Floyd Green Jr, CFA, CPA

Co-Founder of File501c3, LLC

Floyd has spent 18 years in the financial services industry. His experience has been as a banking regulator, accountant, investor and financial advisor. He started a financial services business in 2002 serving small businesses with accounting and financial management consulting needs. 

Professional designation & education

• Chartered Financial Analyst
• MBA Emory University
• Certified Public Accountant
• Certified Management Accountant
• Series 66 Completed Registered Investment Adviser
• BA, Accounting / Economics, Tougaloo College

Areas of expertise

• Taxation - Individual, Profit & Non-Profit Corporations
• Financial Audits
• Accounting
• Business Consultation

Priti Desai
Co-Founder of File501c3, LLC. 

Priti has over 15years experience in financial services industry.  She has worked in asset management, investment planning and financial planning & analysis for large and small companies. 

Professional designation & education

• Masters in Finance, Georgia State Univeristy
• BA in Finance/Accounting, Georgia State University
• Series 65

 Areas of expertise