Chico Economics Graduate Careers - Finance

Kyle BennerKyle Benner

Kyle Benner moved to San Francisco after his graduation in 2013 and found a job with Abbot Downing, a boutique Ultra-High Net Worth (UHNW) investment management firm within Wells Fargo. His initial title was Client Service Associate with job responsibilities “only tangentially connected to economic principles and focused more on the operations sides of things” he stated in a recent email. “However, managers realized that I was proficient in numbers and they tapped me for help. I heavily attribute my skills with math and statistics to Econometrics with Professor Eckalbar and Money and Credit with Professor Sargsyan. Recently I've been performing due diligence on hedge fund managers as well as an assortment of other odd roles and responsibilities.”

“Economics has without a doubt helped my career in several ways and I'm only a few years into it!. While yes, I did have exposure to economic theories which has helped, more recently on studying for the Chartered Financial Analyst (CFA) Program, but I've found that the principles I picked up from my time at Chico State have helped me the most. Principles of economics gave me an interest in causation, a healthy skepticism, and again, to reiterate, numeracy.”

Nick BilleciNick Billeci

Nicholask Billeci, who graduated in 2013 with Honors and a BA in Economics, is a financial consultant with Fidelity Investments in Walnut Creek, California.  He also earned a BS in Business Administration with an option in Finance at Chico State in 2013.  During his junior and senior years Nicholas worked as a tutor in the Economics Department and a research assistant at the Center for Economic Development.

After graduation he accepted a job as a financial advisor with Edward Jones Investments. They invited Nick to participate in their Financial Advisor Career Development program, which is designed to prepare recent college graduates for careers as financial advisors. After accepting this offer Nick studied for three months for the Series 7 and Series 66 exams and after completing these exams he moved to Arizona for seven months for the training program.  Upon completion, he assumed responsibility for his own branch of Edward Jones Investments located in San Ramon, California, where he worked until 2015 when he moved on to Fidelity Investments as an investment consultant.  In 2017 Fidelity promoted him to financial consultant.

"I was fortunate enough to be able to apply the skills I learned studying international markets, statistics, and economics while at CSU Chico to build my own business in the area I was born and raised in," Nick stated in a recent email.  (Last Updated 9/17/18)

Michael BishaiMichael Bishai

Michael Bishai, who grduated in 2013 with a BA in Economics and in Communication, is a financial analyst at Helpshift in San Francisco, California.     Michael was a member of the Chico State Speech and Debate team.  After graduation Michael worked as production assistant for Intuitive Entertainment in Los Angeles, California.  He negoiated fees for permits to shoot at various LA sites and monitored cash flows for Intuitive Entertainment.

After a year with Intuitive Entertainment Michael moved on to be coordinator support for global cash management at the Walt Disney Company in Studio City, California.  He prepared reports on Disney’s bank accounts and conducted training for Disney treasury team employees.  During the latter halfo of 2015 Michael was project coordinator for Time Warner Cable’s construction projects  in Los Angeles. In 2016 Michael accepted a position with Helpshift where he is currently working.   (Last Revised 8/4/17)

thaddeus bognerThaddeus Bogner

Thaddeus Bogner, who graduated with a BA in Economics in 2010, is manager of Price Waterhouse, Coopers (PwC) in Philadelphia, Pennsylvania.  From 2006 to 2010 while an undergraduate Thaddeus helped support himself by working in network support for North State Radiology.  After graduation he worked for a year as a customer support engineer for FIS, a software company in Richmond, California.  In 2011 Thaddeus took a position as senior associate for PwC in St. Louis, Missouri.  In late 2013 Thaddeus moved to Melbourne, Australia as manager of PWC.  After almost 3 years in Australia Thaddeus moved to Philadelphia where he is currently working as manager.  (Last Updated 9/23/17)

Thomas BruckensteinThomas Bruckenstein

Thomas Bruckenstein, who graduated in 2016 with a BA in Economics, is a financial institutions examiner for the California Department of Business Oversight (DBO) in Los Angeles, California.

“The knowledge gained by earning an Economics degree from CSU, Chico has helped my career in many different ways,” Thomas stated in a recent email.  “Courses have taught me the framework of how the U.S. banking system works.  Most notably, how rising or falling interest rates can affect a bank’s financial position.  Writing skills attained through various classes have helped me convey financial data in a logical and efficient manner.  Knowledge of excel has proven to be important, especially when extracting loan and deposit data.”

“I value how economics creates an active and curious mind.  Economics has shown me that everything is related and changes in one variable will affect many other variables.  Numerous classes have taught me how to understand and explain those relationships; and the ability to do so has awarded me the traits to be successful in my career.”  (Last Updated 7/2/17)

justin bryantJustin Bryant

Justin Bryant, who graduated in 2006, started with Merrill Lynch in the Wealth Management and Financial Services division, managing the wealth of high net worth individuals, families, and institutions. He developed and managed investment portfolios and provided a comprehensive financial planning strategy for them. He is a regional wholesaler within a life insurance and annuity company called Protective Life where he works as a financial consultant to the financial advisors and insurance executives.  He partners with them, trains them, and helps them reach their goals by using the appropriate products to meet their client's objective to grow territorial sales each year.

In a recent email, Justin said that “Just like programming languages are the basis to computer programs, economics is the fundamental language of the entire business and financial community both in the private and public sector. My advice to students is to choose a skill in your studies because it's a competitive world out there. Economics will give you the analytical and quantitative skills that employers are looking for. When you think about some of the greatest minds, like Steve Jobs or Warren Buffett, all of them have used economic analysis to make decisions and those decisions changed the world.”

Francesca CaselliChristopher Long-Callahan

Christopher Long-Callahan, who graduated in 2014 with a BA in Economics and a BS in Finance, is a registered financial services representative for Foresters Financial Services in Walnut Creek, California.  Christopher enrolled at Chico State after studying business administration and management at Butte College from 2009 to 2011.  He was a member of the Investment Club at Butte College.  Christopher worked as counter staff with the Boys and Girls Clubs of America from 2005 – 2007.  While studying at Chico State Christopher helped support himself by working as a doorman at the Madison Bear Garden. 

Christopher is active in several community groups including the American Cancer Society and the Boys and Girls Clubs of America.  He is a volunteer for the annual Relay for Life event in Pacifica, California.  As an “avid fisherman” Chris supports organizations throughout the state that promote the restoration of watersheds.

Christopher explains that his degree in economics provides him with a good background for his current job as a financial services representative.  “The economics aspect provided me with sound understanding of markets as a whole, as well as how the factors of supply and demand affect individual companies and industries. I also learned of specific industries such as the energy industry and medical industry and how economic a role plays in the efficiency and effectiveness of these industries,” he states on his LinkedIn page.   (Last Updated 7/1/17)

Francesca CaselliFrancesca Caselli

Francesca Caselli, who graduated in 2012 with a BA in Economics, is an accounting assistant at Crosslink Capital in the San Francisco Bay Area. She began working for Koehler and Associates in San Jose, California, as an administrative assistant while still at Chico State. After graduation she accepted her current position where she assists the finance team and reports to the CFO and controller. She also allocates profits to investors and maintains databases for portfolio companies as well as investors.

“My job requires a lot of database tracking and researching yearly behavior of our investment funds” Francesca stated in a recent email. “Day to day is always changing and my job position continues to grow.” Francesca uses the analytic skills she learned at Chico State every day when she analyzes data and writes reports for Crosslink Capital.

Justin ChappellJustin Chappell

Justin Chappell, who graduated with a BA in Economics in 1999, is a branch manager at Paramount Partners Group in Eldorado Hills, California.  “I use economics every day as I coach myself and my sales team to be effective and efficient with their time,” he stated in a recent email.  “We have done the work to identify our goals and priorities and do those activities that knock out those in the morning. I also manage a profit and Loss ledger for my branch which is heavily economics based.”  

Matthew Chie

Matthew Chie, who graduated in 2011 with a BA in Economics and a BS in Business Administration with an option in Finance, is an associate at BTIG, LLC in San Francisco. He was a member of the Econ Club, the Finance Club, and the Men’s Rugby team at Chico State. During the summer between his sophomore and junior year Matthew interned with Rayner and Haynor Investment. Counselors and completed a training course at Bloomberg in San Francisco, California. Between his junior and senior year he interned with Global Hunter Securities. Matthew also found time to work as a tutor and grader in the Economics Department at Chico State from 2008 – 2011.

After graduation Matthew worked as an investment associate for Advanced Equities Inc. for almost a year until he took a position as operations specialist for capital markets with Stifel Financial Corporation. In 2014 Matthew joined BTIG where is he is currently working.

Dharminder Chima

Dharminder Chima, who graduated with a BA in Economics in 2000, is finance manager at Graphic Packaging International in Yuba City, California.  During his senior year at Chico State, Dharminder began working for Campbell Soup Company in Sacramento California and was promoted to manager of agricultural accounting.  In 2011 Dharminder moved on to Olam International in Williams, California, as directory of finance.  He joined Graphic Packaging International as finance manager in 2015.  (Last Updated 10/5/17)

Michael CioccaMichael Ciocca

Michael Ciocca graduated in 2013. He is an operations specialist for Financial Telesis Inc. (Benjamin W. Wong and Associates). He is learning more about the securities industry, working with his firm's Investment Service Team to assist clients with any questions they may have as well as providing them with financial advice. He is currently working toward acquiring his Series 7 Licensing in order to advance his career in financial planning.

"I use economic thought and problem solving regularly in my position. I am constantly using techniques that I learned in economics to perform everyday tasks. I look at pricing statistics, financial growth models and many other things that all relate to what we are taught as economics majors."

"I would say the most important thing that I learned in Economics came from Michael Perelman and Anita Chaundry who taught us how to think on our own. They always taught us that the most important way to learn is to question everything. Do not settle for what someone tells you even if it is someone who you believe is smarter than you. Do your research and produce your own answer. For the 2014 grads I want to let you know that if you work hard and stay open minded you will find a job. I remember being very afraid coming out of school last year as a fresh grad. But if you follow your intuition and face your fears you will guide yourself to a career that you will enjoy. Give yourself a pat on the back this is a great time in your life, enjoy it!"

Brian CorleyBrian Corley

Brian Corley, who graduated with a BA in Economics and a Minor in Political Science in 1995, is a Senior Managing Director and Portfolio Manager at First Republic Bank’s Private Wealth Management Group in San Francisco, California. In 1998 Brian accepted a position as Principal and Portfolio Manager with Golden Triangle Securities and in 1999 while still working for Golden Triangle Brian entered Golden Gate University (GGU). He completed his Masters of Science in Finance as well as obtained his Graduate Certificate in Financial Planning at GGU in 2002 and left Golden Triangle to become a Private Client Advisor for Wells Fargo’s Private Banking Group. In 2004 Brian completed the Certified Investment Management Program (CIMA) through UC Berkeley and shortly thereafter became an Accredited Investment Fiduciary (AIF). In 2008 Brian founded Astera Financial Group and served as its Chief Investment Officer until 2012 when First Republic purchased his firm. He and his entire Astera team continue to operate as a Private Wealth Management team at First Republic in San Francisco.

“Economics helped form the foundation for much of my future education around Finance and Capital Markets,” Brian stated in a recent email. “Academic finance tends to focus on numbers and formulas while Economics tends to focus more on human behavior and the ongoing challenges in trying to balance human emotions making within the context of financial decisions and trade-offs. After leaving the academic world and entering the real life world of advising human beings on financial decisions you realize that very few decisions are made solely on the numbers and formulas and are far more often dictated by peoples’ past experiences and emotions. Economics provided me with a tremendous foundation and understanding of people and markets on which I was able to then specialize my education and training beyond my undergraduate degree in order to prepare for the specific career I was focused on.”

david descalsoDavid Descalso

David Descalso, who graduated in 2011 with a BA in Economics in 2011, is a senior mutual fund specialist at Principal Financial Group in Sacramento, California.  During the summer after his freshman year David sold merchandise to River Cat fans at Raley Field in Sacramento, California, and he helped support himself working as a cashier at Butte Station for Associated Students during his last 3 years at Chico State.  During the summer between his junior and senior year David interned with Stifel Nicolaus.  David also found time to serve as public relations director in 2009 and as president in 2010 of the CSU Finance Club.

During the summer after graduation David worked as a management trainee for Enterprise Holdings in Sacramento, California.   At the end of summer he took a job as an associate at Franklin Templeton Investments at Rancho Cordova, California.  After 2 years with Templeton David moved on to Newport Group as an operations specialist before accepting his present position as senior mutual fund specialist with Principal Financial Group.   (Last Updated 1/17/17)

Grant DechertGrant Dechert

Grant Dechert, who completed his BA in Economics with an Option in International Economics and his BS in Finance in 2015, is an analyst at BlackRock. He spent the summer as an intern at BlackRock and joined BlackRock full-time upon his graduation. He now works as an analyst in BlackRock's Exchange Traded Fund business (iShares).
While a student at Chico State Grant spent the summer of 2013 as an analyst for Franklin Templeton Investments, concentrating on strategic project management in Rancho Cordova. In the summer of 2014 he interned for Franklin Templeton in New York City, where he worked on a large capitalization equity portfolio management desk. He also worked as a philosophy T.A. at Chico State during the spring semester of 2012.

"Economics builds a strong framework for piecing together how big events impact the smaller ones and identifying trends” Grant stated in a recent email. “Connecting these dots is invaluable in any industry you wish to pursue a career in."  (Last Updated 12/9/18)

Sam DreyfussSam Dreyfuss

Sam Dreyfuss , who graduated in 2010, took a client services position with a small wealth management firm specializing in high net worth individuals located within San Francisco. After working in wealth management for a year, Sam received a fixed income analyst job offer with PFM Asset Management , who specialized fixed income portfolio management for government and institutional clients. His jobs included structuring fixed income portfolios, explaining trading strategies, credit analysis, investment performance analysis, cash flow modeling, and economic research and reporting. After two years with PFM Asset Management, Sam moved to BlackRock as an analyst within the Securities Lending division. He works alongside fixed income traders on the U.S. Treasuries and Federal Agencies desk and is responsible for monitoring loan collateral exposure levels within the U.S. markets. He developed and engineered the reporting and analytics platform for BlackRock’s Securities Lending division. Sam was recently promoted to Portfolio Manager at BlackRock.

In a recent email Sam said that “Studying Economics at Chico State has helped me to think in a more creative and abstract way, which is a crucial problem solving skill."

Mark DunhamMark Dunham

Mark Dunham, who graduated with Honors in 2008 with a BA in Economics, is assistant portfolio manager with BNP Paribas Group in Boston, Massachusetts.  While an undergraduate Mark played rugby for 4 years and he found time to lead the Economics Club.  As president of the student organization Mark initiated a contest among student members and the economics faculty to maximize returns in a hypothetical stock investment portfolio. After graduating from Chico, Mark enrolled in Brandeis University’s International Business School where he interned with Fortis Investments (which subsequently merged with BNP Paribas in 2010) with the High Yield bond team. Mark received his Master’s from Brandeis in International Economics and Finance in 2010 and began his career with BNP Paribas in their associate rotational program. He rotated through bond and equity teams in New York, Hong Kong, Amsterdam and Paris, before joining the Convertible Bond team in London. In 2015 he transitioned from a bond analyst to an assistant portfolio manager role with the equities team in Boston, where he currently resides.  (Last Updated 9/28/17)

Potrait of Christopher EstradaChristopher Estrada

Christopher Estrada, who graduated with a BA in Economics and a BS in Finance in 2016, is a financial advisor with Merrill Lynch in Walnut Creek, California. While a sophomore at Chico State Christopher began an internship with MassMutual Financial Group in Chico, helping clients develop financial plans for almost one and one-half years. During his senior year he interned with Edward Jones in Santa Barbara, California, and the company promoted him to branch office administrator.  After graduation Christopher took a job as financial advisor with Foresters Financial Services in Walnut Creek, California.  He has worked for Merrill Lynch in Chico since he graduated.  (Last Updated 1/23/18)

Junichi FukudaJunichi Fukuda

Junichi Fukuda, who graduated in 2007 with a BA in Economics and Applied Mathematics and the Wall St. Journal Achievement Award, is director at Daiwa Securities, in Tokyo, Japan.  After graduation Junichi went to work for Daiwa Capital Markets as a risk manager.  In 2013 Junichi moved into the management accounting team in the finance department.  In 2016 he was promoted to director of Daiwa Securities. 

“The knowledge of economics helps me to understand the dynamics of financial markets, “Junichi stated in a recent email.  (Last Updated 8/30/18)

Brad Gates

Brad Gates, who graduated with a BA in Economics in 2008, is a benefits consultant with Kaufmann and Goble, in San Jose, California.  After graduation Brad accepted a position with Kaufmann and Goble where he is a “benefit consultant for multiemployer labor unions,” according to his LinkedIn page.  As a consultant Brand analyzes financial benefit plans and industry trends to project future cost.  (Last Updated 12/10/17)

Simon Hase PortraitSimon Hase

Simon Hase, who graduated from Chico State in 2006 with a BA in Economics (International Economics) and a BS in Business Administration (Financial Management), founded and manages his own accounting firm, Kaufmann Advisors, in San Francisco, California.  After graduation, he moved to San Francisco, just as the housing crises was beginning to hit the financial industry and affect the entire economy.  Although it was tough time, Simon was able to find continuous work in the accounting and bookkeeping fields, eventually working full-time for a small business consulting firm. He decided that helping business owners would be his new career field and so he enrolled in online courses at Foothill College in order to fulfill the accounting requirements of the Certified Public Accountant (CPA) license.

In 2013, Simon started his own accounting and tax firm, Kaufmann Advisors. Since then, Simon has built up a team of bookkeepers and accountants to help business owners manage their finances, have more control and insight in their business and be more strategic about the taxes that they pay 

Additionally, through a partnership with the Small Business Administration, he has given lectures and workshops across the country to hundreds of business owners on the topics of small business accounting and taxes as well as using QuickBooks to organize their financial data.

Simon believes that his life experiences at Chico State allow him to relate to business owners and entrepreneurs that he works with on a daily basis. He also feels that his degree in economics has helped him continue to understand how the world works and how national policy interacts with business, trade, foreign exchange and international relationships. Simon is able to bring this insight to his business clients, which also gives him an edge over other accountants. 

Not always an accountant, before college, Simon served in the US Army as a linguist and attended the prestigious Defense Language Institute in Monterey, CA. He speaks six languages and enjoys reading, traveling and creating new experiences. (Last Updated 7/13/17)

Shawn HightShawn Hight

Shawn Hight, who graduated in 2012 with a BA in Economics and a BS in Finance, is an associate financial advisor and client service manager for Ameriprise Financial Services, Inc. in Los Angeles, California.  After graduation Shawn worked for Sabal Financial Group LP until 2015 when he began working as is an investment operations associate for Northwestern Mutual where he was in charge of all mutual fund trading for more than 120 financial advisors. In that role Shawn analyzed the holdings and worked with the advisors to come up with solutions for maximization of returns for individual portfolios. He managed communications and executed all mutual fund trades for their financial advisors. Shawn was also in charge of all money movements including federal wires, check disbursements, and IRA Distributions, both incoming and outgoing. Shawn also worked with team of three to hire new applicants to fill various roles in the investment and insurance departments.

In 2016 after almost a year with Northwestern, Shawn accepted a position as associate advisor and associate director of financial planning and operations with Haydel, Biel and Associates in Pasadena, California.  Since the beginning of 2017 Shawn has worked as associate advisor and client service manager for Ameriprise Financial Services.  In addition to advising clients about their financial decisions, Shawn is in charge of trading in equities, fixed income, and other financial assets for Haydel, Biel and Associates.  He also assists with marketing for the financial firm.

“My economics degree has helped me in critical thinking, team work and working under pressure,” according to his recent email. “When dealing with complex questions I learned to think through the questions and come up with well thought out explanations. In collaborating with my team at Chico I learned to communicate and work with others to develop answers that the entire group can stand behind. And when I encounter stressful situations I use the skills I gained from cramming for finals and working through research papers.”   (Last Revised 8/6/17)  

Michael HodgkinsonMichael Hodgkinson

Michael Hodgkinson, who graduated with a BA in Economics in 2011, is a financial analyst with the Grosvenor Group in San Francisco. During the summer before he graduated, he was an intern with Kinsell, Newcomb and DeDios Inc in San Diego, California, where he analyzed financial statements, projected discounted cash flows, and performed due diligence for public private partner deals. During the fall semester of his senior year, Michael interned for Stifel Nicolaus in Chico. In this internship Michael helped the firm’s clients, developed a media advertising campaign, and outlined a mock proposal for a hostile takeover bid.

After graduation Michael accepted a position as an engineering analyst for Gas Transmission Systems. In less than a year he moved on to a position as a business analyst with Gas Transmission Systems. After almost 4 years he accepted his current position with Grosvenor Group. While at Grosvenor (a REIT), Michael developed underlying debt and equity assumptions for Grosvenor’s North American portfolio and providing investment recommendations to the company’s investment committee. Throughout his career, Michael has applied his economics framework to each of the positions he has held.

“Studying economics helped me develop a habit of careful, analytical thought— always considering opportunity costs of each decision being made,” Michael stated in a recent email. “This has benefite me in both my personal and professional endeavors, and aided me in strategically mapping out how a given decision may have greater implications within a business context."

Scott JensenScott Jansen

Scott Jansen, who graduated with a BA in Economics in 2000, is an advisor and consultant at Franklin Templeton Investments in Sacramento, California.  After graduation Scott worked as sales manager at Folsom Lake Chrysler from2003 to 2007.  In 2015 he completed his Certified Financial Planner license in Finance and Financial Management Services at the University of California, Davis.  He has worked for Franklin Templeton since 2009.

Javier JimenezJavier Jimenez

Javier Jimenez, who graduated with a BA in Economics in 1994, is founder and president of Firmo Investment Consulting Services and CEO at Animal Funds LLC in Los Angeles, California.  After graduation Javier worked as a research and administrative assistant, distributing and sorting information for TCW Group in Los Angeles.  A year later Javier moved on to Morgan Stanley as financial advisor where he worked another year. 

In late 1998 Javier accepted a position as vice president of investments for Wedbush Morgan Securities where he remained for 10 years.  During that decade Javier “served as moderator and panelist for “The Los Angeles Times Investment Strategies Conference” with America’s top money managers, stock pickers, and financial planners,” according to his LinkedIn page, and he was also, “frequently interviewed as guest investment expert on Bloomberg Radio, Univision, KABC-LA, Voice of America, and Telemundo.”  In 2009 Javier left Wedbush to found Firmo Investment Consulting services and to serve as its president. In 2010 Javier became vice president of sales and client relations engaging in global economic research for Behavioral Economics, Inc. where he remained for one year.  Since early 2016 Javier has been CEO of Animal Funds LLC and he continues his duties as president of Firmo. 

"My Econ degree has help me to better understand cost benefit analysis of which I use in making major business decisions," Javier stated in a recent email.  "Econometrics, a course I took while at Chico State helped me to better understand risk analysis in portfolio management. A new standard that has developed in the wealth management industry over that last decade. Great econ department! Great people!"  (Last Updated 11/11/16)

joseph kearnsJoseph Kearns

Joseph Kearns, who graduated with a BA and Honors in Economics in 2017, is a claims professional with Berkshire Hathaway in San Francisco, California.  Before enrolling at Chico State Joseph earned an Associate of Arts (AA) degree in Humanities at Santa Rosa Junior College in 2014.  He partially supported himself working as a maintenance technician at McLeas Tire and Automotive Centers in Cotati, California from 2010 to 2012 and as an automotive technician at Firestone Complete Auto Care in Santa Rosa from 2012 to 2014. 

Joseph studied economics at Butte College 2014-2015, and worked as a retail sales associate for AutoZone in Chico.   He enrolled at Chico State in the spring of 2016. During the summer of 2016 Joseph again worked as an automotive technician for Firestone Complete Auto Care in Santa Rosa.  When he returned to Chico State in the Fall of 2016, Joseph worked as a grader in the Economics Department. In the spring of 2017 he worked as a tutor in the Economics Department.  Joseph has been working for Berkshire Hathaway since July 2017.  In May 2017 Joseph spoke on "Estimating the Recreational Value of Lake Davis: An Application of the Travel Cost Method" at the Honors Presentation. (Last Updated 9/22/17)

David KingDavid King

David king, who graduated in 2013 with a BA in Economics and minors in Chemistry and Food Nutrition, is a social enterprise (SE) investment manager with Peace and Equity Inc. in Quezon City, Philippines. “The SE investment manager evaluates potential investment in registered for profit entities that have high social impact while generating moderate to high financial returns,” David stated in a recent Facebook message. “He or she will evaluate enterprises in terms of their potential effect and acceptance in the market place, measure potential hazards or risks involved, perform financial analyses and finalize a deal once an investment proposal is approved.” (Last Updated 1/31/17)

Thomas LoganThomas Logan

Thomas Logan graduated in 2012 with majors in economics (honors) and finance and minors in mathematics and accounting. Since February 2013 he has been working in San Francisco, California, as an analyst on the institutional sales team that supports J.P. Morgan’s business development and capital raising efforts. His team works with clients, corporations, unions, and state and local governments, to raise capital for a variety public and private investments across equity, fixed income, and real estate markets around the world. More specifically, he is responsible for answering client inquiries and developing customized presentations based on client concerns, investment outlook and financial market conditions. Client responses and presentations cover a range of portfolio management topics, but broadly focus on asset allocation, investment strategies, macroeconomics and financial economics.

Andrew MacNeilAndrew MacNeil

Andrew MacNeil, who completed his BA in Economics in 2008, works in investment management for Goldman Sachs in Salt Lake City, Utah. Andrew received his MA in International Security Studies from the University of Arizona in 2016. He expects to complete is MBA online at the UCLA Anderson School of Management in 2019.

Before entering Chico State in 2003 Andrew joined the U.S. Army. While at Chico State from 2004 – 2008 Andrew was in the Army reserve. After graduation at Chico he was promoted to Captain, Detachment Commander, in the Special Forces of the Army where he served for 4 years before joining Goldman Sachs.

Candido MedinasCandido Medinas

Candido Medinas, who graduated with a BS in Finance and a minor in Economics in 2015, is a financial analyst for the State Compensation Insurance Fund in San Francisco, California.  In this position Candido monitors monthly and annual forecasted budget variances, performs net present value analysis for potential projects, and maintains financial models.

During the summer before his senior year Candido was a financial applications intern for Pacific Gas and Electric Company.  As an intern he contributed to SAP accounts and reports, assisted in report verification, balanced financial data in SAP, and assisted with financial forecasts.

While a junior at Chico State Candido completed an internship with MassMutual Financial Group in Chico.  This gave him the opportunity to analyze various insurance plans, learn the business model of the insurance industry, and research ideas for advertising the company’s services.  Candido supported himself as a home health aide before and during his time at Chico State.

 “The degree in Economics is a requirement for my career in Corporate Finance specifically FP&A, because it proves you have the ability to comprehend financial data that support theories. While studying Economics you will learn about the economies business cycle and Fiscal/Monetary policies used to promote stable growth. The readings, graphs, and quantitative data will broaden your views, while improving your researching and problem solving skills,” Candido stated in a recent email. 

Matthew OliverMatthew Oliver

Matthew Oliver, who graduated with a BA in Economics in 2015, is working for JP Morgan Chase as a private client banker in San Francisco, California.

He completed his Series 6, Series 63, and Health Insurance License while a senior at Chico State. Matthew also interned during his last semester at Chico State for Northwestern Mutual in Chico as a financial representative. After graduation he accepted a position as financial representative for Foresters Financial Services in Walnut Creek, California. In January 2016 Matthew moved on to JP Morgan Chase where he is currently working.

wayne olsonWayne Olson

Wayne Olson, who graduated with a BA in Economics and Honors in 2001 is vice president at JP Morgan Chase in Boston, Massachusetts.  Wayne completed is AA degree while on the Dean’s List at Diablo Valley College in 1999 before entering Chico State.  After graduating at Chico State he took a job as supervisor of portfolio accounting at State Street in Sacramento.  After almost 5 years with State Street Wayne moved on to Citi Fund Services as manager of portfolio accounting in Columbus, Ohio where he worked for a little over a year.  In 2007 he moved to Citi Hedge Fund Services in Boston to be AVP for Citi Hedge Funds where he worked until 2014 when he became vice president of J P Morgan Chase in Boston where he is currently employed.   (Last Updated 10/1/17)   

David Pangan David Pangan

David Pangan, who graduated in 2013, is a business development manager for Citco, a financial administration company with 80 offices in 41 countries.   He travels around the Asia Pacific (APAC) region to acquire new clients, create business networks for clients, and  to expand Citco’s business partner network of law, consulting and accounting firms.  David also is in charge of Citco’s  sales and marketing strategy in the Philippines, and he sourced and originate deals for Citco clients who are interested in the APAC region but do not have a presence there.

“The CSU Chico School of Economics gave me both a macro and micro perspective of the market place that allows me to understand global, regional and country specific trends,” David stated in a recent email.  “This is especially helpful in the deal sourcing aspect of my work but also, in understanding hot money and FDI flows. I think more than anything, being proud to be educated in the CSU Chico and being instructed by professors  like Perelman and the rest of the faculty, it has given me the confidence to work in the US, Africa and now APAC, being confident in my academic foundation and my capacity to learn and understand.”

Dara Philips JohnsonDara Philips Johnson

Dara Philips Johnson, who graduated as the most outstanding environmental student with a BA in Economics in 2008, is credit analyst at Oak Valley Community Bank in Modesto, California.  She earned her Associate of Science in Business Administration, Management and Operations at Columbia College in Sonora, California, before enrolling at Chico State.  After graduation Dara began working for Foster Farms as a supply chain trainee and she was soon promoted to purchasing buyer.  While working for Foster Farms Dara enrolled at  Northcentral University where she earned her MBA in 2011.  (Last Updated 8/26/18) 

Raymond Schachle

Raymond Schachle, who graduated with a BA in Economics in 1992, came to Chico from Ramstein, Germany, where he was a program manager with the US Air Force. After graduation Raymond took a position as a senior consultant for IRI where he “provided marketing mix modeling and analytic consulting services to major consumer packaged goods companies.” During his time at IRI he took graduate classes in economics at San Francisco State. In 1996 Raymond finished his MA in Economics and he joined Bank of America as vice president and product manager for consumer deposits in an effort to help B of A to increase its profits. In 1999 he left B of A to join Wells Fargo where he served as vice-president for 6 years. Raymond was general manager for Yodlee, a consultant for Wells Fargo, and Director of Global Processing for Visa before accepting his current position as director of eCommerce solutions for First Data. Raymond specializes in online product management, ecommerce, process mapping and operations, payment gateways, and other computer-related banking operations.

In a recent email, Raymond stated that “studying economics developed the analytic skills that I use every day, allowing me to tell stories with data and map out possible outcomes.”

Ben SchusterBenjamin Schuster

Benjamin Schuster, who graduated in 2016 with a BA in Economics and a BS in Business Administration with an option in finance, is a Capital Markets Analyst at BlackRock in their iShares division in San Francisco, California. While a student at Chico State Benjamin was a member of the Investors Club where he finished in the top 20 percentile while competing against students in 500 other colleges.  He was investment director of the Finance Club during his last 2 years at Chico State.

Starting his sophomore year Benjamin was a volunteer with the Butte Humane Society where he helped supervise and rehabilitate animals and host events to increase awareness of the organization’s efforts.

Benjamin interned as a financial analyst with Stifel Financial Corporation in Chico during his junior year.  In the summer between his junior and his senior year he interned with State Street as a mutual fund accountant.  During the fall semester of his senior year he was a research analyst for the Ministry of Foreign Affairs of the Czech Republic.

He credits his Economic and Finance professors for his success and curiosity for financial markets and global macroeconomic trends. "I continue to lean and build off the analytical and macroeconomic fundamentals I learned during my time as an Econ undergraduate to help me excel in my current role," Benjamin stated in a recent email.

Tracey StangaTracey Stanga

Tracey Stanga , who graduated with a BA in Economics in 2008, is vice president and financial consultant at Charles Schwab in Los Gatos, California. After graduation she worked as sales associate for Nordstrom before beginning her career in finance with a position as a branch bank manager for Wells Fargo in 2009. In 2013 she moved on the Charles Schwab where she is currently working.

Tracey uses her the economics that she learned at Chico State every day when she consults with clients about their financial portfolios.

Louk StephensLouk Stephens

Louk Stephens, who graduated with a BA in Economics in 1997, is vice president of Fisher Investments Institutional Group in San Francisco, California. He is responsible for sales and marketing to financial institutions in the U.S.. Prior to joining Fisher, Louk spent over two years with Franklin Templeton Investments in the Retirement Plan Services and Sales groups.

After graduation from Chico State Louk accepted a position with Franklin Templeton Investments in San Mateo where he helped clients with retirement planning. He moved 2 years later to Fisher Investments where he worked in client services and sales management. Seven years later Fischer promoted Louk to head of institutional sales and after another 7 years Fisher promoted Louk to vice president in 2013.

Scott StewartScott Stewart

Scott Stewart, who graduated with a BA in Economics in 2009, is a para-planner at Insight Wealth Strategies in San Ramon, California.  “Scott began working in the financial services industry in 2011, according to his LinkedIn page. “During that time he worked as a trader for Assetmark, Inc (formerly Genworth Financial Wealth Management), one of the largest turnkey asset management companies before joining the Insight Wealth Strategies team in January of 2015. His role as Para Planner has him assisting in the research and building of portfolios, creating financial plans and implementation of our strategies to deliver unparalleled service to our clients.”

“In my current role I am constantly evaluating the opportunity cost between various products and strategies, especially working with clients of certain industries,” Scott stated in a recent email.  “It is incredibly important to understand how supply and demand can impact not only their investments but their entire industry; and then be able to present that back to the client in a clear, coherent and sensible way.”

Randall Stone

Randall Stone, who graduated in 1998 with a BA in Economics and a BS in Finance, owns and operates Randall Stone Financial Planning in Chico.  He is also a member of the Chico City Council and the Assessment Appeals Board of Butte County.  Randall has been an adjunct professor of finance at Chico State since 2017/  He earned his MPA in Public Administration with Distinction in 2010. 

In 2004 Randall opened his own financial firm, Randall Stone Financial Planning and Real Estate in Chico.  While working in real estate and finance, he became interested in developing affordable housing throughout California. “As an affordable housing developer, I was responsible for managing development, financing, and entitlement processes for his affordable housing projects and for administering proposed relocation plans, coordinating with social services groups for the developments, and functioning as the primary bookkeeper and financial manager of each development,” Randall stated in describing his duties.

Randall won a seat on the Chico City Council in 2012. The Chico City Council consists of seven elected officials who serve staggered four-year terms. The Mayor and Vice Mayor are voted by the other Council members, and serve two-year terms. The City Council is the legislative body for the City of Chico, implementing policy and procedures, municipal laws, committee appointments, budget review, and community non-profit grant funding to name a few of the responsibilities. The City Manager and City Attorney report directly to the City Council. The City Council meets twice a month, and the agenda is approved by the Mayor.  (Last Updated 9/25/18)

nicholas suttonNicholas Sutton

Nicholas Sutton, who graduated with a BA in Economics in 2002, is an enrolled agent at Sutton Financial and a financial adviser at Cetera Financial Specialists LLC in Daily City, California.  After graduation in 2003 he began working for Sutton Financial assisting clients with financial and tax planning.  In 2006 Nicholas began selling financial securities through Cetera Financial group.

“We use economics daily in our business, having to quickly and simply explain tax laws, tax policy and the government’s purpose of the law,” Nicholas said in a recent email.  “For example, we explain the impact of a reduction in mortgage interest deductions on the incentive for taxpayer to purchase homes and the resulting reduction in tax revenue.  We are in constant economic discussions to help explain to clients our long-term investment allocations. For example, with an aging population and the government’s increasing involvement in health care, we will allocate more to the health sector stocks to increase returns.  To help lower the risk and volatility we are reviewing interest rates and how we hold various types of bonds such as US vs Global, government vs corporate, and short-term vs long term.  (Last Updated 10/11/17)

David Nicolau Suckau David Nicolau Suckau

David Nicolau Suckau, who graduated with a BA in Economics in 2002, is a financial analyst at Orin Green Financial in San Diego, California.  While a student at Chico State, David was lead computer assistant during his last 2 and one-half years.  After graduation David worked as funder and consumer loan officer for HSBC Auto Finance.  After 2 years he moved on to Union Bank of California as mutual fund processor where he worked for almost half a year until 2008 until he accepted a job as relationship manager for TD Ameritrade Institutional.  More than 6 years later David moved on to Pure Financial Advisors as a portfolio analyst in San Diego, California.  David completed the Chartered Financial Analyst CFA program and became a CFA charter holder in 2015. 
In 2016 David accepted a position as a financial analyst with Orin Green where he currently works. 

“I work in finance now so my econ degree gives me a broad perspective from which to draw upon. I've found that my knowledge of macroeconomics, international trade and econometrics were particularly helpful” David stated in a recent email.   (Last Updated 12/18/17)

Ryan TaleghaniRyan Taleghani

Ryan Taleghani , who graduated with a BA in Economics in 2015, is a client associate at Merrill Lynch in San Mateo, California. After graduation he signed on with Merrill Lynch as a global wealth management intern, and in 2016 he moved up to his current position as client associate.

While at Chico State Ryan worked as an intern for Tri Counties Bank where he collected and analyzed data that he included in a final report that he submitted to the bank. Ryan also served as an intern to the Oroville Economic Development Corporation where he worked with members to research issues related to zoning.

“Econ has helped me understand the way that the market works and gave me a different outlook on how to review financial statements whether it's for a business or for individuals, Ryan stated in a recent email. “I can now forecast and manipulate specific variables to see the outcome of a situation before it happens. This is what led me to a wealth management career.”

Tom TracyTom Tracy

Tom Tracy, who graduated in 1983, is the Chief Operating Officer at Aspiriant in charge of client service, offering and maintaining the highest level of innovation and expertise possible. Tom was the first, post-founding professional employee of Kochis Fitz, the predecessor firm to Aspiriant, in 1992 and he became a principal of the firm in 1995. He has provided comprehensive personal financial and investment planning services to hundreds of professionals, senior corporate executives, business owners and other high net worth individuals. Tom has been recognized as one of the country's best financial advisors byWorth Magazine and in 2009 was ranked as one of the top 100 Independent Advisors in the nation by Barron’s.
Tom began his financial planning career in 1989 as a member of the Executive Financial Counseling group at Deloitte & Touche, where he actively assisted in the development and delivery of comprehensive financial plans for clients. At Deloitte, he also worked in the tax department, acquiring broad experience and expertise with individual income tax issues and planning. He is an active member of the Financial Planning Association, currently serving on the San Francisco chapter's program committee. In past years, he taught investments and other classes in the Personal Financial Planning Program at University of California-Berkeley. Tom has spoken to numerous professional organizations about investment and tax topics and has coauthored material published by CCH, including the book, Wealth Management, A Concise Guide to Financial Planning and Investment Management for Wealthy Client. He has also served as a guest columnist for
Tom earned a BS degree in Economics from Chico State and an MBA (Distinguished Student Award) in Finance from San Francisco State University. He successfully completed the Certified Public Accountant (CPA) examination in 1993 and received his Chartered Financial Analyst credential in 1995.
“Economics was a big help to my career because it provided a framework for making financial decisions that I use every day,” Tom stated in a recent email.  “It also helps me speak confidently on economic issues that pertain to investments and financial planning and that has made a big difference in my one-on-one interactions with clients.” 

Tom TracyJeff Tucker

Jeff Tucker graduated Cum Laude with a BA in Economics and a BS in Business Administration with a concentration in Finance in 2008.  He is finance manager at Lockheed Martin in Denver, Colorado.  After graduation from Chico State Jeff worked for Fisher Investments as an account operations associate assisting clients with their investments.  Six months later Jeff moved on to Lockheed Martin as a financial analyst in their leadership development program.  While working in this program in 2012 Jeff entered Santa Clara University’s Leavey School of Business.  While continuing to work for Lockheed Martin he completed his MBA with an emphasis in Finance in 2014.  In early 2015 Lockheed promoted Jeff to finance manager.

"A background in economics has provided me with a framework with which I can approach any business problem," Jack stated in a recent email.   (Last Revised 7/29/17)

Jami WalshJami Walsh

Jami Walsh, who graduated with a BA in Economics in 1991, is a commercial underwriter at Ygrene Energy Fund in Santa Rosa, California.  Before joining Ygrene she was an account executive at JP Morgan Chase.

“It's important in my position to have a working knowledge of economic policies and how they impact the finance industry, drive interest rates as well as cash flows and forecasting, Jami stated in a recent email.  “I use the knowledge I received from my degree daily in my position.”   (Last Updated 1/16/18)

Jacob Weber Jacob Weber

Jacob Weber, who graduated in 2014 with a BA in Economics, is a support advisor for Willow Creek Wealth Management in Sebastopol, California.  Jacob was a member of Sigma Chi and the Economics Club while a student at Chico.  He also worked as a senior customer service representative at the University Box Office for the last 3 years at Chico State.  During his senior year Jacob interned with the Oroville Economic Development Corporation.  After graduation he moved to Austin, Texas to become a trading specialist for Charles Schwab.  One and a half years later, Jacob was promoted to associate financial consultant at Charles Schwab in Campbell, California.  In 2017 he moved on to Willow Creek Wealth Management where he is currently working.  (Last Updated 12/16/17)

Larry WeissLarry Weiss

Larry Weiss, who graduated in 1979 with a BA in Economics, is a certified financial planner in San Francisco, California.  His primary “focus is on using tax advantaged strategies and enhancing investment management,” according to his LinkedIn page.  Larry has been a board member for Aim High, a group that sponsors academic summer programs for middle-school students, since 1999.  He participated in UC Berkeley’s Certificate Program in Financial Planning from 2009 to 2011.  He is a Certified Financial Planner and a Certified Public Accountant.   (Last Updated 7/15/17)

Sean WeverSean Wever

Sean Wever, who  graduated in 2006 with a BA and Honors in economics, is a trader and analyst at Galtere Ltd in St. Thomas, Virgin Islands.  While a student at Chico State, Sean was a member of Omicron Delta Epsilon, the Golden Key Society and the Chico State Economics Club[WU1] 

After graduation Sean enrolled in graduate school the University of Wyoming. In 2009 he completed dual masters in Economics and Finance and moved to the Virgin Islands where he tended bar for one year before beginning his career in finance. 

In 2011 he began working for Bullseye Central, LLC, a proprietary trading firm that specializes in high frequency algorithmic trading.  In February of 2013 he was offered a job as Director of Sales for Green Key Markets (GKM). He accepted the offer and split his time between offices in Chicago and Puerto Rico where he worked as the Principal for GKM, an introducing broker (IB) of cleared swaps and blocks in the over-the-counter (OTC) commodities space. GKM is involved in the biofuels space with the primary focus being the Chicago (Platts settled) ethanol contract. Sean also wrote a weekly ethanol newsletter for his customers. 

In 2014 Sean accepted a position as trader and analyst for Galtere Ltd. Where he currently works.  (Last Updated 8/12/18)

Patrick WinchellPatrick Winchell

Patrick Winchell, who graduated with a BA in Economics in 1995, is area manager at New American Funding in Reno, Nevada.  Patrick got into the mortgage business in 2003 when he accepted a position as loan office with National City Mortgage in Reno in 2003. About 3 years later he moved on to First Horizon Home Loans as loan officer in Reno. In 2009 Patrick accepted a position as senior mortgage loan officer with Prospect Mortgage in Reno.  In 2010 he became a mortgage consultant with Movement Mortgage in Reno.  In 2016 Patrick moved on to New American Funding where he is currently working.  (Last Updated 11/25/17)