Skip to main content
Leavey School of Business Santa Clara University

Katherine Seely

Peer Career Consultant
Katherine Seely
Finance Major
Mercer Island, WA

This summer Katherine interned as a Summer Analyst at The Jordan Park Group, a multi-family wealth management firm in San Francisco. She worked on many cross-departmental projects – from investment research to creating impact reporting frameworks to building a fund manager Excel dashboard.

This was the second summer Katherine had interned with The Jordan Park Group. During her first year, she was very intentional about setting up coffee chats to get to know her colleagues across the firm. “I genuinely wanted to connect with all the incredible people I worked with, and I know my superiors noticed my initiative,” she said.

Her second summer, she made sure to ask for a more significant project on impact management, the area she was most passionate about and the space she knew the company was looking to become an industry leader. Thanks to Katherine’s initiative, she was entrusted with a high level research project which gave her a great opportunity to add value on such a meaningful level to the Impact Team.