DDS Financial

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DDS Financial Employees

Employee
Years
Job
Industry
Eric J. Morin, MBA Eric J. Morin, MBA Atlanta, Georgia Details
Eric J. Morin, MBA's DDS Financial Experience September 2014 - Present
Job Senior Consultant at DDS Financial
Industry Financial Services
Experience
DDS Financial   September 2014 - Present
DDD Foundation, Inc.   May 2014 - Present
Northwestern Mutual  February 2011 - June 2014
US Navy  June 1996 - May 2000

Skills
Account Management, Business Development, Business Planning, Customer Service, Disability Insurance, Employee Benefits, Estate Planning, Finance, Financial Analysis, Fixed Annuities, IRAs, Insurance, Investment Advisory, Investments, Leadership, Life Insurance, Loans, Long Term Care Insurance, Management, Marketing, Mutual Funds, Mortgage Lending, Dentistry, New Business Development, Process Improvement, Public Speaking, Project Planning, Sales, Retirement Planning, Sales Management, Series 7, Series 63, Small Business, Strategic Financial..., Strategic Planning, Time Management, Team Leadership, Uniform Combined State..., Wealth Management, Training, Team Building, Healthcare, Financial Services, Insurance Planning, Marketing Strategy, Strategy, Financial Planners, Financial Planning

Education
Kennesaw State University - Michael J. Coles College of Business   2009 — 2011
MBA, Management

University of Florida - Warrington College of Business Administration   2000 — 2003
BS, Management

Joelle Jump Joelle Jump Atlanta, Georgia Details
Joelle Jump's DDS Financial Experience January 2015 - Present
Job Controller/CFO at DDS Financial
Industry Accounting
Experience
DDS Financial   January 2015 - Present
Salesfusion  August 2013 - January 2015
Archer Daniels Midland  July 2012 - August 2013
Shimano American Corp.  October 2010 - July 2012
Klovanish & Bishop CPA   January 2004 - October 2010

Skills
Outlook, Excel, Word, PowerPoint, Customer Service, JD Edwards, Quickbooks, SAP, Microsoft Excel, Accounting, Financial Analysis, Accounts Payable, General Ledger, Financial Reporting, Financial Accounting, Accounts Receivable, Access, Budgets, Financial Statements, GAAP, Analysis, Variance Analysis, Auditing, Tax, Account Reconciliation, Bookkeeping, Payroll, Finance, Microsoft Office, Forecasting, Consolidated Financial..., Accruals, Balance Sheet, Fixed Assets, SharePoint, Journal Entries, Intercompany Accounts, Sarbanes-Oxley Act, Microsoft Word, Cost Accounting, Great Plains Software, QuickBooks, US GAAP, Sarbanes-Oxley, Cash Management, Employee Benefits, Year End Accounts, Preparation, Pivot Tables, Consolidation

Education
Washington State University   2012 — 2013
Bachelor of Science (B.S.), Accounting and Finance

California State University-Fullerton   2004 — 2006
BA, Accounting, Business, Psychology

Saddleback College   2001 — 2004
A.A., Psychology, Business, Accounting

Jordan Melde Jordan Melde Greater Atlanta Area Details
Jordan Melde's DDS Financial Experience October 2014 - Present
Job Senior Accountant at DDS Financial
Industry Accounting
Experience
DDS Financial   October 2014 - Present
The Bottom Line, LLC   January 2014 - October 2014

Skills
Customer Service, Microsoft Office, Microsoft Word, Sales, PowerPoint, Accounting, Account Reconciliation, QuickBooks, Accounts Payable, General Ledger, Accounts Receivable, Financial Reporting, Financial Accounting, Bookkeeping

Education
Kennesaw State University - Michael J. Coles College of Business   2008 — 2014
Bachelor of Business Administration (B.B.A.), Accounting

Katherine Davis Katherine Davis Greater Atlanta Area Details
Katherine Davis's DDS Financial Experience September 2014 - Present
Job Tax and Accounting Manager at DDS Financial
Industry Accounting
Experience
DDS Financial   September 2014 - Present
Moore Stephens Tiller LLC  September 2008 - September 2014
Kardon Events   January 2007 - July 2008
Gifford, Hillegass, & Ingwersen   January 2008 - April 2008

Skills
Financial Reporting, QuickBooks, Accounting, Tax Preparation, Auditing, 1040 Prep, 1065 Prep, 1041 Prep, 709 Prep, 1120S Prep, Estate Tax Planning, Personal Tax Planning

Education
Georgia Southern University   2004 — 2008
BA, Accounting

Georgia Southern University - College of Business Administration   2004 — 2008
Bachelors of Business Administration, Accounting

Parkview   2000 — 2004
High School Diploma

Casey Hiers Casey Hiers Washington D.C. Metro Area Details
Casey Hiers's DDS Financial Experience May 2014 - May 2015
Job CFO at Eastern Shore Smile Solutions
Industry Accounting
Experience
Eastern Shore Smile Solutions   June 2015 - Present
DDS Financial   May 2014 - May 2015
Parature  May 2012 - July 2012

Skills
Fundraising, Budgets, Microsoft Excel, Leadership, PowerPoint, Facebook, Excel, Unix, HTML, Private Pilot, Management, Licensed Private Pilot, C++, C, JavaScript, Customer Service, Research, Social Networking, Event Planning, Time Management, Teamwork

Education
High Point University   2010 — 2014
B.S.B.A in Accounting, Minor in Computer Science, Accounting, Business, Computer Science

Anthony Ulbrandt Anthony Ulbrandt Alpharetta, Georgia Details
Anthony Ulbrandt's DDS Financial Experience December 2014 - Present
Job Senior Forensic Accountant at DDS Financial
Industry Accounting
Experience
DDS Financial   December 2014 - Present
Credo Financial Services, LLC   September 2013 - December 2014
Health Law Network   May 2013 - September 2013
Assurance Forensic Accounting CPAs, LLC  September 2010 - April 2013
1st Choice Accounting Group, LLC   June 2008 - September 2010

Skills
Forensic Accounting, Accounting, Auditing, Financial Analysis, Cost Accounting, Financial Statements, Finance, Fraud, Financial Audits, GAAP, Accounts Receivable, Internal Controls, Certified Fraud Examiner, Tax, Cash Flow, Internal Audit, Analysis

Education
Florida Atlantic University   2008 — 2010
Masters, Forensic Accounting

University of Georgia - Terry College of Business   2003 — 2006
Bachelors, Economics

Chattahoochee High School   1999 — 2003

Erin (Mitchell) Womack Erin (Mitchell) Womack Greater Atlanta Area Details
Erin (Mitchell) Womack's DDS Financial Experience January 2013 - Present
Job Relationship Management at DDS Financial
Industry Financial Services
Experience
DDS Financial   January 2013 - Present
OneAmerica - American United Life Insurance Company (AUL)   August 2011 - December 2012
Sun Life Financial  November 2008 - August 2011

Skills
Retirement Planning, Insurance, Retirement, Sales, Financial Planners, Relationship Management, Leadership, New Business Development, Disability Insurance, Personal Finance, Life Insurance, 401k, Employee Benefits, Term Life Insurance, Financial Services, Asset Allocation

Education
University of Mississippi   2004 — 2008

Jace Stapley Jace Stapley Mesa, Arizona Details
Jace Stapley's DDS Financial Experience August 2015 - Present
Job Senior Consultant at DDS Financial
Industry Professional Training & Coaching
Experience
DDS Financial   August 2015 - Present
Compass Development   September 2014 - Present
Arizona Nutritional Supplements (ANS)   February 2012 - June 2015
Walmart  September 2011 - February 2012
Walmart  December 2008 - September 2011
Family Dynamics International, Inc. (501c3)   May 1999 - January 2011
Amerifund   February 2005 - March 2009
Compass Development   March 2003 - December 2008
World Congress, United Families International, Family Dynamics Intl, Inc   May 1998 - October 2006
LDS Church, Deseret Industries - Humanitarian Center   March 2001 - March 2003

Skills
Team Building, Change Management, Leadership Development, Training Needs Analysis, Train the Trainer, Conflict Resolution, Strategic Thinking, Team Leadership, Facilitation/Public..., Human Behavioral Change, Multi-Project Management, Contract Negotiation, Instructional Design, Spanish, Policies and Procedures, Customer Service..., Customer Service, Project Management, ADDIE, Coaching, Organizational..., Talent Management, Workshop Facilitation, Business Strategy, Consulting, Executive Coaching, Organizational..., Entrepreneurship, Employee Engagement, Management Consulting, Training, Business Development, Human Resources, Management, CRM, Start-ups, Leadership, Program Management, Sales, Employee Training, Marketing, Analysis, Performance Management, Policy, Organizational..., Retail, Process Improvement, Time Management, Cross-functional Team..., Employee Relations

Education
Arizona State University

Brigham Young University

Brooke Green Brooke Green Atlanta, Georgia Details
Brooke Green's DDS Financial Experience January 2015 - Present
Job Chief Experience Officer at DDS Financial
Industry Sports
Experience
Atlanta Falcons  July 2013 - Present
DDS Financial   January 2015 - Present
Atlanta Braves  February 2014 - August 2014
Roswell Recreation & Parks   May 2013 - July 2014
National Spring Football League [GA Blaze]   November 2013 - March 2014
Moe's Southwest Grill  January 2012 - May 2012

Education
Kennesaw State University   2012 — 2014
Sport Management with a concentration in Marketing, Sport and Fitness Administration/Management, Graduated

Georgia Southern University   2010 — 2011
Information Technology, Freshmen- Sophmore Year

Anna Meise Anna Meise Greater Atlanta Area Details
Anna Meise's DDS Financial Experience November 2013 - December 2014
Job Insight Global
Industry Staffing and Recruiting
Experience
Insight Global  January 2015 - July 2015
DDS Financial   November 2013 - December 2014
New Vitality Medical Institute / Natural Health Atlanta   June 2013 - November 2013
Cuscowilla on Lake Oconee  June 2011 - December 2012
Cuscowilla on Lake Oconee  September 2007 - June 2011

Skills
Customer Service, Sales, Inventory Management, Microsoft Excel, Marketing, Social Media, PowerPoint, Microsoft Word, Social Media Marketing, Leadership, Management, Marketing Strategy, Sales Management, Merchandising, Strategic Planning, Time Management, Hospitality, Photoshop, Microsoft Office, Training, Account Management, Event Planning, Event Management, Team Building, Purchasing

Education
Georgia College and State University   2006 — 2011
Bachelor of Science (B.S.), Biology, Pre-Medicine

Mallory McKenzie Mallory McKenzie Greater Atlanta Area Details
Mallory McKenzie's DDS Financial Experience August 2014 - Present
Job Controller at DDS Financial
Industry Accounting
Experience
DDS Financial   August 2014 - Present
Fricke & Associates, P.C.   December 2012 - August 2014
O'Kelley & Sorohan   May 2012 - August 2012

Skills
Accounting, QuickBooks, Accounts Receivable, Bookkeeping, External Audit, Account Reconciliation, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Finance, Tax Preparation, Tax Accounting, Auditing, Creative Solutions..., Sales Tax Pro, Bank Reconciliation, Corporate Tax, S Corporations, Website Creation, Website Development, SEO, Marketing

Education
Kennesaw State University - Michael J. Coles College of Business   2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting

Flowery Branch High School   2005 — 2009
High School Diploma, Business

Don Barden Don Barden Greater Atlanta Area Details
Don Barden's DDS Financial Experience December 2012 - Present
Job CEO and Managing Partner at DDS Financial
Industry Financial Services
Experience
DDS Financial   December 2012 - Present
The Perfect Plan  January 2001 - Present
OneAmerica  June 2010 - December 2012
Summit Counseling Center   2008 - December 2012
MassMutual Financial Group  October 2004 - May 2010
MetLife Financial Services  1999 - 2005
Principal Financial Group  1995 - 1999

Skills
Retirement, 401k, Leadership, Public Speaking, Training, Sales, Series 7, Public Relations, Series 63, Retirement Planning, Mutual Funds, Pensions, Finance, Insurance, ERISA, Strategic Planning, Disability Insurance, Estate Planning, Employee Benefits, Life Insurance, Asset Allocation, Fixed Annuities, Defined Benefit, Management, Leadership Development, Executive Pay, Financial Advisory, Financial Services, Small Business, Strategic Financial..., Strategic Visionary, Alternative Investments, Asset Management, Brokers, Health Insurance, Financial Planners, Investment Advisory, Investments, Long-term Care, Manage client..., IRAs, Marketing, Securities, Series 6, Wealth Management, Term Life Insurance, Relationship Management, Benefits Administration, Financial Planning

Education
Walden University   2004 — 2007
ABD - PhD, International Finance and Behavioral Economics

American InterContinental University   2000 — 2001
, MBA, Global Technology Management, Int'l Business, Global Technology and International Business

Kennesaw State University - Michael J. Coles College of Business   1982 — 1987
BBA Econ/ Finance, Economics

Bradley Pollard Bradley Pollard Alpharetta, Georgia Details
Bradley Pollard's DDS Financial Experience April 2015 - Present
Job Jr. Consultant, Client Services
Industry Financial Services
Experience
DDS Financial   April 2015 - Present
E*TRADE Financial  October 2013 - April 2015

Education
The University of Georgia   2008 — 2013
Bachelor of Business Administration (BBA), Economics

Matthew Whitehurst Matthew Whitehurst Conyers, Georgia Details
Matthew Whitehurst's DDS Financial Experience January 2014 - August 2014
Job BTAG member at Sparkmon & Associates
Industry Accounting
Experience
Sparkmon & Associates CPAs  September 2014 - Present
DDS Financial   January 2014 - August 2014
Crawford & Company  May 2013 - January 2014
Restaurant Solutions, Inc.   April 2012 - May 2013
Catholic Health Initiatives  January 2010 - May 2011
Janus Capital Group  October 2009 - February 2010
KPMG  January 2007 - August 2009
Provino's   2006 - 2007

Skills
Accounting, Tax, Auditing, Financial Reporting, Financial Analysis, QuickBooks, General Ledger, Income Tax, Corporate Tax, GAAP, Sarbanes-Oxley Act, Tax Research, Payroll, Account Reconciliation, Tax Preparation, Financial Statements

Education
Georgia State University - J. Mack Robinson College of Business   2006 — 2009
Accounting and Finance Degrees, Business

Georgia State University   2005 — 2007
Accounting and Finance, Business

Brendan Richards Brendan Richards Alpharetta, Georgia Details
Brendan Richards's DDS Financial Experience 2015 - Present
Job Executive Providing CFO services for DDS Financial, Tax and Accounting
Industry Accounting
Experience
DDS Financial   2015 - Present
MuddLee LLC   2014 - 2015
Brendan Richards CPA   1996 - 2015
Dealer Funding LLC  May 2013 - October 2014
Covenant Services Group   March 2007 - March 2013
Faucett, Taylor & Associates, LLP   October 2006 - March 2007
Ernst & Young  December 2003 - September 2006
Fieldstone Communities  November 2000 - September 2003
EY  December 1997 - November 2000
WD, a Western Digital company  July 1996 - December 1997

Skills
Controller, Accounting, Finance, Tax, Management, Forecasting, Financial Statements, Corporate Finance, Controllership Functions, Cash Flow, Payroll, Employee Benefits, Account Reconciliation, Insurance, Health Insurance, Financial Modeling, Business Planning, Strategic Financial..., Budgets, Financial Planning, Benefits Administration, GAAP, Accounts Receivable, Human Resources, Financial Reporting

Education
California State University-Fullerton - College of Business and Economics   1986 — 1990
Bachelor of Arts (BA), Business Administration, focus on Accounting

University of California, Irvine   1984 — 1986
Economics

Morgan Mackmull Morgan Mackmull Atlanta, Georgia Details
Morgan Mackmull's DDS Financial Experience February 2015 - Present
Job Account Manager at Payscape
Industry Financial Services
Experience
Payscape  October 2015 - Present
DDS Financial   February 2015 - Present
AmWINS Group  July 2010 - December 2014
University Programs, University of Alabama   January 2009 - November 2010
Barber Vintage Motorsports Museum   January 2010 - May 2010
THE ZOI  May 2009 - August 2009

Skills
Sales, Advertising, Leadership, Microsoft Excel, Social Media, Sales Operations, Business Development, Marketing, Account Management, Microsoft Office, PowerPoint, Insurance, Microsoft Word, Team Building, Nonprofits, Professional Liability, Brokers, General Insurance, Administration, Non-profit..., Networking, Relationship Building, Business Relationship..., Direct Sales, Email Marketing, Social Networking, Corporate Social..., Corporate Events

Education
University of Alabama   2005 — 2010
Bachelor of Arts (B.A.), Bachelor of Arts in Communication and Information Sciences Major: Advertising Major: Advertising