Finance

Certified accountants fill out individual or business tax returns, and are responsible for calculating a client's earnings, filing any necessary documentation with the Internal Revenue Service, and providing clients with statements summarizing their tax liabilities.

As a Senior Staff Accountant at Rossi & Company, Nicole provides a variety of accounting services. Her primary role is to prepare tax returns for individuals, businesses and trusts. In her company, she works mostly with small corporations and partnerships and associated individuals. When not working toward a tax deadline, she supports her clients with bookkeeping, quarterly accounting, payroll and tax planning services. She has been in accounting for 16 years and has held a variety of roles in that time.

Speaker: Nicole Krutiy

The equity capital market (ECM) refers to the arena where financial institutions help companies raise equity capital and where stocks are traded. It consists of the primary market for private placements, initial public offerings (IPOs), and warrants; and the secondary market, where existing shares are sold, as well as futures, options, and other listed securities are traded.

Within investment banking and private equity, Lauren has specialized in equity capital markets. She helps companies raise capital by selling equity ownership in their businesses. This is often in the form of an IPO (initial public offering). She has worked on IPOs for Airbnb, Uber, Snowflake, Tesla, Roku, among hundreds of others. In this role, she has a close connection with the stock market, corporate finance, investor sentiment and macroeconomic events. She is currently a Managing Director at Hellman & Friedman.

Speaker: Lauren Cummings

A Portfolio Manager is an investment professional who builds portfolios for clients to ensure they generate their desired return on investments. Clients may be individuals or institutions, and they are responsible for directing their clients with investment opportunities.

Dave manages several investment strategies that focus on public stocks in the technology sector. He works with both individuals and institutions. Dave is a graduate of UC Berkeley undergraduate and business programs and is a certified financial analyst (CFA). He is passionate about investing, financial education, and helping people make smart decisions with their money.

Speaker: Dave Smith