The Milner Group
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The Milner Group Employees
Employee
Years
Job
Industry
J. Grant Caldwell J. Grant Caldwell's The Milner Group Experience 2012 - Present
Job Managing Principal, The Milner Group, Chattanooga
Industry Insurance
Experience
The Milner Group 2012 - Present
Advisors Insurance Consultant January 2011 - Present
Skills
Insurance, Underwriting, New Business Development, Life Insurance, Strategic Financial..., Risk Management, Relationship Management, Finance, Financial Planning, Leadership, Management, Sales, Sales Management, Strategic Planning, Brokers, Customer Service, Marketing, Team Building, Retirement Planning
Education
Oglethorpe University 2004 — 2006
Finance and Financial Management Services
Samford University 1998 — 2002
Bachelor's degree, Speech Communication and Rhetoric
CFP Board
CFP
The American College
CLU
The Milner Group 2012 - Present
Advisors Insurance Consultant January 2011 - Present
Skills
Insurance, Underwriting, New Business Development, Life Insurance, Strategic Financial..., Risk Management, Relationship Management, Finance, Financial Planning, Leadership, Management, Sales, Sales Management, Strategic Planning, Brokers, Customer Service, Marketing, Team Building, Retirement Planning
Education
Oglethorpe University 2004 — 2006
Finance and Financial Management Services
Samford University 1998 — 2002
Bachelor's degree, Speech Communication and Rhetoric
CFP Board
CFP
The American College
CLU
Nick Sheffield Nick Sheffield's The Milner Group Experience February 2009 - December 2012
Job Pilot at Capital City Management Group
Industry Airlines/Aviation
Experience
Capital City Management Group November 2014 - Present
Hill Aircraft October 2013 - October 2014
Medway Air Ambulance December 2012 - October 2013
Lanier Golf Club August 2001 - October 2013
The Milner Group February 2009 - December 2012
Law Enforcement January 2010 - September 2011
Skills
Aviation, Commercial Aviation, Charter, Weapons
Education
The University of Georgia 2007 — 2010
Bachelor of Arts (B.A.), Criminal Justice/Geography
Gainesville State College 2005 — 2007
Associate's degree, Criminal Justice
Forsyth Central High School 2002 — 2005
Dual Seal/High School Diploma
Capital City Management Group November 2014 - Present
Hill Aircraft October 2013 - October 2014
Medway Air Ambulance December 2012 - October 2013
Lanier Golf Club August 2001 - October 2013
The Milner Group February 2009 - December 2012
Law Enforcement January 2010 - September 2011
Skills
Aviation, Commercial Aviation, Charter, Weapons
Education
The University of Georgia 2007 — 2010
Bachelor of Arts (B.A.), Criminal Justice/Geography
Gainesville State College 2005 — 2007
Associate's degree, Criminal Justice
Forsyth Central High School 2002 — 2005
Dual Seal/High School Diploma
Peter McKenna's The Milner Group Experience May 2014 - August 2014
Job Public Relations Intern at See.Spark.Go
Industry Marketing and Advertising
Experience
See.Spark.Go August 2015 - Present
Chick-fil-A Restaurants February 2014 - Present
International Justice Mission September 2014 - December 2014
The Milner Group May 2014 - August 2014
UGA Food Services February 2012 - May 2013
Weatherstone Dolphins Swim Team May 2012 - April 2013
Emory University August 2010 - December 2010
Skills
Social Media, Microsoft Office, Food Service, Facebook, Microsoft Excel, Event Planning, Social Networking, PowerPoint, Teamwork, Public Speaking, Spanish, Global Perspective, Leadership
Education
The University of Georgia 2011 — 2015
The University of Georgia 2011 — 2015
Marketing and Advertising
See.Spark.Go August 2015 - Present
Chick-fil-A Restaurants February 2014 - Present
International Justice Mission September 2014 - December 2014
The Milner Group May 2014 - August 2014
UGA Food Services February 2012 - May 2013
Weatherstone Dolphins Swim Team May 2012 - April 2013
Emory University August 2010 - December 2010
Skills
Social Media, Microsoft Office, Food Service, Facebook, Microsoft Excel, Event Planning, Social Networking, PowerPoint, Teamwork, Public Speaking, Spanish, Global Perspective, Leadership
Education
The University of Georgia 2011 — 2015
The University of Georgia 2011 — 2015
Marketing and Advertising
Joy Dillard Joy Dillard's The Milner Group Experience 1999 - 2001
Job Assistant Project Director at The Gerontology Institute, Georgia State University
Industry Education Management
Experience
Georgia State University October 2013 - Present
Kashi Atlanta February 2013 - July 2014
Silverchair Learning Systems June 2011 - June 2012
Silverchair Learning Systems September 2009 - July 2011
Silverchair Learning Systems January 2008 - September 2009
Silverchair Learning Systems August 2006 - January 2008
Georgia State University 2004 - 2006
Grizzard 2002 - 2004
The Milner Group 1999 - 2001
Skills
Analysis, Salesforce.com, Account Management, E-Learning, Marketing, Strategic Planning, Social Media, Proposal Writing, Training, Healthcare, New Business Development, Leadership, Team Building, Coaching, Cross-functional Team..., Relationship Management, Strategic Communications, Event Planning, Leadership Development, Management, CRM, Customer Service, Editing, Project Management, Data Management
Education
Georgia State University 2000 — 2001
MA, Sociology
Georgia State University 1996 — 1999
BA, Psychology
Kashi Urban Ashram
Georgia State University October 2013 - Present
Kashi Atlanta February 2013 - July 2014
Silverchair Learning Systems June 2011 - June 2012
Silverchair Learning Systems September 2009 - July 2011
Silverchair Learning Systems January 2008 - September 2009
Silverchair Learning Systems August 2006 - January 2008
Georgia State University 2004 - 2006
Grizzard 2002 - 2004
The Milner Group 1999 - 2001
Skills
Analysis, Salesforce.com, Account Management, E-Learning, Marketing, Strategic Planning, Social Media, Proposal Writing, Training, Healthcare, New Business Development, Leadership, Team Building, Coaching, Cross-functional Team..., Relationship Management, Strategic Communications, Event Planning, Leadership Development, Management, CRM, Customer Service, Editing, Project Management, Data Management
Education
Georgia State University 2000 — 2001
MA, Sociology
Georgia State University 1996 — 1999
BA, Psychology
Kashi Urban Ashram
Amanda Dumas, CLTC Amanda Dumas, CLTC's The Milner Group Experience February 2015 - Present
Job Passionate Sales Professional
Industry Insurance
Experience
The Milner Group February 2015 - Present
The Standard July 2012 - January 2015
Mutual of Omaha June 2010 - June 2012
Mutual of Omaha May 2009 - June 2010
LIMRA November 2007 - January 2009
Combined Insurance March 2004 - September 2007
Skills
Strong Inter-Personal..., Effective Communicator, Results-Driven, Health, Insurance, Employee Benefits, Disability Insurance, Result Oriented, General Insurance, Sales, Underwriting, Brokers, Long-term Care, Term Life Insurance, Health Insurance, Claim, Leadership, Life Insurance, Marketing, Critical Illness, Retirement, Long Term Care Insurance, Whole Life
Education
Central Connecticut State University 1999 — 2003
BFA, Educational Theatre
The Milner Group February 2015 - Present
The Standard July 2012 - January 2015
Mutual of Omaha June 2010 - June 2012
Mutual of Omaha May 2009 - June 2010
LIMRA November 2007 - January 2009
Combined Insurance March 2004 - September 2007
Skills
Strong Inter-Personal..., Effective Communicator, Results-Driven, Health, Insurance, Employee Benefits, Disability Insurance, Result Oriented, General Insurance, Sales, Underwriting, Brokers, Long-term Care, Term Life Insurance, Health Insurance, Claim, Leadership, Life Insurance, Marketing, Critical Illness, Retirement, Long Term Care Insurance, Whole Life
Education
Central Connecticut State University 1999 — 2003
BFA, Educational Theatre
Martha Keese Martha Keese's The Milner Group Experience February 2008 - May 2011
Job Experienced Insurance Case Manager
Industry Insurance
Experience
CleanSource August 2012 - April 2013
Mexico Caravan Ministries June 2011 - June 2012
The Milner Group February 2008 - May 2011
Skills
Insurance, Long-term Care, Databases, Troubleshooting, Health Insurance, Customer Service, Sales Administration
Education
Clearwater Christian College
B.S. in Humanities, Bible
CleanSource August 2012 - April 2013
Mexico Caravan Ministries June 2011 - June 2012
The Milner Group February 2008 - May 2011
Skills
Insurance, Long-term Care, Databases, Troubleshooting, Health Insurance, Customer Service, Sales Administration
Education
Clearwater Christian College
B.S. in Humanities, Bible
Jason D. Nesbit, CFP® Jason D. Nesbit, CFP®'s The Milner Group Experience September 2011 - Present
Job Business Development Manager at The Milner Group
Industry Insurance
Experience
The Milner Group September 2011 - Present
Regions Financial Corporation June 2008 - 2011
Morgan Keegan & Co Inc June 2005 - June 2008
IKON Office Solutions January 2001 - January 2004
Skills
Leadership, Management, Business Development, Training, Consulting, Teaching, Financial Planning, Insurance, Banking, Finance, Marketing, Customer Service, Team Building, New Business Development, Program Development, Retirement Planning, Estate Planning
Education
University of Georgia - Terry College of Business 2004 — 2005
MBA, Marketing, Real Estate, Finance
University of Georgia - Terry College of Business 1997 — 2001
BBA, Marketing
The Milner Group September 2011 - Present
Regions Financial Corporation June 2008 - 2011
Morgan Keegan & Co Inc June 2005 - June 2008
IKON Office Solutions January 2001 - January 2004
Skills
Leadership, Management, Business Development, Training, Consulting, Teaching, Financial Planning, Insurance, Banking, Finance, Marketing, Customer Service, Team Building, New Business Development, Program Development, Retirement Planning, Estate Planning
Education
University of Georgia - Terry College of Business 2004 — 2005
MBA, Marketing, Real Estate, Finance
University of Georgia - Terry College of Business 1997 — 2001
BBA, Marketing
Marc Cartmell's The Milner Group Experience January 2000 - August 2004
Job Insurance & Investments
Industry Financial Services
Experience
Self Employed September 2009 - Present
Horace Mann June 2008 - September 2009
The Milner Group January 2000 - August 2004
Bankers Fidelity Life Insurance Company January 1998 - January 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Motivational Speaking, Corporate Sales..., Leadership, Team Building, Sales
Education
Brenau University 1993 — 1995
Bachelor of Business Adminstration, Business Administration, 3.2 Deans List
Gainesville State College 1984 — 1986
Associates of Criminal Justice
Self Employed September 2009 - Present
Horace Mann June 2008 - September 2009
The Milner Group January 2000 - August 2004
Bankers Fidelity Life Insurance Company January 1998 - January 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Motivational Speaking, Corporate Sales..., Leadership, Team Building, Sales
Education
Brenau University 1993 — 1995
Bachelor of Business Adminstration, Business Administration, 3.2 Deans List
Gainesville State College 1984 — 1986
Associates of Criminal Justice
Abby Milner Mann Abby Milner Mann's The Milner Group Experience September 2006 - Present
Job SNAP app Director at The Milner Group
Industry Insurance
Experience
The Milner Group September 2006 - Present
Education
Samford University
The Milner Group September 2006 - Present
Education
Samford University
Lynn Clayton's The Milner Group Experience 2007 - 2011
Job Marketing Underwriter at First Protective
Industry Insurance
Experience
First Protective August 2014 - Present
Adams-Moore, LLC December 2011 - July 2014
The Milner Group 2007 - 2011
Financial Security Associates 2002 - 2007
USFL 1997 - 2004
The SunMark Group 1997 - 2002
Gillespie Brokerage Services 1996 - 1997
Skills
Life Insurance, Underwriting, Disability Insurance, Insurance, Term Life Insurance, Brokers, Marketing, Long-term Care, Fixed Annuities, Universal Life, Whole Life, Insurance Brokerage, Key Person Insurance, Long Term Care Insurance, Retirement
Education
Kennesaw State University
First Protective August 2014 - Present
Adams-Moore, LLC December 2011 - July 2014
The Milner Group 2007 - 2011
Financial Security Associates 2002 - 2007
USFL 1997 - 2004
The SunMark Group 1997 - 2002
Gillespie Brokerage Services 1996 - 1997
Skills
Life Insurance, Underwriting, Disability Insurance, Insurance, Term Life Insurance, Brokers, Marketing, Long-term Care, Fixed Annuities, Universal Life, Whole Life, Insurance Brokerage, Key Person Insurance, Long Term Care Insurance, Retirement
Education
Kennesaw State University
Kristin Boling's The Milner Group Experience October 2014 - Present
Job Young professional starting a career in insurance
Industry Insurance
Experience
The Milner Group October 2014 - Present
CIEE May 2008 - Present
The Hanover Insurance Group March 2014 - October 2014
Medieval Times May 2010 - February 2014
Georgia House of Representatives January 2010 - May 2010
North Georgia College and State University September 2009 - December 2009
North Georgia College and State University May 2008 - August 2009
Office Max December 2006 - August 2009
Skills
Fluent in German, Microsoft Word, PowerPoint, Microsoft Excel, Outlook, Customer Service, Customer Satisfaction, Creative Writing, Public Speaking, International Relations
Education
North Georgia College and State University 2007 — 2011
Bachelor of Science (BS), Poltical Science/ Pre Law
The Milner Group October 2014 - Present
CIEE May 2008 - Present
The Hanover Insurance Group March 2014 - October 2014
Medieval Times May 2010 - February 2014
Georgia House of Representatives January 2010 - May 2010
North Georgia College and State University September 2009 - December 2009
North Georgia College and State University May 2008 - August 2009
Office Max December 2006 - August 2009
Skills
Fluent in German, Microsoft Word, PowerPoint, Microsoft Excel, Outlook, Customer Service, Customer Satisfaction, Creative Writing, Public Speaking, International Relations
Education
North Georgia College and State University 2007 — 2011
Bachelor of Science (BS), Poltical Science/ Pre Law
Shane Milner's The Milner Group Experience October 2014 - Present
Job Vice President of Sales and Marketing at The Milner Group Health Division
Industry Sports
Experience
The Milner Group October 2014 - Present
Cherokee Town and Country Club September 2012 - October 2014
SBA Group Services 2008 - 2012
Chateau Elan May 2006 - September 2006
Skills
Golf, Organization, Communication, Work Ethic, Sales, Time Management, Leadership, Business, Order Fulfillment, Integrity, Asset, Strategy, Managed Hosting, People Skills, Training, Critical Thinking, Customer Satisfaction, Customer Service, Food, Event Planning, Hospitality, Team Building, Management, Marketing, Event Management, Food, Strategic Planning
Education
Georgia Southern University 2007 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
The Milner Group October 2014 - Present
Cherokee Town and Country Club September 2012 - October 2014
SBA Group Services 2008 - 2012
Chateau Elan May 2006 - September 2006
Skills
Golf, Organization, Communication, Work Ethic, Sales, Time Management, Leadership, Business, Order Fulfillment, Integrity, Asset, Strategy, Managed Hosting, People Skills, Training, Critical Thinking, Customer Satisfaction, Customer Service, Food, Event Planning, Hospitality, Team Building, Management, Marketing, Event Management, Food, Strategic Planning
Education
Georgia Southern University 2007 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Janet Cox Janet Cox's The Milner Group Experience 2014 - Present
Job Annuity New Business at The Milner Group
Industry Insurance
Experience
The Milner Group 2014 - Present
Crump Life Insurance Services 2001 - 2014
Manulife Financial 1995 - 2001
Skills
Term Life Insurance, Universal Life, Insurance Brokerage, Marketing, FLMI, Licensed Life & Health..., Life Insurance, Highly detail oriented, Multi Tasking, Building Relationships, Organization, Microsoft Office, Microsoft CRM, Customer Oriented, Customer Service, Fixed Annuities, Indexed Annuities
Education
Auburn University, College of Business
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
The Milner Group 2014 - Present
Crump Life Insurance Services 2001 - 2014
Manulife Financial 1995 - 2001
Skills
Term Life Insurance, Universal Life, Insurance Brokerage, Marketing, FLMI, Licensed Life & Health..., Life Insurance, Highly detail oriented, Multi Tasking, Building Relationships, Organization, Microsoft Office, Microsoft CRM, Customer Oriented, Customer Service, Fixed Annuities, Indexed Annuities
Education
Auburn University, College of Business
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Shawn Reynolds Shawn Reynolds's The Milner Group Experience January 2000 - January 2003
Job CFO and CoOwner at Signature Insurance Group
Industry Insurance
Experience
Signature Insurance Group January 2003 - Present
The Milner Group January 2000 - January 2003
Skills
Insurance, Customer Service, Health Insurance, Property & Casualty..., Commercial Insurance, Strategic Planning, Disability Insurance, Term Life Insurance, Life Insurance, Team Building, Marketing, New Business Development, Microsoft Office, General Insurance, Small Business, Brokers, Critical Illness, Financial Planners, Fixed Annuities, Health Savings Accounts, Long Term Care Insurance, Long-term Care, Risk Management, Sales, Universal Life, Umbrella Insurance, Whole Life
Education
Georgia Southern University 1996 — 2000
Georgia Southern University
Signature Insurance Group January 2003 - Present
The Milner Group January 2000 - January 2003
Skills
Insurance, Customer Service, Health Insurance, Property & Casualty..., Commercial Insurance, Strategic Planning, Disability Insurance, Term Life Insurance, Life Insurance, Team Building, Marketing, New Business Development, Microsoft Office, General Insurance, Small Business, Brokers, Critical Illness, Financial Planners, Fixed Annuities, Health Savings Accounts, Long Term Care Insurance, Long-term Care, Risk Management, Sales, Universal Life, Umbrella Insurance, Whole Life
Education
Georgia Southern University 1996 — 2000
Georgia Southern University
Palmer Whit Ferguson III's The Milner Group Experience January 2005 - June 2007
Job Life & Health Insurance Distribution
Industry Insurance
Experience
MassMutual - Piedmont Group of Atlanta July 2007 - Present
The Milner Group January 2005 - June 2007
Skills
Life Insurance
Education
Georgia College and State University 2000 — 2004
BA, Mass Communication/Public Relations
Collins Hill High School
The Heiskell School
MassMutual - Piedmont Group of Atlanta July 2007 - Present
The Milner Group January 2005 - June 2007
Skills
Life Insurance
Education
Georgia College and State University 2000 — 2004
BA, Mass Communication/Public Relations
Collins Hill High School
The Heiskell School
Alicia Plotky Alicia Plotky's The Milner Group Experience January 2014 - May 2014
Job Marketing Specialist
Industry Restaurants
Experience
Jimmy John's August 2014 - Present
The Milner Group January 2014 - May 2014
Dacula Soccer Club August 2012 - May 2014
Skills
Coaching, Customer Service, Event Planning, Management, Statistics, Teaching, Strategic Planning, Social Media Marketing, Marketing, Leadership, Public Speaking, Account Management, Microsoft Office, New Business Development, Sales, Social Media, Training
Education
Birmingham-Southern College 2008 — 2012
Bachelor's of Science, Mathematics
Jimmy John's August 2014 - Present
The Milner Group January 2014 - May 2014
Dacula Soccer Club August 2012 - May 2014
Skills
Coaching, Customer Service, Event Planning, Management, Statistics, Teaching, Strategic Planning, Social Media Marketing, Marketing, Leadership, Public Speaking, Account Management, Microsoft Office, New Business Development, Sales, Social Media, Training
Education
Birmingham-Southern College 2008 — 2012
Bachelor's of Science, Mathematics
Courtney Milner Courtney Milner's The Milner Group Experience December 2009 - August 2010
Job Telecommunications Recruiter at TEKsystems
Industry Telecommunications
Experience
TEKsystems February 2015 - Present
North American Senior Benefits January 2015 - February 2015
Access Learning and Development August 2013 - December 2014
University of Alabama Women's Rugby May 2013 - December 2014
Gander Mountain May 2013 - March 2014
Project Health January 2013 - December 2013
Indian Hills Country Club May 2012 - September 2012
Extra Special People, Inc. May 2011 - August 2011
The Milner Group December 2009 - August 2010
Skills
Teamwork, Sales, Time Management, Leadership, Social Networking, Writing, People-oriented, Creativity, Public Speaking, Customer Service, Microsoft Office, Marketing, Microsoft Excel, Microsoft Word, Leadership Management, Social Media, Technical Recruiting, Telecommunications..., Event Planning
Education
University of Alabama 2010 — 2014
Bachelor's degree, Public Relations, Advertising, and Applied Communication
Winder-Barrow High School 2006 — 2010
TEKsystems February 2015 - Present
North American Senior Benefits January 2015 - February 2015
Access Learning and Development August 2013 - December 2014
University of Alabama Women's Rugby May 2013 - December 2014
Gander Mountain May 2013 - March 2014
Project Health January 2013 - December 2013
Indian Hills Country Club May 2012 - September 2012
Extra Special People, Inc. May 2011 - August 2011
The Milner Group December 2009 - August 2010
Skills
Teamwork, Sales, Time Management, Leadership, Social Networking, Writing, People-oriented, Creativity, Public Speaking, Customer Service, Microsoft Office, Marketing, Microsoft Excel, Microsoft Word, Leadership Management, Social Media, Technical Recruiting, Telecommunications..., Event Planning
Education
University of Alabama 2010 — 2014
Bachelor's degree, Public Relations, Advertising, and Applied Communication
Winder-Barrow High School 2006 — 2010
Alexandria Justice's The Milner Group Experience October 2004 - July 2007
Job Marketing Associate
Industry Insurance
Experience
The Milner Group October 2004 - July 2007
Education
Kennesaw State University 2000 — 2002
The Milner Group October 2004 - July 2007
Education
Kennesaw State University 2000 — 2002
Gretchen Kwatra's The Milner Group Experience October 2014 - Present
Job Lead Specialist at The Milner Group
Industry Executive Office
Experience
The Milner Group October 2014 - Present
ProComm Telecommunications, Inc. August 2011 - July 2014
WNS Global Services April 2010 - April 2011
LOWE'S HIW, INC June 2007 - June 2009
Write on the Edge November 2004 - June 2007
CARDIFF SOFTWARE, INC May 1998 - March 2004
Skills
Training, Customer Service, Leadership, Sales, Business Development, Project Management, Microsoft Excel, Process Scheduler, Technical Writing, Graphic Presentations, Online Research, Technical Support, Visio, Software Documentation, Software, Project Planning, Time Management, Integration, Team Building, Vendor Management, Operations Management, Management, Outlook, Team Leadership, Market Research, Microsoft Office, Call Centers, Budgets, Women Owned Business, QuickBooks
Education
Coleman College 2003 — 2004
S.A; A.S. Degree; S.A. - Certification, Computer Graphic Design
Coleman College 1997 — 1998
Certification, Computer Applications and Networks
The Milner Group October 2014 - Present
ProComm Telecommunications, Inc. August 2011 - July 2014
WNS Global Services April 2010 - April 2011
LOWE'S HIW, INC June 2007 - June 2009
Write on the Edge November 2004 - June 2007
CARDIFF SOFTWARE, INC May 1998 - March 2004
Skills
Training, Customer Service, Leadership, Sales, Business Development, Project Management, Microsoft Excel, Process Scheduler, Technical Writing, Graphic Presentations, Online Research, Technical Support, Visio, Software Documentation, Software, Project Planning, Time Management, Integration, Team Building, Vendor Management, Operations Management, Management, Outlook, Team Leadership, Market Research, Microsoft Office, Call Centers, Budgets, Women Owned Business, QuickBooks
Education
Coleman College 2003 — 2004
S.A; A.S. Degree; S.A. - Certification, Computer Graphic Design
Coleman College 1997 — 1998
Certification, Computer Applications and Networks
Christa Watson's The Milner Group Experience February 2003 - October 2003
Job Billing & Accounting Manager at Pendergast & Associates
Industry Accounting
Experience
Pendergast & Associates, P.C. October 2014 - Present
Visiting Nurse Health System March 2012 - Present
UHS-Pruitt Corporation November 2004 - January 2012
UHS-Pruitt Corporation February 2004 - September 2004
The Milner Group February 2003 - October 2003
DS Medical Supply December 2001 - February 2003
Shepherd Center July 1998 - January 2001
Skills
Accounts Receivable, Accounts Payable, Software Documentation, Invoicing, Account Reconciliation, Training, Accounting, Medical Billing, Medicare, Analysis, Management, Healthcare, Auditing, Medicaid, Employee Benefits, Account Management, EHR, EMR, Healthcare Consulting, Healthcare Information..., Home Care, Managed Care, Medical Coding, Medical Terminology, Revenue Cycle
Education
Saint Leo University 2011 — 2013
Bachelor of Arts (BA), Accounting
Georgia Perimeter College 2001 — 2002
Associate of Science (AS), Business/Commerce, General
Georgia Perimeter College 1999 — 2000
Associate of Science (AS), Psychology
Pendergast & Associates, P.C. October 2014 - Present
Visiting Nurse Health System March 2012 - Present
UHS-Pruitt Corporation November 2004 - January 2012
UHS-Pruitt Corporation February 2004 - September 2004
The Milner Group February 2003 - October 2003
DS Medical Supply December 2001 - February 2003
Shepherd Center July 1998 - January 2001
Skills
Accounts Receivable, Accounts Payable, Software Documentation, Invoicing, Account Reconciliation, Training, Accounting, Medical Billing, Medicare, Analysis, Management, Healthcare, Auditing, Medicaid, Employee Benefits, Account Management, EHR, EMR, Healthcare Consulting, Healthcare Information..., Home Care, Managed Care, Medical Coding, Medical Terminology, Revenue Cycle
Education
Saint Leo University 2011 — 2013
Bachelor of Arts (BA), Accounting
Georgia Perimeter College 2001 — 2002
Associate of Science (AS), Business/Commerce, General
Georgia Perimeter College 1999 — 2000
Associate of Science (AS), Psychology
Whitner R. Milner's The Milner Group Experience June 1985 - Present
Job President at Atlanta NAIFA
Industry Insurance
Experience
Atlanta NAIFA July 2013 - Present
The Milner Group June 1985 - Present
Skills
Underwriting, Insurance, Disability Insurance, Life Insurance, Estate Planning, Retirement Planning, Fixed Annuities, Long-term Care, Retirement, Team Building, Sales, Customer Service, Public Relations
Education
The University of Georgia
Atlanta NAIFA July 2013 - Present
The Milner Group June 1985 - Present
Skills
Underwriting, Insurance, Disability Insurance, Life Insurance, Estate Planning, Retirement Planning, Fixed Annuities, Long-term Care, Retirement, Team Building, Sales, Customer Service, Public Relations
Education
The University of Georgia
Richard D Wilson, Jr.'s The Milner Group Experience January 2014 - Present
Job Regional Director at The Milner Group
Industry Financial Services
Experience
The Milner Group January 2014 - Present
LPL June 2007 - November 2012
MassMutual Financial Group 2006 - 2007
Travelers 2005 - 2006
New England Financial 1998 - 2003
Skills
Series 7, Series 63, Series 24, MA Life, Accident, and..., Retirement Planning, Strategic Financial..., Life Insurance, Insurance, Financial Services, Fixed Annuities, Disability Insurance, Long-term Care, Employee Benefits, Underwriting
Education
Bates College
Bachelor of Arts (BA), Political Science and Government
The American College
CLU, ChFC, Financial Planning and Services
The Milner Group January 2014 - Present
LPL June 2007 - November 2012
MassMutual Financial Group 2006 - 2007
Travelers 2005 - 2006
New England Financial 1998 - 2003
Skills
Series 7, Series 63, Series 24, MA Life, Accident, and..., Retirement Planning, Strategic Financial..., Life Insurance, Insurance, Financial Services, Fixed Annuities, Disability Insurance, Long-term Care, Employee Benefits, Underwriting
Education
Bates College
Bachelor of Arts (BA), Political Science and Government
The American College
CLU, ChFC, Financial Planning and Services
Heather Wren's The Milner Group Experience June 2000 - Present
Job Director of Underwriting and New Business
Industry Insurance
Experience
The Milner Group June 2000 - Present
Wrens' Residences 2012 - 2015
Wrens' Residences 2012 - 2015
Education
Georgia State University
Bachelor of Science (BS), Psychology
The Milner Group June 2000 - Present
Wrens' Residences 2012 - 2015
Wrens' Residences 2012 - 2015
Education
Georgia State University
Bachelor of Science (BS), Psychology
Sheri Williams's The Milner Group Experience July 1996 - October 2014
Job The Palmer Agency
Industry Insurance
Experience
The Palmer Agency December 2014 - Present
The Milner Group July 1996 - October 2014
Guardian Brokerage January 1994 - July 1996
Skills
Insurance, Life Insurance, Term Life Insurance, Underwriting, Customer Service, Sales, Investment Advisory, Brokers, Marketing, Team Building, Strategic Planning, Management, Retirement Planning, Retirement, Universal Life, Estate Planning, Whole Life
Education
Studies at University of TN at Chattanooga
Business
The University of Tennessee at Chattanooga
The Palmer Agency December 2014 - Present
The Milner Group July 1996 - October 2014
Guardian Brokerage January 1994 - July 1996
Skills
Insurance, Life Insurance, Term Life Insurance, Underwriting, Customer Service, Sales, Investment Advisory, Brokers, Marketing, Team Building, Strategic Planning, Management, Retirement Planning, Retirement, Universal Life, Estate Planning, Whole Life
Education
Studies at University of TN at Chattanooga
Business
The University of Tennessee at Chattanooga
Sonja Mattison's The Milner Group Experience December 2014 - March 2015
Job Driven Sales Operations Specialist
Industry Computer Software
Experience
Sage Small Business Solutions March 2015 - Present
The Milner Group December 2014 - March 2015
Sage Small Business Solutions July 2011 - September 2014
Sonja E. Mattison January 2009 - December 2010
Verizon Business July 2009 - August 2009
Verizon Wireless November 2003 - December 2008
GE Consumer Finance November 2000 - April 2003
Skills
SAP GUI, Microsoft Office, Internet Explorer
Education
Norfolk State University 1991 — 1996
Bachelor of Arts, Psychology
Sage Small Business Solutions March 2015 - Present
The Milner Group December 2014 - March 2015
Sage Small Business Solutions July 2011 - September 2014
Sonja E. Mattison January 2009 - December 2010
Verizon Business July 2009 - August 2009
Verizon Wireless November 2003 - December 2008
GE Consumer Finance November 2000 - April 2003
Skills
SAP GUI, Microsoft Office, Internet Explorer
Education
Norfolk State University 1991 — 1996
Bachelor of Arts, Psychology
AJ Ridout's The Milner Group Experience August 2013 - Present
Job Independent Broker
Industry Insurance
Experience
The Milner Group August 2013 - Present
BB&T October 2007 - August 2013
JD Ridout Enterprises January 2001 - November 2008
Skills
Sales, Entrepreneurship, Time Management, Recruiting, Leadership, Sales Management, New Business Development
Education
University of North Carolina at Wilmington 2001 — 2004
BS, Finance & Economics
Appalachian State University 2000 — 2001
Business Administration, Finance & Economics
The Milner Group August 2013 - Present
BB&T October 2007 - August 2013
JD Ridout Enterprises January 2001 - November 2008
Skills
Sales, Entrepreneurship, Time Management, Recruiting, Leadership, Sales Management, New Business Development
Education
University of North Carolina at Wilmington 2001 — 2004
BS, Finance & Economics
Appalachian State University 2000 — 2001
Business Administration, Finance & Economics
Jason Teran's The Milner Group Experience June 2008 - Present
Job Advisor Consultant
Industry Investment Management
Experience
The Milner Group June 2008 - Present
Education
Hardin-Simmons University 1991 — 1996
B.S., Psychology, Business
The Milner Group June 2008 - Present
Education
Hardin-Simmons University 1991 — 1996
B.S., Psychology, Business
Jason Teran's The Milner Group Experience 2008 - 2010
Job Owner at Automated Growth Partners
Industry Insurance
Experience
Automated Growth Partners November 2014 - Present
Asset Preservation and Distribution Consultant March 2012 - Present
Marketing Funnel Academy August 2014 - December 2014
Not Just Another IMO August 2012 - December 2014
Independent Consultant for Annuities 2005 - December 2014
Crown Advisory llc November 2010 - September 2012
Estate Planning Done Right November 2010 - September 2012
The Milner Group 2008 - 2010
Insurmark 2007 - 2009
BHC Marketing 2005 - 2007
Skills
Retirement Planning, Retirement Income..., Estate Planning..., Income Planning..., Asset Preservation, Safe Money Planning, College Planning, 8 Steps To Safe Money..., Business Retirement..., Protecting and..., Tax Free Retirement..., Legacy Planning, Life, Health and Long..., Holistic Financial..., Reverse Mortgage..., IRA Client Education, Asset, Steps, Education, Money, Retirement, Insurance, Marketing, Life Insurance, Educational Consulting, Fixed Annuities, Sales, Email Marketing, Financial Planners, Plannning, Investments, Financial Advisory, Financial Services, Strategic Financial..., Estate Planning, Employee Benefits, Wealth, Finance, Term Life Insurance, Wealth Accumulation, 401k, IRAs, Personal Finance, Whole Life, Financial Planning
Education
Sam Houston State University 1995 — 1998
Psychology
Hardin Simmons 1991 — 1995
Psychology Major & Business Minor
Automated Growth Partners November 2014 - Present
Asset Preservation and Distribution Consultant March 2012 - Present
Marketing Funnel Academy August 2014 - December 2014
Not Just Another IMO August 2012 - December 2014
Independent Consultant for Annuities 2005 - December 2014
Crown Advisory llc November 2010 - September 2012
Estate Planning Done Right November 2010 - September 2012
The Milner Group 2008 - 2010
Insurmark 2007 - 2009
BHC Marketing 2005 - 2007
Skills
Retirement Planning, Retirement Income..., Estate Planning..., Income Planning..., Asset Preservation, Safe Money Planning, College Planning, 8 Steps To Safe Money..., Business Retirement..., Protecting and..., Tax Free Retirement..., Legacy Planning, Life, Health and Long..., Holistic Financial..., Reverse Mortgage..., IRA Client Education, Asset, Steps, Education, Money, Retirement, Insurance, Marketing, Life Insurance, Educational Consulting, Fixed Annuities, Sales, Email Marketing, Financial Planners, Plannning, Investments, Financial Advisory, Financial Services, Strategic Financial..., Estate Planning, Employee Benefits, Wealth, Finance, Term Life Insurance, Wealth Accumulation, 401k, IRAs, Personal Finance, Whole Life, Financial Planning
Education
Sam Houston State University 1995 — 1998
Psychology
Hardin Simmons 1991 — 1995
Psychology Major & Business Minor
Sue McGibeny's The Milner Group Experience December 1998 - Present
Job Exec. Admin./In Force Service at The Milner Group
Industry Insurance
Experience
The Milner Group December 1998 - Present
Gwinnett/Ashford Dunwoody YMCA June 1992 - May 2000
RHS Printing March 1997 - September 1998
Norrell Staffing Services June 1985 - April 1986
Office of Consumer's Counsel 1981 - 1986
Skills
Customer Service, Direct Marketing, Life Insurance, Interviewing Skills, Office Management, Meeting Planning, Legal Compliance, Customer Service..., Travel Arrangements, Sensitive Information, Typesetting, Payroll, Team Building, Non-profits, Heavy Calendaring, Insurance, Strategic Planning, Marketing, Mail Merge, Term Life Insurance, Handle Confidential..., Online Marketing, Executive Level..., Leadership, High Level Of..., General Insurance, Public Relations, Social Media Marketing, Microsoft Office, Acess
Education
Gwinnett Technical College 1991 — 1991
Medical Terminology
The Milner Group December 1998 - Present
Gwinnett/Ashford Dunwoody YMCA June 1992 - May 2000
RHS Printing March 1997 - September 1998
Norrell Staffing Services June 1985 - April 1986
Office of Consumer's Counsel 1981 - 1986
Skills
Customer Service, Direct Marketing, Life Insurance, Interviewing Skills, Office Management, Meeting Planning, Legal Compliance, Customer Service..., Travel Arrangements, Sensitive Information, Typesetting, Payroll, Team Building, Non-profits, Heavy Calendaring, Insurance, Strategic Planning, Marketing, Mail Merge, Term Life Insurance, Handle Confidential..., Online Marketing, Executive Level..., Leadership, High Level Of..., General Insurance, Public Relations, Social Media Marketing, Microsoft Office, Acess
Education
Gwinnett Technical College 1991 — 1991
Medical Terminology
Brad Iftner's The Milner Group Experience 2014 - 2015
Job Regional Sales Director, The Health Group
Industry Insurance
Experience
The Health Group January 2013 - Present
The Milner Group 2014 - 2015
Savannah College of Art and Design August 2009 - 2012
Cumberland University January 2008 - August 2009
Cumberland University August 2007 - January 2008
Olin Business School October 2001 - August 2007
Skills
Student Affairs, Higher Education, Student Development, Teaching, Public Speaking, Fundraising, Event Planning, Program Development, Community Outreach, Training, Admissions, Staff Development, Grant Writing, Volunteer Management
Education
Eastern Illinois University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Purdue University
Master of Science (M.S.), College Student Counseling and Personnel Services
The Health Group January 2013 - Present
The Milner Group 2014 - 2015
Savannah College of Art and Design August 2009 - 2012
Cumberland University January 2008 - August 2009
Cumberland University August 2007 - January 2008
Olin Business School October 2001 - August 2007
Skills
Student Affairs, Higher Education, Student Development, Teaching, Public Speaking, Fundraising, Event Planning, Program Development, Community Outreach, Training, Admissions, Staff Development, Grant Writing, Volunteer Management
Education
Eastern Illinois University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Purdue University
Master of Science (M.S.), College Student Counseling and Personnel Services