Huge thank you to VP of Market Risk at TD Securities and PMC Advisory Board member, Joshua Stern, CFA, CAIA, for taking the time to speak to the club last night. Josh shared his experience studying for and passing the CFA Level I and II exams while still pursuing his degree at UD. He also gave members insight into how his role and relationship with risk has changed after TD's acquisition of Cowen. Later in the evening, Josh, Richard Jakotowicz Jr, Zachary Kramer, and fellow Advisory Board members Jane Abitanta, Chris Locke, William Wallace, and Keaton Stott joined members of the Private Markets Club for dinner at Taverna. Your mentorship and advocacy is invaluable to the club. We appreciate you all making the trip to campus and joining us for dinner!
Always a pleasure with such an impressive group of students!
Proud of what the club has become!
Director of Financial Planning: Benchmark Financial and University of Delaware
11 个月Always a pleasure to spend time with the Private Markets Club. Keep up the great work!