Careers in Finance: Building Skills Across Advisory &Corporate Roles

The focus will be on transferable skills such as business building, client strategy, credibility as a young professional, and how financial decision-making impacts real businesses and individuals, topics that resonate well with students interested in corporate finance, banking, and advisory roles.

Brian D. Trujillo, CFP®, is a Managing Director and Senior Vice President of Investments at Raymond James with over two decades of experience in wealth management. A proud University of Denver alumnus, he earned his BSBA in Finance in 2001 and began his career in 2000, building a practice focused on comprehensive financial strategies and client confidence. Brian specializes in investment management, retirement and education planning, and guiding individuals through high-impact financial decisions. These skills closely align with business building, client strategy, and credibility in professional finance roles. He is a CERTIFIED FINANCIAL PLANNER® professional and enjoys fly fishing, snowboarding, hiking, volleyball, and spending time with his wife Erin, their children Autumn and Brandon, and their dog, Whiskey.

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Christian Horvath

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