ACCOUNTANT – LOAN OFFICER – PERSONAL FINANCIAL ADVISOR

Charlene Seward

What Accountants do:

Analyze financial information and prepare financial reports to determine or maintain record of assets, liabilities, profit and loss, tax liability, or other financial activities within an organization.

Company: Valente and Seward
Title: Certified Public Accountant

What Training have you Received? I am a graduate of Castleton University and licensed as a Certified Public Accountant.

What do you enjoy doing when you aren’t at work?
I love the outdoors and spending time with my family and friends.


Jordan Miles

What Loan Officers do:

Evaluate, authorize, or recommend approval of commercial, real estate, or credit loans. Advise borrowers on financial status and payment methods. Includes mortgage loan officers and agents, collection analysts, loan servicing officers, and loan underwriters.

Company: Vermont State Employees Credit Union
Title: Loan Officer

What are 2 things you really like/enjoy about your job?
The things I enjoy most about my career is having the ability to share and use my knowledge and experience to help others reach their goals. I also love the relationships that I am able to build in and outside of the office.

What Training have you Received?

I have had a wide variety of financially related training. I learn something new every day from the various situation I encounter. Formally I have participated in account, loan and IRA training. I have also taken part in personal development and marketing seminars as well as Young Professional Summits.

What do you enjoy doing when you aren’t at work?

When I am not at work I love being outside. I greatly enjoy hiking, fishing and playing Rugby.


Collin Fingon

What Personal Financial Advisors do:

Advise clients on financial plans using knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients’ assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives.

Company: Cetera Advisors, LLC
Title: Financial Planner

What are 2 things you really like/enjoy about your job?
I enjoy helping people navigate through and get control of their finances. A major source of stress in most people’s live is money, my skill set allows me to assist in letting people focus their lives on other things besides money. Financial Consulting is a good mix of analytical work as well as people and communications work. I get to work with numbers and real people on a day to day basis.

What Training have you Received?

I have an undergraduate degree in Business Administration as well as an M.B.A with a concentration in finance. Since graduate and post graduate university, I have also taken course work with the Certified Financial Planning Institute. In order to obtain and maintain the various securities and insurance license’s I have, I am required to take an ongoing amount of continuing education each year.

What do you enjoy doing when you aren’t at work?

I enjoy being a husband to my spectacular wife Jackie and a father to my awesome son Asa!
We love Vermont because we can enjoy the outdoors and all it has to offer. We have the mountains, the lakes, the woods, the trails all within a few minute of our home. Telecommunications in 2018 keeps me connected to my clients all over the US, so I get to enjoy living where we want to be!
We also enjoy traveling the world, and with the Rutland airport it is easy to hop to Boston and be on an international flight in no time!