Anyone work in financials?

[jmsremax]

Just wondering if anyone out there works within the realms of finance? I work for an investment management company in boston.

[Pilon]

i work with massmutual in providence

[Scottw]

Held the NASD licenses for 7 years and now work in Corporate finance / debt management.

[mosesbotbol]

I've been a consultant at JH, IBT, Deutsche Bank, Putnam, and MFS.

[jmsremax]

Nice....I am an equity trader and I love it. But I'm starting to lean towards financial planning. I have my 7 and currently studying for the 66. Still on the fence about which designation is right for me.....CFA or CFP. I weighed the pros and cons of both....just don't know if I can get into equity research (very hard to get into at our firm if you aren't from Ivy league schools). At first my goal was to become a portfolio manager, but with my sales experience (real estate agent) I was thinking financial planning and it's a more realistic goal and no matter what I want to be managing money; being successful is a different story


Mosesbotbol,

I used to be an intern at IBT the summer they converted to State St....great place. I loved working in the JH tower.

[mosesbotbol]

Originally Posted by jmsremax

I used to be an intern at IBT the summer they converted to State St....great place. I loved working in the JH tower.

I had already left them to work for JH by then. I am in IT and have worked most in financial then gov't. JH tower is really great. The cafeteria will bleed you dry. Oftly dark in there too, but what girls! I tell my friends they have to meet in there for lunch one day.

I am consulting at BC currently.

[jmsremax]

Originally Posted by mosesbotbol

I had already left them to work for JH by then. I am in IT and have worked most in financial then gov't. JH tower is really great. The cafeteria will bleed you dry. Oftly dark in there too, but what girls! I tell my friends they have to meet in there for lunch one day.

I am consulting at BC currently.

Ya the cafe wasn't that great and way too pricy. I used to bring my lunch down there just to see some of the ladies or just go have lunch on Newbury St in the summer. Luckily for me, my company has a cafe and the prices are cheap and food is good.

That is too funny you are at BC right now. From my place I can see the BC dorms (I live off Lake street).

Originally Posted by jmsremax

That is too funny you are at BC right now. From my place I can see the BC dorms (I live off Lake street).

Just tell me you are not one of those extremely terrible human beings that call them selves the Alton/Brighton Watch or wahtever. The people that spend all day whining about the fact that they have to live near an institution that was there when their grandparents were kids.

Originally Posted by mosesbotbol

I had already left them to work for JH by then. I am in IT and have worked most in financial then gov't. JH tower is really great. The cafeteria will bleed you dry. Oftly dark in there too, but what girls! I tell my friends they have to meet in there for lunch one day.

I am consulting at BC currently.

No freaking way, what are you doing at BC?

<--- BC Alum.

[mosesbotbol]

Originally Posted by DougBushBC

No freaking way, what are you doing at BC?

<--- BC Alum.

Am in IT consultant, working consolidating their Windows images and streamlining how they update and deploy them. It's only around a 2 month contract, but it's walking distance from my house!

There's a slim chance it could go longer or that I could work here part time while I am on my next contract.

Such a beautiful campus. Wish I had gone to school here!

[Scottw]

Originally Posted by jmsremax

Nice....I am an equity trader and I love it. But I'm starting to lean towards financial planning. I have my 7 and currently studying for the 66. Still on the fence about which designation is right for me.....CFA or CFP. I weighed the pros and cons of both....just don't know if I can get into equity research (very hard to get into at our firm if you aren't from Ivy league schools). At first my goal was to become a portfolio manager, but with my sales experience (real estate agent) I was thinking financial planning and it's a more realistic goal and no matter what I want to be managing money; being successful is a different story



Mosesbotbol,

I used to be an intern at IBT the summer they converted to State St....great place. I loved working in the JH tower.

The majority of my career I was in charge of managing and attaining institutional order flow for the ECN I was working with. I loved it.

[mosesbotbol]

The Back Bay actually sucks to eat lunch in. Sure there are many nice places, but few places to get a lunch for $7.

[Pilon]

I have my 7 and 66 and my CRPC (Chartered Retirement Planning Counselor) designation. CFP will be next. CFP is more important if you are going for financial planning. I charge an annual fee for my advice every year to my clients, and I have managed money.

[rizzle]

Present.

[jmsremax]

Originally Posted by rizzle

Present.

Do you happen to work for RJ since you are in St Petes? Everyone I know in or around that area works for RJ.

[rizzle]

No. One of my good buddies trades munis over there though. Know anyone on that desk?

[jmsremax]

Originally Posted by rizzle

No. One of my good buddies trades munis over there though. Know anyone on that desk?

Unfortunately no. I trade equities, but I bet someone on our muni team knows. RJ gives us a lot of business.

[ade06]

I have my undergraduate degree in Finance and I used to hold a 7 and 66 (I worked for several online brokerage firms and a bank), but I let them expire when I when to law school. Now I'm on the legal side of the finance world (M&A, Market Regulation, Broker/Dealer representation and FINRA Arbitrations).

[jmsremax]

Originally Posted by ade06

I have my undergraduate degree in Finance and I used to hold a 7 and 66 (I worked for several online brokerage firms and a bank), but I let them expire when I when to law school. Now I'm on the legal side of the finance world (M&A, Market Regulation, Broker/Dealer representation and FINRA Arbitrations).

Wow congrats! My roommate/good friend from home is in law school right now. I plan to sit for the CFA soon enough. Want to get me a job working with M&A?

[ade06]

Originally Posted by jmsremax

My roommate/good friend from home is in law school right now. I plan to sit for the CFA soon enough. Want to get me a job working with M&A?

Tell him good luck! The legal industry (as well as financials) are going thru rough times right now, so finding an entry level legal job will be hard (not impossible). Good luck on your CFA! Sales is where the money is at!