Diversified Trust Company
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Diversified Trust Company Employees
Employee
Years
Job
Industry
Jacqueline Woo Jacqueline Woo's Diversified Trust Company Experience June 2011 - May 2013
Job Senior Business Analyst, Pricing & Assortment (Black Locus) at The Home Depot
Industry Financial Services
Experience
The Home Depot May 2015 - Present
The Home Depot May 2013 - May 2015
Diversified Trust Company June 2011 - May 2013
Emory University August 2009 - May 2011
Marwar Seva Sanstha June 2010 - July 2010
Emory University May 2008 - August 2009
Emory University September 2008 - May 2009
Skills
Microsoft Excel, Microsoft Word, PowerPoint, PerTrac, Stata, Qualitative Research, Quantitative Research, Financial Reporting, Excel models, Process Improvement, SPSS, Data Analysis, Research, Fundraising, Financial Analysis
Education
Emory University 2007 — 2011
Bachelor of Arts (BA), Economics (summa cum laude)
Hwa Chong Institution 2005 — 2006
GCE A Levels, Humanities
The Home Depot May 2015 - Present
The Home Depot May 2013 - May 2015
Diversified Trust Company June 2011 - May 2013
Emory University August 2009 - May 2011
Marwar Seva Sanstha June 2010 - July 2010
Emory University May 2008 - August 2009
Emory University September 2008 - May 2009
Skills
Microsoft Excel, Microsoft Word, PowerPoint, PerTrac, Stata, Qualitative Research, Quantitative Research, Financial Reporting, Excel models, Process Improvement, SPSS, Data Analysis, Research, Fundraising, Financial Analysis
Education
Emory University 2007 — 2011
Bachelor of Arts (BA), Economics (summa cum laude)
Hwa Chong Institution 2005 — 2006
GCE A Levels, Humanities
Drew Berg, CFA Drew Berg, CFA's Diversified Trust Company Experience July 2006 - Present
Job Principal at Diversified Trust Company
Industry Investment Management
Experience
Diversified Trust Company July 2006 - Present
Investment Scorecard, Inc. September 2002 - June 2006
Investment Scorecard, Inc. September 1998 - September 2002
The Chicago Group, Inc. December 1996 - September 1998
Skills
Asset Managment, Investments, Portfolio Management, Alternative Investments, Wealth Management, Equities, Private Equity, Asset Allocation, Fixed Income, Financial Modeling, Investment Management, Strategic Financial..., Financial Services, Business Process..., Asset Management, Investment Strategies, Investment Advisory, Securities, Mutual Funds, High Net Worth..., Venture Capital, Estate Planning
Education
CFA Institute 2009 — 2011
Chartered Financial Analyst (CFA)
Northwestern University 1992 — 1996
B.S. in Industrial Engineering & Management Sciences
Diversified Trust Company July 2006 - Present
Investment Scorecard, Inc. September 2002 - June 2006
Investment Scorecard, Inc. September 1998 - September 2002
The Chicago Group, Inc. December 1996 - September 1998
Skills
Asset Managment, Investments, Portfolio Management, Alternative Investments, Wealth Management, Equities, Private Equity, Asset Allocation, Fixed Income, Financial Modeling, Investment Management, Strategic Financial..., Financial Services, Business Process..., Asset Management, Investment Strategies, Investment Advisory, Securities, Mutual Funds, High Net Worth..., Venture Capital, Estate Planning
Education
CFA Institute 2009 — 2011
Chartered Financial Analyst (CFA)
Northwestern University 1992 — 1996
B.S. in Industrial Engineering & Management Sciences
Tammy L Haley Tammy L Haley's Diversified Trust Company Experience February 2011 - December 2011
Job PHR, SHRMCP
Industry Executive Office
Experience
Poag Shopping Centers December 2012 - Present
Freelance January 2012 - November 2012
Diversified Trust Company February 2011 - December 2011
Verso Paper June 2008 - November 2010
Poag Shopping Centers May 2003 - June 2008
Bank of America 1993 - 2002
Skills
Event Planning, Outlook, Human Resources, Microsoft Excel, Training, QuickBooks, PowerPoint, Payroll, Benefits Administration, Microsoft Word, ADP Payroll, Employee Relations, New Hire Orientations, Recruiting, Onboarding, Office Management, HR Policies, Performance Management, Management, Confidentiality, Time Management, Accounts Payable, Employee Benefits, Process Improvement, HRIS
Education
Christian Brothers University
Business Management
Western Governors University 2014 — 2016
Bachelor's degree, Human Resources
Poag Shopping Centers December 2012 - Present
Freelance January 2012 - November 2012
Diversified Trust Company February 2011 - December 2011
Verso Paper June 2008 - November 2010
Poag Shopping Centers May 2003 - June 2008
Bank of America 1993 - 2002
Skills
Event Planning, Outlook, Human Resources, Microsoft Excel, Training, QuickBooks, PowerPoint, Payroll, Benefits Administration, Microsoft Word, ADP Payroll, Employee Relations, New Hire Orientations, Recruiting, Onboarding, Office Management, HR Policies, Performance Management, Management, Confidentiality, Time Management, Accounts Payable, Employee Benefits, Process Improvement, HRIS
Education
Christian Brothers University
Business Management
Western Governors University 2014 — 2016
Bachelor's degree, Human Resources
Neel Gammill, CFA Neel Gammill, CFA's Diversified Trust Company Experience March 1994 - Present
Job Principal at Diversified Trust Company
Industry Investment Management
Experience
Diversified Trust Company March 1994 - Present
First Tennessee Investment Management 1987 - 1994
First Tennessee Bond Division 1984 - 1987
Skills
Asset Managment, Asset Allocation, Alternative Investments, Fixed Income, Wealth Management, Portfolio Management, Investments, Investment Strategies, Asset Management, Investment Management, Investment Advisory, High Net Worth..., Private Equity, Securities, Equities, Mutual Funds, Bonds, Strategic Financial..., Hedge Funds, Valuation
Education
University of Mississippi 1980 — 1983
B.S. Banking and Finance
Diversified Trust Company March 1994 - Present
First Tennessee Investment Management 1987 - 1994
First Tennessee Bond Division 1984 - 1987
Skills
Asset Managment, Asset Allocation, Alternative Investments, Fixed Income, Wealth Management, Portfolio Management, Investments, Investment Strategies, Asset Management, Investment Management, Investment Advisory, High Net Worth..., Private Equity, Securities, Equities, Mutual Funds, Bonds, Strategic Financial..., Hedge Funds, Valuation
Education
University of Mississippi 1980 — 1983
B.S. Banking and Finance
Jason Lioon, CFA Jason Lioon, CFA's Diversified Trust Company Experience November 2005 - Present
Job Principal at Diversified Trust Company
Industry Financial Services
Experience
Diversified Trust Company November 2005 - Present
Goldman Sachs 2000 - 2003
Skills
Asset Managment, Asset Management, Investment Management, Alternative Investments, Private Equity, Investment Strategies, Financial Modeling, Mergers & Acquisitions, Equities, Investments, Fixed Income, Asset Allocation, Negotiation, Financial Analysis, Due Diligence, Portfolio Management, Wealth Management, Securities, Investment Advisory, Valuation
Education
Vanderbilt University - Owen Graduate School of Management 2003 — 2005
MBA, Finance, Real Estate
Dartmouth College 1997 — 2001
Bachelor of Arts, Psychology
Diversified Trust Company November 2005 - Present
Goldman Sachs 2000 - 2003
Skills
Asset Managment, Asset Management, Investment Management, Alternative Investments, Private Equity, Investment Strategies, Financial Modeling, Mergers & Acquisitions, Equities, Investments, Fixed Income, Asset Allocation, Negotiation, Financial Analysis, Due Diligence, Portfolio Management, Wealth Management, Securities, Investment Advisory, Valuation
Education
Vanderbilt University - Owen Graduate School of Management 2003 — 2005
MBA, Finance, Real Estate
Dartmouth College 1997 — 2001
Bachelor of Arts, Psychology
Jennifer Callaway Jennifer Callaway's Diversified Trust Company Experience February 2013 - Present
Job Vice President/Associate Fiduciary Counsel at Diversified Trust Company
Industry Financial Services
Experience
Diversified Trust Company February 2013 - Present
Education
Samford University, Cumberland School of Law 1995 — 1998
J.D., Law
The College of Wooster 1990 — 1994
B.A., Philosophy & Political Science
Wadsworth High School
Diversified Trust Company February 2013 - Present
Education
Samford University, Cumberland School of Law 1995 — 1998
J.D., Law
The College of Wooster 1990 — 1994
B.A., Philosophy & Political Science
Wadsworth High School
Chad Crawford's Diversified Trust Company Experience April 2011 - August 2012
Job Portfolio Manager at Cornerstone Management, Inc.
Industry Investment Management
Experience
Cornerstone Management, Inc July 2012 - Present
Diversified Trust Company April 2011 - August 2012
EARNEST Partners June 2008 - July 2011
Skills
Bloomberg, Microsoft Excel, Axys, Finance, Investment Management, Asset Managment, Wealth Management, Investments, Asset Allocation, Fixed Income, Equities, Portfolio Management, Valuation, Bonds, Cash Flow, Series 63, Investment Strategies, Mutual Funds, Investment Advisory, ETFs, Institutional..., Fund Of Funds, Separately Managed...
Education
University of Georgia - Terry College of Business 2003 — 2007
Bachelors, Finance
Cornerstone Management, Inc July 2012 - Present
Diversified Trust Company April 2011 - August 2012
EARNEST Partners June 2008 - July 2011
Skills
Bloomberg, Microsoft Excel, Axys, Finance, Investment Management, Asset Managment, Wealth Management, Investments, Asset Allocation, Fixed Income, Equities, Portfolio Management, Valuation, Bonds, Cash Flow, Series 63, Investment Strategies, Mutual Funds, Investment Advisory, ETFs, Institutional..., Fund Of Funds, Separately Managed...
Education
University of Georgia - Terry College of Business 2003 — 2007
Bachelors, Finance
Selden Frisbee Selden Frisbee's Diversified Trust Company Experience January 2014 - Present
Job Corporate Strategy Consultant, Entrepreneur
Industry Financial Services
Experience
Diversified Trust Company January 2014 - Present
Diversified Trust Company April 2012 - December 2013
Charles Schwab September 2009 - April 2012
Charles Schwab August 2006 - September 2009
Diversified Trust Company July 2005 - December 2005
Accenture August 2002 - June 2004
Fisher Investments May 2002 - August 2002
Merrill Lynch May 2000 - August 2000
Skills
Wealth Management, Financial Services, Business Strategy, Management Consulting, Corporate Development, Project Management, Investments, Financial Modeling, Asset Managment, Venture Development, Strategic Financial..., Valuation, Equities, Private Equity, Mergers & Acquisitions, Alternative Investments, Entrepreneurship, Asset Management, Management
Education
Vanderbilt University - Owen Graduate School of Management 2004 — 2006
MBA
University of Montana 1997 — 2001
B.S.
Diversified Trust Company January 2014 - Present
Diversified Trust Company April 2012 - December 2013
Charles Schwab September 2009 - April 2012
Charles Schwab August 2006 - September 2009
Diversified Trust Company July 2005 - December 2005
Accenture August 2002 - June 2004
Fisher Investments May 2002 - August 2002
Merrill Lynch May 2000 - August 2000
Skills
Wealth Management, Financial Services, Business Strategy, Management Consulting, Corporate Development, Project Management, Investments, Financial Modeling, Asset Managment, Venture Development, Strategic Financial..., Valuation, Equities, Private Equity, Mergers & Acquisitions, Alternative Investments, Entrepreneurship, Asset Management, Management
Education
Vanderbilt University - Owen Graduate School of Management 2004 — 2006
MBA
University of Montana 1997 — 2001
B.S.
Ashley Mayfield Ashley Mayfield's Diversified Trust Company Experience March 2000 - Present
Job Director and Principal at Diversified Trust Company
Industry Financial Services
Experience
Diversified Trust Company March 2000 - Present
SSM Partners August 1978 - December 1999
Skills
Wealth Management, Investments, Private Equity, Asset Management, Alternative Investments, Portfolio Management, Asset Allocation, Strategic Financial..., High Net Worth...
Education
Harvard Business School 1976 — 1978
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of North Carolina at Chapel Hill 1972 — 1976
Bachelor of Arts (B.A.), Economics
Diversified Trust Company March 2000 - Present
SSM Partners August 1978 - December 1999
Skills
Wealth Management, Investments, Private Equity, Asset Management, Alternative Investments, Portfolio Management, Asset Allocation, Strategic Financial..., High Net Worth...
Education
Harvard Business School 1976 — 1978
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of North Carolina at Chapel Hill 1972 — 1976
Bachelor of Arts (B.A.), Economics
Richard Chotard Richard Chotard's Diversified Trust Company Experience November 2012 - November 2013
Job Attorney
Industry Law Practice
Experience
University of Memphis October 2014 - Present
Counsel On Call February 2014 - December 2014
Diversified Trust Company November 2012 - November 2013
Morgan Keegan May 2006 - September 2012
Regions Bank December 2004 - May 2006
Education
Emory University School of Law 2000 — 2003
Doctor of Law (JD)
Georgetown University 1994 — 1998
Bachelor of Business Administration (BBA)
University of Memphis October 2014 - Present
Counsel On Call February 2014 - December 2014
Diversified Trust Company November 2012 - November 2013
Morgan Keegan May 2006 - September 2012
Regions Bank December 2004 - May 2006
Education
Emory University School of Law 2000 — 2003
Doctor of Law (JD)
Georgetown University 1994 — 1998
Bachelor of Business Administration (BBA)
Frank Benton Frank Benton's Diversified Trust Company Experience January 2010 - Present
Job Principal at Diversified Trust Company
Industry Financial Services
Experience
Diversified Trust Company January 2010 - Present
Skills
Portfolio Management, Wealth Management, Asset Managment
Education
Wake Forest University School of Law
JD
Indiana University Bloomington
Diversified Trust Company January 2010 - Present
Skills
Portfolio Management, Wealth Management, Asset Managment
Education
Wake Forest University School of Law
JD
Indiana University Bloomington
Morrow Bailey Morrow Bailey's Diversified Trust Company Experience August 2005 - August 2008
Job Walnut Grove Capital Partners
Industry Investment Management
Experience
Walnut Grove Capital Partners May 2013 - Present
Trivantis February 2015 - Present
The Wise Company February 2015 - Present
Columbia Wanger Asset Management August 2010 - April 2013
Diversified Trust Company August 2005 - August 2008
Stephens Inc. July 2004 - August 2005
Skills
Equities, Valuation, Capital Markets, Corporate Finance, Financial Modeling, Portfolio Management, Asset Managment, Alternative Investments, Financial Analysis, Private Equity, Venture Capital, Investments, Equity Research, Asset Management, Wealth Management, Asset Allocation, Bloomberg
Education
The University of Chicago Booth School of Business 2008 — 2010
MBA, Economics, Entrepreneurship, Finance
University of Mississippi 2003 — 2004
Master of Accountancy, Accounting
University of Mississippi 1999 — 2003
Bachelor of Accountancy, Accounting
Walnut Grove Capital Partners May 2013 - Present
Trivantis February 2015 - Present
The Wise Company February 2015 - Present
Columbia Wanger Asset Management August 2010 - April 2013
Diversified Trust Company August 2005 - August 2008
Stephens Inc. July 2004 - August 2005
Skills
Equities, Valuation, Capital Markets, Corporate Finance, Financial Modeling, Portfolio Management, Asset Managment, Alternative Investments, Financial Analysis, Private Equity, Venture Capital, Investments, Equity Research, Asset Management, Wealth Management, Asset Allocation, Bloomberg
Education
The University of Chicago Booth School of Business 2008 — 2010
MBA, Economics, Entrepreneurship, Finance
University of Mississippi 2003 — 2004
Master of Accountancy, Accounting
University of Mississippi 1999 — 2003
Bachelor of Accountancy, Accounting
Nicholas Hoffman Nicholas Hoffman's Diversified Trust Company Experience 2002 - 2007
Job CEO, Nicholas Hoffman & Company, LLC
Industry Investment Management
Experience
Nicholas Hoffman & Company, LLC 2007 - Present
Diversified Trust Company 2002 - 2007
Balentine & Company 1992 - 2002
Skills
Private Equity
Education
University of Exeter 1974 — 1977
Nicholas Hoffman & Company, LLC 2007 - Present
Diversified Trust Company 2002 - 2007
Balentine & Company 1992 - 2002
Skills
Private Equity
Education
University of Exeter 1974 — 1977
Sam Graham's Diversified Trust Company Experience July 2011 - Present
Job CEO Diversified Trust Company
Industry Financial Services
Experience
Diversified Trust Company July 2011 - Present
Diversified Trust Company 1994 - July 2011
First Tennessee Bank 1986 - 1993
Ernst & Young September 1984 - August 1986
Skills
Wealth Management, Investments, Asset Management, Alternative Investments, Portfolio Management, Estate Planning, Private Equity, Asset Allocation, Strategic Financial..., Equities, Fixed Income, Financial Services, Investment Strategies, Investment Advisory, Securities, Financial Analysis, Investment Management, Valuation, Financial Modeling, Retirement Planning
Education
University of Memphis - Graduate School of Business and Economics 1984 — 1986
M.B.A.
University of Tennessee-Knoxville - College of Business Administration 1980 — 1984
Bachelor of Science, Finance and Investments
Memphis University School 1976 — 1980
Diversified Trust Company July 2011 - Present
Diversified Trust Company 1994 - July 2011
First Tennessee Bank 1986 - 1993
Ernst & Young September 1984 - August 1986
Skills
Wealth Management, Investments, Asset Management, Alternative Investments, Portfolio Management, Estate Planning, Private Equity, Asset Allocation, Strategic Financial..., Equities, Fixed Income, Financial Services, Investment Strategies, Investment Advisory, Securities, Financial Analysis, Investment Management, Valuation, Financial Modeling, Retirement Planning
Education
University of Memphis - Graduate School of Business and Economics 1984 — 1986
M.B.A.
University of Tennessee-Knoxville - College of Business Administration 1980 — 1984
Bachelor of Science, Finance and Investments
Memphis University School 1976 — 1980
Stephen Vogel, CFA Stephen Vogel, CFA's Diversified Trust Company Experience September 2011 - December 2014
Job President at Corvus Capital Management
Industry Investment Management
Experience
Corvus Capital Management December 2014 - Present
Diversified Trust Company September 2011 - December 2014
First Tennessee Bank August 2010 - September 2011
First Tennessee Bank September 2008 - August 2010
Skills
Wealth Management, Portfolio Management, Investments, Credit Analysis, Financial Analysis, Asset Management, Alternative Investments, Financial Planning, Technology, Computer Hardware
Education
College of Charleston 2003 — 2007
Bachelor of Business Administration (BBA), Finance
Memphis University School 1997 — 2003
Corvus Capital Management December 2014 - Present
Diversified Trust Company September 2011 - December 2014
First Tennessee Bank August 2010 - September 2011
First Tennessee Bank September 2008 - August 2010
Skills
Wealth Management, Portfolio Management, Investments, Credit Analysis, Financial Analysis, Asset Management, Alternative Investments, Financial Planning, Technology, Computer Hardware
Education
College of Charleston 2003 — 2007
Bachelor of Business Administration (BBA), Finance
Memphis University School 1997 — 2003
Richard Moore III's Diversified Trust Company Experience June 2007 - August 2007
Job Director of Asset Management at LehmanRoberts Company
Industry Construction
Experience
Lehman-Roberts Company August 2012 - Present
Lehman-Roberts Company October 2010 - August 2012
Lehman-Roberts Company July 2008 - September 2010
Diversified Trust Company June 2007 - August 2007
Commodity Futures Trading Commission December 2005 - July 2006
Export-Import Bank of the United States January 2005 - December 2005
FedEx Services May 2003 - August 2003
FedEx Express September 2002 - August 2003
Education
Vanderbilt University - Owen Graduate School of Management 2006 — 2008
MBA, Finance, Strategy
University of North Carolina at Chapel Hill 1998 — 2002
BA, Economics, Management
Memphis University School 1992 — 1998
Lehman-Roberts Company August 2012 - Present
Lehman-Roberts Company October 2010 - August 2012
Lehman-Roberts Company July 2008 - September 2010
Diversified Trust Company June 2007 - August 2007
Commodity Futures Trading Commission December 2005 - July 2006
Export-Import Bank of the United States January 2005 - December 2005
FedEx Services May 2003 - August 2003
FedEx Express September 2002 - August 2003
Education
Vanderbilt University - Owen Graduate School of Management 2006 — 2008
MBA, Finance, Strategy
University of North Carolina at Chapel Hill 1998 — 2002
BA, Economics, Management
Memphis University School 1992 — 1998
Jeffrey Buck, CFA's Diversified Trust Company Experience March 2011 - Present
Job Principal at Diversified Trust Company
Industry Financial Services
Experience
Diversified Trust Company March 2011 - Present
Alpha Capital Management November 2006 - November 2010
Wilmington Trust Investment Management February 2005 - November 2006
Homrich Berg February 2003 - February 2005
Atlantic Trust September 1999 - February 2003
Alex. Brown & Sons January 1992 - May 1997
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Equities, Investment Strategies, Investments, Portfolio Management, Asset Management, Wealth Management, Investment Management, Valuation, Securities, Mutual Funds, Investment Advisory, Fixed Income
Education
Syracuse University - Maxwell School of Citizenship and Public Affairs
Bachelor of Arts (BA), Economics
Diversified Trust Company March 2011 - Present
Alpha Capital Management November 2006 - November 2010
Wilmington Trust Investment Management February 2005 - November 2006
Homrich Berg February 2003 - February 2005
Atlantic Trust September 1999 - February 2003
Alex. Brown & Sons January 1992 - May 1997
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Equities, Investment Strategies, Investments, Portfolio Management, Asset Management, Wealth Management, Investment Management, Valuation, Securities, Mutual Funds, Investment Advisory, Fixed Income
Education
Syracuse University - Maxwell School of Citizenship and Public Affairs
Bachelor of Arts (BA), Economics
Joseph Kemble, MBA's Diversified Trust Company Experience 2012 - April 2015
Job Vice President at Diversified Trust Company
Industry Financial Services
Experience
Diversified Trust Company 2012 - April 2015
Central Parking System 2011 - September 2012
Deutsche Bank 2008 - 2010
Deutsche Bank 2003 - 2008
Skills
Financial Services, Cash Management, Securities, Treasury Management, Financial Modeling, Account Reconciliation, Banking, Investments, Financial Analysis, Management, Financial Risk, Fixed Income, Portfolio Management, Equities, Risk Management, Private Equity, Valuation, Strategic Financial..., Corporate Trust, Operations Management, Asset Management, Project Management, Key Performance..., Financial Regulation, Strategy, Reconciliation, Bank Operations, Process Improvement, Customer Relations, Call Centers, Financial Planning, Finance, Forecasting, Budget Forecasts, Strategic Planning, Accounting
Education
Lipscomb University 2013 — 2014
Master of Business Administration (MBA), Finance, General
Welch College 1991 — 1995
Bachelor of Science (B.S.), Business Management
Diversified Trust Company 2012 - April 2015
Central Parking System 2011 - September 2012
Deutsche Bank 2008 - 2010
Deutsche Bank 2003 - 2008
Skills
Financial Services, Cash Management, Securities, Treasury Management, Financial Modeling, Account Reconciliation, Banking, Investments, Financial Analysis, Management, Financial Risk, Fixed Income, Portfolio Management, Equities, Risk Management, Private Equity, Valuation, Strategic Financial..., Corporate Trust, Operations Management, Asset Management, Project Management, Key Performance..., Financial Regulation, Strategy, Reconciliation, Bank Operations, Process Improvement, Customer Relations, Call Centers, Financial Planning, Finance, Forecasting, Budget Forecasts, Strategic Planning, Accounting
Education
Lipscomb University 2013 — 2014
Master of Business Administration (MBA), Finance, General
Welch College 1991 — 1995
Bachelor of Science (B.S.), Business Management
Larry Bryan's Diversified Trust Company Experience 1993 - Present
Job Founder and Director, Diversified Trust Company
Industry Financial Services
Experience
Diversified Trust Company 1993 - Present
Education
University of Mississippi 1970 — 1974
Diversified Trust Company 1993 - Present
Education
University of Mississippi 1970 — 1974
Mary Traylor Larus's Diversified Trust Company Experience March 2012 - Present
Job Senior Associate at Diversified Trust Company
Industry Insurance
Experience
Diversified Trust Company March 2012 - Present
Nease Lagana Eden and Culley April 2005 - March 2012
Peachtree Planning Corporation September 2004 - March 2005
Skills
Insurance, Life Insurance, Disability Insurance, Strategic Financial..., Series 63, Management, Series 6, Customer Service, Estate Planning, Underwriting, Investments, Microsoft Office, Marketing, Fixed Annuities, Portfolio Management, Wealth Management, New Business Development, Asset Allocation, Asset Management, Alternative Investments, Long-term Care, Financial Planning
Education
Furman University 1997 — 2001
Bachelor of Arts, Business Administration
Diversified Trust Company March 2012 - Present
Nease Lagana Eden and Culley April 2005 - March 2012
Peachtree Planning Corporation September 2004 - March 2005
Skills
Insurance, Life Insurance, Disability Insurance, Strategic Financial..., Series 63, Management, Series 6, Customer Service, Estate Planning, Underwriting, Investments, Microsoft Office, Marketing, Fixed Annuities, Portfolio Management, Wealth Management, New Business Development, Asset Allocation, Asset Management, Alternative Investments, Long-term Care, Financial Planning
Education
Furman University 1997 — 2001
Bachelor of Arts, Business Administration
Jessica Stembridge's Diversified Trust Company Experience 2007 - Present
Job Business Manager at Diversified Trust Company
Industry Financial Services
Experience
Diversified Trust Company 2007 - Present
Skills
Portfolio Management, Wealth Management
Education
Kennesaw State University - Michael J. Coles College of Business 2009 — 2010
MBA, Business
University of Florida 2001 — 2004
Bachelor of Science (B.S.), Advertising
Diversified Trust Company 2007 - Present
Skills
Portfolio Management, Wealth Management
Education
Kennesaw State University - Michael J. Coles College of Business 2009 — 2010
MBA, Business
University of Florida 2001 — 2004
Bachelor of Science (B.S.), Advertising
Randy Simpson's Diversified Trust Company Experience 2005 - March 2012
Job Chief Information Systems Officer at Education Realty Trust
Industry Real Estate
Experience
Education Realty Trust 2012 - Present
Diversified Trust Company 2005 - March 2012
Consultant August 2003 - May 2005
RFS Hotel Investors May 1994 - July 2003
Synchronics May 1992 - May 1994
Skills
Strategic Financial..., Asset Management, Project Management, Portfolio Management, Financial Analysis, Process Improvement, Vendor Management, Financial Services, Asset Managment, Operations Management, Risk Management
Education
University of Memphis 1991 — 1992
2nd Major, Management Information Systems, General
The University of Memphis 1986 — 1990
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Education Realty Trust 2012 - Present
Diversified Trust Company 2005 - March 2012
Consultant August 2003 - May 2005
RFS Hotel Investors May 1994 - July 2003
Synchronics May 1992 - May 1994
Skills
Strategic Financial..., Asset Management, Project Management, Portfolio Management, Financial Analysis, Process Improvement, Vendor Management, Financial Services, Asset Managment, Operations Management, Risk Management
Education
University of Memphis 1991 — 1992
2nd Major, Management Information Systems, General
The University of Memphis 1986 — 1990
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Jake Cason's Diversified Trust Company Experience March 2008 - October 2011
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
Lisa O'Connell, CFP®'s Diversified Trust Company Experience February 2009 - Present
Job Senior Vice President at Diversified Trust Company
Industry Financial Services
Experience
Diversified Trust Company February 2009 - Present
Abbott Laboratories July 1996 - August 1998
Sprint 1991 - 1994
Deloitte January 1987 - December 1990
Skills
Wealth Management, Investments, Asset Allocation, Portfolio Management, Asset Management, Financial Analysis, High Net Worth..., Strategy, Due Diligence
Education
Northwestern University - Kellogg School of Management 1994 — 1996
MM, Marketing
Kansas State University, Manhattan, KS
BS, Accounting and Finance
Diversified Trust Company February 2009 - Present
Abbott Laboratories July 1996 - August 1998
Sprint 1991 - 1994
Deloitte January 1987 - December 1990
Skills
Wealth Management, Investments, Asset Allocation, Portfolio Management, Asset Management, Financial Analysis, High Net Worth..., Strategy, Due Diligence
Education
Northwestern University - Kellogg School of Management 1994 — 1996
MM, Marketing
Kansas State University, Manhattan, KS
BS, Accounting and Finance
Julie Byars's Diversified Trust Company Experience January 2002 - August 2012
Job CPA at Carmichael, Brasher, Tuvell & Company
Industry Financial Services
Experience
Carmichael, Brasher, Tuvell & Company February 2014 - Present
Diversified Trust Company January 2002 - August 2012
Education
University of Georgia - Terry College of Business 1978 — 1980
Bachelor of Business Administration (BBA), Accounting
Carmichael, Brasher, Tuvell & Company February 2014 - Present
Diversified Trust Company January 2002 - August 2012
Education
University of Georgia - Terry College of Business 1978 — 1980
Bachelor of Business Administration (BBA), Accounting