Eller Service Honoary Hosts Business Suit Drive

Eller Service Honorary

It’s the end of the school year, and time to clean out your closets before summer. Get rid of your old suits and donate them to those in need!

Hosted by: Eller Service Honorary

What: Please bring any business professional or business casual garments to donate

When: April 27th – May 1st

Where: Drop off in boxes located in the Atrium outside of Berger Auditorium and on the first floor of McClelland Hall

Donated to: San Miguel High School students. San Miguel exclusively serves families with limited financial resources. Every one of the 375 plus students works five full days per month at more than 100 companies in Tucson to pay for most of the cost of their education and to gain professional experience.

Questions can be directed to: Victoria Preciado at vpreciado@email.arizona.edu

Alumni Spotlight: Josh DiBiasi, D.A. Davidson & Co.

DiBiasi, JoshJosh DiBiasi graduated in May 2014 with a double major in Accounting and Finance with Honors. During his time at Arizona, he held leadership roles with both Mortar Board Senior Honorary and Alpha Kappa Psi, and interned in investment banking, private equity, and accounting. Currently, Josh is an Analyst in investment banking with D.A. Davidson & Co.

What are you currently doing?

Since July of 2014, I have been working as an Analyst in investment banking (“IB”) with D.A. Davidson in Salt Lake City, Utah. We are a full-service investment bank that serves middle market companies throughout the United States. In other words, we advise mid-sized companies on a wide range of financial transactions in the areas of mergers and acquisitions (M&A), public and private equity offerings, debt financings, financial restructurings, and fairness opinions.

A majority of the transactions that I work on are sell-side M&A, which includes pitching D.A. Davidson as the best firm to represent them on a sale of their company, marketing the company to potential buyers, and then advising them through due diligence and closing. So, as an Analyst, I spend most of my time researching companies and industries, analyzing data, building financial models, valuing companies, finding compelling ways to present information, and ultimately creating pitchbooks, information memorandums, and other market materials.

I’m fortunate that my team includes me in far more than basic grunt work. I work on a dedicated team of a few bankers, so my position involves a wider range of responsibilities and opportunities that you may not have at a larger investment bank. As with most companies, the smaller your team the greater the exposure you will have to your company’s operations and the responsibilities of more senior employees. Often, I’m included in pitches for new deals, visits to company facilities, discussions with our clients, calling potential buyers, and other opportunities that aren’t as common for Analysts with larger teams. Being involved in every step of the process has enhanced my experience, as it’s easier to complete grunt work when you can see the big picture.

How did you land this career opportunity?

I spent a pretty significant amount of time networking during my senior year and eventually connected with Davidson through a contact in the industry. I utilized several avenues to find new contacts: cold calling, networking events, alumni, and especially introductions from other IB connections. To put things in perspective, I probably spoke with more than a couple hundred people in the industry, had several email conversations running every week, and I would arrange at least one “informational interview” by phone per week. This was easier than it sounds because I chose to block off a couple hours every weekday where I focused on finding a job; having consistency creates momentum. I had absolutely no ties to the industry when I first started to pursue IB and so a large number of the conversations and contacts I made, though educational, didn’t lead me closer to a job. Persistence is the key to finding a great career opportunity, combined with a dash of luck.

What has your experience been like since graduating?

I’m very pleased with how things have worked out since graduation. I’m receiving great experience right out of school and I have confirmation that my networking efforts have paid off. As expected, I enjoy the work I’m doing because I had a very relevant internship opportunity elsewhere. Finding an internship during college is critical, paid or unpaid. Not only does it make you a better candidate for full-time positions, but you also can determine if this career path is right for you. An average summer job provides you with short-term dollars, while an internship is an early first step into a career and long- term success.

Where Are They Now: Perry Klauber ’10, Gallagher & Kennedy

KlauberTell us a little bit about yourself.

I grew up in Phoenix, went to Brophy College Preparatory for high school, and graduated from Eller in 2010 with a finance degree.  I was heavily involved in Eller leadership, President of the Financial Management Association, and graciously awarded the Fielding-Singh Award for academic success in finance.  As a junior and senior, I was very interested in investment banking and did everything I could to set myself up for a career in investment banking.  During senior year, I worked a lot with Pete Corrigan on my networking abilities and learned invaluable skills for connecting with professionals via phone calls and meetings.  To this day, those sessions with Pete pay me dividends because of my ease with networking.  Eventually, I secured an investment banking internship after graduation at a boutique investment bank in San Francisco during probably the worst economic climate to want to be an investment banker.

What have you been doing since you graduated Eller?

After graduation, I interned with the investment bank, Rutberg & Company, for about six months.  While I probably could have secured a full-time job there or elsewhere and continued my investment banking career, eventually I found that i-banking was not for me.  I moved back to Phoenix, studied for the LSAT, and began law school at Arizona State University (don’t hate me, ha!) after a year with PayPal in Chandler doing commercial underwriting.  Fortunately, I was awarded a generous scholarship to attend law school due to my prior achievements.  During law school, I’ve been fortunate enough to hold leadership positions with the Corporate & Business Law Society and Arizona State Law Journal.  In March 2013, I was awarded the Kevin M. Kane Memorial Book Scholarship, which was very meaningful to me because I knew Kevin before he died of cancer and he was like a father to me.  During law school, I secured two different internships at the two largest real estate investment trusts in Phoenix.  In 2014, I was lucky enough to have my legal article titled “Reversing a Wayward Trend: Why Courts Using the Functional Test are Right” published in the Arizona State Law Journal.  I am graduating from law school in May 2015.

What’s next on your career path?

I am very excited to have recently accepted a position as a new associate attorney at Gallagher & Kennedy in Phoenix.  G&K is a large, Phoenix-based law firm with clients such as the Arizona Cardinals and Diamondbacks, among many other prestigious clients.  After taking the bar at the end of July 2015, I will begin work in September as part of the real estate transactional team.  My job will consist of continuing to service a REIT client and drafting the contracts for the many commercial real estate properties the REIT acquires and divests each year.  My time at Eller was invaluable to achieving my current position, and my business degree has paid me dividends in the legal and professional worlds.

What insights/advice would you share with current Eller students looking to pursue the same career?

Chase your dreams and be proud to support the places that helped mold you and create who you are.  You don’t always have to go to another, seemingly greater city to achieve greatness.  For example, while I could have moved to a different city and had a career elsewhere, I appreciate and love Phoenix.  I also understand that my strengths lie in Phoenix for a stellar career due to my network being in Phoenix from growing up here.  My family is also in Phoenix for moral support, which I predict will be especially important when I have children.  My next goals are to give back to Eller, ASU’s law school, and Brophy.  I feel that I owe these fine institutions for giving me so much and I want to help inspire future generations of leaders.

Guatemala Spring Break Service Trip


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By Hannah DeSanto

I chose not to spend my spring break in Cabo or on Mission Beach. I gave up hanging out with friends to surround myself with people of a different culture that spoke a foreign language. I traded relaxing on the beach for hard manual labor. I missed out on a “traditional” spring break and I would not have wanted it any other way.

This past break, 17 other University of Arizona students and I traveled over 2,100 miles to the city of Antigua, Guatemala. Although Guatemalan land, culture, and language were completely foreign to me, I felt welcomed from the moment I touched down in the airport. The Guatemalan’s invited us into their home with open arms, their love and compassion transcending all boundaries.

We spent most of our days working for an elementary school on the outskirts of Antigua, in a village called Vuelta Grande. The village is extremely impoverished, has limited access to clean water, and lacks most basic necessities. Despite having little to nothing, the wonderful people of Vuelta Grande are some of the happiest that you could ever meet.

As we stepped off the bus and onto school grounds, we were greeted by dozens of smiling children, eager to take us off to play. While we were installing concrete floors or painted classrooms, they sat and waited for their turn to help or to simply ask us our names. During recess, I had the opportunity to play with some of the young girls, each pleading to be picked up and spun in circles. Within seconds of spinning around with one of them, I had a crowd of a few dozen children patiently waiting their turn to be next.

The times in which were not spent working, our group of volunteers explored the city and participated in cultural activities. We sampled native foods, explored the bars and “discotecas”, learned to prepare our own tortillas, took professional salsa dancing lessons and even married off some of our own in a traditional Mayan wedding. My personal favorite was cruising over the underwater city on Lake Atitlan. Amidst the picturesque scenery of the three surrounding volcanoes, we relaxed and sailed between nearby villages. The bravest of the group, including myself, jumped from the boat and into the depths of the Lake, as a means of saying that we had swam above sunken ruins.

The people of Guatemala were what made the journey so impactful and memorable. Despite our language, cultural and religious differences, I realized that these wonderful people are our brothers and sisters.  If presented in the future with the opportunity to revisit Guatemala, I would return in a heartbeat. The culture, land and people of Guatemala are incomparable and the entire experience was exhilarating.


Student Spotlight: Samir Mohandes, J.P. Morgan

nyc trip

Samir, left, with Andy Garriott and Jeff Welter in a NYC networking trip.

Tell us a little bit about yourself.

I first came to the University of Arizona in the fall of 2010 as a biomedical engineering major—the plan had always been to go to medical school. So I did all of the usual pre-med things: I shadowed physicians, worked in a research laboratory, and even took the MCAT twice. I was fairly successful by most standards but never truly connected with any of it.

My roommate during this time was one of Eller’s top entrepreneurship students, and we became very close friends; our long conversations helped grow my interest in markets, banking, and business, but it wasn’t until spring break of my senior year that I finally committed to pursuing a career in finance instead of medicine. Shortly after, in May of 2014, I completed my biomedical engineering degree—one week after graduation, I was at PCC’s downtown campus getting started on my pre-business coursework. Since then, I’ve started the finance major at Eller, gone on a networking trip to Manhattan with the Investments Club, and begun interning at a local financial firm.

Can you tell us about the internship position that you’ve accepted?

I have accepted a position as a Summer Analyst at J.P. Morgan Private Bank. The Private Bank provides advisory services to high net worth and ultra-high net worth individuals, in areas such as investments, liquidity and credit management, and tax and estate planning. As a Summer Analyst, I’ll attend a three-day orientation at J.P. Morgan’s Manhattan headquarters before spending ten weeks at their Private Bank’s Los Angeles offices. During that time, I’ll be expected to gain familiarity with the firm’s day-to-day business operations and culture, and will have the opportunity to support the full-time analysts in performing client research, performance reviews, net worth calculations, asset allocations, and client prospecting.

How did you land this opportunity?

Last June, after the dust had settled from graduation, I was finally able to focus completely on pursuing a career in banking. The only problem was that I had absolutely no idea how to go about it. I was advised to speak with Jeff Welter, so I arranged a meeting and introduced myself. Jeff helped me navigate the recruiting process and develop the skills necessary to make me a competitive candidate. In late October, he led myself and nine other finance students through a week-long networking trip in Manhattan. The idea was to meet alumni at various banks, but looking back, the biggest benefit for me was meeting the other students also trying to land internship offers—many of them worked closely with me to further develop my knowledge of the markets and prepare for interviews.

Shortly after the networking trip, Jeff was notified of the opportunity at J.P. Morgan and passed the news along to me. I’d been striking out with the other banks I’d applied to, and was determined to make the most of the opportunity. The more I read about private banking, the more it appealed to me—I remember meeting with Jeff in his office and telling him that this was going to be the one. He put me in contact with John H., an Arizona alumnus and third-year analyst at the Los Angeles private banking offices. John was an absolutely invaluable resource, and coached me through mock interview questions, gave me reading lists, and provided lots of honest feedback. In the six weeks I spent working with John, I made more progress than I had in the previous six months.

In early February, I had a first-round phone interview with a pair of analysts from the Los Angeles office. Two weeks later, I was flown out to Los Angeles for the final round, which consisted of four consecutive interviews in a two-hour period. Three days later I received a phone call and offered the position.

I remain so grateful for all the support and encouragement I received both from Jeff Welter and from the students I met on the networking trip. I can say with certainty that I never would have even been in the running for this internship had it not been for their willingness to help. I owe them everything, and hope that I can one day pay it forward.

What do you look forward to most about this experience?

I’m most looking forward to the level of immersion offered by this experience. I’ve always learned best by doing, and this internship offers me the chance to do exactly that, for ten weeks straight. And, of course, there’s nothing quite like California in the summertime.

Where Are They Now: Ami Doshi, University of Southern California


Ami Doshi graduated in May 2009 with a major in Business Management. During her time at Eller, she served as Vice President and then as President of Eller College Student Council.

What are you doing these days?

Currently I am a full-time dual-degree graduate student earning my Master in Business Administration and Master in Real Estate Development from USC Marshall School of Business and USC Sol Price School of Public Policy, respectively. I plan to reposition my career towards real estate, specifically focused on affordable housing and multifamily developments.

Personally, I am a huge fan of nature and try to get outdoors as often as possible. With many friends still in the Bay Area, I find myself traveling there frequently. I am also a yogi and I’m happy to be back in Southern California as most of my family is here and it has been great to be closer to my parents and brother.

What has your journey been like since graduating from Eller? 

Since I graduated 5 years ago, I explored a career in consulting with Deloitte Consulting and Primitive Logic. In between working at these firms I traveled to India and lived there for a year volunteering in slum communities in the scope of life skills within children and adolescents.

Do you have any advice for students?

Ask as many questions as you can to truly understand concepts and advice. Be prepared for meetings and be on time. Last, but definitely not least….send thank you notes with details about why you are thankful.


Student Spotlight: Tyler Worden, Citigroup

IMG_1424By Tyler Worden

Tyler is a junior finance and business economics double major. He is currently the Executive Vice President of the Financial Management Association. Additionally, Tyler has worked at the Economic and Business Research Center as a research assistant, a Financial Representative at Northwestern Mutual, a Brand Ambassador for Amazon.com, Inc., and is a graduate of the ELITE program.

This summer I will be doing a Summer Analyst internship in the Sales, Trading and Quantitative Analysis program at Citigroup in New York City, New York. My division is in what’s commonly referred to as “Sales and Trading”. Sales and Trading refers to the buying and selling of securities and other financial instruments. In layman’s terms, I will be what is commonly referred to as a “stock broker” or a “stock trader”.

As an intern, my chief responsibility will be aiding and assisting in the daily tasks of Analysts, Associates, Senior Vice Presidents and Managing Directors on the trading side of the business. I will have the opportunity to actively participate in the research, trading and marketing of securities to Citi’s institutional client base. Being an intern, I will rotate on three different trading desks in three separate divisions – equity, fixed income and municipals. Each three-week rotation will allow me the opportunity to gain a breadth of knowledge of the different products and services Citi provides, which will best educate me on what desk I want to work on after school.

Landing this opportunity was certainly not easy. After reaching out to Jeff Welter in the Professional Development Center in late October, he was able to put me in contact with Mark Blitzer, a UA alumni who works in Equities trading at Citi. After completing the application online, I reached out to Mark to set up an informational interview where I could learn more about Citi and its internship program. It was at this point that Mark took me under his wing and became my mentor. I would have phone conversations with Mark for 4-5 hours a week, and we would discuss global macroeconomic trends, monetary policy and its effect on trading, and other details that would be needed to succeed in the interviewing process.

After completing my first round of phone interviews with Citi analysts in late November, I was passed on to the Superday Final Round interview in February. In order to prepare for these final interviews, I worked with many individuals within Eller to best prepare myself, including Jeff Welter, Peter Corrigan, Melissa Rose, Fabio Mire and Alfonso Aceves. Without these individuals, I could not have landed this opportunity. I was flown out to New York in early February where I had five 20-minute interviews at the Citi trading floors. The next morning, I received a phone call from the HR department extending the offer to intern at Citi for the summer.

This internship will provide me a tremendous amount of opportunities and experiences that it’s almost too difficult to pick just one. I will be living in New York City, which will be quite the transition for me after being born and raised in Tucson, AZ. I will get to learn from some of the best and the brightest in the industry, meeting powerful and influential people who have become very successful in their own roles. But most importantly, I will have the opportunity to work in a field that I love and am passionate about, getting first-hand knowledge and skills that will be directly applicable to the full-time experience I am planning on pursuing.


Women in Capital Markets Day hosted by Edward Jones

By Kelly Chavez, Finance and Business Economics Major

EJOn March 6th, corporate partner Edward Jones hosted Women in Capital Markets Day at their headquarters in Tempe. The event brought about 20 Eller women scholars to learn more about the possibility of careers in capital markets and at Edward Jones. Prior to visiting, some students described their idea of the trading floor as being male-dominated, aggressive or loud, as it often appears in the movies, but the student job shadows helped break down those stereotypes.

Students took a bus from Tucson to Tempe where the day began with a welcome address from one of the firm’s general partners. After a brief overview of the company and its culture, students were broken into small groups and able to shadow each of the municipal bonds, corporate bonds, and equity desks. Students also had lunch to network with leaders and associates at the firm followed by a panel discussion and Q&A.

Finance major Kham To describes her experience:

My favorite part of the day was the ability to rotate through each trading desk and get a feel for what each trader did on a daily basis. Everybody was very informative and I learned a lot about trading municipal and corporate bonds as well as equity. They were all willing to answer our questions, too, which I found very helpful. 

The most important thing I learned from the Edward Jones experience is the positive company culture. I loved how inviting and calm the environment was. Everybody was doing their own thing while also talking to each other and having a good time. This is the type of work environment I can see myself in after I graduate from Eller. 

Edward Jones currently host the Edward Jones Portfolio challenge on campus and was recently named #6 on Fortune’s “100 Best Companies to Work For”, its twelfth consecutive year on the top ten.

Eller’s Newest Club Will be Making Impacts in the Tucson Community

By Victoria Preciado, Eller Service Honorary Community Outreach Director

Eller Service Honorary is Eller’s newest student organization. The purpose of the honorary is to bring together outstanding business students who are passionate about service and improving the Tucson community. Due to the high number of well qualified applicants, the club has recruited 120 members for their introductory semester.

Members in this club are split up into 10 committees depending on their interest and will be fulfilling 10 service hours per semester through committee organized service projects. The Service Honorary has created a partnership with the Boys & Girls club and will have one committee dedicated to that organization. Additional committee focuses will be: Animals, Education/Reading Programs, Food/Hunger Relief, Healthcare, Adopt-A-Street, Youth Outreach, Senior Citizen Service & Care, Veterans/Military, and Education/School Beautification. Eller Service Honorary hopes to greatly impact the community through coverage of diverse organizations and service projects.

We have many exciting projects planned allowing leadership from the Service Honorary members and involvement from all Eller students. Members will play an integral part in planning and facilitating Eller’s annual Make a Difference Day, as well as introducing “Be Kind Week” leading up to Eller’s two-day event. Additionally, Service Honorary members will be hosting Eller’s first business suit drive this spring semester. The suit drive will allow Eller students to participate in giving back by donating old business professional or business casual clothing.

Monthly meetings will allow all 120 members to convene as a group and learn of the progress of each committee’s projects. Members will be updated on the status of their committee service projects and be introduced to additional volunteer opportunities, as all members are welcomed and encouraged to take part in community events outside of their respective committee. Members will also be exposed and connected to non-profit leaders in the Tucson community through speakers at club meetings.

The Eller College of Management is thrilled to have an honorary focused on giving back. Eller Service Honorary members are excited to make a positive impact in the Tucson community.

Student Spotlight: Allen Hancock, Amazon

Allen HancockAllen is an MIS senior graduating this May. Some of his prior experiences include being a Logistics Operator/Supervisor for the U.S. Marine Corps, serving as an Enrollment Specialist in Veteran Affairs, and now working as an iOS Advisor for Apple. He will be an Area Manager for Amazon (location TBD) upon graduation.

Can you tell us more about the position that you’ve accepted?

As an Area Manager, one of my responsibilities will be to review the work forecasts and determine productivity requirements to meet the overall building objectives. I will also be partnering with other Area Managers to balance labor ensuring, that we are each operating a balanced and efficient shift while meeting all of our goals. In addition, Area Managers provide support for all safety programs and OSHA compliance to ensure a safe work environment for all associates and proactively identify and lead process improvement initiatives and Lean tools.

What was the application and interview process like for Amazon?

I had my first interview with amazon on campus. They ask a lot of questions about leadership and have a short math test. Then Amazon flew me out to Dallas Texas for my other Job interviews. It consisted of another math test and four more interviews, all in one day.

What do you look forward to most about the experience?

Amazon is loud and fast-paced, just the way I like it. I think I will do well in the company.