Todd Burkhalter Email & Phone Number
Chief Executive Officer @ Drive Planning
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Todd Burkhalter Location
- Alpharetta, GA, US
Todd Burkhalter Work
- 2014 -now Chief Executive Officer @
- 2014 -now Consultant @
- 2012 -now Contributing Author @ Financial Planning Magazine
- 2013 -now Expert Witness Panel - Financial Services @
- 2014 -2015 Consultant @ DDS Financial
- 1997 -2013 Managing Partner @
Todd Burkhalter Education
- Leadership Johns Creek 2012 2011-2012
- New York University
Financial Planning (Financial Planning)
2011-2012 - Valdosta State University
BS (Business/Economics)
1993-1995 - Abraham Baldwin College
Associates (Business)
1990-1993 - Redan High School
Activities and societies: Fellowship of Christian Athletes (Baseball Team)
Todd Burkhalter Skills
- Fundraising
- Retirement Planning
- Organizational Leadership
- Wealth Management
- Strategic Financial Planning
- Insurance
- Loans
- 401k
- Estate Planning
- Employee Benefits
- Financial Services
- Fixed Annuities
- Life Insurance
- Securities
- Disability Insurance
- Mutual Funds
- Social Media
- Long-term Care
- Sales Presentations
- Investment Advisory
- Website Development
- Web Marketing
- Presenter
- Dentists
- Corporate Branding
- Fsi
- Rights
- Physicians
- IRAs
- Office Management
- Executive Coaching
- Corporate Communications
- Series 6
- Rollovers
- Roth IRA
- Variable Products
- Sales Management
- Asking Questions
- Presentation Design
- Long Term Care
- Flexible Workspace
- Social Media Marketing
- Long Term Care Insurance
- Personal Finance
- Coaching
- Marketing Communications
- Term Life Insurance
- Client Presentation
- Doctor Practices
- Commercial Real Estate
- Written and Oral Presentation Skills
- CRM
- Closing Business
- Dentistry
Todd Burkhalter Summary
- Todd Burkhalter, based in Alpharetta, GA, US, is currently a Chief Executive Officer at Drive Planning. Todd Burkhalter brings experience from previous roles at Drive Planning, Financial Planning Magazine, Thomson Reuters and DDS Financial. Todd Burkhalter holds a 2011 - 2012 Leadership Johns Creek 2012. With a robust skill set that includes Fundraising, Retirement Planning, Organizational Leadership, Wealth Management, Strategic Financial Planning and more. Todd Burkhalter has 1 emails and 2 mobile phone numbers on RocketReach.
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