Alexandra de Gravelle: Activity Chart

Event/Activity
Met Life Regional Convention
Program, Support, and Initiative Fund Meeting
Organizational Relief Fund Meeting
Program, Support, and Initiative Fund Meeting
LSU SG Budget&Appropriations Meeting
Student Technology Fee Meeting
Merrill Lynch of Baton Rouge
Finance 3060
Student Senate Budget & Appropriations Meetings
Rotary of Baton Rouge Meeting
Finance 3351
Southwest Advantage Informational Session
Noteable Contacts Acquired
Steve Marsh: MetLife: smarsh1@metlife.com

Alisa Jones:Student Government Fin. Coordinaor:alisajones@ls

John Duplanis: Financial Administrative Analyst: Jdupl12@lsu.e

Don Minor: FA Merrill Lynch: donald_minor@ml.com

Dani Johnson: CFP Program Alumni: (985-209-8205)

Jay Dardenne:Commissioner of Administration:CodyWells:225-

Angela Andre:Merrill Lynch Director Asst.:angela_andre@ml.co

Paige Johannessen: Shobe Financial Goup:pjohannessen@shob

Rebecca Burdette: rburdette@lsu.edu

Date

Location
### Lod Cook, Alumni Center
### LSU Student Union
### LSU Student Union
### LSU Student Union

3/1/2016 Student Senate Chambers

3/3/2016 LSU Bursars Office
3/4/2016 n/a
### LSU BEC Classroom
4/6/2016 LSU Executive Office
4/7/2016 Druisilla Restaurant
4/7/2016 LSU BEC Classroom
4/7/2016 LSU Student Union

@lsu.edu

25-505-5687

hobe.com

Speaker/Presentation
Brian
Dance Marathon at LSU
Alpha Kappa Psi Fraternity
Groovin' on the Grounds
Alisa Jones
John Duplantis
Don Minor
Dani Johnson
Alisa Jones
Jay Dardenne
Jimmy Maurin
Rachel Muntz

Purpose
Gain insight into the Financial Planning world
Sought funding for a $40,000 charity event
Sought funding for a convention totaling at $7,000

Organize a complete budget for a free concert available to all students

Student Government Budget Update

Discuss proposals & vote on how a $2million acct. would be dispursed

Wealth Management Internship Position
Recent graduate of CFP Program

Problem solved a major allocation mistake from lack of communication

Louisiana Budget Updates
Guest speaker for Real Estate
Invited to learn about summer internship opportunity

Experience and Knowledge Retained

The importance of relationships with clients as well as trust plays in the

Planned and accommodated a plan to fund a student organization's ev

Questioned and debated an organization requesting funding, and analy

After much debate, constructed a complete budget for the organization

Learned to apply&calculate student fees to enrollment numbers in orde

Listened to proposals from several LSU administrator's and worked as

Learned how important of a role attitude and ability to carry conversatio

Advice on study prep for the CFP Exam, tools, realities, and the critical

Overcame the challenge of solving a mischarge to a large account, and

Updated on La's current budget situation and was able to directly ask q

Learned Mr. Maurin's past as he introduced the real estate world and h
Exposed to an informational session focusing on a summer internship