MGT3120TAWIL

Nan Chen

Jane Itkina

Thomas Hamill

Arthur Bronfman

Aleksandra Duda

Mohammed Hossain

Summary

Peter Kettle is a Financial Advisor working for Edward Jones which is number 11 on Forbes’ best companies to work for. As mentioned numerous times in the class, Peter stressed the importance of networking, especially in his field of financial advisory. Peter mentioned to us in class about the benefits and downsides to working for a prestigious company such as Edward Jones. For example, it gives you the opportunity to be your own boss with your own office and even a personal assistant to your own. You can take make your own schedule, take your vacation anytime you want and even negotiate when to see your clients. However, the immense freedom of this job also comes with an enormous amount of responsibility. Some of the tasks required in his field perpetual networking to draw in customers having the responsibility to succeed for yourself and all your staff that supports and revolves around you. In addition, just having a great all around personality for which the customers could interact is a must. Overall it seems as if the benefit definitely overlaps the great responsibilities working as a financial advisor for Edward Jones.

As a financial advisor for Morgan Stanley, Mr. Ari Baum has stressed that the strength of his company lies in the fact that the doors are no longer closed and the exchange of information between upper management and employees has improved. Employees at Morgan Stanley are able to communicate with others much more easily in order to address issues. Mr. Baum has also attributed the success of his firm to the notion that quality is more important than quantity. As a financial advisor, it’s not important as to how many clients one brings in but it is crucial to instead, provide clients with the correct information despite one’s own lack of it. Thus, he directs his clients to the appropriate individuals if Mr. Baum himself doesn’t have the experience or knowledge in a particular investment. Morgan Stanley is an employee orientated firm that accommodates to the needs of its employees by providing maternity leave, vacations and various perks that other companies cut to simply decrease their bottom line. This understanding of its employees needs allows Morgan Stanley to be a flexible and successful firm without focusing on cutting costs.

Brendon Molloy, the Northeast Director of Recruiting for KPMG, introduced the class to a reputable accounting firm that focuses on employee satisfaction and provides an atmosphere for its employees to grow. The reasons that he stressed why KPMG is on Forbes list are that it builds leaders by providing one with the opportunity to be in charge of a small team, it puts people in the position for global opportunities by allowing for interaction with its international operations and provides a fun atmosphere in which individuals can relieve stress and give back to the community.  KPMG’s success can be attributed to hiring well rounded individuals, thus Brendon has stressed the importance of partaking in activities that goes beyond the scope of the academic setting because you develop interpersonal and leadership skills necessary to succeed not only in KPMG, but in the service industry in general. The opportunity for growth within KPMG is not scarce as individuals are expected to take on leadership roles after two years of working with the firm, thus giving individuals a chance to make decisions and become accustomed to working within group settings as not only a team player, but also a leader.

Contact Information

Name: Brandon Molloy

Company: KPMG

Position: Senior Recruiter

Phone: 213-447-2600

Email: [email protected]

Name: Peter Kettle

Company: Edward Jones

Position: Financial Advisor

Phone: 718-522-6254

Email: [email protected]

Name: Ari Baum

Company: Morgan Stanley

Position: Financial Advisor

Phone: 212-903-7748

Email: [email protected]

Name: Monica Dean

Company: Baruch College – Lawrence N. Field Center for Entrepreneurship

Position: Administrative Director

Phone: 646-312-4786

Email: [email protected]

Memorable Quotes :

“Money comes and money goes but you really have to enjoy what you do”- Ari Baum

“People are everything, without you there is nothing”- Ari Baum