Grant Coleman Email & Phone Number
Sr. Relationship Manager @ OneDigital Health and Benefits
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Grant Coleman Location
- Atlanta, GA, US
Grant Coleman Work
- 2020 -now Sr. Relationship Manager @
- 2016 -now President @ Mysta Technologies, LLC
- 2023 -2026 Board Member @
- 2023 -2026 Board Member @
- 2014 -2016 Client Advisor, Private Wealth Management @
- 2012 -2013 Wealth Advisor @
- 2010 -2012 Trust and Estate Specialist @
- 2003 -2010 Sr. Wealth Consultant @
- 2001 -2003 Assistant Vice President @ Prudential Bank and Trust
Grant Coleman Education
- Morehouse College
Bachelor of Business Administration (B.B.A.) (Marketing and Management)
1994-1998
Grant Coleman Skills
- Ctfa
- Art
- Client Services
- Tax
- Consulting
- Social Influence
- Financial Advisory
- Wells Fargo
- Responsibility
- Asset Allocation
- High End
- Regulations
- Wealth
- Communication
- Legislation
- Brokerage
- Accountability
- Hedge Funds
- Guidelines
- Assumptions
- ALM
- Marketing
- Delivery
- Territory Management
- Project Planning
- Managing Accounts
- Management Development
- Investment Management
- Estate Planning
- Ots
- Business Administration
- Seminars
- Policy
- Producing
- Supervision
- Staff Development
- Insurance Planning
- Capital Management
- Retirement Planning
- Nonprofits
- Ultra
- Partnerships
- Trade Unions
- Applied Behavior Analysis
- Real Estate
- Wealth Management
- Fiduciary
- Securities
- Life Insurance
- Portfolio Management
- Strategic Financial Planning
- Sales Strategy
- Wealth Management Services
- Staff Management
- Finance
- Irrevocable Life Insurance Trusts
- Mutual Funds
- Social Media
- Sales Management
- Financial Structuring
- Affluent
- Private Equity
- Reviews
- Insurance Brokerage
- Atlanta
- Civic
- Offerings
- Microsoft Excel
- Fee
- Spectrum
- Merrill Lynch
- Coordination
- Series 7
- Trusts
- Thrift
- Microsoft Office
- American
- Insurance
- Strategic Planning
- Sales
- Investment Advisory
- High Net Worth Individuals
- Cannon
- Proposal Writing
- Revenue
- Investments
- Strategy
- Platforms
- Manager Selection
- Internal Audit
- Outlining
- Management
- Interchange
- Networking
- Newsletters
- Trust
- Efficient
- Net
- Alternative Investments
- Personal Trust
- Certified Financial Planner
- Capital Markets
- Negotiation
- Business Partnering
- Reactive
- Segmentation
- Loans
Grant Coleman Summary
- Grant Coleman, based in Atlanta, GA, US, is currently a Sr. Relationship Manager at OneDigital Health and Benefits. Grant Coleman brings experience from previous roles at Mysta Technologies, LLC, International Academy of Smyrna, Cool Girls, Inc. and SunTrust Bank. Grant Coleman holds a 1994 - 1998 Bachelor of Business Administration (B.B.A.) in Marketing and Management @ Morehouse College. With a robust skill set that includes Ctfa, Art, Client Services, Tax, Consulting and more. Grant Coleman has 2 emails and 4 mobile phone numbers on RocketReach.
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Top OneDigital Health and Benefits Employees
Alan Cole
Vice President, Retirement Plan Consulting
Atlanta, GA, US
Ragan Fabrici
Senior Vice President, Human Resources
Atlanta, GA, US
David Pittard
Chief Client Officer, Southeast
Atlanta, GA, US
Vincent Morris
President | OneDigital Retirement + Wealth
Overland Park, KS, US
Todd Belden
President, Central Region
Cincinnati, OH, US
Chuck Ristau
CFO
Marietta, GA, US
Adam Bruckman
President and CEO
Atlanta, GA, US
Robin Malmanger
Vice President of Talent Acquisition
Atlanta, GA, US
Jared Branyon
VP of Project Management
Atlanta, GA, US
Mike Sullivan
Co-Founder and Chief Growth Officer
Washington, DC, US
Chelsey Willis
Senior Vice President of Talent
Atlanta, GA, US
Erica Zinkie
EVP, Legal and Compliance
Atlanta, GA, US
Vinay Gidwaney
Chief Product Officer
Boston, MA, US
Marcia Calleja
Chief Information Officer
Atlanta, GA, US
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