Southwest Wealth Strategies’ Donation to Finance Students

Posted: Thursday, August 13th 2015 at 12:07 PM

Finance students have a new addition to their Bloomberg Financial Markets Lab for fall 2015. Southwest Wealth Strategies donated a high definition television for this area which serves students in upper level finance classes.

Out of the 10-member financial team, half are NAU alumni – John Arnold (‘99), CEO, managing partner; Raymond Dimuzio (‘99), president, senior partner; Mark Asher (‘96), director of new business operations, partner; Chris Lanier (‘07), director of business strategies, partner; and Ben Miles (‘03), partner.

The other team members are Leonard Sanchez, partner; George James, director of insurance planning strategies, partner; Zak Hayden, director of financial strategies; Michelle Gale-Star, director of operations; and Austin Graff, director of retirement strategies.

Arnold coordinated with Matt Haertzen, senior lecturer of finance, to have the TV installed in the area before the firm visited campus.

"We really want to thank Southwest Wealth Strategies for the commitment to the investment program at NAU," said Haertzen. "The students will appreciate having the opportunity to see market news as they work at the Bloomberg terminals."

Southwest Wealth Strategies' donation is a great way to provide students with the tools necessary to be successful in the world of finance.



Categories: summer 2015 alumni bloomberg terminal matt haertzen southwest wealth strategies student managed investment fund smif john arnold raymond dimuzio mark asher chris lanier ben miles george james leonard sanchez zak hayden michelle gale-star austin graff