Enterprise Group of Funds
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Enterprise Group of Funds Employees
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
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
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
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
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
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
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
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
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
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