Joe is a financial executive with 25+ years experience starting, growing and leading profitable businesses, most recently focusing on helping businesses of all types recover, grow and thrive.
Alumnus: ClaimsComp, Alpha Bank & Trust, Bank of America, SunTrust, AMEX/IDS, Denison University (BA), Case Western Reserve University (MBA)
Justin is a graduate of The University of Georgia's Terry School of Business, trained in the Chick-Fil-A management “operator” program with extensive project management and financial analysis experience.
Alumnus: Field & Stream, ClaimsComp, Chick-fil-A and University of Georgia
Carolyn has extensive commercial and mortgage banking experience and is an experienced sales trainer and networker.
Alumna: Private Bank of Buckhead, Alpha Bank & Trust, Key Bank – Healthcare Specialty Lending, Denison University (BA), Case Western Reserve University (MBA).
David is an experienced professional in the fields of finance and account management, start up operations management, and securities trading operations.
Alumnus: Equinoxe Alternative Investment Services, EatRite USA Inc., Thomson Reuters, Morgan Stanley, BNY Mellon, Dune Capital Management, Paloma Partners Management co., City University of New York EMBA, New York Institute of Technology BS/Finance
Vijaya is a Professor of Finance, Mercer University, Stetson School of Business and Economics.
Alumna: Southern Illinois University – PhD in Finance and Economics, University of Hyderabad – MS in Economics(MA)
Brian has over 30 years experience in financial management assisting clients locally and internationally as an executive, and leading his own organization.
Alumnus: Sleep Soundly, Bank of America, FirstMerit, Key Bank, Barclays Bank, Luyt Center for Business Law, University of the Orange Free State, CFP
Lloyd has a very extensive background in commercial lending and an even more extensive network of contacts within the lending and private equity community.
Alumnus: Westfield Bank, Western Reserve Bank, Metropolitan Bank, Manufacturers Hanover, BancOhio, Cornell University (BA), New York University (MBA), Cleveland State University (MA)
Atlanta Office 11380 Southbridge Pkwy, Suite 233, Alpharetta, GA 30022
Raleigh Office 1140 Kildaire Farm Road, Suite 108-9, Cary, NC 27511
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