Southwestern Investment Group

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Southwestern Investment Group Employees

Employee
Years
Job
Industry
Courtney Slagle Courtney Slagle Greater Nashville Area Details
Courtney Slagle's Southwestern Investment Group Experience April 2014 - Present
Job Director of Client Operations for Mark G. Deering, CFP
Industry Financial Services
Experience
Southwestern Investment Group   April 2014 - Present
Southwestern Investment Group   June 2013 - April 2014
Harding Academy  January 2010 - May 2013

Skills
PowerPoint, Microsoft Office, Microsoft Word, Social Media, Public Speaking, Research, Event Planning, Microsoft Excel, Customer Service, Facebook, Teamwork, Leadership, Time Management, Social Networking, Teaching

Education
Lipscomb University   2009 — 2013
Bachelor's Degree, Corporate Management, Cum Laude

Travis Cullman Travis Cullman Knoxville, Tennessee Area Details
Travis Cullman's Southwestern Investment Group Experience March 2015 - Present
Job Financial Advisor at Southwestern Investment Group
Industry Financial Services
Experience
Southwestern Investment Group   March 2015 - Present
Southwestern Investment Group   January 2014 - March 2015
Southwestern Investment Group   January 2013 - December 2014

Skills
Financial Planning, Estate Planning, Investment Strategies, Retirement Planning, Insurance Planning, Tax Planning, College Education...

Education
Belmont University   2012 — 2013
Bachelor of Business Administration (BBA), Accounting

Belmont University   2007 — 2011
BM, Commercial Music/Piano, Composition and Music Tech

Will Scroggins, CFP® Will Scroggins, CFP® Greater Nashville Area Details
Will Scroggins, CFP®'s Southwestern Investment Group Experience April 2015 - Present
Job Wealth Advisor at Southwestern Investment Group
Industry Financial Services
Experience
Southwestern Investment Group   April 2015 - Present
Cadence Investment Services, Inc.   April 2012 - April 2015
VALIC  February 2008 - April 2012

Skills
Personal Financial..., Investment Advisory, Retirement Planning, Insurance, FINRA, Finance, Financial Services, Investments, Retirement, Securities, Series 7, Wealth Management, Asset Allocation, Financial Advisory, Series 63

Education
University of Alabama   2003 — 2007
Bachelor of Science (BS), Finance and Economics

Vickie Smiley Vickie Smiley Greater Nashville Area Details
Vickie Smiley's Southwestern Investment Group Experience 2011 - 2012
Job Client Services Manager at Informa
Industry Financial Services
Experience
Informa  October 2012 - Present
SOUTHWESTERN INVESTMENT GROUP   2011 - 2012
Deutsche Bank  2006 - 2010
Informa  2004 - 2006
Deutsche Bank  1995 - 2004

Skills
Manage Client..., Investments, Retirement Planning, Strategic Financial..., Equities, Portfolio Management, Mutual Funds, Retirement, Asset Management, Mortgage Lending, Risk Management, Credit, Loans, Finance, CRM, Relationship Management

Education
Tennessee Technological University   1983 — 1988
Bachelor of Science (B.S.), Marketing

Cash Tunstall Cash Tunstall Franklin, Tennessee Details
Cash Tunstall's Southwestern Investment Group Experience January 2013 - Present
Job CERTIFIED FINANCIAL PLANNER™ Southwestern Investment Group
Industry Financial Services
Experience
Southwestern Investment Group   January 2013 - Present
Federated Insurance  November 2008 - December 2012
Southwestern Company  May 2005 - October 2008

Skills
Investments, Retirement Planning, Investment Strategies, Strategic Planning, Simplifying the Complex, Portfolio Management, Financial Advisory, Retirement

Education
Asbury College   2003 — 2007
Bachelor of Arts (BA), Communication and Media Studies, Magna Cum Laude

Jim Landers Jim Landers Greater Nashville Area Details
Jim Landers's Southwestern Investment Group Experience January 2014 - Present
Job Wealth Advisor Raymond James
Industry Financial Services
Experience
Southwestern Investment Group   January 2014 - Present
Regions Financial Corporation  January 2013 - October 2013
Morgan Keegan  September 2007 - October 2011
UBS  2002 - 2007

Skills
Strategic Financial..., Wealth Management, Series 7, Series 65, Retirement Planning, Investments, Asset Managment, Asset Allocation, 401k Rollovers, Estate Planning, Asset Management, Financial Advisory, Mutual Funds, Securities, Finance, Customer Service, Financial Planning

Education
Belmont University   1998 — 2002
BS, Business Administration and Management, General

Pillow Academy   1984 — 1997

Brian Reichenbach Brian Reichenbach Greater Nashville Area Details
Brian Reichenbach's Southwestern Investment Group Experience August 2011 - Present
Job Financial Advisor with Southwestern Investment Group
Industry Legal Services
Experience
Southwestern Investment Group   August 2011 - Present

Skills
Westlaw

Education
Vanderbilt Law School   2009 — 2011
J.D., Law

Miami University   2005 — 2008
B.A., Political Science and History

Matthew Denmark Matthew Denmark Brentwood, Tennessee Details
Matthew Denmark's Southwestern Investment Group Experience September 2013 - Present
Job Financial Advisor
Industry Financial Services
Experience
Southwestern Investment Group   September 2013 - Present

Education
Ball State University   1999 — 2004
Corporate Finance and Financial Institutions

Casady School   1993 — 1999

Leslie Strange Leslie Strange United States Details
Leslie Strange's Southwestern Investment Group Experience February 2012 - Present
Job Parttime office assistant at Southwestern Investment Group
Industry Financial Services
Experience
Southwestern Investment Group   February 2012 - Present
Faith Financial Planners   September 2006 - October 2007
Bolen Asset Management   August 2004 - August 2006
Peerman Davis LLC   August 2000 - August 2004

Education
Auburn University   1995 — 1999

Brentwood High School

Matt Ferlic Matt Ferlic Greater Denver Area Details
Matt Ferlic's Southwestern Investment Group Experience September 2006 - November 2008
Job Principal at Slipstream Properties
Industry Real Estate
Experience
Slipstream Properties   January 2010 - Present
Southwestern Investment Group   September 2006 - November 2008
MDC Holdings  September 2003 - July 2006

Skills
Real Estate, Disposition, Investment Properties, Investments, Real Estate Development, Real Estate Transactions, Property Management, Apartments, Brokerage, Commercial Real Estate, Tenant, Property, Residential Homes, Investors, Real Estate Economics, Location Intelligence, Landlords, Entitlements, Leases

Education
University of Denver   1995 — 1997
Master, Environmental Policy & Management

St. Lawrence University   1988 — 1992
B.S., Geology/Environmental Studies