1. What is your current charterholder status?
2. What are your best/worst memories of the CFA exam?
Best: receiving my congratulatory email three years in a row; Worst: having to study every Memorial Weekend in the US (the last weekend of May); also, taking Level I in a huge, open room with no heat in December (in Los Angeles, which was cold that day)
3. What were your expectations before passing the CFA exam (study, time and effort, career, salary, etc.)?
I expected to study 10 – 15 hours per week for four months leading to each exam, and pass. I did just that. However in truth, I left each exam room not confident that I passed. I felt very fortunate. I did not anticipate a change in my career or compensation as a result; rather, was looking forward to the knowledge, the credential, and the network.
4. What has the CFA charterholder done for your career (so far)?
5. What's your Top Tip for new CFA candidates?
Set aside time each day to study an hour or two, and stick to it. Don’t try to play catch up the few weeks before the exam.
6. What is your current role/position?
Vice President, Credit Risk, Goldman Sachs
7. What's the best career advice you have received?
Become technically excellent at whatever your current role is, and be nice to people along the way. Those two things will lead to many future opportunities.
8. What does your typical day look like?
I review and approve the work of analysts who are assigning internal credit ratings to our counterparties, plus get involved in various projects and initiatives.
9. What's a fun fact about you? (i.e. surfer, world record holder, etc.!)
I backpacked through Asia for 2 months after my sophomore year of college. Thailand, Cambodia, Malaysia, Singapore, and China. Spent only $10 - $20 per day on a room plus food. Helped me realize the value of education!