Meeting Summaries

Miss a meeting? Below is a log of notes from our weekly meetings.
Click the logo to view the notes.

Ben, former FMA VP, talks about working at a fund and a Big 4.

WhiteOakLogo


Multiple Cal Poly alum discuss the three lines of service at PWC.

PWCLogo


Internal auditors at ServiceNow take about the company’s finance rotational program.

ServiceNowLogo


Ryan Erdman gives advice about breaking into corporate finance and what employers look for.

CloroxLogo


Professionals from Woodruff-Sawyer teach about the insurance business.

ws_box.blk


Jeff Henley, vice chairman of Oracle, talks about the future of the company and tech.

OracleLogo


Local wealth-manager Bryan Sullivan talks about his business and mantra.

WealthSourceLogo


Money-managers from Fisher Investments talk about their business and three offices.

FisherInvestmentsLogo


Cal Poly and UCSB alum talk about the wealth-management business.

WestCoastFinancialLogo
Silicon Valley Bank discusses banking, their philosophy, and their Associate Development Program.

svblogo1


Dan Delaney discusses his path to Private Equity.

1f6c9a9


Chris Martin, Cal Poly Grad, discusses Financial Engineering at Axioma.

axioma_logo_wtag


Apple recruiters visit FMA.

apple-logo_318-40184


Chris Hieb discusses investment banking, nuclear engineering, and his short time at Cal Poly.

logo_signal-hill



Bret Forester discusses Private Equity and gives an example of a sample Private Equity case.

willcrest



Bob Priola discusses financial careers, markets, and life advice.

Print


Brent Smolinski discusses his path to working at McKinsey.

mckinsey