Financial Directions Group, Inc.
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Financial Directions Group, Inc. Employees
Employee
Years
Job
Industry
Daveena Tailor Daveena Tailor's Financial Directions Group, Inc. Experience May 2009 - May 2010
Job Process Design Analyst at Citrix
Industry Information Technology and Services
Experience
Citrix January 2014 - February 2015
Federal Reserve Board June 2013 - August 2013
Credit Suisse July 2011 - December 2012
Financial Directions Group, Inc. May 2009 - May 2010
Skills
Finance, Financial Services, Financial Reporting, Microsoft Excel, Financial Modeling, Research, Microsoft Word, Business Strategy, Project Management, Entrepreneurship, Series 7, Fixed Income, Valuation, Business Development, Public Speaking, Business Analysis, Teamwork, Bloomberg, Social Media, Investments, Banking, Strategic Planning, Analysis, Event Planning, Capital Markets, Data Analysis, Process Improvement, Financial Analysis, Access, Marketing, PowerPoint, Middle Office, Accounting, Equities, Sales, Statistics, Customer Service, Market Research, Microsoft Office, Risk Management, Investment Banking, Auditing, Management, Internal Controls
Education
University of Miami - School of Business 2013 — 2013
Master of Business Administration (M.B.A.)
North Carolina State University - College of Management 2006 — 2010
BS, Business Administration; Finance & Marketing
Citrix January 2014 - February 2015
Federal Reserve Board June 2013 - August 2013
Credit Suisse July 2011 - December 2012
Financial Directions Group, Inc. May 2009 - May 2010
Skills
Finance, Financial Services, Financial Reporting, Microsoft Excel, Financial Modeling, Research, Microsoft Word, Business Strategy, Project Management, Entrepreneurship, Series 7, Fixed Income, Valuation, Business Development, Public Speaking, Business Analysis, Teamwork, Bloomberg, Social Media, Investments, Banking, Strategic Planning, Analysis, Event Planning, Capital Markets, Data Analysis, Process Improvement, Financial Analysis, Access, Marketing, PowerPoint, Middle Office, Accounting, Equities, Sales, Statistics, Customer Service, Market Research, Microsoft Office, Risk Management, Investment Banking, Auditing, Management, Internal Controls
Education
University of Miami - School of Business 2013 — 2013
Master of Business Administration (M.B.A.)
North Carolina State University - College of Management 2006 — 2010
BS, Business Administration; Finance & Marketing
Jonathan P. Wackerly Jonathan P. Wackerly's Financial Directions Group, Inc. Experience April 2014 - Present
Job Operations Director at Financial Directions Group, Inc.
Industry Financial Services
Experience
Financial Directions Group, Inc. April 2014 - Present
Fidelity Investments 2006 - Present
Fidelity Investments September 2006 - October 2007
Fidelity Investments February 2001 - September 2006
Fidelity Investments September 1999 - March 2001
Fidelity Investments October 1996 - October 1999
Skills
401k, Financial Services, Management, Retirement, Series 63, Operations Management, Leadership, Team Leadership, Manage Client..., Client Relations Skills, Customer Service, Business Process..., Cross-functional Team..., Strategy
Education
University of Cincinnati
Marketing/Management
Financial Directions Group, Inc. April 2014 - Present
Fidelity Investments 2006 - Present
Fidelity Investments September 2006 - October 2007
Fidelity Investments February 2001 - September 2006
Fidelity Investments September 1999 - March 2001
Fidelity Investments October 1996 - October 1999
Skills
401k, Financial Services, Management, Retirement, Series 63, Operations Management, Leadership, Team Leadership, Manage Client..., Client Relations Skills, Customer Service, Business Process..., Cross-functional Team..., Strategy
Education
University of Cincinnati
Marketing/Management
Jason W. Carter, CFP® Jason W. Carter, CFP®'s Financial Directions Group, Inc. Experience April 2013 - Present
Job CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
Financial Directions Group, Inc. April 2013 - Present
Townsend Asset Management Corp. February 2012 - April 2013
Wiles Wealth Management August 2010 - December 2011
Navigon Financial Group, Inc October 2008 - June 2010
Skills
Retirement Planning, Strategic Financial..., Investments, Estate Planning, Asset Managment, Risk Management, IRAs, Tax Planning, Portfolio Management, Disability Insurance, Asset Management, Retirement, Financial Advisory, Finance, Securities
Education
Universidad de Salamanca
Wake Forest University
B.A.
Duke University
CFA Institute
Financial Directions Group, Inc. April 2013 - Present
Townsend Asset Management Corp. February 2012 - April 2013
Wiles Wealth Management August 2010 - December 2011
Navigon Financial Group, Inc October 2008 - June 2010
Skills
Retirement Planning, Strategic Financial..., Investments, Estate Planning, Asset Managment, Risk Management, IRAs, Tax Planning, Portfolio Management, Disability Insurance, Asset Management, Retirement, Financial Advisory, Finance, Securities
Education
Universidad de Salamanca
Wake Forest University
B.A.
Duke University
CFA Institute
Janey Kuyath Janey Kuyath's Financial Directions Group, Inc. Experience August 2011 - January 2012
Job Audit Assistant at Deloitte
Industry Accounting
Experience
Deloitte September 2014 - Present
Flamingo Road Journals, LLC March 2014 - Present
NorthCarolinaSOFT February 2006 - June 2014
Deloitte June 2013 - August 2013
Greensboro Orthopedics June 2012 - March 2013
Rotary Club Youth Leadership Program July 2011 - July 2012
Financial Directions Group, Inc. August 2011 - January 2012
Caldwell Academy May 2010 - August 2010
Skills
Leadership, Team Leadership, Microsoft Office, PowerPoint, Microsoft Excel, Public Speaking, Training, Microsoft Word, Sales, Data Analysis, Spanish, Teamwork, Event Planning, People-oriented, Accounting, Leadership Development, Social Media, People Skills, Event Management, Social Media Marketing, Coaching, Team Building, Financial Analysis, Project Management, Time Management, Process Improvement, Maple, Access, Community Service, Teaching, Finance, Budgets, Nonprofits, Analysis
Education
Wake Forest University 2013 — 2014
Master of Science in Accounting, Accounting - Assurance and Tax
North Carolina State University 2009 — 2013
B.S. Accounting, Financial Analysis
Caldwell Academy 2005 — 2009
High School
Deloitte September 2014 - Present
Flamingo Road Journals, LLC March 2014 - Present
NorthCarolinaSOFT February 2006 - June 2014
Deloitte June 2013 - August 2013
Greensboro Orthopedics June 2012 - March 2013
Rotary Club Youth Leadership Program July 2011 - July 2012
Financial Directions Group, Inc. August 2011 - January 2012
Caldwell Academy May 2010 - August 2010
Skills
Leadership, Team Leadership, Microsoft Office, PowerPoint, Microsoft Excel, Public Speaking, Training, Microsoft Word, Sales, Data Analysis, Spanish, Teamwork, Event Planning, People-oriented, Accounting, Leadership Development, Social Media, People Skills, Event Management, Social Media Marketing, Coaching, Team Building, Financial Analysis, Project Management, Time Management, Process Improvement, Maple, Access, Community Service, Teaching, Finance, Budgets, Nonprofits, Analysis
Education
Wake Forest University 2013 — 2014
Master of Science in Accounting, Accounting - Assurance and Tax
North Carolina State University 2009 — 2013
B.S. Accounting, Financial Analysis
Caldwell Academy 2005 — 2009
High School
Leslie Zanaglio Leslie Zanaglio's Financial Directions Group, Inc. Experience 2011 - 2013
Job Human Resources, Training and Development
Industry Human Resources
Experience
Duke University Hospital / Duke Tempory Services 2015 - Present
Triangle Society for Human Resource Management 2013 - 2014
Financial Directions Group, Inc. 2011 - 2013
Hughes Pittman & Gupton, LLP 2008 - 2011
Nationwide Insurance 2003 - 2007
Nationwide Insurance January 2003 - October 2003
Nationwide Insurance 2000 - 2003
Nationwide Insurance February 1998 - April 2000
CIGNA Group Insurance 1994 - 1998
Skills
Strategic Planning, Organizational..., Call Center Leadership, Coaching, Change Management, Team Leadership, Sales Management, Employee Training, Facilities Management, Benefits Management, Executive Presentations, Employee Relations, Leadership, Strategy, Employee Benefits, Management, Recruiting, Process Improvement, Employee Engagement, Human Resources, Business Process..., Personnel Management, Management Consulting, Vendor Management, Insurance, Budgets, Talent Management, Leadership Development, Performance Management, Operations Management, Succession Planning, Sales, Benefits Administration, Training, Team Building, Talent Acquisition, Workforce Planning, Mentoring, Consulting
Education
La Roche College
Master of Science
West Virginia University
Bachelor of Science
Duke University Hospital / Duke Tempory Services 2015 - Present
Triangle Society for Human Resource Management 2013 - 2014
Financial Directions Group, Inc. 2011 - 2013
Hughes Pittman & Gupton, LLP 2008 - 2011
Nationwide Insurance 2003 - 2007
Nationwide Insurance January 2003 - October 2003
Nationwide Insurance 2000 - 2003
Nationwide Insurance February 1998 - April 2000
CIGNA Group Insurance 1994 - 1998
Skills
Strategic Planning, Organizational..., Call Center Leadership, Coaching, Change Management, Team Leadership, Sales Management, Employee Training, Facilities Management, Benefits Management, Executive Presentations, Employee Relations, Leadership, Strategy, Employee Benefits, Management, Recruiting, Process Improvement, Employee Engagement, Human Resources, Business Process..., Personnel Management, Management Consulting, Vendor Management, Insurance, Budgets, Talent Management, Leadership Development, Performance Management, Operations Management, Succession Planning, Sales, Benefits Administration, Training, Team Building, Talent Acquisition, Workforce Planning, Mentoring, Consulting
Education
La Roche College
Master of Science
West Virginia University
Bachelor of Science
Jeff Gambrel Jeff Gambrel's Financial Directions Group, Inc. Experience July 2010 - Present
Job Senior Employee Benefits Consultant at Financial Directions Group, Inc.
Industry Insurance
Experience
Financial Directions Group, Inc. July 2010 - Present
Senn Dunn Insurance 2006 - 2010
Skills
Employee Benefits, Health Insurance, Group Benefits, Insurance, Health Savings Accounts, Disability Insurance, Life Insurance, COBRA, Benefits Administration, 401k, Term Life Insurance, Claim, Long-term Care, Brokers
Education
Jacksonville State University 1985 — 1990
Financial Directions Group, Inc. July 2010 - Present
Senn Dunn Insurance 2006 - 2010
Skills
Employee Benefits, Health Insurance, Group Benefits, Insurance, Health Savings Accounts, Disability Insurance, Life Insurance, COBRA, Benefits Administration, 401k, Term Life Insurance, Claim, Long-term Care, Brokers
Education
Jacksonville State University 1985 — 1990
Kim Feuersanger's Financial Directions Group, Inc. Experience February 2008 - Present
Job Office/Operations Manager at Financial Directions Group, Inc.
Industry Financial Services
Experience
Financial Directions Group, Inc. February 2008 - Present
Council for Entrepreneurial Development March 2004 - February 2008
Midway Airlines April 1998 - October 2004
Skills
Leadership Development, Marketing, Strategic Planning, Team Building, Leadership, Management, Sales, Business Development, Training, Customer Service, Public Speaking, Non-profits, Employee Benefits, Event Management, Project Management, Fundraising, Office Management, Venture Capital, Social Media, Nonprofits
Education
Franklin Pierce University 1995 — 1998
Business Management
Financial Directions Group, Inc. February 2008 - Present
Council for Entrepreneurial Development March 2004 - February 2008
Midway Airlines April 1998 - October 2004
Skills
Leadership Development, Marketing, Strategic Planning, Team Building, Leadership, Management, Sales, Business Development, Training, Customer Service, Public Speaking, Non-profits, Employee Benefits, Event Management, Project Management, Fundraising, Office Management, Venture Capital, Social Media, Nonprofits
Education
Franklin Pierce University 1995 — 1998
Business Management
Nichelle McMurray's Financial Directions Group, Inc. Experience May 2013 - October 2014
Job Account Manager
Industry Insurance
Experience
Financial Directions Group, Inc. May 2013 - October 2014
Digital Insurance July 2005 - April 2011
The Benefit Company 1997 - 2005
Skills
Employee Benefits, Marketing, Insurance, Management, Fundraising, Process Improvement, Small Business, Disability Insurance, Strategy, Sales, Life Insurance, Business Strategy, Health Insurance, Photography, Training, Customer Service, Term Life Insurance, Account Management, Benefits Administration
Education
Georgia State University 1999 — 2002
B.S., Human Resources / Urban Planning
Spelman College 1987 — 1991
Computer Science
Financial Directions Group, Inc. May 2013 - October 2014
Digital Insurance July 2005 - April 2011
The Benefit Company 1997 - 2005
Skills
Employee Benefits, Marketing, Insurance, Management, Fundraising, Process Improvement, Small Business, Disability Insurance, Strategy, Sales, Life Insurance, Business Strategy, Health Insurance, Photography, Training, Customer Service, Term Life Insurance, Account Management, Benefits Administration
Education
Georgia State University 1999 — 2002
B.S., Human Resources / Urban Planning
Spelman College 1987 — 1991
Computer Science
Rebecca Tyndall, CEBS, PHR Rebecca Tyndall, CEBS, PHR's Financial Directions Group, Inc. Experience April 2010 - November 2011
Job Account Manager / Employee Benefits Consultant
Industry Insurance
Experience
Fourie Insurance, division of The Clement Companies March 2012 - Present
Tyndall Consulting November 2011 - Present
Financial Directions Group, Inc. April 2010 - November 2011
Financial Directions Group, Inc. January 2007 - March 2010
TriSure Corporation June 2005 - December 2006
Financial Directions Group, Inc. August 2001 - June 2005
WellPath Community Health Plans (acquired by Coventry Healthcare) August 1995 - August 2001
Blue Cross Blue Shield of North Carolina January 1991 - August 1995
Skills
Excel, Word,..., Problem Solving, Hiring, Training,..., Employee Benefits, Compliance, Insurance, Health Insurance, Negotiation, Customer Service, SQL, Compensation, Microsoft 2010 Access, Strategic Planning, Vendor Management, Account Management, Deferred Compensation, Strategy, Sales, Analysis, COBRA, Health Savings Accounts, Time Management
Education
Otterbein College 1983 — 1987
BA, Finance
Fourie Insurance, division of The Clement Companies March 2012 - Present
Tyndall Consulting November 2011 - Present
Financial Directions Group, Inc. April 2010 - November 2011
Financial Directions Group, Inc. January 2007 - March 2010
TriSure Corporation June 2005 - December 2006
Financial Directions Group, Inc. August 2001 - June 2005
WellPath Community Health Plans (acquired by Coventry Healthcare) August 1995 - August 2001
Blue Cross Blue Shield of North Carolina January 1991 - August 1995
Skills
Excel, Word,..., Problem Solving, Hiring, Training,..., Employee Benefits, Compliance, Insurance, Health Insurance, Negotiation, Customer Service, SQL, Compensation, Microsoft 2010 Access, Strategic Planning, Vendor Management, Account Management, Deferred Compensation, Strategy, Sales, Analysis, COBRA, Health Savings Accounts, Time Management
Education
Otterbein College 1983 — 1987
BA, Finance
Clay Garst Clay Garst's Financial Directions Group, Inc. Experience July 2013 - July 2014
Job Benefits Consultant at Banyan Consulting Group, Inc.
Industry Insurance
Experience
Banyan Consulting Group, Inc. September 2014 - Present
Financial Directions Group, Inc. July 2013 - July 2014
Moore and Johnson Insurance Agency April 2008 - July 2013
Raleigh-Wake Human Resource Management Assoc (RWHRMA) 2007 - 2009
Mang Insurance December 2004 - April 2008
Palmer and Cay 2001 - 2002
The TPA 1999 - 2001
Skills
Employee Benefits, Health Insurance, Health Savings Accounts, COBRA, Disability Insurance, Insurance, Benefits Administration, Workers Compensation, Employee Relations, Long-term Care, Brokers, Term Life Insurance, 401k, Deferred Compensation, Life Insurance, Property, Sales, Succession Planning, Training, Underwriting, Property, Open Enrollment, Health Care Reform, ERISA, Group Insurance, Critical Illness, Defined Benefit, Flexible Spending..., Accident, Whole Life
Education
Queens University of Charlotte 1995 — 1999
MBA, Business Administration, Management and Operations
Virginia Polytechnic Institute and State University 1985 — 1988
BS, Management
Banyan Consulting Group, Inc. September 2014 - Present
Financial Directions Group, Inc. July 2013 - July 2014
Moore and Johnson Insurance Agency April 2008 - July 2013
Raleigh-Wake Human Resource Management Assoc (RWHRMA) 2007 - 2009
Mang Insurance December 2004 - April 2008
Palmer and Cay 2001 - 2002
The TPA 1999 - 2001
Skills
Employee Benefits, Health Insurance, Health Savings Accounts, COBRA, Disability Insurance, Insurance, Benefits Administration, Workers Compensation, Employee Relations, Long-term Care, Brokers, Term Life Insurance, 401k, Deferred Compensation, Life Insurance, Property, Sales, Succession Planning, Training, Underwriting, Property, Open Enrollment, Health Care Reform, ERISA, Group Insurance, Critical Illness, Defined Benefit, Flexible Spending..., Accident, Whole Life
Education
Queens University of Charlotte 1995 — 1999
MBA, Business Administration, Management and Operations
Virginia Polytechnic Institute and State University 1985 — 1988
BS, Management
Andrew R. Sutton's Financial Directions Group, Inc. Experience February 2003 - June 2008
Job Director, Strategic Accounts at CVS Caremark Corporation
Industry Pharmaceuticals
Experience
CVS Caremark Corporation July 2013 - Present
Healthcare Management Administrators, Inc. March 2013 - July 2013
Healthcare Management Administrators, Inc. June 2008 - February 2013
Financial Directions Group, Inc. February 2003 - June 2008
National Institute of Management Services, Inc. July 2000 - February 2003
Emerald Publications, Inc. January 1997 - July 2000
Skills
Business Development, Process Improvement, Strategy, Management, Employee Benefits, Insurance, Health Insurance, Disability Insurance, Life Insurance, Brokers, Benefits Administration, Healthcare, Account Management, Underwriting, COBRA, Medicare, Sales, Health Savings Accounts, Change Management, Strategic Planning, Recruiting, Training
Education
Harvard University 1990 — 1994
AB, Psychology
Walpole High School 1988 — 1990
CVS Caremark Corporation July 2013 - Present
Healthcare Management Administrators, Inc. March 2013 - July 2013
Healthcare Management Administrators, Inc. June 2008 - February 2013
Financial Directions Group, Inc. February 2003 - June 2008
National Institute of Management Services, Inc. July 2000 - February 2003
Emerald Publications, Inc. January 1997 - July 2000
Skills
Business Development, Process Improvement, Strategy, Management, Employee Benefits, Insurance, Health Insurance, Disability Insurance, Life Insurance, Brokers, Benefits Administration, Healthcare, Account Management, Underwriting, COBRA, Medicare, Sales, Health Savings Accounts, Change Management, Strategic Planning, Recruiting, Training
Education
Harvard University 1990 — 1994
AB, Psychology
Walpole High School 1988 — 1990
Christy Kim's Financial Directions Group, Inc. Experience December 2010 - December 2011
Job Client Manager at HCW Employee Benefit Services, LLC
Industry Human Resources
Experience
Raleigh-Wake Human Resources Management Assoc. (RWHRMA) January 2014 - Present
HCW Employee Benefit Services, LLC January 2012 - Present
Financial Directions Group, Inc. December 2010 - December 2011
Financial Directions Group, Inc. June 2006 - November 2010
Cary Chamber of Commerce September 2009 - August 2010
Equilibrium Equities, Inc. October 2005 - May 2006
Value Dry, Inc. / MAS Labs September 2004 - October 2005
Skills
Strategic Planning, Employee Benefits, Business Development, Sales, Training, CRM, Marketing, Performance Management, Project Management, Insurance, Account Management, Process Improvement, Leadership, Marketing Strategy, Human Resources, Recruiting, Team Building, Strategy, Employee Relations, Leadership Development, Management, Coaching, Change Management, Talent Acquisition, Small Business, Organizational..., Benefits Administration, Time Management, Team Leadership, Finance, Start-ups, Vendor Management, Talent Management, Sourcing, Salesforce.com
Education
North Carolina State University
Raleigh-Wake Human Resources Management Assoc. (RWHRMA) January 2014 - Present
HCW Employee Benefit Services, LLC January 2012 - Present
Financial Directions Group, Inc. December 2010 - December 2011
Financial Directions Group, Inc. June 2006 - November 2010
Cary Chamber of Commerce September 2009 - August 2010
Equilibrium Equities, Inc. October 2005 - May 2006
Value Dry, Inc. / MAS Labs September 2004 - October 2005
Skills
Strategic Planning, Employee Benefits, Business Development, Sales, Training, CRM, Marketing, Performance Management, Project Management, Insurance, Account Management, Process Improvement, Leadership, Marketing Strategy, Human Resources, Recruiting, Team Building, Strategy, Employee Relations, Leadership Development, Management, Coaching, Change Management, Talent Acquisition, Small Business, Organizational..., Benefits Administration, Time Management, Team Leadership, Finance, Start-ups, Vendor Management, Talent Management, Sourcing, Salesforce.com
Education
North Carolina State University
Brent Simpson, AIF's Financial Directions Group, Inc. Experience October 2013 - Present
Job Benefits Consultant at Financial Directions Group, Inc.
Industry Financial Services
Experience
Financial Directions Group, Inc. October 2013 - Present
BB&T July 2011 - October 2013
SHDR - a subsidiary of BB&T July 2008 - July 2011
Skills
Employee Benefits, 401k, Retirement, Retirement Planning, Financial Services, Customer Service, Securities, Investments, Retirement Plan..., Pensions, ERISA, Wealth Management, Insurance, FINRA, Financial Advisory, Finance
Education
University of North Carolina at Greensboro 2011 — 2013
Master of Business Administration (M.B.A.), Graduated with honors
North Carolina State University 2003 — 2007
Bachelor of Science (B.S.), Statistics
Financial Directions Group, Inc. October 2013 - Present
BB&T July 2011 - October 2013
SHDR - a subsidiary of BB&T July 2008 - July 2011
Skills
Employee Benefits, 401k, Retirement, Retirement Planning, Financial Services, Customer Service, Securities, Investments, Retirement Plan..., Pensions, ERISA, Wealth Management, Insurance, FINRA, Financial Advisory, Finance
Education
University of North Carolina at Greensboro 2011 — 2013
Master of Business Administration (M.B.A.), Graduated with honors
North Carolina State University 2003 — 2007
Bachelor of Science (B.S.), Statistics
Kedar Karkare's Financial Directions Group, Inc. Experience May 2014 - August 2014
Job Graduate Student and Teaching Assistant at University of Houston
Industry
Experience
University of Houston August 2014 - Present
Financial Directions Group, Inc. May 2014 - August 2014
Jones Lab at UNC-CH August 2012 - May 2014
Burch Lab at UNC-CH May 2011 - May 2014
Skills
PowerPoint, Microsoft Office, Molecular Biology, Microsoft Excel, Research, Data Analysis, Microsoft Word
Education
University of North Carolina at Chapel Hill 2010 — 2014
Biology, General
University of Houston
PhD, Biology, General
University of Houston August 2014 - Present
Financial Directions Group, Inc. May 2014 - August 2014
Jones Lab at UNC-CH August 2012 - May 2014
Burch Lab at UNC-CH May 2011 - May 2014
Skills
PowerPoint, Microsoft Office, Molecular Biology, Microsoft Excel, Research, Data Analysis, Microsoft Word
Education
University of North Carolina at Chapel Hill 2010 — 2014
Biology, General
University of Houston
PhD, Biology, General