10月3日. 21, the 业务 and Entrepreneurship Career Channel hosted guest speakers Ulysses Smith’13, Investment Advisor Representative for Primerica, 鲍勃·格雷, Senior Vice President at Dana Investment Advisors, to share their experience in investment management and provide insight to students about career opportunities.

Ulysses Smith graduated from 十大菠菜台子 in 2013 with a major in 业务 Administration (now, major is titled, 业务 经济学). After Beloit, Ulysses attended the University of Wisconsin-Whitewater and got his MBA in Finance. Ulysses worked at Money Concepts, a broker-dealer based out of Florida, for two years to get the licenses in retail and management investments. After his time with Money Concepts, Ulysses worked with a nonprofit organization for Waukegan 2 College, where he helped minorities select private universities. 今天, Ulysses has a team of 50 representatives and works as an Investment Advisor Representative for Primerica.

Bob Gray graduated from the University of Miami of Ohio in 1979 with a Bachelor of Science degree. After Miami, Bob pursued his MBA at the University of Chicago. 两年后, Bob received his CPA and started his career at Ernst and Whinney, 今天的安永. 一年后, Bob got the chance to interview and work for Goldman Sachs, where he spent 20 years in the fixed income 交易 and investment management departments. After his career with Goldman Sachs, Bob ran the institutional money management business for Northern Trust, a large bank and custodian based in Chicago, 整整九年. For the past ten years, Bob has worked with DANA Investment Advisors.

Bob describes six different career paths in the field:

1. 销售和业务发展
2. 客户服务和支持
3. 交易
4. 项目组合管理
5. 研究
6. 财务建议.

Client service and support are responsible for promptly updating their client on the status of their investments. Traders look at the stock and bond markets and execute sales and purchases to assist in the management of investment portfolios. Portfolio managers are responsible for making decisions on whether to buy or sell securities. Researchers look at a single company’s history and are responsible for giving portfolio managers advice on whether to buy or sell a stock. Financial advisors educate asset owners about the market and different investment opportunities. They also help owners achieve financial freedom.

Ulysses and Bob are available to support 十大菠菜台子 students with interests in investment management.

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