CFA Society of New York
CFA Society of New York, 1540 Broadway #1010, New York, NY 10036, USA

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Event Date Wed Nov 6 EST (almost 2 years ago)
Location CFA Society of New York
1540 Broadway #1010, New York, NY 10036, USA
Region Americas

The 5th Annual Thinking Beyond the Transition for Veterans event explores how veterans focused on financial fields can better take inventory of their strengths, preferences, and tolerances to make fulfilling choices that give them greater staying power in their Wall Street roles. Concurrently, explore the benefits of hiring military veterans and military spouses. When veterans feel they are making meaningful contributions, employers are much more likely to see the lasting benefits of veteran hiring. Following opening remarks and a keynote, a panel will share examples of how they leveraged the skills learned while in military service to transition to lasting successful careers in finance.

Learning Outcome Statements: Understand the value of hiring veterans and military spouses Understand how to leverage background in military service to transition successfully Gain better understanding of roles within the financial industry Focus on key highlights for selling differentiated skill set Learn how to translate language from military to finance Learn what key points to focus on in job search, resume conversion, and interview prep Learn about CFANY and CFA Institute’s Career Guide: Veterans Edition


2019 Speakers

Won Palisoul
Chair of Veterans Roundtable at CFANY; U.S. Navy Veteran

Chris Mendez
GC/CCO at Semper Capital Management L.P.; U.S. Marine Veteran

Dr. Wes Gray
CEO at Alpha Architect; U.S. Marine Veter

Casey Minnick
Foreign Exchange COO, UBS Investment Bank

David Palisoul
AVP Global Money Markets Trader & Researcher, Deutsche Bank; U.S. Navy Veteran

Freddy Rojas
Director, Prime Brokerage, SG Americas; US Army Veteran

Jeannie Santiago
Director of Recruiting, New York Life

Kelly Ye, CFA
CFA Society New York Board Member

Sponsors & Partners

2019 Sponsor

• VETS Indexes