GV Financial Advisors
Address: 1100 Abernathy Rd NE Suite 500, Atlanta, GA 30328 Hours: Closed ⋅ Opens 8:30AM Thursday8:30AM–5PMFriday8:30AM–5PMSaturdayClosedSundayClosedMonday8:30AM–5PMTuesday8:30AM–5PMWednesday8:30AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (770) 295-5600: : Website: : : Place name: : : Category: Website: https://joynadvisors.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a questionPopular times Thursdays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. : 6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aPlan your visitClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on FridaysPeople typically spend 2-5.5 hours here Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of JOYN Posting publicly on the Web Write a review Reviews"I'm not client facing, but I love what we offer them." "Put your money in an index fund at Etrade or Fidelity." View all Google reviews Latest PostsPosts from JOYN View previous posts on Google
GV Financial Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at GV Financial Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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GV Financial Advisors Employees
GV Financial Advisors July 2014 - Present
Kabbage, Inc October 2013 - June 2014
Kabbage, Inc June 2013 - October 2013
Kabbage, Inc May 2012 - August 2012
URJ Camp Coleman June 2011 - August 2011
Skills
Microsoft SQL Server, Microsoft Excel, Salesforce.com, Blaze Advisor, Stata, SAS E-Miner, VBA, Java, Mathematica, SQL, Data Analysis, Analytics, Microsoft Office, Financial Modeling
Education
Pomona College 2009 — 2013
Bachelor of Science (B.S.), Economics, 3.56
Emory University August 2011 - Present
The Community Foundation for Greater Atlanta July 2001 - August 2011
GV Financial Advisors November 1998 - July 2001
Troutman Sanders LLP December 1996 - December 1997
Jones Day September 1992 - December 1996
Skills
Charitable Gift Planning, Estate Planning, Charitable Remainder..., Charitable Gift..., Donor Advised Funds, Bequests, Major Gift Campaigns, Community Foundations, Major Gift Development, Educational Fundraising, Donor Communication, Donor Prospecting, Individual Donor..., Major Gift Cultivation, Major Gift Solicitations, Legacy Giving, Gift Planning, Planned Giving, Stewardship, Community Outreach, Nonprofits, Public Speaking, Grant Writing, Philanthropy, Program Development
Education
Emory University School of Law 1989 — 1992
Doctor of Law (J.D.)
University of Virginia 1985 — 1989
Bachelor of Arts (B.A.), History
Oglethorpe University
Certified Financial Planner, Financial Planning and Services
GV Financial Advisors January 2014 - Present
Whitaker Medical March 2013 - November 2013
VISTA Staffing Solutions, Inc. November 2011 - March 2013
VISTA Staffing Solutions, Inc. June 2010 - November 2011
VISTA Staffing Solutions, Inc. June 2009 - August 2009
Margo Geller & Associates June 2009 - August 2009
Chubb Insurance Company January 2009 - April 2009
Chick-fil-A August 2004 - January 2009
BBDO June 2008 - August 2008
Skills
Customer Service, Microsoft Office, Customer Relations, Outlook, PowerPoint, Recruiting, Persistence, Highly detail oriented, Organization, Cold Calling, Temporary Placement, Temporary Staffing, Human Resources, Time Management, Healthcare, Internet Recruiting, Hospitals
Education
Boston University 2006 — 2010
Bachelor of Arts, Psychology
Atlanta Capital Group June 2014 - Present
GV Financial Advisors January 2012 - June 2014
GV Financial Advisors September 2011 - June 2014
GV Financial Advisors May 2010 - June 2014
SunTrust Bank April 1995 - April 2010
Wachovia 2000 - 2002
Skills
Strategic Financial..., Investments, Wealth Management, Portfolio Management, Investment Management, Investment Advisory, Estate Planning, Insurance, Asset Allocation, Retirement Planning, Asset Managment, Mutual Funds, Commercial Lending, Series 7, Financial Planners, Credit, High Net Worth..., Risk Management, Banking, Loans
Education
Southern Methodist University - Cox School of Business 1990 — 1994
BBA, Finance
Georgia State University - J. Mack Robinson College of Business 1998 — 1999
MS, Finance
Woodward Academy 1985 — 1990
High School
Ronald Blue & Co. April 2015 - Present
GV Financial Advisors March 2011 - April 2015
Orkin & Associates, LLC January 2011 - March 2011
Northwestern Mutual Financial Network Goodwin, Wright March 2010 - September 2010
PFVS Interiors April 2008 - January 2009
Image Design, Inc October 2003 - December 2007
Skills
PowerPoint, Outlook, AutoCAD, Photoshop, Internet Explorer, ASANA, Orion, Salesforce.com, Microsoft Excel, Microsoft Word, Client Connect, Interior Design, Client Services, Space Planning, Drafting
Education
The University of Georgia 1999 — 2003
Bachelor of Fine Arts, Interior Design, The FIDER Accredited Program at The Lamar Dodd School of Art, Graduated Cum Laude, Dean's List
The University of Georgia, Study Abroad Program, Cortona, Italy 2002 — 2002
BFA, Lamar Dodd School of Art
Milton High School 1996 — 1999
High School
TD Ameritrade March 2013 - Present
The Prudential Insurance Company of America, Newark, NJ December 2009 - April 2013
Young Professionals of Dunwoody 2012 - 2012
GV Financial Advisors January 2008 - May 2009
Skills
Financial Advisory, Strategic Investment, Retirement Planning, Life Insurance, Annuities, Long Term Care
Education
Georgia State University - J. Mack Robinson College of Business
Bachelors, Investment Finance
Georgia Perimeter College 2004 — 2006
Business Administration
GV Financial Advisors June 2009 - Present
Ashford University November 2009 - July 2013
Skills
Microsoft Office, Microsoft Excel, Creative Writing, Microsoft Word
Education
Emory University 2006 — 2008
BA, English
Oxford College at Emory University 2004 — 2006
AA, English
Fiserv December 2013 - Present
GV Financial Advisors 2010 - December 2013
GV Financial Advisors 2009 - 2010
GV Financial Advisors February 2008 - 2009
Walgreens May 2007 - August 2007
Mingledorff's May 2006 - August 2006
ARRIS May 2005 - August 2005
Education
Georgia State University - J. Mack Robinson College of Business 2006 — 2008
BBA in Accounting
Marist High School
GV Financial Advisors September 2015 - Present
Veracor 2001 - August 2015
Skills
Estate Planning, Wealth, Life Insurance, Financial Advisory, Insurance, Wealth Management..., Financial Services, Succession Planning, Leadership
Education
The University of Georgia 1985 — 1990
BFA
A Better Financial Group, Inc. July 2010 - Present
FSC Securities Corporation July 2010 - Present
FSC Securities July 2010 - Present
Emory University 2003 - Present
Terry College Of Business, University of Georgia January 2006 - November 2014
A.G. Edwards March 2006 - June 2008
GV Financial Advisors September 2001 - March 2006
Skills
Estate Planning, Retirement Planning, Strategic Financial..., Investments, Securities, Wealth Management, Mutual Funds, Series 7, Investment Advisory, Retirement, Disability Insurance, Insurance, Asset Allocation, Investment Management, Portfolio Management, Financial Planners, Financial Advisory, Coaching
Education
Oglethorpe University 2003 — 2005
Certificate Program
Fairleigh Dickinson University 1978 — 1980
MBA
Fairleigh Dickinson University 1975 — 1978
BS
GV Financial Advisors April 1996 - Present
Bank South Corporation (now part of Bank of America) September 1994 - April 1996
Bank South Corporation February 1994 - September 1994
Bank South Corporation October 1991 - February 1994
Bank South Corporation April 1987 - October 1991
Days Inn of America June 1986 - April 1987
Skills
Finance, Financial Planning, Financial Analysis, Leadership, Investments, Budgets, Strategic Planning
Education
Georgia State University - J. Mack Robinson College of Business 1987 — 1991
Masters of Science, Finance
Emory University 1982 — 1986
BBA, Finance
Porter-Gaud High School 1978 — 1982
GV Financial Advisors July 2015 - Present
GV Financial Advisors December 2013 - July 2015
Ambitious Web/Mobile Newco February 2013 - December 2013
Consultant to CEOs of early-stage & emerging growth companies September 2002 - March 2013
Rexter July 2011 - January 2013
GIVIGIV August 2011 - January 2012
Marketing M.O. 2004 - 2009
Arts & Business Council of Phoenix 2005 - 2008
Fine Frenzy Entertainment August 2001 - November 2004
Imagitas (acquired by Pitney Bowes) August 1996 - July 2001
Skills
Start-ups, Entrepreneurship, Marketing Strategy, SEO, SaaS, Marketing, Online Marketing, Social Media, E-commerce, Customer Acquisition, Market Analysis, Early-stage Startups, Mobile Applications, SEM, PPC, Business Strategy, Creative Strategy, Content Strategy, Lean Startup, Content Marketing, Leadership, Brand Development, Management Consulting, Web Applications, Team Leadership, Startup Marketing, Customer Retention, Executive Management, Financial Modeling, Internet Entrepreneur, Managing Start-ups, Business Model..., Customer Experience, Sales Process, Creative Writing, Cross-functional Team..., Start-up Consulting, Start-up Environment, Sales & Marketing..., Strategic Marketing..., Brand Positioning..., Presentation Development, Corporate Branding, Public Speaking, Marketing Analytics, New Product Ideas, Sales Presentations, Email Marketing, Strategy, Lead Generation
Education
UCLA Anderson School of Management 2009 — 2011
MBA with honors, Marketing & Entrepreneurship, 3.9 / 4.0
Peking University 2011 — 2011
MBA coursework, Doing Business in China, Financial Analysis of Chinese Companies
Tel Aviv University 2010 — 2010
MBA coursework, Marketing: Building Customer Equity
University of Michigan 1987 — 1991
Bachelor’s Degree, Economics, Communications
Coherent Business Communications May 1999 - Present
GV Financial Advisors 1996 - 2000
Vincent, Chorey, Taylor & Feil November 1988 - April 1991
Smith, Gambrell & Russell, LLP June 1986 - October 1988
Skills
Writing, Marketing, Marketing Communications, Strategic Planning, Social Media, Entrepreneurship, Public Speaking, Start-ups, Project Management, Marketing Strategy, Microsoft Office, New Business Development, Editing, Intellectual Property, Contract Negotiation, Leadership, Training, Business Planning, Strategic Financial..., Content Development
Education
Emory University School of Law 1983 — 1986
J.D., law
Vassar College 1978 — 1982
B.A., Political Science, English
Dekalb County School District July 2013 - Present
Dunwoody Prep September 2009 - April 2012
GV Financial Advisors September 2009 - May 2010
Emory University June 2008 - August 2008
Skills
PowerPoint, Teaching English as a..., Microsoft Office, Basic Spanish Speaking..., Interviews, Curriculum Development
Education
Georgia State University 2012 — 2014
Master of Education (M.Ed.), Early Childhood Education and Teaching and ESOL Endorsement
Boston University - School of Management 2005 — 2009
BS, Organizational Behavior
Commonwealth Associates, Inc. August 2015 - Present
Panasonic Automotive Systems September 2013 - August 2015
GV Financial Advisors June 2006 - September 2013
Skills
Debugging, Matlab, Assembly Language, Embedded Systems, Microsoft Word, Java, VHDL, C, Labview, Testing, Pspice, Visual Basic, x86 Assembly, Arduino, MathCAD, Soldering, Troubleshooting, AutoCAD, Simulink, Firmware, 8051 Assembly, Oscilloscope, Circuit Analysis, Computer Hardware, Programming, Electronics, Microcontrollers, FPGA, Microstation, Multisim, HTML, Logic Analyzer, Multimeter, Software Design, Electronics Hardware..., Debugging Code, Technical Documentation, Electrical Engineering, Simulations, C++, NI LabVIEW, Circuit Design, Visio, Hardware, Problem Solving, C Language, C8051F020, C8051F330, C8051F340, CAN bus
Education
Southern Polytechnic State University 2009 — 2012
Bachelor's degree, Electrical Engineering Technologies/Technicians, Overall-3.07 Major-3.30
GV Financial Advisors September 2012 - Present
SnackHealthy September 2011 - September 2012
Interstitial Cystitis Association November 2010 - August 2011
Self Employed February 2009 - June 2010
Alaven Pharmaceutical LLC May 2007 - January 2009
NASCO November 2001 - May 2007
Lovin & Associates March 1998 - November 2001
The Kendall Company, INBRAND Retail Brands Unit 1992 - 1998
Skills
Strategic Planning, Marketing Communications, Email Marketing, Marketing, Cross-functional Team..., Project Management, Public Relations, Corporate Communications, Strategy, Leadership, Integrated Marketing, Product Marketing, Direct Marketing, Strategic Partnerships, Market Research, Entrepreneurship, Management, Advertising, Sales, Competitive Analysis
Education
Grand Canyon University 1972 — 1974
Bachelor of Science, Business Administration
The University of Southern Mississippi 1970 — 1972
GV Financial Advisors September 2007 - Present
RBC Wealth Management December 2004 - October 2006
Fegan and Associates February 1999 - October 2004
Skills
Wealth Management, Insurance, Estate Planning, Strategic Financial..., Retirement Planning, Asset Allocation, Investments, Series 7, Asset Managment, Tax, Accounting, Financial Planners, Life Insurance, Sales
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2003 — 2005
MBA, Finance
University of Southern California 1992 — 1996
BS, Kinesiology
GV Financial Advisors November 2014 - Present
Capstone Financial August 2012 - November 2014
Fiduciary Trust Company International May 2006 - July 2007
Skills
Retirement, Disability Insurance, Insurance, Long Term Care Insurance, Investments, Finance, Fixed Annuities, Series 7, Securities, Retirement Planning, Wealth Management, Mutual Funds, Financial Services, Risk Management, Strategic Financial..., Life Insurance, Banking, Financial Risk, Estate Planning, Financial Analysis, Portfolio Management, 401k, Investment Advisory, Asset Allocation, Asset Management, Financial Advisory, Alternative Investments, Long-term Care, Employee Benefits, Underwriting, Small Business
Education
Boston University 2009 — 2011
Certificate in Financial Planning
Fordham University 2002 — 2006
International Political Economy
Portsmouth Abbey School 1999 — 2002
Woodward Academy 1990 — 1999
GV Financial Advisors June 2006 - Present
Education
North Carolina State University
BS
The Welch Group, LLC November 2012 - Present
Fee-Only Planning Professionals, LLC March 2011 - November 2012
GV Financial Advisors June 2008 - March 2011
Skills
Long-term Care, Series 63, Fixed Annuities, Finance, Risk Management, Financial Services, Leadership, Due Diligence, Strategic Planning, Financial Modeling, Private Equity, Mergers & Acquisitions, Coaching, CRM, Microsoft Office, Event Planning, Data Analysis, Process Improvement, Project Management, Marketing Communications
Education
University of Alabama 2007 — 2008
Master's degree, Consumer Economics
University of Alabama 2003 — 2007
Bachelor's degree, Consumer Sciences with Concentration in Family Financial Planning and Counseling
GV Financial Advisors January 2015 - Present
GV Financial Advisors November 2004 - Present
HQ 2002 - 2004
Marketplace Bank 2001 - 2002
AutoTrader.com 1999 - 2001
Skills
Human Resources, Employee Relations, Employee Benefits, Recruiting, Performance Management, Onboarding, Change Management, Talent Acquisition, Project Management, Strategic Planning, Talent Management, Organizational..., Benefits Administration, Program Design &..., Legal & Regulatory..., Policy & Procedure...
Education
Georgia State University - J. Mack Robinson College of Business 2012 — 2014
Master of Business Administration (M.B.A.), Concentration: Organizational Management
University of South Carolina-Aiken 1994 — 1998
Bachelor of Arts, English Language and Literature, General
GV Financial Advisors August 2014 - Present
Johns Creek Arts Center 2010 - 2015
Adipa, LLC January 2011 - August 2014
Morgan Stanley Smith Barney November 2009 - August 2011
www.PresentForward.com September 2007 - October 2009
Own Company September 2000 - July 2007
Citigroup, N.A. August 1997 - October 1999
Bankers Trust Company February 1995 - July 1997
Deloitte Consulting August 1993 - December 1994
Texas Instruments July 1987 - July 1991
Skills
Strategic Planning, Business Strategy, Financial Services, Investments, Alternative Investments, Equities, Portfolio Management, Strategic Financial..., Asset Managment, Wealth Management, Investment Advisory, Finance, Start-ups, Business Planning, Strategy, Financial Planning, Asset Management, Entrepreneurship, Marketing, Leadership, Consulting, Management
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Finance
University of Tennessee-Knoxville 1983 — 1987
B.S.E.E., Electrical and Computer Engineering
Eisenhower High School
GV Financial Advisors August 2000 - Present
Bank South / Bank of America October 1993 - July 1996
Bank South April 1987 - September 1993
SunTrust Corporation April 1985 - April 1987
Skills
Estate Planning, Wealth Management, Retirement Planning, Investment Advisory, Strategic Financial..., Series 7, Asset Allocation, Investment Management, Investments, High Net Worth..., Asset Managment, Financial Planners
Education
University of Georgia - Terry College of Business
MBA, Finance - Portfolio Theory
The University of Georgia
BA, Psychology
GV Financial Advisors October 2002 - Present
J.P. Atkinson & Associates August 1995 - June 2002
Skills
Investment Advisory, Series 7, Wealth Management, Retirement Planning, Investments, Strategic Financial..., Estate Planning, Mutual Funds, Investment Management, Asset Allocation, Asset Management, Portfolio Management
Education
Middlebury College 1987 — 1991
The Walker School 1983 — 1987
GV Financial Advisors February 2008 - Present
Washington Mutual March 2002 - February 2008
Bank of America April 1995 - March 2002
Skills
Outlook, Calendaring, Travel Arrangements, Customer Service, Calendars, Expense Reports, Microsoft Excel, PowerPoint, Confidentiality, Microsoft Office, Microsoft Word, Notary Public, Expense Management, Administrative...
Education
Fullerton College 1996 — 1998
Business
Protective Life June 2014 - Present
Altec May 2013 - June 2014
Altec, Inc. November 2010 - May 2013
GV Financial Advisors September 2007 - October 2010
Skills
Recruiting, Human Resources, Interviews, Personnel Management, Onboarding, Employee Benefits, Employee Relations, Training, Management, Coaching, Talent Acquisition, Benefits Administration, Deferred Compensation, Job Descriptions, Customer Service
Education
Troy University 2012 — 2014
Masters of Science in Human Resources Management
Auburn University 2002 — 2007
Bachelor of Arts (B.A.), Economics
GV Financial Advisors June 2015 - Present
First Tech Federal Credit Union/Addison Avenue Investment Services December 2009 - June 2015
Princeton Retirement Group September 2007 - November 2009
Skills
Financial Services, Investments, Series 7, Financial Analysis, 401k, Series 63, Customer Service
Education
Georgia State University - J. Mack Robinson College of Business 2012 — 2015
Master of Business Administration (MBA), 3.95
Furman University 2003 — 2007
Bachelor of Arts (B.A.), Business Administration and Spanish
Ardenwoods November 2013 - Present
GV Financial Advisors May 2012 - November 2013
Elwood & Goetz Wealth Advisory Group December 2011 - April 2012
GV Financial Advisors April 2011 - December 2011
New York Life Insurance Company November 2010 - March 2011
Skills
Microsoft Excel, Strategic Financial..., Microsoft Word, Customer Service, Leadership, Retirement Planning, Microsoft Office, Customer Relations, Financial Planning, Data Analysis, Research, Risk Management, Outlook, Insurance, Finance, Marketing, Sales, Event Planning, Social Media
Education
The University of Georgia 2007 — 2011
BS, Family Financial Planning
Madison County High School
Jefferies LLC 2012 - Present
ACA Compliance Group 2011 - September 2012
Russell Reynolds Associates 2010 - 2011
GV Financial Advisors June 2009 - August 2009
Skills
Hedge Funds, Due Diligence, Private Equity, Research, Fund Of Funds, Equities, Investments
Education
Georgetown University - The McDonough School of Business
BSBA, Finance, Marketing
The Chinese University of Hong Kong 2008 — 2008
Marketing, Management
Pelosi Photo January 2009 - October 2009
GV Financial Advisors May 2002 - March 2008
Aldridge Reps Inc. 1982 - 1996
Skills
Investment Management, Account Management, Investments, Strategic Financial..., Investment Advisory, Budgets, Wealth Management, Asset Allocation, Mutual Funds, Insurance, Advertising, Asset Management
Education
University of Georgia - Terry College of Business
BBA, Business
GV Financial Advisors February 1992 - Present
various law firms January 1987 - June 1992
United States Senate September 1984 - March 1986
Skills
Estate Planning, Strategic Financial..., Wealth Management, Financial Planners, Wealth, Financial Advisory, Employee Benefits, Tax, Finance, Leadership, Business Planning, Mergers, Private Equity, Venture Capital, Financial Services, Small Business, Investment Banking, Strategy, ESOP, Captives, Charitable Trusts, Taxation of Trusts, Liquidity Management, Business Strategy, Income Tax, Transition Planning, Life Transitions, Real Estate Transactions, Strategic Planning, Liquidity Planning
Education
University of Georgia School of Law 1983 — 1986
J.D., Law, LSAT (law school admissions test) - Scored in Top 1 percent
University of Virginia 1977 — 1980
BA, English, Departmental Honors, Honors Thesis, Cum Laude with Distinction
Harvard Business School
Finance - Leading your Small Business Through its Lifecycle
The Westminster Schools
GV Financial Advisors February 1991 - Present
Skills
Investment Management, High Net Worth..., Investments, Investment Advisory, Retirement Planning, Asset Allocation, Financial Planners, Series 7, Securities, Insurance, Mutual Funds, Trusts
Education
University of Michigan Law School 1981 — 1984
Doctor of Law (J.D.)
Emory University 1980 — 1981
MA
Emory University 1977 — 1981
B.A.
GV Financial Advisors April 1998 - Present
GV Financial Advisors March 2015 - Present
Sisters on Mission November 2014 - Present
Peace on the Move, Inc. 2005 - 2011
SouthTrust Bank 1994 - 1996
Skills
Investment Management, Estate Planning, Strategic Financial..., Investment Advisory, Wealth Management, Asset Allocation, Mutual Funds
Education
University of Alabama 1993 — 1997
BS, Finance & Economics
M&T Bank January 2009 - Present
GV Financial Advisors January 2007 - January 2009
Ameriprise Financial January 2006 - September 2006
Skills
CRM, Problem Solving, Project Management, Account Management, High Net Worth...
Education
Georgia Institute of Technology 2002 — 2005
Bachelors, Management, Finance, Marketing
GV Financial Advisors March 2008 - Present
Washington Mutual March 2002 - March 2008
Bank of America April 1995 - March 2002
Education
Fullerton College 1996 — 1998
GV Financial Advisors March 1997 - Present
Education
University of Georgia - Terry College of Business 1991 — 1995
Bachelor's Degree, Business Administration and Management, General
GV Financial Advisors ContractorAGL ResourcesSeptember 2003 - May 2006
InterContinental Hotels Group 2001 - 2003
RE/MAX of Georgia November 1998 - November 2001
Coldwell Banker September 1991 - October 1998
SmithKline Beecham 1985 - 1991
Skills
Accounting, Investments, Financial Planners, Tax, Strategic Financial..., Financial Analysis, Financial Reporting, Mergers & Acquisitions, Financial Modeling, Finance, Cash Management, Cash Flow, Asset Management, Sarbanes-Oxley Act, Due Diligence
Education
Georgia State University - J. Mack Robinson College of Business 1983 — 1985
MBA, Finance
University of Georgia - Terry College of Business 1979 — 1983
BBA, Economics
Barbizon USA, LLC October 2013 - Present
Diggin' Deep Radio Show August 2012 - Present
GV Financial Advisors February 2011 - June 2012
UBS Financial Services August 2005 - September 2010
Todays Bride 2009 - 2010
American Express Financial Advisors 2002 - 2003
Skills
Series 7, Asset Allocation, Strategic Financial..., Wealth Management, Mutual Funds, Investments, Asset Management, Retirement Planning, Investment Advisory, Portfolio Management, Insurance, Estate Planning, Investment Strategies, Sales, Microsoft Excel, Risk Management
Education
The Ohio State University 1999 — 2001
B.S., Fashion Merchandising
Clark Atlanta University 1995 — 1997
Business Administration, Marketing
Clark Atlanta University 1995 — 1997
Business Administration, Marketing
Lawson Accounting Group, LLC June 2011 - Present
GV Financial Advisors December 2006 - June 2011
Acosta 2004 - 2006
Commercial Fire 2003 - 2004
Recall Total Information Management 1999 - 2003
Education
Kennesaw State University - Michael J. Coles College of Business 2007 — 2009
BA, Marketing
GV Financial Advisors May 2015 - Present
EMICO Advisory Services March 2012 - May 2015
The Response Group August 2011 - October 2011
The Response Group June 2010 - June 2011
Education
University of Mississippi 2005 — 2009
Finance
University of Innsbruck 2008 — 2008
GV Financial Advisors 2004 - 2009
Oglethorpe University 2004 - 2006
GE Capital 2001 - 2002
Digial:Convergence Corporation 2000 - 2001
The Coca-Cola Company 1993 - 2000
Kraft General Foods 1990 - 1993
Education
Georgia State University - J. Mack Robinson College of Business 2002 — 2004
MS, Personal Financial Planning
Millsaps College 1993 — 1997
MBA, Organizational Management
Michigan State University 1985 — 1990
BS (Dual Degrees), Public Affairs Management and Food Systems Economics & Management
GV Financial Advisors February 2015 - Present
GV Financial Advisors September 2013 - February 2015
GV Financial Advisors June 2013 - August 2013
Emerald Communications September 2012 - June 2013
Floristique January 2013 - April 2013
Metromix June 2011 - December 2011
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Corporate Finance, PowerPoint, Microsoft Office, Valuation, Microsoft Word, Accounting, Finance, Bloomberg, Investments, Banking, Teamwork, Portfolio Management, Customer Service, Economics, Financial Reporting, Equities, Derivatives
Education
Georgia Gwinnett College 2008 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Peachtree Ridge 2004 — 2008
High School Diploma