This is a documentary series that follows real-life college students to hear about struggles and triumphs as they try to navigate the competitive finance job market. The host, Patrick Curtis, is CEO and Founder of Wall Street Oasis will serve as their mentor for up to two years as they try to achieve their dream job out of college. Will they land their dream position? Will they make the cut? You'll have to listen and join us on the journey to find out (hint: even we don't know when we start)...
Monkey to Millions
Claim This Podcastby Wall Street Oasis
4.9(210 reviews)
57 episodes
Updated Daily
Accepts GuestsHas SponsorsLocation 🇺🇸
Podcast Overview
This is a documentary series that follows real-life college students to hear about struggles and triumphs as they try to navigate the competitive finance job market. The host, Patrick Curtis, is CEO and Founder of Wall Street Oasis will serve as their mentor for up to two years as they try to achieve their dream job out of college. Will they land their dream position? Will they make the cut? You'll have to listen and join us on the journey to find out (hint: even we don't know when we start)...
Language
🇺🇲
Publishing Since
12/17/2019
1 verified contact email on file for Monkey to Millions
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Recent Episodes
December 8, 2022
E57: Victor (Session 12) - Certified Financial Planner (CFP) Overview + Study Plan
In this session, Victor shares his progress and if he passed his Insurance exam. We focus most of the episode discussing the CFP designation, the merits of going for the CFA after that, the importance of golf and a few other credentials including the CIMA and CAIA as other potential options down the line.
November 24, 2022
E56: Grace (Session 20) - Blackstone Real Estate Internship - the RESULTS
In this episode, Grace shares the outcome from her Real Estate internship over the past summer and what she is doing her senior year to plan for full time. Is this the end of the road for our mentor-mentee relationship? Time for a victory lap.
November 17, 2022
E55: Victor (Session 11) - CFP and Insurance Tests on Deck
In this session, Victor gives us all a lesson on the various roles as a financial advisor at Fidelity. We learn the difference between a Relationship Manager, Financial Consultant and Investment Consultant is and how pay is structured from the most junior levels to the highest levels. Victor talks about his next steps to gain more skills including an exam on Insurance and starting his CFP and CFA in the near future.
57 total episodes available
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Frequently asked questions
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- What is Monkey to Millions?
- How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
No, this podcast does not typically feature guests.
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