Renaissance Bank Advisors
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Renaissance Bank Advisors Employees
Teacher, Speaker, Author 2011 - Present
Destination Golf Ventures 2009 - 2011
Renaissance Bank Advisors 2006 - 2009
Clark Consulting 1998 - 2004
Bank Compensation Strategies 1985 - 1997
Skills
Business Strategy, Mutual Funds, Management Consulting, Strategic Planning, Investments, Risk Management, Executive Management, New Business Development, Management, Budgets, Strategy, Insurance, Financial Modeling, Leadership, Start-ups, Philanthropy, Thought Leadership, Marketing, Mergers & Acquisitions
Education
Augustana College (SD)
Bachelor's degree, Double Major, Mathematics and Business
Meyer-Chatfield January 2015 - Present
Meyer-Chatfield July 2011 - December 2014
Clark Consulting February 2009 - June 2011
Renaissance Bank Advisors July 1999 - July 2008
USMC November 1993 - November 2001
Daniel A. Winters and Company, CPA April 1997 - June 1999
Skills
Account Reconciliation, Financial Audit, Financial Analysis, Financial Modeling, Project Management, Retirement Benefit..., Technical Advisor, 409A Compliance, System Development, Non-Qualified Deferred..., BOLI, Employee Benefits, Auditing, Executive Pay, Life Insurance, Process Improvement, Analysis, Insurance, Budgets, Finance, Management, Leadership
Education
Strayer University 2008 — 2011
MBA, Finance
Strayer University 2005 — 2007
B.S., Accounting
Unionville High School 1984 — 1988
Bascomb United Methodist Preschool August 2015 - Present
Learning Express Toys November 2013 - August 2014
Renaissance Bank Advisors August 2005 - May 2009
Paradigm Chemical and Consulting October 2004 - May 2005
Skills
Legal Administration, Accounting, Account Reconciliation, Marketing, Payroll, Auditing, Insurance, Sales, Financial Risk, Analysis, Office Management, Human Resources, Financial Analysis, Bank Reconciliation, Account Management, Spreadsheets, QuickBooks, Portfolio Management, Market Research, Life Insurance, Underwriting, Relationship Management, Benefits Administration, Finance, Accounts Receivable, Training, Banking
Education
Kennesaw State University 2006 — 2010
Bachelor's of Business Administration, Marketing
Valdosta State University 2000 — 2002
Thomasville High School 1995 — 1999
NFP Executive Benefits February 2012 - Present
EarthLink July 2011 - February 2012
Self - Employed July 2008 - February 2012
Renaissance Bank Advisors June 2007 - July 2008
Education
Berry College
BA, Religion
Emory University
Theological Studies
Momentum Telecom August 2009 - Present
Renaissance Bank Advisors February 2008 - May 2009
Renaissance Bank Advisors 1998 - 2009
Skills
Customer Service, Visio, Travel Arrangements, Outlook, Team Building, Telecommunications, Process Scheduler, Troubleshooting
Education
Georgia Perimeter College 1990 — 1996
Teacher Education
Benevis February 2014 - Present
Medical Management Professionals (MMP) August 2008 - February 2014
Renaissance Bank Advisors December 2006 - August 2008
Amerisave Mortgage Corporation August 2006 - October 2006
Wachovia Securities December 2005 - August 2006
Skills
Microsoft Excel, Management, Analysis, Portfolio Management, Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Outlook, Strategic Planning, Insurance, Budgets, Trending, Presentations, Process Improvement, Thinking Outside The Box, Business Efficiency, Time Management, Business Ethics, Forward Thinking, Sees the Big Picture, Reliable, Healthcare Management, Employee Relations, Training, Human Resources, Business Planning, Payroll, Recruiting, Office Management, Revenue Cycle Management, Revenue Cycle, Healthcare Analytics
Education
Kennesaw State University - Michael J. Coles College of Business 2002 — 2006
Bachelor, Finance
NCCS 1998 — 2002
Diploma
VeriFone November 2011 - April 2015
Prommis Solutions February 2009 - October 2011
Renaissance Bank Advisors July 1999 - February 2008
Benmark July 1999 - February 2008
Exchange Bank June 1996 - February 1999
Skills
Financial Analysis, Finance, Financial Services, Employee Benefits, Loans, Accounts Payable, Accounting, Accounts Receivable, Workday HRIS, Salesforce.com, Banking
Education
Putnam County High School 1992 — 1996
University of Georgia - Terry College of Business 1992 — 1996
BBA, Finance, General
Benchmark Plus Management LLC August 2014 - Present
Common Sense Investment Management August 2010 - October 2013
G Eyerly Associates May 2009 - July 2010
Renaissance Bank Advisors February 2008 - April 2009
G Eyerly Associates LLC March 2007 - January 2008
MB Schoen & Assoc. September 2005 - February 2007
Nationwide Financial July 2004 - September 2005
Wachovia Corporation April 2001 - July 2004
Tyco Electronics (formerly Siemens EC, Inc.) July 1997 - April 2001
Tomco Plastic, Inc. July 1993 - July 1997
Education
Bowling Green State University 1987 — 1991
Bachelor of Science in Business Administration, Marketing
CUNA Mutual Group June 2013 - Present
Burns-Fazzi, Brock & Associates December 2011 - May 2013
NFP Executive Benefits November 2007 - December 2011
Renaissance Bank Advisors October 2007 - November 2011
Education
Florida State University - College of Business 1977 — 1981
BS, Finance
Renaissance Bank Advisors 2002 - 2008
Benmark 2002 - 2008
Skills
Employee Benefits, Legal Compliance, Financial Analysis, Portfolio Management, Professional Services, Deferred Compensation, Insurance, Investments, Customer Service, Default, Accounting, Life Insurance, Team Building, Strategic Planning, Underwriting, Integration, Account Management, Software Project..., Competitive Analysis
Education
University of North Carolina at Chapel Hill 1995 — 1999
Bachelor of Business Administration (B.B.A.), Accounting and Finance
The Sheeter Group January 2011 - Present
Rust Consulting October 2008 - December 2010
Renaissance Bank Advisors June 2007 - September 2008
The Benefit Marketing Group (Benmark) December 1994 - June 2007
Education
Minnesota State University, Mankato 1985 — 1989
BS, Accounting and Economics
Lockheed Martin IS&GS Civil June 2012 - Present
TEKsystems contract Lockheed Martin IS&GS Civil CDC Operations Division of Select Agent (DSAT) June 2011 - June 2012
Visionary Integration Professionals (VIP) June 2009 - June 2011
Renaissance Bank Advisors January 2008 - April 2009
Mohawk Industries April 2002 - January 2008
Skills
ASP.NET, .NET, Microsoft SQL Server, C#, Visual Studio, LINQ, TFS, T-SQL, XML, ASP.NET MVC, AJAX
Education
University of North Georgia 1998 — 2001
CIS
Benefit Consulting Group July 2008 - Present
Renaissance Bank Advisors 1999 - 2008
Renaissance Bank Advisors, LLC (National Financial Partners) 1999 - 2008
Skills
Insurance, Employee Benefits, Retirement, Marketing, Wealth Management, Portfolio Management
Education
University of Alabama 1965 — 1970
BS, Business Administration
Flordia College (Jr College) 1963 — 1965
Nearman, Maynard, Vallez, CPAs, P.A> December 2010 - Present
Everest Institute July 2008 - March 2010
Renaissance Bank Advisors January 2007 - March 2008
Safeco Insurance January 2006 - January 2007
Skills
Accounting, Underwriting, Managerial Finance, Insurance, Financial Analysis, Finance, Credit, Employee Benefits, Auditing, Customer Service, Leadership, Analysis, Process Improvement, Sarbanes-Oxley Act, Financial Reporting, Internal Audit, Internal Controls, Financial Services, Banking, Loans, Financial Risk
Education
Keller Graduate School of Management of DeVry University 2008 — 2010
MAFM, Accounting and Financial Management
University of Phoenix 2005 — 2007
MBA, Business Administration
Morehouse College 2000 — 2004
Bachelor of Arts, Finance