Grossman School of Business

Careers in Finance

Does the world of investment, stocks, mergers, and trading interest you? Are you considering a career in the finance world, but still not sure what it’s all about? The Careers in Finance panel is the place to explore these questions and more.

2026 Careers in Finance Event

Friday, March 20, 2026

About Careers in Finance

This alum-led panel and networking session opens a window into finance careers, hosted by the Grossman School of Business (GSB) features panelists from all facets of the financial world, from CEOs to presidents, partners to managers, and lawyers to advisors. 

The event is hosted by University of Vermont alumnus and Grossman School of Business Board of Advisors member James Flicker ’87, CFA, Managing Director at TAP Advisors. Students will hear firsthand perspectives from accomplished finance professionals and have the opportunity to build connections that can support internship and job searches.

Students from the Grossman School of Business are strongly encouraged to attend and can earn PEAKS points.

Careers in Finance
Friday, March 20
Keller Room, Ifshin Hall

Careers in Finance Schedule:
8:00 a.m. – 9:00 a.m.: Grossman School of Business Networking Breakfast
9:00 a.m. – 10:00 a.m.: Special Topic Breakouts and Panel Discussions (see descriptions below)
10:00 a.m. – 11:30 a.m.: Careers in Finance Panel 
11:30 a.m. – 1:00 p.m.: Grossman School of Business Networking Lunch and Informal Q&A

Register (Microsoft Form)

Panel Discussions

Wall Street 101

Adis Muminović will walk students through a restructuring that he managed at Swiss Re. The case study will explore various issues including:

  • How to tackle the basics of a DCF model 
  • Restructurings in private debt
  • Modeling best practices
  • Illustrate which basic pillars of a DCF model are most important 
  • The role analysts have in communicating the impact/analysis of the model
  • How AI impacts the analysis process

Wall Street 102: The Starboard Value takeover of Darden (Red Lobster, Olive Garden) restaurants

Anthony Rokovich is a Managing Director with Moelis & Co. in the real estate, lodging and leisure sectors. Anthony will present a transaction that has been adopted as a Harvard case study.

 

2026 Guest Panelists

Aaron Goldstein '19

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Aaron Goldstein

Aaron Goldstein works on the Private Investments team at Viking Global Investors, as a Senior Associate, focused on structured investments. Prior to joining Viking in 2025, Aaron was a Senior Associate at Onex Falcon, an Investment Banking Analyst at Progress Partners, and a member of the rotational leadership program at State Street. Aaron received a B.S. in finance from the University of Vermont in 2019.

Aaron currently resides in New York with his wife, Caitlyn, a graduate of UVM Nursing ’20, who is currently in medical school in New York, and their dog Gus.

Eric Krawitt '92

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Eric Krawitt

Eric Krawitt was raised in Shelburne, VT and is a graduate of Champlain Valley Union High School.  Currently Eric is a Senior Vice President, Financial Advisor at Morgan Stanley in the San Francisco office. He has over 30 years of experience in the financial services industry and has been with the firm since 1993. By putting his clients first and sincerely caring about helping them achieve their financial and life goals, Eric has developed a successful practice dedicated to building long-lasting relationships. Eric works with a goals first approach, taking the time to understand his clients’ financial goals to determine what financial tools are needed to achieve these goals. Eric’s enthusiasm for the financial services industry came from reading about Warren Buffet and an internship at Merrill Lynch in the Burlington, Vermont office while attending UVM. Eric graduated from the University of Vermont with a major in Political Science and Economics, where he was captain of the Cross Country and Track Teams.   

Outside the office, Eric enjoys spending time with his family, he has two sons. Eric is a member in the University of Vermont San Francisco Regional Board, AAEP (Foundation for the Horse), and is active in the running community.

Marie Mastro '93

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Marie Mastro

Marie is a Vice President and Stable Value Portfolio Manager at Goldman Sachs Asset Management, responsible for portfolio construction and management of stable value portfolios. Marie joined Goldman Sachs in 2012, as part of the firm’s acquisition of Dwight Asset Management Company, LLC, where she was responsible for stable value client management, third-party manager oversight, and stable value research and analytics. She is a member of the Board of Economic Advisors to the New York State Assembly Ways and Means Committee. Marie earned a BS in Business Administration and MBA from the University of Vermont.

Adis Muminović '16

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Adis Muminović

Adis Muminović is currently working as Business Manager at Swiss Re, a large reinsurance company. His main focus is to support the Private Debt sub asset class. Prior to this position, Adis spent ~2.5 years as an analyst at a real estate PE firm. That was the last stop of a couple real estate stints including investment sales and mortgage origination. 

Adis began in a portfolio valuation role focused on clients invested in US middle market loans after earning a B.S. from the University of Vermont Grossman School of Business in 2016 with a concentration in accounting and finance. Adis resides in Connecticut with his wife, a graduate of the Grossman School '18, and two children.

Paula Poss '92

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Paula Calirmont

Paula Clairmont Poss is the Head of Asset Management Technology Strategy & Delivery Governance at Fidelity and a member of the senior leadership team. In her role, Paula drives strategic direction, strengthens delivery governance, and ensures technology priorities are closely aligned with business goals across a large, complex organization.

Paula’s career journey has been shaped by a consistent focus on technology, strategy, problem‑solving, and translating ideas into execution. Over time, she has worked across roles that required navigating ambiguity, influencing without authority, and balancing long‑term strategy with near‑term results. These experiences ultimately led her into senior leadership, where she now partners closely with business, technology, and finance leaders to drive scale, resiliency, and innovation through technology.

A strong believer that careers are rarely linear, Paula is passionate about sharing lessons learned along the way — including how to make thoughtful career moves, build credibility early, seek out stretch opportunities, and develop leadership skills before holding formal leadership titles.

Paula is based in Boston, Massachusetts, and has spent her career in Asset Management Technology within Financial Services, working at large organizations, in early‑stage software companies and consulting environments.

Anthony Rokovich '89

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Anthony Rokovich

Anthony Rokovich is a Managing Director at Moelis & Company where he specializes in advising clients in the real estate, lodging and leisure sector. He has over 20 years of investment banking experience working on strategic and financing transactions.  Prior to Moelis & Company, Anthony was a Managing Director in the Real Estate, Lodging & Leisure Group at UBS. He previously worked in Real Estate Investment Banking at Merrill Lynch. 

Anthony holds a B.A. from the University of Vermont and an M.B.A. from the University of Chicago.