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Explore Global Atlantic Consulting workshops and services

Global Atlantic Consulting specializes in the development of programs that are designed to address the industry’s unique challenges and opportunities. All our programs are based on customized research and uncommon intellectual capital that focus on core strategies for success. All programs are customizable and available online or in-person.

Browse the workshops offered by Global Atlantic Consulting and discover the insights you need to elevate your business.

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Meet the team

With more than 70 years of combined experience in sales and practice management, our consultants are some of the most experienced content creators and presenters in the industry. Our goal is to help the financial professional community rise and thrive every day in their businesses!

Jeannie Underwood-Kotner

Senior VP,
Head of Global Atlantic Consulting

Kirk L. Bowman

Vice President,
Global Atlantic Consulting

Patrick Scanlon

Vice President,
Global Atlantic Consulting

Bill Sweeney

Program Director,
Global Atlantic Consulting