Southwestern Investment Group
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13 Southwestern Investment Group employees in database. Find out everything there's to know about Southwestern Investment Group employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Southwestern Investment Group Employees
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
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
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
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
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
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
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
Southwestern Investment Group September 2013 - Present
Education
Ball State University 1999 — 2004
Corporate Finance and Financial Institutions
Casady School 1993 — 1999
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
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