Jim Woods Email & Phone Number
Sales Director @ OneVeracity
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Jim Woods Location
- Atlanta, GA, US
Jim Woods Work
- 2024 -now Sales Director @
- 2024 -now Sales Consultant @
- 2008 -2022 Managing Partner-Portfolio Manager @
- 2008 -2022 Portfolio Manager @
- 1990 -2008 Senior Vice President @
- 1987 -1990 Account Executive @ Robinson-Humphrey
- 1985 -1987 Company Owner @ Matterhorn Industries
- 1984 -1985 Vice President of Sales @ Lehman Brothers
- 1983 -1984 Account Executive @
- 1981 -1983 Account Executive @
- 1977 -1981 Sales Specialist @
Jim Woods Education
- Georgia Institute of Technology
Batchelor of Science (Industrial Management)
1973-1977
Jim Woods Skills
- Strategic Planning
- 401k
- Money Management
- Wealth Management
- Wealth Management Services
- Wealth Accumulation
- Portfolio Management
- Financial Analysis
- Finance
- Strategic Financial Planning
- Wealth Preservation Planning
- Multi-generational wealth transfer
- Intergenerational Wealth Transfer
- Wealth Accumulation Strategies
- Mutual Funds
- Hedge Funds
- Business Strategy
- Team Building
- Plan Compliance
- 5500s
- Plan Conversions
- Safe Harbor
- Risk Management
- Equities
- Retirement
- Asset Management
- Valuation
- Investment Advisory
- ETFs
- Bonds
- Investment Policy
- High Net Worth Individuals
- Tactical Asset Allocation
- Registered Investment Advisor
- Separately Managed Accounts
- Investments
- Series 65
- Manager Selection
- Retirement Plan Consulting
- Private Equity
- Investment Advisory Services
- Investment Selection
- Asset Allocation
- Financial Planning
- Leadership
- Business Analysis
- Strategy
- Multi Generational Wealth Transfer
- Microsoft Excel
- Management
- Retirement Planning
- 401K Retirement Savings Plans
- 401 Retirement Savings Plans
Jim Woods Summary
- Jim Woods, based in Atlanta, GA, US, is currently a Sales Director at OneVeracity. Jim Woods brings experience from previous roles at Veracity Benefits, LLC, Southport Capital and Oppenheimer & Co.. Jim Woods holds a 1973 - 1977 Batchelor of Science in Industrial Management @ Georgia Institute of Technology. With a robust skill set that includes Strategic Planning, 401k, Money Management, Wealth Management, Wealth Management Services and more. Jim Woods has 2 emails on RocketReach.
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Top OneVeracity Employees
James Davie
Vice President of Sales
Atlanta, GA, US
Mark Palmer
Vice President, Brand Strategy and Experience
Land O' Lakes, FL, US
Mark Burns
Product Manager
Boston, MA, US
Julia Elliott
Manager of Client Services
Nashville, TN, US
Michael Espenlaub
Managing Partner and Co-Founder
Smyrna, GA, US
Sasha Ballen
Chief Information Officer
Philadelphia, PA, US
Richard Cade
Director, TPA Operations
Atlanta, GA, US
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