Program Website

If the constant change of today's economy gets your adrenaline pumping, then finance may be the right major for you. Finance courses prepare students for a wide variety of careers in the field, including portfolio management, financial analysis, and financial services like brokerage and banking.

We also prepare students for further graduate training such as master's and doctoral programs, as well as professional designations such as the Series 7 and 63 licenses and Chartered Financial Analyst (C.F.A.) and Certified Financial Planner (C.F.P.) designations.

Faculty

The faculty of the Finance Department takes pride in a mentoring approach to education. We work with our students as advisors, teachers, and career counselors. We strive to deliver a quality educational experience, as well as help students succeed in their careers.

Faculty members and their interests include:

• Jennifer Foo, Ph.D., Northeastern University; international banking, finance - particularly in developing countries
• Kwan-chen Ma, Ph.D, University of Illinois; Chartered Financial Analyst; investing, financial market behavior, Director of George Investments Institute
• James E. Mallett, Ph.D, Wayne State University; personal finance, investments.
• Christopher Tobler, Ph.D, University of Arkansas; corporate finance, investing, mergers and acquisitions
• Matthew Crook, Ph.D, visiting professor; investment strategies, financial management, business finance
• Mark Del Pezzo, CFA, Instructor, MBA, Jacksonville University, FL; investment management; strategic and tactical asset allocation

Special Features

The nationally recognized Roland George Investments Program is a two-semester program in portfolio management that is open to select students who manage an actual portfolio valued at about $2.9 million for 2011.

George students are eight-time champions at R.I.S.E. (Redefining Investment Strategy Education), a national student-managed portfolio competition at the University of Dayton, excelling in four different portfolio categories. This is one of the oldest and arguably the best student-managed programs in the United States. Additionally, our students placed first in the 2011 CFA Global Investment Research Challenge for the state of Florida as well as first place champions in Fixed Income ad GAME (Global and Management Education Forum) at Quinnipiac University, Hamden, CT. Graduates have gone on to success as financial analysts and money managers, as well as further graduate training in finance, economics, mathematical finance, and law.

Course Information

In addition to the standard business core, Finance majors take specialized courses such as Business Finance, Money and Financial Institutions, Investments, Multinational Finance, and Corporate Financial Management. The major also requires three elective courses from a selection of Personal Finance, Multinational Finance, Financial Risk Management (Futures and Options Contracts), Equity Analysis and Portfolio Fixed Income Fund Management, Principles of Insurance and Risk Management and Real Estate Principles.

Internship Opportunities

Students have internship opportunities with brokerage and asset management firms, as well as in financial analysis. Some of the places Stetson students have interned include Merrill Lynch, Morgan Stanley Smith Barney, KCM Asset Management, Brown and Brown and Siemens Corporation.

Career Opportunities

Finance students have gone on to successful careers in brokerage and financial services, financial analysis, and asset management with Merrill Lynch, Morgan Stanley Smith Barney, Kennedy Capital Management, Waterstreet Captial Management, Siemens Corporation, Raymond James & Associates, Knights of London, Raytheon Corp., Delta Airlines Corporate Finance, University of Florida Law School, and Stetson Law School.

Scholarships and Financial Aid

• Roland George Merit Scholars
• Florida Banker's Educational Foundation Scholarship Loan Program

Department Awards

• Business School Foundation Award in Finance
• Roland George Merit Scholars
• Harry and Marie Dawson Award in Finance for female students
• Financial Executive Institute (FEI) Awards

Contact:
Jennifer Foo
386-822-7424
jfoo@stetson.edu

Full Time Faculty: 6

Degrees Offered:

• Bachelor of Business Administration

Our Students Intern at:

• KCM Asset Management
• Merrill Lynch
• Morgan Stanley
• Siemens Corporation