CAREERS IN FINANCE PANEL-WEDNESDAY, NOVEMBER 4, 5:30 PM, FROMM HALL, BERMAN ROOM

CAREERS IN FINANCE

A panel of successful business professionals discuss their career paths and success strategies.

Wednesday, November 4th

5:30-7:00 PM, Fromm Hall, Berman Room

What does it take to make it in investment banking?

What's life really like in the world of finance?

What are the current financial career trends?

What are different career options in investment banking?

How important is it to have an MBA?

CAREERS IN FINANCE, PANELIST BIOGRAPHIES

UNIVERSITY OF SAN FRANCISCO, NOVEMBER 4, 2009

5:30 PM, FROMM HALL, BERMAN ROOM

Lynda Sullivan is the director of Public Equities and Fixed Income at the Gordon and Betty Moore Foundation where she is responsible for an approximately $2 billion portfolio of public equity and fixed income investments invested by 25 external managers globally.  Linda began her career as an Analyst in the Corporate Finance department at Goldman Sachs in New York. After business school, she returned to investment banking, spending six years at Montgomery Securities executing public and private equity financings for consumer companies (largely retailers).  From Montgomery, she moved to the corporate office of Gap Inc. where she held management positions in both the Treasury and Corporate Planning and Analysis departments. Lynda graduated summa cum laude from the University of Pennsylvania with undergraduate degrees in Engineering and Business and received a M.B.A. from Stanford University.

Joe Morford is a Managing Director and Senior Analyst in the Research Department at RBC Capital Markets covering the Financial Services sector.  He joined RBCCM in August 1999 from First Security Van Kasper, and before that he held analyst positions at both B.T. Alex. Brown and Keefe, Bruyette, & Woods. He has been recognized both as an All-Star Analyst by the Wall Street Journal and as a Wall Street Sharpshooter by the American Banker, and he holds a Masters degree in Philosophy from the University of St. Andrews in Scotland.

Jeff Oster is a Managing Director in the Private Wealth Management division of UBS Financial Services. He concentrates on fixed income, alternative investments block trading and cash management for family offices and wealthy families and individuals. Jeff has 17 years of experience in the client advisory business and previously was a Managing Director at both Lehman Brothers and Montgomery Securities. Jeff received his B.A. in International Relations from California State University at Chico and his M.B.A. from Kellogg Graduate School of Management at Northwestern University.

Jeff Spears is the CEO of Sanctuary Wealth Services LLC . Jeff has over 24 years experience in wealth management as a wealth advisor and a national manager of the wealth management businesses at Montgomery Securities, Bank of America Private Bank, and Presidio Financial Partners LLC. Jeff received his Bachelors in Business Administration from Baylor University.

-Alex