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Careers in Finance Program Brings BSAD Alumni, Parents, and Friends to Campus

10/6/2006

Careers in Finance: It's More Than Money, featured ten career panels composed of alumni, parents, and friends of the University.  Each panelist shared his or her career path, and offered advice to students who are just beginning their careers in the financial services industry. 

Planning is underway for next year's career panel.  The panel's focus will be on careers in sports, arts, and media and entertainment.

Morning Panels

Accounting:

Greg Bourgea, BOA, Gallagher, Flynn & Co.

Michael Lewis ’74, BOA, Meisel, Tuteur & Lewis, P.C.

Paul Sisson ’78, KPMG

David Wyand ’70, BOA, Vitale Caturano Ltd.

 

Private Wealth Management:

Ben Aibel ’55, Oppenheimer & Co. Inc.

James Atwood ’83, Merrill Lynch

Sam Bain ’68, Bainco International Investors

Jay Bigman '77, Bigman Consulting Services, LLC
James Fagan ’82, Bear Stearns

Sam Sloane ’89,  Morgan Stanley

 
Bonds Market:

John Babyak ’82, Wolverine Investments

David Daigle ’89, BOA, Capital Research Company

Eric Jussaume ’90, Cambridge Trust

Michael Short ’83, John Hancock Financial Services

Taylor Watts ’01, Lehman Brothers

Ken Wormser ’78, BOA, CDC IXIS Capital Markets

Derrick Wulf ’98, Dwight Asset Management
 

Fund Management:

Christopher Cole ’82, Orion Advisors 

Robert Cotter PA, Merritt Capital Investment Advisors, LLP

Dennis Ladd ’95, Fact Set Research Systems

Paul Rogers ’79, Deutsche Asset Management

Mark Wetzel ’83, UBS PaineWebber, Inc.

 
Women in Finance:

Julie Boland ’88, Oglebay Norton Co.

Kathleen Fisher, PA, Alliance Bernstein

Susan Hanna ’72, GE Capital Markets

Susan Kenneally ’75, Bernstein Value Equities

Anne Tangen ’81, State Street Corporation

Carrie Teffner ’88, ‘97, Sara Lee Corporation

 

Afternoon Panels

Venture Capital:
Rick Abraham ’77, SourceRight Group LP 
Douglas Adkins, PA, Capstan Partners
David Aronoff  ’96, CEMS, BOA, IDG Ventures Boston
Robert Cioffi ’90, TR, Alerion Partners
Timothy Davis ’68, Fresh Tracks Capital
Bruce Hernandez ’82, Spire Capital Partners
John Packard ’68, Pure Barnyard


Investment Banking:

Anson Beard, PA, Morgan Stanley

Michael Carpenter, PA, Southgate Holdings, LLC
Oliver Mathews ’04, Houlihan, Lokey, Howard & Zukin

James Raezer ’88, RBS Greenwich Capital

John Rogers ’77, Arden Asset Management Corporation

James Schaefer ‘90, BOA, UBS

Lawrence Stone ’81, Wells Fargo Bank—Capital Markets

 

 

Private Wealth Management:

Ron Hertel ’65, Wachovia Securities

Chris Rhim ’87, Burt Associates, Inc.

Chris Smith ’77, Hickok & Boardman Financial Planning

Nulsen Smith ’75, RINET Company, LLC

Steve Waltien ’70, Merrill Lynch

 

Fund Management:

Leonard Darling ’64, FPF Partners, LLC

George Deming ’64, BOA, Delaware Investments

Irwin Goldberg ’74, Goldman Sachs

Robert Honstein ’77, Newlin Capital Partners

Eugene Peroni ’73, Claymore Advisors

John Snow ’74, TR, State Street Global Advisors (retired)

 

Business Development/Corporate Control:

Joseph Adams, Jr. PA, Fortress Investment Group

Philip Daniels ’81, TD Banknorth

David Haas ’63, BOA, (retired) Time Warner 
 Kurt Hall ’82, National CineMedia

Fran Rathke ’82, Green Mountain Coffee Roasters, Inc.

Edward Riley ’88, Bank of Ireland Asset Management


Legend:

BOA—Board of Advisors

CEMS—College of Engineering & Mathematical Sciences

PA—Parent

TR—Board of Trustees