Gleneagles Group
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Gleneagles Group Employees
Employee
Years
Job
Industry
Angela Doyle, CPA Angela Doyle, CPA's Gleneagles Group Experience January 2004 - July 2007
Job Senior Manager at Softlayer, an IBM Company
Industry Information Technology and Services
Experience
SoftLayer, an IBM Company November 2014 - Present
Morgan Stanley August 2007 - October 2014
Gleneagles Group January 2004 - July 2007
Skills
Accounting, Internal Controls, Financial Analysis, Financial Modeling, Financial Accounting, Finance, Financial Reporting, Spreadsheets, Account Reconciliation
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2014
Master's Degree, Accounting, 4.0
Georgia State University 2002 — 2006
Bachelor's Degree, Accounting & Finance (Double Major), 3.8
SoftLayer, an IBM Company November 2014 - Present
Morgan Stanley August 2007 - October 2014
Gleneagles Group January 2004 - July 2007
Skills
Accounting, Internal Controls, Financial Analysis, Financial Modeling, Financial Accounting, Finance, Financial Reporting, Spreadsheets, Account Reconciliation
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2014
Master's Degree, Accounting, 4.0
Georgia State University 2002 — 2006
Bachelor's Degree, Accounting & Finance (Double Major), 3.8
Evan Carter Evan Carter's Gleneagles Group Experience 2008 - 2009
Job Financial Planning & Wealth Management
Industry Financial Services
Experience
Vident Financial January 2014 - February 2015
Vident Financial May 2013 - February 2015
Columbia Theological Seminary 2009 - 2011
Gleneagles Group 2008 - 2009
Young Life 2004 - 2008
Skills
Investments, Personal Financial..., Investment Advisory, Wealth Management, Public Speaking, Volunteer Management, Training, Entrepreneurship, Fundraising, Management, Philanthropy, Youth Ministry, Financial Analysis, Sales, Nonprofits, Governance, Technology, Multi-generational..., Team Management, Finance, Social Media, Financial Planning
Education
Georgia Institute of Technology 2001 — 2005
Business, - Finance, Accounting, Marketing, Magna Cum Laude
Columbia Theological Seminary
Master's Degree, Masters of Divinity, GPA: 3.8
The University of Georgia
Certificate in Financial Planning
Vident Financial January 2014 - February 2015
Vident Financial May 2013 - February 2015
Columbia Theological Seminary 2009 - 2011
Gleneagles Group 2008 - 2009
Young Life 2004 - 2008
Skills
Investments, Personal Financial..., Investment Advisory, Wealth Management, Public Speaking, Volunteer Management, Training, Entrepreneurship, Fundraising, Management, Philanthropy, Youth Ministry, Financial Analysis, Sales, Nonprofits, Governance, Technology, Multi-generational..., Team Management, Finance, Social Media, Financial Planning
Education
Georgia Institute of Technology 2001 — 2005
Business, - Finance, Accounting, Marketing, Magna Cum Laude
Columbia Theological Seminary
Master's Degree, Masters of Divinity, GPA: 3.8
The University of Georgia
Certificate in Financial Planning
Sarah Cullom Sarah Cullom's Gleneagles Group Experience August 2015 - Present
Job Family Accountant at Gleneagles Group
Industry Information Technology and Services
Experience
Gleneagles Group August 2015 - Present
The Sell Team December 2012 - August 2015
Amos Art Academy February 2012 - December 2012
The UAPO June 2011 - February 2012
Gleneagles Group March 2010 - February 2012
Aeropostale October 2008 - October 2011
Red Bugg, LLC May 2010 - October 2010
Nightingale Greetings 2009 - 2010
Cobblestone Consulting May 2009 - September 2009
US Soccer Federation 2005 - 2008
Skills
Public Speaking, Microsoft Excel, Management, Nonprofits, Microsoft Word, Microsoft Office, Marketing, Graphic Design, Start-ups, Salesforce.com, Sales, Facebook, Leadership, Access, Blogging, Market Research, Public Relations, Strategic Planning, Data Entry, Training, Social Media Marketing, Adobe Creative Suite, PowerPoint, Software Documentation, Social Media, Marketing Strategy
Education
Kennesaw State University - Michael J. Coles College of Business 2015 — 2017
Bachelor’s Degree, Business Administration and Management, General
Southern Polytechnic State University 2009 — 2015
Business Administration and Management, General
Gleneagles Group August 2015 - Present
The Sell Team December 2012 - August 2015
Amos Art Academy February 2012 - December 2012
The UAPO June 2011 - February 2012
Gleneagles Group March 2010 - February 2012
Aeropostale October 2008 - October 2011
Red Bugg, LLC May 2010 - October 2010
Nightingale Greetings 2009 - 2010
Cobblestone Consulting May 2009 - September 2009
US Soccer Federation 2005 - 2008
Skills
Public Speaking, Microsoft Excel, Management, Nonprofits, Microsoft Word, Microsoft Office, Marketing, Graphic Design, Start-ups, Salesforce.com, Sales, Facebook, Leadership, Access, Blogging, Market Research, Public Relations, Strategic Planning, Data Entry, Training, Social Media Marketing, Adobe Creative Suite, PowerPoint, Software Documentation, Social Media, Marketing Strategy
Education
Kennesaw State University - Michael J. Coles College of Business 2015 — 2017
Bachelor’s Degree, Business Administration and Management, General
Southern Polytechnic State University 2009 — 2015
Business Administration and Management, General
Nicole Reisman's Gleneagles Group Experience May 2008 - August 2008
Job Tax Associate at PwC
Industry Accounting
Experience
PwC January 2013 - Present
Wheego Electric Cars, Inc. June 2010 - December 2012
PwC February 2012 - May 2012
Georgia Power Company May 2009 - August 2009
Gleneagles Group May 2008 - August 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Accounting, GoSystems, Tax Accounting, Partnership Accounting, Allocations
Education
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2012
Master in Professional Accounting & BBA, Business
ESCP Europe 2010 — 2010
Finance, International Business, Marketing
PwC January 2013 - Present
Wheego Electric Cars, Inc. June 2010 - December 2012
PwC February 2012 - May 2012
Georgia Power Company May 2009 - August 2009
Gleneagles Group May 2008 - August 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Accounting, GoSystems, Tax Accounting, Partnership Accounting, Allocations
Education
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2012
Master in Professional Accounting & BBA, Business
ESCP Europe 2010 — 2010
Finance, International Business, Marketing
John D. Champagne John D. Champagne's Gleneagles Group Experience August 2009 - Present
Job Managing Director & COO at Gleneagles Group, LLC
Industry Financial Services
Experience
Gleneagles Group August 2009 - Present
Skills
Alternative Investments, Investment Management, Due Diligence, Investor Relations, Private Equity
Education
Lehigh University
Bachelor of Science (BS), Accounting
Gleneagles Group August 2009 - Present
Skills
Alternative Investments, Investment Management, Due Diligence, Investor Relations, Private Equity
Education
Lehigh University
Bachelor of Science (BS), Accounting
Kyle Shoemaker's Gleneagles Group Experience June 2011 - August 2011
Job Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Fidelity Investments August 2014 - Present
Fidelity Investments December 2013 - Present
Fidelity Investments January 2013 - December 2013
Fidelity Investments May 2012 - December 2012
UBS Wealth Management August 2011 - December 2011
Gleneagles Group June 2011 - August 2011
Skills
Equities, Derivatives, Portfolio Management, Bloomberg, Hedge Funds, Series 63, Asset Allocation, Finance, Venture Capital, Financial Analysis, Investments, Wealth Management, Mutual Funds, Private Equity, Hedging, Investment Banking, Relationship Management, Economics, Fixed Income, Series 7, Investment Strategies, Securities, Options, Uniform Combined State..., ETFs, Equity Research, Bonds, Retirement Planning, Capital Markets, Equity Trading, Trading, FINRA
Education
Elon University - Martha and Spencer Love School of Business 2009 — 2012
BSBA, Finance
Fidelity Investments May 2015 - Present
Fidelity Investments August 2014 - Present
Fidelity Investments December 2013 - Present
Fidelity Investments January 2013 - December 2013
Fidelity Investments May 2012 - December 2012
UBS Wealth Management August 2011 - December 2011
Gleneagles Group June 2011 - August 2011
Skills
Equities, Derivatives, Portfolio Management, Bloomberg, Hedge Funds, Series 63, Asset Allocation, Finance, Venture Capital, Financial Analysis, Investments, Wealth Management, Mutual Funds, Private Equity, Hedging, Investment Banking, Relationship Management, Economics, Fixed Income, Series 7, Investment Strategies, Securities, Options, Uniform Combined State..., ETFs, Equity Research, Bonds, Retirement Planning, Capital Markets, Equity Trading, Trading, FINRA
Education
Elon University - Martha and Spencer Love School of Business 2009 — 2012
BSBA, Finance
Thompson Mackey Thompson Mackey's Gleneagles Group Experience January 2010 - February 2010
Job Risk Management Consultant ❂ Protecting Clients' Balance Sheets from Risk ❂ Private Equity & Financial Institution Focus
Industry Financial Services
Experience
EPIC July 2014 - Present
Cambridge Associates March 2012 - July 2014
Sabbatical Leave July 2013 - December 2013
Cambridge Associates January 2011 - March 2012
The McCart Group July 2010 - September 2010
Sustainable Furnishings Council March 2010 - June 2010
Gleneagles Group January 2010 - February 2010
The McCart Group May 2009 - August 2009
The NeuroMatrix Group May 2008 - August 2008
Skills
Hedge Funds, Risk Management, Portfolio Management, Private Equity, Asset Allocation, Investments, Analysis, Equity Research, Financial Analysis, Bloomberg, Capital Markets, Alternative Investments, Financial Modeling, Due Diligence, Finance, Bloomberg Terminal, Investor Relations, Corporate Finance, Wealth Management, Performance Reporting, Manage Client..., Asset Management, Equities, Valuation, Fixed Income, Emerging Markets, Derivatives, Equity Valuation, Economics, Mutual Funds, Investment Management, Investment Strategies, Venture Capital, Errors & Omissions, Professional Liability, Employment Practices..., Directors & Officers..., Cybercrime, Cyber-security, Liability Analysis, Risk Assessment, Enterprise Risk..., Credit Risk, Operational Risk, Operational Risk..., Commercial Insurance, Property & Casualty..., Data Modeling, Legal Liability, Product Liability
Education
Elon University 2006 — 2010
Bachelor of Science (BS), International Business Administration & Finance
The University of Western Australia 2007 — 2007
Fall Term Study Abroad, Global Business and International Marketing
EPIC July 2014 - Present
Cambridge Associates March 2012 - July 2014
Sabbatical Leave July 2013 - December 2013
Cambridge Associates January 2011 - March 2012
The McCart Group July 2010 - September 2010
Sustainable Furnishings Council March 2010 - June 2010
Gleneagles Group January 2010 - February 2010
The McCart Group May 2009 - August 2009
The NeuroMatrix Group May 2008 - August 2008
Skills
Hedge Funds, Risk Management, Portfolio Management, Private Equity, Asset Allocation, Investments, Analysis, Equity Research, Financial Analysis, Bloomberg, Capital Markets, Alternative Investments, Financial Modeling, Due Diligence, Finance, Bloomberg Terminal, Investor Relations, Corporate Finance, Wealth Management, Performance Reporting, Manage Client..., Asset Management, Equities, Valuation, Fixed Income, Emerging Markets, Derivatives, Equity Valuation, Economics, Mutual Funds, Investment Management, Investment Strategies, Venture Capital, Errors & Omissions, Professional Liability, Employment Practices..., Directors & Officers..., Cybercrime, Cyber-security, Liability Analysis, Risk Assessment, Enterprise Risk..., Credit Risk, Operational Risk, Operational Risk..., Commercial Insurance, Property & Casualty..., Data Modeling, Legal Liability, Product Liability
Education
Elon University 2006 — 2010
Bachelor of Science (BS), International Business Administration & Finance
The University of Western Australia 2007 — 2007
Fall Term Study Abroad, Global Business and International Marketing
Steven Shulman Steven Shulman's Gleneagles Group Experience January 2012 - February 2015
Job Analyst at NextGen Capital
Industry Financial Services
Experience
NextGen Capital February 2015 - Present
Gleneagles Group January 2012 - February 2015
Gleneagles Group June 2011 - August 2011
Skills
Leadership, Investments, Research, Public Speaking, Portfolio Management, Budgets, Data Analysis, Accounting, Management, Financial Analysis, Alternative Investments, Microsoft Excel
Education
Elon University - Martha and Spencer Love School of Business 2008 — 2012
BSBA, Finance
St. Mark's School of Texas 1996 — 2008
NextGen Capital February 2015 - Present
Gleneagles Group January 2012 - February 2015
Gleneagles Group June 2011 - August 2011
Skills
Leadership, Investments, Research, Public Speaking, Portfolio Management, Budgets, Data Analysis, Accounting, Management, Financial Analysis, Alternative Investments, Microsoft Excel
Education
Elon University - Martha and Spencer Love School of Business 2008 — 2012
BSBA, Finance
St. Mark's School of Texas 1996 — 2008
Alex Wunderlich Alex Wunderlich's Gleneagles Group Experience February 2015 - Present
Job Investment Analyst at Gleneagles Group
Industry Financial Services
Experience
Gleneagles Group February 2015 - Present
PitchBook Data June 2014 - August 2014
Barton Hills Country Club May 2013 - August 2013
Skills
Golf, Data Analysis, Microsoft Excel, Business Strategy, Strategy, Investment Valuation, Python, Information Systems, Social Networking, Financial Analysis
Education
Emory University - Goizueta Business School 2013 — 2015
Bachelor of Business Administration (BBA), Finance, 3.6
Emory University 2011 — 2015
Bachelor's Degree
Gleneagles Group February 2015 - Present
PitchBook Data June 2014 - August 2014
Barton Hills Country Club May 2013 - August 2013
Skills
Golf, Data Analysis, Microsoft Excel, Business Strategy, Strategy, Investment Valuation, Python, Information Systems, Social Networking, Financial Analysis
Education
Emory University - Goizueta Business School 2013 — 2015
Bachelor of Business Administration (BBA), Finance, 3.6
Emory University 2011 — 2015
Bachelor's Degree
Sarah C. Clayton's Gleneagles Group Experience January 2011 - January 2011
Job Assistant Manager in Planning & Forecasting at BNSF Railway
Industry Transportation/Trucking/Railroad
Experience
BNSF Railway July 2014 - Present
BNSF Railway February 2013 - July 2014
BNSF Railway June 2011 - February 2013
Gleneagles Group January 2011 - January 2011
Liberty Mutual Insurance May 2010 - August 2010
UBS Financial Services January 2010 - May 2010
Education
Texas Christian University 2013 — 2015
Master of Business Administration (MBA)
Elon University 2007 — 2011
Bachelor of Science in Business Administration (BSBA), Finance
BNSF Railway July 2014 - Present
BNSF Railway February 2013 - July 2014
BNSF Railway June 2011 - February 2013
Gleneagles Group January 2011 - January 2011
Liberty Mutual Insurance May 2010 - August 2010
UBS Financial Services January 2010 - May 2010
Education
Texas Christian University 2013 — 2015
Master of Business Administration (MBA)
Elon University 2007 — 2011
Bachelor of Science in Business Administration (BSBA), Finance
Anna Summerlin's Gleneagles Group Experience June 2014 - Present
Job Chief Financial Officer and Family Controller at Gleneagles Group
Industry Accounting
Experience
Gleneagles Group June 2014 - Present
MAG Mutual Insurance Company 2011 - 2014
MAG Mutual Insurance Company 2009 - 2011
Ernst & Young LLP 2001 - 2009
Skills
Financial Analysis, Financial Reporting, Internal Controls, Assurance, Insurance, GAAP, Auditing, Sarbanes-Oxley Act, Microsoft Office, Financial Statements, CPA, Investments, Audit, Accounting, Compliance, SOX, Budgeting, Loss Reserving, Accounting System, Financial Statement..., Management, Business Decision Making, Problem Solving, Statutory Accounting, General Ledger, US GAAP, Sarbanes-Oxley, Finance
Education
Auburn University 1997 — 2001
BSBA, Accounting and Economics
Gleneagles Group June 2014 - Present
MAG Mutual Insurance Company 2011 - 2014
MAG Mutual Insurance Company 2009 - 2011
Ernst & Young LLP 2001 - 2009
Skills
Financial Analysis, Financial Reporting, Internal Controls, Assurance, Insurance, GAAP, Auditing, Sarbanes-Oxley Act, Microsoft Office, Financial Statements, CPA, Investments, Audit, Accounting, Compliance, SOX, Budgeting, Loss Reserving, Accounting System, Financial Statement..., Management, Business Decision Making, Problem Solving, Statutory Accounting, General Ledger, US GAAP, Sarbanes-Oxley, Finance
Education
Auburn University 1997 — 2001
BSBA, Accounting and Economics
Amy (Gaines) Moore's Gleneagles Group Experience February 2008 - Present
Job Managing Director at Gleneagles Group
Industry Financial Services
Experience
Gleneagles Group February 2008 - Present
Credit Suisse 1999 - 2008
Education
Georgia State University 2000 — 2001
MBA, Finance
University of Georgia - Terry College of Business 1994 — 1998
Gleneagles Group February 2008 - Present
Credit Suisse 1999 - 2008
Education
Georgia State University 2000 — 2001
MBA, Finance
University of Georgia - Terry College of Business 1994 — 1998
Alexa Goodman's Gleneagles Group Experience 2012 - Present
Job Bookkeeper at Gleneagles Group
Industry Financial Services
Experience
Gleneagles Group 2012 - Present
Retired 1956 - 2011
The Landmarks Group February 1979 - July 1993
Skills
QuickBooks, Accounts Payable, Accounts Receivable, Accounting, Microsoft Excel, Microsoft Office, Nonprofits, Budgets, Microsoft Word, Bookkeeping, Outlook
Education
Georgia State University - J. Mack Robinson College of Business 1975 — 1988
BA, Accounting
Gleneagles Group 2012 - Present
Retired 1956 - 2011
The Landmarks Group February 1979 - July 1993
Skills
QuickBooks, Accounts Payable, Accounts Receivable, Accounting, Microsoft Excel, Microsoft Office, Nonprofits, Budgets, Microsoft Word, Bookkeeping, Outlook
Education
Georgia State University - J. Mack Robinson College of Business 1975 — 1988
BA, Accounting
Crane Perry's Gleneagles Group Experience May 2007 - July 2007
Job Account Manager at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP June 2014 - Present
Bloomberg LP June 2012 - June 2014
Bloomberg June 2011 - August 2011
Stream Realty Partners May 2010 - July 2010
Sea Island Company May 2009 - July 2009
Gleneagles Group May 2007 - July 2007
Education
University of Georgia - Terry College of Business 2009 — 2012
Bachelor of Business Administration (BBA), Finance
University of Innsbruck 2010 — 2010
Business/Commerce, General
The Westminster Schools 2001 — 2008
Bachelor of Business Administration (BBA), Finance, General
Bloomberg LP June 2014 - Present
Bloomberg LP June 2012 - June 2014
Bloomberg June 2011 - August 2011
Stream Realty Partners May 2010 - July 2010
Sea Island Company May 2009 - July 2009
Gleneagles Group May 2007 - July 2007
Education
University of Georgia - Terry College of Business 2009 — 2012
Bachelor of Business Administration (BBA), Finance
University of Innsbruck 2010 — 2010
Business/Commerce, General
The Westminster Schools 2001 — 2008
Bachelor of Business Administration (BBA), Finance, General