Willis Investment Counsel

Description

Address: 710 Green St NE, Gainesville, GA 30501 Phone: (770) 718-0706: Category: : : Place name: : : Website: Hours: : Website: http://wicinvest.com/ 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. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Willis Investment Counsel Posting publicly on the Web Write a review Reviews Be the first to review

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Willis Investment Counsel Employees

Employee
Years
Job
Industry
Jackson Wells Jackson Wells Austin, Texas Details
Jackson Wells's Willis Investment Counsel Experience September 2014 - March 2015
Job Finance Student at the University of Georgia
Industry Financial Services
Experience
Willis Investment Counsel   September 2014 - March 2015
Lambda Chi Alpha Nu Zeta Chapter   November 2013 - November 2014
J. P. Turner & Company, LLC   July 2014 - August 2014
Uni-Wear   May 2013 - July 2013
Nike  May 2011 - July 2011

Skills
Public Speaking, Microsoft Office, PowerPoint, Customer Service, Microsoft Excel, Teamwork, Photoshop, Social Media, Microsoft Word, Research, Strategic Planning, Leadership, Sales, English, Finance, Management, Fire Breathing, Social Networking

Education
The University of Georgia   2011 — 2015
Finance, General

Brett Slattery, CFA Brett Slattery, CFA Greater Atlanta Area Details
Brett Slattery, CFA's Willis Investment Counsel Experience June 2012 - Present
Job Portfolio Manager and Equity Analyst
Industry Investment Management
Experience
Willis Investment Counsel   June 2012 - Present

Education
Georgetown University - The McDonough School of Business   2000 — 2002
MBA, Finance

University of Wisconsin-Whitewater   1991 — 1996
Finance

Bob Pennington Bob Pennington Greater Atlanta Area Details
Bob Pennington's Willis Investment Counsel Experience August 2004 - December 2012
Job President, Buckhead Investment Partners
Industry Investment Management
Experience
Buckhead Investment Partners  January 2015 - Present
A. Montag & Associates   January 2013 - December 2014
Willis Investment Counsel   August 2004 - December 2012
Emory University  January 2001 - August 2004
King & Spalding  November 1984 - January 2001

Skills
Bloomberg, Equities, Investment Management, Investments, Fixed Income, Asset Managment, Portfolio Management, Private Equity, Asset Management, Financial Modeling, Financial Services, Finance, Alternative Investments, Hedge Funds, Business Development, Mergers & Acquisitions, Due Diligence, Securities, Capital Markets, Valuation, Venture Capital

Education
Emory University School of Law   1978 — 1981
JD, Corporate Law

Emory University - Goizueta Business School   1977 — 1981
MBA, Finance

Emory University   1972 — 1976
BA, Psychology

Oxford College of Emory University   1972 — 1976
Associate's Degree, Psychology

Jay Kilroy Jay Kilroy Greater Atlanta Area Details
Jay Kilroy's Willis Investment Counsel Experience March 2009 - Present
Job Principal and Portfolio Manager at Willis Investment Counsel
Industry Investment Management
Experience
Willis Investment Counsel   March 2009 - Present
Abingdon Capital Management   July 2002 - February 2009
Bear, Stearns & Co. Inc.   May 2001 - July 2002
SunTrust Robinson Humphrey  May 1997 - July 2000
Healthcare Realty Trust  June 1995 - May 1997

Skills
Portfolio Management, Investments, Fixed Income, Investment Management, Private Equity, Wealth Management, Value Investing, Alternative Investments, Investment Strategies, Asset Management, Series 7, Series 63, Investment Advisory

Education
Northwestern University - Kellogg School of Management   2000 — 2001
MBA, Business Administration

University of North Carolina at Chapel Hill - Kenan-Flagler Business School   1993 — 1995
BSBA, Finance

University of North Carolina at Chapel Hill   1991 — 1995
BSBA, Finance

Natalie Kelly Challen Natalie Kelly Challen Greater Atlanta Area Details
Natalie Kelly Challen's Willis Investment Counsel Experience January 2013 - Present
Job Associate at Willis Investment Counsel
Industry Financial Services
Experience
Willis Investment Counsel   January 2013 - Present
Balentine  September 2010 - January 2013
Willis Investment Counsel   2008 - 2010

Skills
Wealth Management, Financial Modeling, Portfolio Management, Asset Managment, Investment Management, Financial Analysis, Investments, Equities, Strategic Planning, Estate Planning

Education
The University of Georgia

Tracey Saine Tracey Saine Greater Atlanta Area Details
Tracey Saine's Willis Investment Counsel Experience June 2012 - Present
Job Research Analyst at Willis Investment Counsel
Industry Financial Services
Experience
Willis Investment Counsel   June 2012 - Present
Willis Investment Counsel   June 2011 - May 2012
Regions Bank  April 2008 - April 2010
Chick-fil-A  July 2007 - March 2010

Skills
ProSeries, BloomBerg, Advent (Axys), Research Insight..., TaxWise, Microsoft Excel, PowerPoint, Microsoft Word, Merrill Lynch InstaQuote

Education
North Georgia College and State University   2009 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance, 3.44

Julie Skaggs Julie Skaggs Greater Atlanta Area Details
Julie Skaggs's Willis Investment Counsel Experience 2007 - 2010
Job Managing Director at Turquoise Consulting
Industry Financial Services
Experience
Turquoise Consulting   2010 - Present
Middle East Leadership AcademyFacilita   2011 - 2014
Willis Investment Counsel   2007 - 2010
Buckhead Capital   2001 - 2006
Invesco Capital Management  January 1994 - 2001

Skills
Private Equity, Venture Capital, Due Diligence, Investments, Corporate Development, Start-ups, Entrepreneurship, Corporate Governance, Mergers, Mergers & Acquisitions, Financial Modeling, Strategic Partnerships, Asset Management, Investment Management, Alternative Investments, Valuation, Nonprofits, Executive Management, Management Consulting, Intellectual Property, Strategic Financial..., Business Planning, Corporate Law, International Business, Business Strategy, Restructuring, Strategy, Licensing, M&A experience, Emerging Markets, Faciliation, Executive Compensation..., Qualified Retirement..., Financial Planning

Education
University of Miami School of Law   1984 — 1985
LlM (Taxation), Tax Law

University of Kentucky College of Law   1979 — 1982
Doctor of Law (JD)

Suzanne Bagwell Suzanne Bagwell Greater Atlanta Area Details
Suzanne Bagwell's Willis Investment Counsel Experience May 2010 - August 2010
Job Student at Auburn University
Industry Financial Services
Experience
Willis Investment Counsel   May 2010 - August 2010
Georgia Chair Company   May 2007 - August 2010

Education
Auburn University   2007 — 2011