
Timeline
About me
Family Office Executive
Education

Unc kenan-flagler business school
2019 - 2021Master of business administration - mba
The westminster schools
1981 - 1994
University of north carolina at chapel hill
1994 - 1998Bachelor of arts (b.a.) exercise and sport science
Experience

Campus crusade for christ
Jul 1998 - Aug 2002Campus staff
Columbus bank & trust company
Sept 2002 - Dec 2003Assistant branch manager
The family office at synovus
Jan 2004 - nowPresident and CEO
Jan 2014 - nowManaging Director
Jan 2014 - Feb 2022Senior Family Office Advisor
Jan 2004 - Jan 2014
Licenses & Certifications

Certified financial planner
Cfp board
Certified trust and financial advisor
American bankers association
Chartered financial consultant
The american college of financial services
Honors & Awards
- Awarded to Katherine DunlevieOutstanding CEO Family Wealth Report May 2022
- Awarded to Katherine DunlevieJames H. Blanchard Leadership Award Synovus
- Awarded to Katherine DunlevieTop 40 Under 40 Georgia Trend Magazine
Volunteer Experience
Board Member
Issued by Atlanta Estate Planning Council
Associated with Katherine DunlevieColumbus, GA Board Member
Issued by Young Life
Associated with Katherine DunlevieNext Generation Board of Advisors
Issued by UNC Kenan-Flagler Business School on Jun 2021
Associated with Katherine DunlevieExercise and Sport Science Board of Advisors
Issued by University of North Carolina at Chapel Hill on Sept 2019
Associated with Katherine DunlevieMember, Board of Visitors
Issued by University of North Carolina at Chapel Hill on Jul 2015
Associated with Katherine Dunlevie
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