Members

Maria Gonzalez

Member

MBA

Ms. Gonzalez attended the club sponsored Finance Symposium on November 3, 2006 which was certainly a valuable experience in terms of the importance of excelling her financial and networking capabilities.

Prior work experience and academic training have shaped her plans and will enhance her experiences with the club.  During her internship at UBS Financial Services of Puerto Rico in the summer of 2005, she successfully researched and analyzed current needs of clients, gathered statistical and economic information relative to markets and investments, attended company presentations, helped designed portfolios and identified asset allocation mixes, participated in portfolio managers’ evaluation and selection, and reported on performance of client’s portfolios.  In addition to her work experience, Loyola University New Orleans and Fairfield University have academically prepared her with the necessary tools to become a successful business person.

Wealth management is the area of finance that interests her the most because it is a concept that goes beyond traditional investment ideals and focuses on helping clients accumulate, preserve, and transfer wealth while taking into account their asset and liability needs.  "A personal asset allocation strategy is the foundation of a wealth management program and through the consultative process, the financial advisor can gain an understanding of goals and tolerance for risk, recommend customized strategies and solutions, work closely with clients to implement the recommendations, and periodically adjust said strategies."  The experiences at UBS have made her realize that analysis is her greatest interest.

Contact Information:
Maria Gonzalez

Phone:    504-717-1503                                                                                                                              
E-mail:    mcgonzal@loyno.edu