Ferris, Baker Watts, Inc.
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Ferris, Baker Watts, Inc. Employees
Fifth Third Bank February 2015 - August 2015
AT&T November 2012 - January 2015
Byard Insurance and Financial Services May 2011 - June 2012
Western Southern Financial Group April 2008 - May 2011
Ferris Baker Watts, Inc September 2007 - December 2007
Skills
Life Insurance, Disability Insurance, Sales Process, Communication, Public Speaking, Cold Calling, Appointment Scheduling, Coordinating Events, Event Planning, Insurance, Direct Sales, Customer Service, Critical Illness, Sales
Education
Marshall University 2003 — 2007
Bachelor of Arts, Communication Studies
Spring Valley High School 1999 — 2002
Lockheed Martin Investment Management Company January 2012 - Present
Profit Investment Management July 2010 - January 2012
JPMorgan Chase January 2008 - July 2010
Scientech Personnel, Inc. May 2006 - January 2008
SunTrust Bank September 2003 - July 2007
Ferris, Baker Watts, Inc. December 2006 - May 2007
Skills
Investments, Banking, Investment Banking, Mutual Funds, Finance, Internal Controls, Customer Service, Financial Analysis, Financial Modeling, Valuation, Project Management, Process Improvement, Technical Support, Presentations, Business Strategy, Business Development, Team Leadership, Derivatives, Financial Services, Asset Management, Management, Bloomberg, Risk Management
Education
Georgetown University 2011 — 2014
Masters, Business Administration
Towson University
Bachelor of Science, Business Administration; Finance Concentration
Grant Thornton LLP January 2013 - Present
Deloitte Consulting May 2010 - January 2013
Cambridge Associates September 2009 - May 2010
Ferris, Baker Watts, Inc May 2008 - August 2008
Skills
Financial Modeling, Program Management, Financial Analysis, Microsoft Office, Requirements Analysis, Strategic Planning, Healthcare Information..., Resource Management, Investment Strategies, Tableau
Education
Kenan-Flagler Business School 2013 — 2015
Master of Business Administration (MBA)
University of Miami 2005 — 2009
BBA, Finance and Marketing
Wunderlich Securities August 2008 - Present
Ferris, Baker Watts, Inc. April 2003 - June 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Budgets, Series 63, Series 7, Series 24
Education
Loyola College in Maryland 2000 — 2003
Bachelor of Business Administration (BBA), Finance & Economics
Delaware Shareholder Services September 2010 - Present
Write Assistance April 2012 - Present
Wells Fargo Advisors, LLC 2008 - August 2010
Martin & Lunger, PC April 2006 - July 2008
WSFS Bank April 2004 - April 2006
Ferris, Baker Watts, Inc. October 1988 - April 2004
Skills
Business Planning, Team Building, Investors, Sales Management, New Business Development, Public Speaking, Public Relations, Training, Social Media Marketing, Corporate Finance, Strategic Financial..., Estate Planning, Investor Relations, Investments, Investment Properties, Leadership, Bankruptcy, Legal Issues, Non-profits, Grant Writing, Corporate Communications, Media Relations, Business Writing, Nonprofits, Portfolio Management, Financial Services, Small Business, Wealth Management, Mergers & Acquisitions, Finance, Due Diligence, Private Equity, Courts, Executive Management, Strategy, Securities, Venture Capital, Asset Management, Corporate Law, Banking, Entrepreneurship, Restructuring, Mutual Funds, Corporate Governance, Investment Management, Start-ups, Risk Management, Valuation, Debt Restructuring, Joint Ventures
Education
Marietta College 1974 — 1976
Drama, Speech and English
Winston Churchill High School 1971 — 1974
High School diploma
U.S. Department of Homeland Security August 2010 - Present
Department of Interior Government-wide Acquistion Management Intern Program (GAMIP) June 2008 - August 2010
Department of Health and Human Services January 2010 - June 2010
Department of Homeland Security January 2009 - July 2009
Washington Headquarters Services 2008 - 2009
Ferris Baker Watts Inc September 2006 - June 2008
Better Business Bureau of Greater Maryland January 2008 - May 2008
Skills
Government Contracting, Contract Management, Federal Government, Government Procurement, FAR, Contract Negotiation, Source Selection, Security Clearance, Analysis
Education
Towson University 2004 — 2008
Bachelor of Science, Business Administration with a Concentration in Legal Studies
La Plata High School 2000 — 2004
Diploma
Davenport & Company LLC May 2015 - Present
Perseverance Capital Advisors LLC March 2011 - May 2015
Piper Jaffray June 2008 - December 2010
Ferris, Baker Watts, Inc. August 1996 - June 2008
Skills
Financial Modeling, Financial Analysis, Loans, Due Diligence, Tax-Exempt Debt Issuance, Municipal Bonds, Financial Advisory, Alternative Energy..., Muni Advisory, Retirement Communities, 501c3 Debt Issuance
Education
Virginia Commonwealth University - School of Business 1989 — 1992
Master of Arts (M.A.), Economics
Beloit College 1983 — 1986
Bachelor of Arts (B.A.), International Relations and Economics & Management
RBC Wealth Management June 2008 - Present
Ferris Baker Watts Inc December 2004 - June 2008
Education
University of North Carolina at Wilmington 1996 — 1998
Bachelor of Science (BS), Finance
Misericordia University November 2010 - 2014
Elizabethtown College July 2010 - 2012
Ferris, Baker Watts, Inc. February 1997 - November 2009
Skills
Higher Education, Academic Advising, Student Affairs, Higher Education..., Admissions, Student Development, Adult Education, Academic Administration, Career Counseling, Instructional Design, Program Development, Teaching, Event Planning, University Teaching, Student Counseling, Research, Curriculum Development, Nonprofits, Staff Development, Community Outreach, Distance Learning, Admissions Counseling, eCollege, Student Organizations, Student Activities, Non-profits, CampusVue, Retaining Customers, Graduate Students, Career Development, Datatel, Resume Writing
Education
The Pennsylvania State University 2005 — 2008
Master of Education (M.Ed.), Adult Education
Towson University 2000 — 2003
Master of Arts (MA), Professional Studies
University of Pittsburgh-Johnstown 1993 — 1996
Bachelor of Arts (BA), Communication and Media Studies
Tin Keys Holdings LLC 2011 - Present
Pentax Medical Company, Inc April 2006 - March 2011
BMW of North America, LLC August 2003 - April 2006
UBS January 1998 - January 2003
Ferris, Baker Watts Inc. June 1996 - July 1998
Ferris, Baker and Watts Inc January 1996 - January 1998
Lowe's Home Improvement January 1991 - January 1995
Skills
Sales Management, Contract Negotiation, Marketing, Sales Operations, CRM, Capital Equipment, Sales Process, Customer Service, Sales, Operating Room, Market Development, Account Management, Negotiation, New Business Development, Product Marketing, Surgeons, Product Development, Coaching, Marketing Strategy, Medical Devices, Strategy, Management, Leadership
Education
University of Kentucky 1993 — 1995
Communication and Media Studies
Ashland College 1991 — 1995
Communications
Entech Engineering, Inc. 2014 - Present
Coliseum Construction LLC. June 2013 - January 2014
Bison Drywall, Inc. September 2012 - May 2013
H&R Block 2012 - 2013
Aflac June 2012 - September 2012
L.H. Cranston and Sons, Inc. July 2008 - June 2010
McElveen Home Exteriors, LLC May 2006 - July 2008
Sprint Paranet January 1999 - December 2000
Ferris, Baker Watts, Inc. February 1998 - January 1999
OnSite Technologies 1997 - 1998
Skills
Microsoft Office, Customer Service, Payroll, Microsoft Excel, Process Scheduler, Financial Analysis, System Administration, Real Estate, Accounting, Negotiation, Invoicing, Management, Account Reconciliation, Peachtree, Accounts Receivable, Employee Benefits, Microsoft Word, Finance, Auditing, Tax, Outlook, Budgets, Tax Preparation, Sales, QuickBooks, Purchasing, Payroll Taxes, CPA, Data Entry, Small Business, Credit, Tax Returns, SAP, Insurance, Strategic Financial..., Access
Education
Towson University 2007 — 2014
Accounting and Philosophy
Towson High School 1988 — 1992
Art/Art Studies, General
RBC Wealth Management November 1999 - Present
Ferris, Baker Watts, Inc June 2002 - March 2009
Ferris, Baker Watts, Inc. November 1999 - June 2002
Education
Georgetown University 2006 — 2007
CFP® - CERTIFIED FINANCIAL PLANNER TM, Financial Planning
Center for Fiduciary Studies™ 2012 — 2012
AIF® - Accredited Investment Fiduciary
College for Financial Planning 2009 — 2009
AAMS, Accredited Asset Management Specialist
The George Washington University - School of Business 1998 — 2002
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Marple Newtown HS 1994 — 1998
Wells Fargo Advisors 2007 - Present
Ferris, Baker Watts, Inc. 1999 - 2007
Wheat First, Butcher Singer 1993 - 1999
Skills
Strategic Financial..., Wealth Management
Education
University of Pittsburgh
Bachelor or Arts, Humanities
Emerging Growth Equities June 2015 - Present
Blonder Tongue Laboratories, Inc. May 2015 - Present
Trade River Finance USA, Inc. December 2014 - Present
Hardesty Capital Management September 2013 - Present
Hardesty Capital Management June 2010 - September 2013
Ferris, Baker Watts, Inc. May 1993 - July 2008
Mercantile Safe Deposit and Trust Company 1990 - 1992
Skills
Investments, Equities, Capital Markets, Equity Research, Portfolio Management, Securities, Series 7
Education
Tulane University 1977 — 1981
B.A., Political Science
Lawrenceville School 1974 — 1977
BB&T Scott & Stringfellow June 2013 - Present
Janney Montgomery Scott May 2008 - May 2013
Ferris Baker Watts Inc. 1998 - 2008
Nabisco 1985 - 1995
Skills
Investments, Portfolio Management, Mutual Funds, Series 7, Equities, Strategic Financial..., Fixed Annuities, Retirement, Financial Markets, Bonds, Financial Analysis, 401k, ETFs, Options, Financial Planning, Personal Financial..., Financial Planners
Education
University of Pittsburgh 1981 — 1985
BA, Economics/Finance
St. Francis University 1981 — 1982
Bishop McCort
T. Rowe Price April 2015 - Present
Janney Montgomery Scott LLC January 2014 - April 2015
Janney Montgomery Scott April 2007 - January 2014
Ferris Baker Watts, Inc. October 2005 - April 2007
KPMG October 2002 - October 2005
Legg Mason October 1997 - October 2002
Skills
Asset Managment, Investment Advisory, Institutional Consulting, Alternative Investments, Separately Managed..., ETFs, Management Consulting, Strategic Planning, Change Management, Operations Management, Product Management, Product Development, Product Marketing, Investments, Portfolio Management, Series 7, Mutual Funds, Strategic Financial..., Wealth Management, Asset Allocation, Financial Advisory, Retirement Planning, Relationship Management, Equities, Securities, Fixed Income, Finance, Financial Services, Leadership, Series 63, Asset Management, Executive Management, Investment Strategies, Investment Management, Series 65, FINRA, Trading, 401k, Morningstar, Morningstar Direct, Retirement, Series 24, Uniform Combined State..., Financial Planning
Education
Morgan State University 1992 — 1996
BA, Economics
Saint Joseph's University
Master of Business Administration (MBA), Management
AxiomSL September 2014 - Present
NASDAQ April 2013 - September 2014
Oracle April 2012 - April 2013
Oracle 2010 - November 2012
Hester Company, LLC December 2009 - January 2011
Oracle 2009 - 2010
Ferris, Baker Watts, Inc 2007 - 2009
Friedman, Billings, Ramsey 2003 - 2007
SunGard 2000 - 2003
Deutsche Bank Alex. Brown 1998 - 2000
Skills
Brass, Fidessa, Bloomberg, Mantas, Oracle Financial..., Oracle Financial..., Oracle Financial..., SunGard Trading Systems, Thomson Reuters, Compliance, Trading Systems, Trading, Capital Markets, Consultative Sales..., Workflow Applications, Compliance Management..., Analytical Applications, Business Intelligence, Value Stream Mapping, Strategic Planning, Strategic Roadmaps, Leadership, SaaS, Electronic Trading, Surveillance, Options, Equities, Risk Management, Cloud Computing, Sales Operations, Account Management, Order Management, Project Management, Enterprise Software, Recruiting, Team Building, Business Analysis, Human Resources, Analytics, Sales, Professional Services, Finance, Solution Selling, Market Data, CRM, Strategy, Financial Services, Product Management, Management, Consulting
Education
Loyola University Maryland 2008 — 2011
MBA, Business Administration
Towson University 1995 — 1997
BS, Mass Communications
Catonsville Community College 1993 — 1995
AA, Computer Aided Design Engineer
Wunderlich Securities October 2010 - Present
RBC Wealth Management March 2009 - October 2010
Ferris, Baker Watts, Inc. January 2001 - March 2009
City of Plymouth, Michigan November 1997 - November 2001
Raymond James Financial Inc. September 1999 - February 2001
Roney & Company LLC June 1989 - September 1999
Korn, Womack and Stern- Hamilton Investments 1986 - 1989
Skills
Sorry But due to FINRA, guidelines I CANNOT, Endorse or be Endorsed, on Linked In service, Wealth Management, Securities, Mutual Funds, Retirement Planning, Variable Annuities, Fixed Annuities, Certified Financial..., Diversification, Economics, Stocks, Municipal Bonds, Corporate Notes and..., Investments, Series 7, Finance, Retirement, Financial Services, Estate Planning, Asset Allocation, Financial Planning
Education
College for Financial Planning 1992 — 1994
CFP® Professional Education Program, Certified Financial Planner
Western Michigan University 1982 — 1985
Bachelor of Business Administration, Finance, Economics & General Business
Harrison High School
Dr. Pedro Albuzu Campos Puerto Rican High School August 2015 - Present
Dr. Pedro Albizu Campos Puerto Rican High School July 2015 - Present
Dr. Pedro Albizu Campos Puerto Rican High School August 2010 - Present
Dr. Pedro Albizu Campos Puerto Rican High School August 2006 - August 2010
21st Century Learning July 2005 - May 2006
NYC Department of Education June 2002 - January 2005
American Association of Museums October 2000 - June 2002
Ferris Baker Watts Inc 1997 - 1999
Skills
Curriculum Development, Staff Development, Literacy, Teaching, Educational Technology, Grant Writing, Curriculum Design, Educational Leadership, Non-profits, Education Reform, Fundraising, Public Speaking, Community Outreach, Professional Learning..., Elementary Education, Curriculum Mapping, Teacher Training, K-12, Special Education, Lesson Planning, Nonprofits, Classroom, Tutoring, Differentiated..., Educational Consulting, Program Development, Classroom Management, Instructional Design, Secondary Education, Technology Integration, Higher Education, Grants, Editing, Research, Leadership, Program Evaluation, Volunteer Management, Instructional Technology
Education
Northeastern Illinois University 2010 — 2012
M.A.Ed., Educational Leadership
Illinois College 2007 — 2009
Secondary Education Certification, Latino Education Studies
City University of New York-Herbert H. Lehman College 2002 — 2004
M.S.Ed., Elementary Education
The George Washington University 1994 — 1998
BA, History
PBMares Wealth Management, LLC (formerly Witt Mares Financial Vision) June 2012 - Present
Witt Mares Strategic Advisors, LLC June 2008 - June 2012
Ferris, Baker Watts, Inc. August 2005 - June 2008
MICG Investment Management, LLC January 2003 - July 2005
Anderson & Strudwick, Inc. November 2001 - December 2002
iPipe, Inc. November 2000 - July 2001
Chesapeake Capital Corporation January 1999 - November 2000
Raymond James & Associates July 1997 - December 1998
Trigon Blue Cross Blue Shield February 1995 - January 1997
Wheat, First Securities, Inc. April 1983 - February 1995
Skills
Investment Banking, Equity Capital Markets, Hedge Funds, Fund Of Funds, Alternative Investments, Financial Markets, Wealth Management, Investment Advisory, Asset Allocation, Investment Strategies, Alternative Investment..., Financial Advisory, Series 65, Investments, Mergers & Acquisitions, Asset Management, Capital Markets, Finance
Education
University of Rhode Island
Master of Science, Resource Economics
Virginia Polytechnic Institute and State University
Bachelor of Arts, Economics
TW Perry June 2012 - Present
Merrill Lynch 1997 - 2000
Ferris, Baker Watts, Inc. 1994 - 1997
Skills
Team Building, Sales Management, Strategic Planning, Sales, Customer Service, Sales Operations, Construction, Contract Negotiation, Selling
Education
University of Maryland College Park 1992 — 1993
BS, Counseling
University of Montana 1991 — 1992
psychology
Montgomery College 1990 — 1991
psychology
Ripon College 1989 — 1990
Maret School 1984 — 1989
Johnson Rice & Company September 2012 - Present
Wedbush Securities November 2009 - September 2012
Maxim Group November 2006 - July 2007
Ferris, Baker Watts, Inc November 2004 - May 2006
Morgan Stanley January 2003 - October 2004
Profiles Staffing Service March 2001 - May 2002
Skills
Marketing, Investments, Securities, Equity Research, Equities, Analysis, Finance, Hedge Funds, Investment Banking, Investor Relations, Market Research, Valuation, Mergers & Acquisitions, Financial Modeling, Series 7, IPO, Capital Markets, Strategic Planning, Financial Analysis
Education
The Maryland Institute College of Art
Bachelor of Fine Arts, Fine and Studio Arts
RBC Wealth Management March 2009 - Present
Ferris Baker Watts, Inc. July 2005 - March 2009
Morgan Stanley May 1998 - July 2005
Education
The American College 2001 — 2004
CFP®
Gettysburg College 1986 — 1990
Bachelor's Degree
YMCA of Reading & Berks County March 2014 - Present
YMCA of Reading & Berks County, Tri Valley Branch Leap & Learn Childcare September 2013 - March 2014
YMCA of Reading & Berks County, Tri Valley Branch Leap & Learn Childcare July 2011 - August 2013
YMCA of Reading & Berks County, Tri Valley Branch Leap & Learn Childcare September 2009 - July 2011
Ferris, Baker Watts, Inc. June 1992 - May 1999
Skills
Program Coordination, Training Facilitation, Communication, Presentations, Instruction, Business Administration, Finance, Advanced Office..., Management, Organization, Fundraising, Troubleshooting, Skilled Caregiver, Experience Working with..., Fixed Income, Traders, Investments
Education
Towson University 1989 — 1993
Bachelor of Arts (B.A.), Business Administration, Concentration Finance
The Prosperity Consulting Group, LLC October 2013 - Present
Slaive Federal Savings Bank June 2007 - October 2013
Ferris, Baker Watts, Inc. June 2004 - June 2007
Morgan Stanley May 2001 - June 2004
Skills
Investment Planning, Wealth Management, Estate Planning, Strategic Financial..., Risk Management
Education
McDaniel College 1997 — 2001
Bachelor of Arts (B.A.), Dual Major in Economics and Business Administration
RBC Wealth Management March 2009 - Present
Ferris Baker Watts Inc October 1980 - March 2009
Trust Company of America 2000 - 2006
Ferris Baker Watts Inc 1990 - 2003
Peace Corps January 1974 - January 1979
Peace Corps 1968 - 1971
Skills
Non-profit Board..., Financial Planning, Research, Financial Analysis, Financial Reporting, Investments, Non-profit Leadership, Leadership, Non-profit Volunteering, Mutual Funds, Defined Benefit, 401k, Management, Insurance
Education
West Virginia University
Bachelor of Science (BS), Education
University of Pennsylvania - The Wharton School
Finance, General
Verizon June 2013 - Present
Global Tax and Estate Counsel, LLP June 2013 - November 2013
Pelli Group February 2012 - June 2013
Federal Emergency Management Agency, Department of Homeland Security May 2011 - August 2011
Camelo Y Perez Abogados May 2010 - August 2010
Aga Khan Foundation USA July 2007 - July 2009
FERRIS BAKER WATTS, INC. October 2005 - July 2006
Skills
International Business..., Business Planning, International Trade, Finance, Alternative Dispute..., International Law, Urdu, Hindi, Spanish, Fundraising, Courts, Legal Writing, Research, Legal Research, Legal Compliance, Policy Analysis, Mediation, International..., Financial Analysis, Tax Law, Negotiation, Corporate Law, Contract Law, Business Strategy, Contract Negotiation, Public Speaking, Tax, Accounting, Investments, Analysis, International Relations, Legal Issues, Policy
Education
University of Maryland School of Law 2009 — 2012
Doctor of Law (J.D.), Law
The George Washington University 2003 — 2007
BBA, Finance, International Business
First Allied Securities, Inc. June 2015 - Present
Spire Investment Partners, LLC October 2012 - February 2015
ICMA-RC December 2011 - September 2012
Ferris Baker Watts Inc December 2007 - April 2009
Skills
Proficient in Microsoft..., Financial Services, Equities, Portfolio Management, Asset Management, Mutual Funds, Investments, Financial Analysis, Finance, Banking, Financial Operations, Management
Education
Syracuse University 1980 — 1984
Business Administration, Management and Operations
J.P. Morgan July 2011 - Present
FBR Capital Markets & Co. October 2007 - July 2011
SunTrust Robinson Humphrey January 2007 - October 2007
Janney Montgomery Scott, LLC October 2006 - December 2006
Ferris, Baker Watts, Inc. August 2005 - September 2006
Skills
Financial Modeling, Equity Research, Valuation, Equities, Financial Analysis, Bloomberg, Retail
Education
Tulane University - A.B. Freeman School of Business 2004 — 2005
Master of Finance, Finance, General
Tulane University - A.B. Freeman School of Business 2000 — 2004
Bachelor of Science in Management, Finance, General
Dietz Asset Management July 2013 - Present
Janney Montgomery Scott July 2008 - July 2013
Ferris Baker Watts, Inc June 1995 - July 2008
Skills
Series 7, Investments, Alternative Investments, Equities, Retirement Planning, Securities, Strategic Financial..., Asset Management, Financial Services, Wealth Management..., Risk Management, Credit, Insurance, Life Insurance, Underwriting, Business Analysis, Strategic Planning, New Business Development, Capital Markets, Property & Casualty..., Financial Planning, Management, Mutual Funds
Education
Loyola College in Maryland
Finance
RBC Wealth Management January 1968 - Present
Marshfield Associates March 2006 - June 2008
Ferris, Baker Watts, Inc. January 2006 - 2008
Southern Starr Broadcasting Company June 1987 - September 1996
Education
University of Maryland College Park 1961 — 1966
Bachelor's Degree, Engineering and Business, B.S.-B.A.
Bethesda-Chevy Chase High School
Delta Financial Advisors, Inc. July 2010 - Present
UBS Wealth Management October 2008 - June 2010
Ferris, Baker Watts, Inc. September 2006 - October 2008
1717 Capital Management Company September 2001 - September 2006
Skills
Investments, Portfolio Management, Risk Management, Financial Planning, Retirement Planning, Wealth Management, Insurance, Estate Planning, Inheritance Tax Planning, Charitable Giving, Strategic Financial..., Financial Risk, Finance
Education
Salisbury University - Perdue School of Business 1996 — 2000
BS, Business Management, Finance
Cory Capital Management, LLC October 2013 - Present
Savoy Advisors, LLC September 2013 - Present
Chapin Davis, Inc. March 2010 - Present
Joseph Cory Holdings, LLC. September 2001 - June 2010
Deutsche Banc. Alex Brown, LLC January 2000 - September 2000
Ferris, Baker Watts, Inc May 1995 - January 2000
Gabelli Asset Management June 1989 - April 1995
Skills
Investments, Portfolio Management, Management, Asset Management, Mutual Funds, Financial Modeling, Valuation, Private Equity, Equities, Alternative Investments
Education
New York University - Leonard N. Stern School of Business 1991 — 1993
Loyola University Maryland 1985 — 1989
Tenafly
Marriott International August 2015 - Present
CST Group, CPAs, PC September 2013 - July 2015
Dixon Hughes Goodman LLP January 2012 - August 2013
Holloway and Marvel February 2011 - April 2011
T. Rowe Price June 2007 - August 2010
Ferris, Baker Watts Inc February 2007 - May 2007
Skills
Accounting, Mutual Funds, General Ledger, GAAP, Financial Statements, Financial Accounting, Tax, CCH ProSystem fx, Financial Reporting, Corporate Tax, CPA, Accounts Receivable, Income Tax, Tax Preparation
Education
Salisbury University 2010 — 2011
Second Bachelor's of Science, Accounting
University of Maryland College Park 2003 — 2007
Bachelor of Science, Finance
National Propane Gas Association June 2012 - Present
Human Capital Consultants, LLC April 2012 - May 2012
Aggregate Industries September 2009 - April 2012
Ferris, Baker Watts, Inc January 1993 - March 2009
Ferris, Baker Watts, Inc January 1991 - September 1994
ADP September 1988 - October 1990
Woodward & Lothrop May 1982 - September 1988
Skills
Microsoft Office 2007, ADP Payroll, JD Edwards, Costpoint, Microsoft Office 2010, SAP, Oracle HR, Adobe Professional, Accounts Payable, Payroll, Lotus Notes, Human Resources, Employee Benefits, Training, Office 2010, HRIS, Customer Service, FMLA, Temporary Placement, Talent Management, Management, Microsoft Office, Process Improvement, Leadership
Education
St. Mary's College of Maryland 1981 — 1986
Bachelor of Arts (BA), History
West Nottingham Academy 1980 — 1981
General, High School diploma
Walt Whitman High School 1979 — 1980
Robert W. Baird & Co. July 2007 - Present
Ferris, Baker Watts Inc. 2001 - 2007
Skills
Portfolio Management, Investments, Asset Allocation, Wealth Management, Financial Analysis, Series 7, Bloomberg, Fixed Income, Mutual Funds, Financial Modeling, Investment Advisory, Series 63, Equities, Investment Strategies, Retirement Planning, Asset Management, Finance
Education
University of Arizona
Bachelor of Arts, Economics
RBC Wealth Management March 2009 - June 2015
Ferris, Baker Watts, Inc. June 2004 - March 2009
Ferris, Baker Watts, Inc. April 2002 - May 2004
For Love of Children September 2001 - May 2003
The George Washington University - Office of Property Management and Real Estate August 2000 - August 2001
Education
Free Code Camp 2015 — 2016
Full Stack Web Development, Computer Software Engineering
The George Washington University
BBA, International Business, Psychology
Morgan Stanley Wealth Management July 2008 - Present
Ferris, Baker Watts, Inc. September 2006 - July 2008
Hertzbach July 2005 - September 2006
Skills
Investment Advisory, Personal Financial..., Business Owner Planning, Retirement, Estate Planning, Estate Tax Planning, Long Term Care Insurance, Investment Management, Certified Financial..., Wealth Management, Alternative Investments, Asset Allocation, Mutual Funds, Series 7
Education
The Johns Hopkins University 2001 — 2005
Bachelor of Arts, Economics, Minor in Entrepreneurship & Management
St. James School
M&T Bank September 2008 - April 2015
Ferris Baker Watts, Inc November 2003 - September 2008
Deutsche Bank Alex Brown February 1994 - September 2003
Skills
Fixed Income, Series 7, Series 63, Capital Markets, Bonds, Financial Analysis, Bloomberg, Securities, Mergers & Acquisitions
Education
New York University, Stern School of Business 1984 — 1989
M.B.A., Finance
University of Northern Colorado 1978 — 1982
Bachelor’s Degree, Psychology
Fannie Mae March 2010 - Present
George Washington University October 2008 - March 2010
Ernst & Young February 2007 - September 2008
Freddie Mac May 2006 - August 2006
Ferris, Baker Watts, Inc November 2004 - August 2005
Smith Barney August 2004 - November 2004
Japan Exchange and Teaching Program (JET) August 2003 - August 2004
Embassy of Japan August 2002 - July 2003
Skills
Financial Analysis, SAS, SQL
Education
The George Washington University - School of Business 2005 — 2007
MBA
The George Washington University 2004 — 2007
MBA, Decision Sciences
University of Virginia 1998 — 2002
BA, International Relations
HB Woodlawn 1994 — 1998
AvalonBay Communities March 2015 - Present
AvalonBay Communities March 2014 - February 2015
AvalonBay Communities March 2013 - February 2014
AvalonBay Communities August 2008 - January 2013
Protiviti July 2007 - August 2008
Protiviti Inc. June 2006 - June 2007
Ferris, Baker Watts, Inc. July 2005 - May 2006
Skills
Auditing, Sarbanes-Oxley, Internal Audit, Process Improvement, Risk Analysis, Real Estate, Construction, Real Estate Development, Sarbanes-Oxley Act, Internal Controls, Finance, Enterprise Risk..., Consulting, Due Diligence
Education
Frostburg State University 1999 — 2004
Bachelor's
Stifel Nicolaus July 2008 - Present
Ferris, Baker Watts, Inc. July 2003 - July 2008
Clark Bardes Consulting February 2002 - July 2003
Skills
Securities, Series 7, Equities, FINRA, Investments, Fixed Income, Capital Markets, Series 63, Mutual Funds, Wealth Management, Portfolio Management, Series 24, Financial Services, Investment Advisory, Alternative Investments, Bloomberg
Education
Longwood University 1997 — 2001
Bachelor of Science (BS), Business Administration and Management, General
Janney Montgomery Scott LLC March 2015 - Present
Janney Montgomery Scott March 2012 - February 2015
Janney Montgomery Scott June 2008 - February 2012
Ferris, Baker Watts, Inc. June 2005 - June 2008
Skills
Series 7, Valuation, Equities, Capital Markets, Fixed Income, Financial Analysis, Due Diligence, Financial Modeling, Private Equity, Alternative Investments, Bloomberg, Investments
Education
Cornell University 2001 — 2005
T. Rowe Price November 2013 - Present
Greenspring Associates May 2011 - November 2013
Credit Suisse Securities LLC 2007 - 2009
Ferris, Baker Watts Inc. 2006 - 2007
Legg Mason Inc. 2002 - 2006
Deutsche Bank Alex. Brown Inc 2000 - 2002
Morgan Stanley 1998 - 2000
Alex. Brown and Sons 1995 - 1998
Education
The Johns Hopkins University 1992 — 1995
The Johns Hopkins University
Bachelor of Arts
Gilman School
Gilman School
U.S. Patent and Trademark Office February 2009 - Present
U.S. Court of Federal Claims September 2014 - December 2014
U.S. International Trade Commission January 2014 - April 2014
Johns Hopkins Technology Transfer September 2007 - December 2008
Stryker Endoscopy May 2008 - August 2008
National Institutes of Health May 2006 - May 2008
Ferris, Baker Watts, Inc. January 2008 - April 2008
Johns Hopkins University September 2005 - May 2006
National Institutes of Health May 2005 - August 2005
Howard Hughes Medical Institute May 2004 - May 2005
Education
The George Washington University Law School 2012 — 2015
Doctor of Law (J.D.)
The Johns Hopkins University 2005 — 2009
B.S.
KPMG LLP 1997 - Present
Ferris Baker Watts Inc June 1984 - January 1997
Skills
Structured Finance, Payments, Training, Valuation, Financial Modeling, Due Diligence, Accounting, Financial Analysis, Financial Reporting, Corporate Finance, Risk Management, Auditing, Finance, Tax, SEC filings
Education
American University - Kogod School of Business 1989 — 1993
MBA, Finance
Ohio Wesleyan University 1979 — 1983
BA, Political Science and English Literature
Garrison Forest School 1978 — 1979
Senior Year of High School
Holton Arms School 1971 — 1979
Grade School - High School
Will Drink For Travel January 2014 - Present
USAID May 2011 - Present
US Department of Homeland Security November 2010 - May 2011
Office of the Comptroller of the Currency June 2009 - November 2010
T. Rowe Price June 2006 - April 2009
T. Rowe Price June 2005 - August 2005
Ferris, Baker Watts, Inc. June 2003 - March 2005
Skills
Strategic Thinking
Education
Loyola University Maryland 2008 — 2010
MBA, Management
The George Washington University - School of Business 2002 — 2006
Bachelor of Business Administration, Finance
Roland Park Country School 1995 — 2002
Zynga August 2014 - Present
Columbia Business School September 2012 - May 2014
Red Oak Growth Partners May 2013 - August 2013
Sopris Capital January 2013 - May 2013
Lot18 April 2012 - July 2012
Alvarez & Marsal August 2010 - April 2012
BofA Merrill Lynch June 2008 - June 2010
Ferris, Baker Watts Inc. June 2007 - August 2007
Skills
Financial Modeling, Corporate Finance, Valuation, Investment Banking, Financial Analysis, Analytics, Mergers & Acquisitions, Business Strategy, Strategy, Product Management, Due Diligence, Mobile Games, Business Development, Private Equity, Online Gaming, Gaming, Mobile Technology, Data Analysis, Competitive Analysis, Start-ups, Online Gambling
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA)
The Johns Hopkins University 2004 — 2007
BA, Economics
LogiXML January 2013 - Present
LogiXML January 2011 - December 2012
LogiXML March 2008 - March 2012
Dickstein Shapiro LLP September 2005 - March 2008
Ferris, Baker Watts Inc September 2004 - September 2005
Skills
Enterprise Software, SaaS, Cloud Computing, Business Intelligence, Microsoft SQL Server, Software Development, SQL, Enterprise Architecture, Agile Methodologies, JavaScript, Solution Selling, Professional Services
Education
University of Maryland Baltimore County 2000 — 2003
Bachelor of Science (BS), Computer Engineering
Brunel University London 1996 — 1999
AS, Microelectronics Engineering
Brigham and Women's Hospital May 2013 - Present
Boston University August 2008 - May 2013
Boston Civic Symphony June 2012 - December 2012
NOTION Music, Inc. August 2006 - August 2008
NOTION Music, Inc. 2006 - 2008
Ferris, Baker Watts, Inc. 2005 - 2006
Eastern Music Festival February 2004 - August 2004
Skills
Event Planning, Project Management, Staff Development, Music, Program Management, Grants, Management, Social Media, Marketing, Customer Service
Education
Boston University 2009 — 2011
Arts Administration
University of North Carolina at Greensboro 2000 — 2005
Music Performance
Regional Investment Firm March 2010 - Present
Ferris, Baker Watts, Inc. August 2002 - April 2009
Scott & Stringfellow May 1997 - August 2002
First Citizens Bank and Trust Company, Inc. 1994 - 1997
First Citizens Bank and Trust Company, Inc. 1994 - 1997
First Citizens Bank and Trust Company, Inc. 1994 - 1997
First Virginia Bank 1984 - 1994
Skills
Investments, Financial Analysis, Credit, Credit Analysis, Banking, Risk Management, Loans, Commercial Banking, Commercial Lending, Mortgage Lending, Strategic Planning, Series 7, Business Strategy, Investment Advisory, Asset Allocation, Equities, Alternative Investments, Securities, Retail Banking
Education
Salem College 1980 — 1984
Bachelor's degree, Economics and Economics Management
Arendell Parrott Academy 1968 — 1980
CubeSmart January 2014 - Present
Broadstone Real Estate, LLC. June 2012 - September 2013
Kennedy Capital Management, Inc. June 2008 - May 2012
Ferris, Baker Watts, Inc. March 2004 - June 2008
Skills
Equity Research, Equities, Equity Valuation, Valuation, Financial Modeling, Investments, Bloomberg, Capital Markets, Portfolio Management, Asset Managment, Corporate Finance, Financial Analysis, Investment Strategies, Asset Allocation, Mutual Funds, Alternative Investments, Hedge Funds, Asset Management, Investor Relations
Education
University of Rochester - Simon Business School 1990 — 1992
MBA, Finance, Corporate Accounting
University of Rochester 1982 — 1986
BA, Economics
Pittsford Sutherland H.S. 1979 — 1982
Foresight Financial Planning LLC July 2013 - Present
NestWise September 2012 - July 2013
Veritat Advisors January 2012 - September 2012
Bishop & Associates, Inc. 2007 - 2010
Ferris Baker Watts Inc. 2006 - 2007
ZipRealty 2004 - 2005
Skills
Strategic Financial..., Investments, Wealth Management, Asset Managment, Portfolio Management, Retirement Planning, Financial Planners, Estate Planning, Mutual Funds, Investment Advisory, Asset Allocation, Investment Strategies, Uniform Combined State..., New Business Development, Financial Advisory, Financial Analysis, Personal Financial..., Insurance, Business Development, Financial Planning, Asset Management
Education
Saint Joseph's University - Erivan K. Haub School of Business 2009 — 2010
Masters of Science, Financial Services
University of the District of Columbia 2005 — 2007
B.A., Economics
West Virginia University
KD Clutter Busters January 2006 - Present
KD Clutter Busters January 2006 - Present
Deloitte February 2006 - May 2013
Ferris, Baker Watts, Inc. January 2000 - November 2005
Education
Henry Ford Community College 2003 — 2005
Harry S. Truman 1985 — 1988
General
Taylor Center High 1985 — 1988
General
SunTrust Robinson Humphrey June 2012 - Present
SunTrust Bank October 2008 - June 2012
Ferris, Baker Watts, Inc. September 2006 - June 2008
Mercantile Safe Deposit & Trust January 2005 - September 2006
Skills
Capital Markets, Leasing, Corporate Finance, Investment Banking, Commercial Lending, Syndications, Structured Finance, Portfolio Management, Finance, Originations, Capital Raising, Financial Structuring, Financial Analysis, Risk Management, Financial Modeling
Education
Gettysburg College 1999 — 2003
Gilman School 1995 — 1999
Miles & Stockbridge P.C. November 2014 - Present
Baritz & Colman LLP November 2010 - November 2014
BD/IA Compliance Solutions, LLC January 2013 - September 2014
TD Ameritrade April 2009 - November 2010
Ferris, Baker Watts, Inc. February 2007 - October 2008
Ferris, Baker Watts, Inc. November 2006 - February 2007
Ferris, Baker Watts, Inc. July 2001 - November 2006
Shapiro Sher Guinot & Sandler February 2000 - July 2001
Shapiro Sher Guinot & Sandler September 1993 - January 2000
Court of Appeals of Maryland September 1992 - August 1993
Education
St. John's College 2005 — 2013
Executive Seminars
University of Maryland School of Law 1989 — 1992
JD
University of Maryland College Park 1987 — 1989
University of Richmond 1984 — 1986
Richard Montgomery High School
Anthem, Inc. August 2013 - Present
The Training Associates January 2011 - December 2012
Wachovia, A Wells Fargo Company August 2010 - January 2011
BCS Voice and Data Solutions December 2009 - May 2010
American Funds June 2008 - July 2009
John Hancock Financial Services April 2006 - June 2008
Integrated Business Solutions May 2004 - July 2004
Ferris, Baker Watts, Inc June 2003 - July 2003
Skills
Windows 7, Siebel, Microsoft Office, Instructor-led Training, Series 7, Coaching, Sales Management, Marketing, Investments, Sales, Insurance, OS X, Training, Relationship Management, Salesforce.com, Sales Process, Team Building, Training Delivery, Public Speaking, Fixed Annuities, Call Center, Financial Services, New Business Development, Account Management, Series 63, Mutual Funds, CRM, Customer Service, Workshop Facilitation, Management, Selling, Employee Training, Instructional Design, Mac OS X, PowerPoint, Camtasia, Articulate Studio, Team Leadership, E-Learning, Leadership, Sales Operations, Process Improvement
Education
Old Dominion University 2000 — 2005
BS, Business Administration; Finance
Keele University 2003 — 2003
Finance, General
Randolph-Macon College 1998 — 2000
U.S. Securities and Exchange Commission July 2014 - Present
Office of Naval Research January 2010 - July 2014
Sport & Health June 2010 - April 2011
T. Rowe Price July 2008 - April 2009
Loyola College in Maryland September 2005 - May 2008
TIER Environmental Services June 2007 - August 2007
Ferris, Baker Watts, Inc. September 2006 - December 2006
Skills
Contract Negotiation, Contract Management, Financial Analysis, Accounting, Conflict Resolution, Federal Regulations, Performance Management, Cost Analysis, Program Management, Financial Management, Contract Writing, Competitive Analysis, Selection, Recruitment/Retention, Training & Development, Team Building, Program Coordination, Microsoft Office, Project Planning, Strategic Planning, Government Liaison, Dispute Resolution, Organizational..., Maintaining Business..., Security Clearance, Managerial Finance, Research, Government Procurement, Government, Leadership, Public Speaking, FAR, Nonprofits, Government Contracting, Budgets, Management, Software Documentation, Human Resources, DoD, Policy, Recruiting, Time Management, Military, Acquisitions, DAWIA
Education
The Government Affairs Institute at Georgetown University 2012 — 2014
Graduate Certificate, Legislative Studies
Marymount University 2010 — 2013
Master of Business Administration (MBA)/Master of Arts in HR Management, 3.9
Loyola College in Maryland 2004 — 2008
B.B.A., Management, Spanish, 3.7
Universidad de Alcalá 2007 — 2007
Spanish, Business, 4.0
Coatesville Area High School 2000 — 2004
High School Diploma
OPM
OPM
The Advisory Board Company July 2013 - Present
GW Medical Faculty Associates June 2012 - May 2013
MedStar Washington Hospital Center January 2010 - April 2012
NERA Economic Consulting May 2008 - August 2009
Ferris Baker Watts, Inc. May 2007 - December 2007
Merrill Lynch May 2006 - August 2006
Skills
Healthcare, Healthcare Management, Hospitals, Process Improvement, Project Management, Healthcare Information..., Physician Relations, Teamwork, Team Leadership, Microsoft Excel, Data Analysis, Strategic Planning, Customer Service, Financial Analysis, Healthcare Consulting, Quality Improvement, Performance Improvement
Education
The George Washington University 2010 — 2013
Master, Health Services Administration
The George Washington University 2005 — 2009
BA, Economics
CFG Capital Markets, LLC April 2011 - Present
Havenwood Capital Markets, LLC July 2009 - August 2011
Ferris, Baker Watts, Inc. March 1998 - June 2008
Alex. Brown and Sons, Inc. December 1991 - February 1998
Ferris, Baker Watts, Inc. August 1986 - December 1991
Skills
Fixed Income, Capital Markets, Investments, Strategic Planning, Alternative Investments, Debt
Education
Roanoke College 1979 — 1983
BBA, Business Administration
BMO Capital Markets 2011 - Present
Morgan Keegan 2011 - September 2011
Robert W. Baird & Co. 2004 - 2011
Ferris, Baker Watts, Inc. 2003 - 2004
Skills
Real Estate
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Real Estate
James Madison University 1999 — 2003
BS, Economics, Political Science
Georgetown Preparatory School 1995 — 1999
---------- March 2009 - Present
Ferris, Baker Watts Inc. 2001 - 2009
Skills
Investments, Retirement Planning, Wealth Management, Finance, Series 7, Investment Advisory, Investment Strategies, Series 65, Series 63, Asset Allocation, Insurance, Asset Management, Financial Services, Investment Management, Wealth Accumulation, Wealth Management..., Portfolio Management, Retirement, Mutual Funds, Securities
Education
University of Maryland Baltimore County 1995 — 2000
Bachelor of Arts (BA), Economics
Susquehanna Bank November 2010 - Present
PNC Bank September 2001 - September 2011
Ferris Baker Watts, Inc. June 2000 - August 2001
Education
University of Maryland - Robert H. Smith School of Business 1998 — 2000
MBA, Finance
Vanderbilt University 1991 — 1995
BA, Economics
The SpyGlass Group, LLC. July 2015 - Present
The SpyGlass Group, LLC. January 2014 - Present
DCT Telecom Group, Inc. December 2012 - December 2013
DCT Telecom Group, Inc. December 2010 - December 2012
Skoda Minotti February 2010 - April 2010
Ferris Baker Watts Inc. December 2007 - January 2008
Skills
Cold Calling, Solution Selling, Direct Sales, Sales, Account Management, Cloud Computing, Sales Operations, VoIP, Project Management, Managed Services, Unified Communications, MPLS, SaaS, B2B, Selling, Telecommunications
Education
Miami University 2004 — 2008
BSBA, Finance, General
Rocky River High School 2000 — 2004
HS Diploma
Wunderlich Securities August 2014 - Present
Wunderlich Securities April 2009 - August 2014
Ferris, Baker Watts, Inc August 1988 - March 2009
Maryland Stadium Authority 1994 - 2006
Skills
Public Relations, Alternative Investments, Series 7, Investment Advisory, Market Research, Start-ups, Strategy, Financial Services, Event Management, Investment Strategies, Hedge Funds, Capital Markets, Strategic Planning, FINRA, Fixed Income, Event Planning, Investment Management, Uniform Combined State..., Investments, Financial Advisory, Retirement Planning, Customer Service, Microsoft Excel, Social Media, Equities, Securities, Asset Allocation, Mutual Funds, Marketing, Nonprofits, Insurance, Retirement
Education
University of Massachusetts, Amherst 1974 — 1976
MA, Fine Arts
University of Florida 1970 — 1973
BA, Music
MICROTECH (SOCIAL SECURITY ADMINISTRATION – SSA) September 2010 - Present
MICROTECH (SOCIAL SECURITY ADMINISTRATION – SSA September 2009 - September 2010
Ferris, Baker Watts, Inc. 2004 - June 2009
Prometric Thomson Learning 1996 - 2003
Skills
Business Analysis, Project Management, Virtualization, Risk Management, Disaster Recovery, Active Directory
Education
University of Maryland Baltimore County 1996 — 1999
BS, Information Systems
Morris Hills 1989 — 1992
Independent Consultant 2015 - Present
NeighborWorks Capital 2010 - 2015
Independent Consultant June 2009 - 2010
Ferris, Baker Watts, Inc. 2001 - 2009
Ferris,Baker Watts,Inc 1995 - 2000
Skills
Credit, Finance, Loans, Banking, Financial Analysis, Portfolio Management, Investments, Financial Services, Capital Markets, Financial Modeling, Corporate Finance, Risk Management, Retirement Planning
Education
The Johns Hopkins University - Carey Business School
MS, Business - Finance
The Ohio State University Fisher College of Business
BSBA, Accounting
Wells Fargo Advisors January 2015 - Present
Wells Fargo Advisors 2010 - April 2014
First Clearing Correspondent Services 2008 - 2010
Ferris, Baker Watts, Inc. 1997 - 2008
E*TRADE Financial December 1995 - August 1997
First of Michigan June 1995 - November 1995
Rodman & Renshaw 1989 - 1994
Northern Trust Brokerage April 1987 - April 1989
Wayne Hummer & Co January 1984 - April 1986
Education
University of Illinois Springfield 1981 — 1982
M.A., Child Psychology
Cornell College 1977 — 1981
B.A., Psychology, Philosophy
McHenry Community High School 1973 — 1977
Ferris, Baker Watts, Inc. September 1998 - March 2009
Wheat First Union, formerly Wheat First Securities August 1987 - September 1998
Financial Strategies, Inc. 1981 - 1987
Skills
Retirement Planning, Personal Financial..., Retirement, Estate Planning, Fixed Annuities, Investment Advisory
Education
Notre Dame of Maryland University 1973 — 1975
BA, English
Your Part-Time Controller, LLC February 2010 - Present
Ferris, Baker Watts, Inc. March 2003 - April 2009
Thomas Havey LLP 2001 - 2003
Skills
Financial Analysis, Accounting, Financial Reporting, GAAP
Education
Hood College 2006 — 2008
Master of Business Administration
Virginia Polytechnic Institute and State University - Pamplin College of Business 1997 — 2001
Bachelor of Science, Accounting
RBC Wealth Management February 2009 - Present
Ferris, Baker Watts Inc. May 2000 - February 2009
Education
University of North Carolina at Chapel Hill 1995 — 1999
Bachelor of Science (B.S.), Business Administration and Management, General
The American College
Certified Financial Planner, Finance and Financial Management Services
John Carroll School
RBC Wealth Managment December 2010 - Present
Ferris, Baker Watts, LLC/ RBC Wealth Managment March 2002 - July 2009
Ferris, Baker Watts Inc. April 1993 - March 2002
Ferris, Baker Watts, Inc. November 1991 - April 1993
Ferris, Baker Watts Inc. October 1990 - September 1991
National Bank of Washington July 1989 - September 1990
Education
Lincoln University 1985 — 1989
Bachelor of Arts
ABA Institute of Certified
Marriott International November 2009 - Present
Ferris, Baker Watts, Inc May 2006 - April 2009
Lydian Wealth Management September 2005 - May 2006
Education
University of Maryland - Robert H. Smith School of Business
B.S., Business
Domicile Real Estate Brokerage December 2013 - Present
Aqua Securities January 2013 - December 2013
Height Analytics November 2010 - November 2012
Greenspring Associates July 2009 - November 2010
Compass Point Research and Trading August 2008 - December 2008
FBR February 2004 - June 2008
UBS March 2003 - February 2004
Deutsche Bank June 2000 - September 2002
Ferris Baker Watts, Inc June 1999 - June 2000
B.T. Alex Brown November 1997 - June 1999
Skills
Series 7, Investor Relations, Securities, Trading, Equities, Equity Trading, New Business Development, Alternative Investments, Bloomberg, Investments, Risk Management
Education
The Johns Hopkins University 1994 — 1996
Social Behavioral Science
Boston University 1990 — 1991
Liberal Arts major
Salisbury School 1986 — 1990
Bulk TV & Internet December 2013 - Present
DeVry University May 2011 - Present
Bulk TV & Internet February 2012 - December 2013
RBC Wealth Managment April 2008 - October 2009
Ferris, Baker Watts, Inc. May 2005 - April 2008
Ferris, Baker Watts, Inc. May 2001 - May 2005
Ferris, Baker Watts, Inc. May 1998 - May 2001
Ferris, Baker Watts, Inc. June 1997 - May 1998
Skills
Team Leadership, Networking, Troubleshooting, Cisco Technologies, VoIP, Customer Service, Network Administration, Risk Management, Leadership, SAP, Project Management, Mitel 3300, SIP Trunking, Avaya Site..., Avaya Communication..., Avaya IP Telephony, Satellite TV, Digital TV, RF design, Salesforce Training, Pro:idiom encryption, Integration of off-air..., Telecommunications, Wireless Networking, VPN, Cabling, Computer Hardware, Switches, Integration, Technical Support, Management
Education
DeVry University
BS, Network Communications Management
Sherwood High School
McGladrey January 2007 - Present
Ferris, Baker Watts, Inc. September 2004 - January 2007
Skills
Tax Research, Corporate Tax, Tax Accounting, GAAP, Tax, CPA, Income Tax
Education
American University - Kogod School of Business 2006 — 2008
Masters of Taxation
Lehigh University - College of Business and Economics 2000 — 2004
BS Accounting
NBC Securities, Inc. February 2013 - Present
NBC Securities, Inc. February 2013 - Present
RBC Wealth Management March 2009 - January 2013
Ferris, Baker Watts, Inc. August 2005 - March 2009
Skills
Wealth Management, Investments, Portfolio Management, Budgeting, Fixed Income, Technical Analysis, Financial Planning, Strategic Financial..., Multi-generational..., Trust Management, Institutional Sales, Estate Planning, Money Management, Risk Management
Education
University of Baltimore 1982 — 1985
Master of Science (MS), Finance
Towson University 1979 — 1981
Bachelor of Science (BS), Finance/Marketing
University of Maryland College Park
University of Maryland College Park
CLEARVIEW CORRESPONDENT SERVICES August 2011 - Present
CLEARVIEW CORRESPONDENT SERVICES February 2006 - August 2011
INDUSTRIAL TURNAROUND CORPORATION February 2005 - December 2005
Wachovia Securities June 2004 - February 2005
Ferris Baker Watts, Inc September 2000 - June 2004
First Financial Group November 1999 - July 2000
Skills
Banking, Cash Management, Financial Analysis, Credit, ACH, Treasury Management, Investments, Risk Management, Accounting, Microsoft Excel, Financial Reporting, Account Reconciliation
Education
York College
Bachelor of Science, Degree, Business Administration
Harford Community College 1994 — 1996
AS, General Studies
Robert W. Baird & Co. May 2012 - Present
Deloitte & Touche LLP June 2011 - May 2012
Willis 2010 - September 2011
Robert W. Baird & Co. June 2007 - September 2009
Ferris, Baker Watts Inc. May 2006 - June 2007
United States Coast Guard June 2003 - March 2006
Skills
Investments, Analysis, Portfolio Management, Forecasting, Equities, Corporate Finance, Fixed Income, Finance, Insurance, Management, Trading, Leadership, Program Management, Budgets, Financial Risk, Asset Allocation, Financial Modeling, Financial Analysis
Education
Columbia University in the City of New York 2007 — 2010
Bachelor of Arts, Economics
Genesis Select 2014 - Present
ASCENDIANT CAPITAL GROUP 2013 - 2014
Wunderlich Securities Inc. 2008 - 2012
Ferris Baker Watts Inc. 2007 - 2008
Stifel Nicolaus & Co., Inc. 2000 - 2005
Tucker Anthony Capital Markets 1999 - 2000
Hoak Breedlove Wesneski 1998 - 1999
Hanifen Imhoff Inc. 1995 - 1997
George K. Baum & CO. 1992 - 1995
Rauscher Pierce & Refsnes 1991 - 1992
Skills
Capital Markets, Management, Equity Capital Markets, Investment Banking, Private Equity, Asset Management, Financial Modeling
Education
Thunderbird School of Global Management 1976 — 1978
Masters of International Management, International Finance
University of Washington 1969 — 1972
Bachelor of Arts (B.A.), History
Wunderlich Securities October 2014 - Present
Wunderlich Securities June 2010 - July 2012
Ferris, Baker Watts, Inc. December 1999 - June 2008
Skills
Equities, Series 7, Equity Research
Education
Hood College 1987 — 1990
B.S., Law & Society
Bengur Bryan & Co., Inc. January 2014 - Present
Patriot Capital January 2014 - Present
NAFC 2008 - 2015
NAFC 2008 - 2015
NAFC 2008 - 2015
National Capital Companies, LLC July 2009 - January 2014
RBC June 2008 - June 2009
Ferris, Baker Watts, Inc. June 1999 - June 2008
Keystone Partners LLC June 1996 - June 1999
Cap Gemini Ernst & Young June 1993 - June 1996
Skills
Mergers, Series 7, Investment Banking, Securities, Valuation, Financial Modeling, Bloomberg, Corporate Finance, Financial Analysis, Due Diligence, Financial Markets, Banking, Business Planning, Strategic Planning, Equities, Business Strategy, Restructuring, Excel, Business Valuation, Private Equity, Mergers & Acquisitions, IPO
Education
Boston College - Wallace E. Carroll Graduate School of Management 1991 — 1992
MBA, Finance
Lehigh University 1983 — 1987
Bachelor of Science (B.S.), B.S. Mechanical Engineering
Marlboro High School 1979 — 1983
Deutsche Bank Securities 2009 - Present
Ferris, Baker Watts Inc. 2004 - 2009
Skills
FINRA, Series 7, Securities, Equities
Education
University of Maryland College Park
Bachelor of Science (B.S.)
Capitol Securities Management Inc. December 2011 - Present
Bellamah, Neuhauser & Barrett Inc. 1995 - December 2011
Ferris, Baker Watts, Inc 1984 - 1995
Skills
Wealth Management, Investment Advisory, Series 7, Securities, Asset Management, Finance, Equities, FINRA, Series 63, Mutual Funds, Investments, Retirement Planning, Asset Allocation, Retirement, Asset Managment, Portfolio Management, Strategic Financial..., Fixed Income, IRAs, Financial Reporting, Insurance, Managerial Finance, Series 24, Financial Analysis, Private Equity
Education
University of MD, Baltimore 1979 — 1981
Law
Boston University
BA, Philosophy, English, Comparative Religion
Bank of Tokyo-Mitsubishi UFJ October 2011 - Present
AXA Equitable January 2009 - January 2011
AXA Equitable May 2007 - January 2009
AXA Equitable January 2007 - May 2007
Deutsche Bank September 2004 - December 2006
Ferris Baker Watts, Inc November 2003 - December 2003
Skills
Series 63, Fixed Income, Mutual Funds, Securities, Equities, Investments, Series 6, Asset Managment, Strategy
Education
Loyola College in Maryland 2000 — 2004
Bachelor, Business Administration
Loyola University Maryland 2000 — 2004
Business Administration, Finance
Sellinger School of Business & Management 2000 — 2004
BS, Finance
Chaminade 1996 — 2000
Harris Associates September 2000 - September 2013
Ferris Baker Watts Inc September 1993 - September 2000
Mercantile Safe Deposit & Trust August 1992 - September 1993
Skills
Equities, Equity Research, Asset Management, Portfolio Management, Investments, Mutual Funds, Fixed Income, Investment Management, Securities, Financial Modeling
Education
Penn State University 1990 — 1992
Master of Business Administration (M.B.A.), Finance & Investing
West Virginia University 1984 — 1987
Bachelor's Degree, Finance, General
Corporate Office Properties Trust March 2010 - Present
Ferris, Baker Watts, Inc. October 2000 - April 2009
Skills
Cash Management, Treasury Management, Banking, Investments, Microsoft Office, Excel, Funding, Construction, Word, Cash Flow, Cash, Debt
Education
Bowie State University
Business, Finance
NBC Securities, Inc. February 2013 - Present
NBC Securities, Inc. February 2013 - Present
RBC Wealth Management March 2009 - February 2013
Ferris, Baker Watts, Inc. June 1989 - March 2009
Thomson McKinnon 1987 - 1989
Bellamah, Neuhauser & Barrett, Inc. 1981 - 1987
Skills
Strategic Financial..., Bonds, Fixed Annuities, Variable Annuities, Mutual Funds, Portfolio Management, Investment Management, Wealth Accumulation..., Retirement Planning, Wealth Management, Tax-advantaged...
Education
University of Maryland College Park
Bachelor of Science (BS), Secondary Education and Teaching