Executive Board

Fall 2018 Officers


    

President: Evan Johnson
president.niuia@gmail.com

Evan is a senior finance major who is currently pursuing additional minors to further his knowledge of business. In addition to being the current president for the Investment Association, he is a current member of the ELC team working on the Tronc project, and spent this last summer interning at AIG as a commercial underwriter for financial lines. He is also the president of his fraternity, Phi Kappa Theta, here on campus. This semester Evan will be a returning analyst for the TMAC Student Managed Portfolio. He is passionate about numerous different fields of finance and considers value investing to be what initially sparked his interest. After graduation, Evan plans to obtain different professional certifications in the field of finance, while pursuing an MBA to tie together his quantitative and verbal skill set. In his free time, he enjoys going to the gym, spending time with family, and acting.



DutiesAttend every meeting (sit up front); Be prepared to lead discussion on topic/stock of the week; Find and email out links to articles relevant to topic/stock of the week over weekend prior to meeting (using President’s email account); Arrange final banquet; Lead elections at final banquet; Attend recruitment/open house/welcome days events. Organizes, coordinates, advertises, prepares materials for, and hosts the NIUIA High School Valuation Challenge.



Treasurer: Sergio Pedroza

Sergio is a senior finance major returning to the SMP this Fall as an intermediate analyst. Sergio is also Treasurer for Investment Association, a mentor for the  METAS program at the Latino Center, and a member of the NIU Men’s Club Soccer team. After graduating in May 2019, Sergio would like to start his career as a financial advisor after completing his internship at Edward Jones this past Summer. Outside of the classroom, Sergio likes to play soccer, listen to music, and spend time with his friends and family.





DutiesAttend every meeting; Take attendance (sign in sheet) at each meeting; Collect dues at each meeting; Deposit dues at TCF bank on campus within a few days following meeting; Track account balance on mint.com; Track attendance & dues payment in spreadsheet; Use sign in sheet to create email list for President; Arrange final banquet; Cut prize checks at the final banquet; Attend recruitment/open house/welcome days events. Organizes, coordinates, advertises, prepares materials for, and hosts the NIUIA High School Valuation Challenge.



Recruitment:   Multiple positions available (usually also held concurrently by above officers)

DutiesAttend recruitment/open house/welcome days/SA events;  During the first week of class, (i) Create, get approved through SA (2 copies) and post flyers for the informational meeting.  Posting usually involves Barsema, sometimes dorms (e.g., BNS Careers House in Grant), HSC, DuSable, etc.); (ii) Divide up finance (and economics, UBUS, ACC, etc.) classes and visit each class during 1st 5 minutes for brief overview; (iii) Send out mass email to all business majors; (iv) Post meetings announcements on Barsema monitors (continue throughout semester)

 

      




Vice President:  Matthew Infusino 


Matt is a senior finance major and has also completed a minor in economics. This past Summer, Matt worked as a finance intern for Baxter International Inc. on the US Medication Delivery Team, and was a junior analyst for the Student Managed Portfolio. This Fall, Matt will continue his work as an intermediate analyst, Vice President of Investment Association, and will return as a member of the Finance Student Advisory Board. Additionally, he plans to serve as a peer assistant in the finance department and participate in the CFA Research Challenge. Upon graduation, Matt plans to pursue a role in corporate finance and eventually work in investor relations. In his free time, he enjoys attending baseball games, seeing live music, and spending time with friends and family.







Duties
Attend every meeting (sit up front); Be prepared to lead discussion on topic/stock of the week; Find and discuss current events articles at beginning of each meeting; Arrange final banquet; Attend recruitment/open house/welcome days events. 
Organizes, coordinates, advertises, prepares materials for, and hosts the NIUIA High School Valuation Challenge.






Operations: Nick Turnbull

Nick is a senior accounting major who plans on obtaining his CPA after graduation. He was recently awarded the Harry Wright endowed scholarship for outstanding achievement in the the department of accountancy. He plans on working for a public accounting firm after passing the CPA exam in the field of audit. Outside of school Nick likes to play golf, tennis, chess and get together with family. 













DutiesAttend every meeting; Explain portfolio competition at first few meetings (e.g., walk students through sample trades); Track portfolio competition progress at the beginning of each meeting; Create the competition in WSS and handle issues with students pertaining to joining the competition; Attend recruitment/open house/welcome days events. Organizes, coordinates, advertises, prepares materials for, and hosts the NIUIA High School Valuation Challenge. 



Advisor: Gina Nicolosi, gnicolos@niu.edu

Comments