National Financial Services Group
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National Financial Services Group Employees
National Financial Services Group November 2012 - Present
Interline Brands/Barnett Pro Contractor Supplies July 2011 - November 2012
jaxGRUB August 2010 - November 2012
Signet Diagnostic Imaging Center August 2010 - July 2011
Taylor Supply, LLC July 2010 - November 2010
Education
University of Florida 2002 — 2008
Bachelor of Arts, Sport Management/Business Administration
Gainesville High School 1998 — 2002
High School Diploma, Academic
Commonwealth of Atlanta, LLC November 2014 - Present
AVMA Group Life and Health Insurance Trust August 2014 - Present
Senior Services of North Fulton July 2014 - Present
NAIFA North Metro Atlanta July 2014 - Present
National Financial Services Group January 2014 - October 2014
Islands Consulting January 2013 - December 2013
New York Life Insurance Company June 2003 - December 2012
Jackson National Life September 2001 - November 2002
Deutsche Asset Management April 1998 - May 2001
John Alden Life Insurance Company October 1993 - April 1997
Skills
Series 24, Investment Advisory, Retirement Income..., Executive Benefits, Succession Planning, Closely Held..., Retirement Planning, Securities, Key Person Insurance, New Business Development, Life Insurance, Insurance, Term Life Insurance, Long Term Care Insurance, Long-term Care, Health Insurance, Fixed Annuities, Employee Benefits, Permanent Life Insurance, Demographics, Equity Indexed Annuities, Individual Pension Plans
Education
The American College 2013 — 2016
currently matriculated with the college to further my financial education
Salisbury University - Perdue School of Business 1989 — 1993
Bachelor of Science (B.S.), Business Administration and Management, General
National Financial Services Group November 2010 - Present
Played Professional Baseball March 2000 - November 2006
Education
University of New Orleans 1998 — 2003
Bachelor's degree, Communications
CB&I March 2014 - Present
CB&I August 2012 - March 2014
Treasured Passages January 2011 - December 2011
National Financial Services Group May 2011 - July 2011
Skills
Office Administration, Legislation, Government Relations, Governmental Affairs, Political Science, Politics, Event Planning, Press Releases, Leadership, Market Research, Marketing, Social Media, Customer Service, Marketing Communications, Public Speaking, Research
Education
University of South Carolina-Columbia 2008 — 2012
Bachelor of Science (B.S.), Marketing and Management
Richmond, The American International University in London
Reynolds & Reynolds Financial Partners June 2015 - Present
National Financial Services Group May 2014 - May 2015
Premera Blue Cross March 2013 - April 2014
Insight January 2011 - February 2013
Skills
Health Insurance, Insurance, Customer Service, Direct Sales, Employee Benefits, Life Insurance, Sales, Customer Satisfaction, Account Management, Call Centers, Invoicing, Disability Insurance, Computer Proficiency, Financial Analysis, Financial Planning, Financial Services, Financial Audits, Team Building
Education
Fuller Theological Seminary 2004 — 2008
Masters of Divinity, Philosophy and Religious Studies
California State University-Northridge 2001 — 2004
Bachelors of Arts, Psychology and Religious Studies
McKay Financial Solutions, LLC November 2009 - Present
Primerica Financial Services December 2007 - November 2009
National Financial Services Group June 2008 - August 2009
Collier County Sheriff's Office November 1983 - November 2004
Skills
Small Business, Retirement, Leadership, Disability Insurance, Long-term Care, Life Insurance, Health Insurance, Retirement Planning, Fixed Annuities, Strategic Financial..., Strategic Planning, Finance, Estate Planning, Time Management, Key Person Insurance, Employee Benefits, Financial Planners, Term Life Insurance, Networking, Insurance, Financial Planning, Annuities, Financial Services, Community Outreach, Training, Access, Executive Management, Sales
Education
Hodges University 2005 — 2007
MSM, Business Management
Hodges University 2003 — 2005
B.S. Business Management, Executive Management
Edison Community College 1996 — 1998
A.S. Criminal Justice, Criminal Justice/Police Science
Commonwealth of Atlanta LLC November 2014 - Present
Greater North Fulton Chamber of Commerce March 2014 - January 2015
National Financial Services Group June 2013 - November 2014
PNC March 2012 - June 2013
RBC Bank April 2010 - March 2012
RBC Royal Bank March 2008 - April 2010
Women Who Mean Business 2008 - 2010
National Bank of Commerce September 2002 - June 2004
Skills
Small Business, Financial Planning, Investments, Employee Benefits, Insurance, Finance, Customer Service
Education
Kennesaw State University - Michael J. Coles College of Business 2000 — 2002
BBA
Hewlett-Packard July 2015 - Present
Hewlett-Packard July 2013 - August 2015
Hewlett-Packard January 2015 - April 2015
Workaholic Films LLC. February 2012 - December 2014
Pivotal Public Relations and Management May 2011 - December 2014
Collabera January 2013 - July 2013
YP Holdings formally AT&T Advertising Solutions January 2012 - July 2012
The Website Shop March 2011 - November 2011
National Financial Services Group March 2009 - March 2011
Best Buy September 2005 - May 2009
Skills
Public Relations, Marketing Strategy, Sales, Marketing, Customer Service, Leadership, Income Statement, Team Building, Advertising, Microsoft Office, Management, Budgets, CRM, Competitive Analysis, Microsoft Word, P, PowerPoint, Public Speaking, Selling, Social Networking, Training
Education
Alabama State University 2004 — 2009
Bachelor, Marketing & Sales
Bank of America June 2015 - August 2015
Harper Collins, LLC August 2013 - May 2014
National Financial Services Group May 2013 - August 2013
UQ Marketing August 2012 - May 2013
Carolina Rapids Soccer Club June 2010 - May 2013
Red Rock's Café April 2010 - July 2012
Skills
Microsoft Excel, Accounting, Leadership, Financial Analysis, Data Analysis, Social Media Marketing, Marketing Communications, PowerPoint, Research, Social Networking, Time Management
Education
Clemson University - College of Business and Behavioral Science 2011 — 2015
Accounting and Finance, Banking, Corporate, Finance, and Securities Law, Senior
The Wittman Group July 2012 - Present
National Financial Services Group 2007 - 2010
Liberty Trust Mortgage 2002 - 2004
Skills
Investments, Strategic Financial..., Project Management, New Business Development, Social Media Marketing, Social Media, Marketing Strategy, Estate Planning, Marketing, Public Speaking, Event Management, Marketing Communications, Editing, Advertising, Digital Marketing, Email Marketing, Music Industry, Music, Due Diligence, Financial Structuring, Illustrator, Joint Ventures, Structured Finance, Event Planning, Investment Banking, Private Equity, Business Valuation, Hedge Funds, IPO, Venture Capital, Valuation, Songwriting, Mergers, M&A experience, Guitarist, Capital Markets, Copywriting, Restructuring, Blogging, Project Finance, Corporate Finance, Investment Advisory
Education
Middle Tennessee State University 1998 — 2002
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law
The University of Tennessee at Chattanooga 1995 — 1996
TIAA-CREF January 2014 - Present
Merrill Lynch June 2012 - December 2013
Wells Fargo November 2010 - June 2012
Prudential Financial July 2009 - October 2010
Merrill Lynch April 2006 - July 2008
National Financial Services Group November 2004 - April 2006
Cofaco SA January 2001 - July 2002
Textil San Cristobal SA January 1998 - December 2000
Armstrong SRL January 1996 - December 1997
Texport S April 1995 - December 1996
Skills
Banking, Wealth Management, Investments, Insurance, Series 7, Customer Service, Retail, Financial Planning, Mutual Funds, Retirement Planning, Loans, Credit, Strategic Financial..., Finance, Portfolio Management, Management, Commercial Banking, Sales, Financial Services, Retirement, Asset Allocation, Business Planning, Small Business, Estate Planning, Relationship Management, Financial Planners, CRM, Series 63, Securities, Analysis, Financial Advisory, Cash Management, Financial Analysis, Retail Banking, Asset Management, Series 6, Mortgage Lending, Investment Strategies
Education
School of Business of Fullerton, California State University & Universidad San Ignacio de Loyola 1998 — 1999
M.B.A., Executive Master, Business Administration
Universidad Catolica del Peru 1996 — 1997
B.S, Management & Direction of Enterprises
Universidad Nacional de Trujillo 1987 — 1993
B.S, Industrial Engineering
Lathem Time Corporation January 2015 - Present
NCR Corporation November 2013 - January 2015
Steelray Software October 2012 - August 2013
Sage Software 2006 - May 2012
Reed Elsevier November 2005 - November 2006
National Financial Services Group July 2000 - September 2006
Skills
National Sales Trainer, Training & Development, Sales Management, Cloud Computing, Qualifying Prospects, Business Alliances, Product Management, Business Intelligence, Territory Management, Team Leadership, Key Account Management, Marketing Automation, Business Relationship..., Customer Retention, Building Relationships, Marketing, WebEx, Telemarketing, Consulting, SalesForce CRM, Sales Force Development, SaaS, Consult, Salesforce.com
Education
East Carolina University 1971 — 1976
BFA, Art Direction
Asheville High School 1968 — 1971
Hs Diploma, College Prep
Triumph Advisors, Ltd January 2006 - Present
Triumph Wealth Advisors, Inc. February 2010 - Present
TCM Securities, Inc. December 2009 - Present
National Financial Services Group 2008 - 2011
Cobb County Fire and Emergency Services May 1998 - July 2002
Skills
New Business Development, Strategic Planning, Business Strategy, Project Management, Product Development, Financial Analysis, Financial Planning, Securities, Insurance, Money Management, Private Wealth..., Wealth Management, Mutual Funds, Investment Banking, Investments, Alternative Investments, Investment Advisory, Fixed Annuities, Retirement, Valuation, Pensions, Asset Allocation, Due Diligence, Strategic Financial..., Series 63, Venture Capital, Financial Advisory, Series 7, Estate Planning, Options, Equities, Life Insurance, Retirement Planning, Private Equity, Mergers & Acquisitions, Wealth Management..., Corporate Finance, Risk Management, Employee Benefits, Investment Strategies, Wealth, Term Life Insurance, Credit, Financial Planners, Business Development, Hedge Funds, Finance, Capital Markets, Trading, IRAs
Education
Kennesaw State University 2008 — 2010
Finance, General
The University of Georgia 1994 — 1996
Biochemistry
New York Life Insurance Company December 2013 - Present
Mercer December 2010 - June 2013
Fidelity Investments January 2006 - November 2009
Fidelity Investments August 2006 - November 2008
National Financial Services Group August 2006 - December 2006
Fidelity Investments January 2006 - July 2006
Fidelity Investment January 2006 - July 2006
Citigroup January 2006 - July 2006
Veritude August 2002 - December 2005
Veritude August 2002 - December 2005
Skills
Government Liaison, Analysis, Management, Leadership, Program Management, Cross-functional Team..., Budgets, Finance, Team Leadership, Marketing, Sales, Customer Service, Financial Services, Financial Analysis, Investments, Securities, Microsoft Office
Education
University of Florida 1999 — 2002
Bachelor of Science (BS), Physiology, Pathology and Related Sciences
University of Florida 1999 — 2002
Bachelor of Science, Exercise Sports Science
University of Florida 1999 — 2002
Bachelor of Science, Exercise Sports Science
Arkansas State University
Satellite East
PwC October 2014 - Present
Cox Communications March 2013 - October 2014
Cox Communications September 2010 - October 2014
CNN 2008 - 2010
GE 2005 - 2008
Reliance Trust Company 2003 - 2005
National Financial Services Group 2003 - 2003
Skills
Financial Analysis, Forecasting, Management, Financial Modeling, Finance, Leadership, Process Improvement, Strategy, Analysis, Essbase, Strategic Financial..., Competitive Analysis, Budgets, PeopleSoft, Strategic Planning, Business Planning, Relationship Management, Business Development, Financial Planning, Change Management, Certified Green Belt, Integration
Education
Georgia Tech
Master of Business Administration (M.B.A.)
Georgia State University 2000 — 2004
BBA
LifeWay Christian Resources October 2013 - Present
TrustCore Financial December 2010 - September 2013
National Financial Services Group February 2010 - November 2010
Brewco Marketing Group June 2004 - August 2008
Education
Western Kentucky University
Bachelor, Economics
Boston University
Certificate, Financial Planning
National Financial Services Group April 2013 - Present
Wells Fargo Bank April 2011 - April 2013
Met Life April 2006 - April 2011
Skills
Public Speaking, New Business Development, Aircraft, Nonprofits, Strategic Planning, Team Building, Customer Service, Leadership, Management, Sales, Marketing Strategy, Business Strategy, Small Business, Fundraising
Education
LIU Post 1977 — 1981
Bachelors, Marketing
C.W. Post College
Bachelor's Degree
University of Florida Proton Institute April 2010 - Present
Uf proton therapy February 2009 - April 2010
National Financial Services Group August 2005 - January 2009
First Coast Oncology July 2003 - July 2005
Skills
Radiation Therapy, Direct Patient Care, Communication, Concierge Services, Strategic Planning, Teacher Training, Mosaiq, IGRT, ARRT, BLS, Cancer Treatment, Cancer, Radiation, EMR, Healthcare Management, EHR, Cpr Certified, Pediatric Radiology, Patient Education, Radiology, HIPAA, Quality Patient Care, Medical Staff Relations, Healthcare, Oncology, Public Speaking, Medicine
Education
Bellevue University 2014 — 2016
Master's degree, Health/Health Care Administration/Management
Santa Fe College 2010 — 2013
Bachelor's degree, Health/Health Care Administration/Management
Florida Community College at Jacksonville 2002 — 2003
Advanced Certificate, Medical Radiologic Technology/Science - Radiation Therapist
Santa Fe Community College 1999 — 2002
Associate of Arts and Sciences (A.A.S.), Radiologic Technology/Science - Radiographer
Standard Financial Group 2012 - Present
National Financial Services Group June 2011 - December 2012
Terry College of Business November 2009 - March 2011
G. Randall Hammond & Company February 2007 - November 2008
SunTrust Bank March 2005 - August 2006
Prudential Atlanta Realty March 2000 - November 2004
American International Group, Inc July 1993 - April 1999
Skills
Risk Management, Financial Planners, Insurance Planning, Estate Planning, Financial Analysis, Financial Reporting, Investments, Insurance, Financial Advisory
Education
University of Georgia - Terry College of Business 2009 — 2011
Certificate In Financial Planning
American InterContinental University 1998 — 1999
Bachelor of Business Administration (BBA), Business Management
Georgia State University 1995 — 1998
Undergraduate Student, Risk Management and Insurance
Dewey Square Group June 2008 - Present
University of Maryland, College Park August 2007 - May 2012
Matthew 25 Network July 2008 - December 2009
Georgetown Scholars Program July 2008 - July 2008
National Financial Services Group January 2007 - August 2007
Fuller Theological Seminary January 2004 - August 2006
Skills
Social Media, Editing, Research, Strategic Communications, Public Speaking, Teaching, Politics, Blogging, Microsoft Office
Education
University of Maryland College Park 2007 — 2012
Ph.D (incomplete), Communication (Rhetoric)
Fuller Theological Seminary 2003 — 2006
MAT, Theology and the Arts
Bowling Green State University 2002 — 2003
MA, Theatre
Calvin College 1998 — 2002
BA, English/Communication
National Financial Services Group November 2010 - Present
Fourth Generation Software Solutions 1998 - 2009
Arlington Press 1986 - 1997
Education
Kennesaw State University 2007 — 2009
Certificate, Financial Planning
NYU Polytechnic 1994 — 1996
MS, MS, Operations Management & MS, Manfacturing Engineering
Rochester Institute of Technology 1981 — 1986
BT, Computer Science
Lowndes High School
SuperNova South April 2015 - Present
Dalton Agency January 2015 - Present
JWT Atlanta September 2012 - January 2015
Digital Atlanta March 2014 - October 2014
National Financial Services Group June 2011 - September 2012
UGA Relay For Life April 2010 - April 2011
The Longstreet Clinic May 2010 - July 2010
Skills
Microsoft Office, Social Media, Creative Writing, Adobe Creative Suite, Advertising, Event Planning, Integrated Marketing, Leadership, Management, Marketing, Media Relations, Press Releases, Webmaster Services
Education
University of Georgia - Terry College of Business 2007 — 2011
Bachelor of Business Administration, Marketing
Deutsche Bank April 2013 - Present
Nomura Asset Management April 2011 - April 2013
Goldman Sachs Asset Management October 2007 - March 2011
AIG Investments December 1999 - September 2007
NASD September 1998 - December 1999
Oppenheimer Capital August 1994 - August 1998
National Financial Services Group July 1993 - June 1994
Skills
Alternative Investments, Hedge Funds
Education
St. John's University, The Peter J. Tobin College of Business 1996 — 2000
MBA, Finance
Saint John's University 1989 — 1993
BS, Business Management
The Hanover Insurance Group March 2013 - Present
The Hanover Insurance Group June 2010 - March 2013
National Financial Services Group December 2009 - December 2009
Athens-Clarke County May 2008 - July 2009
Skills
Inland Marine, Underwriting, Insurance, Risk Management, Excel, New Business Development, Marketing, Finance, Training, Management, Accounting, Microsoft Excel, Customer Service, Property & Casualty..., Liability, General Insurance, Commercial Insurance, Time Management, Legal Liability, Financial Analysis, Commercial Lines, Analysis, Claims Management, Reinsurance, Brokers
Education
The University of Texas at Austin - The Red McCombs School of Business 2013 — 2015
Master of Business Administration (MBA)
The University of Georgia 2006 — 2010
Bachelor, Risk Management and Insurance
FolioDynamix February 2014 - Present
U.S. Securities and Exchange Commission November 2010 - February 2014
Fidelity Investments January 2006 - November 2010
Fidelity Capital Markets 2006 - November 2010
Fidelity Investments January 2005 - January 2006
Fidelity Capital Markets July 2003 - May 2005
Merrill Lynch August 1998 - September 2000
Fidelity Investments April 1996 - August 1998
National Financial Services Group January 1993 - April 1996
Skills
Series 7, Series 63, Series 65, Financial Services, Fixed Income, Securities, Securities Regulation, Risk Management
Education
SEC University and Georgetown University Law Center 2012 — 2014
Certificate Program, Securities and Financial Regulation
FBI Citizens' Academy - FBI NYC Field Office 2013 — 2013
Executive Education Program
Ithaca College
Lowe's Companies, Inc. August 2014 - Present
Lowe's Home Improvement July 2012 - August 2014
Boatsman Gillmore PLLC July 2009 - June 2012
National Financial Services Group April 2007 - June 2009
National Financial Services Group January 2005 - April 2007
Globe Express Services November 2005 - December 2006
Skills
Financial Analysis, Event Planning, Customer Service, Social Media, Marketing, Microsoft Excel, Microsoft Word, PowerPoint, Sales Analysis, Project Planning, Project Management, Office Management, Department Budgeting, Forecasting
Education
University of North Carolina at Charlotte - Belk College of Business 2004 — 2007
Accounting, Accounting
Presbyterian College 2002 — 2004
Singular Financial, LLC November 2011 - Present
National Financial Services Group June 2009 - November 2011
Ameriprise Financial Services, Inc. February 2006 - June 2009
Skills
Retirement Planning, Long-term Care, Securities, Disability Insurance, Wealth Management, Investments, Insurance, Strategic Financial..., Retirement, Fixed Annuities, Mutual Funds, Risk Management, Life Insurance, Portfolio Management, Estate Planning..., Estate Planning
Education
University of Georgia - Terry College of Business 2008 — 2009
Certificant
Marshall University 2000 — 2005
B.B.A
IBERIABANK August 2015 - Present
National Financial Services Group October 2012 - August 2015
Bank of America April 2015 - July 2015
Bank of America November 2011 - October 2012
Primerica February 2011 - November 2011
Burger King Corporation August 2010 - February 2011
Atlanta Equity Mortgage January 2002 - 2009
Radio Sandy Springs January 2003 - January 2006
Attainable mortgage May 2001 - November 2002
Pizza Hut February 2000 - September 2001
Skills
Negotiation, Management, Training, Sales, Marketing, Forecasting, Marketing Strategy, Finance, Retail, Project Management, Investments, Small Business, Public Relations, Financial Analysis, Strategic Planning, New Business Development, Leadership, Customer Service, Business Development, Team Building, Budgets, Hiring, Financial Planning, Coaching, Strategy, Financial Services, Executive Management, Banking, Credit, Mortgage Lending, Inventory Management, Sales Management, Public Speaking, Loans, Business Strategy, Portfolio Management
Education
South University 2008 — 2009
MBA, Finance
Elon University 1986 — 1989
BS, Finance
Cox Media Group June 2015 - Present
PwC September 2013 - Present
PwC January 2013 - March 2013
Vision Airlnes, Inc. June 2010 - July 2012
National Financial Services Group June 2008 - July 2008
Retail Planning Corporation June 2007 - July 2007
Skills
Microsoft Excel, Budgets, Financial Analysis, Revenue Recognition, Accounts Receivable, General Ledger, Forecasting, Internal Controls, Financial Modeling
Education
Georgia State University - J. Mack Robinson College of Business 2012 — 2012
Master of Professional Accountancy, Accounting, (Magna Cum Laude)
College of Charleston 2005 — 2009
Business Administration, Finance, (Cum Laude)
National Life Group June 2011 - Present
National Financial Services Group June 2011 - January 2015
Film Industry 1990 - December 2010
"Everybody Hates Chris" July 2005 - October 2008
20th Century Fox Pictures September 2002 - March 2003
Skills
Photography
Education
University of Maine 1985 — 1989
Bachelor of Arts (BA), Advertising, Journalism+Broadcasting
National Financial Services Group June 2012 - Present
Black Oak Asset Management December 2010 - May 2012
Education
Kennesaw State University
Core curriculum
University of Phoenix
Marketing
The Powhatan Group April 2012 - Present
National Financial Services Group March 2012 - February 2015
EMSIV Consulting September 2011 - February 2012
Dolphin Properties (a division of KP Sports) August 2010 - September 2011
LBA Wealth Management October 2008 - March 2010
AXA Advisors November 2005 - October 2008
Phantom Dezign September 2003 - November 2005
Skills
Bilingual, New Business Development
Education
Jacksonville University 1999 — 2001
MBA
Defense Language Institute 1995 — 1995
Spanish
Hampden-Sydney College 1990 — 1994
BA, History, Spanish
Hampton Roads Academy 1986 — 1990
Diploma, College Preparatory
Metlife January 2015 - Present
New England Securities January 2011 - December 2014
National Financial Services Group July 2006 - December 2010
Shepherd Center 2007 - 2008
Peachtree Planning Corporation 2001 - 2006
Towne Lake Optimist Club 2002 - 2003
NorthPoint Community Church-men's bible 2002 - 2002
Optimist International-TowneLake 2001 - 2002
TIF 1994 - 2002
Alfa Wassermann 1997 - 2001
Education
The University of Akron 1974 — 1975
MA
Long Island University, C.W. Post Campus 1972 — 1974
MS
Miami University 1968 — 1972
BS
CHS
National Financial Services Group September 2015 - Present
COUNTRY Financial® November 2012 - May 2015
AHIG, Alexis Holt Insurance Group, LLC June 2015 - 2015
American General Life Companies June 2012 - November 2012
State Farm January 2012 - June 2012
Sprint July 2010 - January 2012
Skills
Insurance, Property & Casualty..., Life & Health Insurance..., Commercial Insurance, Term Life Insurance, Sales, Marketing, Disability Insurance, General Insurance, Health Insurance, Liability, Life Insurance, Long Term Care Insurance, Long-term Care, Management, Small Business, Umbrella Insurance, Underwriting, Employee Benefits, Key Person Insurance, Buy-sell Agreements, Commercial Lines, Employee Training, Team Building, Coaching, Lead Generation, Social Networking, Motivational Speaking, Leadership Development, Leadership, Public Speaking, Customer Service, Retirement Planning, Fixed Annuities
Education
Auburn University at Montgomery 2005 — 2008
Mass Communication/Media Studies
Dothan High School 2001 — 2005
Regular/General High School/Secondary Diploma Program
Foodbuy May 2015 - Present
Foodbuy, LLC October 2013 - May 2015
Foodbuy, LLC December 2011 - October 2013
Ben Craig Center October 2010 - December 2011
National Financial Services Group January 2011 - May 2011
Skills
Leadership, Analytical Abilities, People Skills, Multitasker, Problem Solving, Results Focused, Highly Adaptable, Self Motivated, Analytical Skills, Invoicing, Financial Analysis, Result Oriented, Time Management, Contract Management, Microsoft Excel, Team Building, Inventory Management, Training, Strategic Planning
Education
University of North Carolina at Charlotte - Belk College of Business 2009 — 2011
B.S.B.A., Finance
Central Piedmont Community College 2006 — 2009
A.A., Business
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
Carrington Mortgage Services, Mortgage Lending Division August 2015 - Present
PNC Mortgage March 2015 - August 2015
SuperStock May 2014 - February 2015
The H.I.L.L. of Northeast Florida, Inc March 2014 - January 2015
National Financial Services Group November 2012 - May 2014
PHH Mortgage January 2011 - November 2012
PHH Mortgage November 2005 - January 2011
Skills
Fixed Annuities, Retirement Planning, Life Insurance, Employee Benefits, Estate Planning..., Executive Benefits, Financial Strategies, Insurance Strategies, Key-Person Insurance, Personal Life Insurance, Personal Needs Analysis, Retirement Strategies, Operations Management, E-commerce, Sales Operations, Sales, Loans, Financial Services, Finance, Estate Planning, Banking, Residential Mortgages, Credit, Mortgage Banking, Financial Risk, Loan Origination, Insurance
Education
Florida State University - College of Business 2002 — 2005
Bachelor of Science (BS), Multinational Business
Toyota Financial Services August 2014 - Present
Chef Kern, Inc. August 2008 - August 2015
National Financial Services Group December 2013 - December 2013
Skills
Leadership, Credit Analysis, Finance, Customer Service, Work Ethic, Financial Analysis, Employee Management, Microsoft Excel, Learning Quickly, Adaptability, Accounting, Microsoft Office, Financial Services, Logistics, Research
Education
University of Georgia - Terry College of Business 2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
University of North Georgia 2008 — 2011
Associate of Arts (A.A.), Business Administration and Management, General
FEBC July 2011 - Present
Keystone Wealth Management April 2009 - Present
National Financial Services Group February 2007 - April 2009
Cooke Financial February 2002 - December 2007
Skills
Management, Analysis, Consulting, Financial Planning, Customer Service, Strategic Planning, Project Management, Leadership, Business Strategy, Microsoft Office, Sales, Marketing, Strategy, Business Development, Microsoft Excel, Marketing Strategy, Change Management, Negotiation, Team Building, Public Speaking
Education
University of Alabama 2001 — 2005
Bachelor's Degree, Finance and Economics
University of Georgia - Terry College of Business 2010 — 2011
Certified Financial Planner Program, Financial Planning and Services
National Financial Services Group June 2013 - April 2015
The Georgia Group- An Office of New England Financial July 2011 - May 2013
Bank of North Georgia November 2007 - February 2011
Colonial Bank January 1996 - January 2007
SouthTrust Bank 1989 - 1996
Education
Kennesaw State University
Bachelor, Business Administration/Business Management, 1989
Charlotte Metro Credit Union June 2013 - Present
Waddell & Reed March 2011 - May 2013
National Financial Services Group January 2008 - March 2011
Morgan Stanley Dean Witter February 2000 - May 2001
Skills
Life Insurance, Disability Insurance, Pensions, Wealth Management, Retirement, Long-term Care, Mutual Funds, Series 7, Securities, Mortgage Lending, Wealth, Asset Management, Financial Analysis, Portfolio Management, Banking, Term Life Insurance, Microsoft Office, Retirement Planning, Strategic Financial..., Investments, Insurance, Financial Advisory, Wealth Accumulation, Financial Services, Long Term Care Insurance, Fixed Annuities, 401k, Financial Planners, Estate Planning, Series 63, IRAs, Financial Goals, Investment Advisory, Asset Allocation, Risk Management, Investment Strategies, 401k Rollovers, Uniform Combined State..., Alternative Investments, College Savings Plans, Wealth Management..., Variable Annuities, Roth IRA, Bonds, Investment Management, Savings, ETFs, Personal Financial..., High Net Worth..., Financial Modeling
Education
Queens University of Charlotte 2011 — 2013
CFP, Financial Planning
Hofstra University 1997 — 1999
BBA, Banking and Finance
Nassau Community College 1995 — 1997
Assoicates Degree, Liberal Arts
National Financial Services Group April 2000 - Present
Education
University of Florida 1969 — 1974
Main Street Renewal March 2014 - Present
AIM LLC 2003 - Present
Strategic Equity Group LLC August 2011 - 2012
RichSoft Media (a division of 7th Media Channel) July 2009 - December 2010
Maverick Worldwide LLC January 2009 - March 2010
Fidelity Investments 1998 - 2004
National Financial Services Group 1998 - 2003
Skills
Equities, Series 7, Investments, Venture Capital, Due Diligence, Entrepreneurship, Private Equity, Business Planning, Portfolio Management, New Business Development, Funding, Strategic Financial..., Corporate Development, Risk Management, Finance, Start-ups, Small Business, Asset Managment, Business, Mergers, Investor Relations, Marketing, Sales, Business Strategy, Business Development, Strategy, Strategic Planning, Contract Negotiation, Consulting, Team Building, Negotiation, Mergers
Education
Texas A&M University-Commerce
Business and Building Sciences
Brightway Fort Caroline Agency January 2010 - Present
Brightway Insurance January 2010 - Present
Zurich Insurance Services February 2002 - September 2009
National Financial Services Group January 1995 - February 2002
Skills
Insurance, Sales, Management, Sales Management, Call Centers, Property & Casualty..., Small Business, Team Building, Marketing, New Business Development, Selling, Umbrella Insurance, Account Management, Customer Service, Commercial Lines, Employee Benefits, Training, Life Insurance, Marketing Strategy, Casualty, Workers Compensation, Customer Retention, Professional Liability, Negotiation, General Insurance, Legal Liability, Homeowners, Commercial Insurance, Fixed Annuities, Health Insurance, Underwriting, Insurance Brokerage, Claim, Retirement, D&O, Liability, Term Life Insurance, Inland Marine, Disability Insurance, Brokers, Employment Practices..., Financial Planners, Liability Analysis, Casualty Insurance, Renters, Excess
Education
University of Florida 1980 — 1984
BS, Business Management
The Bolles School 1975 — 1980
High School Diploma
WITH/Sims June 2015 - Present
WITH/Sims August 2014 - May 2015
Lowe's Home Improvement July 2012 - July 2014
3 Piece Entertainment July 2012 - January 2013
National Solar Trainers August 2011 - December 2011
National Financial Services Group June 2011 - October 2011
Life Systems International November 2010 - May 2011
Skills
Marketing, Facebook, Graphic Design, Email Marketing, Social Media, Digital Photography, Photoshop, SEO, Copywriting, Scheduling Management, Microsoft Office, Packaging, WordPress, Branding & Identity, Advertising, Adobe Creative Suite, Web Design, Twitter, Lead Generation, Lightroom, Final Cut Pro, HTML, Constant Contact
Education
University of North Carolina at Charlotte 2008 — 2012
Bachelors of Arts
First Tryon Securities June 2014 - Present
National Financial Services Group June 2013 - August 2013
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Research, Public Speaking, Microsoft Word, Social Media, Economics, Financial Analysis, Leadership, Data Analysis, Teamwork, Outlook
Education
Hampden-Sydney College 2010 — 2014
Hampden-Sydney College 2010 — 2014
Bachelor's degree, Economics
Financial Care Providers June 2010 - Present
Financial Care Providers 2010 - Present
Golf for the Kids 2007 - Present
National Financial Services Group 2004 - 2010
MetLife Investors 2001 - 2004
Porraro and Associates/Allmerica Financial 1993 - 2001
Skills
Management, Investment Advisory, Alternative Investments, Estate Planning, Small Business, Finance, Strategic Financial..., ERISA, Financial Services, Wealth Management, Investment Strategies, Leadership, Securities, Financial Advisory, Investments, Employee Benefits, Wealth Management..., Mergers, Retirement Planning, Financial Analysis, Mutual Funds, Business Development, Entrepreneurship, Team Building, Project Planning, Executive Positions, Wealth, 401k, Financial Planners, Strategic Planning, Wealth Accumulation, Retirement, Integrated Marketing, 401k Rollovers, Investment Management, Asset Allocation, Pensions, Retirement Plan..., Series 65, IRAs, Fixed Annuities, Long-term Care, Series 7, Series 63, Personal Financial..., Life Insurance, Asset Management
Education
University of Georgia - Terry College of Business 1985 — 1989
BBA, Finance
Fidelity Investments May 2007 - Present
National Financial Services Group February 2006 - May 2007
Fidelity Investments January 2005 - February 2006
Fidelity Investments July 2003 - January 2005
Education
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2001
MBA, Finance
Boston College 1996 — 2000
BS, Finance
National Financial Services Group July 2006 - Present
National Financial Services Group 2006 - 2007
Education
Santa Fe Community College 2000 — 2002
AS, Radiology
Santa Fe Community College 1999 — 2002
AS, Radiology
National Financial Services Group May 2000 - Present
Porraro & Associates September 1994 - April 2000
Skills
Business Planning..., Tax Planning Strategies, Pension...
Education
Kennesaw State University
Master of Business Administration (MBA), Finance, General
Georgia State University 1992 — 1994
Taxation
Queens College
Bachelor's degree, Accounting, Information Systems and Economics
Sage Software Sales consultantSageNovember 2006 - Present
Reed Elsevier November 2005 - November 2006
Madison Financial Group September 2004 - November 2005
National Financial Services Group July 2000 - September 2004
Transamerica LTCP/ LTC Advisement August 1996 - July 2000
AMEX Life Assurance / GE Capital Assurance. Co February 1991 - August 1996
Education
East Carolina University 1971 — 1976
BFA, Graphic Design minor in Interior Design
Safety-Kleen January 2015 - Present
Clean Harbors January 2015 - Present
Lowe's Companies, Inc. 2014 - 2014
Windstream Communications July 2011 - October 2012
Windstream Communications March 2010 - July 2011
Fifth Third Bank 2006 - 2007
National Financial Services Group 2004 - 2006
Verizon Business 2000 - 2004
Honeywell 1999 - April 2000
Skills
Sales Operations, Account Management, B2B, Leadership, Sales, Management, Strategic Planning, Key Account Management, Employee Training, Strategic Negotiations, Solution Selling, New Business Development, Sales Process, Salesforce.com, Project Management, Sales Presentations, Business Development, Recycling, Direct Sales, Waste Management, Waste Reduction, Sales Management, HAZWOPER, Waste Treatment, Hazardous Waste..., Hazardous Materials, Biological Waste Water..., CRM, Lead Generation, Marketing, Marketing Strategy, Training, Team Building
Education
Ball State University 1993 — 1998
BS, Political Science and Government
Gaston College
Biologial Waste Water Treatment Levels 1 & 2 Certification
HAZWOPER Certified 29 CFR 1910.120 (e)
University of Phoenix
MBA, Business
National Financial Services Group July 2014 - Present
Pershing, a BNY Mellon company February 2002 - July 2014
Education
Bentley College
SMS Systems Maintenance Services August 2010 - Present
Panera Bread September 2009 - Present
National Financial Services Group April 2005 - April 2007
Everdream September 2002 - June 2003
IBM September 1979 - June 2001
Skills
Training, Microsoft Office, Customer Service, Music, Teaching, Public Speaking, Event Management
Education
Lenoir-Rhyne University
Dodge Communications June 2015 - Present
Porter Novelli January 2013 - November 2014
Edelman March 2012 - December 2012
Freelance August 2010 - April 2012
ExPR, JHS Consulting Inc. June 2011 - August 2011
Edelman November 2010 - February 2011
Sony Pictures Entertainment July 2010 - September 2010
Lockheed Martin January 2010 - April 2010
Concepts4Charity, Inc April 2009 - April 2010
National Financial Services Group 2009 - 2009
Skills
Cision, SPSS, Adobe Creative Suite, Microsoft Office, Quantcast, Audacity, Press Releases, Strategic Communications, Event Planning, Public Relations, Community Outreach, Communications Planning, Press Kits, Internal Communications, Event Management, Media Relations, Newsletters, Social Media, Marketing Communications, Corporate Communications, Blogging, Writing, Message Development, Social Media Marketing, Sponsorship, Email Marketing, Crisis Communications
Education
Georgia State University
Bachelor of Arts (B.A.), Journalism, Public Relations, Hospitality Administration
Syracuse University
Master of Science (M.S.), Public Relations
Barth Calderon Attorneys, LLP. November 2013 - Present
Law Student - Western State Univ. College of Law August 2009 - June 2013
RJL Wealth Management June 2012 - January 2013
1st Global August 2009 - March 2011
Fidelity Investments January 2007 - February 2009
ADP Clearing January 2006 - December 2006
National Financial Services Group April 2001 - July 2005
Wedbush Securities 1998 - 2001
American Savings Bank 1990 - 1993
American Savings Bank 1990 - 1993
Skills
Business Development, 401k, Sales, Series 7, New Business Development, Leadership, Management, Sales Management, Wealth Management, Retirement, Executive Management, Strategy, Estate Planning, Retirement Planning, Competitive Analysis, Investments, Securities, Insurance, Portfolio Management, Financial Advisory, Wealth Management...
Education
Western State University College of Law 2009 — 2013
J.D., Emphasis: Estate Planning / Tax / Business Law
California State Polytechnic University-Pomona 1997 — 1998
MBA, Finance, Finance
Morgan Stanley August 2012 - Present
Resources Global Professionals November 2002 - August 2012
National Financial Services Group June 1993 - November 2002
Salomon Brothers 1987 - 1993
Skills
Sarbanes-Oxley Act, Accounting, Financial Analysis, Internal Controls, Risk Management, Financial Reporting, Auditing, Business Process..., Financial Services, Managerial Finance, Management, Sarbanes-Oxley, Process Improvement, Internal Audit
Education
Baruch College, City University of New York (CUNY) 1980 — 1984
BBA, Accounting
George Walton Academy March 2013 - Present
Northwestern Mutual April 2009 - March 2013
National Financial Services Group November 2007 - January 2009
Skills
Management, Marketing, PowerPoint, Microsoft Excel, Social Media, Microsoft Office, Event Planning, Customer Service, Social Media Marketing, Sales, Microsoft Word, Leadership
Education
Georgia State University - J. Mack Robinson College of Business 2004 — 2009
Bachelor of Business Administration (BBA), Marketing & Managerial Science
National Financial Services Group May 2007 - Present
Filer & Associates April 1987 - August 2001
First Bank System (US Bank) 1978 - 1983
Skills
Marketing Communications, Public Relations, Event Planning, Training, Marketing, Social Media Marketing, Market Planning, Business Development, Sales, Management, Sales Management, Small Business, Copywriting and Editing, Internal and External..., Website Development and..., Strategic marketing...
Education
University of Minnesota-Twin Cities
Bachelor of Science, Secondary Education and Teaching
University of Minnesota-Twin Cities
Master of Arts, Industrial and Organizational Psychology - Training and Development
National Financial Services Group February 2006 - Present
Skills
Microsoft Office
Education
Kennesaw State University - Michael J. Coles College of Business 2004 — 2008
Bachelor, Management
Merrill Lynch March 2014 - Present
National Financial Services Group November 2010 - March 2014
National Student Leadership Forum June 2009 - August 2009
University of North Florida May 2008 - August 2008
Skills
Equities, Estate Planning, Financial Analysis, Financial Services, Insurance, Investments, Leadership, Life Insurance, Mutual Funds, Retirement Planning, Risk Management, Securities, Small Business, Social Media, Wealth Management
Education
Rollins College 2006 — 2010
BA, International Relations
Universite De La Sorbonne 2009 — 2009
French language and culture
The Bolles School
Ivy Financial Services LLC January 2008 - Present
Ivy Financial Services LLC 2006 - Present
Ivy Art Design January 2003 - Present
National Financial Services Group January 2008 - May 2009
H&R Block January 2007 - May 2009
Delta Technology July 1996 - June 2005
Education
Oglethorpe University 2007 — 2007
Certified Financial Planner
University of South Florida 1994 — 1996
MBA, MBA
National Chengchi University 1973 — 1977
Bechelor, Psychology
Wells Fargo April 2015 - Present
People's United Bank November 2014 - March 2015
RoundPoint Mortgage May 2014 - August 2014
Wells Fargo January 2013 - May 2014
AFL May 2011 - December 2012
Wells Fargo July 2010 - April 2011
Steak n Shake July 2009 - October 2009
National Financial Services Group November 2008 - March 2009
American Security Mortgage March 2008 - October 2008
Skills
Credit, Loans, Mortgage Lending, Mortgage Banking, FHA, Customer Service, Real Estate, Microsoft Office, First Time Home Buyers, Investment Properties, Microsoft Excel, Microsoft Word, Refinance, Finance, Call Centers, Troubleshooting, Customer Satisfaction, Training, Time Management
Education
Kentucky Christian University 2004 — 2006
Bachelors in Science, Business Administration, Bible
Kaskaskia College 2000 — 2004
Associate of Science (A.S.), Business Administration and Management, General
Hamilton Advisory Group October 2009 - Present
National Financial Services Group August 2008 - July 2009
Mutual of Omaha September 2005 - August 2008
Skills
Retirement Planning, Life Insurance, Wealth, 401k Rollovers, Strategic Financial..., Insurance, Sales Management, Securities, Public Speaking, Whole Life, Fixed Annuities, Retirement, Estate Planning, Disability Insurance, Long-term Care, Term Life Insurance, Series 63, Wealth Management, 401k, Retirement Plan..., Long Term Care Insurance, IRAs, Mutual Funds, Wealth Accumulation, Series 6, Investments, Financial Advisory, Succession Planning, Asset Management, Wealth Management..., Investment Strategies, Strategic Planning, Personal Financial..., Variable Annuities, Equities, High Net Worth..., College Savings Plans, Roth IRA, Universal Life, Financial Planners, Portfolio Management
Education
University of Alabama at Birmingham 2000 — 2004
BA, Economics, Finance
National Financial Services Group May 2013 - Present
K & F Catering llc. August 2008 - December 2012
Skills
Estate Planning..., Financial Strategies, Pension Plans, Retirement Planning, Business Needs Analysis, Life Insurance, Employee Benefits, IRAs
Education
Emory University 2002 — 2006
Bachelor of Arts (B.A.), Chemistry
National Financial Services Group
Skills
Finance, Retirement, Investments, Insurance, Financial Planning, Retirement Planning, Mutual Funds, Life Insurance, Wealth Management
Education
Pennsylvania State University-Penn State Greater Allegheny
National Financial Services Group October 2012 - Present
AXA June 2007 - May 2009
New York Life Insurance Company 2001 - 2007
Skills
Fixed Annuities, Insurance Strategies, Key-Person Insurance, Life Insurance, Personal Life Insurance
Education
University of Bridgeport 1965 — 1968
Bachelor's Degree, History
The College of William and Mary 1960 — 1965
Bachelor of Arts (BA), History