Shari Martin
President and CEO, Cobb Community Foundation
- Role
- President and CEO at Cobb Community Foundation
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Shari Martin
Applying 30 years of wealth management experience building relationships and helping…
Experience
President and CEO
Aug 2019 — Present · Atlanta, GA, US
Education
Furman University
Bachelor of Arts (B.A.), Economics
1983 — 1986
Skills
- Alternative Investments
- Inheritance Tax Planning
- Wealth
- Charitable Gift Planning
- Asset Management
- Asset Managment
- Financial Planning
- High Net Worth Individuals
- Portfolio Management
- Wealth Management Services
- Trust Services
- Financial Advisory
- Trusts
- Investments
- Leadership
- Wealth Management
- Investment Advisory
- Charitable Trusts
- Estate Planning
- Asset Allocation
- Strategic Financial Planning
- Investment Management
- Management
- Finance
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