Dean Hackney Email & Phone Number

Alpharetta, Georgia

Greater Atlanta Area

Consultant for individuals and business owners looking to position themselves and their businesses as the world transitions to blockchain technology and digital currency.

Athens, Georgia Area

Worked with advisors, wealth managers and portfolio managers to educate them about Stadion’s strategies and products. Implemented tactical defensive mutual funds onto institutional investment platforms. Worked with decision makers within the RIA channel to present and screen our mutual funds and separate accounts. Utilized my experience within the advisory space to build relationships and form partnerships. Connected with firms that can benefit from Stadion’s products, and ultimately protect… Show more Worked with advisors, wealth managers and portfolio managers to educate them about Stadion’s strategies and products. Implemented tactical defensive mutual funds onto institutional investment platforms. Worked with decision makers within the RIA channel to present and screen our mutual funds and separate accounts. Utilized my experience within the advisory space to build relationships and form partnerships. Connected with firms that can benefit from Stadion’s products, and ultimately protect their client’s portfolios from market volatility. Show less

Greater Atlanta. Southeastern United States

Advised clients on investment and retirement planning solutions for high net worth clients. Designed financial planning programs. Used systematic approach to find solutions for clients. Worked with attorneys and accountants to achieve client’s comprehensive financial goals. Performed budget and investment analysis to determine client’s retirement goals. Met regularly with clients to review investment performance, asset allocation, future investment strategy and financial planning needs… Show more Advised clients on investment and retirement planning solutions for high net worth clients. Designed financial planning programs. Used systematic approach to find solutions for clients. Worked with attorneys and accountants to achieve client’s comprehensive financial goals. Performed budget and investment analysis to determine client’s retirement goals. Met regularly with clients to review investment performance, asset allocation, future investment strategy and financial planning needs. Built trust and loyalty with clients by utilizing natural empathetic communication style. Performed market research to be well informed on changing economic conditions as it related to educating my clients, and making investment decisions. Show less

Greater Atlanta Area

Senior Portfolio Manager accomplished in portfolio management, trust relationship and investment sales. Responsible for managing investment portfolios for private trust clients with an average market value of $2 -5MM. Manage a book of business of $700MM. Provided clients with various customized portfolio solutions including individually managed equities and fixed income, mutual funds, ETF’s, commodities, hedge funds and REITS. Extensive experience in various types of accounts such as IRA’s… Show more Senior Portfolio Manager accomplished in portfolio management, trust relationship and investment sales. Responsible for managing investment portfolios for private trust clients with an average market value of $2 -5MM. Manage a book of business of $700MM. Provided clients with various customized portfolio solutions including individually managed equities and fixed income, mutual funds, ETF’s, commodities, hedge funds and REITS. Extensive experience in various types of accounts such as IRA’s, revocable and irrevocable trusts, investment management accounts, charitable foundations and private foundations. Performed client meetings to review economic conditions, investment performance, asset allocation and investment strategy on a quarterly basis. Show less

Greater Atlanta Area

Advised clients on investment and retirement planning solutions. Designed financial planning programs for clients, including multiple asset portfolio strategies, life insurance and tax efficient investment plans. Developed relationships with mutual fund companies, fund managers and market research analysts, to review and analyze investment products for my client’s financial planning needs. Worked closely with attorneys, accountants and financial planners to partner together to achieve my… Show more Advised clients on investment and retirement planning solutions. Designed financial planning programs for clients, including multiple asset portfolio strategies, life insurance and tax efficient investment plans. Developed relationships with mutual fund companies, fund managers and market research analysts, to review and analyze investment products for my client’s financial planning needs. Worked closely with attorneys, accountants and financial planners to partner together to achieve my clients financial goals. Met with schools system administrators, colleges and universities to implement 403b programs as a viable investment option for their employees. Performed a needs analysis with every client to determine retirement income and asset protection goals. Show less