I joined the faculty at Rhodes in 2008 after spending over 30 years in various corporate positions as a Chief Executive Officer, Portfolio Manager and Financial Advisor. At the time I was guest-lecturing to Rhodes Business students about intricacies of the 2008 financial crisis. In the midst of those visits to Rhodes I developed a passion for assisting students in the development of skill sets that focus on two areas that I consider to be key as a student approaches graduation. The first involves how to manage one’s financial resources with confidence and discipline, and the second involves how to approach the career selection and job search processes in very professional and refined manners.
The 2008 financial crisis has made both financial and career environments far more complex for the student; my having successfully navigated a portfolio of investments through one of the most difficult times in the history of financial markets, I realize that each student needs to be integrally involved in his or her financial affairs, and NOW is the time to start. As such, I have crystallized an objective to help the student understand and quantify financial issues, and avoid mistakes that recent financial history has, unfortunately left behind for all families to deal with.
I designed my Personal Finance course for non-Commerce & Business majors, and I am acutely interested in students learning tools that can lead to financial security and an understanding of the importance of employing disciplined budgeting, debt management and investment techniques as they prepare to graduate. BUS 280 very much focuses on “the practical”, and covers topics ranging all the way from buying a car, to managing one’s taxes, to investing one’s 401(k) savings, all in a very hands on manner.
In my Career Focus, Professional Development and Internship classes, I address a variety of techniques designed to give the student an “edge” in interviewing for a job, while refining key professional writing and communication skills that facilitate that process. The development of a strong workplace ethical base is also a focus of the classes.
In approaching the classroom, I am a firm believer in the atmosphere being proactive, interactive and responsive to what topics matter to the students themselves…we use cases and class projects, and have some fun along the way.
M.S., Accounting, University of Virginia (1977)
B.S., Accounting, University of Virginia (1976)
Certified Public Accountant (CPA)
Certified Management Accountant (CMA)
Certified Financial Planner (CFP)
Chartered Financial Consultant (ChFC)
Personal Financial Specialist (PFS)
Certified Internal Auditor (CIA)
Certified Fraud Examiner (CFE)
BUS 280 - Personal Financial Management
BUS 300 - Career Focus
BUS 460 - Internship/Professional Development
BUS 461 - Internship