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
Regina Grinberg Regina Grinberg's Reliance Trust Company Experience May 2014 - December 2014
Job Accountant
Industry Financial Services
Experience
Lennar January 2015 - Present
TMI Trust Management Inc June 2014 - December 2014
Reliance Trust Company May 2014 - December 2014
Northwestern Mutual January 2013 - December 2013
Skills
Accounting, Finance, Financial Analysis, Budgets, Microsoft Excel, Access, Teamwork, Data Analysis, Research, Windows, Time Management, Leadership, Outlook, Customer Service, Fundraising, Russian
Education
The University of Georgia 2010 — 2014
Bachelor's Degree, Finance
University of Georgia - Terry College of Business 2010 — 2014
Bachelor of Arts (B.A.), Finance
University of Oxford 2013 — 2013
Economics
Lennar January 2015 - Present
TMI Trust Management Inc June 2014 - December 2014
Reliance Trust Company May 2014 - December 2014
Northwestern Mutual January 2013 - December 2013
Skills
Accounting, Finance, Financial Analysis, Budgets, Microsoft Excel, Access, Teamwork, Data Analysis, Research, Windows, Time Management, Leadership, Outlook, Customer Service, Fundraising, Russian
Education
The University of Georgia 2010 — 2014
Bachelor's Degree, Finance
University of Georgia - Terry College of Business 2010 — 2014
Bachelor of Arts (B.A.), Finance
University of Oxford 2013 — 2013
Economics
Jessica Stiner Jessica Stiner's Reliance Trust Company Experience July 2013 - April 2015
Job Corporate Actions Specialist at Reliance Trust Company
Industry Financial Services
Experience
Intercontinental Exchange May 2015 - Present
Reliance Trust Company July 2013 - April 2015
Skills
Securities, Account Reconciliation, Mutual Funds, Investments, Internal Audit, Financial Analysis, SharePoint, Corporate Actions, Documentation, Microsoft Excel
Education
The University of Georgia 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Intercontinental Exchange May 2015 - Present
Reliance Trust Company July 2013 - April 2015
Skills
Securities, Account Reconciliation, Mutual Funds, Investments, Internal Audit, Financial Analysis, SharePoint, Corporate Actions, Documentation, Microsoft Excel
Education
The University of Georgia 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Elliot Robbins Elliot Robbins's Reliance Trust Company Experience September 2009 - July 2013
Job Director of Trust Services, Arlington Family Offices
Industry Financial Services
Experience
Arlington Family Offices July 2013 - Present
Reliance Trust Company September 2009 - July 2013
Reliance Trust Company July 2007 - September 2009
Skills
Trust Services, Relationship Management, Outsourcing, Business Development, Consulting, Investments, Wealth Management
Education
University of Georgia - Terry College of Business 1998 — 2002
Bachelor of Business Administration (BBA), Risk Management & Insurance
Arlington Family Offices July 2013 - Present
Reliance Trust Company September 2009 - July 2013
Reliance Trust Company July 2007 - September 2009
Skills
Trust Services, Relationship Management, Outsourcing, Business Development, Consulting, Investments, Wealth Management
Education
University of Georgia - Terry College of Business 1998 — 2002
Bachelor of Business Administration (BBA), Risk Management & Insurance
Dorothy McIntyre Dorothy McIntyre's Reliance Trust Company Experience January 2013 - May 2013
Job Department of Army Medical Support Assistant
Industry Military
Experience
Auburn University November 2013 - Present
Reliance Trust Company January 2013 - May 2013
Department of Defense European Education Activities February 2012 - January 2013
Diversified Techinical Services Inc (DTSI) May 2010 - April 2011
El Paso Independent School District February 2010 - April 2011
Skills
Higher Education, Teaching, Research, Curriculum Development, Event Planning, Public Speaking, Community Outreach, Microsoft Excel, Editing, PowerPoint, Curriculum Design, Social Media, Grant Writing, Data Analysis, Staff Development, Nonprofits, Microsoft Office, Project Management, Microsoft Word, Paralegals, Legal Research, Legal Documents, Legal Writing, Legal Assistants, Customer Service, Training, Management
Education
University of Florida 2005 — 2008
Bachelor's degree (B.S), Economics & Business Management
Santa Fe Community College 2001 — 2003
Associate of Arts (A.A.), Ecomonics
Gainesville High School 1994 — 1997
High School Diploma
Auburn University November 2013 - Present
Reliance Trust Company January 2013 - May 2013
Department of Defense European Education Activities February 2012 - January 2013
Diversified Techinical Services Inc (DTSI) May 2010 - April 2011
El Paso Independent School District February 2010 - April 2011
Skills
Higher Education, Teaching, Research, Curriculum Development, Event Planning, Public Speaking, Community Outreach, Microsoft Excel, Editing, PowerPoint, Curriculum Design, Social Media, Grant Writing, Data Analysis, Staff Development, Nonprofits, Microsoft Office, Project Management, Microsoft Word, Paralegals, Legal Research, Legal Documents, Legal Writing, Legal Assistants, Customer Service, Training, Management
Education
University of Florida 2005 — 2008
Bachelor's degree (B.S), Economics & Business Management
Santa Fe Community College 2001 — 2003
Associate of Arts (A.A.), Ecomonics
Gainesville High School 1994 — 1997
High School Diploma
Peggy Scott, CFP® Peggy Scott, CFP®'s Reliance Trust Company Experience December 2007 - December 2009
Job Senior Vice PresidentSouthern Regional Sales Manager BB&T Retirement and Institutional Services at BB&T
Industry Financial Services
Experience
BB&T November 2014 - Present
BB&T March 2013 - November 2014
SunTrust Bank March 2010 - March 2013
Reliance Trust Company December 2007 - December 2009
SunTrust Bank January 1992 - January 2007
SunTrust Bank June 2004 - July 2005
SunTrust Bank January 1995 - January 1999
SunTrust Bank January 1994 - January 1995
SunTrust Bank January 1992 - January 1994
ENTERPRISE CAPITAL MANAGEMENT, (Subsidiary of Mutual of January 1991 - January 1992
Skills
Employee Benefits, Banking, Asset Allocation, Portfolio Management, Investments, Retirement Planning, Wealth Management, Strategy, Finance, Series 7, Mutual Funds, 401k, Estate Planning, Retirement, Insurance, Financial Services, Management, Loans, Investment Management, Credit, Investment Advisory, Series 63, Securities, Wealth, Financial Advisory, Wealth Management..., Asset Management, Strategic Financial..., Investment Strategies, Pensions
Education
Georgia State University - J. Mack Robinson College of Business 1991 — 1995
MBA, Finance
University of Central Florida - College of Business Administration 1988 — 1989
BSBA, Finance
JAHS
BB&T November 2014 - Present
BB&T March 2013 - November 2014
SunTrust Bank March 2010 - March 2013
Reliance Trust Company December 2007 - December 2009
SunTrust Bank January 1992 - January 2007
SunTrust Bank June 2004 - July 2005
SunTrust Bank January 1995 - January 1999
SunTrust Bank January 1994 - January 1995
SunTrust Bank January 1992 - January 1994
ENTERPRISE CAPITAL MANAGEMENT, (Subsidiary of Mutual of January 1991 - January 1992
Skills
Employee Benefits, Banking, Asset Allocation, Portfolio Management, Investments, Retirement Planning, Wealth Management, Strategy, Finance, Series 7, Mutual Funds, 401k, Estate Planning, Retirement, Insurance, Financial Services, Management, Loans, Investment Management, Credit, Investment Advisory, Series 63, Securities, Wealth, Financial Advisory, Wealth Management..., Asset Management, Strategic Financial..., Investment Strategies, Pensions
Education
Georgia State University - J. Mack Robinson College of Business 1991 — 1995
MBA, Finance
University of Central Florida - College of Business Administration 1988 — 1989
BSBA, Finance
JAHS
Jucinta Worthy Jucinta Worthy's Reliance Trust Company Experience March 2006 - June 2007
Job Engineering Standards Coordinator at Marshalls DC
Industry Financial Services
Experience
Marshalls Distribution Center August 2010 - Present
Avon June 2009 - January 2010
The Bank of New York October 2007 - August 2008
Reliance Trust Company March 2006 - June 2007
Reliance Trust Company December 2005 - March 2006
Jim Ellis Porsche November 2004 - December 2005
Jim Ellis Audi March 2005 - August 2005
Tuskegee University August 2002 - May 2004
Skills
Customer Service, Accounting, Accounts Payable, Auditing, CRM, Finance, Financial Analysis, Leadership, Management, Marketing Strategy, Microsoft Excel, Microsoft Office, Nonprofits, PowerPoint, Process Improvement, Program Management, Project Management, Public Speaking, Sales, Software Documentation, Strategic Planning, Team Leadership, Time Management, Training
Education
American Intercontinental University 2005 — 2006
Master, Business Administration, Concentrations in Finance & Accounting
Tuskegee University 1999 — 2004
Bachelor of Science, Business Management
Marshalls Distribution Center August 2010 - Present
Avon June 2009 - January 2010
The Bank of New York October 2007 - August 2008
Reliance Trust Company March 2006 - June 2007
Reliance Trust Company December 2005 - March 2006
Jim Ellis Porsche November 2004 - December 2005
Jim Ellis Audi March 2005 - August 2005
Tuskegee University August 2002 - May 2004
Skills
Customer Service, Accounting, Accounts Payable, Auditing, CRM, Finance, Financial Analysis, Leadership, Management, Marketing Strategy, Microsoft Excel, Microsoft Office, Nonprofits, PowerPoint, Process Improvement, Program Management, Project Management, Public Speaking, Sales, Software Documentation, Strategic Planning, Team Leadership, Time Management, Training
Education
American Intercontinental University 2005 — 2006
Master, Business Administration, Concentrations in Finance & Accounting
Tuskegee University 1999 — 2004
Bachelor of Science, Business Management
Steven Phillippi Steven Phillippi's Reliance Trust Company Experience 2009 - 2010
Job Financial Services Professional
Industry Financial Services
Experience
Reliance Trust Company 2009 - 2010
Wells Fargo Advisors 1998 - 2009
SunTrust Bank 1996 - 1997
Wells Fargo 1995 - 1996
Bank of America 1993 - 1995
Bank of America 1991 - 1993
Skills
Financial Advisory, Estate Planning, Investments, Wealth Management, Insurance, Trusts, Finance, Banking
Education
Texas A&M University
BS, Sociology
Reliance Trust Company 2009 - 2010
Wells Fargo Advisors 1998 - 2009
SunTrust Bank 1996 - 1997
Wells Fargo 1995 - 1996
Bank of America 1993 - 1995
Bank of America 1991 - 1993
Skills
Financial Advisory, Estate Planning, Investments, Wealth Management, Insurance, Trusts, Finance, Banking
Education
Texas A&M University
BS, Sociology
Harris Lowe, CFP® Harris Lowe, CFP®'s Reliance Trust Company Experience January 2003 - March 2011
Job at SunTrust Bank
Industry Financial Services
Experience
SunTrust Bank March 2011 - Present
Reliance Trust Company January 2003 - March 2011
PriceWaterhouseCoopers January 2001 - April 2002
Action Directe August 1999 - December 2000
Wavo May 1999 - August 1999
Reliance Trust Company September 1994 - June 1997
Skills
Wealth Management, Portfolio Management, Strategic Financial..., Banking, Strategy, Financial Advisory, Asset Managment, Wealth Management..., Financial Services, Finance, Corporate Finance, Trading, Asset Management, Financial Planning, Asset Allocation, Valuation, Financial Modeling, Capital Markets
Education
University of Georgia - Terry College of Business 2007 — 2008
Financial Planning course study
Thunderbird School of Global Management 1997 — 1999
International MBA, Finance, Latin America
Universidad de Guadalajara 1998 — 1998
Latin American Business Studies
Sewanee-The University of the South 1990 — 1994
BA, History
University of Oxford 1992 — 1992
History, English
Shorecrest 1977 — 1990
SunTrust Bank March 2011 - Present
Reliance Trust Company January 2003 - March 2011
PriceWaterhouseCoopers January 2001 - April 2002
Action Directe August 1999 - December 2000
Wavo May 1999 - August 1999
Reliance Trust Company September 1994 - June 1997
Skills
Wealth Management, Portfolio Management, Strategic Financial..., Banking, Strategy, Financial Advisory, Asset Managment, Wealth Management..., Financial Services, Finance, Corporate Finance, Trading, Asset Management, Financial Planning, Asset Allocation, Valuation, Financial Modeling, Capital Markets
Education
University of Georgia - Terry College of Business 2007 — 2008
Financial Planning course study
Thunderbird School of Global Management 1997 — 1999
International MBA, Finance, Latin America
Universidad de Guadalajara 1998 — 1998
Latin American Business Studies
Sewanee-The University of the South 1990 — 1994
BA, History
University of Oxford 1992 — 1992
History, English
Shorecrest 1977 — 1990
Amy Falcone Amy Falcone's Reliance Trust Company Experience July 2013 - October 2014
Job Trust Administrator
Industry Financial Services
Experience
Brandywine Trust Company October 2014 - Present
Reliance Trust Company July 2013 - October 2014
Wells Fargo Delaware Trust Company, N.A. August 2008 - June 2013
Cargill October 2007 - May 2008
Garrison Law Office June 2007 - August 2007
THE CENTER FOUNDATION June 2007 - August 2007
Skills
Microsoft Office, Outlook, Business Objects, Excellent..., Ideal relationship..., Ability to prioritize..., Aptitude to work..., Acute attention to..., Relationship Management
Education
Shippensburg University of Pennsylvania 2004 — 2008
BS, Journalism
Brandywine Trust Company October 2014 - Present
Reliance Trust Company July 2013 - October 2014
Wells Fargo Delaware Trust Company, N.A. August 2008 - June 2013
Cargill October 2007 - May 2008
Garrison Law Office June 2007 - August 2007
THE CENTER FOUNDATION June 2007 - August 2007
Skills
Microsoft Office, Outlook, Business Objects, Excellent..., Ideal relationship..., Ability to prioritize..., Aptitude to work..., Acute attention to..., Relationship Management
Education
Shippensburg University of Pennsylvania 2004 — 2008
BS, Journalism
Brian Wages Brian Wages's Reliance Trust Company Experience June 2009 - February 2011
Job Project Manager at McMillian & Associates, Inc.
Industry Accounting
Experience
McMillian & Associates, Inc. April 2012 - Present
McMillian & Associates, Inc. February 2011 - April 2012
Reliance Trust Company June 2009 - February 2011
Reliance Trust Company March 2008 - June 2009
Reliance Trust Company June 2007 - June 2008
Reliance Trust Company May 2006 - June 2007
Reliance Trust Company December 2005 - May 2006
Skills
Customer Service, Real Estate, Investments, Sales, Financial Services, Project Management, Start-ups, Analysis, Credit, Management, Business Development, Banking, Leadership, Strategic Planning, Team Building
Education
The University of Georgia 2001 — 2005
Bachelor of Science (BS), Business Administration and Management, General
McMillian & Associates, Inc. April 2012 - Present
McMillian & Associates, Inc. February 2011 - April 2012
Reliance Trust Company June 2009 - February 2011
Reliance Trust Company March 2008 - June 2009
Reliance Trust Company June 2007 - June 2008
Reliance Trust Company May 2006 - June 2007
Reliance Trust Company December 2005 - May 2006
Skills
Customer Service, Real Estate, Investments, Sales, Financial Services, Project Management, Start-ups, Analysis, Credit, Management, Business Development, Banking, Leadership, Strategic Planning, Team Building
Education
The University of Georgia 2001 — 2005
Bachelor of Science (BS), Business Administration and Management, General
Kurt Tesh's Reliance Trust Company Experience April 1996 - June 1997
Job Due Diligence Officer at Kalos Financial
Industry Financial Services
Experience
Kalos Financial November 2013 - Present
Clarity Finance 2004 - October 2013
RogersCasey 1998 - 2004
Creative Financial Group October 1997 - March 1998
Reliance Trust Company April 1996 - June 1997
Financial Service Corp. 1990 - 1996
Skills
Portfolio Management, Asset Management, Investments, Alternative Investments, Asset Managment, Real Estate, Oil/Gas, Due Diligence, Mutual Funds, Asset Allocation, Finance, Management, Private Equity, Investment Strategies, Hedge Funds, Investment Management, Equities, Investment Advisory, Capital Markets, Series 7
Education
Stetson University 1980 — 1984
BBA, Finance, Marketing
Winter Haven High 1977 — 1980
Kalos Financial November 2013 - Present
Clarity Finance 2004 - October 2013
RogersCasey 1998 - 2004
Creative Financial Group October 1997 - March 1998
Reliance Trust Company April 1996 - June 1997
Financial Service Corp. 1990 - 1996
Skills
Portfolio Management, Asset Management, Investments, Alternative Investments, Asset Managment, Real Estate, Oil/Gas, Due Diligence, Mutual Funds, Asset Allocation, Finance, Management, Private Equity, Investment Strategies, Hedge Funds, Investment Management, Equities, Investment Advisory, Capital Markets, Series 7
Education
Stetson University 1980 — 1984
BBA, Finance, Marketing
Winter Haven High 1977 — 1980
Parker Jackson Parker Jackson's Reliance Trust Company Experience August 2005 - November 2007
Job Regional Account Manager at Contact at Once!, a LivePerson company
Industry Financial Services
Experience
Contact at Once!, a LivePerson company January 2015 - Present
Contact At Once!, a LivePerson company June 2014 - January 2015
DK Realty LLC July 2012 - August 2013
WRS Benefits March 2010 - July 2011
Northwestern Mutual April 2009 - April 2010
Reliance Trust Company August 2005 - November 2007
Reliance Trust Company September 2003 - August 2005
Gainesville Bank & Trust January 1998 - August 2003
Reliance Trust Company April 1993 - January 1998
Skills
Investments, Portfolio Management, Banking, Project Management, Strategy, Mutual Funds, Securities, Finance, Financial Services, Training, Management, Equities, Leadership, Insurance, Analysis, Forecasting, Budgets, Team Building, Accounting, Project Finance, Business Analysis, CRM
Education
Cannon Financial Institute 1996 — 2000
Cannon Personal Trust School and Graduate School
Presbyterian College 1984 — 1988
BS, Business Administration
Contact at Once!, a LivePerson company January 2015 - Present
Contact At Once!, a LivePerson company June 2014 - January 2015
DK Realty LLC July 2012 - August 2013
WRS Benefits March 2010 - July 2011
Northwestern Mutual April 2009 - April 2010
Reliance Trust Company August 2005 - November 2007
Reliance Trust Company September 2003 - August 2005
Gainesville Bank & Trust January 1998 - August 2003
Reliance Trust Company April 1993 - January 1998
Skills
Investments, Portfolio Management, Banking, Project Management, Strategy, Mutual Funds, Securities, Finance, Financial Services, Training, Management, Equities, Leadership, Insurance, Analysis, Forecasting, Budgets, Team Building, Accounting, Project Finance, Business Analysis, CRM
Education
Cannon Financial Institute 1996 — 2000
Cannon Personal Trust School and Graduate School
Presbyterian College 1984 — 1988
BS, Business Administration
Richard Britzius, J.D. Richard Britzius, J.D.'s Reliance Trust Company Experience January 2008 - May 2012
Job WM Sr. Trust AdministratorTangible Personal Property Specialist at Wells Fargo
Industry Financial Services
Experience
Wells Fargo May 2013 - Present
Reliance Trust Company January 2008 - May 2012
Bank of America March 2003 - January 2008
Prudential Savings Bank, FSB May 2000 - March 2003
Wachovia Bank, N.A. November 1990 - May 2000
Skills
Trust Management, Trust Services, Wealth Management, Investment Management, Estate Planning, Asset Allocation, Investments, Asset Managment, Strategic Financial..., Portfolio Management, Risk Management, Philanthropy, Charitable Trusts, Revocable Trusts, Multi-generational..., Document Review, Estate Tax Planning, Loans, Mutual Funds, Securities, High Net Worth..., Wealth Management..., Investment Advisory, Financial Advisory, Trusts, Alternative Investments, Insurance, Financial Services, Asset Management, Personal Trust...
Education
University of Arizona, James E. Rogers College of Law 1978 — 1981
Doctor of Law (J.D.), Law
The University of South Dakota 1973 — 1977
B.S.B.Ad., Accounting
Wells Fargo May 2013 - Present
Reliance Trust Company January 2008 - May 2012
Bank of America March 2003 - January 2008
Prudential Savings Bank, FSB May 2000 - March 2003
Wachovia Bank, N.A. November 1990 - May 2000
Skills
Trust Management, Trust Services, Wealth Management, Investment Management, Estate Planning, Asset Allocation, Investments, Asset Managment, Strategic Financial..., Portfolio Management, Risk Management, Philanthropy, Charitable Trusts, Revocable Trusts, Multi-generational..., Document Review, Estate Tax Planning, Loans, Mutual Funds, Securities, High Net Worth..., Wealth Management..., Investment Advisory, Financial Advisory, Trusts, Alternative Investments, Insurance, Financial Services, Asset Management, Personal Trust...
Education
University of Arizona, James E. Rogers College of Law 1978 — 1981
Doctor of Law (J.D.), Law
The University of South Dakota 1973 — 1977
B.S.B.Ad., Accounting
Donald Taylor Donald Taylor's Reliance Trust Company Experience January 2006 - March 2007
Job Associate at HIG Capital
Industry Venture Capital & Private Equity
Experience
HIG Capital March 2007 - Present
Reliance Trust Company January 2006 - March 2007
Charles Schwab May 2000 - September 2005
Skills
Asset Management, Investments, Private Equity, Finance, Hedge Funds, Alternative Investments, Asset Managment, Equities, Financial Modeling, Mutual Funds, Valuation, Mergers, Investment Strategies, Capital Markets, Portfolio Management, Venture Capital, Due Diligence, Investment Banking, Corporate Finance, Funding, Emerging Markets, Financial Advisory, Fixed Income, Real Estate, Equity Research, Investor Relations, Start-ups, Acquisitions, Mergers & Acquisitions, Entrepreneurship, Capital, IPO, Structured Finance, Leveraged Finance, LBO, Financial Structuring, Derivatives, DCF, Deal Sourcing, Executive Management, Financial Services, Private Placements, Business Strategy, Debt Restructuring, Equity Valuation, Project Finance, Financial Analysis, Corporate Development, Investment Advisory, Business Valuation
Education
The University of New Mexico 1990 — 1998
Finance, General
HIG Capital March 2007 - Present
Reliance Trust Company January 2006 - March 2007
Charles Schwab May 2000 - September 2005
Skills
Asset Management, Investments, Private Equity, Finance, Hedge Funds, Alternative Investments, Asset Managment, Equities, Financial Modeling, Mutual Funds, Valuation, Mergers, Investment Strategies, Capital Markets, Portfolio Management, Venture Capital, Due Diligence, Investment Banking, Corporate Finance, Funding, Emerging Markets, Financial Advisory, Fixed Income, Real Estate, Equity Research, Investor Relations, Start-ups, Acquisitions, Mergers & Acquisitions, Entrepreneurship, Capital, IPO, Structured Finance, Leveraged Finance, LBO, Financial Structuring, Derivatives, DCF, Deal Sourcing, Executive Management, Financial Services, Private Placements, Business Strategy, Debt Restructuring, Equity Valuation, Project Finance, Financial Analysis, Corporate Development, Investment Advisory, Business Valuation
Education
The University of New Mexico 1990 — 1998
Finance, General
Korina Edwards Korina Edwards's Reliance Trust Company Experience March 1999 - October 2004
Job Schwab Institutional Sales Relationship Manager
Industry Financial Services
Experience
Charles Schwab June 2006 - Present
Charles Schwab Investment Management December 2005 - June 2006
Union Bank of California March 2005 - December 2005
Reliance Trust Company March 1999 - October 2004
Reliance Trust Company March 1999 - July 2004
Skills
Miller Heiman, Series 7, Series 63, Consultative Approach, Business Relationship..., Strategic Planning, RIAs, Solution Selling, Trusted Advisor, Negotiation, Relationship Management, Securities, Retirement Planning, Investments
Education
University of Pretoria/Universiteit van Pretoria 2012 — 2015
Programme for Management Development
Cape Wine Academy 2012 — 2014
Cannon Trust School - Pepperdine University Campus 2003 — 2003
The University of Texas at El Paso 1990 — 1995
BA
The University of Texas at El Paso 1990 — 1995
BA
The University of Texas at El Paso 1990 — 1995
BS
Charles Schwab June 2006 - Present
Charles Schwab Investment Management December 2005 - June 2006
Union Bank of California March 2005 - December 2005
Reliance Trust Company March 1999 - October 2004
Reliance Trust Company March 1999 - July 2004
Skills
Miller Heiman, Series 7, Series 63, Consultative Approach, Business Relationship..., Strategic Planning, RIAs, Solution Selling, Trusted Advisor, Negotiation, Relationship Management, Securities, Retirement Planning, Investments
Education
University of Pretoria/Universiteit van Pretoria 2012 — 2015
Programme for Management Development
Cape Wine Academy 2012 — 2014
Cannon Trust School - Pepperdine University Campus 2003 — 2003
The University of Texas at El Paso 1990 — 1995
BA
The University of Texas at El Paso 1990 — 1995
BA
The University of Texas at El Paso 1990 — 1995
BS
Ginger Danaher Ginger Danaher's Reliance Trust Company Experience February 2004 - February 2005
Job Financial Manager at MIKEL, Inc.
Industry Defense & Space
Experience
MIKEL, Inc. November 2013 - Present
KMS Solutions, LLC February 2012 - November 2013
KMS Solutions, LLC August 2011 - February 2012
ASFT May 2008 - February 2011
Concentrics Restaurants August 2002 - May 2008
Reliance Trust Company February 2004 - February 2005
Skills
Contract Negotiation, QuickBooks, Deltek, Budgets, Government, Analysis, DoD, Microsoft Office, Program Management, Government Procurement, Pricing, Defense, Security Clearance, Finance, FAR, Accounting, Auditing
Education
The George Washington University ESI International 2008 — 2010
Masters Certification, Government Contracting
University of Georgia - Terry College of Business 1998 — 2002
BBA, Finance and Concentration in Law
MIKEL, Inc. November 2013 - Present
KMS Solutions, LLC February 2012 - November 2013
KMS Solutions, LLC August 2011 - February 2012
ASFT May 2008 - February 2011
Concentrics Restaurants August 2002 - May 2008
Reliance Trust Company February 2004 - February 2005
Skills
Contract Negotiation, QuickBooks, Deltek, Budgets, Government, Analysis, DoD, Microsoft Office, Program Management, Government Procurement, Pricing, Defense, Security Clearance, Finance, FAR, Accounting, Auditing
Education
The George Washington University ESI International 2008 — 2010
Masters Certification, Government Contracting
University of Georgia - Terry College of Business 1998 — 2002
BBA, Finance and Concentration in Law
Rolando Torres Rolando Torres's Reliance Trust Company Experience April 2006 - September 2007
Job Dedication & Committed
Industry Information Technology and Services
Experience
Fidelity Information Systems September 2008 - Present
Reliance Trust Company April 2006 - September 2007
Assurant Solutions March 2005 - April 2006
Skylight Financial March 2003 - August 2004
SunGard Asset Management Systems July 1997 - November 2002
Banco Santander Puerto Rico September 1991 - July 1997
Banco Popular of Puerto Rico / Trust Division January 1988 - September 1991
Skills
Accounting, Project Management, Access, Account Reconciliation, Process Improvement, Financial Services, Business Analysis, Financial Analysis, Banking, 401k, Cash Management, Strategic Planning, Risk Management, Financial Reporting, Securities, Training, Security
Education
University of Puerto Rico 1975 — 1978
Bachelor
University of Puerto Rico 1975 — 1978
Bachelor of Business Administration (BBA)
Fidelity Information Systems September 2008 - Present
Reliance Trust Company April 2006 - September 2007
Assurant Solutions March 2005 - April 2006
Skylight Financial March 2003 - August 2004
SunGard Asset Management Systems July 1997 - November 2002
Banco Santander Puerto Rico September 1991 - July 1997
Banco Popular of Puerto Rico / Trust Division January 1988 - September 1991
Skills
Accounting, Project Management, Access, Account Reconciliation, Process Improvement, Financial Services, Business Analysis, Financial Analysis, Banking, 401k, Cash Management, Strategic Planning, Risk Management, Financial Reporting, Securities, Training, Security
Education
University of Puerto Rico 1975 — 1978
Bachelor
University of Puerto Rico 1975 — 1978
Bachelor of Business Administration (BBA)
Terri Keith Terri Keith's Reliance Trust Company Experience 1995 - 1999
Job Account Executive at CT Corporation
Industry Legal Services
Experience
CT Corporation Wolters Kluwer Corporate Legal Services August 2010 - Present
Wells Real Estate Funds October 2009 - April 2010
First American Title Insurance Company July 2007 - July 2009
Wells Real Estate Funds October 2002 - July 2007
Reliance Trust Company 1995 - 1999
Skills
Real Estate, Business Services, Real Estate Transactions, Due Diligence, Disposition, Real Estate Economics, Investments, Contract Negotiation, Property Management, Asset Managment, Commercial Real Estate, Investment Properties, Mergers, Real Estate Development, Selling, Business Development, Corporate Law, Marketing, Asset Management, Management, Strategic Partnerships, Mergers & Acquisitions, Sales, Leadership, Loans, Budgets, Finance, Negotiation, Acquisitions, Leases, Property, Securities, Real Estate Financing, Landlords, Corporate Governance, Portfolio Management, Financial Services, CRM, Corporate Real Estate, Brokerage, Lease Negotiations, Salesforce.com, Dispositions
Education
University of Richmond
CT Corporation Wolters Kluwer Corporate Legal Services August 2010 - Present
Wells Real Estate Funds October 2009 - April 2010
First American Title Insurance Company July 2007 - July 2009
Wells Real Estate Funds October 2002 - July 2007
Reliance Trust Company 1995 - 1999
Skills
Real Estate, Business Services, Real Estate Transactions, Due Diligence, Disposition, Real Estate Economics, Investments, Contract Negotiation, Property Management, Asset Managment, Commercial Real Estate, Investment Properties, Mergers, Real Estate Development, Selling, Business Development, Corporate Law, Marketing, Asset Management, Management, Strategic Partnerships, Mergers & Acquisitions, Sales, Leadership, Loans, Budgets, Finance, Negotiation, Acquisitions, Leases, Property, Securities, Real Estate Financing, Landlords, Corporate Governance, Portfolio Management, Financial Services, CRM, Corporate Real Estate, Brokerage, Lease Negotiations, Salesforce.com, Dispositions
Education
University of Richmond
Julio C Lora's Reliance Trust Company Experience July 2006 - August 2008
Job Senior Safekeeping Operations Rep. at Federal Home Loan Bank of Atlanta
Industry Banking
Experience
Federal Home Loan Bank of Atlanta August 2013 - Present
CBI Group onsite at SunTrust Bank December 2012 - July 2013
SunTrust Bank August 2008 - November 2012
Reliance Trust Company July 2006 - August 2008
Skills
Cash, Securities, Settlement, Accounting, Account Reconciliation, Cash Management, Financial Services, Risk Management, Banking, Access, Internal Audit, Business Analysis, Financial Analysis, Process Improvement, Capital Markets, Bloomberg, Credit, Management, Corporate Actions, Investments, Treasury Management, Portfolio Management, SDLC, Sales, Mutual Funds, Wealth Management, Vendor Management, Fixed Income, Bonds, Business Process..., Payments, Software Documentation, Trading, Analysis, Customer Service
Education
Universidad Metropolitana 1984 — 1990
•B.A., Business Administration, Business Administration and Management, General
Federal Home Loan Bank of Atlanta August 2013 - Present
CBI Group onsite at SunTrust Bank December 2012 - July 2013
SunTrust Bank August 2008 - November 2012
Reliance Trust Company July 2006 - August 2008
Skills
Cash, Securities, Settlement, Accounting, Account Reconciliation, Cash Management, Financial Services, Risk Management, Banking, Access, Internal Audit, Business Analysis, Financial Analysis, Process Improvement, Capital Markets, Bloomberg, Credit, Management, Corporate Actions, Investments, Treasury Management, Portfolio Management, SDLC, Sales, Mutual Funds, Wealth Management, Vendor Management, Fixed Income, Bonds, Business Process..., Payments, Software Documentation, Trading, Analysis, Customer Service
Education
Universidad Metropolitana 1984 — 1990
•B.A., Business Administration, Business Administration and Management, General
Nicole Mendez Young, MBA's Reliance Trust Company Experience 2006 - 2007
Job Licensed Esthetician & Cosmetic Laser Practitioner
Industry Medical Practice
Experience
Julian's Cosmetics + Skincare June 2013 - February 2014
Dermalogica 2011 - 2013
International Dermal Institute 2011 - 2013
Derma-Luxe Custom Skin Care 2011 - 2011
BLUE MedSpa 2009 - 2011
Reliance Trust Company 2006 - 2007
The State of Georgia-Teachers Retirement System 2005 - 2006
Aon Hewitt 2002 - 2005
Align360, LLC 2000 - 2001
Skills
Skin Care, Facials, Skin Analysis, Chemical Peels, Microdermabrasion, Laser Hair Removal, Classroom Instruction, Hands-on Training, Body Treatments, Acne, Sensitive Skin, Aging Skin, Hyperpigmentation, Event Planning, Retail Sales, Visual Merchandising, Spa, Back Treatments, Speed Waxing, Waxing, Aesthetics, Reflexology, Skin, Building Relationships, Customer Service, Customer Retention, Staff Development, Beauty Industry, Sales, Cosmetics, Problem Solving, Wellness, Training, Makeup Artistry, Salons, Retail, Skin Care Products, Product Knowledge
Education
The Elaine Sterling Institute of Esthetics 2008 — 2009
Diploma, Esthetics
Stetson University 1997 — 2000
Master of Business Administration, Finance
Stetson University 1993 — 1997
Bachelor of Science, Mathematics
Julian's Cosmetics + Skincare June 2013 - February 2014
Dermalogica 2011 - 2013
International Dermal Institute 2011 - 2013
Derma-Luxe Custom Skin Care 2011 - 2011
BLUE MedSpa 2009 - 2011
Reliance Trust Company 2006 - 2007
The State of Georgia-Teachers Retirement System 2005 - 2006
Aon Hewitt 2002 - 2005
Align360, LLC 2000 - 2001
Skills
Skin Care, Facials, Skin Analysis, Chemical Peels, Microdermabrasion, Laser Hair Removal, Classroom Instruction, Hands-on Training, Body Treatments, Acne, Sensitive Skin, Aging Skin, Hyperpigmentation, Event Planning, Retail Sales, Visual Merchandising, Spa, Back Treatments, Speed Waxing, Waxing, Aesthetics, Reflexology, Skin, Building Relationships, Customer Service, Customer Retention, Staff Development, Beauty Industry, Sales, Cosmetics, Problem Solving, Wellness, Training, Makeup Artistry, Salons, Retail, Skin Care Products, Product Knowledge
Education
The Elaine Sterling Institute of Esthetics 2008 — 2009
Diploma, Esthetics
Stetson University 1997 — 2000
Master of Business Administration, Finance
Stetson University 1993 — 1997
Bachelor of Science, Mathematics
Jerome Nicholson's Reliance Trust Company Experience February 1995 - August 2012
Job Financial Services Professional
Industry Financial Services
Experience
The Home Depot January 2013 - December 2013
Reliance Trust Company February 1995 - August 2012
Skills
Financial Services, Relationship Management, Sales, Mutual Funds, Salesforce.com, Wealth Management, Investments, Asset Allocation, Management
Education
Rider University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
The Home Depot January 2013 - December 2013
Reliance Trust Company February 1995 - August 2012
Skills
Financial Services, Relationship Management, Sales, Mutual Funds, Salesforce.com, Wealth Management, Investments, Asset Allocation, Management
Education
Rider University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Lara RiCharde's Reliance Trust Company Experience 2002 - Present
Job Vice President
Industry Financial Services
Experience
Reliance Trust Company 2002 - Present
Skills
Mutual Funds, Retirement, 401k, Defined Benefit, Pensions, Asset Managment, Financial Services
Education
University of Central Florida 1998 — 2002
B.A., Finance
Reliance Trust Company 2002 - Present
Skills
Mutual Funds, Retirement, 401k, Defined Benefit, Pensions, Asset Managment, Financial Services
Education
University of Central Florida 1998 — 2002
B.A., Finance
Ariel Vidal Ariel Vidal's Reliance Trust Company Experience April 2014 - September 2014
Job Income specialist at FIS
Industry Banking
Experience
FIS - Fidelity Information Services September 2014 - Present
Reliance Trust Company April 2014 - September 2014
Georgia Power Company March 2013 - December 2013
T-Mobile June 2010 - March 2012
AXA Advisors August 2010 - December 2010
Skills
Spanish-speaking, Microsoft Office, Leadership, Project Management, Photoshop, Direct Sales, Quotas, Event Planning
Education
Syracuse University - Maxwell School of Citizenship and Public Affairs 2006 — 2011
Bachelor of Science (B.Sc.), Economics
Syracuse University 2005 — 2011
Bachelor of Science (B.Sc.), Mathematics
FIS - Fidelity Information Services September 2014 - Present
Reliance Trust Company April 2014 - September 2014
Georgia Power Company March 2013 - December 2013
T-Mobile June 2010 - March 2012
AXA Advisors August 2010 - December 2010
Skills
Spanish-speaking, Microsoft Office, Leadership, Project Management, Photoshop, Direct Sales, Quotas, Event Planning
Education
Syracuse University - Maxwell School of Citizenship and Public Affairs 2006 — 2011
Bachelor of Science (B.Sc.), Economics
Syracuse University 2005 — 2011
Bachelor of Science (B.Sc.), Mathematics
McCoy Penninger, CFA's Reliance Trust Company Experience July 2006 - May 2007
Job Vice President Portfolio Manager at McGinn Investment Management
Industry Investment Management
Experience
McGinn Investment Management October 2014 - Present
McGinn Investment Management June 2010 - October 2014
Morgan Stanley June 2007 - September 2008
Reliance Trust Company July 2006 - May 2007
Skills
Portfolio Management, Equities, Valuation, Industry Analysis, Financial Modeling, Financial Analysis, Asset Management, Asset Managment, Equity Valuation, Investments, Strategy, Equity Research, Fixed Income, Mutual Funds, Finance, Capital Markets, Corporate Finance, Asset Allocation, Economics, Bloomberg, Investment Management, Bloomberg Terminal, Securities
Education
The George Washington University - School of Business 2009 — 2011
MBA, Finance and Investments
Sewanee-The University of the South 2002 — 2006
BA, Economics
Episcopal High School 1998 — 2002
McGinn Investment Management October 2014 - Present
McGinn Investment Management June 2010 - October 2014
Morgan Stanley June 2007 - September 2008
Reliance Trust Company July 2006 - May 2007
Skills
Portfolio Management, Equities, Valuation, Industry Analysis, Financial Modeling, Financial Analysis, Asset Management, Asset Managment, Equity Valuation, Investments, Strategy, Equity Research, Fixed Income, Mutual Funds, Finance, Capital Markets, Corporate Finance, Asset Allocation, Economics, Bloomberg, Investment Management, Bloomberg Terminal, Securities
Education
The George Washington University - School of Business 2009 — 2011
MBA, Finance and Investments
Sewanee-The University of the South 2002 — 2006
BA, Economics
Episcopal High School 1998 — 2002
Kerrie Bernardo's Reliance Trust Company Experience July 1980 - July 2014
Job EVP/CAO at TMI Trust Company
Industry Banking
Experience
TMI Trust Company July 2014 - Present
Reliance Trust Company July 1980 - July 2014
Education
University of Dayton 1978 — 1980
TMI Trust Company July 2014 - Present
Reliance Trust Company July 1980 - July 2014
Education
University of Dayton 1978 — 1980
John Randall's Reliance Trust Company Experience April 2007 - Present
Job Sr Vice President at Reliance Trust Company
Industry Banking
Experience
Reliance Trust Company April 2007 - Present
AST Capital Trust August 2003 - April 2007
MFS Investment Management 2000 - 2003
Skills
Strategic Planning, Project Management, Risk Management, Mutual Funds, Microsoft Excel, Microsoft Office, Customer Service, Business Analysis, New Business Development, Investments, Team Building, Financial Analysis, Asset Managment, Process Improvement, Banking, Leadership, Management, Business Development, Asset Management
Education
Suffolk University 1991 — 1993
BA, Communications
Reliance Trust Company April 2007 - Present
AST Capital Trust August 2003 - April 2007
MFS Investment Management 2000 - 2003
Skills
Strategic Planning, Project Management, Risk Management, Mutual Funds, Microsoft Excel, Microsoft Office, Customer Service, Business Analysis, New Business Development, Investments, Team Building, Financial Analysis, Asset Managment, Process Improvement, Banking, Leadership, Management, Business Development, Asset Management
Education
Suffolk University 1991 — 1993
BA, Communications
ShahidAli Akbar's Reliance Trust Company Experience September 2004 - April 2006
Job Senior Financial Analyst at Autodesk
Industry Information Technology and Services
Experience
Autodesk February 2008 - Present
Autodesk February 2008 - Present
Autodesk February 2008 - Present
Kohler Co. June 2007 - November 2007
Reliance Trust Company September 2004 - April 2006
Skills
Leadership, GAAP Accounting, SAP FICO, Business Objects, Salesforce.com, Financial Modeling, Forecasting and Analysis, Enterprise Systems..., Consolidated Financial..., Qlickview
Education
Texas State University
Autodesk February 2008 - Present
Autodesk February 2008 - Present
Autodesk February 2008 - Present
Kohler Co. June 2007 - November 2007
Reliance Trust Company September 2004 - April 2006
Skills
Leadership, GAAP Accounting, SAP FICO, Business Objects, Salesforce.com, Financial Modeling, Forecasting and Analysis, Enterprise Systems..., Consolidated Financial..., Qlickview
Education
Texas State University
Jason Bernardo's Reliance Trust Company Experience January 1986 - December 1989
Job Independent Writing and Editing Professional
Industry Writing and Editing
Experience
Projections, Inc. August 1991 - August 1999
Reliance Trust Company January 1986 - December 1989
Skills
Fiction, Non-fiction, Editing
Education
University of California, Berkeley 1979 — 1983
BA, Philosophy
Projections, Inc. August 1991 - August 1999
Reliance Trust Company January 1986 - December 1989
Skills
Fiction, Non-fiction, Editing
Education
University of California, Berkeley 1979 — 1983
BA, Philosophy
Grant L. Winrow's Reliance Trust Company Experience March 2007 - April 2008
Job University Relations & Development at Tennessee State University
Industry Higher Education
Experience
Tennessee State University April 2013 - Present
Stephenson & Reynolds Attorneys at Law February 2012 - April 2013
Reliance Trust Company March 2007 - April 2008
Skills
Public Relations, Customer Service, Event Planning, Social Media, Public Speaking, Strategic Planning, Microsoft Office, Event Management, Salesforce.com, Marketing, Marketing Strategy, Marketing Communications
Education
Tennessee State University 1984 — 1989
Bachelor of Science (B.S.), Mass Communication/Media Studies
Tennessee State University April 2013 - Present
Stephenson & Reynolds Attorneys at Law February 2012 - April 2013
Reliance Trust Company March 2007 - April 2008
Skills
Public Relations, Customer Service, Event Planning, Social Media, Public Speaking, Strategic Planning, Microsoft Office, Event Management, Salesforce.com, Marketing, Marketing Strategy, Marketing Communications
Education
Tennessee State University 1984 — 1989
Bachelor of Science (B.S.), Mass Communication/Media Studies
Richard Thatcher's Reliance Trust Company Experience April 1998 - April 1999
Job Risk Manager at SunTrust Bank
Industry Financial Services
Experience
SunTrust Banks, Inc. August 2013 - Present
SunTrust Bank November 2009 - August 2013
ProNvest April 2007 - November 2008
AXA Enterprise April 2000 - December 2006
The Volume Investor April 1999 - December 1999
Reliance Trust Company April 1998 - April 1999
Wells Fargo Financial September 1996 - March 1998
Education
The University of Tennessee at Chattanooga 1993 — 1995
Bachelor's degree, Finance, General
SunTrust Banks, Inc. August 2013 - Present
SunTrust Bank November 2009 - August 2013
ProNvest April 2007 - November 2008
AXA Enterprise April 2000 - December 2006
The Volume Investor April 1999 - December 1999
Reliance Trust Company April 1998 - April 1999
Wells Fargo Financial September 1996 - March 1998
Education
The University of Tennessee at Chattanooga 1993 — 1995
Bachelor's degree, Finance, General
Jerry Williston's Reliance Trust Company Experience May 2014 - Present
Job Vice President and Lead Trust Officer at Reliance Trust Company
Industry Financial Services
Experience
Reliance Trust Company May 2014 - Present
Morgan Stanley Private Bank, N.A. March 2010 - May 2014
Grand Bank and Trust July 2009 - March 2010
Merrill Lynch Trust Company August 1995 - July 2009
Skills
Wealth Management, Wealth Management..., Trust Services, High Net Worth..., Investment Advisory, Estate Planning, Investment Management, Asset Allocation, Alternative Investments, Securities, Series 63, Retirement Planning, Mutual Funds, Investment Strategies, Asset Management
Education
University of South Florida - College of Business Administration 1980 — 1984
Bachelor of Arts (B.A.), Business Managment
Reliance Trust Company May 2014 - Present
Morgan Stanley Private Bank, N.A. March 2010 - May 2014
Grand Bank and Trust July 2009 - March 2010
Merrill Lynch Trust Company August 1995 - July 2009
Skills
Wealth Management, Wealth Management..., Trust Services, High Net Worth..., Investment Advisory, Estate Planning, Investment Management, Asset Allocation, Alternative Investments, Securities, Series 63, Retirement Planning, Mutual Funds, Investment Strategies, Asset Management
Education
University of South Florida - College of Business Administration 1980 — 1984
Bachelor of Arts (B.A.), Business Managment
Ulric Regnier's Reliance Trust Company Experience August 2006 - April 2008
Job Financial Services Professional/ Securities Processing
Industry Investment Management
Experience
Reliance Trust Company August 2006 - April 2008
Amalgamated Bank July 2000 - August 2006
Education
Stony Brook University 1989 — 1994
Reliance Trust Company August 2006 - April 2008
Amalgamated Bank July 2000 - August 2006
Education
Stony Brook University 1989 — 1994
Danny Streiff's Reliance Trust Company Experience 2012 - 2014
Job Senior Vice President of Sales MidMarket at vWise, Inc.
Industry Computer Software
Experience
vWise, Inc. 2014 - Present
RELIANCE TRUST COMPANY 2012 - 2014
MATRIX COMMUNICATIONS TECHNOLOGIES, LLC (Formerly: ICC Plan Solutions, LLC) 2003 - 2011
Scott & Stringfellow 2002 - 2007
CENTRAL PIEDMONT COMMUNITY COLLEGE 1996 - 2007
WELLS FARGO ADVISORS (Formerly: Wheat First Butcher Singer) 2000 - 2002
WELLS FARGO ADVISORS (Formerly: Wheat First Butcher Singer) 1996 - 2000
LITTLE ACES PROGRAM 1992 - 1996
CARMEL COUNTRY CLUB 1990 - 1996
Skills
Financial Services, Sales, Public Speaking, Investments, Retirement, Retirement Planning, Mutual Funds, Wealth Management, Asset Managment, 401k, Asset Allocation, Insurance, Investment Management, Series 7, Pensions, Securities, Defined Benefit, Strategic Financial..., Employee Benefits, Asset Management, Defined Contribution
Education
University of North Carolina at Charlotte
Bachelor of Arts, Economics
vWise, Inc. 2014 - Present
RELIANCE TRUST COMPANY 2012 - 2014
MATRIX COMMUNICATIONS TECHNOLOGIES, LLC (Formerly: ICC Plan Solutions, LLC) 2003 - 2011
Scott & Stringfellow 2002 - 2007
CENTRAL PIEDMONT COMMUNITY COLLEGE 1996 - 2007
WELLS FARGO ADVISORS (Formerly: Wheat First Butcher Singer) 2000 - 2002
WELLS FARGO ADVISORS (Formerly: Wheat First Butcher Singer) 1996 - 2000
LITTLE ACES PROGRAM 1992 - 1996
CARMEL COUNTRY CLUB 1990 - 1996
Skills
Financial Services, Sales, Public Speaking, Investments, Retirement, Retirement Planning, Mutual Funds, Wealth Management, Asset Managment, 401k, Asset Allocation, Insurance, Investment Management, Series 7, Pensions, Securities, Defined Benefit, Strategic Financial..., Employee Benefits, Asset Management, Defined Contribution
Education
University of North Carolina at Charlotte
Bachelor of Arts, Economics
Bruce McElfresh's Reliance Trust Company Experience May 2006 - May 2007
Job Accountant III at Kennesaw State University Foundation
Industry Accounting
Experience
Kennesaw State University Foundation October 2011 - Present
Cumulus Broadcasting December 2009 - June 2011
21st Century Insurance June 2007 - October 2009
Reliance Trust Company May 2006 - May 2007
Georgia-Pacific LLC June 1998 - May 2006
Georgia-Pacific LLC November 1988 - June 1998
Skills
Accounts Payable, Treasury, Cash Management, Wire Transfers, Accounts Receivable, Third Party Billing, Vendor Management, Vendor Relationships, Banking Relationships, Bank Reconciliation, Analysis, Financial Reporting, Account Reconciliation, General Ledger, Sarbanes-Oxley Act, Accounting
Education
University of North Georgia 1985 — 1988
B.B.A., Business Administration
Kennesaw State University Foundation October 2011 - Present
Cumulus Broadcasting December 2009 - June 2011
21st Century Insurance June 2007 - October 2009
Reliance Trust Company May 2006 - May 2007
Georgia-Pacific LLC June 1998 - May 2006
Georgia-Pacific LLC November 1988 - June 1998
Skills
Accounts Payable, Treasury, Cash Management, Wire Transfers, Accounts Receivable, Third Party Billing, Vendor Management, Vendor Relationships, Banking Relationships, Bank Reconciliation, Analysis, Financial Reporting, Account Reconciliation, General Ledger, Sarbanes-Oxley Act, Accounting
Education
University of North Georgia 1985 — 1988
B.B.A., Business Administration
Rosa Reddington's Reliance Trust Company Experience June 2013 - Present
Job Trust Officer at Reliance Trust Company
Industry Financial Services
Experience
Reliance Trust Company June 2013 - Present
Citibank September 2009 - June 2013
Whittier Trust Company 2007 - 2009
City National Bank 1999 - 2007
Wescom Credit Union 1993 - 1997
Skills
Wealth Management, Mutual Funds, Financial Services, Banking, Financial Analysis, Strategic Financial..., Financial Modeling, Equities, Capital Markets, Fixed Income, Portfolio Management, PowerPoint, Securities, Investments, Asset Management, Financial Advisory, Investment Banking, Asset Allocation, Investment Advisory, Series 7, Alternative Investments, Bonds, Investment Management, Bloomberg, Wealth Management..., Private Equity, Investment Strategies, Retirement Planning, Financial Planning
Education
University of California, Los Angeles 1996 — 1998
B.A., Political Science
Reliance Trust Company June 2013 - Present
Citibank September 2009 - June 2013
Whittier Trust Company 2007 - 2009
City National Bank 1999 - 2007
Wescom Credit Union 1993 - 1997
Skills
Wealth Management, Mutual Funds, Financial Services, Banking, Financial Analysis, Strategic Financial..., Financial Modeling, Equities, Capital Markets, Fixed Income, Portfolio Management, PowerPoint, Securities, Investments, Asset Management, Financial Advisory, Investment Banking, Asset Allocation, Investment Advisory, Series 7, Alternative Investments, Bonds, Investment Management, Bloomberg, Wealth Management..., Private Equity, Investment Strategies, Retirement Planning, Financial Planning
Education
University of California, Los Angeles 1996 — 1998
B.A., Political Science
Brennan Stewart, JD, CIPP's Reliance Trust Company Experience March 2003 - February 2011
Job Senior Legal Counsel, Compliance & Privacy Aaron's, Inc.
Industry Consumer Goods
Experience
Aaron's, Inc July 2013 - Present
Fiserv January 2011 - June 2013
Reliance Trust Company March 2003 - February 2011
Education
University of North Carolina School of Law 1997 — 2000
Doctor of Law (J.D.)
University of North Carolina at Chapel Hill 1995 — 1997
BA, Economics
Aaron's, Inc July 2013 - Present
Fiserv January 2011 - June 2013
Reliance Trust Company March 2003 - February 2011
Education
University of North Carolina School of Law 1997 — 2000
Doctor of Law (J.D.)
University of North Carolina at Chapel Hill 1995 — 1997
BA, Economics
Bryan H. Timberlake's Reliance Trust Company Experience September 2012 - January 2013
Job Vice Pres. Land Brokerage Division at Hailey Realty Company
Industry Real Estate
Experience
Hailey Realty Company October 2013 - Present
Hamilton Development, Inc. October 1991 - October 2013
Reliance Trust Company September 2012 - January 2013
Ashford Developments, Inc. August 1987 - October 1991
Southmark Corporation February 1983 - September 1987
Skills
Real Estate Development, Dispositions, Customer Service, Real Estate, Construction, Investments, Customer Relations, Negotiation, Investors, Asset Management, Real Estate Investment, Marketing Strategy, Contract Negotiation, Team Building, Land, Investment Properties, Landlords, Mergers & Acquisitions, Brokerage, Marketing, Foreclosures, Disposition
Education
The University of Georgia 1976 — 1979
BS, Communications, Advertising
Hailey Realty Company October 2013 - Present
Hamilton Development, Inc. October 1991 - October 2013
Reliance Trust Company September 2012 - January 2013
Ashford Developments, Inc. August 1987 - October 1991
Southmark Corporation February 1983 - September 1987
Skills
Real Estate Development, Dispositions, Customer Service, Real Estate, Construction, Investments, Customer Relations, Negotiation, Investors, Asset Management, Real Estate Investment, Marketing Strategy, Contract Negotiation, Team Building, Land, Investment Properties, Landlords, Mergers & Acquisitions, Brokerage, Marketing, Foreclosures, Disposition
Education
The University of Georgia 1976 — 1979
BS, Communications, Advertising
Jonas (Jay) Mullins's Reliance Trust Company Experience May 2014 - Present
Job SVP Retirement Strategies Group Investment Consulting at Reliance Trust Company
Industry Investment Management
Experience
Reliance Trust Company May 2014 - Present
Marsh & McLennan Agency August 2013 - April 2014
BB&T Institutional Investment Advisers, Inc. January 2013 - August 2013
SHDR Investment Advisers, Inc. July 2007 - January 2013
Hunt, DuPree & Rhine / BB&T Institutional Services December 1999 - July 2007
Friatec USA March 1997 - March 1999
Schmid & Kahlert, GmbH March 1993 - March 1997
Skills
Asset Management, Investments, Series 7, Executive Management, Institutional Investors, Investment Advisory, CIMA, AIF, Plan Sponsor Consulting
Education
Thunderbird School of Global Management 1985 — 1986
MBA
The University of Texas at Austin 1976 — 1980
BBA
Reliance Trust Company May 2014 - Present
Marsh & McLennan Agency August 2013 - April 2014
BB&T Institutional Investment Advisers, Inc. January 2013 - August 2013
SHDR Investment Advisers, Inc. July 2007 - January 2013
Hunt, DuPree & Rhine / BB&T Institutional Services December 1999 - July 2007
Friatec USA March 1997 - March 1999
Schmid & Kahlert, GmbH March 1993 - March 1997
Skills
Asset Management, Investments, Series 7, Executive Management, Institutional Investors, Investment Advisory, CIMA, AIF, Plan Sponsor Consulting
Education
Thunderbird School of Global Management 1985 — 1986
MBA
The University of Texas at Austin 1976 — 1980
BBA
Cheryl Cockrell's Reliance Trust Company Experience March 2008 - Present
Job Team Leader of Trading Operations for Reliance Trust Company an FIS Global Company
Industry Financial Services
Experience
Reliance Trust Company March 2008 - Present
SunGard 2007 - 2008
Skills
Mutual Funds, Asset Allocation, Investments, Securities, Banking, Financial Services, Wealth Management, Asset Management, Process Improvement, Finance, Management, Financial Analysis, Leadership, Microsoft Office, Equities, Microsoft Excel, Risk Management, Accounting, Portfolio Management, Financial Modeling, Financial Risk, Vendor Management, Strategic Planning, Financial Planning, 401k, Team Leadership
Education
Kaplan Universty 2014 — 2016
Master of Science (MS), Finance and Financial Management Services
Strayer University 2005 — 2008
Master of Science (MS), Health/Health Care Administration/Management
University of Montevallo 1998 — 2002
Bachelor of Business Administration (BBA), Finance, General
Reliance Trust Company March 2008 - Present
SunGard 2007 - 2008
Skills
Mutual Funds, Asset Allocation, Investments, Securities, Banking, Financial Services, Wealth Management, Asset Management, Process Improvement, Finance, Management, Financial Analysis, Leadership, Microsoft Office, Equities, Microsoft Excel, Risk Management, Accounting, Portfolio Management, Financial Modeling, Financial Risk, Vendor Management, Strategic Planning, Financial Planning, 401k, Team Leadership
Education
Kaplan Universty 2014 — 2016
Master of Science (MS), Finance and Financial Management Services
Strayer University 2005 — 2008
Master of Science (MS), Health/Health Care Administration/Management
University of Montevallo 1998 — 2002
Bachelor of Business Administration (BBA), Finance, General
Shalleewa Hurst's Reliance Trust Company Experience August 2008 - June 2009
Job Relationship SpecialistFunding at Hyundai Capital America
Industry Financial Services
Experience
Hyundai Capital America November 2012 - Present
Hyundai Capital America December 2010 - Present
Reliance Trust Company August 2008 - June 2009
Reliance Trust Company January 2007 - June 2009
Reliance Trust Company January 2007 - August 2008
E*TRADE Financial April 2006 - January 2007
E*TRADE Financial 2006 - 2007
Ford Motor Credit Company 2005 - 2007
Ford Motor Credit Company January 2004 - April 2006
Ford Motor Credit Co January 2004 - April 2006
Skills
Microsoft Office
Education
University of Pittsburgh 1996 — 2000
BA, History
University of Pittsburgh 1996 — 2000
BA, History
University of Pittsburgh-Main Campus 1996 — 2000
Bachelor of Arts, History
Penn Hills Senior High School 1995 — 1996
Diploma, General Studies
Hyundai Capital America November 2012 - Present
Hyundai Capital America December 2010 - Present
Reliance Trust Company August 2008 - June 2009
Reliance Trust Company January 2007 - June 2009
Reliance Trust Company January 2007 - August 2008
E*TRADE Financial April 2006 - January 2007
E*TRADE Financial 2006 - 2007
Ford Motor Credit Company 2005 - 2007
Ford Motor Credit Company January 2004 - April 2006
Ford Motor Credit Co January 2004 - April 2006
Skills
Microsoft Office
Education
University of Pittsburgh 1996 — 2000
BA, History
University of Pittsburgh 1996 — 2000
BA, History
University of Pittsburgh-Main Campus 1996 — 2000
Bachelor of Arts, History
Penn Hills Senior High School 1995 — 1996
Diploma, General Studies
Lee A. Bailey's Reliance Trust Company Experience February 1999 - June 2009
Job Graduate of University of Phoenix
Industry Environmental Services
Experience
OfficeNJ May 2011 - Present
Reliance Trust Company February 1999 - June 2009
Education
University of Phoenix 2006 — 2013
Associates, BS & MBA, Business and Finance
OfficeNJ May 2011 - Present
Reliance Trust Company February 1999 - June 2009
Education
University of Phoenix 2006 — 2013
Associates, BS & MBA, Business and Finance
Lara Hodgson, CRSP's Reliance Trust Company Experience June 2004 - Present
Job Vice President at Reliance Trust Company
Industry Financial Services
Experience
Reliance Trust Company June 2004 - Present
Amvescap Retirement Services 2000 - 2002
Scudder Investments 1996 - 2000
Skills
Investments, 401k, Mutual Funds, Financial Services, Pensions, Defined Benefit, ERISA, Relationship Management
Education
University of New Hampshire
Reliance Trust Company June 2004 - Present
Amvescap Retirement Services 2000 - 2002
Scudder Investments 1996 - 2000
Skills
Investments, 401k, Mutual Funds, Financial Services, Pensions, Defined Benefit, ERISA, Relationship Management
Education
University of New Hampshire
Arthur Mosley II's Reliance Trust Company Experience May 2014 - June 2015
Job Business Development Officer, Relationship Manager, High School Basketball Coach
Industry Banking
Experience
FIS July 2015 - Present
Sequoyah High School October 2014 - Present
Reliance Trust Company May 2014 - June 2015
Regions Bank January 2010 - December 2013
Wells Fargo Bank February 2006 - January 2010
Wells Fargo Bank April 2004 - January 2006
Wells Fargo Bank October 2002 - March 2004
First Union 2000 - 2002
Skills
Banking, New Business Development, Relationship Management, Business Development, Portfolio Management, Sales, Finance, Mergers & Acquisitions, Strategic Planning, Business Analysis, Engaging Public Speaker, Sales Management, Project Management, Business Strategy, Training, Team Building, Coaching, Management, Financial Analysis, Public Speaking
Education
University of North Florida - College of Business Administration 1994 — 1999
BBA, Economics
FIS July 2015 - Present
Sequoyah High School October 2014 - Present
Reliance Trust Company May 2014 - June 2015
Regions Bank January 2010 - December 2013
Wells Fargo Bank February 2006 - January 2010
Wells Fargo Bank April 2004 - January 2006
Wells Fargo Bank October 2002 - March 2004
First Union 2000 - 2002
Skills
Banking, New Business Development, Relationship Management, Business Development, Portfolio Management, Sales, Finance, Mergers & Acquisitions, Strategic Planning, Business Analysis, Engaging Public Speaker, Sales Management, Project Management, Business Strategy, Training, Team Building, Coaching, Management, Financial Analysis, Public Speaking
Education
University of North Florida - College of Business Administration 1994 — 1999
BBA, Economics
Anyssa Kline's Reliance Trust Company Experience July 2010 - February 2011
Job Project Manager at MentorMate
Industry Information Technology and Services
Experience
MentorMate October 2014 - Present
BI Worldwide February 2011 - October 2014
Reliance Trust Company July 2010 - February 2011
Meritain Health July 2006 - March 2010
Leibner & Potkin, PC July 2003 - May 2006
Northstar Partners/Cushman & Wakefield August 1998 - May 2003
Skills
Project Management, Manage Client..., Accounting, Process Improvement, Auditing, Teamwork, Invoicing, Account Reconciliation, Organization, QuickBooks, Accounts Payable, Accounts Receivable, Payroll, General Ledger, Financial Planners, Spreadsheets, PeopleSoft, Insurance, Customer Service, Account Management
Education
University of Minnesota-Twin Cities
B.A., Psychology
MentorMate October 2014 - Present
BI Worldwide February 2011 - October 2014
Reliance Trust Company July 2010 - February 2011
Meritain Health July 2006 - March 2010
Leibner & Potkin, PC July 2003 - May 2006
Northstar Partners/Cushman & Wakefield August 1998 - May 2003
Skills
Project Management, Manage Client..., Accounting, Process Improvement, Auditing, Teamwork, Invoicing, Account Reconciliation, Organization, QuickBooks, Accounts Payable, Accounts Receivable, Payroll, General Ledger, Financial Planners, Spreadsheets, PeopleSoft, Insurance, Customer Service, Account Management
Education
University of Minnesota-Twin Cities
B.A., Psychology
Andrew Toon's Reliance Trust Company Experience July 2013 - October 2014
Job Assistant Manager Pricing at Invesco US
Industry Financial Services
Experience
Invesco US October 2014 - Present
Reliance Trust Company July 2013 - October 2014
Reliance Trust Company November 2010 - July 2013
Reliance Trust Company 2007 - 2010
Skills
Operations Management, Business Process..., Microsoft Excel, Access, Financial Analysis, Mutual Funds, Bloomberg Terminal, Bloomberg Data License, Pricing Research, Financial Services, Investments, Data Analysis, Project Management, Business Analysis, Customer Service, Risk Management, Process Improvement, Microsoft Office, Access Database, Data Entry, Security Operations, Market Data, Business Coaching, Training & Development
Education
University of Georgia - Terry College of Business 2007 — 2011
Bachelor's degree, Finance, General
University of Georgia - Terry College of Business 2004 — 2007
Finance, Finance, General
Invesco US October 2014 - Present
Reliance Trust Company July 2013 - October 2014
Reliance Trust Company November 2010 - July 2013
Reliance Trust Company 2007 - 2010
Skills
Operations Management, Business Process..., Microsoft Excel, Access, Financial Analysis, Mutual Funds, Bloomberg Terminal, Bloomberg Data License, Pricing Research, Financial Services, Investments, Data Analysis, Project Management, Business Analysis, Customer Service, Risk Management, Process Improvement, Microsoft Office, Access Database, Data Entry, Security Operations, Market Data, Business Coaching, Training & Development
Education
University of Georgia - Terry College of Business 2007 — 2011
Bachelor's degree, Finance, General
University of Georgia - Terry College of Business 2004 — 2007
Finance, Finance, General
Alisha Alford's Reliance Trust Company Experience 2011 - 2013
Job Survey Statistician at U.S. Census Bureau
Industry Government Administration
Experience
U.S. Census Bureau 2013 - Present
Reliance Trust Company 2011 - 2013
U.S. Census Bureau September 2007 - September 2011
U.S. Geological Survey 2006 - 2007
Skills
Analytical Abilities, Organizing, Quantitative Analysis, Self Starter, Self Driven, Bookkeeping, Analytical Skills, Project Planning, Accounting, Self-driven, Accounts Payable, Payroll, General Ledger, Analysis, Nonprofits
Education
Keller Graduate School of Management 2011 — 2012
Masters, Business Administration; Accounting
Spelman College 2003 — 2007
Bachelor of Arts, Economics; Organization
Riverdale High School
High School Diploma
U.S. Census Bureau 2013 - Present
Reliance Trust Company 2011 - 2013
U.S. Census Bureau September 2007 - September 2011
U.S. Geological Survey 2006 - 2007
Skills
Analytical Abilities, Organizing, Quantitative Analysis, Self Starter, Self Driven, Bookkeeping, Analytical Skills, Project Planning, Accounting, Self-driven, Accounts Payable, Payroll, General Ledger, Analysis, Nonprofits
Education
Keller Graduate School of Management 2011 — 2012
Masters, Business Administration; Accounting
Spelman College 2003 — 2007
Bachelor of Arts, Economics; Organization
Riverdale High School
High School Diploma
Andrew Hosfeld's Reliance Trust Company Experience 2008 - 2012
Job Operations Specialist at Advocacy Wealth Management, LLC
Industry Investment Management
Experience
Advocacy Wealth Management, LLC February 2011 - Present
Reliance Trust Company 2008 - 2012
Skills
Wealth Management, Securities, Bloomberg, Equities, Mutual Funds, Fixed Income, Asset Allocation, Alternative Investments
Education
UNC Chapel Hill 2004 — 2008
Bachelor's degree, Political Economy
Advocacy Wealth Management, LLC February 2011 - Present
Reliance Trust Company 2008 - 2012
Skills
Wealth Management, Securities, Bloomberg, Equities, Mutual Funds, Fixed Income, Asset Allocation, Alternative Investments
Education
UNC Chapel Hill 2004 — 2008
Bachelor's degree, Political Economy
Larry Cardinal Jr's Reliance Trust Company Experience July 2006 - Present
Job Programmer/Analyst at Reliance Trust Company
Industry Financial Services
Experience
Reliance Trust Company July 2006 - Present
Sungard Wealth Management Systems January 2003 - July 2006
Standard Federal Bank 2001 - January 2003
Michigan National Bank 1990 - 2001
Skills
Banking, Investments, Portfolio Management, Financial Services, Securities
Education
Flint Central 1981 — 1984
High School Diploma, All Subjects
University of Michigan-Flint
Reliance Trust Company July 2006 - Present
Sungard Wealth Management Systems January 2003 - July 2006
Standard Federal Bank 2001 - January 2003
Michigan National Bank 1990 - 2001
Skills
Banking, Investments, Portfolio Management, Financial Services, Securities
Education
Flint Central 1981 — 1984
High School Diploma, All Subjects
University of Michigan-Flint