Recently Featured in Finance
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Channel: Soft Skills
Topic: Work Ethic: Stay focused on the task at hand
Tyler is an Accountant and a Senior Manager at Blue & Co., LLC, a Midwest-based financial services firm. Tyler not only explains his job functions as a manager, but also the step-by-step audit process that entry-level job seekers can expect to see the first day on the job.
Tyler is an Accountant and a Senior Manager at Blue & Co., LLC, a Midwest-based financial services firm. Tyler not only explains his job functions as a manager, but also the step-by-step audit process that entry-level job seekers can expect to see the first day on the job.
Major:
Accounting (Bachelor), Marketing (Bachelor)
City: Indianapolis
State: Indiana
City: Indianapolis
State: Indiana
Channel: Soft Skills
Topic: Leadership: Communication and trust
Tyler is an Accountant and a Senior Manager at Blue & Co., LLC, a Midwest-based financial services firm. Tyler not only explains his job functions as a manager, but also the step-by-step audit process that entry-level job seekers can expect to see the first day on the job.
Tyler is an Accountant and a Senior Manager at Blue & Co., LLC, a Midwest-based financial services firm. Tyler not only explains his job functions as a manager, but also the step-by-step audit process that entry-level job seekers can expect to see the first day on the job.
Major:
Accounting (Bachelor), Marketing (Bachelor)
City: Indianapolis
State: Indiana
City: Indianapolis
State: Indiana
Channel: Problem Solving
Topic: Avoid being generic in an interview; bring up specific examples
Matin is an Associate with CohnReznick LLP, one of the largest financial services firms in the United States. Working within the auditing field of his company, Matin ensures his clients, both private and public, are accurately reporting their financials to their investors and the public. Matin will visit with clients on-location and go...
Matin is an Associate with CohnReznick LLP, one of the largest financial services firms in the United States. Working within the auditing field of his company, Matin ensures his clients, both private and public, are accurately reporting their financials to their investors and the public. Matin will visit with clients on-location and go...
Major:
Accounting and Finance (Bachelor), Accounting (Masters)
City: Los Angeles
State: California
City: Los Angeles
State: California
Channel: Mentorship
Topic: Rely on your mentor for the most current news and trends
Matin is an Associate with CohnReznick LLP, one of the largest financial services firms in the United States. Working within the auditing field of his company, Matin ensures his clients, both private and public, are accurately reporting their financials to their investors and the public. Matin will visit with clients on-location and go...
Matin is an Associate with CohnReznick LLP, one of the largest financial services firms in the United States. Working within the auditing field of his company, Matin ensures his clients, both private and public, are accurately reporting their financials to their investors and the public. Matin will visit with clients on-location and go...
Major:
Accounting and Finance (Bachelor), Accounting (Masters)
City: Los Angeles
State: California
City: Los Angeles
State: California
Channel: Career Management
Topic: Meet with supervisors throughout the year
Jenn is a Portfolio Manager with Hall Capital Partners, an investment management firm in San Francisco. As a Portfolio Manager, Jenn is responsible for the financial health of her clients' retirement funds and overall wealth investment strategy. With clients' assets ranging from $100 million to $2 billion, Jenn tackles more than the basics of...
Jenn is a Portfolio Manager with Hall Capital Partners, an investment management firm in San Francisco. As a Portfolio Manager, Jenn is responsible for the financial health of her clients' retirement funds and overall wealth investment strategy. With clients' assets ranging from $100 million to $2 billion, Jenn tackles more than the basics of...
Major:
Economics (Bachelor), MBA (Masters)
City: San Francisco
State: California
City: San Francisco
State: California
Channel: Critical Thinking
Topic: Explain times you changed your mind because of new data
Jenn is a Portfolio Manager with Hall Capital Partners, an investment management firm in San Francisco. As a Portfolio Manager, Jenn is responsible for the financial health of her clients' retirement funds and overall wealth investment strategy. With clients' assets ranging from $100 million to $2 billion, Jenn tackles more than the basics of...
Jenn is a Portfolio Manager with Hall Capital Partners, an investment management firm in San Francisco. As a Portfolio Manager, Jenn is responsible for the financial health of her clients' retirement funds and overall wealth investment strategy. With clients' assets ranging from $100 million to $2 billion, Jenn tackles more than the basics of...
Major:
Economics (Bachelor), MBA (Masters)
City: San Francisco
State: California
City: San Francisco
State: California
Channel: Financial Literacy
Topic: Maximize your 401k contributions up to your company match
Erin is the Financial Controller for Indy Eleven, Indianapolis's professional soccer team. Based out of the city itself, Erin manages all of the team's financial operations, from payroll and budget forecasting to preparing financial statements and reviewing potential contracts. On game days, Erin arrives to the stadium 3 hours early to ensure...
Erin is the Financial Controller for Indy Eleven, Indianapolis's professional soccer team. Based out of the city itself, Erin manages all of the team's financial operations, from payroll and budget forecasting to preparing financial statements and reviewing potential contracts. On game days, Erin arrives to the stadium 3 hours early to ensure...
Major:
Accounting (Bachelor)
City: Indianapolis
State: Indiana
City: Indianapolis
State: Indiana
Channel: Second Round Interviews
Topic: Be up to date on the company's current events
Erin is the Financial Controller for Indy Eleven, Indianapolis's professional soccer team. Based out of the city itself, Erin manages all of the team's financial operations, from payroll and budget forecasting to preparing financial statements and reviewing potential contracts. On game days, Erin arrives to the stadium 3 hours early to ensure...
Erin is the Financial Controller for Indy Eleven, Indianapolis's professional soccer team. Based out of the city itself, Erin manages all of the team's financial operations, from payroll and budget forecasting to preparing financial statements and reviewing potential contracts. On game days, Erin arrives to the stadium 3 hours early to ensure...
Major:
Accounting (Bachelor)
City: Indianapolis
State: Indiana
City: Indianapolis
State: Indiana
Channel: Financial Literacy
Topic: Take the long view and prioritize your budget
Cory is a Wealth and Investment Administrator with Indiana Trust Wealth Management. Although the company handles financial management for businesses and organizations, Cory's main focus is on family legacies. He works with clients, sometimes as young as 16 or 17, to discuss the appropriate paths and investments to reach goals for not just them...
Cory is a Wealth and Investment Administrator with Indiana Trust Wealth Management. Although the company handles financial management for businesses and organizations, Cory's main focus is on family legacies. He works with clients, sometimes as young as 16 or 17, to discuss the appropriate paths and investments to reach goals for not just them...
Major:
Finance (Bachelor), MBA (Masters)
City: Muncie
State: Indiana
City: Muncie
State: Indiana
Channel: Critical Thinking
Topic: Clubs and organizations will expose you to diverse opinions
Cory is a Wealth and Investment Administrator with Indiana Trust Wealth Management. Although the company handles financial management for businesses and organizations, Cory's main focus is on family legacies. He works with clients, sometimes as young as 16 or 17, to discuss the appropriate paths and investments to reach goals for not just them...
Cory is a Wealth and Investment Administrator with Indiana Trust Wealth Management. Although the company handles financial management for businesses and organizations, Cory's main focus is on family legacies. He works with clients, sometimes as young as 16 or 17, to discuss the appropriate paths and investments to reach goals for not just them...
Major:
Finance (Bachelor), MBA (Masters)
City: Muncie
State: Indiana
City: Muncie
State: Indiana
Channel: Soft Skills
Topic: Leadership: Treat your employees how you treat your clients
Cory is a Wealth and Investment Administrator with Indiana Trust Wealth Management. Although the company handles financial management for businesses and organizations, Cory's main focus is on family legacies. He works with clients, sometimes as young as 16 or 17, to discuss the appropriate paths and investments to reach goals for not just them...
Cory is a Wealth and Investment Administrator with Indiana Trust Wealth Management. Although the company handles financial management for businesses and organizations, Cory's main focus is on family legacies. He works with clients, sometimes as young as 16 or 17, to discuss the appropriate paths and investments to reach goals for not just them...
Major:
Finance (Bachelor), MBA (Masters)
City: Muncie
State: Indiana
City: Muncie
State: Indiana
Channel: Critical Thinking
Topic: Ask the
Linda is an Accountant with Defense Finance Accounting Service, the largest finance and accounting firm in the world. Being the financial services firm for the U.S. Department of Defense, Linda's organization is responsible for paying all U.S. war fighters and civilians alike. Linda's direct role is to analyze payment data and prepare financial...
Linda is an Accountant with Defense Finance Accounting Service, the largest finance and accounting firm in the world. Being the financial services firm for the U.S. Department of Defense, Linda's organization is responsible for paying all U.S. war fighters and civilians alike. Linda's direct role is to analyze payment data and prepare financial...
Major:
Accounting (Bachelor)
City: Indianapolis
State: Indiana
City: Indianapolis
State: Indiana
Channel: Soft Skills
Topic: Teamwork: Be open to different personalities
Linda is an Accountant with Defense Finance Accounting Service, the largest finance and accounting firm in the world. Being the financial services firm for the U.S. Department of Defense, Linda's organization is responsible for paying all U.S. war fighters and civilians alike. Linda's direct role is to analyze payment data and prepare financial...
Linda is an Accountant with Defense Finance Accounting Service, the largest finance and accounting firm in the world. Being the financial services firm for the U.S. Department of Defense, Linda's organization is responsible for paying all U.S. war fighters and civilians alike. Linda's direct role is to analyze payment data and prepare financial...
Major:
Accounting (Bachelor)
City: Indianapolis
State: Indiana
City: Indianapolis
State: Indiana
Channel: Resume Writing
Topic: Proper length for a government resume
Linda is an Accountant with Defense Finance Accounting Service, the largest finance and accounting firm in the world. Being the financial services firm for the U.S. Department of Defense, Linda's organization is responsible for paying all U.S. war fighters and civilians alike. Linda's direct role is to analyze payment data and prepare financial...
Linda is an Accountant with Defense Finance Accounting Service, the largest finance and accounting firm in the world. Being the financial services firm for the U.S. Department of Defense, Linda's organization is responsible for paying all U.S. war fighters and civilians alike. Linda's direct role is to analyze payment data and prepare financial...
Major:
Accounting (Bachelor)
City: Indianapolis
State: Indiana
City: Indianapolis
State: Indiana
Channel: Second Round Interviews
Topic: Show the employer you are completely engaged and interested
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...
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...
Major:
Management (Bachelor)
City: Danbury
State: Connecticut
City: Danbury
State: Connecticut
Channel: Group Interviews
Topic: People who are genuine and kind will stand out
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...
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...
Major:
Management (Bachelor)
City: Danbury
State: Connecticut
City: Danbury
State: Connecticut
Channel: Financial Literacy
Topic: First bit of extra money should start an emergency fund
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...
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...
Major:
Management (Bachelor)
City: Danbury
State: Connecticut
City: Danbury
State: Connecticut
Channel: Second Round Interviews
Topic: Show your desire and ambition to hit the ground running
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...
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...
Major:
French (Bachelor), MBA (Masters)
City: Danbury
State: Connecticut
City: Danbury
State: Connecticut
Channel: Critical Thinking
Topic: It can be used at any stage of your career in any industry
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...
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...
Major:
French (Bachelor), MBA (Masters)
City: Danbury
State: Connecticut
City: Danbury
State: Connecticut
Channel: Soft Skills
Topic: Try not to prejudge your team project members
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...
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...
Major:
French (Bachelor), MBA (Masters)
City: Danbury
State: Connecticut
City: Danbury
State: Connecticut
Channel: Disabilities
Topic: Be forthcoming so your employer can help with assistance
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...
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...
Major:
Human Resource Management (Bachelor)
City: Maple Grove
State: Minnesota
City: Maple Grove
State: Minnesota
Channel: Group Interviews
Topic: Be sure to acknowledge and address all interviewers
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...
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...
Major:
Human Resource Management (Bachelor)
City: Maple Grove
State: Minnesota
City: Maple Grove
State: Minnesota
Channel: Starting a New Job
Topic: Always ask for more assignments when your work is finished
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...
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...
Major:
Economics (Bachelor), MBA (Masters)
City: Minneapolis
State: Minnesota
City: Minneapolis
State: Minnesota
Channel: Second Round Interviews
Topic: Learn even more about the company and explain how you fit in
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...
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...
Major:
Business Administration (Bachelor)
City: Philadelphia
State: Pennsylvania
City: Philadelphia
State: Pennsylvania