College Experiences That Helped A Portfolio Manager At Private Bank Succeed

James, a portfolio manager, attributes their career success to "organization and being able to prioritize really effectively," skills honed by juggling a demanding extracurricular schedule in undergrad. This proactive approach, prioritizing a "3.5 and let me actually do something meaningful," demonstrates the value of impactful experiences alongside strong academics.

Organization, Prioritization, Time Management, Extracurricular Activities, Leadership

Advizer Information

Name

Job Title

Company

Undergrad

Grad Programs

Majors

Industries

Job Functions

Traits

James A Vogl

Portfolio Manager

Private Bank

Iowa State University 2006

MBA, Ucla Anderson school management, full-time program 2013; masters of education at Millikin University, 2008

History, Art History

Finance (Banking, Fintech, Investing)

Finance

Video Highlights

1. Prioritize effectively and organize well.

2. Be involved in extracurricular activities and balance them with academics.

3. Develop valuable skill sets by actively participating in various activities and responsibilities.

Transcript

What did you do in undergrad to set up for success in your career?

That's just super involved in extracurriculars, which made it a little more difficult. You've got a term paper due Friday, and a whole bunch of other activities and responsibilities.

This goes back to what I mentioned earlier about organization and being able to prioritize effectively. I think both of those are tremendously valuable skill sets.

I developed them because I wanted to be involved in a lot of things. I saw other people who were just getting a 3.0. I wanted a 3.5 and to actually do something meaningful.

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