Stearns Financial Services Group
Industry: Company
DescriptionFounded: 1991 Subsidiary: Stearns Financial Services Group, Asset Management Arm
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Stearns Financial Services Group Employees
Stearns Financial Services Group 2003 - Present
Education
University of North Carolina at Chapel Hill 1985 — 1989
BA, Economics & Industrial Relations
Stearns Financial Services Group November 2010 - Present
Women's Professional Forum Foundation January 2013 - Present
Presbyterian Homes Finance Committee 2010 - Present
Financial Advisory Companies May 2002 - July 2009
Various Public Accounting Firms 1989 - May 2002
Skills
Financial Planning, Retirement Planning, Asset Management, Cash Flow Forecasting, Estate Planning, College Savings Plans, Divorce Planning, Scenario Planning, Women In Transition, Fee Only, Investments, Retirement, Financial Advisory, Finance, Tax, Investment Management, Wealth Management, Strategy
Education
Sandler Training 2012 — 2012
Univeristy of North Carolina at Greensboro 1986 — 1989
MBA - Bryan School of Business, Finance and Accounting
University of North Carolina at Chapel Hill 1981 — 1985
Bachelor of Science (BS), Business Administration, Finance Concentration
BB&T May 2012 - Present
Stearns Financial Services Group August 2011 - April 2012
Pry Advisory Group August 2007 - October 2009
Pry Professional Group August 2007 - October 2009
Southwestern College July 2005 - June 2007
Southwestern College July 2005 - May 2006
Navigator Financial Group, LLC November 1990 - December 2003
Skills
Marketing, Leadership, Management Consulting, Sales, Training, Consulting, Securities, Strategic Financial..., Public Speaking, Coaching, Non-profits, Budget, Team Building, Leadership Development, Organizational..., Estate Planning, Small Business, Public Relations
Education
Campbell University 2011 — 2011
Certificate in Trust & Wealth Management, Trusts & Wealth Management
Bluffton University 2007 — 2009
M.S, Organizational Management; an emphasis in Leadership
Indiana University 1985 — 1989
B.A, Telecommunications
Greensboro Ballet September 2013 - March 2015
Stearns Financial Services Group January 2009 - January 2010
Hudson for the Home September 2001 - May 2005
Brooklyn Museum January 1990 - June 1990
Lepercq Capital Partners August 1984 - February 1989
Skills
Marketing Strategy, Event Planning, Project Planning, Negotiation, Small Business..., Financial Analysis, Fundraising, Publicity, Media Relations, Social Media Marketing, Interior Design, Budgets, Small Business, Nonprofits, Team Building, Sales, Social Media, Customer Service, Marketing, Advertising
Education
Washington University in St. Louis 1980 — 1984
Bachelors of Science, Business Administration and Management, General
Parsons School of Design 1990 — 1992
Associate of Applied Science, Interior Design
Duke University March 2014 - Present
Durham Jaycees January 2014 - Present
Duke University April 2011 - Present
Raleigh Jaycees June 2009 - June 2012
Fidelity Bank April 2010 - July 2010
TMS February 2008 - November 2009
Research Triangle Institute September 2007 - December 2007
Stearns Financial Services Group April 2002 - September 2007
Greensboro Jaycees August 2004 - August 2007
Avant Personnel Systems/Griffin Professional Staffing August 2001 - April 2002
Skills
Administration, PowerPoint, Word, Excel, Customer Relations, Recruiting, Microsoft Excel, Microsoft Word, System Administration, Team Building, Customer Service, Organizational..., HRIS, Human Resources, Networking, Marketing, Payroll, Interviews, Microsoft Office, Research, Event Planning, Alumni Relations
Education
Duke University 2015 — 2018
Masters Degree, Liberal Studies
University of North Carolina at Greensboro 1997 — 2001
BFA, Theatre Education; Endorsements in English
Community
RS Central High
Stearns Financial Services Group November 2007 - Present
Entercom August 2005 - May 2006
Entercom September 2001 - August 2005
Skills
Strategic Financial..., Estate Planning, Wealth Management, Investments, Asset Management, Portfolio Management, Securities, Budgets, Team Building, Retirement Planning
Education
College for Financial Planning 2008 — 2008
Registered Paraplanner, Financial Planning and Services
Stearns Financial Services Group January 2011 - Present
Skills
Estate Planning, Strategic Financial..., Asset Managment
Education
University of North Carolina at Chapel Hill 1981 — 1985
BA, Journalism
Ocular Systems Inc. April 2012 - Present
Stearns Financial Services Group November 2010 - April 2012
Gnam Gnam Gelato 2009 - 2010
Allegacy Federal Credit Union May 1998 - January 2009
First Union Brokerage December 1995 - May 1998
Interstate Johnson Lane March 1994 - December 1995
American Express 1989 - 1995
Skills
Strategy, Leadership, Management, Investments, Portfolio Management, Finance, Entrepreneurship, Training, Financial Services, Sales, Due Diligence, New Business Development, Project Management, Estate Planning, Accounting, Venture Capital, Securities, Retirement, Financial Planners, Tax
Education
University of North Carolina at Greensboro 2010 — 2012
BS, Accounting
Small Business & Technology Development Center 2010 — 2010
n/a, Grant/Proposal writing
College of Financial Planning 2001 — 2004
CFP, Financial Planning
University of North Carolina at Greensboro 1983 — 1987
BS, Political Science
Frankfurt American High 1980 — 1983
State Judicial Council of North Carolina January 2014 - Present
The Oechsli Institute 2010 - Present
Stearns Financial Services Group December 2006 - 2010
Oak Ridge Wealth Management February 2006 - January 2007
Skills
Business Coaching, Business Planning, Performance Consulting, Management Consulting, Investments, Financial Services, Coaching, CRM, Business Development, Asset Management, Retirement Planning, Financial Advisory, Wealth, Public Speaking, Strategic Financial..., Financial Planning, Finance
Education
College for Financial Planning
Certified Financial Planner Designation, Financial Planning
McCallie
Texas Christian University
University of North Carolina at Greensboro
Bachelors, Finance/Economics
Stearns Financial Services Group December 2013 - Present
Allbackoffice Consulting, LLC July 2012 - November 2013
Schwab Performance Technologies May 2011 - July 2012
Schwab Performance Technologies December 2010 - May 2011
Implus Footcare, LLC May 2009 - December 2010
Education
Vanderbilt University 2006 — 2009
MA, Religion
North Carolina State University 2001 — 2005
BA, Religion
Abacus Planning Group June 2011 - Present
Stearns Financial Services Group August 2004 - June 2011
Merrill Lynch August 2002 - December 2002
Education
Quincy University 2003 — 2004
MBA, Business
University of Manchester - Institute of Science and Technology 2001 — 2002
International Exchange Student
University of North Carolina at Greensboro 1998 — 2002
BS, Business Administration
Piedmont Trust Company February 2011 - Present
The Patient Investor February 2010 - February 2011
Capital Management LLC January 2009 - January 2010
GenSpring Family Offices May 2008 - December 2008
Calibre/Wachovia Wealth Mgmt September 2001 - April 2008
Stearns Financial Services Group November 1995 - August 2001
UNC at Greensboro August 1989 - November 1995
First Boston Corp July 1985 - June 1989
University of Virgina's Darden Graduate School of Business Administration August 1983 - July 1985
Skills
Investment Strategies, Investments, Wealth Management, Strategic Financial..., Financial Modeling, Capital Markets, Financial Markets, Investment Management, Corporate Finance, Finance, Options, Wealth Management..., Wealth
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1980 — 1983
Ph.D., Finance
Davidson College 1970 — 1974
BA, Religion
Stearns Financial Services Group August 2013 - Present
ComForcare Senior Services May 2013 - July 2013
Cone Health July 2012 - January 2013
Shamrock Environmental Corp May 2002 - January 2012
Mudbugs Restaurant January 2000 - January 2001
Culinary Visions Catering March 1998 - March 2000
GFWoman Magazine January 1998 - January 1999
Belk January 1997 - January 1998
Skills
Customer Service, Event Planning, Training, Event Management, Proposal Writing, Sales, Copywriting, Epic Systems, Corporate Events, Non-profits, Microsoft Office, Editing, Business Development, Copy Editing, Corporate Communications, Time Management, Teamwork, Advertising Copy, Electronic Invoicing, Promotions, Newsletter Writing, Non-profit..., Instructor-led Training, Baking, Celebrations
Education
University of North Carolina at Greensboro
Bachelor of Arts, Psychology
University of Montevallo
Master of Arts, English
Stearns Financial Services Group November 2007 - Present
Entercom Communications August 2006 - May 2007
Entercom September 2002 - August 2006
Education
Asheville-Buncombe Technical Community College
College for Financial Planning