Triad Advisors

Industry: Company

Description

Headquarters: Norcross, GA Founded: 1998 Subsidiaries: Planning Solutions Group, Parent organization: Litho Supplies

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Triad Advisors Employees

Employee
Years
Job
Industry
Daniel Forbes Daniel Forbes Greater Atlanta Area Details
Daniel Forbes's Triad Advisors Experience March 2015 - Present
Job Home Office OSJ at Triad Advisors
Industry Financial Services
Experience
Triad Advisors   March 2015 - Present
JP Turner & Company, LLC   November 2005 - February 2015
Fortress Investment Group  January 2004 - February 2005
Bear Stearns  1996 - 2001

Skills
Alternative Investments, FINRA, Fixed Income, Equities, Trading, Securities, Series 7, Prime Brokerage, Investment Management, Series 24, Mutual Funds, Strategic Financial..., FX Options, Investment Strategies, Investments, Investment Advisory, Risk Management, Wealth Management, Fixed Annuities, Retirement Planning, Series 65, Financial Services, Portfolio Management, Capital Markets, Asset Allocation, Series 63, Private Equity, Asset Management, Insurance, Financial Planning, Financial Analysis

Education
Pace University - Lubin School of Business
Bachelor's degree, Finance

Eric Lindsey Eric Lindsey Mount Pleasant, South Carolina Details
Eric Lindsey's Triad Advisors Experience May 2011 - June 2011
Job Branch Banker at BB&T
Industry Financial Services
Experience
Edward Jones  June 2012 - July 2014
Russell House University Union   August 2009 - July 2012
National Financial Services  June 2011 - August 2011
Triad Advisors   May 2011 - June 2011

Skills
Microsoft Office, Word, Excel, PowerPoint, Customer Relations, Series 7, Series 66, Microsoft Excel, Analysis, Microsoft Word, Customer Service, Training, Finance

Education
University of South Carolina - The Moore School of Business   2008 — 2012
Finance, Management

Justin Dixon Justin Dixon Alpharetta, Georgia Details
Justin Dixon's Triad Advisors Experience March 2007 - July 2009
Job Records Management Specialist at Red Light Management
Industry Music
Experience
Red Light Management  January 2011 - Present
Crew one Productions  January 2005 - January 2013
Triad Advisors   March 2007 - July 2009

Skills
Social Networking, Music Production, Audio Engineering, OS X, Records Management, Microsoft Office, WordPress, Music, Pro Tools, Microsoft Word, Live Sound, Event Management, Music Industry, Social Media, Photoshop, Customer Service, PowerPoint, Entertainment, Social Media Marketing, Microsoft Excel, Facebook

Education
ITT Technical Institute-Duluth   2011 — 2013
Computer Electronics Engineering Technology (CEET), Electrical, Electronics and Communications Engineering

Shannon Chandler-Hurt, CRPC® Shannon Chandler-Hurt, CRPC® Scottsboro, Alabama Details
Shannon Chandler-Hurt, CRPC®'s Triad Advisors Experience September 2011 - March 2013
Job Registered Sales Assistant
Industry Investment Management
Experience
Investor's Resource, Raymond James   August 2014 - Present
Investor's Resource, Raymond James   December 2013 - Present
Davis Financial Services, Inc   March 2013 - September 2013
Triad Advisors   September 2011 - March 2013
SunTrust Investment Services  October 2009 - April 2011

Skills
Investments, Investment Advisory, Series 63, Wealth Management, Investment Operations, Investment Management..., Equity Trading, Investment..., Retail Banking, Private Banking, Series 7, Financial Analysis

Education
University of Alabama   1998 — 1999
Bachelor of Science (B.S.), Financial Planning and Services

Northeast Alabama Community College   1996 — 1998

Steve DeCesare, CFP® Steve DeCesare, CFP® Greater Philadelphia Area Details
Steve DeCesare, CFP®'s Triad Advisors Experience June 2007 - Present
Job President, DeCesare Retirement Specialists
Industry Financial Services
Experience
DeCesare Retirement Specialists   April 2008 - Present
Triad Advisors   June 2007 - Present
Independence Financial Group, LLC   January 2002 - May 2008
Investment Advisors & Consultants, Inc.   March 2000 - June 2007
PrinVest Corp   December 1998 - September 2000
Dow Jones  June 1998 - November 1998

Skills
Retirement Planning, Certified Financial..., 401k Rollovers, Workforce Transition, Portfolio Management, Investment Management, Risk Management, Disability Insurance, Long Term Care Insurance, Life Insurance, Financial Planning, Investments, Retirement, Finance, Management, Wealth, IRAs, Pensions, Securities, Mutual Funds, Asset Management, Wealth Management, Financial Services, Financial Advisory, Financial Analysis, Asset Allocation, Insurance, Series 7

Education
La Salle University - School of Business Administration   1994 — 1998
Bachelor, Finance

College for Financial Planning   2006 — 2006
CFP®, Financial Planning

Cinnaminson High School

Peter J. Smith, CFP®, AIF® Peter J. Smith, CFP®, AIF® Greater Boston Area Details
Peter J. Smith, CFP®, AIF®'s Triad Advisors Experience March 2011 - September 2015
Job Wealth Management Director at Lightship Wealth Strategies, Inc.
Industry Financial Services
Experience
Lightship Wealth Strategies, Inc.   September 2015 - Present
Art beCAUSE Breast Cancer Foundation   August 2013 - Present
Triad Advisors   March 2011 - September 2015
EMC  June 2008 - April 2011
John Hancock Funds  January 2006 - April 2008

Skills
Investments, Investment Strategies, Retirement Planning, Mutual Funds, Portfolio Management, Strategy, Finance, Wealth Management, Life Insurance, Financial Advisory, Strategic Planning, Management, Financial Modeling, Asset Allocation, Financial Planning, Alternative Investments, Securities, Competitive Analysis

Education
Boston University   2013 — 2014
Certificate in Personal Financial Planning, Financial Planning and Services

Boston University - School of Management
Business Administration, Finance

Jenna Strickland, CPA Jenna Strickland, CPA Greater Atlanta Area Details
Jenna Strickland, CPA's Triad Advisors Experience February 2012 - August 2012
Job Audit Senior at HLB Gross Collins, P.C.
Industry Accounting
Experience
HLB Gross Collins, P.C.   May 2015 - Present
HLB Gross Collins, P.C.   September 2013 - Present
Triad Advisors   February 2012 - August 2012
Camp Chattooga for Girls   January 2010 - August 2011
Camp Chattooga for Girls   January 2009 - January 2010

Skills
Accounting, Financial Reporting, Customer Service, Leadership, Financial Accounting, Auditing, Financial Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, Internal Controls, GAAP, Account Reconciliation, Financial Statements, PowerPoint, HUD audits, Consolidated Financial...

Education
Kennesaw State University   2012 — 2013
Master of Accounting, Concentration in Auditing and Financial Reporting

Auburn University   2007 — 2011
Bachelor of Science, Business Administration; Accountancy

Inez Lipman-Richardson Inez Lipman-Richardson Baltimore, Maryland Area Details
Inez Lipman-Richardson's Triad Advisors Experience 2001 - Present
Job Financial Advisor, Investment Advisory Representative
Industry Investment Management
Experience
Triad Advisors   2001 - Present
Investacorp, Inc.   1999 - 2001
New England Financial  1995 - 1999
Legg Mason  1992 - 1995
The Daily Record  1989 - 1991
Baltimore Business Journal  1982 - 1987

Skills
Retirement Planning, Wealth Management, Portfolio Management, Asset Management, Insurance, Series 7, Series 65, Small Business, Asset Allocation, Investment Strategies, 401k Rollovers, Strategic Planning

Education
Catonsville Community College
English

Dulaney Senior High
Academic

Daryl Graham, CFP, ChFC, CLU Daryl Graham, CFP, ChFC, CLU Orlando, Florida Details
Daryl Graham, CFP, ChFC, CLU's Triad Advisors Experience 2006 - Present
Job Retirement Planning Specialist
Industry Financial Services
Experience
Triad Advisors   2006 - Present
FINANCIAL IMPROVEMENT TECHNIQUES, LLC (FIT)   June 1996 - Present
MetLife  July 1996 - February 2006
Prudential Financial  January 1989 - July 1996

Skills
Retirement Planning, Investment Advisory, Securities, Strategic Financial..., Insurance, Mutual Funds, Financial Planners, Retirement, Investments, Financial Planning, 401k, Financial Advisory, Tax, Small Business, Wealth, Life Insurance, Finance, Long-term Care, Financial Services, Management

Education
The American College   1988 — 1991
Chartered Financial Consultant, Chartered Life Underwriter, Investments and Securities, Life Insurance & Annuities

University of Central Florida - College of Business Administration   1969 — 1973
Bachelor of Science (B.S.), Accounting and Business/Management

Lisa Sharpe Lisa Sharpe South Bend, Indiana Area Details
Lisa Sharpe's Triad Advisors Experience August 2012 - November 2013
Job Assistant Operations Manager at 1st Source Bank
Industry Financial Services
Experience
Triad Advisors   August 2012 - November 2013
Thrivent Financial for Lutherans  June 2009 - June 2012
Invest Financial  January 2008 - February 2009
Ameriprise Financial Services, Inc.   July 2002 - January 2008
Ambrosia Banquet & Catering, Inc.   April 2000 - November 2001
Sharpe Enterprises, Inc.   January 1994 - February 1998
IBM  May 1992 - July 1994
Howmet Corporation  October 1984 - April 1991

Skills
Project Management, Public Relations, Event/Conference..., Administrative..., Business Development, Financial Services

Education
Purdue University North Central
Associate's Degree

Chris Mielnicki Chris Mielnicki Greater Atlanta Area Details
Chris Mielnicki's Triad Advisors Experience November 2010 - Present
Job Senior Leadership Executive Financial Services
Industry Financial Services
Experience
Triad Advisors   November 2010 - Present

Skills
Business Consulting, Business Development, Retirement Planning, Wealth Management, Financial Advisory, Mutual Funds, Retirement, Securities, Project Management, Recruiting, Financial Services, Portfolio Management, Asset Management, Insurance, Investment Management, Series 63, Alternative Investments, Consulting, Fixed Annuities, Finance, Entrepreneurship, Mergers & Acquisitions, Leadership, Financial Analysis, Employee Benefits, Small Business, Sales Process, Risk Management, Relationship Management, Banking, Estate Planning, Due Diligence, Management Consulting, Venture Capital, Investment Strategies, Asset Allocation, Business, Sourcing, Management

Education
Northeastern University - Graduate School of Business Administration   2012 — 2014
Master of Business Administration (M.B.A.), Business

Le Moyne College   1994 — 1996
Bachelors, Political Science

Jeremy Newton Jeremy Newton Greater Atlanta Area Details
Jeremy Newton's Triad Advisors Experience March 2015 - Present
Job AVP / Compliance Manager at Triad Advisors
Industry Financial Services
Experience
Triad Advisors   March 2015 - Present
Giddyup Gear   June 2013 - Present
Synovus Securities, Inc.   March 2014 - March 2015
Cedar Brook Financial Partners  2010 - 2012
Cedar Brook Financial Partners  2008 - 2012
NatCity Investments (acquired by PNC)   2006 - 2008
NatCity Investments  2004 - 2006
NatCity Investments  2003 - 2004

Skills
Series 7, Finance, Series 24, Mutual Funds, Financial Services, Series 66, Series 31, Risk Management, Alternative Investments, Financial Advisory, Series 63, Investment Advisory, Securities, Management, Financial Risk, Retirement Planning, Wealth Management, Process Improvement, Fixed Annuities, Investments, Retirement, Asset Allocation, Estate Planning, Strategic Financial...

Education
Marshall University   2000 — 2003
Bachelor of Business Administration, Finance / Management

Case Western Reserve University   1998 — 2000
Genetic Engineering

Amanda Teeple Amanda Teeple Greater Atlanta Area Details
Amanda Teeple's Triad Advisors Experience January 2012 - Present
Job
Industry Financial Services
Experience
Triad Advisors   January 2012 - Present

Education
Georgia State University - J. Mack Robinson College of Business   2004 — 2007
MBA, Business Analysis

Mercer University   1999 — 2003
Bachelor’s Degree, Computer Information Systems, International Business

Brandon Haines, MBA, AAMS®, AWMA®, CFP® Brandon Haines, MBA, AAMS®, AWMA®, CFP® Wilmington, North Carolina Details
Brandon Haines, MBA, AAMS®, AWMA®, CFP®'s Triad Advisors Experience November 2014 - Present
Job Sr. Wealth Advisor at Haines Financial, LLC
Industry Financial Services
Experience
Haines Financial, LLC   October 2007 - Present
Triad Advisors   November 2014 - Present
LPL Financial  October 2007 - November 2014
Edward Jones  July 2001 - October 2007

Education
East Carolina University - College of Business   1999 — 2001
Master of Business Administration (MBA), Finance and Financial Management Services

East Carolina University   1994 — 1999
Bachelor of Science (BS), Social Work

B. Brandon Mackie, CFP® B. Brandon Mackie, CFP® Greater Atlanta Area Details
B. Brandon Mackie, CFP®'s Triad Advisors Experience February 2001 - December 2003
Job Associate at Henssler Financial
Industry Financial Services
Experience
Henssler Financial  July 2015 - Present
SunTrust  March 2014 - June 2015
SunTrust Investment Services, Inc.   June 2008 - March 2014
SunTrust  October 2005 - June 2008
Triad Advisors   February 2001 - December 2003
E*TRADE Financial  October 2000 - February 2001
BANC OF AMERICA SECURITIES  May 1999 - June 2000

Education
Tulane University - A.B. Freeman School of Business   1995 — 1999
Bachelor of Science In Management, Finance

The Terry College of Business at The University of Georgia   2010 — 2011
Certificate in Financial Planning

Trevor Yochum Trevor Yochum Greater Atlanta Area Details
Trevor Yochum's Triad Advisors Experience June 2014 - Present
Job Business Development at Triad Advisors
Industry Financial Services
Experience
Triad Advisors   June 2014 - Present
Mueller Industries  June 2012 - June 2013

Skills
Market Research, Marketing Strategy, Sales Operations, Sales Process, Customer Relations, PowerPoint, Word, Excel, Direct Marketing, Salesforce.com, Customer Service, Microsoft Excel, Sales Management, Negotiation, Account Management, Marketing, Cold Calling, Leadership, Sales, Microsoft Word, Social Media

Education
Colorado State University   2013 — 2014
Master of Business Administration (M.B.A.), Finance

The University of Georgia   2008 — 2012
Business Administration, Marketing, Senior

University of Georgia - Terry College of Business   2008 — 2012
Bachelor of Business Administration, Marketing

Jonathan Mahram Jonathan Mahram Greenville, South Carolina Details
Jonathan Mahram's Triad Advisors Experience May 2008 - June 2012
Job Medical Student at VCOMCC
Industry Medical Practice
Experience
Triad Advisors   May 2008 - June 2012

Skills
Strategic Financial..., Accounts Receivable, Microsoft Office, Small Business, Financial Reporting

Education
Edward Via College of Osteopathic Medicine   2013 — 2017
OMS I

The University of Georgia   2008 — 2012
Bachelor of Science (BS), Biology/Biological Sciences, General

Christine Bermingham Christine Bermingham Greater Atlanta Area Details
Christine Bermingham's Triad Advisors Experience November 2006 - Present
Job
Industry Marketing and Advertising
Experience
Triad Advisors   November 2006 - Present

Skills
Salesforce.com, Marketing, Social Media, Facebook, Sales, Newsletters, Corporate Communications, Management, Marketing Automation, Budgets, Customer Service, Training, Event Planning, Corporate Events, Marketing Strategy, Account Management

Education
Georgia State University   1999 — 2004
Bachelor of Arts (B.A.)

Truett-McConnell College   2000 — 2001
Associate of Arts (A.A.)

Craig Covington, CAIA Craig Covington, CAIA Greater Atlanta Area Details
Craig Covington, CAIA's Triad Advisors Experience October 2007 - Present
Job Senior Vice President, Investment Products at Triad Advisors
Industry Investment Management
Experience
Triad Advisors   October 2007 - Present
JGI Capital   October 2006 - September 2007
Enterprise Group of Funds  2005 - 2007
Wells Real Estate Funds  2002 - 2004
H&R Block Financial Advisors  2000 - 2002

Skills
Securities, Investments, Alternative Investments, Mutual Funds, Series 7, Series 63, Wealth Management, Finance, Series 24, Series 65, Private Equity, Asset Management, Portfolio Management, Asset Allocation, Investment Advisory, Retirement Planning, FINRA, Financial Advisory, Equities, Investment Management, 401k

Education
Auburn University   1995 — 2000
Finance

Will Brand Will Brand Greater Atlanta Area Details
Will Brand's Triad Advisors Experience June 2010 - Present
Job Vice President, Deputy CCO BD
Industry Financial Services
Experience
Triad Advisors   June 2010 - Present
Capital Markets Compliance, LLC   April 2005 - June 2010
Equifax, Inc.   July 2002 - April 2005
Prudential Financial  August 2001 - April 2002

Skills
AML, FINRA, Auditing, Series 7, Investments, Securities, SEC, Mutual Funds

Education
The University of Georgia   1997 — 2001
BBA, Finance

University of Georgia - Terry College of Business   1997 — 2001

Tyler Mattingly Tyler Mattingly Greater Atlanta Area Details
Tyler Mattingly's Triad Advisors Experience August 2014 - June 2015
Job Vice President Alternative Investments at Kalos Financial
Industry Financial Services
Experience
Kalos Financial  June 2015 - Present
Triad Advisors   August 2014 - June 2015
Triad Advisors   March 2014 - June 2015
Wells Real Estate Funds  August 2012 - March 2014
Wells Real Estate Funds  January 2006 - March 2014
Wells Real Estate Funds  February 2005 - January 2006
Wells Real Estate Funds  May 2002 - August 2004
FSC Securities  February 2002 - May 2002
FSC Securities  January 2000 - February 2002
AMG Financial Strategies, Inc.   July 1998 - January 2000

Skills
Securities, Series 63, Financial Services, Investments, Asset Managment, Series 7, Alternative Investments, Portfolio Management, Series 24, Mutual Funds, Retirement Planning, Asset Management, Financial Advisory, Due Diligence, Financial Analysis

Education
Auburn University   1994 — 2000
Bachelor of Science (BS), Business Administration and Management, General

Providence Christian Academy

Providence Christian Academy

David Minesinger David Minesinger Greater Atlanta Area Details
David Minesinger's Triad Advisors Experience September 2008 - October 2010
Job SVP Access Point Financial, Inc.
Industry Accounting
Experience
Access Point Financial Inc.  June 2013 - Present
Generation Mortgage Co.  January 2011 - February 2013
Triad Advisors   September 2008 - October 2010
Capmark Finance  1998 - 2008
Chronicle Books  December 1994 - December 1995
The Cronicle Publishing Company   April 1990 - November 1994
Ernst & Young  September 1986 - March 1990

Education
University of California, Berkeley   1985 — 1986
BS, Business Administration

Georgia State University   2007 — 2011
MBA, Finance

Jesslyn Kelly Jesslyn Kelly Lake Mary, Florida Details
Jesslyn Kelly's Triad Advisors Experience May 2006 - April 2010
Job Career Seeker
Industry Airlines/Aviation
Experience
OSM Aviation   March 2014 - April 2015
Mesa Airlines, Inc.   March 2013 - December 2013
Shuttle America Airlines  April 2012 - October 2012
Healthy Life Sciences, LLC   April 2010 - November 2011
Triad Advisors   May 2006 - April 2010
BCBGMAXAZRIAGROUP  March 2005 - May 2006

Skills
Access, Databases, Licensing, Securities, Customer Service, FINRA, Process Improvement, Social Media

Education
Bauder College   2003 — 2004
Associate of Arts (A.A.), Fashion Merchandising

Rory Handyside Rory Handyside Greater Pittsburgh Area Details
Rory Handyside's Triad Advisors Experience January 2003 - December 2003
Job Business Development and Global Procurement Manager
Industry Wholesale
Experience
Gaydos Monument Co.   January 2004 - Present
Triad Advisors   January 2003 - December 2003
Allegheny Financial Group  June 1999 - December 2002

Skills
Management Consulting, Strategic Planning, Business Strategy, Small Business, Business Planning, Financial Planning, Global Sourcing, Procurement, Sales Management

Education
University of Delaware   1995 — 1999
Bachelor of Science (BS), Finance

Lucita Broussard Lucita Broussard Greater Atlanta Area Details
Lucita Broussard's Triad Advisors Experience February 2007 - July 2014
Job Operations Manager at Triad Hybrid Solutions
Industry Financial Services
Experience
Triad Hybrid Solutions   July 2014 - Present
Triad Advisors   February 2007 - July 2014
Yellowbook  2005 - 2006
Marriott International  September 2001 - June 2005

Skills
Mutual Funds, Customer Service, Accounts Receivable, Administrative..., Switchboard Operator, Data Entry, Multi-line Phone, 10 Key, Fax, Spreadsheets, Accounts Payable, QuickBooks, Microsoft Office, Operational Excellence, Microsoft Excel

Education
Bryant & Stratton College - Virginia Beach   1997 — 1999
Associates of Applied Science, Paralegal Studies

ECPI University
Dental Assisting/Assistant

Tidewater Tech-Trades
Associate of Arts and Sciences (AAS), Dental Assisting/Assistant

Brian Ragen Brian Ragen Atlanta, Georgia Details
Brian Ragen's Triad Advisors Experience October 2012 - Present
Job Registered Principal Home Office OSJ at Triad Advisors
Industry Financial Services
Experience
Triad Advisors   October 2012 - Present
MidSouth Capital Inc   January 2008 - May 2012
Morgan Stanley  September 2005 - December 2007
North Coast Securities Inc   July 2004 - September 2005
Leadership Financial Corp   March 2003 - December 2004
First Allied Securities Inc  May 2000 - July 2002

Skills
FINRA Series..., Regulatory Compliance, Asset Management, Securities, Wealth Management, Equities, Investments, Series 7, Portfolio Management, Investment Advisory, Alternative Investments, Fixed Income

Education
Marist School, Atlanta GA

Mercer University

Mathias Turtz Mathias Turtz Atlanta, Georgia Details
Mathias Turtz's Triad Advisors Experience January 2014 - August 2015
Job Sales Training Specialist at E*TRADE Financial Corporation
Industry Investment Management
Experience
E*TRADE Financial Corporation  August 2015 - Present
Triad Advisors   January 2014 - August 2015
Senior Security   March 2013 - January 2014
Allied Solutions LLC  February 2011 - November 2012
Senior Security   July 2010 - February 2011
Fifth Third Bank  January 2009 - June 2010
Wells Fargo  May 2000 - December 2008

Skills
Leadership, Training, Management, Customer Service, Team Building, Sales Management, Sales, Employee Training, Customer Retention, Insurance, Process Improvement, Strategy, Marketing, Coaching, Project Planning, Operations Management, Auditing, Account Management, Strategic Planning, Building Relationships, Data Analysis, Sales Operations, Relationship Building, Series 7

Education
University of Arizona   2002 — 2006
BA

University of Arizona   2002 — 2006
Bachelor of Arts (B.A.)

University of East Anglia   2005 — 2005

Kristi Davis, MAFM Kristi Davis, MAFM Norcross, Georgia Details
Kristi Davis, MAFM's Triad Advisors Experience April 2007 - July 2010
Job Accounting Manager at Euramax International, Inc.
Industry Accounting
Experience
AcuityCFO  August 2015 - Present
Creative Concrete Solutions   August 2011 - Present
Euramax International, Inc.   September 2012 - August 2015
Blaze Recycling and Metals, LLC  August 2010 - July 2011
Triad Advisors   April 2007 - July 2010
Siuprem, Inc.   August 2005 - November 2006
Painter, Russell & Associates, PLLC   September 2003 - November 2004
Raytheon  January 2001 - August 2003
Personal Opinion   August 1998 - January 2001

Skills
Accounting, Cost Accounting, SOX, Accounts Payable, Financial Reporting, Tax Preparation, Accounts Receivable, Financial Management, Account Reconciliation, Financial Accounting, Payroll, Accruals, Fixed Assets, Great Plains Software, GAAP, Sarbanes-Oxley Act, Managerial Finance, Journal Entries

Education
Keller Graduate School of Management of DeVry University   2005 — 2006
Masters

University of Louisville   1997 — 2004
Bachelors

Melissa Melito Melissa Melito United States Details
Melissa Melito's Triad Advisors Experience December 2012 - Present
Job
Industry
Experience
Triad Advisors   December 2012 - Present
Capital Markets Compliance   February 2006 - December 2012
Blockbuster  April 2002 - October 2006
Fahlgren Entertainment  May 2004 - August 2004
The Wolf Group New York   June 2003 - August 2003

Skills
Leadership

Education
The University of Georgia   2002 — 2005
English and Newspaper Journalism

Jason Sigmon Jason Sigmon Alpharetta, Georgia Details
Jason Sigmon's Triad Advisors Experience March 2013 - Present
Job Technical Project Lead at Triad Advisors
Industry Financial Services
Experience
Triad Advisors   March 2013 - Present
Triad Advisors Inc   July 2006 - March 2013
Triad Advisors   July 2006 - March 2013
Triad Advisors   June 2004 - July 2006
Triad Advisors   October 2002 - June 2004
Triad Advisors   March 2002 - October 2002
MetLife Financial Services  January 2001 - March 2002

Skills
Mutual Funds, Financial Advisory, Series 63, CRM, Investments, Financial Services, Securities, Accounting, Analysis, Insurance, Strategic Financial...

Education
The Citadel   1991 — 1995
BS, Business Administration

The Citadel, The Military College of South Carolina
Bachelor of Science, Business Administration

Rachel Geib Rachel Geib Greater Atlanta Area Details
Rachel Geib's Triad Advisors Experience July 2009 - Present
Job commissions coordinator at Triad Advisors
Industry Financial Services
Experience
Triad Advisors   July 2009 - Present
Palm Beach Tan  October 2006 - July 2009

Education
Atlanta College of Art   2003 — 2006
BFA, computer animation

Gwinnett Technical College
computer science

Robert Milliken Robert Milliken Greater Atlanta Area Details
Robert Milliken's Triad Advisors Experience December 2006 - December 2008
Job Georgia State University J. Mack Robinson College of Business
Industry Accounting
Experience
Triad Advisors   December 2006 - December 2008
Wolf Camera  April 2005 - May 2006

Education
Georgia State University   2009 — 2011
Bachelor of Business Administration, Acounting

Georgia Perimeter College   2007 — 2009

Linda Rasher Linda Rasher Knoxville, Tennessee Details
Linda Rasher's Triad Advisors Experience May 2009 - January 2011
Job Accountant at WNFZ Knoxtalkradio
Industry Entertainment
Experience
WNFZ Knoxtalkradio   March 2015 - Present
Boys and Girls Club of Tennessee Valley   May 2014 - Present
Michaels Hill Inc.   February 2012 - Present
Triad Advisors   May 2009 - January 2011

Skills
Accounting, General Ledger, Financial Reporting, Account Reconciliation, Financial Accounting, Accounts Payable, Auditing, Accounts Receivable, Financial Statements, Internal Controls, GAAP

Education
Kennesaw State University
Bachelor's degree, Accounting

Shawntrea Bethea Shawntrea Bethea Atlanta, Georgia Details
Shawntrea Bethea's Triad Advisors Experience June 2012 - September 2014
Job Associate Regional Director
Industry Financial Services
Experience
Cambridge Investment Research, Inc.   September 2014 - Present
Triad Advisors   June 2012 - September 2014
Transamerica Financial Advisors, Inc.   January 2011 - June 2012
E*TRADE Financial  February 2007 - January 2011
AT&T  November 2005 - February 2007

Skills
Series 7, Series 63, Securities, Financial Services, Investments, Banking, Equities, Finance, Portfolio Management, Retirement Planning, Series 24, Series 53, Series 66, FINRA, Mutual Funds, AML, Wealth Management

Education
University of North Carolina at Charlotte   2002 — 2004
Bachelor of Science (B.S.), Finance and Marketing

Jennifer Sigmon Jennifer Sigmon Alpharetta, Georgia Details
Jennifer Sigmon's Triad Advisors Experience February 2015 - March 2015
Job Part Time Administrative Assistant
Industry Financial Services
Experience
Triad Advisors   February 2015 - March 2015
Univar  August 2002 - November 2009

Education
Indiana University Bloomington   1996 — 2000
Bachelor of Applied Science (BASc), Marketing, 3.5 GPA

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