Circle of Finance Opportunities
New CFO Officers -- July 9, 2008
Dear CFO Members:
The purpose of this letter is to provide you with an update on the CFO Board elections which took place at our board meeting on June 26, 2008. I am delighted to announce the following individuals have been elected for a two year term beginning July 1st. I am extremely confident that these people will continue to build CFO into a world class organization and will make you proud.
President: Carlos Soriano
Carlos is a financial advisor with Oppenheimer & Co. He consults to high net worth individuals, foundations and endowments. Prior to Oppenheimer, Carlos worked at Bear Stearns and UBS. He received his MBA from DePaul in 2004 with concentrations in Financial Analysis and International Business.
Vice President: Frank Devincentis
Frank is a financial advisor with Smith Barney. He works primarily with high net worth individuals and businesses in offering investment and estate planning advice. Prior to Smith Barney, Frank worked in the finance department at DePaul. He received his BS from DePaul in 2002 with a concentration in Finance and Accounting, and also maintains the CPA designation.
Treasurer: Antonina Doria
Antonina works in the portfolio management group for tax investments at JP Morgan. She has worked at JP Morgan for seven years. She received her BS from DePaul in 2001 with a concentration in Finance and Accounting.
Secretary: Kellee Neumann
Kellee is a support advisor at Financial Solutions Advisory Group where she plays an active role in financial planning and portfolio management. She recently completed her BS from DePaul in 2008 with a concentration in Finance and a minor in International Business.
I tremendously appreciate the opportunity to have been President of CFO for the past two years. The organization has grown nicely over that time. I would like personally thank everyone who helped make the position so enjoyable. I will not stray too far, as I will stay on the CFO board as Past President for the next two years.
Please let me know if you have any questions or comments. Thank you for your continued support of CFO.
Sincerely,
Mark Ziehr
DePaul, 2002 MBA
Did you know that over 13% of CFO members have made a financial contribution to DePaul? We are extremely proud of this number but are also looking to increase it to our stated goal of 20% by the end of 2008. If you are considering giving to DePaul, we encourage you to think about the CFO Scholarship fund. Last month we gave $10,000 in scholarships to four incredible undergraduate students. Please find their bios on our website.