online-investing-brochure-fall-2021

Amanda Strack - Associate Financial Representative Amanda graduated from Millersville University in 2018 with a Bachelor’s in Business Administration and a concentration in Accounting and Finance While at Millersville, she was a member of the track and field team as a javelin and hammer thrower After graduation from Millersville University, she began working for Northwestern Mutual Amanda is currently an Associate Financial Representative who works internally for the firm and helps with investment and insurance operations as well as building financial plans for their advisors and clients As an alumni, she continues to stay a part of the Millersville Community as a volunteer track and field coach Mike Gumpper -Professor of Economics Prior to joining Millersville University 27 years ago, Mike spent 20 years serving as the Director of the Center for Economic Education and provided support and training to regional k-12 educators who participated in programs offered by the National Council for Economic Education such as the Stock Market Game, Business Plan Competition, and the Economics Challenge In 2017, Mike developed the Marauder Fund Student Investment Association and served as the faculty advisor until Fall 2021 The Marauder Fund is part of the MU Foundation and is an actively managed investment portfolio administered by Millersville University undergraduates For more info on the Marauder Fund, check out their website https://www.millersville.edu/ economics/marauder-fund.php PANELIST BIOS 10.20.21 Michael J Dieter, CMFC® - Wealth Consultant Michael has been guiding individuals and business owners in the financial services industry since 2003 A graduate of Millersville University, Mike earned his CMFC®, Chartered Mutual Fund Counselor, designation through the College For Financial Planning in 2005 He established Dieter Financial Services in 2007, which later became Waterfront Financial Waterfront Financial’ s goal is to care for their clients in an exceptional way Danielle Franklin - Financial Advisor Danielle is a Bloomsburg alumnus who graduated with a degree in finance and Chinese She played field hockey and studied abroad during her time in college When Danielle isn’t working you can usually find her in a plane heading to her next travel destination Danielle started with Northwestern Mutual in the summer of 2018 as a financial representative Danielle is actively involved in her Diversity, Equity, and Inclusion Council as a DEI leader in her network office She is also now the College Unit Director for the Wallover District Office in Lancaster, PA Steven E Russell, Esq., -MBA Portfolio Manager, Finance & Banking Innovation Coverage: Financial Services, Banks, REITs 19 Yrs Tenure Matt Libonati -Credit Risk Analyst Matt graduated from Millersville University in December 2017 with a major in economics and a minor in finance He is currently pursuing his masters degree in data science at Northwestern University Professionally, Matt has 4.5 years credit risk experience working with commercial and consumer loans His current profession is a Credit Risk Analyst at College Ave Student Loans where he spends most of his time with their decision engine for underwriting loans and mining data from big data repositories His ultimate goal is to continue pursuing his passion for data analytics so that one day he can develop and employ his own advanced A.I models within the financial sector Mr Russell is a Co-Manager of the Emerald Finance & Banking Innovation Fund and a Senior Research Analyst for Emerald Advisers In addition, he is a Portfolio Manager for the Emerald Financial Services Private Equity Fund I, LP Prior to joining Emerald in 2005, Mr Russell founded Greenwood Advisers, LLC, a registered investment adviser Previously, he served as Managing Director of iNetworks, LLC a private equity firm located in Western Pennsylvania Prior to joining iNetworks, LLC, Mr Russell served as Senior Vice President and Portfolio Manager of Emerald Advisers, where he served as Manager of the Emerald Technology Fund and co-manager of the Emerald Select Banking Fund He was also a Principal and Founding Partner of Emerald Venture Capital Mr Russell served as Senior Private Equity Analyst for the Pennsylvania Public School Employees’ Retirement System (PSERS), where he administered PSERS’ $1.2 billion commitment of private investments, including leveraged buyouts, destressed investments, mezzanine, and growth equities From 1996 to 1997, he administered PSERS’ $400 million Developmental Fund and $100 million Absolute Return Program Mr Russell serves on the Board of Arbitrators for the Financial Industry Regulatory Authority (FINRA), and has appeared on CNBC, Bloomberg Television, and other investment-oriented programs He has been quoted in various international media, including The Wall Street Journal, Smart Money Magazine, Bloomberg Business News, Dow Jones News Service and Market Watch Mr Russell received both his JD and MBA degrees from Temple University and a BA degree in Banking and Finance from Morehouse College Mr Russell is licensed to practice law in the State of New Jersey and has passed the NASD Series 63 exam