Enterprise Group of Funds

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Enterprise Group of Funds Employees

Employee
Years
Job
Industry
Sherry Graham Sherry Graham Greater Atlanta Area Details
Sherry Graham's Enterprise Group of Funds Experience 2004 - 2007
Job Senior Business Analyst at Federal Reserve Bank of Atlanta
Industry Financial Services
Experience
Federal Reserve Bank of Atlanta  May 2007 - Present
Enterprise Group of Funds   2004 - 2007
SunTrust Investment Services  2002 - 2004

Skills
Banking

Education
The University of Georgia

Jeffrey Kendall, CFP® Jeffrey Kendall, CFP® Charlotte, North Carolina Area Details
Jeffrey Kendall, CFP®'s Enterprise Group of Funds Experience April 2000 - April 2004
Job Vice President Karp Financial Strategies
Industry Financial Services
Experience
Karp Financial Strategies   December 2007 - Present
Capital Management Group  May 2004 - December 2007
Enterprise Group of Funds   April 2000 - April 2004

Skills
Financial Planning, Fee-based Planning, Retirement Planning, Investment Advisory, Hourly Consulting, Estate Planning, Investments, Wealth Management, Retirement, Financial Advisory, Financial Services, Succession Planning, Life Insurance, 529 Plans, Finance, Pensions, Investment Management, Financial Planners, Entrepreneurship, Wealth, Securities, Management, Sales

Education
Auburn University   1987 — 1992
BS, Applied Mathematics

Gaither HS   1984 — 1987

Kristin Meyer Kristin Meyer Greater Atlanta Area Details
Kristin Meyer's Enterprise Group of Funds Experience 2000 - 2003
Job CRM at Mansfield Oil
Industry Oil & Energy
Experience
Mansfield Oil Company  October 2014 - Present
Mansfield Oil Company  September 2012 - September 2014
Mansfield Oil Company  December 2009 - September 2012
Mansfield Oil Company  December 2007 - December 2009
Mansfield Oil Company  February 2003 - December 2007
Enterprise Group of Funds   2000 - 2003
Yamaha Motor Corporation  January 1996 - August 2000

Skills
Marketing, Strategic Planning, Contract Negotiation, New Business Development, Market Research, Marketing Strategy, Account Management, Business Development, CRM, Advertising, Product Management, Public Relations, Strategy, Lead Generation, Energy, Management, Marketing Communications, Forecasting, Sales, Analysis, Market Planning, Leadership, Logistics, Training, Sales Operations, Start-ups, Product Development, Event Planning, Pricing, Customer Service, Project Planning, Competitive Analysis, Negotiation

Education
The University of Georgia   1995 — 1999
Bachelors, Consumer Economics

Valdosta High School

Valdosta High School

Craig Covington, CAIA Craig Covington, CAIA Greater Atlanta Area Details
Craig Covington, CAIA's Enterprise Group of Funds Experience 2005 - 2007
Job Senior Vice President, Investment Products at Triad Advisors
Industry Investment Management
Experience
Triad Advisors  October 2007 - Present
JGI Capital   October 2006 - September 2007
Enterprise Group of Funds   2005 - 2007
Wells Real Estate Funds  2002 - 2004
H&R Block Financial Advisors  2000 - 2002

Skills
Securities, Investments, Alternative Investments, Mutual Funds, Series 7, Series 63, Wealth Management, Finance, Series 24, Series 65, Private Equity, Asset Management, Portfolio Management, Asset Allocation, Investment Advisory, Retirement Planning, FINRA, Financial Advisory, Equities, Investment Management, 401k

Education
Auburn University   1995 — 2000
Finance

Chad Dixon Chad Dixon Jacksonville, Florida Area Details
Chad Dixon's Enterprise Group of Funds Experience 1998 - 2004
Job Vice President at Bank of the Ozarks
Industry Banking
Experience
Bank of the Ozarks  October 2005 - Present
Merrill Lynch  2004 - 2005
Enterprise Capital  February 1998 - 2004
Enterprise Group of Funds   1998 - 2004
Enterprise Fund Distributors  1998 - 2004

Skills
Mutual Funds, Series 7, Community Development, Business Development, Investments, Banking, Portfolio Management, Leadership, Financial Services, Management, Real Estate, Retirement Planning, Sales

Education
Georgia Banking School   2009 — 2011

Georgia Southern University - College of Business Administration   1994 — 1996
Business, Finance

Lisa Kinard Brown Lisa Kinard Brown Greater Atlanta Area Details
Lisa Kinard Brown's Enterprise Group of Funds Experience 1997 - 2003
Job Managing Director Emerging Markets
Industry Financial Services
Experience
Mass Mutual  April 2013 - Present
Transamerica Retirement Services  September 2007 - April 2013
John Hancock  October 2003 - October 2007
Enterprise Capital  November 1997 - October 2003
Enterprise Capital Managment   1997 - October 2003
Enterprise Group of Funds   1997 - 2003
AXA Enterprise  1997 - 2002
Enterprise Capital Management  1997 - 2002

Skills
401k, Mutual Funds, Series 6, Retirement Planning, Retirement, Retirement Plan..., Investments, Asset Allocation, Defined Benefit, Series 63

Education
College of Charleston   1990 — 1997
Bachelor's of Science, Business Administration and Management, General

Dustin Waller Dustin Waller Atlanta, Georgia Details
Dustin Waller's Enterprise Group of Funds Experience January 2002 - March 2004
Job Business Development Consultant at Swerdlin & Company
Industry Financial Services
Experience
Swerdlin & Company  October 2013 - Present
Acuff & Associates  April 2012 - September 2013
John Hancock  January 2008 - November 2011
John Hancock  April 2004 - December 2007
Enterprise Group of Funds   January 2002 - March 2004
Wachovia Securities  January 1998 - January 2002

Skills
401k, Pensions, Deferred Compensation, Series 7, Retirement, Series 63, Employee Benefits, Wholesaling, Retirement Planning, Mutual Funds, Investments, Asset Allocation, Wealth Management, Defined Benefit, Finance, Financial Services, Investment Advisory

Education
The University of Georgia   1993 — 1997
Bachelor of Science (B.S.), Consumer Economics

Owen Mulvaney Owen Mulvaney Pittsburgh, Pennsylvania Details
Owen Mulvaney's Enterprise Group of Funds Experience March 2004 - April 2005
Job Regional Vice President at NorthStar Securities, LLC
Industry Financial Services
Experience
NorthStar Securities, LLC  June 2014 - Present
Select Capital Corporation   February 2013 - June 2014
Inland Securities   June 2008 - February 2013
Wells Real Estate Funds  July 2006 - May 2008
Planco/The Hartford Mutual Funds   2005 - 2006
Enterprise Group of Funds   March 2004 - April 2005
Federated Investors  January 2002 - February 2004

Skills
401k, Alternative Investments, Series 7, Mutual Funds, Investments, Retirement, Securities, Retirement Planning, Investment Advisory, Financial Analysis

Education
University of Pittsburgh   1997 — 2001
BSBA, Marketing

Plum Senior High School   1993 — 1997

Jon Cowles Jon Cowles Charlotte, North Carolina Area Details
Jon Cowles's Enterprise Group of Funds Experience 1994 - 2007
Job Wholesaler at Janus Capital Group
Industry Financial Services
Experience
Janus Capital Group  April 2007 - Present
Enterprise Capital  July 1994 - April 2007
Enterprise Capital Management  2000 - 2007
AXA Enterprise  2000 - 2007
Enterprise Fund Distributors, Inc.   1994 - 2007
Enterprise Group of Funds   1994 - 2007

Education
University of Georgia

Steve Ressler, AIF, RPA Steve Ressler, AIF, RPA Knoxville, Tennessee Area Details
Steve Ressler, AIF, RPA's Enterprise Group of Funds Experience 2000 - 2004
Job Senior Relationship Manager, Mass Mutual Retirement Services
Industry Financial Services
Experience
MassMutual Retirement Services  November 2008 - Present
USI Consulting Group  October 2004 - November 2008
Enterprise Group of Funds   2000 - 2004

Skills
Better Presentations..., Defined Benefit, Defined Contribution, Financial Services, Business Development, Series 6, 401k, Series 63, Retirement, Pensions, Retirement Planning, Fixed Annuities, Mutual Funds, Investment Advisory, Asset Allocation, Retirement Plan..., Investments, Strategic Financial..., Insurance, Profit Sharing, Wealth Management, Qualified Retirement..., Alternative Investments, 401k Rollovers, Financial Analysis, Roth IRA

Education
Middle Tennessee State University   1994 — 1999
Bachelors of Business Administration, Business