Roderick Reed
CEO & Founder at Projectcrowd
Based in Atlanta, United States
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Seniority
C-Team
Department
General Business & Management
Location
Atlanta
Industry
Financial Services
Company size
1 to 10
Contact information
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r•••••••@projectcrowd.co
Phone
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Background
About Roderick Reed
I’ve been in the financial field for over 17 years, and formerly held Series 7, 63, and a 66 Registered Investment Adviser designations. I managed over 500 clients and more than 300 million in assets. My clients consisted of executives from fortune 500 companies. I assisted in the education and exercising of their Employee Stock Purchase Plans. •Work with clients to help them understand the Equity Compensation Plans (stock options; restricted stock; ESPP). •Skilled at making effective sales presentations, often involving technical product details. Have regularly exceeded sales goals. •Excellent oral communication and interpersonal skills with decision makers and high net-worth individuals. •Provide investment advice through knowledge of investment products and services. I am licensed to sell insurance and securities in the state of Mississippi. I am a registered representative and offering investment advisory services and financial planning.
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