Welcome to the Finance & Data Career Community. Here you can explore many resources available to you and make connects while engaging in Excelsior Connects as well as find help, mentoring and build your network!
Stories & News
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 …
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 …
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 …
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 …
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!
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 …
