Carson Ejzak, CFA

Associate, Renewable Asset Management @ Invenergy

Country

United States

City

Chicago

Industry

Financial Services

Skill

Financial Research, Financial Analysis, Problem Solving, Leadership, Passionate about work, Microsoft Office, FactSet

Experience

Associate, Renewable Asset Management

Invenergy

2026-3 - Present · 7 mos

Chicago, Illinois, United States

Senior Analyst, Renewable Asset Management

Invenergy

2024-12 - 2026-3 · 1 yr 4 mos

Chicago, Illinois, United States

Associate Financial Advisor

Baird

2023-5 - 2024-7 · 1 yr 3 mos

Milwaukee, Wisconsin, United States

The Hoch Haldemann Bane Group

Private Wealth Management Intern

Baird

2021-6 - 2023-5 · 2 yrs

Milwaukee, Wisconsin, United States

The Hoch Haldemann Group • Prepare and curate financial plans for individuals or families to ensure success in achieving their current and future financial goals • Conduct equity research to produce opportunities that align with the team’s investment philosophy • Assist financial advisors in preparing client portfolio reviews, models and reports for new investments, and discovering future advisory opportunities

Client Data Specialist

Northwestern Mutual

2020-8 - 2021-5 · 10 mos

Milwaukee, Wisconsin, United States

Education

New York University

2024-8 - Present · 2 yrs 2 mos

University of Wisconsin-Milwaukee

Investment Management Certificate Program

2021-9 - 2023-5 · 1 yr 9 mos

Through a rigorous curriculum that puts a premium on applied finance opportunities, students learn the roles of sell-side analyst, buy-side analyst, credit analyst, investment banker, performance and risk manager, institutional sales, financial planner, and portfolio manager, along with the skills necessary for many other roles in finance.