Cpa - Certified Financial Planner - Coach
Current
Mar 2022 - Present
AeroLeads people directory · profile
Jamie Killorin, Edd Email & Phone Number
CPA - Certified Financial Planner - Coach
at
Hazel Twig
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
CPA - Certified Financial Planner - Coach
Location
Burlington, North Carolina, United States
Who is Jamie Killorin, Edd? Overview
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Quick answer
Jamie Killorin, Edd is listed as CPA - Certified Financial Planner - Coach at Hazel Twig, based in Burlington, North Carolina, United States. AeroLeads shows a matched LinkedIn profile for Jamie Killorin, Edd.
Jamie Killorin, Edd previously worked as Director and Trust Officer at Piedmont Trust Company and Senior Consulting Associate at Heaton Smith Group. Jamie Killorin, Edd holds Ed.D., Human And Organization Learning from The George Washington University.
Company email context
Email format at Hazel Twig
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Hazel Twig
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Profile bio
About Jamie Killorin, Edd
Jamie Killorin, Edd is a CPA - Certified Financial Planner - Coach at Hazel Twig.
Current workplace
Jamie Killorin, Edd's current company
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11 roles
Jamie Killorin, Edd work experience
A career timeline built from the work history available for this profile.
Director And Trust Officer
Jan 2023 - Sep 2024
Senior Consulting Associate
Mar 2022 - Jan 2023
Director Of Gift Planning
Program oversight and growth of this well-established planned giving program, including campaign readiness, website redesign, donor communications, and marketing for reunion and campaign giving strategies.
Feb 2019 - Feb 2022
Director Of Gift Planning
Senior Development Officer charged with growing the planned giving program in support of the National Academy of Sciences, National Academy of Engineering and National Academy of Medicine.
Jul 2013 - Feb 2019
Instructor
Adjunct instructor of Principles of Financial Accounting for Spring 2015 term.
Jan 2015 - May 2015
Chief Development Officer
Responsible for managing the asset development and planned giving programs at this regional philanthropy.
Feb 2012 - Sep 2012
Director Of Gift Planning
Development officer specializing in charitable gift planning of deferred and major gifts.$100 million Ever Elon comprehensive fundraising campaign completed in December 2011.
Mar 2007 - Feb 2012
Vice President, Wealth Strategies Group
New business officer advising high net worth individuals and families on investment and wealth management strategies. Licensed Series 7 and Series 63. Certified Financial Planner™
Nov 2005 - Mar 2007
Certified Public Accountant
Jamie M Killorin, Cpa, Llc / Dowd, Whittaker & Killorin, Cpas
Principal in full service public accounting firm; practice specialist in fiduciary and estate taxation, family office services.
Aug 1994 - Nov 2005
Internal Revenue Agent
Jul 1988 - Jul 1993
6 education records
Jamie Killorin, Edd education
Ed.D., Human And Organization Learning
The George Washington University
Education record
Family Firm Institute (Ffi)
Completed Coactive Core Curriculum
Coaches Training Institute
Accounting
University Of South Florida
Mba, Finance
Depaul Driehaus College Of Business
Bs Commerce, Business Administration
Spring Hill College
FAQ
Frequently asked questions about Jamie Killorin, Edd
Quick answers generated from the profile data available on this page.
What company does Jamie Killorin, Edd work for?
Jamie Killorin, Edd works for Hazel Twig.
What is Jamie Killorin, Edd's role at Hazel Twig?
Jamie Killorin, Edd is listed as CPA - Certified Financial Planner - Coach at Hazel Twig.
Where is Jamie Killorin, Edd based?
Jamie Killorin, Edd is based in Burlington, North Carolina, United States while working with Hazel Twig.
What companies has Jamie Killorin, Edd worked for?
Jamie Killorin, Edd has worked for Hazel Twig, Piedmont Trust Company, Heaton Smith Group, Washington And Lee University, and National Academies Of Sciences, Engineering, And Medicine.
How can I contact Jamie Killorin, Edd?
You can use AeroLeads to view verified contact signals for Jamie Killorin, Edd at Hazel Twig, including work email, phone, and LinkedIn data when available.
What schools did Jamie Killorin, Edd attend?
Jamie Killorin, Edd holds Ed.D., Human And Organization Learning from The George Washington University.
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