7th Annual Summer Financial Careers Academy

Presented by the Koppelman School of Business.

Program Details

  • July-August 2023 (Summer II Session): Five-week three-credit course (FINC 5100) at 25 Broadway in Manhattan
  • Fall 2023/winter 2024: career development activities and workshops through the Brooklyn College Magner Career Center and the Futures in Finance (FIF) program
  • Summer 2024: intern with a firm in the financial services industry

The program is directed by Dr. Sunil Mohanty, Chair of the Finance Department.

Past Alumni of the program have interned and have obtained full-time positions at the following companies:

  • Alliance Bernstein
  • Barclays
  • Blackstone
  • Citibank
  • Credit Suisse
  • Deutsche Bank
  • First Boston
  • Goldman Sachs
  • P. Morgan
  • Merrill Lynch
  • Morgan Stanley
  • UBS
Koppelman Event

Who Can Apply?

You must be a matriculated student in the Koppleman School of Business in any major, have a cumulative GPA of 3.0, and you must be graduating in the fall of 2023 or later. If you would like to earn credit for the internship, you must have permission from your department chair. To participate, you also must completed FINC 3310 (Principles of Financial Management) by May 31, 2023 (Summer Session I start date).

Students graduating prior to summer 2023 are permitted to take the course for networking purposes but will not be able to participate in internships.

Koppelman Event

How Do I Apply?

Application Deadline: April 15, 2023

  1. Complete your online application
  2. Send your resume via e-mail and include 2023 FCA in the subject heading.

Participant Testimonials

“The Financial Careers Academy really opened up new doors for me. The guest speakers and all their wisdom of the financial service industry brought life outside of college into perspective. All in all, it was an experience I wouldn’t trade for any vacation I could have been on that summer and it shaped me into a better, more well-rounded individuals who is more prepared to dive head first into the financial service industry.” —Sammy H.

“The FCA pushed me to get out of my comfort zone and network. At first I was shy meeting these big executives but after meeting, whom most of them were in similar circumstances as me, I realize they are people just like everybody else who overcame similar obstacles I trying to.” —Jean M.

Previous Speakers

Head of the Quantitative Strategies and Portfolio Manager, Bessemer Trust Co.

Edward Aw is the head of the quantitative strategies group at Bessemer Trust Co, a privately owned money management firm that oversees more than $120 billion in assets on behalf of wealthy families, foundations, and endowments. Aw is also a portfolio manager for the firm’s Strategic Opportunities Fund.

Prior to joining Bessemer, Aw worked as an investment analyst at various Wall Street firms, including Deutsche Bank, Morgan Stanley, and Goldman Sachs. He holds a CFA charter and is a member of the New York Society of Security Analysts.

In addition to his full-time industry job, Aw has a passion for teaching. He is currently an adjunct faculty at Fordham University as well as Hofstra University, where he teaches investment analysis and portfolio management. He earned his M.B.A. degree with a concentration in finance from Hofstra University. Aw is currently pursuing a doctoral degree in business administration at Baruch College (CUNY).

Co-founder, Trigon Investment Advisors
Member, Brooklyn College Foundation Board of Trustees

Ante Basic is the co-founder and co-portfolio manager of Trigon Investment Advisors, a global macro hedge fund. He is responsible for all aspects of running Trigon, including the implementation of discretionary and quantitative trading strategies that invest in major global asset classes: fixed income, equities, foreign exchange, and commodities.

Basic began his career in finance while a student at Brooklyn College, performing programming and back-office functions for equity options traders at the American Stock Exchange. Upon graduation he joined Chase Manhattan Bank (1990–96), where he completed the Capital Markets Training Program and became head trader of a quantitative trading group, responsible for portfolio management, research, and development of systematic and quantitative trading strategies.

He was co-founder, president, and head trader of Global Capital Markets Strategies, a fund consultant and commodity trading advisory company (1996–99). He joined the MLC family of funds in 2000 as managing director and subsequently launched Trigon in 2002 with a co-portfolio manager from MLC. Basic graduated from Brooklyn College with a B.S. in business, management, and finance and received his M.S. in global affairs from New York University. Currently, he is a member of the Brooklyn College Foundation Board of Trustees.

Financial Analyst, JPMorgan Chase

Shaina Brander graduated from Brooklyn College with a major in business, management, and finance, and a double minor in accounting and business law. As a student, Brander was active with the Nightcall student newspaper and a mentor in the Peer Mentorship program. She also interned at the New York City Department of Finance, Massey Knakal Realty Services, and JPMorgan Chase. Upon graduation, she joined J.P. Morgan full time in its Finance Analyst Program. She currently works as a global clearing product controller for J.P. Morgan’s Derivatives Clearing Business.

Director, American Express

Vincent Chen is the director of model risk management at American Express. Prior to that, Chen served as senior manager, internal audit, at American Express; risk manager for derivatives, rates, and loans at Goldman Sachs; and a consultant focusing on financial service sector at Ernst and Young. A CFA charter holder, Chen earned his M.P.A. in accounting at the University of Texas at Austin, and a B.B.A. in information systems at Pace University. He is also the author of the children’s book 99 Bitcoins and an Elephant.

Global Manager, American Express

Kenisha Clarke is a sharp project manager, people leader, and strategist with robust experience implementing and driving change management globally for Fortune 500 companies. Most recently, she has spent the last three years as a global implementation (onboarding) manager at American Express, collaborating with large clients on how best to roll out custom payment solutions to their employees. She creates robust project plans, including key deliverables, dates, and timelines—removing project roadblocks and hurdles to quickly enable spend.

Before American Express, Clarke spent several years at JPMorgan Chase in various project management and process re-engineering roles as well as on the trading floor supporting the Equity Derivatives desk. She was a recipient of a JPMorgan Chase Smart Scholarship, a four-year full-tuition scholarship and internship program for 15 select high school seniors across New York City. She attributes her current success to that scholarship and tries to support similar programs.

Senior Consultant, Grant Thornton

Marc Gamss graduated from Brooklyn College summa cum laude with a major in business, management, and finance. He completed his master’s degree in banking, corporate, finance, and securities law at NYU Stern School of Business in 2015. As a student at Brooklyn College, Gamss was a member of the Golden Key Honor Society and was also active as an editor with the Nightcall student newspaper. At NYU, Gamss was the president of the Jewish Students Association and a recipient of the Stern Scholarship. He joined Grant Thornton’s Consulting Division in July 2018.

At his current role, he leads specific project initiatives to help clients fine-tune their organizations for optimal performance, achieve business objectives, and position themselves to thrive in an evolving marketplace. Gamss is very passionate about philanthropy and social impact. In his previous role, he served as a counselor with the Chai Lifeline, and most recently, he holds the position of division head at the nonprofit Kids of Courage.

Director, Magner Career Center, Brooklyn College

Natalia Guarin-Klein has more than 15 years of experience in helping students develop a successful roadmap to their career and life goals. She arrived at the Magner Career Center in 2004 and currently serves as its director. She develops strategic relationships and partnerships with employers to increase internship and employment opportunities for Brooklyn College students and alumni. She assists employers in identifying the best ways to connect with and recruit students depending on their specific needs, and she also plans and implements large-scale recruiting events on-campus.

Before finding her way to Brooklyn College, Guarin-Klein’s journey included being an HR representative at Target, where she oversaw the human resources function and provided supervision to 20 store managers across New York City, Long Island, and New Jersey. She earned an M.A. in industrial organizational psychology at NYU, and a B.S. in psychobiology from Binghamton University. Outside of work, she enjoys spending time with her family, traveling, and volunteering.

Vice President, Bank of America
Member, Brooklyn College Foundation Board of Trustees

Daniel Menendez is an enterprise retail sales manager for Bank of America. He began his CUNY education at Manhattan Community College and transferred to Brooklyn College, where he earned a B.S. in business, management, and finance. He worked as an investment associate intern at UBS during his final semester. He served on the advisory board of the Brooklyn College Black and Latino Male Initiative, a program that helps increase the number of men of African and Latino descent and other historically underrepresented groups who enroll in college.

Menendez began his commercial banking career at Citi as a management associate in 2009. In a short time, he was appointed to branch manager for the Borough Park branch, and in 2011 he was tapped to manage the much larger Kings Highway branch. He also served as the New York City representative on Citi’s National Branch Manager Council from 2011 to 2013. In this role, he was able to collaborate with retail leaders across the country and provide a voice for product and business development strategy for Citi’s retail branch network.

In 2013, Menendez was promoted to area director for Maryland, where he was responsible for managing Citi’s footprint in the state. He then returned to New York and served as the area director for the Bronx until 2017. That year he would transition from Citi to HSBC, where he was responsible for developing the bank’s retail presence in Downtown Manhattan. In 2019, he joined Bank of America as the enterprise retail sales manager leading the mortgage sales team for Brooklyn, Queens, Staten Island, and Manhattan’s Chinatown. He is currently a member of the Brooklyn College Foundation Board of Trustees. In 2018, he completed an M.B.A. degree in international finance at Florida International University.

Professor of Finance and Chair, Department of Finance, Koppelman School of Business, Brooklyn College

Sunil Mohanty joined Brooklyn College as the chair of finance and business management in fall 2014. Since his tenure began at the college, he spearheaded the creation of the independent Finance Department. He has led the Summer Financial Careers Academy at 25 Broadway since 2015.

Prior to joining Brooklyn College, he worked as a full-time faculty member at the University of St. Thomas, Minneapolis, and at Hofstra University, Long Island. Mohanty has been a University Scholar, Visiting Research Scholar, and a Fulbright Scholar. He is listed in Who’s Who in America and Who’s Who in American Education. Mohanty is also the recipient of Brooklyn College’s prestigious Leonard and Claire Tow Professorship (2018–20) award.

He is a featured author in numerous financial and economics journals. His expertise lies in the asymmetric impact of oil price shocks on stock prices as well as corporate investment, capital structure, emerging capital markets, bank risk, regulations, the Dodd-Frank Act, capital adequacy, the Basel III. His recent article, “The Dodd-Frank Act and Basel III,” published in the Multinational Financial Management Journal has been featured among the few influential studies by the journal. Mohanty currently also serves on the editorial board of the Journal of International Financial Markets Institutions and Money, Journal of Commodity Markets, and Managerial Finance. He earned a B.S. in civil engineering, an M.B.A. in finance, and a Doctorate in Business Administration in finance.

Private Equity Associate, GCM Grosvenor

In his role as a private equity associate at GCM Grosvenor, John Morrison provides initial investment review and screening of prospective investment opportunities for the firm as well as tracking of the firm’s investment pipeline. In addition, he assists in preparation and presentation of investment recommendations to the firm’s Executive Committee.

Prior to joining GCM Grosvenor, Morrison spent time as a business management analyst for the Treasury and Trade Solutions Account Management team, an arm of the Institutional Clients group. As an analyst, he was responsible for covering a portfolio of more than 300 corporate clients within North America.

A native of Brooklyn, Morrison is a product of the CUNY system, having graduated from Brooklyn College with a B.S. in accounting and finance and business management. He was a participant in the MD Sass Investment Institute and the Financial Careers Academy. When he is not searching for investment opportunities, he enjoys billiards and watching his beloved New York Mets.

Senior Director, S&P Global

Ramki Muthukrishnan heads the Recovery Rating and Credit Estimates for U.S. Corporates for Standard & Poor’s. Prior to that, he headed surveillance for U.S. Structured Finance.

Muthukrishnan has more than 15 years of experience in the area of structured finance and has authored several research pieces as well as managed relationships with key market participants. He speaks regularly at external and internal conferences on the area of collateralized loan obligations (CLOs) and leveraged loans. Before joining Standard & Poor’s, he worked at Syntel Inc., a Michigan-based technology consulting company and prior to that, at Motorola, India. He holds a Bachelor of Commerce degree from Madras University and an M.B.A. from the Yale School of Management.

Equity Research Associate Director, UBS

As an equity research associate director at UBS, Adam Noble covers the healthcare supply chain, healthcare information technology, drug retail, labs, and dental sectors. Prior to joining UBS, Noble was an equity research associate at Goldman Sachs, where he received the Institutional Investor 2016 All-American Research Team Rising Star Award for Healthcare Technology and Distribution. Throughout his academic career at Brooklyn College, he completed prestigious summer internships as an investment banking summer analyst with Citigroup. In addition, he received the Presidential Merit Scholarship.

Noble has close to a decade of experience focusing on investment banking and equity research at Citigroup, Goldman Sachs, and UBS. He earned a B.S. in accounting and finance from Brooklyn College, and also completed the Financial Valuation and Modeling course from the Investment Banking Institute. His avocation is mentoring the next generation, traveling, and watching sports, particularly the New York Knicks.

Vice President, Citigroup

As a vice president at Citigroup, Farjana Rohman is the product manager for instant payments, hoping to revolutionize the way Citi’s institutional clients send and receive money. In her previous role as a business manager, she oversaw strategy, projects, and performance associated with a $2.3 billion Transaction and Trade Solutions business within Citi. She directly supports the North America corporate sales team, consisting of 100 team members, assigned to 2,000 clients globally. Joining Citi through the Operations Analyst Program, Rohman contributed to the development of analytics that reduced Institutional Clients Group regulatory capital charges by 54% within two years and led a global project to generate accurate trade fails, volumes, and settlement efficiency metrics, which are leveraged by client relationship managers.

Beginning her career through the JPMorgan Chase Smart Start Scholarship program, Rohman has over a decade of experience focusing on data analytics, project management and process improvement at J.P. Morgan, Goldman Sachs, the New York City School Construction Authority, and Citigroup. She graduated cum laude from Brooklyn College with a B.S. and B.A. in business, management, and finance, and sociology. She volunteers with the Brooklyn College Magner Career Center and iMentor.

Director of Municipal Credit Research, Alliance Bernstein

Joseph Rosenblum recently retired from his position as director of municipal credit research at Alliance Bernstein. Prior to joining Alliance Bernstein, he worked as a managing director at Moody’s Investors Service. Rosenblum earned a master’s in city planning from Harvard University Graduate School of Design, and received his B.A. degree from Brooklyn College.

Senior Managing Director, Churchill Asset Management

Randy Schwimmer is the senior managing director, as well as head of origination and capital markets, at Churchill Asset Management LLC. His firm is affiliated with Nuveen, the asset management division of TIAA and one of the largest global asset managers across multiple asset classes.

Schwimmer is also the founder/publisher of The Lead Left, Churchill’s weekly newsletter. The Lead Left reviews deals and trends in the capital markets with a unique focus on the middle market space and is read by thousands of influential industry participants.

Schwimmer brings 30 years of experience in middle market finance to Churchill and is widely credited with developing loan syndications for middle market companies. He was a founding partner and head of capital markets at Churchill Financial LLC, a middle-market finance company acquired by The Carlyle Group. At Carlyle, he was a managing director responsible for all middle-market loan capital markets activities, including loan structuring, syndications, and distribution within the Carlyle GMS team.

Before that, he was managing director and head of leveraged finance syndication for BNP Paribas. He spent 15 years at JPMorgan Chase in corporate banking and loan syndications, where he originated, structured, and syndicated leveraged loans. Schwimmer graduated cum laude from Trinity College with a B.A. degree. He earned his M.A. degree from the University of Chicago.

Director of Leveraged Finance & Recovery, S&P Global

Kenny Tang is a director in the leveraged finance team at S&P Global Ratings. He serves as a leveraged finance specialist focusing on debt market trends and issues, and his publications cover topics such as credit terms, defaults, and debt recoveries. Tang is also a speaker and panelist at leveraged finance and CLO conferences and investor roundtables, meets with debt investors and issuer management teams, and is a rating committee member covering various sectors.

Prior to joining S&P in 2007, he was a vice president/bond workout officer at BNY Mellon who took on the trustee role, representing bondholders in distressed and bankruptcy situations and served as a member of unsecured creditor committees. He also worked for what was then the second-largest German bank, Bayerische Hypo-und Vereinsbank AG (now UniCredit Group) as a loan workout restructuring manager focused on bilateral and syndicated debt both as sole lender, active participant, and as administrative agent as well.

His commercial banking experience includes serving as vice president/portfolio manager of Webster Bank with a focus on middle-market banking. He started his banking career with Fleet Bank (now part of Bank of America), having completed its Commercial Banker Credit Training Program and last served as an associate financial analyst in the Connecticut Middle Market Banking Division.

Tang is a member of the Turnaround Management Association with a Certified Turnaround Analyst designation. He holds an M.B.A. degree in finance from Bentley University, a B.S. in finance from Central Connecticut State University, and a Commercial Real Estate Certificate from Cornell University.

Senior Manager, Accenture

Member, Brooklyn College Foundation Board of Trustees

Pawel Walczuk graduated from Brooklyn College with a triple major in philosophy, political science, and economics. He completed his master’s degree in political economy at the London School of Economics in 2011.

Walczuk joined Accenture’s management consulting practice in 2012. While at Brooklyn College, Walczuk undertook a number of internships, including one at SMBC Nikko Capital Markets and one for Senator Hillary Rodham Clinton. He was a member of the Honors Academy and was active on campus as president of the Philosophy Society. He was the recipient of the Furman and Tow Study Abroad and Research Scholarship and was elected a member of Phi Beta Kappa in 2010.

Walczuk now specializes in strategic planning, organizational transformation, and policy analysis. While at Accenture, he has focused on helping public service clients, including government agencies at the state, county, and local level. Most recently, his projects included helping states prepare for the health care reform, devising organizational strategy and implementing performance management system. His passion and desire to give back to the community has led him to become a member of the Brooklyn College Foundation Board of Trustees.


Upon graduation from Brooklyn College, Jesus Vidal briefly worked as a LatAm onboarding specialist in J.P. Morgan’s Asset Management division before transitioning to the LatAm Due Diligence team as an analyst. After J.P. Morgan, Vidal began working as a commercial real estate syndication associate at VM Properties, where he supported the syndication of $1.1 million of distressed commercial real estate. While the experience of working at J.P. Morgan and VM Properties was invaluable, Vidal realized that his true calling in life was entrepreneurship, and so he decided to take on that challenge.

Within the last 12 months, he has leveraged his experience from the corporate world in order to successfully support a venture capitalist team with their acquisition and renovation of two multifamily properties in the Northeast. He graduated from Brooklyn College with a B.S. in finance and investments. During his time at Brooklyn College, he was a participant in the MD Sass Investment Institute and the Financial Careers Academy.

Brooklyn. All in.