Greg Powell Email & Phone Number
President and CEO @ Fi Plan Partners, LLC
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Greg Powell Location
- Birmingham, AL, US
Greg Powell Work
- 2005 -now President and CEO @
- 2005 -now Founder @ fiSMART, LLC
Greg Powell Education
- Investment and Wealth Institute
CIMA (Certifed Investment Management Analyst)
2000-2001 - The Wharton School
(Senior Account Executive Program)
1997-1998 - Samford University
Business (Finance)
1977-1981 - The Baylor School
High School
1971-1977
Greg Powell Skills
- Business Consulting
- Business Owner Planning
- Entrepreneurship Development
- Financial Planning
- Business Planning
- Business Development
- Asset Management
- Investment Strategies
- Keynote Speaking
- Business Strategy
- Team Building
- Venture Capital
- Organizational Development
- New Business Development
Greg Powell Summary
- Greg Powell, based in Birmingham, AL, US, is currently a President and CEO at Fi Plan Partners, LLC. Greg Powell brings experience from previous roles at fiSMART, LLC. Greg Powell holds a 2000 - 2001 CIMA in Certifed Investment Management Analyst @ Investment and Wealth Institute. With a robust skill set that includes Business Consulting, Business Owner Planning, Entrepreneurship Development, Financial Planning, Business Planning and more. Greg Powell has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Fi Plan Partners, LLC Employees
Greg Powell
President and CEO
Birmingham, AL, US
Robert Moody
Senior Vice President, Wealth Consultant
Birmingham, AL, US
Ashley Page
Senior Vice President, Wealth Consultant
Birmingham, AL, US
Felicia Ludlum
Chief Operating Officer
Birmingham, AL, US
Ty Miller
Vice President and Wealth Consultant at Fi Plan Partners, LLC
Birmingham, AL, US
Jason Hatley
Vice President; Financial Planning Manager
Birmingham, AL, US
Bobby Norman
Managing Director-Senior Vice President and Wealth Consultant
Birmingham, AL, US
Adam Vansant
Vice President, Wealth Consultant
Birmingham, AL, US
Sonja McGittigan
Operations Specialist
Birmingham, AL, US
Lexie Watts
Marketing Manager
Birmingham, AL, US
Makenzie F.
Financial Planning Coordinator
Birmingham, AL, US
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