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Careers in Finance

Author: Raymond A. Mason School of Business | The Boehly Center

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This podcast utilizes industry experts to help educate students and listeners on the industry of finance and how to be best prepared for a career in financial services. Find out more about The Boehly Center at boehlycenter.mason.wm.edu.
30 Episodes
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Today, host Morgan Hutter welcomes Roger Pratt (’74) who has had a long career in the real estate investment space - most notably with Prudential, Fred Henritze (’76) of the Brookdale Group, and David Klepser (’97) of Ram Realty Advisors. They discuss commercial real estate investments, what the various real estate investment types are, what students can do to learn more about the commercial real estate investment field, and more. If you'd like to learn more about The Boehly Center come visit us at boehlycenter.mason.wm.edu.
Today on the show, we’re excited to welcome Mark Decker (’97), CEO of Centerspace, and Taylor Mokris (’06), Senior Vice President of Seniors Housing and Care at Bellwether Enterprise Real Estate Capital. Mark and Taylor join host Morgan Hutter to discuss their career paths that led them to the commercial real estate space, the difference between commercial real estate, residential real estate, and REITs, how commercial real estate banking is different from investment banking, and much much more. If you'd like to learn more about The Boehly Center come visit us at boehlycenter.mason.wm.edu.
On today’s show, host Morgan Hutter is joined by Nicholas Kwasnik, a first-year student at William & Mary. Nicholas is a Senior Analyst at William & Mary’s Mason Investment Club, and is Vice President of the school’s John Quincy Adams Society Chapter, and today will take a look at the social consequences of our addiction to social media and the relationship of the largest social media companies to the financial services industry.  If you'd like to learn more about The Boehly Center come visit us at boehlycenter.mason.wm.edu.
Today on the show, host Morgan Hutter welcomes Alhassan Ouf and Abbey Doski to talk about the Boehly Center’s Post-Baccalaureate Fellowship. Abbey and Alhassan are previous fellows in the program and join the podcast to share their experiences; what they accomplished, who it benefited their future careers, the favorite aspects of their time as a fellow, and more. If you'd like to learn more about The Boehly Center come visit us at boehlycenter.mason.wm.edu.
Today on part 3 of our Transition from Student to Employee series, host Morgan Hutter along with Danita Trice and Rachel Southern discuss adjusting to office culture. How long should it take a new employee to acclimate to a new work environment? Should a new employee voice their opinion on everything immediately? What virtual meeting backgrounds are appropriate? Listen in to find out the answers to these questions and more. If you'd like to learn more about The Boehly Center come visit us at boehlycenter.mason.wm.edu.
On this second episode of a three-part series on preparing for success, host Morgan Hutter welcomes back Rachel Southern and Danita Trice to talk about email and time management. The average person receives 78 work emails a day and spends approximately 37 hours a week on email. Listen in as they discuss the best tips and tricks to keep your life organized, both inside your inbox and outside of it. If you'd like to learn more about The Boehly Center come visit us at boehlycenter.mason.wm.edu.
Transitioning from student life to a full-time employee can be challenging. In this episode - part 1 of a 3-part series - host Morgan Hutter welcomes Rachel Southern , the Assistant Director for Industry Advising in Business Careers in the Office of Career Development and Professional Engagement in the Cohen Career Center, and Danita Trice, Associate Director Over Academic Engagement at the Boehly Center. They discuss tips, tricks, and best practices students should utilize when making the leap from campus life to full-time corporate employee. If you'd like to learn more about The Boehly Center come visit us at boehlycenter.mason.wm.edu.
Host Morgan Hutter welcomes Madison DiLenge and Eliza McKenney of Cornerstone Research. Both are resent alums of William & Mary and today speak about their careers at Cornerstone - what kind of company it is, what kind of work they do, their passion about being economic consultants, and more. If you'd like to learn more about The Boehly Center come visit us at boehlycenter.mason.wm.edu.
On today’s show, host Morgan Hutter welcomes Professor Joey Smith of the Raymond A. Mason School of Business, and the William & Mary Financial Literacy Program Coordinator Alex Sadid. They discuss why financial literacy is important, how the William & Mary Financial Literacy Program can help current students prepare for financial planning after graduation, and the importance of planning for retirement. If you'd like to learn more about The Boehly Center come visit us at boehlycenter.mason.wm.edu.
On today’s show, host Morgan Hutter welcomes MBA graduate Class of 2001 Samira Imamverdiyeva. Samira speaks about her career journey from William & Mary to being the current Mergers and Acquisitions Controller for American Express, what her job entails, what students should consider when thinking about a career as a Mergers and Acquisitions Controller, and much more. If you'd like to learn more about The Boehly Center come visit us at boehlycenter.mason.wm.edu.
Today on the show, host Morgan Hutter welcomes William & Mary graduate and Investment Banker with New York City’s Raymond James, Laura Holden. Laura talks about her career journey into investment banking, how different sizes of investment banks do different things, and her advice for students considering entering the investment banking field. If you'd like to learn more about The Boehly Center come visit us at boehlycenter.mason.wm.edu.
Today on the show, host Morgan Hutter previews William & Mary’s brand new Online Masters of Science in Finance with Associate Dean for Online Programs and Executive Director for the Center for Online Learning, Pam Suzadail. They talk about the genesis of the program, what services are offered, and how it benefits students. If you'd like to learn more about The Boehly Center come visit us at boehlycenter.mason.wm.edu.
Today on the show, host Jad Howell welcomes Ellen Longman, a senior research analyst at the NY Federal Reserve; Josh Hurwitz, an economics Ph.D student and teaching fellow at Harvard; and Professor Julie Agnew from the Mason School of Business. Together, they talk about their experiences pursuing a Ph.D, what drives a Ph.D candidate, and the sacrifices that need to be made along the way. If you'd like to learn more about The Boehly Center come visit us at boehlycenter.mason.wm.edu.
Today, host Morgan Hutter welcomes Tony Nobili. Tony has a BBA in Finance from William & Mary (’92), and an MBA from the University of Louisville (’94). Tony is currently in client strategies at Bank of America and joins the show today to discuss financial risk management; what is risk management, how to identify risk, and what risks are on the horizon for the finance industry. If you'd like to learn more about The Boehly Center come visit us at boehlycenter.mason.wm.edu.
William & Mary students are beginning to receive job offers, and decisions need to be made regarding which offers to accept. Today on the show, host Morgan Hutter welcomes Rachel Southern, Assistant Director for Industry Advising in the Cohen Career Center, and Carlos Freyre, a student at William & Mary majoring in Finance and International Relations. How can students best decide on whether or not to take a job, or how can students decide between two competing job offers? Join us today as Rachel and Carlos give their expert opinions. If you'd like to learn more about The Boehly Center come visit us at boehlycenter.mason.wm.edu.
On this episode of Careers in Finance, host Morgan Hutter welcomes Professor Carl Tack. Professor Tack is the former co-director of the Boehly Center, and currently teaches Corporate Finance at the Mason School of Business. They talk about Professor Tack’s journey to teaching corporate finance and the many twists and turns along the way, what all is involved with corporate finance, and how students can best prepare themselves for a career in corporate finance. If you'd like to learn more about The Boehly Center come visit us at boehlycenter.mason.wm.edu.
Today on the show, host Morgan Hutter welcomes Dannita Trice - Associate Director of Academic Engagement, and Dezire Morris, Administrative Project Coordinator at the Boehly Center. In this episode, you’ll learn how students can contact and utilize the resources inside the Boehly Center, the events and programs that are scheduled throughout the year, and the unique Incentive Program available to students. If you'd like to learn more about The Boehly Center come visit us at boehlycenter.mason.wm.edu.
Today on the show, host Jad Howell welcomes Noha Baltagi, Senior Associate, Human Resources, at IHS Markit. Noha is the head of all intern and graduate hiring, and joins us today to talk about all aspects of acquiring a career at IHS Markit, and elsewhere. Noha shares her tips and tricks for creating a resume that gets noticed, what to do before an interview, how to maximize virtual interview time, and more. If you'd like to learn more about The Boehly Center come visit us at boehlycenter.mason.wm.edu.
Today, host Jad Howell welcomes Lange Allen, Managing Director at USAA Real Estate. Lange shares his vast knowledge about the Industrial Real Estate space, including what his career path was that led to his position at USAA Real Estate, how industrial real estate was affected by the pandemic, and what’s in store for the future of real estate. If you'd like to learn more about The Boehly Center come visit us at boehlycenter.mason.wm.edu.
Today, guest host Morgan Hutter welcomes Professor Joe Wilck, Clinical Associate Professor of Business Analytics, Machine Learning Operations at the Raymond A. Mason School of Business; and Kendrick Ashton, an alumnus from the class of 1998, who is the co-founder and managing partner at The St. James - a lifestyle health and wellness brand. The St. James is participating in the annual Data Feast Case Competition this year, and Kendrick and Professor Wilck join us today to talk about the competition - how students can benefit from real world data sets, and how businesses can benefit from input by the excellent William & Mary students. If you'd like to learn more about The Boehly Center come visit us at boehlycenter.mason.wm.edu.
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