Reach out to Peer Industry Advisors and the Boehly Center Advisor via email. Click on their pictures to find their contact information.
Advising
Peer Industry Advisors for Financial Services
Weekly Schedule Availability:
Monday: 4:00 - 8:00 PM
Tuesday: 12:00 - 3:00 PM
Wednesday: 4:00 - 8:00 PM
Thursday: 11:00 AM - 3:00 PM
Financial Services - Areas of Expertise: Investment Banking, Commercial Banking
Advising Services Offered: Resume Review, Interview Prep, Career Exploration, General Advice regarding Career and Academics, Networking Advice
Leadership/Professional Experience:
- Financial Literacy Program Coordinator
- JP Morgan Middle Markets and Specialized Industries Summer Analyst
- CEO Streetwear Sticker Startup
Weekly Schedule Availability:
Monday: 1:30 PM - 6:00 PM
Tuesday: 5:00 - 6:00 PM
Wednesday: 1:30 PM - 6:00 PM
Thursday: 5:00 - 6:00 PM
Friday: 9:00 AM - 5:00 PM
Financial Services - Areas of Expertise: Sales & Trading, Investment Banking
Advising Services Offered: Resume review, career planning and goal setting, hirevue/superday prep, networking & coaching
Leadership/Professional Experience:
- Future Energy Partners Intern
- Saba Capital Management Summer Analyst
- Goldman Sachs Investment Banking Summer Analyst
- Incoming Goldman Sachs Sales and Trading Analyst
Weekly Schedule Availability:
Monday: 9:00 AM - 10:00 AM & 11:00 AM - 12:00 PM & 5:00 PM - 7:00 PM
Tuesday: 11:00 AM- 7:00 PM
Wednesday: 9:00 AM - 10:00 AM & 11:00 AM - 12:00 PM & 5:00 PM - 7:00 PM
Thursday: 11:30 AM - 7:00 PM
Friday: 1:00 PM - 2:00 PM
Saturday: 10:00 AM - 12:00 PM & 4:00 PM - 6:00 PM
Sunday: 10:00 AM - 5:00 PM
Financial Services - Areas of Expertise: Private Bank, Wealth Management
Advising Services Offered: Academic Related Guidance, Career Focus Information, Career and Professional Development (interview prep, networking, recruiting mentor)
Leadership/Professional Experience:
- Incoming JPMorgan Asset & Wealth Management Private Bank Summer Analyst
- Legacy Financial Group (RIA - Raymond James) Wealth Management Intern
- Brightside Capital Project Intern
- Chesapeake Realty Partners Summer Intern
- Hartree Partners (formerly HESS Energy) Summer Intern
- On Campus: Sigma Pi - Alpha Eta Chapter Philanthropy Chair, William and Mary Club Lacrosse Treasurer
Weekly Schedule Availability:
Monday: 8:00 AM - 11:00 AM & 2:00 PM - 4:30 PM & 6:30 PM - 8:00 PM
Tuesday: 8:00 AM - 9:00 AM &11:00 AM - 3:00 PM & 5:00 PM - 8:00 PM
Wednesday: 8:00 AM - 11:00 AM & 2:00 PM - 4:30 PM & 6:30 PM - 8:00 PM
Thursday: 8:00 AM - 9:00 AM &11:00 AM - 3:00 PM & 5:00 PM - 8:00 PM
Friday 9:00 AM - 5:00 PM
Financial Services - Areas of Expertise: Real Estate Finance
Advising Services Offered: Academic Related, Career/Professional Development, Just Because/Just Saying Hi, and Walk Up advising
Leadership/Professional Experience:
- Member of the Leadership Development Program for the Men's Soccer team
- Intern with Project Destined
- 2023 Summer Multi-family Investment Sales Intern at Greysteel.
Weekly Schedule Availability:
Monday: 10:00 AM - 8:00 PM
Tuesday: 3:00 PM - 8:00 PM
Wednesday: 10:00 AM - 5:00 PM
Thursday: 2:30 PM - 8:00 PM
Friday: 10:00 AM - 5:00 PM
Financial Services - Areas of Expertise: Private Wealth Management, Asset Management, Portfolio Management, Financial Planning
Advising Services Offered: Resume Review, Interview Prep, Academic Related/ Course Selection, Career and Professional Development Support(Networking/Career Exploration), Advising: Boehly Center Resources
Leadership/Professional Experience:
- Incoming Ultra High Net Worth Private Wealth and Asset Management Analyst, Goldman Sachs
- Securitized and Corporate Fixed Income Summer Analyst, Richmond Capital Mangement
- Private High Net Worth Wealth Management Summer Analyst, Wells Fargo Advisors
- William and Mary Football Team Captain
- William and Mary Student Athlete Advisory Committee DEI Chairman and Treasurer
Weekly Schedule Availability:
Tuesday: After 2:15 PM
Thursday: After 2:15 PM
Friday: After 12:00 PM
Financial Services - Areas of Expertise: Investment Banking and Credit Investing
Advising Services Offered: academic-related, recruitment, interviews, career exploration, internship search, networking, organization, LinkedIn help, Resume help, and Boehly Center resources.
Leadership/Professional Experience:
- Incoming 2024 US Credit Group Summer Analyst at Oak Hill Advisors
- Private Equity Energy Extern at L.S. Power
- London School of Economics Summer 2023 Program
- Mason Investment Club Analyst
- Student Conduct Council Parliamentarian
- Club Golf Secretary
- Griffin School Partnership Volunteer Tutor
Weekly Schedule Availability:
Monday: 11:00 AM - 11:00 PM
Tuesday: 11:00 AM - 11:00 PM
Wednesday: 11:00 AM - 11:00 PM
Thursday: 11:00 AM - 11:00 PM
Friday: 11:00 AM - 11:00 PM
Saturday: 11:00 AM - 11:00 PM
Sunday: 9:00 AM - 10:00 PM
Financial Services - Areas of Expertise: Corporate Finance, Leadership and Management, Deal Advisory, Management Consulting
Advising Services Offered: Resume Review, Interview Prep, Academic Related/ Course Selection, Career and Professional Development Support(Networking/Career Exploration)
Leadership/Professional Experience:
- FP&A Summer Analyst – Dollar General
- Associate - Management Consulting – PwC
- Associate - Financial / Deal Advisory – RA Goel (Boutique Investment firm)
- Analyst – Audit – Deloitte
Weekly Schedule Availability:
Monday: 10:00 AM - 3:00 PM
Tuesday: 5:00 PM - 7:00 PM
Wednesday: 10:00 AM - 7:00 PM
Thursday: 3:30 PM - 7:00 PM
Friday: 10:00 AM - 3:00 PM
Saturday: 10:00 AM - 2:00 PM
Sunday: 12:00 PM - 5:00 PM
Financial Services - Areas of Expertise: Leveraged Finance/Sponsor Finance, Commercial Banking, Investment Banking, Private Banking
Advising Services Offered: General information about the financial services recruiting process, Resume review/preparation, Help with getting started with recruiting and/or advancing within recruiting processes, Career exploration specific to careers in financial services, Career and Internship search guidance specific to careers in financial services, Interview preparation for careers in financial services, Networking preparation and/or soft skills development guidance, Requests for employer and alumni contacts/ recommendations, Guidance on communicating with employers/ recruiters before and/or after interviews and position offers
Leadership/Professional Experience:
- Coordinator Financial Literacy Program - The Boehly Center for Excellence in Finance, Williamsburg, Virginia
- Student Employee - William & Mary University Advancement, Williamsburg, Virginia
- Finance Intern - Markel Group, Richmond, Virginia
- Summer Analyst - Middle Market Financial Sponsors Group, J.P. Morgan, New York, New York
- Incoming Analyst - Middle Market Financial Sponsors Group, J.P. Morgan, New York, New York
Weekly Schedule Availability:
Monday: 2:30 PM - 3:00 PM & 5:00 - 6:30 PM
Tuesday: 11:00 AM - 12:00 PM & 5:00 - 6:30 PM
Wednesday: 2:30 PM - 3:00 PM & 5:00 - 6:30 PM
Thursday: 11:00 AM - 12:00 PM & 5:00 - 6:30 PM
Friday: 9:00 AM - 4:30 PM
Financial Services - Areas of Expertise: Consulting, Business Analytics, Risk Management
Advising Services Offered: - Interview Prep, Resume Review, LinkedIn Review, Academic Related/ Course Selection, Career and Professional Development Support(Networking/Career Exploration), Boehly Center Resources
Leadership/Professional Experience:
- Incoming 2024 Deloitte Risk & Financial Advisory Analyst - Controls, Compliance, Finance
- Business Analytics Intern at Professional Supply
- IT Risk Analyst at iQ4
- Independent Researcher at CoVA Commonwealth Cyber Initiative
Boehly Center Advisor for Financial Services & Specialty Courses
Miller Hall 2002
Tel: 757-221-2904
Tel: 757-221-2904
Dannita provides financial services industry education and recruitment advising. She is also the point of contact for the Boehly Center’s specialty courses. Dannita works closely with W&M finance faculty, the Business Undergraduate Office and the Office of Career Development & Professional Engagement to ensure that students receive holistic support.
Dannita joined the Boehly Center Team in February 2021.
Business & Other Advising
Virtual and In-Person Advising – This option is for scheduling an appointment for a specific advisor/topic or a longer conversation than Quick Advising. Choose between in-person, phone, or Zoom modes through TribeCareers or by calling 757-221-3231.
In-Person Quick Advising – Drop by Monday – Thursday between 2 – 4 p.m., when classes are in session, in the Cohen Career Center Atrium for 15–20-minute sessions. This is the best option if you have a quick question or need immediate advice with no appointment necessary. These are first-come, first-served.
Career Prep and Finance Coursework Resources
Types of Advising Available to Students
Advising: Academic Related
- Guidance on experiential and specialty course offerings
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Advising: Career & Professional Development Support
- General information about the financial services recruiting process
- Help with getting started with recruiting and/or advancing within recruiting processes
- Career exploration specific to careers in financial services
- Career and Internship search guidance specific to careers in financial services
- Interview preparation for careers in financial services
- Networking preparation and/or soft skills development guidance
- Requests for employer and alumni contacts/ recommendations
- Guidance on communicating with employers/ recruiters before and/or after interviews and position offers
Advising: Boehly Center Resources
- Would like to learn more about the Boehly Center’s resources
- Information about the Recognition Program
- Information about Boehly Center events & programs
- Guidance on how to get involved with the Boehly Center
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Advising: Just Because/Just Saying Hi
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Advising: Other
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Advising: Walk-Up Advising (non-scheduled appointments only)
- Academic Related
- Career & Professional Development Support
- General Questions about the Boehly Center
- Other
