Finance & Investment Society

SDSU Finance & Investment Society Update! As we continue to grow and engage with the financial community, we're excited to share highlights from our recent meetings and look forward to upcoming events! Recent Highlights: ?? Resume Workshop: We kicked off with a valuable resume workshop, equipping our members with the skills to craft compelling resumes that stand out in the competitive finance industry. ?? Q&A with John Rotchford: Our members had the opportunity to engage in an intriguing Q&A session with John Rotchford, gaining insights into his experiences and perspectives on Investment Banking. Upcoming Events: ?? Guest Speaker on April 8th: We're thrilled to announce that Jacob Mahony, CFP?, CIMA?, an SDSU alum and wealth management professional at Morgan Stanley, will be joining us. His insights will undoubtedly inspire and educate our members on the wealth management landscape. ?? Networking Night on April 29th: Join us for an evening of professional connections and networking opportunities. This is a fantastic chance to meet industry professionals and expand your network. Stay tuned for more updates and join us as we continue to build a vibrant community of finance enthusiasts at SDSU! #SDSUFIS #Finance #Investment #ProfessionalDevelopment #MorganStanley #WealthManagement

FIS Resume Workshop??? Date:?Tuesday, March 4, 2025 Time:?7:00PM-8:00PM Location:?SHW 11 Are you ready to take your resume to the next level? Join us for our Resume Workshop tomorrow, where you'll learn how to craft a professional and impactful resume that highlights your skills and accomplishments. Whether you're preparing for an internship, a full-time job, or just want to stand out at the next career fair, this workshop is for you! What You’ll Learn: -How to format your resume for maximum impact -Tips for tailoring your resume to specific roles -The do's and don'ts of effective resume writing -Insights from career experts on what recruiters look for This is a great opportunity to prepare for upcoming job applications. Don't miss out on this chance to polish your resume and boost your confidence. We hope to see you there!

Hello everyone! Thank you all for attending our last meeting. Your enthusiasm and engagement made it a great success! We're excited to announce our next meeting happening tonight, where we'll be exploring exciting career opportunities in finance. ?? Date: February 25, 2025 ?? Time: 7:00PM - 8:00PM ?? Location: Storm Hall West 11 Join us to: -Learn about various finance career paths -Gain insight on our experience -Network with like-minded individuals Don't miss this chance to shape your future in finance! See you tonight!

The SDSU Finance & Investment Society is thrilled to announce our first meeting of the semester! ?? Date: Tuesday, February 18, 2025 Time: 7:00PM-8:00PM Location: 5717 Lindo Paseo ?? Make sure to bring your student IDs! ?? Join us as we kick off the new year with: -Our new Executive Board -An introduction to our club's mission and goals -Overview of upcoming events -Networking opportunities with fellow finance-minded students Whether you're a finance major or simply interested in learning more about investments and the financial world, this is the perfect opportunity to get involved and expand your knowledge. Don't miss out on this chance to jumpstart your finance journey! See you there! ????

Im excited to announce I’ve started a new role as Vice President of Membership at the Finance & Investment Society at San Diego State University! In this role, I will be overseeing new membership and scheduling events to expand our club whilst communicating news and updates to current members weekly. I am looking forward to collaborating with my fellow executive members to make this a great semester for the Finance & Investment Society!

I'm excited to share that I’m starting a new position as Vice President of Marketing at SDSU’s Finance & Investment Society! In this role, I'll be driving our marketing vision and leading our digital communication efforts across multiple platforms. Grateful for this incredible opportunity and looking forward to collaborating with an amazing team!

Congratulations to Team Anthony for their victory in the Spring 2024 Stock Pitch Competition! We also commend Team Brian for their great performance. Both teams demonstrated remarkable dedication and preparation. A big thank you to our judges, Raymund Boltron, CFA and Michael Ma. This event marks the end of a successful semester. To all our members, thank you for your active participation. We look forward to seeing you again in Fall 2024, and we will keep you posted about our planned initiatives. It's been a pleasure connecting with you all this year!

Thank you to everyone who joined us for Networking Night yesterday! A huge shoutout goes to Bellal Kerdi for orchestrating this incredibly valuable event, and to our dedicated team for their outstanding support. We deeply appreciate all the professionals who were able to join us and contribute to the success of Networking Night!

Concluding our final panel of the Spring 2024 semester with a heartfelt thank you to David Hoyt Fuhriman, CFO of The Campanile Foundation, and Sam Arredondo Nu?ez, CFA, Vice President and OCIO Analyst at Meketa Investment Group, for sharing their invaluable insights and dedicating their time to us. A special shoutout and thank you goes to Ali Salman for expertly organizing all our panels this semester; his dedication has truly enriched everyone's experience at FIS! Wishing everyone success as we near the end of the semester! Don't forget to join us at our Networking Night and final Social Event—we look forward to seeing you there!

We are deeply grateful to William McBride IV, CPM?, CEPA? from Morgan Stanley for his comprehensive discussion on impact investing, investment banking, financial institutions, artificial intelligence, real estate, the US economy, financial research tools like FinViz, and more. His expertise and insights were incredibly helpful, providing students with valuable insights into entering the finance industry. Thank you for sharing your knowledge and time with us!