Power in Finance Week: Recap

November 11th, 2016 //

Power in Finance week kicked off Monday, October 31, 2016 with a bang. The Financial Management Association and Temple University Investment Association held a joint meeting to host Temple alumna, Celeste Clancy, the Vice President of Wells Fargo Banking. Mrs. Clancy talked to students about opportunities within the field of commercial banking. She also discussed her rise through the commercial banking industry and how critical her Temple University education was to her professional success.  

Real Estate was also well-represented during Power in Finance Week as Temple University alumus Michael Bailkin, of Akerman, came to speak to our Financial Modeling students. Bailkin is an accomplished lawyer and real estate executive, having served on the Real Estate Board of New York and the National Policy Committee of the Urban Land Institute.

On Wednesday, the Department of Finance dedicated their brand new Financial Planning Center that was funded by a $250,000 Charles Schwab Foundation grant given to the University. The center will act as a hub for education, outreach, research and innovation in the financial services field.

Assistant Professor of Finance, Cindy Axelrod joined by members of the Charles Schwab Foundation in receiving the Financial Planning Center.

During the week, students also learned some vital lessons from successful women in the finance profession. The Department of Finance hosted a panel with Andrea Kramer from Hamilton Lane, Kristie Bergey from the Center for Architecture and Design, Jean Rosenbaum from Hotaling Investment Management, Kellie Brady from AXA/Karr Barth and Eleisha Smith from JP Morgan Chase. Students in attendance asked the panel for career navigation advice and how to achieve success in a male-dominated profession.

Closing out the week, students participated in a University Trading Challenge that featured Jason Pride from Glenmede, as the keynote speaker. Students from Temple University student organizations, as well as students from New York University, Fordham University, University of Minnesota, Rutgers University, University of New Haven, and Adelphi University participated in the challenge. Winners of the competition included the teams from Fordham University and New York University.

The team from Fordham University was presented with the first place award.

Meanwhile, members of the Temple University chapter of the Financial Planning Association (FPA), joined the Philadelphia chapter of FPA for their Third Annual Career Day. The event included networking and interviewing opportunities with local financial planning professionals, knowledgeable panelists and speakers and best practices to help you make the leap from student to new professional.

Temple University Chapter of the Financial Planning Association at the Philadelphia chapter of the Financial Planning Association Career Day last Friday.