Loyola University Chicago


Members


Natalia K. Kopec

Senior Vice President

BBA May 2007


Acquired Full Time Positions & Internships plus Degrees & Certifications

  • Aon

Full-Time Consulting Program Beginning Fall 2007

  • UBS Global Asset Management Summer Internship Program

May 15, 2006-Spring 2007

  • UBS Financial Services, Wealth Management Intern

1/2006-Present                                                                                               Chicago, IL

§         Assist Financial Advisors with client portfolios and various projects

§         Develop proposals for client retirement accounts including 401Ks

§         Attract new clientele by prospective calling and other marketing techniques

§         Assist in orchestrating retirement consulting seminars for potential clients

 

Activities Activities Completed
Detailed papers from informational interviews with executives within your coverage area  
Relevant finance assignments (valuation, modeling, etc.)

 

Trading simulations
  • Stock Trak SP 06

Relevant books under our recommended list
  • Liar's Poker

  • Confessions of a Street Addict (Jim Cramer)

Participation in tutoring sessions  
Equity Research Reports  
Case Competitions  
Events & Seminars
  • Entrepreneur Night @ Loyola University Chicago
     

Contact Information:

Name:         Natalia K. Kopec
Address:  
 3330 N Lakeshore Dr. Apt 6F                                                                               
                    
Chicago, IL 60657
Phone: 
     (847)722-6722
E-mail:        
nkopec@luc.edu

 

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Loyola University ChicagoLoyola University Chicago
School of Business Administration
1 E. Pearson
Chicago, IL 60611-2196
Phone: 312.915.6112
Fax: 312.915.6118