Ashford Advisors

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Ashford Advisors Employees

Employee
Years
Job
Industry
Carson (Simms) Traynor Carson (Simms) Traynor Rochester, New York Area Details
Carson (Simms) Traynor's Ashford Advisors Experience January 2014 - July 2014
Job Financial and Data Analysis Professional
Industry Financial Services
Experience
Xerox  July 2014 - Present
Ashford Advisors   January 2014 - July 2014
Manning & Napier Advisors  2004 - 2009
Manning & Napier Advisors  January 2004 - November 2004

Skills
Bloomberg Terminal, CMS Bondedge, Excel, Economics, Fixed Income, Financial Analysis, Financial Forecasting, Research, Statistics, Data Analysis, Forecasting, Word, Microsoft Office, Bonds, Microsoft Excel, Microsoft Word, Investments, Bloomberg

Education
   2005 — 2010
MBA, Finance, Corporate Accounting

University of Rochester   1999 — 2003
BA, Economics, French

Matthew Blagburn Matthew Blagburn Fairhope, Alabama Details
Matthew Blagburn's Ashford Advisors Experience January 2012 - August 2012
Job Veterinary Practice Manager
Industry Veterinary
Experience
Patterson Veterinary  January 2013 - May 2015
Ashford Advisors   January 2012 - August 2012
East Georgia College  August 2010 - August 2011
Auburn University  August 2008 - August 2010

Skills
Team Management, New Business Development, Account Management, Sales, Strategic Partnerships, Marketing Strategy, Social Media Marketing, Social Networking, Customer Service, Research, Pricing, Direct Sales, Cold Calling, Inventory Management, Database Administration, Human Resources, Purchasing, Vendor Relationship..., Event Planning

Education
University of South Alabama   2015 — 2017
Bachelor’s Degree, Mathematics and Statistics

Auburn University   2008 — 2012
M.Ed, Higher Education Administration

Auburn University   2006 — 2008
Bachelor of Science (B.S.), Business Administration

Matt Usher Matt Usher Savannah, Georgia Area Details
Matt Usher's Ashford Advisors Experience December 2008 - September 2011
Job Employee Benefit Consultant at W. Ray Williams & Associates Inc.
Industry Financial Services
Experience
W. Ray Williams & Associates Inc.   August 2013 - Present
BDS Agency   January 2012 - August 2013
Willis  September 2011 - January 2012
Ashford Advisors   December 2008 - September 2011
W. Ray Williams, Employee Benefits Brokerage and Consulting   July 2008 - September 2011
BenefitMall  January 2007 - July 2008
BenefitMall  August 2006 - December 2006
US Army Corps of Engineers, Savannah District  June 2003 - August 2003

Skills
Disability Insurance, Health Insurance, PPACA, Health Care Reform, Employee Benefits, Dental Insurance, Life Insurance, Individual Health..., Small Group Health..., Large Group Health..., Defined Contribution, Insurance, Sales, Small Business, Customer Retention, Underwriting, Term Life Insurance, Health Savings Accounts, Selling

Education
University of Georgia - Terry College of Business   2002 — 2006
BBA, Risk Management and Insurance

Benedictine Military School   1998 — 2002
High School

Lauryn Norman Lauryn Norman Birmingham, Alabama Area Details
Lauryn Norman's Ashford Advisors Experience February 2015 - Present
Job Client Services at Ashford Advisors
Industry Financial Services
Experience
Ashford Advisors   February 2015 - Present
Freedom Dream Team   June 2010 - December 2011
Gadsden City Schools, Ray Thompson Elementary   October 2009 - May 2010
Ty J. Young & Associates   September 2008 - October 2009
Coweta County Schools, Willis Road Elementary   June 2004 - May 2008

Skills
Customer Relations, Teaching, Event Planning, Non-profits, Leadership, Event Management, Program Management, Community Outreach, Animal Welfare, Non-profit Leadership, Customer Service, Volunteer Management, Grant Writing, Editing, Research, Time Management, Higher Education, Fundraising, Staff Development, Social Media, Nonprofits, Program Development, Public Speaking

Education
Pepperdine University   2011 — 2012
Master of Arts, Social Entrepreneurship and Change

Jacksonville State University   1999 — 2004
BS, Elementary Education

Christian Chase Coleman Christian Chase Coleman Greater Atlanta Area Details
Christian Chase Coleman's Ashford Advisors Experience May 2014 - August 2014
Job Product Manager Intern at Prasco
Industry Marketing and Advertising
Experience
Varsity Spirit  January 2015 - Present
Prasco  June 2015 - September 2015
Sigma Phi Epsilon - FL Beta   December 2013 - January 2015
Stetson University  August 2012 - January 2015
Ashford Advisors   May 2014 - August 2014
The Blazer Bros   November 2013 - May 2014
Starbucks  May 2011 - May 2014
Halftime Sports   June 2009 - July 2012

Skills
Leadership, Time Management, Microsoft Office, Public Speaking, PowerPoint, Teamwork, Microsoft Excel, Microsoft Word, Social Networking, Facebook, Critical Thinking, Retail, Event Planning, Social Media, Sales, Event Management, Product Management, Product Development

Education
Stetson University   2012 — 2016
Bachelor of Business Administration (BBA), Marketing, Senior

Milton High School   2008 — 2012

Howard Pennington Howard Pennington Greater Atlanta Area Details
Howard Pennington's Ashford Advisors Experience 2003 - March 2010
Job Financial Services Representative
Industry Financial Services
Experience
MetLife Resources  October 2010 - April 2011
Ashford Advisors   2003 - March 2010
Golf Digest  2001 - 2003

Education
Georgia Institute of Technology   1978 — 1982
BS Economics, Economics

Adam Kepler Adam Kepler Atlanta, Georgia Details
Adam Kepler's Ashford Advisors Experience December 2011 - Present
Job Director of Agency Development at Ashford Advisors
Industry Financial Services
Experience
Ashford Advisors   December 2011 - Present
Intercontinental Transports,LLC   April 2010 - December 2011
Marcus & Millichap  May 2005 - April 2010

Education
Auburn University

Sheldon Scott Berch Sheldon Scott Berch Greater Atlanta Area Details
Sheldon Scott Berch's Ashford Advisors Experience January 1991 - April 2009
Job Account Executive at Siegel Insurance
Industry Insurance
Experience
Siegel Insurance   May 2009 - Present
Ashford Advisors   January 1991 - April 2009
Ashford Advisors   January 1991 - April 2009
Milner Document Products  October 1989 - October 1999
Baskin Robins  May 1981 - October 1985

Skills
Disability Insurance, Life Insurance, Property & Casualty..., Commercial Insurance

Education
University of Alabama   1984 — 1989
BS, Marketing/ Sales

Riverwood High School   1979 — 1984

Porsha Erwin Porsha Erwin Decatur, Georgia Details
Porsha Erwin's Ashford Advisors Experience June 2014 - October 2014
Job Accounting and Administrative Assistant
Industry Accounting
Experience
Greater Port Wentworth, LLC   November 2014 - Present
Ashford Advisors   June 2014 - October 2014
WJCL ABC 22 & WTGS FOX 28 Television  June 2009 - November 2011

Skills
Customer Service, Microsoft Office, Accounts Payable, Hospitality Management, Payroll, Accounts Receivable, Microsoft Word, Time Management, PowerPoint, Microsoft Excel, Management

Education
Savannah State University   2010 — 2014
Bachelor's Degree, Business Administration and Management, General

Savannah Technical College   2007 — 2009
Associate's Degree, Accounting

Audrey Lipari Audrey Lipari United States Details
Audrey Lipari's Ashford Advisors Experience March 2005 - March 2006
Job
Industry
Experience
Wegmans Food Markets  July 2005 - Present
Cedarwood Dental Group   January 2005 - Present
Sigma Marketing   October 2010 - November 2011
Ashford Advisors   March 2005 - March 2006
Saatchi & Saatchi  September 1988 - February 2005

Skills
Microsoft Office, Budgets, Customer Service, Invoicing, Accounting

Education
St. John Fisher College   1983 — 1987
Bachelor's degree, History/Economics

Leanne Cooley-Harkin Leanne Cooley-Harkin Rochester, New York Area Details
Leanne Cooley-Harkin's Ashford Advisors Experience February 2012 - November 2012
Job Project Management Support Coordinator at The Gleason Works
Industry Machinery
Experience
The Gleason Works  September 2014 - Present
Iberdrola USA  November 2012 - September 2014
Ashford Advisors   February 2012 - November 2012
Entre Computer Services  November 2007 - February 2012
The Berry Company  June 2003 - October 2007

Skills
Customer Satisfaction, Sales, Team Leadership, Computer Hardware, Customer Service, Team Building, Troubleshooting, Management, Microsoft Office, Project Management, Business Analysis, Mentoring, Software Documentation, Access, Process Improvement, SharePoint

Education
Monroe Community College

Salma Beji Aburas Salma Beji Aburas Pittsburgh, Pennsylvania Details
Salma Beji Aburas's Ashford Advisors Experience August 2008 - April 2009
Job Treasury Services AML / KYC Officer at BNY Mellon
Industry Financial Services
Experience
BNY Mellon  January 2015 - Present
BNY Mellon  January 2014 - January 2015
Regions Financial Corporation  September 2012 - April 2013
Regions Financial Corporation  June 2011 - September 2012
Wells Fargo Home Mortgage  April 2009 - June 2011
Ashford Advisors   August 2008 - April 2009
Alabama International Trade Center  August 2006 - December 2006
Citi Group  May 2006 - August 2006

Skills
Analysis, Customer Service, Due Diligence, Finance, Financial Analysis, French, Loans, Mortgage Lending, Program Management, Spanish, Statistics, Underwriting, Portfolio Management, Risk Management, Training, KYC, PowerPoint

Education
Strayer University   2009 — 2011
MBA, Finance

University of Alabama   2004 — 2008
B.S, Finance, Economics

Leonard Taylor CLU, ChFC Leonard Taylor CLU, ChFC Greater Atlanta Area Details
Leonard Taylor CLU, ChFC's Ashford Advisors Experience 2006 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
Ashford Advisors   2006 - 2012
Ashford Advisors   March 1983 - September 2006

Education
Georgia State University   1973 — 1978
BBA, Risk Mgt. & Insurance

The American College   1988 — 1990
Chartered Life Underwriter, Financial Services

The American College   1990 — 1992
Chartered Financial Consultant, Financial Planning

NASD   1995 — 1997
Series 6, 7, 24, 63, 65 - Registered Investment Advisor

W. Crawford Humphreys W. Crawford Humphreys Atlanta, Georgia Details
W. Crawford Humphreys's Ashford Advisors Experience August 2012 - Present
Job Associate Advisor at Ashford Advisors
Industry Food Production
Experience
Ashford Advisors   August 2012 - Present
Izzy's Local Cheese Company   January 2011 - May 2012
ShoeString Brands, LLC   May 2005 - July 2011
KB Homes  August 2003 - May 2005
CORO Realty   January 2001 - January 2003

Skills
Sales, Marketing, Operations Management, Sales Management, Financial Advisory

Education
University of Denver   1993 — 1997
Bachelor of Science, Marketing

The University of Georgia   1995 — 1996
Bachelor of Science, Marketing

Woodward Academy

Tessa Erb Tessa Erb Alpharetta, Georgia Details
Tessa Erb's Ashford Advisors Experience December 2012 - September 2014
Job Logistics Coordinator for Southeast Region
Industry Transportation/Trucking/Railroad
Experience
Marten Transport  October 2014 - Present
Ashford Advisors   December 2012 - September 2014
Loving Hands Animal Clinic  August 2009 - December 2012

Skills
Call Centers, Telephone Skills, Customer Service, Appointment Scheduling, Client Billing, Client Education, Manage Client..., Microsoft Office, Customer Experience, Customer Satisfaction, PowerPoint, Time Management

Education
Kennesaw State University   2009 — 2015
Bachelor of Science (B.S.), Communication - Public Relations

Gainesville State College   2007 — 2008
Associate of Science (A.S.), Education

Buck Moon Buck Moon Vidalia, Georgia Details
Buck Moon's Ashford Advisors Experience January 2006 - March 2009
Job Team Member at Kailey Dees State Farm
Industry Insurance
Experience
State Farm  December 2014 - Present
US Energy Sciences  February 2010 - Present
US Energy Sciences  July 2009 - February 2010
Southeast DUI School   April 2009 - July 2009
Ashford Advisors   January 2006 - March 2009

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

Thomas Matia Thomas Matia Atlanta, Georgia Details
Thomas Matia's Ashford Advisors Experience August 2011 - March 2015
Job Founder at Loyal Son Financial
Industry Financial Services
Experience
Loyal Son Financial   March 2015 - Present
Ashford Advisors   August 2011 - March 2015

Skills
Insurance, Customer Service, Finance, Microsoft Office, Leadership, Sales, Strategic Planning, Public Speaking, Life Insurance, Marketing

Education
The University of Georgia   2008 — 2011
Doctor of Law (JD), Law

Georgia State University   2001 — 2005
Bachelor's degree, Philosphy and English