Sandy B. Carlson

Plus aucun poste en cours

Finance

Consumer Services

Profil

Prior to joining Eastover Capital Management, Ms. Carlson experience includes employment with the Tallahassee, Florida CPA frm, Thomas Howell Ferguson P.A., and with Synovus Trust Company in both the Personal Trust Area and the Retirement Plan Services Division.
She holds the Qualifed 401(K) Administrator (QKA) designation by the American Society of Pension Professionals & Actuaries.
Ms. Carlson earned a Bachelor of Science in Finance from Florida State University, she is a Certifed Public Accountant and a Certifed Financial Planner, with memberships in both the American Institute of Certified Public Accountants and the Financial Planning Association.

Anciens postes connus de Sandy B. Carlson

Sociétés	Poste	Fin
Eastover Investment Advisors LLC Eastover Investment Advisors LLC Investment ManagersFinance Eastover Capital combines well-researched equity strategies with investment-grade bond allocations, designed to provide diversified portfolios that minimize risk. The firm’s Equity Strategy invests primarily in large, well-established domestic companies. They search for favorable investment opportunities in companies with strong balance sheets and growing revenues. For clients with fixed income needs, Eastover Capital selects individual bonds to create customized portfolios.	Corporate Officer/Principal	01/08/2013
Allen, Mooney & Barnes Investment Advisors LLC Allen, Mooney & Barnes Investment Advisors LLC Investment ManagersFinance AMB takes two approaches to investing that emphasize prudent strategy and team collaboration to help build an investment plan for their clients. The firm’s equity and fixed-income portfolio construction processes are based on a combined top-down and bottom-up selection process, utilizing research from investment partners while stressing team collaboration regarding market movements and fiscal issues. Their Portfolio Management Committee (PMC), which is comprised of a portfolio manager/analyst and representatives of their Sales and Compliance Departments, selects specific investments for client accounts through a combination of fundamental and technical methods of analysis.	Corporate Officer/Principal	01/08/2009
Synovus Trust Co. NA (Investment Management) Synovus Trust Co. NA (Investment Management) Investment ManagersFinance STC-IM primarily offers three investment advisory strategies, Equity, Fixed Income and the innovatETF Strategies® that span multiple investment styles and are designed to serve multiple investor objectives, with active management. Within each of these three major investment strategies, the firm offers various strategy subcategories to focus on different investment objectives, benchmarks and risk attributes. Strategies are managed by the Investment Policy Committee using a team approach. The goal of the investment processes is to deliver competitive returns versus the appropriate benchmarks for each investment strategy over market cycles.	Corporate Officer/Principal	-
Tallahassee Democrat, Inc. Tallahassee Democrat, Inc. Publishing: NewspapersConsumer Services Publishes a local newspaper	Corporate Officer/Principal	-

Voir l'expérience en détail de Sandy B. Carlson

Formation de Sandy B. Carlson

Expériences
Fonctions occupées

Actives

Inactives

Sociétés cotées

Entreprise privées

Voir l'expérience en détail de Sandy B. Carlson

Relations

Relations au 1er degré

Entreprises liées au 1er degré

Homme

Femme

Administrateurs

Exécutifs

Voir le réseau personnel

Sociétés liées

Entreprise privées	5
Synovus Trust Co. NA (Investment Management) Synovus Trust Co. NA (Investment Management) Investment ManagersFinance STC-IM primarily offers three investment advisory strategies, Equity, Fixed Income and the innovatETF Strategies® that span multiple investment styles and are designed to serve multiple investor objectives, with active management. Within each of these three major investment strategies, the firm offers various strategy subcategories to focus on different investment objectives, benchmarks and risk attributes. Strategies are managed by the Investment Policy Committee using a team approach. The goal of the investment processes is to deliver competitive returns versus the appropriate benchmarks for each investment strategy over market cycles.	Finance
Allen, Mooney & Barnes Investment Advisors LLC Allen, Mooney & Barnes Investment Advisors LLC Investment ManagersFinance AMB takes two approaches to investing that emphasize prudent strategy and team collaboration to help build an investment plan for their clients. The firm’s equity and fixed-income portfolio construction processes are based on a combined top-down and bottom-up selection process, utilizing research from investment partners while stressing team collaboration regarding market movements and fiscal issues. Their Portfolio Management Committee (PMC), which is comprised of a portfolio manager/analyst and representatives of their Sales and Compliance Departments, selects specific investments for client accounts through a combination of fundamental and technical methods of analysis.	Finance
Eastover Investment Advisors LLC Eastover Investment Advisors LLC Investment ManagersFinance Eastover Capital combines well-researched equity strategies with investment-grade bond allocations, designed to provide diversified portfolios that minimize risk. The firm’s Equity Strategy invests primarily in large, well-established domestic companies. They search for favorable investment opportunities in companies with strong balance sheets and growing revenues. For clients with fixed income needs, Eastover Capital selects individual bonds to create customized portfolios.	Finance
Florida State University Florida State University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Tallahassee Democrat, Inc. Tallahassee Democrat, Inc. Publishing: NewspapersConsumer Services Publishes a local newspaper	Consumer Services