Armaan Agarwal

Questioner
DISC Type : c

2025 Equity Research Summer Analyst at Hedgeye Risk Management, LLC

State College, Pennsylvania, United States

Overview

Armaan is a rising senior at Penn State University with a passion for public markets and experience across Equity Research, Private Equity, and Fixed Income. During his recent internship at Hedgeye Risk Management, he focused on Global Technology. He leverages statistics to develop and understand trading strategies.

An entrepreneur at his core, Armaan founded "thefinancebear, " a financial literacy media startup dedicated to educating youth about personal finance. This venture has successfully grown to over 2, 500 followers and receives more than two million monthly views, showcasing his commitment to making finance accessible.

Unique fact: He was awarded a Gold Medal for excellence in academic performance for seven consecutive years.

Personality Overview

Systematic

Price-Sensitive

Value Seeker

They prefer to fully evaluate every situation.  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. They are more likely than others to negotiate on pricing and terms.

Topics They Care About

Financial Literacy
He founded "thefinancebear, " a media startup with over 2 million monthly views that is aimed at educating youth about personal finance.
Equity Research
Completed a 2025 summer analyst internship in Global Technology Equity Research at Hedgeye and has a strong passion for understanding public markets.
Entrepreneurship
Identifies as an "entrepreneur to my core" and successfully launched a financial literacy media startup while still attending university.

Media Appearances

Armaan has no verified media appearances

Work History

6-2025 - 8-2025
2025 Equity Research Summer Analyst at Hedgeye Risk Management, LLC
6-2024 - 9-2024
Hedge Fund Research Summer Analyst at Satori Corporation
2-2024 - 6-2024
Private Equity Analyst at Two Rivers
1-2024 - 5-2024
Wall Street Bootcamp at Penn State Smeal College of Business
4-2018 - 4-2024
Founder at thefinancebear

Education

8-2022 - 8-2026
Bachelor of Science - BS from Penn State University
2008 - 2022
High School Diploma from Delhi Public School Vasant Kunj

More Information

Social Presence :

Prographics :

Exp : 6 Location : State College, Pennsylvania, United States Job Level : N/A Designation : 2025 Equity Research Summer Analyst at Hedgeye Risk Management, LLC
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Insights For Selling To Armaan

During A Call Or A Meeting

DO's

  • Emphasise more on facts and measurable benefits
  • Back up any claims with data and numbers
  • Emphasize on objective proof of ROI, help them do a thorough evaluation

DONT's

  • Avoid rushing them, be polite and patient
  • Don’t try to be too friendly or informal with them
  • Don’t depend too much on anecdotal evidence, it reduces their confidence

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Armaan is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Armaan

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Armaan move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Armaan take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Armaan

Personality Compatibility


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