SFP Synergy Financial Partners
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SFP Synergy Financial Partners Employees
Employee
Years
Job
Industry
Jon Hager Jon Hager's SFP Synergy Financial Partners Experience November 2014 - March 2015
Job Retail Consultant at Sprint
Industry Telecommunications
Experience
Gainesville Marina January 2015 - Present
SFP Synergy Financial Partners November 2014 - March 2015
Sprint July 2013 - October 2014
The Home Depot January 2013 - July 2013
Kroger June 2010 - April 2012
Skills
Sales, Team Leadership, Leadership, Sales Operations, Inventory Management, Customer Service, Customer Support, Sales Management, Time Management, Marketing Strategy, Negotiation, Retail, Customer Satisfaction, Account Management, Merchandising
Education
Georgia State University 2012 — 2016
Bachelor of Business Administration (BBA), Marketing
Gainesville Marina January 2015 - Present
SFP Synergy Financial Partners November 2014 - March 2015
Sprint July 2013 - October 2014
The Home Depot January 2013 - July 2013
Kroger June 2010 - April 2012
Skills
Sales, Team Leadership, Leadership, Sales Operations, Inventory Management, Customer Service, Customer Support, Sales Management, Time Management, Marketing Strategy, Negotiation, Retail, Customer Satisfaction, Account Management, Merchandising
Education
Georgia State University 2012 — 2016
Bachelor of Business Administration (BBA), Marketing
John Witkowski's SFP Synergy Financial Partners Experience 2013 - 2013
Job Recruiter The Skyline Group
Industry Financial Services
Experience
The Skyline Group 2014 - Present
Buffett Senior Healthcare, Inc January 2013 - December 2013
SFP Synergy Financial Partners 2013 - 2013
TRC Staffing Services 2010 - 2013
Appen Newspapers, Inc. March 2010 - November 2010
GBEHAVIOR August 2008 - December 2009
American Management Services January 2008 - August 2008
Super Suppers January 2005 - February 2008
Wachovia Bank January 2000 - January 2005
Integrated Restaurant Services, Inc. January 1977 - January 1995
Skills
Strategy, Marketing, Management Consulting, Training, Leadership, Strategic Partnerships, Customer Service, Strategic Planning, Business Development, Program Management, Nonprofits, Leadership Development, Sales, Retail, Financial Services, Team Building, Team Leadership
Education
Daly's Commercial Transportation Driving School 2011 — 2012
CDL Class A
Florida State University - College of Business 1971 — 1974
BS, Business Administration: Hotel & Restaurant Administration
Florida State University 1970 — 1974
Bachelor of Business Administration (B.B.A.), Hotel, Motel, and Restaurant Management
Tulane University - A.B. Freeman School of Business
4 Credit Hours, Oenology
The Skyline Group 2014 - Present
Buffett Senior Healthcare, Inc January 2013 - December 2013
SFP Synergy Financial Partners 2013 - 2013
TRC Staffing Services 2010 - 2013
Appen Newspapers, Inc. March 2010 - November 2010
GBEHAVIOR August 2008 - December 2009
American Management Services January 2008 - August 2008
Super Suppers January 2005 - February 2008
Wachovia Bank January 2000 - January 2005
Integrated Restaurant Services, Inc. January 1977 - January 1995
Skills
Strategy, Marketing, Management Consulting, Training, Leadership, Strategic Partnerships, Customer Service, Strategic Planning, Business Development, Program Management, Nonprofits, Leadership Development, Sales, Retail, Financial Services, Team Building, Team Leadership
Education
Daly's Commercial Transportation Driving School 2011 — 2012
CDL Class A
Florida State University - College of Business 1971 — 1974
BS, Business Administration: Hotel & Restaurant Administration
Florida State University 1970 — 1974
Bachelor of Business Administration (B.B.A.), Hotel, Motel, and Restaurant Management
Tulane University - A.B. Freeman School of Business
4 Credit Hours, Oenology
Kevin Dunham Kevin Dunham's SFP Synergy Financial Partners Experience January 2015 - Present
Job Associate Consultant at Raftelis Financial Consultants, Inc.
Industry Financial Services
Experience
Raftelis Financial Consultants, Inc. April 2015 - Present
SFP Synergy Financial Partners January 2015 - Present
Auburn University Raymond J. Harbert College of Business August 2013 - December 2014
Old Florida Bank May 2014 - August 2014
TD Bank July 2011 - August 2012
Orlando Science Center June 2011 - July 2011
Skills
Financial Analysis, Credit Analysis, Credit, Finance, Investments, Wealth Management, Commercial Lending, Financial Services, Small Business Lending, Financial Modeling, Customer Service, Social Media, Public Speaking
Education
Auburn University 2013 — 2014
Master of Business Administration (MBA)
Florida State University - College of Business 2009 — 2013
Bachelor of Science (B.S.), Finance and Applied Economics
Raftelis Financial Consultants, Inc. April 2015 - Present
SFP Synergy Financial Partners January 2015 - Present
Auburn University Raymond J. Harbert College of Business August 2013 - December 2014
Old Florida Bank May 2014 - August 2014
TD Bank July 2011 - August 2012
Orlando Science Center June 2011 - July 2011
Skills
Financial Analysis, Credit Analysis, Credit, Finance, Investments, Wealth Management, Commercial Lending, Financial Services, Small Business Lending, Financial Modeling, Customer Service, Social Media, Public Speaking
Education
Auburn University 2013 — 2014
Master of Business Administration (MBA)
Florida State University - College of Business 2009 — 2013
Bachelor of Science (B.S.), Finance and Applied Economics
Walter Buddy Pierce's SFP Synergy Financial Partners Experience July 2012 - April 2013
Job Tranquility Insurance Services
Industry Insurance
Experience
The Impact Partnership 2012 - 2014
The Impact Partnership 2012 - 2014
SFP Synergy Financial Partners July 2012 - April 2013
America's Health Team March 2008 - June 2012
United American Insurance 1996 - 2008
Liberty National Life Insurance Company 1991 - 1996
Globe Life Insurance August 1989 - February 1991
Norfolk Southern April 1986 - August 1989
Skills
Disability Insurance, Long-term Care, Health Insurance, Retirement, Insurance, Dentistry, Fixed Annuities, Employee Benefits, Medicare, Term Life Insurance, Life Insurance, Long Term Care Insurance, Whole Life, Brokers, Universal Life, Accident, Commercial Insurance, Retirement Planning, 401k, IRAs, Wealth, Critical Illness, Insurance Brokerage, Health Policy, Long Term Care, Dental, Finance
Education
Radford University 1982 — 1985
MS, Industrial Organizational Psychology
Bluefield College 1979 — 1982
BS, Psychology
Emory and Henry College 1975 — 1979
History
The Impact Partnership 2012 - 2014
The Impact Partnership 2012 - 2014
SFP Synergy Financial Partners July 2012 - April 2013
America's Health Team March 2008 - June 2012
United American Insurance 1996 - 2008
Liberty National Life Insurance Company 1991 - 1996
Globe Life Insurance August 1989 - February 1991
Norfolk Southern April 1986 - August 1989
Skills
Disability Insurance, Long-term Care, Health Insurance, Retirement, Insurance, Dentistry, Fixed Annuities, Employee Benefits, Medicare, Term Life Insurance, Life Insurance, Long Term Care Insurance, Whole Life, Brokers, Universal Life, Accident, Commercial Insurance, Retirement Planning, 401k, IRAs, Wealth, Critical Illness, Insurance Brokerage, Health Policy, Long Term Care, Dental, Finance
Education
Radford University 1982 — 1985
MS, Industrial Organizational Psychology
Bluefield College 1979 — 1982
BS, Psychology
Emory and Henry College 1975 — 1979
History
Paige Zecher Paige Zecher's SFP Synergy Financial Partners Experience February 2015 - Present
Job Financial Consultant at SFP Synergy Financial Partners
Industry Financial Services
Experience
SFP Synergy Financial Partners February 2015 - Present
Keller Williams Realty April 2000 - Present
The Capital Grille October 2007 - February 2013
Prudential Network Realty January 2005 - October 2011
Keller Williams Realty December 2002 - December 2003
Village Green Realtors November 2000 - February 2002
Jenny Pruitt & Associates July 1997 - April 2000
John Wieland Homes February 1994 - July 1996
Skills
Referrals, Listings, Sellers, Selling, Real Estate, Marketing, Marketing Strategy, Sales, Single Family Homes, First Time Home Buyers, New Business Development, Customer Satisfaction, Negotiation, Short Sales, Investment Properties, Training, Small Business, Buyers, Real Estate Transactions, Foreclosures, Residential Homes, Investors, Relocation, Real Estate Development, Lead Generation, New Home Sales, REO, Condos, Buyer Representation, Property Management, Brokerage, Contract Negotiation
Education
Auburn University 1986 — 1990
Graphic Design Major
Barney Fletcher School of Real Estate
Florida Real Estate Institute
Georgia Institute of Real Estate
SFP Synergy Financial Partners February 2015 - Present
Keller Williams Realty April 2000 - Present
The Capital Grille October 2007 - February 2013
Prudential Network Realty January 2005 - October 2011
Keller Williams Realty December 2002 - December 2003
Village Green Realtors November 2000 - February 2002
Jenny Pruitt & Associates July 1997 - April 2000
John Wieland Homes February 1994 - July 1996
Skills
Referrals, Listings, Sellers, Selling, Real Estate, Marketing, Marketing Strategy, Sales, Single Family Homes, First Time Home Buyers, New Business Development, Customer Satisfaction, Negotiation, Short Sales, Investment Properties, Training, Small Business, Buyers, Real Estate Transactions, Foreclosures, Residential Homes, Investors, Relocation, Real Estate Development, Lead Generation, New Home Sales, REO, Condos, Buyer Representation, Property Management, Brokerage, Contract Negotiation
Education
Auburn University 1986 — 1990
Graphic Design Major
Barney Fletcher School of Real Estate
Florida Real Estate Institute
Georgia Institute of Real Estate
Philip Peterman's SFP Synergy Financial Partners Experience June 2014 - Present
Job Sales Associate at Synergy Financial Partners
Industry Financial Services
Experience
SFP Synergy Financial Partners June 2014 - Present
Pepperidge Farm February 2013 - January 2015
Skills
Financial Analysis, Financial Modeling, Strategic Financial..., Team Building, Customer Service, Sales, Marketing, Financial Planning
Education
Eastern Florida State College 1995 — 1998
Associate of Arts (AA), Business Administration and Management, General
SFP Synergy Financial Partners June 2014 - Present
Pepperidge Farm February 2013 - January 2015
Skills
Financial Analysis, Financial Modeling, Strategic Financial..., Team Building, Customer Service, Sales, Marketing, Financial Planning
Education
Eastern Florida State College 1995 — 1998
Associate of Arts (AA), Business Administration and Management, General
Jeff Huggins Jeff Huggins's SFP Synergy Financial Partners Experience Field Marketing DirectorHartford LIfe and annuityJune 2000 - December 2011
Job CEO and Founder at SFP Synergy Financial Partners
Industry Financial Services
Experience
SFP Synergy Financial Partners Field Marketing DirectorHartford LIfe and annuityJune 2000 - December 2011
Skills
Entrepreneurship, Business Development, Leadership, Finance, Customer Service, Strategic Planning, English, Sales Management, Public Speaking, Budgets, Team Building, Recruiting, Sales, Marketing, 401k Rollovers, Strategy, Retirement Planning, IRAs, Roth IRA, Retirement, Equity Indexed Annuities, Indexed Annuities, Index Funds, 401k, Retirement Plan..., Management
Education
Austin Peay State University
SFP Synergy Financial Partners Field Marketing DirectorHartford LIfe and annuityJune 2000 - December 2011
Skills
Entrepreneurship, Business Development, Leadership, Finance, Customer Service, Strategic Planning, English, Sales Management, Public Speaking, Budgets, Team Building, Recruiting, Sales, Marketing, 401k Rollovers, Strategy, Retirement Planning, IRAs, Roth IRA, Retirement, Equity Indexed Annuities, Indexed Annuities, Index Funds, 401k, Retirement Plan..., Management
Education
Austin Peay State University
E Gooden E Gooden's SFP Synergy Financial Partners Experience December 2014 - Present
Job Advisor and Risk Manager
Industry Financial Services
Experience
SFP Synergy Financial Partners December 2014 - Present
NES Rentals August 2014 - Present
Farmers Insurance May 2013 - May 2014
Emory Police Department Midtown May 2010 - February 2013
Life University December 2007 - May 2010
Skills
Management Consulting, Business Strategy, Strategic Planning, Project Management, Business Process..., Strategy, Business Planning, Team Building, Leadership Development, Customer Service, Operations Management, Negotiation, Budgets, Sales Management, Business Transformation, Supply Chain Management, PowerPoint, Financial Reporting, Marketing, Microsoft Office, New Business Development, Marketing Strategy, Program Management, Organizational..., Coaching, Leadership, Financial Analysis, Analysis, Public Speaking, Research, Management, Training, Staff Development, Microsoft Word
Education
Life University
Bachelor of Business Administration (B.B.A.), Business Administration and Management
SFP Synergy Financial Partners December 2014 - Present
NES Rentals August 2014 - Present
Farmers Insurance May 2013 - May 2014
Emory Police Department Midtown May 2010 - February 2013
Life University December 2007 - May 2010
Skills
Management Consulting, Business Strategy, Strategic Planning, Project Management, Business Process..., Strategy, Business Planning, Team Building, Leadership Development, Customer Service, Operations Management, Negotiation, Budgets, Sales Management, Business Transformation, Supply Chain Management, PowerPoint, Financial Reporting, Marketing, Microsoft Office, New Business Development, Marketing Strategy, Program Management, Organizational..., Coaching, Leadership, Financial Analysis, Analysis, Public Speaking, Research, Management, Training, Staff Development, Microsoft Word
Education
Life University
Bachelor of Business Administration (B.B.A.), Business Administration and Management
Ryan Chandler Ryan Chandler's SFP Synergy Financial Partners Experience August 2014 - Present
Job Associate Attorney at Griffin, Brunson & Wood, LLP
Industry Legal Services
Experience
Griffin, Brunson & Wood, LLP March 2015 - Present
SFP Synergy Financial Partners August 2014 - Present
Hire Counsel January 2011 - March 2015
Hire Counsel November 2011 - April 2012
Wake Forest Community Law & Business Clinic January 2010 - May 2010
United States District Court for the District of South Carolina May 2009 - June 2009
Skills
Legal Research, Legal Writing, Litigation, Westlaw, Litigation Support, Civil Litigation, Commercial Litigation, Trusts, Corporate Law
Education
Wake Forest University School of Law 2007 — 2010
Juris Doctor, Law
Furman University 2001 — 2005
Bachelor of Arts, History
Griffin, Brunson & Wood, LLP March 2015 - Present
SFP Synergy Financial Partners August 2014 - Present
Hire Counsel January 2011 - March 2015
Hire Counsel November 2011 - April 2012
Wake Forest Community Law & Business Clinic January 2010 - May 2010
United States District Court for the District of South Carolina May 2009 - June 2009
Skills
Legal Research, Legal Writing, Litigation, Westlaw, Litigation Support, Civil Litigation, Commercial Litigation, Trusts, Corporate Law
Education
Wake Forest University School of Law 2007 — 2010
Juris Doctor, Law
Furman University 2001 — 2005
Bachelor of Arts, History
Marquelon Sigler Marquelon Sigler's SFP Synergy Financial Partners Experience June 2012 - April 2013
Job I help business owners & professionals earn more money in retirement!
Industry Insurance
Experience
Retirement Income Consultants, LLC April 2013 - Present
RentMonster December 2012 - October 2013
Birmingham Urban League August 2007 - July 2013
Southern Real Estate Group January 2004 - June 2013
SFP Synergy Financial Partners June 2012 - April 2013
Gerren Whitlock State Farm December 2011 - June 2012
Exford LLC May 2005 - May 2011
Earthlink September 2001 - September 2003
Skills
Real Estate, Residential, Customer Service, Psychology, Sellers, Leases, Home, Insurance, Property & Casualty..., Life Insurance, Term Life Insurance, Health Insurance, Retirement Planning, National Association of..., Real Estate License, Real Estate Transactions, Commercial Real Estate, Real Estate Investment..., Corporate Real Estate, Residential Homes, Customer Retention, Negotiation, Team Building, Public Speaking, Investments, Sales, Training, Finance, Small Business, Property, Strategic Planning, Marketing, Leadership
Education
Auburn University 2013 — 2015
Master of Real Estate Development, Real Estate Development
Morehouse College 1997 — 2001
Bachelor of Arts, Psychology
Ramsay HIgh 1993 — 1997
Advanced Diploma
Retirement Income Consultants, LLC April 2013 - Present
RentMonster December 2012 - October 2013
Birmingham Urban League August 2007 - July 2013
Southern Real Estate Group January 2004 - June 2013
SFP Synergy Financial Partners June 2012 - April 2013
Gerren Whitlock State Farm December 2011 - June 2012
Exford LLC May 2005 - May 2011
Earthlink September 2001 - September 2003
Skills
Real Estate, Residential, Customer Service, Psychology, Sellers, Leases, Home, Insurance, Property & Casualty..., Life Insurance, Term Life Insurance, Health Insurance, Retirement Planning, National Association of..., Real Estate License, Real Estate Transactions, Commercial Real Estate, Real Estate Investment..., Corporate Real Estate, Residential Homes, Customer Retention, Negotiation, Team Building, Public Speaking, Investments, Sales, Training, Finance, Small Business, Property, Strategic Planning, Marketing, Leadership
Education
Auburn University 2013 — 2015
Master of Real Estate Development, Real Estate Development
Morehouse College 1997 — 2001
Bachelor of Arts, Psychology
Ramsay HIgh 1993 — 1997
Advanced Diploma
Curtis Cubby BRYAN's SFP Synergy Financial Partners Experience May 2012 - Present
Job Executive Vice President at SFP Synergy Financial Partners
Industry Information Services
Experience
SFP Synergy Financial Partners May 2012 - Present
Cubby financial Coaches August 2005 - July 2008
Skills
Sales Management, Coaching, outside sales, Sales Operations, Account Management, Direct Sales, Customer Satisfaction, New Business Development, Forecasting, B2B, Inventory Management, Sales Process, Customer Retention, Team Building, Customer Service, 529 Plans, Sales, Wealth Management, Self Directed IRA, SEP IRA, Mentoring, Wealth Accumulation..., Leadership, Qualified Retirement..., Consultative Sales..., Index Funds, Wealth Preservation..., Team Leadership, Marketing, Tax-advantaged..., Insurance, Investment Strategies, Traditional IRA, 403 b, Outside Sales, IRAs, Retirement Plan..., Training, Simple IRA, Variable Annuities, Financial Services, Tax Free Income, Debt Management, 401k Rollovers, Strategic Partnerships, Roth IRA, Investment Advisory, Retirement, Small Business, Sales Presentations
Education
Northwest Missouri State University 1986 — 1988
Bachelor of Science (BS), Parks, Recreation, Leisure, and Fitness Studies
East Central College 1984 — 1986
Associate of Arts (A.A.), Business, Management, Marketing, and Related Support Services
SFP Synergy Financial Partners May 2012 - Present
Cubby financial Coaches August 2005 - July 2008
Skills
Sales Management, Coaching, outside sales, Sales Operations, Account Management, Direct Sales, Customer Satisfaction, New Business Development, Forecasting, B2B, Inventory Management, Sales Process, Customer Retention, Team Building, Customer Service, 529 Plans, Sales, Wealth Management, Self Directed IRA, SEP IRA, Mentoring, Wealth Accumulation..., Leadership, Qualified Retirement..., Consultative Sales..., Index Funds, Wealth Preservation..., Team Leadership, Marketing, Tax-advantaged..., Insurance, Investment Strategies, Traditional IRA, 403 b, Outside Sales, IRAs, Retirement Plan..., Training, Simple IRA, Variable Annuities, Financial Services, Tax Free Income, Debt Management, 401k Rollovers, Strategic Partnerships, Roth IRA, Investment Advisory, Retirement, Small Business, Sales Presentations
Education
Northwest Missouri State University 1986 — 1988
Bachelor of Science (BS), Parks, Recreation, Leisure, and Fitness Studies
East Central College 1984 — 1986
Associate of Arts (A.A.), Business, Management, Marketing, and Related Support Services
Jared Olson's SFP Synergy Financial Partners Experience May 2015 - Present
Job Financial Representative with Synergy Financial Partners
Industry Retail
Experience
SFP Synergy Financial Partners May 2015 - Present
Office Depot October 2014 - May 2015
Tiger Lodge at Auburn October 2012 - July 2014
DICK'S Sporting Goods May 2011 - July 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Java, HTML, Windows, Matlab, Event Planning, Time Management
Education
Auburn University 2012 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Bishop State Community College 2011 — 2012
Associate of Arts and Sciences (AAS)
SFP Synergy Financial Partners May 2015 - Present
Office Depot October 2014 - May 2015
Tiger Lodge at Auburn October 2012 - July 2014
DICK'S Sporting Goods May 2011 - July 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Java, HTML, Windows, Matlab, Event Planning, Time Management
Education
Auburn University 2012 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Bishop State Community College 2011 — 2012
Associate of Arts and Sciences (AAS)
Kenneth Estrada's SFP Synergy Financial Partners Experience April 2015 - Present
Job Field Vice President at SFP Synergy Financial Partners
Industry Financial Services
Experience
SFP Synergy Financial Partners April 2015 - Present
FRA Financial Group December 2013 - April 2015
First Financial Security December 2010 - February 2013
Global Financial Distributors, Inc. October 2008 - June 2009
Entaire Global Companies, Inc. May 2006 - October 2008
Wealth Architects, LLC April 2003 - May 2006
World Financial Group (WFG) March 2002 - April 2003
World Marketing Alliance 1997 - 2002
Zurich Kemper Life 1996 - 1997
AXA Equitable 1987 - 1996
Skills
Insurance, Business Planning, Sales, Training, Marketing
Education
The American College
CLU, ChFC
RPI 1981 — 1985
Computational Math
SFP Synergy Financial Partners April 2015 - Present
FRA Financial Group December 2013 - April 2015
First Financial Security December 2010 - February 2013
Global Financial Distributors, Inc. October 2008 - June 2009
Entaire Global Companies, Inc. May 2006 - October 2008
Wealth Architects, LLC April 2003 - May 2006
World Financial Group (WFG) March 2002 - April 2003
World Marketing Alliance 1997 - 2002
Zurich Kemper Life 1996 - 1997
AXA Equitable 1987 - 1996
Skills
Insurance, Business Planning, Sales, Training, Marketing
Education
The American College
CLU, ChFC
RPI 1981 — 1985
Computational Math
Don Rice's SFP Synergy Financial Partners Experience March 2013 - Present
Job Field Vice President at SFP Synergy Financial Partners
Industry Insurance
Experience
SFP Synergy Financial Partners March 2013 - Present
America's Health Team October 2011 - Present
eComWebMall July 2008 - October 2011
Georgia Home Investing, LLC July 2009 - February 2011
Fiduciary Risk Management August 2007 - July 2009
United States Navy 1991 - 1996
Skills
Management, Sales, Training, Retirement Plan..., Qualified Retirement..., Retirement, IRAs, Consulting, Roth IRA, 401k Rollovers, Strategic Financial..., Retirement Planning, Investment Strategies, Health Insurance, Employee Benefits, Personal Finance, Wealth Preservation..., Traditional IRA, Recruiting, Sales Management, Finance, Insurance, Leadership, 403 b, Wealth Management, Debt Management, Retirement Savings, Index Funds, Strategic Partnerships, Business Development, Tax-advantaged..., Indexed Annuities, SEP IRA, Financial Services, Customer Service, Team Building, Tax Free Income, Simple IRA, Marketing, Wealth Accumulation..., 401k, 529 Plans, Strategic Planning, Entrepreneurship, Consultative Sales..., Financial Planning
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2000 — 2004
BA, Business and Information Technology
SFP Synergy Financial Partners March 2013 - Present
America's Health Team October 2011 - Present
eComWebMall July 2008 - October 2011
Georgia Home Investing, LLC July 2009 - February 2011
Fiduciary Risk Management August 2007 - July 2009
United States Navy 1991 - 1996
Skills
Management, Sales, Training, Retirement Plan..., Qualified Retirement..., Retirement, IRAs, Consulting, Roth IRA, 401k Rollovers, Strategic Financial..., Retirement Planning, Investment Strategies, Health Insurance, Employee Benefits, Personal Finance, Wealth Preservation..., Traditional IRA, Recruiting, Sales Management, Finance, Insurance, Leadership, 403 b, Wealth Management, Debt Management, Retirement Savings, Index Funds, Strategic Partnerships, Business Development, Tax-advantaged..., Indexed Annuities, SEP IRA, Financial Services, Customer Service, Team Building, Tax Free Income, Simple IRA, Marketing, Wealth Accumulation..., 401k, 529 Plans, Strategic Planning, Entrepreneurship, Consultative Sales..., Financial Planning
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2000 — 2004
BA, Business and Information Technology
Cheryl Stock's SFP Synergy Financial Partners Experience August 2014 - Present
Job Financial Solutions Company
Industry Primary/Secondary Education
Experience
SFP Synergy Financial Partners August 2014 - Present
Forsyth County Schools (Georgia) September 1998 - Present
Skills
Financial Services, Teaching, Educational Leadership
Education
Lincoln Memorial University 2012 — 2013
Specialist, Curriculum and Instruction
Walden University 2009 — 2011
Master's degree, Teacher Leadership
Kennesaw State University 1990 — 1993
Bachelor of Science (BS), Health and Physical Education/Fitness
Wheeler High School
SFP Synergy Financial Partners August 2014 - Present
Forsyth County Schools (Georgia) September 1998 - Present
Skills
Financial Services, Teaching, Educational Leadership
Education
Lincoln Memorial University 2012 — 2013
Specialist, Curriculum and Instruction
Walden University 2009 — 2011
Master's degree, Teacher Leadership
Kennesaw State University 1990 — 1993
Bachelor of Science (BS), Health and Physical Education/Fitness
Wheeler High School
Jim Rettig's SFP Synergy Financial Partners Experience November 2014 - Present
Job Financial Planner
Industry Financial Services
Experience
SFP Synergy Financial Partners November 2014 - Present
AT&T January 2000 - July 2015
Skills
Fixed Annuities, Term Life Insurance, Retirement Planning, Financial Planning, Underwriting, Disability Insurance, Small Business, Telecommunications, Life Insurance
Education
Vanguard High School 1980 — 1984
College of Central Florida
SFP Synergy Financial Partners November 2014 - Present
AT&T January 2000 - July 2015
Skills
Fixed Annuities, Term Life Insurance, Retirement Planning, Financial Planning, Underwriting, Disability Insurance, Small Business, Telecommunications, Life Insurance
Education
Vanguard High School 1980 — 1984
College of Central Florida