Cannon Financial Institute
Address: 1258, 649 S Milledge Ave, Athens, GA 30605 Hours: Open ⋅ Closes 5PM Thursday9AM–5PMFriday9AM–5PMSaturdayClosedSundayClosedMonday9AM–5PMTuesday9AM–5PMWednesday9AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (706) 353-3346: : : Category: Place name: Website: : : : Website: https://www.cannonfinancial.com/ Category: Educational consultant 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 question See all questions (1) Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Cannon Financial Institute Posting publicly on the Web Write a review Reviews 1 Google review From Cannon Financial Institute "Cannon Financial Institute is an established adviser within the financial services industry. We are recognized for our expert counsel, steadfast training, and positive impact. Cannon is an experience which fosters collaboration and growth. Cannon...More "Cannon Financial Institute is an established adviser within the financial services industry. We are recognized for our expert counsel, steadfast training, and positive impact. Cannon is an experience which fosters collaboration and growth. Cannon solves problems and develops problem solvers. We start from a position of discussion and discovery to best understand our clients and their desired outcome. We then apply a personalized level of service which may employ one or more of our solutions. Choose the path which best identifies your interests to learn more about our work."
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Cannon Financial Institute Employees
Think2Perform November 2014 - Present
Blessed Money, LLC July 2014 - Present
American Bankers Association Trust School August 2013 - Present
National Speakers Association October 2012 - Present
Nth Degree Financial Solutions February 2010 - July 2014
Cannon Financial Institute December 1997 - January 2010
Skills
Change Management, Sales Process Management, Sales Pipeline..., Productivity Improvement, Marketing, Lead..., Cross-functional Team..., Consultative Selling, Inspirational and..., Womens' Money Matters, Leadership Development, Executive Coaching, Presentation Skills..., Sales Skills Training, Next Gen, Story in Business, Corporate Storytelling, Money, Strategic Planning, Sales Management, Theory of Constraints, Motivational Speaking, Selling Skills, Presentation Coaching, Business, Selling, Investments, Strategy, Risk Management, Storytelling, Management Consulting, Asset Managment, Training, Strategic Financial..., Series 7, Intergenerational..., Team Building, New Business Development, Business Strategy, Public Speaking, Wealth Management, Asset Management, Financial Advisory, Wealth, Finance, Management, Wealth Management..., Coaching, Banking, Relationship Management, Securities
Education
Marquette University Law School
J.D., Tax
University of Wisconsin-Eau Claire
B.S., Education
Argent Financial Group, Inc. 2013 - Present
Cannon Financial Institute 2013 - Present
Cannon Financial Institute 2007 - 2013
Cannon Financial Institute 1999 - 2007
Cannon Financial Institute 1994 - 1999
Cannon Financial Institute 1992 - 1994
Skills
Asset Management, Marketing, Asset Managment, Customer Service, Strategic Financial..., Wealth Management, Banking, Mutual Funds, Portfolio Management, Investments, Sales Management, Relationship Management, Series 7, Financial Analysis, Estate Planning, Securities, Strategic Planning, Asset Allocation, Management, Strategy, Public Speaking, Retirement Planning, Risk Management, Retirement, Financial Services, Training, Business Strategy, Financial Advisory, Investment Advisory, Wealth Management..., Investment Strategies, Wealth, Alternative Investments, Financial Planning
Education
The University of Georgia 1986 — 1990
Cannon Financial Institute April 2014 - Present
Cannon Financial Institute September 2012 - Present
Cannon Financial Institute 2005 - Present
Cannon Financial Institute 1998 - 2005
burton + BURTON November 1990 - July 1998
Century 21 1985 - 1990
Skills
Sales, Marketing, Business Development, Office Management, CRM, Public Speaking, Administrative..., Customer Service, Microsoft Office, Relationship Management, Proposal Writing, Team Building, Financial Services, Risk Management, Banking, Training, Strategy, Wealth Management, Management
Education
University of Georgia - Terry College of Business 2004 — 2008
BBA, Business
The University of Georgia 1978 — 2008
BBA, Marketing
ALL IN EDUCATION September 2008 - January 2015
Movement Mortgage March 2013 - November 2013
Lloyd Anderson Group of Companies October 2007 - August 2008
Cannon Financial Institute October 2006 - October 2007
First City Financial January 2005 - October 2006
Skills
Business Start Ups, Conference Presentations, Product Innovation, Entrepreneurship, Real Estate, Public Speaking, Strategic Planning, Leadership Development, Start-ups, Sales, Strategy, Business Development, Business Strategy, Sales Management, Business Planning, Team Building, Marketing, Training, Time Management, Social Networking, Management, Recruiting, Management Consulting, Social Media Marketing, Social Media, Coaching, Finance, Leadership, Small Business, CRM, Lead Generation, Selling, Online Marketing, Fundraising, Marketing Strategy, New Business Development, Event Planning, Strategic Partnerships, Nonprofits, Executive Management, Online Advertising
Education
Colorado State University 2000 — 2004
BA Business, Marketing, International Business
Curtin University of Technology 2002 — 2003
International Business
Dixie Chopper August 2015 - Present
Cannon Financial Institute May 2014 - May 2015
Bourbon Street Athens August 2012 - May 2015
Private Gallery August 2013 - August 2014
HoneyBaked Ham December 2011 - December 2013
Fashion Fitness June 2013 - September 2013
Freetextbooks.com November 2012 - May 2013
Chick-fil-A April 2009 - July 2011
Skills
Marketing, Customer Service, Time Management, Social Media, Leadership, Event Planning, Facebook, Social Networking, PowerPoint, Teamwork, Event Management, Sales, Microsoft Word, Social Media Marketing, Microsoft Office, Microsoft Excel, Microsoft Project, Basecamp, SPSS, Outlook, Constant Contact
Education
The University of Georgia 2011 — 2015
Bachelor’s Degree, Sales, Distribution, and Marketing Operations, General, Alumni
UGA Discover Abroad 2014 — 2014
Ecology
Union Grove High School 2007 — 2011
College Prep with Distinction
The Stitch Factory March 2015 - Present
Madlab Marketing January 2015 - Present
Cannon Financial Institute May 2014 - January 2015
Ramsey Student Center August 2011 - August 2014
umano Clothing September 2013 - July 2014
Easy Event Planning December 2012 - February 2013
Stonebridge Tennis and Fitness Center September 2009 - August 2011
Skills
Marketing, Customer Service, Facebook, Social Media, Social Networking, Microsoft Office, Public Speaking, PowerPoint, Microsoft Word, Microsoft Excel, CRM, Basecamp, Constant Contact, Google Analytics, Blogging
Education
The University of Georgia 2010 — 2014
Bachelor of Business Administration (BBA), Marketing, Senior
The University of Georgia 2010 — 2014
Bachelor's degree, Marketing
Aite Group April 2010 - Present
HubSpot January 2010 - April 2010
Cannon Financial Institute November 2009 - April 2010
Bank of America September 2005 - June 2009
Financial Insights (IDC) June 2003 - August 2005
DoubleClick November 1999 - June 2001
Chase - Mergers & Acquisitions January 1997 - May 1999
Skills
Market Research, Marketing Strategy, Reporting & Analysis, Competitive Analysis, Financial Services, Banking, Business Intelligence, Wealth Management, Risk Management, Relationship Management, Business Development, Data Analysis, Analytics, Strategy, Segmentation, Finance, Strategic Financial..., Financial Advisory, CRM, Business Strategy, Consulting
Education
Massachusetts Institute of Technology - Sloan School of Management 2001 — 2003
MBA, Information Technology and Business Transformation
Duke University 1993 — 1996
BA, Economics, Public Policy
Cannon Financial Institute June 2011 - Present
Family Promise of WNY 2010 - 2012
Galileo Initiative June 2001 - August 2011
Cannon Financial Institute 2011 - 2011
Cannon Financial Institute 2011 - 2011
FranklinCovey 1989 - 2001
Franklin Covey 1989 - 2001
Merrill Lynch 1980 - 1989
Education
Boston University
MathMoose June 2010 - Present
Cannon Financial Institute March 1998 - December 2009
Milliken & Company January 1986 - January 1993
West Point Pepperell June 1980 - March 1985
Skills
Direct Sales, New Business Development, Marketing Strategy, Account Management, Strategic Planning, Business Strategy, Team Building, Operations Management, Start-ups, Business Development, Marketing, Customer Service, Sales, Sales Management, Negotiation, Training, Business Planning, Product Development
Education
Auburn University 1980 — 1985
BS TMT, College of Engineering; Minor Business Admistration, Engineering & Business
Independent Consultant April 2002 - Present
Holden International November 2012 - March 2014
National Park Service April 2012 - May 2012
Richardson November 2004 - March 2011
Cannon Financial Institute May 1999 - March 2000
Bank of America April 1994 - May 1999
Skills
Sales Skills Training, Coaching, Performance Consulting, Executive Coaching, Selling Skills, Negotiation, Training, Business Strategy, Change Management, Leadership, Cross-functional Team..., Selling, Sales, Consulting, Marketing, Leadership Development, Public Speaking, Strategy, Management Consulting
Education
Indiana University Bloomington 1988 — 1992
Bachelor's Degree, Speech Communication and Rhetoric
The Levatino Group November 2014 - Present
Cannon Financial Institute May 2013 - July 2013
The Century Council May 2012 - June 2012
Marsh's Surf Shop May 2011 - July 2011
Little Red Book January 2011 - May 2011
Skills
Media Relations, Fundraising, Social Media Marketing, Research, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Communication, Leadership, Time Management, Teamwork, Marketing Communications, Photoshop, Advertising, Editing, Blogging, Press Releases
Education
The University of Georgia 2010 — 2014
Bachelor of Business Administration (BBA), Risk Management and Insurance
UGA Cannes Lions Study Abroad Program 2013 — 2013
Advertising
Saint Mary's School Raleigh, NC 2009 — 2010
High School
Galax High School 2007 — 2008
Wipro Technologies January 2011 - January 2012
Cannon Financial Institute June 2008 - March 2009
Hurricane Construction, Inc June 2006 - June 2008
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Project Management, Strategic Planning, Public Speaking, Outlook, Process Improvement, Training, Leadership
Education
University of Georgia - Terry College of Business 2005 — 2010
BBA, Management of Information Systems
University of Georgia - Terry College of Business 2005 — 2010
BBA, Risk Management and Insurance
Cannon Financial Institute June 2009 - Present
IMS Gear Inc May 2008 - January 2009
Performance Food Group June 2007 - May 2008
Skills
Accounting, General Ledger, GAAP, Financial Reporting, Accruals, Journal Entries, Account Reconciliation, Year-end Close, Fixed Assets, Sales Tax, Depreciation, Peachtree, Bank Reconciliation, Monthly Close, Tax Accounting, Sarbanes-Oxley, Budgets, Internal Controls, External Audit, Microsoft GP, Microsoft Excel, Sarbanes-Oxley Act
Education
The University of Georgia 2015 — 2016
Master's degree
North Georgia College and State University 2005 — 2007
BBA, Accounting
Gainesville College 2001 — 2005
Associates, Business
Cannon Financial Institute May 2015 - Present
Riverbend Environmental, Inc. May 2014 - Present
Athens, GA August 2008 - Present
Redcoat Band April 2011 - April 2015
The Barjon Group March 2014 - May 2014
Kohl's Department Stores May 2013 - May 2013
Skills
Higher Education, Leadership, Social Media, Event Planning, Facebook, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Research, Social Networking, Teamwork, Team Leadership, Event Management, Time Management, Marketing, Marketing Communications, Marketing Strategy, Teaching, Coaching, Team Building
Education
University of Georgia - Terry College of Business 2011 — 2015
Bachelor’s Degree, Marketing
SunTrust Robinson Humphrey July 2015 - Present
SunTrust Robinson Humphrey September 2014 - July 2015
Turner Broadcasting System May 2014 - August 2014
Cannon Financial Institute August 2013 - March 2014
Morgan Stanley Wealth Management May 2013 - August 2013
Kennesaw State University December 2011 - May 2012
Evers & Fox, PC November 2010 - May 2011
Skills
Finance, Fundamental Analysis, Risk Management, Option Pricing Models, Corporate Finance, Team-oriented, Financial Markets, Capital Budgeting, Project Coordination, Data Processing, Manage Client..., Financial Analysis, Teamwork, CAPM, Stock Valuation, Cloud Storage, Quantitative Analytics, Derivatives, Pivot Tables, Analytical Skills, Relationship Management, Essbase, Access, DCF, Hyperion, Agile Methodologies, Project Management, Resource Allocation, Microsoft Project, Project Risk, Capital Markets
Education
The University of Georgia 2012 — 2014
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
University of Georgia - Terry College of Business 2012 — 2014
Bachelor of Business Administration (BBA), Finance
Red Rock Strategic Partners January 2015 - Present
Cannon Financial Institute April 2006 - December 2014
Skills
Investments, Wealth Management
Education
The University of Georgia 2004 — 2007
Trop Casino February 2013 - Present
Pepsi Beverages Company January 2011 - December 2012
Acadiana Outreach Center, Inc. November 2009 - June 2010
Cannon Financial Institute January 2006 - February 2009
Springhill Health Services January 2002 - January 2004
Engstrom, Grayson & Green, CPA July 1998 - July 1999
Isle of Capri Casino January 1998 - July 1998
CasinoAmerica, Inc (Isle of Capri) January 1996 - January 1998
Skills
Financial Reporting, Financial Analysis, Internal Controls, Auditing, Accounting, Financial Statements, Finance, GAAP, Peachtree, External Audit, General Ledger, Account Reconciliation, Accounts Receivable, Financial Accounting, Budgets, Accounts Payable, Fixed Assets, Sarbanes-Oxley Act, US GAAP, Journal Entries, Accruals, Sarbanes-Oxley, Cash Flow, Bank Reconciliation, Financial Audits, Revenue Recognition, Cash Management, Internal Audit, Managerial Finance, Tax, Payroll, Outlook, Invoicing, Balance, Financial Forecasting, Monthly Close, Microsoft Excel, Management Accounting, Preparation, Corporate Tax, Great Plains Software, Bookkeeping, Tax Returns, Microsoft Word, Variance Analysis, Management, Leadership, Software Documentation
Education
University of Arkansas at Little Rock 1999 — 2000
Accounting
The University of Southern Mississippi 1989 — 1994
Bachelor of Science, Accounting
Landmark Properties - Athens, Georgia February 2015 - Present
Oconee County Board of Commissioners July 2012 - Present
Accounting Systems, Inc. September 2010 - June 2012
All About Floors Showroom, Inc. February 2006 - November 2010
Cannon Financial Institute January 2003 - January 2006
Merial, a Sanofi Company June 2001 - July 2002
Zaxby's Franchising, Inc. July 1996 - June 2001
Education
Athens Technical College 1990 — 1992
Cert, Real Estate Sales I, II, III
Cannon Financial Institute September 2010 - Present
Education
Brenau University
Bachelor of Business Administration (BBA)
Revolution Partners, LLC November 2014 - Present
Cannon Financial Institute July 2013 - October 2014
Morgan Keegan February 1995 - May 2013
Morgan Keegan January 2005 - October 2012
Morgan Keegan 2002 - October 2012
Morgan Keegan 2009 - 2012
Morgan Keegan October 2001 - December 2004
U.S. House of Representatives July 1994 - January 1995
Skills
Investments, Financial Services, Series 7, Wealth Management, Training, Finance, Business Development, Investment Advisory, Retirement Planning, Asset Allocation, Management, Series 63, Series 24, Strategy, Mutual Funds, FINRA, Securities, Strategic Planning, Alternative Investments, Business Process, Business Strategy
Education
University of Strathclyde 1993 — 1994
Rotary Ambassadorial Scholar, History and Political Science
Murray State University 1989 — 1993
Bachelor of Science (BS), Organizational Communication and Finance
Union City High School
Cannon Financial Institute April 2014 - Present
Cannon Financial Institute June 2006 - April 2014
The University of Georgia August 2004 - May 2006
Skills
Instructional Design, Financial Services, E-Learning, Strategic Planning, Friendly Personality, Project Management, Strategic Partnerships, Staff Development
Education
The University of Georgia 2006 — 2007
M.Ed., Instructional Design and Development
The University of Georgia 2004 — 2006
M.Ed., Teaching, Curriculum, and Instruction
Meredith College 2000 — 2004
B.S, Exercise and Sports Science
Morgan Stanley March 2015 - Present
Morgan Stanley Wealth Management July 2013 - March 2015
Bank of America Merrill Lynch May 2011 - July 2013
Cannon Financial Institute May 2010 - June 2011
Morgan Stanley Smith Barney October 2006 - July 2009
Smith Barney April 2000 - November 2003
Smith Barney May 1998 - April 2000
Smith Barney August 1993 - April 1998
Skills
Investments, Management, Financial Services, Series 7, Wealth Management, Mutual Funds, Finance, Portfolio Management, Asset Management, Series 63, Strategic Financial..., Training, Business Development, Securities, Recruiting, Financial Analysis, Sales, Project Management, Staff Development, Relationship Management, New Business Development, Sourcing, Insurance, Executive Management, Retirement Planning, Equities, Financial Planning
Education
Saint Leo University 2002 — 2003
Business Management
U.S. Navy 1982 — 1987
Communications Technology/Technician
Allegheny College 1982 — 1983
Cannon Financial Institute 2014 - Present
Skills
Securities, Asset Management, Financial Planning, Wealth Management, Insurance, Financial Services, Retirement Planning
Education
The University of Georgia
Bachelor's degree
Capgemini March 2015 - Present
The Hanover Insurance Group June 2014 - August 2014
Cannon Financial Institute June 2013 - August 2013
Skills
Microsoft Excel, Management, Microsoft Office, Matlab, Marketing Strategy, Teamwork, Public Speaking, Analysis
Education
University of Georgia - Terry College of Business 2010 — 2014
Bachelor of Business Administration, Finance, 3.5
Notre Dame High School 2006 — 2010
Cannon Financial Institute August 2009 - Present
Skills
Wealth Management, Securities, Retirement Planning, Retirement, Financial Services, Strategic Financial..., Banking, Investments, Mutual Funds, Asset Management
Education
University of Georgia - Terry College of Business 1989 — 1993
BBA, International Business
Oconee County High School
Oconee County High School
The Home Depot January 2015 - Present
The Home Depot June 2014 - January 2015
Neenah Paper May 2013 - August 2013
Cannon Financial Institute May 2012 - September 2012
Skills
PowerPoint, Microsoft Word, Communication Skills, Time Management, Microsoft Excel, Microsoft Office, Customer Service, Social Media, Facebook, Teamwork, Spanish, Leadership, Social Media Marketing, Fundraising
Education
The University of Georgia 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance and International Business
University of Georgia - Terry College of Business 2010 — 2014
BBA, Finance and International Business
Lorenzo de' Medici Italian International Institute
Italian
Cannon Financial Institute October 2009 - Present
Skills
Strategic Consulting, Business Process..., Business Change..., E-Learning, Distance Learning, Banking, Change Management, Captivate, Instructional Design, Organizational..., Adult Education, Blended Learning, Cross-functional Team..., Instructor-led Training, Coaching, Leadership, Leadership Development, Performance Consulting, Performance Management, Program Management, Needs Analysis, Sales Management, Strategy, Training Delivery, Training, Strategic Planning, Project Management, Technical Writing
Education
Capella University 2007 — 2011
Ph.D.
University of Phoenix 2004 — 2006
Masters
Slippery Rock University of Pennsylvania 1990 — 1994
B.A.
Benedictine High School 1986 — 1990
High School
Cannon Financial Institute January 2012 - Present
JPMorgan Chase & Co. April 2007 - May 2008
DAS-2, Inc. November 1997 - April 2007
PDI Professional Detailing Inc. January 1996 - October 1997
SmithKline Beecham Corporation April 1990 - December 1995
Skills
Sales, Client Relations, Client Services, Marketing, Financial Services, Management, Investments, Finance, Sales Presentations, Banking, Wealth Management, Relationship Management, Relationship Development, Prospect Identification..., Series 6, Series 63, Marketing Communications, New Business Development, Sales Management, Strategic Planning, Business Strategy, Marketing Strategy, Organizational...
Education
The Ohio State University Fisher College of Business 1982 — 1986
BSBA, Bachelor of Science in Business Administration, Marketing
M&T Bank February 2013 - Present
Cannon Financial Institute January 2012 - February 2013
HSBC 2009 - 2011
Citibank 2004 - 2009
Citibank - London 2001 - 2004
Citi 1998 - 2001
Citibank - Citicorp Investment Services 1991 - 1998
CIGNA, Individual Financial Services 1985 - 1990
Skills
Wealth Management, Sales Management, Retail Banking, Sales, Strategic Financial..., Retirement Solutions, Retirement, Series 7, Series 24, Series 65, Management, Wealth Management..., Portfolio Management, Business Development, Securities, Banking, Business Strategy, Financial Services, Strategy, Investments, Fixed Income, Mutual Funds, Branch Banking, Wealth, Risk Management, Leadership, Relationship Management, Financial Risk, Private Banking, Asset Management, Investment Advisory, Finance, Financial Advisory, Financial Markets, Financial Planning
Education
State University of New York College at Oneonta
B.S.
Cannon Financial Institute January 2008 - Present
Novus Sententia 2008 - Present
Cannon Financial Institute 2001 - 2006
Skills
CRM, Customer Service, Risk Management, Management, Project Management, Strategic Planning, Banking, Process Improvement, Change Management, New Business Development, Cross-functional Team..., Training, Strategy, Team Leadership, Team Building, Account Management, Financial Services, Business Development
Education
University of Georgia - Terry College of Business 1997 — 2001
Bachelor of Business Administration (BBA), Management Information Systems
Nth Degree Fiduciary Solutions (NDFS LLC) 2005 - Present
Cannon Financial Institute June 2001 - Present
Harris Bank September 2000 - January 2005
Bank of Montreal June 1998 - August 2000
SS&C Technologies May 1987 - June 1998
Skills
Fiduciary Internal Audit, Fiduciary Compliance, Fiduciary Policy Writing, Internal Audit, Policy Writing, Reviews, Compliance Testing, Risk Management, Banking, Investments, Wealth Management, Risk Assessment, Securities, Strategic Planning, Fiduciary, Strategic Financial..., Financial Risk, Relationship Management, Finance
Education
The John Marshall Law School 2009 — 2013
JD, Law
York University - Schulich School of Business 1984 — 1986
MBA, Information Systems and Public Policy
Western University 1976 — 1980
Honors BA, English Language & Literature
Cannon Financial Institute March 2008 - Present
Education
University of South Carolina-Columbia 1982 — 1983
MLIS, Library and Information Science
Columbia College (SC) 1971 — 1974
BA, Library Science/Education
DNB First June 2010 - Present
Independent Consultant March 2008 - July 2010
Fifth Third Bank April 2004 - January 2008
Comerica September 2001 - March 2004
National City Bank July 1997 - June 2001
Cannon Financial Institute May 1995 - June 1997
Meridian Bancorp June 1973 - April 1995
Skills
Wealth Management, Banking, CRM, Leadership, Management, Change Management, Financial Services, Business Planning, Commercial Banking, Investment Management, Coaching, Training, Commercial Lending, Private Banking, Wealth Management..., Finance, Investments, Portfolio Management
Education
College for Financial Planning 2007 — 2007
AWMA sm, Accredited Wealth Management Adviser
Stanford University 1989 — 1989
Executive Program in Organizational Change
ABA Graduate School for Commercial Lending/ University of Oklahoma 1982 — 1982
Certificate of Completion, Commercial lending, Satisfactory Completion of Course
Central Connecticut State University 1969 — 1973
BA Political Science, Political Science, History and Business Law
Cannon Financial Institute April 2009 - Present
Cannon Financial Institute May 2008 - April 2009
University of Georgia 2005 - 2008
Skills
Estate Planning, Asset Management, Retirement Planning, Retirement, Coaching, Wealth Management, Strategic Financial..., Mutual Funds, Investments, Banking, Financial Services, Financial Planning, 401k, Asset Allocation, Financial Analysis, Finance, IRAs
Education
Eastern Michigan University
B.S.