Dean Austin, Cfa, Caia
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Dean Austin, Cfa, Caia Email & Phone Number

Senior Investment Consultant at Synovus
Location: Mableton, Georgia, United States 11 work roles 2 schools
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Current company
Synovus
Role
Senior Investment Consultant
Location
Mableton, Georgia, United States
Company size
3894 employees

Who is Dean Austin, Cfa, Caia? Overview

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Quick answer

Dean Austin, Cfa, Caia is listed as Senior Investment Consultant at Synovus, a with 3894 employees, based in Mableton, Georgia, United States. AeroLeads shows a matched LinkedIn profile for Dean Austin, Cfa, Caia.

Dean Austin, Cfa, Caia previously worked as Regional Investment Director at Pnc and Retirement Plan Consultant at Onedigital. Dean Austin, Cfa, Caia holds Master Of Business Administration (M.B.A.), Finance And Decision Science from Clark Atlanta University.

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Synovus

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Profile bio

About Dean Austin, Cfa, Caia

Experienced Investment Professional with over 25 years of experience working with High Net Worth to Ultra-High Net Worth Clients in addition to Institutional Clients such as Pensions, Foundations and Endowments. Expertise in Asset Allocation and Portfolio Construction as it relates to Manager Selection and Positioning to create customized client solutions. Ability to provide a broader client investment opportunity set with a special focus on the inclusion of Alternative Investments.

Current workplace

Dean Austin, Cfa, Caia's current company

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Synovus
Synovus
Senior Investment Consultant
columbus, georgia, united states
Website
synovus.com
Employees
3894
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11 roles

Dean Austin, Cfa, Caia work experience

A career timeline built from the work history available for this profile.

Senior Investment Consultant

Current
Synovus

Atlanta, Georgia, United States

Apr 2024 - Present

Regional Investment Director

Pnc

Atlanta, Georgia, United States

Mar 2021 - Jul 2023

Retirement Plan Consultant

Onedigital

Atlanta, Georgia, United States

Jan 2021 - Mar 2021

Director - Institutional Investment Strategist

Suntrust

Greater Atlanta Area

Apr 2017 - Jan 2021

Senior Portfolio Manager

Fifth Third Private Bank

Greater Atlanta Area

Developed and executed with full discretion customized investment solutions for High Net Worth and Institutional Clients utilizing an investment consulting approach. Supported the new business development process while leveraging partnership opportunities throughout the firm.

Aug 2013 - Dec 2015

Instructor: Cfa Review Course Levels I-Iii

Atlanta Society Of Finance And Investment Professionals - Asfip

Greater Atlanta Area

Instructed review courses for Levels I-III of the Chartered Financial Analyst designation. Course modules taught were in Ethical and Professional Standards, Portfolio Management and Wealth Planning, Alternative Investments, Equity Investments and Fixed Income. The Review Course Program is sponsored by the ASFIP organization with course content and materials provided by either Kaplan-Schweser or Becker-Stalla Professional Education.

Jan 2005 - Jun 2015

Senior Investment Strategist

Wells Fargo Wealth Management

Greater Atlanta Area

Managed over $600 million in client relationships by providing customized portfolio management for High Net Worth and Institutional Clients utilizing a team based comprehensive wealth planning approach.Partnered with the Client Service Team on new business development opportunities.

Oct 2008 - Jan 2013

Principal - Investment Advisor

Bmo Private Banking - Harris Mycfo Investment Advisory Services, Llc

Greater Atlanta Area

Served as the "Family CIO" to Ultra-High Net Worth Families [$800 million AUM] managing their integrated business and investment needs.Created quarterly client portfolio and market commentary.Partnered with the Client Service Team on new business development opportunities.

Jan 2007 - Oct 2008

Portfolio Manager

Bank Of America Merrill Lynch - Private Advisory Services

Greater Atlanta Area

As a Portfolio Manager, managed over $600 million for High Net Worth and Institutional Clients utilizing proprietary investment solutions and third-party money managers. Partnered with the Sales Team on client wealth management issues and in business development. As a Trust Officer, served as the primary point of client contact on Trust Administration and Investment Management. As a Senior Financial Analyst, developed a business case and valuation model for analysis of a major internal… Show more As a Portfolio Manager, managed over $600 million for High Net Worth and Institutional Clients utilizing proprietary investment solutions and third-party money managers. Partnered with the Sales Team on client wealth management issues and in business development. As a Trust Officer, served as the primary point of client contact on Trust Administration and Investment Management. As a Senior Financial Analyst, developed a business case and valuation model for analysis of a major internal capital investment project while leveraging external partner relationships. Show less

Jun 1997 - Jan 2007

Adjunct Professor

Clark Atlanta University

Greater Atlanta Area

Instructed the Course: Quantitative Analysis for Business Decisions

May 1996 - Jun 1997

Security Analyst

The Investment Doctors, Inc.

Greater Atlanta Area

Performed Equity Analysis by participating in the ongoing development and implementation of bottom-up stock screening methods for use in the firm's proprietary stock selection process.

Jan 1993 - Jun 1997
Team & coworkers

Colleagues at Synovus

Other employees you can reach at synovus.com. View company contacts for 3894 employees →

PJ Pj Johnson Pj Johnson Colleague at SynovusMilton, Florida, United States View → AD Ali Daurie Ali Daurie Colleague at SynovusAtlanta, Georgia, United States View → KL Kathryn L. Kathryn L. Colleague at SynovusMiami, Florida, United States View → SC Shelley Crawshaw Shelley Crawshaw Colleague at SynovusSumter, South Carolina, United States View → PP Pravasini Pati Pravasini Pati Colleague at SynovusBirmingham, Alabama, United States View → CC Clinton Carter Clinton Carter Colleague at SynovusApopka, Florida, United States View → PS Pat Smith Pat Smith Colleague at SynovusGreater Sydney Area, Australia View → LG Lisa Griggs Lisa Griggs Colleague at SynovusLee County, Alabama, United States View → TJ Theresa Jones Theresa Jones Colleague at SynovusSumter, South Carolina, United States View → PG Penny Good Penny Good Colleague at SynovusSmiths Station, Alabama, United States View →
2 education records

Dean Austin, Cfa, Caia education

Master Of Business Administration (M.B.A.), Finance And Decision Science

Clark Atlanta University

Activities and Societies: Beta Gamma Sigma Society Member Honor Society recognizing excellence in business.

FAQ

Frequently asked questions about Dean Austin, Cfa, Caia

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What company does Dean Austin, Cfa, Caia work for?

Dean Austin, Cfa, Caia works for Synovus.

What is Dean Austin, Cfa, Caia's role at Synovus?

Dean Austin, Cfa, Caia is listed as Senior Investment Consultant at Synovus.

Where is Dean Austin, Cfa, Caia based?

Dean Austin, Cfa, Caia is based in Mableton, Georgia, United States while working with Synovus.

What companies has Dean Austin, Cfa, Caia worked for?

Dean Austin, Cfa, Caia has worked for Synovus, Pnc, Onedigital, Suntrust, and Fifth Third Private Bank.

Who are Dean Austin, Cfa, Caia's colleagues at Synovus?

Dean Austin, Cfa, Caia's colleagues at Synovus include Pj Johnson, Ali Daurie, Kathryn L., Shelley Crawshaw, and Pravasini Pati.

How can I contact Dean Austin, Cfa, Caia?

You can use AeroLeads to view verified contact signals for Dean Austin, Cfa, Caia at Synovus, including work email, phone, and LinkedIn data when available.

What schools did Dean Austin, Cfa, Caia attend?

Dean Austin, Cfa, Caia holds Master Of Business Administration (M.B.A.), Finance And Decision Science from Clark Atlanta University.

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