Sonja Everswick
BA
Mathematics
Messiah College
Director, Investment Product and Platform Development
Registered Representative (NASD Licenses 7 & 66)
Accredited Asset Management Specialist
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A mathematical background is a great catalyst for a variety of careers
and opportunities. Once graduating with my BA in Mathematics I was
approached by numerous investment companies as well as teaching
opportunities. Not sure of what I really wanted to pursue, I
decided to start with the most unlikely choice – investments. I
had never even taken a business course! But, immediately I was
astonished at how the reasoning and logic skills I had mastered in
college were being used on a daily basis while learning about different
investment vehicles.
I started in the Mutual Funds department, was recruited to the Managed
Accounts Consulting Group, and am now responsible for the Wealth
Management Solutions product and platform development team, where our
responsibilities include client profiling, asset allocation, investment
selection and the generation of an investment policy statement.
In addition, I am responsible for giving demonstrations to potential
bank firms showcasing our capabilities as well as the training of new
clients. Clearly, my degree in mathematics laid the groundwork
for my already successful career at a fortune 500 company by providing
me the ability to analyze situations and solve complex problems, and my
education minor has been a great asset for presentations and training
individuals on new products.
Having a degree in mathematics surely does not limit the possible
employment opportunities but ensures success in whatever field the
individual pursues.
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