Roderick Reed

Roderick Reed Email and Phone Number

CEO and Founder @ ProjectCrowd
Atlanta, GA, US
Roderick Reed's Location
Atlanta Metropolitan Area, United States
Roderick Reed's Contact Details

Roderick Reed personal email

Roderick Reed phone numbers

About Roderick Reed

I’ve been in the financial field for over 17 years, and formerly held Series 7, 63, and a 66 Registered Investment Adviser designations. I managed over 500 clients and more than 300 million in assets.My clients consisted of executives from fortune 500 companies. I assisted in the education and exercising of their Employee Stock Purchase Plans.•Work with clients to help them understand the Equity Compensation Plans (stock options; restricted stock; ESPP).•Skilled at making effective sales presentations, often involving technical product details. Have regularly exceeded sales goals.•Excellent oral communication and interpersonal skills with decision makers and high net-worth individuals.•Provide investment advice through knowledge of investment products and services.I am licensed to sell insurance and securities in the state of Mississippi.I am a registered representative and offering investment advisory services and financial planning.

Roderick Reed's Current Company Details
ProjectCrowd

Projectcrowd

View
CEO and Founder
Atlanta, GA, US
Website:
prowd.io
Employees:
2
Roderick Reed Work Experience Details
  • Projectcrowd
    Ceo And Founder
    Projectcrowd
    Atlanta, Ga, Us
  • Projectcrowd
    Ceo & Founder
    Projectcrowd Sep 2010 - Present
    Greater Atlanta Area
  • Mass Mutual Financial Group
    Investment Specialist
    Mass Mutual Financial Group Jul 2013 - Feb 2014
    Jackson, Mississippi Area
    I provide a total financial needs analysis through a network of experienced professionals with expertise in:• Advisory services• Retirement analysis and programs• Estate strategies• Employee benefit and retention services• Business continuation strategies• Trust servicesI offer an analysis of your current financial situation and help you:• Identify financial goals and concerns• Illustrate what is being done to reach your goals and deal with concerns• Identify gaps, if present, and offer solutions to fill themI provide a broad portfolio of individual life, disability income and long-term care insurance protection, asset accumulation strategies, and financial products and services for high-net worth families, businesses and institutions.Along with a team of professional, I provide guidance to my clients to help them reach their goals.I offer comprehensive financial strategies and/ or focus on one specific area of need.Preparing for the next step in life isn’t easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.
  • Avalon Investment & Securities Group, Inc
    Investment Advisor
    Avalon Investment & Securities Group, Inc May 2010 - Oct 2012
    Called on accredited investors regarding the firms investment portfolio.

Roderick Reed Skills

Investments Finance Financial Advisory Business Development Strategic Financial Planning Business Planning Financial Services Retirement Series 7 Securities Equities Portfolio Management Entrepreneurship Fixed Annuities Business Strategy Management Sales Management

Roderick Reed Education Details

Frequently Asked Questions about Roderick Reed

What company does Roderick Reed work for?

Roderick Reed works for Projectcrowd

What is Roderick Reed's role at the current company?

Roderick Reed's current role is CEO and Founder.

What is Roderick Reed's email address?

Roderick Reed's email address is ro****@****hoo.com

What is Roderick Reed's direct phone number?

Roderick Reed's direct phone number is +140435*****

What schools did Roderick Reed attend?

Roderick Reed attended The University Of Southern Mississippi.

What are some of Roderick Reed's interests?

Roderick Reed has interest in Social Services, Children, Economic Empowerment, Civil Rights And Social Action, Education, Environment, Poverty Alleviation, Science And Technology, Disaster And Humanitarian Relief, Human Rights.

What skills is Roderick Reed known for?

Roderick Reed has skills like Investments, Finance, Financial Advisory, Business Development, Strategic Financial Planning, Business Planning, Financial Services, Retirement, Series 7, Securities, Equities, Portfolio Management.

Who are Roderick Reed's colleagues?

Roderick Reed's colleagues are Justus T.

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