The Finance Connection is an undergraduate student organization dedicated to teaching UCSB students about the finance industry and preparing them for a successful career. Through our information sessions and workshops, we look to connect students with successful alumni as well as provide them with the necessary tools to succeed in this highly competitive industry.

UCSB Finance Connection

The office likely focuses on finance education and investment banking training within the university environment.

University of California Santa Barbara

Richard Fong

This department focuses on providing financial advisory services and capital raising for clients in various market sectors.

Investment Banking

This department provides strategic direction and oversight across various organizational functions.

Executive Leadership

This department manages financial planning, analysis, and educational initiatives within the organization.

General Finance

This department focuses on providing financial advisory services, investment strategies, and client support in wealth management.

Wealth Management

This department focuses on building and maintaining relationships with active members to enhance their involvement and satisfaction.

Membership Engagement

This department oversees the management and coordination of internal organizational policies and processes.

UCSB Finance Connection

Org chart

Teams

Investment Banking

Executive Leadership

General Finance

Wealth Management

Membership Engagement

Internal Affairs

Offices

UCSB Finance Connection

Org chart

Teams

Investment Banking

Executive Leadership

General Finance

Wealth Management

Membership Engagement

Internal Affairs

Offices

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