Jan Rosen and Jim Cook/National Financial Services Group
Jan Rosen is Executive Vice President of National Financial Services Group, a leading comprehensive financial services firm in the Southeast. He is responsible for recruiting, training and mentoring a team of financial professionals in the Atlanta office. Jan has over 15 years of experience in the industry and prior to joining NFSG he served as Managing Sales Director for MetLife in the Ft. Lauderdale and Atlanta markets.
Jim Cook is CEO of National Financial Services Group. The firm traces its roots back to 1896, the year that National Life Insurance Company opened an agency in Atlanta. Under Cook’s 12 year leadership, the firm has expanded into one of the premier financial services companies in the Southeast with over 100 financial professionals and offices in Georgia, Florida and Tennessee. NFSG has been the recipient of numerous GAMA International Awards, which recognize exceptional agencies and firm leaders around the world.
Jan and Jim are Registered Representatives and Jim is an Investment Adviser Representative of Equity Services, Inc. Securities and Investment advisory services are offered solely by Equity Services, Inc., Member FINRA/SIPC, 1050 Crown Pointe Parkway, Suite 1000, Atlanta, GA 30338, 770-512-5100. National Financial Services Group, and all other entities, are independent of Equity Services, Inc. TC71859(0113)
Laurie Bacopoulos/Cobblestone Consulting
Laurie Bacopoulos is president and founder of Cobblestone Consulting, Inc. one of Atlanta’s highly respected, technology consultancies. Cobblestone celebrated 11 years of Business Excellence in 2011.
Laurie brings 2 decades of experience working with Fortune 500 companies and has proven expertise building technology solutions to real business needs. Her portfolio of technology-centric consulting experience and solutions includes implementing enterprise-wide Intranets and Portfolio Management systems that transform organizations toward new processes and improved information and decision making systems to support “Smart Business.” In June 2010, Cobblestone Consulting launched itsfirst product; “Smart Business in a Box©”, a SaaS solution that offers robust Intranet solutions that emphasizes operational efficiencies and project management.
Laurie is very actively involved in volunteerism with a mantra of “giving back”. She currently serves as President of the Association for Strategic Planners for the Atlanta Chapter, the only not-for-profit professional association dedicated to advancing thought and practice in strategy development and deployment for business, non-profit and government organizations. Additionally, she is very active with Georgia Women’s Business in their Mentor Protégé Program.
Laurie is very passionate about and an avid competitor on the endurance horse racing circuit. In 2007, she joined the AERC (American Endurance Ride Conference) to compete in the Southeast with her horse Dublin.