05/05/2026
Finance Association Concludes Spring Semester Speaker Series
by Joshua Frederick and Axel Grossmann
On Wednesday, April 15, the Finance Association hosted members of Parker College’s
Young Alumni Board as the final event of its spring semester guest speaker series. In a panel session, David Attaway (ACCT, 2009; MAcc, 2010), audit director for Symphona; Trent Doty (LOG, 2013), senior financial advisor for Wells Fargo; Jacqueline Jedlicka (ACCT & MGMT, 2019), audit manager for Symphona; and Tate Robins (MKTG & LOGT, 2019; MBA, 2025), materials manager for Nordson Corporation, covered several topics with the students in attendance.
The discussion started with an emphasis on staying flexible when evaluating job
opportunities and continued with a range of related topics, including how to approach job applications and navigate job offers, considering factors such as benefits and keeping a long-term perspective on career growth and work-life balance, the importance of certifications, double majors, and graduate degrees, as well as the challenges of transitioning from college to a professional career.
The discussion then pivoted to financial advising, particularly the relationship-building aspect of the industry. The speakers emphasized the importance of empathy, patience, and clear communication when working with clients, especially those with limited financial knowledge. They highlighted that building trust, maintaining transparency, and focusing on education are key to helping clients understand long-term financial goals and make informed decisions.
The panel concluded with advice on how to distinguish oneself during interviews
focusing on personal qualities and experiences that extend beyond one’s résumé or
academic credentials. While technical qualifications may secure an interview,
candidates must demonstrate authenticity, personality, and strong interpersonal skills to leave a lasting impression.