Department of Finance and Financial Services

Finance Club

The Finance Club exists to create opportunities for students interested in finance and financial services to develop career and social awareness, professionalism, leadership skills, and industry contacts through presentations, field trips, community service, and other activities. We also seek to establish an ongoing presence at Wright State and in the community.

Goals

  • Learn about finance and financial services
  • Expand our cultural experiences and celebrate diversity
  • Administer bias training to our executive board
  • Practice our abilities in a business environment
  • Learn about various certifications
  • Raise funds to take a study trip to New York
  • Network with the Dayton Business Community

Become a Member to receive more frequent news of events happening in the club and around the college. There is no application or member fee. Click here to view the 2021-2022 Finance Club Membership Application (DOCX). Please submit your application to the club Vice President via email (see Point of Contact below).

You can also view the Wright State Finance Club Constitution (DOCX).


Guest Speakers

The Finance Club welcomes guest speakers from our local region each year to share their professional experiences with students and create networking opportunities. When classes are in person, the club usually meets in the Trading Room in the College of Business.

Meeting Dates

  • September 15
  • September 29
  • October 13
  • October 27
  • November 10

Contact List for Finance Club Guest Speakers 2020-2021

We have had the pleasure of welcoming wonderful guest speakers this year. Thanks are due to our Program Chair Taylor Ledbetter who did a phenomenal job connecting us even with adversities from the pandemic. Our guest speakers have asked for an ongoing relationship with our university and encourage our students to contact them inquiring about employment opportunities. Please view the links below to learn more about the organizations and feel free to email our contacts asking about internship or full-time opportunities.

Buckingham Advisors

Gianola Financial Planning

Westminster Financial 

Aspiriant Wealth Management

Johnson Wealth Management 

Mutual of Omaha Insurance Company

Secure Future Advisors 

Gryphon Financial Partners

 


New York Study Trip 

The Finance Club's New York Trip connects Wright State students to internationally recognized financial institutions in the NYC metropolitan area. The trip is typically four days long and held over spring break. Last year's trip was led and directed by our finance professor Matthew Ingram. In Spring 2020, the club visited ten institutions including MarketAxess, the Global Association of Risk Professionals (GARP), Bloomberg L.P., Oppenheimer Holdings, the Center for Financial Research and Analysis (CFRA), Moody's Investors Service, the New York Stock Exchange, Morgan Stanley Capital International (MSCI), HSBC, and C.V. Starr. Students ask financial professionals questions, request internship opportunities, and get to see the Financial District in Lower Manhattan. On past trips, the club has also visited American Express, Merrill Lynch Wealth Management, Citigroup Headquarters, BlackRock Investment Management, and Standard and Poor's.

Students fund-raise for the trip by selling pies via the Pie Peddler during the beginning of the fall semester. Pie order forms and payments are usually due in late October in the finance office and delivered to the office in early November. See a PDF of the pie order form (2020) below. All the pies have a selling price of $10.00 each, and for every cream and fruit pie you sell, a profit of $3.25 is added to your fundraising account and pecan pies have a profit of $2.25 each. Customers can pay by cash or make a check payable to "The Wright State Finance Club". See the document below "Fundraising for Finance Club Trip - Guide for Finances" for detailed requirements of the trip.


Our Officers

  • President: Isaac Meyer
  • Vice President: Sarah Schwieterman
  • Secretary: Chris Ingram
  • Treasurer: Seth Kelch
  • Program Chair: Brandon Kinney

Point of Contact

For questions or suggestions please email a member of the executive board:


Dayton Business Community

We gladly welcome suggestions and input from the Dayton business community to further enhance our finance club experience. Suggestions could be forwarded to rscob-fin@wright.edu

If your company would like to support the finance club, please complete and return the Finance Company Sponsorship Form (PDF).

 


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