Pittman Financial Partners

Description

Address: 1101 22nd St S, Birmingham, AL 35205 Hours: Closed ⋅ Opens 8:30AM Mon SundayClosedMonday8:30AM–4:30PMTuesday8:30AM–4:30PMWednesday8:30AM–4:30PMThursday8:30AM–4:30PMFriday8:30AM–4:30PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (205) 933-0871: Category: Place name: : : Website: : : : Website: http://www.strategicfinancialpartners.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 Pittman Financial Partners Posting publicly on the Web Write a review Reviews 1 Google review From Pittman Financial Partners Unable to add this file. Please check that it is a valid photo. "Plan - Invest - Protect"

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Pittman Financial Partners Employees

Employee
Years
Job
Industry
Mark Stanfield Mark Stanfield Richmond, Virginia Area Details
Mark Stanfield's Pittman Financial Partners Experience 1997 - 1999
Job Business System Consultant
Industry Information Technology and Services
Experience
Fusion.com  July 2015 - Present
Virginia Retirement System  September 2014 - July 2015
Wells Fargo Advisors  August 2013 - September 2014
Capital One  October 2008 - June 2013
COSS Development Corporation  February 2006 - July 2008
FANtastic Memories, LLC   June 2005 - February 2006
First Protective Insurance Group   April 2004 - June 2005
Protective Life  January 2000 - April 2004
Pittman Financial Partners   1997 - 1999

Skills
Business Analysis, Creative Problem Solving, Requirements Analysis, Integration, Requirements Gathering, Spreadsheets, PowerPoint, Microsoft Excel, Outlook, Management, Data Analysis, Continuing Education, Research, Team Building, PeopleSoft, Insurance, Vendor Management, Risk Management, Business Requirements, SDLC, Business Intelligence, SOA, Process Improvement, Collaborative, Pivot Tables, People Skills, Organization Skills, Public Speaking, Non-profit Volunteer, Communication, Collaboration, Customer-focused, Innovativeness, Building Connections, Contact Management, Microsoft Word, RequisitePro, Visio, Access, RAM, Salesforce.com, FrontPage, Adobe Acrobat, CRM, HTML, Systems Analysis, Financial Services, Agile Methodologies, Software Documentation, Project Portfolio...

Education
University of Alabama at Birmingham   1990 — 1997
BS, Finance

The George Washington University   2006 — 2007
Certified Business Analyst

Financial Industry Regulatory Authority (FINRA)   1997 — 1997
Series 6 & 63 Licenses

Dale Carnegie Business Group   1999 — 1999
The Dale Carnegie Course

Abe Smith Abe Smith Birmingham, Alabama Details
Abe Smith's Pittman Financial Partners Experience July 2002 - July 2010
Job Financial Advisor at Lakeshore Financial Partners
Industry Financial Services
Experience
Lakeshore Financial Partners   July 2010 - Present
Pittman Financial Partners   July 2002 - July 2010

Skills
Group Benefit Plans, Estate Planning, Personal Financial..., Retirement Planning, Finance, Strategic Financial..., 401k, Wealth Management, Retirement, Investments, Life Insurance, Financial Planning, Securities, Fixed Annuities, Series 7

Education
Auburn University   1998 — 2002
Bachelor of Science (BS), Finance

Amy Leachman Amy Leachman Atlanta, Georgia Details
Amy Leachman's Pittman Financial Partners Experience August 2010 - October 2010
Job Integrated Marketing Manager at Time Inc.
Industry Marketing and Advertising
Experience
Time Inc.  June 2014 - Present
Time Inc.  January 2013 - June 2014
Lawler Ballard Van Durand  March 2012 - January 2013
Luckie & Company  October 2010 - March 2012
Pittman Financial Partners   August 2010 - October 2010
Auburn University  January 2010 - August 2010

Skills
Social Media Marketing, Event Planning, Sports Marketing, Account Management, Adobe Creative Suite, Microsoft CRM, Calligraphy, Constant Contact, Strategic Communications, Advertising, Press Releases, Microsoft Office, Marketing Strategy, Marketing, Email Marketing, Media Relations, Facebook, Social Media

Education
Auburn University   2006 — 2010
Bachelors, Marketing

Owen Burns Owen Burns Birmingham, Alabama Details
Owen Burns's Pittman Financial Partners Experience December 2012 - Present
Job Sr. Financial Sales Advisor at BBVA Compass
Industry Banking
Experience
BBVA Compass  April 2014 - Present
Pittman Financial Partners   December 2012 - Present
Regions Financial Corporation  August 2011 - January 2013
Regions Financial Corporation  March 2010 - August 2011

Skills
Banking, Loans, Credit, Consumer Lending, Retail Banking, Lines Of Credit, Financial Analysis, Wealth Management, Financial Services, Financial Advisory, Investments, Insurance, Disability Insurance, Finance, Employee Benefits

Education
Auburn University   2005 — 2009
Bachelor of Business Administration (BBA), Finance, General

Auburn University   2005 — 2009
BSBA, Business Administration

Homewood High School

Homewood High School

E. Carter Morris IV E. Carter Morris IV Birmingham, Alabama Details
E. Carter Morris IV's Pittman Financial Partners Experience July 2010 - January 2012
Job Director, Capital Markets Atticus Asset Management
Industry Financial Services
Experience
Atticus Asset Management LLC   January 2012 - Present
Pittman Financial Partners   July 2010 - January 2012
AXA Equitable  October 2009 - July 2010

Education
Sewanee-The University of the South   2005 — 2009
Bachelor of Arts (B.A.), Economics - Political Science

Dartmouth College   2004 — 2004
ALPs at Dartmouth College's Rassias Center (French)

Kyle Cornelius Kyle Cornelius Birmingham, Alabama Area Details
Kyle Cornelius's Pittman Financial Partners Experience 2006 - 2009
Job Partner
Industry Financial Services
Experience
Lakeshore Benefit Alliance   January 2009 - Present
Pittman Financial Partners   2006 - 2009

Skills
Investments, Insurance, Financial Analysis, Finance, Strategic Planning, Mergers & Acquisitions, Strategic Financial..., Due Diligence, Portfolio Management, Financial Modeling, Risk Management, Banking, Corporate Finance, Employee Benefits, Retirement Planning, Financial Planning

Education
University of Mississippi
Bachelor of Business Administration (B.B.A.), Economics

Wellington College (New Zealand)

Nathan Meadows Nathan Meadows Greater Denver Area Details
Nathan Meadows's Pittman Financial Partners Experience January 2008 - January 2009
Job Strategic Pharmacy Analyst
Industry Pharmaceuticals
Experience
RxBenefits, Inc.   July 2014 - Present
Urban Lending Solutions  November 2011 - January 2014
Wells Fargo Home Mortgage  March 2010 - June 2011
Wells Fargo Home Mortgage  April 2009 - June 2010
Pittman Financial Partners   January 2008 - January 2009

Skills
Financial Analysis, Investments, Credit, Portfolio Management, Accounting, Loans, Valuation, Strategic Financial..., Finance, Mortgage Lending, Microsoft Excel, Banking, Access, Credit Risk, Underwriting, Loan Origination, Credit Analysis, Managerial Finance

Education
University of Alabama at Birmingham   2003 — 2008
Bachelor of Science Degree, Finance

Neil Knierim Neil Knierim Birmingham, Alabama Details
Neil Knierim's Pittman Financial Partners Experience November 2011 - May 2012
Job Financial Advisor at Principal Financial Group
Industry Investment Management
Experience
Principal Financial Group  May 2012 - Present
Pittman Financial Partners   November 2011 - May 2012
Edward Jones  June 2010 - August 2011

Skills
Retirement Planning, 401k Rollovers, IRAs, Series 7, Investment Strategies, Retirement, Asset Allocation, Mutual Funds, 401k, Investments, Bonds, ETFs, Securities, Estate Planning, Strategic Financial..., Life Insurance, Asset Managment, Disability Insurance, Long-term Care, Portfolio Management, Term Life Insurance, Pensions, Equities, Uniform Combined State..., Fixed Income, College Savings Plans, Insurance, Saving for Education, Roth IRA, Financial Advisory, Hedge Funds, Variable Annuities, Financial Services, Financial Analysis, FINRA, Long Term Care Insurance

Education
Midwestern Baptist Theological Seminary   1996 — 2001
Doctor of Ministry, Leadership

Midwestern Baptist Theological Seminary   1978 — 1982
Master's degree, Theology/Theological Studies

Hannibal-Lagrange College   1974 — 1978
Bachelor's degree, Theology/Theological Studies

Angie Hitt Angie Hitt Birmingham, Alabama Area Details
Angie Hitt's Pittman Financial Partners Experience 2003 - 2011
Job New Business Case Manager at Dixon Wells
Industry Insurance
Experience
Dixon Wells   October 2011 - Present
Pittman Financial Partners   2003 - 2011
Pittman Financial Partners   2003 - 2011

Skills
Insurance, Underwriting, Life Insurance, New Business Development

Education
Mississippi State University   1977 — 1981

Woodward Academy