GV Financial Advisors

Description

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.

GV Financial Advisors Salaries. You can even request information on how much does GV Financial Advisors pay if you want to. Learn about salaries, pros and cons of working for GV Financial Advisors directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

52 GV Financial Advisors employees in database. Find out everything there's to know about GV Financial Advisors employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

GV Financial Advisors Employees

Employee
Years
Job
Industry
Daniel Geller Daniel Geller Atlanta, Georgia Details
Daniel Geller's GV Financial Advisors Experience July 2014 - Present
Job Special Projects Analyst at GV Financial Advisors
Industry Financial Services
Experience
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

Olen Earl Olen Earl Atlanta, Georgia Details
Olen Earl's GV Financial Advisors Experience November 1998 - July 2001
Job Executive Director of Gift Planning at Emory University
Industry Higher Education
Experience
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

Rachel Geller Seiber Rachel Geller Seiber Greater Atlanta Area Details
Rachel Geller Seiber's GV Financial Advisors Experience January 2014 - Present
Job HR Generalist at GV Financial Advisors
Industry Human Resources
Experience
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

David G. Curry, CFP® David G. Curry, CFP® Atlanta, Georgia Details
David G. Curry, CFP®'s GV Financial Advisors Experience January 2012 - June 2014
Job Managing Partner at Atlanta Capital Group
Industry Financial Services
Experience
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

Lauren Downs Lauren Downs Greater Atlanta Area Details
Lauren Downs's GV Financial Advisors Experience March 2011 - April 2015
Job Sr. Client Service Assistant at Ronald Blue & Co.
Industry Financial Services
Experience
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

Christopher M. Chiddix Christopher M. Chiddix Austin, Texas Details
Christopher M. Chiddix's GV Financial Advisors Experience January 2008 - May 2009
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
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

Trenton Jones Trenton Jones Greater Atlanta Area Details
Trenton Jones's GV Financial Advisors Experience June 2009 - Present
Job Office Associate at GV Financial Advisors
Industry Financial Services
Experience
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

Russell Walker Russell Walker Greater Atlanta Area Details
Russell Walker's GV Financial Advisors Experience 2010 - December 2013
Job Treasury Analyst at Fiserv
Industry Financial Services
Experience
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

John Ellard John Ellard Greater Atlanta Area Details
John Ellard's GV Financial Advisors Experience September 2015 - Present
Job Helping people lead confident and meaningful lives
Industry Financial Services
Experience
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

John Carty-Campbell, CFP®, MBA John Carty-Campbell, CFP®, MBA Greater Atlanta Area Details
John Carty-Campbell, CFP®, MBA's GV Financial Advisors Experience September 2001 - March 2006
Job Senior Partner A Better Financial Group
Industry Financial Services
Experience
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

Craig Belisle, ChFC Craig Belisle, ChFC Greater Atlanta Area Details
Craig Belisle, ChFC's GV Financial Advisors Experience April 1996 - Present
Job I help successful individuals use their wealth to create a great life for themselves and those they care about.
Industry Financial Services
Experience
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

Nancy Sagar Nancy Sagar Greater Atlanta Area Details
Nancy Sagar's GV Financial Advisors Experience July 2015 - Present
Job VP Marketing for Behavioral Wealth Management firm
Industry Financial Services
Experience
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

Betty Dworschak Betty Dworschak Greater Atlanta Area Details
Betty Dworschak's GV Financial Advisors Experience 1996 - 2000
Job Owner, Coherent Business Communications and Writing and Editing Consultant
Industry Writing and Editing
Experience
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

Audrey Geller Audrey Geller Greater Atlanta Area Details
Audrey Geller's GV Financial Advisors Experience September 2009 - May 2010
Job First Grade Teacher at Cary Reynolds Elementary
Industry Primary/Secondary Education
Experience
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

Brandon Reid Brandon Reid Lithonia, Georgia Details
Brandon Reid's GV Financial Advisors Experience June 2006 - September 2013
Job Electrical Engineer at Commonwealth Associates, Inc.
Industry Utilities
Experience
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

Deborah Lovin Deborah Lovin Atlanta, Georgia Details
Deborah Lovin's GV Financial Advisors Experience September 2012 - Present
Job Marketing Coordinator at GV Financial Advisors
Industry Financial Services
Experience
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

Cindy Wilson, CFP® Cindy Wilson, CFP® Greater Atlanta Area Details
Cindy Wilson, CFP®'s GV Financial Advisors Experience September 2007 - Present
Job Financial Advisor at GV Financial Advisors
Industry Financial Services
Experience
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

Caroline Vollertsen, CFP® Caroline Vollertsen, CFP® Greater Atlanta Area Details
Caroline Vollertsen, CFP®'s GV Financial Advisors Experience November 2014 - Present
Job Client Service Associate at GV Financial Advisors
Industry Financial Services
Experience
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

Trevor Thompson, CFP® Trevor Thompson, CFP® Greater Atlanta Area Details
Trevor Thompson, CFP®'s GV Financial Advisors Experience June 2006 - Present
Job Financial Advisor at GV Financial Advisors
Industry Financial Services
Experience
GV Financial Advisors   June 2006 - Present

Education
North Carolina State University
BS

Beth Moody, CFP® Beth Moody, CFP® Birmingham, Alabama Area Details
Beth Moody, CFP®'s GV Financial Advisors Experience June 2008 - March 2011
Job Advisor at The Welch Group, LLC
Industry Financial Services
Experience
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

Cynthia Gardner Studrawa, SPHR Cynthia Gardner Studrawa, SPHR Greater Atlanta Area Details
Cynthia Gardner Studrawa, SPHR's GV Financial Advisors Experience January 2015 - Present
Job Vice President, Human Resources
Industry Financial Services
Experience
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

Deepa Lahoti Deepa Lahoti Greater Atlanta Area Details
Deepa Lahoti's GV Financial Advisors Experience August 2014 - Present
Job Vice President, GV Financial Advisors
Industry Financial Services
Experience
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

Joy (Lanier) Mobley Joy (Lanier) Mobley Greater Atlanta Area Details
Joy (Lanier) Mobley's GV Financial Advisors Experience August 2000 - Present
Job Senior Financial Advisor at GV Financial Advisors
Industry Financial Services
Experience
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

Lara O'Leary Lara O'Leary Greater Atlanta Area Details
Lara O'Leary's GV Financial Advisors Experience October 2002 - Present
Job Financial Advisor at GV Financial Advisors
Industry Financial Services
Experience
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

Deanna Krupa Deanna Krupa Atlanta, Georgia Details
Deanna Krupa's GV Financial Advisors Experience February 2008 - Present
Job Executive Assistant to the CEO
Industry Financial Services
Experience
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

Natalie Jennings, PHR Natalie Jennings, PHR Birmingham, Alabama Area Details
Natalie Jennings, PHR's GV Financial Advisors Experience September 2007 - October 2010
Job HR Partner at Protective Life
Industry Machinery
Experience
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

Lindsay Bickerton Lindsay Bickerton Atlanta, Georgia Details
Lindsay Bickerton's GV Financial Advisors Experience June 2015 - Present
Job CSA at GV Financial
Industry Financial Services
Experience
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

Mandy Overstreet Mandy Overstreet Asheville, North Carolina Area Details
Mandy Overstreet's GV Financial Advisors Experience May 2012 - November 2013
Job Marketing for Senior Housing at Ardenwoods
Industry Marketing and Advertising
Experience
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

David Tillem David Tillem Atlanta, Georgia Details
David Tillem's GV Financial Advisors Experience June 2009 - August 2009
Job Institutional Equity Sales Associate at Jefferies & Company
Industry Financial Services
Experience
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

Donna Aldridge Donna Aldridge Greater Atlanta Area Details
Donna Aldridge's GV Financial Advisors Experience May 2002 - March 2008
Job Business Developer
Industry Photography
Experience
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

Marc Lewyn, CEO of Strategic Liquidity at GV Marc Lewyn, CEO of Strategic Liquidity at GV Greater Atlanta Area Details
Marc Lewyn, CEO of Strategic Liquidity at GV's GV Financial Advisors Experience February 1992 - Present
Job Helping business owners determine which of the Seven Paths to Unlocking Wealth from their Business is right for them
Industry Financial Services
Experience
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

David Geller David Geller Greater Atlanta Area Details
David Geller's GV Financial Advisors Experience February 1991 - Present
Job Helping People Use Their Wealth to Live Their Best Lives
Industry Financial Services
Experience
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.

Sherwin Nelson Clemons, CFP® Sherwin Nelson Clemons, CFP® Greater Atlanta Area Details
Sherwin Nelson Clemons, CFP®'s GV Financial Advisors Experience April 1998 - Present
Job Vice President, Senior Financial Advisor
Industry Financial Services
Experience
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

Esther Sanders Esther Sanders Phoenix, Arizona Area Details
Esther Sanders's GV Financial Advisors Experience January 2007 - January 2009
Job Relationship Manager at Wilmington Trust
Industry Financial Services
Experience
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

Deanna Krupa Deanna Krupa Greater Atlanta Area Details
Deanna Krupa's GV Financial Advisors Experience March 2008 - Present
Job Executive Assistant at GV Financial Advisors
Industry Financial Services
Experience
GV Financial Advisors   March 2008 - Present
Washington Mutual  March 2002 - March 2008
Bank of America  April 1995 - March 2002

Education
Fullerton College   1996 — 1998

Gary Whitehurst Gary Whitehurst Greater Atlanta Area Details
Gary Whitehurst's GV Financial Advisors Experience March 1997 - Present
Job Chief Revenue Officer, GV Financial Advisors
Industry Financial Services
Experience
GV Financial Advisors   March 1997 - Present

Education
University of Georgia - Terry College of Business   1991 — 1995
Bachelor's Degree, Business Administration and Management, General

Gary Battles Gary Battles Greater Atlanta Area Details
Gary Battles's GV Financial Advisors Experience ContractorAGL ResourcesSeptember 2003 - May 2006
Job Controller at GV Financial Advisors
Industry Financial Services
Experience
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

Angelia (Lia Marie) Brown Angelia (Lia Marie) Brown Greater Atlanta Area Details
Angelia (Lia Marie) Brown's GV Financial Advisors Experience February 2011 - June 2012
Job Special Events Supervisor at Barbizon USA, LLC
Industry Entertainment
Experience
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

Allison Turner Allison Turner Greater Atlanta Area Details
Allison Turner's GV Financial Advisors Experience December 2006 - June 2011
Job Bookkeeper at Lawson Accounting Group, LLC
Industry Financial Services
Experience
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

Ben Magusiak Ben Magusiak Atlanta, Georgia Details
Ben Magusiak's GV Financial Advisors Experience May 2015 - Present
Job Client Service Advisor at GV Financial Advisors
Industry Financial Services
Experience
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

David Combs, CFP David Combs, CFP Greater Atlanta Area Details
David Combs, CFP's GV Financial Advisors Experience 2004 - 2009
Job Marketing and Financial Services Professional
Industry Financial Services
Experience
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

Kaitlin Timmer Kaitlin Timmer Atlanta, Georgia Details
Kaitlin Timmer's GV Financial Advisors Experience February 2015 - Present
Job Investment Analyst at GV Financial Advisors
Industry Financial Services
Experience
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