TOM BARKLEY
Address: Whitman School of Management, Syracuse University, Department of Finance,
721 University Avenue, Syracuse, NY 13244-2450
Phone: 315-443-8107 (office); 315-442-1449 (fax); 352-284-3400 (cell)
Email: [email protected]
AREAS OF INTEREST
• Research: Derivatives, Alternative Investments, Corporate Valuation, Working Capital Management
• Teaching: Derivatives, Alternative Investments, Corporate Finance, Working Capital Management
EDUCATION
• Ph.D. in Finance; Finance, Insurance and Real Estate Department, Warrington College of Business,
University of Florida, Gainesville, FL Aug. 2007
• Master of Business Administration in International Management; Thunderbird, The American School of
International Management, Glendale, AZ Dec. 2000
• Post-Graduate Certificate in Education (Secondary School Mathematics); Center for Educational Studies,
King’s College London, University of London, England July 1993
• Bachelor of .Science in Mathematics (with Honors), Associate of the Royal College of Science; Imperial
College of Science, Technology and Medicine, University of London, England June 1989
PROFESSIONAL DESIGNATIONS/CERTIFICATIONS
• Certified Treasury Professional; Association for Financial Professionals (AFP) Dec. 2020
• Financial Modeling & Valuation Analyst; Corporate Finance Institute (CFI) July 2020
• Bloomberg Market Concepts; Bloomberg May 2020
• Energy Risk Professional; Global Association of Risk Professionals (GARP) Aug. 2019
• Chartered Alternative Investment Analyst; CAIA Association 2014
• Chartered Merger and Acquisition Professional; Middle Market Investment Banking Assoc. July 2010
• Financial Risk Manager; Global Association of Risk Professionals (GARP) Nov. 2004
• Chartered Financial Analyst; CFA Institute Sep. 2004
• Exams 1 and 2; Society of Actuaries 2001
ACADEMIC AND PROFESSIONAL EXPERIENCE
• Professor of Finance Practice; Finance Department, Whitman School of Management, Syracuse University,
Syracuse, NY Aug. 2018 – Present
• Assistant Professor of Finance Practice; Finance Department, Whitman School of Management, Syracuse
University, Syracuse, NY Aug. 2011 – Aug. 2018
• Assistant Professor of Finance; Finance Department, Whitman School of Management, Syracuse
University, Syracuse, NY Aug. 2007 – July 2011
• Graduate Assistant; Finance, Insurance and Real Estate Department, Warrington College of Business,
University of Florida, Gainesville, FL Aug. 2002 – July 2007
• Manager Research; Enron (Research Group), Houston, TX Dec. 2000 – Jan. 2002
• General Manager; Publicações Evangélicas Selecionadas, São Paulo, Brazil Sep. 1998 – Aug. 1999
• Mathematics Teacher, Database Manager, Head of Physical Education Department; Kingsway Academy,
Nassau, Bahamas Sep. 1993 – Aug. 1998
• Bank Officer; National Westminster Bank, PLC, Tonbridge, England Feb. 1991 – June 1992
• Grocery Assistant; Sainsbury’s, PLC, Norbury and Streatham Common, England June 1989 – Feb. 1991
• Summer Internship as a Clerical Assistant, Actuarial Valuations Section; Royal Life Insurance, PLC,
Liverpool, England July 1987 – Sep. 1987
RESEARCH
PUBLICATIONS
• “Working Capital Management: Concepts and Strategies,” edited by H. Kent Baker, Greg Filbeck, and Tom
Barkley, forthcoming at World Scientific
• “Teaching an Updated Undergraduate Fixed-Income Course,” with H. Kent Baker, Greg Filbeck, Hunter M.
Holzhauer, Dianna Preece, and Andrew C. Spieler, forthcoming at Journal of Financial Education
• “Free Cash Flow Valuation Analysis,” Chapter 11 in “Equity Markets, Valuation, and Analysis,” edited by
H. Kent Baker, Greg Filbeck, and Halil Kiymaz, John Wiley and Sons, Inc., Hoboken, NJ
• “Interest Rate Risk, Measurement, and Management,” Chapter 3 in “Debt Markets and Investments,” edited
by H. Kent Baker, Greg Filbeck, and Andrew C. Spieler, Oxford University Press USA, New York, NY
• “A Panel Discussion on Commodities,” with H. Kent Baker, Greg Filbeck, Jeffrey H. Harris, Hunter M.
Holzhauer, Dianna Preece, and Andrew C. Spieler, Alternative Investment Analyst Review, Volume 8, Issue
2, 2019.
• “Energy Risk Management,” with Mingwei (Max) Liang and Andrew Spieler, Chapter 24 in “Commodities:
Markets, Performance, and Strategies,” edited by H. Kent Baker, Greg Filbeck, and Jeffrey H. Harris,
Oxford University Press USA, New York, NY
• “Corporate Payout Policy and CEO Compensation Structure,” with Lee-Hsien Pan and Shaio-Yan Huang,
International Journal of Accounting and Financial Reporting, Volume 8, June 2018.
• “Permanent Sales Increase and Investment,” with Peter Koveos and Insun Yang, Journal of Empirical
Finance, Volume 34, December 2015.
COMPLETED WORKING PAPERS
• “Employing Machine Learning Classification Strategies to Identify Outperforming Real Estate Securities,”
with Zane W. Carmean, and Milena Petrova
• “The Determinants and Time-Variation of Price Discovery: Evidence from the S&P 500 Index across Stock,
Futures, and Options Markets,” with Andy Naranjo, and Mahen Nimalendran
• “Where’s the Liquidity? Information and Trading Costs in Asset Pricing,” with Andy Naranjo, and Mahen
Nimalendran
• “Corporate Governance and Firm Performance for Chinese, Hong Kong, Taiwanese and Indian Companies
Listed on U.S. Stock Exchanges,” with Lee-Hsien Pan
WORKS IN PROGRESS
• “Working Capital Management: Concepts and Strategies,” co-editor with H. Kent Baker and Greg Filbeck
• “Bond Pricing, Duration and Convexity (between Coupon Payment Dates)”
• “A Comparison of Discounted Cash Flow Methodologies”
RESEARCH TRANSLATION WORK
• “Information Asymmetry around Operational Risk Announcements,” by Ahmed Barakat, Anna Chernobai,
and Mark Wahrenburg, published in the Journal of Banking and Finance Nov. 2014
• “Aggregate Jump and Volatility Risk in the Cross-Section of Stock Returns,” by Martijn Cremers, Michael
Halling, and David Weinbaum, published in the Journal of Finance Nov. 2014
CONFERENCE PRESENTATIONS
• “Where’s the Liquidity? Information and Trading Costs in Asset Pricing,” with Andy Naranjo, and Mahen
Nimalendran, at the Financial Management Association European Conference, Turin, Italy June 2009
INVITED PRESENTATIONS
• Jamaica Stock Exchange workshops on International Finance and Company Valuation Oct. 2010
• Frank G. Zarb School of Business, Hofstra University, NY Mar. 2009
• New York Accounting and Finance Forum (NYAFF), Binghamton University, NY Sep. 2008
PROFESSIONAL SERVICE (ACADEMIC)
• Session Chair and Discussant at a session of the Annual Southern Finance Association Meeting, Key West,
FL Nov. 2022
• Discussant at a session of the Annual Financial Management Association Meetings, Atlanta, GA
Oct. 2022
• Discussant at a session of the Annual Financial Management Association Meetings, presented virtually
Oct. 2021
• Panelist at a Panel Session on “Equity Markets, Valuation and Analysis” at the Annual Southern Finance
Association Meeting, held virtually Nov. 2020
• Panelist at a Panel Session on “Bond Markets and Investments” at the Annual Southern Finance Association
Meeting, Orlando, FL Nov. 2019
• Discussant at a session of the Annual Financial Management Association Meetings, New Orleans, LA
Oct. 2019
• Attended and successfully completed “Applied Machine Learning” course by Emeritus Institute of
Management and Columbia Engineering Executive Education June 2019
• Attended and successfully completed “Teaching with Cases Part I” course at Harvard Business School
June 2019
• Panelist at a Panel Session on “Commodities” at the Annual Southern Finance Association Meeting,
Asheville, NC Nov. 2018
• Discussant at a session of the Annual Financial Management Association Meetings, San Diego, CA
Oct. 2018
• Discussant at a session of the Annual Financial Management Association Meetings, Boston, MA
Oct. 2017
• Session Chair and Discussant at several sessions of the Annual Financial Management Association
Meetings, Las Vegas, NV Oct. 2016
• Session Chair and Discussant at several sessions of the Annual Financial Management Association
Meetings, Orlando, FL Oct. 2015
• Discussant at a session of the Annual Financial Management Association Meetings, Nashville, TN
Oct. 2014
• Panelist (substitute) at a Special Panel Session on the “Future of Specialty Masters Programs in Finance” at
the Annual Financial Management Association Meetings, Chicago, IL Oct. 2013
• Session Chair, Discussant and Reviewer of Papers for several sessions of the Annual Financial Management
Association Meetings, Atlanta, GA Oct. 2012
• Session Chair, Discussant and Reviewer of Papers for several sessions of the Annual Financial Management
Association Meetings, Denver, CO Oct. 2011
• Session Chair and Discussant at several sessions of the Annual Financial Management Association
Meetings, Reno, NV Oct. 2009
• Invited panelist (one of three) for an Alternative Analysts’ Forum of the New York Society of Security
Analysts (NYSSA) – “Equity Options Markets: The Evolving Order for Executing Trades” Nov. 2008
• Session Chair and Discussant at several sessions of the Annual Financial Management Association
Meetings, Grapevine, TX Oct. 2008
• Session Chair and Discussant at several sessions of the Annual Financial Management Association
Meetings, Orlando, FL Oct. 2007
• Discussant at a session of the Annual Financial Management Association Meetings, New Orleans, LA
Oct. 2005
• Ad Hoc Referee for: Journal of Economics and Business
PROFESSIONAL SERVICE (INDUSTRY)
• Northern Credit Union, Supervisory Committee Member September 2022 – Present
• Countryside Federal Credit Union, Board Member June 2015 – August 2022
• Countryside Federal Credit Union, Supervisory Committee Member June 2013 – August 2022
• CFA Institute, Active volunteer supporting the CFA Program Mar. 2023
• CFA Institute, Active volunteer supporting the CFA Program June 2022
• CFA Institute, Active volunteer supporting the CFA Program Jan. 2022
• CFA Institute, Active volunteer supporting the CFA Program June 2021
• CFA Institute, Active volunteer supporting the CFA Program June 2019
• CFA Institute, Active volunteer supporting the CFA Program June 2018
• CFA Institute, Active volunteer supporting the CFA Program June 2016
• CFA Institute, Active volunteer supporting the CFA Program June 2015
• CFA Institute, Active volunteer supporting the CFA Program June 2014
• CFA Institute, Active volunteer supporting the CFA Program June 2013
• CFA Institute, Active volunteer supporting the CFA Program June 2012
MEDIA CLIPS
• Fall 2015: mentioned in the article “How I Spent Summer Break” in the Whitman Magazine
• Spring 2015: featured in the article “Math Matters” in the Syracuse University Magazine
• 08/12/2015: interviewed by Chris Bolt on Syracuse’s local NPR affiliate, 88.3 WAER, on what the August
China currency devaluation could mean for Central New York
• Spring 2014: featured in the article “Professors of Practice Bring Industry Insight to Classroom Curriculum”
in the Whitman Magazine
• 12/13/2012: appeared on Financial Fitness, a panel discussion about the fiscal cliff, organized by Vicki
Brackens on WCNY
• 09/08/2011: appeared on Financial Fitness, a panel discussion about investment opportunities ten years after
9/11, organized by Dan Pluff on WCNY
• 01/13/2011: appeared on Central Issues, a panel discussion about how to avoid investment fraud and tips for
wise investing, organized by George Kilpatrick on WCNY
• 09/30/2010: appeared on Financial Fitness, a panel discussion about investment opportunities in the current
economic conditions, organized by Dan Pluff on WCNY
• 12/07/2009: interviewed by WSYR-TV, Channel 9, on the Penn-Traffic bankruptcy and compensation paid
to the company’s top executives
• 09/17/2009: appeared on the season opener of Financial Fitness, a panel discussion about the financial year
in review organized by Dan Pluff on WCNY
• 08/17/2009: interviewed by Syracuse's local NPR affiliate, 88.5 WAER, about the privatization of airports,
specifically Hancock Airport in Central New York
• 03/31/2009: phone interview on WHCU 870 AM about the differences between national and regional banks,
and their performance
• 02/27/2009: appeared on a WSTM, Channel 3, news broadcast about Citibank and government ownership
• 11/20/2008: appeared on Financial Fitness, a panel discussion about the economic crisis organized by Dan
Pluff on WCNY
• 10/24/2008: appeared on a WCNY Business Close Up panel discussion about the economic crisis
• 10/01/2008: interviewed by Syracuse’s local NPR affiliate, 88.5 WAER, and appeared on WTVH, the local
CBS affiliate, on the current turmoil on Wall Street and the proposed bailout
• 09/30/2008: appeared on a Channel 5 panel discussion about the economic crisis
• 09/16/2008: interviewed by CDTV.net and WTVH about the Lehman Brothers collapse, Bank of America
buying Merrill Lynch, and investment banking trends
• 09/02/2008: quoted in the September/October 2008 issue of Personal Real Estate Investor magazine in an
article about real estate opportunities in Syracuse
• 07/25/2008: commented on the Ford plant conversions in a WSYR-TV report
• 03/18/2008: quoted in the March 18 edition of the Syracuse Post-Standard in an article about the recent sale
of Bear Stearns to JP Morgan Chase
TEACHING
SYRACUSE UNIVERSITY
• FIN 659 – Intro to Derivatives – Lead Instructor (1 section) (1 section) Spring 2022
ο MBA@Syracuse (online)
• FIN 400/600 – Alternative Investments – Instructor (1 section) Spring 2022
ο Cross-listed course: Undergraduate, MBA, MS in Finance (MSF)
• FIN 459/659 – Intro to Derivatives – Instructor (1 section) Spring 2022
ο Cross-listed course: Undergraduate, MBA, MS in Finance (MSF)
• FIN 400/600 – Alternative Investments (Intensive) – Co-Instructor (2 sections) Winterim 2023
ο Cross-listed course: Undergraduate, MBA, MBA@Syracuse, MS in Finance (MSF)
• MBC 700 – Alternative Investments – Co-Instructor (1 section) Fall 2022
ο MBA@Syracuse (weekend residency)
• FIN 751 – Corporate Financial Policy and Strategy – Instructor (1+1 sections) Fall 2022
ο MBA, MS in Finance (MSF), MS in Accounting (MSA)
ο MBA@Syracuse (online) – Lead Instructor (1 section)
• FIN 452/652 – Working Capital Management – Instructor (1 section) Fall 2022
ο Cross-listed course: Undergraduate, MS in Finance (MSF), MS in Accounting (MSA)
• FIN 751 – Corporate Financial Policy and Strategy – Lead Instructor (1 section) Summer 2022
ο MBA@Syracuse (online)
• FIN 659 – Intro to Derivatives – Lead Instructor (1 section) (1 section) Spring 2022
ο MBA@Syracuse (online)
• FIN 400/600 – Alternative Investments – Instructor (1 section) Spring 2022
ο Cross-listed course: Undergraduate, MBA, MS in Finance (MSF)
• FIN 459/659 – Intro to Derivatives – Instructor (2 sections) Spring 2022
ο Cross-listed course: Undergraduate, MBA, MS in Finance (MSF)
• FIN 751 – Corporate Financial Policy and Strategy – Instructor (1+1 sections) Fall 2021
ο MBA, MS in Finance (MSF), MS in Accounting (MSA)
ο MBA@Syracuse (online) – Lead Instructor (2 sections)
• FIN 452/652 – Working Capital Management – Instructor (1 section) Fall 2021
ο Cross-listed course: Undergraduate, MS in Finance (MSF), MS in Accounting (MSA)
• FIN 659 – Intro to Derivatives – Lead Instructor (3 sections) (2 sections) Spring 2021
ο MBA@Syracuse (online)
• FIN 600 – Derivatives – Instructor (1 section) Spring 2021
ο MBA, MS in Finance (MSF)
• FIN 459 – Intro to Derivatives – Instructor (2 sections) Spring 2021
ο Undergraduate
• FIN 751 – Corporate Financial Policy and Strategy – Instructor (1+2 sections) Fall 2020
ο MBA, MS in Finance (MSF), MS in Accounting (MSA)
ο MBA@Syracuse (online) – Lead Instructor (3 sections)
• FIN 452/652 – Working Capital Management – Instructor (1 section) Fall 2020
ο Cross-listed course: Undergraduate, MS in Finance (MSF), MS in Accounting (MSA)
• FIN 751 – Corporate Financial Policy and Strategy – Instructor (1 sections) Spring 2020
ο MBA@Syracuse (online) – Lead Instructor (1 section)
• FIN 659 – Intro to Derivatives – Lead Instructor (3 sections) (3 sections) Spring 2020
ο MBA@Syracuse (online)
• FIN 600 – Derivatives – Instructor (1 section) Spring 2020
ο MBA, MS in Finance (MSF)
• FIN 459 – Intro to Derivatives – Instructor (2 sections) Spring 2020
ο Undergraduate
• FIN 751 – Corporate Financial Policy and Strategy – Instructor (1+2 sections) Fall 2019
ο MBA, MS in Finance (MSF), MS in Accounting (MSA)
ο MBA@Syracuse (online) – Lead Instructor (3 sections)
• FIN 452/652 – Working Capital Management – Instructor (1 section) Fall 2019
ο Cross-listed course: Undergraduate, MS in Finance (MSF), MS in Accounting (MSA)
• FIN 659 – Intro to Derivatives – Lead Instructor (3 sections) (2 sections) Spring 2019
ο MBA@Syracuse (online)
• FIN 600 – Derivatives – Instructor (1 section) Spring 2019
ο MBA, MS in Finance (MSF)
• FIN 459 – Intro to Derivatives – Instructor (2 sections) Spring 2019
ο Undergraduate
• FIN 751 – Corporate Financial Policy and Strategy – Instructor (1+2 sections) Fall 2018
ο MBA, MS in Finance (MSF), MS in Accounting (MSA)
ο MBA@Syracuse (online) – Lead Instructor (3 sections)
• FIN 452/652 – Working Capital Management – Instructor (1 section) Fall 2018
ο Cross-listed course: Undergraduate, MS in Finance (MSF), MS in Accounting (MSA)
• SEM 100 – First Year Experience – Facilitator (1 section) Fall 2018
• FIN 659 – Intro to Derivatives – Lead Instructor (4 sections) (2 sections) Spring 2018
ο MBA@Syracuse (online)
• FIN 600 – Derivatives – Instructor (1 section) Spring 2018
ο MBA, MS in Finance (MSF), MS in Accounting (MSA)
• FIN 459 – Intro to Derivatives – Instructor (2 sections) Spring 2018
ο Undergraduate
• FIN 751 – Corporate Financial Policy and Strategy – Instructor (1+2 sections) Fall 2017
ο MBA, MS in Finance (MSF), MS in Accounting (MSA)
ο MBA@Syracuse (online) – Lead Instructor (4 sections)
• FIN 452/652 – Working Capital Management – Instructor (1 section) Fall 2017
ο Cross-listed course: Undergraduate, MS in Finance (MSF), MS in Accounting (MSA)
• FIN 256 – Corporation Finance – Coordinator (12 sections), Instructor (1 section) Fall 2016
ο Undergraduate
• MBC 700 – Energy Risk Management – Instructor (1 section) Summer 2017
ο MBA@Syracuse (weekend residency)
• FIN 659 – Intro to Derivatives – Lead Instructor (4 sections) (1 section) Spring 2017
ο MBA@Syracuse (online)
• FIN 600 – Derivatives – Instructor (1 section) Spring 2017
ο MBA, MS in Finance (MSF), MS in Accounting (MSA)
• FIN 459 – Intro to Derivatives – Instructor (2 sections) Spring 2017
ο Undergraduate
• FIN 751 – Corporate Financial Policy and Strategy – Instructor (1+2 sections) Fall 2016
ο MBA, MS in Finance (MSF), MS in Accounting (MSA)
ο MBA@Syracuse (online) – Lead Instructor (4 sections)
• FIN 452/652 – Working Capital Management – Instructor (1 section) Fall 2016
ο Cross-listed course: Undergraduate, MS in Finance (MSF), MS in Accounting (MSA)
• FIN 256 – Corporation Finance – Instructor (1 section) Fall 2016
ο Undergraduate
• FIN 659 – Intro to Derivatives – Lead Instructor (2 sections) (2 sections) Spring 2016
ο MBA@Syracuse (online)
• FIN 459 – Intro to Derivatives – Instructor (2 sections) Spring 2016
ο Undergraduate
• FIN 256 – Corporation Finance – Coordinator (5 sections), Instructor (1 section) Spring 2016
ο Undergraduate
• FIN 751 – Corporate Financial Policy and Strategy – Instructor (1+2 sections) Fall 2015
ο MBA, MS in Finance (MSF), MS in Accounting (MSA)
ο MBA@Syracuse (online) – Lead Instructor (2 sections)
• FIN 659 – Intro to Derivatives – Instructor (1 section) Fall 2015
ο MS in Finance (MSF), MS in Accounting (MSA)
• FIN 400 – Working Capital Management – Instructor (1 section) Fall 2015
ο Cross-listed course: Undergraduate, MS in Finance (MSF), MS in Accounting (MSA)
• FIN 600 – Advanced Derivatives – Instructor (1 section) Spring 2015
ο MBA, MS in Finance (MSF), MS in Accounting (MSA)
• FIN 459 – Intro to Derivatives – Instructor (2 sections) Spring 2015
ο Undergraduate
• FIN 301 – Essentials of Finance – Coordinator (3 sections) Spring 2015
ο Undergraduate
• FIN 256 – Corporation Finance – Coordinator (7 sections), Instructor (3 sections) Spring 2015
ο Undergraduate
• FIN 751 – Corporate Financial Policy and Strategy – Instructor (3 sections) Fall 2014
ο MBA, MS in Finance (MSF), MS in Accounting (MSA)
ο iMBA (online)
• FIN 400 – Working Capital Management – Instructor (1 section) Fall 2014
ο Undergraduate
• FIN 301 – Essentials of Finance – Coordinator (3 sections) Fall 2014
ο Undergraduate
• FIN 256 – Corporation Finance – Coordinator (3 sections) Fall 2014
ο Undergraduate
• FIN 855 –Financial Management – Coordinator (1 section), Co-Instructor (1 section) Spring 2014
ο MS in Finance (MSF)
• FIN 659 – Intro to Derivatives – Instructor (1 section) Spring 2014
ο MBA, MS in Finance (MSF), MS in Accounting (MSA)
• FIN 459 – Intro to Derivatives – Instructor (1 section) Spring 2014
ο Undergraduate
• FIN 301 – Essentials of Finance – Coordinator (3 sections) Spring 2014
ο Undergraduate
• FIN 256 – Corporation Finance – Coordinator (7 sections) Spring 2014
ο Undergraduate
• FIN 751 – Corporate Financial Policy and Strategy – Instructor (2 sections) Fall 2013
ο MBA, MS in Finance (MSF), MS in Accounting (MSA)
• FIN 400 – Working Capital Management – Instructor (1 section) Fall 2013
ο Undergraduate
• FIN 256 – Corporation Finance – Coordinator (3 sections) Fall 2013
ο Undergraduate
• FIN 455 – Financial Management – Instructor (2 sections) Spring 2013
ο Undergraduate
• FIN 256 – Corporation Finance – Instructor (1 section) Spring 2013
ο Undergraduate
• ISM 600 – Managerial Finance – Instructor (1 section) Spring 2013
ο Master of Communications Management (online)
• FIN 751 – Corporate Financial Policy and Strategy – Instructor (3 sections) Fall 2012
ο MBA, MS in Finance (MSF), MS in Accounting (MSA)
ο iMBA (online)
• FIN 600 – Communication for Financial Managers – Coordinator, Instructor (1 section) Fall 2012
ο MS in Finance (MSF)
• FIN 455 – Financial Management – Instructor (1 section) Spring 2012
ο Undergraduate
• FIN 256 – Corporation Finance – Instructor (1 section) Spring 2012
ο Undergraduate
• ISM 600 – Managerial Finance – Instructor (1 section) Spring 2012
ο Master of Communications Management (online)
• MBC 628 – Financial Management – Instructor (2 sections) Spring 2012
ο MBA, MS in Entrepreneurship and Emerging Enterprises (MSE), Master of Media Management
• FIN 751 – Corporate Financial Policy and Strategy – Instructor (1 section) Fall 2011
ο MBA, MS in Finance (MSF), MS in Accounting (MSA)
• FIN 400/600 – Financial Analysis in Practice – Instructor (1 section) Fall 2011
ο Cross-listed course: Undergraduate, MBA, MS in Finance (MSF), MS in Accounting (MSA)
• FIN 256 – Corporation Finance – Instructor (1 section) Fall 2011
ο Undergraduate
• FIN 751 – Corporate Financial Policy and Strategy – Instructor (1 section) Spring 2011
ο MBA, MS in Finance (MSF), MS in Accounting (MSA)
• FIN 600 – Advanced Derivatives – Instructor (1 section) Spring 2011
ο MBA, MS in Finance (MSF), MS in Accounting (MSA)
• MBC 628 – Financial Management – Instructor (2 sections) Spring 2011
ο MBA, MS in Entrepreneurship and Emerging Enterprises (MSE), Master of Media Management
• FIN 751 – Corporate Financial Policy and Strategy – Instructor (2 sections) Fall 2010
ο MBA, MS in Finance (MSF), MS in Accounting (MSA)
ο iMBA (online)
• FIN 751 – Corporate Financial Policy and Strategy – Instructor (1 section) Spring 2010
ο MBA, MS in Finance (MSF), MS in Accounting (MSA)
• FIN 751 – Corporate Financial Policy and Strategy – Instructor (2 sections) Fall 2009
ο MBA, MS in Finance (MSF), MS in Accounting (MSA)
• FIN 256 – Corporation Finance – Instructor (2 sections) Spring 2009
ο Undergraduate
• FIN 751 – Financial Controls in Business – Instructor (1 section) Fall 2008
ο MBA, MS in Finance (MSF), MS in Accounting (MSA)
• FIN 256 – Corporation Finance – Instructor (2 sections) Spring 2008
ο Undergraduate
• FIN 751 – Financial Controls in Business – Instructor (1 section) Fall 2007
ο MBA, MS in Finance (MSF), MS in Accounting (MSA)
UNIVERSITY OF FLORIDA
• FIN 4243 – Debt and Money Markets – Instructor (2 sections) Spring 2006
ο Undergraduate
• FIN 6537 – Derivative Securities – Instructor (1 section) Fall 2004
ο MBA, Master of Science in Finance (MSF), Master of Arts: International Business (MAIB)
• FIN 6930 – International Finance – Teaching Assistant (2 sections each year) Spring ’04-’06
ο Professional MBA
ACADEMIC HONORS
Teaching
• Oberwager Award for Outstanding Faculty May 2013
• Whitman School of Management Faculty of the Year – MBA Student Association May 2008
SCHOOL AND UNIVERSITY SERVICE
• MS in Finance Program (Director) Summer 2011 – Present
• University Christian Staff and Faculty Association (Co-Founder) Fall 2019 – Present
• University Senate Committee on Curriculum (Member) Fall 2021 – Present
• University Senate Committee on Budget and Fiscal Affairs (Chair) Fall 2019 – Spring 2021
• University Senate Committee on Budget and Fiscal Affairs (Vice Chair) Fall 2017 – Spring 2019
• University Senate Committee on Budget and Fiscal Affairs (Member) Fall 2016 – Fall 2017
• University Committee for Long Term Course Development for First Year Experience Summer 2018
• Fulbright Fellowship Campus Evaluator Fall 2022
• Fulbright Fellowship Campus Evaluator Fall 2021
• Fulbright Fellowship Campus Evaluator Fall 2020
• Fulbright Fellowship Campus Evaluator Fall 2019
• Fulbright Fellowship Campus Evaluator Fall 2018
• Promotion Committee for Teaching Professor (Member) Fall 2021
• Finance Sections of Integrated Core (Coordinator) Fall 2017
• Finance Sections of Integrated Core (Coordinator) Fall 2013 – Spring 2016
• Working Group for Project A.G.I.L.E. Initiative (Team Leader) Fall 2017
• Professor of Practice Ad Hoc Committee Spring 2015 – Spring 2016
• Master’s Board Committee (Chair) Spring 2010 – Spring 2016
• Master’s Board Committee (Member) Fall 2008 – Fall 2009
• Faculty advisor, Investment Club Fall 2010 – Spring 2022
• Faculty advisor, Brazilian Student Association Spring 2021 – Present
• Faculty advisor, Whitman on Wall Street Spring 2022
• Faculty advisor, Whitman on Wall Street Spring 2021
• Faculty advisor, Wall Street Goes Orange Spring 2020
• Faculty advisor, Wall Street Goes Orange Spring 2019
• Faculty advisor, Wall Street Goes Orange Spring 2018
• Faculty advisor, Wall Street Goes Orange Spring 2017
• Faculty advisor, Wall Street Goes Orange Spring 2016
• Faculty advisor, Wall Street Goes Orange Spring 2015
• Faculty advisor, Wall Street Goes Orange Spring 2014
• Faculty advisor, Wall Street Goes Orange Spring 2013
• Faculty advisor, Wall Street Goes Orange Spring 2012
• Faculty advisor, Wall Street Goes Orange Spring 2010
• Faculty advisor, Wall Street Goes Orange Spring 2009
• Faculty advisor, Wall Street Goes Orange Spring 2008
• Faculty advisor, Syracuse University teams for CME University Trading Challenge (3 teams) Fall 2020
• Faculty advisor, Syracuse University teams for CFA Institute Research Challenge (2 teams) Fall 2021
• Faculty advisor, Syracuse University teams for CFA Institute Research Challenge (2 teams) Fall 2020
• Faculty advisor, Syracuse University team for CFA Institute Research Challenge Fall 2019
• Faculty advisor, Syracuse University team for CFA Institute Research Challenge Fall 2018
• Faculty advisor, Syracuse University team for CFA Institute Research Challenge Fall 2016
• Faculty advisor, Syracuse University team for CFA Institute Research Challenge Fall 2015
• Faculty advisor, Syracuse University team for CFA Institute Research Challenge Fall 2014
• Faculty advisor, Syracuse University team for CFA Institute Research Challenge Fall 2013
• Faculty advisor, Syracuse University team for CFA Institute Research Challenge Fall 2012
• Faculty advisor, Syracuse University team for CFA Institute Research Challenge Fall 2011
• Graduate recruitment, Brazil Summer 2014
• Search Committee (Member), Real Estate Professor of Practive Dec. 22, 2022 –
• Search Committee (Member), Assistant Teaching Professor of Finance Feb. 26, 2021 – May 20 2021
• Search Committee (Member), Assistant Teaching Professor of Finance Mar. 13 2017 – May 13, 2017
• Search Committee (Member), Professor of Practice Statistics May 1, 2015 – May 28, 2015
• Search Committee (Member), Assistant Director of Graduate Recruitment Feb. 24, 2014 – May 1, 2014
• Search Committee (Member), Assistant Director of Graduate Recruitment Sep. 3, 2013 – Dec. 1, 2013
• Search Committee (Member), Assistant Director of Graduate Recruitment Feb. 2, 2013 – July 1, 2013
• Search Committee (Member), Assistant Director of Graduate Recruitment May 9, 2012 – Oct. 23, 2012
• Recruiting Committee, Finance Department Fall 2007
