Henssler Financial
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Henssler Financial Employees
Employee
Years
Job
Industry
Hayley Clinning Hayley Clinning's Henssler Financial Experience May 2015 - Present
Job Operations Assistant at Henssler Financial
Industry Financial Services
Experience
Henssler Financial May 2015 - Present
Kennesaw State Student Managed Investment Fund August 2014 - May 2015
Henssler Financial May 2014 - May 2015
Veterinary Associates Takanini, New Zealand 2010 - January 2014
Manukau Golf Club, New Zealand 2010 - January 2014
Skills
Time Management, Leadership, Communication, Organization, PowerBI, Investments, PowerQuery, PowerPivot, PowerView, Corporate Finance, Finance, Data Analysis, Teamwork, Quality Workmanship, Golf, SAS programming, R, Microsoft Word, Microsoft Excel, Customer Service, Multi Tasking, Phone Etiquette
Education
Kennesaw State University 2010 — 2015
Bachelor's Degree, Finance with a minor in Applied Statistics and Data Analysis, Graduated
Kennesaw State University - Michael J. Coles College of Business 2009 — 2015
Bachelor of Business Administration (B.B.A.) Majoring in Finance, Finance, General
Henssler Financial May 2015 - Present
Kennesaw State Student Managed Investment Fund August 2014 - May 2015
Henssler Financial May 2014 - May 2015
Veterinary Associates Takanini, New Zealand 2010 - January 2014
Manukau Golf Club, New Zealand 2010 - January 2014
Skills
Time Management, Leadership, Communication, Organization, PowerBI, Investments, PowerQuery, PowerPivot, PowerView, Corporate Finance, Finance, Data Analysis, Teamwork, Quality Workmanship, Golf, SAS programming, R, Microsoft Word, Microsoft Excel, Customer Service, Multi Tasking, Phone Etiquette
Education
Kennesaw State University 2010 — 2015
Bachelor's Degree, Finance with a minor in Applied Statistics and Data Analysis, Graduated
Kennesaw State University - Michael J. Coles College of Business 2009 — 2015
Bachelor of Business Administration (B.B.A.) Majoring in Finance, Finance, General
Hayley Laszlo Hayley Laszlo's Henssler Financial Experience May 2012 - June 2012
Job Dealer and Retention Marketing Coordinator at Porsche Cars North America
Industry Marketing and Advertising
Experience
Porsche Cars North America November 2014 - Present
Porsche Cars North America June 2014 - November 2014
Gervais Group, LLC May 2013 - August 2013
Sportfive June 2012 - August 2012
Henssler Financial May 2012 - June 2012
Target July 2008 - October 2011
Skills
Microsoft Office, SAP FI, Social Media Marketing, Facebook, SAP, PowerPoint, Microsoft Excel, Social Media, Time Management, Microsoft Word, Marketing, Leadership, Social Networking, Team Leadership, Public Speaking, SEO, SEM
Education
Georgia Institute of Technology 2010 — 2014
Business Administration, Marketing
Harrison High School 2006 — 2010
Porsche Cars North America November 2014 - Present
Porsche Cars North America June 2014 - November 2014
Gervais Group, LLC May 2013 - August 2013
Sportfive June 2012 - August 2012
Henssler Financial May 2012 - June 2012
Target July 2008 - October 2011
Skills
Microsoft Office, SAP FI, Social Media Marketing, Facebook, SAP, PowerPoint, Microsoft Excel, Social Media, Time Management, Microsoft Word, Marketing, Leadership, Social Networking, Team Leadership, Public Speaking, SEO, SEM
Education
Georgia Institute of Technology 2010 — 2014
Business Administration, Marketing
Harrison High School 2006 — 2010
Benjamin Mora Benjamin Mora's Henssler Financial Experience June 2014 - Present
Job Assistant at Henssler Financial
Industry Financial Services
Experience
Henssler Financial June 2014 - Present
Key Planning January 2014 - May 2014
Asset Advisors Group, LLC January 2014 - April 2014
Key Planning May 2013 - August 2013
VITA (Volunteer Income Tax Assistance) January 2013 - April 2013
La Cosecha Food Service December 2011 - August 2012
FYE August 2011 - February 2012
Education
The University of Georgia 2007 — 2013
Family Financial Planning
UGA International Studies in Costa Rica 2009 — 2009
International Business
Henssler Financial June 2014 - Present
Key Planning January 2014 - May 2014
Asset Advisors Group, LLC January 2014 - April 2014
Key Planning May 2013 - August 2013
VITA (Volunteer Income Tax Assistance) January 2013 - April 2013
La Cosecha Food Service December 2011 - August 2012
FYE August 2011 - February 2012
Education
The University of Georgia 2007 — 2013
Family Financial Planning
UGA International Studies in Costa Rica 2009 — 2009
International Business
Emily Cowan Emily Cowan's Henssler Financial Experience January 2005 - Present
Job Tax Consultant
Industry Accounting
Experience
Henssler Financial January 2005 - Present
Skills
Tax Returns, QuickBooks, Tax Preparation, Accounting, Financial Analysis, General Ledger, Microsoft Excel, Tax Research, Tax Accounting, Partnership Taxation, Corporate Tax, Income Tax, Tax, Sales Tax, Property Tax, Tax Advisory
Education
Kennesaw State University 2006 — 2008
MBA
Kennesaw State University 2002 — 2006
Bachelor's in Business Administration, Accounting
Henssler Financial January 2005 - Present
Skills
Tax Returns, QuickBooks, Tax Preparation, Accounting, Financial Analysis, General Ledger, Microsoft Excel, Tax Research, Tax Accounting, Partnership Taxation, Corporate Tax, Income Tax, Tax, Sales Tax, Property Tax, Tax Advisory
Education
Kennesaw State University 2006 — 2008
MBA
Kennesaw State University 2002 — 2006
Bachelor's in Business Administration, Accounting
Daniela Carvajalino Daniela Carvajalino's Henssler Financial Experience January 2015 - August 2015
Job Coauthor of "Parents and Coaches," Quality Line Motivational Speaker, P&I Intern at Henssler Financial
Industry Financial Services
Experience
Parents and Cocahes January 2009 - Present
KSU Student Managed Investment Fund LLC January 2015 - Present
Quality Line January 2002 - Present
Henssler Financial January 2015 - August 2015
KSU Student Managed Investment Fund August 2014 - December 2014
KSU Student Managed Investment Fund LLC August 2013 - December 2014
Athletics Department at Kennesaw State University January 2014 - May 2014
Cartagena International School January 2010 - January 2012
Skills
Business Development, Public Speaking, Management, Finance, Marketing, Customer Service, Social Media, Time Management, Bloomberg Terminal, Team Building, Project Management, Coaching, Microsoft Office, Event Planning, PowerPoint, Research, Public Relations, Microsoft Word, Teamwork, Entrepreneurship, Business Strategy, entrepreneur, entrepre, Entrepreneurship..., Training
Education
Kennesaw State University 2012 — 2016
Bachelor of Business Administration in Finance and Marketing, Finance and Management.
Kennesaw State University
Finance, General
Parents and Cocahes January 2009 - Present
KSU Student Managed Investment Fund LLC January 2015 - Present
Quality Line January 2002 - Present
Henssler Financial January 2015 - August 2015
KSU Student Managed Investment Fund August 2014 - December 2014
KSU Student Managed Investment Fund LLC August 2013 - December 2014
Athletics Department at Kennesaw State University January 2014 - May 2014
Cartagena International School January 2010 - January 2012
Skills
Business Development, Public Speaking, Management, Finance, Marketing, Customer Service, Social Media, Time Management, Bloomberg Terminal, Team Building, Project Management, Coaching, Microsoft Office, Event Planning, PowerPoint, Research, Public Relations, Microsoft Word, Teamwork, Entrepreneurship, Business Strategy, entrepreneur, entrepre, Entrepreneurship..., Training
Education
Kennesaw State University 2012 — 2016
Bachelor of Business Administration in Finance and Marketing, Finance and Management.
Kennesaw State University
Finance, General
Cheick Traore's Henssler Financial Experience January 2015 - August 2015
Job KSU'17 | Financial Services | Applied Statistics & Data Analysis
Industry Financial Services
Experience
KSU Student Managed Investment Fund LLC May 2015 - Present
Henssler Financial January 2015 - August 2015
KSU Student Managed Investment Fund LLC December 2014 - May 2015
The Edge Connection September 2014 - February 2015
KSU Student Managed Investment Fund LLC June 2014 - December 2014
KSU Student Managed Investment Fund LLC December 2013 - May 2014
Maafoti Boutique January 2009 - December 2010
Skills
Financial Analysis, Financial Reporting, Bloomberg Terminal, Equities, Portfolio Management, Customer Service, Cash Management, Microsoft Office, Investments, Finance, Financial Services, Sales, Accounting, Management, PowerPoint, Microsoft Excel, Microsoft Word, Research, Teamwork
Education
Kennesaw State University 2013 — 2017
Bachelor's Degree, Finance, General & Applied Statistics and Data Analysis
KSU Student Managed Investment Fund LLC May 2015 - Present
Henssler Financial January 2015 - August 2015
KSU Student Managed Investment Fund LLC December 2014 - May 2015
The Edge Connection September 2014 - February 2015
KSU Student Managed Investment Fund LLC June 2014 - December 2014
KSU Student Managed Investment Fund LLC December 2013 - May 2014
Maafoti Boutique January 2009 - December 2010
Skills
Financial Analysis, Financial Reporting, Bloomberg Terminal, Equities, Portfolio Management, Customer Service, Cash Management, Microsoft Office, Investments, Finance, Financial Services, Sales, Accounting, Management, PowerPoint, Microsoft Excel, Microsoft Word, Research, Teamwork
Education
Kennesaw State University 2013 — 2017
Bachelor's Degree, Finance, General & Applied Statistics and Data Analysis
Charlie Holloway, CFP®, CDFA™ Charlie Holloway, CFP®, CDFA™'s Henssler Financial Experience 2008 - Present
Job Managing Associate at Henssler Financial
Industry Financial Services
Experience
Henssler Financial 2008 - Present
UBS 2007 - 2008
Homrich Berg 2004 - 2007
Wachovia Securities 2000 - 2004
Skills
Investments, Alternative Investments, Bloomberg Terminal, Investment Strategies, Investment Management, Asset Allocation, Financial Modeling, Financial Analysis, Asset Managment, Wealth Management, Portfolio Management
Education
Georgia Tech 1995 — 2000
Bachelor of Science (B.S.), Management
The Lovett School 1989 — 1995
Henssler Financial 2008 - Present
UBS 2007 - 2008
Homrich Berg 2004 - 2007
Wachovia Securities 2000 - 2004
Skills
Investments, Alternative Investments, Bloomberg Terminal, Investment Strategies, Investment Management, Asset Allocation, Financial Modeling, Financial Analysis, Asset Managment, Wealth Management, Portfolio Management
Education
Georgia Tech 1995 — 2000
Bachelor of Science (B.S.), Management
The Lovett School 1989 — 1995
Kathy Moore-Nietrzeba, CPA Kathy Moore-Nietrzeba, CPA's Henssler Financial Experience July 2005 - May 2014
Job Owner of KMN CPA LLC
Industry Accounting
Experience
KMN CPA LLC May 2014 - Present
Henssler Financial July 2005 - May 2014
Moore & Associates, LLC September 2002 - July 2005
Williamson & Sneed Incorporated December 1984 - September 2002
Skills
Accounting, GAAP, General Ledger, Tax, Financial Analysis, Income Tax, Partnership Taxation, Corporate Tax, Tax Returns, Tax Accounting, Financial Reporting, Auditing, Financial Accounting, Accounts Payable, Journal Entries, Cash Flow, Internal Controls, Account Reconciliation, Accountants, Financial Statements, Small Business, Fixed Assets, IRS, Personal Financial..., Bank Reconciliation, Payroll Taxes, Depreciation, Variance Analysis, State Tax, Business Tax Planning, Retirement Planning, Preparation, Year-end Close, Spreadsheets
Education
Kennesaw State University 1983 — 1987
Bachelor of Business Administration, Accounting
KMN CPA LLC May 2014 - Present
Henssler Financial July 2005 - May 2014
Moore & Associates, LLC September 2002 - July 2005
Williamson & Sneed Incorporated December 1984 - September 2002
Skills
Accounting, GAAP, General Ledger, Tax, Financial Analysis, Income Tax, Partnership Taxation, Corporate Tax, Tax Returns, Tax Accounting, Financial Reporting, Auditing, Financial Accounting, Accounts Payable, Journal Entries, Cash Flow, Internal Controls, Account Reconciliation, Accountants, Financial Statements, Small Business, Fixed Assets, IRS, Personal Financial..., Bank Reconciliation, Payroll Taxes, Depreciation, Variance Analysis, State Tax, Business Tax Planning, Retirement Planning, Preparation, Year-end Close, Spreadsheets
Education
Kennesaw State University 1983 — 1987
Bachelor of Business Administration, Accounting
Garrett Bauman's Henssler Financial Experience April 2015 - Present
Job Trading Assistant at Henssler Financial
Industry Financial Services
Experience
Henssler Financial April 2015 - Present
Ambush Boarding Company June 2009 - April 2015
Skills
Customer Service, Time Management, Microsoft Office, Microsoft Excel, Leadership, Teamwork, Event Planning, Public Speaking, PowerPoint, Microsoft Word, Sales, Management, Research
Education
Kennesaw State University - Michael J. Coles College of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, Senior
Henssler Financial April 2015 - Present
Ambush Boarding Company June 2009 - April 2015
Skills
Customer Service, Time Management, Microsoft Office, Microsoft Excel, Leadership, Teamwork, Event Planning, Public Speaking, PowerPoint, Microsoft Word, Sales, Management, Research
Education
Kennesaw State University - Michael J. Coles College of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, Senior
William Bowen William Bowen's Henssler Financial Experience August 2010 - June 2013
Job Analyst at White Horse Advisors, LLC
Industry Financial Services
Experience
White Horse Advisors, LLC July 2013 - Present
Henssler Financial August 2010 - June 2013
SunTrust Bank March 2008 - August 2009
Guaranty Bank FSB June 2004 - March 2008
Education
Georgia State University 2008 — 2010
MBA, Financial Planning and Services
University of Georgia - Terry College of Business 1998 — 2002
Bachelor of Science (BS), Finance, General
White Horse Advisors, LLC July 2013 - Present
Henssler Financial August 2010 - June 2013
SunTrust Bank March 2008 - August 2009
Guaranty Bank FSB June 2004 - March 2008
Education
Georgia State University 2008 — 2010
MBA, Financial Planning and Services
University of Georgia - Terry College of Business 1998 — 2002
Bachelor of Science (BS), Finance, General
Phillip Moran's Henssler Financial Experience March 2013 - June 2013
Job Investments Analyst at UPS Group Trust
Industry Investment Management
Experience
UPS January 2015 - Present
UPS May 2014 - December 2014
KSU Student Managed Investment Fund LLC August 2012 - December 2014
Henssler Financial March 2013 - June 2013
Harmony Academy January 2010 - August 2012
Education
Kennesaw State University - Michael J. Coles College of Business 2012 — 2014
Bachelor of Business Administration (BBA)
Gainesville State College 2010 — 2012
UPS January 2015 - Present
UPS May 2014 - December 2014
KSU Student Managed Investment Fund LLC August 2012 - December 2014
Henssler Financial March 2013 - June 2013
Harmony Academy January 2010 - August 2012
Education
Kennesaw State University - Michael J. Coles College of Business 2012 — 2014
Bachelor of Business Administration (BBA)
Gainesville State College 2010 — 2012
Meagan Smith Meagan Smith's Henssler Financial Experience March 2012 - August 2013
Job Seeking opportunities in the financial industry
Industry Financial Services
Experience
Various Restaurants December 2006 - 2015
OxBlue Corporation November 2013 - August 2014
Henssler Financial March 2012 - August 2013
Skills
Customer Service, Management, Sales, Team Leadership, Microsoft Office, Microsoft Excel, PowerPoint, Marketing, Time Management, Public Speaking, Teamwork, Social Media, Social Networking, Microsoft Word, Leadership
Education
Kennesaw State University - Michael J. Coles College of Business 2010 — 2014
Bachelor of Business Administration in Finance, Finance
Various Restaurants December 2006 - 2015
OxBlue Corporation November 2013 - August 2014
Henssler Financial March 2012 - August 2013
Skills
Customer Service, Management, Sales, Team Leadership, Microsoft Office, Microsoft Excel, PowerPoint, Marketing, Time Management, Public Speaking, Teamwork, Social Media, Social Networking, Microsoft Word, Leadership
Education
Kennesaw State University - Michael J. Coles College of Business 2010 — 2014
Bachelor of Business Administration in Finance, Finance
Andrew Ruhl Andrew Ruhl's Henssler Financial Experience January 2014 - November 2014
Job Staff Accountant at Henssler Financial
Industry Accounting
Experience
Henssler Financial January 2014 - November 2014
Botwinick & Botwinick March 2012 - December 2013
QuikTrip - Alpharetta April 2005 - August 2009
Dillards October 2004 - April 2005
Blockbuster June 2002 - November 2003
Skills
Customer Service, Microsoft Office, Excel, Word, PowerPoint, Typing, Photoshop, 10 Key, Quickbooks, Data Entry, UltraTax CS, Creative Solutions..., QuickBooks
Education
Kennesaw State University 2009 — 2011
Bachelor of Business Administration, Accounting
Henssler Financial January 2014 - November 2014
Botwinick & Botwinick March 2012 - December 2013
QuikTrip - Alpharetta April 2005 - August 2009
Dillards October 2004 - April 2005
Blockbuster June 2002 - November 2003
Skills
Customer Service, Microsoft Office, Excel, Word, PowerPoint, Typing, Photoshop, 10 Key, Quickbooks, Data Entry, UltraTax CS, Creative Solutions..., QuickBooks
Education
Kennesaw State University 2009 — 2011
Bachelor of Business Administration, Accounting
Nicholas Antonucci Nicholas Antonucci's Henssler Financial Experience November 2009 - Present
Job Research Analyst at Henssler Financial
Industry Financial Services
Experience
Henssler Financial November 2009 - Present
SunTrust Bank 2010 - 2010
Skills
Analysis, Investments, Financial Analysis, Data Analysis, Bloomberg Terminal, Microsoft Office, PowerPoint, Asset Allocation, Excel, Word, Thomson One, Customer Service, Bloomberg, Finance, Portfolio Management, Market Research, Equities, Asset Management, Wealth Management, Fixed Income, Equity Research, Financial Services, MS Excel Pivot Tables, Excel models, Equity Derivatives, Thomson One Analytics, Bonds, Bond Markets, Municipal Bonds, Certificates of Deposit, Morningstar, Fixed Income Analysis, Small Cap, Mutual Funds, ETFs, Capital Structure, Dividends, Investment Strategies, Dividend Policy, Corporate Finance
Education
Kennesaw State University - Michael J. Coles College of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance, General
Kennesaw State University 2006 — 2010
Bachelor of Business Administration degree, Finance
University College London 2009 — 2009
Henssler Financial November 2009 - Present
SunTrust Bank 2010 - 2010
Skills
Analysis, Investments, Financial Analysis, Data Analysis, Bloomberg Terminal, Microsoft Office, PowerPoint, Asset Allocation, Excel, Word, Thomson One, Customer Service, Bloomberg, Finance, Portfolio Management, Market Research, Equities, Asset Management, Wealth Management, Fixed Income, Equity Research, Financial Services, MS Excel Pivot Tables, Excel models, Equity Derivatives, Thomson One Analytics, Bonds, Bond Markets, Municipal Bonds, Certificates of Deposit, Morningstar, Fixed Income Analysis, Small Cap, Mutual Funds, ETFs, Capital Structure, Dividends, Investment Strategies, Dividend Policy, Corporate Finance
Education
Kennesaw State University - Michael J. Coles College of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance, General
Kennesaw State University 2006 — 2010
Bachelor of Business Administration degree, Finance
University College London 2009 — 2009
Chad Atkinson, FIC Chad Atkinson, FIC's Henssler Financial Experience October 2014 - September 2015
Job Resource Development Manager at Cherokee FOCUS
Industry Nonprofit Organization Management
Experience
Cherokee FOCUS September 2015 - Present
Henssler Financial October 2014 - September 2015
Modern Woodmen of America April 2012 - September 2014
ServiceMax Corporation December 2009 - March 2012
Pinetree Country Club January 2007 - April 2009
US Navy / US Marine Corps November 2000 - November 2005
Skills
Retirement Planning, Financial Planning, Estate Planning, Cash Flow Forecasting, IRAs, Retirement, ETFs, Stocks, Dividends, 401k Rollovers, Roth IRA, 401k, Mutual Funds, Strategic Financial..., Life Insurance, Disability Insurance, Investments, Health Insurance, Financial Analysis, Term Life Insurance, Nonprofits, Community Outreach, Fundraising, 403 b, Simple IRA, SEP IRA, Youth Service Clubs
Education
Kennesaw State University - Michael J. Coles College of Business 2006 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
Cherokee FOCUS September 2015 - Present
Henssler Financial October 2014 - September 2015
Modern Woodmen of America April 2012 - September 2014
ServiceMax Corporation December 2009 - March 2012
Pinetree Country Club January 2007 - April 2009
US Navy / US Marine Corps November 2000 - November 2005
Skills
Retirement Planning, Financial Planning, Estate Planning, Cash Flow Forecasting, IRAs, Retirement, ETFs, Stocks, Dividends, 401k Rollovers, Roth IRA, 401k, Mutual Funds, Strategic Financial..., Life Insurance, Disability Insurance, Investments, Health Insurance, Financial Analysis, Term Life Insurance, Nonprofits, Community Outreach, Fundraising, 403 b, Simple IRA, SEP IRA, Youth Service Clubs
Education
Kennesaw State University - Michael J. Coles College of Business 2006 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
Tracy Pecone, PHR Tracy Pecone, PHR's Henssler Financial Experience September 2014 - Present
Job Human Resources at Henssler Financial
Industry Human Resources
Experience
Henssler Financial September 2014 - Present
Grant Thornton LLP January 2008 - September 2014
Axiom Staffing Group August 2005 - December 2007
Skills
Human Resources, Recruiting, Onboarding, Applicant Tracking..., Talent Acquisition, Talent Management, Internet Recruiting
Education
Penn State University 1999 — 2003
Henssler Financial September 2014 - Present
Grant Thornton LLP January 2008 - September 2014
Axiom Staffing Group August 2005 - December 2007
Skills
Human Resources, Recruiting, Onboarding, Applicant Tracking..., Talent Acquisition, Talent Management, Internet Recruiting
Education
Penn State University 1999 — 2003
George M. Blount's Henssler Financial Experience November 1997 - November 1999
Job Strategy & Research at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services January 2015 - Present
John Hancock Life Insurance Company (U.S.A.) July 2012 - December 2014
John Hancock Life Insurance Company (U.S.A.) January 2011 - July 2012
John Hancock Life Insurance Company (U.S.A.) March 2003 - January 2011
Raymond James Financial April 2002 - March 2003
E*TRADE Financial November 1999 - April 2002
Henssler Financial November 1997 - November 1999
Skills
401k, Mutual Funds, Retirement Planning, Financial Services, Retirement, Series 6, Series 63, Investments, FINRA, Series 7, Management, Wealth Management, Pensions, Life Insurance, Fixed Annuities, Sales, Separately Managed..., Sales Management, Project Management, Strategic Financial..., Insurance, Asset Allocation, Sales Operations, Variable Annuities, Retirement Services, Retirement Plan..., Agile Project Management, Series 24, Series 65, Employee Benefits, Qualified Retirement..., Profit Sharing, ETFs, Uniform Combined State..., Retirement Plan..., Six Sigma, Green Belt, Process Excellence, Strategy, Leadership, Qualitative Research, Public Policy, Governmental Affairs, Trade Associations, Innovation Development
Education
Walden University
Research Doctorate Candidate (DBA), Social Impact Management
Walden University 2005 — 2007
MBA, Enterprise Risk Management
Johnson and Wales University 1995 — 1997
Bachelor of Science (BS), Management, 3.0
Johnson and Wales University 1993 — 1995
Associate of Science (AS), Finance & Investment, 3.8
John Hancock Financial Services January 2015 - Present
John Hancock Life Insurance Company (U.S.A.) July 2012 - December 2014
John Hancock Life Insurance Company (U.S.A.) January 2011 - July 2012
John Hancock Life Insurance Company (U.S.A.) March 2003 - January 2011
Raymond James Financial April 2002 - March 2003
E*TRADE Financial November 1999 - April 2002
Henssler Financial November 1997 - November 1999
Skills
401k, Mutual Funds, Retirement Planning, Financial Services, Retirement, Series 6, Series 63, Investments, FINRA, Series 7, Management, Wealth Management, Pensions, Life Insurance, Fixed Annuities, Sales, Separately Managed..., Sales Management, Project Management, Strategic Financial..., Insurance, Asset Allocation, Sales Operations, Variable Annuities, Retirement Services, Retirement Plan..., Agile Project Management, Series 24, Series 65, Employee Benefits, Qualified Retirement..., Profit Sharing, ETFs, Uniform Combined State..., Retirement Plan..., Six Sigma, Green Belt, Process Excellence, Strategy, Leadership, Qualitative Research, Public Policy, Governmental Affairs, Trade Associations, Innovation Development
Education
Walden University
Research Doctorate Candidate (DBA), Social Impact Management
Walden University 2005 — 2007
MBA, Enterprise Risk Management
Johnson and Wales University 1995 — 1997
Bachelor of Science (BS), Management, 3.0
Johnson and Wales University 1993 — 1995
Associate of Science (AS), Finance & Investment, 3.8
Curtis Cosby Curtis Cosby's Henssler Financial Experience June 2012 - Present
Job Multimedia Assistant at Henssler Financial
Industry Media Production
Experience
Henssler Financial June 2012 - Present
Vulcan Materials Company March 2002 - February 2009
Skills
Social Media, Photoshop, Microsoft Excel, Microsoft Word, Adobe Creative Suite, Final Cut Studio, Camera Operating, Canon DSLR, Microsoft Office, Audio Editing, Social Networking, Panasonic Camcorders, Podcasting, YouTube, Vimeo, Cinematography, Digital Photography, Digital Cinema, Aerial Cinematography, Aerial Photography
Education
Kennesaw State University 2002 — 2011
Bachelor of Science, Communication
University of West Georgia 2000 — 2001
General Education, General Education
Henssler Financial June 2012 - Present
Vulcan Materials Company March 2002 - February 2009
Skills
Social Media, Photoshop, Microsoft Excel, Microsoft Word, Adobe Creative Suite, Final Cut Studio, Camera Operating, Canon DSLR, Microsoft Office, Audio Editing, Social Networking, Panasonic Camcorders, Podcasting, YouTube, Vimeo, Cinematography, Digital Photography, Digital Cinema, Aerial Cinematography, Aerial Photography
Education
Kennesaw State University 2002 — 2011
Bachelor of Science, Communication
University of West Georgia 2000 — 2001
General Education, General Education
Michael Sava, CFP®, CIMA® Michael Sava, CFP®, CIMA®'s Henssler Financial Experience 2012 - 2013
Job Private Wealth Manager at FirsTrust, LLC
Industry Financial Services
Experience
FirsTrust, LLC January 2014 - Present
Henssler Financial 2012 - 2013
College for Financial Planning 2010 - 2011
AMT Homes 2009 - 2011
Merrill Lynch, Private Banking and Investment Group 2005 - 2009
CFA Institute 2003 - 2005
McDonald Investments 2000 - 2003
Smith Barney 1993 - 2000
Skills
Wealth Management, Financial Planning, Retirement Planning, Investments, Investment Policy, Asset Allocation, Risk Management, Tax Planning, Estate Planning, Qualified Retirement..., Alternative Investments
Education
University of Wisconsin-Madison
BA, International Relations-Economics
College for Financial Planning
Certified Financial Planner Program
FirsTrust, LLC January 2014 - Present
Henssler Financial 2012 - 2013
College for Financial Planning 2010 - 2011
AMT Homes 2009 - 2011
Merrill Lynch, Private Banking and Investment Group 2005 - 2009
CFA Institute 2003 - 2005
McDonald Investments 2000 - 2003
Smith Barney 1993 - 2000
Skills
Wealth Management, Financial Planning, Retirement Planning, Investments, Investment Policy, Asset Allocation, Risk Management, Tax Planning, Estate Planning, Qualified Retirement..., Alternative Investments
Education
University of Wisconsin-Madison
BA, International Relations-Economics
College for Financial Planning
Certified Financial Planner Program
Jesse Beard Jesse Beard's Henssler Financial Experience December 2014 - Present
Job Desktop Support Specialist at Henssler Financial
Industry Public Relations and Communications
Experience
Henssler Financial December 2014 - Present
News Publishing Company May 2012 - December 2014
Six Mile Post September 2010 - May 2012
Skills
Social Media, Feature Articles, Journalism, Publishing, Editorial, News Writing, Copy Editing, InDesign, Photography, Digital Photography, Photoshop, Newspaper Design, Computer Repair, Report Writing, Wordpress, Windows 7, Microsoft Office, Computer Science, Java, Information Security, Programming, Software Development, Web Development, Android Development
Education
Kennesaw State University 2012 — 2014
Bachelor of Applied Science (B.A.Sc.), Mass Communication/Media Studies
Georgia Highlands College 2009 — 2012
Associate of Science (A.S.), General Studies
Pepperell High
Henssler Financial December 2014 - Present
News Publishing Company May 2012 - December 2014
Six Mile Post September 2010 - May 2012
Skills
Social Media, Feature Articles, Journalism, Publishing, Editorial, News Writing, Copy Editing, InDesign, Photography, Digital Photography, Photoshop, Newspaper Design, Computer Repair, Report Writing, Wordpress, Windows 7, Microsoft Office, Computer Science, Java, Information Security, Programming, Software Development, Web Development, Android Development
Education
Kennesaw State University 2012 — 2014
Bachelor of Applied Science (B.A.Sc.), Mass Communication/Media Studies
Georgia Highlands College 2009 — 2012
Associate of Science (A.S.), General Studies
Pepperell High
Andy Vogel's Henssler Financial Experience June 2014 - Present
Job Financial Advisor Assistant at Henssler Financial
Industry Financial Services
Experience
Henssler Financial June 2014 - Present
Henssler Financial May 2013 - June 2014
Henssler Financial May 2012 - January 2013
Aladame Sports Gear June 2010 - August 2012
BOY’S FARM October 2009 - December 2009
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Sales, Teamwork, Customer Service, Microsoft Word, Hold Series 7, Series 63
Education
Blessed Trinity Catholic High School
Newberry College
Bachelors of Science Degree, Business Administration
Henssler Financial June 2014 - Present
Henssler Financial May 2013 - June 2014
Henssler Financial May 2012 - January 2013
Aladame Sports Gear June 2010 - August 2012
BOY’S FARM October 2009 - December 2009
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Sales, Teamwork, Customer Service, Microsoft Word, Hold Series 7, Series 63
Education
Blessed Trinity Catholic High School
Newberry College
Bachelors of Science Degree, Business Administration
Jeffrey Townsend's Henssler Financial Experience December 2014 - Present
Job Tax Consultant
Industry Financial Services
Experience
Henssler Financial December 2014 - Present
CryoLife, Inc. August 2004 - November 2014
Skills
Financial Accounting, Microsoft Excel, Access, Accounting, Auditing, Budgets, Purchasing, Purchasing Processes, Inventory Management, Process Improvement, Employee Training, Standards Development, Logistics
Education
Kennesaw State University - Michael J. Coles College of Business 2014 — 2015
Master of Accountancy 2015, Tax Accounting
Kennesaw State University 2010 — 2014
Bachelor's Degree, Accounting, 3.85
Henssler Financial December 2014 - Present
CryoLife, Inc. August 2004 - November 2014
Skills
Financial Accounting, Microsoft Excel, Access, Accounting, Auditing, Budgets, Purchasing, Purchasing Processes, Inventory Management, Process Improvement, Employee Training, Standards Development, Logistics
Education
Kennesaw State University - Michael J. Coles College of Business 2014 — 2015
Master of Accountancy 2015, Tax Accounting
Kennesaw State University 2010 — 2014
Bachelor's Degree, Accounting, 3.85
B. Brandon Mackie, CFP®'s Henssler Financial Experience July 2015 - Present
Job Associate at Henssler Financial
Industry Financial Services
Experience
Henssler Financial July 2015 - Present
SunTrust March 2014 - June 2015
SunTrust Investment Services, Inc. June 2008 - March 2014
SunTrust October 2005 - June 2008
Triad Advisors February 2001 - December 2003
E*TRADE Financial October 2000 - February 2001
BANC OF AMERICA SECURITIES May 1999 - June 2000
Education
Tulane University - A.B. Freeman School of Business 1995 — 1999
Bachelor of Science In Management, Finance
The Terry College of Business at The University of Georgia 2010 — 2011
Certificate in Financial Planning
Henssler Financial July 2015 - Present
SunTrust March 2014 - June 2015
SunTrust Investment Services, Inc. June 2008 - March 2014
SunTrust October 2005 - June 2008
Triad Advisors February 2001 - December 2003
E*TRADE Financial October 2000 - February 2001
BANC OF AMERICA SECURITIES May 1999 - June 2000
Education
Tulane University - A.B. Freeman School of Business 1995 — 1999
Bachelor of Science In Management, Finance
The Terry College of Business at The University of Georgia 2010 — 2011
Certificate in Financial Planning
Courtney Hartley's Henssler Financial Experience November 2014 - Present
Job Marketing Assistant at Henssler Financial
Industry Marketing and Advertising
Experience
Henssler Financial November 2014 - Present
Elevation Chophouse March 2011 - February 2015
Knotty Pretzels August 2014 - December 2014
The Chatterbox Agency September 2013 - May 2014
Skills
Marketing, Social Media, Social Media Marketing, Customer Service, Advertising, Facebook, Microsoft Office, Blogging, Social Networking, Marketing Communications, Event Planning, Marketing Strategy, Public Relations, PowerPoint, Market Research, Brand Development, Sponsorship Relations
Education
Kennesaw State University 2009 — 2014
Bachelor's Degree, Marketing
Henssler Financial November 2014 - Present
Elevation Chophouse March 2011 - February 2015
Knotty Pretzels August 2014 - December 2014
The Chatterbox Agency September 2013 - May 2014
Skills
Marketing, Social Media, Social Media Marketing, Customer Service, Advertising, Facebook, Microsoft Office, Blogging, Social Networking, Marketing Communications, Event Planning, Marketing Strategy, Public Relations, PowerPoint, Market Research, Brand Development, Sponsorship Relations
Education
Kennesaw State University 2009 — 2014
Bachelor's Degree, Marketing
Jon Chance Barton's Henssler Financial Experience January 2015 - May 2015
Job Student of Finance and Applied Statistics
Industry Financial Services
Experience
Henssler Financial January 2015 - May 2015
Henssler Financial August 2014 - January 2015
iSpeed Solutions, LLC January 2011 - August 2014
Skills
SAS, Microsoft Excel, Leadership, Time Management, Presentations, Data Analysis, Public Speaking, Visual Analytics, Management, Thrive in A Fast-paced..., Customer Service, Networking, Microsoft Office, Cisco Routers, Cloud Computing, Servers, PowerPoint, Team Building, Teamwork
Education
Kennesaw State University - Michael J. Coles College of Business 2011 — 2015
Bachelor's Degree, Finance, Senior
Henssler Financial January 2015 - May 2015
Henssler Financial August 2014 - January 2015
iSpeed Solutions, LLC January 2011 - August 2014
Skills
SAS, Microsoft Excel, Leadership, Time Management, Presentations, Data Analysis, Public Speaking, Visual Analytics, Management, Thrive in A Fast-paced..., Customer Service, Networking, Microsoft Office, Cisco Routers, Cloud Computing, Servers, PowerPoint, Team Building, Teamwork
Education
Kennesaw State University - Michael J. Coles College of Business 2011 — 2015
Bachelor's Degree, Finance, Senior
Callie Wheatley Callie Wheatley's Henssler Financial Experience December 2012 - January 2013
Job Associate Consumer Strategy & Growth at KPMG
Industry Marketing and Advertising
Experience
KPMG August 2014 - Present
Terry College of Business March 2012 - Present
Taco Mac Restaurant Group May 2013 - July 2013
Henssler Financial December 2012 - January 2013
Bounce Entertainment July 2012 - August 2012
AHP LLC May 2011 - August 2011
Newtown Recreation March 2007 - May 2010
American Wing Co August 2008 - August 2009
Education
The University of Georgia 2010 — 2014
Bachelor of Business Administration (BBA), Marketing and International Business
Centennial High School 2006 — 2010
KPMG August 2014 - Present
Terry College of Business March 2012 - Present
Taco Mac Restaurant Group May 2013 - July 2013
Henssler Financial December 2012 - January 2013
Bounce Entertainment July 2012 - August 2012
AHP LLC May 2011 - August 2011
Newtown Recreation March 2007 - May 2010
American Wing Co August 2008 - August 2009
Education
The University of Georgia 2010 — 2014
Bachelor of Business Administration (BBA), Marketing and International Business
Centennial High School 2006 — 2010
Chris Kapp, CPA, CFE's Henssler Financial Experience 2015 - Present
Job Tax and Forensic Services at Henssler Financial
Industry Accounting
Experience
Henssler Financial 2015 - Present
Skills
Internal Controls, Accounting, CPA, Auditing, Financial Analysis, US GAAP, Corporate Tax, Financial Reporting, Tax, Financial Accounting, Leadership, Finance, Tax Preparation, QuickBooks, Financial Statements, Internal Audit, Fraud, Certified Fraud Examiner
Education
Kennesaw State University - Michael J. Coles College of Business 2004 — 2008
Bachelor of Business Administration (B.B.A.), Accounting
Henssler Financial 2015 - Present
Skills
Internal Controls, Accounting, CPA, Auditing, Financial Analysis, US GAAP, Corporate Tax, Financial Reporting, Tax, Financial Accounting, Leadership, Finance, Tax Preparation, QuickBooks, Financial Statements, Internal Audit, Fraud, Certified Fraud Examiner
Education
Kennesaw State University - Michael J. Coles College of Business 2004 — 2008
Bachelor of Business Administration (B.B.A.), Accounting
Jeremy Jaggernauth Jeremy Jaggernauth's Henssler Financial Experience July 2013 - December 2014
Job Analytical Solutions Specialist at CRIF Lending Solutions
Industry Research
Experience
CRIF Lending Solutions January 2015 - Present
Delta Air Lines May 2014 - December 2014
Henssler Financial July 2013 - December 2014
Kennesaw State University January 2013 - May 2014
UL Air Quality Sciences October 2011 - September 2012
Chick-fil-A July 2006 - October 2011
Skills
Data Analysis, Statistics, Microbiology, Microsoft Office, R, Gel Electrophoresis, SAS, Minitab, Quality Control, Testing, Science, SQL, Aseptic Technique, PCR, Western Blotting, Biotechnology, JMP, MS Office Suite, Time Series Analysis, Regression Analysis, Data Mining, Data Science, Data Integration, SAS Text Miner, Analytical Chemistry, Microsoft Excel
Education
Kennesaw State University 2012 — 2014
Masters of Science, Applied Statistics
Southern Polytechnic State University 2006 — 2010
Bachelors of Science, Biology, Mathematics, Chemistry
CRIF Lending Solutions January 2015 - Present
Delta Air Lines May 2014 - December 2014
Henssler Financial July 2013 - December 2014
Kennesaw State University January 2013 - May 2014
UL Air Quality Sciences October 2011 - September 2012
Chick-fil-A July 2006 - October 2011
Skills
Data Analysis, Statistics, Microbiology, Microsoft Office, R, Gel Electrophoresis, SAS, Minitab, Quality Control, Testing, Science, SQL, Aseptic Technique, PCR, Western Blotting, Biotechnology, JMP, MS Office Suite, Time Series Analysis, Regression Analysis, Data Mining, Data Science, Data Integration, SAS Text Miner, Analytical Chemistry, Microsoft Excel
Education
Kennesaw State University 2012 — 2014
Masters of Science, Applied Statistics
Southern Polytechnic State University 2006 — 2010
Bachelors of Science, Biology, Mathematics, Chemistry
Brandon Barfield Brandon Barfield's Henssler Financial Experience June 2007 - April 2009
Job CoFounder and Regional Manager at Doctors Without Quarters
Industry Financial Services
Experience
Doctors Without Quarters March 2015 - Present
GL Advisor 2011 - February 2015
Kaplan University October 2009 - June 2011
Henssler Financial June 2007 - April 2009
US Army August 2000 - August 2004
Skills
Sales, Managing a Territory, Cold Calling, Public Speaking, Financial Services, Building Business..., Leadership, Finance, Investments, Customer Service, Financial Planning, Microsoft Office, Auditing, Financial Analysis
Education
Kaplan University 2010 — 2012
MBA, MBA
Kennesaw State University - Michael J. Coles College of Business 2004 — 2007
Bachelor of Business Administration, Finance
Doctors Without Quarters March 2015 - Present
GL Advisor 2011 - February 2015
Kaplan University October 2009 - June 2011
Henssler Financial June 2007 - April 2009
US Army August 2000 - August 2004
Skills
Sales, Managing a Territory, Cold Calling, Public Speaking, Financial Services, Building Business..., Leadership, Finance, Investments, Customer Service, Financial Planning, Microsoft Office, Auditing, Financial Analysis
Education
Kaplan University 2010 — 2012
MBA, MBA
Kennesaw State University - Michael J. Coles College of Business 2004 — 2007
Bachelor of Business Administration, Finance
Ellis Watson Ellis Watson's Henssler Financial Experience May 2013 - July 2013
Job Graduate of the University of Georgia
Industry Financial Services
Experience
The Home Depot May 2014 - August 2014
Henssler Financial May 2013 - July 2013
The Shopping Center Group December 2012 - December 2012
MELT, ATL June 2012 - July 2012
Skills
Microsoft Office, Bloomberg Terminal, Research, Teamwork
Education
The University of Georgia 2011 — 2015
Bachelor of Business Administration (BBA), Finance
The Home Depot May 2014 - August 2014
Henssler Financial May 2013 - July 2013
The Shopping Center Group December 2012 - December 2012
MELT, ATL June 2012 - July 2012
Skills
Microsoft Office, Bloomberg Terminal, Research, Teamwork
Education
The University of Georgia 2011 — 2015
Bachelor of Business Administration (BBA), Finance
Zach Alexander's Henssler Financial Experience October 2015 - Present
Job Planning & Implementation Assistant at Henssler Financial
Industry Financial Services
Experience
Henssler Financial October 2015 - Present
Asset Advisors Group, LLC May 2015 - August 2015
AXA Advisors March 2014 - May 2015
RTD Financial Advisors, Inc. May 2013 - August 2013
Georgia United Credit Union January 2013 - 2013
Skills
Estate Planning, Portfolio Management, Morningstar, Personal Financial..., Investments, Tax Preparation, Microsoft Office, Stock Valuation, Fundamental Analysis, Interpersonal..., Money Guide Pro, Team Leadership, Asset Allocation, PowerPoint, Junxure, fi360, e-relationship, TD Ameritrade, Salesforce.com, ClientLink, Financial Analysis, Microsoft Excel, Customer Service, Financial Planning, Life Insurance, Microsoft Word
Education
The University of Georgia 2011 — 2013
Bachelor of Science (B.S.), Family Financial Planning
Henssler Financial October 2015 - Present
Asset Advisors Group, LLC May 2015 - August 2015
AXA Advisors March 2014 - May 2015
RTD Financial Advisors, Inc. May 2013 - August 2013
Georgia United Credit Union January 2013 - 2013
Skills
Estate Planning, Portfolio Management, Morningstar, Personal Financial..., Investments, Tax Preparation, Microsoft Office, Stock Valuation, Fundamental Analysis, Interpersonal..., Money Guide Pro, Team Leadership, Asset Allocation, PowerPoint, Junxure, fi360, e-relationship, TD Ameritrade, Salesforce.com, ClientLink, Financial Analysis, Microsoft Excel, Customer Service, Financial Planning, Life Insurance, Microsoft Word
Education
The University of Georgia 2011 — 2013
Bachelor of Science (B.S.), Family Financial Planning
Bryn Martin Bryn Martin's Henssler Financial Experience January 2010 - May 2010
Job Territory Manager at Arbor Pharmaceuticals
Industry Business Supplies and Equipment
Experience
Arbor Pharmaceuticals May 2014 - Present
Ricoh Americas Corporation September 2013 - May 2014
Olde Towne Tavern & Grille May 2008 - September 2013
Henssler Financial January 2010 - May 2010
Skills
Restaurants, Bartending, Restaurant Management, Food & Beverage, Food Service, Menu Development, Hospitality, Catering, Fine Dining, Food, Customer Service, Wine, Banquets, Microsoft Office, Hospitality Management, Customer Satisfaction, Account Management, Management, Sales, Sales Process
Education
Kennesaw State University 2011 — 2013
Bachelor of Science (B.S.), Early Childhood Education and Teaching
Georgia Highlands College 2008 — 2011
Associate of Science (A.S.), Early Childhood Education and Teaching
Arbor Pharmaceuticals May 2014 - Present
Ricoh Americas Corporation September 2013 - May 2014
Olde Towne Tavern & Grille May 2008 - September 2013
Henssler Financial January 2010 - May 2010
Skills
Restaurants, Bartending, Restaurant Management, Food & Beverage, Food Service, Menu Development, Hospitality, Catering, Fine Dining, Food, Customer Service, Wine, Banquets, Microsoft Office, Hospitality Management, Customer Satisfaction, Account Management, Management, Sales, Sales Process
Education
Kennesaw State University 2011 — 2013
Bachelor of Science (B.S.), Early Childhood Education and Teaching
Georgia Highlands College 2008 — 2011
Associate of Science (A.S.), Early Childhood Education and Teaching
William Merritt William Merritt's Henssler Financial Experience May 2014 - December 2014
Job Chief Investment Officer at Kennesaw State University Student Managed Investment Fund, LLC
Industry Information Technology and Services
Experience
Surgical Information Systems August 2015 - Present
Kennesaw State Student Managed Investment Fund, LLC May 2015 - Present
Wells Fargo May 2015 - August 2015
Surgical Information Systems January 2015 - May 2015
Kennesaw State Student Managed Investment Fund, LLC May 2014 - May 2015
Henssler Financial May 2014 - December 2014
Kennesaw State Student Managed Investment Fund, LLC November 2013 - May 2014
Kennesaw State Student Managed Investment Fund, LLC November 2013 - May 2014
Kennesaw State Student Managed Investment Fund, LLC August 2013 - November 2013
Skills
Financial Analysis, Management, Bloomberg Terminal, Equities, Equity Research, Risk Management, Securities, Human Resources, Time Management, Capital Markets, Leadership, Sales, Fixed Income, Financial Markets, Investment Banking, Social Networking, Accounting, Due Diligence, Investor Relations, Strategic Financial..., Financial Planning, Financial Reporting, Mutual Funds, Microsoft Excel
Education
Kennesaw State University - Michael J. Coles College of Business 2012 — 2016
Bachelor's Degree
Brookwood High School 2008 — 2012
Surgical Information Systems August 2015 - Present
Kennesaw State Student Managed Investment Fund, LLC May 2015 - Present
Wells Fargo May 2015 - August 2015
Surgical Information Systems January 2015 - May 2015
Kennesaw State Student Managed Investment Fund, LLC May 2014 - May 2015
Henssler Financial May 2014 - December 2014
Kennesaw State Student Managed Investment Fund, LLC November 2013 - May 2014
Kennesaw State Student Managed Investment Fund, LLC November 2013 - May 2014
Kennesaw State Student Managed Investment Fund, LLC August 2013 - November 2013
Skills
Financial Analysis, Management, Bloomberg Terminal, Equities, Equity Research, Risk Management, Securities, Human Resources, Time Management, Capital Markets, Leadership, Sales, Fixed Income, Financial Markets, Investment Banking, Social Networking, Accounting, Due Diligence, Investor Relations, Strategic Financial..., Financial Planning, Financial Reporting, Mutual Funds, Microsoft Excel
Education
Kennesaw State University - Michael J. Coles College of Business 2012 — 2016
Bachelor's Degree
Brookwood High School 2008 — 2012
Emily Patton Emily Patton's Henssler Financial Experience August 2014 - December 2014
Job Property Accountant
Industry Real Estate
Experience
New Millennium December 2014 - Present
Henssler Financial August 2014 - December 2014
Skills
PowerPoint, Microsoft Word
Education
Kennesaw State University 2010 — 2014
Bachelor of Business Administration (BBA), Finance
New Millennium December 2014 - Present
Henssler Financial August 2014 - December 2014
Skills
PowerPoint, Microsoft Word
Education
Kennesaw State University 2010 — 2014
Bachelor of Business Administration (BBA), Finance
Cory Woods Cory Woods's Henssler Financial Experience January 2014 - June 2014
Job Research Analyst Intern at Henssler Financial
Industry Financial Services
Experience
Henssler Financial January 2014 - June 2014
KSU Student Managed Investment Fund November 2013 - May 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Public Speaking, English, Time Management, Financial Analysis, Data Analysis
Education
Kennesaw State University - Michael J. Coles College of Business 2010 — 2014
Henssler Financial January 2014 - June 2014
KSU Student Managed Investment Fund November 2013 - May 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Public Speaking, English, Time Management, Financial Analysis, Data Analysis
Education
Kennesaw State University - Michael J. Coles College of Business 2010 — 2014
Ryan Sumpter Ryan Sumpter's Henssler Financial Experience January 2012 - December 2012
Job Sr. Financial Services Representative at E*Trade Financial
Industry Financial Services
Experience
E*TRADE Financial Corporation February 2014 - Present
Henssler Financial January 2012 - December 2012
Student Managed Investment Fund, LLC September 2011 - December 2012
Skills
Financial Analysis, Investments, Portfolio Management, Equities, Bloomberg Terminal, Microsoft Excel, Finance, Microsoft Office, Mutual Funds, Management, Strategic Financial..., Bloomberg, Budgets, Research, Financial Modeling, Wealth Management, Asset Allocation
Education
University of Georgia - Terry College of Business 2015 — 2017
Master of Business Administration (MBA), Economics
Kennesaw State University - Michael J. Coles College of Business 2011 — 2012
Bachelor of Business Administration (BBA), Finance
Valdosta State University 2008 — 2011
Bachelor of Business Administration (BBA), Finance
E*TRADE Financial Corporation February 2014 - Present
Henssler Financial January 2012 - December 2012
Student Managed Investment Fund, LLC September 2011 - December 2012
Skills
Financial Analysis, Investments, Portfolio Management, Equities, Bloomberg Terminal, Microsoft Excel, Finance, Microsoft Office, Mutual Funds, Management, Strategic Financial..., Bloomberg, Budgets, Research, Financial Modeling, Wealth Management, Asset Allocation
Education
University of Georgia - Terry College of Business 2015 — 2017
Master of Business Administration (MBA), Economics
Kennesaw State University - Michael J. Coles College of Business 2011 — 2012
Bachelor of Business Administration (BBA), Finance
Valdosta State University 2008 — 2011
Bachelor of Business Administration (BBA), Finance
Danielle Downs Danielle Downs's Henssler Financial Experience February 2008 - August 2008
Job Regional Underwriter at Cigna
Industry Insurance
Experience
Cigna January 2015 - Present
Lockton Companies March 2012 - January 2015
BlueCross BlueShield of Tennessee July 2011 - March 2012
Hancock Bank June 2010 - May 2011
Cbeyond June 2009 - February 2010
Henssler Financial February 2008 - August 2008
Premier InfoSource September 2006 - December 2007
Skills
Insurance, Health Insurance, Employee Benefits, Brokers, Benefits Administration, Sales, Health Savings Accounts, Account Management, Claim, Disability Insurance, Underwriting, Commercial Insurance
Education
Kennesaw State University 2005 — 2009
Bachelor of business Administration (B.B.A.) degree in Finance, Finance, General
Kennesaw State University - Michael J. Coles College of Business 2005 — 2009
Bachelor of Business Administration, Finance
Cigna January 2015 - Present
Lockton Companies March 2012 - January 2015
BlueCross BlueShield of Tennessee July 2011 - March 2012
Hancock Bank June 2010 - May 2011
Cbeyond June 2009 - February 2010
Henssler Financial February 2008 - August 2008
Premier InfoSource September 2006 - December 2007
Skills
Insurance, Health Insurance, Employee Benefits, Brokers, Benefits Administration, Sales, Health Savings Accounts, Account Management, Claim, Disability Insurance, Underwriting, Commercial Insurance
Education
Kennesaw State University 2005 — 2009
Bachelor of business Administration (B.B.A.) degree in Finance, Finance, General
Kennesaw State University - Michael J. Coles College of Business 2005 — 2009
Bachelor of Business Administration, Finance
Shawnette Whitehead Shawnette Whitehead's Henssler Financial Experience November 2013 - August 2014
Job Customer Support at H&R Block
Industry Financial Services
Experience
H&R Block January 2015 - Present
Henssler Financial November 2013 - August 2014
Acru Wealth, LLC May 2011 - November 2013
First Cherokee State Bank 2007 - 2011
Regions Financial Corporation May 1999 - August 2003
Regions Bank a/k/a Etowah Bank January 1995 - August 2003
Wahovia a/k/a First Atlanta Bank June 1988 - January 1995
Skills
Banking, Retail Banking, Credit, Risk Management, Financial Analysis, Commercial Banking, Credit Analysis, Mortgage Lending, Loans, Portfolio Management, Cross Selling, Underwriting, Financial Services, Cash Management, Sales, Team Building, Commercial Lending, Consumer Lending, Wealth Management, Small Business Lending, Relationship Management
Education
University of Phoenix 2003 — 2004
Business Administration and Management, General
Cherokee High School 1984 — 1988
Business and Art
H&R Block January 2015 - Present
Henssler Financial November 2013 - August 2014
Acru Wealth, LLC May 2011 - November 2013
First Cherokee State Bank 2007 - 2011
Regions Financial Corporation May 1999 - August 2003
Regions Bank a/k/a Etowah Bank January 1995 - August 2003
Wahovia a/k/a First Atlanta Bank June 1988 - January 1995
Skills
Banking, Retail Banking, Credit, Risk Management, Financial Analysis, Commercial Banking, Credit Analysis, Mortgage Lending, Loans, Portfolio Management, Cross Selling, Underwriting, Financial Services, Cash Management, Sales, Team Building, Commercial Lending, Consumer Lending, Wealth Management, Small Business Lending, Relationship Management
Education
University of Phoenix 2003 — 2004
Business Administration and Management, General
Cherokee High School 1984 — 1988
Business and Art
Jonathan Klotz Jonathan Klotz's Henssler Financial Experience June 2014 - July 2014
Job Analyst Rotation Program at Credigy
Industry Financial Services
Experience
Credigy August 2014 - Present
Pinetree Country Club May 2013 - November 2014
Henssler Financial June 2014 - July 2014
Kennesaw State University 2010 - 2014
Maple Ridge Golf Club May 2012 - August 2012
Skills
Mathematics, Microsoft Excel, Microsoft Office, Investments, Leadership, SQL, Quantitative Finance, Problem Solving, Information Systems, Financial Statements, HTML/CSS, Statistical Data..., Arena Simulation...
Education
Kennesaw State University - Michael J. Coles College of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Credigy August 2014 - Present
Pinetree Country Club May 2013 - November 2014
Henssler Financial June 2014 - July 2014
Kennesaw State University 2010 - 2014
Maple Ridge Golf Club May 2012 - August 2012
Skills
Mathematics, Microsoft Excel, Microsoft Office, Investments, Leadership, SQL, Quantitative Finance, Problem Solving, Information Systems, Financial Statements, HTML/CSS, Statistical Data..., Arena Simulation...
Education
Kennesaw State University - Michael J. Coles College of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Hailin Liu Hailin Liu's Henssler Financial Experience June 2014 - August 2014
Job Investment Banking Sophomore Summer Analyst at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners June 2015 - July 2015
Henssler Financial June 2014 - August 2014
Skills
Java, Python, Bloomberg, Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Strategic Planning
Education
Cornell University 2013 — 2017
Cornell University 2013 — 2017
Economics
Guggenheim Partners June 2015 - July 2015
Henssler Financial June 2014 - August 2014
Skills
Java, Python, Bloomberg, Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Strategic Planning
Education
Cornell University 2013 — 2017
Cornell University 2013 — 2017
Economics
Kelly-Lynne Scalice's Henssler Financial Experience April 2001 - Present
Job Project, Design & Media Coordinator at The Henssler Financial Group
Industry Graphic Design
Experience
Henssler Financial April 2001 - Present
Park 'N Fly, Inc. February 1999 - April 2001
The Independent Florida Alligator October 1996 - January 1999
Skills
Illustrator, Photoshop, Copywriting, Corel Draw, Microsoft Office, Final Cut Studio, Microsoft Word, PowerPoint, Broadcast, Newspaper, Corporate Branding, Social Media, Outlook, Microsoft Excel, Newspaper Design, Computer Graphics Design
Education
University of Florida 1994 — 1996
Bachelor of Science (B.S.), Journalism
University of South Florida 1992 — 1994
Associate of Arts (A.A.), General Studies
Henssler Financial April 2001 - Present
Park 'N Fly, Inc. February 1999 - April 2001
The Independent Florida Alligator October 1996 - January 1999
Skills
Illustrator, Photoshop, Copywriting, Corel Draw, Microsoft Office, Final Cut Studio, Microsoft Word, PowerPoint, Broadcast, Newspaper, Corporate Branding, Social Media, Outlook, Microsoft Excel, Newspaper Design, Computer Graphics Design
Education
University of Florida 1994 — 1996
Bachelor of Science (B.S.), Journalism
University of South Florida 1992 — 1994
Associate of Arts (A.A.), General Studies
Daniel W. Rigby, CFA's Henssler Financial Experience November 2014 - Present
Job Research Analyst at Henssler Financial
Industry Investment Management
Experience
Henssler Financial November 2014 - Present
Northern Trust February 2013 - November 2014
NEPC February 2011 - February 2013
FGCU & The Charles G. Koch Foundation February 2009 - July 2010
Skills
Portfolio Management, Asset Allocation, Microsoft Excel, Quantitative Analytics
Education
Florida Gulf Coast University 2006 — 2010
Bachelor of Science, Finance, Economics
University of South Florida 2005 — 2006
Economics
Henssler Financial November 2014 - Present
Northern Trust February 2013 - November 2014
NEPC February 2011 - February 2013
FGCU & The Charles G. Koch Foundation February 2009 - July 2010
Skills
Portfolio Management, Asset Allocation, Microsoft Excel, Quantitative Analytics
Education
Florida Gulf Coast University 2006 — 2010
Bachelor of Science, Finance, Economics
University of South Florida 2005 — 2006
Economics
Jovanni Garrido's Henssler Financial Experience January 2012 - Present
Job Financial Analyst Intern
Industry Financial Services
Experience
Henssler Financial January 2012 - Present
Kennesaw State University June 2011 - Present
Best Buy June 2010 - July 2011
Education
Kennesaw State University 2009 — 2013
Henssler Financial January 2012 - Present
Kennesaw State University June 2011 - Present
Best Buy June 2010 - July 2011
Education
Kennesaw State University 2009 — 2013