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 more about finance
  • Expand our cultural experiences
  • Practice our abilities in finance in the real world
  • Raise enough funds to take a study trip to New York

Become a Member: click here to view the 2020-2021 Finance Club Membership Application (DOCX). Please submit your completed document to club Vice President Raj Hirani at hirani.4@wright.edu.

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.

This spring we are meeting at 5:00 pm on the following dates:

  • 2/3/2021 - Guest Speaker: Elizabeth Topping, Licensed Insurance Agent and Investment Professional with Mutual of Omaha Insurance Company
  • 2/17/2021 - Guest Speaker: Dr. Fall Ainina, Ph.D., Professor Emeritus of Wright State's Department of Finance & Financial Services
  • 3/10/2021 - Officer Election and Guest Speaker: Joyce Winters, M.Ed, Career Consultant, Career Services- Raj Soin College of Business
  • 3/24/2021 (Speaker TBA)
  • 4/7/2021 (Speaker TBA)

Link to join: https://wright.webex.com/meet/vanderburgh.3

We hope to see you there!


Past Speakers

Read below for a look at our guest speakers we had the pleasure of welcoming this past fall semester:

  • 9/16/20: Ryan Johnson, CFA, CFP—Director of Portfolio Management & Research; Emily Cozad—Portfolio Analyst; and Allen Thuma, CFA—Portfolio Manager & Research Analyst, Buckingham Advisors
  • 9/30/20: Sana Haque, CFP—Financial Services Professional, Gianola Financial Planning 
  • 10/14/20: Joe Saunders—Senior Relationship Manager, Westminster Financial 
  • 10/28/20: Maureen Gaare, PHR—Human Resources Manager, Aspiriant Wealth Management
  • 11/18/20: Brian Butt, CFA—Senior Portfolio Manager, Johnson Wealth Management

New York Study Trip 

The Finance Club's New York Trip is a four-day school trip that connects students to financial institutions in the NYC metropolitan area. The trip is led by a faculty member and held over spring break, and this past trip 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 get a chance to ask financial professionals questions, request internship opportunities, and 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.

Sadly, we are unable to go on our annual trip this year (2021) due to Covid-19 restrictions and safeguards. However, we are hopeful to be able to go on our trip next year in the spring of 2022.

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.

For more info on fundraising or ideas for fundraising activities please contact club Fundraising Chair Tyler Hemmelgarn hemmelgarn.85@wright.edu.


Our Officers

  • President: Samantha Vanderburgh
  • Vice President: Raj Hirani
  • Treasurer: Kailee Hiss
  • Diversity and Inclusion Officer: Mikayla Sartori
  • Program Chair: Taylor Ledbetter
  • Fundraising Chair: Tyler Hemmelgarn
  • Marketing Chair: Keegan Flanegin
  • General Officers: Isaiah Cydrus, Madeline Cook, Jonathan Meese, and Charles Middlestetter 
  • Advisor: Brandon Morris, Ph.D.

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).

 


Take the Next Step

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