Queensborough National Bank and Trust Company

IQ University

Financial Literacy

We want to help you make better financial decisions.

Queensborough offers an educational program to leading businesses in our service areas,
as a courtesy to help your employees become more productive and financially savvy.
We appreciate the opportunity to serve you.

IQ UNIVERSITY

Queensborough’s iQ University (iQU) is helping to build the foundation for a thriving community through financial literacy. The goal is to empower individuals with the knowledge and tools to improve their financial health.

The program is made up of courses that can be tailored to meet the needs of companies, churches, families, organizations and individuals. This service is offered at no charge and there is no obligation for employees or members to bank with Queensborough National Bank. The program is part of Queensborough’s commitment to strengthen financial stability of the communities that it serves.

Dagan Sharpe

Head of Wealth
P: (706) 284 6026
F: (706) 868 9974
Email Dagan
NMLS#: 1204531

7 George C. Wilson Ct.
Augusta, GA 30909

Dagan leads Queensborough Wealth Management, which includes the investment, trust, insurance & financial literacy teams. Dagan has 25 years experience in the financial industry, most of which in leadership roles. He previously held the position of National Director for Wells Fargo’s High Net Worth Partnership, was the Greater Georgia Region Director at Wells Fargo, the Augusta-Aiken region retail leader at Wachovia, and began his career as a wealth advisor at Merrill Lynch.

Dagan serves on the board of directors at Golden Harvest Food Bank, and is a graduate of the University of Georgia with a bachelor’s in Public Relations. He is the author of several books, is a licensed US Coast Guard Master Boat Captain, a PADI Rescue Scuba Diver, enjoys motorcycling, jogging, and completed the Augusta Half Iron Man. Dagan and his wife, Jennifer, live in Augusta, Georgia and have two children currently in college.

Course Outline

All

We care about your financial health

Queensborough cares about your financial health and wants to help you monitor your expenses and manage your money. Below are resources that can help you better understand how to budget your finances while avoiding overdraft fees. If you have any questions about the information offered here, please contact your local branch to set up a time to talk to a Q banker in your area.

SAVING STRATEGIES

This tool offers recommendations that are designed to help you establish and grow your personal savings.

IMPROVE YOUR CREDIT SCORE

Six ways to improve your credit score. Don't let a poor credit score stand in your way of owning a home or achieving your dreams.

USEFUL REFERENCES

These helpful books and web sites can further help you with effective money management.

Call us today to inquire about our
complimentary educational program

(706) 798-2424

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