CapSouth Partners
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CapSouth Partners Employees
Employee
Years
Job
Industry
Abby Mandella Abby Mandella's CapSouth Partners Experience November 2004 - 2012
Job Operations Director
Industry Financial Services
Experience
Wellspring Group January 2013 - Present
Wellspring Group 2011 - 2012
CapSouth Partners November 2004 - 2012
CapSouth Partners November 2004 - December 2010
Skills
401k, Pensions, Retirement, Insurance, Defined Benefit, Retirement Planning, Financial Services, Employee Benefits, Investments, Small Business, ERISA, Financial Advisory, Retirement Plan...
Education
Troy University Dothan
B.S., Business Administration: Finance & Accounting
Wellspring Group January 2013 - Present
Wellspring Group 2011 - 2012
CapSouth Partners November 2004 - 2012
CapSouth Partners November 2004 - December 2010
Skills
401k, Pensions, Retirement, Insurance, Defined Benefit, Retirement Planning, Financial Services, Employee Benefits, Investments, Small Business, ERISA, Financial Advisory, Retirement Plan...
Education
Troy University Dothan
B.S., Business Administration: Finance & Accounting
Nicky Butler Nicky Butler's CapSouth Partners Experience June 2008 - January 2010
Job Coordinator of Recruitment at Troy University
Industry Higher Education
Experience
Troy University August 2011 - March 2013
Southeast Alabama Medical Center 2013 - 2013
Cottonwood High School January 2010 - June 2010
CapSouth Partners June 2008 - January 2010
Skills
Higher Education, Student Affairs, E-Learning, Adult Education, Leadership Development, Public Speaking, Admissions, Career Counseling, Teaching, Research, Organizational..., Academic Advising, Microsoft Office, Career Development, Employee Relations, Staff Development, Student Development, Student Recruiting
Education
Troy University Dothan 2007 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
Troy University August 2011 - March 2013
Southeast Alabama Medical Center 2013 - 2013
Cottonwood High School January 2010 - June 2010
CapSouth Partners June 2008 - January 2010
Skills
Higher Education, Student Affairs, E-Learning, Adult Education, Leadership Development, Public Speaking, Admissions, Career Counseling, Teaching, Research, Organizational..., Academic Advising, Microsoft Office, Career Development, Employee Relations, Staff Development, Student Development, Student Recruiting
Education
Troy University Dothan 2007 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
Lewis Robinson Lewis Robinson's CapSouth Partners Experience November 2011 - Present
Job Managing Director | Social Security Planning | Retirement Planning | Financial Planning at CapSouth Partners
Industry Financial Services
Experience
CapSouth Partners November 2011 - Present
Robinson Advisory Group, LLC December 2010 - November 2011
Robinson, Whaley, Hammonds & Allison, PC September 1991 - December 2010
J&J, Inc. January 1980 - September 1991
Lewis Robinson & Co., PC January 1977 - January 1980
Greenway, Robinson & Smith, PC July 1969 - December 1977
Marble Products Company of Georgia, Inc. January 1966 - June 1969
Skills
Retirement Planning, Strategic Financial..., Management Consulting, Estate Planning, Fixed Annuities, Financial Services, Retirement, IRAs, Insurance, Financial Reporting, Accounting, Litigation Support, Financial Planning, Retirement Plan..., Wealth Advisor, CPA
Education
Georgia State University 1960 — 1965
BBA, Accounting
Georgia Institute of Technology 1958 — 1960
2 yrs, Industrial Management
CapSouth Partners November 2011 - Present
Robinson Advisory Group, LLC December 2010 - November 2011
Robinson, Whaley, Hammonds & Allison, PC September 1991 - December 2010
J&J, Inc. January 1980 - September 1991
Lewis Robinson & Co., PC January 1977 - January 1980
Greenway, Robinson & Smith, PC July 1969 - December 1977
Marble Products Company of Georgia, Inc. January 1966 - June 1969
Skills
Retirement Planning, Strategic Financial..., Management Consulting, Estate Planning, Fixed Annuities, Financial Services, Retirement, IRAs, Insurance, Financial Reporting, Accounting, Litigation Support, Financial Planning, Retirement Plan..., Wealth Advisor, CPA
Education
Georgia State University 1960 — 1965
BBA, Accounting
Georgia Institute of Technology 1958 — 1960
2 yrs, Industrial Management
Katherine Garman Katherine Garman's CapSouth Partners Experience November 2011 - Present
Job Client Associate
Industry Financial Services
Experience
CapSouth Partners November 2011 - Present
Education
Presbyterian College
CapSouth Partners November 2011 - Present
Education
Presbyterian College
Brad Hardin Brad Hardin's CapSouth Partners Experience January 2014 - April 2014
Job Graduate Student At Georgia State University
Industry Insurance
Experience
Georgia State University August 2015 - Present
Newroc Global Logistics January 2014 - Present
CapSouth Partners January 2014 - April 2014
CapSouth Partners August 2013 - December 2013
Bellamy Apartments in Milledgeville July 2013 - August 2013
Empire Food Brokerage June 2013 - June 2013
Bellamy Apartments in Milledgeville June 2012 - September 2012
Gates Corporation May 2011 - January 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Leadership, Time Management, Research, Team Leadership, Social Media, Microsoft Office, Teamwork, Marketing, Analysis
Education
Georgia State University 2014 — 2017
Master's Degree, Actuarial Science
Georgia State University 2014 — 2017
Master's Degree, Risk Management and Insurance
Georgia College and State University 2008 — 2013
Bachelor of Science (B.S.), Mathematics
Georgia State University August 2015 - Present
Newroc Global Logistics January 2014 - Present
CapSouth Partners January 2014 - April 2014
CapSouth Partners August 2013 - December 2013
Bellamy Apartments in Milledgeville July 2013 - August 2013
Empire Food Brokerage June 2013 - June 2013
Bellamy Apartments in Milledgeville June 2012 - September 2012
Gates Corporation May 2011 - January 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Leadership, Time Management, Research, Team Leadership, Social Media, Microsoft Office, Teamwork, Marketing, Analysis
Education
Georgia State University 2014 — 2017
Master's Degree, Actuarial Science
Georgia State University 2014 — 2017
Master's Degree, Risk Management and Insurance
Georgia College and State University 2008 — 2013
Bachelor of Science (B.S.), Mathematics
Debbie Baptist's CapSouth Partners Experience February 2006 - March 2007
Job Commercial Ins Agent
Industry Insurance
Experience
Southern States Insurance October 2013 - March 2014
John Moore Insurance November 2012 - October 2013
Advocate Financial Group, LLC August 2008 - March 2012
Gwinnett County Public Schools August 2007 - August 2008
CapSouth Partners February 2006 - March 2007
North Point Community Church August 2004 - 2005
Aurora Medical Center August 2000 - March 2004
Various Banks 1987 - 1994
Skills
Insurance, Employee Benefits, Workers Compensation, Commercial Insurance, General Liability, Life Insurance, Commercial Lines, Homeowners, Property, Health Insurance, Disability Insurance, Legal Liability, Small Business, Sales, Sales Presentations, Account Management, Property & Casualty..., Umbrella Insurance, Long-term Care, Liability, General Insurance, Professional Liability, Excess, Employment Practices..., Claims Handling, Customer Retention, Renewals, Conflict Resolution, Reinsurance, Customer Service, Customer Satisfaction, Casualty, Property Damage
Education
University of Central Florida 1988 — 1992
BA, Psychology
Southern States Insurance October 2013 - March 2014
John Moore Insurance November 2012 - October 2013
Advocate Financial Group, LLC August 2008 - March 2012
Gwinnett County Public Schools August 2007 - August 2008
CapSouth Partners February 2006 - March 2007
North Point Community Church August 2004 - 2005
Aurora Medical Center August 2000 - March 2004
Various Banks 1987 - 1994
Skills
Insurance, Employee Benefits, Workers Compensation, Commercial Insurance, General Liability, Life Insurance, Commercial Lines, Homeowners, Property, Health Insurance, Disability Insurance, Legal Liability, Small Business, Sales, Sales Presentations, Account Management, Property & Casualty..., Umbrella Insurance, Long-term Care, Liability, General Insurance, Professional Liability, Excess, Employment Practices..., Claims Handling, Customer Retention, Renewals, Conflict Resolution, Reinsurance, Customer Service, Customer Satisfaction, Casualty, Property Damage
Education
University of Central Florida 1988 — 1992
BA, Psychology
Amanda Standard Amanda Standard's CapSouth Partners Experience May 2013 - July 2014
Job Student at The University of Georgia
Industry Financial Services
Experience
CapSouth Partners May 2013 - July 2014
Skills
WordPress, Editing, SEO, Finance, Microsoft Office, Garageband, Junxure, Constant Contact
Education
University of Georgia 2015 — 2017
Master’s Degree, Financial Planning
The University of Georgia 2011 — 2015
Bachelor of Business Administration (BBA), Finance, 3.49/4
CapSouth Partners May 2013 - July 2014
Skills
WordPress, Editing, SEO, Finance, Microsoft Office, Garageband, Junxure, Constant Contact
Education
University of Georgia 2015 — 2017
Master’s Degree, Financial Planning
The University of Georgia 2011 — 2015
Bachelor of Business Administration (BBA), Finance, 3.49/4
Meredith Agan's CapSouth Partners Experience March 2007 - Present
Job Client Services Manager at CapSouth Partners
Industry Financial Services
Experience
CapSouth Partners March 2007 - Present
AmSouth Bank April 2006 - February 2007
Quality Movers & Storage January 2005 - April 2006
Education
University of Alabama 1996 — 2000
Bachelor of Arts (B.A.)
CapSouth Partners March 2007 - Present
AmSouth Bank April 2006 - February 2007
Quality Movers & Storage January 2005 - April 2006
Education
University of Alabama 1996 — 2000
Bachelor of Arts (B.A.)
Catherine Walding's CapSouth Partners Experience November 2010 - Present
Job Chartered Retirement Plan Specialist® at CapSouth 401k Consultants
Industry Investment Management
Experience
CapSouth Partners November 2010 - Present
Skills
Press Releases, Newsletters, Editing, Public Relations, Social Media, Internal Communications, Microsoft Office, Constant Contact, Event Planning, Social Media Marketing, Facebook, Media Relations, Pensions, Public Speaking, Research
Education
Auburn University 2000 — 2002
Master of Arts, Communication
Armstrong State University 1994 — 1998
Bachelor of Science, General Studies
CapSouth Partners November 2010 - Present
Skills
Press Releases, Newsletters, Editing, Public Relations, Social Media, Internal Communications, Microsoft Office, Constant Contact, Event Planning, Social Media Marketing, Facebook, Media Relations, Pensions, Public Speaking, Research
Education
Auburn University 2000 — 2002
Master of Arts, Communication
Armstrong State University 1994 — 1998
Bachelor of Science, General Studies
Anthony McCallister's CapSouth Partners Experience November 2006 - Present
Job President, CapSouth 401k Consultants (a division of CapSouth Partners, Inc.)
Industry Financial Services
Experience
CapSouth Partners November 2006 - Present
Skills
401k, Retirement Plan..., Qualified Retirement..., Management, Investment Advisory
Education
Faulkner University 1998 — 2000
Doctor of Law (J.D.), Law
Auburn University 1994 — 1996
Bachelor of Business Administration (BBA), Business Management, General
CapSouth Partners November 2006 - Present
Skills
401k, Retirement Plan..., Qualified Retirement..., Management, Investment Advisory
Education
Faulkner University 1998 — 2000
Doctor of Law (J.D.), Law
Auburn University 1994 — 1996
Bachelor of Business Administration (BBA), Business Management, General
Billy Duke, Financial Advisor's CapSouth Partners Experience February 2010 - April 2013
Job Financial Advisor at Prime Financial Services, Questar Capital Corporation, Questar Asset Management
Industry Financial Services
Experience
Prime Financial Services, Questar Capital Corporation, Questar Asset Management April 2013 - Present
CapSouth Partners February 2010 - April 2013
Wells Fargo Advisors January 2005 - February 2010
Edward Jones July 2002 - January 2005
Allied Automotive Group December 1998 - June 2002
SITA June 1997 - August 1998
Delta Air Lines October 1980 - June 1997
Skills
Microsoft Office, Junxure, Microsoft Word, Microsoft Excel, Strategic Financial..., Financial Planning, Personal Financial..., Investment Management, MoneyGuidePro, Envision, Excel, Word, Erwin, Oracle SQL
Education
Georgia State University 1977 — 1979
Bachelor of Science (B.S.), Education
Jackson High School 1970 — 1974
Prime Financial Services, Questar Capital Corporation, Questar Asset Management April 2013 - Present
CapSouth Partners February 2010 - April 2013
Wells Fargo Advisors January 2005 - February 2010
Edward Jones July 2002 - January 2005
Allied Automotive Group December 1998 - June 2002
SITA June 1997 - August 1998
Delta Air Lines October 1980 - June 1997
Skills
Microsoft Office, Junxure, Microsoft Word, Microsoft Excel, Strategic Financial..., Financial Planning, Personal Financial..., Investment Management, MoneyGuidePro, Envision, Excel, Word, Erwin, Oracle SQL
Education
Georgia State University 1977 — 1979
Bachelor of Science (B.S.), Education
Jackson High School 1970 — 1974
Scott Bales's CapSouth Partners Experience June 2013 - Present
Job Client Advisor at CapSouth Partners
Industry Financial Services
Experience
CapSouth Partners June 2013 - Present
Crane Safety Associates of America, Inc. June 2010 - June 2013
Education
Clayton State University 2005 — 2009
Bachelor of Business Administration, Management
University of Georgia - Terry College of Business 2011 — 2012
Executive Program, Certified Financial Planner
Georgia Tech Research Institute
Certificate, Construction Safety and Health
CapSouth Partners June 2013 - Present
Crane Safety Associates of America, Inc. June 2010 - June 2013
Education
Clayton State University 2005 — 2009
Bachelor of Business Administration, Management
University of Georgia - Terry College of Business 2011 — 2012
Executive Program, Certified Financial Planner
Georgia Tech Research Institute
Certificate, Construction Safety and Health