Financial Planning Students Attend National Conference

Tuesday, March 7, 2017

by Kayla E. Lane ‘17

Two Saint Joseph’s University students were among the 50 undergraduates present at the TD Ameritrade Institutional annual investment advisor conference, National LINC 2017, Feb. 1-4,  in San Diego, California.

Daniel Elias ’17, a native of Carlisle, Pennsylvania, and Andrew Hruszanyk ’17, from Monroe Township, New Jersey, joined financial planning students from 25 colleges and universities and over 3,200 financial advisors and other financial services industry professionals for panel discussions, breakout sessions and networking events with advisors and leaders within TD Ameritrade Institutional.

This year’s conference featured keynote sessions with David Cameron, former Prime Minister of the United Kingdom; Salim Ismail, chair and co-founder of ExO Works; Lisa Bodell, CEO of futurethink; Keren Elzari, former hacker turned cybersecurity expert; and Tim Hockey, president and CEO of TD Ameritrade.

Elias, an accounting major with minors in business intelligence & analytics and financial planning, noted how the experience enriched both students’ overall knowledge and engagement with the financial planning industry.

“We were able to network with not only a massive community of employers but also the other students that were in attendance from across the country,” says Elias. “There were also some really amazing speakers, like David Cameron, who talked about a range of topics from cyber security to products that could help someone make their business more efficient and profitable.”

Along with helping students throughout their undergraduate careers through various internship and training programs, the company has developed programs to help aspiring advisors secure post-graduation employment. Presently TD Ameritrade Institutional has engaged with more than 200 students through its “NextGen” efforts.

Hruszanyk, a double major in financial planning and finance, expressed his appreciation for the hands on experience and insight he gained during the event.

“I think experiences like these can make students more confident because you are being thrown into an environment that is outside of your comfort zone,” says Hruszanyk. “I am very grateful to have been selected for this conference and urge anyone who has the opportunity to attend.”



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