Investors Financial Group
Industry: Bank
DescriptionParent organization: Investors Bank Subsidiary: BFS Agency, Inc
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Investors Financial Group Employees
Employee
Years
Job
Industry
Patricia G. Nelson, MPH Patricia G. Nelson, MPH's Investors Financial Group Experience March 2000 - April 2001
Job Writing and Technical Services
Industry Writing and Editing
Experience
Several organizations August 2010 - Present
Dekalb County Board of Health January 2010 - August 2010
Soft Solutions February 2006 - November 2008
Sage Software October 2005 - February 2006
MaritzMayer Laboratories August 2003 - May 2005
Grady Memorial Hospital November 2001 - August 2002
Investors Financial Group March 2000 - April 2001
Atlanta Journal-Constitution February 1989 - January 1999
Skills
Public Health, Research, Analysis, Program Management, Management, Data Analysis, Public Speaking, Microsoft Office, Editing, Customer Service, Budgets, Social Networking, Leadership, Marketing, Technical Writing, Grant Writing, Microsoft Excel, SPSS, Program Evaluation, Microsoft Word, Healthcare, Training, French, PowerPoint, Teaching, Qualitative Research, Data Management, Translation, Infectious Diseases, Account Management, Volunteer Management, Global Health, International Relations, Intercultural..., Literature Reviews, Refugee Health, Non-profits, Plannning, Collaborative Working, Excel, Program Planning, Word, Budgeting, CNPR Certification #..., computer programming
Education
Walden University 2008 — 2010
Master of Public Health
Georgia State University 1983 — 1986
B.S., Biology
Several organizations August 2010 - Present
Dekalb County Board of Health January 2010 - August 2010
Soft Solutions February 2006 - November 2008
Sage Software October 2005 - February 2006
MaritzMayer Laboratories August 2003 - May 2005
Grady Memorial Hospital November 2001 - August 2002
Investors Financial Group March 2000 - April 2001
Atlanta Journal-Constitution February 1989 - January 1999
Skills
Public Health, Research, Analysis, Program Management, Management, Data Analysis, Public Speaking, Microsoft Office, Editing, Customer Service, Budgets, Social Networking, Leadership, Marketing, Technical Writing, Grant Writing, Microsoft Excel, SPSS, Program Evaluation, Microsoft Word, Healthcare, Training, French, PowerPoint, Teaching, Qualitative Research, Data Management, Translation, Infectious Diseases, Account Management, Volunteer Management, Global Health, International Relations, Intercultural..., Literature Reviews, Refugee Health, Non-profits, Plannning, Collaborative Working, Excel, Program Planning, Word, Budgeting, CNPR Certification #..., computer programming
Education
Walden University 2008 — 2010
Master of Public Health
Georgia State University 1983 — 1986
B.S., Biology
Patricia Elebash Patricia Elebash's Investors Financial Group Experience October 1997 - April 2002
Job Contracts Paralegal
Industry Legal Services
Experience
Aptean February 2013 - Present
Wells Real Estate Funds April 2002 - July 2009
Investors Financial Group October 1997 - April 2002
Keogler, Morgan & Company March 1996 - September 1997
Fidelity Bank January 1993 - March 1996
Skills
Alternative Investments, FINRA, Securities, Financial Services
Education
Agnes Scott College 1976 — 1980
B.A., History, Business
Aptean February 2013 - Present
Wells Real Estate Funds April 2002 - July 2009
Investors Financial Group October 1997 - April 2002
Keogler, Morgan & Company March 1996 - September 1997
Fidelity Bank January 1993 - March 1996
Skills
Alternative Investments, FINRA, Securities, Financial Services
Education
Agnes Scott College 1976 — 1980
B.A., History, Business
Holly MacMillan Holly MacMillan's Investors Financial Group Experience August 1997 - December 2000
Job Marketing Coordinator at Stadion Money Management
Industry Financial Services
Experience
Stadion Money Management 2009 - Present
Genworth Financial March 2007 - February 2009
SunTrust Banks, Inc. December 2002 - March 2007
INVESCO December 2000 - December 2004
Investors Financial Group August 1997 - December 2000
Merrill Lynch August 1995 - May 1997
Skills
Salesforce
Education
University of Georgia - Terry College of Business 1990 — 1994
BBA, Finance
Stadion Money Management 2009 - Present
Genworth Financial March 2007 - February 2009
SunTrust Banks, Inc. December 2002 - March 2007
INVESCO December 2000 - December 2004
Investors Financial Group August 1997 - December 2000
Merrill Lynch August 1995 - May 1997
Skills
Salesforce
Education
University of Georgia - Terry College of Business 1990 — 1994
BBA, Finance
Daniel P. Stolfa, JD, LLM, CFP Daniel P. Stolfa, JD, LLM, CFP's Investors Financial Group Experience February 2015 - August 2015
Job Financial Services Representative
Industry Financial Services
Experience
Investors Financial Group February 2015 - August 2015
Anchor Bank, N.A. August 2013 - December 2014
Private Banking and Investment Group at Merrill Lynch June 2006 - August 2013
Piper Jaffray August 2004 - June 2006
Arete Law Group June 2002 - August 2004
KPMG October 2000 - June 2002
Sjoberg & Tebelius June 1997 - October 2000
Skills
Wealth, Series 7, Investments, Wealth Management, Strategic Financial..., Estate Planning, Asset Allocation, Retirement Planning, Alternative Investments, Equities, Mutual Funds, Asset Managment, Investment Advisory, Securities, Financial Advisory, Investment Strategies, Investment Management, Retirement, Portfolio Management, Financial Planners, Hedge Funds, 401k, Private Equity, Wealth Management..., High Net Worth..., Bonds, Pensions, Insurance, Risk Management, IRAs, Estate Tax Planning, Certified Financial..., ETFs, Private Banking, Loans, Credit, Mortgage Lending, Life Insurance, Trust Services, Relationship Management, Disability Insurance, Cash Management, Separately Managed..., 401k Rollovers, Personal Financial..., Options, Retirement Plan..., Defined Benefit, Financial Goals, Wealth Accumulation
Education
William Mitchell College of Law 1996 — 2000
JD, LLM
University of Wisconsin-Madison 1990 — 1994
BS
Eden Prairie High School 1989 — 1990
St. Catherine 1986 — 1989
Investors Financial Group February 2015 - August 2015
Anchor Bank, N.A. August 2013 - December 2014
Private Banking and Investment Group at Merrill Lynch June 2006 - August 2013
Piper Jaffray August 2004 - June 2006
Arete Law Group June 2002 - August 2004
KPMG October 2000 - June 2002
Sjoberg & Tebelius June 1997 - October 2000
Skills
Wealth, Series 7, Investments, Wealth Management, Strategic Financial..., Estate Planning, Asset Allocation, Retirement Planning, Alternative Investments, Equities, Mutual Funds, Asset Managment, Investment Advisory, Securities, Financial Advisory, Investment Strategies, Investment Management, Retirement, Portfolio Management, Financial Planners, Hedge Funds, 401k, Private Equity, Wealth Management..., High Net Worth..., Bonds, Pensions, Insurance, Risk Management, IRAs, Estate Tax Planning, Certified Financial..., ETFs, Private Banking, Loans, Credit, Mortgage Lending, Life Insurance, Trust Services, Relationship Management, Disability Insurance, Cash Management, Separately Managed..., 401k Rollovers, Personal Financial..., Options, Retirement Plan..., Defined Benefit, Financial Goals, Wealth Accumulation
Education
William Mitchell College of Law 1996 — 2000
JD, LLM
University of Wisconsin-Madison 1990 — 1994
BS
Eden Prairie High School 1989 — 1990
St. Catherine 1986 — 1989
Lisa M. Bernardo's Investors Financial Group Experience August 2012 - Present
Job Branch Management
Industry Banking
Experience
Investors Bank October 2012 - Present
Investors Financial Group August 2012 - Present
Investors Bank August 2011 - October 2012
The Provident Bank November 2010 - August 2011
Valley National Bank October 2008 - November 2010
Valley National Bank September 2006 - October 2008
Skills
Microsoft Office, Staff Supervision, Banking, Retail Banking, Loans, Consumer Lending, Commercial Banking, Cross Selling, Business Development, Commercial Lending, Credit, Finance, Leadership, Management, Portfolio Management, Small Business Lending, Training
Education
Lincoln Technical Institute 2005 — 2007
Advanced Certification, Massage Therapy, Anatomy and Physiology
Felician College 2002 — 2004
Finance
Nutley High School 1998 — 2001
High School Dipolma, College Prep
Investors Bank October 2012 - Present
Investors Financial Group August 2012 - Present
Investors Bank August 2011 - October 2012
The Provident Bank November 2010 - August 2011
Valley National Bank October 2008 - November 2010
Valley National Bank September 2006 - October 2008
Skills
Microsoft Office, Staff Supervision, Banking, Retail Banking, Loans, Consumer Lending, Commercial Banking, Cross Selling, Business Development, Commercial Lending, Credit, Finance, Leadership, Management, Portfolio Management, Small Business Lending, Training
Education
Lincoln Technical Institute 2005 — 2007
Advanced Certification, Massage Therapy, Anatomy and Physiology
Felician College 2002 — 2004
Finance
Nutley High School 1998 — 2001
High School Dipolma, College Prep
Brian Crosswhite Brian Crosswhite's Investors Financial Group Experience June 2003 - June 2004
Job Application Analyst II at Carilion Clinic
Industry Computer Software
Experience
Carilion Clinic May 2008 - Present
Wells Fargo Financial May 2006 - May 2008
Professional Cable June 2004 - April 2006
Investors Financial Group June 2003 - June 2004
Computer Learning Solutions March 2000 - May 2003
Skills
Troubleshooting, Laptops, Networking, Program Management, Sales, Testing, Visio, System Administration, Process Improvement, Software Documentation, Disaster Recovery, Healthcare Information..., EHR
Education
ECPI College of Technology 2000 — 2002
Associate's degree, Computer Electronics
Salem High School
Carilion Clinic May 2008 - Present
Wells Fargo Financial May 2006 - May 2008
Professional Cable June 2004 - April 2006
Investors Financial Group June 2003 - June 2004
Computer Learning Solutions March 2000 - May 2003
Skills
Troubleshooting, Laptops, Networking, Program Management, Sales, Testing, Visio, System Administration, Process Improvement, Software Documentation, Disaster Recovery, Healthcare Information..., EHR
Education
ECPI College of Technology 2000 — 2002
Associate's degree, Computer Electronics
Salem High School
Glenn Cordova's Investors Financial Group Experience June 2015 - Present
Job Intern at Investors Financial Group
Industry Financial Services
Experience
Investors Bank June 2015 - Present
Investors Financial Group June 2015 - Present
Flywheel Sports June 2014 - Present
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Financial Analysis, Analysis, Teamwork, Outlook, Accounting, Management, Budgets, Data Analysis, English, SQL, r programming, Finance, Mathematics
Education
Seton Hall University 2011 — 2015
Bachelor’s Degree, Economics
Investors Bank June 2015 - Present
Investors Financial Group June 2015 - Present
Flywheel Sports June 2014 - Present
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Financial Analysis, Analysis, Teamwork, Outlook, Accounting, Management, Budgets, Data Analysis, English, SQL, r programming, Finance, Mathematics
Education
Seton Hall University 2011 — 2015
Bachelor’s Degree, Economics
Ken Goodall's Investors Financial Group Experience 1997 - 2000
Job Chief Compliance Officer
Industry Financial Services
Experience
Guardian Life Insurance Company of America/Park Avenue Securities LLC 2014 - Present
AIG Advisor Group 2013 - 2014
Bessemer Trust 2011 - 2013
The Newport Group 2003 - 2011
Van Kampen Investments/Morgan Stanley Investment Management 2000 - 2003
Investors Financial Group 1997 - 2000
Skills
Risk Management, Investment Management, Corporate Governance, Mergers & Acquisitions, Financial Services, Mutual Funds, Banking, FINRA, Internal Audit, Enterprise Risk..., Securities, Asset Management, Hedge Funds, Equities, AML, Investments, Due Diligence, Alternative Investments, Mergers, Fixed Income, Investment Banking, Investment Advisory, Insurance, Series 63, Derivatives, Series 24, Asset Allocation, Portfolio Management, KYC, Wealth Management, Capital Markets, Series 7, Securities Regulation, Financial Risk, Trading, Private Equity, Operational Risk, Financial Markets, Management, Finance
Education
Loyola University New Orleans School of Law 1990 — 1993
JD
University of Florida
Guardian Life Insurance Company of America/Park Avenue Securities LLC 2014 - Present
AIG Advisor Group 2013 - 2014
Bessemer Trust 2011 - 2013
The Newport Group 2003 - 2011
Van Kampen Investments/Morgan Stanley Investment Management 2000 - 2003
Investors Financial Group 1997 - 2000
Skills
Risk Management, Investment Management, Corporate Governance, Mergers & Acquisitions, Financial Services, Mutual Funds, Banking, FINRA, Internal Audit, Enterprise Risk..., Securities, Asset Management, Hedge Funds, Equities, AML, Investments, Due Diligence, Alternative Investments, Mergers, Fixed Income, Investment Banking, Investment Advisory, Insurance, Series 63, Derivatives, Series 24, Asset Allocation, Portfolio Management, KYC, Wealth Management, Capital Markets, Series 7, Securities Regulation, Financial Risk, Trading, Private Equity, Operational Risk, Financial Markets, Management, Finance
Education
Loyola University New Orleans School of Law 1990 — 1993
JD
University of Florida
Nathaniel Waller's Investors Financial Group Experience May 1999 - August 2000
Job Business Analyst
Industry Financial Services
Experience
Monroe County August 2013 - July 2014
ConServe June 2012 - August 2013
GSI Office Environments January 2011 - August 2011
Credit Suisse July 2007 - June 2010
Credit Suisse May 2004 - July 2007
Credit Suisse November 2000 - May 2004
Investors Financial Group May 1999 - August 2000
Keogler Investment Advisory February 1998 - March 1999
Sanwa Financial Products August 1996 - October 1997
First Boston July 1993 - August 1996
Skills
Risk Management, Equities, Portfolio Management, Fixed Income, Trading, Investments, Derivatives, Financial Analysis, Project Management, Series 7, Hedge Funds, Bloomberg, Mergers, Mutual Funds, Trading Systems, Investment Strategies, Asset Allocation, Prime Brokerage
Education
University of Georgia - Terry College of Business 2003 — 2006
Masters, Business Administration
Kent State University 1984 — 1988
BS, Aerospace Flight Tech
Irondequoit High School
Irondequoit High School
Monroe County August 2013 - July 2014
ConServe June 2012 - August 2013
GSI Office Environments January 2011 - August 2011
Credit Suisse July 2007 - June 2010
Credit Suisse May 2004 - July 2007
Credit Suisse November 2000 - May 2004
Investors Financial Group May 1999 - August 2000
Keogler Investment Advisory February 1998 - March 1999
Sanwa Financial Products August 1996 - October 1997
First Boston July 1993 - August 1996
Skills
Risk Management, Equities, Portfolio Management, Fixed Income, Trading, Investments, Derivatives, Financial Analysis, Project Management, Series 7, Hedge Funds, Bloomberg, Mergers, Mutual Funds, Trading Systems, Investment Strategies, Asset Allocation, Prime Brokerage
Education
University of Georgia - Terry College of Business 2003 — 2006
Masters, Business Administration
Kent State University 1984 — 1988
BS, Aerospace Flight Tech
Irondequoit High School
Irondequoit High School
Tim Nichols's Investors Financial Group Experience 1989 - 1999
Job President, Rainier Realty Investments, LP
Industry Real Estate
Experience
Rainier Realty Investments, LP July 2003 - Present
Realty Services of America, Inc. January 2000 - June 2003
Investors Financial Group 1989 - 1999
Skills
Disposition, Real Estate Economics, Real Estate, Financial Structuring, Investments, Portfolio Management, Asset Managment, Underwriting, Due Diligence, Investment Properties, Real Estate Transactions, Asset Management, 1031 Exchanges, Financial Modeling, Alternative Investments, Brokerage, Private Equity, Mergers & Acquisitions, Commercial Real Estate, Location Intelligence, Property Management, Leases, REO, Real Estate Financing, Financial Analysis, Capital Markets, Real Estate Development, Investors, Corporate Real Estate, Private Placements, Land Acquisition, Shopping Centers, Acquisitions
Education
Georgia State University 1984 — 1986
MSRE, Real Estate
The University of Georgia 1979 — 1983
BBA, Finance
Rainier Realty Investments, LP July 2003 - Present
Realty Services of America, Inc. January 2000 - June 2003
Investors Financial Group 1989 - 1999
Skills
Disposition, Real Estate Economics, Real Estate, Financial Structuring, Investments, Portfolio Management, Asset Managment, Underwriting, Due Diligence, Investment Properties, Real Estate Transactions, Asset Management, 1031 Exchanges, Financial Modeling, Alternative Investments, Brokerage, Private Equity, Mergers & Acquisitions, Commercial Real Estate, Location Intelligence, Property Management, Leases, REO, Real Estate Financing, Financial Analysis, Capital Markets, Real Estate Development, Investors, Corporate Real Estate, Private Placements, Land Acquisition, Shopping Centers, Acquisitions
Education
Georgia State University 1984 — 1986
MSRE, Real Estate
The University of Georgia 1979 — 1983
BBA, Finance
Jay Vinson's Investors Financial Group Experience 1998 - 2000
Job Vice President, New Business Development at Cetera Advisors LLC
Industry Financial Services
Experience
Cetera Advisors LLC October 2010 - Present
Next Financial January 2008 - September 2010
Mutual Service Corporation 2000 - 2008
Investors Financial Group 1998 - 2000
H.D. Vest Financial Services 1996 - 1999
Skills
New Business Development, Financial Recruiting, Business Management, Practice Management, Strategic Consulting
Education
The University of Texas at Dallas
Economics, Finance
Cetera Advisors LLC October 2010 - Present
Next Financial January 2008 - September 2010
Mutual Service Corporation 2000 - 2008
Investors Financial Group 1998 - 2000
H.D. Vest Financial Services 1996 - 1999
Skills
New Business Development, Financial Recruiting, Business Management, Practice Management, Strategic Consulting
Education
The University of Texas at Dallas
Economics, Finance
Judy Ann McGinister's Investors Financial Group Experience May 2005 - December 2006
Job Assistant Director of Human Resources at Support Solutions of Georgia
Industry Consumer Services
Experience
Support Solutions of Georgia November 2011 - Present
Support Solutions Of TN/AR July 2010 - November 2011
Support Solutions of Tennessee February 2009 - July 2010
Scholars Learning Center January 2007 - February 2008
Investors Financial Group May 2005 - December 2006
Beazer Homes July 2003 - February 2005
Skills
Benefits Administration, Business Development, HRIS, Training, Succession Planning, Customer Satisfaction, Employee Relations, Recruiting, Employee Benefits, Employee Engagement, Conflict Resolution, Policy, Human Resources, Performance Management, Temporary Placement, Talent Acquisition, Coaching, Team Building, HR Policies, FMLA, New Hire Orientations, Personnel Management, Leadership Development, Employee Handbooks, Applicant Tracking..., Leadership, EEOC, Conflict Management, Employee Recognition, Performance Appraisal, Operations Management, Labor Relations, Hiring, Marketing, Organizational..., Public Speaking, Customer Service, Staff Development, Event Planning
Education
University of Phoenix 2008 — 2009
MBA, Business
Arkansas State University 1998 — 2000
Bachelor of Science, Human Resource Management
Arkansas Northeastern College 1990 — 1993
AA, Business
Support Solutions of Georgia November 2011 - Present
Support Solutions Of TN/AR July 2010 - November 2011
Support Solutions of Tennessee February 2009 - July 2010
Scholars Learning Center January 2007 - February 2008
Investors Financial Group May 2005 - December 2006
Beazer Homes July 2003 - February 2005
Skills
Benefits Administration, Business Development, HRIS, Training, Succession Planning, Customer Satisfaction, Employee Relations, Recruiting, Employee Benefits, Employee Engagement, Conflict Resolution, Policy, Human Resources, Performance Management, Temporary Placement, Talent Acquisition, Coaching, Team Building, HR Policies, FMLA, New Hire Orientations, Personnel Management, Leadership Development, Employee Handbooks, Applicant Tracking..., Leadership, EEOC, Conflict Management, Employee Recognition, Performance Appraisal, Operations Management, Labor Relations, Hiring, Marketing, Organizational..., Public Speaking, Customer Service, Staff Development, Event Planning
Education
University of Phoenix 2008 — 2009
MBA, Business
Arkansas State University 1998 — 2000
Bachelor of Science, Human Resource Management
Arkansas Northeastern College 1990 — 1993
AA, Business
Rhonda Watkins's Investors Financial Group Experience 1997 - 1999
Job Henry Graphics, Inc.
Industry Graphic Design
Experience
Henry Graphics, Inc. December 2011 - Present
D and H Distribution Center August 2009 - May 2011
SCI Holiday Inn 2007 - 2009
SCI Doubletree Atlanta Airport 2006 - 2008
Jones Lang LaSalle 2004 - 2006
McCullough & Associates 2000 - 2004
MindSpring 2000 - 2000
Earthlink 2000 - 2000
National Mailing Services Inc 1999 - 2000
Investors Financial Group 1997 - 1999
Education
Kaplan University 2009 — 2010
Applied Science of Business Management / HR Management.
Peachtree 1982 — 1987
Dekalb Community College
Henry Graphics, Inc. December 2011 - Present
D and H Distribution Center August 2009 - May 2011
SCI Holiday Inn 2007 - 2009
SCI Doubletree Atlanta Airport 2006 - 2008
Jones Lang LaSalle 2004 - 2006
McCullough & Associates 2000 - 2004
MindSpring 2000 - 2000
Earthlink 2000 - 2000
National Mailing Services Inc 1999 - 2000
Investors Financial Group 1997 - 1999
Education
Kaplan University 2009 — 2010
Applied Science of Business Management / HR Management.
Peachtree 1982 — 1987
Dekalb Community College
James Yost's Investors Financial Group Experience October 2009 - Present
Job Founder of Cruze
Industry Financial Services
Experience
Investors Financial Group October 2009 - Present
Northwestern Mutual April 2006 - June 2008
Skills
Strategic Financial..., Financial Analysis, Sales, Finance, Insurance, Forecasting, Business Analysis, Marketing, Customer Service, Microsoft Excel, Life Insurance, Small Business, Accounting
Education
Campbell University 2009 — 2010
Master of Business Administration (MBA), Business Administration and Management, General
Campbell University
Trust and Wealth Management Pre-law focus, Financial Planning and Services
Investors Financial Group October 2009 - Present
Northwestern Mutual April 2006 - June 2008
Skills
Strategic Financial..., Financial Analysis, Sales, Finance, Insurance, Forecasting, Business Analysis, Marketing, Customer Service, Microsoft Excel, Life Insurance, Small Business, Accounting
Education
Campbell University 2009 — 2010
Master of Business Administration (MBA), Business Administration and Management, General
Campbell University
Trust and Wealth Management Pre-law focus, Financial Planning and Services
Herb Garner's Investors Financial Group Experience 1991 - 1994
Job Former Investment Advisor at Invest Financial
Industry Financial Services
Experience
Invest Financial January 2012 - Present
Invest Financial January 2012 - Present
Sun America Securities 1994 - 2001
Investors Financial Group 1991 - 1994
Skills
Retirement Planning, Mutual Funds, Annuities, Securities, Asset Allocation, Small Business, Insurance Planning, Fixed Annuities, Financial Planners, 401k, Uniform Combined State..., IRAs, Insurance, Investments, Disability Insurance, Investment Advisory, Estate Planning, Life Insurance, Series 63, Retirement, Long Term Care Insurance, Wealth Management, Term Life Insurance, Strategic Financial..., Series 7, Wealth Management..., Health Insurance, Whole Life, Series 65, Alternative Investments, Investment Strategies, Investment Management, 401k Rollovers, Series 6, Financial Advisory, Wealth, Long-term Care
Education
Oglethorpe University 1995 — 1996
Certified Financial Planning certificate
Douglas County High School 1958 — 1962
Invest Financial January 2012 - Present
Invest Financial January 2012 - Present
Sun America Securities 1994 - 2001
Investors Financial Group 1991 - 1994
Skills
Retirement Planning, Mutual Funds, Annuities, Securities, Asset Allocation, Small Business, Insurance Planning, Fixed Annuities, Financial Planners, 401k, Uniform Combined State..., IRAs, Insurance, Investments, Disability Insurance, Investment Advisory, Estate Planning, Life Insurance, Series 63, Retirement, Long Term Care Insurance, Wealth Management, Term Life Insurance, Strategic Financial..., Series 7, Wealth Management..., Health Insurance, Whole Life, Series 65, Alternative Investments, Investment Strategies, Investment Management, 401k Rollovers, Series 6, Financial Advisory, Wealth, Long-term Care
Education
Oglethorpe University 1995 — 1996
Certified Financial Planning certificate
Douglas County High School 1958 — 1962
Faye Miller's Investors Financial Group Experience May 1997 - April 2003
Job at The Strategic Financial Alliance
Industry Financial Services
Experience
The Strategic Financial Alliance January 2013 - Present
Wells Real Estate Funds August 2003 - December 2012
Wells Real Estate Funds August 2003 - December 2003
Investors Financial Group (IFG) May 1997 - April 2003
Investors Financial Group May 1997 - April 2003
Keogler Morgan & Company February 1995 - April 1997
Citizens Trust Bank May 1985 - November 1994
FDIC July 1984 - May 1985
Century National Bank March 1980 - July 1984
North Carolina A & T State University June 1976 - December 1979
Skills
Financial Operations, Financial Accounting, Operations Management, Successful track record, Team Leadership, Result Oriented, Investor Relations
Education
North Carolina Agricultural and Technical State University 1972 — 1976
Bachelor of Science (BS), Business Administration, Management and Operations
NORTH CAROLINA A & T STATE UNIVERSITY
Bachelor of Business Administration
The Strategic Financial Alliance January 2013 - Present
Wells Real Estate Funds August 2003 - December 2012
Wells Real Estate Funds August 2003 - December 2003
Investors Financial Group (IFG) May 1997 - April 2003
Investors Financial Group May 1997 - April 2003
Keogler Morgan & Company February 1995 - April 1997
Citizens Trust Bank May 1985 - November 1994
FDIC July 1984 - May 1985
Century National Bank March 1980 - July 1984
North Carolina A & T State University June 1976 - December 1979
Skills
Financial Operations, Financial Accounting, Operations Management, Successful track record, Team Leadership, Result Oriented, Investor Relations
Education
North Carolina Agricultural and Technical State University 1972 — 1976
Bachelor of Science (BS), Business Administration, Management and Operations
NORTH CAROLINA A & T STATE UNIVERSITY
Bachelor of Business Administration
Citizens Bank
Indymac Bank
MBNA
First Union National Bank
Prudential Securities
SunTrust Mortgage
Federal Reserve Board
Zions Bancorporation