Consolidated Planning, Inc.

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Consolidated Planning, Inc. Employees

Employee
Years
Job
Industry
Sarah Moseley Sarah Moseley Charlotte, North Carolina Details
Sarah Moseley's Consolidated Planning, Inc. Experience July 2015 - Present
Job Public Relations Assistant at Consolidated Planning, Inc.
Industry Public Relations and Communications
Experience
Consolidated Planning, Inc.   July 2015 - Present
Campus Crusade for Christ  August 2014 - June 2015
Campus Crusade for Christ  January 2014 - May 2014
Auburn University  January 2012 - July 2012

Skills
Social Media, Social Media Outreach, Writing, News Writing, Creative Writing, Twitter, Instagram, Facebook, Social Networking, Teamwork, Microsoft Office, PowerPoint

Education
Auburn University   2010 — 2014
Bachelor of Arts (B.A.), Public Relations and Communication

Bill Trahan Bill Trahan Charlotte, North Carolina Area Details
Bill Trahan's Consolidated Planning, Inc. Experience March 1989 - July 1999
Job Executive Vice President & CFP at Carroll Financial
Industry Financial Services
Experience
Carroll Financial  January 2004 - Present
TriCapital Financiall Corp   July 1999 - December 2003
Consolidated Planning, Inc.   March 1989 - July 1999

Skills
Asset Allocation, Retirement Planning, Investments, Series 7, Wealth Management, Finance, Strategic Financial..., Asset Management, Investment Advisory, Financial Services, Estate Planning, Mutual Funds, Insurance, Portfolio Management, Investment Strategies, Financial Analysis, Series 63, Risk Management, 401k, Financial Modeling, Retirement, Sales, Asset Managment, Strategic Planning

Education
Appalachian State University   1979 — 1981
MA, Management & Education

University of Central Florida   1975 — 1979

Kathy Valentine Kathy Valentine Raleigh-Durham, North Carolina Area Details
Kathy Valentine's Consolidated Planning, Inc. Experience November 2001 - March 2003
Job Sr. Field Account Manager at UnitedHealthcare
Industry Insurance
Experience
UnitedHealthcare  March 2003 - Present
Consolidated Planning, Inc.   November 2001 - March 2003
P&A Group  April 1998 - November 2001
Guardian Life  August 1991 - April 1998

Skills
Account Management, Employee Benefits, Health Insurance, Specialty Lines, Disability Benefits, Dental Insurance, Licensed Life & Health..., COBRA, Section 125 Plans, Health Savings Accounts, Benefits Administration, Customer-focused Service, Managed Care, Process Improvement, Insurance, Medicare, Disability Insurance, Team Building, Long-term Care, Marketing, Life Insurance, Customer Service

Education
Schenectady County Community College

Renee Simpson Renee Simpson Charlotte, North Carolina Area Details
Renee Simpson's Consolidated Planning, Inc. Experience August 2013 - Present
Job Financial Representative at Consolidated Planning, Inc.
Industry Financial Services
Experience
Consolidated Planning, Inc.   August 2013 - Present
Northwestern Mutual  August 2011 - August 2013

Skills
Life,Accident& Health..., LTCi licensed in NC and...

Education
University of North Carolina at Charlotte   2006 — 2010
BS

East Carolina University

Rose Spivey, CLU Rose Spivey, CLU Matthews, North Carolina Details
Rose Spivey, CLU's Consolidated Planning, Inc. Experience 1999 - 2007
Job AVP, Client Services Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  June 2008 - Present
Consolidated Planning, Inc.   1999 - 2007

Skills
Life & Health Insurance..., Series 6, Series 63, Manage Client..., Superior Client Service, Life insurance; advance..., CLU, Financial Services, Relationship Management

Education
The American College   2012 — 2015
CLU; Chartered Life Underwriter

Limestone College
BS Business Management

James B. Mathis, III James B. Mathis, III Charlotte, North Carolina Area Details
James B. Mathis, III's Consolidated Planning, Inc. Experience August 2009 - Present
Job Director of Marketing/Business Development at Consolidated Planning, Inc.
Industry Public Relations and Communications
Experience
Consolidated Planning, Inc.   August 2009 - Present
Charlotte Center City Partners  February 2006 - July 2009
Charlotte Chamber of Commerce  March 2003 - February 2006
Bob Dole for President   March 1995 - December 1996

Skills
Planning, New Business Development, Public Relations, Public Speaking, Marketing Strategy, Social Media Marketing, Event Planning, Project Planning, Strategic Planning, Marketing, Integrated Marketing, Business Development, Sales

Education
Queens University of Charlotte   1999 — 2001
ba, communications

The University of Georgia   1989 — 1992

J. George Gilbert III J. George Gilbert III Charlotte, North Carolina Area Details
J. George Gilbert III's Consolidated Planning, Inc. Experience May 2012 - July 2015
Job Financial Strategist/Consultant
Industry Financial Services
Experience
JG3 Financial   January 2015 - Present
Consolidated Planning, Inc.   May 2012 - July 2015
Nyl  October 2007 - June 2012

Skills
Insurance, Investments, Life Insurance, Retirement, Retirement Planning, Sales, Strategic Financial..., Finance, Team Building, Strategic Planning, Management, Small Business, Public Speaking, Leadership, Financial Advisory, Wealth Accumulation, Financial Planning, Financial Services, Marketing, Mergers & Acquisitions, Disability Insurance, IRAs, Financial Planners, Estate Planning

Education
Lenoir-Rhyne College   1998 — 2001
Finance, General

Robert Hillman, CFA Robert Hillman, CFA Charlotte, North Carolina Area Details
Robert Hillman, CFA's Consolidated Planning, Inc. Experience May 2012 - April 2013
Job Problem Solver
Industry Investment Management
Experience
RLH Consulting LLC   August 2008 - Present
Centralina Economic Development Commission   2012 - 2015
Consolidated Planning, Inc.   May 2012 - April 2013
Morgan Stanley Smith Barney  March 2011 - February 2012
Etrade Financial  October 2007 - July 2008
Banc of America Securities  August 1997 - March 2007
Barclays  1992 - 1997
Optron Systems   1987 - 1991
AT&T Bell Labs  June 1986 - August 1986
Teradyne  November 1983 - September 1985

Skills
Structured Finance, Valuation, Leadership Development, Asset Allocation, CDS, Fixed Income, Hedge Funds, Capital Markets, Structured Products, Bonds, Investment Banking, Investment Management, Alternative Investments, Portfolio Management, Equities, Financial Structuring, Asset Management, Corporate Finance, Investments, Options, Trading, Retirement Planning, Finance, Series 7, Derivatives, Bloomberg, Venture Capital, Business Planning, Financial Markets, Strategic Financial..., Strategy, Series 63, Investment Strategies, Mutual Funds, Wealth Management, Investment Advisory, Private Equity, Financial Analysis, Financial Advisory, Securities, Emerging Markets, Leveraged Finance, Start-ups, Financial Services, Financial Modeling, Entrepreneurship, Equity Research, Funding, Financial Planning

Education
New York University - Stern School of Business   1991 — 1993
MBA, Finance and International Business

Massachusetts Institute of Technology   1980 — 1987
BS, Electrical Engineering

Stuyvesant High School   1977 — 1980
Diploma, College Preparatory

Jackie Robinson Intermediate School 320   1974 — 1977
K - 12

Emma Johnson Public School 241   1968 — 1974
K - 12

Central Piedmont Community College
Business Administration and Management, General

New York Institute of Finance
CFA Preparation

Northeastern University
Financial Management

Walter Hutto Walter Hutto Charlotte, North Carolina Area Details
Walter Hutto's Consolidated Planning, Inc. Experience July 2012 - Present
Job Financial Representative at Consolidated Planning, Inc.
Industry Financial Services
Experience
Consolidated Planning, Inc.   July 2012 - Present
Xerox  October 2011 - July 2012
Hewlett Packard Enterprise Services  October 2010 - 2011
Joye Technology Group, LLC   2007 - October 2010
IBM  2004 - 2007
IBM  2002 - 2004
PwC Consulting  2001 - 2002
Dun and Bradstreet  1985 - 2001
Dun & Bradstreet  1990 - 1999
Dun & Bradstreet  1990 - 1999

Skills
Professional Services, Salesforce.com, Enterprise Software, Vendor Management, Management, Business Development, Customer Service, Project Planning, Budgets, Sales, ERP, Access, CRM, Portfolio Management, Strategic Planning, Business Intelligence, Sales Process, Training, Recruiting, Lead Generation, Process Improvement, Insurance, New Business Development, Cross-functional Team..., Finance, Marketing, Risk Management, Strategy, Investments, Consulting, Solution Selling, Account Management, Outsourcing, Retirement Planning, Strategic Financial..., Management Consulting, Selling, Financial Analysis, Marketing Strategy, Direct Sales, Leadership, Business Process..., Team Building, Cash Flow, Business Analysis, Cloud Computing, SaaS, Asset Management, Strategic Partnerships, Financial Services

Education
Auburn University   1978 — 1983
Bachelor of Business Administration (B.B.A.), Marketing, Finance

Rob Hanckel Rob Hanckel Chesapeake, Virginia Details
Rob Hanckel's Consolidated Planning, Inc. Experience September 2012 - March 2014
Job OwnerThe UPS Store #5522 by Chesapeake Square Mall | Small Business Services | Shipping | Packing | Printing | Freight
Industry Retail
Experience
The UPS Store #5522   August 2014 - Present
Consolidated Planning, Inc.   September 2012 - March 2014
NC Employment Commission   July 2011 - September 2012
ProNet Charlotte  January 2011 - August 2012
Wells Fargo Asset Management  January 2009 - May 2011
Evergreen Investments  November 2007 - December 2008
Wachovia Capital Markets  July 1997 - October 2007
Smith Barney  June 1988 - July 1997

Skills
Bloomberg Terminal, Proposal Writing

Education
University of Virginia - Darden Graduate School of Business Administration   1986 — 1988
MBA, Management, FInance

U.S. Navy Nuclear Power School   1978 — 1979
Nonaccredited Masters of Nuclear Engineering, Nuclear Engineering

United States Naval Academy   1974 — 1978
Bachelor of Science, Engineering

Buddy Dean Carter Buddy Dean Carter Charlotte, North Carolina Area Details
Buddy Dean Carter's Consolidated Planning, Inc. Experience March 2012 - Present
Job Financial Strategist at Consolidated Planning, Inc. 4201 Congress Street, Suite 295, Charlotte NC 28209
Industry Financial Services
Experience
Consolidated Planning, Inc.   March 2012 - Present
HF Financial  October 2008 - March 2012
EquiFirst Corp  2006 - 2008
State Line Lighting   2001 - 2006

Education
The American College   2010 — 2012
ChFC, Financial Planning

Winthrop University   2001 — 2004
BA, Business Administration

Edwenna M Ervin Edwenna M Ervin Greenville, South Carolina Area Details
Edwenna M Ervin's Consolidated Planning, Inc. Experience December 2007 - October 2013
Job Sales and Adminstration at Mark Turley Agency
Industry Executive Office
Experience
Mark Turley Agency   May 2014 - Present
Event and Management Consulting Services   October 2013 - May 2014
Consolidated Planning, Inc.   December 2007 - October 2013
C. W. Wright Construction Company, Inc   October 2006 - September 2007
SOUTHPARK MALL, LLC   June 2005 - September 2007
SCETV  December 2002 - December 2004

Skills
Insurance, Leadership, Account Management, Marketing, Sales, Customer Service, Process Improvement, New Business Development, Public Speaking, Training, Health Insurance, Network Security, Executive Level..., Computer Proficiency, Technical Presentations, Microsoft Excel, Direct Sales, Microsoft Office, PowerPoint, Event Planning, Event Based Marketing, Microsoft Word, Marketing Strategy, Marketing Event Planning

Education
University of South Carolina Upstate   1997 — 2002
BA, Communications

Denna Holland Denna Holland Shelby, North Carolina Details
Denna Holland's Consolidated Planning, Inc. Experience January 2012 - February 2013
Job Legal Assistant
Industry Legal Services
Experience
Bailey & Thomas, P.A.   March 2013 - Present
Consolidated Planning, Inc.   January 2012 - February 2013
CaseWorksOnLine.com   November 2003 - January 2012
Wachovia Corporation  1995 - 1999
The Arc Stanly/Arc Services   1987 - 1990

Skills
Litigation Support, Cross-functional Team..., Legal Research, Microsoft Excel, Team Building, Operations Management, Legal Assistance, Account Management, Business Development, Business Planning, Civil Litigation, PowerPoint, Human Resources, Contract Negotiation, New Business Development, Customer Service, Microsoft Office, Management, Strategic Planning, Social Media, Document Review, Marketing Strategy, Corporate Communications

Education
High Point University
Bachelor of Arts (B.A.)

High Point University
Bachelor's degree

Dylan Swaim Dylan Swaim Greensboro, North Carolina Details
Dylan Swaim's Consolidated Planning, Inc. Experience August 2014 - Present
Job
Industry Insurance
Experience
Consolidated Planning, Inc.   August 2014 - Present
Carolina Resource Management   January 2015 - July 2015
Miles Talbott Furniture  August 2013 - January 2014
Miles Talbott Furniture  August 2012 - May 2013
Swaim Inc.   February 2012 - February 2013
Broadbay Properties   March 2011 - August 2012

Skills
Merchandising, Furniture, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Time Management, Retail, Facebook, Management, Public Speaking, Marketing, Sales, Customer Service, Social Networking, Leadership, Research

Education
High Point University   2011 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Lewis Lowery Lewis Lowery Lancaster, South Carolina Details
Lewis Lowery's Consolidated Planning, Inc. Experience March 2010 - January 2013
Job TOOL RENTAL TECHNICIAN at HOME DEPOT/ PINEVILLE, NC
Industry Retail
Experience
HOME DEPOT/ PINEVILLE, NC   January 2014 - Present
Animal Supply House of Lancaster   January 2013 - September 2013
Consolidated Planning, Inc.   March 2010 - January 2013
Arthur State Bank  July 2004 - March 2009
Branch Banking and Trust  January 2000 - July 2004
Bank of America  May 1983 - January 2000

Skills
Portfolio Management, Investments, Underwriting, Uniform Combined State..., Customer Service, Team Building, Sales, Leadership, New Business Development, Negotiation

Education
Winthrop University   1974 — 1977
B S, Business Management

Clemson University   1971 — 1974
adm mgt, economics

Univerzitet u Tuzli

Jay Burke Jay Burke Cincinnati Area Details
Jay Burke's Consolidated Planning, Inc. Experience October 1988 - January 1993
Job Director Industry Solutions Material Handling
Industry Mechanical or Industrial Engineering
Experience
Regal Beloit  August 2014 - Present
Emerson  February 2011 - August 2014
Emerson  March 1998 - February 2011
Consolidated Planning, Inc.   October 1988 - January 1993

Skills
Sales, Manufacturing, Product Development, Key Account Management, Sales Management, Leadership, Pricing, Cross-functional Team..., Forecasting, Competitive Analysis, Purchasing, Account Management, International Sales, New Business Development, Sales Operations

Education
Auburn University   1982 — 1986
Bachelor of Science, Industrial Engineering

Doug DeShields Doug DeShields Charlotte, North Carolina Area Details
Doug DeShields's Consolidated Planning, Inc. Experience December 2000 - March 2003
Job Certified Quickbooks ProAdvisor
Industry Accounting
Experience
Capstone Financial Services, Inc.   March 2003 - Present
Metrolina Real Estate Investors Association   2009 - 2015
Investors Capital  2004 - 2006
Consolidated Planning, Inc.   December 2000 - March 2003
Bethany Church  1996 - 1999
BellSouth  1969 - 1999

Skills
Insurance, Investments, QuickBooks Pro, QuickBooks Point of Sale, Microsoft Office, Project Management, Real Estate Investor, Small Business, Landlord, Telecommunications, Problem Solving, Accounting, Certified Quickbooks..., QuickBooks

Education
Pfeiffer University   1989 — 1991
MBA, Finance

Pfeiffer University   1983 — 1985
B.S., Economics

Bailey Dunmire Bailey Dunmire Charlotte, North Carolina Area Details
Bailey Dunmire's Consolidated Planning, Inc. Experience September 2013 - June 2014
Job Dedicated, Loyal and Customer Service Driven Professional
Industry Financial Services
Experience
Wildtree Herbs, Inc.   September 2014 - Present
Sapphire Technical Solutions   July 2014 - Present
Consolidated Planning, Inc.   September 2013 - June 2014
Bright Blesssings   May 2012 - June 2013
Bright Blessings   November 2010 - April 2012
Wolfman Pizza  August 1994 - February 2012
Sullivan's Trace HOA   October 2006 - December 2010
Wolfman Pizza  April 2003 - October 2004
Wolfman Pizza  October 2001 - April 2003
Ear, Nose & Throat Associates   August 1999 - September 2000

Skills
Social Media Marketing, Event Management, Training, Non-profits, Recruiting, Advertising, Restaurants, Customer Service, Food Service, Microsoft Office, Leadership, Event Planning, Income Statement, Fundraising, Cold Calling, Market Planning, Public Speaking, Social Networking, Social Media, Inventory Management, Facebook, Microsoft Word, Nonprofits, Budgets, Sales, New Business Development, Management, Community Development, Marketing, Human Resources

Education
The University of North Carolina at   1998 — 2001
Bachelor of Arts, Religious Studies

Central Piedmont Community College   1996 — 1998

Charlie Bones, RHU, REBC Charlie Bones, RHU, REBC Charlotte, North Carolina Details
Charlie Bones, RHU, REBC's Consolidated Planning, Inc. Experience February 1999 - December 2003
Job Principal at Digital Benefit Advisors
Industry Insurance
Experience
Digital Benefit Advisors  July 2014 - Present
Miles Employee Benefit Consultants   December 2011 - June 2014
CP Benefit Services, Inc.   January 2004 - December 2011
Consolidated Planning, Inc.   February 1999 - December 2003
QualChoice of Virginia   1994 - 1999

Skills
Employee Benefits, Disability Insurance, Retirement Planning, Long-term Care, Insurance, Retirement, Long Term Care Insurance, Life Insurance, Estate Planning, Health Savings Accounts, Fixed Annuities, Underwriting, Health Insurance, Strategic Financial..., 401k, Investments, IRAs, Dentistry, COBRA, ERISA, Financial Planners, Benefits Administration, Critical Illness, Term Life Insurance, Accident, Whole Life, Universal Life, Brokers

Education
University of South Carolina-Columbia   1976 — 1981
Bachelor of Arts (B.A.), Communication, Journalism, and Related Programs

Adam Preyer Adam Preyer Raleigh-Durham, North Carolina Area Details
Adam Preyer's Consolidated Planning, Inc. Experience August 2013 - June 2015
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James  June 2015 - Present
Consolidated Planning, Inc.   August 2013 - June 2015

Education
Roanoke College
English

Securities Training Corporation
Series 7 and Series 66

Jack Myers Jack Myers Charlotte, North Carolina Details
Jack Myers's Consolidated Planning, Inc. Experience September 2011 - Present
Job Financial Representative at Consolidated Planning, Inc.
Industry Financial Services
Experience
Consolidated Planning, Inc.   September 2011 - Present

Skills
Licensed Life & Health..., Life Insurance, Disability Insurance, Retirement Planning, Wealth Accumulation, Asset Allocation, Financial Services

Education
Appalachian State University   2006 — 2011
Communications

Errett Roth Errett Roth Matthews, North Carolina Details
Errett Roth's Consolidated Planning, Inc. Experience May 2013 - July 2013
Job Student at Wake Forest University
Industry Accounting
Experience
EY  January 2015 - March 2015
Consolidated Planning, Inc.   May 2013 - July 2013
Consolidated Planning, Inc.   May 2012 - July 2012
Moore & Van Allen, PLLC   May 2011 - August 2011

Skills
Data Entry, Microsoft Excel, PowerPoint, Microsoft Word, Personal Budgeting, VITA Intermediate..., Cash Flow Analysis, Outlook, Microsoft Office, Data Analysis, Research, Event Planning, Financial Analysis, Accounting

Education
Wake Forest University School of Business   2014 — 2015
Master of Science in Accountancy, Tax Track

University of North Carolina at Chapel Hill   2011 — 2014
Bachelor of Arts (B.A.), Economics

University of Notre Dame   2010 — 2011

Charlotte Christian School   2006 — 2010
Graduated with Honors

Jeremy Helms Jeremy Helms Charlotte, North Carolina Details
Jeremy Helms's Consolidated Planning, Inc. Experience February 2013 - Present
Job Strategic Planner at Consolidated Planning, Inc.
Industry Financial Services
Experience
Consolidated Planning, Inc.   February 2013 - Present
New York Life Insurance Company  May 2012 - January 2013
Contemporary Benefits Design  March 2008 - May 2012

Skills
Sports, Customer Service, Event Planning, Fundraising, Public Speaking, Event Management, Public Relations, Marketing, Non-profits, Social Media, Insurance, Social Media Marketing, Community Outreach, Sales

Education
The Citadel   2009 — 2011
Masters Degree, MBA/Sport Management

Wingate University   2003 — 2007
BS, Sport Management

Parker Laketa Parker Laketa Charlotte, North Carolina Area Details
Parker Laketa's Consolidated Planning, Inc. Experience May 2008 - October 2008
Job Founder and President at Snapshot Culture
Industry Photography
Experience
Snapshot Culture   September 2009 - Present
Red Bow Photo   November 2008 - August 2009
Consolidated Planning, Inc.   May 2008 - October 2008
Wingate University  September 2000 - May 2008
University of Notre Dame  September 1992 - May 1999
Western Michigan University  May 1989 - May 1992
Illinois State University  August 1985 - May 1989

Skills
Leadership, Strategic Planning, Project Planning, Event Planning, Fundraising, Marketing, Public Speaking, Sales, Start-ups, Coaching, Leadership Development, Program Management, Time Management, Social Media, Entrepreneurship, Event Management, Nonprofits, Social Networking, Public Relations, Editing, Small Business, Social Media Marketing

Education
Illinois State University   1986 — 1988
MS

Kansas State University   1981 — 1985
BS

Richard Muncaster Richard Muncaster Greenville, South Carolina Area Details
Richard Muncaster's Consolidated Planning, Inc. Experience January 1998 - January 2005
Job Muncaster Financial Services, Inc.
Industry Financial Services
Experience
Muncaster Financial Services   January 2005 - Present
Consolidated Planning, Inc.   January 1998 - January 2005
John Hancock  December 1995 - January 1998

Education
Clemson University   1991 — 1995
Bachelor of Science, Management, Finance, Accounting

Wilson Hall Academy   1985 — 1991

Jeremy Overaker Jeremy Overaker Charlotte, North Carolina Area Details
Jeremy Overaker's Consolidated Planning, Inc. Experience September 2014 - May 2015
Job IT Business Development Manager at TalentBridge
Industry Staffing and Recruiting
Experience
TalentBridge  May 2015 - Present
Consolidated Planning, Inc.   September 2014 - May 2015
Sherpa  October 2013 - July 2014
Mattress Firm  August 2005 - October 2013
Vector Marketing  April 2001 - July 2003

Skills
Sales Management, Retail Management, Customer Service, Sales Skills Training, Inventory Management, Market Analysis, Advertising Research, Employee Relations, Order Management, Customer Satisfaction, Customer Experience, Customer Retention, Customer Acquisition, Email Marketing, Business Development, Training, Selling Skills, Store Management, Leadership, Sales, Team Building, Marketing, Recruiting, Management, Temporary Placement, Human Resources

Education
University of North Carolina at Charlotte   2001 — 2005
BA, History

St Andrews Presbyterian College   1999 — 2001
Business and History

Peter B. Brady, CLTC Peter B. Brady, CLTC Charlotte, North Carolina Area Details
Peter B. Brady, CLTC's Consolidated Planning, Inc. Experience May 2014 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Consolidated Planning, Inc.   May 2014 - Present
The Teague Group  February 2012 - April 2014
HF Financial  September 2006 - January 2012
Bank of America  2004 - 2006
Procter & Gamble  April 1985 - December 2004

Education
University of Southern California - Marshall School of Business   2002 — 2004
Certification

University of North Carolina at Chapel Hill   1979 — 1984
Arts & Sciences

St. Xavier High School   1975 — 1979

Byron Hornaday Byron Hornaday Raleigh-Durham, North Carolina Area Details
Byron Hornaday's Consolidated Planning, Inc. Experience April 2001 - June 2005
Job Personal/Business Financial Strategist/Mass Mutual Financial Group
Industry Financial Services
Experience
Mass Mutual Financial Group  June 2014 - Present
MassMutual Financial Group  2014 - 2015
A-Safe,Inc   October 2013 - 2014
Carter Glass Insurance Agency,LLC/Nationwide Financial Network   March 2013 - October 2013
Principal Financial Group  November 2011 - March 2013
Modern Woodmen of America  June 2005 - November 2011
Consolidated Planning, Inc.   April 2001 - June 2005
NBC17   May 1997 - April 2001
WHBQ   1989 - 1997
WALA TV  1989 - 1991

Skills
Disability Insurance, Retirement Planning, Fixed Annuities, IRAs, Retirement, Life Insurance, Mutual Funds, Insurance, Long-term Care, 401k, Estate Planning, Strategic Financial..., Sales, Customer Service, Financial Services, Series 7, Social Media, Employee Benefits, Management, Leadership, Financial Planning, Finance, Marketing

Education
University of South Alabama
BA, English

Murphy High School;Mobile,Al

Gina Hannah Gina Hannah Charlotte, North Carolina Details
Gina Hannah's Consolidated Planning, Inc. Experience May 2001 - May 2006
Job Hunt Financial Group
Industry Insurance
Experience
Hunt Financial Group   April 2006 - Present
Consolidated Planning, Inc.   May 2001 - May 2006

Skills
Customer Service, Insurance, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, PowerPoint

Education
Appalachian State University

Donna Lyles, MBA Donna Lyles, MBA Charlotte, North Carolina Area Details
Donna Lyles, MBA's Consolidated Planning, Inc. Experience August 2011 - January 2012
Job Corporate Trust Review Analyst
Industry Financial Services
Experience
U.S. Bank   April 2013 - Present
TIAA-CREF  April 2012 - April 2013
Consolidated Planning, Inc.   August 2011 - January 2012
Wells Fargo  October 2010 - April 2011
Wachovia, A Wells Fargo Company  March 2009 - October 2010
Smith Moore Leatherwood, LLP  May 2008 - February 2009
Wachovia Bank  June 2003 - May 2008
Wachovia, A Wells Fargo Company  September 1998 - June 2003
WCNC-TV  August 1997 - September 1998
WSPA-TV  1992 - 1997

Skills
Life Insurance, Portfolio Management, Brokerage, Estate Planning, Compliance Regulations, Case Managment, Analysis, Management, Insurance, Case Management, Wealth Management, Financial Advisory, Financial Risk, Trusts, NY REG 60, Estate and trust..., Irrevocable Life..., Corporate Trust, Fiduciary Services, Relationship Management, Taxation of Trusts, Estate & Gift Taxation, Financial Services

Education
Strayer University-North Carolina   2013 — 2015
Master of Business Administration (M.B.A.), Taxation

Fisk University
Communications

University of Phoenix
Bachelor of Science, Business Managment

Jason Goldy, ChFC Jason Goldy, ChFC Charlotte, North Carolina Area Details
Jason Goldy, ChFC's Consolidated Planning, Inc. Experience January 2003 - September 2005
Job VP of Sales Development, Director of Financial Planning at HF Financial
Industry Financial Services
Experience
HF Financial  September 2005 - Present
Consolidated Planning, Inc.   January 2003 - September 2005
CSFBdirect  June 1999 - October 2001

Skills
Strategic Financial..., Retirement, Estate Planning, Disability Insurance, Long-term Care, Life Insurance, Wealth Management, Financial Planners, Financial Services, Employee Benefits

Education
Appalachian State University   1996 — 1999
Bachelor of Science (BS), Business Administration, Finance

Justin Wetherby Justin Wetherby Charlotte, North Carolina Details
Justin Wetherby's Consolidated Planning, Inc. Experience July 2015 - Present
Job New Business Life/Disability Insurance Case Manager at Consolidated Planning, Inc.
Industry Financial Services
Experience
Consolidated Planning, Inc.   July 2015 - Present

Education
University of North Carolina at Chapel Hill   2011 — 2015
Economics/Exercise and Sport Science

Allison (Holbert) Eason Allison (Holbert) Eason Raleigh, North Carolina Details
Allison (Holbert) Eason's Consolidated Planning, Inc. Experience May 2012 - August 2012
Job Marketing Director / Sales at Carolina Glass & Mirror, Inc.
Industry Marketing and Advertising
Experience
Carolina Glass & Mirror, Inc.   June 2014 - Present
Red House Group  June 2013 - June 2014
Carolina Glass & Mirror, Inc.   December 2011 - May 2013
Red House Group  August 2011 - May 2013
Broad Street Deli & Market   March 2005 - May 2013
Consolidated Planning, Inc.   May 2012 - August 2012

Skills
Social Media Marketing, Event Planning, Advertising, Marketing, Microsoft Office, Social Media, Market Research, Facebook, Public Relations, Press Releases, Integrated Marketing, Photoshop, Marketing Strategy, PowerPoint, Time Management, Email Marketing, Marketing Communications, Social Networking, Event Management, Adobe Creative Suite, Customer Service, Graphic Design

Education
North Carolina State University   2009 — 2013
Bachelor of Science, Business Administration/Marketing

Cape Fear Christian Academy

Deveron A. Harper Deveron A. Harper Charlotte, North Carolina Area Details
Deveron A. Harper's Consolidated Planning, Inc. Experience 2008 - 2011
Job Principal Intern and CTE Business Teacher at CharlotteMecklenburg Schools
Industry Education Management
Experience
Charlotte-Mecklenburg Schools  August 2015 - Present
Charlotte-Mecklenburg Schools  January 2014 - Present
Charlotte-Mecklenburg Schools  June 2011 - January 2014
Charlotte-Mecklenburg Schools  2010 - 2011
Consolidated Planning, Inc.   2008 - 2011
Arena Football League  2007 - 2008
Arena Football League  2005 - 2007
New Orleans Saints  2003 - 2004
NFL - Carolina Panthers   2000 - 2002

Skills
Communication, Technical, Management, Football, Microsoft Word, Public Speaking, Event Planning, Marketing, Sales, Research, Fundraising, Time Management, Recruiting, Leadership, Strategic Planning, Event Management, PowerPoint, Budgets, Insurance, Public Relations, Customer Service, Training, Social Media Marketing, Project Planning, Marketing Communications, Social Media, Marketing Strategy, Microsoft Office, Investments, Team Building, Coaching, New Business Development, Microsoft Excel, Financial Analysis, Social Networking, Nonprofits, Leadership Development, Teaching, Team Leadership, Program Management, Finance, Advertising, Retirement Planning, Employee Benefits

Education
Orangeburg-Wilkinson High School

University of Notre Dame
B.S. Degree

Patrick Keaton Patrick Keaton Charlotte, North Carolina Area Details
Patrick Keaton's Consolidated Planning, Inc. Experience May 2012 - March 2013
Job Food and Beverage Manager, Trump National Golf Club Charlotte, NC
Industry Hospitality
Experience
Trump National Golf Club - Charlotte  March 2013 - Present
Consolidated Planning, Inc.   May 2012 - March 2013
New York Life Insurance Company  June 2009 - May 2012
Charlotte Checkers  January 2009 - May 2009
Rock Barn Golf and Spa  May 2006 - May 2009

Skills
Customer Service, Event Planning, Event Management, Marketing, Sales, Leadership, Team Building, Microsoft Office, Social Media

Education
Johnson and Wales University   2005 — 2009
BA, Sports Entertainment and Event Management

Jeff Fitzgerald Jeff Fitzgerald Des Moines, Iowa Area Details
Jeff Fitzgerald's Consolidated Planning, Inc. Experience 2005 - 2006
Job Vice President Employee Benefits at Innovative Captive Strategies
Industry Insurance
Experience
Innovative Captive Strategies  July 2012 - Present
Strategic Risk Solutions  2008 - July 2012
Roundstone  2006 - 2008
Consolidated Planning, Inc.   2005 - 2006

Skills
Captives, Insurance, Professional Liability, Workers Compensation, Underwriting, Employee Benefits

Education
The College of William and Mary - The Mason School of Business   2001 — 2003
Master of Business Administration (M.B.A.)

Furman University   1993 — 1997
Bachelor of Arts (B.A.), History

Porter Gaud   1983 — 1993

Jerry Theimer Jerry Theimer Charlotte, North Carolina Area Details
Jerry Theimer's Consolidated Planning, Inc. Experience April 2006 - Present
Job Financial Strategist at Consolidated Planning, Inc.
Industry Financial Services
Experience
Consolidated Planning, Inc.   April 2006 - Present
Cottingham Chalk Hayes, Realtors  October 2003 - April 2005
Multi Cinema Ltd.   1975 - 1998

Education
Concordia College-New York   1965 — 1969
Business

Stephen K Nassrah Stephen K Nassrah Charlotte, North Carolina Area Details
Stephen K Nassrah's Consolidated Planning, Inc. Experience December 2013 - October 2014
Job Loan Officer at SunTrust
Industry Financial Services
Experience
SunTrust  May 2015 - Present
ConeGolf   June 2014 - Present
goodmortgage.com  November 2014 - April 2015
Consolidated Planning, Inc.   December 2013 - October 2014
Wyndham Capital Mortgage  January 2012 - October 2013
HF Financial  September 2010 - December 2011
Wells Fargo Advisors  April 2008 - July 2010
Wachovia Securities  October 2006 - March 2008

Skills
Retirement, Financial Services, Investments, Mutual Funds, Insurance, Banking, Loans, Mortgage Lending, Finance, Credit, CRM, Estate Planning, Residential Mortgages, Loan Origination, Securities, Financial Planning

Education
University of South Carolina Upstate   2003 — 2006
Bachelor's Degree, Psychology

College for Financial Planning   2009 — 2010
CFP Professional Education Mentor Program, Financial Planning

Andy Upchurch Andy Upchurch Charlotte, North Carolina Area Details
Andy Upchurch's Consolidated Planning, Inc. Experience January 2012 - Present
Job Partner at The Medicus Group, Financial Representative at Consolidated Planning, Inc.
Industry Financial Services
Experience
The Medicus Group   June 2014 - Present
Park Avenue Securities  January 2012 - Present
Consolidated Planning, Inc.   January 2012 - Present
MetLife Securities, Inc  2002 - December 2011
MetLife  March 2009 - December 2010
MassMutual Financial Group  September 1998 - March 2002
Mutual of New York  September 1995 - September 1998
Paul Revere Insurance Group  May 1992 - September 1995

Education
Hanover College   1988 — 1992
B.A., Business Administration

New Castle High Schol

Christopher Jablonski Christopher Jablonski Charlotte, North Carolina Area Details
Christopher Jablonski's Consolidated Planning, Inc. Experience May 2014 - Present
Job Admin/Business Development at Consolidated Planning, Inc.
Industry Sports
Experience
Charlotte Checkers  October 2011 - Present
Consolidated Planning, Inc.   May 2014 - Present
Wyndham Capital Mortgage  May 2013 - September 2013
Hearst Magazines  February 2012 - May 2013

Skills
Sports, Broadcast, Sports Marketing, Public Speaking, Leadership, Sports Writing, Social Media, Facebook, Social Media Marketing, Social Networking, Media Relations, Public Relations, Press Releases, Event Management, Sports Management, Radio, Marketing, Blogging, Microsoft Office, Analysis, Journalism

Education
University of North Carolina   2005 — 2010
BA, Psychology, Sociology

University of North Carolina at Charlotte   2005 — 2010
Bachelors, Psychology

Colin Branch Colin Branch Charlotte, North Carolina Area Details
Colin Branch's Consolidated Planning, Inc. Experience July 2013 - March 2014
Job Consultant at FIG Marketing
Industry Insurance
Experience
FIG Marketing   March 2014 - Present
Consolidated Planning, Inc.   July 2013 - March 2014
Northwestern Mutual  February 2010 - June 2013
Davis Capital Group   May 2008 - August 2009
Hoops of Hope   2006 - 2008
Oakland Raiders  February 2007 - September 2007
Carolina Panthers  May 2003 - February 2007

Skills
Leadership, Investments, Retirement, Insurance, Finance, New Business Development, Financial Services, Life Insurance, Strategic Financial..., Program Management, Retirement Planning, Marketing Strategy, Entrepreneurship, Coaching, Financial Modeling, Project Planning, Risk Management, Time Management, Wealth Management, Mutual Funds, Financial Analysis

Education
University of Phoenix   2013 — 2015
Master of Business Administration (MBA)

Northwestern University - Kellogg School of Management   2005 — 2005
Executive Certificate, NFL Entreprenuerial and Business Program

Stanford University   1998 — 2003
BA, Public Policy

Carlsbad High School   1994 — 1998

Carly Tucker Carly Tucker Saint Petersburg, Florida Details
Carly Tucker's Consolidated Planning, Inc. Experience December 2011 - Present
Job Financial Strategist at Consolidated Planning, Inc.
Industry Financial Services
Experience
Consolidated Planning, Inc.   December 2011 - Present
First Financial Group  January 2011 - August 2011
Kissinger Financial Services, Inc.   June 2007 - January 2011

Skills
Strategic Financial..., Strategic Planning, Project Management, Financial Modeling, Financial Analysis, Retirement Planning, Cash Flow, Case Analysis, Case Managment, Risk Management, New Hire Training, Hands-on Training, Process Efficiency, Teamwork, Life Insurance, Investments, Wealth Management, Financial Services, Microsoft Excel, PowerPoint, Cost Basis Reporting, Employee Benefits, Financial Statements, Finance, 401k, Retirement, 401k Rollovers, Series 6, Investment Strategies, Income Protection, Personal Financial..., Wealth Preservation..., Savings, Licensed Life, Whole Life, Debt Management, Education Funding, Financial Planning

Education
University of North Carolina at Wilmington   2005 — 2007
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services

The Community College of Baltimore County   2003 — 2005

Elon University   2002 — 2003

David Satterwhite David Satterwhite Winston Salem, North Carolina Details
David Satterwhite's Consolidated Planning, Inc. Experience July 2015 - Present
Job Serving families and young professionals to help them achieve financial balance by making informed financial decisions
Industry Financial Services
Experience
Consolidated Planning, Inc.   July 2015 - Present
Commercial Realty Advisors, LLC - NC   May 2014 - July 2014
Wake Forest All Sports Camp   June 2012 - July 2013
Wake Forest All Sports Camp   June 2008 - July 2011

Skills
Microsoft Excel, History, Teamwork, Community Outreach, Leadership, Group Work, Sports, Social Networking, Communication, Marketing

Education
University of North Carolina at Chapel Hill   2011 — 2015
Bachelor of Arts (B.A.), American History (United States)

RJ Reynolds High School   2007 — 2011

Dylan Papes Dylan Papes Raleigh-Durham, North Carolina Area Details
Dylan Papes's Consolidated Planning, Inc. Experience May 2014 - August 2014
Job Marketing Intern at Siemens
Industry Marketing and Advertising
Experience
Siemens  May 2015 - August 2015
Consolidated Planning, Inc.   May 2014 - August 2014
Carolina RailHawks  May 2013 - May 2014
Athletic Department at East Carolina University   August 2012 - May 2013

Skills
Marketing, Sports Marketing, Social Media, Facebook, Public Relations, Community Outreach, Event Planning, Public Speaking, Social Networking, PowerPoint, Marketing Communications, Marketing Research, Management, Social Media Marketing, Event Management, Salesforce.com

Education
East Carolina University   2011 — 2015
Business, Marketing, 3.48 GPA

Laura Hendricks Watkins Laura Hendricks Watkins Charlotte, North Carolina Details
Laura Hendricks Watkins's Consolidated Planning, Inc. Experience July 2009 - Present
Job Private Investor
Industry Financial Services
Experience
Consolidated Planning, Inc.   July 2009 - Present
Gensler  February 2007 - June 2008
Gensler  November 2005 - January 2007
Envision EMI  July 2003 - October 2005

Education
Elon University   1999 — 2003
B.A., Corporate Communications

Gwen Spann Gwen Spann Charlotte, North Carolina Area Details
Gwen Spann's Consolidated Planning, Inc. Experience November 2011 - Present
Job Financial Representative at Consolidated Planning, Inc.
Industry Financial Services
Experience
Consolidated Planning, Inc.   November 2011 - Present
Renaissance Tile & Bath  January 2008 - February 2010
G. George and Company   March 1999 - March 2004
Trowbridge Gallery Ltd   January 1986 - February 1999

Skills
IRAs, Strategic Financial..., Estate Planning, Retirement, Life Insurance, Investments, Disability Insurance, Financial Planners, Insurance, Asset Allocation, Long-term Care, Mutual Funds

Education
University of North Carolina at Chapel Hill   1971 — 1973
Bachelor of Science (B.S.), Education

Converse College   1959 — 1961

Lynne Joy Winfrey Lynne Joy Winfrey Charlotte, North Carolina Details
Lynne Joy Winfrey's Consolidated Planning, Inc. Experience July 2015 - Present
Job New Business Processor at Consolidated Planning, Inc.
Industry Nonprofit Organization Management
Experience
Consolidated Planning, Inc.   July 2015 - Present
Occupational Training Center of Burlington County  November 2009 - May 2015
Bancroft Neurohealth  August 2009 - May 2010
Office Team  November 2009 - April 2010
CEO Inc.  May 2007 - August 2007
Clipper Magazine  February 2005 - June 2006
The Leukemia & Lymphoma Society  2002 - 2006
Griffin Media   May 2001 - June 2004

Skills
Compliance, Budgeting, Customer Relations, Documentation, Insurance, Negotiation, Auditing, Organizing, Microsoft Office, Outlook, Quality Management, Retail, Media Buying, Media Planning, Event Planning, Promotions, Customer Service, Radio Advertising, Problem Solving, Account Management, Fundraising, Non-profits, Planning, Quality Assurance, Research, Teaching, Writing, Training, Marketing Research, New Business Development, Radio, Nonprofits, Social Media Marketing, Time Management, Marketing, Sales, Social Media

Education
Albright College   1972 — 1976
BA, Psychology, Sociology

Scott Southerland Scott Southerland Winston Salem, North Carolina Details
Scott Southerland's Consolidated Planning, Inc. Experience November 2002 - April 2006
Job Private Advisor at BB&T Wealth
Industry Financial Services
Experience
BB&T  May 2006 - Present
Consolidated Planning, Inc.   November 2002 - April 2006
Sara Lee Corporation  1999 - 2002

Skills
Investments, Retirement Planning, Strategic Financial..., Portfolio Management, Insurance, Private Banking, Personal Financial..., Holistic Financial..., Wealth Management, Series 63, Series 7, Asset Allocation, Finance, Estate Planning, Uniform Combined State..., Investment Advisory

Education
Wake Forest University - Babcock Graduate School of Management   1997 — 1999
MBA, Consulting

North Carolina State University - College of Management   1992 — 1996
BA, Economics

Dennis Myers Dennis Myers Charlotte, North Carolina Area Details
Dennis Myers's Consolidated Planning, Inc. Experience 1985 - Present
Job Financial Advisor with Park Avenue Securities at Consolidated Planning, Inc.
Industry Financial Services
Experience
Consolidated Planning, Inc.   1985 - Present
Consolidated Planning, Inc.   1985 - 2001

Education
Washington and Lee University   1969 — 1973
Bachelor of Science, Commerce

Emory University - Goizueta Business School
MBA

McCallie School

Jordan Sheridan Jordan Sheridan Charleston, South Carolina Details
Jordan Sheridan's Consolidated Planning, Inc. Experience October 2012 - Present
Job Financial Representative at Consolidated Planning, Inc.
Industry Fine Art
Experience
Consolidated Planning, Inc.   October 2012 - Present

Skills
Art, Fine Art, Painting, Contemporary Art, Drawing, Photoshop, Visual Arts, Photography, Teaching, Microsoft Office, Graphic Design, Sculpture

Education
College of Charleston   2007 — 2012

Stuart Stark Stuart Stark Monroe, North Carolina Details
Stuart Stark's Consolidated Planning, Inc. Experience October 2001 - December 2008
Job
Industry Banking
Experience
Citi Mortgages  June 2014 - January 2015
Citi Mortgages  December 2008 - January 2015
Citi Mortgages  October 2013 - June 2014
Citi Group Financial Co  February 2010 - September 2013
Citi Group Financial Co  December 2008 - February 2010
Consolidated Planning, Inc.   October 2001 - December 2008
Northwestern Mutual  August 1996 - September 2001
OfficeMax  April 1994 - August 1996
Walmart  September 1991 - April 1994

Education
Lander University
Bachelor of Science, Business Administration

Lander University
Bachelor of Science/Business Administration