Job Title: Principal
Company: Garde Capital
Industry: Financial services
Mentor Since: Fall 2004
Will Mentor: Graduate Students, Early Career MBA
Profile
Background
Job Description
Investment management, portfolio analytics, financial planning, retirement plan consulting.
Company Description
Registered Investment Advisor specializing in comprehensive wealth management.
Employment History
Aerospace engineering - Boeing Company Equity Research - Safeco Asset Management Financial Advisor/Senior Portfolio Manager - UBS
Education
University of Notre Dame - BS Aerospace Engineering Seattle University - MBA Finance
Mentoring Objectives & Scope
1) I am pretty much an open book, meaning that I have volunteered my time to work on whatever would be valuable to the students: career development, financial industry, resume building, networking, etc… 2) We often spend some time discussing the financial world and the many aspects of the investment landscape but it is not a requirement. 3) Students also have enjoyed discussions about making the transition from one field to another, i.e. engineering to finance. 4) The only thing I ask is that the students come with an open mind and are very clear about their intentions for the year. At the first meeting, I ask them to bring a list of the 5 things that they would like to get out of the experience as well as a current resume.
When and where do you hold meetings with your students?
A mixture of in-person and virtual. Very flexible on meeting times.