The Ziegler Companies, Inc. (symbol: ZGCO) is a growth-oriented boutique investment banking and investment services firm with a primary focus in the healthcare, senior living and church and school sectors. Operations encompass capital markets (capital advisory services, bond underwriting, mortgage banking, institutional sales and trading) wealth management, including asset management and investment services, and alternative investments. Nationally, Ziegler Capital Markets is ranked as one of the leading investment banking firms for not-for-profit healthcare and senior living organizations, as well as religious institutions and schools. Ziegler Wealth Management (retail brokerage) encompasses investment and consulting services for individuals, families, business owners and institutions. It operates a network of financial advisors throughout the nation. Ziegler's alternative investing activities include raising and deploying capital through private investment funds with investment objectives related to the real estate, services and technology sectors of the healthcare and senior living industries.
Bernardi Securities, Inc. Internship: Gained in depth knowledge of the municipal bond underwriting process. Goals for the summer were to increase the firm's revenue by seeking out potential refinancing deals, aid in the underwriting process, and continue to learn more about municipal debt markets.|Northwestern Mutual Internship: Gained knowledge of the insurance and financial services industry. Developed communication skills, time management, and organizational skills. Goals were to learn as much as possible about insurance, financial services, sales,communication, and also to network for the future.
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