Tag Archives: finance

Wesley Milillo ’18 at Global Investment Bank, Societe Generale

By: Wesley Milillo ’18

I currently work in Prime Services at Societe Generale. Societe Generale is a French-based, global investment bank with branches and offices around the world. Prime Services is a division within Global Markets that helps clients borrow, sell, and trade financial products. Clients ranging from hedge funds, to other banks, to mutual funds, seek to engage in execution services—i.e. trading, as well as clearing and settling which consists of updating and reconciling the accounts between two parties. Prime Services helps them to do this efficiently.

IPED student Wesley Milillo ’19 works at Societe Generale.

At Society Generale, I am a Transition Manager. Transition Management is a consultative, project-management team that helps clients come into the bank and do business with us. After a Salesperson ‘makes the sale,’ and the client agrees to terms and prices, there is still a lot that goes into getting the client up and running. There is a lot of documentation that is involved, ‘Know Your Customer’ (KYC) procedures to ensure our clients have compliant backgrounds, Credit terms negotiation, customer due diligence, and technology and reporting set ups. I work with our clients to help them through all these processes with our internal teams, and get the client “live” and trading in a timely manner. Through this, we help build long-term partnerships with our clients and ensure that all necessary checks and balances necessary for a good relationship are in place.

Being an IPED student has helped me to see the big picture with respect to the much internationalized financial services sector. Aside from the holistic international economics courses I’ve taken, I’ve also taken some coding classes as well as data and modeling courses as well. Having a background in data and quantitative skills are highly regarded in the financial services sector, so having learned this while working has allowed me to better contribute my skills on a daily basis.

Societe Generale is the global investment bank where Wesley works.

As a student in IPED, I am much more exposed to others who also have a background in developing countries. Hearing their perspectives, and learning about the interactions between both the political realm and economic realm, helped me to understand not only the developing world more clearly, but also our economy and background. Gaining an understanding of global capital flows and markets has given me a much deeper appreciation for our global economy and has helped me better contextualize our place in it.

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Career Trip: Finance

By: Sarah Garwood ’19

On Friday, January 26th, Fordham IPED students participated in a Finance focused career trip in Manhattan, New York. They first met with Mario Carias, CFA, Managing Director of Content and Member Services at CFA Society New York. He spoke about his experience on Wall Street and in the financial sector. He also shared advice on the three part exam process required to become a Chartered Financial Analyst (CFA).

Later in the morning, we walked to Bank of America to meet with alumnus Joe Quinlan ’84, Managing Director and Chief Market Strategist, U.S. Trust, Bank of America Private Wealth Management. He shared about how he has applied his IPED education in his work with international trade, foreign direct investment, and global economic trends. He offered advice and emphatically recommended continuous learning and reading strong authors.

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2017 Finance Career Trip

On Friday, Februrary 24, students from the IPED Class of 2018 attended the annual Finance Career Trip in New York City.

IPEDers Moses Cam, Robyn Emory, Carlos Baeta, Jessica Way, and Owen Fitzgerald at U.S. Trust

The students began their day at U.S. Trust and spoke with Joseph Quinlan (IPED Class of ’84) from Bank of America. Mr. Quinlan works in the research division as a Chief Market Strategist and shared his thoughts on the current global outlook, his experiences, and his advice (“READ!). He said of the IPED program, “IPED taught me how to think on multiple dimensions.”

IPED students listen as Mr. Quinlan speaks about his work with Bank of America

IPED Class of 2018 with Joseph Quinlan (Center) and Dr. Schwalbenberg.

After speaking with Mr. Quinlan, IPED visited the New York Society of Security Analysts (NYSSA), one of many societies around the world that comprise the CFA Institute. Once there, the students were greeted by Mario Carias, who serves on the Board of Directors. The students were educated in what NYSSA does, how to become a certified charted financial analyst (CFA), and ways to become involved with NYSSA.

Mario Carias speaks to the IPEDers concerning NYSSA

Mr. Carias pictured with IPED ’18

Next, after a quick lunch, IPED ended their day with a visit to Ernst and Young (EY) where they met with Christina Innocentzi to discuss EY’s mission, the work they do, and job opportunities.

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Buckle Up: Dr. Michael Buckley is Off to Retirement

Dr. Michael BuckleyAfter teaching as an adjunct for Fordham’s Gabelli School of Business for two years, Dr. Michael Buckley joined the faculty of Fordham University in 2003. He’s a Senior Lecturer in Economics, and teaches courses such as Financial Analysis and Global Financial Markets, which are taken by many IPED students. Before joining Fordham, Dr. Buckley worked in the private sector for twenty-five years, gaining expertise in foreign exchange, internal risk, and emerging market lending.

In a recent conversation with Ms. Donna Odra (IPED ’12), Dr. Buckley discussed his time at Fordham. He described teaching with IPED as one of the many high points of his career at Fordham. In terms of what kept him here, he mentioned that the work never ceased to be interesting, as there’s always a fresh crop of students, and he could come up with new courses, or improve the one’s he already teaches. Although he will of course miss his colleagues and his students (not least of which IPED students) as he enters retirement, Dr. Buckley is very much looking forward to spending more time with his twenty-month-old grandson in Brooklyn, birding with his wife, traveling, and reading. He certainly won’t miss giving make-up exams and grading!

Join us in thanking Dr. Buckley for his significant contributions to Fordham University and in particular the IPED program. We will be celebrating Dr. Buckley on Tuesday, May 3, at 7:30pm in the Economics Conference Room, Dealy Hall.

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2016 Private Sector Career Trip

U.S. Trust - group shot

On Friday, March 11, Fordham IPED students traveled to Midtown Manhattan for the annual Private Sector Career trip. Although many IPED students pursue careers in the nonprofit and public sectors, IPED is also well represented in the private sector.

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The first meeting was with alumnus Joseph Quinlan (’84) at U.S. Trust. Many of the students had read Joseph’s book, The Last Economic Superpower, in advance of the meeting, and the group discussed that, as well as Joseph’s career path and current work in wealth management.

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Over a delicious a lunch at Antalia Turkish restaurant, alumnus Santiago Mejia (’07) discussed his experience as a commodity trader, and demystified the coffee market.

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The day wrapped up at the New York Society of Security Analysts (NYSSA), where Mario Carias discussed the process of becoming Certified Financial Analysts (CFA), and the test prep scholarships available to students at NYSSA.

 

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