Consolidated Planning, Inc.
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Consolidated Planning, Inc. Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Raymond James June 2015 - Present
Consolidated Planning, Inc. August 2013 - June 2015
Education
Roanoke College
English
Securities Training Corporation
Series 7 and Series 66
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
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
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
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
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
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
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
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
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
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
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
Consolidated Planning, Inc. July 2015 - Present
Education
University of North Carolina at Chapel Hill 2011 — 2015
Economics/Exercise and Sport Science
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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