Cannon Financial Institute

Description

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 Unable to add this file. Please check that it is a valid photo. "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

Employee
Years
Job
Industry
Donna Schumell, J.D. Donna Schumell, J.D. Greater Milwaukee Area Details
Donna Schumell, J.D.'s Cannon Financial Institute Experience December 1997 - January 2010
Job SVP/Chief Innovation Officer at Think2Perform, Keynotes, Consulting, Coaching, Wealth and Wellness for Women, Next Gen
Industry Management Consulting
Experience
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

Phil Buchanan Phil Buchanan Athens, Georgia Area Details
Phil Buchanan's Cannon Financial Institute Experience 2013 - Present
Job President at Argent Financial Group, Inc. & Chairman at Cannon Financial Institute
Industry Financial Services
Experience
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

Theresa Silcox Theresa Silcox Athens, Georgia Area Details
Theresa Silcox's Cannon Financial Institute Experience April 2014 - Present
Job Senior Vice President Director of Strategic Alliances
Industry Financial Services
Experience
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

Kyle Shelley Kyle Shelley Greater Denver Area Details
Kyle Shelley's Cannon Financial Institute Experience October 2006 - October 2007
Job Organizational Development | Entrepreneur
Industry Education Management
Experience
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

Kendra Furlow Kendra Furlow United States Details
Kendra Furlow's Cannon Financial Institute Experience May 2014 - May 2015
Job Sales Development Program at Dixie Chopper
Industry Marketing and Advertising
Experience
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

Leigha Bowser Leigha Bowser Athens, Georgia Details
Leigha Bowser's Cannon Financial Institute Experience May 2014 - January 2015
Job at
Industry Higher Education
Experience
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

Sophie Louvel Schmitt Sophie Louvel Schmitt Greater Boston Area Details
Sophie Louvel Schmitt's Cannon Financial Institute Experience November 2009 - April 2010
Job Sr. Analyst at Aite Group
Industry Financial Services
Experience
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

Linda Eaton Linda Eaton Buffalo/Niagara, New York Area Details
Linda Eaton's Cannon Financial Institute Experience June 2011 - Present
Job Senior Vice President at Cannon Financial Institute
Industry Professional Training & Coaching
Experience
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

Ken Colley Ken Colley Athens, Georgia Area Details
Ken Colley's Cannon Financial Institute Experience March 1998 - December 2009
Job Owner & General Manager of MathMoose, LLC
Industry E-Learning
Experience
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

Angie Wheeler Angie Wheeler Greater Chicago Area Details
Angie Wheeler's Cannon Financial Institute Experience May 1999 - March 2000
Job Sales Strategy & Execution Consultant
Industry Management Consulting
Experience
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

Molly Bryant Molly Bryant Washington, District Of Columbia Details
Molly Bryant's Cannon Financial Institute Experience May 2013 - July 2013
Job Political Fundraiser and Event Coordinator
Industry Events Services
Experience
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

Derek Livingston Derek Livingston Saint Simons Island, Georgia Details
Derek Livingston's Cannon Financial Institute Experience June 2008 - March 2009
Job Real Estate
Industry Management Consulting
Experience
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

Dustin Beck Dustin Beck Athens, Georgia Area Details
Dustin Beck's Cannon Financial Institute Experience June 2009 - Present
Job Accounting Manager at Cannon Financial Institute
Industry Professional Training & Coaching
Experience
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

Nicole Jensen Nicole Jensen Athens, Georgia Details
Nicole Jensen's Cannon Financial Institute Experience May 2015 - Present
Job Marketing Intern at Cannon Financial Institute
Industry Marketing and Advertising
Experience
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

Matthew Greenhalgh Matthew Greenhalgh Greater Atlanta Area Details
Matthew Greenhalgh's Cannon Financial Institute Experience August 2013 - March 2014
Job Capital Markets Sales & Trading Analyst at SunTrust Robinson Humphrey
Industry Capital Markets
Experience
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

Jessica Mobley Jessica Mobley Athens, Georgia Area Details
Jessica Mobley's Cannon Financial Institute Experience April 2006 - December 2014
Job Associate at Red Rock Strategic Partners
Industry Financial Services
Experience
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

Christy McMillian Christy McMillian Greenville, Mississippi Details
Christy McMillian's Cannon Financial Institute Experience January 2006 - February 2009
Job Controller at Trop Casino
Industry Accounting
Experience
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

Alisha Foster Alisha Foster Athens, Georgia Area Details
Alisha Foster's Cannon Financial Institute Experience January 2003 - January 2006
Job Project Accountant at Landmark Properties
Industry Accounting
Experience
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

Shawn Thrasher Shawn Thrasher Athens, Georgia Details
Shawn Thrasher's Cannon Financial Institute Experience September 2010 - Present
Job Registrar and Schools Support Coordinator at Cannon Financial Institute
Industry Financial Services
Experience
Cannon Financial Institute   September 2010 - Present

Education
Brenau University
Bachelor of Business Administration (BBA)

Brian Fowler Brian Fowler Memphis, Tennessee Details
Brian Fowler's Cannon Financial Institute Experience July 2013 - October 2014
Job CEO at Revolution Partners, LLC
Industry Financial Services
Experience
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

Tina Harkness, M.Ed. Tina Harkness, M.Ed. Athens, Georgia Area Details
Tina Harkness, M.Ed.'s Cannon Financial Institute Experience April 2014 - Present
Job Director of Business Development & Strategy at Cannon Financial Institute
Industry Financial Services
Experience
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

Dave Renko Dave Renko Raleigh-Durham, North Carolina Area Details
Dave Renko's Cannon Financial Institute Experience May 2010 - June 2011
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
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

Jeff Cobb, CFP, AIFA Jeff Cobb, CFP, AIFA Athens, Georgia Area Details
Jeff Cobb, CFP, AIFA's Cannon Financial Institute Experience 2014 - Present
Job Executive Vice President at Cannon Financial Institute
Industry Financial Services
Experience
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

Charlie Ponitz Charlie Ponitz Atlanta, Georgia Details
Charlie Ponitz's Cannon Financial Institute Experience June 2013 - August 2013
Job Consultant | Innovation & Digital Services at Capgemini
Industry Information Technology and Services
Experience
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

Will Cochran Will Cochran Athens, Georgia Area Details
Will Cochran's Cannon Financial Institute Experience August 2009 - Present
Job Vice President and Managing Consultant at Cannon Financial Institute
Industry Professional Training & Coaching
Experience
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

Holley Hassell Holley Hassell Atlanta, Georgia Details
Holley Hassell's Cannon Financial Institute Experience May 2012 - September 2012
Job Financial Analyst at The Home Depot
Industry Retail
Experience
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

Christopher Nekvinda, PhD Christopher Nekvinda, PhD Athens, Georgia Area Details
Christopher Nekvinda, PhD's Cannon Financial Institute Experience October 2009 - Present
Job Senior Vice President, Director of Global Learning Operations at Cannon Financial Institute
Industry Professional Training & Coaching
Experience
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

Susanne Stubbs Susanne Stubbs Athens, Georgia Area Details
Susanne Stubbs's Cannon Financial Institute Experience January 2012 - Present
Job Client Advisor, Individual Solutions at Cannon Financial Institute
Industry Financial Services
Experience
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

Paul DiBenedetto Paul DiBenedetto Buffalo, New York Details
Paul DiBenedetto's Cannon Financial Institute Experience January 2012 - February 2013
Job President, M&T Securities
Industry Financial Services
Experience
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.

Aaron Woitkovich Aaron Woitkovich Athens, Georgia Area Details
Aaron Woitkovich's Cannon Financial Institute Experience January 2008 - Present
Job VP of Technology at Cannon Financial Institute
Industry Financial Services
Experience
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

Joanne Eby Joanne Eby Greater Chicago Area Details
Joanne Eby's Cannon Financial Institute Experience June 2001 - Present
Job Consultant in the Financial Services Industry
Industry Financial Services
Experience
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

Beth Whitlock Beth Whitlock Athens, Georgia Area Details
Beth Whitlock's Cannon Financial Institute Experience March 2008 - Present
Job Part Time Reception at Cannon Financial Institute
Industry Education Management
Experience
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

Richard Weber Richard Weber Greater Philadelphia Area Details
Richard Weber's Cannon Financial Institute Experience May 1995 - June 1997
Job Managing Director at DNB First
Industry Financial Services
Experience
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

Laurie Frye Laurie Frye Athens, Georgia Area Details
Laurie Frye's Cannon Financial Institute Experience April 2009 - Present
Job Professional Education Coordinator at Cannon Financial Institute
Industry Financial Services
Experience
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.