Fisher Futures Investment Banking Program
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 internship and thus be well positioned to secure a full-time career position in the investment banking industry upon graduation.
- You must be admitted as a Business Major with a Specialization in Finance and/or Accounting by Fall 2013
- You must have at least a 3.50 cumulative GPA after Spring Semester 2013
- You must be available for a summer internship in 2014 (May - August)
- You must be planning to graduate by May 2015
If you are accepted into Fisher Futures, you will:
- Compete for a Summer 2014 internship in the investment banking industry
- Participate in an Autumn 2013 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
You can attend an information session in 150 Gerlach Hall:
- Monday, February 4th, 10:30am – 11:30am
Office of Career Management Conference Room
- Wednesday, February 6th, 6:30pm – 7:30pm
Office of Career Management Resource Room
- Thursday, February 7th, 2:00pm – 3:00pm
Office of Career Management Conference Room
- Tuesday, February 12th, 3:00pm – 4:00pm
Office of Career Management Conference Room
- Wednesday, February 13th, 9:00am – 10:00am
Office of Career Management Conference Room
Please note: If you cannot attend the above information sessions, please feel free to contact Kathryn Ertel at email@example.com with any questions you might have. All application information is provided online as well as profiles and resumes of former Fisher Futures.
Turn in all of the following by 5 pm on February 22, 2013 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).
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
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 2014||Class of 2013|
Tyler Frederick is a junior pursuing a BSBA with a specialization in Finance at The Ohio State University. Tyler is a member of the Honors Cohort Program, which focuses on leadership, team building, presentation skills, and community service through a partnership with a focus company. He was also admitted into the highly selective Fisher Futures Investment Banking Program where he became certified in financial modeling and valuation through Wall Street Prep. In addition, Tyler is a member of the Ohio State Varsity Lacrosse team and has recently been selected as a Big Ten Distinguished Scholar, ECAC All-Academic, and Ohio State Scholar Athlete.
Tyler returned home to Baltimore, MD during the summer of 2012 for an internship with The American Red Cross, a disaster relief agency and the largest supplier of blood and blood products in the United States. Amongst his varied tasks, Tyler helped refresh the baseline benchmark analysis to evaluate how the costs to support the Information Technology department compare with other non-profit organizations. He also assisted in other various comparative analysis studies and tasks to support the finance department.
Eric Hornung is a junior at The Ohio State University pursuing majors in Finance and Economics with a minor in Chinese (Mandarin). Eric is an alumni of Business Scholars, a competitive program for high achieving students with an interest in business, and helped to found the first Business Scholars Leadership Council serving as Vice President. He has also studied abroad in Costa Rica studying green business practices, volunteered in impoverished neighborhoods of Ecuador, and won the 2010 SCNO Case Competition sponsored by Deloitte Consulting, a venture capital case. Understanding the challenges new Ohio State students face coming to such a large university, Eric is serving as a Fisher Peer Advisor assisting freshmen in their business survey course.
Eric returned home to Cleveland this summer to work at The Ancora Group, a private wealth management firm in Cleveland, where he was responsible for completing equity research, developing material for investment strategies and client proposals, and updating inefficient reporting databases. His research was cap-stoned with a 59 page report and analysis comparing the advantages of active versus passive investing comparing domestic, emerging market, international, and fixed income funds to respective indices. The previous summer Eric served as a summer analyst for Parker Hannifin in Hong Kong and delivered short and long-term Social Media and CSR plans for Parker, specific to its Asia Pacific Group.
Currently, Eric is a member of the Buckeye Leadership Fellows, a program powered by Ohio State alumni that empowers students with real world challenges. Eric is also President of Alpha Kappa Psi Professional Business Fraternity and co-Founder/Treasurer of BiggerThanTheGame, an on-campus charity.
Jess Hunger is a junior in the Fisher College of Business at The Ohio State University. He is pursuing a BSBA with a specialization in Finance and minors in both Economics and Communications. He was admitted to the Fisher Futures Investment Banking Program and is now certified in financial modeling and valuation through Wall Street Prep. Jess was also one of thirty students admitted to the Honors Cohort Program which focuses on leadership, team building, presentation skills, and community service through a partnership with a focus company. In addition, Jess was elected to serve as the VP of Finance for Fisher Forward, a growing student organization which pairs upper class mentors with a first or second year business student.
Outside of the classroom, Jess is involved in Greek life and is a member of the Sigma Chi Fraternity where he served as the Community Service Chairman for the past year. This past summer, Jess interned at Meyer Products, a leading manufacturer in the snow and ice control industry. While interning for Meyer he forecasted revenues and projected inventory levels for over 5000 parts. In 2011, Jess interned with World Shipping where he completed a health and benefits audit on over 500 employees.
Jeff Kessler is a junior in the Fisher College of Business pursuing a BSBA in Finance, Accounting, and Economics. He is currently a member of the Honors Cohort program, which emphasizes leadership, team building, and community service through experiential learning and corporate partnerships. As a junior, Jeff was accepted into the highly selective Fisher Futures Investment Banking Program and has received certification in financial and valuation modeling.
In his first two years, Jeff worked as a Resident Advisor and then as a Resident Manager supervising a staff of 30 employees and managing the operations of three residence halls housing over 500 students. Upon first starting at Ohio State, he became actively involved with Students Consulting for Non-Profit Organizations while also interning at a Human Resources Consulting Firm part-time. Later, Jeff was initiated into Alpha Kappa Psi Professional Fraternity where he currently is Director of Corporate Relations. Additionally, Jeff serves as the President of Fisher Citizenship Program leading the affairs of 17 executive board members to further grow and develop the program integrating over 1,500 first year students into the Fisher College of Business annually.
Jeff continues to become more experienced in the financial services industry having obtained internships in both private wealth management at a mid-sized brokerage, and corporate and institutional banking at PNC Bank.
Patrick Lynch is a junior at The Ohio State University pursuing a major in Finance. He was admitted into the highly selective Fisher Futures Investment Banking program. This is a program built to prepare students for an internship in investment banking. Through this program, students gain certification in financial modeling and valuation by way of Wall Street Prep. Patrick was also accepted into the selective Financial Services Industry Cluster, a class taught by an expert Fisher faculty lecturer as well as top business professionals. The industry cluster program offers its students hands-on training in the financial services industry. Throughout his college career Patrick has been highly involved outside the classroom. As a sophomore, he was appointed Vice President of the Fisher Real Estate Society, a student organization designed to inform students on all the career opportunities involving the real estate field. Patrick also is highly involved in the Columbus soccer community as both a coach and player.
Brian Mathews is a junior in the Fisher College of Business at The Ohio State University. Brian is pursuing a BSBA with a specialization in Finance. As a sophomore, Brian was accepted into the highly selective Fisher Futures Program. Brian is certified in financial modeling and valuation through the Wall Street Prep program. He is actively involved in several organizations within the Fisher School of Business including the Undergraduate Finance Association, and the Common Cents Investment Group. Brian also participates on a club athletics team at the university.
Throughout his sophomore year, Brian worked as an intern at (Bank of America) Merrill Lynch for a Financial Advisory team. Following this experience, Brian was accepted as an analyst at a local investment banking firm, Ross, Sinclaire & Associates, LLC. During the summer he worked as an analyst on over 50 municipal bond financings with total par values of over $500 million. As an analyst at a smaller firm, Brian has hands-on experience in all phases of the underwriting process. This school year, Brian is continuing employment at RSA, where he works approximately 30 hours per week.
Ryan Matthews is a junior in the Fisher College of Business at The Ohio State University. Ryan is pursuing a BSBA with a specialization in Finance. As a sophomore, Ryan was selected to participate in Fisher Futures, a highly selective program for students pursuing a career in investment banking. Through Fisher Futures Ryan became certified in financial and valuation modeling through Wall Street Prep. As a freshman at Ohio State, Ryan joined the Phi Delta Theta fraternity and was elected as Social Chairman.
This past summer Ryan interned with the Young Entrepreneurs of America through the Student Painters Internship Program. Throughout the spring Ryan implemented a marketing plan for his business and also held interviews with potential employees. During the summer Ryan ran a $35,000 painting business with a profit margin of 25%. Tasks throughout the summer included: production forecasts, profit analyses, hiring and managing 6 employees, and maintaining open lines of communication with 21 clients.
Davon Norris is a junior at The Ohio State University double majoring in Accounting and Finance with a minor in Economics. Since his sophomore year, Davon has studied in the Accounting Honors Program which places strong emphasis on critical thinking skills to solve complex accounting issues. He has also been accepted in Fisher Futures, a selective program preparing students for the investment banking industry. Davon is certified in financial modeling and valuation through Wall Street Prep. He has also been involved outside the classroom. He currently serves as the Vice President of Pledge Education and Social Committee Co-Chair for Delta Sigma Pi and is also a Diversity Ambassador aiding Ohio State University in recruiting minority students.
During the Summer of 2012, Davon interned with the Shenzhen Economic and Trade Representative Office in Sydney, Australia. As an intern, he offered consulting services for Australian companies interested in expanding their operations into Shenzhen, China. Davon created a proposal for Australia and New Zealand Banking Group Limited (ANZ) explaining the benefits of increasing their Chinese operations and establishing services in Shenzhen.
Ryan Shon is a junior in the Fisher College of Business at The Ohio State University and is a double major in Finance and Accounting. Recently, he was accepted into Fisher Futures, which is a highly selective program that places a heavy emphasis on financial modeling and the many aspects of Investment Banking. He is certified in financial modeling through Wall Street Prep. He has been a member of the Kappa Sigma Fraternity for over 16 months and currently resides as the Chairman to the Capital Campaign, which is a sub-organization of Kappa Sigma that has been formed to raise $1.5 million for updates to its chapter house. As Chairman, he directs, organizes, and oversees the 4 committees that will work towards the target goal.
This summer, Ryan interned at Merrill Lynch Wealth Management in downtown Columbus. He carried out various administrative tasks and monitored the day-to-day flow in the market. Ryan has funded all of his tuition and part of his living expenses via two scholarships from the university and one from his Fraternity, which were granted to him for his outstanding academics and student involvement. As a freshman, he participated in the London Honors Study Abroad program. In addition to other involvement, he is a member of the Accounting Association and The National Society of Collegiate Scholars.
Nicholas Summe is a junior in the Fisher College of Business. He is pursuing a BSBA with a specialization in Finance and a minor in Economics. As a sophomore, Nicholas was selected to participate in Fisher Futures, a selective program for students pursuing a career in investment banking. As part of the program, he became certified in financial modeling and valuation through Wall Street Prep. Outside of the classroom, Nicholas has been involved with Buckeye Capital Investors and the Wrestling Club.
During the summer of 2011, Nicholas interned with AlphaMark Advisors, a financial advisory firm in the Greater Cincinnati area. While at AlphaMark, he supported the portfolio manager in monitoring the firm’s investments and identifying suitable investment candidates by utilizing proprietary discounted cash flow models. This past summer, Nicholas worked in Hong Kong in the actuarial department of Ace Life Insurance Company. He helped the department in updating interest rate swaps, cross currency swaps, bond yields and solvency values on a daily basis. He also helped to backtest a new strategy for the firm’s equity investments.
Alexander Urban is a junior at The Ohio State University pursuing a dual degree / triple major in Finance, Political Science, and Chinese. As a member of the Fisher Futures Investment Banking Program, he received extensive training in financial modeling and business valuation. Alexander was further selected to participate in the Fisher College of Business Honors Cohort, a leadership program that takes a holistic approach to learning through experience and applied service.
Alexander is highly active outside of the classroom. He currently works as a Resident Advisor in Jones Tower Residence Hall and as a Fisher Business School Ambassador, serving as a student representative at recruiting events and orientation sessions.
This past summer Alexander interned at The Red Flag Group in Hong Kong, an independent consulting firm specializing in corporate governance and compliance. He was responsible for a comprehensive research project on the top 150 companies by market capitalization in the Hong Kong Stock Exchange – giving a detailed presentation to the CEO on his findings and participating in a due diligence project that enabled companies to better screen potential acquisitions for red flags.
Prior to enrolling at OSU, Alexander was educated at international schools in Hong Kong, Beijing and London.
Tianchao Xu is a junior at the Fisher College of Business pursuing majors in Finance and Accounting, and a minor in professional writing. He is currently a member of the Fisher Futures program, which exposes members to the investment banking industry and financial modeling. He was also admitted into the Honors Contract and Financial Industry Cluster programs. Outside of the classroom, he was also involved as the fundraising committee director for Global Business Brigades, a microfinance non-profit organization that sponsors students to participate in sustainable business development projects in under-privileged areas.
This past summer, Tianchao interned as an analyst at Intelligent Edge Advisors in New York. He assisted in developing the valuation decks for a sell-side pitch for a healthcare company using intrinsic and market-based valuation methodologies. He also participated in the due diligence process for a $20 mm sale of an industrial company as well as in expanding and following up with the lists of potential strategic buyers and financial sponsors.
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 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.
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 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 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 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 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 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 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 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 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 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.