Anderson Student Highlights & Accomplishments

Commercial Banking and Financial Institutions Projects

Hickey Jr., H. J. (Ward) Students in Visiting Professor Howard J. (Ward) Hickey Jr.'s Commercial Banking and Financial Institutions courses presented their bank analyses in class at the close of the Fall 2009 semester. Their work focused on using the Uniform Bank Performance Report (UBPR) to analyze a bank's financial position. Abstracts summarizing their work and analysis are available below.

For more information regarding the courses and UBPR projects, contact:
Professor Howard J. (Ward) Hickey Jr.
hickey@mgt.unm.edu

MGMT 573 - Financial Institutions

AIG, Berkshire Hathaway, Aegon | Download Paper

Charles Kassicieh Authors: Charles Kassicieh, Erik Peters, Lee Hornsby, Ron Borunda

Photo: Charles Kassicieh, Team Captain




CitiGroup | Download Paper

Gabriel Kraus Authors: Gabriel Kraus, Sam Kunzman, Garrett Ray, James Massengale

Photo: Gabriel Kraus, Team Captain




Goldman Sachs | Download Paper

Kelly Shilling Authors: Brady Gear, Adam Heying, Maxwell Kagan, Kelly Schilling, Joseph Quinn Wingerd

Photo: Kelly Shilling, Team Captain




 

MGMT 473 - Commercial Banking

Bank of America | Download Paper

Jamie Vigil Authors: Vanessa Anderson, Denise Gurule, Breanna Houghton, Patrick Kobliska, Chris Van Vleck, Jamie Vigil

Photo: Jamie Vigil, Team Captain




Bank of New York Mellon | Download Paper

Edward Lovato Authors: Stephanie Coriz, Tyler Cormier, Edward Lovato, Leighanna Martinez, Elizabeth Nunez, Lawrence Vandenbout

Photo: Edward Lovato, Team Captain




Bank of the West | Download Paper

Authors: Andra Sas, Clint Reecer , Thomas Littleton, Olle Fredriksson, Erin Lara, Reuben Merriman

Citibank | Download Paper

Brian Zuo Authors: Brian Zuo, Gavin Gorrell, Rane Hanni, K.C. Henthorn, Jared Landis, Matt Nicholas, Cory Sutphin

Photo: Brian Zuo, Team Captain




JPMorganChase | Download Paper

Alex Simon Authors: Alex Simon, Bernadine Sanchez, Gaurav Lalvani, Jesus Hernandez, Laura Dominguez, Martin Nee, Marquez Sampson

Photo: Alex Simon, Team Captain




State Street | Download Paper

Caitlin Locke Authors: Brock Fitch, Danielle Gurule, Andrew Ortiz, Samson Munoz, Sergey Chubenko, Alex Santos, Caitlin Locke

Photo: Caitlin Locke, Team Captain




Wells Fargo | Download Paper

Authors: Eric Smokov, Marcella Cantu, Aurelio Santana, Tarah Santana, H.S. Warren, Lawrence Montoya, Vincent Richardson

What does the Uniform Bank Performance Report (UBPR) mean?

The UBPR is an analytical tool created by the Federal Financial Institutions Examination Council (FFIEC) to help supervise and examine financial institutions. It serves as a published analysis of the impact which bank management and economic conditions have on a bank’s balance sheet and income statement. Students, under the guidance of Visiting Professor Howard J. (Ward) Hickey Jr., examined bank liquidity, capital adequacy, bank earnings, and multivariate factors affecting the safety and soundness of our financial institutions.

Students whose names appear on this page and the papers associated with the group projects have signed FERPA waivers allowing Anderson to post their names and papers.

Student work and analysis is provided for informational purposes only. This information is not intended for trading or investing purposes. Anderson and UNM shall not be responsible or liable for the accuracy, usefulness or availability of any information provided in the student reports, and shall not be responsible or liable for any trading or investment decisions based on such information.

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