LMU FinLit Workshops: Your Path to Financial Success
The CBA launched a new webinar series for all LMU students to enhance their financial literacy. Members of our Finance Targeted Affinity Council - who are also CBA alumni - recorded short 10-15 min. workshops on various financial literacy topics.
Workshop #1: Build Your Wealth on the Road to Financial Independence
Jon Ekoniak '89
- Majored in Finance at LMU
- MBA from Stanford Graduate School of Business
- Career spans equity research, high tech and wealth management
- Partner at Bordeaux Wealth Advisors, a Bay Area firm that serves ultra high net worth clientele
Workshop #2: Follow the Money: Evaluating a Job Offer
Bob Parker '89
- Majored in Finance at LMU
- MBA from Santa Clara University
- CFO for two Silicon Valley startups
- Raised $500M in equity and debt from venture capitalists
- Two kids went to LMU
Workshop #3: Personal Budgeting
Cliff Wang '07, MBA '10
- Double majored in Finance and Management at LMU
- MBA from LMU
- Career spans across various aspects of finance in the entertainment industry
- Currently in Finance & Operations at NBCUniversal for a group called Peacock Kids, which develops, produces, and distributes content for kids
Workshop #4: Saving to Invest
Ralph Birchmeier '91
- Double majored in Accounting and Biology at LMU
- MBA from Columbia Business School
- Worked as a CPA for a large accounting firm, auditing and consulting for private and public companies
- Served as partner at Brandes Investment Partners before retiring in 2018
Workshop #5: Building a Secure Retirement
Jon Ekoniak '89
- Majored in Finance at LMU
- MBA from Stanford Graduate School of Business
- Career spans equity research, high tech and wealth management
- Partner at Bordeaux Wealth Advisors, a Bay Area firm that serves ultra high net worth clientele
Workshop #6: Calculating Payments & Building Credit
Bob Parker '89
- Majored in Finance at LMU
- MBA from Santa Clara University
- CFO for two Silicon Valley startups
- Raised $500M in equity and debt from venture capitalists
- Two kids went to LMU
Workshop #7: Taxes, Insurance and Financial Tools
Jon Ekoniak '89
- Majored in Finance at LMU
- MBA from Stanford Graduate School of Business
- Career spans equity research, high tech and wealth management
- Partner at Bordeaux Wealth Advisors, a Bay Area firm that serves ultra high net worth clientele