Howard J. Busbee Finance Academy

2020 FA Officers

From left to right: Katie English, Alex Loukili, Nick Chestnut, Will Coakley, Sean Tran, Alhassan Ouf, Grace Van Dellen, Jack Spencer, Lani Davidoff, Garrett Curtiss, Raman Khanna

The Howard J. Busbee Finance Academy is a student organization created to help W&M undergraduates learn more about careers in finance and make connections with industry professionals.

The Finance Academy hosts events both on and off campus each year. Some of their key events include the annual From DoG Street to Wall Street event, a speaker series and annual alumni networking events in different cities. The Finance Academy also hosts case competitions and training sessions to provide students with opportunities to expand their knowledge of and skill sets related to finance.

In addition to hosting events, competitions and training sessions, the Finance Academy also makes its officers available as a resource for undergraduates. Underclassmen have the opportunity to receive feedback from officers when crafting a finance-specific resume, preparing for internship or job interviews and navigating the different career paths within the financial services industry. To facilitate this process, the Finance Academy hosts office hours, with a focus on providing resume reviews and mock interviews.

Professor Jim Haltiner and Dr. Rita Murphy serve as advisors to the organization.

Carlyle Case Competition

L-R Ricky Lee, Nicolaus Kamali, and Garrett Curtiss

The 2019 Carlyle Case Competition provided students with an opportunity to gain hands on modeling experience by building a basic LBO model with the end goal of finding the right price to achieve certain benchmarks. The team of Ricky Lee, Nicolaus Kamali, and Garrett Curtiss took first place honors this year.

2020 Club Officers

ALHASSAN OUF ’21

President

Experience:
2020 – Incoming Investment Banking Summer Analyst, Robert W. Baird & Co.
2019 – Investment Banking Summer Analyst, Boxwood Partners, LLC
2019 – Spring Analyst, Stone Pier Capital Advisors, LP

Email Alhassan: asouf@email.wm.edu

RAMAN KHANNA  ’21

Vice President

Experience:
2020 – Incoming Investment Banking Summer Analyst, Citi
2019 – M&A and Investor Relations Summer Analyst, Dominion Energy
2018 – Private Equity Intern, Long Point Capital
2017 – Public Sector Advisory Intern, Grant Thornton

Email Raman: rkhanna03@email.wm.edu

WILLIAM COAKLEY ’21

Vice President

Experience:
2020 – Incoming Investment Banking Summer Analyst, Sawaya Partners
2019 – Investment Banking Summer Analyst, Marriott & Co.
2018 – Financial Analyst Intern, Aeroseal Windows & Storefront
Email William: wwcoakley@email.wm.edu

JACK SPENCER ’21

Vice President

Experience:

2020 – Incoming Financial Services Consulting Summer Intern, West Monroe
Partners
2019 – Global Risk Management Summer Analyst, Comcast Corp.
2018 – Financial Planning & Analysis Summer Analyst, American Tower Corp.

Email Jack: jspencer@email.wm.edu

SEAN TRAN ’21

Vice President

Experience:
2020 – Incoming Sales and Trading Summer Analyst, Barclays Investment Bank
2019 – Venture Capital Summer Analyst, Vectr Fintech Partners Hong Kong
2018 – Strategy and Sales Analyst Intern, 7-Eleven
2018-2020 – Campus Ambassador, Out for Undergrad Business Conference

Email Sean: sttran@email.wm.edu

LANI DAVIDOFF ’21

Vice President

Experience:
2020 – Incoming Project Finance Summer Analyst, MUFG
2019 – Financial Analyst Summer Intern, Talcott Resolution

Email Lani: ildavidoff@email.wm.edu

GARRETT CURTISS ’21

Vice President

Experience:

2020 – Incoming Corporate Banking Summer Analyst, RBC
2019 – Financial Analyst Summer Intern, Wasmer Schroeder

Email Garrett: gccurtiss@email.wm.edu

KATIE ENGLISH ’22

Vice President

Experience:
2019 – Incoming Girls Who Invest Scholar
2019 – 1693 Scholar Researcher
2018-2019 – Research Assistant, Social Networks and Political Psychology Lab

GRACE VAN DELLEN ’22

Vice President

Experience:
2020 – Incoming Summer Analyst, Dominion Energy
2019 – Harris Williams Women’s Leadership Summit
2019 – CAPitalize Women’s Summit, Capital Group

Email Grace: gevandellen@email.wm.edu

NICHOLAS CHESTNUT ’22

Vice President

Experience:
2019 – Private Equity Intern, Long Point Capital
2019 – Financial Accounting Research Assistant, Mason School of Business

Email Nicholas: nachestnut@email.wm.edu

ALEX LOUKILI ’22

Vice President

Experience:
2020 – Winter Extern, Clearsight Advisors
2019 – Undergraduate Equity Researcher, Mason School of Business
2017-2019 – Mortgage Database/Sales Intern, Atlantic Union Bank

Email Alex: ajloukili@email.wm.edu

FA Events

On January 26, 2016 BB&T Capital Markets hosted a presentation on Mergers & Acquisitions. The presentation was led by Managing Director Patrick Martin BBA ’87, MBA ’98 and analysts Dabney Carr ’14, Niall Garrahan ’14 and Greg Conway ’16.