Diversified Trust
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Diversified Trust Employees
Employee
Years
Job
Industry
Kevin J. Jamison Kevin J. Jamison's Diversified Trust Experience January 2014 - Present
Job Investment Analyst at Diversified Trust
Industry Investment Management
Experience
Diversified Trust January 2014 - Present
Diversified Trust May 2013 - August 2013
Willamette Management Associates May 2012 - August 2012
Skills
Valuation, Mergers & Acquisitions, Investments, Financial Modeling, Economics, Financial Analysis, Microsoft Excel, Asset Management, Equities, Portfolio Management
Education
Georgia Institute of Technology 2009 — 2013
Bachelor of Science, Industrial and Systems Engineering
Diversified Trust January 2014 - Present
Diversified Trust May 2013 - August 2013
Willamette Management Associates May 2012 - August 2012
Skills
Valuation, Mergers & Acquisitions, Investments, Financial Modeling, Economics, Financial Analysis, Microsoft Excel, Asset Management, Equities, Portfolio Management
Education
Georgia Institute of Technology 2009 — 2013
Bachelor of Science, Industrial and Systems Engineering
Arjun Sawhney's Diversified Trust Experience June 2012 - May 2013
Job Analyst at Carter's | OshKosh B'gosh
Industry Management Consulting
Experience
Carter's OshKosh B'gosh May 2013 - Present
Wastewear 2013 - Present
Diversified Trust June 2012 - May 2013
The Hackett Group July 2010 - July 2012
Invesco Ltd. May 2010 - July 2010
Emory University January 2008 - July 2010
Courtroom Connects August 2009 - February 2010
Emory University 2008-2009 August 2008 - August 2009
Northwest Mutual Financial Network May 2009 - July 2009
The Emory Wheel, Emory University January 2008 - January 2009
Skills
Data Analysis, Project Management, Market Research, Research, Excel models, Entrepreneurship, Investors, E-commerce, Start-ups, Retail
Education
Emory University 2006 — 2010
Bachelor of Arts, Economics, Sociology
Carter's OshKosh B'gosh May 2013 - Present
Wastewear 2013 - Present
Diversified Trust June 2012 - May 2013
The Hackett Group July 2010 - July 2012
Invesco Ltd. May 2010 - July 2010
Emory University January 2008 - July 2010
Courtroom Connects August 2009 - February 2010
Emory University 2008-2009 August 2008 - August 2009
Northwest Mutual Financial Network May 2009 - July 2009
The Emory Wheel, Emory University January 2008 - January 2009
Skills
Data Analysis, Project Management, Market Research, Research, Excel models, Entrepreneurship, Investors, E-commerce, Start-ups, Retail
Education
Emory University 2006 — 2010
Bachelor of Arts, Economics, Sociology
Caitlin Ford Caitlin Ford's Diversified Trust Experience December 2012 - May 2014
Job Hotel management experience, recently relocated, and looking for a new opportunity
Industry Hospitality
Experience
Nanny December 2014 - Present
Hilton Garden Inn August 2014 - September 2014
Diversified Trust December 2012 - May 2014
The Twin City Quarter - Noble Investment Group April 2011 - December 2012
Hilton Garden Inn August 2010 - May 2011
Hilton Garden Inn May 2010 - August 2010
Pepper Moon Catering February 2008 - August 2010
Pastabilities August 2009 - May 2010
Lucky 32 Southern Kitchen January 2009 - July 2009
Skills
Customer Service, Restaurants, Event Planning, Event Management, Microsoft Excel, Microsoft Office, PowerPoint, Hospitality, Front Office, Micros, Hotels, Hospitality Management
Education
University of North Carolina at Greensboro 2008 — 2011
Hospitality and Tourism Management, Hotel and Restaurant Management
Appalachian State University 2007 — 2007
Southwest Guilford High School
Nanny December 2014 - Present
Hilton Garden Inn August 2014 - September 2014
Diversified Trust December 2012 - May 2014
The Twin City Quarter - Noble Investment Group April 2011 - December 2012
Hilton Garden Inn August 2010 - May 2011
Hilton Garden Inn May 2010 - August 2010
Pepper Moon Catering February 2008 - August 2010
Pastabilities August 2009 - May 2010
Lucky 32 Southern Kitchen January 2009 - July 2009
Skills
Customer Service, Restaurants, Event Planning, Event Management, Microsoft Excel, Microsoft Office, PowerPoint, Hospitality, Front Office, Micros, Hotels, Hospitality Management
Education
University of North Carolina at Greensboro 2008 — 2011
Hospitality and Tourism Management, Hotel and Restaurant Management
Appalachian State University 2007 — 2007
Southwest Guilford High School
Lamar Stanley Lamar Stanley's Diversified Trust Experience June 2014 - Present
Job Diversified Trust
Industry Financial Services
Experience
Diversified Trust June 2014 - Present
Woodlawn Partners May 2013 - October 2013
US Navy November 2003 - August 2012
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Accounting and Finance
Sewanee-The University of the South 1999 — 2003
BA, US History
Diversified Trust June 2014 - Present
Woodlawn Partners May 2013 - October 2013
US Navy November 2003 - August 2012
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Accounting and Finance
Sewanee-The University of the South 1999 — 2003
BA, US History
Grace S. Bennett Grace S. Bennett's Diversified Trust Experience February 2012 - July 2014
Job Analyst at Investure
Industry Financial Services
Experience
Investure July 2015 - Present
Mangham Associates August 2014 - June 2015
King Family Vineyards 2015 - 2015
King Family Vineyards 2015 - 2015
Diversified Trust February 2012 - July 2014
IDEX July 2011 - February 2012
SignatureFD June 2009 - June 2011
Education
The University of Georgia 2005 — 2009
BBA, Finance
Investure July 2015 - Present
Mangham Associates August 2014 - June 2015
King Family Vineyards 2015 - 2015
King Family Vineyards 2015 - 2015
Diversified Trust February 2012 - July 2014
IDEX July 2011 - February 2012
SignatureFD June 2009 - June 2011
Education
The University of Georgia 2005 — 2009
BBA, Finance
Kate Bradley's Diversified Trust Experience March 2010 - May 2012
Job Portrait Artist
Industry Fine Art
Experience
Self-Employed May 2010 - Present
Diversified Trust March 2010 - May 2012
Skills
Fine Art, Portraits, Oil Painting, Art, Painting, Portrait Painting, Visual Arts, Fashion, Portrait Photography, Figurative Art, Film, Contemporary Art, Entrepreneurship
Education
Auburn University 2003 — 2007
Fine Art, Art, Art History, Communications
Florence Academy of Art
Drawing and Painting
Self-Employed May 2010 - Present
Diversified Trust March 2010 - May 2012
Skills
Fine Art, Portraits, Oil Painting, Art, Painting, Portrait Painting, Visual Arts, Fashion, Portrait Photography, Figurative Art, Film, Contemporary Art, Entrepreneurship
Education
Auburn University 2003 — 2007
Fine Art, Art, Art History, Communications
Florence Academy of Art
Drawing and Painting
Max Rowland Max Rowland's Diversified Trust Experience January 2015 - Present
Job Senior Associate at Diversified Trust
Industry Financial Services
Experience
Diversified Trust January 2015 - Present
Diversified Trust January 2013 - December 2014
Skills
Portfolio Management, Investments, Asset Management, Leadership, Microsoft Excel, Customer Service, Microsoft Office, Sales, PowerPoint, Teamwork, Social Media, Management, Time Management, Retail, Microsoft Word, Windows
Education
East Carolina University 2007 — 2012
Bachelor of Science (B.S.), Business Administration - Financial Services Concentration
East Carolina University 2007 — 2012
Bachelor of Science (B.S.), Economics
Macquarie University 2008 — 2008
Diversified Trust January 2015 - Present
Diversified Trust January 2013 - December 2014
Skills
Portfolio Management, Investments, Asset Management, Leadership, Microsoft Excel, Customer Service, Microsoft Office, Sales, PowerPoint, Teamwork, Social Media, Management, Time Management, Retail, Microsoft Word, Windows
Education
East Carolina University 2007 — 2012
Bachelor of Science (B.S.), Business Administration - Financial Services Concentration
East Carolina University 2007 — 2012
Bachelor of Science (B.S.), Economics
Macquarie University 2008 — 2008
Elizabeth Snyder Elizabeth Snyder's Diversified Trust Experience January 2011 - November 2014
Job Principal at SignatureFD
Industry Financial Services
Experience
SignatureFD November 2014 - Present
Diversified Trust January 2011 - November 2014
Diversified Trust September 2009 - January 2011
GenSpring Family Offices February 2007 - September 2009
Wilmington Trust May 2002 - February 2007
SunTrust Bank April 1998 - May 2002
Skills
Estate Planning, Wealth Management, High Net Worth..., Alternative Investments, Asset Managment, Estate Tax Planning, Asset Allocation, Investment Management, Philanthropy, Asset Management, Investments, Strategic Financial..., Investment Strategies, Wealth Management..., Securities, Wealth, Portfolio Management, Investment Advisory, Planned Giving, Private Equity, Equities, Retirement Planning, Financial Advisory, Fixed Income, Mutual Funds, Financial Services
Education
Georgia State University - J. Mack Robinson College of Business 1999 — 2002
MBA, Marketing
Emory University 1992 — 1996
BA, Art History
SignatureFD November 2014 - Present
Diversified Trust January 2011 - November 2014
Diversified Trust September 2009 - January 2011
GenSpring Family Offices February 2007 - September 2009
Wilmington Trust May 2002 - February 2007
SunTrust Bank April 1998 - May 2002
Skills
Estate Planning, Wealth Management, High Net Worth..., Alternative Investments, Asset Managment, Estate Tax Planning, Asset Allocation, Investment Management, Philanthropy, Asset Management, Investments, Strategic Financial..., Investment Strategies, Wealth Management..., Securities, Wealth, Portfolio Management, Investment Advisory, Planned Giving, Private Equity, Equities, Retirement Planning, Financial Advisory, Fixed Income, Mutual Funds, Financial Services
Education
Georgia State University - J. Mack Robinson College of Business 1999 — 2002
MBA, Marketing
Emory University 1992 — 1996
BA, Art History
T. Vincent Chamblee, CPA T. Vincent Chamblee, CPA's Diversified Trust Experience June 2013 - Present
Job Vice President at Diversified Trust
Industry Investment Management
Experience
Diversified Trust June 2013 - Present
PricewaterhouseCoopers LLP June 2010 - May 2013
The Scottish Parliament February 2009 - May 2009
Skills
Derivatives, Securitization, Capital Markets, Structured Finance, Valuation, Due Diligence, Accounting, Investment Banking, Risk Management, Finance, Financial Reporting, Financial Structuring, Portfolio Management, Financial Services, Hedge Funds, Financial Modeling, Analysis, Economics
Education
University of Mississippi 2006 — 2010
Bachelor's of Accountancy, Bachelor's of Arts, Accounting, Economics, Public Policy Leadership
Diversified Trust June 2013 - Present
PricewaterhouseCoopers LLP June 2010 - May 2013
The Scottish Parliament February 2009 - May 2009
Skills
Derivatives, Securitization, Capital Markets, Structured Finance, Valuation, Due Diligence, Accounting, Investment Banking, Risk Management, Finance, Financial Reporting, Financial Structuring, Portfolio Management, Financial Services, Hedge Funds, Financial Modeling, Analysis, Economics
Education
University of Mississippi 2006 — 2010
Bachelor's of Accountancy, Bachelor's of Arts, Accounting, Economics, Public Policy Leadership
Brook Lester Brook Lester's Diversified Trust Experience January 2015 - Present
Job Principal at Diversified Trust
Industry Investment Management
Experience
Diversified Trust January 2015 - Present
Deloitte Tax LLP April 2006 - December 2014
Regions Morgan Keegan Trust 2005 - 2006
Armstrong Allen PLLC 2002 - 2005
Arthur Andersen LLP 1999 - 2002
Skills
Tax, Corporate Tax, International Tax, Tax Advisory, Estate Planning, Tax Research, Trusts, Leadership, Corporate Law, Mergers & Acquisitions, Due Diligence, Income Tax, Tax Accounting, Tax Law, CPA
Education
University of Mississippi School of Law 1996 — 1999
JD, Law
University of Mississippi 1992 — 1996
BAccy, Accounting
Diversified Trust January 2015 - Present
Deloitte Tax LLP April 2006 - December 2014
Regions Morgan Keegan Trust 2005 - 2006
Armstrong Allen PLLC 2002 - 2005
Arthur Andersen LLP 1999 - 2002
Skills
Tax, Corporate Tax, International Tax, Tax Advisory, Estate Planning, Tax Research, Trusts, Leadership, Corporate Law, Mergers & Acquisitions, Due Diligence, Income Tax, Tax Accounting, Tax Law, CPA
Education
University of Mississippi School of Law 1996 — 1999
JD, Law
University of Mississippi 1992 — 1996
BAccy, Accounting
Jeff Howard, CFA, CFP® Jeff Howard, CFA, CFP®'s Diversified Trust Experience September 2008 - Present
Job Making Complicated Financial Lives Simple Principal, Diversified Trust
Industry Investment Management
Experience
Diversified Trust September 2008 - Present
Skills
Investment Management, Investment Strategies, Certified Financial..., Personal Financial..., Technical Writing, Portfolio Management, Investments, Behavioral Finance, Rebalancing, Investment Education, Asset Allocation, ETFs, Tamarac Advisor..., Tactical Asset..., Strategic Thinking, Alternative Investments, Portfolio Assessment, Usability, Wealth Management, Asset Management, Investment Advisory, High Net Worth..., Financial Advisory
Education
Georgia Institute of Technology 1988 — 1993
BS
Georgia State University - J. Mack Robinson College of Business 2005 — 2007
MS
Diversified Trust September 2008 - Present
Skills
Investment Management, Investment Strategies, Certified Financial..., Personal Financial..., Technical Writing, Portfolio Management, Investments, Behavioral Finance, Rebalancing, Investment Education, Asset Allocation, ETFs, Tamarac Advisor..., Tactical Asset..., Strategic Thinking, Alternative Investments, Portfolio Assessment, Usability, Wealth Management, Asset Management, Investment Advisory, High Net Worth..., Financial Advisory
Education
Georgia Institute of Technology 1988 — 1993
BS
Georgia State University - J. Mack Robinson College of Business 2005 — 2007
MS
Elise Blankenship Elise Blankenship's Diversified Trust Experience March 2013 - Present
Job Investment Analyst at Diversified Trust Company
Industry Financial Services
Experience
Diversified Trust March 2013 - Present
Oh So Faux December 2006 - Present
St. John & Associates June 2012 - March 2013
The Coleman Company, Inc. May 2004 - June 2006
Skills
Financial Analysis, Strategic Financial..., Analysis, Data Analysis, Microsoft Excel, Accounting, Financial Modeling, Risk Management, Outlook, Corporate Finance, Finance, Project Management, Management, Business Analysis, Time Management, Portfolio Management, Financial Reporting, Forecasting, Financial Planning
Education
Georgia State University - J. Mack Robinson College of Business 2009 — 2012
Bachelor of Business Administration, Finance
Diversified Trust March 2013 - Present
Oh So Faux December 2006 - Present
St. John & Associates June 2012 - March 2013
The Coleman Company, Inc. May 2004 - June 2006
Skills
Financial Analysis, Strategic Financial..., Analysis, Data Analysis, Microsoft Excel, Accounting, Financial Modeling, Risk Management, Outlook, Corporate Finance, Finance, Project Management, Management, Business Analysis, Time Management, Portfolio Management, Financial Reporting, Forecasting, Financial Planning
Education
Georgia State University - J. Mack Robinson College of Business 2009 — 2012
Bachelor of Business Administration, Finance
Chloé A. Moore, CFP®'s Diversified Trust Experience September 2007 - August 2014
Job Financial Planning & Operations Consultant
Industry Financial Services
Experience
C-Level Consultants, LLC September 2014 - Present
Diversified Trust September 2007 - August 2014
Meld Financial July 2006 - August 2007
The Shobe Financial Group June 2004 - June 2006
Skills
Risk Management, Strategic Planning, Time Management, Financial Planning, Wealth Management, Financial Services, Certified Financial..., Employee Benefits, Personal Finance, Operations Management, Employee Stock Options, Deferred Compensation, Non-Qualified Deferred..., Business Planning, Business Strategy
Education
University of Alabama 2000 — 2004
Bachelor's Degree, Financial Planning
C-Level Consultants, LLC September 2014 - Present
Diversified Trust September 2007 - August 2014
Meld Financial July 2006 - August 2007
The Shobe Financial Group June 2004 - June 2006
Skills
Risk Management, Strategic Planning, Time Management, Financial Planning, Wealth Management, Financial Services, Certified Financial..., Employee Benefits, Personal Finance, Operations Management, Employee Stock Options, Deferred Compensation, Non-Qualified Deferred..., Business Planning, Business Strategy
Education
University of Alabama 2000 — 2004
Bachelor's Degree, Financial Planning
April Rome's Diversified Trust Experience October 2012 - March 2015
Job Director of Operations at Capital Wealth Advisors, LLC
Industry Financial Services
Experience
Capital Wealth Advisors, LLC July 2015 - Present
Capital Financial Group, LLC March 2015 - May 2015
Diversified Trust October 2012 - March 2015
Diversified Trust February 2006 - October 2012
McVean Trading & Investments March 1999 - February 2004
Skills
Wealth Management, Fixed Income, Portfolio Management, Financial Services, Investments, Financial Planning, Asset Management, Asset Managment, Alternative Investments, Process Improvement, Mutual Funds, Management, Procedure Development, Operational Excellence, Onboarding, Client Relations, Conflict Resolution, Financial Analysis, Finance
Education
The University of Memphis 1999 — 2004
BA, Marketing
Capital Wealth Advisors, LLC July 2015 - Present
Capital Financial Group, LLC March 2015 - May 2015
Diversified Trust October 2012 - March 2015
Diversified Trust February 2006 - October 2012
McVean Trading & Investments March 1999 - February 2004
Skills
Wealth Management, Fixed Income, Portfolio Management, Financial Services, Investments, Financial Planning, Asset Management, Asset Managment, Alternative Investments, Process Improvement, Mutual Funds, Management, Procedure Development, Operational Excellence, Onboarding, Client Relations, Conflict Resolution, Financial Analysis, Finance
Education
The University of Memphis 1999 — 2004
BA, Marketing
Robyn Hari Robyn Hari's Diversified Trust Experience June 2012 - Present
Job Principal at Diversified Trust
Industry Financial Services
Experience
Diversified Trust June 2012 - Present
Robyn Hari & Assoc., PC July 1999 - May 2012
Hammel, Hari & Kendall, LLC January 1995 - June 1999
PwC November 1987 - December 1994
Skills
Wealth Management
Education
Union University 1982 — 1986
Bachelor of Science (B.S.), Accounting and Finance
Diversified Trust June 2012 - Present
Robyn Hari & Assoc., PC July 1999 - May 2012
Hammel, Hari & Kendall, LLC January 1995 - June 1999
PwC November 1987 - December 1994
Skills
Wealth Management
Education
Union University 1982 — 1986
Bachelor of Science (B.S.), Accounting and Finance
tim dudas's Diversified Trust Experience June 2009 - June 2013
Job IT System Engineer at Optus Inc
Industry Paper & Forest Products
Experience
Optus Inc December 2014 - Present
Shannon Lumber Group February 2014 - October 2014
Consulting July 2013 - February 2014
Diversified Trust June 2009 - June 2013
CBiz Technologies Memphis June 2001 - April 2009
Vision America January 2000 - June 2001
Computer Recources February 1998 - April 2000
RFS Hotel Investors June 1995 - February 1998
Apollo Travel Services January 1992 - November 1994
Ice Chalet Austin January 1992 - November 1994
Skills
Financial Services, Asset Management, Portfolio Management, Process Improvement, Information Technology, Strategic Planning, Consulting
Education
The University of Memphis 1986 — 1991
BBA, Major MIS/Minor Accounting
Optus Inc December 2014 - Present
Shannon Lumber Group February 2014 - October 2014
Consulting July 2013 - February 2014
Diversified Trust June 2009 - June 2013
CBiz Technologies Memphis June 2001 - April 2009
Vision America January 2000 - June 2001
Computer Recources February 1998 - April 2000
RFS Hotel Investors June 1995 - February 1998
Apollo Travel Services January 1992 - November 1994
Ice Chalet Austin January 1992 - November 1994
Skills
Financial Services, Asset Management, Portfolio Management, Process Improvement, Information Technology, Strategic Planning, Consulting
Education
The University of Memphis 1986 — 1991
BBA, Major MIS/Minor Accounting
John Robus's Diversified Trust Experience October 2012 - September 2013
Job Investment Analyst at LifeWay Christian Resources
Industry Investment Management
Experience
LifeWay Christian Resources October 2013 - Present
Diversified Trust October 2012 - September 2013
MindShare Capital Management May 2008 - October 2012
Missouri Valley Partners May 2005 - April 2008
Education
Saint Louis University 2003 — 2005
Masterrs, Finance
Union University 1999 — 2003
LifeWay Christian Resources October 2013 - Present
Diversified Trust October 2012 - September 2013
MindShare Capital Management May 2008 - October 2012
Missouri Valley Partners May 2005 - April 2008
Education
Saint Louis University 2003 — 2005
Masterrs, Finance
Union University 1999 — 2003
Brad Crawford, CFP®'s Diversified Trust Experience September 2008 - Present
Job Senior Vice President at Diversified Trust
Industry Financial Services
Experience
Diversified Trust September 2008 - Present
Lenny's Sub Shop June 2005 - September 2008
FTN Financial January 2005 - June 2005
Skills
Investments, Wealth Management, Financial Analysis, Portfolio Management, Financial Modeling, Strategic Financial..., Fixed Income, Asset Managment
Education
New York University 2011 — 2012
Financial Planning, Financial Planning and Services
Haslam College of Business at the University of Tennessee 2003 — 2004
Master of Business Administration, Finance
University of Mississippi - School of Business Administration 1999 — 2003
Bachelor of Business Administration (BBA), Banking and Finance
Diversified Trust September 2008 - Present
Lenny's Sub Shop June 2005 - September 2008
FTN Financial January 2005 - June 2005
Skills
Investments, Wealth Management, Financial Analysis, Portfolio Management, Financial Modeling, Strategic Financial..., Fixed Income, Asset Managment
Education
New York University 2011 — 2012
Financial Planning, Financial Planning and Services
Haslam College of Business at the University of Tennessee 2003 — 2004
Master of Business Administration, Finance
University of Mississippi - School of Business Administration 1999 — 2003
Bachelor of Business Administration (BBA), Banking and Finance
Jason Rich's Diversified Trust Experience October 2014 - Present
Job Vice President of Information Technology at Diversified Trust
Industry Financial Services
Experience
Diversified Trust October 2014 - Present
Windsor Health Group July 2008 - October 2014
Independent Systems Consultant September 1999 - June 2013
Lummi Nation Schools February 2005 - July 2008
Dealer Information Systems Corporation March 2003 - February 2005
AMARID, Inc. December 2000 - September 2001
Dain Rauscher October 1999 - December 2000
United States Navy September 1993 - September 1999
Skills
Active Directory, Microsoft Exchange, VMware Infrastructure, Infrastructure..., NetApp, Network Administration, Systems Administration, Microsoft Technologies, Operating Systems, VMware, DNS, Technical Architecture, Network Architecture, System Administration, Servers, Disaster Recovery, SAN, Virtualization, Blackberry Enterprise..., Troubleshooting, Networking, Windows Server, Infrastructure, Windows 7, Technical Support, Citrix, VMware ESX, VPN, Group Policy, Microsoft SQL Server, vSphere, Storage Area Networks, High Availability, Backup Exec, Cisco Technologies, DHCP, Data Center, ITIL, Firewalls, Security, Server Administration, Hardware, SharePoint, Network Security, TCP/IP
Education
American InterContinental University 2003 — 2005
Bachelor of Science, Information Technology
Diversified Trust October 2014 - Present
Windsor Health Group July 2008 - October 2014
Independent Systems Consultant September 1999 - June 2013
Lummi Nation Schools February 2005 - July 2008
Dealer Information Systems Corporation March 2003 - February 2005
AMARID, Inc. December 2000 - September 2001
Dain Rauscher October 1999 - December 2000
United States Navy September 1993 - September 1999
Skills
Active Directory, Microsoft Exchange, VMware Infrastructure, Infrastructure..., NetApp, Network Administration, Systems Administration, Microsoft Technologies, Operating Systems, VMware, DNS, Technical Architecture, Network Architecture, System Administration, Servers, Disaster Recovery, SAN, Virtualization, Blackberry Enterprise..., Troubleshooting, Networking, Windows Server, Infrastructure, Windows 7, Technical Support, Citrix, VMware ESX, VPN, Group Policy, Microsoft SQL Server, vSphere, Storage Area Networks, High Availability, Backup Exec, Cisco Technologies, DHCP, Data Center, ITIL, Firewalls, Security, Server Administration, Hardware, SharePoint, Network Security, TCP/IP
Education
American InterContinental University 2003 — 2005
Bachelor of Science, Information Technology
Shane Caldwell, CFP®, MBA, M.Tx.'s Diversified Trust Experience March 2015 - Present
Job Senior Associate at Diversified Trust
Industry Financial Services
Experience
Diversified Trust March 2015 - Present
Ronald Blue & Co. September 2012 - February 2015
Frazier & Deeter, LLC July 2011 - August 2012
Georgia Institute of Technology July 2004 - June 2008
Skills
Financial Planning, Financial Analysis, Management, Investments, Leadership, Estate Planning, Wealth Management, Tax, Strategy, Tax Preparation, Financial Advisory, Microsoft Office, Certified Financial..., Financial Statements, Teamwork, Tax Returns, Partnership Taxation, Wealth, GAAP, Credit, Tax Research, Financial Modeling, High Net Worth..., Financial Accounting
Education
Georgia State University - J. Mack Robinson College of Business 2010 — 2010
Master's, Taxation
Georgia State University - J. Mack Robinson College of Business 2006 — 2009
MBA, Personal Financial Planning
Trevecca Nazarene University 1999 — 2003
Bachelors of Science, Psychology
Diversified Trust March 2015 - Present
Ronald Blue & Co. September 2012 - February 2015
Frazier & Deeter, LLC July 2011 - August 2012
Georgia Institute of Technology July 2004 - June 2008
Skills
Financial Planning, Financial Analysis, Management, Investments, Leadership, Estate Planning, Wealth Management, Tax, Strategy, Tax Preparation, Financial Advisory, Microsoft Office, Certified Financial..., Financial Statements, Teamwork, Tax Returns, Partnership Taxation, Wealth, GAAP, Credit, Tax Research, Financial Modeling, High Net Worth..., Financial Accounting
Education
Georgia State University - J. Mack Robinson College of Business 2010 — 2010
Master's, Taxation
Georgia State University - J. Mack Robinson College of Business 2006 — 2009
MBA, Personal Financial Planning
Trevecca Nazarene University 1999 — 2003
Bachelors of Science, Psychology
Morrio Coward's Diversified Trust Experience January 2013 - Present
Job Accountant at Diversified Trust Comprehensive Wealth Management
Industry Accounting
Experience
Diversified Trust January 2013 - Present
Memphis Leadership Foundation August 2007 - January 2013
Skills
Accounting, Microsoft Excel, Financial Reporting, Budgets, Accounts Payable, Microsoft Office, Non-profits, Account Reconciliation, General Ledger, Accounts Receivable, Microsoft Word, Strategic Planning
Education
Morehouse College 2003 — 2007
Bachelor of Arts (B.A.), Finance, General
Union University 2010 — 2012
Master's degree, Business Administration and Management, General
Diversified Trust January 2013 - Present
Memphis Leadership Foundation August 2007 - January 2013
Skills
Accounting, Microsoft Excel, Financial Reporting, Budgets, Accounts Payable, Microsoft Office, Non-profits, Account Reconciliation, General Ledger, Accounts Receivable, Microsoft Word, Strategic Planning
Education
Morehouse College 2003 — 2007
Bachelor of Arts (B.A.), Finance, General
Union University 2010 — 2012
Master's degree, Business Administration and Management, General
Jake Cason's Diversified Trust Experience January 2013 - April 2015
Job Finance Business Analyst, Global Procurement/Supply Chain at KimberlyClark
Industry Financial Services
Experience
Kimberly-Clark May 2015 - Present
Diversified Trust January 2013 - April 2015
Diversified Trust October 2011 - January 2013
Diversified Trust Company March 2008 - October 2011
Skills
Wealth Management, Asset Management, Asset Allocation, Investments, Portfolio Management, Fixed Income, Alternative Investments, Investment Management, Equities, Investment Strategies, Strategic Financial..., Financial Analysis, Financial Modeling, Microsoft Excel, Valuation, Private Equity, Project Management, Operations Management, Strategic Planning, Business Planning, Finance
Education
Emory University - Goizueta Business School 2010 — 2013
Master of Business Administration (MBA)
The University of Georgia 2005 — 2007
Bachelor of Business Administration (BBA), Finance
Kimberly-Clark May 2015 - Present
Diversified Trust January 2013 - April 2015
Diversified Trust October 2011 - January 2013
Diversified Trust Company March 2008 - October 2011
Skills
Wealth Management, Asset Management, Asset Allocation, Investments, Portfolio Management, Fixed Income, Alternative Investments, Investment Management, Equities, Investment Strategies, Strategic Financial..., Financial Analysis, Financial Modeling, Microsoft Excel, Valuation, Private Equity, Project Management, Operations Management, Strategic Planning, Business Planning, Finance
Education
Emory University - Goizueta Business School 2010 — 2013
Master of Business Administration (MBA)
The University of Georgia 2005 — 2007
Bachelor of Business Administration (BBA), Finance
Ryan Spencer's Diversified Trust Experience January 2015 - Present
Job Senior Associate at Diversified Trust
Industry Financial Services
Experience
Diversified Trust January 2015 - Present
Diversified Trust July 2013 - December 2014
Oversea-Chinese Banking Corporation Limited July 2011 - August 2012
United Dental Marketing May 2009 - July 2011
Eclipse Marketing 2004 - 2008
The Church of Jesus Christ of Latter-day Saints July 2002 - July 2004
Skills
Lead Generation, Training, Online Advertising, Leadership, Strategy
Education
Brigham Young University 2005 — 2009
Bachelor of Science (BS), Economics
Diversified Trust January 2015 - Present
Diversified Trust July 2013 - December 2014
Oversea-Chinese Banking Corporation Limited July 2011 - August 2012
United Dental Marketing May 2009 - July 2011
Eclipse Marketing 2004 - 2008
The Church of Jesus Christ of Latter-day Saints July 2002 - July 2004
Skills
Lead Generation, Training, Online Advertising, Leadership, Strategy
Education
Brigham Young University 2005 — 2009
Bachelor of Science (BS), Economics
Carter Davenport II, CFP®'s Diversified Trust Experience August 2012 - Present
Job Senior Associate
Industry Financial Services
Experience
Diversified Trust August 2012 - Present
Clark Consulting April 2007 - July 2012
Clark Consulting April 2009 - April 2011
Cunningham and Company May 2005 - June 2007
Skills
Investments, Financial Analysis, Series 7, Wealth Management, Management, Mutual Funds, Portfolio Management, Asset Management, Customer Service, Insurance, Securities, Retirement Planning, Financial Planning, Leadership, Strategic Planning
Education
Elon University 2001 — 2004
Business Administration, Business, Economics, Spanish
North Carolina State University 1999 — 2001
Diversified Trust August 2012 - Present
Clark Consulting April 2007 - July 2012
Clark Consulting April 2009 - April 2011
Cunningham and Company May 2005 - June 2007
Skills
Investments, Financial Analysis, Series 7, Wealth Management, Management, Mutual Funds, Portfolio Management, Asset Management, Customer Service, Insurance, Securities, Retirement Planning, Financial Planning, Leadership, Strategic Planning
Education
Elon University 2001 — 2004
Business Administration, Business, Economics, Spanish
North Carolina State University 1999 — 2001
Ellen Green, CFP®'s Diversified Trust Experience October 2012 - Present
Job Vice President at Diversified Trust
Industry Financial Services
Experience
Diversified Trust October 2012 - Present
Artisan Partners April 2011 - September 2012
Citi May 2008 - April 2011
Skills
Bloomberg, Fixed Income, Equities, Capital Markets, Derivatives, Wealth Management, Financial Planning, Investments, Mergers & Acquisitions, Retirement Planning, Investment Management, Trading, Strategic Financial..., Alternative Investments, Credit, Financial Advisory
Education
University of Georgia - Terry College of Business 2004 — 2008
Bachelor of Business Administration (BBA), Finance
Harpeth Hall
Diversified Trust October 2012 - Present
Artisan Partners April 2011 - September 2012
Citi May 2008 - April 2011
Skills
Bloomberg, Fixed Income, Equities, Capital Markets, Derivatives, Wealth Management, Financial Planning, Investments, Mergers & Acquisitions, Retirement Planning, Investment Management, Trading, Strategic Financial..., Alternative Investments, Credit, Financial Advisory
Education
University of Georgia - Terry College of Business 2004 — 2008
Bachelor of Business Administration (BBA), Finance
Harpeth Hall
Adam Dretler's Diversified Trust Experience July 2014 - Present
Job Senior Vice President at Diversified Trust
Industry Financial Services
Experience
Diversified Trust July 2014 - Present
Ziff Brothers Investments June 2007 - May 2014
Deutsche Bank June 1999 - June 2007
Education
Duke University 1995 — 1999
B.A History.
Diversified Trust July 2014 - Present
Ziff Brothers Investments June 2007 - May 2014
Deutsche Bank June 1999 - June 2007
Education
Duke University 1995 — 1999
B.A History.