ELITE ADVISOR COACH
Sharla Hamil has been one of CEG Worldwide’s professional coaches since the launch of its coaching programs in 2003. She is also CEG Worldwide’s director of coaching, coordinating the activities of our coaches. She is a recognized authority on program development, training and marketing of asset management programs.
Her experience includes serving as vice president of asset management in the ING Advisor Network, the holding company for the firm’s independent broker-dealers, and president of IFG Advisory Services. Hamil was responsible for determining the direction of the asset management area of all ING broker-dealers and developing a single asset management platform for the broker-dealers. Assets grew from $2.2 billion to more than $7 billion during her tenure.
Before joining ING, Hamil was the director of advisory services and vice president of Financial Service Corporation, and president of Keogler Investment Advisory. She was responsible for the management of the advisory services department, the design of services and training programs, and the marketing of the company’s services. Under her leadership, assets under management grew from $500 million in 1995 to $5 billion in 1999.
Hamil also spent 11 years with Associated Financial Planners Inc., a registered investment advisor of an Atlanta-based broker-dealer, in the areas of asset management, portfolio management and financial planning. During the period that she was vice president, she created, managed and marketed the GOALS program and all the other asset management programs offered by AFP. She was also responsible for training, operations and the supervision of more than 100 registered representatives, as well as for and compliance by AFP.
Hamil holds a BBA in finance from Texas Tech University. She was a Certified Investment Management Consultant, a Certified Investment Management Analyst, a Registered Representative and a General Securities Principal. Hamil previously served on the board of directors of the Institute for Investment Management Consultants, including one year as secretary of the board. She also served on the board of directors for the Investment Management Consultants Association. Previously she was on the Investment and Advisory Products Council for the Financial Planning Association.