Veteran Transition Boot Camp—Spring 2017

Monday June 26, 2017 - Wednesday July 12, 2017
NYSSA Conference Center
Available as: Live Session;
Categories: Free for Members, Free Resources, Seminar, Veterans

Boot Camp Description

This boot camp aims to guide transitioning veterans through the process of landing their first job in finance post service. Prior to each class, participants will be given a small assignment to prepare and ensure an engaging work session. Each session runs 6-8 pm, will be available live via web and recorded for future availability.

Part 1

Finance 101


June 26, 27, 28 and 29; 6-8PM | Registration Deadline: June 29


Frank J. Fabozzi, Ph.D., CFA, CPA


Fundamentals of finance for the transitioning vet. Will begin classes with what career specilization is relevant to each topic taught. Close with how to become more education (MBA vs. CFA) etc.

Part 2

Finding the Right Fit and Managing Expectations


July 5; 6-8PM | Registration Deadline: July 5


Melissa Castello, HR Director, Oppenheimer; Lance Widner, CFA, CFP, VR Chair; Matt Noll, CFA, Vice Chair. Other VR members: Sean Sneeden, Oppenheimer; Brian Robinson, GS; Won Palisoul, Compliance; Chris Mendez, Semper Capital


Learn what career options exist within the finance industry and how to decide what path is best to pursue based on skills and career objectives.

Part 3

Resume Conversion: Do's, Don'ts, Pitfalls and Transferable Skills


July 6; 6-8PM | Registration Deadline: July 6


Melissa Castello, HR Director


How to convert a resume from military experience to one that catches a recruiter's eye.

Part 4

Effective Keys to Networking and Business Etiquette


July 10; 6-8PM | Registration Deadline: July 10


Dave Palamar, MD, JP Morgan; Brandis DiSimone, NASDAQ


How to network, who to network with, etiquette on rules of non-military engagement.

Part 5

Landing the Interview


July 11; 6-8PM | Registration Deadline: July 11


Amanda Veinott, Founder, Miligistix; Chris Hamilton, DB; Jim Crossen, Apollo


Using online and offline resources to increase interview probability, building your brand online, developing your story.

Part 6

Selling "You" in the Interview and Effective Follow Up


July 12; 6-8PM | Registration Deadline: July 12


Melissa Castello, HR Director, Oppenheimer; Lance Widner, CFA, CFP, VR Chair


Interview basics, questions to ask / questions to answer, managing follow-up expectations.

NYSSA expects all attendees to comply with NYSSAs Code of Conduct while attending NYSSA events or meetings. NYSSA expressly reserves the right, in its sole discretion, to grant or deny access to any individual, or to expel any individual from any NYSSA event or meeting.

The New York Society of Security Analysts, Inc. (NYSSA) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While NYSSA seeks to present accurate and reliable information, NYSSA does not endorse, approve, or certify such information, nor does it warrant or guarantee the accuracy, completeness, efficacy, timeliness, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation, and NYSSA has no duty to update and maintain the information, reports, or statements made during events.

The information presented is provided for information purposes only, and is not intended to be and does not constitute financial advice, investment advice, trading advice, or any other advice, is general in nature, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell, or as a recommendation, endorsement, or sponsorship of any security, company, or fund. NYSSA is not responsible for any investment decision made by you.

You should not make any financial, investment, trading or other decision based upon any of the information presented at NYSSA without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at NYSSA is at your own risk.

There is a substantial amount of risk in trading securities, and the possibility exists that you can lose all, most or a portion of your capital. NYSSA does not, cannot, and will not assess or guarantee the suitability or profitability of any particular investment, or the potential value of any investment or informational source. The securities mentioned in any NYSSA presentation may not be suitable for investors depending on their specific investment objectives and financial condition.


Veterans Roundtable

Program Details

June 26, 2017 - July 12, 2017

FREE | Members & Nonmembers

*LiveStream Available*

[NYSSA reserves the right to decline admission]

NYSSA Conference Center
1540 Broadway, Suite 1010
45th Street Entrance

CFA Institute CE® 

Part 4: 2.0 credits
Part 5: 2.0 credits
Part 6: 2.0 credits

Sponsored by Kaplan Schweser

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Additional Information
If you are unable to register for this event online, please call (212) 541-4530 for assistance.

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1540 Broadway, Suite 1010, (entrance on 45th Street), New York, NY 10036
(212) 541-4530