Carolina Capital Markets
Industry: Capital market company
DescriptionFounded: 1994 Parent organization: Academy Securities Inc.
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Carolina Capital Markets Employees
Employee
Years
Job
Industry
Steven Pena Steven Pena's Carolina Capital Markets Experience June 2006 - November 2006
Job Senior Financial Analyst at the AICPA
Industry Accounting
Experience
AICPA July 2014 - Present
AICPA August 2012 - June 2014
AICPA January 2012 - August 2012
North Carolina State University December 2010 - January 2012
Performance Automotive November 2010 - December 2010
Duke University Medical Center July 2009 - October 2010
Duke University April 2008 - July 2009
Performance Automall August 2007 - April 2008
Carolina Capital Markets June 2006 - November 2006
Skills
Financial Reporting, Financial Analysis, Forecasting, Budgets, Process Improvement, Managerial Finance, Analysis, Accounting, Microsoft Excel, Auditing, Data Analysis, Access, Internal Controls, US GAAP, Account Reconciliation, Pivot Tables, Research Administration, Financial Modeling, Microsoft Office, Accounts Payable, Fixed Assets, Capital Budgeting, Teamwork, GAAP, Financial Accounting, Variance Analysis, Financial Forecasting, Management Accounting, Journal Entries, Analytics, Financial Variance..., Budgeting, Leadership, Business Analysis, Strategic Planning, Business Process..., Data Visualization, Excel Dashboards
Education
University of Louisiana at Lafayette 2003 — 2005
Bachelors, Business Administration - Finance
New Mexico Junior College 2001 — 2003
AICPA July 2014 - Present
AICPA August 2012 - June 2014
AICPA January 2012 - August 2012
North Carolina State University December 2010 - January 2012
Performance Automotive November 2010 - December 2010
Duke University Medical Center July 2009 - October 2010
Duke University April 2008 - July 2009
Performance Automall August 2007 - April 2008
Carolina Capital Markets June 2006 - November 2006
Skills
Financial Reporting, Financial Analysis, Forecasting, Budgets, Process Improvement, Managerial Finance, Analysis, Accounting, Microsoft Excel, Auditing, Data Analysis, Access, Internal Controls, US GAAP, Account Reconciliation, Pivot Tables, Research Administration, Financial Modeling, Microsoft Office, Accounts Payable, Fixed Assets, Capital Budgeting, Teamwork, GAAP, Financial Accounting, Variance Analysis, Financial Forecasting, Management Accounting, Journal Entries, Analytics, Financial Variance..., Budgeting, Leadership, Business Analysis, Strategic Planning, Business Process..., Data Visualization, Excel Dashboards
Education
University of Louisiana at Lafayette 2003 — 2005
Bachelors, Business Administration - Finance
New Mexico Junior College 2001 — 2003
Dan Weber's Carolina Capital Markets Experience March 2009 - July 2011
Job Institutional Fixed Income
Industry Capital Markets
Experience
Sterne Agee November 2011 - Present
Carolina Capital Markets March 2009 - July 2011
Jubilee Centre June 2009 - May 2011
Skills
Fixed Income, Public Speaking, Process Consulting, Sales, CMBS, Bloomberg, Microsoft Excel, PowerPoint, Fixed Income Analysis, MBS, Total Return, Bonds, Capital Markets, Hedge Funds, Trading
Education
Wheaton College 1999 — 2001
BA, C.E.
Indiana University Bloomington 1996 — 1998
Sterne Agee November 2011 - Present
Carolina Capital Markets March 2009 - July 2011
Jubilee Centre June 2009 - May 2011
Skills
Fixed Income, Public Speaking, Process Consulting, Sales, CMBS, Bloomberg, Microsoft Excel, PowerPoint, Fixed Income Analysis, MBS, Total Return, Bonds, Capital Markets, Hedge Funds, Trading
Education
Wheaton College 1999 — 2001
BA, C.E.
Indiana University Bloomington 1996 — 1998
Joli Stockwell Joli Stockwell's Carolina Capital Markets Experience July 2009 - October 2010
Job Leasing Representative at Tanger Factory Outlet Centers, Inc.
Industry Real Estate
Experience
Tanger Factory Outlet Centers, Inc. August 2011 - Present
Carolina Capital Markets July 2009 - October 2010
Credit Suisse May 2006 - February 2009
Skills
Fixed Income, Bloomberg, Equities, Financial Modeling, Series 7, Prime Brokerage, Series 63, Corporate Finance, Investments, Asset Management, Hedge Funds
Education
University of North Carolina at Chapel Hill
BA, Economics
University of North Carolina at Chapel Hill
Tanger Factory Outlet Centers, Inc. August 2011 - Present
Carolina Capital Markets July 2009 - October 2010
Credit Suisse May 2006 - February 2009
Skills
Fixed Income, Bloomberg, Equities, Financial Modeling, Series 7, Prime Brokerage, Series 63, Corporate Finance, Investments, Asset Management, Hedge Funds
Education
University of North Carolina at Chapel Hill
BA, Economics
University of North Carolina at Chapel Hill
Melissa Pendergrass Melissa Pendergrass's Carolina Capital Markets Experience May 2007 - February 2013
Job CEO at Falcon Square Capital
Industry Capital Markets
Experience
Falcon Square Capital March 2013 - Present
Carolina Capital Markets May 2007 - February 2013
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Falcon Square Capital March 2013 - Present
Carolina Capital Markets May 2007 - February 2013
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Jameer Logan's Carolina Capital Markets Experience October 2012 - May 2013
Job Listed Derivatives Operations Specialist
Industry Financial Services
Experience
Credit Suisse August 2014 - Present
Credit Suisse May 2014 - July 2014
Fidelity Investments October 2013 - May 2014
Carolina Capital Markets October 2012 - May 2013
Skills
Financial Understanding, Security Analysis, Data Analysis, Critical Thinking, Microsoft Excel, Microsoft Office, Leadership, PowerPoint, Financial Analysis, Time Management, Research, Public Speaking, Customer Service, Access, Microsoft Word, Analysis, Finance, Spanish, Economics, Teamwork, Investments
Education
University of North Carolina at Chapel Hill 2011 — 2013
BA, Economics
Wake Technical Community College 2009 — 2011
Associate of Arts (AA)
Credit Suisse August 2014 - Present
Credit Suisse May 2014 - July 2014
Fidelity Investments October 2013 - May 2014
Carolina Capital Markets October 2012 - May 2013
Skills
Financial Understanding, Security Analysis, Data Analysis, Critical Thinking, Microsoft Excel, Microsoft Office, Leadership, PowerPoint, Financial Analysis, Time Management, Research, Public Speaking, Customer Service, Access, Microsoft Word, Analysis, Finance, Spanish, Economics, Teamwork, Investments
Education
University of North Carolina at Chapel Hill 2011 — 2013
BA, Economics
Wake Technical Community College 2009 — 2011
Associate of Arts (AA)
Deborah Tustin Deborah Tustin's Carolina Capital Markets Experience 2009 - 2012
Job Financial Executive ► Relationship Manager ♦ Business Developer ♦ Community Organizer ♦ Game Changer
Industry Financial Services
Experience
Tustin Consulting December 2013 - Present
Horsham Township January 2010 - Present
Wells Fargo Advisors, LLC February 2012 - December 2013
Carolina Capital Markets 2009 - 2012
The Gwynedd Company 2007 - 2009
St. Mary Magdalene Church 1985 - 2000
Provident Bank 1988 - 1989
E.F. Hutton 1987 - 1988
The Chase Manhattan Bank 1983 - 1987
Skills
Investments, Retirement Planning, Portfolio Management, Finance, Asset Allocation, 401k, Fixed Income, Financial Analysis, Financial Advisory, Management, Retirement, Leadership, Mutual Funds, Asset Management, Strategic Planning, Series 7, Wealth Management, Investment Strategies, Variable Annuities, Equities, Financial Services, Sales, New Business Development, Trading, Fixed Annuities, Investment Advisory, ETFs, Risk Assessment, Bonds, Research, Insurance, Stocks, Pensions, Risk Management, Relationship Management, Customer Service, Capital Markets, Retirement Plan..., Sales Management, Investment Management, Marketing Strategy, Financial Reporting, Budgets, Project Management, Alternative Investments, Institutional Relations, Series 66, Employee Benefits, Team Management, Financial & Operational...
Education
University of Pennsylvania - The Wharton School
Bachelor of Business Administration (BBA), Finance, Marketing, Management
Tustin Consulting December 2013 - Present
Horsham Township January 2010 - Present
Wells Fargo Advisors, LLC February 2012 - December 2013
Carolina Capital Markets 2009 - 2012
The Gwynedd Company 2007 - 2009
St. Mary Magdalene Church 1985 - 2000
Provident Bank 1988 - 1989
E.F. Hutton 1987 - 1988
The Chase Manhattan Bank 1983 - 1987
Skills
Investments, Retirement Planning, Portfolio Management, Finance, Asset Allocation, 401k, Fixed Income, Financial Analysis, Financial Advisory, Management, Retirement, Leadership, Mutual Funds, Asset Management, Strategic Planning, Series 7, Wealth Management, Investment Strategies, Variable Annuities, Equities, Financial Services, Sales, New Business Development, Trading, Fixed Annuities, Investment Advisory, ETFs, Risk Assessment, Bonds, Research, Insurance, Stocks, Pensions, Risk Management, Relationship Management, Customer Service, Capital Markets, Retirement Plan..., Sales Management, Investment Management, Marketing Strategy, Financial Reporting, Budgets, Project Management, Alternative Investments, Institutional Relations, Series 66, Employee Benefits, Team Management, Financial & Operational...
Education
University of Pennsylvania - The Wharton School
Bachelor of Business Administration (BBA), Finance, Marketing, Management
Larry Grant Larry Grant's Carolina Capital Markets Experience October 2004 - February 2008
Job Wealth Management Consultant
Industry Financial Services
Experience
MetLife July 2013 - Present
EMS Law Firm May 2011 - July 2013
Grant Wise Investments February 2009 - July 2013
Carolina Capital Markets October 2004 - February 2008
UPS September 2001 - May 2006
Education
UNC Chapel Hill 1997 — 2001
Bachelor of Applied Science (B.A.Sc.), Sports and Exercise
NC State
University of North Carolina at Chapel Hill
Bachelor of Science, Exercise and Sports Science
West Craven
MetLife July 2013 - Present
EMS Law Firm May 2011 - July 2013
Grant Wise Investments February 2009 - July 2013
Carolina Capital Markets October 2004 - February 2008
UPS September 2001 - May 2006
Education
UNC Chapel Hill 1997 — 2001
Bachelor of Applied Science (B.A.Sc.), Sports and Exercise
NC State
University of North Carolina at Chapel Hill
Bachelor of Science, Exercise and Sports Science
West Craven
Michael Viscusi Michael Viscusi's Carolina Capital Markets Experience May 2006 - August 2006
Job Senior Associate, Acquisitions at Mainstreet
Industry Investment Management
Experience
Giddy April 2012 - Present
Mainstreet May 2015 - September 2015
Mainstreet November 2014 - May 2015
Hatteras Funds November 2013 - November 2014
Hatteras Funds October 2011 - November 2013
Aspen Partners, Ltd. October 2009 - October 2011
Aspen Partners, Ltd. December 2007 - October 2009
Carolina Capital Markets May 2006 - August 2006
Skills
Managed Futures, Hedge Funds, Due Diligence, Portfolio Management, Mutual Funds, Alternative Investments, Asset Allocation, Commodity, Investments, Private Equity, Asset Managment, Asset Management, Securities, Equities, Bloomberg, Investment Strategies, Investment Management, Financial Modeling, Fixed Income, Trading, Valuation, Equity Research, Start-ups, Financial Advisory, Investor Relations, General Awesomeness
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2014
Master of Business Administration (M.B.A.), Finance
St. Andrews Presbyterian College 2003 — 2007
B.A., Finance, cum laude
Giddy April 2012 - Present
Mainstreet May 2015 - September 2015
Mainstreet November 2014 - May 2015
Hatteras Funds November 2013 - November 2014
Hatteras Funds October 2011 - November 2013
Aspen Partners, Ltd. October 2009 - October 2011
Aspen Partners, Ltd. December 2007 - October 2009
Carolina Capital Markets May 2006 - August 2006
Skills
Managed Futures, Hedge Funds, Due Diligence, Portfolio Management, Mutual Funds, Alternative Investments, Asset Allocation, Commodity, Investments, Private Equity, Asset Managment, Asset Management, Securities, Equities, Bloomberg, Investment Strategies, Investment Management, Financial Modeling, Fixed Income, Trading, Valuation, Equity Research, Start-ups, Financial Advisory, Investor Relations, General Awesomeness
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2014
Master of Business Administration (M.B.A.), Finance
St. Andrews Presbyterian College 2003 — 2007
B.A., Finance, cum laude
Wendi Denny Wendi Denny's Carolina Capital Markets Experience January 2011 - Present
Job Institutional Fixed Income Sales at Academy Securities
Industry Financial Services
Experience
Academy Securities July 2014 - Present
Carolina Capital Markets January 2011 - Present
Pillow Talk 2004 - June 2012
Skills
Direct Sales, Project Coordination, Marketing Strategy, Small Business, Series 7, 63
Education
University of North Carolina at Greensboro 1991 — 1994
BS, Political Science
Peace College 1989 — 1991
AA
Academy Securities July 2014 - Present
Carolina Capital Markets January 2011 - Present
Pillow Talk 2004 - June 2012
Skills
Direct Sales, Project Coordination, Marketing Strategy, Small Business, Series 7, 63
Education
University of North Carolina at Greensboro 1991 — 1994
BS, Political Science
Peace College 1989 — 1991
AA
Steve Smart Steve Smart's Carolina Capital Markets Experience January 2014 - July 2014
Job High Yield Bond Analyst at Smart Bond Research LLC
Industry Investment Management
Experience
Smart Bond Research LLC January 2015 - Present
Academy Securities July 2014 - December 2014
Carolina Capital Markets January 2014 - July 2014
Stansberry Investment Research September 2012 - January 2014
Carolina Capital Markets August 2010 - September 2012
Dubuque Bank & Trust September 2009 - March 2010
Midwest Asset Management, Inc. October 2008 - September 2009
ABN AMRO November 1998 - December 2007
Thomson Global Markets July 1997 - November 1998
Fleet-paid Outplacement Office January 1996 - July 1997
Skills
fixed income analysis, Credit Analysis, Macroeconomics, Analysis, Fixed Income, Bonds, Portfolio Management, Bloomberg, Investments, Asset Managment, Trading, Equities, Fixed Income Analysis, Securities, Asset Management, Financial Analysis, Financial Markets, Hedging, Mutual Funds, Derivatives, Hedge Funds, Finance
Education
University of Wisconsin-Madison 1974 — 1975
M.S., Finance, Investment & Banking
Harvard University 1968 — 1972
B.A., English
Smart Bond Research LLC January 2015 - Present
Academy Securities July 2014 - December 2014
Carolina Capital Markets January 2014 - July 2014
Stansberry Investment Research September 2012 - January 2014
Carolina Capital Markets August 2010 - September 2012
Dubuque Bank & Trust September 2009 - March 2010
Midwest Asset Management, Inc. October 2008 - September 2009
ABN AMRO November 1998 - December 2007
Thomson Global Markets July 1997 - November 1998
Fleet-paid Outplacement Office January 1996 - July 1997
Skills
fixed income analysis, Credit Analysis, Macroeconomics, Analysis, Fixed Income, Bonds, Portfolio Management, Bloomberg, Investments, Asset Managment, Trading, Equities, Fixed Income Analysis, Securities, Asset Management, Financial Analysis, Financial Markets, Hedging, Mutual Funds, Derivatives, Hedge Funds, Finance
Education
University of Wisconsin-Madison 1974 — 1975
M.S., Finance, Investment & Banking
Harvard University 1968 — 1972
B.A., English
Michael Stevens CFA's Carolina Capital Markets Experience 1999 - 2002
Job Fixed Income Portfolio and Relationship Manager
Industry Investment Management
Experience
The Colony Group LLC October 2005 - December 2008
Old Harbor Capital Management February 2002 - October 2005
Carolina Capital Markets 1999 - 2002
ING Investment Management 1995 - 1999
American General 1993 - 1995
CIGNA 1977 - 1993
Education
Massachusetts Institute of Technology - Sloan School of Management 1975 — 1977
University of Florida 1971 — 1975
BS, Economics
Woodberry Forest School 1968 — 1971
Diploma
The Colony Group LLC October 2005 - December 2008
Old Harbor Capital Management February 2002 - October 2005
Carolina Capital Markets 1999 - 2002
ING Investment Management 1995 - 1999
American General 1993 - 1995
CIGNA 1977 - 1993
Education
Massachusetts Institute of Technology - Sloan School of Management 1975 — 1977
University of Florida 1971 — 1975
BS, Economics
Woodberry Forest School 1968 — 1971
Diploma
Conor Quinn Conor Quinn's Carolina Capital Markets Experience May 2013 - July 2013
Job Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2015 - Present
Duke University September 2014 - May 2015
Goldman Sachs June 2014 - August 2014
Duke University January 2014 - May 2014
United States Foreign Commercial Service, Shanghai September 2013 - December 2013
Carolina Capital Markets May 2013 - July 2013
Skills
Conversational Fluency...
Education
Duke University 2011 — 2015
Bachelor’s Degree, Public Policy Analysis and Asian & Middle Eastern Studies (Chinese Concentration)
Governor Livingston High School
High School
Goldman Sachs July 2015 - Present
Duke University September 2014 - May 2015
Goldman Sachs June 2014 - August 2014
Duke University January 2014 - May 2014
United States Foreign Commercial Service, Shanghai September 2013 - December 2013
Carolina Capital Markets May 2013 - July 2013
Skills
Conversational Fluency...
Education
Duke University 2011 — 2015
Bachelor’s Degree, Public Policy Analysis and Asian & Middle Eastern Studies (Chinese Concentration)
Governor Livingston High School
High School
Richard (RJ) Yost's Carolina Capital Markets Experience August 2012 - December 2012
Job Business Development Manager, Amazon Appstore
Industry Computer Software
Experience
Amazon August 2014 - Present
Global Payments, Inc. May 2013 - July 2014
Merck November 2012 - May 2013
Carolina Capital Markets August 2012 - December 2012
Lineberger Comprehensive Cancer Center - University of North Carolina at Chapel Hill June 2008 - October 2012
Duke University Medical Center Institute for Genome Sciences and Poicy (IGSP) June 2006 - July 2008
Skills
Microsoft Office, Research, GMP, Sales, Business Development, Molecular Biology, Data Analysis, Strategic Partnerships, Cell Biology, Salesforce.com, Mobile Payments, Leadership, Electronic Payments, Payment Industry, SaaS, Dreamweaver, Finance, Genetics, Payments, Technology, Quality Control, Editing, Mobile Technology, Business Strategy, Software Integrations, Due Diligence, Java, Biotechnology, PCR, Software Project..., Strategic Consulting, Software Industry, Go-to-market Strategy, Macromedia, Bloomberg, C++, Computer Hardware, Audio/Video Systems, Video Production, Trading, Cancer Research, Breast Cancer Research, Bioinformatics, Microarray, Mass Spectrometry, Emerson DeltaV, Werum PAS-X, SAP
Education
University of North Carolina at Chapel Hill 2008 — 2012
Bachelor of Science, Biology, Chemistry
East Chapel Hill High School 2004 — 2008
Amazon August 2014 - Present
Global Payments, Inc. May 2013 - July 2014
Merck November 2012 - May 2013
Carolina Capital Markets August 2012 - December 2012
Lineberger Comprehensive Cancer Center - University of North Carolina at Chapel Hill June 2008 - October 2012
Duke University Medical Center Institute for Genome Sciences and Poicy (IGSP) June 2006 - July 2008
Skills
Microsoft Office, Research, GMP, Sales, Business Development, Molecular Biology, Data Analysis, Strategic Partnerships, Cell Biology, Salesforce.com, Mobile Payments, Leadership, Electronic Payments, Payment Industry, SaaS, Dreamweaver, Finance, Genetics, Payments, Technology, Quality Control, Editing, Mobile Technology, Business Strategy, Software Integrations, Due Diligence, Java, Biotechnology, PCR, Software Project..., Strategic Consulting, Software Industry, Go-to-market Strategy, Macromedia, Bloomberg, C++, Computer Hardware, Audio/Video Systems, Video Production, Trading, Cancer Research, Breast Cancer Research, Bioinformatics, Microarray, Mass Spectrometry, Emerson DeltaV, Werum PAS-X, SAP
Education
University of North Carolina at Chapel Hill 2008 — 2012
Bachelor of Science, Biology, Chemistry
East Chapel Hill High School 2004 — 2008
Kyle Krasicky Kyle Krasicky's Carolina Capital Markets Experience May 2011 - August 2011
Job Helping Companies Connect Talent with Opportunity
Industry Internet
Experience
LinkedIn January 2015 - Present
LinkedIn January 2014 - January 2015
LinkedIn August 2013 - December 2013
LinkedIn March 2013 - July 2013
LinkedIn June 2012 - February 2013
Appia March 2012 - May 2012
Carolina Capital Markets May 2011 - August 2011
Maverick China Research June 2010 - August 2010
Skills
Salesforce.com, Social Media, Sales, Leadership, Business Development, Social Selling, Public Speaking, Social Media Marketing
Education
University of North Carolina at Chapel Hill
BA, Economics
Western Guilford High School
LinkedIn January 2015 - Present
LinkedIn January 2014 - January 2015
LinkedIn August 2013 - December 2013
LinkedIn March 2013 - July 2013
LinkedIn June 2012 - February 2013
Appia March 2012 - May 2012
Carolina Capital Markets May 2011 - August 2011
Maverick China Research June 2010 - August 2010
Skills
Salesforce.com, Social Media, Sales, Leadership, Business Development, Social Selling, Public Speaking, Social Media Marketing
Education
University of North Carolina at Chapel Hill
BA, Economics
Western Guilford High School
Richard Yau Richard Yau's Carolina Capital Markets Experience June 2009 - September 2009
Job CEO/CoFounder of Bright Cellars
Industry Internet
Experience
Bright Cellars February 2014 - Present
NutraClick October 2012 - February 2014
NutraClick September 2011 - October 2012
NutraClick October 2010 - September 2011
NutraClick June 2010 - September 2010
Carolina Capital Markets June 2009 - September 2009
MIT Sloan School of Management June 2009 - August 2009
Skills
Wine, Business Development, Entrepreneurship, E-commerce, Digital Marketing, Start-ups, Online Advertising, Lead Generation, Product Management, Strategy, Market Analysis, Product Development, Email Marketing, Team Building, Business Strategy, Product Marketing, Analytics, Direct Sales, Product Launch, Social Marketing, Landing Page..., Brand Incubation and..., FMCG, Marketing Analytics, CPG, Financial Analysis, Cross-functional Team..., Financial Modeling
Education
MIT Sloan School of Management 2006 — 2010
Bachelor's Degree, Management, Finance Concentration, Economics Minor
MIT
Bachelor's Degree, Music
Sacred Heart Cathedral Preparatory 2002 — 2006
San Francisco, CA
Bright Cellars February 2014 - Present
NutraClick October 2012 - February 2014
NutraClick September 2011 - October 2012
NutraClick October 2010 - September 2011
NutraClick June 2010 - September 2010
Carolina Capital Markets June 2009 - September 2009
MIT Sloan School of Management June 2009 - August 2009
Skills
Wine, Business Development, Entrepreneurship, E-commerce, Digital Marketing, Start-ups, Online Advertising, Lead Generation, Product Management, Strategy, Market Analysis, Product Development, Email Marketing, Team Building, Business Strategy, Product Marketing, Analytics, Direct Sales, Product Launch, Social Marketing, Landing Page..., Brand Incubation and..., FMCG, Marketing Analytics, CPG, Financial Analysis, Cross-functional Team..., Financial Modeling
Education
MIT Sloan School of Management 2006 — 2010
Bachelor's Degree, Management, Finance Concentration, Economics Minor
MIT
Bachelor's Degree, Music
Sacred Heart Cathedral Preparatory 2002 — 2006
San Francisco, CA
Quin Cogdell Quin Cogdell's Carolina Capital Markets Experience May 2008 - September 2008
Job Head of Product Development and CFO at A2 Access, LLC
Industry Financial Services
Experience
A2 Access January 2014 - Present
A2 Access May 2012 - Present
A2 Access May 2012 - February 2014
General Assemb.ly September 2013 - December 2013
PwC September 2011 - May 2012
PricewaterhouseCoopers July 2010 - September 2011
Carolina Capital Markets May 2008 - September 2008
Skills
CPA, SEC filings, Due Diligence, Tax, Financial Accounting, Hedge Funds, Auditing, Tax Accounting, Corporate Tax, Finance, Investment Banking, Mergers, GAAP, Sarbanes-Oxley Act, US GAAP, Private Equity, Risk Management, Internal Controls, Big 4, Financial Statement...
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2010
Master, Accounting
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2009
BSBA, Concentraion: Finance, Minor: Spanish
A2 Access January 2014 - Present
A2 Access May 2012 - Present
A2 Access May 2012 - February 2014
General Assemb.ly September 2013 - December 2013
PwC September 2011 - May 2012
PricewaterhouseCoopers July 2010 - September 2011
Carolina Capital Markets May 2008 - September 2008
Skills
CPA, SEC filings, Due Diligence, Tax, Financial Accounting, Hedge Funds, Auditing, Tax Accounting, Corporate Tax, Finance, Investment Banking, Mergers, GAAP, Sarbanes-Oxley Act, US GAAP, Private Equity, Risk Management, Internal Controls, Big 4, Financial Statement...
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2010
Master, Accounting
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2009
BSBA, Concentraion: Finance, Minor: Spanish
Keaton Wright Keaton Wright's Carolina Capital Markets Experience 2009 - March 2013
Job Partner at Falcon Square Capital
Industry Financial Services
Experience
Falcon Square Capital 2013 - Present
Carolina Capital Markets 2009 - March 2013
SEDA-COG Energy Resource Center May 2008 - January 2009
Skills
Trading, Fixed Income, Securities, Debt, Series 24, Series 7, Series 63, High Yield Bonds, Convertible Bonds, Alternative Investments, Bloomberg
Education
Bucknell University 2006 — 2009
Bachelor of Arts (B.A.), Geography, International Relations
University of Colorado at Boulder - Leeds School of Business 2005 — 2006
Business Administration and Management, General
Valley Forge Military Academy & College 2002 — 2005
Poughkeepsie Day School 1999 — 2002
Falcon Square Capital 2013 - Present
Carolina Capital Markets 2009 - March 2013
SEDA-COG Energy Resource Center May 2008 - January 2009
Skills
Trading, Fixed Income, Securities, Debt, Series 24, Series 7, Series 63, High Yield Bonds, Convertible Bonds, Alternative Investments, Bloomberg
Education
Bucknell University 2006 — 2009
Bachelor of Arts (B.A.), Geography, International Relations
University of Colorado at Boulder - Leeds School of Business 2005 — 2006
Business Administration and Management, General
Valley Forge Military Academy & College 2002 — 2005
Poughkeepsie Day School 1999 — 2002
Lee Palles Lee Palles's Carolina Capital Markets Experience 2009 - 2010
Job President, arCHPower Solutions, LLC
Industry Oil & Energy
Experience
arCHPower Solutions 2013 - Present
Langson Energy August 2011 - December 2012
Texas Natural Resources LLC July 2010 - April 2011
LNP Consulting, LLC 2005 - 2011
Carolina Capital Markets 2009 - 2010
Infostrength 2005 - 2009
Hatteras Investment Partners 2006 - 2008
nTouch Research 1998 - 2005
Ganymede Software 1996 - 1999
NetEdge Systems 1994 - 1998
Skills
Strategy, Mergers & Acquisitions, Venture Capital, Finance, Business Development, Portfolio Management, Management, Leadership, Business Planning, Renewable Energy, Funding, Project Management, Fundraising, Start-ups, Due Diligence, New Business Development, Private Equity, Energy, Entrepreneurship, Financial Analysis, Sales, Fixed Income, Financial Services, Corporate Development, Financial Modeling, Business Valuation, Corporate Finance
Education
Mississippi State University 1974 — 1979
BSBA, Accounting
PBHS
arCHPower Solutions 2013 - Present
Langson Energy August 2011 - December 2012
Texas Natural Resources LLC July 2010 - April 2011
LNP Consulting, LLC 2005 - 2011
Carolina Capital Markets 2009 - 2010
Infostrength 2005 - 2009
Hatteras Investment Partners 2006 - 2008
nTouch Research 1998 - 2005
Ganymede Software 1996 - 1999
NetEdge Systems 1994 - 1998
Skills
Strategy, Mergers & Acquisitions, Venture Capital, Finance, Business Development, Portfolio Management, Management, Leadership, Business Planning, Renewable Energy, Funding, Project Management, Fundraising, Start-ups, Due Diligence, New Business Development, Private Equity, Energy, Entrepreneurship, Financial Analysis, Sales, Fixed Income, Financial Services, Corporate Development, Financial Modeling, Business Valuation, Corporate Finance
Education
Mississippi State University 1974 — 1979
BSBA, Accounting
PBHS
JJ Daniel JJ Daniel's Carolina Capital Markets Experience May 2010 - August 2010
Job Consultant
Industry Management Consulting
Experience
Accenture January 2014 - May 2015
BC Forward August 2013 - January 2014
Wake County Public School System April 2013 - June 2013
North Carolina Marketing Solutions July 2012 - August 2012
Carolina Capital Markets May 2010 - August 2010
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Stata, Bloomberg, NCAS, Ariba, Pivotal, Public Speaking, Economics, Training, Microsoft Office, Data Analysis, Sales, Editing
Education
University of North Carolina at Chapel Hill 2008 — 2012
Management & Society, History, Management & Society, History (Double Major)
Accenture January 2014 - May 2015
BC Forward August 2013 - January 2014
Wake County Public School System April 2013 - June 2013
North Carolina Marketing Solutions July 2012 - August 2012
Carolina Capital Markets May 2010 - August 2010
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Stata, Bloomberg, NCAS, Ariba, Pivotal, Public Speaking, Economics, Training, Microsoft Office, Data Analysis, Sales, Editing
Education
University of North Carolina at Chapel Hill 2008 — 2012
Management & Society, History, Management & Society, History (Double Major)
William Laundon William Laundon's Carolina Capital Markets Experience May 2010 - August 2010
Job Business Technology Analyst at Deloitte
Industry Mechanical or Industrial Engineering
Experience
Deloitte July 2014 - Present
Deloitte June 2013 - August 2013
Burt's Bees May 2012 - April 2013
GE May 2011 - August 2011
Carolina Capital Markets May 2010 - August 2010
Skills
Microsoft Excel, Arena Simulation..., Solidworks, Visual Basic, Microsoft Office
Education
North Carolina State University 2009 — 2014
Bachelor of Science (B.S.), Industrial & Systems Engineering and Economics, 3.83
Deloitte July 2014 - Present
Deloitte June 2013 - August 2013
Burt's Bees May 2012 - April 2013
GE May 2011 - August 2011
Carolina Capital Markets May 2010 - August 2010
Skills
Microsoft Excel, Arena Simulation..., Solidworks, Visual Basic, Microsoft Office
Education
North Carolina State University 2009 — 2014
Bachelor of Science (B.S.), Industrial & Systems Engineering and Economics, 3.83
Spencer DePhillips Spencer DePhillips's Carolina Capital Markets Experience June 2010 - August 2010
Job Manager CAS at GE
Industry Financial Services
Experience
GE May 2013 - Present
GE Capital July 2012 - May 2013
GE Capital July 2011 - July 2012
Carolina Capital Markets June 2010 - August 2010
Skills
Portfolio Management, Corporate Finance, Financial Modeling, Financial Analysis, Due Diligence, Risk Management, Analysis, Equities, Credit, Auditing, Business Planning, Finance
Education
Bucknell University 2007 — 2011
B.S.B.A., Management
GE May 2013 - Present
GE Capital July 2012 - May 2013
GE Capital July 2011 - July 2012
Carolina Capital Markets June 2010 - August 2010
Skills
Portfolio Management, Corporate Finance, Financial Modeling, Financial Analysis, Due Diligence, Risk Management, Analysis, Equities, Credit, Auditing, Business Planning, Finance
Education
Bucknell University 2007 — 2011
B.S.B.A., Management
Leo Moran's Carolina Capital Markets Experience May 2012 - August 2012
Job Executive Treasurer at Elon SGA
Industry Banking
Experience
Elon Student Government Association March 2015 - Present
Credit Suisse May 2015 - August 2015
Elon University August 2013 - May 2015
Elon University May 2014 - April 2015
IBM June 2014 - January 2015
Elon University November 2013 - May 2014
text2give, inc. May 2013 - August 2013
Carolina Capital Markets May 2012 - August 2012
Special Olympics North Carolina 2010 - 2011
Skills
Sales, Microsoft Excel, Event Planning, Fundraising, Access, Salesforce.com, Event Management, Finance, Communication, Accounting, Start-ups, Program Management, Budgets, Marketing, Financial Analysis, Social Media, Market Research, CRM, Leadership, People Skills
Education
Elon University - Martha and Spencer Love School of Business 2012 — 2016
Accounting and Finance
Elon University
Elon University
Elon Student Government Association March 2015 - Present
Credit Suisse May 2015 - August 2015
Elon University August 2013 - May 2015
Elon University May 2014 - April 2015
IBM June 2014 - January 2015
Elon University November 2013 - May 2014
text2give, inc. May 2013 - August 2013
Carolina Capital Markets May 2012 - August 2012
Special Olympics North Carolina 2010 - 2011
Skills
Sales, Microsoft Excel, Event Planning, Fundraising, Access, Salesforce.com, Event Management, Finance, Communication, Accounting, Start-ups, Program Management, Budgets, Marketing, Financial Analysis, Social Media, Market Research, CRM, Leadership, People Skills
Education
Elon University - Martha and Spencer Love School of Business 2012 — 2016
Accounting and Finance
Elon University
Elon University
Nic Platt's Carolina Capital Markets Experience May 2013 - July 2013
Job Graduate Student at University of North Carolina at Chapel Hill
Industry
Experience
Carolina Capital Markets May 2013 - July 2013
De La Hoz & Associates, P.A. May 2011 - July 2011
Skills
Research, Spanish, Social Media, Leadership, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2015
Master's degree, Accounting
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor of Arts (B.A.), Economics
The College of William and Mary 2010 — 2010
Carolina Capital Markets May 2013 - July 2013
De La Hoz & Associates, P.A. May 2011 - July 2011
Skills
Research, Spanish, Social Media, Leadership, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2015
Master's degree, Accounting
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor of Arts (B.A.), Economics
The College of William and Mary 2010 — 2010
Austin Painter Austin Painter's Carolina Capital Markets Experience June 2010 - April 2012
Job Institutional Fixed Income Broker
Industry Financial Services
Experience
Academy Securities (formerly Carolina Capital Markets) April 2012 - Present
Carolina Capital Markets June 2010 - April 2012
Square 1 Bank August 2009 - June 2010
Square 1 Bank January 2009 - August 2009
Skills
Series 7, Series 63
Education
Emory University - Goizueta Business School 2013 — 2015
Master of Business Administration (MBA), Finance, General
Emory University 2005 — 2008
Bachelor of Arts (B.A.), Economics
Appalachian State University 2003 — 2005
Academy Securities (formerly Carolina Capital Markets) April 2012 - Present
Carolina Capital Markets June 2010 - April 2012
Square 1 Bank August 2009 - June 2010
Square 1 Bank January 2009 - August 2009
Skills
Series 7, Series 63
Education
Emory University - Goizueta Business School 2013 — 2015
Master of Business Administration (MBA), Finance, General
Emory University 2005 — 2008
Bachelor of Arts (B.A.), Economics
Appalachian State University 2003 — 2005
William Harrison William Harrison's Carolina Capital Markets Experience 2009 - 2009
Job Associate Director at Babson Capital Management
Industry Venture Capital & Private Equity
Experience
Babson Capital Management 2014 - Present
Summit Partners, L.P. 2011 - 2014
McColl Partners, LLC 2010 - 2011
Carolina Capital Markets 2009 - 2009
Skills
Private Equity, Valuation, Corporate Development, Financial Modeling, Investment Banking, Venture Capital, Due Diligence, Mergers, Corporate Finance, Financial Analysis, Business Strategy, Investments, Growth Capital, Deal Sourcing, Start-ups, LBO, Fixed Income, Finance, Mergers & Acquisitions
Education
University of North Carolina at Chapel Hill
BSBA - Honors and Distinction, Business Administration, Finance
Babson Capital Management 2014 - Present
Summit Partners, L.P. 2011 - 2014
McColl Partners, LLC 2010 - 2011
Carolina Capital Markets 2009 - 2009
Skills
Private Equity, Valuation, Corporate Development, Financial Modeling, Investment Banking, Venture Capital, Due Diligence, Mergers, Corporate Finance, Financial Analysis, Business Strategy, Investments, Growth Capital, Deal Sourcing, Start-ups, LBO, Fixed Income, Finance, Mergers & Acquisitions
Education
University of North Carolina at Chapel Hill
BSBA - Honors and Distinction, Business Administration, Finance
Kent Cheesborough's Carolina Capital Markets Experience March 2011 - March 2014
Job Associate Director at Brownstone Investment Group
Industry Financial Services
Experience
Brownstone Investment Group March 2014 - Present
Carolina Capital Markets March 2011 - March 2014
Fisher Investments 2010 - 2010
Naples Capital Advisors Inc. June 2009 - August 2009
MUSVF January 2008 - January 2009
Naples Capital Advisors June 2008 - August 2008
Stifel Nicolaus January 2007 - April 2007
Skills
Entrepreneurship, Mutual Funds, Research, Microsoft Excel, Fixed Income, Trading, Swaps, Series 7, Series 63, Financial Modeling, Bloomberg, Finance, Investments, Financial Analysis, Economics
Education
Miami University 2005 — 2009
Bachelor of Science (B.S.)
Brownstone Investment Group March 2014 - Present
Carolina Capital Markets March 2011 - March 2014
Fisher Investments 2010 - 2010
Naples Capital Advisors Inc. June 2009 - August 2009
MUSVF January 2008 - January 2009
Naples Capital Advisors June 2008 - August 2008
Stifel Nicolaus January 2007 - April 2007
Skills
Entrepreneurship, Mutual Funds, Research, Microsoft Excel, Fixed Income, Trading, Swaps, Series 7, Series 63, Financial Modeling, Bloomberg, Finance, Investments, Financial Analysis, Economics
Education
Miami University 2005 — 2009
Bachelor of Science (B.S.)
Charlie Carrigan Charlie Carrigan's Carolina Capital Markets Experience April 2011 - July 2012
Job Trader
Industry Semiconductors
Experience
Capital Asset Exchange & Trading, LLC June 2014 - Present
AdvisorShares April 2013 - June 2014
Carolina Capital Markets April 2011 - July 2012
He's Not Here May 2010 - April 2012
Skills
Economics, Spanish, Bloomberg, Series 63, Excel, Alternative Investments, Series 7, SQL, ETFs, Mutual Funds, Bloomberg Terminal, Corporate Finance, Trading Systems, Brazilian Portuguese, Finance, Microsoft Excel, Microsoft Access, VBA, FINRA, CRM, Access, HTML, HTML5, CSS
Education
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.), Economics, Business, Spanish
Universidad de Belgrano 2009 — 2009
(Study Abroad), Spanish, Latin American Economics
St. Pius X Catholic High School
Capital Asset Exchange & Trading, LLC June 2014 - Present
AdvisorShares April 2013 - June 2014
Carolina Capital Markets April 2011 - July 2012
He's Not Here May 2010 - April 2012
Skills
Economics, Spanish, Bloomberg, Series 63, Excel, Alternative Investments, Series 7, SQL, ETFs, Mutual Funds, Bloomberg Terminal, Corporate Finance, Trading Systems, Brazilian Portuguese, Finance, Microsoft Excel, Microsoft Access, VBA, FINRA, CRM, Access, HTML, HTML5, CSS
Education
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.), Economics, Business, Spanish
Universidad de Belgrano 2009 — 2009
(Study Abroad), Spanish, Latin American Economics
St. Pius X Catholic High School
joseph warwick joseph warwick's Carolina Capital Markets Experience December 2008 - March 2010
Job Head of High Grade Sales & Trading Cross Point Capital
Industry Investment Banking
Experience
Cross Point Capital March 2010 - Present
Carolina Capital Markets December 2008 - March 2010
RBC Capital Markets May 2004 - September 2007
Skills
Fixed Income, Capital Markets, Trading
Education
United States Military Academy at West Point 1978 — 1982
BS, Chemical Engineering(Concentration)
Cross Point Capital March 2010 - Present
Carolina Capital Markets December 2008 - March 2010
RBC Capital Markets May 2004 - September 2007
Skills
Fixed Income, Capital Markets, Trading
Education
United States Military Academy at West Point 1978 — 1982
BS, Chemical Engineering(Concentration)
Edgar Rodriguez Edgar Rodriguez's Carolina Capital Markets Experience November 2013 - July 2014
Job Institutional Sales and Trading at Academy Securities
Industry Financial Services
Experience
Directionalanalysis.com April 2009 - Present
Academy Securities July 2014 - July 2015
Carolina Capital Markets November 2013 - July 2014
Wall Street War Fighters Foundation September 2012 - November 2013
Wall Street Warfighters Foundation September 2012 - November 2013
US Army January 2003 - January 2013
Wall Street Warfighters Foundation 2012 - 2013
196th Transportation Company January 2007 - August 2012
U.S. Army Reserve July 2007 - December 2011
38,000.00 January 2005 - January 2007
Skills
Microsoft Office, Project Management, Series 7, Excel, Word, PowerPoint, Customer Service, Decision Making, Risk Analytics, Problem Solving, Project Planning, Project Engineering, Strategic Thinking, Technical Analysis, Microsoft Word, DoD, Military, Equities, Security Clearance, Army, Strategy, Risk Management, Finance, Training, Analysis, Financial Analysis, Operational Planning, Government, Intelligence Analysis, Military Experience, National Security, Military Operations, Defense, Tactics, Command, Force Protection, Counterterrorism, Organizational..., Information Assurance, Policy, Government Contracting, Program Management, Investments, Leadership Development, Team Leadership, Microsoft Excel
Education
University of North Florida 2011 — 2013
Valencia College 2005 — 2007
Associate of Arts (AA), Pre-Engineering
The Wharton School at The University of Pennsylvania
Valencia College
Associate of Arts, Pre-Engineering
Directionalanalysis.com April 2009 - Present
Academy Securities July 2014 - July 2015
Carolina Capital Markets November 2013 - July 2014
Wall Street War Fighters Foundation September 2012 - November 2013
Wall Street Warfighters Foundation September 2012 - November 2013
US Army January 2003 - January 2013
Wall Street Warfighters Foundation 2012 - 2013
196th Transportation Company January 2007 - August 2012
U.S. Army Reserve July 2007 - December 2011
38,000.00 January 2005 - January 2007
Skills
Microsoft Office, Project Management, Series 7, Excel, Word, PowerPoint, Customer Service, Decision Making, Risk Analytics, Problem Solving, Project Planning, Project Engineering, Strategic Thinking, Technical Analysis, Microsoft Word, DoD, Military, Equities, Security Clearance, Army, Strategy, Risk Management, Finance, Training, Analysis, Financial Analysis, Operational Planning, Government, Intelligence Analysis, Military Experience, National Security, Military Operations, Defense, Tactics, Command, Force Protection, Counterterrorism, Organizational..., Information Assurance, Policy, Government Contracting, Program Management, Investments, Leadership Development, Team Leadership, Microsoft Excel
Education
University of North Florida 2011 — 2013
Valencia College 2005 — 2007
Associate of Arts (AA), Pre-Engineering
The Wharton School at The University of Pennsylvania
Valencia College
Associate of Arts, Pre-Engineering
Patrick Bresnahan's Carolina Capital Markets Experience June 2010 - December 2011
Job Business Development Manager at ThinkingPhones, Inc
Industry Information Technology and Services
Experience
ThinkingPhones, Inc August 2015 - Present
Sun Life Financial February 2012 - June 2015
Carolina Capital Markets June 2010 - December 2011
Skills
Microsoft Excel, Securities, Microsoft Office, Insurance, Financial Analysis, Public Speaking, Marketing, Management, Leadership, Customer Service
Education
Boston College 2006 — 2010
Bachelor's degree, English Language and Literature, General
Portsmouth Abbey School 2004 — 2006
ThinkingPhones, Inc August 2015 - Present
Sun Life Financial February 2012 - June 2015
Carolina Capital Markets June 2010 - December 2011
Skills
Microsoft Excel, Securities, Microsoft Office, Insurance, Financial Analysis, Public Speaking, Marketing, Management, Leadership, Customer Service
Education
Boston College 2006 — 2010
Bachelor's degree, English Language and Literature, General
Portsmouth Abbey School 2004 — 2006
Louie Huang's Carolina Capital Markets Experience January 2007 - May 2007
Job
Industry Management Consulting
Experience
PwC Advisory LLC October 2014 - Present
New York University February 2011 - October 2014
Johnson & Johnson June 2008 - June 2010
Lenovo May 2007 - August 2007
Carolina Capital Markets January 2007 - May 2007
City of Los Angeles June 2003 - July 2006
Skills
Strategic Planning, Cross-functional Team..., Finance, Corporate Finance, Investments, Financial Modeling, Financial Analysis, Valuation, Forecasting, Due Diligence, Strategy, Portfolio Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2008
MBA
University of Southern California 1999 — 2003
Bachelor of Science
PwC Advisory LLC October 2014 - Present
New York University February 2011 - October 2014
Johnson & Johnson June 2008 - June 2010
Lenovo May 2007 - August 2007
Carolina Capital Markets January 2007 - May 2007
City of Los Angeles June 2003 - July 2006
Skills
Strategic Planning, Cross-functional Team..., Finance, Corporate Finance, Investments, Financial Modeling, Financial Analysis, Valuation, Forecasting, Due Diligence, Strategy, Portfolio Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2008
MBA
University of Southern California 1999 — 2003
Bachelor of Science
Kurt A's Carolina Capital Markets Experience March 2009 - January 2010
Job NEWCO
Industry Capital Markets
Experience
NEWCO January 2015 - Present
LAJA Partners Ltd January 2010 - December 2014
Carolina Capital Markets March 2009 - January 2010
Bank Hapoalim, NY Branches November 2007 - March 2009
KeyBanc Capital Markets 2005 - November 2007
H. Rivkin & Company Inc April 2003 - April 2005
Refco Securities 2003 - 2005
Legg Mason September 1999 - March 2003
Jupiter Investments December 1996 - August 1998
Ramoil Mangement Ltd March 1994 - January 1996
Skills
Trading, Equities, Emerging Markets, Fixed Income, Private Equity, Portfolio Management, Derivatives, Capital Markets, Hedge Funds, Bloomberg, Investment Banking, Bonds, Financial Markets, Asset Management, Investments, Structured Products, Securities, Alternative Investments, Options, Mutual Funds, Finance, Financial Modeling, Valuation, Corporate Finance, Risk Management
Education
Lawrence University 1986 — 1990
Bachelor of Arts (BA), Slavic Linguistics
NEWCO January 2015 - Present
LAJA Partners Ltd January 2010 - December 2014
Carolina Capital Markets March 2009 - January 2010
Bank Hapoalim, NY Branches November 2007 - March 2009
KeyBanc Capital Markets 2005 - November 2007
H. Rivkin & Company Inc April 2003 - April 2005
Refco Securities 2003 - 2005
Legg Mason September 1999 - March 2003
Jupiter Investments December 1996 - August 1998
Ramoil Mangement Ltd March 1994 - January 1996
Skills
Trading, Equities, Emerging Markets, Fixed Income, Private Equity, Portfolio Management, Derivatives, Capital Markets, Hedge Funds, Bloomberg, Investment Banking, Bonds, Financial Markets, Asset Management, Investments, Structured Products, Securities, Alternative Investments, Options, Mutual Funds, Finance, Financial Modeling, Valuation, Corporate Finance, Risk Management
Education
Lawrence University 1986 — 1990
Bachelor of Arts (BA), Slavic Linguistics
Igor Gavrilov, CFA's Carolina Capital Markets Experience February 2009 - February 2010
Job at Citigroup
Industry Financial Services
Experience
Citigroup February 2010 - Present
Carolina Capital Markets February 2009 - February 2010
Citigroup August 2006 - January 2009
Citigroup October 2004 - August 2006
Citigroup, Citicorp Investment Services October 1999 - October 2004
Skills
Fixed Income, Investments, Equities, Derivatives, Bloomberg, Trading, Capital Markets, Series 7, Hedge Funds, Portfolio Management, Credit Risk, Market Risk, Bonds, Investment Banking, Alternative Investments
Education
City University of New York-Hunter College
BA, Psychology
New York University - Leonard N. Stern School of Business
MBA, Specialization in Quantitative Finance
Citigroup February 2010 - Present
Carolina Capital Markets February 2009 - February 2010
Citigroup August 2006 - January 2009
Citigroup October 2004 - August 2006
Citigroup, Citicorp Investment Services October 1999 - October 2004
Skills
Fixed Income, Investments, Equities, Derivatives, Bloomberg, Trading, Capital Markets, Series 7, Hedge Funds, Portfolio Management, Credit Risk, Market Risk, Bonds, Investment Banking, Alternative Investments
Education
City University of New York-Hunter College
BA, Psychology
New York University - Leonard N. Stern School of Business
MBA, Specialization in Quantitative Finance
Craig Zearfoss's Carolina Capital Markets Experience March 2001 - August 2001
Job Junta LLC
Industry Computer Software
Experience
Junta LLC February 2009 - Present
Presens Technologies, Ltd. November 2006 - January 2009
Offutt Systems April 2006 - November 2006
CTG (contract employee for Lenovo) September 2004 - March 2006
Wal-Mart January 2003 - September 2004
Durham Literacy Council December 2002 - March 2003
IBM Desktop Systems March 1998 - February 2002
Carolina Capital Markets March 2001 - August 2001
IBM Desktop Systems August 1995 - March 1998
IBM Network Management Products December 1992 - August 1995
Skills
Web Applications, PHP, Zend Framework, Symfony, CakePHP, MySQL, phpMyAdmin, jQuery, HTML, Apache, Nginx, Linux, Ubuntu, DOM, Web Development, JavaScript, CSS3, HTML 5, XML, Amazon EC2, LAMP, Subversion, Git, Twitter Bootstrap, AngularJS, AJAX, JSON
Education
Penn State University 1989 — 1992
Bachelor's degree, Computer Science
Penn State University 1982 — 1988
Bachelor's degree, Mechanical Engineering
Junta LLC February 2009 - Present
Presens Technologies, Ltd. November 2006 - January 2009
Offutt Systems April 2006 - November 2006
CTG (contract employee for Lenovo) September 2004 - March 2006
Wal-Mart January 2003 - September 2004
Durham Literacy Council December 2002 - March 2003
IBM Desktop Systems March 1998 - February 2002
Carolina Capital Markets March 2001 - August 2001
IBM Desktop Systems August 1995 - March 1998
IBM Network Management Products December 1992 - August 1995
Skills
Web Applications, PHP, Zend Framework, Symfony, CakePHP, MySQL, phpMyAdmin, jQuery, HTML, Apache, Nginx, Linux, Ubuntu, DOM, Web Development, JavaScript, CSS3, HTML 5, XML, Amazon EC2, LAMP, Subversion, Git, Twitter Bootstrap, AngularJS, AJAX, JSON
Education
Penn State University 1989 — 1992
Bachelor's degree, Computer Science
Penn State University 1982 — 1988
Bachelor's degree, Mechanical Engineering
Paul Hauf's Carolina Capital Markets Experience October 2009 - July 2014
Job Sr. VP Institutional Sales and Trading at Academy Securities
Industry Financial Services
Experience
Academy Securities August 2014 - Present
Carolina Capital Markets October 2009 - July 2014
KDP Investment Advisors November 2003 - October 2009
Federated Investors 1998 - 2002
BTS 1995 - 1998
BTS 1995 - 1998
Education
Middlebury College 1986 — 1990
Belmont Hill 1985 — 1986
Academy Securities August 2014 - Present
Carolina Capital Markets October 2009 - July 2014
KDP Investment Advisors November 2003 - October 2009
Federated Investors 1998 - 2002
BTS 1995 - 1998
BTS 1995 - 1998
Education
Middlebury College 1986 — 1990
Belmont Hill 1985 — 1986
Keith Mauney's Carolina Capital Markets Experience February 2004 - Present
Job Senior Vice President CCM
Industry Banking
Experience
Carolina Capital Markets February 2004 - Present
Education
New York University, Stern School of Business 1973 — 1978
Master of Business Administration (MBA), Finance
Princeton University 1966 — 1970
AB, Sociology, Cum Laude
Carolina Capital Markets February 2004 - Present
Education
New York University, Stern School of Business 1973 — 1978
Master of Business Administration (MBA), Finance
Princeton University 1966 — 1970
AB, Sociology, Cum Laude
James Broomfield's Carolina Capital Markets Experience January 2008 - July 2011
Job Senior Account Executive at The 451 Group
Industry Information Technology and Services
Experience
The 451 Group February 2013 - Present
Thomson Reuters August 2012 - January 2013
Thomson Reuters July 2011 - August 2012
Carolina Capital Markets January 2008 - July 2011
Skills
Building Relationships, Consultative Selling..., Exceptional Listener, Communication, Client Rapport, Collaborative Problem..., Cold Calling, Business Planning, Prospecting Skills, Problem Solving, Sales, Business Development, Capital Markets, Management, Banking, Strategy, Marketing Strategy
Education
University of North Carolina at Chapel Hill 2003 — 2007
B.A., Economics
Charlotte Latin School 1993 — 2003
The 451 Group February 2013 - Present
Thomson Reuters August 2012 - January 2013
Thomson Reuters July 2011 - August 2012
Carolina Capital Markets January 2008 - July 2011
Skills
Building Relationships, Consultative Selling..., Exceptional Listener, Communication, Client Rapport, Collaborative Problem..., Cold Calling, Business Planning, Prospecting Skills, Problem Solving, Sales, Business Development, Capital Markets, Management, Banking, Strategy, Marketing Strategy
Education
University of North Carolina at Chapel Hill 2003 — 2007
B.A., Economics
Charlotte Latin School 1993 — 2003
Schorr Davis's Carolina Capital Markets Experience May 2001 - May 2003
Job Director of Business Development at New Hanover Regional Medical Center
Industry Hospital & Health Care
Experience
New Hanover Regional Medical Center May 2010 - Present
MedCath 2008 - 2010
Pfizer Pharmaceuticals August 2003 - March 2008
Carolina Capital Markets May 2001 - May 2003
PricewaterhouseCoopers June 1999 - May 2001
Skills
Managed Care, Sales, Hospitals, Team Building, Healthcare Information..., Healthcare Consulting, Physician Relations, HIPAA, Revenue Cycle, Clinical Research
Education
University of Alabama at Birmingham 1997 — 1999
MPH, Healthcare Organization and Policy
University of Alabama at Birmingham 1997 — 1999
MPA, Public Administration
Vanderbilt University 1990 — 1994
BS, Human and Organizational Development
St. Andrew's Episocpal School 1980 — 1990
New Hanover Regional Medical Center May 2010 - Present
MedCath 2008 - 2010
Pfizer Pharmaceuticals August 2003 - March 2008
Carolina Capital Markets May 2001 - May 2003
PricewaterhouseCoopers June 1999 - May 2001
Skills
Managed Care, Sales, Hospitals, Team Building, Healthcare Information..., Healthcare Consulting, Physician Relations, HIPAA, Revenue Cycle, Clinical Research
Education
University of Alabama at Birmingham 1997 — 1999
MPH, Healthcare Organization and Policy
University of Alabama at Birmingham 1997 — 1999
MPA, Public Administration
Vanderbilt University 1990 — 1994
BS, Human and Organizational Development
St. Andrew's Episocpal School 1980 — 1990
Mark Lunden's Carolina Capital Markets Experience May 2012 - July 2014
Job CEO at Dubhlinn Trading Group LLC
Industry Financial Services
Experience
Realty Associates Florida Properties 2013 - Present
Dubhlinn Trading Group LLC 2012 - Present
Carolina Capital Markets May 2012 - July 2014
K2 Realty 2007 - 2013
BGC Partners April 2011 - January 2012
Whitaker Securities 2002 - 2010
Seaboard Securities March 2003 - March 2008
ICAP 1997 - 2000
Tullett Prebon 1994 - 1997
Hilliard Farber & Co., Inc. 1992 - 1993
Skills
Series 7, Investments, Equities, Capital Markets, Brokerage, Securities, Electronic Trading, Real Estate Economics, Trading, Asset Managment, Mortgage Lending, Real Estate, Hedge Funds, Equity Trading, Fixed Income, Investment Banking, Commodity, Portfolio Management, Wealth Management, Rates, Short Sales, Investment Properties, Asset Management, Investors, Foreclosures, Condos, REO, Real Property, Financial Structuring, Series 63, Options, FINRA, International Real..., Real Estate Financing, Buyers, Commercial Real Estate, Series 24, Rentals, Bonds, Luxury, Alternative Investments, Referrals, Real Estate Transactions, 1031 Exchanges, Property, Valuation, Home Staging, Listings, Seniors, Real Estate Investor
Education
Marquette University 1978 — 1982
BS, Finance, Poli Sci
Loyola Academy 1974 — 1978
Realty Associates Florida Properties 2013 - Present
Dubhlinn Trading Group LLC 2012 - Present
Carolina Capital Markets May 2012 - July 2014
K2 Realty 2007 - 2013
BGC Partners April 2011 - January 2012
Whitaker Securities 2002 - 2010
Seaboard Securities March 2003 - March 2008
ICAP 1997 - 2000
Tullett Prebon 1994 - 1997
Hilliard Farber & Co., Inc. 1992 - 1993
Skills
Series 7, Investments, Equities, Capital Markets, Brokerage, Securities, Electronic Trading, Real Estate Economics, Trading, Asset Managment, Mortgage Lending, Real Estate, Hedge Funds, Equity Trading, Fixed Income, Investment Banking, Commodity, Portfolio Management, Wealth Management, Rates, Short Sales, Investment Properties, Asset Management, Investors, Foreclosures, Condos, REO, Real Property, Financial Structuring, Series 63, Options, FINRA, International Real..., Real Estate Financing, Buyers, Commercial Real Estate, Series 24, Rentals, Bonds, Luxury, Alternative Investments, Referrals, Real Estate Transactions, 1031 Exchanges, Property, Valuation, Home Staging, Listings, Seniors, Real Estate Investor
Education
Marquette University 1978 — 1982
BS, Finance, Poli Sci
Loyola Academy 1974 — 1978
Mitch Rose's Carolina Capital Markets Experience June 2005 - May 2006
Job Lead Analyst Sales and Finance Analytics at Pivotal
Industry Financial Services
Experience
Pivotal Software, Inc. January 2015 - Present
Pivotal May 2014 - January 2015
The North Highland Company March 2011 - April 2014
Banc of America Securities June 2006 - July 2009
Carolina Capital Markets June 2005 - May 2006
Skills
Financial Modeling, Capital Markets, Investment Banking, Financial Services, Predictive Analytics, Mergers & Acquisitions, Business Process..., Finance, SQL, Python, Statistical Modeling, Risk Management, Business Analysis, Program Management, Analysis, Management Consulting, Corporate Finance, Financial Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2006
BSBA, Business Administration - Finance, Entrepreneurship
Charlotte Latin
Pivotal Software, Inc. January 2015 - Present
Pivotal May 2014 - January 2015
The North Highland Company March 2011 - April 2014
Banc of America Securities June 2006 - July 2009
Carolina Capital Markets June 2005 - May 2006
Skills
Financial Modeling, Capital Markets, Investment Banking, Financial Services, Predictive Analytics, Mergers & Acquisitions, Business Process..., Finance, SQL, Python, Statistical Modeling, Risk Management, Business Analysis, Program Management, Analysis, Management Consulting, Corporate Finance, Financial Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2006
BSBA, Business Administration - Finance, Entrepreneurship
Charlotte Latin
Young-su Kang's Carolina Capital Markets Experience May 2010 - December 2010
Job Student at Duke University
Industry Financial Services
Experience
Duke University August 2006 - Present
Fifth Third Bank July 2011 - August 2011
Carolina Capital Markets May 2010 - December 2010
Education
Duke University 2006 — 2012
Bachelor of Science, Statistics, Economics(Finance)
Duke University August 2006 - Present
Fifth Third Bank July 2011 - August 2011
Carolina Capital Markets May 2010 - December 2010
Education
Duke University 2006 — 2012
Bachelor of Science, Statistics, Economics(Finance)
Mary Marshall Winn's Carolina Capital Markets Experience September 2003 - December 2005
Job CEO at Solving All The World's Problems After Solving Mine
Industry Think Tanks
Experience
Solving All The World's Problems After Solving Mine May 2012 - Present
Retired NC State History Professor September 2010 - April 2012
Chico's February 2010 - October 2010
Merrill Lynch April 2007 - May 2008
Carolina Capital Markets September 2003 - December 2005
Education
UNC Chapel Hill 1977 — 1981
Bachelor of Science, Business Administration
Solving All The World's Problems After Solving Mine May 2012 - Present
Retired NC State History Professor September 2010 - April 2012
Chico's February 2010 - October 2010
Merrill Lynch April 2007 - May 2008
Carolina Capital Markets September 2003 - December 2005
Education
UNC Chapel Hill 1977 — 1981
Bachelor of Science, Business Administration
C. Griffin Roer Jr.'s Carolina Capital Markets Experience August 2010 - May 2011
Job Senior SEO Analyst at Ovative/group
Industry Marketing and Advertising
Experience
Ovative/group June 2015 - Present
Snap Agency May 2013 - June 2015
Snap Agency December 2012 - May 2013
RBC Wealth Management February 2012 - December 2012
RBC Wealth Management July 2011 - February 2012
Carolina Capital Markets August 2010 - May 2011
THE CAROLINA INN January 2008 - May 2011
Skills
Web Marketing, SEO, Social Media Marketing, Online Advertising, SEM, New Business Development, E-commerce, Analysis, Digital Marketing, Management, Online Marketing, Portfolio Management
Education
University of North Carolina at Chapel Hill 2007 — 2011
BS, Economics
Universidad Nacional de Cuyo 2009 — 2009
Universidad de Congreso
Political Science
Ovative/group June 2015 - Present
Snap Agency May 2013 - June 2015
Snap Agency December 2012 - May 2013
RBC Wealth Management February 2012 - December 2012
RBC Wealth Management July 2011 - February 2012
Carolina Capital Markets August 2010 - May 2011
THE CAROLINA INN January 2008 - May 2011
Skills
Web Marketing, SEO, Social Media Marketing, Online Advertising, SEM, New Business Development, E-commerce, Analysis, Digital Marketing, Management, Online Marketing, Portfolio Management
Education
University of North Carolina at Chapel Hill 2007 — 2011
BS, Economics
Universidad Nacional de Cuyo 2009 — 2009
Universidad de Congreso
Political Science
Kerry McCormick's Carolina Capital Markets Experience July 2013 - July 2014
Job Camps on the Fly, LLC
Industry Sports
Experience
Academy Securities July 2014 - January 2015
Carolina Capital Markets July 2013 - July 2014
Education
UNC Chapel Hill 2006 — 2010
Biology
Garden City High School 2002 — 2006
Academy Securities July 2014 - January 2015
Carolina Capital Markets July 2013 - July 2014
Education
UNC Chapel Hill 2006 — 2010
Biology
Garden City High School 2002 — 2006
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial