May Newsletter

Upcoming Events

Developing Your Financial Career In Today's Environment: Save the date for Tuesday, May 23rd from 6:00-7:30pm! Latinos in Finance will host an event geared towards guiding experienced professionals in taking the next steps to develop their career. The event will take place at the New York Life offices at 425 Market St. 9th Floor, San Francisco, CA 94105.


LIF Happy Hour: Join Latinos in Finance and the San Francisco La Raza Lawyers Association for a happy hour on Thursday, June 15th! The happy hour will be at the Treasury on 200 Bush St #101, San Francisco, CA 94101. All are welcome to come socialize with like minded, highly accomplished Latino professionals!

 Industry Events

Project ñ: San Francisco Screening: Hosted by Charles Schwab and KPMG, join us for a night of drinks, hors d'ouevres, networking, and a free screening of Project ñ.

Synopsis: An “ñ” is a first-generation American-born Latino who has at least one parent from a Spanish-speaking country.

Project ñ is a multimedia documentary project focused on creating new conversations that reinvent the way we view culture and interpret diversity in our lives. Through film, workshops and live community engagements, Project ñ bridges the gap between culture and place and facilitates Radical Cultural Self-Awareness, a present-moment introspection of culture, identity and self.

RSVP ASAP - seating is limited! You can get free tickets here - make sure to input the code "lif". You can learn more about at Project ñ at their official website here.


Tuesday, May 30th

4:15pm – 7:15pm


Charles Schwab Center

211 Main Street

San Francisco, CA 94105

Introducing the Job Board

Latinos in Finance is pleased to announce the launch of the job board on our website. The job listings posted are sourced directly from the LIF network and provide introductions for qualified applicants to incredible opportunities in finance.

You can view the job board here. New opportunities will be posted regularly and for all experience levels!  

 LIF in the Media

The President of Latinos in Finance, Valerie Wong, was recently interviewed for a series of podcasts by Vampire Squid. Vampire Squid is a podcast dedicated to education and increasing transparency in the financial services industry by discussing numerous subjects and interviewing individuals.

Valerie talked about her role and experiences as an international Latina in the finance industry, as well as how to promote diversity and overcome barriers to it. You can listen to Part 1 here, and Part 2 here

 Event Recap

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Professionals Back To the Classroom: Entrepreneurial Edition
by Hector Martinez

When you give Latinos access to opportunity, there is no limit to what we can do. This was evident on Saturday, March 27th, when over 60 people attended Professionals Back to the Classroom: Entrepreneurial Edition hosted by the Latino Startup Alliance, SHPE Bay Area, and Latinos in Finance. The day started with 3 amazing speakers who covered subjects ranging from how to build the perfect team and raise money for a business, to how to present your ideas to a VC.

The second half of the day consisted of pitches from attendees. During the lunch hour, participants formed teams and created a business idea to pitch to the panel of judges which included CEOs and serial entrepreneurs like the Fintech school and Leap Global Innovations. William Bravo, who was part of the winning team, says "It was a great experience for someone that hasn't been exposed to something like this before." Our hope as an organization is to continue to create opportunities for our members to reach their full potential.

A special thanks to Latino Startup Alliance and SHPE Bay Area - it was a pleasure working with them to create this wonderful opportunity for all our members! 

Help Us Improve!

Have ideas for future events? Interested in a specific event topic? Now’s your chance! Latinos in Finance is committed to serving the needs of Latino finance professionals and students. For any questions, feedback, or additional input regarding the newsletter, please email Kathleen Velasquez at