James Mack, Mba, Msfp

James Mack, Mba, Msfp Email and Phone Number

Family Office Associate @ Capital Family Office
Atlanta, GA, US
James Mack, Mba, Msfp's Location
Atlanta, Georgia, United States, United States
James Mack, Mba, Msfp's Contact Details

James Mack, Mba, Msfp work email

James Mack, Mba, Msfp personal email

n/a
About James Mack, Mba, Msfp

Joining Creative in 2019, James works as an analyst for the Southern Company Executive Financial Planning team. James holds his Masters in Business Administration from Florida State University and his Master of Science in Financial Planning from Golden Gate University; He will sit for the Certified Financial Planner exam in 2022.Outside of the office, James commits most of his efforts to the Cystic Fibrosis Foundation, holding multiple committee positions for the CFF Georgia Chapter, the Atlanta Peachtree Society, and Tomorrow’s Leaders groups. James is also a member of the Financial Planning Association. In his free time, you can find him in the gym or on the road to wherever there is live music.When We Connect, I Want You to Know...There are specific regulations governing communications for those of us in this industry. Consistentwith my commitment to observe high standards of commercial honor, please know the impact ofthese regulations means:• I am unable to accept any endorsements or recommendations posted to my profile, thoughI welcome you to call me at (404) 364-6749 with any feedback.• I cannot post content regarding investment markets, products or related content; insteadlet's meet to discuss what's on your mind.• Your privacy is important to me, which is one key reason it is important you don't post orsend any message containing confidential information, trade instructions, or servicerequests.• I cannot reply to or use the LinkedIn messaging system, but you can reach me through mybusiness email address, james.mack@cfgltd.comAs a licensed representative of Synovus Securities, Inc., please remember the Investment,Insurance and Investment Advisory products and services provided are: Not FDIC Insured, NotDeposits/Obligations of nor Guaranteed by Synovus Bank, and Involved Investment Risk IncludingPossible Loss of the Amount Invested. Synovus Securities, Inc. is a registered Broker-Dealer,Federally Registered Investment Adviser, and is an affiliate of Synovus Bank.

James Mack, Mba, Msfp's Current Company Details
Capital Family Office

Capital Family Office

View
Family Office Associate
Atlanta, GA, US
Website:
capital-fo.com
Employees:
7
James Mack, Mba, Msfp Work Experience Details
  • Capital Family Office
    Family Office Associate
    Capital Family Office
    Atlanta, Ga, Us
  • Creative Financial Group, Ltd
    Financial Planning Analyst
    Creative Financial Group, Ltd Feb 2019 - Present
    Atlanta, Georgia, Us
    For more than two decades, Creative Financial Group (CFG) has provided financial planning and investment advisory services for executives (under a corporate sponsored executive program), business owners, high-net-worth individuals and families. We believe in personalized planning and attention to each client’s individual needs.
  • Turnkey Planning Solutions
    Financial Planning Specialist
    Turnkey Planning Solutions Nov 2017 - Feb 2019
    Atlanta, Georgia, Us
  • Nas Insurance Services
    Associate Underwriter
    Nas Insurance Services Jan 2016 - Sep 2016
    Encino, Ca, Us
  • Marsh & Mclennan Companies, Inc.
    Financial And Professional Liability Specialist
    Marsh & Mclennan Companies, Inc. Aug 2014 - Jan 2016
    New York, Ny, Us

James Mack, Mba, Msfp Skills

Leadership Social Networking Finance Event Planning Sales Financial Analysis Coaching Investments Customer Service Public Relations Risk Management Securities Entrepreneurship Bartending Building Clientele B2b Marketing Strategy Commercial Insurance Social Media Networking Hospitality Program Management Social Promotion Insurance Brokerage Public Speaking Rhetoric Promotions

James Mack, Mba, Msfp Education Details

  • Golden Gate University
    Golden Gate University
    Master Of Science In Financial Planning (Msfp)
  • Florida State University
    Florida State University
    Concentration In Finance
  • Florida State University
    Florida State University
    Political Science And Government
  • Bishop Moore Catholic High School
    Bishop Moore Catholic High School

Frequently Asked Questions about James Mack, Mba, Msfp

What company does James Mack, Mba, Msfp work for?

James Mack, Mba, Msfp works for Capital Family Office

What is James Mack, Mba, Msfp's role at the current company?

James Mack, Mba, Msfp's current role is Family Office Associate.

What is James Mack, Mba, Msfp's email address?

James Mack, Mba, Msfp's email address is ms****@****ltd.com

What is James Mack, Mba, Msfp's direct phone number?

James Mack, Mba, Msfp's direct phone number is +140741*****

What schools did James Mack, Mba, Msfp attend?

James Mack, Mba, Msfp attended Golden Gate University, Florida State University, Florida State University, Bishop Moore Catholic High School.

What are some of James Mack, Mba, Msfp's interests?

James Mack, Mba, Msfp has interest in Career, Christianity, Cooking, Exercise, Investing, Electronics, Nascar, Home Improvement, Reading, Crafts.

What skills is James Mack, Mba, Msfp known for?

James Mack, Mba, Msfp has skills like Leadership, Social Networking, Finance, Event Planning, Sales, Financial Analysis, Coaching, Investments, Customer Service, Public Relations, Risk Management, Securities.

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