Financial Services
Financial services touches every individual and business and encompasses a broad range of businesses that manage money, including credit unions, banks, credit-card companies, insurance companies, accountancy companies, consumer-finance companies, stock brokerages, investment funds, individual managers and some government-sponsored enterprises. Financial services companies are present in all economically developed geographic locations and has the potential to be a great career path.
Career Speakers
Jonathan M. Glaser
Founder and CIO
JMG Capital Partners, L.P.
Stephanie Love
Managing Director, Private Client Advisor
Bank of America
Jake Capps
Managing Partner
Meaningful Partners
Sejal Penkar
Director of Fixed Income Markets
Capital Group
Iris Shin
Managing Director, Portfolio Manager
Post Advisory Group
Erik Stranberg
Fixed Income Investment Analyst
Capital Group
Shannon Ward
Fixed Income Portfolio Manager
Capital Group
Spuds Powell, CPWA
Managing Director
Kayne Anderson Rudnick Wealth Advisors
Current Workshops
- Financial ServicesWe have a fun and memorable evening planned where we will delve into the complex and wide-ranging world of Finance. There are innumerable careers in finance from banking to insurance, from private equity to real estate, and from sales and trading of…
- Investment ManagementWhat does a Portfolio Manager do? How is this different from what an Analyst does? What does it mean to be on the ‘Buy Side’. How is a Stock different from a Bond? Don’t know what these terms mean? Come…
- Workshop #7: Finance and Broader Business EcosystemWhen you contemplate the world of finance, what comes to mind? Are you drawn to numbers, mathematical problem-solving, and the intricacies of financial systems? Have you ever wondered about the role of a portfolio manager or if you can pursue…