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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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  1. $ $ $ $ F I N A N C E $ $ $ $ Robert J. Spinelli Rush Henrietta CSD

  2. SHOW ME THE MONEY! • Financial Services deal with the management of money for: • Individuals • Companies • Organizations • Government

  3. Trends in the Industry • Growing needs on a local, national and international basis • Continuing complexity of regulations • Expanding choices of products, services and providers

  4. 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

  5. Accounting Accountant Receivable/Payable Auditor Banking Teller Loan Officer Financial Planning Asset Manager Securities Broker Insurance Agent Commercial Broker Underwriter Career Tracks

  6. Compensation • Entry - $15,000 • High School • Cashier • Teller • Para-Professional - $25,000 • Associates / BA, CEU • Minimum experience • Accountant • Management trainee

  7. 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

  8. 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

  9. Careers In Finance – National Employers www.ibb.ubs.com www.ey.com www.citigroup.com www.bofasecurities.com

  10. Careers In Finance – National Employers www.americanexpress.com www.aflac.com www.prudential.com www.newyorklife.com

  11. Careers In Finance – Local Employers • Accounting • Over 300 firms in the Rochester Area • Asset Management/Financial Planning • Over 100 independent or branch offices

  12. 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

  13. Careers In Finance – Local Employers • Accounting • EFP, Rotenberg, Bonadio, Metzger-Barr • Banking • Charter One, Fairport Savings, ESL, CNB

  14. Careers In Finance – Local Employers • Insurance • Blue Cross/Blue Shield, Reidman, Amica • Financial Planning Services • Crossbridge, Sage Rutty, AM&M

  15. 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

  16. HS Careers in Finance – Educational Requirements • High School Education • Math Concentration • Business • Business /Ethics • Accounting • Data entry • Computer systems and application

  17. HS Careers in Finance –Local Employers • Delta Sonic, Tops, Wegman’s • Cashier • ESL, CNB, Charter One • Teller • Accounting Firm • Bookkeeper, File Clerk

  18. Two Year Colleges • Monroe County Community College • Bryant & Stratton • Finger Lake Community College • Rochester Business School • Genesee Community College • Associate Degrees in Accounting & Business

  19. Four Year Colleges • Rochester Institute of Technology • St John Fisher • Nazareth • University of Rochester • SUNY – Brockport, Geneseo • Medaille • BA/BS/MBA – Business, Accounting, Finance

  20. 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

  21. 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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