57 episodes
Monkey to Millions Wall Street Oasis
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- Business
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4.9 • 211 Ratings
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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)...
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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.
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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.
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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.
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Victor (Session 10) - The Big Promotion
In this episode, we hear about how Victor is settling into life in Southern California, even though his car was stolen. Also, a quick surprise promotion as well. Listen to find out how.
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Victor (Session 9) - The Big Move
In this session, Victor gives us an update on his Series 7 and 63 exams and he tells us about the success he's had networking and as a result, a big internal transfer and move coming up soon.
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Grace (Session 19) - Prepping for Blackstone RE Internship - Apr 8, 2022
In this short session, we catch up with Grace to hear how she's prepping for her real estate internship with Blackstone. We go over what she's currently involved in and give her a few tips to help her get ready.
Customer Reviews
authentic and realistic
i like how candid and realistic these experiences are! It’s helpful
Great for curious college kids
If you’re entering college or an underclassman, this podcast will give you the preliminary stage on finance and set the stage if the field interests you!
Very good for college students
WSO does a really good job of bringing the finance community together and this podcast is very helpful for people wanting to learn more about finance/business.