Financial Markets Program - University of Minnesota

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I do not work directly in the financial markets, I feel that many of the lessons learned in the program are universal in the working world and would be beneficial to most business students.” Matt Kleffman, ’08 Financial Advisor, Edward Jones “The program was great at helping me get ready for the work load that I am experiencing in the industry now. Prepping for the presentations felt a lot like what it feels like prepping for my appointments now, because no matter how much you prep, you really don't know exactly what to expect. I learned how to think on the spot intelligently. The program really forced me to grow up. I feel that the hours expected in this industry would have hit me hard if � Employers Take Notice of Graduates Going “Above & Beyond” EMPLOYER: Karim O’Driscoll, Director Pricing Strategy and Dealer Program Integration, Zag.com Inc., Los Angeles, CA FMP GRADUATES EMPLOYED: Tyson Nassauer, ‘08 “Tyson’s learning curve of pricing concepts in a new industry (automotive) has been very fast. His technical skills (data analysis, Excel, reporting, data presentation, attention to detail) are very strong, as are his motivation levels and work ethic.” EMPLOYER: Jacalynn Reed, VP, Lifelong Wealth Inc., Minneapolis, MN FMP GRADUATES EMPLOYED: Jeremy Lipinski, ‘06 “Jeremy came well prepared to take on the responsibilities of Para Planner. His client service skills are excellent. He came with a good understanding of the financial industry and financial planning as a whole. Terminology, asset allocation, fund management, etc., were all skills that did not have to be taught. He has been a valued employee with high expectations for a bright future in this industry.” EMPLOYER: Jennifer Kibbon, Manager of Client Services, Thomson Reuters – Quantitative Analytics, Chicago, IL FMP GRADUATES EMPLOYED: Jason Sluciak, ‘07 “Since joining Thomson Reuters, as a Product Support Specialist in May 2007, Jason has proven to be a great asset to our team. He was able to use the knowledge gained from the hands-on experience in the LSBE Financial Markets Program to quickly grasp the financial software products supported by the Thomson Reuters Quantitative Analytics team. His knowledge of the financial market has allowed him to continually excel in this position and clearly understanding our clients’ needs and objectives. Jason constantly welcomes new challenges and opportunities. I have also witnessed Jason demonstrate many important personal qualities in the workplace. He shows excellent teamwork while interacting with others, and displays great organization skills in his job performance. Jason works diligently to meet all deadlines that he encounters, putting in the extra hours when necessary. I believe the LSBE Financial Markets Program prepared him well for a successful career in the financial industry.” 20 UMD LABOVITZ SCHOOL OF BUSINESS AND ECONOMICS – FINANCIAL MARKETS PROGRAM not for the program. On top of all that, the knowledge I gained in how the market has reacted throughout history has helped me talk to people about how great of an opportunity this is for clients.” John Malone, ’05 RFP Specialist, Advantus Capital Management “I came away from the FMP with skills and abilities above and beyond those of my fellow classmates. Specifically, the opportunity taught me what would be expected to succeed in the financial marketplace and provided me with vital contacts to reach the goals that I set to achieve. I feel grateful for having the opportunity to be a part of the LSBE Financial Markets Program.” Nishit H. Charadva, ’08 Technology Support Specialist, University Of Minnesota Duluth “This program has helped me grow both personally and professionally. It helped me tremendously in developing my intellectual skills, as well as improving significantly my presentation skills and ability to learn, think and apply hands-on learning experience to my day-to-day life. The program challenged me to go above and beyond my own expectations.” Tyson Nassauer, ’08 Pricing Analyst, zag.com “The Financial Markets Program has molded my ability to analyze data, diagnose complex situations, and prioritize and commit the appropriate level of time and attention to detail in a resource (i.e. time and money) constrained environment to a level that exceeds most college graduates who recently entered the workforce. This much needed experience not only enhanced my resume in a competitive job market, but provided me the skills to exceed management’s expectations, allowing them to assign me as “lead” on projects that would normally be assigned to more senior employees. The Financial Markets Program allowed me to experience my “rookie year” in a controlled yet realistic environment.”
Students visit Chicago Board of Trade in fall, 2003. Learning from professionals at Wells Fargo during J-Term. Jeremy Lipinski, ’06 Para Planner, Lifelong Wealth Inc. “Much like a career, the FMP was not a class that you simply went to for a few hours a day and did not think about again until the next week. We were called upon to be responsible and accountable for our recommendations at all times. Above all else, the FMP gave me an understanding and appreciation for the financial markets that I could not have ever achieved by attending a lecture or reading a text book. I use this knowledge everyday when constructing client portfolios.” Jason Sluciak, ’07 Product Specialist, Thomson Reuters – Quantative Analytics “For my career the biggest benefit from the program I’ve seen is the deeper understanding I gained about the different financial markets. I spend the majority of my time helping clients extract and manipulate financial data that is important to their investment strategies, and it is crucial that I understand what the client is trying to do and what they want the end result to be. My experience in the program prepared me very well for this. The other major area I feel the program helped me with was my presentation skills. The skills and preparation habits I learned from those presentations have paid huge dividends over my brief career. Overall I can’t express how invaluable the knowledge and experience of the LSBE Financial Markets program have been for me.” � “ FMP gave me an understanding of the financial markets that I could not have achieved by attending a lecture or reading a book. I use this knowledge everyday when constructing client portfolios.” – JEREMY LIPINSKI, ’06 – UMD LABOVITZ SCHOOL OF BUSINESS AND ECONOMICS – FINANCIAL MARKETS PROGRAM 21
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Financial Markets Program - University of Minnesota

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