Sally Shelton's Location
Atlanta, GA, US
Sally Shelton's Work
- Relationship Manager @ Oxford Financial Group, Ltd.
- Senior Planner @ Compass Wealth Management
- Client Service Director @ Compass Wealth Management
- Investment Associate @ J.P. Morgan
- Branch Techonology Liason @ New York Fitness
- Registered Client Service Associate @ New York Fitness
- Intern @ New York Fitness
- Senior Analyst @ GSU Portfolio Management Team
- International Business Development Intern @ Groveland Financial Services Limited
Sally Shelton's Education
- Georgia State University - J. Mack Robinson College of Business
Bachelor of Business Administration (BBA) (Finance)
2013 - 2015 - Georgia State University - J. Mack Robinson College of Business
Bachelor of Business Administration (B.B.A.) (Accounting)
2013 - 2015 - Emory University
Emory Financial Planning Certificate Program (Financial Planning)
2016 - 2017
Sally Shelton's Skills
- Strategic Financial Planning
- Proficient in Microsoft Office
- Future Trends
- Personal Finance
- Business
- Investments
- Insurance
- Financial Analysis
- Preparation
- Asset
Sally Shelton's Summary
Sally Shelton, based in Atlanta, GA, US, is currently a Relationship Manager at Oxford Financial Group, Ltd., bringing experience from previous roles at Compass Wealth Management, J.P. Morgan and UBS. Sally Shelton holds a 2013 - 2015 Bachelor of Business Administration (BBA) in Finance @ Georgia State University - J. Mack Robinson College of Business. With a robust skill set that includes Strategic Financial Planning, Proficient in Microsoft Office, Future Trends, Personal Finance, Business and more, Sally Shelton contributes valuable insights to the industry. Sally Shelton has 2 emails on RocketReach.
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