Committee Meeting, Group Meeting, Interest Group, Interest Group Meetings, Virtual Events & Programming, Young Leaders

Day in the Life Career Event Series: Fintech

October 13, 2020 | 6:30 PM - 7:30 PM

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The Young Leaders Group “Day in the Life” Career Event Series aims to provide members with targeted opportunities to meet other professionals in specific business functions in financial services, exchange ideas, as well as promote collaboration or possible career opportunities. The events include a panel discussion of speakers working in the focus industry and a networking session for members to get to know each other.

Join us to get an overview of the Fintech industry as we invite members of CFA Society New York to share their roles, day-to-day tasks, and advice on how to break-in and/or transition from financial services. We will discuss the recent trends affecting the sector, as well as career advancement and potential exit opportunities.

Young Leaders Group



Maggie Wong, CFA, Product Manager, Morgan Stanley


Patrick Duffner, CFA, Business Development, IMTC

Stephen Mathai-Davis, CFA, CQF, Co-Founder & Chief Executive Officer,

Alex Schumacher, CFA, Manager, Finance & Regulation, Rally

Yanny Young, CFA, CAIA, Presales Engineer, Numerix