●. mission statement: the mission of the fma is to broaden the common interests between...

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Financial Management Association

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Page 1: ●. Mission Statement: The mission of the FMA is to broaden the common interests between academicians and practitioners, provide opportunities for professional

Financial Management Association

Page 2: ●. Mission Statement: The mission of the FMA is to broaden the common interests between academicians and practitioners, provide opportunities for professional

Mission Statement:

The mission of the FMA is to broaden the common interests between academicians and

practitioners, provide opportunities for professional interaction between and among

academicians, practitioners and students, promote the development and understanding

of basic and applied research and of sound financial practices, and to enhance the

quality of education in finance.

Page 3: ●. Mission Statement: The mission of the FMA is to broaden the common interests between academicians and practitioners, provide opportunities for professional

Explore “Career in Finance”

Understand Different Credentials

Show you “How to Get a Job”

National Honors Society

FMA Collegiate Fellows Program

LOGO

Member Benefits:

FMA Finance Leaders’ Conference

Socializing, Net-working

Page 4: ●. Mission Statement: The mission of the FMA is to broaden the common interests between academicians and practitioners, provide opportunities for professional

•President & CEO of Oxford Insurance Corp.

•Club Advisor

Dr. Jim Estes

•President & CEO of Arrowhead Financial Group•Vice President for Fidelity Investments

•Vice President for Wedbush Securities

•Federal Securities Arbitrator with FINRA, the designated organization by the SEC for binding securities arbitration

Page 5: ●. Mission Statement: The mission of the FMA is to broaden the common interests between academicians and practitioners, provide opportunities for professional

•Managing Principal for Waddell & Reed overseeing Riverside, Palm Desert, Temecula, and San Diego

Mr. Taylor Anderson

•11 years in the business

•Licenses/Destinations: 7, 24, 66, 65, Life and Health, AAMS

Page 6: ●. Mission Statement: The mission of the FMA is to broaden the common interests between academicians and practitioners, provide opportunities for professional

•Education: • Peking University• Boston University – School of Management• The University of Texas at San Antonio

Dr. Kevin Guo

•Professional:• Currency Trader & Junior Product Manager

(Agricultural Bank of China)• Regional Marketing Manager

(Agricultural Bank of China)• Financial Analyst

(Emerging Portfolio Fund Research, Inc.)

Page 7: ●. Mission Statement: The mission of the FMA is to broaden the common interests between academicians and practitioners, provide opportunities for professional

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