Stephanie Hunt, Cpfa® Email & Phone Number

Atlanta, Ga, Us

Atlanta, Georgia, United States

Atlanta, Georgia, United States

Greater Atlanta Area

We work with employers to build strong, effective retirement programs, through consultation on plan design, investment line-up development and monitoring, plan pricing, governance and fiduciary practices, administration and development, and execution of employee engagement programs. In addition, I assist with business development and firm best practices including service model, marketing, and content creation. Investment advice offered through OneDigital Investment Advisors, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital. Securities offered through Triad Advisors, LLC (member FINRA/SIPC). OneDigital and OneDigital Investment Advisors are separate entities from Triad Advisors, LLC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact and Personal Info’ section above. For a list of states in which the financial consultants affiliated with Atlanta Retirement Partners are registered to do business, please visit www.atlantaretirementpartners.com.

Athens, Georgia Area

While at Stadion, I developed, executed, and maintained marketing campaigns and strategies for the Stadion Retirement solutions including managed accounts, target date funds, and risk based funds. In addition, I led the development of new products and product positioning, including providing creative direction on all marketing related material, market research campaigns, and internal sales training.

I acted as the single point of contact for a majority of the firm’s clients and was accountable for all preparation and follow up for each of the committee meetings that generally occurred on a quarterly basis. In addition I provided in-depth investment analysis and recommendations when changes were to be made, conducted individual participant meetings, and acted as a liaison between the clients and their service providers to make sure each plan operated efficiently and effectively.

Proactively managed the service model for all clients. Single point of contact Create, prepare and produce quarterly meeting materials Counsel plan participants Review plan documents Provide client and provider issue resolution Research industry initiatives Conduct provider due diligence searches and fee dissections. Facilitate the conversion process from start to finish including group and one on one participant meetings. Conduct investment research including: Quantitative analysis utilizing multiple databases Qualitative research including custom investment and market commentary Present investment opinions in client review meetings

Duties included Compliance Officer, Office Manager, and Human Resource Manager. Manage day to day office activities including oversight of 3 employees and act as liaison between all employees and upper management. Facilitate all communication with broker/dealer. Manage cash flow in client accounts, not limited to: Maintain predetermined cash requirements Calculate and distribute required minimum distributions from IRA's Facilitate wire, journals, ACH, issuance of checks Understand and interpret client statements. Conduct monthly unaudited analysis for institutional accounts. Ensure office follows rules set forth by the SEC and FINRA.

· Develop, maintain and administer marketing campaign strategies that increase sales and build assets of NationsFunds and other Banc of America Capital Management investment products through external broker/dealers, registered investment advisors and independent financial planners. · Act as liaison between marketing, sales, national accounts and other business partners within and outside channel to create effective and efficient working environment.

· Organizing special events to promote NationsFunds, the proprietary mutual fund company of Bank of America, through PGA Tour Events, the Carolina Panthers and University of Washington football program. · Project managed marketing materials to promote sales for NationsFunds family of funds.

· Responsible for exceeding territory sales goal totaling excess of $60 million.