Videos

Manager of Financial Planning, Kaman Aerospace Corporation

Christian is a Manager of Financial Planning for Kaman Aerospace Corporation, an aerospace manufacturing company with locations throughout the country. …

Financial Advisor and Certified Financial Planner, Raymond James Financial Services

David is a Financial Advisor and Certified Financial Planner with Raymond James Financial Services, of of the largest financial services …

Accountant and Principal, Fiorita, Kornhaas & Company, P.C.

Scott is an Accountant and a Principal with Fiorita, Kornhaas & Company, P.C. Located in Danbury, CT, Scott and his …

Process Assurance Project Manager

Hannah is a Process Assurance Project Manager for a large financial services firm. Based out of Danbury, CT, Hannah is …

HR Specialist, TopLine Federal Credit Union

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 …

Business Unit Controller, Silver King – Marmon Group

Katie is the Business Unit Controller for Silver King, one of the most successful commercial refrigeration manufacturers and installers in …

Chris Borden, Associate Vice President, Stedmark Partners

Chris is a Financial Advisor and an Associate Vice President at Stedmark Partners, a wealth management group within Janney Montgomery …

Mike Keim, President, Univest Bank and Trust Co.

Mike is the President of Univest Bank and Trust Co. in Souderton, PA. With a background in accounting and finance, …

Chief Financial Officer, Mitsubishi Securities USA and Canada

Keith is the Chief Financial Officer for both Mitsubishi Securities USA and Mitsubishi Securities Canada. His two main roles are …