The Piedmont Group of Atlanta, LLC

Description

Address: 1050 Crown Pointe Pkwy Suite 1800, Atlanta, GA 30338 Hours: Open ⋅ Closes 5PM Friday9AM–5PMSaturdayClosedSundayClosedMonday9AM–5PMTuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (770) 551-3400Category: Website: Place name: : : : : : : Website: https://www.thepiedmontgroups.com/?cm_mmc=Google-_-Local-_-Store-ID-172-_-GMB&utm_source=google&utm_medium=local&utm_content=store-id-172&utm_campaign=GMB 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. 12 PM: Usually as busy as it gets6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aClosed 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 The Piedmont Group of Atlanta, LLC Posting publicly on the Web Write a review Reviews 4 Google reviews From The Piedmont Group of Atlanta, LLC Unable to add this file. Please check that it is a valid photo. "As a general agency of Massachusetts Mutual Life Insurance Company (MassMutual), we help people like you take the next step toward a more secure financial future."

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The Piedmont Group of Atlanta, LLC Employees

Employee
Years
Job
Industry
Chris Kastens Chris Kastens Atlanta, Georgia Details
Chris Kastens's The Piedmont Group of Atlanta, LLC Experience August 2015 - Present
Job Student at Georgia State University
Industry Accounting
Experience
The Piedmont Group of Atlanta, LLC   August 2015 - Present
Pi Kappa Alpha International Fraternity  December 2014 - Present
Georgia State University  August 2012 - Present
Waddell & Reed  June 2015 - August 2015
Orr & Associates  March 2015 - June 2015
vineyard vines  March 2014 - March 2015
Pi Kappa Alpha International Fraternity  May 2014 - December 2014
KR Witwer Construction   June 2012 - August 2012

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Social Networking, Event Planning, Microsoft Word, Facebook, Public Speaking, Marketing, Event Management, Editing, Social Media Marketing, Research, Retail, Sales, Public Relations, Statistics, Leadership, Organization Skills, Organizational..., Team Leadership

Education
Georgia State University   2012 — 2016
Accounting

Georgia State University

Chad Benjamin Chad Benjamin Greater Atlanta Area Details
Chad Benjamin's The Piedmont Group of Atlanta, LLC Experience September 2014 - July 2015
Job QA Analysts for Noble Systems/Student
Industry Computer Software
Experience
Noble Systems  July 2015 - Present
The Piedmont Group of Atlanta, LLC   September 2014 - July 2015
Sams Club  December 2010 - January 2015
Moxie Sports   May 2014 - August 2014
LandScaping Services By Chad   January 2008 - July 2014

Skills
Microsoft Office, Time Management, PowerPoint, Customer Service, Team Leadership, Microsoft Excel, Leadership, Microsoft Word, Databases, Public Speaking, Customer Satisfaction, Access, Computer Hardware, Call Centers, Troubleshooting, Technical Support, Retail, Software Documentation, Social Media, Data Entry, Outlook, Windows, Management, Computer Science, Inventory Management, Software Engineering, Analysis, Networking, HTML, Teamwork, Quality Assurance, SQL, Social Networking, Java, Web Development, C++, Unity3D, CryEngine, Oracle SQL Developer

Education
Southern Polytechnic State University   2012 — 2016
Bachelor's Degree, Minor in Computer Software Engineering and Game Design

Southern Polytechnic State University   2012 — 2015
Bachelor of Science (BS), Computer Science

Georgia Perimeter College   2010 — 2012
Associate of Science (A.S.), Computer Science

Centennial High School   2005 — 2009
High School Degree, General Studies

Nadya Mitha Nadya Mitha Greater Atlanta Area Details
Nadya Mitha's The Piedmont Group of Atlanta, LLC Experience July 2010 - Present
Job Financial Services Professional at Piedmont Financial Group
Industry Insurance
Experience
The Piedmont Group of Atlanta, LLC   July 2010 - Present
New York Life Insurance Company  March 2007 - June 2010

Education
California State University-Hayward - School of Business and Economics
B.S., Marketing and New Business

Harrison Fant Harrison Fant Greater Atlanta Area Details
Harrison Fant's The Piedmont Group of Atlanta, LLC Experience August 2013 - August 2014
Job Financial Planning Associate at Atlanta Financial
Industry Financial Services
Experience
Atlanta Financial   September 2014 - Present
The Piedmont Group of Atlanta, LLC   August 2013 - August 2014
Delta Delta Delta Sorority  August 2012 - May 2013
JP Turner & Company, LLC   May 2012 - August 2012

Skills
Financial Analysis, Analysis, Financial Modeling, Insurance, Leadership, Financial Services, Retirement Planning, Data Analysis, Microsoft Word, Disability Insurance, Life Insurance, Budgets, Retirement

Education
University of Georgia - Terry College of Business   2009 — 2013
Bachelor of Business Administration (BBA), Finance, General

Ross B. Wyatt Ross B. Wyatt Greater Atlanta Area Details
Ross B. Wyatt's The Piedmont Group of Atlanta, LLC Experience December 2009 - Present
Job Financial Services Professional
Industry Financial Services
Experience
The Piedmont Group of Atlanta, LLC   December 2009 - Present
Wyatt Financial Group   May 2009 - January 2013
Bank of North Georgia  July 2007 - March 2009

Skills
Insurance, Life Insurance, Finance, Disability Insurance, Retirement, Financial Services, Employee Benefits, Retirement Planning, Risk Management, Analysis

Education
The University of Georgia   2002 — 2005
Consumer Economics, Economics

The Lovett School   1998 — 2001

Matthew Rand Matthew Rand Greater Atlanta Area Details
Matthew Rand's The Piedmont Group of Atlanta, LLC Experience August 2015 - September 2015
Job Office Worker at Rand Realty LLC.
Industry Real Estate
Experience
Rand Realty LLC.   September 2015 - Present
The Piedmont Group of Atlanta, LLC   August 2015 - September 2015
Eye Level Learning  January 2013 - August 2015
Freelance  June 2007 - June 2015
Freelance  August 2008 - July 2014

Skills
Mathematics, Statistics, Data Analysis, Philosophy, Teaching, Tutoring, Public Speaking, Teamwork, Finance, Science, Music, Education, Sales, Insurance, Fixed Annuities

Education
The University of Georgia   2008 — 2012
Bachelor of Arts (BA), Philosophy

Kennesaw State University   2007 — 2008

Sebin Chang Sebin Chang Alpharetta, Georgia Details
Sebin Chang's The Piedmont Group of Atlanta, LLC Experience April 2014 - January 2015
Job Assistant Teacher at Fulton County Schools
Industry Primary/Secondary Education
Experience
Fulton County Schools  August 2014 - Present
The Piedmont Group of Atlanta, LLC   April 2014 - January 2015
Fulton County Schools  October 2013 - January 2014
TaLK Program  February 2013 - August 2013
Private Tutor  December 2012 - February 2013
Medlock Bridge Elementary   August 2012 - November 2012
Dolvin Elementary School   January 2012 - April 2012

Skills
Early Childhood..., Lesson Planning, Elementary Education, Smartboard, Classroom Management, Literacy, Classroom, Curriculum Development, Guided Reading, Teaching, Language Arts, ESOL, ESL, Social Studies, Integrating Technology..., Curriculum Design

Education
Georgia State University   2010 — 2012
Bachelor of Science in Education, Early Childhood Education and Teaching with ESOL Endorsement

Jennifer D. Jordan Jennifer D. Jordan Peachtree City, Georgia Details
Jennifer D. Jordan's The Piedmont Group of Atlanta, LLC Experience November 2009 - December 2013
Job Marketing Coordinator at Arch Advisory Group
Industry Financial Services
Experience
Arch Advisory Group   January 2014 - Present
The Piedmont Group of Atlanta, LLC   November 2009 - December 2013
Michael C. Carlos Museum  August 2011 - May 2013

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Outlook, Photoshop, Public Speaking, Event Planning, Volunteering, Networking

Education
The University of Georgia   2004 — 2008
Bachelor of Business Administration (B.B.A.), Marketing

Matt Evanson Matt Evanson Greater Atlanta Area Details
Matt Evanson's The Piedmont Group of Atlanta, LLC Experience August 2015 - Present
Job Brokerage Development Director at The Piedmont Group of Atlanta, LLC
Industry Information Technology and Services
Experience
The Piedmont Group of Atlanta, LLC   August 2015 - Present
The Piedmont Group of Atlanta, LLC   May 2015 - August 2015
Vineyard Vines  July 2014 - May 2015
Georgia House of Representatives  January 2015 - April 2015
KnowMe Labs - Kenzie Lane   September 2014 - December 2014
Von Maur  May 2013 - July 2014
Regal Entertainment Group  July 2012 - May 2013

Skills
Customer Service, Teamwork, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Photoshop, Windows, HTML, Social Media, Editing, Research, Outlook, Leadership, Delegation

Education
Georgia State University   2011 — 2015
Bachelor's Degree, Computer and Information Sciences and Support Services, Senior

Northview High School   2007 — 2011

Jeff Weronick, MBA, ChFC Jeff Weronick, MBA, ChFC Greater Atlanta Area Details
Jeff Weronick, MBA, ChFC's The Piedmont Group of Atlanta, LLC Experience March 2010 - Present
Job Registered Principal
Industry Financial Services
Experience
The Piedmont Group of Atlanta, LLC   March 2010 - Present
White Horse Advisors   January 2006 - February 2010
Strategic Stewardship   November 2003 - December 2005
Lincoln Financial Advisors/Sagemark Consulting   October 2000 - November 2003
Dempsey Financial Network   June 1998 - October 2000
IFG Network Securities, Inc.   January 1998 - June 1998
Merrill Lynch  September 1994 - December 1997

Skills
Compliance, Insurance, Estate Planning, Customer Service, Employee Training, Customer Relations, Training & Development

Education
Florida State University   2001 — 2002
Certificate in Financial Planning, Financial Planning

Florida State University   1999 — 2001
Certificate, Financial Planning

Fairleigh Dickinson University-Florham Campus   1996 — 2001
MBA, Finance

Fairleigh Dickinson University-Florham Campus   1990 — 1994
BS, Economics

Parsippany Hills High School

Larry Ricca Larry Ricca Greater Atlanta Area Details
Larry Ricca's The Piedmont Group of Atlanta, LLC Experience July 2013 - May 2014
Job Director of Operations at Fork U Concepts, LLC
Industry Restaurants
Experience
Taqueria Tsunami  April 2014 - Present
Fork U Concepts, LLC   April 2014 - Present
The Piedmont Group of Atlanta, LLC   July 2013 - May 2014
NTA Life  January 2013 - July 2013
P.F. Chang's China Bistro   May 2011 - December 2012
Legal Sea Foods  March 2010 - May 2011
P.F. Chang's China Bistro   April 2009 - January 2010
AppleGrove Restaurants  May 2006 - March 2009
Romano's Macaroni Grill  November 2004 - May 2006
Romanos Macaroni Grill  March 2001 - November 2004

Skills
Team Building, Change Management, Leadership, Management, Budgets, Employee Training, Food, Food, Food Service, Hiring, Hospitality, Inventory Management, Multi-unit, Operations Management, P, Profit, Restaurants, Sales, Restaurant Management

Education
Eastern Florida State College

Kai Parham Kai Parham Greater Atlanta Area Details
Kai Parham's The Piedmont Group of Atlanta, LLC Experience May 2013 - January 2014
Job Financial Services Professional
Industry International Affairs
Experience
RT Specialty  October 2014 - Present
The Piedmont Group of Atlanta, LLC   May 2013 - January 2014
U.S. Department of State   January 2012 - May 2013
OpenGate Capital  October 2012 - December 2012
University of Southern California  January 2011 - May 2011
Overbrook Entertainment  January 2011 - May 2011
Professional Football Player   January 2006 - December 2008
U.S. Presidential Campaigns   November 2007 - November 2008

Skills
Event Planning, Television, Broadcast, Radio, Logistics, Campaigns, Media Strategy, Film, International Relations, Sports, Film Production, Social Media, Final Cut Pro, Event Management, Editing, Research, New Media, Photoshop, Facebook, Blogging, Marketing, Teaching, Capital IQ

Education
University of Southern California   2010 — 2012
Master of Arts (M.A.), Public Diplomacy: International Relations & Communication Management

University of Virginia   2002 — 2006
Bachelor's of Arts: College of Arts and Sciences, African-American and African Studies/Interdisciplinary Studies

Princess Anne High School

Sharpe Sablon Sharpe Sablon Greater Atlanta Area Details
Sharpe Sablon's The Piedmont Group of Atlanta, LLC Experience September 2015 - Present
Job Financial Services Professional at The Piedmont Group of Atlanta, LLC
Industry Financial Services
Experience
The Piedmont Group of Atlanta, LLC   September 2015 - Present
Eagle Rock Distributing Company  August 2013 - September 2015
Georgia Secretary of State Brian Kemp   May 2013 - August 2013
Bonnie Blue Public Relations LLC   May 2012 - July 2012
Athens Dodge Chrysler Jeep Ram   June 2011 - August 2011

Skills
Public Speaking, Strategic Communications, Fundraising, Advertising, Photoshop, Team Building, Strategic Public..., Project Management, Marketing Strategy, Politics, Data Analysis, Public Relations, Teamwork, Team Leadership, Budgets, Marketing Communications, Social Media Marketing, Strategic Planning, Event Planning, Political Consulting, Volunteer Recruiting, Problem Solving

Education
Mercer University   2009 — 2013
Bachelor of Arts (B.A.), Communication Studies and Political Science Double Major

Shavon Roman Shavon Roman Greater Atlanta Area Details
Shavon Roman's The Piedmont Group of Atlanta, LLC Experience 2012 - Present
Job The Piedmont Group of Atlanta, LLC
Industry Financial Services
Experience
The Piedmont Group of Atlanta, LLC   2012 - Present
MaidPro  2007 - 2011
Pulte Group, Inc.   May 2004 - May 2006

Skills
•Identify financial..., •Illustrate what is..., •Identify gaps, if..., Disability Insurance, Insurance, Long Term Care Insurance, Employee Benefits, Finance, Customer Service, New Business Development, Small Business, Account Management, Marketing Strategy, REACH, Team Building, Leadership, Entrepreneurship, Offers, Sales Management, Sales, Retirement Planning, Management, Marketing, Strategic Planning, CRM, Business Planning, Retirement, Training

Education
University of Florida
Bachelor of Business Administration (BBA), Management

Brandon O. Jordan, CFP® Brandon O. Jordan, CFP® Greater Atlanta Area Details
Brandon O. Jordan, CFP®'s The Piedmont Group of Atlanta, LLC Experience June 2005 - Present
Job Managing Partner at Arch Advisory Group
Industry Financial Services
Experience
Arch Advisory Group   January 2014 - Present
The Piedmont Group of Atlanta, LLC   June 2005 - Present
UGA  August 2001 - December 2005

Skills
Securities, Investments, Retirement Planning, Estate Planning, Wealth Management, Succession Planning

Education
The University of Georgia   2001 — 2005
BBA, RMIN

University of Georgia - Terry College of Business   2001 — 2005
BBA, Risk Management and Insurance

Katie Stowers Katie Stowers Cumming, Georgia Details
Katie Stowers's The Piedmont Group of Atlanta, LLC Experience April 2013 - November 2013
Job General Casualty Underwriter
Industry Insurance
Experience
James River Insurance Company  June 2015 - Present
ACE Group  June 2014 - June 2015
Sterling Risk Advisors  December 2013 - May 2014
The Piedmont Group of Atlanta, LLC   April 2013 - November 2013

Skills
Underwriting, Risk Management, Insurance, Microsoft Office, Property

Education
Georgia State University   2012 — 2014
Bachelor of Business Administration (BBA), Risk Management and Insurance

The University of Georgia   2009 — 2012

Ed Fortier, CFP® Ed Fortier, CFP® Greater Atlanta Area Details
Ed Fortier, CFP®'s The Piedmont Group of Atlanta, LLC Experience March 2011 - August 2014
Job Family and Business Wealth Counselor
Industry Financial Services
Experience
Strategic Stewardship   September 2014 - Present
The Piedmont Group of Atlanta, LLC   March 2011 - August 2014
Card, Fortier & Murray, LLC   January 2001 - January 2012
White Horse Advisors, LLC  July 2005 - March 2011
Principal Financial Group  November 1998 - January 2001

Skills
Strategic Financial..., Start-ups, Estate Planning, Management, Small Business, Finance, Strategic Planning, Investment Advisory, Financial Advisory, Investments, Retirement Planning, Wealth, Wealth Management, Business Development, Financial Planners, 401k, Portfolio Management, Retirement, Process Improvement, Stewardship, Financial Planning

Education
Georgia Institute of Technology   1979 — 1983
BSIM, Management

The Marist School   1974 — 1979

Sean Moffett Sean Moffett Greater Atlanta Area Details
Sean Moffett's The Piedmont Group of Atlanta, LLC Experience August 2015 - Present
Job Financial Services Professional at The Piedmont Group
Industry Financial Services
Experience
The Piedmont Group of Atlanta, LLC   August 2015 - Present
Randstad Technologies US  July 2013 - November 2014
Enterprise Rent-A-Car  July 2012 - July 2013
Pratt & Whitney  August 2011 - January 2012
International Intermodal Center at the Huntsville International Airport   June 2011 - August 2011
American Eagle Outfitters  October 2009 - April 2010

Education
Alabama Agricultural and Mechanical University   2008 — 2012
Management, Business, 3.55

Alpharetta High School   2004 — 2008

Matthew Guinn, CFP® Matthew Guinn, CFP® Atlanta, Georgia Details
Matthew Guinn, CFP®'s The Piedmont Group of Atlanta, LLC Experience August 2013 - August 2015
Job Managing Director at Cape Investment Advisory, Inc.
Industry Financial Services
Experience
Cape Investment Advisory, Inc.   August 2015 - Present
Cape Securities, Inc  August 2015 - Present
The Piedmont Group of Atlanta, LLC   August 2013 - August 2015
MetLife  December 2011 - August 2013
Edward Jones  November 2009 - October 2011
Addison Avenue Federal Credit Union  March 2008 - November 2009
Merrill Lynch  April 2007 - March 2008
Papa Johns  June 2000 - April 2005

Skills
Retirement Planning, Strategic Financial..., Retirement, Insurance, IRAs, Financial Services, Small Business, Finance, Series 63, Six Sigma Black Belt, Series 7, Disability Insurance, Financial Analysis, Risk Management, Long Term Care Insurance, 401k, Financial Planning, Life Insurance

Education
The American College   2014 — 2015
CFP

North Carolina State University   1996 — 2006
Bachelor of Arts, Chemistry

Paige Bowman Paige Bowman Greater Atlanta Area Details
Paige Bowman's The Piedmont Group of Atlanta, LLC Experience June 2015 - Present
Job Operations Manager and Assistant to General Agent at Piedmont Financial Group
Industry Executive Office
Experience
The Piedmont Group of Atlanta, LLC   June 2015 - Present
Signum Group LLC   August 2011 - June 2015
A Friend of the Family Staffing Corp.   August 2011 - October 2011
Athens Student Business Services  January 2008 - July 2011

Skills
Microsoft Office, Customer Service, Adobe Creative Suite, Organization, PowerPoint, Calendaring, Travel Arrangements, Microsoft Excel, Calendars, Microsoft Word, Confidentiality, Office Management, Office Administration, Proofreading, Editing, RFP, Invoicing, Collections, Multi-line Phone, Phone Etiquette, Receptionist Duties, Onboarding, Constant Contact, Social Media, Communication, Compliance, Licensing, Certifications, Expense Management, Expense Reports, Entertainment, Trade Shows, Conflict Management, Coordination, Running Errands, Event Planning, Employee Training, Packaging, Executive Support, Public Speaking, Social Networking

Education
The University of Georgia   2006 — 2010
BA, Journalism (Magazines), Film Studies

The University of Georgia   2006 — 2010
Bachelor's degree, Journalism

Cal Anderson, CFP® Cal Anderson, CFP® Greater Atlanta Area Details
Cal Anderson, CFP®'s The Piedmont Group of Atlanta, LLC Experience 2009 - 2013
Job Financial Planner at FNA
Industry Financial Services
Experience
Financial Network Associates, Inc.   2013 - Present
Piedmont Benefits Group, LLC   2009 - Present
The Piedmont Group of Atlanta, LLC   2009 - 2013

Skills
Retirement, Strategic Financial..., Investments, Estate Planning, Securities, Life Insurance, Insurance, Employee Benefits, Sales, Leadership, Disability Insurance, New Business Development, Financial Planning, Fixed Annuities, Retirement Planning, Strategy, Long Term Care Insurance, Health Insurance, Long-term Care, 401k, Customer Service, Listening, Policy Review, Recommendations, Portfolio Optimization, Executive Benefit..., Non-Qualified Deferred...

Education
The American College   2011 — 2013
CERTIFIED FINANCIAL PLANNER™

Valdosta State University   2003 — 2007
BBA, Management

Kirstin Teschner Kirstin Teschner Atlanta, Georgia Details
Kirstin Teschner's The Piedmont Group of Atlanta, LLC Experience May 2015 - Present
Job Director of Recruiting at The Piedmont Group of Atlanta, LLC
Industry Financial Services
Experience
The Piedmont Group of Atlanta, LLC   May 2015 - Present
Baker Donelson  July 2014 - May 2015
Baker Donelson  May 2012 - July 2014
Baker Donelson  December 2011 - May 2012

Skills
Social Media, Event Planning, Event Management, Social Media Marketing, Social Networking, PowerPoint, Marketing, Microsoft Office, Microsoft Excel, Adobe Acrobat, Business Development, Facebook, Fundraising, Sales, Customer Service, Microsoft Word

Education
Auburn University   2007 — 2011
Bachelor of Science (BS), Early Childhood Education and Teaching

Brandon Black Brandon Black Atlanta, Georgia Details
Brandon Black's The Piedmont Group of Atlanta, LLC Experience April 2014 - August 2015
Job Underwriter Personal Lines at State Farm
Industry Financial Services
Experience
State Farm  2015 - Present
Georgia State University  August 2014 - Present
The Piedmont Group of Atlanta, LLC   April 2014 - August 2015
Georgia State University  2014 - August 2015
Georgia State University  2012 - May 2015
TeleTech  July 2012 - August 2013

Skills
Customer Service, Microsoft Office, Leadership, Microsoft Excel, Underwriting, Account Reconciliation, PowerPoint, Time Management, Financial Analysis, Economics, Microsoft Word, Community Service, Critical Thinking, Employee Training, Corporate Finance, Finance, Investments, Organization &..., Financial Accounting, Accurate Data Entry, Outlook, Leadership Development, Team Leadership, Community Outreach, Civic Engagement, Administrative..., Public Speaking, Event Planning, Social Media, Social Networking, Team Work, Retail Sales, Zumba Instruction

Education
Georgia State University   2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, 3.3

Georgia State University - J. Mack Robinson College of Business   2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, 3.3

Andrew Stephens Andrew Stephens Greater Atlanta Area Details
Andrew Stephens's The Piedmont Group of Atlanta, LLC Experience May 2013 - August 2013
Job Training and Development
Industry E-Learning
Experience
The Insurance Store  August 2013 - November 2014
The Piedmont Group of Atlanta, LLC   May 2013 - August 2013
Kroger  October 2008 - July 2011

Skills
Management, Microsoft Office, CRM, Account Management, Learning Quickly, Financial Services, Insurance, SPIN Selling, Computers, Guitar, Music Production, Customer Service, Social Media, Microsoft Excel, Sales Management, Social Networking, Sales, Time Management, Customer Satisfaction, Teamwork, Outlook, Leadership, PowerPoint, Finance

Education
Kennesaw State University   2007 — 2012
Bachelor of Business Administration (B.B.A.), Double Majored in Professional Sales and Management, 3.34

SHS

M. Patrick Callahan, JD M. Patrick Callahan, JD Greater Atlanta Area Details
M. Patrick Callahan, JD's The Piedmont Group of Atlanta, LLC Experience May 2014 - Present
Job Founder & CEO at Xception Advisory Group
Industry Financial Services
Experience
Xception Advisory Group   January 2015 - Present
The Piedmont Group of Atlanta, LLC   May 2014 - Present
Kan Clark, LLP   July 2014 - Present
The Callaway Black Group, Northwestern Mutual   October 2011 - May 2014
deAndrade Callahan, LLC   June 2010 - October 2011
Albright, Houtsma & Clark, LLC   April 2009 - June 2010
Menden, Freiman and Zitron, LLP   August 2006 - April 2009
Deloitte Tax  June 2002 - May 2006
Arthur Andersen  June 2001 - May 2002

Skills
Estate Administration, Banking, Estate Planning, Mergers & Acquisitions, Real Estate, Budgets, Tax Advisory, Asset Protection, Tax, Corporate Law, Small Business, Risk Management, Legal Assistance, Personal Finance, Asset Managment, Legal Research, Strategic Financial..., Securities, Litigation, Contract Negotiation, Business Planning, Financial Analysis, Insurance, Finance, Due Diligence, Investments, Private Equity, Wealth Management, Corporate Finance, Retirement Planning, Corporate Governance, Financial Services, Financial Modeling, Portfolio Management, Start-ups, Trusts

Education
Georgia State University College of Law   2003 — 2006
Juris Doctor, Law

The Catholic University of America   1997 — 2001
B.A., International Economics and Finance

Marist   1991 — 1997

Jordan Dodd Jordan Dodd Atlanta, Georgia Details
Jordan Dodd's The Piedmont Group of Atlanta, LLC Experience August 2015 - Present
Job Financial Representative at The Piedmont Group of Atlanta, LLC
Industry Financial Services
Experience
The Piedmont Group of Atlanta, LLC   August 2015 - Present
Northwestern Mutual  May 2015 - July 2015
RuffaloCODY  April 2014 - May 2015
RuffaloCODY  August 2013 - May 2014
J&J Flooring Group  June 2013 - August 2013
Lowe's Home Improvement  June 2012 - August 2012

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Nonprofits, Public Speaking, Data Entry, Team Leadership, Team Building, Fundraising, Leadership, Sales, Outlook, Telephone Skills, Research, Landscaping, Social Media, Social Networking, Event Planning, Event Management, Life Insurance

Education
University of Georgia - Terry College of Business   2011 — 2015
Bachelor of Business Administration (BBA), Business Administration and Management, General

Freddy Garay Freddy Garay Alpharetta, Georgia Details
Freddy Garay's The Piedmont Group of Atlanta, LLC Experience January 2015 - Present
Job Financial Professional at The Piedmont Group of Atlanta, LLC
Industry Financial Services
Experience
The Piedmont Group of Atlanta, LLC   January 2015 - Present

Skills
Coaching Baseball, Motivational Speaking, Sales, Financial Services, Teamwork, Baseball, Youth Mentoring, Business Networking, Strategy, Management, Softball

Education
The University of Virginia's College at Wise
Bachelor's Degree, Sports Studies

University of Virginia

Dan B. Whigham, CLU Dan B. Whigham, CLU Greater Atlanta Area Details
Dan B. Whigham, CLU's The Piedmont Group of Atlanta, LLC Experience October 1971 - Present
Job Financial Representative at The Piedmont Group of Atlanta, LLC
Industry Insurance
Experience
The Piedmont Group of Atlanta, LLC   October 1971 - Present

Education
Georgia State University   1966 — 1970
Bachelor of Business Administration (BBA), Marketing

Cody J. Raffensperger Cody J. Raffensperger Atlanta, Georgia Details
Cody J. Raffensperger's The Piedmont Group of Atlanta, LLC Experience July 2014 - Present
Job Financial Professional
Industry Financial Services
Experience
The Piedmont Group of Atlanta, LLC   July 2014 - Present
Gross Klein Chartered Accountants of London   January 2013 - December 2013

Skills
Personal Financial..., Retirement Planning, Finance, Estate Strategies, Trust Services, Business Continuity..., Employee Benefits, Retirement Analysis, Retirement, Financial Planning, Financial Analysis, Accounting, Financial Services, Financial Advisory, Customer Service, Public Speaking, Social Media, Leadership

Education
Auburn University   2009 — 2013
Bachelor's Degree, Accounting and Finance, Magna Cum Laude

Nathan Clayton Nathan Clayton Athens, Georgia Details
Nathan Clayton's The Piedmont Group of Atlanta, LLC Experience July 2014 - December 2014
Job Operations Chief Global Migration Task Force at Centers for Disease Control and Prevention
Industry Higher Education
Experience
Centers for Disease Control and Prevention  April 2015 - Present
United States Army Reserve  May 2014 - Present
The Piedmont Group of Atlanta, LLC   July 2014 - December 2014
US Army  June 2012 - May 2014
Chick-fil-A-Corporate  January 2012 - June 2012

Skills
Leadership, Accountability, Adaptability, Highly personable, Training, Management, Recruiting, Time Management, Command, Integrity, Military, Critical Thinking, Security Clearance, Goal Oriented, Intelligence, Army, Military Training, Microsoft Excel, PowerPoint, Social Networking, Event Planning, Analysis, Microsoft Office, Social Media, Customer Service, Public Speaking

Education
The University of Georgia   2011 — 2014
Bachelor of Science (BS), History

Annandale High School   2007 — 2010

Brian Pelon Brian Pelon Greater Atlanta Area Details
Brian Pelon's The Piedmont Group of Atlanta, LLC Experience October 2014 - January 2015
Job Restore Associate and Truck Driver at Athens Area Habitat for Humanity
Industry Financial Services
Experience
Athens Area Habitat for Humanity  March 2015 - Present
The Piedmont Group of Atlanta, LLC   October 2014 - January 2015
Gwinnett County Government  September 2013 - August 2014
ETL Construction Services   June 2012 - March 2013
American Eagle Outfitters  June 2010 - June 2011
Georgia House of Representatives  January 2011 - May 2011
University of Georgia  May 2009 - August 2009
Gwinnett Braves  December 2008 - August 2009

Skills
Leadership, Sales, Research, Logistics, Team Leadership, Critical Thinking, Security, Community Outreach, Process Improvement, Time Management

Education
The University of Georgia   2007 — 2012
Bachelor of Arts (BA), Religion/Religious Studies and Communication

Focus Leadership Institute   2009 — 2009

Ned Hastings Ned Hastings Atlanta, Georgia Details
Ned Hastings's The Piedmont Group of Atlanta, LLC Experience February 2014 - Present
Job Financial Services Professional at The Piedmont Group of Atlanta, LLC
Industry Financial Services
Experience
The Piedmont Group of Atlanta, LLC   February 2014 - Present
Aflac  June 2013 - February 2014

Skills
Retirement

Education
Georgia Southern University   2003 — 2007
Bachelor's degree, Sports management

Thomas Marks Thomas Marks Greater Atlanta Area Details
Thomas Marks's The Piedmont Group of Atlanta, LLC Experience May 2013 - Present
Job Financial Services The Piedmont Group of Atlanta, LLC
Industry Financial Services
Experience
The Piedmont Group of Atlanta, LLC   May 2013 - Present
Marks Financial Solutions, LLC   December 2011 - May 2013
Realty Capital Securities  October 2010 - December 2011
Lincoln Financial Distributors  2002 - 2010
The Hartford  2000 - 2002
J C Bradford   2000 - 2000

Skills
Retirement, Investments, Estate Planning, Retirement Planning, Insurance, Alternative Investments, Securities, Financial Planners, Long-term Care, 401k, Disability Insurance, Wealth Management, Asset Management, Mutual Funds, Series 7, Series 65, Investment Advisory, Asset Allocation, FINRA, Asset Managment, Fixed Income, Key Man Insurance, Deferred Compensation, Business Strategy, Business Planning, Financial Planning

Education
University of Tennessee-Knoxville - College of Business Administration   1986 — 1990
Bachelor's degree, Finance, General

University of Tennessee-Knoxville

Sean Vanhorse Sean Vanhorse Greater Atlanta Area Details
Sean Vanhorse's The Piedmont Group of Atlanta, LLC Experience June 2015 - Present
Job Financial Services Professional at Piedmont Group of Atlanta
Industry Financial Services
Experience
The Piedmont Group of Atlanta, LLC   June 2015 - Present
Homestead Packaging Inc.   2004 - 2014
National Football League  1990 - 1997

Skills
Strategic Planning, New Business Development, Team Building, Leadership, Marketing, Sales, Management, Sales Management, Public Speaking, Customer Service, Social Media, Marketing Strategy, Program Management, Wealth Transfer..., Selling, Long-Term Care Insurance, Small Business, Education Funding..., IRA Rollovers, Whole Life Insurance, Problem Solving, Retirement, Business Networking

Education
Howard University   1986 — 1990
Bachelor’s Degree, Radiologic Technology/Science - Radiographer

Michael Chafin Michael Chafin Greater Atlanta Area Details
Michael Chafin's The Piedmont Group of Atlanta, LLC Experience June 2014 - Present
Job Financial Professional at MassMutual The Piedmont Group of Atlanta
Industry Financial Services
Experience
The Piedmont Group of Atlanta, LLC   June 2014 - Present
Henry's midtown tavern   March 2014 - July 2015
Northwestern mutual  October 2013 - January 2014
Chili's  December 2010 - November 2013
Northwestern Mutual  May 2013 - October 2013
RE/MAX Greater Atlanta  October 2007 - October 2009
Kohl's Department Stores  2006 - 2007

Skills
Investments, Real Estate, Finance, Microsoft Office, Bartending, Real Estate Transactions, Cooking, Derivatives

Education
Kennesaw State University   2010 — 2013
Bachelor's degree, Finance, General

Gainesville State College   2008 — 2010
Associate's degree, Business Administration and Management, General

Harrison Cassada Harrison Cassada Athens, Georgia Details
Harrison Cassada's The Piedmont Group of Atlanta, LLC Experience May 2014 - August 2014
Job College Representative/Junior Agent at The Piedmont Group of Atlanta, LLC
Industry
Experience
Liberty Mutual Insurance  June 2015 - Present
The Piedmont Group of Atlanta, LLC   May 2014 - August 2014
The Piedmont Group of Atlanta, LLC   May 2013 - August 2013

Education
The University of Georgia   2011 — 2015
Bachelor of Business Administration (BBA), Risk Management and Insurance

Milton High School   2007 — 2011

Dan Whigham Dan Whigham Atlanta, Georgia Details
Dan Whigham's The Piedmont Group of Atlanta, LLC Experience June 1998 - Present
Job Insurance Broker
Industry Insurance
Experience
The Piedmont Group of Atlanta, LLC   June 1998 - Present
Self-employed  October 1971 - Present
Assurant Health  1971 - Present

Education
Georgia State University   1966 — 1970
Bachelor of Business Administration (BBA), Marketing