Doug Guillory, Aif work email
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Doug Guillory, Aif personal email
My over 28 years of experiences have taught me the value of integrity, team work and responsibility. I strive to deliver these same principles both in my professional and personal life.Whether it be benefits consulting, retirement plan design, investment analytics, or employee financial and retirement readiness, I am happy to help.
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FounderGeo XrayAtlanta, Ga, Us
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President403B Partners May 2021 - PresentCumming, Georgia, United StatesAn innovative and independent non-ERISA TPA. We make the advisor and employee experience better! -
Vice President, Director Of Business DevelopmentArista Consulting Group Jan 2019 - Jan 2021Alpharetta -
Retirement Plan Team LeaderArista Financial Group Jan 2016 - Jan 2021Alpharetta, GaProviding world-class retirement plan services to school systems and corporations.Arista is an industry leader in provider Investment Fiduciary Oversight, Plan Bench-marking and Provider Due Diligence. We focus our efforts on innovating retirement programs and improving retirement outcomes for schools and corporations across the Southeast. Our ultimate goal is helping our clients reach financial success so they can pursue their true calling.Oversee the development of the FIRST Progam -a unique non-ERISA TPA service. We put employees FIRST.
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Retirement Plan SpecialistMutual Of Omaha Mar 2015 - Jan 2016Birmingham, Alabama AreaBusiness development - 401(k). Mutual of Omaha is one of the most recognized brands in financial services. Their retirement platform is designed to bring an institutional investment approach coupled with a high-end sales and service model to financial advisors and their plan sponsors. All from a name you know. -
Major Account Retirement Services District ManagerAdp Jul 2014 - Mar 2015Birmingham, Alabama AreaI help Financial Advisors and Corporate customers see the benefits of using ADP technology to administer their retirement benefit plans.With our integrated retirement and payroll solution, our clients are able to be more efficient and error free when it comes to administering their 401k. -
Vp - Business Development OfficerPnc Jun 2012 - Jul 2014Birmingham, Alabama AreaBusiness development for PNC Institutional Investments Group. Bundled 401k services. Investment management and Trust services for Defined Benefit Plans., Institutional Asset Management for Foundations, Endowments and Municipalities. Corporate Trust and Custody.DCIO marketing for the PNC Family of Funds. -
OwnerLast Minute Medical Sep 2010 - Dec 2011Birmingham, Alabama AreaHealthcare IT start-up. Physician patient lead generation, online referral management, online appointments, automated text/email patient reminders.Company merged 1/1/12 with Big City Docs, LLC.
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Vice President-Retirement Plan ManagerMerrill Lynch Sep 1997 - Feb 2009Birmingham, Alabama AreaSales of ML and ML Partner corporate retirement plans, investment management services, trust and custody services for (401k, Profit sharing, Defined benefit, Non-qualified deferred compensation plans). Target market was $5+ million per accountNQDC platform consisted of plan design service. Sold mutual fund and COLI funding arrangementsDefined Benefit services included bundled and un-bundledBrought in over $1.5 billion in assets over my tenureSupported various sales territory over the years; Provided product and sales training to Financial AdvisorsHelped develop Financial Advisor sales and service models -
Group And Pension RepresentativePrincipal Financial Group Sep 1996 - Sep 1997Birmingham, Alabama AreaWholesaler of employer retirement plans, Group life and disability productsMarketed primarily among insurance agencies -
Employee Benefits Trust OfficerTrustmark National Bank Mar 1995 - Sep 1996Jackson, Mississippi AreaSales of employer retirement plans to bank customersServiced a defined book of Employee Benefit Trust clients -
Investment AssociateCorporate Planning, Ltd Sep 1993 - Mar 1995Jackson, Mississippi AreaSupported a team of three senior- level Financial AdvisorsOur firm specialized in corporate retirement plans.I was responsible for all education and enrollment meetings, maintaining Investment asset allocation models, general plan servicing
Doug Guillory, Aif Skills
Doug Guillory, Aif Education Details
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Finance -
Clinton High School
Frequently Asked Questions about Doug Guillory, Aif
What company does Doug Guillory, Aif work for?
Doug Guillory, Aif works for Geo Xray
What is Doug Guillory, Aif's role at the current company?
Doug Guillory, Aif's current role is Founder.
What is Doug Guillory, Aif's email address?
Doug Guillory, Aif's email address is do****@****nfo.com
What schools did Doug Guillory, Aif attend?
Doug Guillory, Aif attended Mississippi College, Clinton High School.
What skills is Doug Guillory, Aif known for?
Doug Guillory, Aif has skills like Mutual Funds, 401k, Retirement, Investments, Asset Allocation, Retirement Planning, Series 7, Portfolio Management, Wealth Management, Series 63, Defined Contribution.
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