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PERDUE SCHOOL STUDENT CHAPTER FMA @ SALISBURY UNIVERSITY


Spring 2007 Meetings

February 22, 2007
3:30-4:30 in Holloway Hall 119
Ameriprise Financial Services
Anthony Sipos (District Manager for Ameriprise Financial Services).   Ameriprise offers financial advice as well as products. Succeeded American Express Financial Advisors Ameriprise Financial is now the 4th largest financial advisory firm in the US. The company has over 12,000 financial advisors and 2.8 million clients. 
Additionally, 
 David Del Grosso (Finance major graduating in May 2007), will share his recent experience during an interview with Morgan Stanley.

March 8, 2007
3:30-4:30 in Caruthers Hall 118
Primerica Financial Services
Rod Hausen is the Regional Vice-President for Primerica Financial Services. Primerica is a subsidiary of Citigroup. The company provides financial products and services, including term life insurance, mutual funds, variable annuities, loans, long-term care insurance and pre-paid legal services.

April 12, 2007
3:30-4:30 in Holloway Hall 119
Legg Mason
Rachel Sipocz  (former President of FMA) will be coming in to talk to us about her new job at Legg Mason. She is a client service agent for Legg Mason Capital Management.

May 10, 2007
3:30-4:30 in Holloway Hall 114
First Shore Federal 
Marty Neat is a Salisbury University Alumni who is now working for First Shore Federal in Hebron Maryland. Marty will discuss aspects of his job and give tips that he feels will help future finance majors in their endeavors.

 

Fall 2006 Meetings

4th Meeting

Thursday, November 30, 2006

@3:30pm in HH 114

Agenda:

1. New York Trip Update

2. Election for new FMA officers.  Please note that every year FMA elects three officers (Vice-President, Treasurer, and Secretary) Vice-President becomes President the following year! So, who ever runs for the vice-presidency will have to make a two-year commitment.  The election for the new officers are for 2007 (January 1st - December 31st)

  

3rd Meeting

Thursday, November 9, 2006

@3:30pm in HH 114

Keynote Speaker: John McClellan, CCIM

Mr. McClellan is an alumnus of Penn State University. He graduated with B.S. Accounting Class of 1984. He has been a commercial realtor since 1987. He became Certified Commercial Investment Member in 1994. He is considered a prominent Eastern Shore's Top Producing Commercial Agents. Currently, Mr. McClellan serves as the Vice-President of Long & Foster’s Commercial division. He specializes in built-to-suit, corporate services, exchange, market analysis, as well as net leased properties.

P.S.  Other Agenda Items:
         
 1.  Nomination for open positions effective January - December of 2007 (
VICE PRESIDENT, Secretary, Treasurer)
          2.  New York Trip Update
          3.  T-Shirts


 

2nd Meeting

 

Thursday, October 19, 2006

@3:30pm in HH 114

Keynote Speaker: John Dikos

Mr. Dikos is a SU Alumni Class of 1999. His accolades include winning the 1999 Richard Bernstein Award for his "Blue Marlin Marina Business Plan and co-founding Capital Avenue, which is now part of the National Commercial Bank in Washington, D.C. He is currently the director of business development for NCB. The company provides financial products and services to all businesses nationwide.

 

 First Interest Meeting

September 21 @3:30 in HH 114

Agenda

Membership Drive
Seagull Century
 October 6 & 7
Volunteers needed
Internship for Office
Speakers future guests
SGA Forums
Community Service/Fundraising Activities
i.e.: Kids Of Honor, Leash for Life

 

 

 


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