Jim Woods
Sales Consultant at Veracity Benefits-Self funded services, Pharmacy benefit management, Stop Loss, On Site Clinics, Care Navigation, Pre Certification services, & Clinical Management
- Role
- Sales Consultant at Oneveracity
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
About Jim Woods
I work with and through health insurance brokers to help self funded employers save money on their medical and pharmacy spend without sacrificing quality of care.
Experience
Sales Consultant
May 2024 — Present · Atlanta, GA, US
Education
Georgia Institute of Technology
Batchelor of Science, Industrial Management
1973 — 1977
Skills
- Retirement Planning
- Business Strategy
- Manager Selection
- Hedge Funds
- 401k
- Wealth Accumulation
- Investment Advisory
- Multi-Generational Wealth Transfer
- Team Building
- Investment Advisory Services
- Etfs
- Wealth Preservation Planning
- Wealth Management
- Plan Compliance
- Retirement
- Bonds
- Strategic Financial Planning
- Financial Planning
- Investment Selection
- Asset Management
- 5500s
- Tactical Asset Allocation
- Portfolio Management
- Safe Harbor
- Investments
- Plan Conversions
- Separately Managed Accounts
- Finance
- Private Equity
- Intergenerational Wealth Transfer
- Financial Analysis
- Wealth Management Services
- Wealth Accumulation Strategies
- Valuation
- Asset Allocation
- Mutual Funds
- Risk Management
- High Net Worth Individuals
- Money Management
- Investment Policy
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