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Fisher Futures
The Fisher College of Business Office of Career Management has developed Fisher Futures, a unique and innovative program to aid you as a top finance student at Fisher in attaining experience in the investment banking industry. While the application process is lengthy and selective, we invite you to apply to become a member of the distinguished Fisher Futures program.
Once selected to join Fisher Futures, you will receive individual coaching preparing you to compete for a summer investment internship and thus be well positioned to secure a full-time career position in the investment banking industry upon graduation.
Requirements:
- You must be admitted as a Business Major with a Specialization in Finance and/or Accounting by Winter 2012
- You must have at least a 3.50 cumulative GPA after Autumn Quarter 2011
- You must be available for a summer internship in 2013 (May - August)
- You must be planning to graduate by May 2014
If you are accepted into Fisher Futures, you will:
- Compete for a Summer 2013 internship in the investment banking industry
- Participate in an Autumn 2012 class to prepare for interviews in investment banking as well as to gain an understanding of the industry
- Train in financial modeling with Wall Street Prep
- Take part in trips to New York City and Chicago to visit investment banks and network with Fisher alumni in the industry.
- Be featured on the Career Management Web site, including your resume, bio and photo
Questions?
You can attend an information session in 150 Gerlach Hall:
- Friday January 27 from 12:30 – 1:20
- Tuesday January 31 from 6:00 – 6:50
- Wednesday February 8 from 12:30 – 1:20
- Tuesday February 14 from 12:30 – 1:20
Or contact Ryan Gabel or Margie Bogenschutz for more information about Fisher Futures.
Application Process
Phase 1 Turn in all of the following by 5 pm on February 24th to the Office of Career Management in 150 Gerlach Hall:
- Completed application form
- A copy of your resume
- A copy of your advising report, (unofficial copy of your transcript)
- Read Vault's career guide to Investment Banking.
If you have not registered for Vault Career Insider, enter your OSU e-mail address in the field labeled "Enter a valid email address," then click the "Create an Account" button to complete the registration process.
- Respond to two essay questions incorporating what you learned from the readings (specific directions on application).
Phase 2 Based on Applications received in Phase 1, several students will be invited to participate in Phase 2, and will be provided further instructions. A summary of the requirements follows:
- Complete an essay regarding a recent news event in the field of finance or economics
- Participate in a panel interview focusing on your background and interest in investment banking
Phase 3 For those students who participate in Phase 2, several students will be invited to participate in Phase 3. After being selected to move into Phase 3 you are temporarily selected as a member of Fisher Futures and are officially accepted after completion of the following:
- Participate in a summer development program to help prepare for a career in investment banking
- Participate in a panel interview to finalize your acceptance into Fisher Futures at the beginning of fall quarter
| Class of 2013 | Class of 2012 | Class of 2011 |
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Max Charnas
Max Charnas is a junior in the Fisher College of Business at The Ohio State University. Max is pursuing a BSBA with a specialization in Finance. Max was accepted into the highly selective Fisher Futures Investment banking program. Through this program and Wall Street Prep, Max became certified in financial and valuation modeling. In addition, Max is enrolled in the selective Honors program at Ohio State. As a freshman, Max attended The University of North Carolina at Chapel Hill where he was elected to be on the First Year Focus Council, the only student government for freshmen. As a sophomore transfer to OSU, Max joined the Sigma Alpha Mu fraternity and was elected Assistant Exchequer (treasurer).
This past summer Max interned at Merrill Lynch Wealth Management in Upper Arlington. Amongst his varied tasks, Max prospected high net worth clients while evaluating their companies’ retirement plans. In addition, Max researched high growth potential equities utilizing Morningstar reports and other Merrill Lynch resources to make investment recommendations. As Assistant Exchequer, Max organized sweatshirt sales for the Kappa Delta Slapshot Hockey tournament to support Prevent Child Abuse America, raising over $2000.
Eric Chu
Eric Chu is a junior at The Ohio State University, double majoring in Finance and Actuarial Science. Eric is a member of the Honors Contract Program which teaches students business skills through real-life consulting work with Fortune500 companies as well as non-profit organizations. He is also a part of the highly selective Fisher Futures Investment Banking Program where he became certified in financial modeling and valuation through Wall Street Prep. Outside of the classroom, Eric is highly involved. He is currently the treasurer for the Common Cents Investment Group, a student organization aimed at teaching students how to invest their money in the stock market. In addition, he is the also the treasurer for Teach a Child, Inspire a Life, where he helps brainstorm and carry out fundraising ideas to raise money for the education of underprivileged children.
During the summer of 2011, Eric traveled overseas to Sydney, Australia, where he interned with Australia New Zealand Banking Group in the Corporate Finance Department. As an intern, he supported senior managers in creating credit facilities for new and existing clients. He also worked with credit analysts to rate and monitor the risk of individual companies and determine pricing structures for their credit facilities.
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Chip Gerstenmaier
Chip Gerstenmaier is a junior at The Ohio State University, majoring in Finance with a minor in Spanish. As a sophomore, Chip was selected to participate in Fisher Futures, a selective program for students pursuing investment banking. He is certified in financial modeling and valuation through Wall Street Prep. Chip is also one of the thirty students selected to partake in the Honors Cohort Program, a program that emphasizes real-world application of business skills focused on experiential learning, team work, presentation skills and exposure to Fortune 500 companies. Throughout his college career, Chip has been highly involved outside of the classroom. As a sophomore, he was elected as President of the Professional Development Program, a 30 member business organization designed to help underclassmen grow and develop key skills that lead to successful business careers through weekly workshops.
Chip returned home to Richmond, VA during the summer of 2011 for an internship with Davenport & Company LLC, the largest independent investment firm headquartered in Virginia. As an intern in the asset management department, he was delegated the responsibility of creating a new pitch book displaying the risks of portfolio concentration, which was used to bring new clients to Davenport. Chip also assisted a buy-side analyst with analysis of various companies in Davenport’s Midcap Equity Portfolio. .
Keith D. Johnson
Keith Johnson is a junior in the Fisher College of Business at The Ohio State University. Keith is pursuing a BSBA with dual specializations in Accounting and Finance. As a junior, Keith was accepted into the highly selective Fisher Futures Investment Banking Program. As part of the program, Keith became certified in financial and valuation modeling through Wall Street Prep. Keith was also accepted into the highly selective Honors Cohort Program which focuses on leadership, team building, presentation skills, and community service through a partnership with a focus company. In his first two years, Keith was active in the Business Scholars Program and Students Consulting for Non-Profit Organizations. Last winter, Keith had the opportunity to study abroad in Mexico’s Yucatan Peninsula completing his research on the globalization and impact of Cancun on the inhabitants and surrounding environment.
During the summer of 2011, Keith interned with JPMorgan Chase in New York City as a financial analyst in the Investment Bank Operations group. Keith was tasked with preparing monthly financial reports, analyzing inventory and market data to support cost saving initiatives, and creating a headcount tracking model to streamline the headcount forecasting process for Operations managers. This model now plays a vital role in the weekly headcount analysis for the Operations group.
Currently, Keith serves as President of the National Association of Black Accountants and occasionally sits on student panels on behalf of Fisher College of Business and the Business Scholars Program.
Navi Kang
Navi Kang is a junior from Twinsburg, Ohio, majoring in Finance and Financial Math. Navi is a member of Fisher Futures and Chimes Junior Honorary. As a sophomore, Navi interned at UBS in wealth management, where he interfaced with various advisory groups and portfolio managers to serve institutional and high net worth clients. Additionally, Navi represented the Ohio State team at an undergraduate investment competition at the Ross School of Business, where he led a team of three to analyze a major electronic payment solution company. Beyond his passion for the markets, Navi is the head of current financial news at Buckeye Capital Investors and helps serve the community with Chimes.
This past summer, Navi interned in Hong Kong as a business analyst, where he worked on a project in collaboration with Parker Hannifin. As part of the business scope, he delivered short and long-term Social Media and CSR plans for Parker Hannifin, specific to the Asia Pacific headquarters. Navi also has experience in financial and valuation modeling having completed the Wall Street Prep program.
Peter Krzystek
Peter Krzystek is a junior in the Fisher College of Business pursuing degrees in Finance and German and is a member of the University Honors Program. He has already completed a minor in Economics and is involved in the Fisher Futures Investment Banking Program, which exposes students to financial modeling and prepares them for interviews. Peter is also a member of the Sigma Alpha Epsilon fraternity, where he is a part of the executive board and contributes over sixty hours of community service annually. Peter has interned at CFT Securities LLC, a private brokerage firm in Edison, New Jersey and also manages his own investment portfolio. He is certified to speak German at a B2 level (he can speak and understand complex and abstract ideas).
Ye Lu
Ye Lu is a junior at The Ohio State University specializing in Finance, Economics and Actuarial Science. He is currently a member of the Fisher Futures investment banking program. Outside of the classroom, he is the Vice President of Community Services of Delta Sigma Pi and the Vice President of Finance of Global Business Brigades. Beyond student organizations, Ye co-founded and is currently managing an investment fund with other two students at University of Michigan and University of Toronto.
This past summer, Ye interned with Ziegler Capital Markets in the Religion & Education group. As an intern, Ye engaged in the preliminary debt coverage ability research and bond pricing modeling of a $10m deal. He also assisted in building a preliminary credit rating model and a financial information database of over 120 charter schools.
Currently, Ye is interning with Goodrich Asset Management, where he is responsible for analyzing market trends, back-testing investment models and computing rates of return for existing customers.
Jim O'Brien
Jim O’Brien is a junior at The Ohio State University, double majoring in Finance and Accounting with a minor in Economics. Since his sophomore year, Jim has studied in the Accounting Honors Program, which places a heavy emphasis on critical thinking skills to solve complex accounting issues. He was also accepted to participate in Fisher Futures, a selective program exposing students to the investment banking industry. Jim is certified in financial modeling and valuation through Wall Street Prep. Throughout his college career, he has been highly involved outside of the classroom. He is currently the Treasurer of FisherCARES and Vice President of Recruiting for Beta Alpha Psi, the Fisher College of Business accounting honorary fraternity.
During the summer of 2011, Jim interned with Worthington Industries in their Corporate Finance Department. As an intern, he performed forecasting analysis on various financial accounts and evaluated monthly capital expenditures of Worthington’s business units. Jim was selected to lead the transition of the financial database platform through validations of financial statements. In addition, he is a recipient of the 2011 Fisher College of Business Scholarship.
Kateryna Parke
Kateryna Parke is a junior at The Ohio State University, double specializing in Finance and Accounting with a minor in Economics. During her sophomore year, she was selected to participate in the 15th Honors Cohort Program which focuses on team work, real-world business projects, and exposure to Fortune 500 companies. Outside of the classroom, she has been involved with founding the Ohio State Chapter of Global Business Brigades, a global non-profit organization which focuses on empowering rural areas of Panama and Honduras through student lead consulting. This past September marks the first ever Ohio State trip to Panama through this new organization.
Last summer, Kateryna interned with JPMorgan Chase in their Columbus offices as a financial analyst intern in the corporate sector. During her summer working for Chase, she worked in the financial planning and analysis group for Central Transaction Operations, and evaluated the financial plans for 51 business cases that will impact the 2012 budget.
Brenen Palma
Brenen Palma is a junior at The Ohio State University pursuing majors in Finance and Accounting with a minor in Economics. He is currently a member of the Honors Cohort program, which emphasizes real world business projects and team building. He was also admitted into the highly selective Fisher Futures program and is certified in financial modeling. Outside of class, Brenen serves as President of the Undergraduate Finance Association and has also been involved with a student organization that does pro-bono consulting work for Columbus area non-profits. Being a first generation college student himself, Brenen participates in an organization through which he spends time working with incoming first generation students in hopes of helping them succeed at Ohio State.
Brenen spent this past summer as a finance intern with Shell Oil Company in Houston, Texas. He was responsible for the analysis and documentation of a government reporting process that he then transitioned to a service center. Brenen’s attention to detail enabled him to uncover inefficiencies within the process, which he then modified for subsequent year filings. Brenen’s exceptional performance exposed him to other opportunities such as internal statement auditing, foreign trade zone analysis and a company-wide database conversion project.
Mutian Rui
Mutian Rui is a second year Finance and Accounting major in the Fisher College of Business. As a freshman, he was accepted to the Fisher Futures Investment Banking Program and has received Wall Street Prep certification in financial modeling. He started an A Cappella singing group during his first quarter at Ohio State and, as its President, successfully recruited over twenty performers and sourced high-profile performances for the group at Ohio State and around Columbus. Additionally, as Internal Director for Students Consulting for Nonprofit Organizations, Mutian oversees five student-run consulting engagements with non-profit clients around Ohio. Finally, he is serving as Treasurer for the Asian American Association, developing financial controls to accurately track annual cash flows of more than $10,000.
This summer, Mutian interned as an analyst in Hill-Rom Holdings, Inc’s Global Supply Chain division. At Hill-Rom, he identified software redundancies in the supplier relationship management process, successfully reducing annual overhead by more than $250,000. In addition, Mutian designed and created models using Excel and VBA to project inventory levels for 20,000 raw material parts. Finally, he cemented the work he did over the summer by producing detailed user manuals for the models and training employees in using and updating the new tools.
Corey Snyder
Corey Snyder is a junior at The Ohio State University majoring in Finance and German. He was one of thirty outstanding business students selected to participate in Fisher’s Honors Contract Program. Contract is a series of classes which focuses on building analytical, consulting, and presentation skills while working with non-profit organizations and Fortune 500 corporations. Corey was also recently accepted into Fisher Futures which prepares Finance and Accounting students for an internship, and eventually, a career in investment banking. During the summer, Corey became certified in business modeling and valuation techniques through Wall Street Prep.
Outside of Fisher, Corey is involved in various student organizations. He is the treasurer of Alpha Phi Omega, a service fraternity focused on university, community, and national service. Also, Corey is a member of the Collegiate Council on World Affairs which hosts intramural Model UN, Model AU, and Model EU conferences. Lastly, Corey is an active member of The Ohio State Triathlon Club which participates and volunteers at various sporting events around the country. Last summer, Corey studied abroad at the Goethe Institute in Dresden, Germany. He took daily language and culture classes with students and professionals from around the world. He received high marks on the final exam which qualifies non-natives to work in Germany.
Shailee Upadhyay
Shailee Upadhyay is a junior in the Fisher College of Business at The Ohio State University. Shailee is pursuing a BSBA with dual specializations in Finance and Accounting. During her sophomore year, Shailee was accepted into the highly selective Fisher Futures Investment Banking Program.
Shailee started an internship in the summer of 2008 with PricewaterhouseCoopers, Mumbai, India as an articled trainee in the assurance department and continued through the summer of 2010. During her two year experience as an assurance intern, she performed basic audit duties for more than 15 business entities. She carried out various sampling techniques to test the effectiveness of the internal controls for revenue, expense and asset management cycles. She also prepared variance analysis reports and documented audit evidence in the MyClient database.
Patrick T. Westerlund
Patrick Westerlund is a junior in the Fisher College of Business at The Ohio State University. Patrick is pursuing a BSBA with a specialization in Finance. As a junior, Patrick was accepted into the highly selective Fisher Futures Investment Banking Program where he became certified in financial and valuation modeling through Wall Street Prep. Patrick was also accepted into the highly selective Honors Cohort Program, a year-long intensive academic program led by top Fisher faculty that focuses on leadership, team building, presentation skills and applied and service learning through real business partnerships. During his sophomore and junior years, Patrick was active in Students Consulting for Non-Profit Organizations where he began as an Associate before quickly being promoted to the position of Project Manager. He is also on the executive board for the annual Alleviating Poverty Through Entrepreneurship Summit and is Co-Chair of the Event Committee for the International Affairs Scholars Program.
Patrick interned with the National Services Group through the College Works Management Internship Program where he designed and implemented a $38,000 branch of a residential painting company. Some of his tasks involved creating marketing plans, production forecasts and post-profit analyses while hiring and managing employees and maintaining open lines of communication with 17 different clients. Patrick received the “Production Excellence Award” for the state of Ohio after earning a 100% customer service rating, a 25.65% profit margin and producing over $50,000 worth of service.
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Robert Aurand
Robert Aurand is a junior in the Fisher College of Business at The Ohio State University. Robert is pursuing a BSBA with dual specializations in Finance and Economics. As a junior, Robert was accepted into the highly selective Fisher Futures Investment Banking Program. As part of this program, Robert became certified in financial and valuation modeling through Wall Street Prep. Robert was also accepted into the highly selective Honors Cohort Program which focuses on leadership, team building, presentation skills, and community service through a partnership with a focus company. In his first two years, Robert was active in the Common Cents Investors Group and the Alpha Lambda Delta/Phi Eta Sigma Honorary Society.
This past summer, Robert interned with Time Warner Cable in the finance department of the business class segment. As an intern, Robert evaluated and approved capital expenditures of up to $50,000. He also assisted in the audit of a new commercial IRR model and worked to develop a standard regional process for handling the Universal Service Administrative Company’s E-Rate Program, which provides discount cable service to schools and libraries.
Ryan Daulton
Ryan Daulton is a third year from Dublin, Ohio, majoring in Finance and Accounting. Ryan is a member of the Honors Cohort Program and the Fisher Futures investment banking program. As a freshman, Ryan worked with a set of peers to found Students Consulting for Non-Profit Organizations, where he now serves as the President. As a member of SCNO Ryan has helped consult for 7 non-profit clients to date and has helped grow the organization to over 50 members. Beyond SCNO, he is the treasurer of the Undergraduate Finance Association and volunteers with Fisher Cares.
This past summer, Ryan interned in New York City with PricewaterhouseCoopers in their State and Local Tax practice assisting with various employment tax and abandoned and unclaimed property assignments. In the summer of 2009, Ryan interned with Merrill Lynch and Directions for Youth and Families in Columbus, Ohio as a finance intern. Ryan also has experience in financial modeling having completed the Wall Street Prep online valuation program.
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Carl Ghandhi
Carl Ghandhi is a junior at The Ohio State University, double majoring in Finance and Accounting with a minor in Economics. As a sophomore, he was accepted into the Honors Cohort Program, which emphasizes leadership, team building and presentational skills through an intensive year-long program consisting of real world business partnerships. Throughout his college career, he has been highly involved outside of the classroom. He is currently the President of Fisher Ink, a professional business magazine, and the Vice President of Finance for the Fisher Citizenship Program, which helps first-year students integrate into the Fisher College of Business.
During the summer of 2010, Carl interned with Ernst & Young, where he was exposed to shadowing experiences in the Assurance practice and worked with the National Employment Tax Division to advise a client concerning their unemployment tax policies. He was also the recipient of the 2010 Ernst & Young minority Scholarship. Over the summer, Carl received his certification in Valuation and Business Modeling from Wall Street Prep.
Currently, Carl is interning with Morgan Stanley Smith Barney, where he is responsible for analyzing market trends, participating in conference calls with portfolio managers and collating pitch books.
Venkata Vimala Nandula
Vimala Nandula is a junior at The Ohio State University double majoring in Economics and Finance. She is currently a part of the Honors Cohort program, which emphasizes real world business projects, team-building skills and presentation skills. She is also a member of Fisher Futures and is Wall Street Prep certified. While at Ohio State, Vimala has been highly involved inside and outside the classroom. She helped co-found and is currently the vice-president of finance of Students Consulting for Non-Profit Organizations, which does pro-bono consulting work for Columbus area non-profits. She is also a member of an MBA level-consulting group called Fisher Professional Services. Vimala is also involved with the Presidential Host Program and is an active brother of Delta Sigma Pi, a co-ed professional business fraternity.
Last summer, Vimala interned with Ernst and Young in their Financial Services office in New York City. As an assurance deployment intern, she performed basic audit duties and assisted the deployment team in staffing personnel for the Assurance practice. She also analyzed variance and personnel reports using a scheduling software called ARMS to ensure target utilization rates and to maximize efficiency.
Rebecca Reed
Rebecca Reed is a junior at The Ohio State University specializing in Finance and Accounting with a minor in Economics. Rebecca is also one of the thirty students selected to partake in the Honors Cohort Program, a program that emphasizes real-world application of business skills focused on experiential learning, team work, presentation skills and exposure to Fortune 500 companies. When she is not in the classroom, Rebecca is highly involved in the Fisher College of Business community. She dedicates a significant portion of her time to an organization that she co-founded in 2009, Students Consulting for Non-Profit Organizations, where she works to secure quarterly consulting projects with local non-profits and manages the team leads for each engagement throughout the quarter. In addition, she is involved with the student service organization, FisherCARES, serving as the service chair coordinating student volunteering at the Franklin County Dog Shelter every month.
During the summer of 2010, Rebecca interned with PricewaterhouseCoopers in New York City in the Financial Services Tax Department. During her eleven week internship, she was delegated the responsibility of completing over 2,000 tax returns and was recognized for her high performance by being placed on a special client engagement to expand PwC’s services to a prestigious financial service firm. In 2010, Rebecca was also a recipient of the Fisher College of Business Scholarship and the Mitte Community Service Scholarship.
Udit Sekhri
Udit Sekhri is a junior at The Ohio State University, majoring in Finance with a minor in Economics. In his sophomore year, Udit was selected to be a member of the Fisher Futures Investment Banking Program, where he received his certification in financial valuation and modeling through Wall Street Prep. Along with this Udit was accepted into a highly competitive Honors Cohort Program, which emphasizes team building, presentation skills, and real-world application of coursework through coordination with Fortune 500 focus companies. Throughout his college career, Udit has been highly involved outside of the classroom as a member of Students Engaging in Responsible Volunteering, Indian American Association, Mirrors Sophomore Class Honorary, and Fisher Professional Services.
Udit interned with Ernst & Young during the summer of 2010, where he was selected as a member of their Horizon Training Program and exposed to Ernst & Young’s Assurance, Tax, and Advisory service lines. After displaying an aptitude for advisory services, Udit’s engagement focused on process improvement through reliability. He worked alongside junior and senior management, researching and providing advisory services for Procter & Gamble. In addition Udit is the recipient of the 2010 Fisher College of Business Scholarship.
Mintai Wang
Mintai Wang is a junior at The Ohio State University, majoring in Finance and Financial Mathematics with minors in Economics and French. She is part of a highly selective Honors Contract program where she works on consulting projects for local non-profits and a Fortune 500 corporation. Mintai is the President of the Purchasing and Supply Management Association, and she serves as the Vice President of Business Development for the Ohio State Chapter’s AIESEC, the world’s largest student-run not-for-profit organization that pursues interconnecting the world through creating international exchange opportunities. Mintai has lived in China for nine years and Japan for five years before coming to the United States. She brings a global business perspective, and her international experience has helped her become easily adaptable to new environments. This past summer, Mintai shadowed at securities and futures companies in China, where she learned about the Chinese financial services industry and the financial markets in China. She is also certified in financial modeling and valuation through Wall Street Prep.
Erica Wong
Erica Wong is a junior at The Ohio State University, double majoring in Finance and Accounting with a minor in International Studies. As a sophomore, Erica was selected to participate in Fisher Futures, a selective program for students pursuing investment banking. She is certified in financial modeling and valuation through Wall Street Prep. Erica was also accepted into the Honors Contract program which exposes students to real-world application of business skills through case study and consulting work with both non-profit and Fortune 500 corporations. Throughout her college career, Erica has been highly involved outside of the classroom, serving as a senior cabinet director of the Undergraduate Student Government, along with co-founding a school chapter of international non-profit, Global Business Brigades, which connects students with rural villages, working towards sustainable development.
Erica started an internship in the summer of 2010 with JPMorgan Chase as a finance analyst in Consumer Banking. Working directly with junior and senior management, Erica was tasked with producing monthly sales projections and financial analysis for Chase’s new branch portfolio, over 700 branches in total. She continues her internship by assisting management with the building of a new investment model by performing financial analysis on more than 5,000 Chase branches.
Xiaoyu Xu
Xiaoyu Xu is a junior in the Fisher College of Business at the Ohio State University. Xiaoyu is pursuing a major in Accounting and a minor in Mathematics. As a sophomore Xiaoyu was accepted into the Fisher Futures Investment Banking program and the Accounting Honors Program. Outside of the classroom, she is a peer advisor in the Fisher Undergraduate Programs and Advising Office, and is the Technology Chair of Fisher Cares, which is a student organization focuses on community service. Xiaoyu spent the past summer working for Bank of China Limited, one of the four major banks in China, as an accounting and finance intern. She rotated in different departments where she assisted in customized financial services to serve the needs of multiple corporate and individual clients, aided corporate clients in global trade with a focus on import trade financing, and helped with daily and monthly financial statement processing. Xiaoyu also received certification in financial valuation and modeling from Wall Street Prep this past summer.
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Evan Cottington
Evan is a junior Finance major in the Fisher College of Business at The Ohio State University. In his sophomore year, Evan was selected to be a member of the Fisher Futures Investment Banking Program. Outside of the classroom, Evan is on the Finance Committee of the Undergraduate Business Council, and he also serves as a Vice-President of the Buckeye Capital Investors club, which focuses on discussing current trends in the securities markets.
This past summer, Evan interned at Memorial Sloan-Kettering Cancer Center in New York. In the finance department, he was in charge of reviewing over $250 million worth of fund accounts to determine that they were being expensed correctly while also contributing to the A-133 audit of the grants and contracts department. In addition, Evan also spent time studying abroad in Hong Kong meeting with various businesses, visiting the Hong Kong Stock Exchange and Hong Kong Monetary Authority and attending lectures at the Polytechnic University in order to obtain a grasp of business practices in this emerging market.
Blair Gould
Blair Gould is a junior in the Fisher College of Business at the Ohio State University. Blair is pursuing a major in Finance and a minor in Economics. As a junior Blair was accepted into the Fisher Futures Investment Banking program. Outside of the classroom, he is involved in the Undergraduate Finance Association as well as the Ohio State Ski Club.
Blair spent the last summer working for Shearer’s Foods, Inc. as a marketing intern as well as receiving certification in financial valuation and modeling from Wall Street Prep. As an intern, he was responsible for scheduling events in and around the Columbus area to promote Shearer’s products and worked closely with the Columbus branch manager, marketing specialists and Shearer’s VP of Marketing.
David Jusseaume
David Jusseaume is a senior in the Fisher College of Business at the Ohio State University. He is planning to graduate in December 2010 with a major in Finance and a minor in Economics. David is part of the exclusive Fisher Futures Investment Banking Program, which is designed for talented students interested in investment banking. Also, through the Wall Street Prep training program, he recently became certified in financial and valuation modeling.
Last summer, David interned in the finance and accounting department at Arthur Middleton Capital Holdings, which is the highly successful parent company of several direct marketing subsidiaries. Later in the summer and into autumn, David interned in the wealth management division for Merrill Lynch’s main office in Columbus, Ohio. Currently, David leads OSU Tees, LLC, as the creator and partner of this student based apparel company.
Daniel Kane
Daniel Kane is a junior at The Ohio State University pursuing a BSBA in Finance. Upon admittance, he was selected into the International Affairs Scholars Program allowing him to complement his business education with a global understanding. As a sophomore, Daniel’s international interests led him abroad to study international economics at Università Commerciale Luigi Bocconi in Milan, Italy. He is refining this understanding through undergraduate research on foreign and U.S. markets his senior year.
Outside the classroom, Daniel studies finance and financial markets through his participation in the Undergraduate Finance Association and Common Cents Investment Group.
Daniel believes that our future lies in scientific discovery and gains an understanding of the field of science by studying cancer at a molecular genetics lab at Ohio State’s BRT building. He intends on using this understanding to pursue international bio-med and bio-tech investments in the future.
Xuan Li
Colin McMahon
Colin McMahon is a junior at the Ohio State University, majoring in Finance and Risk Management with a minor in Environmental Studies. Colin is part of the highly selective Honors Contract group, which consults local non-profits and corporations on challenging business issues. Colin has also served as President of Buckeye Capital Investors for the previous two years, where he leads weekly meetings, educating students about fundamental and technical analysis of capital markets. Colin represented the Fisher College of Business in the 2008 Rotman International Trading Competition at the University of Toronto. He was the only freshman amongst undergraduate and MBA candidates from 36 teams around the world and finished in 3rd place.
This past summer, Colin interned at the local wealth management firm Budros, Ruhlin & Roe, where he assisted financial planners. He created excel models valuing companies’ pension plans as well as a Grantor Retained Annuity Trust (GRAT) distribution model. The GRAT model reduced time that it takes employees to distribute the annuities and saved the company significant labor hours.
Sean Roach
Sean Roach is a third year student from Cleveland, Ohio and is triple majoring in Finance, International Business and Spanish. He is a member of Honors Contract and Fisher Futures: highly selective programs reserved for only the top students at Fisher. Outside of class, he holds officer positions in three student organizations and is a captain of a competitive traveling sports team. He recently worked at Merrill Lynch in a personal wealth management department where gained experience in the investment sector. Next year, he will finish his degree after a study abroad in Madrid studying at one of Spain’s most renowned business schools, Universidad Pontificia Comillas.
Brad Rollins
Brad Rollins is a junior majoring in Finance and Accounting at The Ohio State University. As a sophomore, Brad was selected to be a part of Fisher Futures Investment Banking Program. Brad is certified in financial modeling and valuation through Wall Street Prep. While at Ohio State, Brad has been involved in various student organizations, including Professional Development Program, where he serves as Vice President of Sponsorship and Students Consulting for Non-Profits, where he is a Team Leader for a project that is conducting cost-benefit analysis of a non-profit organization’s fundraisers.
During the summer of 2009, Brad interned at Children’s Hunger Alliance (CHA), a non-profit organization in Columbus, where he preformed finance and accounting work. At CHA, Brad preformed statistical analysis and created expense documents to streamline financial recording. He also interned under a broker at Merrill Lynch, where he learned more about capital markets and strategically marketed financial services to high net worth individuals.
Abinav Sankar
Abinav Sankar is a junior in the Fisher College of Business at the Ohio State University pursuing a degree in finance as well as minors in statistics and economics. As a sophomore, Abinav was accepted into the highly selective Fisher Futures Investment banking program. Outside of the classroom, he manages his own stock portfolio (trading equities and options) and has posted positive returns for the past 7 years. He is also heavily involved with Undergraduate Finance Association, Buckeye Capital Investors and Common Cents Investment Group. Furthermore, Abinav is an owner and technician of Burning River Technology Services, a company that he is a co-founder of.
Last summer, Abinav worked at Merrill Lynch in the equity capital markets division. As an intern, he was responsible for tracking various stocks, commodities, option chains, and indices in addition to conducting equity research and valuation. Prior to working at Merrill Lynch, Abinav worked at Ameriprise Financial where he assisted financial advisors in creating and organizing financial plans for various clients.
Matt Von Bargen
Matt Von Bargen is a junior in the Fisher College of Business at The Ohio State University. Matt is pursuing a degree in Finance and is currently working towards an early graduation date of December 2010. As a sophomore, Matt was accepted into the Fisher Futures Investment Banking Program, which is a highly selective group of students interested in Investment Banking.
Outside of the classroom, Matt is a member of Tau Kappa Epsilon international fraternity where he serves as the head of the Philanthropy Committee. Hailing from Rochester, New York, Matt has already learned what it takes to adapt to new surroundings. Last summer, Matt interned with Merrill Lynch in the wealth management division. As an intern he was responsible for researching equity and mutual fund performance as well as analyzing client 401k options. Matt previously worked for Wegman’s Food Markets, rated as Fortune 500’s number one company to work for in 2005.
David Wilkes
David Wilkes is a junior at The Ohio State University, double majoring in Finance and Accounting with a minor in Economics. He was selected to be a member of the Honors Accounting Program as a sophomore. He was then accepted into the Honors Cohort Program, which emphasizes team building, presentation skills and real-world application of coursework through coordination with Fortune 500 focus companies. Throughout his college career, he has been highly involved outside of the classroom as a member of The Ohio State University Honors Student Advisory Board, Ohio State Honors Collegium, Presidential Host Program, and FisherCARES volunteer organization.
David interned during the summer of 2009 with PricewaterhouseCoopers, where he was selected as a member of their Talent Development Program and exposed to PwC’s Assurance and Tax lines of service. After displaying an aptitude for financial services, David’s engagements focused upon the Assurance and Business Advisory Services sector. He worked alongside junior and senior management, auditing second quarter SEC filings for private and publicly traded clients. He has been recognized nationally as 1 of 74 students to receive the PricewaterhouseCoopers eXceed Minority Scholarship, and he was later honored as a 2009 Ernst & Young Minority Scholarship recipient.
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