Class of 2013
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.