Coaching The Next Generation

by RTSWS | Feb 20, 2019 | Uncategorized

Skills Based Volunteerism

While we normally focus our newsletters on our students and the strides they’re making in coming closer to the world of finance, today, we’d like to put a spotlight on two of our volunteers at Broadridge. These two women, Michelle Jackson and Theresa Harvin, are change agents for their organization and in their local communities as they bring corporate sponsored skills based volunteerism to one of their local high schools in New York City.

MICHELLE JACKSON, MANAGING DIRECTOR, DIGITAL SOLUTIONS, BROADRIDGE

Click the video and listen in as Michelle shares her thoughts on how volunteering with RTSWS has made her think more about what she does inside her own organization on grooming young women for leadership positions. You’ll also hear how she’s doing her part to demystify numbers, math and finance to get more girls financially independent and into the financial services industry.

Field Trip to NASDAQ Offices

Broadridge has sponsored the RTSWS program at Baruch College Campus High School for the past two years. The second component of the year long program saw the girls head downtown to the Nasdaq offices in lower Manhattan. There, they learned FIRST HAND about the business of Nasdaq, global equity markets, investment careers, fintech careers and recommended college paths. They took a tour of the offices, listened in to a panel discussion with female financial professionals and participated in a lightening round Q & A session.

Field Trip to NASDAQ – Volunteers

Some of those from both Broadridge and Nasdaq who shed light on the importance of investing, their workday lives and career paths included:

Supriya Jha, Global Head of Diversity and Inclusion, Nasdaq
Meg Modic, Director, Capital Markets Group, Nasdaq
Marisa Benoit, Financial Planning & Analysis Senior Specialist, Nasdaq
Deborah Bussiere, Global CMO, Broadridge Solutions
Rebecca Cameron, Vice President Strategic Planning, Nasdaq
Michelle Jackson, Managing Director Digital Solutions, Broadridge Solutions
Lee Anne Milhiser, Head Global Enterprise Risk Management, Nasdaq
Daisy Pitre Sneed, Director Consolidations, Nasdaq
May Yu, U.S. Regulatory Compliance, Nasdaq

Thank you, Nasdaq for inviting our students into your exciting atmosphere and sharing your global perspectives with them.

MARSELA DOKO, 16, JUNIOR, BARUCH COLLEGE HS

“This program has helped me view math in a different way because it has showed me that it is not so black and white…. RTSWS helped me take a deeper dive into business and finance and made me realize that there are many specific careers within them.”

THERESA HARVIN, DIRECTOR BUSINESS MARKETING, INVESTOR COMMUNICATION SOLUTIONS, BROADRIDGE

Lead Broadridge Volunteer

Theresa shares why she stepped forward with RTSWS

“It’s been a great experience! We’ve been working with RTSWS for two years now and the volunteers get a lot out of it, as much as the students do, so it has been a fantastic experience for us as a company and as individuals working with these young women.”

“Standout moments from the RTSWS program include:

The field trip with the students to Nasdaq – to see the RTSWS class work in action in a business setting. It’s enlightening to see it through their eyes – the questions that they ask.
Some of the girls at Baruch participated in the program last year and have come back this year and even recommend other students to the program.
The leadership skills I’ve seen grow over the time since we first met our students, has included their increasing degree of comfort to ask more questions and be more inquisitive about financial services and really digging into learning more about those opportunities.”

Sparkplug for Change

Thank you, Broadridge for igniting girls’ interest in finance in your community.

Listen In as Professor Discusses Lack of Females in Finance

by RTSWS | Feb 13, 2019 | Uncategorized

LISTEN IN

Dr. Mary Daugherty, Senior Fellow in Applied Finance, University of St. Thomas, St. Paul, MN., shares what she has seen in her undergraduate and graduate MBA classrooms for the past thirty years.

How few female students enroll in the investment classes.
How the loss of girls in math classes starting in middle school results in a brain drain of women in math classes at high school and university levels.
How current societal norms in the U.S. suggest it’s ok for girls to say “I can’t do math”.
Women and pricing risk – How it leads to them taking “safe” jobs in finance.
Pitching – How the men in the room are “… just spewing it out!”
In 30 years, I have never seen…
How RTSWS gets to the girls earlier to learn about the power of being financially literate and how diverse a career in finance can truly be.

WE BREAK STEREOTYPES

“This program has helped me view math in a different way because it has showed me that it is not so black and white…. RTSWS helped me take a deeper dive into business and finance and made me realize that there are many various and specific careers within them.”

-Junior at Baruch College Campus High School, NYC, NY

Four Female Forces in Finance

by RTSWS | Jan 22, 2019 | Uncategorized

Three New Members Join the RTSWS Board of Directors

A trio of influential women in finance joined our board in January.

The new board members are:

Judy Ricketts, Managing Director and Head of Investor Services at TD Ameritrade
Christine Ritchie, Director of Compliance at CarVal Investors
Jennifer Knight, Senior Investment Analyst at Hospital Corporation of America, (HCA)

Judy Ricketts

Judy Ricketts has served on the RTSWS advisory board for the last two years. She has been instrumental in expanding RTSWS programming to additional cities across the U.S., helping secure funding and recruiting volunteers from TD Ameritrade, where she leads nearly 2,000 associates in the retail client experience contact centers. She was a founding member of TD Ameritrade’s Diversity and Inclusion efforts. Judy also sits on the boards of the Women’s Fund of Omaha and the Securities Industry and Financial Markets Association’s (SIFMA) Diversity and Inclusion Committee. Judy earned a bachelor’s degree in Psychology from University of Nebraska-Lincoln.

Christine Ritchie, CFA, CFP

Christine played a major role in bringing RTSWS to Minneapolis, encouraging CarVal Investors to sponsor and support the program locally. She serves as Director of Compliance for CarVal Investors in Minneapolis. Prior to joining CarVal, she held a variety of leadership roles at Pine River Capital Management, Goldman Sachs and Merrill Lynch across the globe, including New York City and Hong Kong. Christine currently co-chairs the 100 Women in Finance Minneapolis chapter. She earned both a bachelor’s degree and master’s degree in Accounting from University of Texas at Austin.

Jennifer Knight

Jennifer Knight started volunteering with RTSWS in 2017, bringing the program to two public schools in Nashville. She has more than 30 years of experience in investments and accounting. As a Senior Investment Analyst in the Treasury Department at HCA Healthcare in Nashville, Jennifer manages financial reporting, budgeting and accounting of the HCA Hope Fund, the HCA Foundation and HCA’s insurance subsidies. Prior to HCA, she worked in various roles at Bank of America. Jennifer earned both a bachelor’s and master’s degree in Accounting from Harding University.

Carrie Green, CFA, MA, RTSWS 2019 Board Chair

Carrie has served on the RTSWS board of directors since 2017. As Director of Equities for the Tennessee Consolidated Retirement System (TCRS), she oversees a variety of equity portfolios valued at over $49.6 billion. She is the first woman to lead an asset class for the Tennessee Department of Treasury. Carrie also serves on the Economics and Finance Advisory Board at Middle Tennessee State University. She earned a bachelor’s degree in Business Administration from Lambuth University and a master’s in Economics from Middle Tennessee State University.

Momentum is building and plans are underway to expand our reach in 2019

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ADD YOUR CITY TO THE LIST.
BECOME PART OF OUR GROWING IMPACT.

CONTACT US info@rockthestreetwallstreet.com

Minneapolis Students

by RTSWS | Jan 14, 2019 | Uncategorized

GIRLS TAKE THEIR WALL STREET EXPERIENCE FIELD TRIP

Students from Hopkins High School listening to Jody Gunderson, Managing Principal of CarVal Investors, during their field trip to the CarVal Investor offices in Minneapolis, MN.

Last month, students from Hopkins High School in Minnesota went on their semester-end RTSWS field trip to the CarVal Investors offices. CarVal Investors was founded by Cargill in 1987. In 2006, CarVal Investors became an independent subsidiary of Cargill, allowing the firm to expand more broadly as a fund manager.

The field trip represented the second of three components of the RTSWS academic year-long program. After a series of five on-campus RTSWS financial workshops led by female financial pros from CarVal, the students got to step into the shoes of their volunteer classroom instructors and meet some of their colleagues. The girls quickly took seats at the table to learn more about CarVal Investors’ global operations in Europe, Asia and Latin America. Later this month, the girls will participate in the third RTSWS component, our Mentor/Protege sessions during their spring semester.

INVESTMENT CLASSES

The girls took a deep dive into Alternative Investments as they learned about CarVal’s niche investment strategies which include:

Market Dislocations
Distressed Debt
Undervalued Investments
Credit Intensive Assets
Fundamental Analysis
Restructuring

The students then took a tour of the trading floor after which they broke into smaller groups to attend breakout sessions on:

Investments
Career and Compensation
Operations and Data

CARVAL INVESTORS FIELD TRIP VOLUNTEERS

Some of those who shed light on their workday lives and career paths included:

Xiaoyu Gu, Analyst, Investments
Angie Fenske, Managing Director, Investments
Stephanie Matz, Director, Investments
Katie Maier, Director, Human Resources
Christine Ritchie, Director, Compliance (and new RTSWS BOD member)
Ann Folkman, Managing Director, Global Marketing and Corporate Communications

Jody Gunderson, (l) Managing Principal, CarVal Investors with Maura Cunningham, Founder, RTSWS

FINANCIAL PROS IN MINNEAPOLIS/ST. PAUL WANT TO KNOW

The evening before the students’ field trip,15 women got together for dinner to learn what they can do at their firms to increase female recruitment efforts. Jody Gunderson and Maura Cunningham took questions from the invited guests.

Those who attended were from the following firms and organizations:

It was a lively and purposeful evening filled with dialog and action steps on how to get the word out to their office colleagues about the absence of women in business classes at the high school level. Dr. Mary Daugherty, Senior Fellow in Applied Finance at The University of St. Thomas, gave a first-hand account of how few women are in finance and economics classes – usually only one in ten students is a woman. (You’ll hear more from Mary in an upcoming video interview. Stay tuned!)

Dr. Mary Daughtery

Thank you, CarVal Investors!

You’re what making a difference in Minneapolis looks like.

Raleigh Students

by RTSWS | Dec 28, 2018 | Uncategorized

Teacher comments on RTSWS program

(We can’t say it any better than Dan!)

“The students had a great experience here, visiting with a diverse panel of female leaders and experiences throughout the day – hands-on experiences in a corporate office in which they learned about different aspects of operations and sales, finance, management and technology.

Learning about professional females’ careers and the roads that they traveled, their success stories – the young ladies really liked hearing directly from them and taking away from their experiences. And at the heart of the matter all day, it was about mentorship and networking and building relationships to be successful.

In terms of managing their money – personally as well as professionally – the classroom portion of RTSWS, they’re bringing in the real world use of mathematics and showing them what they need to do in terms of accomplishing goals, both financially and otherwise – will certainly help them as they progress throughout their academic and personal lives.”

– Daniel McCoy, Business/Marketing Teacher, Panther Creek HS

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Panther Creek High School

Students from Panther Creek High School in Raleigh, NC visited the Mediant offices in Cary, NC. This was their RTSWS semester-end field trip. The field trip represents the second of three components of the RTSWS academic year long program.

Mediant handles the investor communications life cycle – including proxy statements, corporate actions, regulatory reports and prospectus services. The students learned about Mediant’s clients including brokers and banks, corporate issuers, funds and alternative investments and investment advisors. The students spent the day learning about the legal aspects of investing, fintech, proxies, impact of corporate actions and IPO’s. They learned too, that stock shareholders have the right to vote on matters of corporate policy as well as who will compose the members of a company’s board of directors. Great lesson on equity ownership.

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Panel Discussion

Four leading women from a cross section of financial institutions stretching from New York, NY to Charlotte, NC joined us as guest panelists for a lively discussion on women in finance and the job opportunities that are waiting for them.

Rosemary Lissenden, Director, Credit Suisse, NC
Bridget Hughes, Sales Director, Donnely Financial Solutions, NY
Ann Richmond, Chief Operating Officer, Davenport & Co, VA
Tonya Belfiel Tyson, Senior Vice President/Senior Manager, BB & T Securities, VA

Students networked with these women and other financial professionals in the room. They heard first hand about the rewards of being in the financial services field and were given a “heads up” that they will be in the minority when they reach their college economics and finance classes.

Sherry Moreland, President and COO of Mediant was on hand on this day as she moderated the guest panelists on a discussion which included the gender pay and investment gap, what hiring managers look for in candidates, and what is the single most important piece of advice for high school students looking to get into the financial services industry.

Volunteer comments on the behavioral change in girls as they go through the RTSWS programming

(Click on video above)

“It was an amazing experience. Initially, of course, the girls were very quiet, but the more we dug into the content, the more I could see their brains turning, the more questions they began to ask, the more research they did on their own, and they would actually come in the following week with questions. They would look up ticker symbols, they would follow stock prices. So many of them asked me about investments. Some of them actually had investments at home that they were working on with their own parents.”

– Sharde McCorgle, Corporate Actions Manager, Mediant

Student comments

“I think that so many girls are just uninformed about the financial services industry. They just think it’s intimidating because most girls don’t like math… and they think it’s hard or boring. But, I think that the more you know about it and the more you see that it’s not as hard as you think it is, that you can become better at it and you can learn to become good at it.”

-Angelina Ready, Student, (Junior) Panther Creek HS

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Thank you, Mediant!

Next time, we’re sending you a cape. Thanks for your hero-sized gift.

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Thirteen Cities Coast to Coast

Atlanta, GA
Charlotte, NC
Chicago, Il
Fort Worth, TX
Los Angeles, CA
Merrimack, NH
Minneapolis, MN
Nashville, TN
New York City, NY
Omaha, NE
Raleigh, NC
Sacramento, CA
St. Louis, MO

With your financial help, we can educate more girls across the U.S. on the benefits of being financially independent and on how they can make an impact on the world’s stage through a career in finance.