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Statement Of Purpose: UT Dallas Diversity Retention Scholarship

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I sought to complete my undergraduate studies at The University of Texas at Dallas as they offered a highly prestigious “case study method” based program along with numerous opportunities for campus involvement through student organizations. In 2012, I was awarded the UT Dallas Diversity Retention Scholarship based on the winning essay I wrote for the “Yes, You Can Reach Your College Dream Scholarship”. I also received the UT Dallas Academic Excellence Scholarship based on my GPA. My introduction to the world of personal financial planning began in the summer of 2012 when I enrolled in a Personal Financial Management course at The University of Texas at Dallas. Prior to this course, personal finance was a topic that I had always taken a deep-rooted …show more content…

I chose this course simply in the hopes that it would aid me in securing that foundation of knowledge and that any application of the material would result in self-betterment. At the closing of my first lecture, I was enamored with my professor Jared Pickens’ witty and exuberant demeanor. He had an undeniable passion for educating others that had cultivated through-out his years as a Financial Counselor to his current role as Senior Lecturer. Although the course had originally been designed to help students develop a sense of their own personal finances, Professor Pickens offered additional insight into the career of financial planning based on his own experiences within the field. To demonstrate our understanding of the financial planning concepts and methods, we were assigned a semester-long project in which we were to dissect an elaborate case-study and present our conclusions in a formal presentation. My partner and I wasted no time on outlining our assignment, as we were both genuinely excited about unveiling the financial complexities of our new “clients”. We spent countless evenings in the school library analyzing the data while pouring over textbooks, websites, and research to develop the perfect recommendations. In an added measure of creativity and fun, we fashioned our own faux …show more content…

I was taking so many notes that my hands were beginning to cramp but the wisdom that I was absorbing was so profound that I had no room for complaints. I was assigned an undergraduate research project, in my internship course, where I was to select an area of interest pertaining to my internship and create a poster of my research that I would formally present to my professor Dr. Kaplan. Out of personal interest, I chose the topic of researching the investment management process at Quest Capital Management. I thoroughly enjoyed the process of interviewing Jerrod Dawson, the Director of Investment Research, and Dennis Moore, my internship mentor and Chief Operating Office at Quest. My research outlined financial analysis, formalization of the investment policy statement, portfolio strategy selection, investment manager selection, performance measures, and portfolio monitoring and reporting incorporated in the Quest financial planning process. That fall I had also recently been accepted into the Kappa Alpha Theta Fraternity and was eager to share this research experience with my sisters during our weekly “lunch and learn” where we would engage

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