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$ $ $ $ F I N A N C E $ $ $ $. Robert J. Spinelli Rush Henrietta CSD. SHOW ME THE MONEY!. Financial Services deal with the management of money for: Individuals Companies Organizations Government. Trends in the Industry. Growing needs on a local, national and international basis

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F i n a n c e

$ $ $ $ F I N A N C E $ $ $ $

Robert J. Spinelli

Rush Henrietta CSD


Show me the money
SHOW ME THE MONEY!

  • Financial Services deal with the management of money for:

    • Individuals

    • Companies

    • Organizations

    • Government


Trends in the industry
Trends in the Industry

  • Growing needs on a local, national and international basis

  • Continuing complexity of regulations

  • Expanding choices of products, services and providers


Careers in finance opportunities

Accounting

Asset Management / Financial Planning

Banking

Commercial

Individual

Investment

Insurance

Corporate Finance

Mutual Funds & Brokerage

Real Estate

Securities Trading

Venture Capital

Careers In Finance – Opportunities


Career tracks

Accounting

Accountant

Receivable/Payable

Auditor

Banking

Teller

Loan Officer

Financial Planning

Asset Manager

Securities Broker

Insurance

Agent

Commercial Broker

Underwriter

Career Tracks


Compensation
Compensation

  • Entry - $15,000

    • High School

      • Cashier

      • Teller

  • Para-Professional - $25,000

    • Associates / BA, CEU

    • Minimum experience

      • Accountant

      • Management trainee


Compensation1
Compensation

  • Management - $50,000

    • BA/BS, Masters preferred, Certifications

    • 3-5 years experience

      • Asset Manager

      • Securities Broker

  • Senior Management -$100,000+

    • BA/BS, Masters preferred, Certifications

    • 3-5 years experience

      • Partner / Owner

      • CFO


Tips on hiring
Tips On Hiring

  • Research the industry

  • Know the leading companies

  • Demonstrate an understanding of the “lingo”

  • Know “who’s who” and where the opportunities are…network!

  • Education, certification and experience are key

  • Work with university placement center

  • Attend Job Fairs, Association Forums, etc


Careers in finance national employers
Careers In Finance – National Employers

www.ibb.ubs.com

www.ey.com

www.citigroup.com

www.bofasecurities.com


Careers in finance national employers1
Careers In Finance – National Employers

www.americanexpress.com

www.aflac.com

www.prudential.com

www.newyorklife.com


Careers in finance local employers
Careers In Finance – Local Employers

  • Accounting

    • Over 300 firms in the Rochester Area

  • Asset Management/Financial Planning

    • Over 100 independent or branch offices


Careers in finance local employers1
Careers In Finance – Local Employers

  • Banking

    • Over 30 different banks as well as credit unions and other saving and lending institutions

  • Insurance

    • Over 100 independent and commercial companies with 1000s of individual representing agents


Careers in finance local employers2
Careers In Finance – Local Employers

  • Accounting

    • EFP, Rotenberg, Bonadio, Metzger-Barr

  • Banking

    • Charter One, Fairport Savings, ESL, CNB


Careers in finance local employers3
Careers In Finance – Local Employers

  • Insurance

    • Blue Cross/Blue Shield, Reidman, Amica

  • Financial Planning Services

    • Crossbridge, Sage Rutty, AM&M


Love hate tips pros and cons of the finance field

Love

Professional atmosphere

Good salaries

Stable environment

Career paths clearly defined

Every employer/industry has financial needs

Hate

Viewed as a necessary evil by some…complex and compliant

Long hours

Continuance of educational requirement

“Love / Hate Tips”Pros and Cons of the Finance Field


Hs careers in finance educational requirements
HS Careers in Finance – Educational Requirements

  • High School Education

    • Math Concentration

    • Business

    • Business /Ethics

    • Accounting

    • Data entry

    • Computer systems and application


Hs careers in finance local employers
HS Careers in Finance –Local Employers

  • Delta Sonic, Tops, Wegman’s

    • Cashier

  • ESL, CNB, Charter One

    • Teller

  • Accounting Firm

    • Bookkeeper, File Clerk


Two year colleges
Two Year Colleges

  • Monroe County Community College

  • Bryant & Stratton

  • Finger Lake Community College

  • Rochester Business School

  • Genesee Community College

    • Associate Degrees in Accounting & Business


Four year colleges
Four Year Colleges

  • Rochester Institute of Technology

  • St John Fisher

  • Nazareth

  • University of Rochester

  • SUNY – Brockport, Geneseo

  • Medaille

    • BA/BS/MBA – Business, Accounting, Finance


Employers in monroe county
Employers in Monroe County

  • Kodak, Xerox , B&L

  • Paychex

  • Accounting Firms – KPMG, Mercer, E&Y

  • ESL, Charter One, CNB, Chase, M&T Citibank

  • RIT, U of R, Strong Hospital, Wegman’s


Web link quiz
Web Link Quiz

  • Where Do You Belong in Financial Services?

    • Source: www.WetFeet.com

  • www.wetfeet.com/asp/article.asp?aid=231&atype=Financial_Services


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