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Christina Doss, AAMS | Managing Director, Saltmarsh Financial Advisors
(800) 477-7458 • www.saltmarshfa.com
Christina Doss is the managing director for Saltmarsh Financial Advisors, LLC, an affiliate of Saltmarsh, Cleaveland & Gund. She works directly with clients on wealth management and financial planning needs while also playing a significant role in the firm’s strategic planning and business development efforts. She has more than 22 years of experience in financial services.
Prior to joining Saltmarsh, Christina rose through the ranks with Charles Schwab as a broker, manager and sales director, taking on key leadership roles in advice development and financial planning. She also served as the enterprise leader and senior director for Schwab’s west coast private client division where she led a team of over 100 portfolio managers and was responsible for $8 billion in client assets.
She subsequently moved to SunTrust Bank as the regional managing director for North Florida’s private wealth management division and was appointed as city president for Pensacola. She served in this role until 2013, when she joined Saltmarsh Financial Advisors, a fee-only advisory firm which focuses on Nobel Prize recognized research to provide conflict-free advice to their clients.
Christina holds a B.S. degree in management from Golden Gate University and an AAMS® designation from the College for Financial Planning. This past year, Christina was selected to participate in Leadership Florida’s thirty-fourth class. The ten-month program connects a group of 55 diverse community leaders from across the state of Florida to facilitate issues-oriented education and leadership discussions on challenges and opportunities critical to Florida.
She is also a graduate of the Carter Center Leadership Forum Executive Learning Program in Atlanta and Leadership Jacksonville-New Leadership Summit Executive Program. She is active in Pensacola and the NWFL community having currently or previously served on the boards of Florida’s Great Northwest, Covenant Hospice, Pensacola Symphony and Pensacola Opera.
Websites
www.saltmarshfa.com
www.saltmarshcpa.com
Social Media Links
Dr. Sherry Hartnett – Owner/Principal Consultant
Hartnett Marketing Solutions
Director, Executive Mentor Program / Clinical Assistant Professor of Business
University of West Florida
sherry@hartnettsolutions.com
www.hartnettsolutions.com
Dr. Sherry Hartnett
A marketing and leadership consultant, professor, and executive mentor, Dr. Sherry Hartnett finds personal satisfaction in assisting individuals, teams, and organizations in achieving solutions that benefit both the employee and the organization. Dr. Hartnett was born in Alexandria, VA and raised in the Washington, DC area. She holds a Doctorate in Business from Georgia State University, a Master of Science degree from Johns Hopkins University in Management and a Bachelor of Science degree from Towson University in Marketing.
As a senior-level executive for more than 20 years, Dr. Hartnett has led and coached teams in various not-for-profit and for-profit industries. As owner and principal consultant for Hartnett Marketing Solutions, she consults with clients, helping them to think critically and holistically about markets, opportunities and possibilities. Her areas of specialization include Corporate Strategic Planning, Marketing Strategy, Marketing Research and Analytics, Brand Development, Communications, Team & Leadership Development, and Organizational Learning.
Dr. Hartnett has extensive professional experience in the marketing field. Before her academic and consulting work, she was Vice President, Chief Marketing & Development Officer at Baptist Health Care, a highly regarded Northwest Florida healthcare system that was recognized as a Malcolm Baldrige National Quality Award winner and as one of FORTUNE Magazine’s 100 Best Places to Work. Before that, she was a marketing executive at Gannett Co., Inc., one of the world’s largest media companies; The Baltimore Sun; and Faulkner Advertising Associates, a national advertising agency based in Baltimore, MD.
With her marketing teams, Dr. Hartnett has won more than 100 local, regional, national, and international marketing and advertising awards. She received the National Distinguished Marketing Achievement Award, one of the highest honors bestowed by the Newspaper Association of America, and has received numerous awards and recognitions for excellence in innovation and marketing leadership.
Wanting to make a difference in the lives of the next generation, Dr. Hartnett joined academia as a full-time faculty member to help prepare students for successful careers and lives. She is a professor at the University of West Florida (UWF) and has developed and taught the following undergraduate and graduate level courses: Social Media Marketing, Internet Marketing Principles, Leadership and Management Practices, Theories of Leadership, Introduction to Business, and Professional Development. She also developed and now directs an innovative high-impact experiential learning Executive Mentor Program that provides professional development mentoring to graduate and undergraduate students. Dr. Hartnett also created, and is Chairwoman of, the highly successful annual Women in Leadership Conference at UWF.
An active leader in Pensacola’s business, civic and charitable communities, Dr. Hartnett has served on numerous Boards of Directors including Junior Achievement of Northwest Florida and the Rotary Club of Pensacola. Nationally, she is a member of the American Hospital Association’s Society for Healthcare Strategy and Market Development and the American Marketing Association.
Julie Sheppard / Florida Institute for Human and Machine Cognition
General Counsel and Special Assistant to the Director
Institute for Human and Machine Cognition
40 S. Alcaniz Street
Pensacola, Fl 32502
850 202-4400 IHMC
Julie Sheppard joined the staff of IHMC as General Counsel and Special Assistant to the Director in March of 2004. She handles the legal issues, human resource and immigration and educational outreach programs for the Institute. Ms. Sheppard has worked primarily in the higher education environment serving in roles including General Counsel at the University of West Florida, Associate General Counsel at the University of North Florida, and as Labor and Employment Counsel to the former Florida Board of Regents. Julie began her legal career in private practice with the Maine law firm of Bernstein, Shur, Sawyer and Nelson after clerking for Justice Robert C. Cauchon of the Massachusetts Trial courts and she has also served as an Administrative Hearings Officer for the Florida Department of Labor and Employment Security. A native of a small coastal town in New England, she earned her J.D. from Suffolk University Law School in Boston, Massachusetts and her B.A. from the University of Virginia in Charlottesville, Virginia. Julie is admitted to practice law in Maine, Massachusetts and Florida and is Florida Board Certified in Education Law. She is involved in a number of community organizations and has served as President of IMPACT 100 Pensacola Bay Area and is a graduate of Leadership Florida Class XXV. Julie lives in Pensacola with her husband Phillip Turner and her two teenage daughters Marina and Delaney.
