HABERSHAM FUNDING, LLC

Description

Address: 3495 Piedmont Rd NE, Atlanta, GA 30305 Hours: Closed ⋅ Opens 9AM Friday9AM–5PMSaturdayClosedSundayClosedMonday9AM–5PMTuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (404) 233-8275: Category: : Website: : : Place name: : : Website: http://www.habershamfunding.com/ Category: Life insurance agency 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 question

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HABERSHAM FUNDING, LLC Employees

Employee
Years
Job
Industry
Kenneth Pendley, CLU, ChFC, LUTCF Kenneth Pendley, CLU, ChFC, LUTCF Greater Atlanta Area Details
Kenneth Pendley, CLU, ChFC, LUTCF's HABERSHAM FUNDING, LLC Experience March 2013 - Present
Job Marketing Director at Habersham Funding, LLC
Industry Financial Services
Experience
Habersham Funding, LLC   March 2013 - Present
Ohio National  May 2007 - March 2013
Ohio National  2002 - 2007

Skills
Insurance, Life Insurance, Disability Insurance, IRAs, Health Insurance, Fixed Annuities, Underwriting, Retirement, Strategic Financial..., Term Life Insurance, Mutual Funds, Long-term Care, Portfolio Management, Retirement Planning, Property & Casualty..., Whole Life, 401k, Medicare, Series 6, Financial Planners, Universal Life, Estate Planning, Commercial Insurance, Critical Illness, Series 63, Brokers, Wealth Accumulation, Variable Annuities, Long Term Care Insurance, Umbrella Insurance, Wealth, Health Savings Accounts, Investments, Employee Benefits, Wealth Management, Financial Advisory, Insurance Brokerage, Pensions, Financial Services, Investment Advisory, Series 7, Securities, FINRA, Asset Allocation, Investment Strategies, Uniform Combined State..., Indexed Annuities, Personal Financial..., Alternative Investments, Small Business

Education
The American College   1999 — 2002
CLU, ChFC, Insurance

Christopher Partido, CFE Christopher Partido, CFE Atlanta, Georgia Details
Christopher Partido, CFE's HABERSHAM FUNDING, LLC Experience May 2012 - Present
Job Director Valuation & Analytics at Habersham Funding, LLC
Industry Financial Services
Experience
Habersham Funding, LLC   May 2012 - Present
Habersham Funding, LLC   October 2010 - April 2012
Habersham Funding, LLC   July 2007 - November 2010
Habersham Funding, LLC   July 2007 - October 2010

Skills
Valuation, Life Insurance, Financial Modeling, Alternative Investments, Corporate Finance, Insurance, Financial Analysis, Financial Reporting, Finance, Forecasting, Financial Accounting, Retirement Planning

Education
Georgia State University - J. Mack Robinson College of Business   2003 — 2007
BBA, Finance

Asia Portee Asia Portee Atlanta, Georgia Details
Asia Portee's HABERSHAM FUNDING, LLC Experience January 2006 - July 2012
Job Architecture & Planning Professional
Industry Architecture & Planning
Experience
Cherry Bekaert LLP  March 2014 - Present
Pond & Company  November 2012 - March 2014
SunTrust Bank  July 2012 - November 2012
Habersham Funding, LLC   January 2006 - July 2012

Skills
Administrative..., Microsoft Office, PowerPoint, Editing, Budgets, Process Improvement, Office Management, Training

Education
Howard University   1997 — 2001
Bachelor of Arts (B.A.), Spanish Language Teacher Education

Yuntao (Winnie) Chen Yuntao (Winnie) Chen Greater Atlanta Area Details
Yuntao (Winnie) Chen's HABERSHAM FUNDING, LLC Experience March 2013 - April 2013
Job Senior Actuarial Assistant at AIG
Industry Insurance
Experience
AIG  January 2015 - Present
AIG  August 2013 - Present
AIG  May 2013 - July 2013
Habersham Funding, LLC   March 2013 - April 2013

Skills
Microsoft Excel, Access, Actuarial Science, P/1, C++, FM/2, Pricing, SAS, P&C, VBA

Education
Georgia State University - J. Mack Robinson College of Business   2011 — 2013
Bachelor of Business Administration (B.B.A.), Actuarial Science, Institutional GPA 3.78

Adam Hicks, J.D. Adam Hicks, J.D. Greater Atlanta Area Details
Adam Hicks, J.D.'s HABERSHAM FUNDING, LLC Experience June 2009 - February 2015
Job Estate Planning and Regulatory Consulting Attorney
Industry Legal Services
Experience
Adam S. Hicks, Attorney at Law   June 2015 - Present
Sweet Dreams Nurse Anesthesia, Inc.   March 2015 - April 2015
Habersham Funding, LLC   June 2009 - February 2015
Adam S. Hicks, Attorney at Law   February 2003 - June 2009
National Financial Services Group  June 2006 - May 2009
Touchstone Strategic Group   2003 - May 2009
Peachtree Planning Corporation  March 2003 - June 2006
AXA Financial  June 2002 - February 2003
Stewart, Melvin & Frost, LLC   October 1997 - May 2002
LifeSouth Community Blood Centers  July 1996 - December 2001

Skills
Litigation, Estate Planning, Insurance, Civil Litigation, Due Diligence, Investments, Courts, Retirement Planning, Defense, Finance, Corporate Law, Small Business, Appeals, Legal Research, Legal Writing, Tax, Licensing, Securities, Real Estate, Mergers & Acquisitions, Management, Negotiation, Risk Management, Arbitration, Administrative Law, Contract Negotiation, Financial Services, Mediation, Commercial Litigation, Strategic Planning, Executive Management, Leadership, Team Building, Training, Project Management, Program Management

Education
Mercer University - Walter F. George School of Law   1992 — 1995
J.D., Law

US Naval Academy   1982 — 1986
B.S., General Engineering

Bryan Freeman Bryan Freeman Greater Atlanta Area Details
Bryan Freeman's HABERSHAM FUNDING, LLC Experience March 2001 - Present
Job Founder and President, Habersham Funding, LLC
Industry Financial Services
Experience
Private Bank of Buckhead  2006 - Present
Habersham Funding, LLC   March 2001 - Present
Life Insurance Settlement Association  May 2000 - April 2014

Skills
Life Settlements, Investments, Insurance, Life Insurance, Estate Planning, Strategic Financial..., Financial Services, Retirement Planning, Finance, Leadership, Strategic Planning, Fixed Annuities, Long-term Care, Due Diligence, Wealth, Retirement, Small Business, High Net Worth..., Term Life Insurance, Funding, Entrepreneurship, Wealth Management, Portfolio Management, Investment Strategies, Financial Planners, Nonprofits, Disability Insurance, Financial Advisory, Asset Management, Securities, Banking, Employee Benefits, Investment Management, Social Networking, Health Insurance, Underwriting, Investment Advisory, Pensions, IRAs, Personal Finance, Structured Finance, 401k, Mutual Funds, Alternative Investments, Valuation, Trusts, Asset Allocation, Asset, Non-profits, Financial Planning

Education
Georgia Institute of Technology   1977 — 1980

Darlington School   1973 — 1977

B. Andrew Plant B. Andrew Plant Greater Atlanta Area Details
B. Andrew Plant's HABERSHAM FUNDING, LLC Experience January 1998 - July 2005
Job Public Relations Strategist Heralding your brand through compelling words and images
Industry Public Relations and Communications
Experience
Plant Communications, LLC   July 2005 - Present
Joan Garner for Fulton County Commissioner   April 2010 - November 2010
Alex Wan for Atlanta City Council District 6   May 2009 - December 2009
Roving freelance writer   1998 - 2007
Habersham Funding, LLC   January 1998 - July 2005
Plant Communications   July 1993 - December 1997
Institute of Nuclear Power Operations  1988 - 1993

Skills
Public Relations, Media Relations, Strategic Communications, Strategic Planning, Writing, Publications, Reputation Management, Grassroots Communication, Political Communication, Magazines, Crisis Communications, Journalism, Speech Writing, Marketing, Editing, Nonprofits, Advertising, Social Media Marketing, Internal Communications, Fundraising, Corporate Communications, Press Releases, Interviews, Feature Articles, Email Marketing, Message Development, Online Marketing, New Media, Social Networking, Newsletters, Publicity, Copywriting, Blogging, News Writing, Facebook, Content Development, Integrated Marketing, Copy Editing, Newspapers, Marketing Communications, Editorial, Publishing, Entertainment, Brand Development, Storytelling, Web Content, Corporate Branding, Content Management, Digital Media, AP Style

Education
Georgia State University   1989 — 1992
Master of Public Administration (MPA)

University of Tennessee-Knoxville   1984 — 1988
BS - Communications, Advertising, public relations, journalism

Logan Byers Logan Byers Greater Atlanta Area Details
Logan Byers's HABERSHAM FUNDING, LLC Experience March 2006 - Present
Job Client Relations Manager
Industry Financial Services
Experience
Habersham Funding, LLC   March 2006 - Present

Education
University of Georgia - Terry College of Business

Jonathan Jarrell Jonathan Jarrell Greater Atlanta Area Details
Jonathan Jarrell's HABERSHAM FUNDING, LLC Experience August 2009 - March 2013
Job Business Attorney Specializing in Investment, M&A, Securities and Regulatory Compliance
Industry Law Practice
Experience
Thrasher Worth LLC   February 2015 - Present
Thrasher Liss & Smith, LLC   March 2013 - February 2015
Habersham Funding, LLC   August 2009 - March 2013
Scroggin & Company, P.C.   August 2009 - August 2009
National Pilots Association   May 2008 - August 2008
Kelleman Law Firm PC   June 2007 - August 2007
Morris Hardwick Schneider  May 2007 - August 2007
Aaron Rents, Inc.   August 2003 - July 2006
Aaron Rents, Inc.   October 2000 - August 2003

Skills
Drafting Agreements, Contract Negotiation, Contract Management, Client Counseling, Legal Compliance, Document Drafting, Legal Research, Legal Writing, Insurance, Mergers, Auditing, Non-profits, Regulatory Submissions, Mergers & Acquisitions, Regulatory Requirements, HIPAA, Regulatory Affairs, Corporate Law, Securities Regulation, Securities Offerings, Corporate Finance, Litigation, Management

Education
Mercer University - Walter F. George School of Law   2006 — 2009
JD, Law

Wake Forest University   1996 — 2000
BA, Psychology

Ms. Deneda D. Mosley, CFE Ms. Deneda D. Mosley, CFE Greater Atlanta Area Details
Ms. Deneda D. Mosley, CFE's HABERSHAM FUNDING, LLC Experience January 2010 - Present
Job Accountant at Habersham Funding, LLC
Industry Accounting
Experience
Habersham Funding, LLC   January 2010 - Present
Clear Channel Radio  September 2007 - November 2008
Accurate Accounting  June 2006 - July 2007
Ada Mortgage   August 2000 - July 2007

Skills
Financial Reporting, Due Diligence, Finance, Corporate Finance, Accounting, Accounts Payable, Financial Accounting, Accounts Receivable, Account Reconciliation, Accruals, Tax Preparation, Income Tax, Internal Audit, Payroll, Bank Reconciliation, General Ledger, Journal Entries, Management, Auditing, Microsoft Office

Education
Davenport University   1995 — 2006
Bachelor of Applied Science (B.A.Sc.), Finance, General

Charlene Nandlal-Smith Charlene Nandlal-Smith Greater Atlanta Area Details
Charlene Nandlal-Smith's HABERSHAM FUNDING, LLC Experience June 2009 - Present
Job Director of Underwriting, Quality Assurance and Processing at Habersham Funding, LLC
Industry Insurance
Experience
Habersham Funding, LLC   June 2009 - Present
Habersham Funding, LLC   March 2006 - June 2009
Habersham Funding, LLC   February 2005 - February 2006
CompBenefits  May 2002 - November 2004
ING Southland Life Insurance Co.   January 2001 - April 2002

Skills
Life Settlements, Medical Underwriting, Operations Management, Technical Documentation, Quality Assurance, Customer Service, Investments, Insurance, Life Insurance, Portfolio Management, Underwriting, Risk Management, Leadership, Finance

Education
Georgia State University   1995 — 2000
Bachelor of Science, Psychology minor Biology

Brian J. Masters, CFE Brian J. Masters, CFE Greater Atlanta Area Details
Brian J. Masters, CFE's HABERSHAM FUNDING, LLC Experience October 1998 - Present
Job Experienced Life Settlement and Medical Underwriting Professional
Industry Insurance
Experience
HABERSHAM FUNDING, LLC   October 1998 - Present
WOMBLE, CARLYLE, SANDRIDGE & RICE, Winston-Salem, North Carolina   April 1994 - May 1998
EUBANK, HASSELL, MILES & LEWIS, Daytona Beach, Florida   March 1988 - May 1992
CIRCUIT COURT, Volusia County, Florida   February 1986 - December 1987

Education
Marycrest University
Legal Assistant/ Paralegal Certificate

University of Northern Iowa   1977 — 1981
BACHELOR OF ARTS DEGREE, SOCIOLOGY

Denise Delph Denise Delph Greater Atlanta Area Details
Denise Delph's HABERSHAM FUNDING, LLC Experience July 2007 - July 2013
Job Client Service Analyst (GLS) at Athena Health Inc
Industry Financial Services
Experience
Athena Health  February 2015 - Present
LiNA Medical  January 2014 - August 2014
Habersham Funding, LLC   July 2007 - July 2013
Ringler Associates  June 2000 - January 2006

Skills
Administrative..., Data..., Leadership qualities..., Conscientious and..., Fine Negotiating...

Education
Strayer University-Georgia   2006 — 2008
Bachelor's degree, B.A., Business Administration (Concentration: Management), 3.5 gPA

Joseph Howie Joseph Howie Greater Atlanta Area Details
Joseph Howie's HABERSHAM FUNDING, LLC Experience January 2009 - March 2010
Job Vice President at ICON Commercial Interests
Industry Real Estate
Experience
ICON Commercial Interests   April 2010 - Present
Habersham Funding, LLC   January 2009 - March 2010

Skills
Customer Relations, Excel, Word, Real Estate, Strategic Planning, Marketing Strategy, Risk Management, Direct Sales, Real Estate Transactions, Corporate Real Estate, Real Estate Finance, Organizational..., Soccer, Direct Marketing, Email Marketing, Digital Marketing, Real Estate Negotiation, Contract Negotiations, Team Management, Contract Negotiation, Real Estate Economics, Leases, Negotiation

Education
Emory University   2005 — 2009
Bachelor of Arts, Economics

Southern Methodist University   2004 — 2005

Savannah Country Day School   1990 — 2004