Samuel Bernstein

Samuel Bernstein has a comprehensive work experience. Samuel recently joined Oaklins DeSilva+Phillips as an Investment Banking Analyst in June 2022. Prior to that, they worked as an Investment Banking Intern at Cambridge Wilkinson from September 2021 to December 2021. In 2021, Samuel also served as a Summer Investment Analyst at SoundBoard Venture Fund from May 2021 to September 2021. Additionally, they gained experience as a Summer Research Intern at SoundBoard Venture Fund from May 2020 to September 2020. Before their venture capital experience, Samuel co-created and produced the Spotlight Podcast at WNYU Radio from August 2019 to January 2020. Samuel also had a role as a Summer Finance Intern at Argentic Investment Management LLC in June 2019 and worked as a Summer Intern in the Financial Advisory Group at Strategies for Wealth in June 2018.

Samuel Bernstein completed their education with a Bachelor of Science degree in Finance and Computing/Data Science from NYU Stern School of Business, from 2018 to 2022. Prior to that, they attended Rae Kushner Yeshiva High School from 2013 to 2017, although no specific degree or field of study is mentioned for their high school education. In terms of additional certifications, Samuel obtained various certifications from LinkedIn, including Corporate Finance Foundations, Financial Modeling and Forecasting Financial Statements, Investment Evaluation, Learning Data Science: Understanding the Basics, The Data Science of Sports Management, with Barton Poulson, Excel 2016: Introduction to Formulas and Functions, and Excel: PivotTables for Beginners. Samuel also obtained the Securities Industry Essentials (SIE) certification from FINRA in March 2023.