Asset Preservation Advisors
Industry: Company
DescriptionFounded: 1989 Subsidiary: Asset Preservation Advisors Inc, Asset Management ArmFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportAsset Preservation AdvisorsWebsiteDirections Saved (0) Saved Save Financial planner in Atlanta, Georgia Address: 3344 Peachtree Rd # 2050, Atlanta, GA 30326 Phone: (404) 261-1333: : : : Hours: Category: : : Place name: Website: Website: http://www.assetpreservationadvisors.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. · Own this business?Add missing informationAdd business hours 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 Asset Preservation Advisors Posting publicly on the Web Write a review Reviews Be the first to review
Asset Preservation Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Asset Preservation Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Asset Preservation Advisors Employees
Whitney Imeraj, MBA Asset Preservation Advisors August 2009 - Present
Homrich & Berg, Inc. September 2008 - April 2009
firstPRO, Inc. July 2008 - September 2008
Matrix Resources January 2007 - July 2008
Skills
Recruiting, Management, Investments, Fundraising, Portfolio Management, Financial Services, Financial Analysis, Valuation, Financial Modeling, Applicant Tracking..., Asset Management, Alternative Investments, Technical Recruiting, Talent Acquisition, Wealth Management, Investment Strategies, Microsoft Office
Education
The University of Georgia 2011 — 2013
MBA
The University of Georgia 2002 — 2006
Bachelor of Arts, Spanish
Karen Haskins RobertKent Galleries May 2011 - Present
RoseBud Technologies January 2006 - August 2008
Asset Preservation Advisors 2006 - 2006
Helton Asset Management 2005 - 2005
Lowderman & Associates January 1998 - September 2004
Our Lady of Angels Catholic Church March 1989 - August 1997
Skills
Marketing, Management, CRM, Sales, SharePoint, Leadership, Training, Product Marketing, QuickBooks, Recruiting, Microsoft Excel, Visio, Salesforce Marketing, Salesforce CRM, Public Speaking, Technical Support
Education
Mohawk Valley Community College 1974 — 1975
Clinton Central School 1970 — 1973
Michael Cumming, CFA Scout Investments April 2011 - Present
TradeLink Securities September 2007 - March 2011
Morningstar June 2004 - September 2007
Asset Preservation Advisors June 2003 - May 2004
Treasurer, State of Iowa May 1999 - July 2002
Skills
Equity Research, Equities, Portfolio Management, Investments, Mutual Funds, Asset Managment, Financial Analysis, Hedge Funds, Alternative Investments, Valuation, Bloomberg, Financial Modeling, Emerging Markets, Trading, Fixed Income, Equity Valuation, Asset Allocation, Investment Strategies
Education
Emory University - Goizueta Business School 2002 — 2004
MBA, Finance, Asset Management
Hastings College 1996 — 1999
BA, Business Administration, Economics
Will Peter Asset Preservation Advisors March 2015 - Present
Punchh Inc. October 2013 - June 2014
Nautilus Capital January 2011 - May 2013
Morgan Keegan July 2004 - January 2011
Bank of America August 2000 - June 2004
Skills
SaaS, Big Data, CRM, Social Media Marketing, Social Media, Cloud Computing, Capital Markets, Equities, Series 63, Series 7, Equity Research
Education
University of Colorado Boulder 1984 — 1988
economics, sociology
Claire Arnold United Way of Greater Atlanta August 2015 - Present
Museum of Contemporary Art of Georgia (MOCA GA) March 2015 - August 2015
Asset Preservation Advisors January 2014 - March 2015
Skills
Microsoft Office, Public Speaking, Research, PowerPoint, Event Planning, Social Networking, Leadership, Social Media, Nonprofits
Education
University of Mississippi 2009 — 2013
Bachelor of Arts (BA), History
The Westminster Schools 1995 — 2009
Kristen Eimer Castle Crow & Company September 2015 - Present
Asset Preservation Advisors October 2008 - August 2015
Skills
Fixed Income, Asset Management, Credit Analysis, Investment Research, Bloomberg, Business Development, Marketing, Relationship Management, Valuation, Financial Modeling, Management
Education
University of California, Los Angeles
Bachelor of Arts (B.A.), Environmental Studies
Selden Cottrell Foursquare August 2015 - Present
SalesLoft May 2015 - August 2015
NDN, Inc. May 2013 - May 2015
Asset Preservation Advisors October 2011 - March 2013
JBCStyle February 2011 - October 2011
Cydecor, Inc. September 2010 - February 2011
DLT Solutions March 2010 - September 2010
Cottrell Communications Corporation January 2009 - March 2010
Skills
Recruiting, Sales, College Recruiting, Sourcing, Management, Customer Service, Applicant Tracking..., Talent Acquisition, Retail, Merchandising, Account Management, Microsoft Office, Social Networking, Social Media, Microsoft Excel, Awesomeness, Social Skills, Cold Calling, Networking, Digital Media, Interviews, Advertising, Time Management, Marketing, Human Resources
Education
University of Alabama 2005 — 2009
Business Administration
Douglas Southall Freeman High School 2001 — 2005
Wesley Williams Asset Preservation Advisors December 2013 - Present
Asset Preservation Advisors June 2012 - December 2013
Skills
Investments, Portfolio Management, Asset Allocation, Financial Analysis, Series 7, Investment Strategies, Trading, Bloomberg, Valuation, Alternative Investments, Investment Advisory, Bloomberg Terminal, Microsoft Excel, Microsoft Office
Education
Georgia Institute of Technology 2015 — 2017
Master of Business Administration (M.B.A.), Finance
University of Mississippi
Bachelors, Finance
Leopold-Franzens Universität Innsbruck 2008 — 2008
Finance
Matthew Riggle Asset Preservation Advisors April 2007 - Present
Georgia Institute of Technology 2012 - 2012
SunTrust Bank August 2005 - March 2006
American Express Financial Advisors January 2005 - August 2005
Skills
Leadership, Finance, Financial Services, Six Sigma, Loans, Investments, Asset Allocation, Investment Strategies, Financial Modeling, Financial Analysis, Bloomberg, Valuation, Asset Management, Fixed Income, Portfolio Management, Bonds, Business Analysis, Credit, Microsoft Excel, Project Management
Education
Georgia Institute of Technology - Georgia Tech College of Management 2010 — 2013
MBA, Finance, General
University of Florida 2000 — 2004
BS, Economics
Atlanta Capital Group April 2014 - Present
Southeast Georgia Health Systems May 2007 - April 2014
Asset Preservation Advisors February 2010 - March 2014
GlynnCounty Georgia Board of Commissioners May 2000 - December 2004
The Merchant Bank of Atlanta December 1987 - March 1994
Skills
Investments, Business Development, Management, Bonds, Investment Strategies, Wealth Management, Investment Advisory, Venture Capital, Asset Allocation, Hedge Funds, Alternative Investments
Education
Tufts University - The Fletcher School of Law and Diplomacy 1975 — 1976
MALD, International Business Law
The University of Kansas 1966 — 1972
B.A.; M.S., International Relations; Journalism.
Credit Suisse Securities (USA) LLC February 2015 - Present
Asset Preservation Advisors August 2012 - January 2015
Perimeter Concourse Capital January 2010 - August 2012
Harbert Management Corporation April 2004 - April 2008
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Equities, Investment Strategies, Investment Banking, Investments
Education
Georgia Institute of Technology 1995 — 2000
Business Management
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY