D EPA R T M EN T O F F I N A N C E , I N S U R A N C E A N D L AW
K AT I E S C H O O L O F I N S U R A N C E A N D F I N A N C I A L S ERV I C E S
STUDENT
RECOGNITION
PROGRAM A P R I L 2 02 0
THE DEPARTMENT OF FINANCE, INSURANCE AND LAW STUDENT RECOGNITION 2020
DEPARTMENT-WIDE AWARDS • CHARLIE NORMAN OUTSTANDING SENIOR IN FINANCE
Adam Lake
OUTSTANDING SENIOR IN INSURANCE
Erika Sreenan
CHARLIE NORMAN OUTSTANDING JUNIOR IN FINANCE
Margaret Hutchison
OUTSTANDING JUNIOR IN INSURANCE
Katelynn Pankhurst
OUTSTANDING TEACHING AWARD
E. Tice Sirmans
OUTSTANDING RESEARCH AWARD
Abhishek Varma
OUTSTANDING SERVICE AWARD
Christopher Tamm
FINANCE AWARDS
The following students have earned recognition for their outstanding academic achievements as Finance majors (listed alphabetically by student). • EDUCATIONAL INVESTMENT FUND AWARD
Anthony Anodenko
COUNTRY FINANCIAL DISTINGUISHED JUNIOR IN FINANCE
Faith Ayodele
EDUCATIONAL INVESTMENT FUND AWARD
Gabe Bbecki
EDUCATIONAL INVESTMENT FUND AWARD
Ryan Baker
EDUCATIONAL INVESTMENT FUND AWARD
Benjamin Brass
COUNTRY FINANCIAL DISTINGUISHED JUNIOR IN FINANCE
Nathaniel Brauer
INSURANCE FUTURITY AWARD
Jennifer Cappello
FINANCE INITIATIVE AWARD
Ellie Cheline
COUNTRY FINANCIAL DISTINGUISHED SENIOR IN FINANCE
Jenna Chervinko
CENTER FOR INVESTMENT RESEARCH AWARD
Brandon Christiansen
EDUCATIONAL FIXED-INCOME AWARD
Anthony Clark
FINANCE PROFESSIONAL EXCELLENCE AWARD
Dominic Covelli
FINANCE, INSURANCE AND LAW ADVISORY BOARD SCHOLARSHIP
Krista Dietz
JEFF SECORD OUTSTANDING STUDENT IN FINANCIAL PLANNING AWARD
Mary Elias
FINANCE INITIATIVE AWARD
Brooke Graveline
FINANCE, INSURANCE AND LAW ADVISORY BOARD SCHOLARSHIP
Luke Hoerr
FINANCE PROFESSIONAL EXCELLENCE AWARD
Zachery Hogan
COUNTRY FINANCIAL DISTINGUISHED JUNIOR IN FINANCE
Tatum King
COUNTRY FINANCIAL DISTINGUISHED JUNIOR IN FINANCE
Brendan Leibforth
JEFF SECORD OUTSTANDING STUDENT IN FINANCIAL PLANNING AWARD
Gael Tshilombo Manya
EDUCATIONAL FIXED-INCOME AWARD
Cameron McIntosh
COUNTRY FINANCIAL DISTINGUISHED SENIOR IN FINANCE
Katherine Moran
FINANCE ACHIEVEMENT AWARD
Melissa Oelke
EDUCATIONAL INVESTMENT FUND AWARD
Jonathan Panzica
FINANCE INITIATIVE AWARD
Cameron Petersen
COUNTRY FINANCIAL DISTINGUISHED JUNIOR IN FINANCE
Vincent Pray
COUNTRY FINANCIAL DISTINGUISHED SENIOR IN FINANCE
Marissa Rizzo
EDUCATIONAL INVESTMENT FUND AWARD
Jose Servin
COUNTRY FINANCIAL DISTINGUISHED SENIOR IN FINANCE
Megan Smalter
FINANCE ACHIEVEMENT AWARD
Brendan Streitmatter
FINANCE ACHIEVEMENT AWARD
Lexa Voglesburg
COUNTRY FINANCIAL DISTINGUISHED SENIOR IN FINANCE
Justin Waller
OUTSTANDING LEGAL ENVIRONMENT OF BUSINESS STUDENT AWARD
Alexandra Williams
2019-2020 DONORS The following individuals and firms have donated funds for student and program support to the Department of Finance, Insurance and Law. • INDIVIDUAL DONORS Aynsley and Marco Amidei Candice Anetsberger Erica Brown Mark and Melanie Burns David and Kate Bushnell Mark Caryl Kathy Chamberlain Julian Chavez Scott and Danielle Coykendall Jacob Crow William Cullen Scott and Molly Davis Alexandra and Travis Dean David and Kathleen Deneen Kurt and Lynette Dooley Kevin and Christine Doyle Gregory Dubose Robert Duerr Donald and Cindi Duncan Frederick Eisenhut Jr. Jakub Eisner Andrew Finks Gerad Fouts Cheryl Frohlich Wesley and Ellen Gates Jacob Gleason Susan Greenberg Larry Gustafson James and Holly Haas Frank and Mary Haggerty Brett and Jennifer Hilkemann Todd Howe Domingo Joaquin James Jones Janet and Christopher Keating Spencer Kelly Michelle and Kirk Klein Gary and Kay Koppenhaver Vladimir Kotomin Lynda and Paul Krueger Albert and Lori Krusemark Karen and Tom Lacy Michael and Kary Lansden Anthony Lees Larry Lonis Peter and Jeri Martel David and Lynn McCarthy Stephanie and Tim McClellan Chuck and Joan McGuire Robert and Nancy Meyer Michael and Mindi Miller Dixie Mills Thomas and Janet Mollet
Gregory and Traci Morris Sara and Eric Nieukirk Daniel and Maureen Norman Edgar and Rebecca Norton Dennis Nowaczyk Larry Neuhring Tim and Wendy Papka Robert and Jennifer Parent James and Diane Petras Nicholas and Beth Potthoff James Pribel Kara Reel Robert and Annette Rush John and Katrina Schurter Jeffrey and Carol Secord Charles and Janet Sherburne Daxx Spera Robert and Cara Stephan Gregory and Jessica Stephens Benjamin Stickley Jonathan Strok Robert Styrkowicz Charles and Lynn Sutton Debra and Roger Swanlund Sean Swanson Sean and Kristie Sweeney Mark and Laura Taets Christopher Tamm Douglas and Lesley Throneburg Gary and Debra Tiffany Joseph and Connie Trefzger Mitchell Valadez Carson and Iris Varner Aaron and Sarah Vaughn Greg Wanner Andrew and Lisa Watts Mike Wenc Jason and Amanda Werner Martha and Gregory White Megan White Jana Whitman Randi Wille CORPORATE DONORS Baxter Credit Union Caterpillar, Inc. CC Services Inc. COUNTRY Financial Fidelity Invest Charitable Gift Fund Illinois Prairie Community Foundation Null Gateway Subway Inc. Savant Capital Management Inc. Schwab Charitable Fund Vermillion Financial Advisors Inc.
EDUCATIONAL INVESTMENT FUND BOARD OF DIRECTORS • Tom Howe College of Business, Illinois State University John Jaburek Wells Fargo Advisors, Itasca Domingo Joaquin College of Business, Illinois State University Min-Yu Liao College of Business, Illinois State University Chelsie Moore COUNTRY Financial, Bloomington Ajay Samant College of Business, Illinois State University Gregory Stephens State Farm Insurance, Bloomington Douglas Throneburg First American Bank, Elk Grove Village
Numan Ahmed State Farm Insurance, Bloomington Daly Andersson Busey Wealth Management, Champaign Brian Christiansen David Vaughn Investments, Peoria Scott Davis Renaissance Wealth Management, Bloomington David Deneen Wells Fargo Advisors, Bloomington Donald Duncan D3 Financial Counselors, Downers Grove Andrew Finks COUNTRY Trust Bank, Bloomington Ryan Forberg RMB Capital Management, Chicago
FINANCE, INSURANCE AND LAW ADVISORY BOARD • Philip Battaglia Caterpillar, Peoria Stephen Berchem Westbourne Capital, Chicago Kathy Chamberlain COUNTRY Financial, Bloomington Daryl Dagit Savant Capital Management, Peoria Scott Davis Renaissance Wealth Management, Bloomington Domingo Joaquin College of Business, Illinois State University Spencer Kelly Magnetar Capital, Chicago Adam Lake College of Business, Illinois State University Larry Lonis U.S. Trust, Chicago Gregory Morris Archer Daniels Midland, Chicago
Robert Parent State Farm Insurance, Bloomington James Pribel Consultant, Chicago Mike Price David Vaughan Investments, Peoria Michelle Rojo MB Financial Bank, Rosemont Steve Rolinitis Caterpillar, Peoria Ajay Samant College of Business, Illinois State University Jeffrey Secord Renaissance Wealth Management, Bloomington Erica Sreenan College of Business, Illinois State University Robert Stephan State Farm Insurance, Bloomington Eric Schweitzer Challenger Gray, Chicago
DEPARTMENT OF FINANCE, INSURANCE AND LAW KATIE SCHOOL OF INSURANCE AND RISK MANAGEMENT •
The Department of Finance, Insurance, and Law at Illinois State University offers a major in Finance, a minor in Financial Planning, and a major and minor in Insurance. The intended objectives of the Finance major and the Insurance major, as determined by the faculty, are to help students grow and develop the characteristics of a competent finance or insurance professional, a critical thinker, a professional with communication and interpersonal skills, and an ethical leader and decision-maker. The Finance major prepares students for careers in corporate finance, investments, financial institutions, and real estate. The curriculum guides students toward professional certification, such as the Chartered Financial Analyst (CFA) designation and the Certified Financial Planner (CFP) certificate. A distinctive feature of the finance curriculum over the last 30 years is the opportunity to link theory with financial practice. The Educational Investment Fund, a student-managed equity portfolio with a market value of about $500,000, allows students to earn academic credit while making actual investment decisions with feedback from the Educational Investment Fund Board of Directors. A recent addition to the curriculum is a student-managed fixed-income portfolio, called the Educational Fixed-income Fund, which has a market value of about $1,100,000. The course blends actual bond market decisions with academic credit. Finance students also participate in financial industry and corporate internship experiences, both locally and in major metropolitan areas. The curricula maintain its relevancy with the advice of the professionals that sit on the Finance, Insurance and Law Advisory Board. The Risk Management and Insurance major prepares students for careers in the insurance industry and in the field of risk management. Internships are available to provide experience at insurance organizations in London, Zurich, South Africa, and Bermuda, as well as in major metropolitan areas. The Katie School helps arrange student internships and sponsors applied research, speakers, panels, short courses and professional education in the field of insurance. Insurance majors, Insurance minors, and Actuarial Science majors benefit from interacting with industry professionals and academic leaders brought to campus by the Katie School. The Katie School has an Advisory Board of Executives to offer advice on outreach program development, faculty research, continuing education, and industry engagement.
The Department of Finance, Insurance, and Law thanks the following faculty members and staff that assisted in organizing this year’s awards. •
HONORS TEAM Eli Sherrill Assistant Professor, Chair Thomas Howe Professor Min-Yu Liao Assistant Professor Edgar Norton Professor Director, Institute for Financial Planning and Analysis •
FINANCE, INSURANCE AND LAW Domingo C. Joaquin Professor and Interim Department Chairperson Department of Finance Insurance and Law Jim Jones Executive Director Katie School of Insurance and Risk Management Sally Rowan Office Manager Department of Finance, Insurance and Law
FACULTY AND STAFF •
Dr. Domingo Joaquin, Interim Department Chair Sally Rowan, Office Manager Kathy Sims, FIL Academic Advisor Christopher Tamm, Finance Internship Coordinator Jim Jones, Insurance Internship Coordinator •
Kevin Ahlgrim, Associate Professor Alan Cring, Instructional Assistant Professor Karen Hosack, Instructional Assistant Professor Tom Howe, Professor Domingo Joaquin, Professor Gary Koppenhaver, Professor Vladimir Kotomin, Associate Professor Stella Liao, Associate Professor Dalia Marciukaityte, Associate Professor Chee Ng, Visiting Professor Edgar Norton, Professor Yayuan Ren, Associate Professor Sally Rowan, Officer Support Specialist Eric Ruud, Instructional Assistant Professor Eli Sherrill, Assistant Professor Tice Sirmans, Assistant Professor Christine Sullivan, Instructional Assistant Professor Christopher Tamm, Associate Professor, Finance Internship Coordinator Joe Trefzger, Professor Tim Trombley, Assistant Professor Abhishek Varma, Associate Professor Katrin Varner, Associate Professor Carson Varner, Professor
•
2020 AWARD WINNER STUDENT BIOGRAPHIES •
RYAN M. BAKER rmbake1@ilstu.edu Home Town: El Paso, IL Parents’ Names: Matthew and Amy Baker Expected Graduation Date: 05/09/20 Major: Finance Academic Honors Earned at ISU Expected to graduate magna cum laude and with Honors in Finance Goals After Graduation After graduation I hope to find a financial analyst position.
NATHANIEL BRAUER nlbrau1@ilstu.edu Home Town: Auburn, IL Parents’ Names: Bruce and Brenda Brauer Expected Graduation Date: May 2021 Major: Accounting and Finance Academic Honors Earned at ISU Dean’s List IDEX Accounting Scholarship W. Max Rexroad Accounting Scholarship Redbird Academic Scholarship Leadership Roles at ISU Treasurer of the Club Golf Team Success Chair for Phi Gamma Nu Professional Business Fraternity Community Involvement Midwest Food Bank Ronald McDonald House Trick-or-Treat for Change Goals After Graduation To pass all of the sections for the CPA exam and to be an auditor for a public accounting firm.
BENJAMIN WALKER BROSS benjaminwbross@gmail.com Home Town: Normal, IL Parents’ Names: Leslie and Jim Carter, Scott and Megan Bross Expected Graduation Date: May 2020 Major: Finance Academic Honors Earned at ISU Honor roll Community Involvement Volunteering with Local Church Other Campus Involvement and Personal Accomplishments Emp Goals After Graduation To pursue an MBA in Finance and become a financial analyst. To serve and support my family, friends, and community.
JENNIFER CAPPELLO jlcapp1@istu.edu Home Town: Schaumburg Parents’ Names: Michael and Marcy Cappello Expected Graduation Date: May 2022 Major: Finance and Risk management Insurance Academic Honors Earned at ISU Dean’s List Fall 2018 and Spring 2019 Redbird Scholar recipient Other Campus Involvement and Personal Accomplishments Delta Sigma Pi Professional Business Fraternity Goals After Graduation Obtain CFA
ELLIE CHELINE elcheli@ilstu.edu Home Town: North Henderson, IL Parents’ Names: Bob and Kim Cheline Expected Graduation Date: May 2021 Major: Finance Academic Honors Earned at ISU Redbird Scholar Dean’s List every semester Leadership Roles at ISU Chi Omega – Rho Kappa President 2019 Rho Lambda Treasurer 2020 College Panhellenic President 2020 Community Involvement Make-A-Wish Illinois Other Campus Involvement and Personal Accomplishments Hazing Amnesty Policy Taskforce Goals After Graduation Work as a financial analyst
JENNA CHERVINKO jlcher1@ilstu.edu Home Town: Decatur, IL Parents’ Names: James and Kimberly Chervinko Expected Graduation Date: May 2020 Major: RMI & International Business Minor: Spanish Academic Honors Earned at ISU Dean’s List Leadership Roles at ISU Gamma Iota Sigma Director of Alumni Affairs Secretary for Delta Sigma Pi (co-ed professional business fraternity) VP of Pledge Education for Delta Sigma Pi (co-ed professional business fraternity) Community Involvement Throughout my time in Gamma Iota Sigma and Delta Sigma Pi, I have volunteered at numerous locations including Paws for a Cause, Ronald McDonald house, Habitat for Humanity, and Midwest Food Bank. One of my favorite events is Delta Sigma Pi’s annual date auction where proceeds are sent to St. Jude’s Children’s Hospital. Other Campus Involvement and Personal Accomplishments I have been a tutor for the athletic department as well as a student assistant for the VP of Finance & Planning Department at ISU. I also studied abroad to Granada, Spain during my spring semester 2018 and was one of the recipients of the Katie School of Insurance International Internship to Bermuda during summer 2019. Goals After Graduation Obtain CPCU designation Continue my passion for traveling Potentially live/work abroad in the next 5 years
BRANDON CHRISTIANSEN bjchri1@ilstu.edu Home Town : Roscoe, IL Parents’ Names: Daniel & Teresa Christiansen Expected Graduation Date : December 2020 Major : Finance & Marketing (IMC) Academic Honors Earned at ISU Dean’s List Fall 2018, Spring 2019, Fall 2019 Leadership Roles at ISU Cru - Student Leader Community Involvement Work with a nonprofit coffee shop, AJB, that donates 100% of its profits to IJM to help end slavery around the world Goals After Graduation Start my career, ideally in the Sports Marketing world
DOMINIC COVELLI djcovel@ilstu.edu Home Town: Westchester, IL Parents’ Names: Carl Covelli, Diane Covelli Expected Graduation Date: May 2020 Major: Finance Academic Honors Earned at ISU Other Campus Involvement and Personal Accomplishments Member at University Program Board (’18 – ’19) Goals After Graduation Hired at Kellstrom Aerospace in Miami, Florida as a Financial Analyst
MARY ELIAS maryelias2719@gmail.com Home Town: Tinley Park, IL Parents’ Names: Mireille Elias (Mother) Expected Graduation Date: May 2021 Major: Finance and Managerial Economics Academic Honors Earned at ISU College of Business Dean’s List: 2018, 2019 Community Involvement Summer volunteer at North Chicago Community Partners NFP Other Campus Involvement and Personal Accomplishments Member of Illinois State Students in Finance (ISSF) Member of Economic Student Association (ESA) For the Summer of 2018, my first Summer after freshman year, I was able to obtain a full-time internship at the patent law firm in Chicago, Brinks Gilson and Lione. This was a personal accomplishment of mine because it allowed me to utilize basic skills necessary in a business environment and enhanced my personal professionalism. During the Summer of 2019, I was able to obtain another internship with the FinTech company in Chicago, IL, Envestnet. This internship was not only a personal accomplishment, but a God sent opportunity that solidified my stance as a Finance major. Throughout the course of the Summer I was able to shadow a financial analyst and learn the basic skills necessary for the job. This allowed me to realize that this profession was a calling and the only way towards personal future success. The content I learned during this internship is utilized in every class I have taken this school year at ISU. Being given this wonderful opportunity, and successfully completing it, is a personal accomplishment of mine. Goals After Graduation After graduation I hope to stay in the same industry as my last internship, Envestnet. I believe the FinTech industry is innovative and continuously growing over time which attracts me to it. Fortunately, the internship went very well, and I plan to return this Summer once again as the Corporate Finance intern at the Chicago office. The mission of this company is to promote financial wellness for all which is what attracted me to it in the first place. This small sentence of a mission statement motivated me to want to seek solutions for those who are underprivileged financially. After graduation, I would love to work in the financial services industry, but continue going to school to study the economy. I believe that financial services are a small sector of the economy and to understand that small sector, you must understand the bigger picture of it all. By accomplishing graduate school for economics, I hope to one day solve the unfortunate issue the world faces of financial health being a privilege to some, while others will never have the option of it. If we, as citizens of this population, continue to expand our knowledge of the economy and finance, one day we will all realize that financial wellness is not something that the 1% is privileged to have, rather it is something deserved of 100% of the population. No one deserves to be born into a family that is already struggling financially and has no access to information or resources to better their situation. Everyone deserves financial wellness, and if the resources to enhance financial security are not there, then we as the coming generation must use our knowledge to find the necessary information and create a solution. That is my number one goal after graduation.
BROOKE GRAVELINE blgrave@ilstu.edu Home Town: Saint Anne, Illinois Parents’ Names: Joseph and Jennifer Graveline Expected Graduation Date: May 2020 Major: Finance and Risk Management/Insurance Minor: Organizational Leadership Academic Honors Earned at ISU Dean’s List, High Honors Other Campus Involvement and Personal Accomplishments Gamma Iota Sigma Illinois State Students in Finance Ferengul Award Recipient Goals After Graduation I hope to advance my skill sets and knowledge within Insurance and Risk Management industry, following either a client management or sales route. I hope to find a career path that allows me to grow and be a leader, while helping others develop professionally along the way.
LUKE HOERR E-Mail: lkhoerr@ilstu.edu Home Town: Peoria, IL Parents’ Names: Jack and Jody Hoerr Wife: JaNae Hoerr Expected Graduation Date: May 9th, 2020 Major: Insurance & Finance Academic Honors Earned at ISU COUNTRY Financial Scholarship Greater Peoria Claims Association Scholarship CPCU Scholarship, Central IL Scholarship RLI Scholarship Leadership Roles at ISU College of Business Social Media Intern Gamma Iota Sigma Committee Member Community Involvement Innovation Consulting Community Home Sweet Home Ministries West Bloomington Revitalization Midwest Food Bank Illinois State Notetaker Red Cross Blood Summit Point Church Flying Aces Hockey Evergreen Place – Assisted Living Other Campus Involvement and Personal Accomplishments Leadership Fellows Program Visual Data Analytics Competition Winner Goals After Graduation I’m planning on working as a independent insurance agent for a local company. I enjoy talking to people about their financial and insurance needs and helping them get to the right products.
ZACKERY HOGAN E-Mail: zhogan@ilstu.edu Home Town: East Peoria Parents’ Names: Brandi and Patrick Hogan Expected Graduation Date: December 2020 Major: Finance Minor: Mathematics Academic Honors Earned at ISU Dean’s list for all semesters at ISU (3.9 GPA, Transfer student, so 3 completed semesters) Community Involvement Volunteer Photographer for Special Olympics Illinois Former Volunteer at Boys & Girls Club of Bloomington-Normal Other Campus Involvement and Personal Accomplishments Full-time Retail Banker as well as Full-time student Goals After Graduation I am interested in going into Wealth Management while working towards an MBA in Finance.
MARGARET HUTCHISON E-Mail: mhutch1@ilstu.edu Home Town: Roselle, IL Parents’ Names: Tom & Megan Hutchison Expected Graduation Date: May 2021 Major: Finance Minor: Financial Planning & Spanish Academic Honors Earned at ISU Dean’s List Fall 2017-Fall 2019 Leadership Roles at ISU Women in Business VP of Finance 2019-2020 Business Week Mentor Program Coordinator 2019-2020 Trumpet Section Leader for the Big Red Marching Machine 2019 Other Campus Involvement and Personal Accomplishments Admissions Tour Guide Goals After Graduation My goal for after graduation is to work in corporate finance in downtown Chicago or to continue at Discover Financial Services after my summer internship.
TATUM KING tking12@ilstu.edu Home Town: Lenexa, KS Parents’ Names: Paul and Sheri King Expected Graduation Date: May 2022 Major: Accounting and Finance Academic Honors Earned at ISU AFNI Honor Roll 2018 (3.0+) AFNI Honor Roll 2019 (4.0+) Leadership Roles at ISU Women’s Golf Representative for the Student-Athlete Advisory Council Community Involvement Volunteer at Oakdale Elementary School Fall 2018-Spring 2019 Volunteer at Western Avenue Community Center Preparing Tax Returns Other Campus Involvement and Personal Accomplishments On the ISU Women’s Golf Team Member of the Student Accounting Society Goals After Graduation Graduate with a degree in both accounting and finance Sit for the CPA exam Work in a firm for several years gaining knowledge on how businesses work End goal, to purchase my own company
ADAM LAKE ajlake1@ilstu.edu Home Town: Durand, IL Parents’ Names: Darrell and Jill Lake Expected Graduation Date: May 2020 Major: Finance Minor: Financial Planning Academic Honors Earned at ISU 2019 Outstanding Junior in Finance, 2018 Finance Futurity Award Dean’s List Leadership Roles at ISU Vice President of ISSF Former Treasurer of FPAIS Former Treasurer of Club Baseball Community Involvement Midwest Food Bank Other Campus Involvement and Personal Accomplishments ISSF, FPAIS, Club Baseball Goals After Graduation Start a career in finance and never stop learning.
GAEL TSHILOMBO MANYA gaeltshilombomanya@gmail.com / gtshilo@ilstu.edu Home Town: Kinshasa (Democratic Republic of Congo) Parents’ Names: Denis Tshilombo and Charlotte Tshiala Expected Graduation Date: May 2021 Major: Accounting and Finance Academic Honors Earned at ISU 20th annual PricewaterhouseCoopers award for academic achievement in accountancy, Illinois State University Honor Society Leadership Roles at ISU Special events coordinator for National Association of Black Accountants Community Involvement I volunteered at a golf outing event last Fall (2019) to raise money for scholarships for the Department of Accounting. We (with my fellow club members of the National Association of Black Accountants) have sponsored a clothing drive event in January to donate winter clothing to people in need Other Campus Involvement and Personal Accomplishments I am part of the Beta Alpha Psi, Illinois State Students in Finance and Student Accounting Society Goals After Graduation My goal is to work in the financial services and help people as well myself and my family make the right financial decisions. My dream is to start my own financial services firm in my home country as it is very much needed there.
CAMERON MCINTOSH cwmcint@ilstu.edu Home Town: Washington, Il Parents’ Names: Jeff and Angie McIntosh Expected Graduation Date: May 2020 Major: Finance, Risk Management & Insurance Academic Honors Earned at ISU Dean’s list 2019-2020 Community Involvement Feed My Starving Children: Bloomington, IL Other Campus Involvement and Personal Accomplishments Innovation Consulting Community Independent Student Tutor (help students that are struggling in level-200, 300 classes) Recognized as “Intern of the Summer” at JCPenney, where I was a financial planning and analysis intern. I was awarded this title from my continued dedication and knowledge based solutions. Goals After Graduation Post-graduation, I intend to become an investment banking analyst to help create value for U.S. mid-cap companies and emerging growth companies. With this role, I will be providing strong advisory expertise, capitalizing on mergers and acquisitions, debt and equity product expertise for financial solutions. After a couple of years in the analyst role, I want to attend the University of Texas at Austin to complete my Executive MBA.
KATHERINE MORAN kmoran1@ilstu.edu Home Town: Crystal Lake, IL Parents’ Names: Daniel and Susan Moran Expected Graduation Date: May 2020 Major: Risk Management and Insurance and Finance Academic Honors Earned at ISU Dean’s List in Spring 2017 Leadership Roles at ISU Within Phi Gamma Nu, I have been the Vice President of Finance, Capital Growth Chair, Concert Chair, Alumni Relations Chair and been on the Standards Board. With Gamma Iota Sigma, I am the Director of Professional Development. Community Involvement I have been involved with raising money within my business fraternity for Midwest Food Bank, and Lurie’s Children’s Hospital. I have been also very involved in attending community service events for Gamma Iota Sigma and Phi Gamma Nu whether it is helping Midwest Food Bank, Habitat for Humanity, the Humane Society, the Central Illinois Down Syndrome Buddy Walk, retirement communities, etc. Other Campus Involvement and Personal Accomplishments I received the I am PGN award given by Nationals for our Phi Gamma Nu-Delta Chi Chapter. I am also serving as a business week mentor this year. Goals After Graduation I want to continue to give back to the organizations which have helped me learn so much while I have been a student here at Illinois State. I want to continue to serve as a mentor while I continue to learn and develop in my career. Also, I want to continue my education by completing my CPCU.
KATELYNN PANKHURST Kmpankh@ilstu.edu Home Town: Loves Park, IL Parents’ Names: Marshall and Debra Pankhurst Expected Graduation Date: May 2021 Major: Insurance/Risk Management & Finance Academic Honors Earned at ISU Dean’s List (Fall 2017-Present), Insurance Futurity Award, ABSIP Scholar, Honors Program Inductee, and Bone Scholar Nominee Leadership Roles at ISU Alpha Kappa Psi: Fundraising Chair and Risk Management Chair Gamma Iota Sigma: Director of Publicity and Vice President of Internal Affairs Community Involvement Midwest Food Bank, Operation Santa, Cleanup the Quad, Adopt-A-Street, and Red Cross Blood Drive. Other Campus Involvement and Personal Accomplishments Business Week & COUNTRY Financial Case Competition winner. Personal Accomplishments: During the 2019 summer, I interned at COUNTRY Financial as a Commercial Operations Intern. This upcoming summer, I was selected as a Katie School of Insurance International Intern where I will travel to London for 4 weeks. I have also accepted an internship where I will work in New York, NY with Argo for 4 weeks, and Kalamazoo, MI with JM Wilson for 4 weeks. Goals After Graduation Upon graduating, it is my goal to work as an underwriter in the excess and surplus market of the insurance industry. Ideally, I would work for a company with a training program that allows me to experience various lines of business. I would also like to complete my CPCU designation. As my career progresses, I hope to be a leader and mentor to my fellow colleagues.
CAMERON PETERSEN ctpete2@ilstu.edu Home Town: Johannesburg Parents’ Names: Deborah and Selwyn Petersen Expected Graduation Date: May 2021 Major: Accounting and Finance Academic Honors Earned at ISU Dean’s List Spring 2019 Community Involvement Actively involved in Volunteer Income Tax Assistance (VITA) program, helping underprivileged residents in the Bloomington-Normal area with their taxes this 2020 tax season. Other Campus Involvement and Personal Accomplishments Currently performing my third year as a student-athlete on the men’s tennis team. I am also performing my fourth semester as a Resident Assistant in Watterson while also balancing my double major and making the most of my University experience. Goals After Graduation I plan on furthering my education with Graduate School to attain a Master’s degree which will also allow me to sit for my CPA exam. I intend to explore my options in both Finance and Accounting until I have enough experience to feel that I am happy choosing one and ultimately working my way up the ranks in a successful firm in the Chicago-land area.
VINCENT MICHAEL PRAY vmpray@ilstu.edu Home Town: Geneva IL Parents’ Names: Jeff and Dina Pray Expected Graduation Date: May 2021 Major: Finance Minor: Financial Planning Goals After Graduation To become a financial planner and help as many individuals plan for retirement as possible
MARISSA RIZZO mlrizzo@ilstu.edu Home Town: Mundelein, IL Parents’ Names: Suzy and Mike Rizzo Expected Graduation Date: December 2020 Major: Accounting & Finance Academic Honors Earned at ISU Dean’s List: Aug 2016 – Present Leadership Roles at ISU Beta Gamma Sigma: Member Other Campus Involvement and Personal Accomplishments State Farm – Foundation Scholarship Kate Kind Wu Scholarship Goals After Graduation CPA
MEGAN SMALTER megansmalter33@gmail.com Home Town: New Lenox, IL Parents’ Names: John & Pam Smalter Expected Graduation Date: May 2020 Major: Risk Management Insurance & Finance Minor: Spanish Academic Honors Earned at ISU Dean’s List - Fall 2016, Spring 2017 Katie School Certificate of Leadership and Business Acumen 2019 Connie Krug Student Service Recognition Award 2019 Erika Gilbert Student Mentorship Award Leadership Roles at ISU Gamma Iota Sigma – 2019-2020 Treasurer, 2018-2019 Director of Alumni Affairs; Alpha Kappa Psi, Professional Business Fraternity – 2020 Potential New Member Educator, 2018-2019 Vice President of Alumni Relations, 2017 Service Chair, 2017 Fundraising Chair; Business Week – 2019 & 2020 Mentor, 2017 Mentee; University College Thrive Program – Peer Mentor Community Involvement Midwest Food Bank, American Red Cross Blood Donor, Adopt-A-Street, Special Olympics, and Juvenile Diabetes Research Foundation (JDRF) Volunteer Other Campus Involvement and Personal Accomplishments 2019 Katie School of Insurance International Intern – Zurich, Switzerland Goals After Graduation I will be working at CNA Insurance in their Underwriting Trainee Program and have the goal of completing my CPCU following graduation. I also plan on staying involved in my community and giving back as much as I can.
ERIKA SREENAN esreena@ilstu.edu Home Town: Rockford, IL Parents’ Names: Doug and Jan Sreenan Expected Graduation Date: May 2020 Major: Risk Management and Insurance Minor: Business Information Systems Sequence Academic Honors Earned at ISU Anita Benedetti Student Involvement Program Scholar for the RIMS 2019 Annual Conference Bone Scholar Nominee Redbird Scholar Certificate of Leadership and Business Acumen 2019 Outstanding Junior in Insurance Dean’s List Fall 2016 Leadership Roles at ISU Gamma Iota Sigma – Secretary (Fall 2018 – Spring 2020) Women’s Club Rugby - Captain (Fall 2019) Alpha Gamma Delta – Vice President of Member Experience (Spring 2018 – Fall 2018) Women in Business – Director of Fundraising (Spring 2018) Community Involvement Volunteer at Midwest Food Bank, American Red Cross Blood Donor Other Campus Involvement and Personal Accomplishments 2019 Katie School International Intern in Zurich, Switzerland Goals After Graduation I will be starting in the All Risk University training program as a production assistant for All Risks. Following my four weeks of training, I will be moving to Tacoma, Washington to begin my career.
BRENDAN STREITMATTER brstrei@ilstu.edu Home Town: Princeville Parents’ Names: Ronald and Lori Streitmatter Expected Graduation Date: May 2020 Major: Finance/Insurance Minor: Business Analytics Academic Honors Earned at ISU Finance Initiative Award – 2019 Illinois State Insurance Futurity Award – 2018 Rigas Family Scholarship – 2017, 2018 Dean’s List – All 7 completed semesters Leadership Roles at ISU Encounter Campus Ministry – small group leader, service team leader Community Involvement Mission trip team member – Cambodia (Rapha House) Volunteer – cleaning up Little Galilee Camp Volunteer – Big Brothers Big Sisters Other Campus Involvement and Personal Accomplishments Maintained 4.0 GPA all through college Completed internships with Northwestern Mutual and State Farm Accepted full-time position with State Farm upon graduation in May 2020 Goals After Graduation Establish myself in my career, remain involved in the community, and pursue continuing education through designations (CPCU, then others).
LEXA VOGELSBURG lmvogel@ilstu.edu Home Town: Keller, TX Parents’ Names: Marcia and Wayne Vogelsburg Expected Graduation Date: May 2020 Major: Finance Minor: Economics Academic Honors Earned at ISU Redbird Academic Scholarship Marian H. Dean Legacy Scholarship National Society of Colligate Scholars Leadership Roles at ISU Secretary of Alpha Omicron Pi from January-December 2019 Accreditations Chairman of Alpha Omicron Pi from January-December 2018 Small Group Leader for Encounter (on-campus ministry) from August 2019-May 2020 Community Involvement Volunteer at Home Sweet Home Ran and volunteered for Jingle Bell Run Donated blood at Red Cross Raised money for the Arthritis Foundation and Sisters for Soldiers through my sorority Alpha Omicron Pi Other Campus Involvement and Personal Accomplishments Employee at the Finance and Planning Office and the Payroll Office for Illinois State University Community Relations Intern for Illinois State Senator Jason Barickman’s District Office Funding Intern at Champion Title and Settlements, Inc. Supported other on-campus Greek life philanthropy events Goals After Graduation Grad School for an MBA Travel to Europe Obtain a federal government job dealing with finance or economics
JUSTIN WALLER jmwall5@ilstu.edu Home Town: Athens, IL Parents’ Names: Bob and Jyl Waller Expected Graduation Date: May 2020 Major: Risk Management and Insurance, Finance Minor: Mathematics Academic Honors Earned at ISU Chicago RIMS Scholarship David and Karen Magers Insurance Scholarship Griffith Foundation Scholarship St. Louis RIMS Scholarship Leadership Roles at ISU Director of Professional Development – Gamma Iota Sigma Community Involvement Baby Fold Habitat for Humanity Junior Achievement Midwest Food Bank Ronald McDonald House YWCA Other Campus Involvement and Personal Accomplishments Passed several CPCU and ARe exams Goals After Graduation I will start my career at CNA as a Reinsurance Analyst upon graduation. My goal is to complete the CPCU and ARe designations in addition to completing a master’s in science in Risk Management and Insurance. I hope to continue my career in the reinsurance treaty space or attend graduate school and pursue a career in academia.
ALEXANDRA WILLIAMS anwill9@ilstu.edu Home Town: Heyworth, IL Parents’ Names: Paul and Danielle Williams Expected Graduation Date: May 2020 Major: Finance Minor: N/A Academic Honors Earned at ISU Honors Program National Society of Leadership and Success Beta Alpha Psi National Scholastic Honors Fraternity for Accounting, Financial, and Information Systems Professionals Leadership Roles at ISU Alpha Kappa Psi mentor Business Week Golf Outing and Trivia Night Coordinator Pay It Forward Coordinator Community Involvement Midwest Food Bank Adopt-A-Street Other Campus Involvement and Personal Accomplishments Alpha Kappa Psi Professional Business Fraternity Business Week Team: Golf Outing and Trivia Night Coordinator Pay It Forward Coordinator Women In Business Accounting and Financial Women’s Alliance Law Club Honors Program National Society of Leadership and Success Beta Alpha Psi National Scholastic Honors Fraternity for Accounting, Financial, and Information System Professionals Studied Abroad in Romania Graduating in 3 years Goals After Graduation Law School
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