Jim Woods Email & Phone Number
Sales Consultant @ Veracity Benefits, LLC
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Jim Woods Location
- Atlanta, GA, US
Jim Woods Work
- 2024 -now Sales Consultant @
- 2008 -2022 Managing Partner-Portfolio Manager @
- 2008 -2022 Portfolio Manager @
- 1990 -2008 Senior Vice President @
- 1987 -1990 Account Executive @
- 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 Consultant at Veracity Benefits, LLC. Jim Woods brings experience from previous roles at Southport Capital, Oppenheimer & Co. and Robinson-Humphrey. 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 1 emails and 1 mobile phone numbers on RocketReach.
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Top Veracity Benefits, LLC Employees
Bryan Thiel
Senior Director, Data Platforms, Analytics and AI
Leander, TX, US
Neill Harrington
Sales Director, Indiana
Indianapolis, IN, US
Amanda Mishur
Chief Operating Officer - Veracity Onsite
Tampa, FL, US
Lisa Williams
Human Resources Manager
Atlanta, GA, US
Adam Stichter
Benefits Consultant
Milford Charter Township, MI, US
Matt Voykovic
Manager of Sales Support
Atlanta, GA, US
Emily Coito
Care Manager
New Tazewell, TN, US
Michael Espenlaub
Principal
Smyrna, GA, US
Erick Moreira
Financial Controller
Atlanta, GA, US
Shawn Monahan
Benefits Consultant
Atlanta, GA, US
Sarah Zelaya
Lead Patient Care Representative
Canton, GA, US
Justin Vertino
Reporting Business Analyst
Florida, United States
Timothy Hyde
Subject Matter Expert
Little Rock, AR, US
Griff Beaty
Sales Consultant
Thomasville, GA, US
Nicholas Ortiz
Sales Consultant
Hartford, CT, US
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