Triad Advisors
Industry: Company
DescriptionHeadquarters: Norcross, GA Founded: 1998 Subsidiaries: Planning Solutions Group, Parent organization: Litho Supplies
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Triad Advisors Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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