2020 Mentor Application - Professional Mentorship Program CFA Society Minnesota Question Title * 1. Please complete the following contact information: Name Company City/Town Email Address Phone Number OK Question Title * 2. In what industry do you currently work (choose as many that apply)? Buy-side Private equity Wealth Management Corporate finance RIA Sell-side Investment banking Sales/relationship management Alternatives Family office Other (please specify) OK Question Title * 3. What is your current role (choose as many that apply)? Portfolio Manager Quantitative Analyst Investment Analyst Consultant Research Analyst Risk Manager Product Manager Financial Advisor Executive Leader Trader Other (please specify) OK Question Title * 4. Have you participated in a mentorship before (choose as many that apply)? Yes, as a mentee Yes, as a mentor First time Other (please specify) OK Question Title * 5. If you've had a previous mentorship experience(s) can you please briefly describe. OK Question Title * 6. Please include a direct link to your LinkedIn profile. OK Question Title * 7. Describe the roles you have held over your career – estimated number of years, areas of focus, and what responsibilities you held. OK Question Title * 8. Please rank how you can best help a potential mentee (1 being most helpful, 5 being least helpful). 1 2 3 4 5 Industry knowledge 1 2 3 4 5 Professional coaching 1 2 3 4 5 Career exploration 1 2 3 4 5 Network building 1 2 3 4 5 Personal development OK Question Title * 9. Do you have any particular skills, interests, or areas of focus (finance or otherwise) that could be helpful for a mentee? OK Question Title * 10. What area(s) of the Twin Cities are you best able to meet (we'll do our best to accommodate)? OK Question Title * 11. Are you able to meet outside of these areas if need be (we'll do our best to accommodate your preference)? Yes No Possibly Other (please specify) OK Question Title * 12. Is there anything else you would like us to know? OK DONE