AWF Magazine - December 2023.pdf

Julie Galloway expounded the long history of AT&T’s senior executives recognizing and supporting employees pursuing the CFA charter. She highlighted how the CFA curriculum guided her investment decisions made during her time in treasury and benefits. Jansen McGuire echoed these sentiments by emphasized that obtaining the CFA charter demonstrates strong analytical skills and a commitment to professional excellence.

Dan O’Grady shared that the CFA charter was directly applicable to his role in treasury equity investments and analyzing investment options for AT&T’s retirement plan. He cited that the CFA curriculum was directly relevant to his day-to-day roles analyzing stock performance and Investment policies. Kevin Marvin described how the CFA charter serves as a "foundational building block" in his career, enabling him to evaluate potential acquisitions, divestitures and joint ventures for AT&T. Kevin also highlighted the importance of understanding cash flow and its impact on investment decisions, noting that cashflow and financial statement analysis are key components of the CFA curriculum.