Leadership

Cory is a senior finance major at CSUSM with a strong passion for financial analysis and investment strategy. He currently works at Anchor Bay Capital, a financial services firm in Carlsbad, CA, where he is a licensed tax preparer and investment analyst. Following graduation, Cory aims to earn his CFA® and EA (Enrolled Agent) designations. Outside of his professional and academic pursuits, Cory enjoys playing beach volleyball, snowboarding, and photography.

 

Sanjay is a Finance major in his senior year at the College of Business at California State University, San Marcos. Sanjay has ambitions of pursuing a career in investments and the banking industry. He often spends his time researching and studying financial markets to master his craft. Sanjay is enrolled in Financial Edge’s Investment Banker degree program and is employed at Wells Fargo.

 

Itsarely is currently a Finance Major in the College of Business Administration at CSUSM. Itsarely is in their third year of college, aspiring to become a financial analyst after graduation. This role excites them, as it involves analyzing market trends, financial forecasting, and developing investment strategies to help organizations make informed decisions. In their free time, Itsarely enjoys volunteering at food distribution centers, while also indulging in their love for anime and crafting DIY projects. 

 

Ian is a Finance Major and current senior on track to graduate in the spring of 2025 with plans to break into the finance world as an equity research analyst. Ian’s main goal in 2024 was updating and transferring the funds entire holdings sheet into excel and streamlining its features to make managing decisions easier. Ian is a current CFA student member and is excited for what their future brings.