2/3/2026 - Introduction, Finance Overview
2/10/2026 - Private Wealth Management
Led by Sam Bloom, Financial Advisor at UBS
2/17/2026 - Introduction to Stock Pitch Workshop
Led by CRO
2/24/2026 - SWS Alumni Panel
Led by Mimi Adams, Holly Stiebel, Lucia Rabolli
3/3/2026 - Financial Planning
Led by Shanelle Sua, Director of Recruiting, Development, and Training at Strategic View Advisors
3/10/2026 - Personal Finance & Planning
Led by Jimmy Suh, Private Wealth Manager at USC Credit Union
3/24/2026 - Consulting to Industry: Career Paths & Early Success
Led by Jenny Lee, Strategy at Crunchyroll, Ex-Big 4 consulting
3/31/2026 - Accounting Essentials for IB/PE
Led by CRO
4/7/2026 - Linkedin & Resume Building
Led by Natalie Kojababian, Vice President at Amwins Access
4/14/2026 - Valuation Workshop (Office hour for Capstone groups)
Led by CROs
4/21/2026 & 4/28/2026 - Capstone Project Presentation
With guest industry panelists
Note: All GMs will be on Tuesdays from 7-8pm
E-Board Recruitment Schedule!
Applications for Available E-Board Positions will open later in the semester
Note: You must be an active member of SWS to be eligible, applications with less than 50% meeting attendance will not be considered, applications with 75% or higher meeting attendance will be preferred.