HABERSHAM FUNDING, LLC
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
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
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
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
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 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
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
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
Habersham Funding, LLC March 2006 - Present
Education
University of Georgia - Terry College of Business
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
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
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
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
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
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