Together, we achieve more.

Cal Poly FinTech’s strives to create a diverse and inclusive team by uniting students of different backgrounds with one common goal: to provide all members with the experiences, skills, and networking opportunities necessary to become future leaders in financial technology.

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Letter from the President:

I would like to thank you for your interest in Cal Poly FinTech (CPF)!

Cal Poly FinTech came to be after the other founders and I recognized the need for a financial technology and analytics club on Cal Poly’s campus. Upon consulting with several fortune 500 companies and presidents of similar clubs from the top universities in the world, we created CPF.

In 2019, CPF was founded as the first student-led financial technology and analytics initiative at Cal Poly and is officially recognized by the Orfalea College of Business as a college-affiliated club. We aim to promote passion and understanding for the technology and data analytics that are disrupting businesses across the globe by connecting top­ performing, motivated students with institutions that share a similar mindset.

There are many different opportunities available for students and companies interested in financial technology and analytics to get involved at CPF. Weekly meetings, career fairs, workshops, case competitions, and guest presentations are just a few examples. Whether you’re a member or a sponsor, Cal Poly FinTech has something to offer you.

We are looking forward to this coming year as we focus to continuously improve our events and workshops. Whether you attend events as a general member, senior member, or take a leadership role on the board, we encourage you to utilize our vast array of resources and networking opportunities. As the first financial technology and analytics student organization on campus, CPF is able to reach across many emerging industries and provide a tremendous amount of resources to the undergraduate population here at Cal Poly.

It is an honor for me to serve as president of this organization and represent the some of the brightest minds at Cal Poly. I highly encourage you to reach out to myself or any of our board members if you ever need assistance, and I hope to see you at one of our next events!

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Sincerely,

Zack Harris

Co-Founder & President


Executive Board

Nick is a junior at Cal Poly who is majoring in Industrial Technology with a minor in Entrepreneurship. With his background in digital marketing and e-commerce, Nick joined his twin brother Zack to co-found Cal Poly's first student-led FinTech club. Nick is involved in Cal Poly's Center for Innovation and Entrepreneurship and he is currently co-founder of an ecommerce startup in Cal Poly's on-campus incubator.

Nick is a junior at Cal Poly who is majoring in Industrial Technology with a minor in Entrepreneurship. With his background in digital marketing and e-commerce, Nick joined his twin brother Zack to co-found Cal Poly's first student-led FinTech club. Nick is involved in Cal Poly's Center for Innovation and Entrepreneurship and he is currently co-founder of an ecommerce startup in Cal Poly's on-campus incubator.

Nick Harris

Co-Founder & chief Marketing officer

Vatsal is a 3rd year at Cal Poly who studies Business Administration with a concentration in Financial Management and a minor in Economics. He's a local of San Luis Obispo and is passionate about giving back to his community through coaching high school sports. Vatsal served as External Philanthropy Chair for a nonprofit organization and was involved in the effort to raise several thousand dollars for a local child battling leukemia.

Vatsal is a 3rd year at Cal Poly who studies Business Administration with a concentration in Financial Management and a minor in Economics. He's a local of San Luis Obispo and is passionate about giving back to his community through coaching high school sports. Vatsal served as External Philanthropy Chair for a nonprofit organization and was involved in the effort to raise several thousand dollars for a local child battling leukemia.

Vatsal Bhatt

Co-Founder & Chief financial officer

Ryan is a sophomore at Cal Poly who currently studies Political Science with a concentration in Global Politics and a minor in Asian Studies. With an interest in corporate law—especially as it relates to Sino-American business ventures—Ryan helped found Cal Poly FinTech in order to advance understanding and opportunity in an industry that has transformed Chinese financial markets and is just now starting to transform our own.

Ryan is a sophomore at Cal Poly who currently studies Political Science with a concentration in Global Politics and a minor in Asian Studies. With an interest in corporate law—especially as it relates to Sino-American business ventures—Ryan helped found Cal Poly FinTech in order to advance understanding and opportunity in an industry that has transformed Chinese financial markets and is just now starting to transform our own.

Ryan Christensen

Co-Founder & chIef OperatiNg officer

Jackson is a junior at Cal Poly studying Business Administration with a concentration in Financial Management and a minor in Statistics. He is from Santa Rosa, California. As VP of Events, Jackson is excited to expand students’ perspective of the emerging FinTech industry through workshops, projects, career fairs, and corporate tours. Jackson also serves as Brotherhood Standards Chair for Sigma Pi Fraternity International. Over the summer, Jackson will be working on a finance-oriented project with Professor Mahdi Rastad, one of Cal Poly Fintech’s advisors.

Jackson is a junior at Cal Poly studying Business Administration with a concentration in Financial Management and a minor in Statistics. He is from Santa Rosa, California. As VP of Events, Jackson is excited to expand students’ perspective of the emerging FinTech industry through workshops, projects, career fairs, and corporate tours. Jackson also serves as Brotherhood Standards Chair for Sigma Pi Fraternity International. Over the summer, Jackson will be working on a finance-oriented project with Professor Mahdi Rastad, one of Cal Poly Fintech’s advisors.

Jackson Yates

Co-Founder & VP of Events

Chris is a 4th year Economics student concentrating in Finance with a minor in Statistics. He’s had experience with startups, being the CFO of a cryptocurrency app that was acquired in late 2017. This summer Chris will be at PWC on their deals team doing Valuation work. Chris will be responsible for organizing and planning all member events with the goal of helping members develop and network with professionals in order to acquire the job of their dreams.

Chris is a 4th year Economics student concentrating in Finance with a minor in Statistics. He’s had experience with startups, being the CFO of a cryptocurrency app that was acquired in late 2017. This summer Chris will be at PWC on their deals team doing Valuation work. Chris will be responsible for organizing and planning all member events with the goal of helping members develop and network with professionals in order to acquire the job of their dreams.

Christopher Clark

VP of Events

Tyson is a 1st year Business Administration major who is considering double concentrating in Accounts and Finance. Tyson is excited to explore more about the financial technology industry as a potential career.

Tyson is a 1st year Business Administration major who is considering double concentrating in Accounts and Finance. Tyson is excited to explore more about the financial technology industry as a potential career.

Tyson Mehrens

Vp of Communications

HaRim is a 3rd year Business Administration student concentrating in Finance and Accounting with a minor in Psychology. She is currently a workshop leader in statistics, and this summer she is interning at Crowe as part of their assurance/audit team. HaRim loves to develop her skills in information systems, and stay informed on the current market. She also spends her time volunteering at children’s charity organizations.

HaRim is a 3rd year Business Administration student concentrating in Finance and Accounting with a minor in Psychology. She is currently a workshop leader in statistics, and this summer she is interning at Crowe as part of their assurance/audit team. HaRim loves to develop her skills in information systems, and stay informed on the current market. She also spends her time volunteering at children’s charity organizations.

HaRim Lee

Vp of professional development

Jason is a sophomore at California Polytechnic State University, San Luis Obispo, currently standing as a B.S. candidate in Electrical Engineering with a focus in Biomedical Engineering. Outside of his studies, Jason is also a board member on the inaugural College of Engineering Student Diversity & Inclusion Committee. Through the use of technology and finance, he aspires to learn more about utilizing disruptive financial technologies in burgeoning economies.

Jason is a sophomore at California Polytechnic State University, San Luis Obispo, currently standing as a B.S. candidate in Electrical Engineering with a focus in Biomedical Engineering. Outside of his studies, Jason is also a board member on the inaugural College of Engineering Student Diversity & Inclusion Committee. Through the use of technology and finance, he aspires to learn more about utilizing disruptive financial technologies in burgeoning economies.

Jason Lee

VP of Marketing

Nicole is a 3rd year student in the Computer Science program, with a focus on data science and statistics. She is currently a teaching assistant for the introductory computer science courses, and loves mentoring students on python and data science related projects. This summer Nicole will be returning to the AI and research division of Microsoft doing software engineering and data science work.

Nicole is a 3rd year student in the Computer Science program, with a focus on data science and statistics. She is currently a teaching assistant for the introductory computer science courses, and loves mentoring students on python and data science related projects. This summer Nicole will be returning to the AI and research division of Microsoft doing software engineering and data science work.

Nicole Hill

Vp of Technology

Carly is a 3rd year Business Administration student concentrating in Accounting with a minor in Psychology, while taking extra courses in Information Systems to develop her technical skills. She currently works for a consulting firm in San Luis Obispo, focusing on client services and assisting companies on how to further grow their business. This Summer, she will be furthering her business experience by working in San Francisco as an Audit Intern for Armanino LLP.

Carly is a 3rd year Business Administration student concentrating in Accounting with a minor in Psychology, while taking extra courses in Information Systems to develop her technical skills. She currently works for a consulting firm in San Luis Obispo, focusing on client services and assisting companies on how to further grow their business. This Summer, she will be furthering her business experience by working in San Francisco as an Audit Intern for Armanino LLP.

Carly Mathiesen

Vp of Membership

Nolan is a 3rd year studying Architectural Engineering at Cal Poly. Currently holding the position of fundraising chair in the schools structural engineering club, SEAOC, as well as Creative Media Assistant at University marketing, Nolan spends the time he isn’t studying on either creating marketing solutions for his club, or the school. To build on these current endeavors, Nolan wants to expand his major’s knowledge from a financial perspective to innovate his field which has stayed unchanged for so many years.

Nolan is a 3rd year studying Architectural Engineering at Cal Poly. Currently holding the position of fundraising chair in the schools structural engineering club, SEAOC, as well as Creative Media Assistant at University marketing, Nolan spends the time he isn’t studying on either creating marketing solutions for his club, or the school. To build on these current endeavors, Nolan wants to expand his major’s knowledge from a financial perspective to innovate his field which has stayed unchanged for so many years.

Nolan McWhorter

VP of Marketing

Zachary is currently a first-year studying Business Administration at California Polytechnic University. Zachary has intentions of concentrating in Finance and Accounting. With a experience as communications director for the Zeta Beta Tau Fraternity, Zachary is incredibly excited to create a solid relationship between campus and the Financial Technology organization. Zachary is dedicated to creating this relationship because a solid foundation between campus and the Financial Technology Club can allow us to have an abundance of resources and opportunities.

Zachary is currently a first-year studying Business Administration at California Polytechnic University. Zachary has intentions of concentrating in Finance and Accounting. With a experience as communications director for the Zeta Beta Tau Fraternity, Zachary is incredibly excited to create a solid relationship between campus and the Financial Technology organization. Zachary is dedicated to creating this relationship because a solid foundation between campus and the Financial Technology Club can allow us to have an abundance of resources and opportunities.

Zach Angel

Vp of Campus relations

John is a third year at Cal Poly, San Luis Obispo pursuing a degree in Economics with a double concentration in Accounting and Finance with a minor in Statistics. He has experience working as a business development intern for a San Diego based startup and his interests include accounting automation and asset management. John is an on-campus statistics study session leader and is interning in the financial services office at Ernst & Young this summer.

John is a third year at Cal Poly, San Luis Obispo pursuing a degree in Economics with a double concentration in Accounting and Finance with a minor in Statistics. He has experience working as a business development intern for a San Diego based startup and his interests include accounting automation and asset management. John is an on-campus statistics study session leader and is interning in the financial services office at Ernst & Young this summer.

John Granahan

VP of Academics

Jimmy is a 2nd year at Cal Poly, San Luis Obispo studying Business Administration with a concentration in Financial Management and a minor in Economics. Finance and emerging technologies have always interested Jimmy growing up, but it was never incorporated together in daily life until recently. Jimmy hopes to participate in Cal Poly Fintech to inform other students about the revolutionary technologies.

Jimmy is a 2nd year at Cal Poly, San Luis Obispo studying Business Administration with a concentration in Financial Management and a minor in Economics. Finance and emerging technologies have always interested Jimmy growing up, but it was never incorporated together in daily life until recently. Jimmy hopes to participate in Cal Poly Fintech to inform other students about the revolutionary technologies.

Jimmy Tran

Vp of Academics

David is a second year Business Administration student concentrating in Financial Management and minoring in Computer Science and Statistics. In his past time, he enjoys surfing, reading, and following tech companies on the stock market.

David is a second year Business Administration student concentrating in Financial Management and minoring in Computer Science and Statistics. In his past time, he enjoys surfing, reading, and following tech companies on the stock market.

David Broms

Vp of Finance

Jeremy is a first year at Cal Poly, San Luis Obispo, majoring in Electrical Engineering and pursuing a minor in Mathematics. Outside of the classroom, Jeremy enjoys spending his free time coding, following the stock market and reading, which led him to discover his interest in the technology supporting the FinTech industry. As a result, Jeremy was ecstatic when offered the opportunity to serve as VP of Technology to further propagate the education regarding the technologies used within the FinTech industry.

Jeremy is a first year at Cal Poly, San Luis Obispo, majoring in Electrical Engineering and pursuing a minor in Mathematics. Outside of the classroom, Jeremy enjoys spending his free time coding, following the stock market and reading, which led him to discover his interest in the technology supporting the FinTech industry. As a result, Jeremy was ecstatic when offered the opportunity to serve as VP of Technology to further propagate the education regarding the technologies used within the FinTech industry.

Jeremy Ford

Vp of Technology

Evan is a third-year computer science major minoring in data science. With over 3 years of experience working with Python, he is excited to help lead the Python in Finance workshops and Projects for interested members. He was an intern at Cisco working on a data analytics platform and over the upcoming Summer, he will be working on a data analytics application for Salesforce. As the VP of Technology, Evan aims to spread more awareness to Cal Poly students about the Fintech industry and offer interested students the chance to earn practical experience with Python.

Evan is a third-year computer science major minoring in data science. With over 3 years of experience working with Python, he is excited to help lead the Python in Finance workshops and Projects for interested members. He was an intern at Cisco working on a data analytics platform and over the upcoming Summer, he will be working on a data analytics application for Salesforce. As the VP of Technology, Evan aims to spread more awareness to Cal Poly students about the Fintech industry and offer interested students the chance to earn practical experience with Python.

Evan Shui

VP of Technology

Steven is a second year student in the Statistics program, minoring in Data Science. He is involved in the hackathon community and is currently the President and Marketing director for Cal Poly’s largest collegiate hackathon, SLO Hacks. Whether it is sports analytics, machine learning, or FinTech, anything involving numbers will fascinate him.

Steven is a second year student in the Statistics program, minoring in Data Science. He is involved in the hackathon community and is currently the President and Marketing director for Cal Poly’s largest collegiate hackathon, SLO Hacks. Whether it is sports analytics, machine learning, or FinTech, anything involving numbers will fascinate him.

Steven Taruc

VP of technology

Sami is a 1st year Business Administration Major who is considering a concentration in Financial Management or Information System. He is from Mountain View, California, the heart of the Silicon Valley. Sami has developed and interest in technology and its many applications. He hopes to serve for the club to not only further his knowledge of FinTech but to help spread the knowledge to the campus community. On campus Sami serves as the Recruitment Director of the Zeta Beta Tau Fraternity and regular attends Cal Poly Entrepreneurs.

Sami is a 1st year Business Administration Major who is considering a concentration in Financial Management or Information System. He is from Mountain View, California, the heart of the Silicon Valley. Sami has developed and interest in technology and its many applications. He hopes to serve for the club to not only further his knowledge of FinTech but to help spread the knowledge to the campus community. On campus Sami serves as the Recruitment Director of the Zeta Beta Tau Fraternity and regular attends Cal Poly Entrepreneurs.

Sami Katwan

Director of Sponsors

 

Advisors

Dr. Rastad holds a Ph.D. in Economics and M.S. in Finance from University of Illinois. His research spans several areas of Finance and Economics, including corporate finance, pension funds, applied econometrics, industrial organization and behavioral economics. He has recently worked on capital structure decision of corporations, asset allocation of public pension funds, a theory for country cartels and interactions of emotions and economics decision-making.

Dr. Rastad holds a Ph.D. in Economics and M.S. in Finance from University of Illinois. His research spans several areas of Finance and Economics, including corporate finance, pension funds, applied econometrics, industrial organization and behavioral economics. He has recently worked on capital structure decision of corporations, asset allocation of public pension funds, a theory for country cartels and interactions of emotions and economics decision-making.

Dean is a junior at Lehigh University who currently stands as a B.S. candidate in Financial Engineering within the Integrated Business and Engineering (IBE) Honors Program. Dean is founder and president of both Lehigh FinTech Group and def hacks (), and is an advisory board member for Lehigh Consulting Group. Currently, Dean is a FP&A and Business Operations Intern at Tesla.

Dean is a junior at Lehigh University who currently stands as a B.S. candidate in Financial Engineering within the Integrated Business and Engineering (IBE) Honors Program. Dean is founder and president of both Lehigh FinTech Group and def hacks (), and is an advisory board member for Lehigh Consulting Group. Currently, Dean is a FP&A and Business Operations Intern at Tesla.

Dean Zimberg

Campus Advisor

Dr. Bednarek obtained his Ph.D. in Finance at the University of California, Berkeley in 2010 and subsequently worked as an Assistant Professor of Finance at the University of Melbourne through July 2012. He holds a Master of Science from the University of California, Berkeley and two Master of Science Degrees from the Warsaw School of Economics. His previous research focused on how technology growth and innovation create value in companies.

Dr. Bednarek obtained his Ph.D. in Finance at the University of California, Berkeley in 2010 and subsequently worked as an Assistant Professor of Finance at the University of Melbourne through July 2012. He holds a Master of Science from the University of California, Berkeley and two Master of Science Degrees from the Warsaw School of Economics. His previous research focused on how technology growth and innovation create value in companies.

Ruben Martin is the Co-Founder and CEO of Quivers, a full ecommerce solution, engaging authorized retailers for fulfillment, enabling new omnichannel experiences.

Ruben Martin is the Co-Founder and CEO of Quivers, a full ecommerce solution, engaging authorized retailers for fulfillment, enabling new omnichannel experiences.

Ruben Martin

Corporate Advisor


Where Our Team Has Worked