Jennifer Schultz is currently a Senior Manager in Boeing International Government and Defense. In this role she leads a team of finance professionals supporting the execution of various programs all around the world. Prior to this role, she was the Senior Finance Manager overseeing F-15 production programs. She’s also had leadership roles in Financial Planning & Analysis and an alumni of the Business Leadership Rotation Program (BLRP), having management rotations in F-15 Finance as well as Information Technology Program Strategy and Execution.
Jennifer began her career at Boeing in 2005 and gained experience across various business units within the company and in various capacities, including Financial Planning, Financial Operations, and Estimating and Pricing. She also served as Chief of Staff to the EO&T Finance VP/CFO along with various special project assignments throughout her career.
Jennifer holds a Bachelor’s of Science in Mathematics from the University of Missouri – St. Louis and a Masters in Business Administration from Saint Louis University. She resides in Saint Charles, Missouri with her husband and four young children. She spends much of her free time with family, friends, and supporting various school and sporting events.
My name is Kevin Brennan. I am a Bank Examiner with the Office of the Comptroller of the Currency (OCC). The OCC charters, regulates, and supervises all national banks and federal savings associations. Large banks, such as Bank of America, Wells Fargo, etc. each have a dedicated team of examiners. The remaining community banks are supervised by a number of field offices throughout the country, and examiners in each office typically work in teams to supervise the banks. Bank examiners are responsible for supervision and regulation of the banks. Examiners usually spend roughly 2 weeks (or longer depending on the size of the bank) onsite at the bank. Examiners rotate around to banks within the portfolio of banks assigned to their office. Exams occur every 12-18 months at each bank. In the broadest sense, examiners are ensuring that banks are operating in a safe and sound manner and in compliance with laws and regulations.
I started my career in Wichita, Kansas on a training team just under 6 years ago right after graduating from college. I worked in Kansas for about three years and the remainder of the time I’ve been in St. Louis. In Wichita, I traveled frequently to banks around the state for exams. In St. Louis, I travel to banks in parts of Missouri and Illinois. I am a “generalist” examiner, so my assignments can cover any of the many areas that we review, most often I am reviewing individual commercial loans or looking at the performance of the overall portfolio. I am currently preparing to take the Uniformed Commissioned Examiner (UCE) test, which provides additional authority in bank supervision. Additionally, the OCC has funded the fees and prep materials for me to obtain the Chartered Financial Analyst certification. I took the first two parts in 2018 and 2019, and I plan to take part 3 after completing the UCE. I decided to take these tests in order to allow me to specialize in the capital markets area of examining in the future.
Not everyone experiences food stamps growing up. For a period of time, Travis Freeman did. This made him obsessed with understanding the powers of money and financial planning. After earning a B.S. in Finance and Economics from Missouri State University, Travis started an independent financial planning practice to help people build and manage wealth. In 2018, Travis and his team merged with Moneta to gain access to new resources and solutions for his clients. He focuses on serving affluent business executives and their families.
Travis is a frequent television guest on local KTVI Channel 2 and has been quoted in numerous publications, such as The Wall Street Journal, St. Louis Business Journal, St. Louis Magazine, Kansas City Business Journal, Plan Sponsor Magazine, Investment News and more. He also published a book titled, Make Your Money Work.
Outside of work, Travis and his wife, Marina, enjoy traveling and spending time with their identical twin boys, Bruce and Dominic. Travis also enjoys golf and spending time outdoors, especially if sporting clays are involved.
Weihong is a serial entrepreneur and is currently the founder of an AI+Fintech startup in Boston. His team utilizes AI, big data and machine learning technologies to predict the financial anomalies and social impacts of the US public companies. Previously he co-founded and CTO’ed two startups in the AI recruiting industry. Prior to his entrepreneurial life, he was an algorithm researcher and scientist in a number of research firms and universities. He had a PhD degree in Computer Science/Artificial Intelligence and a bachelor’s degree in Mathematics. He published 20+ international papers and had 3 US patents.
Timothy Dombrowski is an Assistant Professor of Finance at the University of Missouri-St. Louis. He holds a Ph.D. from Louisiana State University with a major in Finance, minor in Economics, and graduate certificate in Econometrics. He also received a B.A. in Accounting and Mathematics from Saint Leo University. His research focuses on a variety of topics across real estate finance, including risk management in mortgage markets, flood insurance markets, and innovations in financial technology. He has articles published in the Journal of Real Estate Finance and Economics, Advances in Econometrics, Journal of Housing Research, and others. Dombrowski also takes an active role on campus as the faculty advisor of the Finance Club, which hosts an annual Finance Career Conference as well as other events.