Job Title: Principal
Company: Garde Capital, Inc.
Industry: Finance - Investments
Mentor Since: Fall 2004
Will Mentor: Graduate Students
Investment management, portfolio analytics, financial planning, retirement plan consulting.
Registered Investment Advisor specializing in comprehensive wealth management.
Aerospace engineering - Boeing Company
Equity Research - Safeco Asset Management
Financial Advisor/Senior Portfolio Manager - UBS
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?
Very flexible on meeting times.