Executive Board

Spring 2018 Officers


President: Sean Gerent, president.niuia@gmail.com

Sean is a senior finance and computer science double major. A member of NIU Honors, Investment Association, and the ELC Medline team, he remains active in the community while continuing to challenge himself academically. An interest in quantitative investing, the fast-growing field of high frequency and algorithmic trading, motivates him to pursue a career in this field. Post graduation, he intends to obtain his CFA designation before pursuing his MBA and Masters in Computer Science. Ultimately, Sean aspires to find new    applications for computer science in financial investing, where he strives to develop a financial analysis software company that will empower people to easily monitor, analyze, and make informed trading decisions to better manage their investments.


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: Evan Johnson

Evan is a junior finance major and is also currently pursuing additional minors to further his knowledge of business. In addition to returning as treasurer for the Investment Association, he was the former vice president of chapter relations for the Financial Management Association, the former president of the business club at Joliet Junior College, and is heavily involved with his fraternity Phi Kappa Theta here on campus. This semester will be Evan’s first semester as an analyst for the Student Managed Portfolio. He is passionate about numerous different fields of finance and considers value investing to be what initially sparked his desire. Post-graduation Evan plans to obtain different professional certifications in the field of finance before pursuing in MBA to tie together his quantitative and verbal skillset.


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)

 

Mark GonzalezVice-President: Mark Gonzalez 

Mark is a senior finance major. He currently works as a budget analyst intern for the Department of Energy and is an analyst for the Student Managed Portfolio. Additionally, Mark will serve as a peer assistant in the finance department for the upcoming semester. Upon graduation, Mark plans to obtain the CFA designation and pursue a career as an equity research associate. In his free time, he enjoys playing baseball, watching movies, and traveling with friends and family.




DutiesAttend 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:  Matthew Infusino 

Matthew is a junior finance major. In addition to Investment Association, he is a member of the Financial Management Association and the Finance Student Advisory Board. This summer, he will participate in the Financial Development Internship Program for Baxter Healthcare corporation. Upon graduation, Matthew plans to work in the field of corporate finance, but maintains a strong interest in investments and equities. 









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

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