Patricio Lerner

Open to opportunities

Finance Intern

Finance intern at HALBERT HARGROVE allocating securities across client portfolios and preparing investment reviews.

United StatesFinance Intern at Halbert Hargrove

Experience

Finance Intern
Participated in client meetings alongside wealth advisors, contributing to investment reviews and financial planning discussions. Allocated securities across client portfolios and prepared high-volume Quarterly Investment Review reports for high net-worth clients.
Customer Relationship ManagementPortfolio ReportingAsset AllocationTamarac CRMComplianceOFACFinancial PlanningExcel
Economic Outlook Associate
Developed macroeconomic outlook reports analyzing global indicators, monetary policy, market sentiment, and geopolitical risk. Formed bullish/bearish country theses and presented findings in weekly meetings.
Macroeconomic AnalysisFinancial ResearchMarket AnalysisPresentation SkillsReport Writing
Building Manager
Managed daily operations of the University Student Union building, serving 10,000+ students. Served as first point of contact for facility, maintenance, and safety issues, coordinating with vendors and campus departments.
Operations ManagementCustomer ServiceVendor ManagementProblem SolvingCommunication Skills
Committee Member
Served as a committee member, contributing to organizational activities and initiatives.

Education

California State University, Long Beach
Pursued a Bachelor of Science in Business Administration with a concentration in Finance, graduating in May 2026. Achieved a cumulative GPA of 3.5 and earned President's List honors from Spring 2025.
Pursued a Bachelor of Science in Business Administration with a concentration in Finance, graduating in May 2026. Achieved a cumulative GPA of 3.5 and earned President's List honors from Spring 2025.
College of the Desert
Earned an Associate of Science in Business Administration in May 2024 with a cumulative GPA of 3.5. Received Dean's List recognition from Fall 2022 to Spring 2023.
Earned an Associate of Science in Business Administration in May 2024 with a cumulative GPA of 3.5. Received Dean's List recognition from Fall 2022 to Spring 2023.

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Experience

Finance Intern

Participated in client meetings alongside wealth advisors, contributing to investment reviews and financial planning discussions. Allocated securities across client portfolios and prepared high-volume Quarterly Investment Review reports for high net-worth clients.

Customer Relationship ManagementPortfolio ReportingAsset AllocationTamarac CRMComplianceOFACFinancial PlanningExcel

Economic Outlook Associate

Developed macroeconomic outlook reports analyzing global indicators, monetary policy, market sentiment, and geopolitical risk. Formed bullish/bearish country theses and presented findings in weekly meetings.

Macroeconomic AnalysisFinancial ResearchMarket AnalysisPresentation SkillsReport Writing

Building Manager

Managed daily operations of the University Student Union building, serving 10,000+ students. Served as first point of contact for facility, maintenance, and safety issues, coordinating with vendors and campus departments.

Operations ManagementCustomer ServiceVendor ManagementProblem SolvingCommunication Skills

Committee Member

Served as a committee member, contributing to organizational activities and initiatives.

Education

California State University, Long Beach

Pursued a Bachelor of Science in Business Administration with a concentration in Finance, graduating in May 2026. Achieved a cumulative GPA of 3.5 and earned President's List honors from Spring 2025.

College of the Desert

Earned an Associate of Science in Business Administration in May 2024 with a cumulative GPA of 3.5. Received Dean's List recognition from Fall 2022 to Spring 2023.