Jason B. Culp, Cfp®, Cebs Email & Phone Number

Atlanta Metropolitan Area

Overview: Currently providing strategic retirement plan management, administration, and financial planning at one of the nation’s top international law firms. Managing over 1Billion in assets across four major plan types: Cash Balance Pension Plan401(k) Profit Sharing NQ Deferred Incentive PlanInternational Group Pension Plan (London, UK)* Calculating.

Greater Atlanta Area

Overview: Provided retirement plan management policy guidance and direction for +26 Georgia college level institutions, oversaw and controlled all processes and policies for all USG mandatory, voluntary, and executive retirement plans.* Ensured all plans complied with the Board of Regents approved plan documents and with all applicable legal, investment.

Dobbins Air Force Base- Marietta, Georgia

Overview: devised financial planning strategies for service members assigned to Dobbins Air Force Base; provided expert advice and retirement plan recommendations related to personal and family financial planning as well as educated through workshops/seminars. Planned, arranged, and managed more than 115 seminars for 1500 soldiers with the Active Guard and.

Atlanta, Georgia

Overview: administered and managed more than 60 nonqualified deferred compensation plans; 425M in plan assets. Reduced processing errors on equity and mutual funds trades, analyzed deferment of equity compensation plans, processed equity-based retirement funds distributions, and educated participants on internal plan documents to maximize retirement plan.

Atlanta, GA

Prior to Promotion:Overview: ensured seamless transition to a new platform by 3rd party client applying technical expertise in financial services products. Led six subordinates during process and mitigated impact of $2M negative trading and account valuation issues.* Identified and corrected $2M in trade/client account value errors, saving $120K in.

Marietta, Georgia

• Engaged to conduct focused revenue generation and audit of daily banking activity within assigned branch. Challenged to ensure quality control of bank transactions and SEC regulated account openings. As a dual employee.
• Account generation (checking, trust, IRA, educational, CD, and business accounts)
• Loan generation: Responsible for the marketing and closing of mortgage (15, 30 year fixed, variable, and Home Equity loans). Responsible for generating a minimum of $500,000 of business loan revenue per month as well.
• Investment Account/Household generation: (investment IRA, educational (Coverdale, ESA), individual Mutual fund, and life insurance accounts.The audit side consisted of:
• Conducting risk and control analysis to ensure bank lines of business meets corporate standards specifically relating to internal controls.
• Bank vault reconciliation, cash accounting and inventory management for daily armored car pick up, ATM management and cash reconciliation.

Master Of Science, Finance

Bachelors Of Business Administration, Management

Activities and Societies: Student athlete/Captain: Morehead State University Fighting Eagles Football team- 1998-2002Graduates of this.

Financial Planning

Oglethorpe University's CFP® certification education program provides students with the knowledge needed to meet the educational.

Certified Employee Benefits Specialist, Employee Benefits

Certified Employee Benefits Specialist Program: The premier designation in total compensation, considered the standard of excellence in.

Insurance Management

Professional management designation earned by passing 10 national examinations on life and health insurance subjects including insurance.