Financial Design Associates

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Financial Design Associates Employees

Employee
Years
Job
Industry
Casey Carver Casey Carver Jacksonville, Florida Area Details
Casey Carver's Financial Design Associates Experience Mortgage Litigation Specialist IIBank of AmericaJanuary 2012 - Present
Job Bank of America
Industry Legal Services
Experience
Financial Design Associates   Mortgage Litigation Specialist IIBank of AmericaJanuary 2012 - Present

Skills
Account Management, Cold Calling, Customer Service, Insurance, Leadership, Marketing, Microsoft Office, Public Speaking, Sales, Strategic Planning

Education
University of North Florida   1999 — 2002
BA, Political Science

David Hills David Hills Houston, Texas Area Details
David Hills's Financial Design Associates Experience June 2008 - September 2009
Job Senior Vice President Senior Wealth Advisor at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust  July 2012 - Present
JPMorgan Chase  October 2009 - May 2012
Financial Design Associates   June 2008 - September 2009
US Navy  May 2002 - June 2008

Skills
Investments, Asset Management, Risk Management, Asset Allocation, Private Equity, Finance, Program Management, Financial Modeling, Alternative Investments, Military, Security Clearance, DoD, Operational Planning, Business Strategy, Team Leadership, Financial Analysis, Military Operations, Government, Business Development, Wealth Management, Military Experience

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2013 — 2015
Master of Business Administration (MBA)

United States Naval Academy   1998 — 2002
Bachelor's of Science, Economics

Shaker High School

Albert Coles Albert Coles San Francisco Bay Area Details
Albert Coles's Financial Design Associates Experience February 1989 - February 2009
Job Founder CBD Science, LLC
Industry Health, Wellness and Fitness
Experience
CBD Science, LLC   February 2010 - Present
Financial Design Associates   February 1989 - February 2009
BDA  1991 - 1993
Business Design Associates, Inc.   September 1989 - December 1991
Trader on the NYFE   February 1987 - October 1989
Merrill Lynch  April 1980 - January 1987

Skills
Public Speaking, Wellness, Research, Healthcare, Community Outreach

Education
University of California, Berkeley   1989 — 1992
PFP, Personal Financial Planning

Maharishi University of Management   1975 — 1978
BA, Interdiscipline

Boston College   1975 — 1976

Steven Glenn,CLU,ChFC,MSFS,MSM Steven Glenn,CLU,ChFC,MSFS,MSM Jacksonville, Florida Area Details
Steven Glenn,CLU,ChFC,MSFS,MSM's Financial Design Associates Experience October 2012 - Present
Job Agency Director of Advanced Planning at Financial Design Associates
Industry Financial Services
Experience
Financial Design Associates   October 2012 - Present
The Glenn Planning Group   June 1970 - September 2012
UBS  April 1998 - December 2007
Sun Life Financial  February 1992 - December 1997
Principal Financial Group  March 1979 - December 1983

Skills
Retirement Planning, Fixed Annuities, Insurance, Retirement, Financial Advisory, Finance, Investments, Securities, Mutual Funds

Education
University of Miami   1964 — 1970
Bachelor of Arts (B.A.), Sociology

The American College   1970 — 1976
Chartered Life Underwriter

The American College   1980 — 1982
Chartered Financial Consultant

The American College   1983 — 1988
Master of Science in Financial Services

The American College   1983 — 1988
Master of Science in Management

Scott Cornick Scott Cornick Decatur, Georgia Details
Scott Cornick's Financial Design Associates Experience 2013 - 2015
Job Student at Emory University
Industry Financial Services
Experience
Financial Design Associates   2013 - 2015

Skills
Microsoft Office, Microsoft Excel, Public Speaking, PowerPoint, Microsoft Word, Research, Data Analysis, Leadership, Marketing, Statistical Data...

Education
Emory University   2009 — 2013
Bachelor's Degree, Political Science and Government, 3.65

Maine South

Tyler Corn, CFA Tyler Corn, CFA Jacksonville, Florida Area Details
Tyler Corn, CFA's Financial Design Associates Experience December 2012 - July 2014
Job Partner at Barnett Wealth Advisors
Industry Financial Services
Experience
Barnett Wealth Advisors   July 2014 - Present
Financial Design Associates   December 2012 - July 2014
Merrill Lynch  February 2012 - June 2012
Merrill Lynch  February 2011 - March 2012
Fidelity Investments  January 2008 - March 2011
Prosperity Bank  August 2006 - April 2008

Skills
Investments, Portfolio Management, Fixed Income, Financial Analysis, Wealth Management

Education
Elon University   2001 — 2005
BS

Susan Phan Susan Phan Greater Atlanta Area Details
Susan Phan's Financial Design Associates Experience August 2015 - Present
Job Financial Advisor
Industry Higher Education
Experience
Financial Design Associates   August 2015 - Present

Skills
Program Management, Project Coordination, Team Management, Proformas, Customer Service, Event Planning, Microsoft Office, Childcare, Elementary Education, Higher Education, Research, Leadership, Teamwork

Education
Emory University   2010 — 2014
Bachelor of Arts (BA)

Julie Chancellor Julie Chancellor Jacksonville, Florida Details
Julie Chancellor's Financial Design Associates Experience September 2014 - Present
Job Director of Recruiting | Financial Design Associates, MassMutual Financial Group Jacksonville, FL | Savannah, GA
Industry Financial Services
Experience
Financial Design Associates   September 2014 - Present

Education
Troy University   1999 — 2003
Bachelor's degree, Broadcast Journalism & Public Relations

Doug Lareau Doug Lareau Jacksonville, Florida Details
Doug Lareau's Financial Design Associates Experience February 2001 - December 2009
Job Project Manager II Golf Operations
Industry Information Technology and Services
Experience
Information and Display Systems a Division of SMT   January 2011 - Present
ScanMD LLC   June 2010 - January 2011
Financial Design Associates   February 2001 - December 2009
Financial Design Associates   February 2001 - December 2009
Financial Design Associates   February 2001 - February 2007
TEKSystems, Inc  October 2000 - January 2001
U.S. Navy   January 1981 - January 2001

Skills
Servers, Program Management, Operations Management, Microsoft Office, HP

Education
Saint Leo University
BA, Business Administration - Information Technology/MIS

Florida State College at Jacksonville
Associates, Science Industrial Management

University of North Florida

New Horizons Computer Learning Center

Brian Dietz Brian Dietz Miami/Fort Lauderdale Area Details
Brian Dietz's Financial Design Associates Experience August 2010 - October 2011
Job GAT National Sales Director
Industry Sports
Experience
GAT (German American Technologies)   April 2015 - Present
GAT (German American Technologies)   March 2011 - April 2015
Financial Design Associates   August 2010 - October 2011
Northwestern Mutual  March 2009 - August 2010
Superior Health Management   January 2007 - March 2009

Skills
Retirement, Fitness, Customer Service, Selling, Recruiting, Sales, Retirement Planning, Coaching, Leadership, Management, Marketing, Marketing Strategy, Social Media Marketing, Social Networking, Team Building

Education
University of North Florida   2001 — 2006
BS, Political Science & Health

Robert Eleazer Robert Eleazer Jacksonville, Florida Details
Robert Eleazer's Financial Design Associates Experience 2011 - 2012
Job Media Services Coordinator at The Cross Agency
Industry Marketing and Advertising
Experience
The Cross Agency  August 2015 - Present
Murphy Pipeline Contractors   May 2014 - Present
Keller Williams Jacksonville   July 2013 - April 2014
Financial Design Associates   2011 - 2012
Incepture  September 2009 - May 2011
CARCO Group, Inc.   September 2000 - August 2007

Skills
Marketing, Public Relations, Social Media Marketing, Public Speaking, Social Networking, Event Management, Event Planning, Social Media, Sales, Microsoft Office, Marketing Communications, Outlook, Marketing Strategy, Editing, Research, Email Marketing, Microsoft Word, Negotiation, Press Releases, Facebook, Analysis, Team Leadership, PowerPoint, Market Research, Microsoft Excel, Government, Health Insurance, Policy, International Relations, Data Analysis, Nonprofits, Project Planning, Media Relations, Insurance, Creative Writing, Blogging, Newsletters, Animoto, HTML, MS Project, CRM, CMS, Email Campaigning, Trade Shows, Google Maps API, Vocus

Education
East Carolina University
Bachelor of Arts, Political Science and Government/German

Meghan Green Meghan Green Jacksonville, Florida Area Details
Meghan Green's Financial Design Associates Experience February 2013 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Financial Design Associates   February 2013 - Present
CleanTeam LLC   February 2011 - February 2013
PGA TOUR  May 2011 - August 2011

Skills
Innovation, Strategic Leadership, German, Golf, Direct Sales, Networking, Microsoft Office, Business Planning, Venture Financing, Market Analysis, Customer Relations, International Relations, Entrepreneurship, Problem Solving, Social Networking, Team Leadership, Teamwork, Start-ups, Facebook, Market Research, Research, Creative Problem Solving, Insurance, Retirement Planning, Finance, Long Term Care Insurance, Disability Insurance, Money, Wealth Management, Retirement

Education
Elon University   2008 — 2012
BSBA, Majors: Entrepreneurship and Marketing-- Minor: German Studies

Elon University - Martha and Spencer Love School of Business   2008 — 2012
Bachelor of Science, Business Administration, Marketing and Entrepreneurship

Episcopal High School   2002 — 2008

Kathy Shepard Kathy Shepard Jacksonville, Florida Area Details
Kathy Shepard's Financial Design Associates Experience February 2013 - Present
Job Director of Operations/Associate Supervisory Officer at Mass Mutual Financial Design Associates
Industry Investment Management
Experience
Financial Design Associates   February 2013 - Present
SunTrust Investment Services  November 1999 - October 2012
SunTrust Bank  October 1994 - November 1999
Alliance Mortgage Company  August 1992 - October 1994
Bureau of Business Practice  April 1990 - May 1992

Skills
Series 7, Fixed Income, FINRA, Series 24, Banking, Team Building

Education
Frostburg State University   1988 — 1990

Kristy Meeler Kristy Meeler Athens, Georgia Area Details
Kristy Meeler's Financial Design Associates Experience January 2008 - Present
Job Financial Advisor at Financial Design Associates
Industry Financial Services
Experience
Financial Design Associates   January 2008 - Present
Broadstreet Capital Advisors, LLC   December 2004 - December 2007
Roemmich Wealth Strategists   October 2002 - July 2003

Education
University of Georgia - Terry College of Business   1997 — 2002
PhD, Financial Economics

University of Georgia - Terry College of Business   1993 — 1996
BA, Economics

Kathryn Benton, PhD Kathryn Benton, PhD Alpharetta, Georgia Details
Kathryn Benton, PhD's Financial Design Associates Experience January 2008 - August 2009
Job Sr. Manager Branch Controls at AXA Advisors
Industry Financial Services
Experience
AXA Advisors  September 2014 - Present
PNC Investments  August 2013 - September 2014
IFS Securities  February 2012 - August 2013
AXA Advisors, Inc.   August 2009 - July 2011
Financial Design Associates   January 2008 - August 2009
Capital Bank/Capital Factors   1990 - 1992
First Untion Bank   1988 - 1990
Shearson Leahman Brothers   1986 - 1988

Skills
Portfolio Management, Wealth Management, Strategic Financial..., Finance, Retirement Planning, Financial Analysis, Management, Financial Planning

Education
Nova Southeastern University, Graduate School of Humanities and Social Sciences   2000 — 2005
PhD, Conflict Analysis and Resolution

Nova Southeastern University, Huizenga School of Business and Entrepreneurship   1989 — 1991
MBA, Business

University of Georgia, Terry College of Business   1978 — 1982
BBA/Marketing, Marketing

James D. Patrick III James D. Patrick III Jacksonville, Florida Area Details
James D. Patrick III's Financial Design Associates Experience October 2011 - May 2012
Job Improving the bottom line of businesses of all sizes AND making life easier for payroll professionals everywhere!
Industry Banking
Experience
U.S. Bank   2015 - Present
FSV Payment Systems  2015 - Present
Sharingan Consulting   May 2014 - Present
Pentius  July 2014 - July 2015
Foundation Financial Group  March 2013 - April 2014
Foundation Financial Group  November 2012 - March 2013
Financial Design Associates   October 2011 - May 2012
CSX  2010 - 2011
Florida A&M University  2009 - 2010
Osram Sylvania  2005 - 2005

Skills
Financial Analysis, Access, Accounting, Analysis, Microsoft Excel, Insurance, PowerPoint, Microsoft Office, Outlook, Auditing, Strategic Financial..., PeopleSoft, Account Reconciliation, Customer Service, Sales, Financial Accounting, Finance, Microsoft Word, Management, Financial Services, Excel, Word, Sarbanes-Oxley Act, Skype, TeamViewer, Credit Analysis, Calyx Point, Market Research, Public Speaking, Process Improvement, Marketing, Research, Project Management

Education
Florida A&M University   2003 — 2010
MBA, Business

Florida A&M University
B.S., Business

Hillsborough High School
I.B. Diploma, International Baccalaureate Progamme