SPONSORS
Special thanks to our sponsors. You
enable us to build a professional finance experience within our
organization.

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Advanta was founded in 1951 by Jack Alter, a Philadelphia, Pennsylvania schoolteacher, to provide individual, needs-based loans to fellow teachers.
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Today, Advanta is a highly focused financial services company providing innovative financial solutions to small business owners and business professionals. For more than ten years, it has used these distinctive capabilities to become one of the nation's largest issuers (through Advanta Bank Corp)of business credit cards to small businesses.
Dennis Alter serves as Chairman of the Board and Chief Executive Officer. ( Temple University graduate)
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Who better to trust with your nest egg than the company that
took its name from Honest Abe? Lincoln National, which operates
as Lincoln
Financial Group provides retirement planning
and life insurance to individuals and employers in the
form of annuities and a variety of life insurance products.
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It sells through such subsidiaries as Lincoln National Life Insurance and Lincoln Life & Annuity Company of New York. The company is also active in the investment management business, offering individual and institutional clients such financial services as pension plans, trusts, and mutual funds through Delaware Investments and other subsidiaries.
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Lincoln National completed a merger/acquisition
of Jefferson-Pilot in early 2006. The $7.5 billion deal combined the Lincoln Financial Group with the Jefferson Pilot Financial group (the operating brand for Jefferson-Pilot Corporation) and created a new company, operating as Lincoln Financial Group.
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More Info: Lincoln
Financial Distributors markets and sells Lincoln-manufactured
variable and fixed annuities, life insurance, and investment
management products through financial advisors, financial intermediaries,
and sales professionals.
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Merrill Lynch is one of the world's leading wealth management, capital markets and advisory companies, with offices in 40 countries and territories and total client assets of approximately $1.6 trillion. Merrill Lynch offers a broad range of services to private clients, small businesses, and institutions and corporations, organizing its activities into two interrelated business segments - Global Markets & Investment Banking and Global Wealth Management, which is comprised of Global Private Client and Global Investment Management.
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Merrill Lynch owns approximately half of BlackRock, one of the world's largest publicly traded investment management companies, with more than $1 trillion in assets under management.
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Founded: 1914 (Charles E. Merrill & Co)
Employees: 60,000
Total Client Assets: Approx. $1.6 trillion
Total Stockholder’s Equity: $34.8 billion
Fortune 500: Ranked No. 30
Stock Symbol: MER
Global Markets: 40 countries
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PricewaterhouseCoopers (PwC) serves 29 industries and has industry-focused professionals in the fields of assurance, tax, human resources, transactions, performance improvement and crisis management help to resolve complex client and stakeholder issues worldwide.
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Formed in 1998 from a merger between Price Waterhouse and Coopers & Lybrand, PwC has a history in client services that dates back to the nineteenth century. Each accounting practice originated in London during the mid-1800s.
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Corporate Culture: "Our
success in meeting today's business challenges rests on the way
we approach our work. We call our approach Connected
Thinking. Connected Thinking fosters collaboration and knowledge
sharing whether our staff members are at a client site, telecommuting,
or working from any of our offices nationwide. We combine our
unique perspectives, skills, and diverse backgrounds to create
innovative solutions to today's most complex business issues." -
PWC
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Prudential Financial wants to make sure its position near the top of the life insurance summit is set in stone.
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Prudential, known for its Rock of Gibraltar logo, is one of the largest US life insurers (along with MetLife) and one of the largest insurers worldwide. The firm is perhaps best known for its individual life insurance, though it also sells group life, long-term care, and disability insurance.
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More Info: Prudential also offers investment
products and services, including asset management services, mutual
funds, and retirement services. Other lines include a national
real estate brokerage franchise and relocation services.
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Vision: The vision of the Financial Management Association International is to be the global leader in developing and disseminating knowledge about financial decision making.
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Mission The mission of FMA International is to serve the global finance community by:
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Broadening the common interests between academics and practitioners.
Providing opportunities for professional interaction between and among academics, practitioners and students..
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Promoting the development and understanding of basic and applied research and of sound financial practices enhancing the quality of education in finance.
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FMA MEETINGS
Temple FMA meetings are held every Monday from
12:00-12:50 PM in Alter Hall, room 233.
WHAT'S NEW?
Speaker: Megan Panaccio
When: Mon, Feb 20th from 12-1pm
Where: Alter Hall, room 233
A brief presentation on becoming CSPD certified (a req to be included in the FMA resume book). We will be voting on ideas for socials. Pizza and refreshments will be provided.
When: Fri, Feb 24th, day-trip
Where: LFG Offices
Meet out front of Alter Hall at 8:40am. Presentation by Temple alum's, luncheon Q&A and facility tour. Email David Sourber to reserve a spot.
Who: FMA members
CSPD'd: Mandatory
Deadline: Fri, Mar 2nd
FMA is making a portfolio of its members' resumes to pass along to interested employers. Submit your resume to Hong Nguyen's email at hong.nguyen@temple.edu.
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