Department of Finance Advisory Board

Scholarship Award Information & Application

2023 Undergraduate Student Leadership Scholarship Award Information and Application

Research Award Information & Application

2024 Faculty Research Award Information and Application

Finance Student Mentorship Program Application

2025 Finance Student Mentorship Program Application

To assist the Department of Finance in (1) preparing its students for future careers and professional/personal growth, (2) enhancing student’s college experience, and (3) improving its advisory board member engagement by matching a student to a Finance Advisory Board (FAB) member who will mentor and support the student in various ways including the following areas:

  • Resume writing
  • Preparing job interviews
  • Discussing career options (e.g., industries, job functions, small vs. large companies)
  • Teaching and providing networking opportunities
  • Identifying internships and post-college jobs
  • Offering job shadowing opportunities
  • Reviewing course selections

Any interested finance student or FAB member in participating in the program should complete the Finance Student Mentoring Program Application located on this page.

The Finance Student Mentoring Program Lead will contact you to confirm your acceptance.

Student:

  • Within 2-3 days after each mentoring meeting, a student should send an email to his/her mentor.
  • The email should include a “thank you” and/or a few notes for the any follow up action items or the next meeting dates.
  • The Finance Student Mentoring Program Lead should be CC’d in the emails.
  • A student should be appropriately dressed for a mentoring meeting.

Mentor:

  • The first introductory virtual/in-person meeting with a student should be held within 30 days after the student-mentor match has been completed.

Student and Mentor:

  • A mentor and a student should discuss and agree on the frequency of meetings. A minimum of two virtual/in-person meetings (including the introductory meeting) should be scheduled during an academic year.
  • An in-person meeting should be at a “public” place (e.g., a coffee shop or a library room).
  • If there are any questions, issues, concerns or suggestions, please contact the Finance Student Mentoring Program Lead.

Advisory Board Members

Tyler Amos, CFP®

Tyler Amos, CFP®
Title: Vice President- Sr. Financial Consultant, Charles Schwab & Co., Inc.
Dept/Program: Department of Finance Advisory Board


Rachel Byerly

Rachel Byerly
Title: Chief Financial Officer, Green Circle Growers
Dept/Program: Department of Finance Advisory Board


Taesun Cha

Taesun Cha
Title: VP and Controller-Retired, Kent Displays, Inc.
Dept/Program: Department of Finance Advisory Board


Charles Grimm, MBA, CPA, PFS, CFP®

Charles Grimm, MBA, CPA, PFS, CFP®
Title: Senior Wealth Advisor-Managing Director, MAI Capital Management
Dept/Program: Department of Finance Advisory Board


Sean M. Joyce, CPA
Title: Chief Financial Officer/Vice President of Operations, Stan Hywet Hall & Gardens
Dept/Program: Department of Finance Advisory Board


C. Kevin McComas
Title: Chief Financial Officer, Remington Products Company
Dept/Program: Department of Finance Advisory Board


Rachel Shepard

Rachel Shepard
Title: Executive Chair and CEO, LonaRock, LLC.
Dept/Program: Department of Finance Advisory Board


Theodore Walter

Theodore Walter
Title: President, Akron-Canton-Youngstown, Fifth Third Bank Northeaster
Dept/Program: Department of Finance Advisory Board


Aaron Barnhart

Aaron Barnhart
Title: Senior Vice President- Retail Sales Leader, Westfield Bank
Dept/Program: Department of Finance Advisory Board


Kleber Calbo

Kleber Calbo
Title: Chief Finance Officer-Americas, Pepperl+Fuchs, Inc.
Dept/Program: Department of Finance Advisory Board


Michael Chisnell, J., CFP®, QPFC, AIF®, CBC

Michael Chisnell, J., CFP®, QPFC, AIF®, CBC
Title: Partner & Chief Investment Officer, Bruton Chisnell Advisors
Dept/Program: Department of Finance Advisory Board


David M. Hamrick
Title: Chief Financial Officer, InfoCision Management Corporation
Dept/Program: Department of Finance Advisory Board


Robert Malone, JD

Robert Malone, JD
Title: Partner, Buckingham Doolittle & Burroughs
Dept/Program: Department of Finance Advisory Board; GW Daverio School of Accountancy


Craig Reker
Title: Senior Vice President, Middle Market Banking, Huntington National Bank
Dept/Program: Department of Finance Advisory Board


Amanda Strickler

Amanda Strickler
Title: Director- Financial Planning & Analysis, ACRT Services
Dept/Program: Department of Finance Advisory Board


Craig Welch,CFP®, CLU®

Craig Welch,CFP®, CLU®
Title: President & CEO, Long Road Risk Management Services, LLC
Dept/Program: Department of Finance Advisory Board