SignatureFD Company
Description
Address: 1230 Peachtree St NE, Atlanta, GA 30309 Hours: Closed ⋅ Opens 8AM Friday8AM–5:30PMSaturdayClosedSundayClosedMonday8AM–5:30PMTuesday8AM–5:30PMWednesday8AM–5:30PMThursday8AM–5:30PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (404) 253-7600Category: : Place name: : : : Website: : : Website: http://www.signaturefd.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a questionPopular times Fridays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. : 6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on Fridays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of SignatureFD Posting publicly on the Web Write a review Reviews Be the first to review
SignatureFD List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at SignatureFD. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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SignatureFD Employees
Employee
Years
Job
Industry
Ralph Pasquariello, CLCS Ralph Pasquariello, CLCS's SignatureFD Experience June 2009 - April 2011
Job ★ Data / Cyber Insurance can provide Peace of Mind ★
Industry Insurance
Experience
Snellings Walters Insurance Agency May 2011 - Present
SignatureFD June 2009 - April 2011
Heidelberg USA September 2007 - April 2009
Heidelberg USA September 2005 - September 2007
Heidelberg USA January 2004 - January 2005
Heidelberg USA 1996 - 2005
Heidelberg December 1983 - September 1996
United States Lines Shipping 1980 - 1982
Skills
Commercial Insurance, Workers Compensation, Professional Liability, Casualty, Risk Assessment, Employment Practices..., CEOs, Liability Analysis, Property Claims, Employees, EEOC, Errors & Omissions, Insurance, Account Management, New Business Development, Employee Benefits, Sales Management, Direct Sales, Sales, Sales Process, Strategic Planning, Cold Calling, Leadership, Variable Data Printing, Product Management, B2B, Offset Printing, CRM, Sales Operations, Risk Management, Process Improvement, Management, Liability, Solution Selling, Technology E&O, Data liability, Network liability, Risk Mitigation, Risk Analysis, Claim, Strategic Partnerships, Direct Marketing, Legal Liability, General Insurance, Analysis, Health Insurance, Umbrella Insurance, Commercial Lines, Property & Casualty..., Underwriting
Education
Hartford National Underwriters 2009 — 2010
CLCS, Commercial Insurance
Monmouth University 1978 — 1979
Financing, Advanced Financing
Villanova University 1974 — 1978
Bachelor of Science (BS), Business and Communications
Wakefield 1970 — 1974
High School Grad
Snellings Walters Insurance Agency May 2011 - Present
SignatureFD June 2009 - April 2011
Heidelberg USA September 2007 - April 2009
Heidelberg USA September 2005 - September 2007
Heidelberg USA January 2004 - January 2005
Heidelberg USA 1996 - 2005
Heidelberg December 1983 - September 1996
United States Lines Shipping 1980 - 1982
Skills
Commercial Insurance, Workers Compensation, Professional Liability, Casualty, Risk Assessment, Employment Practices..., CEOs, Liability Analysis, Property Claims, Employees, EEOC, Errors & Omissions, Insurance, Account Management, New Business Development, Employee Benefits, Sales Management, Direct Sales, Sales, Sales Process, Strategic Planning, Cold Calling, Leadership, Variable Data Printing, Product Management, B2B, Offset Printing, CRM, Sales Operations, Risk Management, Process Improvement, Management, Liability, Solution Selling, Technology E&O, Data liability, Network liability, Risk Mitigation, Risk Analysis, Claim, Strategic Partnerships, Direct Marketing, Legal Liability, General Insurance, Analysis, Health Insurance, Umbrella Insurance, Commercial Lines, Property & Casualty..., Underwriting
Education
Hartford National Underwriters 2009 — 2010
CLCS, Commercial Insurance
Monmouth University 1978 — 1979
Financing, Advanced Financing
Villanova University 1974 — 1978
Bachelor of Science (BS), Business and Communications
Wakefield 1970 — 1974
High School Grad
Meredith Ellis Meredith Ellis's SignatureFD Experience May 2015 - August 2015
Job Student at Clemson University College of Business and Behavioral Science
Industry
Experience
SignatureFD May 2015 - August 2015
Education
Clemson University - College of Business and Behavioral Science 2014 — 2018
Bachelor’s Degree, Economics
SignatureFD May 2015 - August 2015
Education
Clemson University - College of Business and Behavioral Science 2014 — 2018
Bachelor’s Degree, Economics
Michelle Kruger Michelle Kruger's SignatureFD Experience May 2014 - August 2014
Job Graduate Student at the University of Georgia
Industry Financial Services
Experience
Elwood & Goetz Wealth Advisory Group May 2015 - Present
Aspire Clinic August 2014 - May 2015
Volunteer Income Tax Assistance Clinic (VITA) January 2014 - April 2015
SignatureFD May 2014 - August 2014
Skills
PowerPoint, Financial Analysis, Financial Modeling, Microsoft Excel, Microsoft Office
Education
The University of Georgia 2013 — 2018
Doctor of Philosophy (Ph.D.), Financial Planning, Housing, and Consumer Economics
The University of Georgia 2011 — 2015
Bachelor's Degree, Finance
Wesleyan School 2007 — 2011
Elwood & Goetz Wealth Advisory Group May 2015 - Present
Aspire Clinic August 2014 - May 2015
Volunteer Income Tax Assistance Clinic (VITA) January 2014 - April 2015
SignatureFD May 2014 - August 2014
Skills
PowerPoint, Financial Analysis, Financial Modeling, Microsoft Excel, Microsoft Office
Education
The University of Georgia 2013 — 2018
Doctor of Philosophy (Ph.D.), Financial Planning, Housing, and Consumer Economics
The University of Georgia 2011 — 2015
Bachelor's Degree, Finance
Wesleyan School 2007 — 2011
Laura R. Knolle, MS, CFP® Laura R. Knolle, MS, CFP®'s SignatureFD Experience January 2007 - January 2009
Job Financial Planner at Ballou Plum Wealth Advisors
Industry Financial Services
Experience
Ballou Plum Wealth Advisors July 2012 - Present
Summit Wealth & Retirement Partners, Inc. March 2009 - June 2012
SignatureFD January 2007 - January 2009
Morgan Stanley February 2005 - September 2006
Wells Real Estate Funds 2002 - 2005
Education
Golden Gate University 2011 — 2013
M.S., Financial Planning & Taxation with an emphasis in Estate Planning
Michigan State University - The Eli Broad Graduate School of Management 1997 — 2001
B.A., Finance
Ballou Plum Wealth Advisors July 2012 - Present
Summit Wealth & Retirement Partners, Inc. March 2009 - June 2012
SignatureFD January 2007 - January 2009
Morgan Stanley February 2005 - September 2006
Wells Real Estate Funds 2002 - 2005
Education
Golden Gate University 2011 — 2013
M.S., Financial Planning & Taxation with an emphasis in Estate Planning
Michigan State University - The Eli Broad Graduate School of Management 1997 — 2001
B.A., Finance
Calvin Li Calvin Li's SignatureFD Experience November 2012 - May 2013
Job Consultant at EY
Industry Management Consulting
Experience
EY September 2015 - Present
EY June 2014 - August 2014
Bloomberg LP July 2013 - May 2014
Aon Hewitt September 2013 - December 2013
Porsche Cars North America May 2013 - July 2013
SignatureFD November 2012 - May 2013
State Senator Curt Thompson August 2010 - January 2011
Skills
Strategy, Accounting, Microsoft Office, Social Media, Bloomberg Terminal, SAP, Final Cut Pro, Data Analysis, Public Speaking, Public Policy
Education
Emory University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, Strategy and Management Consulting
Duluth High School 2007 — 2011
Diploma
EY September 2015 - Present
EY June 2014 - August 2014
Bloomberg LP July 2013 - May 2014
Aon Hewitt September 2013 - December 2013
Porsche Cars North America May 2013 - July 2013
SignatureFD November 2012 - May 2013
State Senator Curt Thompson August 2010 - January 2011
Skills
Strategy, Accounting, Microsoft Office, Social Media, Bloomberg Terminal, SAP, Final Cut Pro, Data Analysis, Public Speaking, Public Policy
Education
Emory University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, Strategy and Management Consulting
Duluth High School 2007 — 2011
Diploma
Nick Caras's SignatureFD Experience May 2014 - August 2014
Job Summer Analyst at McKinney Capital
Industry Investment Management
Experience
Culverhouse Investment Management Group September 2014 - Present
McKinney Capital June 2015 - July 2015
UA Capital Management September 2013 - September 2014
SignatureFD May 2014 - August 2014
SignatureFD December 2013 - December 2013
VeloCity Pro Cycling January 2013 - May 2013
CUTCO Cutlery June 2012 - August 2012
Skills
Social Networking, Microsoft Excel, Sales, PowerPoint, Microsoft Word, Market Research, Investments, Data Analysis, Research, Social Media Marketing, Social Media, Valuation, Microsoft Office, Networking, Cold Calling, Analytics, Financial Analysis
Education
University of Alabama 2012 — 2016
Culverhouse Investment Management Group September 2014 - Present
McKinney Capital June 2015 - July 2015
UA Capital Management September 2013 - September 2014
SignatureFD May 2014 - August 2014
SignatureFD December 2013 - December 2013
VeloCity Pro Cycling January 2013 - May 2013
CUTCO Cutlery June 2012 - August 2012
Skills
Social Networking, Microsoft Excel, Sales, PowerPoint, Microsoft Word, Market Research, Investments, Data Analysis, Research, Social Media Marketing, Social Media, Valuation, Microsoft Office, Networking, Cold Calling, Analytics, Financial Analysis
Education
University of Alabama 2012 — 2016
Grace S. Bennett Grace S. Bennett's SignatureFD Experience June 2009 - June 2011
Job Analyst at Investure
Industry Financial Services
Experience
Investure July 2015 - Present
Mangham Associates August 2014 - June 2015
King Family Vineyards 2015 - 2015
King Family Vineyards 2015 - 2015
Diversified Trust February 2012 - July 2014
IDEX July 2011 - February 2012
SignatureFD June 2009 - June 2011
Education
The University of Georgia 2005 — 2009
BBA, Finance
Investure July 2015 - Present
Mangham Associates August 2014 - June 2015
King Family Vineyards 2015 - 2015
King Family Vineyards 2015 - 2015
Diversified Trust February 2012 - July 2014
IDEX July 2011 - February 2012
SignatureFD June 2009 - June 2011
Education
The University of Georgia 2005 — 2009
BBA, Finance
Jonathan Kim Jonathan Kim's SignatureFD Experience April 2013 - August 2013
Job Business Analyst at Accenture
Industry Management Consulting
Experience
Accenture June 2015 - Present
Aston Group August 2013 - May 2015
CoreLogic June 2014 - August 2014
City of Atlanta, Office of Sustainability August 2013 - May 2014
SignatureFD April 2013 - August 2013
Rollins School of Public Health, Department of Information Technology August 2012 - May 2013
Skills
Microsoft Excel, Leadership, Teamwork, PowerPoint, Interpersonal Skill, Ethics, Python, Google Adwords, Community Engagement, Java, Analytics
Education
Emory University - Goizueta Business School 2011 — 2015
Bachelor of Business Administration (BBA), Information Systems & Operation Management
연세대학교 / Yonsei University 2012 — 2012
Study Abroad
University of Minnesota-Twin Cities 2011 — 2011
Post-Secondary Enrollment Options
Eden Prairie High School 2007 — 2011
Accenture June 2015 - Present
Aston Group August 2013 - May 2015
CoreLogic June 2014 - August 2014
City of Atlanta, Office of Sustainability August 2013 - May 2014
SignatureFD April 2013 - August 2013
Rollins School of Public Health, Department of Information Technology August 2012 - May 2013
Skills
Microsoft Excel, Leadership, Teamwork, PowerPoint, Interpersonal Skill, Ethics, Python, Google Adwords, Community Engagement, Java, Analytics
Education
Emory University - Goizueta Business School 2011 — 2015
Bachelor of Business Administration (BBA), Information Systems & Operation Management
연세대학교 / Yonsei University 2012 — 2012
Study Abroad
University of Minnesota-Twin Cities 2011 — 2011
Post-Secondary Enrollment Options
Eden Prairie High School 2007 — 2011
Blake Williams, MBA, AFC, CFP® Blake Williams, MBA, AFC, CFP®'s SignatureFD Experience August 2013 - Present
Job Senior Planning Associate at SignatureFD
Industry Financial Services
Experience
SignatureFD August 2013 - Present
PPA Advisors May 2008 - July 2013
Kwokman Productions/ESPN November 2004 - December 2007
Bales & Eckel Financial Group May 2007 - August 2007
Education
The University of Georgia 2004 — 2008
BSFCS, Financial Planning
University of North Georgia 2011 — 2013
MBA, Master of Business Administration, 4.0
SignatureFD August 2013 - Present
PPA Advisors May 2008 - July 2013
Kwokman Productions/ESPN November 2004 - December 2007
Bales & Eckel Financial Group May 2007 - August 2007
Education
The University of Georgia 2004 — 2008
BSFCS, Financial Planning
University of North Georgia 2011 — 2013
MBA, Master of Business Administration, 4.0
Philip Beatty Philip Beatty's SignatureFD Experience August 2013 - Present
Job Partner at SignatureFD
Industry Investment Management
Experience
SignatureFD August 2013 - Present
Ansley Golf Club 2000 - 2014
PPA Advisors March 2000 - July 2013
Beatty, Schival and Associates, CPA's LLC September 1990 - September 2000
Arthur Young and Company, CPA's August 1983 - August 1988
Skills
Strategic Financial..., Microsoft Excel, Investments, Investment Advisory, Budgets, Mergers & Acquisitions, Financial Advisory, Accounting, Management, Small Business, Management Consulting, Leadership, Auditing, Investment Management, Estate Planning, Finance, Retirement, Financial Planners, Financial Services, Securities
Education
Univ North Carolina Chapel Hill 1978 — 1982
BS, Accounting
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1978 — 1982
BS, Accounting and Business/Management
SignatureFD August 2013 - Present
Ansley Golf Club 2000 - 2014
PPA Advisors March 2000 - July 2013
Beatty, Schival and Associates, CPA's LLC September 1990 - September 2000
Arthur Young and Company, CPA's August 1983 - August 1988
Skills
Strategic Financial..., Microsoft Excel, Investments, Investment Advisory, Budgets, Mergers & Acquisitions, Financial Advisory, Accounting, Management, Small Business, Management Consulting, Leadership, Auditing, Investment Management, Estate Planning, Finance, Retirement, Financial Planners, Financial Services, Securities
Education
Univ North Carolina Chapel Hill 1978 — 1982
BS, Accounting
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1978 — 1982
BS, Accounting and Business/Management
Matt Barber, CFA, CFP® Matt Barber, CFA, CFP®'s SignatureFD Experience August 2013 - Present
Job Senior Planning Associate at SignatureFD
Industry Financial Services
Experience
SignatureFD August 2013 - Present
Homrich Berg June 2008 - August 2013
Liberty Street Investment Management May 2007 - May 2008
Skills
Certified Financial..., Chartered Financial..., Retirement Planning, Income Protection, Inheritance Tax Planning, Investment Advisory, Investment Management, Alternative Investments, Wealth Accumulation, Wealth Management..., Wealth Preservation..., 401k Rollovers, Asset Allocation, Strategic Financial..., Portfolio Management, Valuation, High Net Worth..., Financial Planners, Retirement, Investments, Estate Planning, Finance, Wealth Management, Cash Flow Management, Income Tax Planning, Risk Mitigation, Investment Strategies, Personal Finance, Financial Advisory, Management, Asset Management, Financial Analysis
Education
The University of Georgia 2003 — 2008
Bachelor of Science in Family and Consumer Sciences, Financial Planning
SignatureFD August 2013 - Present
Homrich Berg June 2008 - August 2013
Liberty Street Investment Management May 2007 - May 2008
Skills
Certified Financial..., Chartered Financial..., Retirement Planning, Income Protection, Inheritance Tax Planning, Investment Advisory, Investment Management, Alternative Investments, Wealth Accumulation, Wealth Management..., Wealth Preservation..., 401k Rollovers, Asset Allocation, Strategic Financial..., Portfolio Management, Valuation, High Net Worth..., Financial Planners, Retirement, Investments, Estate Planning, Finance, Wealth Management, Cash Flow Management, Income Tax Planning, Risk Mitigation, Investment Strategies, Personal Finance, Financial Advisory, Management, Asset Management, Financial Analysis
Education
The University of Georgia 2003 — 2008
Bachelor of Science in Family and Consumer Sciences, Financial Planning
Corey Dutra's SignatureFD Experience June 2014 - August 2015
Job 3rd Year Business Administration Finance
Industry Financial Services
Experience
SignatureFD June 2014 - August 2015
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Java, HTML
Education
Georgia Institute of Technology 2013 — 2017
Georgia Institute of Technology 2013 — 2017
Finance, General
SignatureFD June 2014 - August 2015
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Java, HTML
Education
Georgia Institute of Technology 2013 — 2017
Georgia Institute of Technology 2013 — 2017
Finance, General
Jim Tally Jim Tally's SignatureFD Experience July 2012 - Present
Job Partner at SignatureFD
Industry Investment Management
Experience
SignatureFD July 2012 - Present
U.S. Trust 2005 - 2012
Merrill Lynch 2003 - 2005
SunTrust Bank 1993 - 2003
Skills
Wealth Management, Strategic Financial..., Investments, Wealth Preservation..., Multi-generational..., Wealth Accumulation..., Estate Planning, Medical Professional &..., Investment Management, Alternative Investments, Financial Services, Finance, Wealth, Equities, Management, Risk Management, Portfolio Management, High Net Worth..., Retirement
Education
The University of Georgia 1988 — 1992
Bachelor of Arts (BA), English
Cannon Financial Institute
Trust and Estate Planning
Southern Trust School
Trust and Estate Planning
SignatureFD July 2012 - Present
U.S. Trust 2005 - 2012
Merrill Lynch 2003 - 2005
SunTrust Bank 1993 - 2003
Skills
Wealth Management, Strategic Financial..., Investments, Wealth Preservation..., Multi-generational..., Wealth Accumulation..., Estate Planning, Medical Professional &..., Investment Management, Alternative Investments, Financial Services, Finance, Wealth, Equities, Management, Risk Management, Portfolio Management, High Net Worth..., Retirement
Education
The University of Georgia 1988 — 1992
Bachelor of Arts (BA), English
Cannon Financial Institute
Trust and Estate Planning
Southern Trust School
Trust and Estate Planning
Jiayu Jimmy Wang Jiayu Jimmy Wang's SignatureFD Experience September 2012 - March 2013
Job Experienced Associate PwC Forensic Services
Industry Management Consulting
Experience
PwC August 2014 - Present
PwC June 2013 - August 2013
SignatureFD September 2012 - March 2013
Nebraska Department of Health and Human Services May 2012 - October 2012
Emory University September 2010 - May 2012
Kumon Math & Reading June 2008 - August 2010
Skills
Data Analysis, Microsoft Excel, Research, Chinese, Mandarin, Financial Accounting, Managerial Finance, Tutoring, Operational Systems, Microsoft Office, Statistics, JavaScript, Stata, Qualitative Research, PowerPoint, SPSS, SAS programming, Microsoft Publisher, Public Speaking, Social Psychology, Hebrew
Education
Emory University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
Lincoln East High School 2007 — 2010
PwC August 2014 - Present
PwC June 2013 - August 2013
SignatureFD September 2012 - March 2013
Nebraska Department of Health and Human Services May 2012 - October 2012
Emory University September 2010 - May 2012
Kumon Math & Reading June 2008 - August 2010
Skills
Data Analysis, Microsoft Excel, Research, Chinese, Mandarin, Financial Accounting, Managerial Finance, Tutoring, Operational Systems, Microsoft Office, Statistics, JavaScript, Stata, Qualitative Research, PowerPoint, SPSS, SAS programming, Microsoft Publisher, Public Speaking, Social Psychology, Hebrew
Education
Emory University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
Lincoln East High School 2007 — 2010
Dan Dubay Dan Dubay's SignatureFD Experience August 2013 - Present
Job Partner, Director of SignatureEXEC
Industry Financial Services
Experience
SignatureFD August 2013 - Present
PPA Advisors April 1994 - July 2013
Asset Managent Group, Inc. August 1988 - April 1994
Skills
Retirement Planning, Financial Planning, Estate Planning, Investments, Investment Advisory, Strategic Financial..., Securities, Financial Services, Wealth Management, Finance, Financial Advisory
Education
The University of Georgia 1984 — 1988
BBA Finance
University of Georgia - Terry College of Business 1984 — 1988
Bachelor of Business Administration (BBA), Finance, General
SignatureFD August 2013 - Present
PPA Advisors April 1994 - July 2013
Asset Managent Group, Inc. August 1988 - April 1994
Skills
Retirement Planning, Financial Planning, Estate Planning, Investments, Investment Advisory, Strategic Financial..., Securities, Financial Services, Wealth Management, Finance, Financial Advisory
Education
The University of Georgia 1984 — 1988
BBA Finance
University of Georgia - Terry College of Business 1984 — 1988
Bachelor of Business Administration (BBA), Finance, General
Maria McCool Maria McCool's SignatureFD Experience March 2009 - Present
Job Director of Property and Casualty at SignatureFD
Industry Insurance
Experience
SignatureFD March 2009 - Present
Mercator Risk Services July 2006 - January 2009
Firemans Fund Insurance Company 2004 - 2006
Chubb 1988 - 2005
Education
University of Georgia - Terry College of Business 1986 — 1988
Bachelor, Business Administration, Insurance and Risk management
SignatureFD March 2009 - Present
Mercator Risk Services July 2006 - January 2009
Firemans Fund Insurance Company 2004 - 2006
Chubb 1988 - 2005
Education
University of Georgia - Terry College of Business 1986 — 1988
Bachelor, Business Administration, Insurance and Risk management
Elizabeth Snyder Elizabeth Snyder's SignatureFD Experience November 2014 - Present
Job Principal at SignatureFD
Industry Financial Services
Experience
SignatureFD November 2014 - Present
Diversified Trust January 2011 - November 2014
Diversified Trust September 2009 - January 2011
GenSpring Family Offices February 2007 - September 2009
Wilmington Trust May 2002 - February 2007
SunTrust Bank April 1998 - May 2002
Skills
Estate Planning, Wealth Management, High Net Worth..., Alternative Investments, Asset Managment, Estate Tax Planning, Asset Allocation, Investment Management, Philanthropy, Asset Management, Investments, Strategic Financial..., Investment Strategies, Wealth Management..., Securities, Wealth, Portfolio Management, Investment Advisory, Planned Giving, Private Equity, Equities, Retirement Planning, Financial Advisory, Fixed Income, Mutual Funds, Financial Services
Education
Georgia State University - J. Mack Robinson College of Business 1999 — 2002
MBA, Marketing
Emory University 1992 — 1996
BA, Art History
SignatureFD November 2014 - Present
Diversified Trust January 2011 - November 2014
Diversified Trust September 2009 - January 2011
GenSpring Family Offices February 2007 - September 2009
Wilmington Trust May 2002 - February 2007
SunTrust Bank April 1998 - May 2002
Skills
Estate Planning, Wealth Management, High Net Worth..., Alternative Investments, Asset Managment, Estate Tax Planning, Asset Allocation, Investment Management, Philanthropy, Asset Management, Investments, Strategic Financial..., Investment Strategies, Wealth Management..., Securities, Wealth, Portfolio Management, Investment Advisory, Planned Giving, Private Equity, Equities, Retirement Planning, Financial Advisory, Fixed Income, Mutual Funds, Financial Services
Education
Georgia State University - J. Mack Robinson College of Business 1999 — 2002
MBA, Marketing
Emory University 1992 — 1996
BA, Art History
Anna Ngo, CFP® Anna Ngo, CFP®'s SignatureFD Experience January 2014 - Present
Job Financial Planning Associate at SignatureFD
Industry Financial Services
Experience
SignatureFD January 2014 - Present
SG Financial Advisors January 2011 - January 2014
Miller Wealth Financial May 2010 - August 2010
Alfa Insurance May 2009 - December 2009
Education
University of Georgia - Terry College of Business 2008 — 2010
B.B.A, Risk Management and Insurance
University of Georgia - Housing and Consumer Economics 2006 — 2010
B.S.F.C.S., Family Financial Planning
SignatureFD January 2014 - Present
SG Financial Advisors January 2011 - January 2014
Miller Wealth Financial May 2010 - August 2010
Alfa Insurance May 2009 - December 2009
Education
University of Georgia - Terry College of Business 2008 — 2010
B.B.A, Risk Management and Insurance
University of Georgia - Housing and Consumer Economics 2006 — 2010
B.S.F.C.S., Family Financial Planning
Jeff Peller, CPA, PFS, CFP® Jeff Peller, CPA, PFS, CFP®'s SignatureFD Experience October 1997 - Present
Job CoFounder and CEO, SignatureFD
Industry Financial Services
Experience
SignatureFD October 1997 - Present
Frazier & Deeter, LLC September 1993 - October 1997
Skills
Wealth Management, Investments, Financial Planning, Estate Tax Planning, Retirement Planning, Asset Management, Insurance, Estate Planning, Investment Strategy, Risk Management, Tax Planning
Education
Georgia State University 1993 — 1995
Masters of Taxation, Taxation
Syracuse University 1990 — 1993
Bachelor of Science, Accounting
SignatureFD October 1997 - Present
Frazier & Deeter, LLC September 1993 - October 1997
Skills
Wealth Management, Investments, Financial Planning, Estate Tax Planning, Retirement Planning, Asset Management, Insurance, Estate Planning, Investment Strategy, Risk Management, Tax Planning
Education
Georgia State University 1993 — 1995
Masters of Taxation, Taxation
Syracuse University 1990 — 1993
Bachelor of Science, Accounting
Todd Sheets, CFA, CAIA's SignatureFD Experience August 2004 - Present
Job Partner at SignatureFD
Industry Investment Management
Experience
SignatureFD August 2004 - Present
SunTrust Bank October 1997 - August 2004
Skills
Asset Management, Estate Planning, Wealth Management, Alternative Investments, Investment Strategies, Asset Allocation, Portfolio Management
Education
University of North Carolina at Chapel Hill 1994 — 1997
Bachelor of Science, Business Administration
SignatureFD August 2004 - Present
SunTrust Bank October 1997 - August 2004
Skills
Asset Management, Estate Planning, Wealth Management, Alternative Investments, Investment Strategies, Asset Allocation, Portfolio Management
Education
University of North Carolina at Chapel Hill 1994 — 1997
Bachelor of Science, Business Administration
Jane M. Haverty Jane M. Haverty's SignatureFD Experience 2012 - 2013
Job CEO, Havertyfirm, LLC
Industry Law Practice
Experience
Havertyfirm, LLC 2011 - Present
Emory Law School January 2014 - Present
Saint Joseph's Mercy Care Foundation 2000 - Present
Saint Joseph's Mercy Care Services, Inc. 1985 - Present
Saint Joseph's Health System, Inc. 2000 - Present
Steer Smart, Inc 2004 - Present
SignatureFD 2012 - 2013
Leadership Atlanta 2007 - 2013
Mercy Housing Southeast, Inc. 2005 - January 2012
Smith, Gambrell & Russell, LLP 1996 - July 2011
Skills
Leadership, Nonprofits, Strategic Planning, Real Estate, Non-profits, Real Estate Transactions, Community Development, Business Development, Sustainable Development, Corporate Law, Start-ups, General Corporate..., Mergers & Acquisitions, Fundraising, Joint Ventures, Legal Research, Governance, Contract Negotiation, Due Diligence, Board Development, Philanthropy, Entrepreneurship, Strategy, Executive Management, Recruiting, Legal Writing, Commercial Real Estate, Negotiation, Corporate Governance, Volunteer Management, Teaching, Nonprofit Law, Management, Marketing, Business
Education
University of Georgia School of Law 1979 — 1981
JD, cum laude, law
Florida State University, Florence, Italy 1976 — 1978
graduate studies, art history
Colgate University 1972 — 1976
BA, cum laude, Fine Arts
The Westminster Schools 1959 — 1972
Havertyfirm, LLC 2011 - Present
Emory Law School January 2014 - Present
Saint Joseph's Mercy Care Foundation 2000 - Present
Saint Joseph's Mercy Care Services, Inc. 1985 - Present
Saint Joseph's Health System, Inc. 2000 - Present
Steer Smart, Inc 2004 - Present
SignatureFD 2012 - 2013
Leadership Atlanta 2007 - 2013
Mercy Housing Southeast, Inc. 2005 - January 2012
Smith, Gambrell & Russell, LLP 1996 - July 2011
Skills
Leadership, Nonprofits, Strategic Planning, Real Estate, Non-profits, Real Estate Transactions, Community Development, Business Development, Sustainable Development, Corporate Law, Start-ups, General Corporate..., Mergers & Acquisitions, Fundraising, Joint Ventures, Legal Research, Governance, Contract Negotiation, Due Diligence, Board Development, Philanthropy, Entrepreneurship, Strategy, Executive Management, Recruiting, Legal Writing, Commercial Real Estate, Negotiation, Corporate Governance, Volunteer Management, Teaching, Nonprofit Law, Management, Marketing, Business
Education
University of Georgia School of Law 1979 — 1981
JD, cum laude, law
Florida State University, Florence, Italy 1976 — 1978
graduate studies, art history
Colgate University 1972 — 1976
BA, cum laude, Fine Arts
The Westminster Schools 1959 — 1972
Laura Hubbell, CFA's SignatureFD Experience January 2015 - Present
Job Director of Portfolio Management at SignatureFD
Industry Investment Management
Experience
SignatureFD January 2015 - Present
SignatureFD November 2007 - Present
Brown Brothers Harriman March 2006 - August 2007
Brown Brothers Harriman August 2004 - March 2006
Skills
Portfolio Management, Investment Management, Alternative Investments, Asset Allocation, Investments, Mutual Funds, Hedge Funds, Fixed Income, Asset Managment, Equities, Wealth Management
Education
Boston University 2000 — 2004
MA, Economics
Boston University 2000 — 2004
BA, Economics
Boston University 2000 — 2004
BA, German Language and Literature
SignatureFD January 2015 - Present
SignatureFD November 2007 - Present
Brown Brothers Harriman March 2006 - August 2007
Brown Brothers Harriman August 2004 - March 2006
Skills
Portfolio Management, Investment Management, Alternative Investments, Asset Allocation, Investments, Mutual Funds, Hedge Funds, Fixed Income, Asset Managment, Equities, Wealth Management
Education
Boston University 2000 — 2004
MA, Economics
Boston University 2000 — 2004
BA, Economics
Boston University 2000 — 2004
BA, German Language and Literature
Wade Hill, CFP ® Wade Hill, CFP ®'s SignatureFD Experience July 2014 - Present
Job Investment Analyst at SignatureFD
Industry Financial Services
Experience
SignatureFD July 2014 - Present
GenSpring Family Offices October 2012 - July 2014
GenSpring Family Offices January 2011 - October 2012
Ameriprise Financial Services, Inc. - Bryant, Carroll, and Associates June 2010 - July 2010
Skills
Alternative Investments, Strategic Financial..., Asset Allocation, Investments, Management, Customer Service, Portfolio Management, Asset Management, Leadership, Marketing, Investment Management, Estate Planning, Financial Analysis, Equities
Education
The University of Georgia 2006 — 2010
Family Financial Planning
SignatureFD July 2014 - Present
GenSpring Family Offices October 2012 - July 2014
GenSpring Family Offices January 2011 - October 2012
Ameriprise Financial Services, Inc. - Bryant, Carroll, and Associates June 2010 - July 2010
Skills
Alternative Investments, Strategic Financial..., Asset Allocation, Investments, Management, Customer Service, Portfolio Management, Asset Management, Leadership, Marketing, Investment Management, Estate Planning, Financial Analysis, Equities
Education
The University of Georgia 2006 — 2010
Family Financial Planning
Carter Fields Carter Fields's SignatureFD Experience January 2015 - Present
Job Investment Analyst Intern at Signature FD
Industry
Experience
Georgia Tech Student Foundation Investment Committee September 2013 - Present
SignatureFD January 2015 - Present
Tobin & Company Investment Banking Group LLC May 2015 - July 2015
Spain Park Summer Day Camp June 2012 - July 2013
Hoover Teen Board April 2010 - May 2013
Skills
Microsoft Excel, Financial Analysis, Investment Banking, Microsoft Office, Team Leadership, PowerPoint, Microsoft Word, Teamwork, Leadership, Public Speaking
Education
Georgia Institute of Technology 2013 — 2017
Bachelor of Science, Business Administration; Finance
Spain Park High School 2009 — 2013
High School
Georgia Tech Student Foundation Investment Committee September 2013 - Present
SignatureFD January 2015 - Present
Tobin & Company Investment Banking Group LLC May 2015 - July 2015
Spain Park Summer Day Camp June 2012 - July 2013
Hoover Teen Board April 2010 - May 2013
Skills
Microsoft Excel, Financial Analysis, Investment Banking, Microsoft Office, Team Leadership, PowerPoint, Microsoft Word, Teamwork, Leadership, Public Speaking
Education
Georgia Institute of Technology 2013 — 2017
Bachelor of Science, Business Administration; Finance
Spain Park High School 2009 — 2013
High School
Anna Baker's SignatureFD Experience July 2015 - Present
Job Client Care Associate at SignatureFD
Industry Financial Services
Experience
SignatureFD July 2015 - Present
Peachtree Planning Corporation February 2013 - July 2015
Peachtree Planning Corporation November 2012 - February 2013
Festivity Group September 2012 - November 2012
Chatham Bars Inn June 2012 - September 2012
Summer Sitters June 2012 - September 2012
Elmcrest Children's Center January 2012 - May 2012
Skills
Child Development, Psychology, Childcare, Sales, Marketing, Teamwork, Organization, Licensed Life & Health..., Event Planning
Education
Syracuse University 2008 — 2012
Bachelor of Arts (B.A.), Psychology
SignatureFD July 2015 - Present
Peachtree Planning Corporation February 2013 - July 2015
Peachtree Planning Corporation November 2012 - February 2013
Festivity Group September 2012 - November 2012
Chatham Bars Inn June 2012 - September 2012
Summer Sitters June 2012 - September 2012
Elmcrest Children's Center January 2012 - May 2012
Skills
Child Development, Psychology, Childcare, Sales, Marketing, Teamwork, Organization, Licensed Life & Health..., Event Planning
Education
Syracuse University 2008 — 2012
Bachelor of Arts (B.A.), Psychology
Heather Robertson Fortner Heather Robertson Fortner's SignatureFD Experience December 2014 - Present
Job Partner, Chief Compliance Officer and Chief Operating Officer at SignatureFD, LLC
Industry Financial Services
Experience
SignatureFD, LLC February 2013 - Present
SignatureFD December 2014 - Present
SignatureFD, LLC February 2003 - December 2014
Education
Georgia State University 2003 — 2005
Master of Science (MS), Professional Counseling
Kennesaw State University
Bachelor of Finance
SignatureFD, LLC February 2013 - Present
SignatureFD December 2014 - Present
SignatureFD, LLC February 2003 - December 2014
Education
Georgia State University 2003 — 2005
Master of Science (MS), Professional Counseling
Kennesaw State University
Bachelor of Finance
Andy Roberts Andy Roberts's SignatureFD Experience 2013 - 2014
Job Commercial Real Estate Consultant at Cresa
Industry Commercial Real Estate
Experience
Cresa Atlanta 2014 - Present
SignatureFD 2013 - 2014
Wells Real Estate Funds 2006 - 2013
Homrich Berg 2005 - 2006
Education
Furman University 1996 — 2000
Bachelor of Arts (B.A.), Business Administration
Georgia State University - J. Mack Robinson College of Business 2003 — 2005
Master of Business Administration (M.B.A.), Finance
Cresa Atlanta 2014 - Present
SignatureFD 2013 - 2014
Wells Real Estate Funds 2006 - 2013
Homrich Berg 2005 - 2006
Education
Furman University 1996 — 2000
Bachelor of Arts (B.A.), Business Administration
Georgia State University - J. Mack Robinson College of Business 2003 — 2005
Master of Business Administration (M.B.A.), Finance
Anna Reid Fonville Anna Reid Fonville's SignatureFD Experience July 2012 - Present
Job Investment Analyst at SignatureFD
Industry Financial Services
Experience
SignatureFD July 2012 - Present
Skills
Portfolio Management, Wealth Management, Investment Management, Asset Allocation, Asset Management, Investments, Alternative Investments, Mutual Funds, Equities, Fixed Income, Hedge Funds
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2012
BS in Business Administration, Investments
SignatureFD July 2012 - Present
Skills
Portfolio Management, Wealth Management, Investment Management, Asset Allocation, Asset Management, Investments, Alternative Investments, Mutual Funds, Equities, Fixed Income, Hedge Funds
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2012
BS in Business Administration, Investments
Brittain Bloomfield Brittain Bloomfield's SignatureFD Experience January 2012 - Present
Job Client Concierge
Industry Financial Services
Experience
SignatureFD January 2012 - Present
Tonic Life Communications May 2011 - August 2011
Skills
Interpersonal, Highly Adaptable, Highly Analytical, Results Oriented, Networking, Building Relationships
Education
Auburn University 2007 — 2011
Bachelor of Business, International Business, Marketing, Spanish
The International Summer School 2010 — 2010
University of Salamanca 2008 — 2008
SignatureFD January 2012 - Present
Tonic Life Communications May 2011 - August 2011
Skills
Interpersonal, Highly Adaptable, Highly Analytical, Results Oriented, Networking, Building Relationships
Education
Auburn University 2007 — 2011
Bachelor of Business, International Business, Marketing, Spanish
The International Summer School 2010 — 2010
University of Salamanca 2008 — 2008
Page Harty, CFP®, CDFA™ Page Harty, CFP®, CDFA™'s SignatureFD Experience July 2008 - Present
Job Partner at SignatureFD
Industry Financial Services
Experience
SignatureFD July 2008 - Present
SunTrust Bank January 2002 - June 2008
Morgan Stanley Wealth Management January 1999 - July 2001
Skills
Wealth Management, Financial Analysis, Strategic Financial..., Retirement Planning, Transition Planning, Estate Planning, New Business Development, Cash Flow Forecasting, Life Transitions, Professional Women, Women Leaders, Women Owned Business
Education
University of Georgia - Terry College of Business 2008 — 2009
Executive Program for Financial Planning, CFP
University of Georgia - Terry College of Business 1977 — 1981
BA, Finance
SignatureFD July 2008 - Present
SunTrust Bank January 2002 - June 2008
Morgan Stanley Wealth Management January 1999 - July 2001
Skills
Wealth Management, Financial Analysis, Strategic Financial..., Retirement Planning, Transition Planning, Estate Planning, New Business Development, Cash Flow Forecasting, Life Transitions, Professional Women, Women Leaders, Women Owned Business
Education
University of Georgia - Terry College of Business 2008 — 2009
Executive Program for Financial Planning, CFP
University of Georgia - Terry College of Business 1977 — 1981
BA, Finance
Chris Molinari Chris Molinari's SignatureFD Experience January 2009 - November 2010
Job Managing Director Taylor & Taylor LLC
Industry Insurance
Experience
Taylor & Taylor LLC Atlanta November 2010 - Present
SignatureFD January 2009 - November 2010
Firemans Fund Insurance Company June 2005 - December 2008
Chubb Insurance January 2004 - June 2005
Chubb Insurance June 2002 - January 2004
Chubb Insurance March 1997 - June 2002
Education
Rider University
BS, Business Management
Taylor & Taylor LLC Atlanta November 2010 - Present
SignatureFD January 2009 - November 2010
Firemans Fund Insurance Company June 2005 - December 2008
Chubb Insurance January 2004 - June 2005
Chubb Insurance June 2002 - January 2004
Chubb Insurance March 1997 - June 2002
Education
Rider University
BS, Business Management
Molly Parker Molly Parker's SignatureFD Experience February 2012 - July 2013
Job Tax Associate at Frazier & Deeter, LLC
Industry Financial Services
Experience
Frazier & Deeter, LLC September 2015 - Present
Frazier & Deeter, LLC June 2015 - August 2015
GEORGIA TECH FOOTBALL TEAM August 2010 - May 2015
SignatureFD February 2012 - July 2013
DB Schenker Rail Deutschland AG January 2013 - May 2013
Georgia Tech Athletic Association Chiropractic Office July 2010 - January 2011
Office Assistant August 2008 - August 2010
Skills
PowerPoint, Social Media, Microsoft Excel, Microsoft Word, Research, Public Speaking, Leadership, Eviews
Education
GEORGIA INSTITUE OF TECHNOLOGY, Ivan Allen College of Liberal Arts 2010 — 2015
Bachelor of Science, Global Economics; Modern LanguagesMay 2015 Language; German
Georgia Institute of Technology 2010 — 2015
Bachelor of Science, International Plan, Business; Accounting
MARIST SCHOOL 2004 — 2010
High School Diploma
Frazier & Deeter, LLC September 2015 - Present
Frazier & Deeter, LLC June 2015 - August 2015
GEORGIA TECH FOOTBALL TEAM August 2010 - May 2015
SignatureFD February 2012 - July 2013
DB Schenker Rail Deutschland AG January 2013 - May 2013
Georgia Tech Athletic Association Chiropractic Office July 2010 - January 2011
Office Assistant August 2008 - August 2010
Skills
PowerPoint, Social Media, Microsoft Excel, Microsoft Word, Research, Public Speaking, Leadership, Eviews
Education
GEORGIA INSTITUE OF TECHNOLOGY, Ivan Allen College of Liberal Arts 2010 — 2015
Bachelor of Science, Global Economics; Modern LanguagesMay 2015 Language; German
Georgia Institute of Technology 2010 — 2015
Bachelor of Science, International Plan, Business; Accounting
MARIST SCHOOL 2004 — 2010
High School Diploma
James Jim Boone, CFP®'s SignatureFD Experience August 2013 - Present
Job Partner / Wealth Management Advisor
Industry Financial Services
Experience
SignatureFD August 2013 - Present
PPA Advisors January 1977 - July 2013
AXA Equitable November 1966 - December 1976
United States Air Force September 1962 - August 1966
Skills
Wealth Management, Estate Planning, Strategic Financial..., Investment Advisory, Financial Advisory, Asset Allocation, Musician
Education
College Of Financial Planning 1982 — 1984
CFP, Financial Planning
Georgia Southern University 1958 — 1962
Finance, General
Wilkinson Senior High
SignatureFD August 2013 - Present
PPA Advisors January 1977 - July 2013
AXA Equitable November 1966 - December 1976
United States Air Force September 1962 - August 1966
Skills
Wealth Management, Estate Planning, Strategic Financial..., Investment Advisory, Financial Advisory, Asset Allocation, Musician
Education
College Of Financial Planning 1982 — 1984
CFP, Financial Planning
Georgia Southern University 1958 — 1962
Finance, General
Wilkinson Senior High
Harlan Graiser, MBA, CFP®, CLTC's SignatureFD Experience August 2006 - Present
Job Sr. Risk Mgt. Consultant at SignatureFD
Industry Financial Services
Experience
SignatureFD August 2006 - Present
Education
Georgia State University - J. Mack Robinson College of Business 2006 — 2008
PFP Graduate Certificate, PFP
Rensselaer Polytechnic Institute
BS, Mechanical Engineering
Xavier University
MBA, Finance
SignatureFD August 2006 - Present
Education
Georgia State University - J. Mack Robinson College of Business 2006 — 2008
PFP Graduate Certificate, PFP
Rensselaer Polytechnic Institute
BS, Mechanical Engineering
Xavier University
MBA, Finance
Mary Leslie Hardy's SignatureFD Experience December 2008 - May 2010
Job Senior Executive Assistant/Private Family
Industry Executive Office
Experience
Coffman Family January 2011 - Present
200 Office June 2010 - December 2010
SignatureFD December 2008 - May 2010
WorthPoint 2007 - 2008
Ginny and Charles Brewer 2006 - 2007
The Honorable Anne Cox Chambers 2002 - 2006
Smith Barney 1993 - 2002
Skills
Executive Management, Strategic Planning, Management, Business Strategy, Budgets, Strategic Partnerships, Team Building, Social Media Marketing, Project Management, Social Media, Entrepreneurship, Business Development, Marketing Strategy, Human Resources, Process Scheduler, Project Planning, Sales, Social Networking
Education
LaGrange College 1988 — 1993
2 BAs, Speech Communications/Theater and Art/Graphic Design
Coffman Family January 2011 - Present
200 Office June 2010 - December 2010
SignatureFD December 2008 - May 2010
WorthPoint 2007 - 2008
Ginny and Charles Brewer 2006 - 2007
The Honorable Anne Cox Chambers 2002 - 2006
Smith Barney 1993 - 2002
Skills
Executive Management, Strategic Planning, Management, Business Strategy, Budgets, Strategic Partnerships, Team Building, Social Media Marketing, Project Management, Social Media, Entrepreneurship, Business Development, Marketing Strategy, Human Resources, Process Scheduler, Project Planning, Sales, Social Networking
Education
LaGrange College 1988 — 1993
2 BAs, Speech Communications/Theater and Art/Graphic Design
Russell Cearley, CFA®'s SignatureFD Experience December 2014 - Present
Job Partner, Director of Portfolio Strategy at SignatureFD
Industry Investment Management
Experience
SignatureFD December 2014 - Present
SignatureFD March 2010 - December 2014
SunTrust Investment Services August 2008 - March 2010
TIAA-CREF January 2007 - May 2008
Skills
Asset Allocation, Alternative Investments, Investment Management, Investments
Education
University of North Carolina at Chapel Hill 2001 — 2005
Bachelor of Arts, Economics, Political Science
SignatureFD December 2014 - Present
SignatureFD March 2010 - December 2014
SunTrust Investment Services August 2008 - March 2010
TIAA-CREF January 2007 - May 2008
Skills
Asset Allocation, Alternative Investments, Investment Management, Investments
Education
University of North Carolina at Chapel Hill 2001 — 2005
Bachelor of Arts, Economics, Political Science
Clara C. Parris's SignatureFD Experience January 2015 - Present
Job Planning Associate at SignatureFD
Industry Financial Services
Experience
SignatureFD January 2015 - Present
Wells Fargo, The Private Bank June 2014 - January 2015
Wells Fargo, The Private Bank January 2013 - May 2014
Adventures In Missions January 2011 - November 2011
Keel Point, LLC June 2008 - November 2010
Skills
Financial Planning, Wealth Management, Cash Flow Planning, Retirement Planning, Estate Planning, Risk Management, Income Tax Planning
Education
Clemson University - College of Business and Behavioral Science 2004 — 2008
BS, Corporate Finance
University of Georgia - Terry College of Business
Certificate in Financial Planning
SignatureFD January 2015 - Present
Wells Fargo, The Private Bank June 2014 - January 2015
Wells Fargo, The Private Bank January 2013 - May 2014
Adventures In Missions January 2011 - November 2011
Keel Point, LLC June 2008 - November 2010
Skills
Financial Planning, Wealth Management, Cash Flow Planning, Retirement Planning, Estate Planning, Risk Management, Income Tax Planning
Education
Clemson University - College of Business and Behavioral Science 2004 — 2008
BS, Corporate Finance
University of Georgia - Terry College of Business
Certificate in Financial Planning
Julia Prescott's SignatureFD Experience May 2010 - December 2014
Job Senior Planning Associate at SignatureFD
Industry Financial Services
Experience
Juice Plus January 2015 - Present
SignatureFD May 2010 - December 2014
The Ayco Company August 2007 - May 2010
The Ayco Company, L.P. - A Goldman Sachs Company 2007 - May 2010
Vroon & Crongeyer June 2005 - August 2005
Alston & Bird LLP June 2003 - August 2004
Georgia Justice Project May 2002 - August 2002
Education
Georgia State University - J. Mack Robinson College of Business 2007 — 2008
MBA, Law, Marketing, & Finance
Georgia State University College of Law 2004 — 2007
JD, Business
Skidmore College 1999 — 2003
BA, Philosophy & French Double Major
Juice Plus January 2015 - Present
SignatureFD May 2010 - December 2014
The Ayco Company August 2007 - May 2010
The Ayco Company, L.P. - A Goldman Sachs Company 2007 - May 2010
Vroon & Crongeyer June 2005 - August 2005
Alston & Bird LLP June 2003 - August 2004
Georgia Justice Project May 2002 - August 2002
Education
Georgia State University - J. Mack Robinson College of Business 2007 — 2008
MBA, Law, Marketing, & Finance
Georgia State University College of Law 2004 — 2007
JD, Business
Skidmore College 1999 — 2003
BA, Philosophy & French Double Major
Charles (Mat) Barnwell's SignatureFD Experience May 2009 - September 2009
Job Client Executive at IBM
Industry Information Technology and Services
Experience
IBM June 2015 - Present
IBM September 2013 - June 2015
IBM July 2012 - September 2013
Career Sports & Entertainment May 2011 - December 2011
Green and Sapp August 2010 - June 2011
SignatureFD May 2009 - September 2009
Sports Media Challenge January 2009 - May 2009
Skills
Marketing, Account Management, Social Media, Microsoft Office, Contract Negotiation, Marketing Strategy, Sales, Social Media Marketing, Business Development, Customer Service, Microsoft Excel, Strategy, Cloud Computing, PowerPoint, Solution Selling, Management, Leadership
Education
Georgia State University College of Law 2009 — 2012
Juris Doctorate
University of Georgia - Terry College of Business 2004 — 2008
Bachelor's degree, Finance, General
IBM June 2015 - Present
IBM September 2013 - June 2015
IBM July 2012 - September 2013
Career Sports & Entertainment May 2011 - December 2011
Green and Sapp August 2010 - June 2011
SignatureFD May 2009 - September 2009
Sports Media Challenge January 2009 - May 2009
Skills
Marketing, Account Management, Social Media, Microsoft Office, Contract Negotiation, Marketing Strategy, Sales, Social Media Marketing, Business Development, Customer Service, Microsoft Excel, Strategy, Cloud Computing, PowerPoint, Solution Selling, Management, Leadership
Education
Georgia State University College of Law 2009 — 2012
Juris Doctorate
University of Georgia - Terry College of Business 2004 — 2008
Bachelor's degree, Finance, General
John O'Donnell, CIMA®, CPWA®'s SignatureFD Experience December 2014 - Present
Job Partner at SignatureFD
Industry Financial Services
Experience
SignatureFD December 2014 - Present
Skills
Financial Planning, Financial Design, Executive Financial..., Wealth Transfer, Asset Protection, Wealth Management, Investment Management
Education
University of Pennsylvania - The Wharton School
Certified Investment Management Analyst®
The University of Chicago - Booth School of Business
Certified Private Wealth Advisor®
Santa Clara University
Bachelor of Arts, English Literature
SignatureFD December 2014 - Present
Skills
Financial Planning, Financial Design, Executive Financial..., Wealth Transfer, Asset Protection, Wealth Management, Investment Management
Education
University of Pennsylvania - The Wharton School
Certified Investment Management Analyst®
The University of Chicago - Booth School of Business
Certified Private Wealth Advisor®
Santa Clara University
Bachelor of Arts, English Literature