SignatureFD, LLC

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SignatureFD, LLC Employees

Employee
Years
Job
Industry
Blair Cunningham, CFP®, CPA Blair Cunningham, CFP®, CPA Greater Atlanta Area Details
Blair Cunningham, CFP®, CPA's SignatureFD, LLC Experience 2000 - Present
Job Partner at SignatureFD, LLC
Industry Financial Services
Experience
SignatureFD, LLC   2000 - Present
Ronald Blue & Co.   1988 - 2000

Skills
Charitable Giving, Philanthropy, Estate Planning, Investment Management, Strategic Planning, Financial Planning, Wealth Management, Wealth Transfer Planning

Education
University of Georgia - Terry College of Business   1981 — 1984
BBA, Accounting

Charles S. Zimmerman Charles S. Zimmerman Greater Atlanta Area Details
Charles S. Zimmerman's SignatureFD, LLC Experience December 2002 - Present
Job Partner at SignatureFD, LLC
Industry Financial Services
Experience
SignatureFD, LLC   December 2002 - Present
Wachovia Bank  1997 - 2002

Skills
Wealth Management, Retirement Planning, Portfolio Management, Estate Planning, Investments, Strategic Financial..., Investment Management, Financial Analysis, Mortgage Lending, Financial Advisory, Retirement, Financial Modeling, Asset Management, Wealth

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   1971 — 1973
MBA

Eckerd College   1967 — 1971
BA, Economics

Jay Loyd, CPA, CFP® Jay Loyd, CPA, CFP® Atlanta, Georgia Details
Jay Loyd, CPA, CFP®'s SignatureFD, LLC Experience August 2012 - Present
Job Senior Planning Associate at SignatureFD
Industry Financial Services
Experience
SignatureFD, LLC   August 2012 - Present
Peachtree Planning Corporation  July 2011 - August 2012
Octagon  June 2008 - July 2010
Denver Broncos Football Club  March 2009 - October 2009

Skills
Series 7, Series 66, Insurance, Account Management, Estate Planning, Tax Advisory, Investment Management

Education
Georgia State University - J. Mack Robinson College of Business   2012 — 2012
Master's degree, Accounting

University of Georgia - Terry College of Business   2004 — 2008
B.B.A - Management, Management

Heather Robertson Fortner Heather Robertson Fortner Greater Atlanta Area Details
Heather Robertson Fortner's SignatureFD, LLC Experience February 2013 - 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

Doug Liptak Doug Liptak Atlanta, Georgia Details
Doug Liptak's SignatureFD, LLC Experience January 1997 - Present
Job Chief Development Officer at SignatureFD || Visionary Financial Designer for successful individuals || CFP, CPA
Industry Financial Services
Experience
SignatureFD, LLC   January 1997 - Present
Frazier & Deeter, LLC   1993 - 1996

Skills
Asset Managment, Dynamic Asset Allocation, Risk Management, Personal Financial..., Estate Planning, Family Office, Personal CFO, CPA, CFP, Intergenerational..., Wealth Management, Property & Casualty..., Life Insurance, Personal Income Tax...

Education
Georgia State University   1992 — 1994
Master's degree, Taxation and Personal Financial Planning

Furman University   1988 — 1992
Bachelor of Arts (B.A.), Accounting

Marist   1983 — 1988

Jennifer (Thompson) Stephenson Jennifer (Thompson) Stephenson Atlanta, Georgia Details
Jennifer (Thompson) Stephenson's SignatureFD, LLC Experience February 2012 - Present
Job Senior Planning Associate at SignatureFD, LLC
Industry Accounting
Experience
SignatureFD, LLC   February 2012 - Present
Ernst & Young  October 2009 - February 2012
ACCION USA  August 2007 - August 2008

Education
Georgia State University - J. Mack Robinson College of Business   2008 — 2009
Masters of Accountancy, Accounting

Boston College - Carroll School of Management   2003 — 2007
BS, Business - Accounting

Erin Hynek Erin Hynek Pensacola, Florida Area Details
Erin Hynek's SignatureFD, LLC Experience 2002 - 2009
Job Chief Investment Officer at FS Advisors
Industry Investment Management
Experience
FSA Investment Group, LLC   March 2012 - Present
O'Sullivan Creel Wealth Advisors, LLP   August 2007 - March 2012
F&D Advisors, LLC   October 2002 - March 2009
SignatureFD, LLC   2002 - 2009
Oxford Financial Group  January 2001 - September 2002
Charles Schwab  September 1995 - February 2001
Robert W. Baird & Co.   1994 - 1995

Skills
Investments, Investment Advisory, Asset Allocation, Asset Management, Portfolio Management, Wealth Management

Education
LEAP   2011 — 2012

Ball State University - College of Business   1990 — 1994
BS, Finance

Christopher Sean Young Christopher Sean Young Greater Atlanta Area Details
Christopher Sean Young's SignatureFD, LLC Experience January 2007 - November 2011
Job Software Developer at Google
Industry Computer Software
Experience
Google  June 2013 - Present
Pervasive Software  November 2011 - May 2013
Trove Inc   March 2004 - May 2013
SignatureFD, LLC   January 2007 - November 2011
NASA Goddard Space Flight Center  May 2010 - August 2010
National Aeronautics and Space Administration  May 2009 - August 2009

Skills
Algorithms, Software Engineering, Eclipse, Databases, Java, C++, Operating Systems, Linux, VMware, Machine Learning, Embedded Systems, Programming, C#

Education
Georgia Institute of Technology   2006 — 2010
Bachelor of Science, Computer Science

Cedarville University   2005 — 2006
Computer Engineering

Vanessa Rada, MBA Vanessa Rada, MBA Greater New York City Area Details
Vanessa Rada, MBA's SignatureFD, LLC Experience August 2007 - August 2008
Job Assistant Director at NYCHHC
Industry Hospital & Health Care
Experience
NYCHHC  May 2013 - Present
SUNY Downstate - UPB   October 2011 - May 2013
Self Employed  September 2008 - September 2011
SignatureFD, LLC   August 2007 - August 2008
Barclays Capital  March 2005 - January 2007
HSBC  May 1995 - April 2004
Federal Reserve Bank of New York  August 1989 - May 1995

Skills
Human Resources, Office Management, Recruiting, Process Improvement, Microsoft Office, Microsoft Excel, PowerPoint, Leadership, Event Planning, Employee Relations, Cross-functional Team..., Budgets

Education
Baruch College, City University of New York (CUNY)   2002 — 2006
MBA, Business Administration

City University of New York - Medgar Evers College   1989 — 1994
BS, Business Administration

St. Rose's High

Faith Plummer Faith Plummer Atlanta, Georgia Details
Faith Plummer's SignatureFD, LLC Experience 2008 - 2011
Job Atlanta Regional Workers Compensation
Industry Insurance
Experience
Chubb Insurance  2011 - Present
SignatureFD, LLC   2008 - 2011

Skills
General Insurance, Claim, Professional Liability, Workers Compensation, Life Insurance, Property and Casualty..., Liability, Risk Management

Education
Georgia State University   2001 — 2003
Bachelor of Arts (B.A.), Public & Political Communication, Sociology Minor

The University of Georgia
Communication