Navigon Financial Group
Address: 3025 Carrington Mill Blvd #150, Morrisville, NC 27560 Hours: Closed ⋅ Opens 8AM Thursday8AM–5PMFriday8AM–5PMSaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (919) 941-6235: Category: Website: : : : Place name: : : Website: http://www.navfin.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Navigon Financial Group, Inc. Posting publicly on the Web Write a review Reviews Be the first to review
Navigon Financial Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Navigon Financial Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Navigon Financial Group Employees
Navigon Financial Group December 2013 - September 2015
The Teague Group May 2012 - November 2013
TIAA-CREF August 2005 - July 2007
Vanguard March 2004 - August 2005
Skills
Financial Analysis, Financial Services, PowerPoint, Financial Strategies, Insurance Strategies, Capital Accummulation, Charitable Giving..., Employee Benefits, Business Needs Analysis, Estate Planning..., IRAs, Personal Life Insurance, Personal Needs Analysis, Retirement Strategies, Retirement Planning, Life Insurance, Executive Benefit..., Key-Person Insurance, Pension Plans, Fixed Annuities, Finance, Sales, Insurance, 401k, Wealth Management, Retirement, Mutual Funds, Asset Allocation, Estate Planning
Education
UNC Charlotte 1998 — 2003
BSBA in Marketing, BSBA in International Business, BA in Communications, Organizational Communications
Albemarle High School 1994 — 1998
CBA Networking December 2014 - Present
Navigon Financial Group October 2014 - Present
Northwestern Mutual June 2014 - October 2014
Monteagle Fire Department April 2013 - May 2014
Dicks Sporting Goods June 2012 - January 2013
Skills
Microsoft Office, Political Science, Microsoft Word, Social Media, PowerPoint
Education
Sewanee-The University of the South 2009 — 2014
Political Science and Government
Charlotte Country Day School
Myers Park High School
Serta International July 2013 - Present
PNC May 2011 - July 2013
Navigon Financial Group 2008 - 2011
Skills
Cold Calling, Competitive Analysis, Portfolio Management, CRM, Sales, Investments, Financial Services, Management, Sales Management, Customer Service, Leadership, Banking, Mutual Funds, Retail
Education
University of North Carolina at Chapel Hill 2002 — 2005
Communication Studies
Statewide Mortgage LLC February 2014 - Present
Swisher & Associates Insurance February 2014 - Present
Discover Financial Services October 2012 - January 2014
Navigon Financial Group June 2011 - July 2012
Bankers Life and Casualty June 2010 - July 2011
Skills
Wealth, Disability Insurance, Fixed Annuities, Estate Planning, Retirement Planning, Health Insurance, Life Insurance, Retirement, Leadership, Strategic Financial..., Investments, Loans, Mortgage Lending, Customer Service, Finance, Public Speaking
Education
University of Kentucky 2007 — 2010
Bachelor of Science, Agricultural Economics
University of the Virgin Islands U.S.V.I. 2008 — 2009
Marketing and Management
Transylvania University 2006 — 2007
Philosophy
Capitol Financial Solutions May 2013 - Present
Navigon Financial Group January 2011 - May 2013
Education
Appalachian State University 2003 — 2006
B.S., Biology
Mapcom Systems March 2013 - Present
MassMutual Financial Group April 2012 - March 2013
Mass Mutual Financial Group April 2009 - April 2012
Navigon Financial Group July 2007 - March 2009
Ameriprise Financial February 2003 - July 2007
Lucent Technologies September 1994 - December 2001
Skills
Insurance, Training, Recruiting, Investments, Marketing, Sales, Portfolio Management, Financial Services, Leadership, Consulting, Employee Benefits, Entrepreneurship, Risk Management, Retirement, Finance, Sales Management, Asset Management, Securities, Banking, Software Development, Financial Planners, Financial Planning
Education
Loughborough University 1991 — 1994
B.Sc., Computer Science
The Open University 1997 — 2000
M.Sc., Computing for Commerce & Industry
Patchway High School 1980 — 1990
Yadkin Bank July 2014 - Present
Archer Investment Management Raleigh, NC August 2012 - November 2012
Navigon Financial Group April 2010 - August 2012
Pinehurst Capital February 2010 - April 2010
Paint Your Wings August 2007 - February 2010
Appalachian State University UREC January 2007 - August 2007
Skills
Leadership, Training, Strategy, Management, Sales, Risk Management, Event Planning, Email Marketing, Event Management, Coaching, Customer Service, Analysis, Business Planning, Investments, Advertising, Time Management, Market Research, Sales Management, Wealth Management, Interviews
Education
Appalachian State University 2004 — 2007
BS, Recreation Management, Psychology
Pinecrest High School 2000 — 2004
Stryker April 2013 - Present
AvWatch September 2012 - March 2013
Tier 3 Financial Services May 2012 - December 2012
Navigon Financial Group May 2011 - August 2011
United States Marine Corps May 2010 - July 2010
Governors Club Tennis January 2007 - January 2010
Skills
Financial Analysis, Leadership, Sales, Finance, Microsoft Word, Microsoft Office, Microsoft Excel
Education
University of North Carolina at Wilmington 2008 — 2012
Business, Finance
Navigon Financial Group December 2013 - Present
SECU November 2012 - December 2013
Pool Professionals April 2001 - October 2006
Education
Campbell University 2004 — 2011
Master of Business Administration (MBA), Finance
KPMG July 2013 - Present
Genox INC May 2011 - May 2012
MyTripCoach May 2008 - July 2011
Navigon Financial Group May 2010 - August 2010
Best Practices, LLC May 2010 - August 2010
University Directories June 2009 - October 2009
Skills
Economics, Financial Analysis, Strategic Planning, Leadership, Business Development, Marketing, Social Media, Sales, Statistics, Research, Public Speaking, Microsoft Excel, PowerPoint, Market Research, Marketing Communications, Accounting, Financial Modeling
Education
UNC Kenan-Flagler Business School 2012 — 2013
Master's degree, Accounting
University of North Carolina at Chapel Hill 2007 — 2011
BA, Economics
Navigon Financial Group August 2011 - Present
Dickens Mitchener October 1991 - 2006
Skills
Financial Analysis, Real Estate, Public Speaking, Loans, Marketing, Real Estate Economics, Investments, Analysis, Finance, Real Estate Transactions, Credit
Education
UNC Chapel Hill 1969 — 1971
Master of Business Administration (M.B.A.), Finance, General
Davidson College; NC State, UNC
Navigon Financial Group October 2014 - Present
Abiding Wealth Advisors, LLC May 2012 - September 2014
UC Synergetic May 2008 - September 2011
The Park National Bank June 2007 - September 2008
Skills
Finance, Employee Benefits, Microsoft Office, 401k, Small Business, Team Building, Retirement Planning, Insurance, Investments, Mutual Funds, Disability Insurance, Financial Advisory, Data Analysis, Group Benefit Plans, College Savings Plans, 401k Rollovers, RIAs, Licensed Life & Health..., Simple IRA, Personal Financial..., 529 Plans, Roth IRA
Education
The Ohio State University 2007 — 2012
Bachelor of Science (B.S.), Environmental and Developmental Economics
Carolinas Healthcare System December 2011 - November 2014
First Data/BAMS (Bank of America Merchant Services) 2007 - 2010
G & K Services 2005 - 2006
Navigon Financial Group 2002 - 2005
First Union/Wachovia 2000 - 2002
America West Airlines 1985 - 1999
Skills
Project Planning (PMP..., Account Management, Business Process..., Business Analysis, Strategic Planning, Six Sigma, Customer Service, Visio, Change Management, Inventory Management, Logistics, PowerPoint, Access, Operations Management, Pricing Strategy, Contract Negotiations, Customer Relations, Teamwork, Windows, Yield Management, Leadership, Management
Education
Arizona State University 1998 — 2000
MBA, Business
Arizona State University
Bachelor of Science, Communicatons
Navigon Financial Group April 2015 - Present
Aramark Uniform Services November 2008 - April 2015
Lucor Inc January 2006 - November 2008
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Customer Service, Insurance, Finance, Investments, Budgets
Education
Harnett Central High School 1997 — 2000
High School
North Carolina State University
Landscape Architecture
Navigon Financial Group March 2013 - Present
Fidelity Associates, Inc. September 2001 - March 2013
Education
North Carolina State University 1994 — 1998
Bachelor's degree, Apparel and Textiles
Lowe's Home Improvement March 2010 - Present
Owl Farm Group October 2009 - Present
Navigon Financial Group January 2004 - January 2005
Education
Appalachian State University 1988 — 1993
BSBA, Risk Management & Insurance
Meredith College February 2015 - Present
Meredith College February 2012 - February 2015
Navigon Financial Group September 2011 - February 2012
Camp Sea Gull and Camp Seafarer May 2011 - August 2011
National Guard Bureau June 2009 - August 2009
Skills
Public Speaking, Customer Service, Microsoft Office, Time Management, Training, Community Outreach, Organization, Project Management, Editing, Problem Solving
Education
Meredith College 2013 — 2016
Master of Business Administration (M.B.A.)
Meredith College 2006 — 2010
Bachelor of Arts (BA)
Navigon Financial Group November 2014 - Present
Nurture Inc April 2008 - Present
Girls on the Run of the Triangle September 2014 - September 2015
Prevent Blindness North Carolina September 2013 - May 2014
Life Time Fitness August 2007 - September 2013
Real Good Places October 2011 - October 2012
Active Alex January 2011 - September 2011
March of Dimes January 2011 - June 2011
Triangle Family & New Town preschool January 2003 - August 2007
National Aquarium in Baltimore January 2001 - January 2003
Skills
Advertising, Newsletters, Fundraising, Event Planning, Social Media Marketing, Social Media, Marketing Communications, Event Management, Public Relations, Email Marketing, Marketing, Public Speaking, Facebook, Strategic Communications, Marketing Strategy, Copywriting, Non-profits, Media Relations, Sponsorship, Community Outreach, Publicity, Social Networking, Online Marketing, Marketing Management, Recruiting, Marketing Research, Sports Marketing, Editing, Lead Generation, Management, Brand Management, Sales, Trade Shows, Budgets
Education
University of North Carolina at Chapel Hill 1995 — 1999
Bachelor of Arts, Communications
Navigon Financial Group January 2015 - Present
First Command Financial Services April 2012 - December 2014
Army Healthcare January 2011 - March 2012
United Surgical Partners International, Inc March 2009 - June 2010
Army Healthcare March 2008 - March 2009
United Surgical Partners International, Inc January 2004 - March 2008
United Surgical Partners International, Inc January 2000 - December 2003
OrthoLink Physicians Corporation, Inc June 1999 - December 1999
Army Healthcare October 1994 - June 1998
Army Healthcare June 1992 - June 1994
Skills
Financial Modeling, Holistic Financial..., Business Analysis, Estate Planning, Retirement Planning, College Savings Plans, Financial Risk, Life Insurance, Long Term Care Insurance, Buy-sell Agreements, Debt Management, Charitable Giving
Education
Hampden-Sydney College 1986 — 1990
Bachelor of Science (BS), Biology, General
Navigon Financial Group September 2014 - November 2014
US Navy August 2003 - August 2011
Education
Bryant & Stratton College - Virginia Beach 2014 — 2016
Bachelor of Applied Science (B.A.Sc.), Finance and Financial Management Services
Bryant & Stratton College - Virginia Beach 2012 — 2014
Associates of Applied Science in accounting