Bruce Starks is Faculty Director, Senior Instructor and Curriculum Developer at Greene Consulting Associates and is Founder and Lead Instructor in the Starks CFP® Examination Review in Atlanta.
Manager of Learning Programs
- Greene Consulting Associates, LLC
Lead the firm's national instructor-led online CFP® Certification program offered through select University partners; develop and maintain CFP(R) Certification program and corporate financial training content; and conduct inclass Trust & Estate Bootcamps for Ultra-High Net Worth Wealth Managers.
The Starks BootCamp(SM) for the CFP® Exam
- Founder and Managing Director
Limited Class Sizes. Unlimited Results(SM)
Home of the real 84% long term average pass rate.
Live instructor-led or virtual classroom
- Adjunct Instructor, Financial Planner Program
Senior serving member of the instruction team. Experience includes instruction in all Board Certified curricula including Fundamentals, Risk Management, Income Tax, Investments, Retirement Planning, and Estate Planning. Consistent high marks for individual student attention and Socratic teaching style. Shephering development of the Capstone Course.
Wachovia Bank/Wells Fargo
- Senior Vice President, Senior Regional Trust Manager
Led a team of 30 with $4B under management. Achieved new business and compliance excellence in a turnaround environment.
Ga Bar Association
- Annual Trust and Estate Planning Convention
Co-presented and co-wrote "The New Georgia UniTrust Code and Total Return Investing, A Match Made in Heaven" as part of three day continuing education event.
- Private Bank Sr. Financial Planner
Comprehensive financial planning analysis and solutions to individual, family, and business customers of the Private Bank. Personal ethic for understanding client needs and developing team based solutions became the 'gold standard'.
Principal Financial Group
- Financial Planner
Comprehensive Financial Planning and Solution Implementation, Series 7, Series 66, VA/VUL, Life Insurance licenses.
SDS International, Inc.
- Chief Financial Officer
Co-founder of this international satellite telecomm firm in 1989. Recognized as one of Atlanta’s fastest growing companies by AJC Business Chronicle in 1991. Featured on network television series “Success Stories”. Personally responsible for developing Latin American markets. Began as CFO which led to VP Sales then CEO.
- Chief Financial Officer
U.K. based manufacturer of electrochemical safety monitoring systems.
Construction Materials, Inc.
- Controller/Qualified Plan Administrator
Regional manufacturer and distributor of transportation related engineered products.
- Senior Accountant
Provider of ocean going support vessels for research, military, and commercial clients.