Banking, Finance, and Accounting
On October 23, EHS will host our fourth annual Alumni Leadership Day. This event gives seniors an opportunity to hear from a variety of alumni regarding their respective careers.
Based on their occupation, each alumni member sits on one of eleven panels. Every senior rotates through two panels in the morning, and the day concludes with a roundtable lunch.
Read about our Banking, Finance, and Accounting alumni panelists below.
Senior Portfolio Manager, First Tennessee Bank
A typical day in my current role includes talking with my commercial real estate developers.Topics could include construction draws, project status, lease-up details including current rents and concessions, financial stability of the company or project or the guarantors. When not speaking or emailing clients, the majority of the time I am analyzing the projects financial statements and rent rolls monitoring the construction progress or the financial strength of the guarantors.
To be successful in this industry, you need to be able to multitask, prioritize work flow, understand financial statements and enjoy commercial real estate!
Assistant Vice President, Energy Group, Wells Fargo
Carroll is currently an Assistant Vice President in the Energy Group at Wells Fargo. Over the past two years, she has managed various distressed companies and advised companies on restructuring solutions. Prior to that role, she has worked in various divisions of the Wells Fargo Energy Group, including: Upstream Oil & Gas, Oilfield Services, and the Investment Grade Group. Carroll is focused on business writing and evaluation around structural elements for several credit facilities.
Carroll graduated with a BBA in Economics Honors and a minor in Business from The University of Texas at Austin in 2014. During her time in college, she was involved in various organizations such as Economics Honors Society, Order of Omega Philanthropic Society, and Omicron Delta Epsilon Economics Society.
She currently serves on the Director’s Council and Silver Dollar Society Committee for Episcopal High School. She enjoys outdoor activities such as hiking, snow skiing, and playing tennis. She is a board member of Houston’s Young Professionals in Finance Organization. Carroll is also actively involved in volunteering in the Houston community with numerous organizations.
My advice is to stay positive and really work hard, even in troubled environments. It can be difficult to find a job today, but if you prove that you are a diligent and driven worker during college, opportunities will arise that you never even expected. I believe that EHS prepared me for the work I do today, so I would encourage you to take what you have learned, and apply that throughout your daily life.
Managing Director , Doliver Capital Advisors
MA, Northeastern University in Boston
I work at Doliver Capital Advisors which is a money management firm with a rich history of serving high net worth individuals in a full-service family office format.
My workflow at any given day can change dramatically, so a person who is adaptable and has had some exposure to a management consulting lifestyle who can thrive in a constantly changing environment is best suited for the role. You will wear many hats.
An example of the typical day is I might have a breakfast meeting at a café, then return to the office to sync-up with our portfolio manager to get their view of key topics in current markets. I’ll spend a few hours working on helping to build and refine our equity valuation models, and then head out for lunch meetings. After lunch I’ll usually debrief, and scan business cards of who I’ve met, highlighting who might be a potential client, a connector, or value-added provider for our clients. I’ll take a call from a client seeking status on a plan for some family financing we helped facilitate and clarify next steps. It’s now 5pm and time to head out to the evenings event or for more networking. Tonight, it’s a welcome reception for the Center for Houston’s Future. Evening ends, and I have an email from our CEO with additional feedback on model changes. So once home I’ll fire up the desktop and work on those between gaming sessions of Overwatch and Netflix episodes. The day is now over, and tomorrow can be very different.
Develop core competencies in finance and a problem-solving mindset. Nurture your ability to be extroverted and hone your social interaction skills. Deploy them to ask for that first internship at any level you can get your foot in the door to give you a chance to showcase your work ethic. Be sure to leverage the relationships and networks you are starting to develop to locate internships that are not yet posted on job sites. Don’t be afraid of the word “No” in business as its given by others for many reasons such as wrong timing and used as a negotiation tactic. Forge ahead as every no is one step closer to a yes.
Learn the Pomodoro technique and compartmentalize activity. Work hard, play hard. Literally devote a set time to tasks then take a break. Reward yourself when it’s all done to reinforce the habit.
Portfolio Manager Head of Wealth Management, Doliver Capital Advisors
University of Texas Economics
MBA, University of Houston
I manage money for High net worth Individuals. Typical day is monitoring the market and current holdings, researching prospective companies, and dealing with clients needs and questions. Our services include money management, financial planning, retirement advisory, and family office needs. Every client is different and has different needs. The key is to know your client and to figure out you can help them in their financial affairs.
Every day is different because the market is always changing.
How does someone get an internship in your field? It helps to know somebody but an economic degree or business degree is helpful.
Do you have any advice for someone entering your field? It’s a hard business to make it but you need to be confident in yourself and be able to hear no. My business is all about trust and you need to come across trustworthy as fast as you can.
Traits that make someone successful in your particular field. Good at math, good at networking, and able to handle stress.
Strategies that make your work flow manageable. Be surrounded by smart and capable people. If your not an expert on a topic find someone that is.