Reliance Trust Company
Description
Founded: 1975 Parent organization: Reliance Financial Corporation
Reliance Trust Company List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Reliance Trust Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Reliance Trust Company Employees
Employee
Years
Job
Industry
Robin H. Khan, CTFA Robin H. Khan, CTFA's Reliance Trust Company Experience June 2013 - September 2013
Job Trust Officer
Industry Financial Services
Experience
Sterling National Bank January 2014 - Present
Reliance Trust Company June 2013 - September 2013
Citi September 2000 - May 2013
BNY Mellon January 1988 - September 2000
Skills
Investments, Finance, Tax, Financial Advisory, Investment Management, Business Development, Alternative Investments, Financial Planners, Sales, IRAs, Policy, New Business Development, Internal Audit, Manage Client..., Mutual Funds, Charitable Trusts
Education
Pace University - Lubin School of Business 1989 — 1994
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3
American Bankers Association
Certified Trust Financial Advisor
Sterling National Bank January 2014 - Present
Reliance Trust Company June 2013 - September 2013
Citi September 2000 - May 2013
BNY Mellon January 1988 - September 2000
Skills
Investments, Finance, Tax, Financial Advisory, Investment Management, Business Development, Alternative Investments, Financial Planners, Sales, IRAs, Policy, New Business Development, Internal Audit, Manage Client..., Mutual Funds, Charitable Trusts
Education
Pace University - Lubin School of Business 1989 — 1994
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3
American Bankers Association
Certified Trust Financial Advisor
Faraz Jamal Faraz Jamal's Reliance Trust Company Experience May 2010 - August 2010
Job Implementation Consultant at AirWatch by VMware
Industry Computer Software
Experience
AirWatch by VMware February 2015 - Present
Epic February 2013 - January 2015
Metro Atlanta Chamber September 2012 - January 2013
Cbeyond - now a Birch Company May 2011 - August 2011
Reliance Trust Company May 2010 - August 2010
Skills
Computer Hardware, Microsoft Office, Networking, Microsoft Excel, PowerPoint, Project Management, Time Management, Microsoft Word, Access, Hardware, Customer Service, Data Analysis, Analysis, Training, Team Leadership
Education
Georgia Institute of Technology 2008 — 2012
AirWatch by VMware February 2015 - Present
Epic February 2013 - January 2015
Metro Atlanta Chamber September 2012 - January 2013
Cbeyond - now a Birch Company May 2011 - August 2011
Reliance Trust Company May 2010 - August 2010
Skills
Computer Hardware, Microsoft Office, Networking, Microsoft Excel, PowerPoint, Project Management, Time Management, Microsoft Word, Access, Hardware, Customer Service, Data Analysis, Analysis, Training, Team Leadership
Education
Georgia Institute of Technology 2008 — 2012
Brian Tarvin Brian Tarvin's Reliance Trust Company Experience January 2012 - Present
Job IRA Manager
Industry Financial Services
Experience
TMI Trust Company December 2013 - Present
Reliance Trust Company January 2012 - Present
Reliance Trust Company January 2007 - January 2012
Regions Bank January 2006 - February 2007
Skills
Financial Services, Banking, Investments, Mutual Funds, Portfolio Management, Asset Management, Financial Analysis, Risk Management, Wealth Management, Equities, Customer Service, Relationship Management, Fixed Income, Retirement Planning, Retirement, Securities, Finance
Education
Jacksonville State University 1997 — 1999
Bachelor of Science Finance, Business, Finance, Management, 3.33
TMI Trust Company December 2013 - Present
Reliance Trust Company January 2012 - Present
Reliance Trust Company January 2007 - January 2012
Regions Bank January 2006 - February 2007
Skills
Financial Services, Banking, Investments, Mutual Funds, Portfolio Management, Asset Management, Financial Analysis, Risk Management, Wealth Management, Equities, Customer Service, Relationship Management, Fixed Income, Retirement Planning, Retirement, Securities, Finance
Education
Jacksonville State University 1997 — 1999
Bachelor of Science Finance, Business, Finance, Management, 3.33
Wendy Peng Wendy Peng's Reliance Trust Company Experience January 2014 - Present
Job Unitization Specialist at Reliance Trust
Industry Financial Services
Experience
Reliance Trust Company January 2014 - Present
Waddell & Reed May 2013 - January 2014
MA Labs April 2012 - May 2013
Skills
Competitive Analysis, Financial Analysis, Financial Modeling, Forecasting, Series 7, Investments, Strategic Financial..., Leadership, CRM, Portfolio Management
Education
Emory University 2008 — 2013
Bachelor of Arts (BA), Economics
Reliance Trust Company January 2014 - Present
Waddell & Reed May 2013 - January 2014
MA Labs April 2012 - May 2013
Skills
Competitive Analysis, Financial Analysis, Financial Modeling, Forecasting, Series 7, Investments, Strategic Financial..., Leadership, CRM, Portfolio Management
Education
Emory University 2008 — 2013
Bachelor of Arts (BA), Economics
Brian Hilderbrand, CFA Brian Hilderbrand, CFA's Reliance Trust Company Experience 2005 - 2006
Job Research Associate at Diamond Hill Capital Management, Inc.
Industry Investment Management
Experience
London Business School August 2013 - May 2015
Homrich Berg August 2008 - July 2013
LCG Associates 2006 - 2008
Reliance Trust Company 2005 - 2006
Skills
Investments, Portfolio Management, Investment Management, Asset Allocation, Asset Management, Hedge Funds, Investment Strategies, Financial Modeling, Equities, Valuation, Alternative Investments, Financial Analysis, Finance, Equity Research, Fund Of Funds
Education
London Business School 2013 — 2015
Master of Business Administration (MBA), Finance, General
University of Georgia - Terry College of Business 2001 — 2005
Bachelor of Business Administration (BBA), Finance
London Business School August 2013 - May 2015
Homrich Berg August 2008 - July 2013
LCG Associates 2006 - 2008
Reliance Trust Company 2005 - 2006
Skills
Investments, Portfolio Management, Investment Management, Asset Allocation, Asset Management, Hedge Funds, Investment Strategies, Financial Modeling, Equities, Valuation, Alternative Investments, Financial Analysis, Finance, Equity Research, Fund Of Funds
Education
London Business School 2013 — 2015
Master of Business Administration (MBA), Finance, General
University of Georgia - Terry College of Business 2001 — 2005
Bachelor of Business Administration (BBA), Finance
Chris Momongan's Reliance Trust Company Experience 2010 - 2011
Job Kinesiology student
Industry Consumer Services
Experience
Apple, Inc. January 2014 - January 2015
E*TRADE Financial 2011 - December 2013
Reliance Trust Company 2010 - 2011
E*TRADE Financial February 2008 - August 2010
Skills
Series 7, Asset Allocation, Series 63, Mutual Funds, Financial Services, Customer Satisfaction, Maintaining Strong..., Troubleshooting, Analysis, Creative Problem Solving, Leadership, Motivated self-starter, Technical Support, Securities, Retirement Planning
Education
Georgia State University 2015 — 2017
Kinesiology and Exercise Science
Georgia State University - J. Mack Robinson College of Business 2003 — 2007
Bachelor of Arts, Finance
Apple, Inc. January 2014 - January 2015
E*TRADE Financial 2011 - December 2013
Reliance Trust Company 2010 - 2011
E*TRADE Financial February 2008 - August 2010
Skills
Series 7, Asset Allocation, Series 63, Mutual Funds, Financial Services, Customer Satisfaction, Maintaining Strong..., Troubleshooting, Analysis, Creative Problem Solving, Leadership, Motivated self-starter, Technical Support, Securities, Retirement Planning
Education
Georgia State University 2015 — 2017
Kinesiology and Exercise Science
Georgia State University - J. Mack Robinson College of Business 2003 — 2007
Bachelor of Arts, Finance
Corey Chester's Reliance Trust Company Experience February 2006 - October 2007
Job Financial Analyst FP&A at Whole Foods Market
Industry Retail
Experience
Whole Foods Market May 2014 - Present
Deloitte January 2013 - May 2014
MAXIMUS January 2009 - January 2013
Cornetta Enterprises June 2005 - February 2008
Reliance Trust Company February 2006 - October 2007
Education
Georgia State University 2010 — 2012
Executive Masters of Science
Alabama Agricultural and Mechanical University 2000 — 2005
Dual Bachelors of Science
Whole Foods Market May 2014 - Present
Deloitte January 2013 - May 2014
MAXIMUS January 2009 - January 2013
Cornetta Enterprises June 2005 - February 2008
Reliance Trust Company February 2006 - October 2007
Education
Georgia State University 2010 — 2012
Executive Masters of Science
Alabama Agricultural and Mechanical University 2000 — 2005
Dual Bachelors of Science
Roy Baker, CPA, MTx Roy Baker, CPA, MTx's Reliance Trust Company Experience February 2006 - June 2009
Job Senior Tax Associate at EY
Industry Accounting
Experience
EY September 2014 - Present
Grant Thornton LLP January 2013 - June 2014
Fogo Data Centers 2011 - 2011
Reliance Trust Company February 2006 - June 2009
Skills
Accounting, Financial Analysis, Financial Modeling, Financial Reporting, Tax, Financial Accounting, Account Reconciliation, Valuation, US GAAP, General Ledger, Investments, Cash Management, Forecasting, Access, CPA, Tax Preparation, Income Tax, Microsoft Excel, Corporate Tax, GAAP
Education
Georgia State University - J. Mack Robinson College of Business 2011 — 2012
Master, Taxation
University of West Georgia 2010 — 2011
Post Baccalaureate, Accounting
Emory University 2001 — 2005
B.A., Economics and Political Science
EY September 2014 - Present
Grant Thornton LLP January 2013 - June 2014
Fogo Data Centers 2011 - 2011
Reliance Trust Company February 2006 - June 2009
Skills
Accounting, Financial Analysis, Financial Modeling, Financial Reporting, Tax, Financial Accounting, Account Reconciliation, Valuation, US GAAP, General Ledger, Investments, Cash Management, Forecasting, Access, CPA, Tax Preparation, Income Tax, Microsoft Excel, Corporate Tax, GAAP
Education
Georgia State University - J. Mack Robinson College of Business 2011 — 2012
Master, Taxation
University of West Georgia 2010 — 2011
Post Baccalaureate, Accounting
Emory University 2001 — 2005
B.A., Economics and Political Science
Kim Mrozek, CTFA Kim Mrozek, CTFA's Reliance Trust Company Experience June 2013 - Present
Job Trust Officer Vice President at Reliance Trust Company
Industry Banking
Experience
Reliance Trust Company June 2013 - Present
Citigroup Trust April 1998 - May 2013
Skills
Banking, Wealth Management, Investment Management, Asset Allocation, Risk Management, Financial Services, Fixed Income, Investment Advisory, High Net Worth..., Portfolio Management, Wealth Management...
Education
Austin College 1984 — 1987
BA, Business/Finance
TCU 1983 — 1984
Reliance Trust Company June 2013 - Present
Citigroup Trust April 1998 - May 2013
Skills
Banking, Wealth Management, Investment Management, Asset Allocation, Risk Management, Financial Services, Fixed Income, Investment Advisory, High Net Worth..., Portfolio Management, Wealth Management...
Education
Austin College 1984 — 1987
BA, Business/Finance
TCU 1983 — 1984
Glenn Vona's Reliance Trust Company Experience September 2014 - Present
Job Platform Support at Reliance Trust Company
Industry Investment Management
Experience
Reliance Trust Company September 2014 - Present
Reliance Trust Company August 2013 - September 2014
Skills
Mutual Funds, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Outlook, Finance, Financial Analysis, Market Research, Analytical Skills, Accounting, Auditing, Risk Management, Financial Modeling, Business Strategy, Data Analysis, Access, Due Diligence, Banking, Accounts Payable, CRM, Investments, Financial Services, Financial Statements, Economics, Databases, Accounts Receivable, Asset Management, Trading, Securities, Strategy, Equities, Valuation, Credit, Invoicing, Microsoft SQL Server
Education
Arizona State University 2008 — 2012
Bachelor's degree
Reliance Trust Company September 2014 - Present
Reliance Trust Company August 2013 - September 2014
Skills
Mutual Funds, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Outlook, Finance, Financial Analysis, Market Research, Analytical Skills, Accounting, Auditing, Risk Management, Financial Modeling, Business Strategy, Data Analysis, Access, Due Diligence, Banking, Accounts Payable, CRM, Investments, Financial Services, Financial Statements, Economics, Databases, Accounts Receivable, Asset Management, Trading, Securities, Strategy, Equities, Valuation, Credit, Invoicing, Microsoft SQL Server
Education
Arizona State University 2008 — 2012
Bachelor's degree
Christopher Pitrof Christopher Pitrof's Reliance Trust Company Experience February 2012 - Present
Job Chief Financial Officer at Reliance Trust Company
Industry Financial Services
Experience
Reliance Trust Company February 2012 - Present
Reliance Trust Company August 1999 - February 2012
Reliance Trust Company June 1998 - August 1999
Reliance Trust Company April 1997 - June 1998
Quad/Graphics, Inc. May 1995 - April 1997
Skills
Due Diligence, Comparative Analysis, Mergers, Risk Management, Budgeting, Banking, Management, Budgets, Analysis, Mergers & Acquisitions, Strategic Planning, Corporate Finance, Leadership, Project Management, Investments, Financial Modeling, Strategic Financial..., Financial Analysis, Mutual Funds, Asset Management, Financial Reporting, Portfolio Management, Financial Planning
Education
Georgia State University - J. Mack Robinson College of Business 1998 — 2000
Master of Science, Finance
University of Wisconsin-Madison 1990 — 1995
Bachelor of Science, Economics
Tuck School of Business at Dartmouth
Strategic Financial Leadership Program May 2012, Gateway to Business Management May 2001
Reliance Trust Company February 2012 - Present
Reliance Trust Company August 1999 - February 2012
Reliance Trust Company June 1998 - August 1999
Reliance Trust Company April 1997 - June 1998
Quad/Graphics, Inc. May 1995 - April 1997
Skills
Due Diligence, Comparative Analysis, Mergers, Risk Management, Budgeting, Banking, Management, Budgets, Analysis, Mergers & Acquisitions, Strategic Planning, Corporate Finance, Leadership, Project Management, Investments, Financial Modeling, Strategic Financial..., Financial Analysis, Mutual Funds, Asset Management, Financial Reporting, Portfolio Management, Financial Planning
Education
Georgia State University - J. Mack Robinson College of Business 1998 — 2000
Master of Science, Finance
University of Wisconsin-Madison 1990 — 1995
Bachelor of Science, Economics
Tuck School of Business at Dartmouth
Strategic Financial Leadership Program May 2012, Gateway to Business Management May 2001
Amy Clark's Reliance Trust Company Experience May 2006 - October 2006
Job Consultant, Business Analyst at Sterling Heritage Corporation
Industry Information Technology and Services
Experience
Sterling Heritage Corporation October 2012 - Present
Kingsport City Schools March 2011 - January 2012
monumental April 2008 - December 2009
KC Management Group July 2007 - October 2007
Dynamic Answers December 2006 - April 2007
Reliance Trust Company May 2006 - October 2006
SunTrust Bank May 2005 - March 2006
Gwinnett Technical College January 2005 - March 2005
University of Georgia August 2004 - December 2004
Georgia Department of Education January 2001 - May 2004
Skills
Business Analysis, Change Management, Strategic Planning, Problem Solving, Quality Assurance, Databases, Customer Relations, Microsoft Office, Budgeting, Process Improvement, Documentation, Analysis, Coaching, MS Project, Visio, Project Planning, Administration, Customer Service, Software Documentation, Training, Management, Strategy, Integration, Leadership, Business Process, Program Management, Software Development, Proposal Writing, Access, Project Management, Cross-functional Team..., Consulting, Business Intelligence
Education
Georgia Institute of Technology 1982 — 1984
MBA, Industrial Management (MSIM)
Cornell University 1976 — 1980
BS, Economics & Marketing
Sterling Heritage Corporation October 2012 - Present
Kingsport City Schools March 2011 - January 2012
monumental April 2008 - December 2009
KC Management Group July 2007 - October 2007
Dynamic Answers December 2006 - April 2007
Reliance Trust Company May 2006 - October 2006
SunTrust Bank May 2005 - March 2006
Gwinnett Technical College January 2005 - March 2005
University of Georgia August 2004 - December 2004
Georgia Department of Education January 2001 - May 2004
Skills
Business Analysis, Change Management, Strategic Planning, Problem Solving, Quality Assurance, Databases, Customer Relations, Microsoft Office, Budgeting, Process Improvement, Documentation, Analysis, Coaching, MS Project, Visio, Project Planning, Administration, Customer Service, Software Documentation, Training, Management, Strategy, Integration, Leadership, Business Process, Program Management, Software Development, Proposal Writing, Access, Project Management, Cross-functional Team..., Consulting, Business Intelligence
Education
Georgia Institute of Technology 1982 — 1984
MBA, Industrial Management (MSIM)
Cornell University 1976 — 1980
BS, Economics & Marketing
Bo Wilkins's Reliance Trust Company Experience 2012 - 2012
Job Member at SoundRiver Advisors
Industry Financial Services
Experience
SoundRiver Advisors 2013 - Present
Reliance Trust Company 2012 - 2012
Nease, Lagana, Eden & Culley 1999 - 2011
Northwestern Mutual Life 1992 - 1999
Education
Hampden-Sydney College 1988 — 1992
Bachelor of Arts (B.A.), History and German
SoundRiver Advisors 2013 - Present
Reliance Trust Company 2012 - 2012
Nease, Lagana, Eden & Culley 1999 - 2011
Northwestern Mutual Life 1992 - 1999
Education
Hampden-Sydney College 1988 — 1992
Bachelor of Arts (B.A.), History and German
Marsha Petzel Marsha Petzel's Reliance Trust Company Experience April 2012 - August 2013
Job Relationship Manager at Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement August 2013 - Present
Reliance Trust Company April 2012 - August 2013
SunTrust Bank November 1993 - February 2012
Bank South, N.A. 1986 - 1993
Skills
Microsoft Word, Excel..., Team Leader on..., 401k, Relationship Management, Employee Benefits, Pensions, Defined Benefit, ERISA, Retirement, Microsoft Excel, Portfolio Management, Financial Services
Education
Johnson County Community College
Business
Kansas State University
Business
EMPOWER Retirement August 2013 - Present
Reliance Trust Company April 2012 - August 2013
SunTrust Bank November 1993 - February 2012
Bank South, N.A. 1986 - 1993
Skills
Microsoft Word, Excel..., Team Leader on..., 401k, Relationship Management, Employee Benefits, Pensions, Defined Benefit, ERISA, Retirement, Microsoft Excel, Portfolio Management, Financial Services
Education
Johnson County Community College
Business
Kansas State University
Business
Hillary Paige Coy Hillary Paige Coy's Reliance Trust Company Experience January 2008 - November 2008
Job VP of International Services
Industry Information Services
Experience
Center State Bank June 2013 - Present
The Home Depot March 2012 - Present
MIS Solutions, Inc. July 2012 - February 2013
FISERV CORPORATION January 2010 - February 2011
Seeking Bank Operations Position January 1980 - February 2011
Reliance Trust Company January 2008 - November 2008
North Atlanta National Bank August 1998 - December 2007
FIRST COLONY BANK June 1996 - August 1998
ENTERPRISE NATIONAL BANK January 1987 - January 1996
First Financial Management Corporation January 1980 - January 1987
Skills
Mergers, Data Conversion, Acquisitions, Banking, Loans, Credit, Cash Management, Commercial Banking, Retail Banking, Financial Analysis, Risk Management, Commercial Lending, Strategic Planning, Executive Management, Vendor Management, Portfolio Management, Financial Services, Finance, Salesforce.com, Consumer Lending
Education
Georgia State University 1974 — 1975
BA, Journalism
Center State Bank June 2013 - Present
The Home Depot March 2012 - Present
MIS Solutions, Inc. July 2012 - February 2013
FISERV CORPORATION January 2010 - February 2011
Seeking Bank Operations Position January 1980 - February 2011
Reliance Trust Company January 2008 - November 2008
North Atlanta National Bank August 1998 - December 2007
FIRST COLONY BANK June 1996 - August 1998
ENTERPRISE NATIONAL BANK January 1987 - January 1996
First Financial Management Corporation January 1980 - January 1987
Skills
Mergers, Data Conversion, Acquisitions, Banking, Loans, Credit, Cash Management, Commercial Banking, Retail Banking, Financial Analysis, Risk Management, Commercial Lending, Strategic Planning, Executive Management, Vendor Management, Portfolio Management, Financial Services, Finance, Salesforce.com, Consumer Lending
Education
Georgia State University 1974 — 1975
BA, Journalism
Rebecca Lipp Rebecca Lipp's Reliance Trust Company Experience December 2010 - July 2013
Job Executive Assistant at Landis+Gyr
Industry Utilities
Experience
Landis+Gyr August 2013 - Present
Reliance Trust Company December 2010 - July 2013
Reliance Trust Company December 2010 - December 2011
Recall August 2010 - December 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Access, Oracle Reports, Salesforce.com
Education
The University of Georgia 2005 — 2010
Bachelor's degree, Business Family and Consumer Sciences/Human Sciences
Kennesaw State University
Landis+Gyr August 2013 - Present
Reliance Trust Company December 2010 - July 2013
Reliance Trust Company December 2010 - December 2011
Recall August 2010 - December 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Access, Oracle Reports, Salesforce.com
Education
The University of Georgia 2005 — 2010
Bachelor's degree, Business Family and Consumer Sciences/Human Sciences
Kennesaw State University
Joe Kitchens, QPA, ERPA Joe Kitchens, QPA, ERPA's Reliance Trust Company Experience February 2008 - Present
Job Senior Vice President at Reliance Trust Company
Industry Financial Services
Experience
Reliance Trust Company February 2008 - Present
Gwinnett School Of Music 2013 - 2014
Gwinnett School Of Music 2013 - 2014
SunTrust Bank June 2006 - February 2008
Suntrust Bank March 2004 - June 2006
SunTrust Bank November 2002 - June 2006
SunTrust Bank August 2001 - November 2002
SunTrust Bank July 1999 - August 2001
Skills
Compliance, Retirement, ERISA, 401k, Risk Management, Stable Value Fund..., Collective Investment..., Retirement Planning, Insurance, Financial Services, Mutual Funds, Management, Investment Management, Securities
Education
Loras College 1987 — 1991
BA
Osceola High School
Reliance Trust Company February 2008 - Present
Gwinnett School Of Music 2013 - 2014
Gwinnett School Of Music 2013 - 2014
SunTrust Bank June 2006 - February 2008
Suntrust Bank March 2004 - June 2006
SunTrust Bank November 2002 - June 2006
SunTrust Bank August 2001 - November 2002
SunTrust Bank July 1999 - August 2001
Skills
Compliance, Retirement, ERISA, 401k, Risk Management, Stable Value Fund..., Collective Investment..., Retirement Planning, Insurance, Financial Services, Mutual Funds, Management, Investment Management, Securities
Education
Loras College 1987 — 1991
BA
Osceola High School
Jessica J. Benson, MBA Jessica J. Benson, MBA's Reliance Trust Company Experience 2003 - 2005
Job Management Consultant at PwC
Industry Financial Services
Experience
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
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
Natalie Jones, MPA Natalie Jones, MPA's Reliance Trust Company Experience June 2012 - September 2012
Job Mitigation Planner at FEMA
Industry Government Administration
Experience
FEMA May 2015 - Present
Georgia Emergency Management Agency (GEMA)/Homeland Security September 2012 - May 2015
Reliance Trust Company June 2012 - September 2012
Governor's Office of Planning and Budget 2011 - 2011
Georgia Criminal Justice Coordinating Council 2010 - 2011
HSBC Private Bank 2005 - 2009
HSBC Securities 2001 - 2005
HSBC 1999 - 2001
HSBC 1998 - 1999
Skills
Analysis, Client Relationship..., Research, Budgeting, Government Relations, Administration, Policy, Microsoft Office, Budgets, Process Improvement, Management, Microsoft Excel, Accounting, Government, Grants, Nonprofits, Strategic Planning, Program Management, Data Analysis, Public Speaking, Community Outreach, Event Planning, Policy Analysis, Economic Development, Grant Writing, Public Policy, Customer Service, Fundraising
Education
Kennesaw State University 2009 — 2011
Master of Public Administration, Government Relations
Hampton University 1991 — 1995
Bachelor of Science, Marketing
FEMA May 2015 - Present
Georgia Emergency Management Agency (GEMA)/Homeland Security September 2012 - May 2015
Reliance Trust Company June 2012 - September 2012
Governor's Office of Planning and Budget 2011 - 2011
Georgia Criminal Justice Coordinating Council 2010 - 2011
HSBC Private Bank 2005 - 2009
HSBC Securities 2001 - 2005
HSBC 1999 - 2001
HSBC 1998 - 1999
Skills
Analysis, Client Relationship..., Research, Budgeting, Government Relations, Administration, Policy, Microsoft Office, Budgets, Process Improvement, Management, Microsoft Excel, Accounting, Government, Grants, Nonprofits, Strategic Planning, Program Management, Data Analysis, Public Speaking, Community Outreach, Event Planning, Policy Analysis, Economic Development, Grant Writing, Public Policy, Customer Service, Fundraising
Education
Kennesaw State University 2009 — 2011
Master of Public Administration, Government Relations
Hampton University 1991 — 1995
Bachelor of Science, Marketing
Bucky Wright Bucky Wright's Reliance Trust Company Experience January 2012 - September 2014
Job VP at Bankers Trust
Industry Financial Services
Experience
Bankers Trust September 2014 - Present
Reliance Trust Company January 2012 - September 2014
Willamette Management Associates May 2001 - November 2009
Skills
ESOP, Business Valuation, Valuation, Corporate Finance, ERISA, Finance, Financial Modeling, Forensic Accounting, Due Diligence, Private Equity, Mergers & Acquisitions, Financial Analysis, Investment Banking, Equities, Investments, Securities, Management, Financial Planning, Restructuring, Corporate Governance, Financial Services
Education
Kennesaw State University - Michael J. Coles College of Business 2000 — 2001
MBA, Finance
University of Georgia - Terry College of Business 1995 — 1998
BBA, Finance
Bankers Trust September 2014 - Present
Reliance Trust Company January 2012 - September 2014
Willamette Management Associates May 2001 - November 2009
Skills
ESOP, Business Valuation, Valuation, Corporate Finance, ERISA, Finance, Financial Modeling, Forensic Accounting, Due Diligence, Private Equity, Mergers & Acquisitions, Financial Analysis, Investment Banking, Equities, Investments, Securities, Management, Financial Planning, Restructuring, Corporate Governance, Financial Services
Education
Kennesaw State University - Michael J. Coles College of Business 2000 — 2001
MBA, Finance
University of Georgia - Terry College of Business 1995 — 1998
BBA, Finance
Robert Thomann Robert Thomann's Reliance Trust Company Experience January 2013 - Present
Job Senior Vice President
Industry Financial Services
Experience
Reliance Trust Company January 2013 - Present
Invesco March 1999 - January 2013
Smith Barney Trust Company January 1986 - January 1998
Skills
Retirement Services, Asset Management, Hedge Funds, Mutual Funds, Asset Allocation, Alternative Investments, Vendor Management, Fixed Income, Collective Trust Funds, Stable Value, Retirement, Investments, Investment Management, Risk Management, Retirement Planning, Mergers & Acquisitions, Finance, Institutional..., Fund Of Funds, Defined Benefit, Financial Services, Securities, Equities
Education
Fairleigh Dickinson University
MBA
Reliance Trust Company January 2013 - Present
Invesco March 1999 - January 2013
Smith Barney Trust Company January 1986 - January 1998
Skills
Retirement Services, Asset Management, Hedge Funds, Mutual Funds, Asset Allocation, Alternative Investments, Vendor Management, Fixed Income, Collective Trust Funds, Stable Value, Retirement, Investments, Investment Management, Risk Management, Retirement Planning, Mergers & Acquisitions, Finance, Institutional..., Fund Of Funds, Defined Benefit, Financial Services, Securities, Equities
Education
Fairleigh Dickinson University
MBA
Diego M. Duran, CFA, CTFA's Reliance Trust Company Experience May 2009 - Present
Job Senior Investment Officer at Reliance Trust
Industry Financial Services
Experience
Reliance Trust Company May 2009 - Present
RBC Wealth Management August 2007 - April 2009
Bank of America December 2003 - July 2007
Magnum US Investments December 2000 - November 2003
Skills
Portfolio Management, Investments, Financial Analysis, Alternative Investments, Hedge Funds, Asset Allocation, Investment Management, Private Banking, Wealth Management, Asset Management, Fund Of Funds, Securities, Investment Strategies, Financial Services, Wealth Management..., Financial Advisory, Equities
Education
Florida International University - College of Business 1999 — 2000
M.S., Finance
Nova Southeastern University—Shepard Broad Law Center 1997 — 1999
Law
Fordham University 1993 — 1997
B.S., Business Administration
Reliance Trust Company May 2009 - Present
RBC Wealth Management August 2007 - April 2009
Bank of America December 2003 - July 2007
Magnum US Investments December 2000 - November 2003
Skills
Portfolio Management, Investments, Financial Analysis, Alternative Investments, Hedge Funds, Asset Allocation, Investment Management, Private Banking, Wealth Management, Asset Management, Fund Of Funds, Securities, Investment Strategies, Financial Services, Wealth Management..., Financial Advisory, Equities
Education
Florida International University - College of Business 1999 — 2000
M.S., Finance
Nova Southeastern University—Shepard Broad Law Center 1997 — 1999
Law
Fordham University 1993 — 1997
B.S., Business Administration
Rebecca (Becky) Card's Reliance Trust Company Experience February 1994 - May 2002
Job at Thompson, Siegel & Walmsley
Industry Investment Management
Experience
Thompson, Siegel & Walmsley September 2007 - Present
Wachovia Securities Financial Network June 2002 - September 2007
Reliance Trust Company February 1994 - May 2002
Skills
Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Organizational..., Sage CRM
Education
Augusta State University 1980 — 1983
Thompson, Siegel & Walmsley September 2007 - Present
Wachovia Securities Financial Network June 2002 - September 2007
Reliance Trust Company February 1994 - May 2002
Skills
Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Organizational..., Sage CRM
Education
Augusta State University 1980 — 1983
June Zhou, CPA June Zhou, CPA's Reliance Trust Company Experience February 2014 - Present
Job Asset Pricing Specialist at Reliance Trust Company
Industry Accounting
Experience
Cortland Capital Market Services LLC December 2014 - Present
Reliance Trust Company February 2014 - Present
Georgia REAL Enterprise July 2013 - February 2014
University of Georgia August 2012 - December 2013
Wenjiao Bookstore December 2011 - March 2012
Industrial and Commercial Bank of China July 2011 - September 2011
Skills
Team Leadership, Auditing, Tax, English, Mandarin, Accounting, Financial Accounting, Financial Analysis, Financial Modeling, Finance, Corporate Tax
Education
University of Georgia - Terry College of Business 2012 — 2013
Master of Accounting, Accounting
Georgia Southwestern State University 2009 — 2012
Bachelor of Business Administration (BBA), Accounting
Cortland Capital Market Services LLC December 2014 - Present
Reliance Trust Company February 2014 - Present
Georgia REAL Enterprise July 2013 - February 2014
University of Georgia August 2012 - December 2013
Wenjiao Bookstore December 2011 - March 2012
Industrial and Commercial Bank of China July 2011 - September 2011
Skills
Team Leadership, Auditing, Tax, English, Mandarin, Accounting, Financial Accounting, Financial Analysis, Financial Modeling, Finance, Corporate Tax
Education
University of Georgia - Terry College of Business 2012 — 2013
Master of Accounting, Accounting
Georgia Southwestern State University 2009 — 2012
Bachelor of Business Administration (BBA), Accounting
kyhesher davis kyhesher davis's Reliance Trust Company Experience January 2014 - Present
Job IRA Relationship Associate
Industry Financial Services
Experience
Reliance Trust Company January 2014 - Present
Bank of America Merrill Lynch 2005 - 2010
Merrill Lynch 2002 - 2005
Merrill Lynch 1999 - 2002
Skills
Data Management, Global Management, Financial Accounting, Financial Reporting, Software Documentation, Finance, Leadership, Management, Auditing, Portfolio Management, Training, Operations Management, Account Reconciliation, Security, Time Management, Employee Training, Microsoft Excel, Fraud, Sales, Financial Statements, Banking, Financial Services, Risk Management, Strategic Planning, Team Building
Education
Strayer University, Lithonia GA 2013 — 2016
Bachelors of Administration, Finance and Financial Management Services, 3.7 GPA Honor Roll Student
Lincoln Technical Institute-Edison 1998 — 1999
Certificate, Information Technology
Luzerne County Community College 1996 — 1998
Broadcasting Communications, Finance and Financial Management Services
Reliance Trust Company January 2014 - Present
Bank of America Merrill Lynch 2005 - 2010
Merrill Lynch 2002 - 2005
Merrill Lynch 1999 - 2002
Skills
Data Management, Global Management, Financial Accounting, Financial Reporting, Software Documentation, Finance, Leadership, Management, Auditing, Portfolio Management, Training, Operations Management, Account Reconciliation, Security, Time Management, Employee Training, Microsoft Excel, Fraud, Sales, Financial Statements, Banking, Financial Services, Risk Management, Strategic Planning, Team Building
Education
Strayer University, Lithonia GA 2013 — 2016
Bachelors of Administration, Finance and Financial Management Services, 3.7 GPA Honor Roll Student
Lincoln Technical Institute-Edison 1998 — 1999
Certificate, Information Technology
Luzerne County Community College 1996 — 1998
Broadcasting Communications, Finance and Financial Management Services
Gregory Fry Gregory Fry's Reliance Trust Company Experience September 2008 - September 2010
Job M&D Cyber Security at GE Power & Water
Industry Renewables & Environment
Experience
GE Power & Water April 2013 - Present
GE Energy September 2010 - April 2013
Reliance Trust Company September 2008 - September 2010
Reliance Trust Company June 2005 - September 2008
Skills
Process Improvement, Strategic Planning, Information Security, Six Sigma, Vendor Management, Management, Integration, Project Management, Risk Management, IT Strategy, Program Management, Leadership, Enterprise Software, Cloud Computing, Computer Security, IT Management, Security, Energy, IT Operations
Education
Kennesaw State University
BS, Political Science
GE Power & Water April 2013 - Present
GE Energy September 2010 - April 2013
Reliance Trust Company September 2008 - September 2010
Reliance Trust Company June 2005 - September 2008
Skills
Process Improvement, Strategic Planning, Information Security, Six Sigma, Vendor Management, Management, Integration, Project Management, Risk Management, IT Strategy, Program Management, Leadership, Enterprise Software, Cloud Computing, Computer Security, IT Management, Security, Energy, IT Operations
Education
Kennesaw State University
BS, Political Science
Jill Hagan's Reliance Trust Company Experience 2007 - July 2011
Job Community Volunteer
Industry Nonprofit Organization Management
Experience
Office of Women's Health, Fletcher Place, God's Bounty 2000 - Present
Hufford Advisors, LLC August 2011 - October 2013
Reliance Trust Company 2007 - July 2011
Regions Morgan Keegan Trust 2000 - 2007
Real Silk Investments/Moriah Fund/SEE Investors Partnership 1992 - 1999
Department of the Treasury - Office of Thrift Supervison 1986 - 1992
Skills
Investment Management, Investments, Strategic Financial..., Estate Planning, Financial Services, Financial Modeling, Financial Advisory, Retirement Planning, Wealth Management, Investment Advisory, Retirement, Philanthropy, Financial Analysis, Board of Directors, Portfolio Management, Finance, Mutual Funds, Valuation, Banking, Mergers & Acquisitions, Asset Management, Financial Planning
Education
Indiana University-Purdue University at Indianapolis
BA, Business
Office of Women's Health, Fletcher Place, God's Bounty 2000 - Present
Hufford Advisors, LLC August 2011 - October 2013
Reliance Trust Company 2007 - July 2011
Regions Morgan Keegan Trust 2000 - 2007
Real Silk Investments/Moriah Fund/SEE Investors Partnership 1992 - 1999
Department of the Treasury - Office of Thrift Supervison 1986 - 1992
Skills
Investment Management, Investments, Strategic Financial..., Estate Planning, Financial Services, Financial Modeling, Financial Advisory, Retirement Planning, Wealth Management, Investment Advisory, Retirement, Philanthropy, Financial Analysis, Board of Directors, Portfolio Management, Finance, Mutual Funds, Valuation, Banking, Mergers & Acquisitions, Asset Management, Financial Planning
Education
Indiana University-Purdue University at Indianapolis
BA, Business
Gwen Fore Gwen Fore's Reliance Trust Company Experience January 2001 - April 2009
Job Administrator at DeKalb County Government
Industry Financial Services
Experience
DeKalb County Government July 2013 - Present
Federal Home Loan Bank of Atlanta January 2010 - Present
Reliance Trust Company January 2001 - April 2009
SunTrust Mortgage July 1999 - January 2001
Paul A. Warner Marketing Inc January 1995 - May 2000
Wells Fargo May 1995 - July 1999
Skills
Investments, Microsoft Excel, Financial Analysis, Data Analysis, Mutual Funds, Process Improvement, Microsoft Word, Access, Insurance
Education
Georgia Southern University - College of Business Administration
Marketing
DeKalb County Government July 2013 - Present
Federal Home Loan Bank of Atlanta January 2010 - Present
Reliance Trust Company January 2001 - April 2009
SunTrust Mortgage July 1999 - January 2001
Paul A. Warner Marketing Inc January 1995 - May 2000
Wells Fargo May 1995 - July 1999
Skills
Investments, Microsoft Excel, Financial Analysis, Data Analysis, Mutual Funds, Process Improvement, Microsoft Word, Access, Insurance
Education
Georgia Southern University - College of Business Administration
Marketing
Mark Teichner Mark Teichner's Reliance Trust Company Experience
Job SVP/Chief Investment Officer at Reliance Trust Company
Industry Investment Management
Experience
Reliance Trust Company
Skills
Asset Allocation, Asset Management, Wealth Management, Portfolio Management, Mutual Funds, Financial Services
Education
Georgia State University
MS - Finance, Corporate Finance / Economics
University of Florida
BS - BA, Investments / Accounting
Reliance Trust Company
Skills
Asset Allocation, Asset Management, Wealth Management, Portfolio Management, Mutual Funds, Financial Services
Education
Georgia State University
MS - Finance, Corporate Finance / Economics
University of Florida
BS - BA, Investments / Accounting
Wade Fox Wade Fox's Reliance Trust Company Experience December 2005 - Present
Job Senior Vice President at Reliance Trust Company
Industry Financial Services
Experience
Reliance Trust Company December 2005 - Present
Skills
401k, Mutual Funds, Retirement, Investments, Asset Managment, Pensions, Trust Services, Securities, Investment Strategies, Employee Benefits, Defined Contribution, Finance, Risk Management, Relationship Management, Asset Allocation, Wealth Management, Financial Services, Asset Management, Retirement Planning
Education
Bentley University
Dartmouth College - The Tuck School of Business at Dartmouth
Indiana University Bloomington
Reliance Trust Company December 2005 - Present
Skills
401k, Mutual Funds, Retirement, Investments, Asset Managment, Pensions, Trust Services, Securities, Investment Strategies, Employee Benefits, Defined Contribution, Finance, Risk Management, Relationship Management, Asset Allocation, Wealth Management, Financial Services, Asset Management, Retirement Planning
Education
Bentley University
Dartmouth College - The Tuck School of Business at Dartmouth
Indiana University Bloomington
Chad Johnson, MBA Chad Johnson, MBA's Reliance Trust Company Experience November 2013 - Present
Job Vice President | Portfolio Manager at Reliance Trust Company
Industry Investment Management
Experience
Reliance Trust Company November 2013 - Present
SunTrust Bank May 2013 - November 2013
SunTrust Bank March 2011 - May 2013
Wells Fargo Advisors April 2008 - January 2011
Bank of America April 2004 - March 2008
Bank of America May 2002 - April 2004
Wachovia Securities March 1999 - August 2002
Skills
Portfolio Management, Financial Analysis, Investments, Asset Management, Series 7, Series 6, Series 63, Series 65, Compliance, Private Banking, Asset Managment, Equities, Finance, Capital Markets, Financial Advisory, Financial Risk, Financial Services, Fixed Income, High Net Worth..., Investment Advisory, Investment Management, Mutual Funds, Options, Risk Management, Securities, Staff Development, Strategic Financial..., Trading, Wealth Management, Wealth Management..., Analysis, Alternative Investments, Asset Allocation, Banking, Financial Planning
Education
University of Georgia - Terry College of Business 2014 — 2015
Financial Planning - Executive Program
Georgia State University - J. Mack Robinson College of Business 2009 — 2011
MBA, Managerial Science
Pfeiffer University 1997 — 1999
Bachelor of Science, Management
National Association of Securities Dealers
General Securities Representative
CFA Institute
Chartered Financial Analyst level I candidate
College for Financial Planning
Chartered Retirement Planning Counselor
Reliance Trust Company November 2013 - Present
SunTrust Bank May 2013 - November 2013
SunTrust Bank March 2011 - May 2013
Wells Fargo Advisors April 2008 - January 2011
Bank of America April 2004 - March 2008
Bank of America May 2002 - April 2004
Wachovia Securities March 1999 - August 2002
Skills
Portfolio Management, Financial Analysis, Investments, Asset Management, Series 7, Series 6, Series 63, Series 65, Compliance, Private Banking, Asset Managment, Equities, Finance, Capital Markets, Financial Advisory, Financial Risk, Financial Services, Fixed Income, High Net Worth..., Investment Advisory, Investment Management, Mutual Funds, Options, Risk Management, Securities, Staff Development, Strategic Financial..., Trading, Wealth Management, Wealth Management..., Analysis, Alternative Investments, Asset Allocation, Banking, Financial Planning
Education
University of Georgia - Terry College of Business 2014 — 2015
Financial Planning - Executive Program
Georgia State University - J. Mack Robinson College of Business 2009 — 2011
MBA, Managerial Science
Pfeiffer University 1997 — 1999
Bachelor of Science, Management
National Association of Securities Dealers
General Securities Representative
CFA Institute
Chartered Financial Analyst level I candidate
College for Financial Planning
Chartered Retirement Planning Counselor
Tony Greene Tony Greene's Reliance Trust Company Experience September 2006 - November 2009
Job
Industry Financial Services
Experience
NFP Executive Benefits March 2012 - Present
Roswell Soccer Club February 2011 - December 2014
Roswell North Elementary Education Foundation, Inc. June 2010 - January 2012
Atticus Advisers, LLC January 2010 - January 2012
Reliance Trust Company September 2006 - November 2009
StillPoint Advisors January 2003 - July 2006
Sterling Hager, Inc, 1992 - 2003
Viewlogic Systems February 1990 - September 1992
Skills
Start-ups, Venture Capital, Marketing Strategy, Public Relations, Problem Solving, Business Turn-arounds, Financial Services, Series 7, New Business Development, Product Management, Strategic Communications, Business Strategy, Strategy, Business Development, Strategic Planning, Insurance, Marketing Communications, Leadership, Sales, Program Management, Management, Product Marketing, Marketing, CRM, Budgets, Investments, Competitive Analysis, Sales Process, Relationship Management, Fundraising, Team Management, Strategic Partnerships, Entrepreneurship, B2B Marketing, Lead Generation, Executive Management, Mergers & Acquisitions, Corporate Communications
Education
University of Georgia - Terry College of Business 2007 — 2008
Certificate for Financial Planning
Boston University 1987 — 1988
MS
Tulane University 1983 — 1987
BA
NFP Executive Benefits March 2012 - Present
Roswell Soccer Club February 2011 - December 2014
Roswell North Elementary Education Foundation, Inc. June 2010 - January 2012
Atticus Advisers, LLC January 2010 - January 2012
Reliance Trust Company September 2006 - November 2009
StillPoint Advisors January 2003 - July 2006
Sterling Hager, Inc, 1992 - 2003
Viewlogic Systems February 1990 - September 1992
Skills
Start-ups, Venture Capital, Marketing Strategy, Public Relations, Problem Solving, Business Turn-arounds, Financial Services, Series 7, New Business Development, Product Management, Strategic Communications, Business Strategy, Strategy, Business Development, Strategic Planning, Insurance, Marketing Communications, Leadership, Sales, Program Management, Management, Product Marketing, Marketing, CRM, Budgets, Investments, Competitive Analysis, Sales Process, Relationship Management, Fundraising, Team Management, Strategic Partnerships, Entrepreneurship, B2B Marketing, Lead Generation, Executive Management, Mergers & Acquisitions, Corporate Communications
Education
University of Georgia - Terry College of Business 2007 — 2008
Certificate for Financial Planning
Boston University 1987 — 1988
MS
Tulane University 1983 — 1987
BA
J. Kevin Kenely's Reliance Trust Company Experience April 2012 - Present
Job Investment Management, Mutual Funds and Financial Services Executive
Industry Financial Services
Experience
Reliance Trust Company April 2012 - Present
Guggenheim Partners, LLC / Protiviti, Inc. February 2010 - January 2012
Jackson National Asset Management, LLC 2007 - 2009
Chicago Trading Company 2006 - 2007
Spectrum Global Fund Administration 2005 - 2006
Grantham, Mayo, Van Otterloo & Co. LLC 1999 - 2004
Evergreen Investments / Keysone Group 1980 - 1999
KPMG 1976 - 1980
Skills
Hedge Funds, Securities, Investments, Portfolio Management, Mutual Funds, Valuation, Risk Management, Fund Accounting, Options, Corporate Finance, Finance, Mergers & Acquisitions
Education
Boston College
B.S, Accounting and Computer Science
Reliance Trust Company April 2012 - Present
Guggenheim Partners, LLC / Protiviti, Inc. February 2010 - January 2012
Jackson National Asset Management, LLC 2007 - 2009
Chicago Trading Company 2006 - 2007
Spectrum Global Fund Administration 2005 - 2006
Grantham, Mayo, Van Otterloo & Co. LLC 1999 - 2004
Evergreen Investments / Keysone Group 1980 - 1999
KPMG 1976 - 1980
Skills
Hedge Funds, Securities, Investments, Portfolio Management, Mutual Funds, Valuation, Risk Management, Fund Accounting, Options, Corporate Finance, Finance, Mergers & Acquisitions
Education
Boston College
B.S, Accounting and Computer Science
Taylor Craig Taylor Craig's Reliance Trust Company Experience December 2005 - January 2007
Job Sales Representative with Stryker Spine
Industry Hospital & Health Care
Experience
Stryker Spine (CrossLink) March 2015 - Present
Zipline Medical March 2014 - March 2015
Orthocraft February 2009 - March 2014
Processing Solutions January 2007 - February 2009
Reliance Trust Company December 2005 - January 2007
Monkey Business August 2005 - January 2006
Skills
Banking, Mergers, Trading, Securities, Equities, Customer Service, Customer Relations, Cold Calling, Selling, Public Speaking, Negotiation, New Business Development, Coaching, Healthcare, Operating room..., Medical devices, Capital Equipment, Hospital pricing..., Business to business..., Sterile field training, Financial Analysis, Leadership, Medical Devices, Sales, Sales Process, B2B
Education
Appalachian State University
Bachelor of Business Finance & Banking
Stryker Spine (CrossLink) March 2015 - Present
Zipline Medical March 2014 - March 2015
Orthocraft February 2009 - March 2014
Processing Solutions January 2007 - February 2009
Reliance Trust Company December 2005 - January 2007
Monkey Business August 2005 - January 2006
Skills
Banking, Mergers, Trading, Securities, Equities, Customer Service, Customer Relations, Cold Calling, Selling, Public Speaking, Negotiation, New Business Development, Coaching, Healthcare, Operating room..., Medical devices, Capital Equipment, Hospital pricing..., Business to business..., Sterile field training, Financial Analysis, Leadership, Medical Devices, Sales, Sales Process, B2B
Education
Appalachian State University
Bachelor of Business Finance & Banking
Tanaka LaShaye Hutchinson Tanaka LaShaye Hutchinson's Reliance Trust Company Experience February 2000 - December 2002
Job at AirTran Airways
Industry Human Resources
Experience
AirTran Airways March 2009 - Present
PreVisor September 2007 - December 2008
Verint Systems- WAS Division October 2005 - September 2007
Hewitt Associates February 2004 - October 2005
IMRG/ Pension Benefit Guaranty Corp December 2002 - February 2004
Reliance Trust Company February 2000 - December 2002
Skills
Performance Management, Recruiting, Employee Benefits, Talent Management, Employee Relations, Benefits Administration, HRIS, Talent Acquisition, Human Resources, Workforce Management, Succession Planning, Customer Service, Deferred Compensation, Onboarding, PeopleSoft
Education
Keller Graduate School of Management of DeVry University 1999 — 2001
MBA, Human Resources and Business Administration
Lander University 1991 — 1996
BS, Sociology
AirTran Airways March 2009 - Present
PreVisor September 2007 - December 2008
Verint Systems- WAS Division October 2005 - September 2007
Hewitt Associates February 2004 - October 2005
IMRG/ Pension Benefit Guaranty Corp December 2002 - February 2004
Reliance Trust Company February 2000 - December 2002
Skills
Performance Management, Recruiting, Employee Benefits, Talent Management, Employee Relations, Benefits Administration, HRIS, Talent Acquisition, Human Resources, Workforce Management, Succession Planning, Customer Service, Deferred Compensation, Onboarding, PeopleSoft
Education
Keller Graduate School of Management of DeVry University 1999 — 2001
MBA, Human Resources and Business Administration
Lander University 1991 — 1996
BS, Sociology
Arlene Randolph Arlene Randolph's Reliance Trust Company Experience January 2007 - June 2010
Job Administrative Assistant/Client Service Associate
Industry Financial Services
Experience
Reliance Operations Services, LLC June 2010 - March 2014
Reliance Trust Company January 2007 - June 2010
Assurant Specialty Property August 2006 - January 2007
First Data Corporation December 2004 - February 2006
Morgan Stanley July 1999 - December 2004
Skills
Mutual Funds, Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Outlook, Event Planning, Training, Salesforce.com, Social Networking, Social Media
Education
Ashford University 2013 — 2015
Reliance Operations Services, LLC June 2010 - March 2014
Reliance Trust Company January 2007 - June 2010
Assurant Specialty Property August 2006 - January 2007
First Data Corporation December 2004 - February 2006
Morgan Stanley July 1999 - December 2004
Skills
Mutual Funds, Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Outlook, Event Planning, Training, Salesforce.com, Social Networking, Social Media
Education
Ashford University 2013 — 2015
Michael Burnside II Michael Burnside II's Reliance Trust Company Experience August 2013 - June 2014
Job Property Accountant at Cardinal Group Management
Industry Real Estate
Experience
Cardinal Group Management August 2015 - Present
Gypsum Management and Supply June 2014 - August 2015
Camp Horizon March 2013 - August 2014
Reliance Trust Company August 2013 - June 2014
Eye Doctor Unlimited August 2012 - June 2013
Phenomenal Women's Health 2010 - 2013
Kanuga Conference Center May 2011 - December 2011
Atlanta Technical College 2010 - 2011
Xi Tau Chapter of Alpha Phi Alpha Fraternity, Inc. May 2009 - December 2009
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Data Entry, Administrative..., Event Planning, Research, Public Speaking, Nonprofits, Medical Terminology, Office Management, Social Media, System Administration, Time Management, Community Outreach, Training
Education
Georgia Southern University 2005 — 2009
BBA, Accounting
Georgia Southern University 2005 — 2009
Accounting
Cardinal Group Management August 2015 - Present
Gypsum Management and Supply June 2014 - August 2015
Camp Horizon March 2013 - August 2014
Reliance Trust Company August 2013 - June 2014
Eye Doctor Unlimited August 2012 - June 2013
Phenomenal Women's Health 2010 - 2013
Kanuga Conference Center May 2011 - December 2011
Atlanta Technical College 2010 - 2011
Xi Tau Chapter of Alpha Phi Alpha Fraternity, Inc. May 2009 - December 2009
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Data Entry, Administrative..., Event Planning, Research, Public Speaking, Nonprofits, Medical Terminology, Office Management, Social Media, System Administration, Time Management, Community Outreach, Training
Education
Georgia Southern University 2005 — 2009
BBA, Accounting
Georgia Southern University 2005 — 2009
Accounting
Martin Hildebrand, MBA Martin Hildebrand, MBA's Reliance Trust Company Experience December 2008 - May 2013
Job Operations Officer and Department Manager, Data Aggregation & HeldAway Assets
Industry Financial Services
Experience
FIS May 2013 - Present
Reliance Trust Company December 2008 - May 2013
Federal Home Loan Bank of Atlanta June 2008 - August 2008
Reliance Trust Company May 2007 - August 2007
Reliance Trust Company February 2006 - May 2007
Reliance Trust Company February 2005 - February 2006
Amerisave Mortgage Corporation June 2003 - June 2004
Skills
Mutual Funds, Risk Management, Financial Analysis, Process Improvement, Microsoft Office, Equities, Analysis, Spanish, Financial Operations, Data Analysis, Relationship Management, Vendor Management, Staff Management, Business Analysis, Fund Accounting, Fund Administration, Fund Of Funds, DTC, FundSERV, ETFs, Asset Allocation, Investments, Memory, Financial Statements, Securities, Financial Services, Management
Education
Georgia State University - J. Mack Robinson College of Business 2007 — 2009
MBA, International Business
Georgia Institute of Technology - Georgia Tech College of Management 1999 — 2003
BS, Management
FIS May 2013 - Present
Reliance Trust Company December 2008 - May 2013
Federal Home Loan Bank of Atlanta June 2008 - August 2008
Reliance Trust Company May 2007 - August 2007
Reliance Trust Company February 2006 - May 2007
Reliance Trust Company February 2005 - February 2006
Amerisave Mortgage Corporation June 2003 - June 2004
Skills
Mutual Funds, Risk Management, Financial Analysis, Process Improvement, Microsoft Office, Equities, Analysis, Spanish, Financial Operations, Data Analysis, Relationship Management, Vendor Management, Staff Management, Business Analysis, Fund Accounting, Fund Administration, Fund Of Funds, DTC, FundSERV, ETFs, Asset Allocation, Investments, Memory, Financial Statements, Securities, Financial Services, Management
Education
Georgia State University - J. Mack Robinson College of Business 2007 — 2009
MBA, International Business
Georgia Institute of Technology - Georgia Tech College of Management 1999 — 2003
BS, Management
Demeco Archangel Demeco Archangel's Reliance Trust Company Experience Mandatory SpecialistWachoviaJuly 1999 - February 2006
Job Corporate Reorganizations Specialist at Reliance Trust Company
Industry Financial Services
Experience
Reliance Trust Company Mandatory SpecialistWachoviaJuly 1999 - February 2006
Education
Fayetteville State University 1995 — 1998
BS, BUSINESS MANAGEMENT
Reliance Trust Company Mandatory SpecialistWachoviaJuly 1999 - February 2006
Education
Fayetteville State University 1995 — 1998
BS, BUSINESS MANAGEMENT
Tiara Watts's Reliance Trust Company Experience February 2013 - December 2013
Job Flight Attendant at Delta Air Lines
Industry Aviation & Aerospace
Experience
Delta Air Lines May 2014 - Present
The Home Depot January 2014 - March 2014
Reliance Trust Company February 2013 - December 2013
Children's Healthcare of Atlanta October 2012 - January 2013
SunTrust Bank May 2012 - July 2012
Target August 2007 - May 2012
Woodruff Arts Center June 2009 - August 2009
Atlanta Metropolitan Chamber of Commerce June 2008 - August 2008
Skills
Proficient in Microsoft, Microsoft Office, PowerPoint, Excel, Windows, Retail, Independent Thinker, Self Starter, Team Oriented, Customer Driven, Deadline Oriented, Team-oriented, Microsoft Excel, Marketing, Customer Service, Time Management, Data Entry, Leadership, Data Analysis, Access, Teamwork, Free Thinking, Microsoft Word
Education
Georgia State University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Managerial Science
Georgia State University - J. Mack Robinson College of Business 2008 — 2012
Bachelor of Business Administration, Business Economics
Delta Air Lines May 2014 - Present
The Home Depot January 2014 - March 2014
Reliance Trust Company February 2013 - December 2013
Children's Healthcare of Atlanta October 2012 - January 2013
SunTrust Bank May 2012 - July 2012
Target August 2007 - May 2012
Woodruff Arts Center June 2009 - August 2009
Atlanta Metropolitan Chamber of Commerce June 2008 - August 2008
Skills
Proficient in Microsoft, Microsoft Office, PowerPoint, Excel, Windows, Retail, Independent Thinker, Self Starter, Team Oriented, Customer Driven, Deadline Oriented, Team-oriented, Microsoft Excel, Marketing, Customer Service, Time Management, Data Entry, Leadership, Data Analysis, Access, Teamwork, Free Thinking, Microsoft Word
Education
Georgia State University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Managerial Science
Georgia State University - J. Mack Robinson College of Business 2008 — 2012
Bachelor of Business Administration, Business Economics
Joslyn Dent Joslyn Dent's Reliance Trust Company Experience September 2013 - Present
Job Account Executive at Reliance Trust Company
Industry Investment Management
Experience
Reliance Trust Company September 2013 - Present
Reliance Trust Company January 2007 - September 2013
ROKA Wealth Strategists June 2006 - December 2006
Skills
Banking, Financial Services, Credit, Risk Management, Financial Analysis, Fixed Income, Asset Managment, Financial Modeling, Mutual Funds, Wealth Management, ERISA, Cash Handling Experience, Account Reconciliation, Leadership, Finance, Asset Management
Education
South University 2015 — 2016
Master of Business Administration (M.B.A.), Business/Commerce, General
Georgia State University - J. Mack Robinson College of Business 1998 — 2005
BBA, Risk Management/Insurance & Finance
Clark Atlanta University 1997 — 1998
Business Administration and Management, General
Reliance Trust Company September 2013 - Present
Reliance Trust Company January 2007 - September 2013
ROKA Wealth Strategists June 2006 - December 2006
Skills
Banking, Financial Services, Credit, Risk Management, Financial Analysis, Fixed Income, Asset Managment, Financial Modeling, Mutual Funds, Wealth Management, ERISA, Cash Handling Experience, Account Reconciliation, Leadership, Finance, Asset Management
Education
South University 2015 — 2016
Master of Business Administration (M.B.A.), Business/Commerce, General
Georgia State University - J. Mack Robinson College of Business 1998 — 2005
BBA, Risk Management/Insurance & Finance
Clark Atlanta University 1997 — 1998
Business Administration and Management, General
Arsheel Ali Arsheel Ali's Reliance Trust Company Experience October 2013 - Present
Job Senior Operations Associate at Reliance Trust A FIS Company
Industry Financial Services
Experience
Reliance Trust Company October 2013 - Present
Mercer University August 2009 - May 2013
Modern Woodmen of America May 2012 - December 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Financial Analysis, Event Planning, Event Management, Management, Data Analysis, Stata, Access, Finance, Account Reconciliation, Leadership, Research, Social Media, Time Management
Education
Mercer University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Management
Reliance Trust Company October 2013 - Present
Mercer University August 2009 - May 2013
Modern Woodmen of America May 2012 - December 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Financial Analysis, Event Planning, Event Management, Management, Data Analysis, Stata, Access, Finance, Account Reconciliation, Leadership, Research, Social Media, Time Management
Education
Mercer University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Management
Margaret Glover Margaret Glover's Reliance Trust Company Experience August 2004 - February 2005
Job Business Lending Manager at Atlanta Postal Credit Union
Industry Banking
Experience
Atlanta Postal Credit Union March 2011 - Present
Atlanta Postal Credit Union July 2009 - March 2011
Atlanta Postal Credit Union November 2005 - July 2009
Hagemeyer North America February 2005 - November 2005
Reliance Trust Company August 2004 - February 2005
Wachovia Bank, N.A. December 2000 - August 2004
Skills
Customer Service, Loans, Credit, Financial Analysis, Banking, Microsoft Excel, Process Improvement, Accounts Receivable, Microsoft Office, Team Building, Strategic Planning, Outlook, Budgets, Account Reconciliation, Portfolio Management, Management, Cash Flow, Due Diligence
Education
Georgia State University - J. Mack Robinson College of Business 2000 — 2004
Bachelor of Business Administration, Finance
Atlanta Postal Credit Union March 2011 - Present
Atlanta Postal Credit Union July 2009 - March 2011
Atlanta Postal Credit Union November 2005 - July 2009
Hagemeyer North America February 2005 - November 2005
Reliance Trust Company August 2004 - February 2005
Wachovia Bank, N.A. December 2000 - August 2004
Skills
Customer Service, Loans, Credit, Financial Analysis, Banking, Microsoft Excel, Process Improvement, Accounts Receivable, Microsoft Office, Team Building, Strategic Planning, Outlook, Budgets, Account Reconciliation, Portfolio Management, Management, Cash Flow, Due Diligence
Education
Georgia State University - J. Mack Robinson College of Business 2000 — 2004
Bachelor of Business Administration, Finance
Alex Cruzet's Reliance Trust Company Experience August 2012 - June 2013
Job MBA Apprentice at The Jacoby Group
Industry Financial Services
Experience
The Jacoby Group July 2015 - Present
Precision Bookkeeping Solutions Inc. April 2013 - Present
Nova Southeastern University August 2011 - May 2015
Reliance Trust Company August 2012 - June 2013
Miami public defenders office 2009 - 2011
US Navy October 2003 - May 2007
Skills
Team Building, Negotiation, Team Leadership, PowerPoint, Microsoft Office, Microsoft Word, Editing, Sales, Outlook, Customer Service, Management, Training, Social Media, Public Relations, Program Management, Marketing, Research, Public Speaking, Fundraising, Coaching, Administration, MS EXCEL, MS WORD, Leadership Development, Community Outreach, FRENCH, SPANISH, Microsoft Office 2013, Finance, Small Business, Budgets, Leadership, Accounting, Financial Reporting, Financial Analysis, Strategic Planning, Payroll, Accounts Payable, Financial Accounting, Accounts Receivable
Education
Nova Southeastern University 2011 — 2015
Master in Business Administration (MBA) International Business Administration 3.7 GPA, International Business
Florida International University 2007 — 2009
B.A, International Relations
Washington University in St. Louis 2000 — 2002
CHRISTOPHER COLUMBUS HIGH SCHOOL 1996 — 2000
High School (H.S.) Diploma, College Preo
Seely Place Elementary 1990 — 1992
The Jacoby Group July 2015 - Present
Precision Bookkeeping Solutions Inc. April 2013 - Present
Nova Southeastern University August 2011 - May 2015
Reliance Trust Company August 2012 - June 2013
Miami public defenders office 2009 - 2011
US Navy October 2003 - May 2007
Skills
Team Building, Negotiation, Team Leadership, PowerPoint, Microsoft Office, Microsoft Word, Editing, Sales, Outlook, Customer Service, Management, Training, Social Media, Public Relations, Program Management, Marketing, Research, Public Speaking, Fundraising, Coaching, Administration, MS EXCEL, MS WORD, Leadership Development, Community Outreach, FRENCH, SPANISH, Microsoft Office 2013, Finance, Small Business, Budgets, Leadership, Accounting, Financial Reporting, Financial Analysis, Strategic Planning, Payroll, Accounts Payable, Financial Accounting, Accounts Receivable
Education
Nova Southeastern University 2011 — 2015
Master in Business Administration (MBA) International Business Administration 3.7 GPA, International Business
Florida International University 2007 — 2009
B.A, International Relations
Washington University in St. Louis 2000 — 2002
CHRISTOPHER COLUMBUS HIGH SCHOOL 1996 — 2000
High School (H.S.) Diploma, College Preo
Seely Place Elementary 1990 — 1992
Charlene Hoffman, CTFA Charlene Hoffman, CTFA's Reliance Trust Company Experience January 2011 - May 2011
Job VP and Relationship Manager for Argent Trust Company
Industry Financial Services
Experience
Argent Financial Group, Inc. June 2011 - Present
Reliance Trust Company January 2011 - May 2011
Sovereign Bank January 1998 - December 2010
Heritage Bank, (now Sovereign Bank) March 1995 - January 1998
Miners National Bank, (now Sovereign Bank) March 1994 - March 1995
Keystone Financial, (now M&T) February 1988 - March 1994
Boscov's June 1984 - March 1989
Skills
Client Service, Passion for Success, Passion for Helping..., Trust Management, Caring, Highly Detailed, Trust Services, Wealth Management, Investment Advisory, Asset Management, Retirement, Estate Planning, Investment Management, Asset Allocation, Employee Benefits, Finance, Retirement Planning, CRM, Financial Services, Wealth, Mutual Funds, Investments, 401k, Securities, Portfolio Management, IRAs
Education
Penn State University
Business Administration
Argent Financial Group, Inc. June 2011 - Present
Reliance Trust Company January 2011 - May 2011
Sovereign Bank January 1998 - December 2010
Heritage Bank, (now Sovereign Bank) March 1995 - January 1998
Miners National Bank, (now Sovereign Bank) March 1994 - March 1995
Keystone Financial, (now M&T) February 1988 - March 1994
Boscov's June 1984 - March 1989
Skills
Client Service, Passion for Success, Passion for Helping..., Trust Management, Caring, Highly Detailed, Trust Services, Wealth Management, Investment Advisory, Asset Management, Retirement, Estate Planning, Investment Management, Asset Allocation, Employee Benefits, Finance, Retirement Planning, CRM, Financial Services, Wealth, Mutual Funds, Investments, 401k, Securities, Portfolio Management, IRAs
Education
Penn State University
Business Administration
Seth Yates Seth Yates's Reliance Trust Company Experience January 2005 - July 2013
Job Business Analytics & Reporting Analyst at JPMorgan Chase
Industry Financial Services
Experience
J.P. Morgan Asset Management August 2015 - Present
JPMorgan Chase July 2013 - Present
Reliance Trust Company January 2005 - July 2013
Hicks, Casey & Foster, P.C. June 2003 - December 2004
Skills
Data Analysis, Financial Modeling, Banking, Financial Services, Management, Financial Analysis
Education
East Carolina University 1999 — 2003
BSBA, Business Management
J.P. Morgan Asset Management August 2015 - Present
JPMorgan Chase July 2013 - Present
Reliance Trust Company January 2005 - July 2013
Hicks, Casey & Foster, P.C. June 2003 - December 2004
Skills
Data Analysis, Financial Modeling, Banking, Financial Services, Management, Financial Analysis
Education
East Carolina University 1999 — 2003
BSBA, Business Management
Jessica Vazquez's Reliance Trust Company Experience January 2006 - November 2006
Job Director of Marketing, North America Nipro Medical Corporation
Industry Medical Devices
Experience
Nipro Medical Corporation December 2013 - Present
Nipro Medical Corporation January 2013 - December 2013
Stryker April 2010 - December 2012
Stryker August 2009 - February 2010
Stryker April 2007 - July 2009
Reliance Trust Company January 2006 - November 2006
Bank of America - Atlanta, GA April 2004 - August 2005
Esmeralda Farms March 2002 - December 2003
Skills
Marketing Strategy and..., Branding and Positioning, Web Marketing, Marketing Communications, Corporate Communications, Advertising, Promotions, Web Design, Marketing Strategy, Integrated Marketing, Copywriting, Product Marketing, Event Marketing, SharePoint, Visio, Social Marketing, Digital Marketing, Microsoft Office, CRM, Spanish, Training, Cross-functional Team..., Event Planning, Marketing, Brand Management, Sales
Education
Florida International University 2009 — 2010
Master of Business Administration (MBA), Business Administration and Management, General
Universidad del Sagrado Corazon 1992 — 1997
Bachelor of Arts, Advertising
Nipro Medical Corporation December 2013 - Present
Nipro Medical Corporation January 2013 - December 2013
Stryker April 2010 - December 2012
Stryker August 2009 - February 2010
Stryker April 2007 - July 2009
Reliance Trust Company January 2006 - November 2006
Bank of America - Atlanta, GA April 2004 - August 2005
Esmeralda Farms March 2002 - December 2003
Skills
Marketing Strategy and..., Branding and Positioning, Web Marketing, Marketing Communications, Corporate Communications, Advertising, Promotions, Web Design, Marketing Strategy, Integrated Marketing, Copywriting, Product Marketing, Event Marketing, SharePoint, Visio, Social Marketing, Digital Marketing, Microsoft Office, CRM, Spanish, Training, Cross-functional Team..., Event Planning, Marketing, Brand Management, Sales
Education
Florida International University 2009 — 2010
Master of Business Administration (MBA), Business Administration and Management, General
Universidad del Sagrado Corazon 1992 — 1997
Bachelor of Arts, Advertising
Susan Ott Susan Ott's Reliance Trust Company Experience September 2010 - Present
Job Assistant Vice President, Trust Administrator at Reliance Trust Company
Industry Financial Services
Experience
Reliance Trust Company September 2010 - Present
Sovereign Bank December 2002 - August 2010
Newfield National Bank February 2000 - December 2002
Skills
Investments, Portfolio Management, Wealth Management, Asset Management, Securities, Retirement Planning, Equities, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Adobe Acrobat, Sunguard, Typing, Cash Posting, Account Reconciliation, Settling Daily Posting..., Supervisory Skills, Retirement, Bonds, Investment Management, 401k, Accounting
Education
Bucknell University 2004 — 2006
Central Atlantic School of Trust, Investments &Relationship Management
Bridgeton Highschool 1969 — 1973
Reliance Trust Company September 2010 - Present
Sovereign Bank December 2002 - August 2010
Newfield National Bank February 2000 - December 2002
Skills
Investments, Portfolio Management, Wealth Management, Asset Management, Securities, Retirement Planning, Equities, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Adobe Acrobat, Sunguard, Typing, Cash Posting, Account Reconciliation, Settling Daily Posting..., Supervisory Skills, Retirement, Bonds, Investment Management, 401k, Accounting
Education
Bucknell University 2004 — 2006
Central Atlantic School of Trust, Investments &Relationship Management
Bridgeton Highschool 1969 — 1973
Carla Munoz Carla Munoz's Reliance Trust Company Experience June 2013 - Present
Job Relationship Trust Manager at Reliance Trust Company
Industry Financial Services
Experience
Reliance Trust Company June 2013 - Present
Citi October 2000 - May 2013
Skills
Trust Services, Irrevocable Life..., Bilingual, Customer Service, Mutual Funds, Series 7, Securities
Education
Hofstra University
Bachelor of Business Administration (BBA), International Business
St. John's University
Associate's degree, Economics
Reliance Trust Company June 2013 - Present
Citi October 2000 - May 2013
Skills
Trust Services, Irrevocable Life..., Bilingual, Customer Service, Mutual Funds, Series 7, Securities
Education
Hofstra University
Bachelor of Business Administration (BBA), International Business
St. John's University
Associate's degree, Economics
Courtney Barbour, MBA Courtney Barbour, MBA's Reliance Trust Company Experience October 2007 - Present
Job Senior Securities Operations Associate at Reliance Trust Company
Industry Financial Services
Experience
Reliance Trust Company October 2007 - Present
Reliance Trust Company October 2007 - April 2009
HH Gregg August 2004 - May 2006
Skills
Investments, Mutual Funds, Wealth Management, Financial Services, Portfolio Management, Banking, Asset Management, Equities, Financial Analysis, Fixed Income, Retirement Planning, Strategic Financial..., Risk Management, Series 7, Asset Allocation, Securities, Financial Modeling, Retirement, Insurance, Finance
Education
University of Phoenix 2011 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General
Missouri Southern State University 1995 — 1999
Bachelor of Arts (B.A.), Political Science and Government
Reliance Trust Company October 2007 - Present
Reliance Trust Company October 2007 - April 2009
HH Gregg August 2004 - May 2006
Skills
Investments, Mutual Funds, Wealth Management, Financial Services, Portfolio Management, Banking, Asset Management, Equities, Financial Analysis, Fixed Income, Retirement Planning, Strategic Financial..., Risk Management, Series 7, Asset Allocation, Securities, Financial Modeling, Retirement, Insurance, Finance
Education
University of Phoenix 2011 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General
Missouri Southern State University 1995 — 1999
Bachelor of Arts (B.A.), Political Science and Government
Chad Kidwell's Reliance Trust Company Experience June 2002 - March 2008
Job Senior Vice PresidentSouth Georgia Private Regional Director at BB&T
Industry Financial Services
Experience
BB&T July 2012 - Present
BB&T January 2010 - July 2012
BB&T April 2008 - February 2010
Reliance Trust Company June 2002 - March 2008
Morgan Stanley July 1999 - June 2002
Skills
Securities Lending, Consumer Lending, Mortgage Lending, Personal Financial..., Insurance, Private Banking, Wealth Preservation..., Wealth Management, Banking, Commercial Lending, Credit, Estate Planning, Finance, Investments, Investment Strategies, Loans, Portfolio Management
Education
University of North Florida - College of Business Administration 1993 — 1996
Bachelor of Business Administration (B.B.A.), Management
East Carolina University 1989 — 1991
Business Management
Augsburg h.s. 1987 — 1989
BB&T July 2012 - Present
BB&T January 2010 - July 2012
BB&T April 2008 - February 2010
Reliance Trust Company June 2002 - March 2008
Morgan Stanley July 1999 - June 2002
Skills
Securities Lending, Consumer Lending, Mortgage Lending, Personal Financial..., Insurance, Private Banking, Wealth Preservation..., Wealth Management, Banking, Commercial Lending, Credit, Estate Planning, Finance, Investments, Investment Strategies, Loans, Portfolio Management
Education
University of North Florida - College of Business Administration 1993 — 1996
Bachelor of Business Administration (B.B.A.), Management
East Carolina University 1989 — 1991
Business Management
Augsburg h.s. 1987 — 1989
Latori Clay, CICA's Reliance Trust Company Experience March 2004 - August 2006
Job Audit Manager
Industry Government Administration
Experience
Clayton County Public Schools August 2009 - Present
Ryan 2006 - 2009
Reliance Trust Company March 2004 - August 2006
Skills
Auditing, Internal Audit, Analysis, Tax, GAAP, Accounting, Training, Management, Policy, Software Documentation, Internal Controls, Due Diligence, Budgets, Finance, Financial Risk, Project Management, Financial Reporting, Customer Service
Education
Georgia State University - J. Mack Robinson College of Business 1999 — 2003
Bachelor's Degree, Accounting & Management
Clayton County Public Schools August 2009 - Present
Ryan 2006 - 2009
Reliance Trust Company March 2004 - August 2006
Skills
Auditing, Internal Audit, Analysis, Tax, GAAP, Accounting, Training, Management, Policy, Software Documentation, Internal Controls, Due Diligence, Budgets, Finance, Financial Risk, Project Management, Financial Reporting, Customer Service
Education
Georgia State University - J. Mack Robinson College of Business 1999 — 2003
Bachelor's Degree, Accounting & Management
James Yul, MBA James Yul, MBA's Reliance Trust Company Experience December 2007 - January 2009
Job Regulatory Reporting Analyst, Consultant at RGP
Industry Banking
Experience
RGP August 2013 - Present
Reliance Trust Company December 2007 - January 2009
Pioneer Investments September 2005 - July 2007
Investors Bank & Trust November 2004 - September 2005
State Street Research September 2003 - November 2004
Skills
Market Research, Ad Hoc Reporting, Market Analysis, Skilled Communicator, Emerging Trends, Financial Markets, Team-oriented, Microsoft Excel, SQL, Microsoft Access, Microsoft Office, MySQL, Data Mining, Financial Analysis
Education
Saint Joseph's University 2010 — 2012
Master of Business Administration (MBA), International Marketing, 3.66
Bentley University 1999 — 2003
Bachelors, Finance
RGP August 2013 - Present
Reliance Trust Company December 2007 - January 2009
Pioneer Investments September 2005 - July 2007
Investors Bank & Trust November 2004 - September 2005
State Street Research September 2003 - November 2004
Skills
Market Research, Ad Hoc Reporting, Market Analysis, Skilled Communicator, Emerging Trends, Financial Markets, Team-oriented, Microsoft Excel, SQL, Microsoft Access, Microsoft Office, MySQL, Data Mining, Financial Analysis
Education
Saint Joseph's University 2010 — 2012
Master of Business Administration (MBA), International Marketing, 3.66
Bentley University 1999 — 2003
Bachelors, Finance
Kim Tacy Hunsucker Kim Tacy Hunsucker's Reliance Trust Company Experience February 2011 - July 2011
Job Attorney
Industry Law Practice
Experience
Kilpatrick Townsend & Stockton LLP November 2011 - Present
Reliance Trust Company February 2011 - July 2011
11th Circuit Court of Appeals March 2009 - February 2011
Parker Poe Adams & Bernstein LLP September 2007 - January 2009
Skills
Real Estate, Banking, Real Estate Economics, Loans, Portfolio Management, Commercial Real Estate, Finance, Investments, Corporate Law, Legal Writing
Education
University of North Carolina School of Law 2004 — 2007
J.D., with Honors
Florida State University 2000 — 2004
B.S., summa cum laude, Economics, Political Science
Kilpatrick Townsend & Stockton LLP November 2011 - Present
Reliance Trust Company February 2011 - July 2011
11th Circuit Court of Appeals March 2009 - February 2011
Parker Poe Adams & Bernstein LLP September 2007 - January 2009
Skills
Real Estate, Banking, Real Estate Economics, Loans, Portfolio Management, Commercial Real Estate, Finance, Investments, Corporate Law, Legal Writing
Education
University of North Carolina School of Law 2004 — 2007
J.D., with Honors
Florida State University 2000 — 2004
B.S., summa cum laude, Economics, Political Science
Marvin Hoeflinger Marvin Hoeflinger's Reliance Trust Company Experience January 1984 - January 1996
Job Executive Director/Founder of Church Consulting Services
Industry Financial Services
Experience
WorldWide CellFunds March 2011 - Present
Johns Creek Community Association 2010 - Present
Rivermont Community Association 2010 - Present
Rivermont Country Club 2010 - Present
Church Consulting Services 1999 - Present
Hoeflinger Enterprises 1975 - Present
Trinity Trust Company 2001 - 2010
Colonial Trust Company 1996 - 2000
Reliance Trust Company January 1984 - January 1996
City of Kentwood 1979 - 1981
Skills
Leadership Development, Strategic Planning, Fundraising, Non-profits, Public Speaking
Education
University of Colorado at Boulder - Leeds School of Business 1986 — 1986
Bank Marketing
Cornerstone University 1961 — 1966
BA, Music and Education
Herington University
Finance
WorldWide CellFunds March 2011 - Present
Johns Creek Community Association 2010 - Present
Rivermont Community Association 2010 - Present
Rivermont Country Club 2010 - Present
Church Consulting Services 1999 - Present
Hoeflinger Enterprises 1975 - Present
Trinity Trust Company 2001 - 2010
Colonial Trust Company 1996 - 2000
Reliance Trust Company January 1984 - January 1996
City of Kentwood 1979 - 1981
Skills
Leadership Development, Strategic Planning, Fundraising, Non-profits, Public Speaking
Education
University of Colorado at Boulder - Leeds School of Business 1986 — 1986
Bank Marketing
Cornerstone University 1961 — 1966
BA, Music and Education
Herington University
Finance
C B's Reliance Trust Company Experience January 2001 - December 2002
Job Extraordinary Educator
Industry Legal Services
Experience
University of Phoenix December 2009 - Present
Atlanta Area Improvement January 2012 - June 2015
BEARINGPOINT INC June 2007 - May 2009
RSM McGladrey Employer Services November 2005 - March 2007
Spherion January 2004 - November 2005
WASHINGTON MUTUAL December 2002 - January 2004
Reliance Trust Company January 2001 - December 2002
Skills
Process Improvement, Financial Analysis, Accounting, Recruiting, Management, Account Reconciliation, Employee Training, Teacher Training, Analysis, Training, Business Analysis, Public Speaking, Vendor Management, PeopleSoft, Time Management, Leadership, Visio, Teaching experience, Training & Development, Legal Writing, Legal Research, Legal Assistance, Legal Documents, Legal Issues
Education
Concord Law School - Kaplan University 2014 — 2018
Doctor of Law (J.D.), Law
South University 2012 — 2014
Associate of Science (A.S.), Paralegal Studies, 4.0
Kennesaw State University 1999 — 2000
M.B.A, Finance
Clark Atlanta University 1994 — 1998
B.B.A, International Business
University of Phoenix December 2009 - Present
Atlanta Area Improvement January 2012 - June 2015
BEARINGPOINT INC June 2007 - May 2009
RSM McGladrey Employer Services November 2005 - March 2007
Spherion January 2004 - November 2005
WASHINGTON MUTUAL December 2002 - January 2004
Reliance Trust Company January 2001 - December 2002
Skills
Process Improvement, Financial Analysis, Accounting, Recruiting, Management, Account Reconciliation, Employee Training, Teacher Training, Analysis, Training, Business Analysis, Public Speaking, Vendor Management, PeopleSoft, Time Management, Leadership, Visio, Teaching experience, Training & Development, Legal Writing, Legal Research, Legal Assistance, Legal Documents, Legal Issues
Education
Concord Law School - Kaplan University 2014 — 2018
Doctor of Law (J.D.), Law
South University 2012 — 2014
Associate of Science (A.S.), Paralegal Studies, 4.0
Kennesaw State University 1999 — 2000
M.B.A, Finance
Clark Atlanta University 1994 — 1998
B.B.A, International Business
Mallory Thompson Mallory Thompson's Reliance Trust Company Experience June 2013 - Present
Job Operations Specialist at Reliance Trust Company
Industry Financial Services
Experience
Reliance Trust Company June 2013 - Present
Reliance Trust Company December 2012 - June 2013
Crestline Hotels & Resorts June 2012 - December 2012
Crestline Hotels & Resorts August 2011 - June 2012
Skills
Sales, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Time Management, Teamwork, Outlook, Call Center, Hospitality, Operating Systems, Building Relationships, Call Centers, Leadership, Management
Education
Georgia Southern University 2007 — 2011
Bachelor of Science, Hotel and Restaurant Management, Business
Georgia Southern University 2007 — 2011
Bachelor of Science (B.S.), Hotel, Motel, and Restaurant Management
Reliance Trust Company June 2013 - Present
Reliance Trust Company December 2012 - June 2013
Crestline Hotels & Resorts June 2012 - December 2012
Crestline Hotels & Resorts August 2011 - June 2012
Skills
Sales, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Time Management, Teamwork, Outlook, Call Center, Hospitality, Operating Systems, Building Relationships, Call Centers, Leadership, Management
Education
Georgia Southern University 2007 — 2011
Bachelor of Science, Hotel and Restaurant Management, Business
Georgia Southern University 2007 — 2011
Bachelor of Science (B.S.), Hotel, Motel, and Restaurant Management
Nichole Tips's Reliance Trust Company Experience 2006 - 2008
Job Handson Marketer with MBA/CRM Administrator
Industry Logistics and Supply Chain
Experience
ShockWatch January 2012 - Present
Teletrac 2011 - 2012
Texas Association Against Sexual Assault (TAASA) 2008 - 2011
Reliance Trust Company 2006 - 2008
All Saints' Episcopal Church 2004 - 2006
American Trends Corporation 2003 - 2004
Williams Group International 2002 - 2003
Swerdlin & Company 2001 - 2002
Women's Basketball Coaches Association 2000 - 2001
Skills
Marketing Strategy, Marketing Communications, Web Content Management, Product Marketing, NetSuite, Salesforce.com, Pardot, Direct Mail, Marketing, Trade Shows, Newsletters, Event Management, Public Relations, WordPress, Website Development, Web Design, Editing, Event Planning, Digital Marketing, Social Networking, Adobe Creative Suite, Microsoft Office, Microsoft Excel, Collateral Material..., Email Marketing, Marketing Automation, Content Management, Training, Publications Management, Copy Editing, Website Administration, Web Project Management, HTML, Joomla, Proposal Generation, RFP preparation, Presentation Development, Illustrator, PowerPoint, Photoshop, InDesign, Word, Excel, Budget Tracking, Trade Show Coordination, Events Coordination, Event Marketing, Vendor Management, Graphic Design, Media Relations
Education
Mercer University 2004 — 2006
MBA, Management/Marketing
University of Maryland 1997 — 2000
BA, Communication
The University of Texas at Austin 1996 — 1997
ShockWatch January 2012 - Present
Teletrac 2011 - 2012
Texas Association Against Sexual Assault (TAASA) 2008 - 2011
Reliance Trust Company 2006 - 2008
All Saints' Episcopal Church 2004 - 2006
American Trends Corporation 2003 - 2004
Williams Group International 2002 - 2003
Swerdlin & Company 2001 - 2002
Women's Basketball Coaches Association 2000 - 2001
Skills
Marketing Strategy, Marketing Communications, Web Content Management, Product Marketing, NetSuite, Salesforce.com, Pardot, Direct Mail, Marketing, Trade Shows, Newsletters, Event Management, Public Relations, WordPress, Website Development, Web Design, Editing, Event Planning, Digital Marketing, Social Networking, Adobe Creative Suite, Microsoft Office, Microsoft Excel, Collateral Material..., Email Marketing, Marketing Automation, Content Management, Training, Publications Management, Copy Editing, Website Administration, Web Project Management, HTML, Joomla, Proposal Generation, RFP preparation, Presentation Development, Illustrator, PowerPoint, Photoshop, InDesign, Word, Excel, Budget Tracking, Trade Show Coordination, Events Coordination, Event Marketing, Vendor Management, Graphic Design, Media Relations
Education
Mercer University 2004 — 2006
MBA, Management/Marketing
University of Maryland 1997 — 2000
BA, Communication
The University of Texas at Austin 1996 — 1997
Walter Slaton's Reliance Trust Company Experience February 2014 - Present
Job SQL Server Database Administrator at Reliance Trust Company
Industry Financial Services
Experience
Reliance Trust Company February 2014 - Present
Skills
Microsoft Office, SQL Server, Unix, Python, Informatica, Business Objects, Oracle SQL, Cisco IOS, Tidal, Microsoft SQL Server, Databases, SDLC, SharePoint, Vendor Management, ETL, Requirements Analysis, Oracle, SQL, Business Analysis, Quality Assurance, Visio, SSIS, Business Intelligence, Data Warehousing, Tidal Power, Database Design, Management, Data Modeling, Integration
Education
Oglethorpe University 2009 — 2011
Bachelor of Business Administration (BBA), Business Admin, Minor in Economics, 3.5
Gwinnett Technical College 2005 — 2007
Associate of Arts and Sciences (AAS), Computer and Information Systems
Georgia Southern University 1994 — 1996
Bachelor of Business Administration (BBA), Accounting
Reliance Trust Company February 2014 - Present
Skills
Microsoft Office, SQL Server, Unix, Python, Informatica, Business Objects, Oracle SQL, Cisco IOS, Tidal, Microsoft SQL Server, Databases, SDLC, SharePoint, Vendor Management, ETL, Requirements Analysis, Oracle, SQL, Business Analysis, Quality Assurance, Visio, SSIS, Business Intelligence, Data Warehousing, Tidal Power, Database Design, Management, Data Modeling, Integration
Education
Oglethorpe University 2009 — 2011
Bachelor of Business Administration (BBA), Business Admin, Minor in Economics, 3.5
Gwinnett Technical College 2005 — 2007
Associate of Arts and Sciences (AAS), Computer and Information Systems
Georgia Southern University 1994 — 1996
Bachelor of Business Administration (BBA), Accounting
Maurice Perry, MBA's Reliance Trust Company Experience April 2002 - October 2012
Job
Industry Financial Services
Experience
Reliance Trust Company an FIS Company July 2015 - Present
Reliance Trust Company an FIS Company October 2012 - July 2015
Reliance Trust Company April 2002 - October 2012
Global Financial Services 2002 - 2002
SunTrust Bank August 1999 - January 2001
Bank of America July 1998 - August 1999
Skills
Relationship Management, Project Management, Defined Contribution, Defined Benefit, Non-Qualified Deferred..., Client Liason, Superior Client Service, Help Desk Support, Technical Support, 401k, Employee Benefits, Investments, Mutual Funds, Wealth Management, Financial Services, Asset Management, Sales, Asset Allocation, Process Improvement, Securities, Leadership, Risk Management, Strategic Financial..., Finance
Education
American InterContinental University 2004 — 2006
MBA, Supply Chain Management
University of North Carolina at Pembroke 1991 — 1996
BS, Business Management
Reliance Trust Company an FIS Company July 2015 - Present
Reliance Trust Company an FIS Company October 2012 - July 2015
Reliance Trust Company April 2002 - October 2012
Global Financial Services 2002 - 2002
SunTrust Bank August 1999 - January 2001
Bank of America July 1998 - August 1999
Skills
Relationship Management, Project Management, Defined Contribution, Defined Benefit, Non-Qualified Deferred..., Client Liason, Superior Client Service, Help Desk Support, Technical Support, 401k, Employee Benefits, Investments, Mutual Funds, Wealth Management, Financial Services, Asset Management, Sales, Asset Allocation, Process Improvement, Securities, Leadership, Risk Management, Strategic Financial..., Finance
Education
American InterContinental University 2004 — 2006
MBA, Supply Chain Management
University of North Carolina at Pembroke 1991 — 1996
BS, Business Management
Lacey Meer, SPHR, GPHR's Reliance Trust Company Experience October 2005 - August 2007
Job HR Manager at AkzoNobel Coatings
Industry Human Resources
Experience
Akzo Nobel August 2007 - Present
Reliance Trust Company October 2005 - August 2007
Synovus 2000 - 2005
Skills
Deferred Compensation, Employee Benefits, Talent Management, Workforce Planning, Onboarding, Team Building, Recruiting, Human Resources, Performance Management, Sales Management, Leadership, SAP, Organizational..., Training, Employee Engagement, Coaching, Project Management, Customer Service
Education
Kennesaw State University - Michael J. Coles College of Business 1998 — 2002
Akzo Nobel August 2007 - Present
Reliance Trust Company October 2005 - August 2007
Synovus 2000 - 2005
Skills
Deferred Compensation, Employee Benefits, Talent Management, Workforce Planning, Onboarding, Team Building, Recruiting, Human Resources, Performance Management, Sales Management, Leadership, SAP, Organizational..., Training, Employee Engagement, Coaching, Project Management, Customer Service
Education
Kennesaw State University - Michael J. Coles College of Business 1998 — 2002
Do Not Use Do Not Use's Reliance Trust Company Experience January 2005 - Present
Job None
Industry Hospitality
Experience
Reliance Trust Company January 2005 - Present
Education
Cuyahoga Community College 2010 — 2011
Reliance Trust Company January 2005 - Present
Education
Cuyahoga Community College 2010 — 2011
Tyler R. Harris, Jr.'s Reliance Trust Company Experience May 2003 - June 2009
Job Prime Meridian Bank
Industry Banking
Experience
Prime Meridian Bank March 2012 - Present
Hancock Bank August 2009 - March 2012
Reliance Trust Company May 2003 - June 2009
Morgan Keegan & Co Inc 2001 - 2003
Skills
Financial Analysis, Loans, Financial Services, Credit, Commercial Lending, Commercial Banking, Banking, Portfolio Management, Mortgage Lending, Sales, Credit Analysis, Strategic Financial..., Finance, Consumer Lending, Financial Planning
Education
Graduate School of Banking at LSU 2014 — 2016
RMA - Orlando 2012 — 2012
College of Charleston 1998 — 2003
BS, Business Administration
The University of Stirling 2000 — 2000
Trinity Episcopal High School 1995 — 1998
Prime Meridian Bank March 2012 - Present
Hancock Bank August 2009 - March 2012
Reliance Trust Company May 2003 - June 2009
Morgan Keegan & Co Inc 2001 - 2003
Skills
Financial Analysis, Loans, Financial Services, Credit, Commercial Lending, Commercial Banking, Banking, Portfolio Management, Mortgage Lending, Sales, Credit Analysis, Strategic Financial..., Finance, Consumer Lending, Financial Planning
Education
Graduate School of Banking at LSU 2014 — 2016
RMA - Orlando 2012 — 2012
College of Charleston 1998 — 2003
BS, Business Administration
The University of Stirling 2000 — 2000
Trinity Episcopal High School 1995 — 1998
Lindsey Woody's Reliance Trust Company Experience June 2006 - November 2008
Job at
Industry Financial Services
Experience
Colonial Pipeline Company January 2011 - Present
Mirant Corporation November 2008 - February 2011
Reliance Trust Company June 2006 - November 2008
Reliance Trust Company October 2004 - June 2006
Reliance Trust Company January 2004 - October 2004
Education
Clemson University
B.S, Financial Management
Clemson University
Colonial Pipeline Company January 2011 - Present
Mirant Corporation November 2008 - February 2011
Reliance Trust Company June 2006 - November 2008
Reliance Trust Company October 2004 - June 2006
Reliance Trust Company January 2004 - October 2004
Education
Clemson University
B.S, Financial Management
Clemson University
Marty Campbell's Reliance Trust Company Experience September 2013 - Present
Job Regional Sales Executive at Reliance Trust Company
Industry Financial Services
Experience
Reliance Trust Company September 2013 - Present
Hand Benefits & Trust October 2010 - August 2013
Northern Trust December 1995 - October 2010
United States Navy June 1987 - June 1993
Skills
Investments, 401k, Alternative Investments, Asset Allocation, Asset Managment, Retirement, Pensions, Investment Advisory, Investment Management, Asset Management, Retirement Planning, ETFs, Financial Advisory, Strategy, Employee Benefits, Securities, Financial Analysis, Equities, Defined Benefit, Strategic Financial..., Relationship Management, Fixed Income, Financial Services, Investment Strategies
Education
Northwestern University - Kellogg School of Management 2006 — 2008
MBA, Marketing, Finance
Florida State University - College of Business 1989 — 1993
Bachelors, Marketing, Multinational Business
Chatham 1984 — 1987
Reliance Trust Company September 2013 - Present
Hand Benefits & Trust October 2010 - August 2013
Northern Trust December 1995 - October 2010
United States Navy June 1987 - June 1993
Skills
Investments, 401k, Alternative Investments, Asset Allocation, Asset Managment, Retirement, Pensions, Investment Advisory, Investment Management, Asset Management, Retirement Planning, ETFs, Financial Advisory, Strategy, Employee Benefits, Securities, Financial Analysis, Equities, Defined Benefit, Strategic Financial..., Relationship Management, Fixed Income, Financial Services, Investment Strategies
Education
Northwestern University - Kellogg School of Management 2006 — 2008
MBA, Marketing, Finance
Florida State University - College of Business 1989 — 1993
Bachelors, Marketing, Multinational Business
Chatham 1984 — 1987
Br-Tai Greene, MBA's Reliance Trust Company Experience June 2006 - Present
Job Account Manager at Reliance Trust Co.
Industry Financial Services
Experience
Reliance Trust Company June 2006 - Present
Risk Management Alternatives June 2003 - February 2006
Skills
Customer Service, Banking, Microsoft Office, Qualified Retirement..., Problem Solving, Problem Management, Salesforce.com, Multi Tasking, Self-motivated Team..., Retirement, Client Liaison, Defined Contribution, Defined Benefit, Account Management, Pensions, Mutual Funds, CRM, Wealth Management, Finance, Investments
Education
Keller Graduate School of Management of DeVry University 2003 — 2005
MBA
Georgia State University - J. Mack Robinson College of Business 1997 — 2002
Bachelors of Business Administration, Management
Reliance Trust Company June 2006 - Present
Risk Management Alternatives June 2003 - February 2006
Skills
Customer Service, Banking, Microsoft Office, Qualified Retirement..., Problem Solving, Problem Management, Salesforce.com, Multi Tasking, Self-motivated Team..., Retirement, Client Liaison, Defined Contribution, Defined Benefit, Account Management, Pensions, Mutual Funds, CRM, Wealth Management, Finance, Investments
Education
Keller Graduate School of Management of DeVry University 2003 — 2005
MBA
Georgia State University - J. Mack Robinson College of Business 1997 — 2002
Bachelors of Business Administration, Management
Matthew Godown's Reliance Trust Company Experience April 2007 - Present
Job Client Relationship Manager at Minerva Planning Group
Industry Financial Services
Experience
Minerva Planning Group March 2014 - Present
Reliance Trust Company April 2007 - Present
Reliance Trust Company April 2007 - Present
Education
Georgia State University 1999 — 2004
Minerva Planning Group March 2014 - Present
Reliance Trust Company April 2007 - Present
Reliance Trust Company April 2007 - Present
Education
Georgia State University 1999 — 2004
Balan Venugopal's Reliance Trust Company Experience July 2014 - Present
Job Vice President/Trust Relationship Manager/Team Lead at Reliance Trust Company
Industry Banking
Experience
Reliance Trust Company July 2014 - Present
Union Bank March 2014 - July 2014
Morgan Stanley September 2004 - February 2014
MORGAN STANLEY PRIVATE BANK January 2004 - February 2014
CREDIT SUISSE ASSET MANAGEMENT January 2000 - January 2004
Littman Krooks LLP January 1994 - January 2000
Skills
Trusts, Trust Services, Estate Planning, Investments, Portfolio Management, Wills, Tax, Wealth Management..., Wealth Management, Series 7, Securities, Asset Allocation, Asset Management, Powers of Attorney, Investment Management, CRM, High Net Worth..., Retirement Planning, Equities, Investment Advisory, Private Banking, Mutual Funds, Wealth, Alternative Investments
Education
Fordham University School of Law 1990 — 1993
Juris Doctor, Law
Fordham University School of Law 1990 — 1993
Juris Doctor, Law
COLUMBIA UNIVERSITY 1986 — 1990
Bachelor of Art's Degree, History
Reliance Trust Company July 2014 - Present
Union Bank March 2014 - July 2014
Morgan Stanley September 2004 - February 2014
MORGAN STANLEY PRIVATE BANK January 2004 - February 2014
CREDIT SUISSE ASSET MANAGEMENT January 2000 - January 2004
Littman Krooks LLP January 1994 - January 2000
Skills
Trusts, Trust Services, Estate Planning, Investments, Portfolio Management, Wills, Tax, Wealth Management..., Wealth Management, Series 7, Securities, Asset Allocation, Asset Management, Powers of Attorney, Investment Management, CRM, High Net Worth..., Retirement Planning, Equities, Investment Advisory, Private Banking, Mutual Funds, Wealth, Alternative Investments
Education
Fordham University School of Law 1990 — 1993
Juris Doctor, Law
Fordham University School of Law 1990 — 1993
Juris Doctor, Law
COLUMBIA UNIVERSITY 1986 — 1990
Bachelor of Art's Degree, History
Nicole Pair's Reliance Trust Company Experience August 1999 - June 2008
Job Operations Manger at FIS
Industry Information Services
Experience
FIS April 2014 - Present
Reliance Trust Company an FIS Company October 2013 - April 2014
Reliance Trust Company an FIS Company July 2010 - October 2013
Phoenix Systems, Inc July 2008 - July 2010
Reliance Trust Company August 1999 - June 2008
Skills
Project Management, Business Analysis, Process Improvement, Management, SDLC, Quality Assurance, Vendor Management, Risk Management, SharePoint, Visio, Access, Software Project..., Software Documentation, SQL, Change Management, Integration, Analysis
Education
Georgia College and State University 1993 — 1998
Bachelor’s Degree, Information Technology & Communications
FIS April 2014 - Present
Reliance Trust Company an FIS Company October 2013 - April 2014
Reliance Trust Company an FIS Company July 2010 - October 2013
Phoenix Systems, Inc July 2008 - July 2010
Reliance Trust Company August 1999 - June 2008
Skills
Project Management, Business Analysis, Process Improvement, Management, SDLC, Quality Assurance, Vendor Management, Risk Management, SharePoint, Visio, Access, Software Project..., Software Documentation, SQL, Change Management, Integration, Analysis
Education
Georgia College and State University 1993 — 1998
Bachelor’s Degree, Information Technology & Communications
Bryan Waites's Reliance Trust Company Experience March 2006 - July 2009
Job Retirement Plan Sales Advocate at John Hancock Financial Services
Industry Banking
Experience
John Hancock Financial Services June 2013 - Present
Wells Real Estate Funds August 2012 - June 2013
Wells Real Estate July 2009 - August 2012
Reliance Trust Company March 2006 - July 2009
Home Capital March 2005 - December 2005
Ford Motor Credit Company 2004 - 2005
Skills
Series 7, Series 63
Education
Auburn University 2000 — 2003
Bachelor of Science (B.S.), Business Administration and Management, General
East Coweta High School 1995 — 1998
John Hancock Financial Services June 2013 - Present
Wells Real Estate Funds August 2012 - June 2013
Wells Real Estate July 2009 - August 2012
Reliance Trust Company March 2006 - July 2009
Home Capital March 2005 - December 2005
Ford Motor Credit Company 2004 - 2005
Skills
Series 7, Series 63
Education
Auburn University 2000 — 2003
Bachelor of Science (B.S.), Business Administration and Management, General
East Coweta High School 1995 — 1998
LaShaye Hutchinson's Reliance Trust Company Experience February 1999 - December 2002
Job HR Generalist at PreVisor
Industry Computer Software
Experience
PreVisor HR SpecialistVerint Systems, Inc.2006 - Present
Verint- Witness Systems October 2005 - September 2007
Hewitt Associates February 2004 - October 2005
PBGC Pension Benefit Guranty Corporation / IMRG December 2002 - February 2004
Reliance Trust Company February 1999 - December 2002
Education
Keller Graduate School of Management 1999 — 2001
MBA, CHRM, Business Administration/ Human Resources Management
Lander University 1991 — 1996
BS, Sociology
PreVisor HR SpecialistVerint Systems, Inc.2006 - Present
Verint- Witness Systems October 2005 - September 2007
Hewitt Associates February 2004 - October 2005
PBGC Pension Benefit Guranty Corporation / IMRG December 2002 - February 2004
Reliance Trust Company February 1999 - December 2002
Education
Keller Graduate School of Management 1999 — 2001
MBA, CHRM, Business Administration/ Human Resources Management
Lander University 1991 — 1996
BS, Sociology
Latori Clay's Reliance Trust Company Experience 2004 - 2006
Job Unclaimed Property Consultant at Ryan, Inc.
Industry Accounting
Experience
Ryan, Inc. August 2006 - Present
WCCI March 2004 - June 2007
Reliance Trust Company 2004 - 2006
Education
Georgia State University 1999 — 2003
Ryan, Inc. August 2006 - Present
WCCI March 2004 - June 2007
Reliance Trust Company 2004 - 2006
Education
Georgia State University 1999 — 2003
John Blackwelder CFA's Reliance Trust Company Experience 1995 - 1999
Job Director at BlackRock
Industry Real Estate
Experience
Capital One March 2014 - Present
BlackRock August 2007 - March 2014
Wachovia May 2001 - August 2007
Reliance Trust Company 1995 - 1999
Skills
Asset Managment, Investments, Valuation, Portfolio Management, Real Estate Economics, Due Diligence, Financial Modeling, Financial Analysis, Capital Markets, Alternative Investments, Real Estate, Underwriting
Education
University of Georgia - Terry College of Business 1999 — 2001
Master of Business Administration (MBA), Real Estate
North Carolina State University
Bachelor of Science (B.S.), Economics
Capital One March 2014 - Present
BlackRock August 2007 - March 2014
Wachovia May 2001 - August 2007
Reliance Trust Company 1995 - 1999
Skills
Asset Managment, Investments, Valuation, Portfolio Management, Real Estate Economics, Due Diligence, Financial Modeling, Financial Analysis, Capital Markets, Alternative Investments, Real Estate, Underwriting
Education
University of Georgia - Terry College of Business 1999 — 2001
Master of Business Administration (MBA), Real Estate
North Carolina State University
Bachelor of Science (B.S.), Economics
Tina Deonise's Reliance Trust Company Experience June 2013 - April 2014
Job Chief Financial Officer at Camden Floral
Industry Retail
Experience
Camden Floral April 2014 - Present
Reliance Trust Company June 2013 - April 2014
CitiTrust July 2007 - May 2013
City National Bank July 2002 - July 2007
Wells Fargo Bank February 1993 - July 2002
Bank of America July 1990 - February 1993
Skills
Trust Services, Primordial Sound..., Personal Planning, Estate Planning, Wealth Management, High Net Worth..., Wealth Management..., Banking, Risk Management, Investment Management, Financial Advisory, Mutual Funds, Trusts, Financial Services, Plannning, Securities, Finance, Retirement Planning
Education
University of California, Los Angeles 2002 — 2005
Personal Financial Planning Certificate, Financial Planning
Institute of Certified Bankers 1999 — 2004
Certified Trust and Financial Advisor, Trust & Estate Planning
Cerritos College 1993 — 1996
American Bar Association Accredited Paralegal Certificate, Law
California State University-Long Beach 1987 — 1992
Bachelor of Science, Criminal Justice
Camden Floral April 2014 - Present
Reliance Trust Company June 2013 - April 2014
CitiTrust July 2007 - May 2013
City National Bank July 2002 - July 2007
Wells Fargo Bank February 1993 - July 2002
Bank of America July 1990 - February 1993
Skills
Trust Services, Primordial Sound..., Personal Planning, Estate Planning, Wealth Management, High Net Worth..., Wealth Management..., Banking, Risk Management, Investment Management, Financial Advisory, Mutual Funds, Trusts, Financial Services, Plannning, Securities, Finance, Retirement Planning
Education
University of California, Los Angeles 2002 — 2005
Personal Financial Planning Certificate, Financial Planning
Institute of Certified Bankers 1999 — 2004
Certified Trust and Financial Advisor, Trust & Estate Planning
Cerritos College 1993 — 1996
American Bar Association Accredited Paralegal Certificate, Law
California State University-Long Beach 1987 — 1992
Bachelor of Science, Criminal Justice
Tara Roberts's Reliance Trust Company Experience July 1998 - October 2004
Job Accounting Manager at Cisco
Industry Computer & Network Security
Experience
Sourcefire, now a part of Cisco March 2008 - Present
SunTrust Bank October 2004 - March 2008
Reliance Trust Company July 1998 - October 2004
Skills
Financial Accounting, Financial Analysis, Accounting, Account Reconciliation, US GAAP, Payroll, Executive Compensation, Auditing, SEC filings, Financial Reporting, Sarbanes-Oxley Act, Internal Controls, General Ledger, Accounts Receivable, Accounts Payable
Education
University of Maryland University College 2014 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General, 4.0 GPA
Georgia State University - J. Mack Robinson College of Business 1998 — 2002
Bachelor of Business Administration (B.B.A.), Accounting, 3.9 GPA
Bowie State University 1993 — 1995
Accounting
Sourcefire, now a part of Cisco March 2008 - Present
SunTrust Bank October 2004 - March 2008
Reliance Trust Company July 1998 - October 2004
Skills
Financial Accounting, Financial Analysis, Accounting, Account Reconciliation, US GAAP, Payroll, Executive Compensation, Auditing, SEC filings, Financial Reporting, Sarbanes-Oxley Act, Internal Controls, General Ledger, Accounts Receivable, Accounts Payable
Education
University of Maryland University College 2014 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General, 4.0 GPA
Georgia State University - J. Mack Robinson College of Business 1998 — 2002
Bachelor of Business Administration (B.B.A.), Accounting, 3.9 GPA
Bowie State University 1993 — 1995
Accounting
Andrea Millonig's Reliance Trust Company Experience June 2006 - July 2014
Job Senior Manager, Program Reporting and Audit at MarketSource Inc.
Industry Financial Services
Experience
MarketSource Inc. July 2014 - Present
Reliance Trust Company June 2006 - July 2014
SmallDog Rescue 2006 - 2009
The Process Theatre 2007 - 2007
Corporate Payroll Services November 2004 - June 2006
Atlanta Classical Theatre 2003 - 2003
Benefit Services Corporation 2000 - 2003
Continental Benefit Administrators June 1997 - May 2000
Skills
Mutual Funds, Financial Services, Investments, Portfolio Management, Securities, Wealth Management, Accounting, 401k, Asset Management, Series 7, Asset Allocation, Retirement Planning, Retirement
Education
Keller Graduate School of Management of DeVry University 2003 — 2004
MBA, Business Administration & Human Resources
Auburn University 1987 — 1997
BA in Psychology & BFA in Performance Theatre, Psychology and Performance Theatre
Emory University 1986 — 1987
Psychology
MarketSource Inc. July 2014 - Present
Reliance Trust Company June 2006 - July 2014
SmallDog Rescue 2006 - 2009
The Process Theatre 2007 - 2007
Corporate Payroll Services November 2004 - June 2006
Atlanta Classical Theatre 2003 - 2003
Benefit Services Corporation 2000 - 2003
Continental Benefit Administrators June 1997 - May 2000
Skills
Mutual Funds, Financial Services, Investments, Portfolio Management, Securities, Wealth Management, Accounting, 401k, Asset Management, Series 7, Asset Allocation, Retirement Planning, Retirement
Education
Keller Graduate School of Management of DeVry University 2003 — 2004
MBA, Business Administration & Human Resources
Auburn University 1987 — 1997
BA in Psychology & BFA in Performance Theatre, Psychology and Performance Theatre
Emory University 1986 — 1987
Psychology
Michal-Erin Frushell's Reliance Trust Company Experience February 2014 - July 2015
Job Alternative Investments Analyst at AIG Advisor Group
Industry Financial Services
Experience
AIG Advisor Group July 2015 - Present
Reliance Trust Company February 2014 - July 2015
Reliance Trust Company February 2013 - February 2014
Reliance Trust Company February 2012 - February 2013
Reliance Trust Company January 2010 - February 2012
Reliance Trust Company October 2006 - January 2010
Titan Financial Group August 2005 - October 2006
Skills
Mutual Funds, Financial Services, Banking, Microsoft Office, Securities, Accounting, Account Reconciliation, Settlement, Equities, Microsoft Excel, Fixed Income, Internal Controls, Accounts Payable, Training, Process Improvement, Back Office, Investment Research, Series 7
Education
Binghamton University 2001 — 2005
BS, Financial Economics
AIG Advisor Group July 2015 - Present
Reliance Trust Company February 2014 - July 2015
Reliance Trust Company February 2013 - February 2014
Reliance Trust Company February 2012 - February 2013
Reliance Trust Company January 2010 - February 2012
Reliance Trust Company October 2006 - January 2010
Titan Financial Group August 2005 - October 2006
Skills
Mutual Funds, Financial Services, Banking, Microsoft Office, Securities, Accounting, Account Reconciliation, Settlement, Equities, Microsoft Excel, Fixed Income, Internal Controls, Accounts Payable, Training, Process Improvement, Back Office, Investment Research, Series 7
Education
Binghamton University 2001 — 2005
BS, Financial Economics
Brian Felt's Reliance Trust Company Experience April 2013 - Present
Job Investment Officer, Trader/Jr. Analyst at Reliance Trust Company
Industry Financial Services
Experience
Reliance Trust Company April 2013 - Present
Reliance Trust Company January 2011 - April 2013
State Street Corporation November 2007 - August 2010
Investors Bank & Trust (acquired by State Street in 2007) June 2005 - November 2007
Skills
Mutual Funds, Investments, Equities, Accounting, Asset Management, Financial Analysis, Investment Management, Bloomberg, Financial Services, Securities, Portfolio Management, Trading, Bonds, Fixed Income
Education
Boston College 2001 — 2005
Bachelor of Arts, Economics & Communications
Reliance Trust Company April 2013 - Present
Reliance Trust Company January 2011 - April 2013
State Street Corporation November 2007 - August 2010
Investors Bank & Trust (acquired by State Street in 2007) June 2005 - November 2007
Skills
Mutual Funds, Investments, Equities, Accounting, Asset Management, Financial Analysis, Investment Management, Bloomberg, Financial Services, Securities, Portfolio Management, Trading, Bonds, Fixed Income
Education
Boston College 2001 — 2005
Bachelor of Arts, Economics & Communications
Andrew Tonge's Reliance Trust Company Experience July 2007 - Present
Job Relationship/Operations Manager at Reliance Trust Company
Industry Financial Services
Experience
Reliance Trust Company July 2007 - Present
Banc of America Securities May 2006 - July 2007
Bank of America 2006 - 2007
Furman Selz 1989 - 2004
ING Barings 1999 - 2001
Education
Pace University - Lubin School of Business
Reliance Trust Company July 2007 - Present
Banc of America Securities May 2006 - July 2007
Bank of America 2006 - 2007
Furman Selz 1989 - 2004
ING Barings 1999 - 2001
Education
Pace University - Lubin School of Business
Nicole Stoudemire Hughes's Reliance Trust Company Experience August 2013 - Present
Job Fee Revenue Manager & Trust Officer
Industry Financial Services
Experience
Reliance Trust Company August 2013 - Present
Reliance Trust Company January 2009 - July 2013
Reliance Trust Company October 2006 - January 2009
ACS, Department of Community Health 2004 - 2005
ACS, Department of Community Health 2004 - 2005
Skills
Account Reconciliation, Investments, Accounting, Finance, Financial Reporting, Financial Analysis, Strategic Financial..., Asset Management, Mutual Funds, Banking, Portfolio Management, Wealth Management, Team Building, Risk Management
Education
Alabama Agricultural and Mechanical University 1993 — 1996
Reliance Trust Company August 2013 - Present
Reliance Trust Company January 2009 - July 2013
Reliance Trust Company October 2006 - January 2009
ACS, Department of Community Health 2004 - 2005
ACS, Department of Community Health 2004 - 2005
Skills
Account Reconciliation, Investments, Accounting, Finance, Financial Reporting, Financial Analysis, Strategic Financial..., Asset Management, Mutual Funds, Banking, Portfolio Management, Wealth Management, Team Building, Risk Management
Education
Alabama Agricultural and Mechanical University 1993 — 1996
Edward Avery's Reliance Trust Company Experience First Vice PresidentCitigroup Trust-Delaware, N.A.2005 - May 2013
Job Vice President at Reliance Trust Company
Industry Banking
Experience
Reliance Trust Company First Vice PresidentCitigroup Trust-Delaware, N.A.2005 - May 2013
Duetsche Bank 1999 - 2005
Bankers Trust Company 1996 - 1999
Chase Manhattan Bank 1994 - 1996
Skills
Alternative Investments, Risk Management, Banking, Wealth Management, Equities, Investments, Fixed Income, Portfolio Management, Asset Managment, Capital Markets, Asset Allocation, Private Banking
Education
Pace University School of Law 1976 — 1980
JD
New York University 1972 — 1976
BA
Reliance Trust Company First Vice PresidentCitigroup Trust-Delaware, N.A.2005 - May 2013
Duetsche Bank 1999 - 2005
Bankers Trust Company 1996 - 1999
Chase Manhattan Bank 1994 - 1996
Skills
Alternative Investments, Risk Management, Banking, Wealth Management, Equities, Investments, Fixed Income, Portfolio Management, Asset Managment, Capital Markets, Asset Allocation, Private Banking
Education
Pace University School of Law 1976 — 1980
JD
New York University 1972 — 1976
BA
Janice Brewer's Reliance Trust Company Experience April 2002 - September 2003
Job Coordinator, Toco Hills NORC (Naturally Occurring Retirement Community): Jewish Family & Career Services
Industry Program Development
Experience
Toco Hills NORC (Naturally Occurring Retirement Community): Jewish Family & Career Services September 2014 - Present
Georgia State University May 2014 - December 2014
Beyond Retirement January 2012 - September 2014
Brewer Retirement Solutions October 2003 - 2012
The (k) Group Retirement Advisors January 2005 - December 2010
Reliance Trust Company April 2002 - September 2003
Benefit Services Corporation September 1982 - April 2002
Skills
Human Services, Aging in Place, Communication Skills, Retirement, Retirement Planning, Strategy, Pensions, Employee Benefits, Sales, Marketing, 401k, Research, Marketing Communications, Strategic Planning, Product Development, Microsoft Office, Proposal Writing
Education
Georgia State University 2011 — 2012
Master's degree, Gerontology
Georgia Southwestern State University 1974 — 1978
M.Ed., Behavioral Sciences
Valdosta State University 1970 — 1972
B.A.
Toco Hills NORC (Naturally Occurring Retirement Community): Jewish Family & Career Services September 2014 - Present
Georgia State University May 2014 - December 2014
Beyond Retirement January 2012 - September 2014
Brewer Retirement Solutions October 2003 - 2012
The (k) Group Retirement Advisors January 2005 - December 2010
Reliance Trust Company April 2002 - September 2003
Benefit Services Corporation September 1982 - April 2002
Skills
Human Services, Aging in Place, Communication Skills, Retirement, Retirement Planning, Strategy, Pensions, Employee Benefits, Sales, Marketing, 401k, Research, Marketing Communications, Strategic Planning, Product Development, Microsoft Office, Proposal Writing
Education
Georgia State University 2011 — 2012
Master's degree, Gerontology
Georgia Southwestern State University 1974 — 1978
M.Ed., Behavioral Sciences
Valdosta State University 1970 — 1972
B.A.
Stacey Hoit Jenkins's Reliance Trust Company Experience June 2007 - October 2010
Job Vice PresidentBanking Products Consultant at SunTrust Bank
Industry Financial Services
Experience
SunTrust Bank March 2014 - Present
SunTrust Bank October 2010 - March 2014
Reliance Trust Company June 2007 - October 2010
Reliance Trust Company October 2005 - June 2007
Primary Capital Advisors August 2002 - October 2005
Skills
Equities, Credit, Process Improvement, Strategic Planning, Valuation, Mutual Funds, Strategic Financial..., Vendor Management, Portfolio Management, Banking
Education
Georgia State University - J. Mack Robinson College of Business 2006 — 2009
MBA, Organization Management
University of Georgia - Terry College of Business 1998 — 2002
BBA, Finance
SunTrust Bank March 2014 - Present
SunTrust Bank October 2010 - March 2014
Reliance Trust Company June 2007 - October 2010
Reliance Trust Company October 2005 - June 2007
Primary Capital Advisors August 2002 - October 2005
Skills
Equities, Credit, Process Improvement, Strategic Planning, Valuation, Mutual Funds, Strategic Financial..., Vendor Management, Portfolio Management, Banking
Education
Georgia State University - J. Mack Robinson College of Business 2006 — 2009
MBA, Organization Management
University of Georgia - Terry College of Business 1998 — 2002
BBA, Finance
Brenda Van Valen, CFP(R), CTFA, CWS(R)'s Reliance Trust Company Experience June 2012 - January 2015
Job Market President at Argent Trust Company
Industry Financial Services
Experience
Argent Trust Company February 2015 - Present
Reliance Trust Company June 2012 - January 2015
FPA of Charlotte 2009 - 2013
The Trust Company of Sterne Agee Inc March 2009 - June 2012
First Charter Bank July 2003 - March 2009
Wachovia 2001 - 2003
First Union 1998 - 2001
Education
Campbell University 1995 — 1997
Bachelor, Trust Mgmt Minor in Financial Planning
Mount Aloysius College 1978 — 1980
Associate of Science, Merchandising
CWS, Cannon Trust I, II, III, Trust Tax I, II
Johnstown High School
Argent Trust Company February 2015 - Present
Reliance Trust Company June 2012 - January 2015
FPA of Charlotte 2009 - 2013
The Trust Company of Sterne Agee Inc March 2009 - June 2012
First Charter Bank July 2003 - March 2009
Wachovia 2001 - 2003
First Union 1998 - 2001
Education
Campbell University 1995 — 1997
Bachelor, Trust Mgmt Minor in Financial Planning
Mount Aloysius College 1978 — 1980
Associate of Science, Merchandising
CWS, Cannon Trust I, II, III, Trust Tax I, II
Johnstown High School
Jason Howser, AFSB's Reliance Trust Company Experience 2006 - 2007
Job Surety Bond Manager at Great American Insurance
Industry Insurance
Experience
Great American Insurance May 2013 - Present
Liberty Mutual November 2007 - May 2013
Reliance Trust Company 2006 - 2007
Skills
Underwriting, Surety, Construction, Mutual Funds, Marketing, Financial Analysis, Insurance, Analysis, Bonds, Risk Management
Education
Georgia State University - J. Mack Robinson College of Business 2001 — 2006
BBA, Finance
Great American Insurance May 2013 - Present
Liberty Mutual November 2007 - May 2013
Reliance Trust Company 2006 - 2007
Skills
Underwriting, Surety, Construction, Mutual Funds, Marketing, Financial Analysis, Insurance, Analysis, Bonds, Risk Management
Education
Georgia State University - J. Mack Robinson College of Business 2001 — 2006
BBA, Finance
Denis R. Curcio, CFP®'s Reliance Trust Company Experience May 2013 - October 2014
Job Wealth Management at Carroll Financial Associates
Industry Investment Management
Experience
Carroll Financial Associates November 2014 - Present
Reliance Trust Company May 2013 - October 2014
Carroll Financial Associates February 2010 - May 2013
HF Financial July 2009 - February 2010
Integrity Investments, Inc. May 1998 - July 2009
Skills
Strategic Financial..., Asset Management, Portfolio Management, Asset Allocation, Retirement Planning, Wealth Management, Financial Planning, Estate Planning, Series 7, Fixed Income, Long Term Care, IRA Rollovers, 401k, Risk Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2014
Essentials of Management Leadership
The University of Georgia 2008 — 2008
The Executive Program for Financial Planning Certification
University of Florida - Warrington College of Business Administration 2004 — 2005
MBA, Business Administration
Jacksonville University 1995 — 1997
BS, Finance
Carroll Financial Associates November 2014 - Present
Reliance Trust Company May 2013 - October 2014
Carroll Financial Associates February 2010 - May 2013
HF Financial July 2009 - February 2010
Integrity Investments, Inc. May 1998 - July 2009
Skills
Strategic Financial..., Asset Management, Portfolio Management, Asset Allocation, Retirement Planning, Wealth Management, Financial Planning, Estate Planning, Series 7, Fixed Income, Long Term Care, IRA Rollovers, 401k, Risk Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2014
Essentials of Management Leadership
The University of Georgia 2008 — 2008
The Executive Program for Financial Planning Certification
University of Florida - Warrington College of Business Administration 2004 — 2005
MBA, Business Administration
Jacksonville University 1995 — 1997
BS, Finance
Tania Pierre-Polenberg's Reliance Trust Company Experience February 2012 - Present
Job Lead Corporate Actions Specialist at Reliance Trust Company
Industry Accounting
Experience
Reliance Trust Company February 2012 - Present
Rescare Inc October 2006 - May 2010
Morgan Stanley 2000 - 2006
Education
Baruch College 1993 — 1998
BBA, Accounting
Reliance Trust Company February 2012 - Present
Rescare Inc October 2006 - May 2010
Morgan Stanley 2000 - 2006
Education
Baruch College 1993 — 1998
BBA, Accounting
Diana Gibbons's Reliance Trust Company Experience November 2009 - February 2012
Job Operations Officer at Reliance Trust Company
Industry Financial Services
Experience
Reliance Trust Company November 2009 - February 2012
Reliance Trust Company January 2007 - November 2009
Education
Nova Southeastern University 2013 — 2017
B.S. Human Service Administation, Aviation
Metropolitan State University of Denver 1997 — 1998
Certificate, Personal Financial Planning
Manchester Community College 1992 — 1994
AS, Legal Assisting
University of Northern Colorado 1980 — 1985
BA, Earth Sciences / Meterology
Reliance Trust Company November 2009 - February 2012
Reliance Trust Company January 2007 - November 2009
Education
Nova Southeastern University 2013 — 2017
B.S. Human Service Administation, Aviation
Metropolitan State University of Denver 1997 — 1998
Certificate, Personal Financial Planning
Manchester Community College 1992 — 1994
AS, Legal Assisting
University of Northern Colorado 1980 — 1985
BA, Earth Sciences / Meterology
Rosa Scott's Reliance Trust Company Experience January 2006 - October 2008
Job Accounting Professional
Industry Accounting
Experience
Reliance Trust Company January 2006 - October 2008
AccounTemps Service September 2005 - December 2005
Target Stores June 2005 - September 2005
Vaughn Elementary School August 2003 - May 2004
City of Greer February 1999 - February 2003
BB&T Bank December 1992 - June 1997
Education
Franklin University 2003 — 2006
BS, Accounting
Webster University 1999 — 2000
MBA, Business Administration
Saint Leo University 1996 — 1999
BA, Business Administration
Sumter Area Technical College 1981 — 1983
AS, Marketing
Reliance Trust Company January 2006 - October 2008
AccounTemps Service September 2005 - December 2005
Target Stores June 2005 - September 2005
Vaughn Elementary School August 2003 - May 2004
City of Greer February 1999 - February 2003
BB&T Bank December 1992 - June 1997
Education
Franklin University 2003 — 2006
BS, Accounting
Webster University 1999 — 2000
MBA, Business Administration
Saint Leo University 1996 — 1999
BA, Business Administration
Sumter Area Technical College 1981 — 1983
AS, Marketing
Linda Dozier-Jones's Reliance Trust Company Experience June 1999 - July 2014
Job Vice President, Corporate Trust
Industry Financial Services
Experience
Reliance Trust Company June 1999 - July 2014
Benefit Services, Inc. 1995 - 1999
Skills
Leadership, Financial Services, Relationship Management, Retirement Planning, Wealth Management, Mutual Funds, Banking, Microsoft Office, Management, Strategic Planning, Investments, Process Improvement, Risk Management
Education
Middlebury College
B.A., Sociology and Anthropology
University of Rhode Island
M.ED., Counseling Psychology
Reliance Trust Company June 1999 - July 2014
Benefit Services, Inc. 1995 - 1999
Skills
Leadership, Financial Services, Relationship Management, Retirement Planning, Wealth Management, Mutual Funds, Banking, Microsoft Office, Management, Strategic Planning, Investments, Process Improvement, Risk Management
Education
Middlebury College
B.A., Sociology and Anthropology
University of Rhode Island
M.ED., Counseling Psychology
Tony Holder's Reliance Trust Company Experience May 2006 - April 2011
Job Project Manager DDC Atlanta LLC
Industry Information Technology and Services
Experience
DDC Atlanta, GA LLC May 2011 - Present
Reliance Trust Company May 2006 - April 2011
Atlanta, GA October 2005 - May 2006
Skills
Risk Management, Project Management, Business Analysis, Vendor Management, Budgets, Customer Service, Leadership, Finance
Education
Lee University 1983 — 1985
Associate's Degree, Music Performance, General
Chatt Tech
Lee University
DDC Atlanta, GA LLC May 2011 - Present
Reliance Trust Company May 2006 - April 2011
Atlanta, GA October 2005 - May 2006
Skills
Risk Management, Project Management, Business Analysis, Vendor Management, Budgets, Customer Service, Leadership, Finance
Education
Lee University 1983 — 1985
Associate's Degree, Music Performance, General
Chatt Tech
Lee University
Randy Rice's Reliance Trust Company Experience February 2011 - August 2013
Job Virtualization & Storage Engineer at Rollins, Inc.
Industry Information Technology and Services
Experience
Rollins, Inc. May 2014 - Present
Georgia Tech Research Institute August 2013 - April 2014
Reliance Trust Company February 2011 - August 2013
Harry Norman, Realtors February 2003 - February 2011
Skills
VMware, Windows Server, Virtualization, NetApp, Data Center, Network Security, Storage, SharePoint, Active Directory, VMware ESX, Disaster Recovery, Cloud Computing, Networking, Linux, Troubleshooting, Microsoft Exchange, VMware Infrastructure, Cisco Technologies, Infrastructure, Security, Datacenter..., Enterprise Storage, SAN, Storage Area Networks, VDI, System Administration, Hyper-V, vSphere, High Availability, DNS, Powershell, HP Proliant, Firewalls, Red Hat Linux, Cisco Nexus, Microsoft Technologies, Windows, IT Strategy, NAS, Wireless Networking, HP, Hardware, EMC Storage, Nimble, Fibre Channel, Cisco MDS SAN switches, Cisco UCS, IBM Server Hardware, IBM SAN, Technical Support
Education
Georgia Institute of Technology 1997 — 2002
B.S., Computer Engineering
Rollins, Inc. May 2014 - Present
Georgia Tech Research Institute August 2013 - April 2014
Reliance Trust Company February 2011 - August 2013
Harry Norman, Realtors February 2003 - February 2011
Skills
VMware, Windows Server, Virtualization, NetApp, Data Center, Network Security, Storage, SharePoint, Active Directory, VMware ESX, Disaster Recovery, Cloud Computing, Networking, Linux, Troubleshooting, Microsoft Exchange, VMware Infrastructure, Cisco Technologies, Infrastructure, Security, Datacenter..., Enterprise Storage, SAN, Storage Area Networks, VDI, System Administration, Hyper-V, vSphere, High Availability, DNS, Powershell, HP Proliant, Firewalls, Red Hat Linux, Cisco Nexus, Microsoft Technologies, Windows, IT Strategy, NAS, Wireless Networking, HP, Hardware, EMC Storage, Nimble, Fibre Channel, Cisco MDS SAN switches, Cisco UCS, IBM Server Hardware, IBM SAN, Technical Support
Education
Georgia Institute of Technology 1997 — 2002
B.S., Computer Engineering
Kris Bryant's Reliance Trust Company Experience August 2004 - April 2006
Job Project Development Manager at Mercy Housing
Industry Real Estate
Experience
Housing Development Center June 2015 - Present
Mercy Housing April 2012 - May 2015
The Dawson Company April 2006 - April 2012
Reliance Trust Company August 2004 - April 2006
Skills
Real Estate Development, Real Estate Acquisitions, Financial Analysis, Affordable Housing, Real Estate, Financial Modeling, LIHTC, Microsoft Excel, Nonprofits, HUD, Asset Management, Property Management, Apartments, Commercial Real Estate, Real Estate Financing, Mixed-use, Valuation, Management, Commercial Leasing, Condos, Townhomes, Debt & Equity Financing, Securities, 401k, Mutual Funds, Wealth Management
Education
Mercer University 2002 — 2005
Master of Business Administration (M.B.A.)
Morehouse College 1998 — 2002
Bachelor of Arts (B.A.), Finance
Housing Development Center June 2015 - Present
Mercy Housing April 2012 - May 2015
The Dawson Company April 2006 - April 2012
Reliance Trust Company August 2004 - April 2006
Skills
Real Estate Development, Real Estate Acquisitions, Financial Analysis, Affordable Housing, Real Estate, Financial Modeling, LIHTC, Microsoft Excel, Nonprofits, HUD, Asset Management, Property Management, Apartments, Commercial Real Estate, Real Estate Financing, Mixed-use, Valuation, Management, Commercial Leasing, Condos, Townhomes, Debt & Equity Financing, Securities, 401k, Mutual Funds, Wealth Management
Education
Mercer University 2002 — 2005
Master of Business Administration (M.B.A.)
Morehouse College 1998 — 2002
Bachelor of Arts (B.A.), Finance
Lorrie Godfrey's Reliance Trust Company Experience February 2012 - January 2015
Job AVP & Trust Officer at Argent Trust Company
Industry Financial Services
Experience
Argent Trust Company February 2015 - Present
Reliance Trust Company February 2012 - January 2015
Private Trust Company in Charlotte, NC March 2009 - February 2012
Skills
Trust Services, Wealth Management, Banking, High Net Worth..., Commercial Banking, Asset Managment
Education
Florida Community College at Jacksonville 1987 — 1989
Associate of Arts (AA), Business Administration and Management, General
Jacksonville University 1987 — 1989
Argent Trust Company February 2015 - Present
Reliance Trust Company February 2012 - January 2015
Private Trust Company in Charlotte, NC March 2009 - February 2012
Skills
Trust Services, Wealth Management, Banking, High Net Worth..., Commercial Banking, Asset Managment
Education
Florida Community College at Jacksonville 1987 — 1989
Associate of Arts (AA), Business Administration and Management, General
Jacksonville University 1987 — 1989
Nedra Toney-Jordan, MS's Reliance Trust Company Experience October 2003 - December 2005
Job APL Specialist at SunTrust
Industry Financial Services
Experience
SunTrust April 2012 - Present
Clayton State University June 2009 - May 2013
Interactive Advisory Software November 2006 - March 2011
Staffing Force 2011 - 2011
Reliance Trust Company October 2003 - December 2005
FSC Securities Corp November 2000 - October 2003
SunTrust Bank May 1994 - October 2000
Skills
Accounting, Accounts Payable, Financial Reporting, Excel, Financial Planning, Cash Management, Analysis, General Ledger, Microsoft Excel, Strategic Financial..., Account Reconciliation, QuickBooks, Cash Flow, Tax
Education
Strayer University 2006 — 2008
MS, Accounting w/ Tax con.
Albany State University 1987 — 1992
BS, Accounting
SunTrust April 2012 - Present
Clayton State University June 2009 - May 2013
Interactive Advisory Software November 2006 - March 2011
Staffing Force 2011 - 2011
Reliance Trust Company October 2003 - December 2005
FSC Securities Corp November 2000 - October 2003
SunTrust Bank May 1994 - October 2000
Skills
Accounting, Accounts Payable, Financial Reporting, Excel, Financial Planning, Cash Management, Analysis, General Ledger, Microsoft Excel, Strategic Financial..., Account Reconciliation, QuickBooks, Cash Flow, Tax
Education
Strayer University 2006 — 2008
MS, Accounting w/ Tax con.
Albany State University 1987 — 1992
BS, Accounting
Sharanya Vijaykumar's Reliance Trust Company Experience October 2013 - Present
Job Mutual Fund Specialist at Reliance Trust Company
Industry Financial Services
Experience
Reliance Trust Company October 2013 - Present
The Myers Group July 2013 - October 2013
Delta Sigma Pi July 2012 - May 2013
Delta Sigma Pi - Pi Chapter July 2011 - December 2011
Georgia Transmission Corporation May 2011 - August 2011
Delta Sigma Pi - Pi Chapter January 2011 - June 2011
The Red and Black December 2010 - May 2011
Delta Sigma Pi - Pi Chapter January 2010 - December 2010
Macy's May 2010 - August 2010
Barberitos September 2009 - May 2010
Skills
Excel, Microsoft Office, Organization, Planning, Logistics, Leadership Development, Microsoft Excel, Public Speaking, Small Group..., Rhetorical Analysis, MLA style, PowerPoint, Project Planning, Advertising, CRM, Microsoft Word, Communication, Leadership
Education
The University of Georgia 2009 — 2013
Bachelor's Degree, Accounting
International Baccalaureate 2007 — 2009
Campbell High School 2005 — 2009
High School
Reliance Trust Company October 2013 - Present
The Myers Group July 2013 - October 2013
Delta Sigma Pi July 2012 - May 2013
Delta Sigma Pi - Pi Chapter July 2011 - December 2011
Georgia Transmission Corporation May 2011 - August 2011
Delta Sigma Pi - Pi Chapter January 2011 - June 2011
The Red and Black December 2010 - May 2011
Delta Sigma Pi - Pi Chapter January 2010 - December 2010
Macy's May 2010 - August 2010
Barberitos September 2009 - May 2010
Skills
Excel, Microsoft Office, Organization, Planning, Logistics, Leadership Development, Microsoft Excel, Public Speaking, Small Group..., Rhetorical Analysis, MLA style, PowerPoint, Project Planning, Advertising, CRM, Microsoft Word, Communication, Leadership
Education
The University of Georgia 2009 — 2013
Bachelor's Degree, Accounting
International Baccalaureate 2007 — 2009
Campbell High School 2005 — 2009
High School
Veda Balli's Reliance Trust Company Experience July 2006 - March 2010
Job Fund Accountant at G&S Fund Services, LLC
Industry Financial Services
Experience
G&S Fund Services, LLC July 2011 - Present
Gemini Fund Services January 2011 - July 2011
Academy Fire Protection June 2010 - December 2010
Reliance Trust Company July 2006 - March 2010
Dreyfus Corporation June 2003 - June 2006
Dreyfus Corporation June 1998 - May 2003
Dreyfus Corporation June 1995 - May 1998
Skills
Account Reconciliation
Education
Baruch College, City University of New York (CUNY) 1990 — 1995
BBA, Accounting
Baruch College
BBA, Accounting
G&S Fund Services, LLC July 2011 - Present
Gemini Fund Services January 2011 - July 2011
Academy Fire Protection June 2010 - December 2010
Reliance Trust Company July 2006 - March 2010
Dreyfus Corporation June 2003 - June 2006
Dreyfus Corporation June 1998 - May 2003
Dreyfus Corporation June 1995 - May 1998
Skills
Account Reconciliation
Education
Baruch College, City University of New York (CUNY) 1990 — 1995
BBA, Accounting
Baruch College
BBA, Accounting
Brenda Reeder's Reliance Trust Company Experience April 2006 - Present
Job Trust Consultant at Reliance Trust Company
Industry Financial Services
Experience
Reliance Trust Company April 2006 - Present
SunGard Financial Systems February 2005 - March 2006
BancFirst June 1997 - December 2003
Liberty National Bank and Trust Company October 1996 - June 1997
SunGard Financial Systems (formerly NCS) May 1992 - July 1996
Founders Bank and Trust Company May 1988 - May 1992
Bank IV April 1986 - April 1988
Central National Bank and Trust Company April 1981 - April 1986
Education
Ball State University 1974 — 1976
Associate in Arts, Journalism
Reliance Trust Company April 2006 - Present
SunGard Financial Systems February 2005 - March 2006
BancFirst June 1997 - December 2003
Liberty National Bank and Trust Company October 1996 - June 1997
SunGard Financial Systems (formerly NCS) May 1992 - July 1996
Founders Bank and Trust Company May 1988 - May 1992
Bank IV April 1986 - April 1988
Central National Bank and Trust Company April 1981 - April 1986
Education
Ball State University 1974 — 1976
Associate in Arts, Journalism
Alice Brock's Reliance Trust Company Experience 1993 - 1999
Job Vice President/Trust Officer at Regions Bank
Industry Banking
Experience
Regions Bank November 2006 - Present
GB&T Bancshares, Inc. 2001 - 2005
Reliance Trust Company 1993 - 1999
Education
Cannon Financial Institute 2005 — 2006
CTFA, Personal Trust
Kennesaw State University 1973 — 1988
Bachelor of Business Administration, Mjr - Management - Minored-Economics
Regions Bank November 2006 - Present
GB&T Bancshares, Inc. 2001 - 2005
Reliance Trust Company 1993 - 1999
Education
Cannon Financial Institute 2005 — 2006
CTFA, Personal Trust
Kennesaw State University 1973 — 1988
Bachelor of Business Administration, Mjr - Management - Minored-Economics
Ray Connery's Reliance Trust Company Experience December 2005 - Present
Job svp at Reliance Trust Company
Industry Financial Services
Experience
Reliance Trust Company December 2005 - Present
BNY 1990 - 2001
Manufacturers Hanover Trust 1982 - 1991
Skills
Mutual Funds, Wealth Management, Trust Services, Series 7, Financial Services, Portfolio Management, Investments, Asset Management, Securities, Trust Management, Fixed Income, Banking
Education
City University of New York-Baruch College 1978 — 1982
Holy Cross HS
Reliance Trust Company December 2005 - Present
BNY 1990 - 2001
Manufacturers Hanover Trust 1982 - 1991
Skills
Mutual Funds, Wealth Management, Trust Services, Series 7, Financial Services, Portfolio Management, Investments, Asset Management, Securities, Trust Management, Fixed Income, Banking
Education
City University of New York-Baruch College 1978 — 1982
Holy Cross HS
Paschal Konyeaso's Reliance Trust Company Experience October 2010 - Present
Job Experienced IT Manager
Industry Information Technology and Services
Experience
Reliance Trust Company October 2010 - Present
SunGard 1993 - 2009
Skills
Financial Services, Risk Management, Business Analysis, Finance, Change Management, SDLC, Investments, Vendor Management, Relationship Management, Banking, Portfolio Management, Product Management, Financial Analysis
Education
Northeastern University
University of Massachusetts Boston
Reliance Trust Company October 2010 - Present
SunGard 1993 - 2009
Skills
Financial Services, Risk Management, Business Analysis, Finance, Change Management, SDLC, Investments, Vendor Management, Relationship Management, Banking, Portfolio Management, Product Management, Financial Analysis
Education
Northeastern University
University of Massachusetts Boston
Kent Buckles's Reliance Trust Company Experience October 2010 - Present
Job Sr. VP, Director Retirement Strategies Group at Reliance Trust Company
Industry Market Research
Experience
Reliance Trust Company October 2010 - Present
Self - Employed February 2010 - April 2011
Stancorp Financial 2007 - 2010
Invesmart 1998 - 2006
Howard Johnson & Company 1987 - 1997
Skills
401k, Defined Benefit, Investments, Financial Services, Mutual Funds, Asset Managment, Series 7, Pensions, Retirement Planning, ERISA, Wealth Management, Investment Management, Securities, Mergers, Retirement
Education
Boston University School of Law
LLM, Taxation
Seattle University
Juris Doctor, Law
Reliance Trust Company October 2010 - Present
Self - Employed February 2010 - April 2011
Stancorp Financial 2007 - 2010
Invesmart 1998 - 2006
Howard Johnson & Company 1987 - 1997
Skills
401k, Defined Benefit, Investments, Financial Services, Mutual Funds, Asset Managment, Series 7, Pensions, Retirement Planning, ERISA, Wealth Management, Investment Management, Securities, Mergers, Retirement
Education
Boston University School of Law
LLM, Taxation
Seattle University
Juris Doctor, Law
Shannon (Hodge) Johnson's Reliance Trust Company Experience July 2013 - October 2014
Job
Industry Higher Education
Experience
Arizona State University October 2014 - Present
Reliance Trust Company July 2013 - October 2014
Freeport-McMoRan Copper & Gold Inc. 2012 - 2013
Arizona State University 2006 - 2012
Skills
Non-profits, Event Planning, Strategic Planning, Leadership, Customer Service, Budgets, Outlook, Program Development, Nonprofits, Event Management, Training, Policy, Coaching, Editing, Higher Education, Program Management, Organizational..., Leadership Development, Volunteer Management, Community Outreach
Education
Arizona State University, Lodestar Center for Philanthropy & Nonprofit Innovation 2014 — 2015
Certificate - Nonprofit Management Institute, Grant Development and Proposal Writing
Northern Arizona University
Master of Administration, Leadership
Arizona State University - W. P. Carey School of Business
BS, Business Administration
Arizona State University October 2014 - Present
Reliance Trust Company July 2013 - October 2014
Freeport-McMoRan Copper & Gold Inc. 2012 - 2013
Arizona State University 2006 - 2012
Skills
Non-profits, Event Planning, Strategic Planning, Leadership, Customer Service, Budgets, Outlook, Program Development, Nonprofits, Event Management, Training, Policy, Coaching, Editing, Higher Education, Program Management, Organizational..., Leadership Development, Volunteer Management, Community Outreach
Education
Arizona State University, Lodestar Center for Philanthropy & Nonprofit Innovation 2014 — 2015
Certificate - Nonprofit Management Institute, Grant Development and Proposal Writing
Northern Arizona University
Master of Administration, Leadership
Arizona State University - W. P. Carey School of Business
BS, Business Administration
John Welty, MBA, CPA's Reliance Trust Company Experience August 1993 - July 1995
Job Director of Financial Reporting at Body Central
Industry Retail
Experience
Body Central October 2014 - January 2015
RailAmerica August 2011 - March 2013
FPIC Insurance Group July 2001 - December 2010
PricewaterhouseCoopers June 1997 - June 2001
Ambassador Enterprises May 1996 - August 1996
Reliance Trust Company August 1993 - July 1995
Skills
Treasury, Corporate Finance, Financial Modeling, Financial Analysis, Cash Management, Strategic Financial..., Forecasting, Budgets, Cash Flow, Financial Reporting, Accounting, Project Management, Internal Controls, Sarbanes-Oxley Act, Strategy, Auditing, SEC filings, GAAP, Treasury Management, Investments, Financial Statements, CPA, Portfolio Management, Sarbanes-Oxley, General Ledger, Financial Accounting, Asset Management, Cash Flow Forecasting, Mergers & Acquisitions, Finance, Internal Audit
Education
University of Virginia Darden School of Business 1995 — 1997
MBA
Florida State University 1989 — 1993
BS, Finance and Multinational Business
Orange Park High School 1985 — 1989
Body Central October 2014 - January 2015
RailAmerica August 2011 - March 2013
FPIC Insurance Group July 2001 - December 2010
PricewaterhouseCoopers June 1997 - June 2001
Ambassador Enterprises May 1996 - August 1996
Reliance Trust Company August 1993 - July 1995
Skills
Treasury, Corporate Finance, Financial Modeling, Financial Analysis, Cash Management, Strategic Financial..., Forecasting, Budgets, Cash Flow, Financial Reporting, Accounting, Project Management, Internal Controls, Sarbanes-Oxley Act, Strategy, Auditing, SEC filings, GAAP, Treasury Management, Investments, Financial Statements, CPA, Portfolio Management, Sarbanes-Oxley, General Ledger, Financial Accounting, Asset Management, Cash Flow Forecasting, Mergers & Acquisitions, Finance, Internal Audit
Education
University of Virginia Darden School of Business 1995 — 1997
MBA
Florida State University 1989 — 1993
BS, Finance and Multinational Business
Orange Park High School 1985 — 1989
Pastor Frances Mills's Reliance Trust Company Experience July 1998 - Present
Job SVP & Director of Human Resources at Reliance Trust Company
Industry Financial Services
Experience
Reliance Trust Company July 1998 - Present
Reliance Trust Company July 1998 - Present
Reliance Trust July 1998 - Present
Grady Health System October 1995 - June 1998
The Grady Health System October 1995 - June 1998
The Grady Health System July 1995 - October 1995
The Bridge,Inc January 1995 - July 1995
Landmark Group, Inc October 1984 - December 1994
Education
Georgia State University
Bachelor's degree, Social Work
Georgia State University
BS, Urban Life - Social Welfare & Human Resources
Tuskegee University
Reliance Trust Company July 1998 - Present
Reliance Trust Company July 1998 - Present
Reliance Trust July 1998 - Present
Grady Health System October 1995 - June 1998
The Grady Health System October 1995 - June 1998
The Grady Health System July 1995 - October 1995
The Bridge,Inc January 1995 - July 1995
Landmark Group, Inc October 1984 - December 1994
Education
Georgia State University
Bachelor's degree, Social Work
Georgia State University
BS, Urban Life - Social Welfare & Human Resources
Tuskegee University
Fung Yeoh's Reliance Trust Company Experience June 2004 - July 2005
Job Owner, Little Yi Designs
Industry Accounting
Experience
Little Yi Designs 2008 - Present
Reliance Trust Company June 2004 - July 2005
Reliance Trust Company May 2004 - May 2005
Reliance Trust Company May 2003 - May 2004
Reliance Trust Company June 1998 - May 2004
Reliance Trust Company January 1998 - January 1999
Education
Kennesaw State University 2010 — 2011
MBA, Finance concentration
Kennesaw State University - Michael J. Coles College of Business 2010 — 2011
Masters in Business Administration, MBA, Masters in Accounting, MAcc
Kennesaw State University - Michael J. Coles College of Business 2002 — 2004
M.B.A, Finance
The University of Georgia 1995 — 1998
BBA, Finance
University of Georgia - Terry College of Business 1995 — 1998
B.B.A, Finance
MAcc Kennesaw State University
Little Yi Designs 2008 - Present
Reliance Trust Company June 2004 - July 2005
Reliance Trust Company May 2004 - May 2005
Reliance Trust Company May 2003 - May 2004
Reliance Trust Company June 1998 - May 2004
Reliance Trust Company January 1998 - January 1999
Education
Kennesaw State University 2010 — 2011
MBA, Finance concentration
Kennesaw State University - Michael J. Coles College of Business 2010 — 2011
Masters in Business Administration, MBA, Masters in Accounting, MAcc
Kennesaw State University - Michael J. Coles College of Business 2002 — 2004
M.B.A, Finance
The University of Georgia 1995 — 1998
BBA, Finance
University of Georgia - Terry College of Business 1995 — 1998
B.B.A, Finance
MAcc Kennesaw State University
Rosa Scott's Reliance Trust Company Experience January 2006 - October 2008
Job Accountant
Industry Government Administration
Experience
Cherokee County Family & Children Services August 2011 - Present
Cobb County Dept. of Children & Family Services January 2011 - Present
Cherokee County Dept. of Children & Family Services April 2010 - August 2011
Reliance Trust Company January 2006 - October 2008
City of Greer January 1999 - January 2003
BB&T Bank January 1992 - January 1997
Skills
Microsoft Word, Research, PowerPoint, Microsoft Excel, SQL, Accountability, Analytical Skills, Accounts Payable, Customer Service, Integrity, Investment Banking
Education
Strayer University 2010 — 2012
MBA, Accounting
Franklin University 2006 — 2008
BS, Accounting
Webster University 1999 — 2000
MBA, Business Administration
St. Leo University
BA, Business Administration
Cherokee County Family & Children Services August 2011 - Present
Cobb County Dept. of Children & Family Services January 2011 - Present
Cherokee County Dept. of Children & Family Services April 2010 - August 2011
Reliance Trust Company January 2006 - October 2008
City of Greer January 1999 - January 2003
BB&T Bank January 1992 - January 1997
Skills
Microsoft Word, Research, PowerPoint, Microsoft Excel, SQL, Accountability, Analytical Skills, Accounts Payable, Customer Service, Integrity, Investment Banking
Education
Strayer University 2010 — 2012
MBA, Accounting
Franklin University 2006 — 2008
BS, Accounting
Webster University 1999 — 2000
MBA, Business Administration
St. Leo University
BA, Business Administration
Catresha St.Fleur's Reliance Trust Company Experience October 2007 - Present
Job Trust Officer, Client Services Associate at Reliance Trust Company
Industry Financial Services
Experience
Reliance Trust Company October 2007 - Present
IronStone Bank October 2004 - April 2006
The Summit National Bank January 2000 - January 2003
Regions Bank January 1997 - January 2000
Skills
Credit, Financial Services, Trust Services, Qualified Retirement..., Banking, Relationship Management, Sales, Customer Service, Salesforce.com, Highly detail oriented, Multi Tasking, Oral & Written..., Microsoft Office, Analysis, Management, Loans
Education
Georgia State University - J. Mack Robinson College of Business 2003 — 2008
Bachelor of Business Administration (B.B.A.), Finance
Georgia State University - J. Mack Robinson College of Business
Reliance Trust Company October 2007 - Present
IronStone Bank October 2004 - April 2006
The Summit National Bank January 2000 - January 2003
Regions Bank January 1997 - January 2000
Skills
Credit, Financial Services, Trust Services, Qualified Retirement..., Banking, Relationship Management, Sales, Customer Service, Salesforce.com, Highly detail oriented, Multi Tasking, Oral & Written..., Microsoft Office, Analysis, Management, Loans
Education
Georgia State University - J. Mack Robinson College of Business 2003 — 2008
Bachelor of Business Administration (B.B.A.), Finance
Georgia State University - J. Mack Robinson College of Business
Aida Simonyan's Reliance Trust Company Experience June 2013 - Present
Job Trust Officer AVP, CTFA at Reliance Trust Company
Industry Financial Services
Experience
Reliance Trust Company June 2013 - Present
Citi April 2007 - Present
Citi Bank March 2007 - June 2012
GMAC Mortgage Corp April 2006 - March 2007
Countrywide Home Loan October 2005 - April 2006
City National Bank August 1996 - March 2005
City National Bank 1992 - 2004
America International Bank March 1995 - August 1996
City National Bank July 1993 - March 1995
Skills
Wealth Management, Investments, Private Banking, Relationship Management, Financial Advisory, High Net Worth..., Securities, Equities, Loans
Education
Yerevan State University 2004 — 2008
Bachelor of Science, Criminal Law
University of Phoenix 2004 — 2007
Bachelor of Science, Business Management
University of Phoenix 2002 — 2007
Master Degree, Business Management
Pepperdine University 2003 — 2004
Los Angeles City College 1999 — 2001
Associate Degree, Business Administration
Reliance Trust Company June 2013 - Present
Citi April 2007 - Present
Citi Bank March 2007 - June 2012
GMAC Mortgage Corp April 2006 - March 2007
Countrywide Home Loan October 2005 - April 2006
City National Bank August 1996 - March 2005
City National Bank 1992 - 2004
America International Bank March 1995 - August 1996
City National Bank July 1993 - March 1995
Skills
Wealth Management, Investments, Private Banking, Relationship Management, Financial Advisory, High Net Worth..., Securities, Equities, Loans
Education
Yerevan State University 2004 — 2008
Bachelor of Science, Criminal Law
University of Phoenix 2004 — 2007
Bachelor of Science, Business Management
University of Phoenix 2002 — 2007
Master Degree, Business Management
Pepperdine University 2003 — 2004
Los Angeles City College 1999 — 2001
Associate Degree, Business Administration
Agatha Wade's Reliance Trust Company Experience May 2011 - May 2012
Job Attorney at Law
Industry Legal Services
Experience
Reliance Trust Company May 2011 - May 2012
City of San Antonio August 2007 - October 2010
Education
New Mexico Institute of Mining and Technology
The University of Texas at Austin
Bachelor of Arts (BA), Spanish Language and Literature
Reliance Trust Company May 2011 - May 2012
City of San Antonio August 2007 - October 2010
Education
New Mexico Institute of Mining and Technology
The University of Texas at Austin
Bachelor of Arts (BA), Spanish Language and Literature
Jeffrey Mamone's Reliance Trust Company Experience April 2014 - April 2015
Job Digital Product Analyst at SunTrust
Industry Financial Services
Experience
SunTrust April 2015 - Present
FIS July 2014 - April 2015
Reliance Trust Company April 2014 - April 2015
Scottrade July 2013 - April 2014
United China Glass Company January 2009 - November 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Social Media, English, Leadership, Time Management, Windows, Team Leadership, Banking, Finance, Sales, Outlook
Education
Georgia State University 2012 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General, 3.4
Georgia State University 2011 — 2013
Bachelor of Business Administration (B.B.A.), Economics
Auburn University 2011 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General, 3.4
SunTrust April 2015 - Present
FIS July 2014 - April 2015
Reliance Trust Company April 2014 - April 2015
Scottrade July 2013 - April 2014
United China Glass Company January 2009 - November 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Social Media, English, Leadership, Time Management, Windows, Team Leadership, Banking, Finance, Sales, Outlook
Education
Georgia State University 2012 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General, 3.4
Georgia State University 2011 — 2013
Bachelor of Business Administration (B.B.A.), Economics
Auburn University 2011 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General, 3.4
Christopher Rushin's Reliance Trust Company Experience July 2000 - July 2003
Job Change Management Consultant at The CocaCola Company
Industry Food & Beverages
Experience
The Coca-Cola Company February 2015 - Present
Freddie Mac March 2014 - November 2014
Discover Financial Services October 2012 - August 2013
State Farm Insurance May 2011 - October 2012
Alere, Inc. August 2004 - May 2011
Alere, Inc. August 2003 - August 2004
Reliance Trust Company July 2000 - July 2003
Skills
ITIL Certified, Change Management, Release Management, Project Coordination, Communication, HP Service Manager, CA Service Desk, Mercury Quality Center, Cross-functional Team..., Prosci-Certified
Education
Georgia State University 1995 — 1999
Bachelor of Science (B.S.), Psychology
The Coca-Cola Company February 2015 - Present
Freddie Mac March 2014 - November 2014
Discover Financial Services October 2012 - August 2013
State Farm Insurance May 2011 - October 2012
Alere, Inc. August 2004 - May 2011
Alere, Inc. August 2003 - August 2004
Reliance Trust Company July 2000 - July 2003
Skills
ITIL Certified, Change Management, Release Management, Project Coordination, Communication, HP Service Manager, CA Service Desk, Mercury Quality Center, Cross-functional Team..., Prosci-Certified
Education
Georgia State University 1995 — 1999
Bachelor of Science (B.S.), Psychology
Mark Keen, CFP®'s Reliance Trust Company Experience January 2005 - December 2006
Job Partner at Keen & Pocock
Industry Financial Services
Experience
Keen & Pocock January 2013 - Present
Bennett Financial Advisors January 2007 - December 2012
Reliance Trust Company January 2005 - December 2006
The Keen Insight Group July 1996 - December 2004
Skills
Certified Financial..., Registered Investment..., Retirement Planning, Investments, Personal Financial..., Estate Planning, Asset Managment, Wealth Management, Insurance Planning, Income Distribution..., Social Security Planning, Federal Employee..., Financial Planners, Wealth
Education
Georgia State University - J. Mack Robinson College of Business
Bachelor of Science (BS), Finance and Business Administration
Oglethorpe University
CFP® CertficiationCoursework
Keen & Pocock January 2013 - Present
Bennett Financial Advisors January 2007 - December 2012
Reliance Trust Company January 2005 - December 2006
The Keen Insight Group July 1996 - December 2004
Skills
Certified Financial..., Registered Investment..., Retirement Planning, Investments, Personal Financial..., Estate Planning, Asset Managment, Wealth Management, Insurance Planning, Income Distribution..., Social Security Planning, Federal Employee..., Financial Planners, Wealth
Education
Georgia State University - J. Mack Robinson College of Business
Bachelor of Science (BS), Finance and Business Administration
Oglethorpe University
CFP® CertficiationCoursework
Jillian Siress's Reliance Trust Company Experience September 1998 - September 2012
Job Sr VicePresident at Independent Trust Company of America
Industry Banking
Experience
Independent Trust Company of America September 2012 - Present
Reliance Trust Company September 1998 - September 2012
Skills
Credit, Loans, Risk Management, Commercial Banking, Commercial Lending, Credit Analysis, Mortgage Lending, Fixed Income, Financial Analysis, Equities, Investment Banking, Asset Managment, Strategic Planning, Credit Risk, Mergers, Small Business Lending
Education
University of Tennessee-Knoxville 1988 — 1990
Bachelor of Science (BS), Accounting and Business Law
Cleveland State Community College
paralegal, Law
Independent Trust Company of America September 2012 - Present
Reliance Trust Company September 1998 - September 2012
Skills
Credit, Loans, Risk Management, Commercial Banking, Commercial Lending, Credit Analysis, Mortgage Lending, Fixed Income, Financial Analysis, Equities, Investment Banking, Asset Managment, Strategic Planning, Credit Risk, Mergers, Small Business Lending
Education
University of Tennessee-Knoxville 1988 — 1990
Bachelor of Science (BS), Accounting and Business Law
Cleveland State Community College
paralegal, Law
Joy Coleman's Reliance Trust Company Experience 2006 - 2007
Job
Industry Banking
Experience
CBI Group December 2012 - Present
xx June 1996 - November 2012
SunTrust Bank June 1996 - November 2012
Reliance Trust Company 2006 - 2007
Education
Georgia State University 2005 — 2012
CBI Group December 2012 - Present
xx June 1996 - November 2012
SunTrust Bank June 1996 - November 2012
Reliance Trust Company 2006 - 2007
Education
Georgia State University 2005 — 2012
Joy Coleman's Reliance Trust Company Experience 2006 - 2007
Job Client Relation
Industry Public Relations and Communications
Experience
SunTrust Bank 2007 - 2013
Reliance Trust Company 2006 - 2007
SunTrust Bank June 1996 - May 2006
Skills
Customer Service
Education
Georgia State University 2009 — 2011
Graduate certificate
Georgia State University 2002 — 2005
Bachelor of Science (BS)
Georgia Perimeter College 1998 — 2002
Associate of Arts and Sciences (AAS), Business Administration and Management, General
SunTrust Bank 2007 - 2013
Reliance Trust Company 2006 - 2007
SunTrust Bank June 1996 - May 2006
Skills
Customer Service
Education
Georgia State University 2009 — 2011
Graduate certificate
Georgia State University 2002 — 2005
Bachelor of Science (BS)
Georgia Perimeter College 1998 — 2002
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Alexa Teevan's Reliance Trust Company Experience June 2012 - August 2012
Job Credit Risk Analyst at Convergex
Industry Accounting
Experience
Convergex November 2014 - Present
Ericsson June 2013 - July 2013
Reliance Trust Company June 2012 - August 2012
Reliance Trust Company June 2011 - August 2011
Skills
Accounting, Financial Accounting, Microsoft Excel, Financial Analysis, QuickBooks, Microsoft Word, Microsoft Office, PowerPoint, Teamwork, Customer Service
Education
Elon University - Martha and Spencer Love School of Business 2010 — 2014
Bachelor's degree, Accounting
Convergex November 2014 - Present
Ericsson June 2013 - July 2013
Reliance Trust Company June 2012 - August 2012
Reliance Trust Company June 2011 - August 2011
Skills
Accounting, Financial Accounting, Microsoft Excel, Financial Analysis, QuickBooks, Microsoft Word, Microsoft Office, PowerPoint, Teamwork, Customer Service
Education
Elon University - Martha and Spencer Love School of Business 2010 — 2014
Bachelor's degree, Accounting
Jermani Nance's Reliance Trust Company Experience March 2006 - October 2007
Job Management Consulting Professional
Industry Management Consulting
Experience
JN Enterprises LLC October 2007 - Present
JNS Enterprises LLC 2007 - 2012
Reliance Trust Company March 2006 - October 2007
Skills
Real Estate, Finance, Property Management, Marketing
Education
Clark Atlanta University 1999 — 2003
Bachelor of Business Administration (BBA), Finance, General
JN Enterprises LLC October 2007 - Present
JNS Enterprises LLC 2007 - 2012
Reliance Trust Company March 2006 - October 2007
Skills
Real Estate, Finance, Property Management, Marketing
Education
Clark Atlanta University 1999 — 2003
Bachelor of Business Administration (BBA), Finance, General
Meredith Bieske's Reliance Trust Company Experience April 2008 - Present
Job AddVantage Statement Team Lead at Reliance Trust Company
Industry Financial Services
Experience
Reliance Trust Company April 2008 - Present
Skills
Financial Services
Education
Georgia Southern University 1999 — 2004
Reliance Trust Company April 2008 - Present
Skills
Financial Services
Education
Georgia Southern University 1999 — 2004