Wednesday, March 4, 2015

Save the Date – Investment Banking, Finance & Consulting Alumni/Student Panel

UR'S ANNUAL INVESTMENT BANKING, FINANCE AND CONSULTING LUNCH AND
ALUMNI PANEL - BIOS NOW ADDED BELOW!

**EVENT IS RSVP ONLY AND HAS CURRENTLY FILLED TO CAPACITY**

Are you interested in a career or internship in investment banking, finance or consulting? Breaking into these fields can be difficult. Knowledge of these industries and the process by which you can enter them is critical to your success! Join the Gwen M. Greene Career and Internship Center, a UR Trustee, and panelists working for firms including JPMorgan, Barclays, Citi, BNY Mellon, Moody’s, Analysis Group, and Ernst & Young for a short afternoon packed with lunch, contacts, valuable information and resources!

When: Saturday, March 21st @ 11:30am - 2:00pm
Where: The Meliora Restaurant - Ballroom


Sandwiches Provided

Panelists Include:

Gwen Greene, J.P. Morgan Securities, MODERATOR
 Gwen Greene is a Vice President at J.P.  Morgan Securities, the successor firm to Bear Stearns & Co Inc., in the Private Client Service area. She joined the original firm in 1988, and prior to that had worked for seven years at what was then Smith Barney Harris Upham & Co, Inc, the predecessor firm to Citigroup/Morgan Stanley.


Gwen graduated in 1965, and did her graduate work in French Literature at New York University. Prior to becoming a broker, Gwen had a varied - but never dull - career!  She had planned to teach, but since New York City schools were on strike at the time, she instead went to work at Dun & Bradstreet, where she became a Credit Reporter, analyzing the upholstered furniture industry. From there she moved to Wall Street, working in research/arbitrage. Subsequently Gwen went to work for Mayor John Lindsay's administration, as Director of Tourism for the City of New York.  Together, they originated the ubiquitous street fairs that take over the city during the summer months. Then Gwen went into television news, as a producer and reporter; and subsequently she returned to Dun & Bradstreet for several years, and in 1981 began her current career in Finance.

Gwen serves on the Board of Trustees of the University of Rochester where she is Chairman of the Student Affairs Committee and chairs the Annual Fund for the entire University as well as the External Advisory Committee at Simon Business School. In late 2011 Gwen was honored with the naming of the Gwen M Greene Career and Internship Center, now affectionately known as the Greene Center.

Gwen and her husband John, a painter and sculptor, live in New York City and have a farm in Columbia County, NY, where they raise Angus cattle.

Lorenzo Mendez, Barclays
Lorenzo Mendez is an Assistant Vice President in the Public Finance Investment Banking division at Barclays.  Lorenzo provides general banking, technical, and analytical support to Barclays’ college, university, academic medical center, and not-for-profit clients.  Lorenzo graduated in 2012 with a BA in Financial Economics with Honors and a minor in Math.  He is an alumnus of the 2011 Sponsors for Educational Opportunity (SEO) Career Program and has mentored students through the Scholars and Career programs. 

Michael Dymond, Analysis Group
Michael Dymond is an Analyst in the NY Office of Analysis Group, an Economic and Litigation Consulting Firm, which provides economic, financial, and business strategy consulting to law firms, corporations and government agencies in nine offices across the US and two internationally. He supports expert witnesses in the preparation of reports and economic analyses to estimate damages in a variety of litigation contexts, including intellectual property, mergers & acquisitions, and valuation disputes. Michael graduated in 2013 with a BA degree in Economics. While at Rochester, he conducted research and was a TA in the Economics Department, was the Treasurer of the Students’ Association, studied abroad in Spain, and was a Keidaean and member of Delta Upsilon.

Weiyi Yin, Citi

Weiyi Yin is a Financial Analyst in the Global Retail Banking Finance group at Citi. He creates reports showing the performance of the Global Retail Bank that are presented to the Head of Consumer Banking at Citi. Weiyi is also actively involved in the implementation of a new global reporting process across all of retail banking. Prior to this role, he interned at Citi in the Transaction and Trade Services finance group. Weiyi graduated in 2014 with a BA in Financial Economics with Honours and Statistics and a minor in Chemistry. At Rochester, he was a part of the badminton club, the University of Rochester Symphony Orchestra, and an organic chemistry TA. Weiyi was also a member of Phi Beta Kappa, Omicron Delta Epsilon, and recipient of the Barry Rapport Prize and the William Morse Hastings Essay Prize.


Michelle Wu, Ernst & Young
Michelle Wu is currently a Consultant in the Financial Services Office Business Advisor Program at Ernst & Young. She works closely with clients to assess the relevant risks associated to trade lifecycles across derivatives and structured transactions, as well as identify opportunities to improve the efficiency and effectiveness of the related business processes. Prior to joining EY, Michelle was a Summer Intern for the Retail Banking and Wealth Management Graduate Development Program with HSBC, where she focused on business performance and process improvement within the retail and commercial banking services. Michelle graduated in 2014 with a BA in Financial Economics with Honors and a BA in the Mathematics & Statistics Joint Major. While at Rochester, she was a Student Alumni Ambassador, President for the Finance and Economics Council, a Writing Fellow, and a Managing Editor for the Journal of Undergraduate Research.

Tom Gilroy, BNY Mellon

Tom Gilroy is currently an Associate in BNY Mellon’s newly founded Rotational Development Program.  He is currently partaking in three, four-month rotations across various lines of business at BNY Mellon, with the goal of gaining a comprehensive understanding of the company’s role within financial markets.  After completing the program’s month-long orientation this past June, Tom has completed rotations in Asset Servicing Sales and Corporate Treasury - Interest Rate Risk.  In his current role, Tom is completing his third and final rotation with Continuous Process Improvement (BNY Mellon’s internal consulting team) to streamline the client onboarding process.  To date Tom has worked out of the New York, Boston, and Pittsburgh offices, and gained global exposure working with members in the UK, Belgium, Germany, and India.  He graduated in the spring of 2014 with a BA in Financial Economics, clustering in Calculus, Economic Theory, and Ethics.  As an undergraduate, he was President of the Sigma Alpha Mu Fraternity, a member of the Interfraternity Council, a member of Meliora Capital, and a Computer Science TA. 


Camila Fernandes, Moody’s

Camila Fernandes is currently a Financial Analyst at Moody’s Corporation. Camila contributes towards the rating process of companies in the Oil & Gas, Technology, Software, Homebuilding and Infrastructure sectors. She is responsible for doing financial statement analysis and performing accounting adjustments per methodology requirements. Prior to joining Moody’s, Camila had an internship at the Ministry of Finance in Brazil, where she ran econometrics models to determine the potential value of the 600 biggest Brazilian companies according to their Q ratio, cash flow and productivity. Camila graduated in 2014 with a BA in Financial Economics with Honors and a triple minor in Math, Chinese and History. While at Rochester, she was a member of the Students’ Association, the Alexander Hamilton Institute, Phi Sigma Sigma and Class Council.


Gabe Schneider, J.P. Morgan

Gabe Schneider is a Treasury Services Analyst in J.P. Morgan’s Corporate and Investment Bank. Gabe has worked in the Global Trade Finance, Financial Institutions Sales, and Liquidity and Investment Solutions groups. In these roles, he has worked to support client’s cash flow, working capital, and international transaction financing needs. Prior to joining J.P. Morgan, Gabe spent his sophomore summer as an equity research intern for a NYC based hedge fund. Gabe graduated in 2014 with a BA in Financial Economics and a triple minor in International Relations, Statistics, and Legal Studies. As an undergraduate, Gabe was Managing Director for Meliora Capital Management, Vice President of the Finance and Economics Council, Captain of the Water Polo Team, an Economics TA, and a Resident Advisor.


 
 

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