Reliance Trust Company an FIS Company
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Reliance Trust Company an FIS Company Employees
Employee
Years
Job
Industry
Matthew Bone Matthew Bone's Reliance Trust Company an FIS Company Experience May 2014 - Present
Job Accounting and Reporting Specialist at Reliance Trust Company
Industry Banking
Experience
Reliance Trust Company an FIS Company May 2014 - Present
Birch Communications May 2013 - May 2014
Kroger October 2007 - May 2013
Kaiser Permanente April 2012 - August 2012
HSBC June 2007 - July 2007
Skills
Customer Service, Customer Satisfaction, Data Entry, Microsoft Office, PowerPoint, Inventory Management, Time Management, Retail, Microsoft Excel, Telephone Skills, Outlook, Microsoft Word, Call Centers, Inventory Control, Customer Experience, Team Leadership, Troubleshooting, Sales, Store Management, Cost Models, Pricing Strategy, Product Lifecycle..., Product Development, Public Speaking
Education
Mercer University 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Marketing
Roswell High School 2007 — 2010
Reliance Trust Company an FIS Company May 2014 - Present
Birch Communications May 2013 - May 2014
Kroger October 2007 - May 2013
Kaiser Permanente April 2012 - August 2012
HSBC June 2007 - July 2007
Skills
Customer Service, Customer Satisfaction, Data Entry, Microsoft Office, PowerPoint, Inventory Management, Time Management, Retail, Microsoft Excel, Telephone Skills, Outlook, Microsoft Word, Call Centers, Inventory Control, Customer Experience, Team Leadership, Troubleshooting, Sales, Store Management, Cost Models, Pricing Strategy, Product Lifecycle..., Product Development, Public Speaking
Education
Mercer University 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Marketing
Roswell High School 2007 — 2010
Brittany Steinhardt Brittany Steinhardt's Reliance Trust Company an FIS Company Experience May 2013 - August 2013
Job Student at East Tennessee State University
Industry
Experience
Reliance Trust Company an FIS Company May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Leadership, Public Speaking, Research
Education
East Tennessee State University 2012 — 2016
Communication Studies
Reliance Trust Company an FIS Company May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Leadership, Public Speaking, Research
Education
East Tennessee State University 2012 — 2016
Communication Studies
Susan Martelly Susan Martelly's Reliance Trust Company an FIS Company Experience June 2015 - Present
Job
Industry Financial Services
Experience
Reliance Trust Company an FIS Company June 2015 - Present
Skills
Financial Analysis, Accounting, POS, Customer Service, Credit, Outlook, Public Speaking, Inventory Management, Microsoft Office, Team Leadership, Teamwork, Time Management, Budgets, Strategic Planning, Social Media, Marketing, Event Planning, Leadership, Retail, Process Scheduler, Management, Merchandising, Customer Satisfaction, Microsoft Word, PowerPoint, Microsoft Excel, Social Networking, Research, Data Entry, Bloomberg Data License, Market Data, Bloomberg Terminal, SunGard
Education
Georgia Gwinnett College 2010 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
Lee University 2007 — 2009
Reliance Trust Company an FIS Company June 2015 - Present
Skills
Financial Analysis, Accounting, POS, Customer Service, Credit, Outlook, Public Speaking, Inventory Management, Microsoft Office, Team Leadership, Teamwork, Time Management, Budgets, Strategic Planning, Social Media, Marketing, Event Planning, Leadership, Retail, Process Scheduler, Management, Merchandising, Customer Satisfaction, Microsoft Word, PowerPoint, Microsoft Excel, Social Networking, Research, Data Entry, Bloomberg Data License, Market Data, Bloomberg Terminal, SunGard
Education
Georgia Gwinnett College 2010 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
Lee University 2007 — 2009
Theresa Gerson-Gardella Theresa Gerson-Gardella's Reliance Trust Company an FIS Company Experience July 2015 - Present
Job Trust Administrator, Reliance Trust Company
Industry Financial Services
Experience
Reliance Trust Company an FIS Company July 2015 - Present
Morgan Stanley Private Bank, N.A March 2011 - Present
Brown Brothers Harriman Trust Company, N.A June 2006 - March 2011
CTX Mortgage Company August 2002 - June 2006
Skills
Notary Public, Trust Services, Microsoft Excel, Trusts, Microsoft Word, NYS Notary Public, Personal Trust..., Portfolio Management, Equities, Asset Allocation, Asset Management, Securities, Fixed Income
Education
ABA National Trust School, Atlanta, Georgia 2013 — 2013
NYBA Trust Administration School 2011 — 2011
City University of New York-College of Staten Island 2006 — 2008
Associate in Applied Science Degree, Business, Management, Marketing, and Related Support Services
Reliance Trust Company an FIS Company July 2015 - Present
Morgan Stanley Private Bank, N.A March 2011 - Present
Brown Brothers Harriman Trust Company, N.A June 2006 - March 2011
CTX Mortgage Company August 2002 - June 2006
Skills
Notary Public, Trust Services, Microsoft Excel, Trusts, Microsoft Word, NYS Notary Public, Personal Trust..., Portfolio Management, Equities, Asset Allocation, Asset Management, Securities, Fixed Income
Education
ABA National Trust School, Atlanta, Georgia 2013 — 2013
NYBA Trust Administration School 2011 — 2011
City University of New York-College of Staten Island 2006 — 2008
Associate in Applied Science Degree, Business, Management, Marketing, and Related Support Services
Drew Mallory, CFA Drew Mallory, CFA's Reliance Trust Company an FIS Company Experience October 2006 - Present
Job Senior Vice President & Manager Investment Management
Industry Investment Management
Experience
Reliance Trust Company an FIS Company October 2006 - Present
AON Investment Consulting April 2005 - October 2006
INVESCO Retirement, Inc April 2001 - April 2005
Skills
Asset Allocation, Asset Management, Portfolio Management, Investments, Equities, Alternative Investments, Hedge Funds, Fixed Income Portfolio..., Sales and Marketing, Wealth Management, Asset Managment, Fixed Income
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2013 — 2014
Tuck Executive Program (TEP) / Strategic Financial Leadership Program (SFLP).
Kennesaw State University - Michael J. Coles College of Business 2003 — 2005
MBA, Business Administration
University of Georgia - Terry College of Business 1998 — 2000
BBA, Finance
Reliance Trust Company an FIS Company October 2006 - Present
AON Investment Consulting April 2005 - October 2006
INVESCO Retirement, Inc April 2001 - April 2005
Skills
Asset Allocation, Asset Management, Portfolio Management, Investments, Equities, Alternative Investments, Hedge Funds, Fixed Income Portfolio..., Sales and Marketing, Wealth Management, Asset Managment, Fixed Income
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2013 — 2014
Tuck Executive Program (TEP) / Strategic Financial Leadership Program (SFLP).
Kennesaw State University - Michael J. Coles College of Business 2003 — 2005
MBA, Business Administration
University of Georgia - Terry College of Business 1998 — 2000
BBA, Finance
Bailey Jenkins Bailey Jenkins's Reliance Trust Company an FIS Company Experience April 2014 - August 2014
Job Graduate Student at Valdosta State University
Industry Logistics and Supply Chain
Experience
Elite Creative Group January 2015 - Present
Valdosta State University August 2014 - Present
Elite Creative Group January 2014 - December 2014
Reliance Trust Company an FIS Company April 2014 - August 2014
Reliance Trust Company an FIS Company August 2013 - April 2014
Reliance Trust Company an FIS Company February 2013 - August 2013
First Investors March 2012 - July 2012
Georgia College & State University April 2009 - May 2010
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Public Speaking, Time Management, Event Planning, Customer Service, Access, Accounting, Research, Social Media, Teamwork, Leadership, Critical Thinking, Outlook, Data Entry, Team Building
Education
Valdosta State University 2014 — 2016
Master of Business Administration (M.B.A.), International Business, Logistics and Supply Chain
Georgia College and State University 2008 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
Elite Creative Group January 2015 - Present
Valdosta State University August 2014 - Present
Elite Creative Group January 2014 - December 2014
Reliance Trust Company an FIS Company April 2014 - August 2014
Reliance Trust Company an FIS Company August 2013 - April 2014
Reliance Trust Company an FIS Company February 2013 - August 2013
First Investors March 2012 - July 2012
Georgia College & State University April 2009 - May 2010
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Public Speaking, Time Management, Event Planning, Customer Service, Access, Accounting, Research, Social Media, Teamwork, Leadership, Critical Thinking, Outlook, Data Entry, Team Building
Education
Valdosta State University 2014 — 2016
Master of Business Administration (M.B.A.), International Business, Logistics and Supply Chain
Georgia College and State University 2008 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
Lauren Davis, PHR, SHRM-CP's Reliance Trust Company an FIS Company Experience October 2010 - December 2014
Job Human Resources Generalist
Industry Financial Services
Experience
FPL Food LLC 2015 - Present
FIS January 2015 - 2015
Reliance Trust Company an FIS Company October 2010 - December 2014
ANN INC. July 2010 - March 2011
Walgreens May 2008 - August 2008
Skills
Recruiting, Personnel Management, Applicant Tracking..., Human Resources, HRIS, Interviews, Screening, New Hire Orientations, Employee Relations, Project Management, Talent Management, Customer Service, Training, Onboarding, Leadership, Management, Employee Benefits, Payroll, Talent Acquisition, Sales, Strategy, Performance Management, Sourcing, Time Management, Coaching, College Recruiting, Microsoft Office, Hiring
Education
Valdosta State University 2005 — 2010
Bachelor’s Degree, Business Administration and Management
University of Karlsruhe
Business Administration, Management and Marketing
The University of Georgia 2014 — 2014
SHRM PHR Prep Course
FPL Food LLC 2015 - Present
FIS January 2015 - 2015
Reliance Trust Company an FIS Company October 2010 - December 2014
ANN INC. July 2010 - March 2011
Walgreens May 2008 - August 2008
Skills
Recruiting, Personnel Management, Applicant Tracking..., Human Resources, HRIS, Interviews, Screening, New Hire Orientations, Employee Relations, Project Management, Talent Management, Customer Service, Training, Onboarding, Leadership, Management, Employee Benefits, Payroll, Talent Acquisition, Sales, Strategy, Performance Management, Sourcing, Time Management, Coaching, College Recruiting, Microsoft Office, Hiring
Education
Valdosta State University 2005 — 2010
Bachelor’s Degree, Business Administration and Management
University of Karlsruhe
Business Administration, Management and Marketing
The University of Georgia 2014 — 2014
SHRM PHR Prep Course
Robert Lee, AIF®'s Reliance Trust Company an FIS Company Experience January 2015 - Present
Job Regional Sales Executive at Reliance Trust Company an FIS Company
Industry Financial Services
Experience
Reliance Trust Company an FIS Company January 2015 - Present
Lincoln Financial Distributors April 2013 - January 2015
The Standard May 2004 - April 2013
Pension Benefits, Inc. June 1996 - May 2004
Stevenson Keppelman Associates 1993 - 1996
Skills
Retirement, ERISA, Retirement Planning, Investments, Investment Advisory, 401k, Sales, Mutual Funds, Defined Contribution, Management, Retirement Plan..., Financial Services, Series 63, Employee Benefits, Business Development, Sales Management, Series 7, Asset Allocation, Qualified Retirement..., Investment Strategies, Investment Management, Pensions, Defined Benefit, FINRA, Investment Advisory..., Series 65, Profit Sharing, Fiduciary, 403 b, Insurance, Wealth Management, Collective Investment..., Asset Management, Financial Advisory
Education
The Philadelphia Institute in Employee Benefit Planning 1993 — 1994
Certificate program, Employee Benefit Plans' Design and Legal Compliance
University of Pittsburgh 1990 — 1993
Bachelors, US History/Political Science
University of Maryland College Park 1989 — 1990
Wissahickon High School 1987 — 1989
Diploma, 1989
Denver Mullen Prep 1985 — 1987
Reliance Trust Company an FIS Company January 2015 - Present
Lincoln Financial Distributors April 2013 - January 2015
The Standard May 2004 - April 2013
Pension Benefits, Inc. June 1996 - May 2004
Stevenson Keppelman Associates 1993 - 1996
Skills
Retirement, ERISA, Retirement Planning, Investments, Investment Advisory, 401k, Sales, Mutual Funds, Defined Contribution, Management, Retirement Plan..., Financial Services, Series 63, Employee Benefits, Business Development, Sales Management, Series 7, Asset Allocation, Qualified Retirement..., Investment Strategies, Investment Management, Pensions, Defined Benefit, FINRA, Investment Advisory..., Series 65, Profit Sharing, Fiduciary, 403 b, Insurance, Wealth Management, Collective Investment..., Asset Management, Financial Advisory
Education
The Philadelphia Institute in Employee Benefit Planning 1993 — 1994
Certificate program, Employee Benefit Plans' Design and Legal Compliance
University of Pittsburgh 1990 — 1993
Bachelors, US History/Political Science
University of Maryland College Park 1989 — 1990
Wissahickon High School 1987 — 1989
Diploma, 1989
Denver Mullen Prep 1985 — 1987
Daniel Naylor, CFP® Daniel Naylor, CFP®'s Reliance Trust Company an FIS Company Experience March 2015 - Present
Job Vice President at Reliance Trust Company
Industry Financial Services
Experience
Reliance Trust Company an FIS Company March 2015 - Present
UBS October 2013 - March 2015
Merrill Lynch 2007 - October 2013
Merrill Lynch 2005 - 2006
Ameriprise Financial Services, Inc. September 2003 - August 2004
Skills
Series 7, Wealth Management, Retirement Planning, Equities, Investments, Estate Planning, CRPC, Certified Financial...
Education
Carnegie Mellon University 1998 — 2003
Bachelor of Science (BS), Public Policy and Management
Moorestown High School
Reliance Trust Company an FIS Company March 2015 - Present
UBS October 2013 - March 2015
Merrill Lynch 2007 - October 2013
Merrill Lynch 2005 - 2006
Ameriprise Financial Services, Inc. September 2003 - August 2004
Skills
Series 7, Wealth Management, Retirement Planning, Equities, Investments, Estate Planning, CRPC, Certified Financial...
Education
Carnegie Mellon University 1998 — 2003
Bachelor of Science (BS), Public Policy and Management
Moorestown High School
Linda Heiberger Linda Heiberger's Reliance Trust Company an FIS Company Experience November 2012 - Present
Job Trust Administrator at Reliance Trust Company an FIS Company
Industry Financial Services
Experience
Reliance Trust Company an FIS Company November 2012 - Present
Citibank, NA February 2011 - May 2012
Christiana Trust Company/WSFS Bank November 2007 - February 2011
University of PA at New Bolton Center March 2005 - November 2007
Avon Grove School District January 2005 - November 2007
March of Dimes June 1986 - August 1990
Crossfield/Composition Systems January 1984 - June 1986
IBM May 1981 - January 1984
Skills
Microsoft Project, Microsoft Office, Business Analysis, Project Management, Project Planning, Microsoft Excel, Team Leadership, Team Management, Communication Skills, Mitigation, Risk Management, Team Building, Goal Oriented, Highly detail oriented, Multi Tasking, IT Solutions, People Skills, People-oriented
Education
Dominican College of Blauvelt
B.A, Elementary Education/American Studies
Wilmington University
MBA
Reliance Trust Company an FIS Company November 2012 - Present
Citibank, NA February 2011 - May 2012
Christiana Trust Company/WSFS Bank November 2007 - February 2011
University of PA at New Bolton Center March 2005 - November 2007
Avon Grove School District January 2005 - November 2007
March of Dimes June 1986 - August 1990
Crossfield/Composition Systems January 1984 - June 1986
IBM May 1981 - January 1984
Skills
Microsoft Project, Microsoft Office, Business Analysis, Project Management, Project Planning, Microsoft Excel, Team Leadership, Team Management, Communication Skills, Mitigation, Risk Management, Team Building, Goal Oriented, Highly detail oriented, Multi Tasking, IT Solutions, People Skills, People-oriented
Education
Dominican College of Blauvelt
B.A, Elementary Education/American Studies
Wilmington University
MBA
Annette Whitted, CTFA Annette Whitted, CTFA's Reliance Trust Company an FIS Company Experience June 2013 - Present
Job Senior Vice President and Branch Manager
Industry Banking
Experience
Reliance Trust Company an FIS Company June 2013 - Present
Citi Trust July 2001 - May 2013
JPMorgan Chase September 1989 - July 2001
Skills
Wealth Management, Relationship Management, Trust Services, High Net Worth..., Asset Allocation, Banking, Portfolio Management, Asset Management, Leadership, Risk Management, Securities, Wealth Management..., Investment Advisory, Private Banking, Financial Services, Investments
Education
Amberton University
BBA, Business Management
Reliance Trust Company an FIS Company June 2013 - Present
Citi Trust July 2001 - May 2013
JPMorgan Chase September 1989 - July 2001
Skills
Wealth Management, Relationship Management, Trust Services, High Net Worth..., Asset Allocation, Banking, Portfolio Management, Asset Management, Leadership, Risk Management, Securities, Wealth Management..., Investment Advisory, Private Banking, Financial Services, Investments
Education
Amberton University
BBA, Business Management
Ian J. Weiss, CAIA Ian J. Weiss, CAIA's Reliance Trust Company an FIS Company Experience September 2015 - Present
Job Vice President Portfolio Manager
Industry Financial Services
Experience
Reliance Trust Company an FIS Company September 2015 - Present
UBS Global Asset Management March 2014 - August 2015
The 1911 Tust Company September 2007 - March 2014
SEI Investments 2003 - 2007
SEI Investments January 1997 - January 2003
Skills
Wealth Management, Private Equity, Venture Capital, Hedge Funds, Equity Research, Fixed Income, Commodities, Investments, Equities, Asset Management, Alternative Investments, Institutional, Client Service, Private Foundations, Asset Managment, Private Banking, Financial Services, Trust Management, Endowment Funds, Strategic Financial..., Asset Allocation, Mutual Funds, Commodity, Securities, Investment Strategies, Investment Management, Investment Advisory, Bloomberg, Fund Of Funds, Series 7, Relationship Management, Bonds, Portfolio Management, Capital Markets, ETFs, Financial Planning
Education
Michigan State University 1992 — 1996
BA, Finance
Michigan State University - The Eli Broad College of Business 1992 — 1996
Finance, Finance and Financial Management Services
Reliance Trust Company an FIS Company September 2015 - Present
UBS Global Asset Management March 2014 - August 2015
The 1911 Tust Company September 2007 - March 2014
SEI Investments 2003 - 2007
SEI Investments January 1997 - January 2003
Skills
Wealth Management, Private Equity, Venture Capital, Hedge Funds, Equity Research, Fixed Income, Commodities, Investments, Equities, Asset Management, Alternative Investments, Institutional, Client Service, Private Foundations, Asset Managment, Private Banking, Financial Services, Trust Management, Endowment Funds, Strategic Financial..., Asset Allocation, Mutual Funds, Commodity, Securities, Investment Strategies, Investment Management, Investment Advisory, Bloomberg, Fund Of Funds, Series 7, Relationship Management, Bonds, Portfolio Management, Capital Markets, ETFs, Financial Planning
Education
Michigan State University 1992 — 1996
BA, Finance
Michigan State University - The Eli Broad College of Business 1992 — 1996
Finance, Finance and Financial Management Services
Caroline A. Reese's Reliance Trust Company an FIS Company Experience January 2015 - Present
Job Wealth Management | Business Management | Hospitality | Ministry | Biblical Leadership | Planning Administrator
Industry Investment Management
Experience
Reliance Trust Company an FIS Company January 2015 - Present
Hard Exercise Works January 2015 - January 2015
Summer's Best Two Weeks May 2014 - August 2014
Christ Fellowship Church August 2013 - May 2014
The Breakers April 2012 - May 2014
Christ Fellowship Church May 2013 - August 2013
Palm Beach Atlantic University August 2011 - May 2012
BounceU December 2009 - December 2011
Summer's Best Two Weeks June 2010 - July 2010
Skills
Leadership, Event Planning, Facebook, Social Media Marketing, Microsoft Office, Hospitality, Management, Organization, Social Media, Biblical Leadership, Problem Solving, Ministry, Recruiting, Event Management, Consumer Relations, Student Ministry, Planning Administrator, Detail Driven, Public Relations, Microsoft Word, Business Management, Recreation, Customer Relations, Youth Relations, Youth Ministry, Children's Ministry, Hospitality Management, Twitter, Christian Ministry, LinkedIn, Instagram, Organizational..., College, Resident Assistant, Troubleshooting, Keynote, Microsoft Excel, Microsoft Publisher, Communication, Community Outreach, Volunteerism, Nonprofits, Marketing, Fitness, CrossFit, Salesforce.com...
Education
Palm Beach Atlantic University 2010 — 2014
Management, B.S., Business Administration and Management, General
The Loomis Chaffee School 2006 — 2010
Reliance Trust Company an FIS Company January 2015 - Present
Hard Exercise Works January 2015 - January 2015
Summer's Best Two Weeks May 2014 - August 2014
Christ Fellowship Church August 2013 - May 2014
The Breakers April 2012 - May 2014
Christ Fellowship Church May 2013 - August 2013
Palm Beach Atlantic University August 2011 - May 2012
BounceU December 2009 - December 2011
Summer's Best Two Weeks June 2010 - July 2010
Skills
Leadership, Event Planning, Facebook, Social Media Marketing, Microsoft Office, Hospitality, Management, Organization, Social Media, Biblical Leadership, Problem Solving, Ministry, Recruiting, Event Management, Consumer Relations, Student Ministry, Planning Administrator, Detail Driven, Public Relations, Microsoft Word, Business Management, Recreation, Customer Relations, Youth Relations, Youth Ministry, Children's Ministry, Hospitality Management, Twitter, Christian Ministry, LinkedIn, Instagram, Organizational..., College, Resident Assistant, Troubleshooting, Keynote, Microsoft Excel, Microsoft Publisher, Communication, Community Outreach, Volunteerism, Nonprofits, Marketing, Fitness, CrossFit, Salesforce.com...
Education
Palm Beach Atlantic University 2010 — 2014
Management, B.S., Business Administration and Management, General
The Loomis Chaffee School 2006 — 2010
Bridget Lippens Bridget Lippens's Reliance Trust Company an FIS Company Experience 2010 - July 2014
Job Relationship Manager/Project Manager, VP
Industry Financial Services
Experience
FIS September 2014 - May 2015
Reliance Trust Company an FIS Company 2010 - July 2014
Reliance Trust Company an FIS Company 2006 - 2010
Reliance Trust Company an FIS Company 2005 - 2006
MetroMedia Technologies April 2001 - April 2004
Skills
Portfolio Management, Investments, Relationship Management, Computer Software..., Business Strategy, Business Development, Trust Services, Project Management, Banking, Print Production Process, Outdoor Advertising, Financial Services, Mutual Funds, Wealth Management, Management, Sales
Education
Georgia State University - J. Mack Robinson College of Business 2005 — 2007
MBA, Business Administration and Management, General
University of Georgia - Terry College of Business 1994 — 1998
BBA, Marketing
FIS September 2014 - May 2015
Reliance Trust Company an FIS Company 2010 - July 2014
Reliance Trust Company an FIS Company 2006 - 2010
Reliance Trust Company an FIS Company 2005 - 2006
MetroMedia Technologies April 2001 - April 2004
Skills
Portfolio Management, Investments, Relationship Management, Computer Software..., Business Strategy, Business Development, Trust Services, Project Management, Banking, Print Production Process, Outdoor Advertising, Financial Services, Mutual Funds, Wealth Management, Management, Sales
Education
Georgia State University - J. Mack Robinson College of Business 2005 — 2007
MBA, Business Administration and Management, General
University of Georgia - Terry College of Business 1994 — 1998
BBA, Marketing
Domonique Harris, MSA Domonique Harris, MSA's Reliance Trust Company an FIS Company Experience December 2013 - Present
Job Account Administrator at Reliance Trust Company an FIS Company
Industry Financial Services
Experience
Reliance Trust Company an FIS Company December 2013 - Present
Clayton County Public Schools November 2012 - November 2013
Bank of America March 2011 - November 2011
Hertz August 2010 - March 2011
Skills
Microsoft Office, Account Management, Account Servicing, Account Reconciliation, Accounts Receivable, Client Billing, Cash Management, Deposits, IRAs
Education
Liberty University 2012 — 2013
Master's Degree, Accounting, 3.8 out of 4.0
Albany State University 2006 — 2006
Bachelor's Degree, Accounting, 3.8 out of 4.0
Reliance Trust Company an FIS Company December 2013 - Present
Clayton County Public Schools November 2012 - November 2013
Bank of America March 2011 - November 2011
Hertz August 2010 - March 2011
Skills
Microsoft Office, Account Management, Account Servicing, Account Reconciliation, Accounts Receivable, Client Billing, Cash Management, Deposits, IRAs
Education
Liberty University 2012 — 2013
Master's Degree, Accounting, 3.8 out of 4.0
Albany State University 2006 — 2006
Bachelor's Degree, Accounting, 3.8 out of 4.0
Dan Tursi Dan Tursi's Reliance Trust Company an FIS Company Experience February 2007 - January 2008
Job Accountant III at BNY Mellon
Industry Accounting
Experience
BNY Mellon January 2008 - Present
Reliance Trust Company an FIS Company February 2007 - January 2008
PFPC August 2006 - January 2007
PFPC March 2005 - August 2006
Delaware Investments January 2003 - March 2005
Skills
Microsoft Office, Microsoft Excel, Peachtree, Quicken, Oracle, Bloomberg, SunGard, InvesTier, LAMP, Financial Analysis, Accounting, Financial Reporting, Finance, Management, Financial Accounting
Education
Elon University 1997 — 2002
Bachelor’s Degree, Finance
BNY Mellon January 2008 - Present
Reliance Trust Company an FIS Company February 2007 - January 2008
PFPC August 2006 - January 2007
PFPC March 2005 - August 2006
Delaware Investments January 2003 - March 2005
Skills
Microsoft Office, Microsoft Excel, Peachtree, Quicken, Oracle, Bloomberg, SunGard, InvesTier, LAMP, Financial Analysis, Accounting, Financial Reporting, Finance, Management, Financial Accounting
Education
Elon University 1997 — 2002
Bachelor’s Degree, Finance
Isaiah Jefferson Isaiah Jefferson's Reliance Trust Company an FIS Company Experience December 2013 - Present
Job Securities Transfer Specialist at Reliance Trust Company an FIS Company
Industry Financial Services
Experience
Reliance Trust Company an FIS Company December 2013 - Present
Merchants Preffered September 2013 - December 2013
KnackTek July 2013 - November 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft SQL Server, Microsoft Word, Customer Service, Visio, General Business..., Reporting & Analysis, Financial Analysis, Business Intelligence, SDLC, Business Analysis, Finance, Agile Methodologies
Education
Kennesaw State University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General, 3.3
Kennesaw State University 2010 — 2012
Bachelor's degree, Finance, General
Reliance Trust Company an FIS Company December 2013 - Present
Merchants Preffered September 2013 - December 2013
KnackTek July 2013 - November 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft SQL Server, Microsoft Word, Customer Service, Visio, General Business..., Reporting & Analysis, Financial Analysis, Business Intelligence, SDLC, Business Analysis, Finance, Agile Methodologies
Education
Kennesaw State University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General, 3.3
Kennesaw State University 2010 — 2012
Bachelor's degree, Finance, General
Andrew Mobley Andrew Mobley's Reliance Trust Company an FIS Company Experience February 2015 - Present
Job Tax & Compliance Officer Reliance Trust Company
Industry Financial Services
Experience
Reliance Trust Company an FIS Company February 2015 - Present
Reliance Trust Company an FIS Company October 2014 - February 2015
Reliance Trust Company an FIS Company February 2013 - October 2014
Reliance Trust Company an FIS Company February 2012 - February 2013
Reliance Trust Company an FIS Company June 2010 - February 2012
United States Arbitrage Finance April 2009 - June 2010
Synovus September 2005 - April 2008
Skills
Banking, Financial Services, Financial Analysis, Risk Management, Finance, Process Improvement, Investments, Asset Management, Portfolio Management, Mutual Funds, Securities
Education
Southern Polytechnic State University
Bachelor of Science (BS), Business Administration and Management, General
Reliance Trust Company an FIS Company February 2015 - Present
Reliance Trust Company an FIS Company October 2014 - February 2015
Reliance Trust Company an FIS Company February 2013 - October 2014
Reliance Trust Company an FIS Company February 2012 - February 2013
Reliance Trust Company an FIS Company June 2010 - February 2012
United States Arbitrage Finance April 2009 - June 2010
Synovus September 2005 - April 2008
Skills
Banking, Financial Services, Financial Analysis, Risk Management, Finance, Process Improvement, Investments, Asset Management, Portfolio Management, Mutual Funds, Securities
Education
Southern Polytechnic State University
Bachelor of Science (BS), Business Administration and Management, General
Derrell Mitchell's Reliance Trust Company an FIS Company Experience January 2005 - October 2007
Job Corporate Financial Planning & Analysis Professional
Industry Accounting
Experience
Columbia University in the City of New York July 2013 - Present
Kymira One Consulting December 2012 - July 2013
InterContinental Hotels Group October 2007 - November 2012
Reliance Trust Company an FIS Company January 2005 - October 2007
Reliance Trust Company an FIS Company September 2003 - January 2005
Skills
Accounting, Analysis, Account Reconciliation, Budgets, Forecasting, Financial Reporting, Financial Analysis, General Ledger, Microsoft Excel, Strategic Planning, Finance, Corporate Finance, Financial Modeling, Financial Statements, PeopleSoft, Internal Controls, Data Analysis, Cost Accounting, Process Improvement, Essbase, Hyperion Planning, Sarbanes-Oxley Act, TM1, Cross-functional Team..., SAP, Project Management, Corporate FP&A
Education
American Intercontinental University
Masters of Business Administration, Accounting
Clark Atlanta University
Bachelor's Degree, Business Administration/Finance
Columbia University in the City of New York July 2013 - Present
Kymira One Consulting December 2012 - July 2013
InterContinental Hotels Group October 2007 - November 2012
Reliance Trust Company an FIS Company January 2005 - October 2007
Reliance Trust Company an FIS Company September 2003 - January 2005
Skills
Accounting, Analysis, Account Reconciliation, Budgets, Forecasting, Financial Reporting, Financial Analysis, General Ledger, Microsoft Excel, Strategic Planning, Finance, Corporate Finance, Financial Modeling, Financial Statements, PeopleSoft, Internal Controls, Data Analysis, Cost Accounting, Process Improvement, Essbase, Hyperion Planning, Sarbanes-Oxley Act, TM1, Cross-functional Team..., SAP, Project Management, Corporate FP&A
Education
American Intercontinental University
Masters of Business Administration, Accounting
Clark Atlanta University
Bachelor's Degree, Business Administration/Finance
Jack Nguyen Jack Nguyen's Reliance Trust Company an FIS Company Experience June 2015 - August 2015
Job IT Student Technician at Terry College of Business
Industry Information Technology and Services
Experience
Chick-fil-A September 2015 - Present
Terry College of Business April 2015 - Present
Reliance Trust Company, an FIS Company June 2015 - August 2015
University of Georgia Housing August 2013 - April 2015
Roswell Recreation & Parks June 2013 - August 2014
Sprayberry Band of Gold July 2014 - July 2014
Education
The University of Georgia 2012 — 2016
Bachelor's Degree, Management Information Systems, General
Chick-fil-A September 2015 - Present
Terry College of Business April 2015 - Present
Reliance Trust Company, an FIS Company June 2015 - August 2015
University of Georgia Housing August 2013 - April 2015
Roswell Recreation & Parks June 2013 - August 2014
Sprayberry Band of Gold July 2014 - July 2014
Education
The University of Georgia 2012 — 2016
Bachelor's Degree, Management Information Systems, General
Courtney Crowley's Reliance Trust Company an FIS Company Experience December 2014 - January 2015
Job Server at Chickie's and Pete's
Industry Apparel & Fashion
Experience
Chickie's and Pete's December 2012 - Present
Reliance Trust Company an FIS Company December 2014 - January 2015
Forever 21 April 2014 - July 2014
Philly2Night.com 2014 - 2014
Condé Nast January 2013 - May 2013
Cushman & Wakefield May 2010 - August 2010
Flynn & O'Hara School Uniforms June 2003 - August 2007
Skills
Microsoft Office, Social Media, Customer Service, Management, Marketing, Microsoft Excel, Sales, Leadership, PowerPoint, Photoshop
Education
Art Institute of Philadelphia 2011 — 2014
Bachelor's Degree, Fashion Marketing
Penn State University 2007 — 2011
Bachelor of Arts (B.A.), Broadcast Communications
Chickie's and Pete's December 2012 - Present
Reliance Trust Company an FIS Company December 2014 - January 2015
Forever 21 April 2014 - July 2014
Philly2Night.com 2014 - 2014
Condé Nast January 2013 - May 2013
Cushman & Wakefield May 2010 - August 2010
Flynn & O'Hara School Uniforms June 2003 - August 2007
Skills
Microsoft Office, Social Media, Customer Service, Management, Marketing, Microsoft Excel, Sales, Leadership, PowerPoint, Photoshop
Education
Art Institute of Philadelphia 2011 — 2014
Bachelor's Degree, Fashion Marketing
Penn State University 2007 — 2011
Bachelor of Arts (B.A.), Broadcast Communications
Maurice Perry, MBA's Reliance Trust Company an FIS Company Experience July 2015 - Present
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
Nicole Pair's Reliance Trust Company an FIS Company Experience October 2013 - April 2014
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
Glenda Craig, ARPC's Reliance Trust Company an FIS Company Experience November 2012 - Present
Job Assistant Vice President at Reliance Trust Company an FIS Company
Industry Banking
Experience
Reliance Trust Company an FIS Company November 2012 - Present
SunTrust Bank January 1995 - February 2012
SunTrust Bank January 1979 - February 2012
SunTrust Bank 1995 - 2012
SunTrust Bank January 2000 - January 2002
SunTrust Bank January 1995 - January 2000
Skills
Client Service, 401k, Mutual Funds, Plan Design, Defined Benefit, Retirement, Investments, Asset Allocation, Banking, Defined Contribution, Financial Services, Leadership, Management, Relationship Management, CRM, Wealth Management, Portfolio Management, Retirement Planning, Risk Management
Education
Clark Atlanta University 1977 — 1981
Bachelor Arts, Accounting
Clark Atlanta University
B.A, Accounting
Reliance Trust Company an FIS Company November 2012 - Present
SunTrust Bank January 1995 - February 2012
SunTrust Bank January 1979 - February 2012
SunTrust Bank 1995 - 2012
SunTrust Bank January 2000 - January 2002
SunTrust Bank January 1995 - January 2000
Skills
Client Service, 401k, Mutual Funds, Plan Design, Defined Benefit, Retirement, Investments, Asset Allocation, Banking, Defined Contribution, Financial Services, Leadership, Management, Relationship Management, CRM, Wealth Management, Portfolio Management, Retirement Planning, Risk Management
Education
Clark Atlanta University 1977 — 1981
Bachelor Arts, Accounting
Clark Atlanta University
B.A, Accounting
Sharon Urban's Reliance Trust Company an FIS Company Experience September 2015 - Present
Job Trust Officer at Reliance Trust Company an FIS Company
Industry Financial Services
Experience
Reliance Trust Company an FIS Company September 2015 - Present
UBS Wealth Management July 2013 - September 2015
EMI 2009 - 2011
Dixon Hughes Goodman LLP 2009 - 2009
Bank of America Private Bank 2004 - 2005
Skills
State Tax Audits, Litigation Support, Tax Preparation, Tax, Tax Audits, Tax Compliance, Income Tax, Mergers, Forensic Accounting, Tax Research, Auditing, CPA, Restructuring, Mergers & Acquisitions, GAAP, Accounting, Financial Analysis
Education
University of Baltimore 1997 — 2001
L.L.M., Tax
University of Baltimore School of Law 1994 — 1997
J.D.
Loyola University Maryland 1992 — 1994
MBA, Finance
Notre Dame of Maryland University 1989 — 1992
B.A., Liberal Arts, Spanish and History
Reliance Trust Company an FIS Company September 2015 - Present
UBS Wealth Management July 2013 - September 2015
EMI 2009 - 2011
Dixon Hughes Goodman LLP 2009 - 2009
Bank of America Private Bank 2004 - 2005
Skills
State Tax Audits, Litigation Support, Tax Preparation, Tax, Tax Audits, Tax Compliance, Income Tax, Mergers, Forensic Accounting, Tax Research, Auditing, CPA, Restructuring, Mergers & Acquisitions, GAAP, Accounting, Financial Analysis
Education
University of Baltimore 1997 — 2001
L.L.M., Tax
University of Baltimore School of Law 1994 — 1997
J.D.
Loyola University Maryland 1992 — 1994
MBA, Finance
Notre Dame of Maryland University 1989 — 1992
B.A., Liberal Arts, Spanish and History
Adrian Alleyne's Reliance Trust Company an FIS Company Experience January 2014 - Present
Job Operations Officer | Supervisor of Fund Accounting at Reliance Trust Company an FIS Company
Industry Financial Services
Experience
Reliance Trust Company an FIS Company January 2014 - Present
Absolute Fund Administration January 2009 - December 2013
Absolute Fund January 2009 - December 2013
Madison Grey Holding, LLC June 2006 - December 2008
The Bank May 2004 - March 2006
The Execu-Search Group January 2004 - April 2004
TIAA-CREF March 2000 - September 2003
Skills
Bloomberg, Account Reconciliation, Equities, Hedge Funds, Accounting, Derivatives, Financial Services
Education
Long Island University
MBA, Finance
Medgar Evers College, City University of New York
B.Sc, Accounting; Accounting
Reliance Trust Company an FIS Company January 2014 - Present
Absolute Fund Administration January 2009 - December 2013
Absolute Fund January 2009 - December 2013
Madison Grey Holding, LLC June 2006 - December 2008
The Bank May 2004 - March 2006
The Execu-Search Group January 2004 - April 2004
TIAA-CREF March 2000 - September 2003
Skills
Bloomberg, Account Reconciliation, Equities, Hedge Funds, Accounting, Derivatives, Financial Services
Education
Long Island University
MBA, Finance
Medgar Evers College, City University of New York
B.Sc, Accounting; Accounting
David Mull's Reliance Trust Company an FIS Company Experience January 2015 - Present
Job Trust Relationship Manager at Reliance Trust Company an FIS Company
Industry Banking
Experience
Reliance Trust Company an FIS Company January 2015 - Present
Wells Fargo June 2010 - December 2014
Education
Campbell University 2005 — 2010
Master of Business Administration (M.B.A.)
Campbell University
Bachelor of Business Administration (B.B.A.), Trust and Wealth Management
Reliance Trust Company an FIS Company January 2015 - Present
Wells Fargo June 2010 - December 2014
Education
Campbell University 2005 — 2010
Master of Business Administration (M.B.A.)
Campbell University
Bachelor of Business Administration (B.B.A.), Trust and Wealth Management
Edward Leo's Reliance Trust Company an FIS Company Experience September 2014 - Present
Job Vice President & Relationship Manager @ Reliance Trust Company of Delaware
Industry Financial Services
Experience
Reliance Trust Company an FIS Company September 2014 - Present
Charles Schwab January 2012 - September 2014
The Advisory Trust Company of Delaware January 2008 - 2012
Wilmington Trust 1999 - 2008
Skills
Wealth Management, High Net Worth..., Financial Services, Wealth, Estate Planning, Asset Allocation, Portfolio Management, Trust Services, Banking, Investment Advisory, Asset Management, Investments, Wealth Management...
Education
Penn State University 1992 — 1998
Bachelors, Computer Science
Reliance Trust Company an FIS Company September 2014 - Present
Charles Schwab January 2012 - September 2014
The Advisory Trust Company of Delaware January 2008 - 2012
Wilmington Trust 1999 - 2008
Skills
Wealth Management, High Net Worth..., Financial Services, Wealth, Estate Planning, Asset Allocation, Portfolio Management, Trust Services, Banking, Investment Advisory, Asset Management, Investments, Wealth Management...
Education
Penn State University 1992 — 1998
Bachelors, Computer Science