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Patricio Lerner

@patriciolerner

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

United States

Message

At HALBERT HARGROVE, I participate in client meetings and help prepare investment reviews and financial planning discussions. I allocate securities across client portfolios based on investment policy strategies and client objectives.

I also prepare Quarterly Investment Review reports and meeting materials, assist with compliance and OFAC reviews, and maintain client records in Tamarac CRM. At BEACH INVESTMENT GROUP, I developed macroeconomic outlook reports examining indicators, monetary policy, market sentiment, and geopolitical risk.

Experience

Work history, roles, and key accomplishments

Current

Finance Intern

Current

Halbert Hargrove

Jun 2025 - Present (1 year 5 months)

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 Management Portfolio Reporting Asset Allocation Tamarac CRM Compliance OFAC Financial Planning Excel

Economic Outlook Associate

Beach Investment Group (BIG)

Aug 2025 - Dec 2025 (4 months)

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 Analysis Financial Research Market Analysis Presentation Skills Report Writing

Building Manager

Associated Students, Inc. (CSULB)

Jan 2025 - Aug 2025 (7 months)

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 Management Customer Service Vendor Management Problem Solving Communication Skills

Committee Member

Association of Latino Professionals for America

Aug 2024 - Dec 2024 (4 months)

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

Education

Degrees, certifications, and relevant coursework

California State University, Long Beach

Bachelor of Science, Business Administration

Grade: 3.5

Activities and societies: President's List: Spring 2025 - Present

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

Associate of Science, Business Administration

Grade: 3.5

Activities and societies: Dean's List: Fall 2022 - 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.