SUMMER NEWSLETTER

Upcoming Events

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PROFESSIONAL VOLUNTEERS NEEDED! 

We are excited to announce that with over 170+ students registered for our largest boot camp to date, we are currently seeking more professional volunteers to ensure that this year's bootcamp is an overwhelming success! Each year, our finance boot camp provides a chance for professionals within the financial industry to provide guidance to the ambitious young professionals within our community. Professionals, please e-mail our boot camp coordinators Andrew Kaban (andrewlatinosinfinance@gmail.com) and/or Ari Valadez (arivaladez10@gmail.com) to volunteer!

Bootcamp Details

On Saturday, September 16th at 8:00am, Latinos in Finance will host the 9th Annual Finance Boot Camp for college/high school students at BlackRock's office in San Francisco. 

The goal of the LIF Finance Boot Camp is to educate college and high school students on the various careers/opportunities in the finance industry and to expand the pipeline of Latino professionals.

The event offers free admission for students and includes workshops from experienced professionals on topics such as private equity, real estate and asset management. In addition, we will offer professional development sessions to help you prepare to break into the industry. A post-event mixer with LIF members and corporate sponsors will be held for all attendees to help build an active professional network and to provide students timely career and educational opportunities.

You can learn more about this year's finance boot camp HERE.

Lastly, and most importantly, we'd like to say thank you to our corporate sponsors for their generous support!


Unpacking the MBA: The Value for Women

Our Latinas in Finance event series will resume early this fall after the conclusion of this year's boot camp. Our next event is focused on helping women understand the opportunities associated with pursuing an MBA. If you're considering an MBA as the next step in your career, this event is designed with you in mind! Stay tuned, more to come! 


Featured Job Board Listings

The job listings posted to our job board are sourced directly from the LIF network and provide introductions for qualified applicants to incredible opportunities in finance. You can view this month's featured opportunities below:

  • BlackRock - ETF Portfolio Manager - BlackRock is hiring an ETF Portfolio Manager within their ETF and Index Investments group in San Francisco. BlackRock’s ETF and Index Investment Portfolio Management team manages more than $2.6 trillion in global passive equity assets across US Equities, Developed Markets, Emerging Markets, Commodities & REITs.

  • 2018 Summer Internships - JP Morgan - JP Morgan has opened up applications for their 2018 Summer Internship Program. Opportunities are available in the following groups: Middle Market Banking & Specialized Industries; Corporate Client Banking & Specialized Industries; Commercial Real Estate.

You can view all listings by visiting the job board on our website, located HERE


Event Recap 

The Prospanica-LIF summer social brought together two organizations that have similar missions: the advancement of Latinos through education and career advancement. Over 70+ professionals came together on August 24th at Novela in San Francisco for an evening of great fun and camaraderie. We look forward to holding more events together in the future! 

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Summer Member Spotlights

This month, we highlight our current and incoming Latinas in Finance chairs! Within this member spotlight we feature Veronica Genao, our current chair, and Danelis Padron, whom will be taking the torch heading forward. We are grateful for the positive impact Veronica has had during her time as our Latinas in Finance chair, growing the group into the strong network that it is today. We look forward to the great events, relationships, and networks that will continue to build in the months ahead under Danelis' leadership.
 

VERONICA GENAO
 

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I’m currently a Senior Account Executive with Veoci, a business continuity and crisis management platform, focusing on serving the financial services community. Prior to Veoci, I was a Strategic Account Manager with ISS, a corporate governance advisory firm. I worked with the largest institutional investors across the globe while based in New York and then San Francisco to improve operational efficiency in corporate governance. I started my career as an Operations Associate at Legg Mason assessment management where I was able to hone my skills in operational efficiency. I received my MBA in Strategic Management from the Jack Welch College of Business at Sacred Heart University in 2008.


1. Please tell us about your contributions to LIF. What is the most fulfilling aspect of it? Has it benefitted your career in any way?

It’s been a wonderful privilege to be part of Latinos in Finance. I first heard about Latinos in Finance through Valerie Wong and attended the first Latinas in Finance lunch and learn event. After that event I was hooked and wanted to contribute. The most fulling aspect has been working alongside the leadership of LIF to bring content driven career development events to Latinas that may otherwise not be found within their own organization. LIF, and Latinas in Finance more specifically, allowed me to give back to our members what I felt was lacking at the start of my career: a community of like-minded Latinos; mentorship; sponsorship; awareness of Latina executives in the financial industry.


2. What personal goal do you hope to accomplish in LIF for 2017?

I’m proud that Latinas in Finance has been able to provide exposure to senior Latina leaders within their respective fields and to offer great mentorship opportunities. We’ve been able to increase our membership year over year due to our ability to offer professional development events that may not be offered to Latinas within their own organizations nor focused on the strengths of Latinos. This year we’re also transitioning leadership of Latinas in Finance to Danelis Padron, an example of a member whose career has been positively impacted by Latinos in Finance. I look forward to seeing more focused events for Latinas and how the committee will evolve as a part of the larger Professional Development group


3. What are the characteristics of your favorite events? What have been the most successful events in LIF in your opinion, and what do you hope to see more of?

I’m proud of the new leadership in the past year that has taken our events to the next level especially with our annual bootcamp. The reason I like our LIF events regardless of the committee hosting is because we are bringing high quality speakers to our members and always learning something new whether it be the unique qualities that Latinas have to be successful leaders or a panel discussion on the evolution of finance. I look forward to seeing our members gain a new perspective of Latinos in the industry with each new LIF event.


4. Do you have any unique experiences related to being a Latina in finance when both women and Latinos are a minority in the industry?

My career has never taken a linear path and I attribute my adaptability, determination, and resiliency to being a Latina. When I first started my financial services career in 2008 in operations, I was told I was lucky to have a job as everyone around me was losing theirs. Therefore, mentorship and sponsorship were the least of my concerns. As I transitioned organizations, I always had the linear path to career advancement in the forefront but soon realized that may not be realistic. There was many a time when I was not just the only woman in the room, but I was also the only Latina. In some cases, the only familiarity my senior leadership and my clients had with Latinas was in the role of an executive assistant, but not as a peer. Through the experience in my early career, I could identify the unique opportunity my current organization, Veoci, offers to financial services. Internally, we have strong mentorship and sponsorship from the leadership team that is engrained in the culture as we bring in new employees from diverse skills and backgrounds. Externally, we provide a unique platform solving multiple challenges in business continuity and crisis management to a variety of industries including financial services. The diverse perspectives maintained within our organization are some of our greatest strengths.

Fortunately, I’m starting to see a shift (especially with LIF) as more Latinos and Latinas are creating a networks to support each other through mentorship and sponsorship for career advancement. I’m hopeful that as Latinos and Latinas start their careers, they are more aware of the strengths they possess and begin to see familiar faces in leadership.

DANELIS PADRON
 

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Danelis grew up in Sacramento and is a recent MBA graduate from Mills College. At Mills, Danelis emphasized her studies in finance and developed a passion for it. Claudia Rivas, Financial Advisor at Wells Fargo Advisors, was her mentor during the mentorship program. With the help of Claudia, she secured a Financial Advisor position at Merrill Lynch and is one of our Latinos in Finance Boot Camp success stories!


Q: Tell us about yourself! How did you first develop an interest in finance?

My parents immigrated from Cuba a week before I was born, leaving everything behind. I was born in Miami and moved to Sacramento when I was eight years old, as my Dad sought better career opportunities. I watched my parents start from nothing and persistently build, through a solid work ethic, the financial stability they can enjoy today. Witnessing their journey was extremely impactful for me. It gave me insight into the power that financial resources have to change peoples' lives for the better, which is why I’m a Financial Advisor with Merrill Lynch. A solid financial standing gives you unmeasurable options and opportunities. Looking forward, I want to help my clients expand their net of opportunities by helping them meet their financial goals in a timely fashion, all while providing a personalized client service.  


Q: How did you first find out about LIF?

I had never heard about LIF before I saw an email in my inbox about LIF's upcoming Bootcamp. I had just started my MBA program, and as I’m always seeking opportunities for growth and networking, I attended - BEST decision of my life. It was such a thrilling experience to be sitting in a room surrounded by motivated, curious, and deeply passionate individuals, ready to succeed in their careers. While at the event, I connected with top professionals in the field and made life-long friends that keep me motivated and informed about new opportunities. I also met my mentor, Claudia Rivas, whom engrained me further in the network and pushed me in my career. LIF has done so much for me in such a short amount of time, that I am extremely excited about the opportunity to pay it forward.


Q: Please tell us about your personal goals within Latinas in Finance. What is your greatest wish that you would like to see accomplished this year?

Having gone to Mills College, an all-women university, I am passionate about promoting the advancement of women in the workforce. I would like Latinas in Finance to continue evolving into a dynamic network of high-achieving women that come together to share knowledge about new developments in the field and career growth opportunities. I hope to accomplish this through a series of informational events, such as the upcoming “Unpacking the MBA: The Value of an MBA for Women”. We will have a panel address the main inquiries women have about balancing their life responsibilities while obtaining their MBA.


Q: What types of events can we expect within the next year?

We are excited to announce our next event, “Unpacking the MBA: The Value of an MBA for Women”, which will take place early this fall! We will host a panel that will talk about their diverse MBA experiences and give testimonials on how it’s propelled their careers. Our panelists’ educational backgrounds range from Harvard, to Mills College, to NYU, to Stanford. Throughout the year, we will continue to provide enriching, content-driven events that add value for our members.


Q: Any other advice for people looking to get involved?

Latinos in Finance fosters a welcoming environment, with various degrees of involvement within the organization. The branch of Latinas in Finance has a lot of room to grow, and we encourage new ideas and active engagement. At the core, our goal is to help develop the personal and professional advancement of our members on an individual basis, as we’ve seen with the success of our mentorship program.


Q: What impact has the mentorship program had on your career?

Through the program, I was able to meet Claudia Rivas, my mentor and great friend. She happened to have completed the 4+1 MBA program at Mills College, as well. While I was in the program, she made me aware of the many possibilities within the financial industry and guided me in choosing the right one for me. She held me accountable, pushed me, boosted my confidence, and encouraged me with her positive mindset. The result was landing my first job out of college at Merrill Lynch, working towards developing my career as a financial advisor.


 2017 LIF Success Stories

At the end of 2016, we launched the LIF Select Mentorship Program to help provide students with the knowledge and preparation they need in order to successfully transition into the financial industry and excel early on in their career.

Our 2016-2017 inaugural class of 45+ mentees were paired with experienced finance professionals to participate in a flexible, one year program. Mentors were tasked with providing career guidance on topics such as networking, interviewing and resume building. LIF's first year of facilitating this program was very impactful, and we've highlighted some mentees' success stories below. As the 2016-2017 program comes to a close, we look forward to reopening applications for the next round of applicants in September 2017. Thank you to all of our mentors!

Prospective mentors and mentees can find more information on the program here.

- LIF Select Mentorship Program Team: Abraham VillarrealYacquelin Cervantes and Andrew Kaban
 

GLORIA LOPEZ OBESO

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Gloria grew up in Plymouth, CA and is a recent graduate of UC Davis. While at UC Davis, she studied International Relations and developed an interest in finance. Vanessa Hartigan, a Director of Relationship Management at Merrill Lynch, was her mentor during the mentorship program. Gloria recently secured a Financial Analyst position at Wells Fargo.

“Vanessa was a very useful resource to learn about the finance industry. She directly impacted my experience to prepare for interviews.”

ANASTACIO SERRANO

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Anastacio grew up in San Francisco and is a recent graduate of San Francisco State University and studied finance. Abraham Villarreal, Transaction Specialist at CBRE, was his mentor during the mentorship program. With the support of Abraham, Anastacio secured an internship that turned into a full-time analyst position at Credible.

“My experience with the mentorship program was very rewarding and allowed me to prepare for the real world after college. With the help of my mentor, Abraham, I was able to land an internship in the fintech industry which turned into a permanent position.”

KEVIN CAPIZ

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Kevin grew up in King City and is a rising senior at Stanford University studying Mathematical & Computational Science. Charles Jung, Research Analyst at Cohen Capital Management, was his mentor during the mentorship program. Kevin recently held a Summer Internship position at BlackRock.

“My experience with the mentorship program has been great. It was through LIF’s correspondence that I learned about the opportunity with BlackRock and about the BlackRock Founder’s Scholarship. Without LIF’s support and education, I believe becoming a Founder’s Scholar would have been a missed opportunity.”
 

ELSA MORA

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Elsa grew up in Sacramento and graduated from Brown University in the Spring of 2015. At Brown, Elsa studied International Relations & Economics. Valerie Wong, Senior Associate at MSCI and President of LIF, was her mentor during the mentorship program. Elsa recently landed a Sales Digital Analyst position at Univision.

"The guidance and support I have received from my mentor, Valerie Wong, has been invaluable. From career advice to helping me prepare for interviews, Valerie has been someone whom I can count on.”
 

JASON SORIANO

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Jason grew up in East Liverpool, OH and is a junior studying finance at San Francisco State University. Bryan Chung, Manager of Strategy & Business Development at GAP, was his mentor through the LIF Select Mentorship Program. With the help of Bryan, he secured a Summer Analyst investment banking position at True Blue Partners.

"This program wasn’t merely a way for me to get a job – it was a channel that connected me with someone who has been in my shoes, ultimately empowering me to be proactive with my goals."


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 kivelasq@gmail.com.