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CFE Hosts Finance Professions Workshop

August 15, 2011

On Saturday, August 6, the Center for Financial Excellence (CFE), in collaboration with Fuqua's Career Management Center, held its second annual Finance Professions Workshop for incoming first-year Daytime MBA and MMS students.  The daylong workshop delved deeply into the roles and responsibilities of five specific finance professions: investment banking, institutional sales and trading, asset management, corporate finance, and private wealth management.  The finance practitioners on each of the panels, which included 12 Fuqua alumni, described the duties associated with their jobs, explained managers' and employers' performance expectations of newly-hired MBA graduates, and highlighted best work practices for career advancement and professional success. Many thanks to the alumni and friends who made this workshop possible:

  • Steven Abrahams '08, Senior Financial Analyst, ExxonMobil
  • Katherine Engstrom, Finance Manager, Johnson & Johnson
  • Katy Knipp '07, Vice President, J.P. Morgan
  • Sean LeDree '10, Sales Associate, Bank of America Merrill Lynch
  • Chandradev Mehta '07, Vice President, Citigroup
  • Steven Nowak T'00, Vice President and Business Unit Manager, Goldman Sachs
  • Jason Park '10, Associate, Credit Suisse
  • Akash Patel '10, Associate, Barclays Capital
  • Kim Racine '06, Manager, Victoria's Secret Stores
  • Kyle Raver '09, Equity Research Analyst, TIAA-CREF
  • Kevin Scotto '05, Vice President, Wells Fargo
  • Kevin Walenta '08, Equity Analyst, Fidelity Management & Research, Co.

Among the most important goals for the center is to facilitate students' understanding of the roles, responsibilities, and career paths associated with finance industry professions.  This foundation is a critically important step in setting students on a thoughtful and well-informed path to land their desired finance-industry job.   This event was an important step in this direction, and the students came away from the event with a deeper appreciation for job responsibilities and expectations across the range of disciplines discussed during the workshop.

CFE Finance Professions Workshop
Seth Gardner, Center Executive Director, and Investment Banking panel

The center regularly hosts and organizes finance seminars and workshops that engage practitioners to advance students' understanding of core financial concepts, practical skill sets, job roles and responsibilities, and industry best practices.  For more information about the center and upcoming events, visit the center's website.