Top Wholesalers in Greater Atlanta Area
Edward Dudley
Co Founder, President & Sr. Consultant
Greater Atlanta Area
Co Founder, President & Sr. Consultant
Senior Vice President - Director of Recruiting
SVP-Regional Business Director
Regional Vice President
Internal Sales Consultant-Team Leader
Internal Wholesaler
Northeastern University
Recommendations: 16
e****[email protected]
Lillian Murray
Sponsorship Marketing Strategist
Greater Atlanta Area
Sponsorship Marketing Strategist
Enterprise Senior Client Experience Strategist
Purpose Culture Manager
Customer Experience Executive
Deposit Consultant Wholesaler
Augusta State University - College of Business Administration
Augusta State University - College of Business Administration
Recommendations: 11
Consumer Lending
Cross Selling
Mortgage Banking
Loan Origination
Mortgage Lending
Financial Services
Leadership
Training
l****[email protected]
Suzanne Ward
VP of Product Management
Greater Atlanta Area
VP of Product Management
Chief Marketing Officer
VP, Vertical Marketing Strategy
Director of Product Marketing, North America
Global Director, Product Management & Market Strategy
Business Manager, Product Management & Market Strategy
Product Consultant
Relationship Manager
Inside Wholesaler
Brandeis International Business School
Wheaton College (MA)
Recommendations: 5
Product Management
Strategy
SaaS
CRM
Product Marketing
Competitive Analysis
Strategic Partnerships
Analytics
Phil CPA
Field Wholesaler
Greater Atlanta Area
Field Wholesaler
Internal Wholesaler
Store Sales Manager
Senior Audit Associate
Audit Associate
Audit Intern
Investment Representative
Director, Financial Reporting
Director, Accounting
Senior Accounting Manager
Accounting Manager of Non-Asset Subsidiaries
Financial Analyst
Georgia State University - J. Mack Robinson College of Business
University of Phoenix
The Ohio State University
Recommendations: 2
Financial Statement Analysis
Financial Analysis
Accounting
Financial Reporting
Financial Accounting
Auditing
Audits of Employee Benefit Plans
Finance
p****[email protected]
Miller Peer
Regional Sales Director
Greater Atlanta Area
Regional Sales Director
Regional Sales Director
Regional Vice President
Regional Marketing Director
Retirement Plan Sales Associate
Internal Wholesaler
Auburn University
Recommendations: 1
Series 63
Retirement Planning
401k
Series 6
Retirement
Asset Allocation
Qualified Retirement Plans
Financial Services
m****[email protected]
Lauren Matteo
Regional Director
Greater Atlanta Area
Regional Director
Director - Investment Advisory Consulting
Regional Vice President
Regional Consultant
Internal Wholesaler
Penn State University
Recommendations: 0
Asset Allocation
Mutual Funds
Series 63
Series 7
Wealth Management
Securities
Alternative Investments
Separately Managed...
l****[email protected]
Scott Napier
Head of Intermediary Distribution
Greater Atlanta Area
Head of Intermediary Distribution
SVP, Southeast Division
VP- National Sales Manager Sub-Advisory
VP- Regional Sales Manager
VP- Wholesaler
Emory University - Goizueta Business School
The University of Texas at Austin
Recommendations: 0
s****[email protected]
Kimberly Hicks, LUTCF
External Wholesaler
Greater Atlanta Area
External Wholesaler
Personal lines Insurance Agent specializing in *Life *Auto *Home *401k roll overs
Design Specialist/ POP and visual merchandising for D-23
Expo Store Designer
Art Institute of Atlanta
Recommendations: 0
Customer Service
k****[email protected]
Jason Albritton
Commercial Banker
Greater Atlanta Area
Commercial Banker
Commercial Management Associate
Business Development Coordinator
Vice President Business Development
Vice President Business Development
National Sales Manager
Regional Vice President for NE Territory
Internal Annuity Wholesaler
Financial Advisor
Financial Service Representative
Auburn University
John Carroll High School
Recommendations: 0
Private Placements
Structured Settlements
Alternative Investments
Life Settlements
Financial Planning
Life Insurance
Annuities
Credit
j****[email protected]
Elizabeth R.
Director of Product Management ( Agile, SaaS, IaaS )
Greater Atlanta Area
Director of Product Management ( Agile, SaaS, IaaS )
Product Manager - Accounting, Tax & Financial Reporting ( Agile, SaaS )
Product Management & Requirements Consultant
Sales Support Specialist
Product Manager - Consumer & Mortgage Lending, Credit Cards
Product Manager and Marketing Communications Manager - Qualified Retirement Plans
Manager of Product Development ( Agile , SaaS)
Director of Product Management (Head of Product Management)
Internal Wholesaler
University of Georgia - Terry College of Business
Georgia State University - J. Mack Robinson College of Business
University of Pennsylvania - The Wharton School
Recommendations: 0
b****[email protected]
Jabari Ryles
Owner / Real Estate Transactions Engineer / Investor / Wholesaler
Greater Atlanta Area
Owner / Real Estate Transactions Engineer / Investor / Wholesaler
CEO / Real Estate Transactions Engineer
Loan Funding Specialist
Supervisor
Supervisor
Recommendations: 0
Loans
Investors
Funding
Customer Retention
Marketing
Negotiation
Investment Strategies
Investments
j*****@creamteem.com
Sarah ChFC®
Regional Vice President
Greater Atlanta Area
Regional Vice President
Internal Wholesaler
Assistant Branch Manager
The American College
Franklin University
The Ohio State University
Recommendations: 0
s****[email protected]
Scott Caloway
Regional Channel Manager - Southeast
Greater Atlanta Area
Regional Channel Manager - Southeast
Vice President of Sales
Director of Business Development
Managing Director - Institutional Sales
Major Accounts Retirement Services District Manager
Retirement Services District Manager
529 Plan Wholesaler
Implementation Manager - Midwest Region
401k Implementation Specialist
University of Delaware
Recommendations: 0
401k
403 b
Deferred Compensation Plans
Defined Benefit Plans
Executive Benefit Strategies
Pension Plans
Tax Exempt Plans
ESOP
s****[email protected]
s*****@icomputeservice.com
Kim LaBorde
Corporate F&I Trainer
Greater Atlanta Area
Corporate F&I Trainer
Sales Representative
Independent Wholesaler
Used Car Director
Sales Manager
General Sales Manager
Salesperson/Finance Manager
Archbishop Rummel High School
Recommendations: 0
Negotiation
Management
Sales
Customer Satisfaction
Customer Retention
Profit
Vehicles
Time Management
k****[email protected]
Leah Ramondt
Internal Sales Manager
Greater Atlanta Area
Internal Sales Manager
Internal Wholesaler
Regional Account Manager
Client Account Advisor
Ryerson University
University of Toronto - University College
Recommendations: 0
Series 24
Series 7
Series 63
Series 6
Relationship Management
Retirement Planning
l****[email protected]
Reagan Curl
President & CEO
Greater Atlanta Area
President & CEO
Regional Sales Director
Retirement Income Wholesaler
Vice President, Retirement Income Sales & Distribution
401k Wholesaler
Sales Representative - 401k Mutual Fund Alliances
Auburn University, College of Business
College for Financial Planning
Recommendations: 0
Financial Planning
Investments
Asset Management
Wealth
Annuities
Series 7
Mutual Funds
Alternative Investments
r****[email protected]
r****[email protected]
Suzy Turner
Financial Services Manager
Greater Atlanta Area
Financial Services Manager
Regional Coordinator
Internal Wholesaler
Kennesaw State University
Kennesaw State University - Michael J. Coles College of Business
Recommendations: 0
Retirement Planning
Mutual Funds
Life Insurance
Fixed Annuities
Strategic Financial Planning
Wealth Management
Financial Services
Estate Planning
s****[email protected]
Mathew Valente CLTC
MoneyGuard Specialist
Greater Atlanta Area
MoneyGuard Specialist
Internal Wholesaler
Senior Market Financial Planner
California University of Pennsylvania
Recommendations: 0
401k
Employee Benefits
Fixed Annuities
Insurance
Life Insurance
Long-term Care
Retirement
Retirement Planning
m****[email protected]
v****[email protected]
