BB&T Investment Services
Address: 200 S College St #8, Charlotte, NC 28202 Hours: Closed ⋅ Opens 8AM Friday8AM–6PMSaturdayClosedSundayClosedMonday8AM–6PMTuesday8AM–6PMWednesday8AM–6PMThursday8AM–6PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (704) 954-1150: : : Place name: Website: : : Category: : Website: http://www.bbt.com/bbtdotcom/investing/investment-services/default.page Category: Bank Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business? Questions & answers Ask a question See all questions (1) Popular times Fridays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. : 6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aPlan your visitClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on FridaysPeople typically spend 10-45 min here Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of BB&T Investment Services Inc Posting publicly on the Web Write a review Reviews 2 Google reviews
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BB&T Investment Services Employees
BB&T Investment Services January 2014 - Present
Principal Financial Group December 2013 - January 2014
Education
Florida International University
Bachelor of Business Administration (B.B.A.), Finance and Finance in Real Estate
BB&T Investment Services January 2010 - Present
Education
Daytona College 2008 — 2010
Bachelor of Applied Science (BASc), Management and Supervision
Tajik State Pedagogical University 1993 — 1998
Bachelor of Arts (BA), History and Law
First Kentucky Wealth Management January 2013 - Present
BB&T INVESTMENT SERVICES June 2010 - December 2012
Integra Bank November 2005 - June 2010
AG Edwards and Sons May 2003 - November 2005
Education
Bryant University 2013 — 2014
CFP Prerequisite, Financial Planning and Services
College for Financial Planning 2003 — 2003
Accredited Asset Management Specialist, Financial Planning and Services
Oakland City University 2001 — 2002
Masters in Ed, Masters in Education
University of Southern Indiana 1993 — 1998
BS of Science
Regions Financial Corporation January 2013 - Present
BB&T Investment Services June 2012 - January 2013
First National Bank of Baldwin County August 2009 - May 2012
BBVA/Compass Bank March 2006 - April 2009
Skills
Strategic Financial..., Mutual Funds, Portfolio Management, Financial Analysis, Investments, Fixed Income, Insurance, Asset Managment, Retirement, Banking, Bloomberg, Fixed Annuities, Credit, Risk Management, Series 7, Wealth, Accounting, Small Business Lending, Series 63, Business Development, Financial Planning
Education
University of South Alabama 1995 — 1996
MBA, Master's of Business Administration
Spring Hill College 1990 — 1994
Bachelor of Science, Business Management
BB&T Investment Services January 2013 - Present
Skills
Retirement Planning, Investments, Fixed Annuities, Insurance, Disability Insurance, Life Insurance, Financial Planners, Health Insurance, Long Term Care Insurance, Business Planning, Securities, Small Business, Strategic Financial..., 401k, Mutual Funds, IRAs, Bonds, Retirement, Series 7, Long-term Care, Wealth Management, 401k Rollovers, ETFs, Stocks, Variable Annuities, College Savings Plans, Wealth, Wealth Accumulation, Investment Strategies, Asset Management, Asset Allocation, Portfolio Management, Financial Goals, Finance, Financial Services, Employee Benefits, Banking, Retail Banking, Term Life Insurance, Estate Planning, Financial Analysis, Risk Management, Whole Life, Universal Life, Income Protection, Succession Planning, Financial Advisory, Uniform Combined State..., Relationship Management, Investment Advisory
Education
Auburn University
B.S., Human Resource Management
BB&T August 2014 - Present
BB&T Investment Services December 2013 - July 2014
Merrill Lynch June 2011 - November 2013
Bank of America August 2008 - June 2011
Skills
Series 7, Retirement Planning, Wealth Management, Saving for Education, Investment Advisory, 401k Rollovers, Mutual Funds, Retirement, Asset Allocation, Investment Strategies, IRAs, Fixed Annuities, Variable Annuities, ETFs, Relationship Management, Wealth Management..., 401k, Strategic Financial..., Financial Planning, Banking, Credit, Finance, Investments
Education
King College 2010 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, magna cum laude
The Woodville Group, LLC October 2009 - Present
BB&T Investment Services September 2006 - October 2009
IronStone Bank September 2004 - October 2006
First Horizon National Corporation October 2003 - September 2004
Regions Financial Corporation June 1992 - October 2003
American Express Financial Advisors 1990 - 1992
Skills
Philanthropy, Planned Giving, Retirement Income..., Estate Planning, Insurance, Asset Management, Charitable Giving..., Trusts, Executive Compensation, Risk Management, Venture Philanthropy, Social Security Advisor, Individual Contributor, Classroom Instruction, Legacy Planning, Paddlesports, Outdoor Recreation, Fundraising, Retirement, Asset Managment, Executive Pay, Financial Services, Management, Wealth Management..., Finance, Strategy, Retirement Planning, Wealth, Financial Planning, Public Speaking, Financial Advisory, Wealth Management
Education
The American College 2009 — 2011
RICP, CAP, Philanthropic Advisory; Retirement, Estate and Tax Planning
London School of Economics and Political Science
International Business and Finance
University of Southern Mississippi
BSBA, Banking & Finance
Morgan Stanley Private Wealth Management August 2014 - Present
BB&T Investment Services February 2014 - August 2014
VectorGlobal Wealth Management Group September 2009 - February 2014
Standard Chartered Bank July 2007 - August 2009
American Express Private Bank September 2003 - July 2007
Pharmacia SELO, Inc. December 2000 - May 2003
American Express Bank Int'l April 1998 - November 2000
Coutts & Co Private Bank February 1996 - March 1998
Skills
Private Banking, Investment Advisory, Portfolio Management, Financial Markets, Fixed Income, Financial Analysis, Asset Managment, Equities, Wealth Management, Risk Management, Asset Management, Microsoft Office, Uniform Combined State..., Capital Markets, Banking, Corporate Finance, Investment Banking, AML, Customer Service, Credit, Investments, Financial Modeling, Commercial Banking, Spanish, Securities, Bloomberg, Bonds, Structured Products, Derivatives, Trading, Emerging Markets, Anti Money Laundering
Education
Florida International University
Bachelors, Finance
RCM&D February 2014 - Present
National Association Executives Forum August 2014 - Present
ADP November 2012 - August 2013
Mutual of America June 2012 - November 2012
Hillman Capital Management, Inc. March 2007 - June 2012
BB&T Investment Services May 2006 - February 2007
Morgan Stanley May 2003 - April 2006
CBIZ January 2002 - October 2002
T. Rowe Price June 2000 - January 2002
Education
St. Mary's College of Maryland
Bachelors, Political Science, Economics, Political Analysis
Great-West Financial September 2014 - August 2015
Advisors Asset Management August 2011 - January 2014
BIC Group, LLC May 2011 - August 2011
Prudential Financial January 2007 - December 2009
Hartford Financial Services Group August 2005 - November 2006
BB&T Investment Services 2003 - 2005
Skills
Mutual Funds, Public Speaking, Series 7, Series 63, Unit Investment Trusts, Separately Managed..., Variable Annuities, Fixed Annuities, Asset Management, Asset Allocation, Relationship Management, Wealth Management, Superior Communications..., Financial Advisory, Financial Services, Equities, Capital Markets, Series 65, Alternative Investments, Retirement Planning, Investments, Portfolio Management, Finance, Retirement, Securities, Investment Advisory, Series 6, 401k, Investment Strategies, FINRA, Fixed Income, Insurance
Education
Furman University 1995 — 1999
Bachelors of Arts, Political Science
TD Ameritrade April 2015 - Present
TradeKing August 2012 - April 2015
New York Life Insurance Company January 2011 - May 2011
BB&T Investment Services November 2007 - January 2009
Broker Dealer Investments October 2006 - November 2007
North American Clearing Inc September 2006 - October 2006
Walker Rose Inc October 2003 - November 2005
Hamershlag, Dodeles & Co September 2002 - October 2003
Cathay Financial July 1998 - February 2002
Fidelity Capital Markets August 1997 - July 1998
Skills
Securities, Equities, Trading, Investments, Series 7, Derivatives, Options, Bloomberg, Hedge Funds, Equity Trading, Bonds, Mergers & Acquisitions, Mutual Funds, Series 63, Asset Management, Fixed Income, Portfolio Management, Finance, Series 66, Series 24
Education
University of Illinois at Urbana-Champaign 1990 — 1992
M.S., Finance
Western Kentucky University 1986 — 1990
B.S., Finance
Crump Life Insurance Services March 2015 - Present
MetLife July 2013 - March 2015
BB&T Investment Services February 2012 - July 2013
Thompson Financial Group August 2011 - February 2012
SunTrust Bank January 2006 - August 2011
BATH AND BODY WORKS October 2005 - August 2006
BATH AND BODY WORKS August 2003 - October 2005
BELK DEPARTMENT STORE May 2002 - August 2003
Skills
Sales, Customer Service, Training, Financial Services, Banking, Selling, Management, Recruiting, Leadership, Insurance, Investments, Loans, Small Business, Retirement, Finance, Risk Management, Business Planning, Retirement Planning
Education
Belmont Abbey College 2010 — 2015
Bachelor of Arts (BA), BUSINESS MANAGEMENT
Belmont Abbey College 2010 — 2013
BA, Business
UNIVERSITY OF NORTH CAROLINA 1997 — 2000
Communications
BEAVER CREEK HIGH SCHOOL 1993 — 1997
UBS Financial Services, Inc July 2012 - Present
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) September 2007 - July 2012
BB&T Investment Services September 2005 - September 2007
Education
Liberty University 2001 — 2005
Bachelor of Science, Business - Finance
BB&T Investment Services June 2012 - Present
MassMutual Financial Group June 2009 - June 2012
Ameriprise Financial August 2006 - May 2009
Skills
Account Management, Banking, Disability Insurance, Finance, Financial Analysis, Financial Services, Insurance, Investments, Life Insurance, Long Term Care Insurance, Portfolio Management, Retirement, Retirement Planning, Sales, Series 7, Wealth Management
Education
James Madison University 2002 — 2006
Finance, Finance and Economics
BB&T Investment Services June 2013 - Present
BB&T November 2011 - June 2013
BB&T January 2011 - October 2011
Dick's Sporting Goods October 2010 - January 2011
Finish Line June 2009 - October 2010
Skills
Banking, Sales, Sales Management, Retail, Customer Service, Time Management, Customer Satisfaction, Loss Prevention, Merchandising, Visual Merchandising, Marketing, Retail Sales, Store Management, Inventory Management, Profit, Customer Retention, Investments, Client Services
Education
Norwich University 2011 — 2013
Master of Business Administration (MBA), Finance, General, 3.5
Lipscomb University 2005 — 2009
B.S, Marketing/Management
Finra
BB&T Investment Services August 2012 - Present
The Ark of Cleveland January 2010 - Present
SunTrust Bank September 2006 - June 2012
Northwestern Mutual 2005 - 2006
Skills
Series 6, Series 63, Investments, Series 7, Retirement Planning, Fixed Annuities, IRAs, Series 65, Banking, Long-term Care, Relationship Management, Financial Advisory, Mutual Funds, Investment Advisory, Financial Services, Cross Selling, Consumer Lending, Loans, Small Business Lending
Education
Lee University
Bachelor of Arts, Political Science, business
BB&T Investment Services January 2014 - Present
Virginia Commonwealth University: Department of Finance May 2015 - Present
Northwestern Mutual Financial Network September 2008 - December 2013
Education
University of Baltimore 2007 — 2009
Master of Business Administration, Finance
The University of New Mexico 2001 — 2006
Bachelor of Arts, History & Political Science
BB&T Investment Services September 2009 - Present
Edward Jones Investments 2007 - August 2009
Skills
Investment Management, Wealth Management, Stock Trading, Investment Planning, Equity Trading, Corporate Bond Trading, Municipal Bond Trading, Mutual Fund Portfolio..., Investment Advisory..., Retirement Planning, 401k Rollovers, Life Insurance Planning, Managed Money Advisory..., Variable Annuities, Fixed Annuities, Indexed Annuities, Unit Investment Trusts, Investments, Life Insurance, Banking, Credit, Asset Management
Education
University of Mary Washington 2003 — 2007
Bachelor's degree, Biology/Biological Sciences, General
Fairleigh Dickinson University
Bachelor's degree, Business Administration and Individualized Studies
Family Legacy Concepts LLC October 2014 - Present
MetLife Premier Client Group June 2004 - October 2014
BB&T Trust September 1999 - June 2001
BB&T Investment Services February 1996 - August 1999
NationsSecurities March 1994 - January 1996
Leonard Financial Planning Systems September 1992 - March 1994
Gallup Poll - UAI Market Research January 1990 - August 1992
Skills
Advisory Services, Financial Analysis, Estate Planning, Retirement Planning, Advisory Accounts, Investments, Asset Allocation, 401k, Mutual Funds, 529 Plans, Variable Annuities, Fixed Annuities, Long-term Care Insurance, Life Insurance
Education
College for Financial Planning 2000 — 2001
CFP(R), Financial Planning
Duke University 1970 — 1980
Bachelor's Degree, Economics
Monmouth College 1970 — 1971
Mathematics
Triad Dental Studio, Inc. February 2000 - Present
BB&T Investment Services January 1997 - January 2000
Skills
Financial Analysis, Financial Reporting, Managerial Finance, Budgets, Strategic Planning, Business Planning, Process Improvement, DAMAS Quailty System, OSHA, Business Development, Team Leadership, Customer Service, Customer Satisfaction, New Business Development, Time Management, Training, Business Strategy, Team Building, Management, Marketing, Sales, Product Development, Account Management, Entrepreneurship, Sales Management, Sales Operations, Sales Process, Healthcare, Marketing Strategy, Selling, Leadership, Small Business, Dentistry, Operations Management
Education
Salem College 1992 — 2000
BSBA, Accounting
NADL University 2008 — 2008
Certificate, Dental Laboratory Management
University of North Carolina at Greensboro 1978 — 1979
Gilly Development Corporation December 2011 - Present
BB&T Investment Services 2010 - 2011
Carolina Capital Management August 2009 - August 2010
Carolina Capital Management August 2009 - August 2010
Independent Mortgage of SC, LLC June 2008 - November 2008
Raymond James Financial Services June 2007 - September 2007
Skills
Investments, Portfolio Management, Microsoft Office, Valuation, Customer Relations, Financial Analysis
Education
College of Charleston 2004 — 2008
BS, Finance
College of Charleston 2004 — 2008
Bachelor of Science, Business Administration; Finance
BB&T Investment Services August 2011 - Present
Global Door Controls October 2007 - August 2011
RE/MAX Integrity October 2005 - October 2007
SMD Software, Inc. September 2003 - September 2005
Skills
Sales, Selling, Real Estate, Marketing, Customer Service, Account Management, Negotiation, Sales Management, Contract Negotiation, Team Building, Budgets, Strategic Planning, New Business Development, Management, Purchasing, Marketing Strategy, Investments, Investment Properties, Salesforce.com, Construction, Business Development, Insurance, Time Management, Sales Operations, Training, Leadership, Cold Calling, Residential Homes, Direct Sales, Process Scheduler, Customer Satisfaction
Education
State University of New York College at Brockport 1999 — 2003
Bachelor of Science in Business Administration, Marketing
TEKsystems January 2015 - Present
TEKsystems April 2014 - January 2015
Deloitte March 2013 - April 2014
Deloitte February 2012 - February 2013
Wachovia, A Wells Fargo Company October 2009 - June 2010
Wachovia Securities/Wells Fargo Advisors June 2006 - October 2009
BB&T Investment Services January 2004 - June 2006
Shenandoah Life Insurance Company August 2002 - May 2003
Chili Peppers Cafe January 1999 - August 2000
Skills
ITIL v3 Foundations..., BMC Remedy, Microsoft Office, Security Clearance, Sametime, Requirements Gathering, Requirements Analysis, Business Analysis, Risk Management, Financial Analysis, CompTIA, Security+, Active Directory, VMware, ITIL, Software Documentation, Integration, Security, Training, Troubleshooting, Management, Banking, Strategic Planning, Operations Management, Business Strategy, Finance, Analysis, Business Planning, Human Resources, Process Improvement, Mergers & Acquisitions, Time Management, Marketing, Sales, Account Management, Data Analysis, Program Management, Accounting, Vendor Management, Access, Business Process..., Portfolio Management, Auditing
Education
Radford University - College of Business and Economics 2010 — 2011
MBA, Business Administration, Finance, Economics
Roanoke College 2000 — 2003
BBA, Business Administration, Finance, Accounting
Radford High School 1992 — 1996
Advanced Studies Diploma
Fidelity Investments June 2014 - Present
BB&T Investment Services 2012 - 2014
MetLife Resources 2009 - 2012
MetLife Financial Services 2003 - 2009
"Super Duper Shoe Dawg" 1989 - 2002
Macy's 1984 - 1989
Skills
Retirement Planning, Insurance, Long-term Care, Disability Insurance, Wealth Accumulation..., Term Life Insurance, Investments, Small Business, Sales, Fixed Annuities, Finance, Wealth Management, Marketing, Financial Planning, Sales Management
Education
The American College
Chartered Advisor for Senior Living (CASL)
Southern Illinois University, Carbondale 1972 — 1975
BA, Psychology
BB&T Investment Services 1997 - Present
Education
Winthrop University 1980 — 1982
MBA, Finance
University of Buffalo 1974 — 1978
BB&T Investment Services January 2010 - Present
BB&T Investment Services May 2002 - December 2009
Skills
Series 7, Investments, Series 63, Series 24, Securities, FINRA
Education
College of Charleston 1995 — 2001
Mortgage Lending Division October 2014 - Present
PHH Mortgage January 2011 - December 2013
TD Ameritrade January 2009 - September 2010
BB&T Investment Services March 2005 - January 2009
Education
University of Florida - Warrington College Of Business 2002 — 2003
Master of Business Administration (MBA), Business Administration and Management, General
Stetson University 1994 — 1997
BBA, Finance
NAVAIR (The Naval Air Systems Command) January 2010 - Present
BB&T Investment Services March 2008 - September 2008
Education
Defense Acquisition University 2010 — 2010
Contract Management & Acquisition
George Mason University 2009 — 2009
Certificate Program, Contracting with the Federal Government
University of Virginia Darden School of Business 1978 — 1980
University of Virginia 1972 — 1976
BA, Government & Economics
Fresh Heads Lice Removal March 2012 - Present
BB&T Investment Services March 2006 - March 2008
Skills
Wealth Management, Series 7, Portfolio Management, Series 63, Series 65, Banking, Asset Allocation, Investments, Retirement Planning, Investment Advisory, Private Banking, Retail Banking, Investment Management, Uniform Combined State..., Wealth Management..., Strategic Financial..., Insurance, Asset Management
Education
Florida State University - College of Business 1994 — 2002
Master of Business Administration (MBA), Entrepreneurial and Small Business Operations
Florida State University 1994 — 1998
Bachelor of Science (B.S.), Economics
BB&T Investment Services July 2014 - August 2015
National Securities Corporation / National Asset Management December 2009 - July 2014
Elite Wealth Management November 2006 - July 2014
GunnAllen Financial March 2003 - December 2009
First Montauk Securities Corporation February 2000 - March 2003
Pruco Securities Corporation December 1999 - February 2000
First Colonial Securites Corporation October 1997 - December 1999
Ursuline Services August 1994 - October 1997
Skills
Retirement Planning, Investments, Insurance, Securities, Equities, Wealth, Health Insurance, Strategic Financial..., Series 7, Financial Advisory, Mutual Funds, Investment Advisory, Portfolio Management, Life Insurance, Fixed Annuities, Retirement, Series 63, Asset Management, Asset Allocation, Financial Services, Alternative Investments, 401k, Term Life Insurance, Investment Strategies, Investment Banking, Fixed Income, Financial Analysis, Wealth Management, Risk Management, Estate Planning, Private Equity, Hedge Funds, Bonds, Finance, FINRA
Education
Slippery Rock University of Pennsylvania 1990 — 1994
B.S, Health Services Administration
BB&T Investment Services June 2008 - Present
Edward Jones & Merrill Lynch January 2007 - March 2008
Safeco Insurance February 2001 - December 2006
Federated Department Stores/Macy's January 1998 - January 2001
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2010
Atlanta Leadership Symposium, Executive Leadership
University of Georgia - Terry College of Business 1994 — 1998
BBA, Marketing
BB&T Investment Services January 2010 - Present
BB&T Investment Services January 2008 - January 2010
BB&T Investment Services September 2006 - January 2008
Wachovia Securities 2000 - 2005
Wachovia Securities 2000 - 2005
Skills
Series 63, Series 7, Series 6, Mutual Funds, Series 24, Investments, Equities, Relationship Management, Securities
Education
State University of New York at Oswego 1996 — 1998
Bachelor of Science, Business Administration
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BB&T Investment Services April 2011 - Present
Edward Jones April 2008 - April 2011
Bose Corporation September 1997 - March 2008
Bose Corporation 1997 - 2008
MC Assembly October 1996 - September 1997
Motorola January 1992 - January 1996
Skills
Process Improvement, Six Sigma, Cross-functional Team..., Lean Manufacturing, Process Engineering, Product Development, Project Management, Continuous Improvement, Manufacturing, Program Management, Strategic Planning, Kaizen, Analysis, Risk Management, Leadership, Investments, Quality Assurance, Finance, Financial Analysis, Management, Forecasting, MS Project, Customer Service, Troubleshooting, Team Leadership, Team Building, Training, Change Management
Education
The University of Texas at Austin 1984 — 1991
Bachelor of Science, Chemical Engineering
BB&T Investment Services September 2014 - Present
Merrill Lynch February 2013 - September 2014
Salisbury University August 2010 - December 2010
Salisbury University January 2009 - December 2010
Skills
Financial Analysis, Economics, Microsoft Excel, Financial Modeling, Research, PowerPoint, Data Analysis, Investments, Microsoft Office, Bloomberg, Analysis, Corporate Finance, Access, Accounting
Education
Salisbury University - Perdue School of Business 2009 — 2010
Bachelor of Science, International Business Administration
Salisbury University - Perdue School of Business 2009 — 2010
Bachelor of Science, Finance
College of Southern Maryland 2005 — 2007
Associate of Arts and Sciences (A.A.S.), Social Sciences/Psychology
BB&T Investment Services November 2013 - Present
Thrivent Financial for Lutherans September 2011 - November 2013
First Federal 2007 - October 2011
Coastal Federal Bank 2004 - 2007
Skills
Series 7, Series 66, Sc life and health, Finance, Investments, Portfolio Management, Financial Services, Financial Analysis, Credit, Loans, Uniform Combined State..., Consumer Lending
Education
Coastal Carolina University 1997 — 2003
BS, Business Administration
BB&T Investment Services January 2014 - Present
Citibank October 2011 - September 2014
JPMorgan Chase March 2008 - October 2011
Skills
Banking, Credit, Loans, Mortgage Lending, Risk Management, Financial Analysis, Portfolio Management, Credit Analysis, Fixed Income, Commercial Banking, Equities, Credit Risk, Investment Banking, Retail Banking, Investments, Mortgage Banking, Commercial Lending, Small Business Lending, Business Analysis, Sales, Marketing, Relationship Management, Finance, Financial Services, Series 7, Branch Banking, Series 63, Insurance, Mutual Funds, Securities
Education
DeVry University 2011 — 2014
Bachelor of Business Administration (B.B.A.), Sales and Marketing, 4.0
The Wellspring Group 2005 - Present
BB&T Investment Services 2004 - 2005
SouthTrust Bank 2001 - 2004
First Union 1994 - 2001
Oscar Mayer Foods Corp 1988 - 1994
Education
University of North Carolina at Chapel Hill 1983 — 1985
Bachelor of Arts, Economics
Wells Fargo Advisors March 2015 - Present
Janney Montgomery Scott March 2013 - March 2015
Wells Fargo Advisors January 2012 - March 2013
LPL Financial July 2011 - January 2012
LPL Financial August 2010 - July 2011
BB&T Investment Services July 2002 - May 2010
Smith Barney 1998 - 2002
Skills
Microsoft Office, Management, Beta, Oracle, IBPM and..., Training, Business Development, Program Management, Marketing, SharePoint, Coaching, Customer Service, Sales Management, Team Management, Investments, Mutual Funds, Securities
Education
University of North Carolina at Wilmington
BB&T Investment Services 2014 - Present
Wells Fargo Advisors October 2011 - Present
SunTrust Bank April 2001 - September 2002
Skills
Banking, Financial Management, Investments, Partner Relationship..., Retirement Planning, Managerial Finance, Portfolio Management, Partner Management, Wealth Management, Financial Services, Finance, Mutual Funds
Education
Syracuse University
BA, Russian Studies and Economics (Dual degree)
Virginia Commonwealth University
MBA, Management and Finance
Seton Catholic
Bank of America November 2013 - August 2015
Wells Fargo Advisors January 2011 - March 2013
Merrill Lynch/BanK of America Investments January 2010 - January 2011
Finance January 2009 - January 2010
Metlife Resources January 2008 - January 2009
Aon Hewitt January 2006 - January 2008
TIAA-CREF January 2006 - March 2006
BB&T Investment Services January 2005 - January 2006
Ruesch International January 2002 - January 2004
Man Financial January 2000 - January 2002
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java
Education
Indiana University Bloomington 1988 — 1992
Bachelor's degree, English Language and Literature/Letters
Rollins College 1987 — 1988
Indiana University
Bachelor of Arts, Liberal Arts