The New York Society of Security Analysts (NYSSA) is pleased to announce the winners of the December 2013 CFA® Exam Scholarship Program. NYSSA offers up to five scholarships in both the fall and spring to New York–area CFA candidates. Recipients are selected based on experience and/or interest in the investment profession, ethical standards, and commitment to NYSSA and CFA Institute. Scholarship winners receive discounted registration fees and free NYSSA CFA weekly review.
DECEMBER 2013 CFA EXAM SCHOLARSHIP RECIPIENTS
Aleksandra Pacholek, a CFA Level I Candidate, has worked in the finance industry for approximately seven years. She began her career in emerging market project finance and structured finance as an intern at the Overseas Private Investment Corporation. Subsequently, she switched over to the equity side and spent a year in equity research at FBR Capital Markets. Most recently, she spent five years with Commerzbank, a large European bank, focusing primarily on the loan markets in various roles ranging from Credit to Relationship Management. Having spent her career as a product specialist, she recently joined one of her former portfolio companies, where she is director of corporate financial affairs at Genting Americas Inc, a top player in the global Gaming Leisure & Lodging industry. She is now very broadly focused, primarily on capital raising and bank/investor relations. “The depth and breadth of knowledge covered by the CFA is a necessary toolkit, which will enable me to succeed in my current position,” Pacholek said. She graduated with honors from the George Washington University with a Bachelor’s in International Affairs and Economics, and holds a master’s in International Economic and Investment Policy from George Washington University.
Peter Wirthumer studies International Political Economy and Development (IPED) at Fordham University as Fulbright Scholar from Austria. He received his first master’s degree with distinction in Mathematics with Applications in Economics from the Technical University of Vienna, Austria. He has outstanding international experiences, including having lived in France and Uzbekistan. Lately he worked as a Project Management Assistant for the top German financial consulting firm zeb/rolfes.schierenboeck.associates, implementing Basel III regulations for a major Austrian bank. This experience, paired with personal ambitions, motivated Peter to pursue the Charter in order to get a better understanding of financial markets, research and regulations. In the future, he wants to pursue either a career in Management Consulting or International Organizations. Peter joined NYSSA as he regards it as a highly good opportunity not only for networking, but also for personal and professional development.
Maris Krumins graduated with honors from the University of Latvia in Riga where he studied international business. During his studies, Krumins gained international experience by participating in exchange programs in France and the US. Maris started his professional career at Nordea Bank Finland Plc. Upon completion of the Bachelor's program he started to work for the Ministry of Economics where he was responsible for managing European Union Funds. During the summer of 2013, he interned with the Permanent Mission of the Republic of Latvia to the United Nations. In 2012 Krumins was awarded a Fulbright Scholarship and he started his Master’s degree in Economics & Finance at Fordham University. In 2013 he received the Baltic-American Freedom Foundation Scholarship to continue his studies at Fordham University. "I am determined to obtain [the] CFA designation as I believe it can improve my overall knowledge in finance, as well as provide a quality mark on my competencies and expose me to other finance industry professionals," Krumins said.
Kevin C. Oates is a Dealer Relationship Representative at Andrews Federal Credit Union in Wiesbaden, Germany. Kevin holds a Bachelor of Science degree in Business Administration with a concentration in International Business, summa cum laude, from the Sorrell College of Business at Troy University (2012), and is currently pursuing his Master's in Security Analysis and Portfolio Management with Creighton University. Kevin intends to successfully complete the Master’s in Security Analysis and Portfolio Management as well as a Chartered Financial Analyst charter in order to represent the New York Society of Security Analysts as well as CFA Institute in the international investment field. His long term goal is to become a portfolio manager of an equity mutual fund. He wants to achieve the CFA Charter in order to be equipped with the tools necessary to start a successful career in equity research, and furthermore to earn credibility while adhering to the highest standards of integrity, ethics, and professional excellence.