Verified recordFinancial Services

John Genung

Associate, Wealth Management at Lido Advisors

Based in Dallas, United States

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Seniority

Staff

Department

Finance & Accounting

Location

Dallas

Industry

Financial Services

Company size

439

Contact information

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Email

1 credit

j•••••••@lidoadvisors.com

Phone

5 credits

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Background

About John Genung

Aspiring Wealth Management Advisor with a passion for financial analysis, wealth management, and investment strategies. I am currently pursuing a Bachelor of Science in Business Analytics at Louisiana State University’s E.J. Ourso College of Business, where I am building a strong foundation in data-driven decision-making, statistical analysis, and business intelligence. Alongside my academic studies, I am gaining practical experience through my current internship at Northwestern Mutual and a recently completed internship at Chilton Capital Management, where I collaborated with experienced advisors managing multi-billion-dollar portfolios.I have a proven ability to apply analytical and leadership skills in real-world settings. My certifications in Series 103, Teller Training, and Platform Training demonstrate my commitment to financial excellence and regulatory compliance. Additionally, my experience rotating through various banking divisions during my internship at Investar Bank has provided me with a comprehensive understanding of bank operations, from lending and credit to HR and treasury functions.Beyond finance, I bring leadership and organizational capabilities developed through managing large-scale events, coordinating community service projects, and serving on the executive board of my fraternity. As a leader in philanthropic initiatives like Giving Greek and the Kids Meals Food Drive, I am committed to creating positive community impact.With a unique blend of financial acumen, data-driven decision-making, and a people-first approach, I am eager to contribute my skills in a dynamic business analytics or wealth management role.

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