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University of Minnesota Videos
HR Specialist, TopLine Federal Credit Union
UM Duluth Nick is a Human Resources Specialist with TopLine Federal Credit Union, a Minnesota-based not-for-profit and member-owned financial services cooperative. Nick's role is to work with all of the company's hiring managers to find great talent
for open positions as well as oversee new hire on-boarding to ensure each candidate gets off to a great start. Since the field of human resources can take on many forms, Nick encourages any interested students to spend some time shadowing or
interning in different environments to see where you can envision yourself thriving.
Major:
Human Resource Management (Bachelor)
City: Maple Grove
State: Minnesota
City: Maple Grove
State: Minnesota
Business Unit Controller, Silver King - Marmon Group
Minnesota Experience Katie is the Business Unit Controller for Silver King, one of the most successful commercial refrigeration manufacturers and installers in the country. Katie handles all of the accounting and finance for the company, including pricing and costing,
financial analysis, expense report audits, procurement and purchasing, and much more. Katie urges any students interested in business to spend some time in an accounting department to get a first-hand, real-world look at how a business operates.
Major:
Economics (Bachelor), MBA (Masters)
City: Minneapolis
State: Minnesota
City: Minneapolis
State: Minnesota
Manager of Public Relations, Finance Division, U.S. Bank
Minnesota Experience Spencer is the Manager of Public Relations for the Finance Division U.S. Bank. Based out of Minneapolis, Spencer works with both internal company communications and external public relations. Whether an internal change policy or the launch of a new
product, Spencer works tirelessly to ensure all communications are consistent across all mediums.
Major:
Public & Nonprofit Management (Bachelor)
City: Minneapolis
State: Minnesota
City: Minneapolis
State: Minnesota
Associate Accountant, CliftonLarsenAllen LLP
UM Duluth Experience Emily is an associate with CliftonLarsenAllen LLP, a professional services firm located in Duluth, MN. Her main role is in the audit and tax department where she will perform audits for firms clients, typically privately held companies. Emily will go
on-site to clients perform an audit, review, or compilation of their financial statements. Find out how to get into a rewarding career for anyone who loves numbers!
Major:
Accounting (Bachelor), Finance (Bachelor)
City: Duluth
State: Minnesota
City: Duluth
State: Minnesota
Director of Finance and Operations, Men as Peacemakers
UM Duluth Experience Michael is the Director of Finance and Operations at Men as Peacemakers, a nonprofit that builds "safe communities through programs that address and undermine the root causes of violence against women and children." Michael's role is
to lead the financial and business operations of the organization.
Major:
MBA (Masters), Accounting (Bachelor)
City: Duluth
State: Minnesota
City: Duluth
State: Minnesota
Candid Career Videos
Manager of Financial Planning, Kaman Aerospace Corporation
WCSU Experience
Christian is a Manager of Financial Planning for Kaman Aerospace Corporation, an aerospace manufacturing company with locations throughout the country. Christian's main responsibility is to create a detailed annual operating plan for the
manufacturing business to use as a financial guide. Throughout the year Christian is submitting additional supplementary management reports and continually updating the forecast to give the production plants the most accurate and current financial
data.
Major:
Mathematics (Bachelor), Finance (Bachelor), Finance (Masters), MBA (Masters)
City: Hartford
State: Connecticut
City: Hartford
State: Connecticut
Financial Advisor and Certified Financial Planner, Raymond James Financial Services
WCSU Experience
David is a Financial Advisor and Certified Financial Planner with Raymond James Financial Services, of of the largest financial services firms in the country. Based out of Union Savings Bank in Danbury, CT, David walks us through the entire lifecycle
of a client, from initial prospective meeting to retirement planning. David also tells new graduates with a little extra cash coming in to set up an emergency fund before any other investing.
Major:
Management (Bachelor)
City: Danbury
State: Connecticut
City: Danbury
State: Connecticut
Process Assurance Project Manager
WCSU Experience
Hannah is a Process Assurance Project Manager for a large financial services firm. Based out of Danbury, CT, Hannah is responsible for the IT risk and control for an application development team. She uses her extensive audit experience to manage the
risk assurances, which can range from corrupted code in the back-end to keeping unauthorized users from using the system software.
Major:
French (Bachelor), MBA (Masters)
City: Danbury
State: Connecticut
City: Danbury
State: Connecticut
Accountant and Principal, Fiorita, Kornhaas & Company, P.C.
WCSU Experience
Scott is an Accountant and a Principal with Fiorita, Kornhaas & Company, P.C. Located in Danbury, CT, Scott and his team specialize in tax preparation and general accounting for both individuals and small businesses in the region. Scott tells us
the "x factor" that makes accountants successful is their ability to communicate complex financial matters to to their clients, especially those with little-to-no experience in finance.
Major:
Accounting (Bachelor)
City: Danbury
State: Connecticut
City: Danbury
State: Connecticut
Chris Borden, Associate Vice President, Stedmark Partners
Temple Experience
Chris is a Financial Advisor and an Associate Vice President at Stedmark Partners, a wealth management group within Janney Montgomery Scott LLC. Overseeing a portfolio over $1.5 billion, Chris and his team work with both new and legacy clients to
manage their investments to maximize their retirements and save for life's big moments. Find out how to leverage both a love of finance with a passion for relationship-building into a fulfilling career!
Major:
Business Administration (Bachelor)
City: Philadelphia
State: Pennsylvania
City: Philadelphia
State: Pennsylvania
Mike Keim, President, Univest Bank and Trust Co.
Temple Experience
Mike is the President of Univest Bank and Trust Co. in Souderton, PA. With a background in accounting and finance, Mike oversees all of the operations of the $4.5 billion bank, from consumer and commercial lending to technology, insurance, and wealth
management. Although finance degrees are the norm, Mike tells us that there are many avenues that can lead to Univest. If a student has the desire to learn and the skills to interact with people, Mike and his team can teach them the banking.
Major:
Accounting (Bachelor)
City: Souderton
State: Pennsylvania
City: Souderton
State: Pennsylvania
Chief Financial Officer, Mitsubishi Securities USA and Canada
SUNY Oswego Experience
Keith is the Chief Financial Officer for both Mitsubishi Securities USA and Mitsubishi Securities Canada. His two main roles are to manage the financial regulatory reporting of the broker dealer as well as be the chief financial liaison between North
America and the headquarters in Tokyo. Find out why a job applicant's outside interests might be the tipping point for hiring!
Major:
Accounting (Bachelor)
City: New York
State: New York
City: New York
State: New York
Human Resources Manager, First Metro Bank
North Alabama Experience
Leann is the Human Resources Manager for First Metro Bank, an independent community bank serving all of Northwest Alabama. When she's not busy with talent acquisition or employee education, Leann is working with publications and radio stations
on the messaging and marketing materials for the bank.
Major:
English (Bachelor), Sociology (Graduate)
City: Florence
State: Alabama
City: Florence
State: Alabama
Owner and Managing Partner; Patterson, Prince + Associates PC
North Alabama Experience
Lisa is the Owner and Managing Partner of Patterson, Prince + Associates PC, an accounting and auditing firm based out of Florence, Alabama. She describes the tax filing process in-depth and offers her best advice to students interested in becoming
CPAs!
Major:
Accounting (Bachelor)
City: Florence
State: Alabama
City: Florence
State: Alabama
Managing Director, Morgan Stanley
Virginia Tech Experience
Tracy is a Managing Director in the Institutional Equity division at Morgan Stanley. Focusing on Morgan Stanley's client business, Tracy is in charge of client strategy and business development to ensure clients around the globe are delivered
the best of Morgan Stanley's solutions and offerings.
Major:
Finance (Bachelor)
City: New York
State: New York
City: New York
State: New York
Vice President of Finance, Inorganic Ventures
Virginia Tech Experience
Justin is the Vice President of Finance for Inorganic Ventures, an inorganic standards and reference material manufacturer in Virginia. Justin's label may be "finance", but he has a heavy hand in the strategic direction of the company.
From quality control and information technology to financial reporting and all corporate-related affairs, Justin and his team are the financial and strategic backbone of an exciting company!
Major:
Finance (Bachelor)
City: Blacksburg
State: Virginia
City: Blacksburg
State: Virginia
Venture Banker and Managing Director, Ultra Advisors
Virginia Tech Experience
Thomas is a Venture Banker and a Managing Director with Ultra Advisors. Based out of New York City, Thomas works with startups primarily in the technology industry to guide them through their funding rounds and into the early stages of being a
profitable company. Not only does Thomas lead investment efforts, he also doubles as a trusted advisor to his companies, offering his management knowledge to new CEOs.
Major:
Management and Finance (Bachelor), MBA (Masters)
City: New York
State: New York
City: New York
State: New York
VP, Retail Market Leader at First Merchant's Bank
Ball State Experience
Ben is the Vice President and the Retail Market Leader for First Merchant's Bank. His main charge is to review, develop, and implement strategies to reach and exceed sales goals at over 14 banking centers in his region.
Major:
Finance (Bachelor), MBA (Masters)
City: Muncie
State: Indiana
City: Muncie
State: Indiana
Commercial Banker, Huntington Bank
Ball State Experience
Michael is a Commercial Banker with Huntington Bank. Based out of Indianapolis, Michael works with businesses and organizations with values up to $50 million to help them purchase other businesses or production equipment. Whether it's a
corporate startup or nonprofit or a church, Michael will analyze financials and risks to determine if the loan should be approved.
Major:
Finance (Bachelor)
City: Indianapolis
State: Indiana
City: Indianapolis
State: Indiana
Accounting Supervisor, Steel Dynamics, Inc.
Ball State Experience
Tyler is the Accounting Supervisor at Steel Dynamics, one of the largest domestic steel producers and metals recyclers in the United States. Tyler advises all accounting students to take their CPA exams right out of college while their knowledge and
study habits are still fresh. And to land your first job? Go to your career fair starting as a sophomore. Get the experience and exposure so it'll be second-nature when you return as a junior!
Major:
Accounting (Bachelor), Accounting (Masters)
City: Fort Wayne
State: Indiana
City: Fort Wayne
State: Indiana
Director of Internal Audit, State of Indiana Bureau of Motor Vehicles
Ball State Experience
Adam is the Director of Internal Audit for the State of Indiana Bureau of Motor Vehicles. He walks us through the investigative method for auditing over 100 processes within the department, from registration requests to photos for license renewals.
Adam also explains the day-to-day role of the internal auditor, from entry level up to his role as Director.
Major:
Finance (Bachelor), Human Resource Management (Bachelor), Accounting and Financial Management (Masters)
City: Indianapolis
State: Indiana
City: Indianapolis
State: Indiana
Financial Specialist, US Department of Defense
Ball State Experience
David is a Financial Specialist within the United States Department of Defense. Based out of Indianapolis, David and his team work largely on optimizing the civilian payroll system. With a background in business and experience in accounting, David
helped conceive and implement the Phase Retirement program. Instead of completely leaving the company altogether, retirees now have the option to take on a mentorship role as their hours are gradually decreased into retirement.
Major:
Business Administration (Bachelor)
City: Indianapolis
State: Indiana
City: Indianapolis
State: Indiana
Treasury Analyst and Author, Adventist Healthcare
UMGC Experience
Lionel is a treasury analyst with Adventist Healthcare as well as an author of "Money Smart Millennials", a guide to financial stabilities through your twenties and thirties. Whether advising a recent college graduate or analyzing projects
for his company, Lionel tells us that every financial endeavor begins with a budget!
Major:
Finance (Bachelor)
City: Gaithersburg
State: Maryland
City: Gaithersburg
State: Maryland
Assistant Director, Budget Administration, University of Maryland University College
UMGC Experience
Alyssa is the Assistant Director of the Budget Administration at the University of Maryland University College. Her duties are to oversee the budget for three departments: Career Services, Alumni Relations, and Development. When Alyssa isn't
working on the budgets she is also helping the university decide on which projects to spend donations.
Major:
Psychology (Bachelor), Legal and Ethical Studies (Masters)
City: Adelphi
State: Maryland
City: Adelphi
State: Maryland
Mutual Fund Project Manager, Vanguard
Gary is a Project Manager for Vanguard in Valley Forge, PA. With an MBA and Masters in Leadership Development, Gary gives students straight-forward advice on getting ahead!
Major:
Finance (Bachelor), MBA (Masters)
City: Valley Forge
State: Pennsylvania
City: Valley Forge
State: Pennsylvania
Accounting Clerk, University of Maryland Eastern Shore
UMES Experience
Anshay is an accounting clerk for student accounts with the University of Maryland Eastern Shore. Her main goal is to ensure every student is educated on handling their university finances, including tuition payments, funds, fees, and scholarships.
Major:
Criminal Justice (Bachelor)
City: Princess Anne
State: Maryland
City: Princess Anne
State: Maryland
Manager and Consultant, KPMG
Penn State Experience
Sara is a financial consultant and manager with KPMG. Based out of Philadelphia, Sara and her team focus mainly on revenue cycle work with different healthcare systems, from hospitals and hospice care to various physician networks.
Major:
Health Policy & Administration (Bachelor), Finance (Bachelor)
City: Philadelphia
State: Pennsylvania
City: Philadelphia
State: Pennsylvania
Associate Director of Market Access, Reimbursement, and Economics; Zimmer Biomet
Penn State Experience
Ron is the Associate Director of Market Access, Reimbursement, and Healthcare Economics for Zimmer Biomet, a leader in the medical device industry. His main tasks are to train hospital staff in reimbursements and to explain his company's various
technology offerings to the insurance companies.
Major:
Health Policy & Administration (Bachelor), Healthcare Administration (Masters)
City: Pittsburgh
State: Pennsylvania
City: Pittsburgh
State: Pennsylvania
Chris Vassallo, Senior Financial Planner, RTD Financial Advisors
Temple Experience
Chris is a Senior Financial Planner with RTD Financial Advisors, Inc. Located in Philadelphia, Chris walks us through the on-boarding process for a new client, from the first meeting about values and history to the fourth meeting where they finally
look at investment options.
Major:
Finance (Bachelor), Real Estate (Bachelor)
City: Philadelphia
State: Pennsylvania
City: Philadelphia
State: Pennsylvania