banking, finance & accounting

MAGGIE BREMER CLARK ’12

CPA, Associate Manager, The Siegfried Group

angelikamaggieclark@gmail.com

B.A. Accounting, Baylor University MAcc, Baylor University

As a Professional Resource at The Siegfried Group, I get to exponentially improve my skillset by taking on different roles at each client I support. We work alongside financial executives across the nation on their most important accounting and finance projects (i.e., internal/external audit, financial reporting, technical accounting, budgeting and forecasting, controllership, IPO readiness, mergers and acquisitions, and system implementations). My recent engagements included a project with Sysco Foods in their internal audit department and a deployment with Blackboard Inc. in their revenue accounting department. Working in client services has also given me the opportunity to significantly expand my network. Not only do we have a great culture within Siegfried, but I also get to build close relationships with my clients.

COURTNEY COHEN GARSON ’07

Executive Director, J.P. Morgan

courtneygarson@gmail.com

B.S.B Finance, Indiana University - Kelley School of Business

I serve as a trusted advisor to a select group of ultra-high net worth multigenerational families, family offices, private business owners, private equity principals, and foundations. I partner with my Private Bank colleagues to provide strategic and customized investing, lending, banking, philanthropy, and estate planning advice. My favorite part of my job is meeting in-person with clients and prospects. In preparation for client meetings, my days include internal calls on current market trends and opportunities, and team meetings to ensure we are bringing our best thinking to clients. Additionally, I spend a significant amount of time building my network in the community through attending events and serving on non-profit boards.

RICKY PERUSQUIA ’11

Vice President, CAZ Investments

rickyperusquia@gmail.com

B.A. Economics, The University of Texas MBA, University of Virginia

Prior Employers: Credit Suisse Dimensional Fund Advisors

We are a private investment firm with several investors across the US. I spend my time in three ways: 1. Finding, doing diligence on, and monitoring investments; 2. Meeting with existing investors to go through their investments with us; 3. Meeting with prospective investors to discuss investing with us. A typical day consists of two-to-three meetings with existing and prospective investors either in person or on Zoom, and the rest of the time, I review and prepare materials for prospective investments to help decide if we will participate.

JOEL SANDLER ’06

Director - Acquisitions & Divestitures, Royal Bank of Canada

Joel.sandler@rbccm.com

B.S. Energy Resources Engineering, Stanford University M.S. Energy Resources Engineering, Stanford University

Prior Employers: Chevron Deutsche Bank

My morning begins with reading the news for any market swings or deal announcements, which could alter the course of the day. The rest of my day is typically spent collaborating with fellow engineers, geologists, and financial professionals to solve problems for our clients – what deal they should do, what are the financial considerations, and why it might be well received in the market. My days usually run late into the night as we rush to finalize a big presentation, print and bind the materials, and fly out somewhere secret in pursuit of the next big deal!

ANNA ROGERS SCHWARTZEL ’05

Vice President, Cadence Bank

anna.schwartzel@gmail.com

B.A. Economics & Spanish, Vanderbilt University

Prior Employer: Fiserv, Inc.

Cadence Bank is a mid-sized regional bank with operations across the Southeast and Texas. As a Finance Manager for the Corporate Banking segment, I support multiple business lines as their resource for profitability reporting, budgeting, strategic planning, and financial analysis.

MATTIE RUTHERFORD THOMPSON ’07

Director, Barclays Capital

mattiebellrthompson@gmail.com

B.A. Economics, Vanderbilt University

I am an investment banker covering clients across the energy sector - upstream, midstream, downstream, and renewables. We advise clients on various activities including mergers and acquisitions, divestitures, equity capital raises, and debt capital raises. A typical day includes financial modeling, preparing presentations for clients, and project execution.