Videos

Associate, CohnReznick LLP

Matin is an Associate with CohnReznick LLP, one of the largest financial services firms in the United States. Working within …

Portfolio Manager, Hall Capital Partners

Jenn is a Portfolio Manager with Hall Capital Partners, an investment management firm in San Francisco. As a Portfolio Manager, …

Branch Manager, Regions Bank

Maurice is the Branch Manager of Regions Bank in Winter Park, FL. Although his main responsibility is the management and …

Senior Vice President and Commerical Lending Division Manager, Stock Yards Bank & Trust

John is the Senior Vice President and Commerical Lending Division Manager at Stock Yards Bank & Trust. Located in Indianapolis, …

Financial Controller, Indy Eleven Professional Soccer

Erin is the Financial Controller for Indy Eleven, Indianapolis’s professional soccer team. Based out of the city itself, Erin manages …

Accountant, Defense Finance Accounting Service

Linda is an Accountant with Defense Finance Accounting Service, the largest finance and accounting firm in the world. Being the …

Wealth and Investment Administrator, Indiana Trust Wealth Management

Cory is a Wealth and Investment Administrator with Indiana Trust Wealth Management. Although the company handles financial management for businesses …

Financial Advisor

Helen is a Financial Advisor with one of the largest financial advisory firms in the country. She walks us through …

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 …