does it mean to work in finance? Finance is a broad field that describes an
entire array of distinct and uniquely rewarding occupations that requires
further research to determine what the field of finance might actually entail.
For that reason, in the spring 2018 semester, presenters currently working in various
positions within the field of finance are coming to Indiana University of
Pennsylvania to describe what it is like to work in their positions for their
respective employers. The Finance Seminar Speaker Series provides a great
opportunity for students to learn from the best in the field what it actually
means to work within the world of finance.
speakers will present to students in Professor Lawson’s Finance 422 Seminar in
Finance class. The great lineup of seminar speakers is comprised of nine
presenters, many of whom are IUP alumni.
first speakers, Jessica Nicholson, BS ’16, MBA ’17, and Scott Jackson will present on
February 19. Jessica Nicholson and Scott Jackson are assistant
national bank examiners for the Office of the Comptroller of the Currency.
The OCC is an independent bureau within the US Department of the Treasury
that regulates and supervises all national and foreign banks in the United
States. Before working for the OCC, Nicholson received the Academic
Excellence Award for Finance as an undergraduate here at IUP.
February 26, alumni Breanne Loveland ’15, finance specialist
senior for PNC Merchant Services, and Joseph Caruso, BS ’88, MBA ’95, vice president of Shared
Services, will be in Room 109 describing what it is like to work for PNC Bank. Loveland received the Outstanding Leadership Award before
graduating in 2015. This presentation will give students the chance to hear
from two current employees about the day-to-day and big-picture activities that
PNC workers experience.
26, George Braunegg ’79, executive vice president and founding
principal for the Center for Applied Strategy Management Consultants,
Inc. will discuss CAST, which provides consulting services that optimize
performance and drive sustainable change. This allows for an excellent look
into the financial profession of consulting. Braunegg is another former IUP
undergraduate student, graduating in 1979.
O’Brien ’15 is an IUP alumnus that now works as an analyst – leveraged
finance for Citizens Commercial Banking. O’Brien will present on
April 2, giving some insight on what it is like advising and
working with private equity firms, specifically from within the investment
banking division of Citizens.
April 16, James Leda ’95, managing director for KRyS Global, will join
Lawson and his Seminar in Finance class. KRyS Global is an international
fraud investigation and dispute resolution firm that provides financial
advisory, distressed investment consulting, and other restructuring services.
Leda is also a distinguished alumnus of IUP.
Polley will speak to the class on April 23. Polley is a
CFA and president and CIO for Stewart Capital Advisors, LLC. Stewart Capital
Advisors is an SEC-registered advisory firm that specializes in the management
of value-styled portfolios. Polley’s presentation will offer another unique
view of and anecdotes from experiences within finance.
last scheduled presenter is Steven Barto, who will be at Eberly on April 30.
Barto is the chief financial officer for Seegrid and president of Spark
Venture Advisors LLC. Once again, students will have the chance to learn from a
professional what it means to work as an advisor in the finance industry.
list of presenters represents an excellent barometer for what to expect in a
career in finance. We are very pleased
and extremely thankful for these individuals taking time out of their schedules
to give students the opportunity to listen and learn from firsthand experiences
Speaker dates are subject to change.
Eberly College of Business and Information Technology