$ $ $ $ f i n a n c e $ $ $ $ robert j. spinelli rush henrietta csd
TRANSCRIPT
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$ $ $ $ F I N A N C E $ $ $ $
Robert J. Spinelli
Rush Henrietta CSD
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SHOW ME THE MONEY!
Financial Services deal with the management of money for:– Individuals– Companies– Organizations– Government
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Trends in the Industry
Growing needs on a local, national and international basis
Continuing complexity of regulations
Expanding choices of products, services and providers
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Careers In Finance – Opportunities
Accounting Asset Management /
Financial Planning Banking
– Commercial– Individual– Investment
Insurance
Corporate Finance Mutual Funds &
Brokerage Real Estate Securities Trading Venture Capital
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Career Tracks
Accounting– Accountant– Receivable/Payable– Auditor
Banking– Teller– Loan Officer
Financial Planning– Asset Manager– Securities Broker
Insurance– Agent– Commercial Broker– Underwriter
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Compensation
Entry - $15,000– High School
Cashier Teller
Para-Professional - $25,000– Associates / BA, CEU– Minimum experience
Accountant Management trainee
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Compensation
Management - $50,000– BA/BS, Masters preferred, Certifications– 3-5 years experience
Asset Manager Securities Broker
Senior Management -$100,000+– BA/BS, Masters preferred, Certifications– 3-5 years experience
Partner / Owner CFO
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Tips On Hiring
Research the industry Know the leading companies Demonstrate an understanding of the “lingo” Know “who’s who” and where the opportunities are…
network! Education, certification and experience are key Work with university placement center Attend Job Fairs, Association Forums, etc
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Careers In Finance – National Employers
www.ibb.ubs.com
www.citigroup.comwww.bofasecurities.com
www.ey.com
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Careers In Finance – National Employers
www.aflac.com
www.newyorklife.com
www.prudential.com
www.americanexpress.com
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Careers In Finance – Local Employers
Accounting– Over 300 firms in the Rochester Area
Asset Management/Financial Planning– Over 100 independent or branch offices
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Careers In Finance – Local Employers
Banking– Over 30 different banks as well as credit
unions and other saving and lending institutions
Insurance– Over 100 independent and commercial
companies with 1000s of individual representing agents
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Careers In Finance – Local Employers
Accounting– EFP, Rotenberg, Bonadio, Metzger-Barr
Banking– Charter One, Fairport Savings, ESL, CNB
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Careers In Finance – Local Employers
Insurance– Blue Cross/Blue Shield, Reidman, Amica
Financial Planning Services– Crossbridge, Sage Rutty, AM&M
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“Love / Hate Tips”Pros and Cons of the Finance Field
Love– Professional atmosphere– Good salaries– Stable environment– Career paths clearly
defined– Every employer/industry
has financial needs
Hate– Viewed as a necessary
evil by some…complex and compliant
– Long hours– Continuance of
educational requirement
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HS Careers in Finance – Educational Requirements
High School Education– Math Concentration– Business– Business /Ethics– Accounting– Data entry– Computer systems and application
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HS Careers in Finance – Local Employers
Delta Sonic, Tops, Wegman’s– Cashier
ESL, CNB, Charter One– Teller
Accounting Firm– Bookkeeper, File Clerk
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Two Year Colleges
Monroe County Community College Bryant & Stratton Finger Lake Community College Rochester Business School Genesee Community College
– Associate Degrees in Accounting & Business
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Four Year Colleges
Rochester Institute of Technology St John Fisher Nazareth University of Rochester SUNY – Brockport, Geneseo Medaille
– BA/BS/MBA – Business, Accounting, Finance
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Employers in Monroe County
Kodak, Xerox , B&L Paychex Accounting Firms – KPMG, Mercer, E&Y ESL, Charter One, CNB, Chase, M&T
Citibank RIT, U of R, Strong Hospital, Wegman’s
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Web Link Quiz
Where Do You Belong in Financial Services?– Source: www.WetFeet.com
www.wetfeet.com/asp/article.asp?aid=231&atype=Financial_Services