Legg Mason Wood Walker
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Legg Mason Wood Walker Employees
Gilder Gagnon Howe May 2011 - Present
Severn River Capital 2010 - 2011
HHR Asset Management 2005 - 2009
Legg Mason Wood Walker 2003 - 2005
US Navy 1995 - 2003
Skills
Equities, Investments, Financial Modeling, DoD, Series 7, Risk Management, Portfolio Management, Business Development, Financial Analysis, Economics, Business Strategy, Project Management, Data Analysis, Statistics, Market Analysis, Equity Research, Valuation
Education
Indiana University Bloomington 2001 — 2003
Master of Business Administration (M.B.A.)
United States Air Force Academy 1991 — 1995
Bachelor's degree
USAA December 2013 - Present
Mutual of America March 2007 - November 2013
Financially Fair Divorce, LLC June 2004 - February 2007
Legg Mason Wood Walker June 2003 - July 2004
Education
Georgetown University 2001 — 2003
University of Florida 1997 — 2001
1919 Investment Counsel October 2007 - Present
Legg Mason August 2001 - October 2007
Legg Mason Wood Walker July 1998 - August 2001
Education
University of Baltimore 2005 — 2006
Graduate Certificate, Accounting
Towson University 1994 — 1996
Bachelor of Science (B.S.), Business Administration
Meier & Dutch Wholesale Cigar November 2012 - Present
Cigars International August 2011 - November 2012
Supermedia March 2011 - May 2011
Nationwide Financial Network November 2005 - October 2010
Lehigh Valley Financial Group December 2003 - November 2005
Self - employed June 2003 - December 2003
Legg Mason Wood Walker December 2001 - June 2003
Summit Financial Resources September 1998 - December 2001
Moravian College May 1997 - July 1998
Circuit City Stores March 1996 - May 1997
Skills
Strategic Financial..., Investments, Time Management, Retirement Planning, Insurance, Wealth Management, Asset Managment, Portfolio Management, Fixed Annuities, Estate Planning, Mutual Funds, Risk Management, Series 7, Life Insurance, Financial Analysis, Investment Advisory, Retirement, Financial Planners, Marketing, Employee Benefits
Education
Moravian College 1996 — 1998
MBA
Lehigh University 1985 — 1989
BS; MBA, Finance
Gallery International June 2000 - January 2009
Legg Mason Wood Walker June 1980 - March 1987
Continental Federal 1978 - 1980
Bradford High School 1969 - 1977
Skills
Books, Publishing, Art, Fiction, Creative Writing, Blogging, Writing, Editing, Short Stories, Text Editing, Poetry, Freelance Writing, Copy Editing, Science Fiction, Storytelling, Published Author, Ebooks, Manuscript, Rewriting, Content Writing, Publications, Proofreading, Line Editing, Novels, Newsletters, Literary Fiction, Grammar, Editorial, Literature, Online Publishing, Copywriting, Book Reviews, Fiction Writing, Creative Writer, Magazine Articles, Journalism, Critique, Book Writing, Non-fiction, Content Development, Web Content, Newspapers, Self-publishing, Paranormal Romance
Education
University of Florida 1964 — 1970
MA ed, English, Speech & Journalism
Wells Fargo Advisors March 2013 - Present
Wells Fargo Advisors September 2009 - March 2013
UBS January 2005 - September 2009
Legg Mason Wood Walker September 1998 - January 2005
Education
University of Maryland College Park 1982 — 1986
University of Virginia Darden School of Business June 2015 - Present
University of Virginia Darden School of Business February 2005 - June 2015
A.N. Culbertson & Company 2001 - 2004
Red Hat 1999 - 2001
Legg Mason Wood Walker June 1996 - August 1999
T. Rowe Price March 1994 - March 1996
Procter & Gamble June 1989 - March 1994
Skills
Marketing Communications, Customer Relations, Career Counseling, Business Strategy, Marketing Strategy, Strategic Consulting, Strategic Planning, Leadership, Market Research, Management, Public Speaking, Business Planning, Financial Modeling, Start-ups, Customer Service, Recruiting, Public Relations, Strategy, CRM, Marketing, Cross-functional Team...
Education
University of Virginia 1987 — 1989
MA, East Asian Studies
University of Virginia - Darden Graduate School of Business Administration 1986 — 1989
MBA, Business Administration and Management, General
Dartmouth College 1978 — 1982
BA, History
Landon School 1973 — 1978
Ansaco, LLC September 2014 - Present
Hyatt Hotels Corporation February 2008 - September 2014
Marriott International July 2005 - January 2008
Agentrics LLC (Formerly WWRE - formed thru merger with GNX) November 2000 - June 2005
Legg Mason Wood Walker March 1998 - November 2000
Skills
Finance, Valuation, Asset Managment, Acquisitions, Forecasting, Real Estate Development, Hospitality Industry, Corporate Strategy, Business Planning, Hotels, Business Strategy, Financial Analysis, Asset Management, Due Diligence
Education
Georgia State University - J. Mack Robinson College of Business 1996 — 1998
MBA
Emory University 1992 — 1996
BA
LEHMAN CAPITAL ADVISORS, LLC June 2008 - Present
Heritage Wealth Advisers, LLC November 2005 - May 2008
Legg Mason Wood Walker February 1995 - November 2005
Skills
Alternative Investments, Investments, Strategic Planning, Financial Planning, Wealth Management, Management, Retirement Planning, Insurance, Marketing, Leadership, Portfolio Management
Education
Mount Saint Mary's College 1990 — 1994
Master of Business Administration (MBA), Finance, General
State Street Global Advisors July 2014 - Present
MFS Investment Management January 2007 - June 2014
MFS Investment Management January 2007 - January 2009
MFS Investment Management January 2005 - January 2007
Legg Mason Wood Walker June 2004 - January 2005
Mellon Financial June 1997 - September 2000
Skills
Trading Systems, Financial Accounting, Investments, Portfolio Management, Financial Services, Management, Equities, Mutual Funds, Fixed Income, Asset Management, Trading, Bloomberg, Finance
Education
Clark University 1991 — 1995
BA, Economics
Robert W. Baird & Co. December 2009 - Present
Morgan Stanley Smith Barney January 2009 - December 2009
Citi Group Global Markets April 2008 - January 2009
Citti Global Markets December 2005 - April 2008
Legg Mason Wood Walker April 2002 - December 2005
Skills
Series 7, Wealth Management, Investments, Mutual Funds, Series 9, Series 10, Managed Futures, Series 66
Education
Radford University 1991 — 1995
Bachelor of Science (BS), Broadcast Journalism & Psychology
Castlewood High
Covenant Life Church October 2004 - Present
Legg Mason Wood Walker March 2001 - October 2004
MTI January 1998 - March 2001
Skills
HTML, CSS, Teaching, Active Directory, Microsoft SQL Server, Microsoft Exchange, Microsoft Technologies, Server Administration, SharePoint Server, Windows Server, Windows 7, Windows 8, Mac OS, Mac, Mac OS X Server, Unix Administration, Linux System..., VMware vSphere, Veeam, Barracuda Spam Firewall, IBM Tivoli, IBM AIX, Centricity, EMRs, Dell PowerEdge Servers, SAN, iSCSI, Cisco Technologies, Cisco IOS, Cisco Routers, Cisco ASA, Cisco Wireless, Wireless Networking, Security, SNA
Education
Strayer University 2001 — 2005
Bachelor of Science (BS), Information Technology
St. John's College High School 1979 — 1982
Sanuthera, Inc. 2013 - Present
NeoStem, Inc. August 2013 - January 2015
Hemispherx Biopharma, Inc. November 2008 - August 2013
StemCyte, Inc. July 2007 - October 2008
Locus Pharmaceuticals November 2004 - June 2007
Protarga, Inc. 1996 - 2005
Legg Mason Wood Walker 1992 - 1996
Lehman Brothers 1985 - 1992
Skills
Fundraising, Intellectual Property, Financial Reporting, Investment Banking, Venture Capital, Life Sciences, IPO, Biotechnology, Strategic Planning, M&A experience, Chapter 11, Restructuring, Licensing, Start-ups, International Joint..., Oncology, Lifesciences, Entrepreneurship, Due Diligence, Business Development, Finance, Investments, Joint Ventures, Strategy, Corporate Development, Executive Management, Private Equity, Leadership, Acquisition Integration, Pharmaceutical Industry, Corporate Finance, Mergers & Acquisitions
Education
Princeton University
BA, Economics
University of Pennsylvania - The Wharton School
MBA, Finance
Harford Community College September 2014 - Present
Dollars In Your Attic September 2011 - Present
The Examiner 2010 - 2011
Asset Management Services July 2009 - August 2010
Merrill Lynch2003-2009 2003 - 2009
Wachovia Securities January 1999 - January 2003
Alex Brown & Sons January 1990 - January 1999
Legg Mason Wood Walker January 1986 - January 1990
Harman Specialty Metals Group January 1981 - January 1986
Skills
Management, Program Management, Forecasting, Risk Management, Marketing, Training, Budgets, Sales, Recruiting, Fundraising, Sales Management, Analysis, Nonprofits, Accounting, Financial Analysis, Time Management, Due Diligence, Risk Analysis
Education
The Johns Hopkins University 1984 — 1986
Masters of Administrative Science, Finance
Towson State University 1977 — 1981
Bachelors of Science, Business Administration
Calvert Hall College H.S 1972 — 1976
H.S. Diploma
N.C. Bail Agents Association May 2014 - Present
Angels Bail Bonding September 2002 - Present
A.G. Edwards & Sons, Inc. February 1999 - August 2002
Legg Mason Wood Walker October 1994 - February 1999
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training
Education
Rockingham Community College 2000 — 2003
Associate of Science (A.S.), Criminal Justice Technology
Bennett College for Women
University of Maryland College Park (UMD) October 2012 - Present
University of Maryland University College December 2005 - October 2012
General physics March 2004 - November 2005
Legg Mason Wood Walker 2003 - 2004
Aether Systems 2001 - 2003
T. Rowe Price 2000 - 2001
RWD Technologies 1998 - 2000
Signal Corp 1996 - 1998
United Parcel Service - Burtonsville, MD 1984 - 1995
Skills
Unix, SDLC, Network Security, Disaster Recovery, Integration, Linux, Security, Solaris, Data Center, Cloud Computing, Virtualization, SQL, Enterprise Architecture, System Administration, VMware, IT Strategy, Government, Federal Government, Software Integrations, Higher Education, Red Hat Linux, HP-UX, AIX, Staff Management, Staff Development, Oracle Enterprise..., Oracle RAC, Oracle, Windows Server, IT Management, IT Operations, IT Audit, IT Solutions
Education
University of Maryland Baltimore County 2009 — 2011
Masters
University of Maryland University College 2002 — 2007
BS
University of Maryland College Park 1983 — 1986
Janney Montgomery Scott August 2009 - Present
Morgan Stanley Smith Barney 2009 - August 2009
Citi Smith Barney 2005 - 2009
Legg Mason Wood Walker 1996 - 2005
Insteel Wire Products 1993 - 1996
Skills
Wealth Management, Retirement, Strategic Financial..., Retirement Planning, Series 7, Estate Planning, Mutual Funds, Investment Advisory, Asset Management, Series 65, Asset Allocation, Fixed Annuities, Investment Strategies, Series 63, Securities, Alternative Investments, Financial Advisory, Variable Annuities, Uniform Combined State..., FINRA, 401k, ETFs, Life Insurance
Education
Florida State University 1984 — 1988
Lasting Light Wellness (formerly Lastng Light Yoga and Reiki) January 2002 - Present
Columbia Association and Haven on the Lake January 2002 - Present
Columbia Association 2011 - May 2015
Howard Community College July 2010 - 2012
Self-employed 2006 - June 2009
Commerce One 2000 - 2002
Legg Mason January 1998 - January 2000
Legg Mason Wood Walker 1999 - 2000
T. Rowe Price June 1991 - January 1998
Skills
Teaching, Reiki, Business Analysis, Financial Analysis, Meditation, Wellness, Public Speaking, Blogging, Social Networking, Writing, Social Media Marketing, Stress Management, Personal Development, Holistic Health, Social Media, Research, Event Planning, Entrepreneur, Marketing Strategy, Fitness, Public Relations, Wellness Coaching, Online Marketing, Copywriting, Marketing Communications, Strategic Planning, Healing, Advertising, Facebook, Treatment, Yoga, Energy Healing, Technical Writing, Health, Lifestyle, Entrepreneurship, Alternative Medicine, Wellbeing, Chronic Illness, Relaxation, Bodywork, Pain Management, Workshops, Lifestyle Coaching, Hatha Yoga, Stress, Nutrition, Pilates, Supplements, Herbal
Education
Temple of Kriya Yoga 2001 — 2003
Yoga Instructor, Yoga and Meditation
Loyola University Maryland 1996 — 1999
MBA, Management and international business
York College of Pennsylvania 1989 — 1994
BS, Marketing & Management
Towson High School 1985 — 1989
HS Diploma, College Prep
St. Pius X 1976 — 1985
LeRoy
Yoga
Yoga
Yoga
Yoga
Coastal Equities, Inc. February 2010 - Present
VANGUARD GROUP ................ .... 2004 September 2004 - September 2008
INVESTEC INC March 1999 - July 2003
DISCOUNT MUNIBROKERS January 1997 - March 1999
LEGG MASON INC November 1993 - June 1996
A. WEBSTER DOUGHERTY AND CO. INC November 1987 - October 1993
E.F. Hutton Group March 1986 - November 1987
Legg Mason Wood Walker December 1984 - March 1986
Kidder, Peabody & Co. Inc June 1978 - December 1984
Skills
FINRA Series 7, FINRA Series 24, FINRA Series 53, FINRA Series 63, FINRA Series 52, Asset Allocation, Investment Strategies, Bonds, Fixed Income, Securities, Series 7, Series 63, Investment Advisory, Mutual Funds, Series 24, Wealth Management, Investments, FINRA, Asset Management, ETFs
Education
Mount St. Mary's University 1973 — 1977
Bachelor of Arts, History
Monsignor Bonner High School 1969 — 1973
PNC May 2013 - Present
Liberty Mutual Insurance Group June 2012 - May 2013
McGuire Memorial August 2009 - December 2012
Our Lady of the Sacred Heart High School June 2008 - June 2011
Oakland Catholic High School, Inc. January 2008 - June 2008
PNC Capital Markets August 2005 - January 2008
Legg Mason Wood Walker October 2002 - August 2005
Commonwealth Securities & Investments, Inc. June 1997 - September 2002
Skills
Financial Modeling, Financial Analysis, Strategic Planning, Budgeting, Strategic Consulting, Business Development, Banking
Education
Carnegie Mellon University - Tepper School of Business 2000 — 2003
MBA, Finance and Marketing
Duquesne University 1992 — 1996
B.A., English and Communication
Welsh Financial Group at LPL Financial 2011 - Present
UBS Financial Services, Inc. 2007 - 2011
Legg Mason Wood Walker 1997 - 2007
Partner's Consulting Group 1996 - 1997
The Investment Center, Inc. 1990 - 1996
Chubb Insurance Company 1983 - 1989
Skills
Wealth Management, Retirement Planning, Investments, Finance, Investment Management, Series 7, Mutual Funds, Financial Services, Series 63, Investment Advisory, Securities, Portfolio Management, Asset Allocation, Estate Planning, Strategic Financial..., Financial Advisory, Asset Managment, Alternative Investments, Fixed Income, Financial Analysis, Long Term Care Insurance
Education
Chubb Institute of Computer Technology
Computer Programer, Computer Programming COBAL, IJL, etc.
Rutgers, The State University of New Jersey-New Brunswick 1989 — 1989
Bernards High School
Sandy Spring Bank August 2015 - Present
Sandy Spring Bank June 2013 - Present
Capital One Financial Advisors December 2009 - May 2012
Chevy Chase Bank October 2006 - May 2010
Newby & Company January 1993 - January 2004
Newby & Company January 1991 - January 1993
Legg Mason Wood Walker January 1990 - January 1991
Skills
Series 7, FINRA, Securities, Equities, Asset Managment, Investments, Strategic Financial..., Wealth Management, Financial Analysis, SEC filings, Mutual Funds, Finance
Education
University of Maryland College Park 1986 — 1990
BS, Finance
Legg Mason September 2008 - July 2011
Legg Mason Asset Management March 2004 - September 2008
Legg Mason Wood Walker September 1998 - March 2004
Legg Mason March 1995 - September 1998
First American Bank January 1991 - September 1994
Skills
Problem Solving, Back Office, Securities, Portia, Trading, Investments, Wealth Management, Asset Management, Reconciliation, Bloomberg, Corporate Actions, Risk Management, Portfolio Management, Analysis, Financial Risk
Education
Tennessee State University
BA, Business Adminstration
Wells Fargo Financial Network, LLC June 2012 - Present
Wells Fargo Advisors June 2004 - June 2012
Legg Mason Wood Walker February 1996 - June 2004
Skills
Securities, Series 7, Investments, Financial Services, Wealth Management, Mutual Funds, Finance, Financial Analysis, Retirement Planning, Banking
Education
Bucks County Community College
Business
Summit Consulting, LLC March 2013 - Present
Radius Partners LLC January 2013 - December 2013
Momentum Resources January 2008 - February 2013
Parker Communications September 2006 - June 2007
BearingPoint October 2002 - May 2006
Friedman, Billings, Ramsey & Co March 2001 - August 2001
Legg Mason Wood Walker June 1997 - June 2000
McGinn Investment Management 1996 - 1997
Skills
Strategy, Partnerships, Change Management, Strategic Partnerships, Cross-functional Team..., Business Development, Finance, Recruiting, Mergers & Acquisitions, Management, Start-ups, Talent Acquisition, Leadership, Business Strategy, PMO, Project Management, Financial Modeling, Social Media Marketing, Program Management, Mergers, Government Contracting, Business Analysis, Marketing Communications, Staffing Services, Business Process..., Government, Budgets, DoD, Professional Services, Analysis, Consulting, Management Consulting, Entrepreneurship, Performance Management, Executive Management, Human Resources, Technical Recruiting, Strategic Planning
Education
Georgetown University 2000 — 2002
MBA, Finance
Randolph-Macon College 1993 — 1997
BA, Economics, Accounting, French
Charlottesville High School 1989 — 1993
Washington Real Estate Investment Trust November 2011 - Present
E-RE July 2011 - Present
Clark Enterprises, Inc. April 2009 - September 2011
JBG June 2002 - February 2009
urbancapital April 2001 - May 2002
BuildOnline 2000 - 2001
Legg Mason Wood Walker August 1999 - June 2000
Murphy/Jahn, Inc. May 1993 - June 1997
Murphy/Jahn, Inc. July 1991 - June 1992
Skills
Real Estate Development, Real Estate Investment, Real Estate Finance, Real Estate Transactions, Real Estate Financing, Real Estate Investor, International Real..., Investment Banking, Architecture, Architectural Design, LEED AP, LEED Consulting, LEED, Real Estate, Corporate Real Estate, Real Estate Negotiation, Real Estate Operations, real estate asset..., Start-ups, Mixed-use, Investment Properties, Real Estate Economics, Commercial Real Estate, Property Management, Entitlements, Asset Management, Zoning, Architectures, Disposition, Landlords, Corporate Finance, Feasibility Studies, Leases, LEED Accredited, Brokerage, Construction Management, Due Diligence, Management
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA
Rice University 1987 — 1993
B.A, B.Arch
East Coast Mortgage and Financial Services March 2003 - Present
Executive Title Services, Inc. January 2006 - January 2009
BBJ Mortgage December 1997 - March 2003
Legg Mason Wood Walker January 1994 - January 1997
Merril Lynch January 1991 - January 1994
Legg Mason Wood Walker January 1989 - January 1991
ChemLawn/Ecolabs January 1983 - January 1989
Lanier Business Products January 1982 - January 1983
Skills
Sales Management, Team Building, Rate Negotiation, Social Media, Communication, Presentation Skills, Mortgage Banking, Residential Mortgages, Salesforce.com, Excel, Outlook, PowerPoint, Microsoft Excel, Negotiation, Team Leadership, Investments, CRM, Leadership, Customer Service, Refinance, Finance, Real Estate, Sales, VA loans, Mortgage Lending, Management, Strategic Planning, FHA, USDA, Customer Satisfaction, Account Management, Recruiting, Risk Management, Banking, Executive Management, Contract Negotiation, Strategy, Performance Management, Small Business, VA Loans, Residential Homes, Process Improvement, Customer Retention, New Business Development, Marketing, Business Planning, Financial Analysis, Business Development, Strategic Financial..., Forecasting
Education
University of Delaware
BA
University of Delaware
Bachelor of Arts
UBS Wealth Management August 2014 - Present
Neuberger Berman August 2004 - August 2014
Legg Mason Wood Walker July 2002 - August 2004
Deutsche Bank August 1998 - August 2002
Skills
Series 63, Mutual Funds, Equities, Securities, Fixed Income, Investments, Wealth Management, Alternative Investments, Asset Allocation, Uniform Combined State..., Bloomberg
Education
Florida Atlantic University
The University of Texas at San Antonio
CityFlicker Freelance June 2012 - Present
Allegheny Center Alliance Church October 2008 - June 2012
Allegheny Center Alliance Church October 2008 - September 2010
Bachman Builders, Inc September 2003 - March 2005
Legg Mason Wood Walker September 2002 - August 2003
ServiceLink September 2001 - September 2002
Skills
Social Media, Project Coordination, Social Media Marketing, Marketing Communications, Creative Writing, Blogging, Public Relations, Public Speaking, Facebook, Event Planning, Marketing, Press Releases, Advertising, Editing, Leadership
Education
Georgetown University 2015 — 2016
Master's Degree, Public Relations and Corporate Communication
Geneva College 2005 — 2008
Bachelor of Science, Human Resources Management and Services, 3.89
Natcom lending January 2009 - April 2011
Northstar Mortgage April 2000 - May 2005
Turtle Creek Realty December 1995 - December 2000
Charles H. Jolly and Associates 1985 - 1991
Legg Mason Wood Walker 1983 - 1985
Bache Halsey Stuart Shields 1980 - 1983
Skills
Loans, Refinance, Loan Origination, Mortgage, Credit, Commodity Markets, Mortgage Lending, Commercial Lending, Investments, Portfolio Management, Real Estate, Asset Management, Sales, Trading, Negotiation, Contract Negotiation, Business Planning, Business Strategy, Strategic Planning, Commodity, New Business Development
Education
GREENSBORO COLLEGE 1964 — 1968
Bachelor's Degree, economics, Graduated
Greensboro College 1964 — 1968
Bachlor's, Economics, Business, finance
University of North Carolina at Chapel Hill 1959 — 1960
Pre Law
BBK Capital Partners July 2013 - March 2015
Raymond James May 2006 - July 2013
Legg Mason Wood Walker January 2002 - May 2006
Olde Discount Stockbrokers January 1996 - January 2002
Skills
Investments, Securities, Wealth Management, Asset Allocation, Series 7, Investment Advisory, Retirement, Mutual Funds, Financial Analysis
Education
Miami University
Bachelor of Science, Finance
Indian Hill High School
LPL Financial November 2005 - Present
Summit Marketing July 1989 - November 2005
Legg Mason Wood Walker February 1984 - July 1989
Education
West Virginia University 1978 — 1980
BSBA, Finance
University of Maryland College Park 1975 — 1977
St John's College HS 1971 — 1975
Keller Williams Realty, CCWP March 2005 - Present
Anytime Fitness June 2009 - 2012
Legg Mason Wood Walker 1983 - 2000
Skills
Business Planning, Business Development, Capital Markets, Real Estate, Referrals, Sellers, Business Management..., Buyer Representation, First Time Home Buyers, Real Estate Transactions, Leadership, Personal Finance, Financial Analysis, Investment Properties, Selling, Relocation, Single Family Homes, Short Sales, Condos, REO, Foreclosures, Marketing
Education
University of New Orleans 1979 — 1982
Business, Computer Science
Cascades Capital, LLC March 2013 - Present
Old North State Trust January 2002 - March 2013
Legg Mason Wood Walker April 1999 - January 2002
Skills
Customer Service, Portfolio Management, Asset Management, Retirement Planning, Retirement Savings, 401k, 401k Rollovers, Estate Planning, Financial Services, Investment Management, Finance, Strategic Financial..., Securities, Insurance, Financial Advisory, Series 7, High Net Worth..., Series 63
Education
Campbell University 2008 — 2008
2008 Trust School
East Carolina University 1984 — 1989
History Major
Howard County Public Schools July 2008 - Present
Howard County Public School System 2008 - Present
Towson University September 2006 - July 2008
Select* Associates February 2003 - 2006
Legg Mason Wood Walker September 2000 - November 2001
Deutsche Banc Alex. Brown January 1998 - September 2000
CompUSA August 1994 - January 1998
Skills
Training, Microsoft Office, Program Management, Management, Access, Instructional Technology, Microsoft Excel, Instructional Design, Educational Technology, Captivate, Public Speaking, Project Planning, E-Learning, Curriculum Design, Instructor-led Training, Project Management
Education
Towson University
BS, Education
Towson University
MS, Instructional Technology
Oak Tree Financial LLC February 2014 - 2015
Morgan Stanley Wealth Management March 1995 - May 2012
Legg Mason Wood Walker 2004 - 2006
Skills
Series 7, Series 63, Uniform Combined State..., Wealth Management, Mutual Funds, Securities, Retirement Planning, 401k, Retirement, Fixed Annuities, Fixed Income, Equities, Investments, Financial Services, Asset Allocation, Investment Advisory, Financial Advisory, Strategic Financial..., Financial Planning
Education
University of Alabama in Huntsville 1988 — 1990
Computer Information Systems
Jacksonville State University
BD Consulting April 2012 - December 2012
Ascensus (formally BISYS Retirement) January 2010 - November 2011
Ascensus January 2003 - January 2011
Ascensus January 2000 - January 2003
Legg Mason Wood Walker January 1999 - January 2000
Ascensus January 1997 - January 1999
Ascensus January 1995 - January 1997
Skills
MS Project, MS Office, Power Point, Visio, Borland Tempo, Quality Center, Software Development..., Business Management..., Quality Assurance, Service Management, Process Improvement, Problem Solving, Mentoring, Analysis, Team Leadership, Planning, Product Development, Waterfall, Compliance, Team Building, Software Implementation, User Acceptance Testing, Testing, Project Planning, PMP, PeopleSoft, Hiring, Agile, Customer Relations, Risk Management, Documentation, Change Management, Software Project..., Quality Management, Resource Management, Excel, Word, Customer Service, Risk Assessment, SDLC, Microsoft Excel, Microsoft Office, Software Documentation, Training, Leadership, PMO, Vendor Management, Business Process..., Access, Business Analysis
Education
Penn State
Project Management Professional (PMP)
Temple University
BA, Accounting
Maryland Public Television July 2011 - Present
Alacarte Marketing Communications, LLC February 2010 - Present
LederMark Communications, LLC June 2008 - January 2010
Butler Capital Corporation May 2004 - January 2008
Maryland Public Television 1999 - 2004
Allfirst Bank (former: Dauphin Deposit Bank) 1995 - 1998
The Bank of Baltimore 1993 - 1995
Legg Mason Wood Walker 1991 - 1992
Provident Bank of Maryland 1990 - 1991
Signet Bank/Maryland (former: Union Trust Bank) 1981 - 1989
Skills
Copywriting, Proofreading, Marketing Communications, Corporate Communications, Trade Show Management, Internal Communications, Public Relations, Advertising, Writing, Event Planning, Editing, Publications, Speech Writing
Education
Towson University 1966 — 1970
B.S., English
Charles Schwab July 2002 - Present
Legg Mason Wood Walker April 1998 - June 2002
Education
University of Baltimore School of Law 2003 — 2007
JD, Law
University of Maryland College Park 1989 — 1993
BA, Economics
American Capital July 2004 - July 2010
Corporate Executive Board January 2002 - June 2004
Mills Corporation August 2001 - January 2003
Legg Mason Wood Walker 1999 - 2001
Education
University of Maryland College Park 1995 — 1999
The Home Depot April 2015 - Present
The Home Depot August 2012 - April 2015
The Home Depot March 2011 - August 2012
The Home Depot February 2010 - March 2011
Social Venture Capital December 2008 - February 2010
My husband and I took a sabbatical and traveled. January 2008 - December 2008
T. Rowe Price July 2006 - January 2008
Legg Mason Wood Walker October 2004 - July 2006
JP Morgan August 2003 - October 2004
Skills
Financial Analysis, Financial Modeling, Change Management, Strategic Planning, Business Development, Process Improvement, Strategy, Business Process..., Mergers & Acquisitions, Sales, Finance, Business Strategy
Education
Duke University 2000 — 2003
BA; Public Policy Studies
University of Pennsylvania 1999 — 2000
Curtis High School 1996 — 1999
Sonora Investment Management August 2013 - Present
First Analysis Securities Corp. March 2007 - July 2011
Investment Management Executive Council of the Corporate Executive Board May 2006 - March 2007
The Precursor Group July 2000 - December 2005
Legg Mason Wood Walker September 1998 - July 2000
Education
Allegheny College 1994 — 1998
Bachelor of Arts, Economics, International Studies, Spanish
Bank of America February 2015 - Present
Bank of America Merrill Lynch February 2012 - February 2015
Bank of America Merrill Lynch March 2010 - January 2012
Merrill Lynch July 2008 - December 2009
Merrill Lynch July 2006 - June 2008
Rider University September 2002 - May 2006
Arista Marketing Company June 2005 - August 2005
Legg Mason Wood Walker May 2004 - August 2004
Skills
Recruiting, Training, Human Resources, Event Management, Public Speaking, Onboarding, Teamwork, Employee Engagement, College Recruiting, Leadership Development, Process Improvement, Microsoft Excel, Microsoft Office, PowerPoint, Outlook, Employee Training, Microsoft Word, HR Policies, Team Building, Management, Organizational..., Organizational..., Program Management, Interviews, Payroll
Education
Rider University 2006 — 2008
MBA, Marketing
Rider University 2002 — 2006
BS, Human Resource Management
Norristown 1998 — 2002
High School Diploma
Ziegler Capital Markets March 2011 - Present
Hunter Bradley, LLC May 2009 - March 2011
Oppenheimer & Co. April 2007 - April 2009
Ryan Beck & Co., Inc. 2005 - 2006
Legg Mason Wood Walker 2004 - 2005
Ziegler Capital Markets Group April 2000 - November 2004
Nine West Group Inc September 1996 - December 1999
Skills
Capital Markets, Finance, Financial Analysis, Fixed Income, Investment Banking
Education
University of Illinois at Urbana-Champaign 1994 — 1996
MBA, Finance
Millikin University 1990 — 1994
P3 Partners, Inc. 2001 - Present
Genset Services, Inc. April 2014 - September 2014
Burke Brands LLC 2012 - 2014
Aldor Solutions Corporation January 2009 - December 2011
Layered Technologies, Inc. January 2005 - December 2008
Maya Cinemas 2004 - 2005
Donaldson, Lufkin & Jenrette 1998 - 2001
Legg Mason Wood Walker August 1996 - December 1997
Chemical Bank Corporation 1992 - 1994
The Weitzman Group, Inc.N 1990 - 1992
Skills
Mergers, Restructuring, Investment Banking, Strategic Planning, Contract Negotiation, Business Strategy, Financial Modeling, Valuation, Due Diligence, Financial Analysis, Budgeting, Fundraising, Finance, Negotiation, Mergers & Acquisitions, Budgets, Venture Capital, Equities, Start-ups, Entrepreneurship, Business Planning, Private Equity, Strategic Partnerships, Strategy, Investments, Management Consulting, Executive Management, Corporate Development, Corporate Finance, Competitive Analysis, M&A experience, Business Development, IPO, Acquisition Integration
Education
University of Virginia - Darden Graduate School of Business Administration 1994 — 1996
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 1986 — 1990
B.S. Economics, Finance & Entrepreneurship
Detroit Country Day School 1976 — 1986
High School Diploma
D.A. Davidson & Co. July 2014 - Present
SunTrust Robinson Humphrey May 2013 - June 2014
Morgan Keegan October 2010 - April 2012
Stifel Nicolaus January 2009 - September 2010
CNL Financial Group March 2008 - December 2008
Banc of America Securities May 2004 - March 2008
Legg Mason Wood Walker July 2003 - May 2004
United States Navy August 1994 - December 2002
Northrop Grumman June 1992 - June 1994
Hughes Aircraft Company June 1991 - June 1992
Education
University of Maryland - Robert H. Smith School of Business 2001 — 2003
MBA, Finance
California State Polytechnic University-Pomona 1986 — 1991
BS, Aerospace Engineering
Financial Industry Regulatory Authority January 2005 - Present
Legg Mason Wood Walker 1999 - 2005
Wellington Management 1998 - 1999
First Data Investors Services Group 1996 - 1998
State Street Bank 1994 - 1996
Skills
Securities, FINRA, Investments, Bloomberg, Mutual Funds, Equities, Asset Managment, Derivatives, Securities Regulation, Asset Management, Fixed Income, Hedge Funds, Options, Financial Services, Financial Analysis, Alternative Investments, Risk Management, Management, Portfolio Management, Finance, Capital Markets, Due Diligence, Financial Modeling
Education
University of Notre Dame 1990 — 1994
BBA, Finance
Social Security Administration September 2005 - Present
Legg Mason Wood Walker January 2003 - August 2005
Education
Mount St. Mary's University 1999 — 2001
B.S, Business Management
Morgan State University 1997 — 1999
N/A, Marketing
Reminisce Antiques January 2010 - Present
Financial Advisor May 2009 - January 2010
Merrill Lynch December 2008 - May 2009
Wachovia Securities, LLC November 2005 - December 2008
Legg Mason Wood Walker February 2005 - November 2005
Constitution Capital Corp. May 2000 - February 2005
Constitution Capital Corp. June 1998 - May 2000
Skills
Account Management, Customer Service, Investments, Marketing, Sales, Sales Management, Strategic Planning, Team Building
Education
Roger Williams University 1994 — 1998
BA, Criminal Justice
JP Morgan August 2003 - Present
Bank One August 2003 - July 2004
Legg Mason Wood Walker August 2000 - August 2003
First Union Securities October 1994 - August 2000
Lehman Brothers June 1988 - September 1994
Skills
Municipalities, Investment Banking, Series 63, Fixed Income, Equities, Derivatives, Bonds, Asset Management, Series 7, Securities, Valuation, Capital Markets, Underwriting, Alternative Investments, Investments, Hedge Funds, Series 24, Financial Modeling
Education
California State University-Fullerton 1983 — 1989
BA, Business Administration and Finance
Netcom Technologies March 2009 - Present
Verizon Communications Corporation June 2005 - January 2008
MCI Telecommunications Corporation June 2004 - May 2005
MCI Telecommunications Corporation January 1998 - May 2004
MCI Telecommunications Corporation, June 1994 - December 1998
Legg Mason Wood Walker October 1993 - July 1994
London Fog Corporation December 1989 - October 1993
MCI Telecommunications Corporation May 1988 - November 1989
Education
Towson University 1977 — 1982
B.S., Business Admistration
JP Morgan Securities, LLC February 2012 - Present
MTB Investment Advisors March 2007 - February 2012
Mercantile Bankshares Corporation 2006 - 2007
Legg Mason Wood Walker 1998 - 2006
Merrill Lynch 1981 - 1998
Education
Florida State University 1977 — 1981
Bachelors, Business Administration
Wells Fargo Capital Finance December 2013 - Present
Wells Fargo Capital Finance February 2008 - November 2013
CapitalSource October 2005 - January 2008
Legacy Partners Group January 2005 - October 2005
Legg Mason Wood Walker January 2004 - December 2004
Skills
Financial Modeling, Banking, Portfolio Management, Loans, Accounting, Credit Analysis, Investments, Credit, Mergers & Acquisitions, Commercial Lending, Investment Banking, Finance, Corporate Finance, Commercial Banking, Leveraged Finance
Education
Penn State University 1999 — 2003
Bachelor of Science in Business Administration, Finance and International Business Major, International Studies Minor
Mount Lebanon Senior High School 1996 — 1999
UBS Financial Services, Inc. January 2005 - Present
Legg Mason Wood Walker April 1997 - January 2005
Skills
Certified Financial...
Education
University of Pennsylvania - The Wharton School 1978 — 1980
MBA, Marketing and Finance
Hamilton College 1970 — 1974
1974, Philosophy
Naval Medical Center Portsmouth/General Dynamics July 2010 - Present
Health Research of Hampton Roads, Inc. November 2001 - June 2010
Legg Mason Wood Walker September 2000 - August 2001
Monarch Research Associates/CHKD January 2000 - August 2000
Bailey Financial Management June 1997 - December 1999
Eastern Virginia Medical School August 1992 - August 1996
Eastern Virginia Medical School November 1989 - August 1992
Eastern Virginia Medical School August 1988 - October 1989
Eastern Virginia Medical School July 1980 - August 1988
Skills
Clinical Trials, Sop, Clinical Research, Data Management, Healthcare, Medicine, Hospitals, Quality Assurance, Software Documentation, Research, Document Management, Data Analysis, File Management, GCP, IRB, ICH-GCP, EDC, SOP
Education
Hopewell High School
Old Dominion University
B.S., Biology
Legg Mason March 2009 - Present
Stifel Nicolaus December 2005 - March 2008
Legg Mason Wood Walker June 1994 - November 2005
Skills
Capital Markets, Series 7, Fixed Income
Education
Southern Illinois University, Carbondale 1978 — 1982
Bachelor of Arts (BA)
Pentagon Federal Credit Union December 2012 - Present
Bank of America February 2003 - August 2011
Legg Mason Wood Walker May 2001 - December 2002
Navy Federal Credit Union September 1997 - April 2001
Skills
Excel, PowerPoint, Word, Customer Relations, Microsoft Office, Public Speaking, Customer Service, Writing, Outlook, Real Estate, Financial Analysis, Financial Modeling, Mortgage Lending, Mortgage Banking, Mortgage, Banking, Loans, FHA, VA, Retail, Problem Solving, Real Estate Development, Real Estate Financing, Microsoft Excel, Microsoft Word, FHA financing, Investments, Underwriting, Credit, Finance, FHA Financing, VA Loans
Education
Georgetown University 2009 — 2012
Master's Degree, Real Estate, Magna Cum Laude
James Madison University 1993 — 1997
Bachelor of Science (B.S.), History and Political Science (Double Major)
CHRISTUS Health October 2007 - September 2009
Grandview Funeral Home and Cemetery September 2004 - May 2005
HCA February 1996 - June 2001
Texas Commerce Bank December 1988 - April 1990
Legg Mason Wood Walker February 1987 - February 1988
DeRand Investment Firm April 1986 - February 1987
The Rock Island Bank December 1979 - April 1985
Education
San Jacinto College 2009 — 2011
Associate of Arts and Sciences (A.A.S.), Accounting, 3.63
Black Hawk College 1981 — 1984
Certification Principles of Banking, Banking/Finance
Capital One December 2013 - Present
Morgan Stanley Private Bank, NA August 2011 - December 2013
Legg Mason Investment Counsel August 2006 - July 2011
Legg Mason Wood Walker March 2004 - July 2005
NASD March 2003 - March 2004
Deutsche Bank Alex. Brown September 2000 - October 2002
Deutsche Bank Alex. Brown January 2000 - September 2000
Skills
Series 7, Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Equities, Fixed Income, Investments, Portfolio Management, Securities, Trading, Wealth Management, Hedge Funds, Mutual Funds, Investment Management, Financial Analysis, Series 63
Education
Loyola College in Maryland 1996 — 2000
Bachelor of Business Administration, International Business
Centereach High School 1993 — 1996
Tassone Conrete Const., Inc. 1984 - Present
Jewelry Diva Gifts May 2006 - January 2012
Echeverri Financial Services Inc. March 2000 - May 2006
Legg Mason Wood Walker May 1997 - March 2000
PNC Bank 1995 - 1997
Education
Goldey Beacom College 1990 — 1992
International Banking/Business, 4.0
Padua Academy 1966 — 1970
Business
Wells Fargo Advisors June 2015 - Present
Wells Fargo Securities December 2013 - Present
Financial Industry Regulatory Authority January 2006 - August 2010
Legg Mason Wood Walker April 2005 - December 2005
Legg Mason Wood Walker June 2003 - April 2005
Legg Mason Wood Walker January 1999 - June 2003
Skills
Securities, FINRA, Hedge Funds, Mutual Funds, Investments, Wealth Management, Investment Banking, Finance, AML, Series 7, Equities, Financial Risk, Litigation, Fixed Annuities, Process Improvement, Analysis, Training, Arbitration, Series 24, Broker-Dealer, Swap Dealer
Education
Charlotte School of Law 2010 — 2012
Doctor of Law (J.D.)
James Madison University 1995 — 1999
Bachelor of Business Administration (B.B.A.), Finance, General
Century Engineering, Inc. September 2004 - March 2012
Legg Mason Wood Walker January 2004 - June 2004
Parkwood Cemetery October 2001 - May 2004
Skills
Graphic Design, Adobe Creative Suite, Customer Service, Marketing, Marketing Material..., Logo Design, Photoshop, Corporate Website..., Web Graphics, Dreamweaver, Digital Photography, Google Analytics, Event Planning, Database Administration, Marketing Communications, Presentation Development, Proposal Production, Government Proposals, Advertising, Direct Mail, Microsoft Office, Proposal Writing, Brochures
Education
Towson University 2000 — 2004
Bachelor of Science (B.S.), Business Administration - Major, Economics - Minor
Fidelity Capital Markets 1992 - 2006
Legg Mason Wood Walker 1988 - 1992
Education
University of Colorado Boulder
Bachelor of Arts (B.A.), Economics
The Dow Chemical Company July 2000 - Present
Legg Mason Wood Walker July 1991 - February 1999
Skills
Sarbanes-Oxley Act, SAP, Internal Controls, Process Improvement, US GAAP, Financial Reporting, Cost Accounting, Financial Accounting, Internal Audit, Auditing, ACL
Education
Anne Arundel Community College
Associate's degree, Business Administration and Management, General
Best Buy August 2013 - Present
Best Buy April 2008 - July 2011
Smith Barney January 2006 - March 2009
Staffpro February 2006 - March 2008
Legg Mason Wood Walker October 2005 - December 2005
USAA (Kelly Temporary Service Employee) October 2004 - September 2005
Guaranty Bank November 2003 - March 2004
Countrywide Home Loans (Appleone Temporary) May 2001 - October 2002
Hart Greer (Kelly Temporary) April 2000 - June 2000
International Pharmacy Management March 1999 - April 2000
Skills
Direct Sales, Customer Service, Customer Support, Operations Research, Employee Training, Customer Retention, Customer Satisfaction, Front to Back Office
Education
George C Wallace State Community College-Hanceville 2011 — 2013
N/A, Physical Therapy Assistant
University of Alabama at Birmingham - Collat School of Business 1996 — 1998
N/A, Business Administration and Management, General, Graduate Level
University of Alabama at Birmingham 1993 — 1996
Bachelor's degree, History
Trinity Valley Community College Henderson County 1989 — 1992
Associate's degree, Business Administration and Management, General