Susan Kornegay

Susan Kornegay Email and Phone Number

Happily retired while continuing to volunteer at Delta Gamma Fraternity @
Susan Kornegay's Location
Knoxville, Tennessee, United States, United States
Susan Kornegay's Contact Details

Susan Kornegay personal email

n/a
About Susan Kornegay

After 38 years as a financial advisor/planner, branch & complex manager, home office exec, and co-owner of Pathfinder, our coaching and consulting practice, it was time for me to retire from working to take up volunteering! I love serving on Delta Gamma Fraternity's Council as Fraternity Treasurer and on our Foundation's Board of Trustees, as well as the steering committee for Kingdom Advisors Women's Community. God is good!

Susan Kornegay's Current Company Details
Pathfinder

Pathfinder

Happily retired while continuing to volunteer at Delta Gamma Fraternity
Susan Kornegay Work Experience Details
  • Pathfinder
    Happily Retired!
    Pathfinder 2022 - Present
  • Pathfinder
    Partner
    Pathfinder 2009 - 2022
    Knoxville, Tennessee Area
    We provided consulting & coaching for Financial Advisors and Financial Planners, specializing in the client-facing side of the business. We helped advisors define or redefine their vision for their ideal practice and ideal clients and exactly the type of experience they want to provide. We helped them develop a compelling story and the best strategies to attract more ideal clients. We also helped with business planning and team development (particularly family teams!)
  • Financial Planning Association (Fpa)
    Fpa Coaches Corner
    Financial Planning Association (Fpa) 2018 - 2020
    Our Coaches Corner specialty was Marketing Messaging and Strategies. We helped financial planners tell their stories more effectively and then find the best strategies to get their stories to exactly the people who need to hear them.
    View
  • Financial Planning Association (Fpa)
    2015 Fpa Business Success Partner
    Financial Planning Association (Fpa) 2015 - 2018
    We partnered with the FPA for many years to help members improve their client experience and grow their businesses.
    View
  • Loring Ward
    Managing Director - Practice Consulting
    Loring Ward 2007 - 2009
    Developed and launched the company’s Structured Practice website, led the development of all advisor conferences and regional forums and provided individual consulting and coaching to Loring Ward’s independent advisor-clients.
    View
  • Wachovia Securities
    Director - Fa Best Practices
    Wachovia Securities 2004 - 2007
    Led the development of many projects and initiatives in support of advisors including the practice management website, the advanced FA development program Work Smarter, Live Better: Mastering the Business of Advice, and the annual business planning program. Also created and published the Financial Advisor’s Guide to Teams.
    View
  • Prudential Securities
    Branch Manager
    Prudential Securities 1997 - 2004
    Managed Knoxville branch 1998-2001 and Destin/Pensacola complex 2001-2004 for Prudential Securities, a predecessor to Wachovia Securities
    View
  • Morgan Stanley Dean Witter
    Financial Advisor
    Morgan Stanley Dean Witter 1984 - 1997
    View

Susan Kornegay Skills

Business Planning Management Consulting Management Finance Investments Leadership Wealth Management Marketing Strategy Marketing Communications Financial Analysis Strategic Planning Financial Advisory Retirement Planning Consulting Business Strategy Mutual Funds Retirement Coaching Small Business Marketing Team Leadership Estate Planning Strategic Consulting Business Coaching Team Management Entrepreneurship Series 63 Business Model Transformation Delivering Workshops

Susan Kornegay Education Details

Frequently Asked Questions about Susan Kornegay

What company does Susan Kornegay work for?

Susan Kornegay works for Pathfinder

What is Susan Kornegay's role at the current company?

Susan Kornegay's current role is Happily retired while continuing to volunteer at Delta Gamma Fraternity.

What is Susan Kornegay's email address?

Susan Kornegay's email address is sk****@****fpa.org

What is Susan Kornegay's direct phone number?

Susan Kornegay's direct phone number is +130375*****

What schools did Susan Kornegay attend?

Susan Kornegay attended Covenant Theological Seminary, The University Of Akron.

What skills is Susan Kornegay known for?

Susan Kornegay has skills like Business Planning, Management Consulting, Management, Finance, Investments, Leadership, Wealth Management, Marketing Strategy, Marketing Communications, Financial Analysis, Strategic Planning, Financial Advisory.

Not the Susan Kornegay you were looking for?

View similar profiles

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.