Scott & Stringfellow
Industry: Capital market company
DescriptionHeadquarters: Richmond, VA Founded: 1893 Parent organizations: BB&T, BB&T Securities, LLC Subsidiary: Scott & Stringfellow, Inc., Asset Management Arm
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Scott & Stringfellow Employees
Scott & Stringfellow May 2014 - Present
Watermark Advisors June 2012 - May 2014
Wells Fargo Advisors June 2011 - August 2011
Skills
Financial Modeling, Enterprise Valuation, Valuation Modeling, Portfolio Management, Equity Valuation, Derivatives, Black-Scholes, Series 63, Series 7, Series 65
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2012
Business Administration, Finance
Ameriprise Financial Services, Inc. March 2011 - Present
Ameriprise Financial May 2009 - March 2011
Morgan Stanley Smith Barney August 1999 - May 2009
Scott & Stringfellow November 1993 - August 1999
Education
Manhattan College 1983 — 1986
Bachelor of Engineering, Civil Engineering
University of New Hampshire 1981 — 1983
Associates Applied Science, Civil Technology
Marymount University 2014 - Present
Blacksburg Police Department January 2013 - February 2014
Saint Paul's United Methodist Church October 2011 - January 2013
Scott & Stringfellow May 2006 - April 2008
Skills
Criminal Justice, Enforcement, Criminal Investigations, Police, Investigation, Emergency Management, Public Safety, Microsoft Word, Law Enforcement
Education
Radford University 2008 — 2012
Bachelor of Applied Science (B.A.Sc.), Criminal Justice
Blacksburg High School 2004 — 2008
Ogletree, Deakins, Nash, Smoak & Stewart, P.C. January 2010 - February 2013
McGlinchey Stafford, PLLC 2007 - 2010
Scott & Stringfellow September 2005 - January 2007
McGlinchey Stafford, PLLC August 2004 - September 2005
Education
College of Charleston
Bachelor Degree
University of San Diego
Lennar Multifamily Communities June 2015 - August 2015
Daly Seven Inc. June 2014 - August 2014
Summit Park, LLC August 2012 - May 2014
Jefferies & Company July 2010 - June 2012
Jefferies & Company June 2009 - August 2009
Scott & Stringfellow June 2008 - July 2008
Skills
Financial Modeling, Valuation, Corporate Finance, Capital IQ, LBO, Investment Banking, Private Equity, Bloomberg, Capital Markets, DCF, Due Diligence, Business Valuation, Financial Analysis, Equities, M&A experience
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
University of Virginia 2006 — 2010
Bachelor of Science, Commerce
Durham Academy 2002 — 2006
Airbnb 2015 - 2015
Airbnb 2015 - 2015
3Degrees September 2013 - April 2014
University of Oregon September 2012 - June 2013
Anacostia Watershed Society September 2011 - December 2011
Scott & Stringfellow March 2009 - August 2010
Water's Edge International Realty June 2008 - December 2008
Direct English Barcelona June 2006 - August 2006
Skills
Spanish-speaking, Environmental Awareness, Sustainability, Sustainable Business, Community Development, Policy Analysis, Marketing, Community Outreach, Environmental Policy, Public Relations, Project Planning, Climate Change, Sustainable Development, Nonprofits, Leadership, Research, Public Speaking
Education
University of Washington 2014 — 2017
Master's degree, Landscape Architecture
University of Oregon 2012 — 2013
Graduate Certificate, Oregon Leadership In Sustainability at University of Oregon
Clemson University 2003 — 2007
Bachelor of Arts (B.A.), Spanish & International Trade
Universidad de Granada 2006 — 2006
Semester Abroad, Spanish and International Business
Universitat de Barcelona 2005 — 2005
Semester Abroad, Spanish Language and Literature
Episcopal High School 1999 — 2003
The George Washington University
Costco Wholesale 2011 - Present
Polk County School Board 2005 - 2008
Campbell County School Board 2002 - 2004
Scott & Stringfellow 1988 - 1995
Skills
Finance, Marketing, Economics, Financial Analysis, Financial Services, Sales, Research, Social Media, Technical Writing, Relationship Management, Customer Satisfaction, Management, Retirement Planning, Securities, Equities, Fixed Income, Asset Management, Mutual Funds, Accounting, Business Analysis, Problem Solving, Series 63, Series 7, Customer Service, Teaching, Microsoft Word, Time Management, Microsoft Excel, Leadership, Project Management, Teamwork, Public Speaking, Microsoft Office
Education
Lynchburg College
B.A., Economics - Managerial
Lynchburg College, Graduate School of Education
Teacher Certification, Education ~ Middle School Social Studies and English
Cherry Bekaert LLP November 2012 - Present
Williams Mullen September 2011 - November 2012
Hall & Hall, PLC July 2010 - August 2011
Scott & Stringfellow October 2002 - March 2010
Raymond James/The Pinnacle Group August 1994 - October 2002
Skills
Legal Research, Legal Writing, Marketing, Marketing Communications, Public Relations, Media Relations, Social Media, Advertising, Diversity Marketing, Corporate Branding, Internal Communications, Corporate Budgeting, Corporate Events, Training, Brainstorm Facilitation, Project Management, Marketing Strategy, Product Marketing, Marketing Management, Marketing Research, Speech Writing, Team Building, Copywriting, Copy Editing, Compliance, Online Advertising, AP style writing, Development Of..., Public Speaking, Ghostwriting, Presentation Development, Proposal Support, Newsletters, Services Marketing, Email Marketing, Strategic Communications, Social Media Marketing, Crisis Communications, Press Releases, Corporate Communications, Editing, Web Content, Brand Development, Blogging, Content Management, Event Planning, Event Management, Legal Marketing, Nonprofits
Education
Hollins University 1990 — 1994
B.A., English
Thomas Dale High School
Thomas Dale High School
Advocare March 2014 - Present
Salem Baptist Church, Sparta Va December 2001 - August 2014
Scott & Stringfellow January 1998 - November 2002
Skills
Event Planning, Community Outreach, Strategic Planning, Public Speaking, Volunteer Management, Nonprofits, Leadership Development, Pastoral Care, Teaching, Fundraising, Team Building, Leadership, Biblical Studies, Discipleship, Preaching, Theology, Youth Ministry, Pastoral Counseling, Program Development, Missions, Social Media, Coaching, Spiritual Direction, Church Events, Public Relations, Conflict Resolution, Staff Development, Microsoft Office, Social Networking, Organizational..., Event Management, Non-profit..., Marketing, Team Leadership, Community Development, Writing, Training, Religion
Education
Baptist Theological Seminary at Richmond 2000 — 2003
University of Colorado at Colorado Springs 1993 — 1996
Bachelor of Business Administration (B.B.A.), Organizational Leadership
Ameriprise Financial Services, Inc. September 2012 - Present
Scott & Stringfellow September 2008 - June 2012
BB&T October 2007 - August 2008
Merrill Lynch April 1994 - June 2007
Education
Duke University 1982 — 1986
Bachelor of Arts (B.A.), History and Economics
The Asheville School 1980 — 1982
11th and 12th Grade
Forsyth Country Day School 1979 — 1980
10th Grade
Summit School 1968 — 1979
K - 9th Grade
Wells Fargo October 2014 - Present
EXL Services October 2013 - August 2014
Scott & Stringfellow June 2011 - April 2013
Bottoms Up Pizza June 2010 - August 2010
Skills
Series 7, Series 66, Life & Health Insurance..., Annuities, Microsoft Office, Microsoft Excel, Microsoft Word, ThomsonOne, Financial Advisory, Financial Analysis, Critical Thinking
Education
Hampden-Sydney College 2007 — 2011
Bachelor of Arts (BA), Economics & Commerce
Berkshire Hathaway HomeServices Towne Realty 2013 - Present
Scott & Stringfellow 2003 - 2006
BB&T 1999 - 2003
Wachovia (now Wells Fargo) 1988 - 1999
Skills
Social Media, Marketing Strategy, Social Media Marketing, Management, Online Marketing, Sales, Advertising, Online Advertising, Customer Service, Marketing Communications, Real Estate, Financial Analysis, Strategic Planning, Finance
Education
Old Dominion University - College of Business and Public Administration 1984 — 1987
Bachelor's Degree, Business Administration and Management, General
Lock Haven University of Pennsylvania 1982 — 1984
Business
Uncommon Schools June 2011 - Present
The Possibility Project September 2010 - June 2011
Breakthrough Collaborative June 2007 - August 2009
Movimiento Por la Paz January 2009 - May 2009
Scott & Stringfellow June 2004 - July 2006
Skills
Public Speaking, Teaching, Spanish, Microsoft Excel, Nonprofits, Microsoft Office, Community Outreach, Editing, English, Leadership, Research, Microsoft Word, Social Networking, Curriculum Design, Spanish Translation
Education
Relay Graduate School of Education 2011 — 2013
Master of Arts (M.A.), Teaching
New York University 2011 — 2012
English to Spanish Medical Interpretation
William & Mary 2006 — 2010
BA, Hispanic Studies
Universidad Pablo de Olavide 2009 — 2009
Norfolk Academy 2001 — 2006
Wells Fargo Advisors December 2008 - Present
Ameriprise Financial Services, Inc. January 2006 - December 2008
Scott & Stringfellow January 2000 - December 2005
OLDE Discount Corporation May 1995 - January 2000
Skills
Investments, Retirement, 401k, Securities, Retirement Planning, Asset Allocation, Investment Strategies, Mutual Funds, Financial Advisory, Fixed Annuities, IRAs, Insurance, Alternative Investments, Estate Planning..., Strategic Investment...
Education
Radford University - College of Business and Economics 1989 — 1993
BA, Economics
Knockaround, LLC September 2014 - Present
Back to the Roots LLC December 2013 - July 2014
Back to the Roots February 2013 - December 2013
Back to the Roots March 2012 - February 2013
The University of Pennsylvania Alumni Club of South Carolina March 2009 - February 2012
Scott & Stringfellow February 2009 - February 2012
Merrill Lynch 2005 - February 2009
Morgan Stanley 2004 - 2005
Pfizer 2002 - 2004
Skills
Financial Modeling, Entrepreneurship, Finance, Leadership, Microsoft Excel, Financial Reporting, Forecasting, Public Speaking, Valuation, Executive Management, Financial Analysis, Sustainable Business, Start-ups, Accounting, Cash Flow, Capital Raising, Negotiation, Asset Managment, Investments, Asset Management, Portfolio Management, Business Development
Education
University of Pennsylvania 1997 — 2001
Bachelor of Arts, Political Science
Mercersburg Academy 1993 — 1997
BB&T July 2013 - Present
Scott & Stringfellow September 2012 - February 2013
Mitchell & Helms, P.C. August 2009 - October 2012
Blanco Tackabery & Matamoros, P.A. March 2004 - August 2009
Skills
Litigation, Legal Research, Civil Litigation, Commercial Litigation, Legal Writing, Corporate Law, Microsoft Office, Microsoft Excel, Employment Law, Microsoft Word, Family Law, Litigation Support, Trials, Outlook, Hearings, Legal Issues, Legal Documents, Document Drafting, Client Relations Skills, Residential Mortgages, Jumbo Mortgage, Mortgage Lending, Financial Services, Communication, Loans, Construction Loans, Customer Service, Customer Satisfaction, Customer Retention, Customer Support, Team Building, Team Leadership, Time Management, Highly Reliable, Flexibility, Courts, Legal Assistance, Westlaw, Mediation
Education
Columbia College
Bachelor of Arts (B.A.), Criminal Justice
Hilliard Lyons, Greenville,SC February 2012 - Present
Hilliard Lyons February 2012 - Present
Scott & Stringfellow January 2002 - February 2012
Education
Furman University 1963 — 1967
BS, Biology
Scott & Stringfellow April 2012 - Present
Skills
Estate Planning, Mutual Funds, Strategic Financial..., Asset Allocation, Fixed Annuities, Retirement Planning, Portfolio Management, Investments, Wealth Management, Retirement, Series 7, 401k, IRAs, Building Relationships, Financial Planning
Education
East Carolina University 2010 — 2012
Master of Business Administration (MBA), Finance
East Carolina University - College of Business
Finance, Finance and Financial Management Services
BB&T Scott & Stringfellow April 2012 - Present
Scott & Stringfellow 2007 - May 2012
Wachovia Securities 2002 - 2007
Wachovia Securities 2001 - 2002
First Union Securities 2000 - 2001
Learning Tree International 1998 - 2000
Quick & Reilly 1996 - 1998
Education
Wheeling Jesuit University 1988 — 1992
Bachelor of Science (BS), Criminal Justice
American University 1991 — 1991
Gonzaga College High School 1984 — 1988
OLGC (Our Lady of Good Counsel - Vienna, Va) 1978 — 1984
Self employed designer photographer May 2009 - Present
Grand Harbor Golf & Yacht Club Community January 2007 - January 2009
Scott & Stringfellow January 2006 - January 2007
Skills
Portrait Photography, Portraits, Commercial Photography, Event Photography, Wedding Photography, Photography, Digital Photography, Fine Art Photography, Headshots, Lightroom, Photos, Studio Lighting
Education
Lander University 2006 — 2010
Bachelor of Science (BS), Business Administration and Management, General
A.C Flora Highschool 2002 — 2006
VA Capital Premier Properties December 2011 - Present
Windmill REALTORS September 2003 - December 2011
SUPERVALU March 2000 - March 2003
Scott & Stringfellow April 1994 - February 1999
Skills
Real Estate Sales..., Associate Broker, Accredited Buyer Rep, Graduate Real Estate..., Relocation, Real Estate, Home, Investment Properties, Sellers, ABR, Selling, Foreclosures, Short Sales, Buyers, Property, Negotiation, First Time Home Buyers, Referrals, Residential Homes, Single Family Homes, REO, New Homes, Listings, Marketing, Move Up Buyers, New Home Sales, Buyer Representation, Real Estate Transactions, HUD, Vacation Homes, Relocation Buyers, e-PRO, Council of Residential..., Townhomes, Property Management, Investors, Listing Homes, Seniors, Seller Representation, Real Property, 1031 Exchanges, Sales
Education
Randolph-Macon College 1987 — 1991
Bachelors of Science, Business/Managerial Economics
Goochland High School 1984 — 1987
Advanced Diploma
Hanover County Public Schools 2006 - Present
Hanover County Public Schools 1999 - 2006
The Whitlock Group eBusiness Consulting 1998 - 1999
SunTrust Bank 1993 - 1998
Hamilton Beach Brands Inc. 1987 - 1993
Scott & Stringfellow 1981 - 1987
Skills
E-Learning, Staff Development, Instructional Design, Educational Technology, Instructional Technology, Curriculum Design, Technology Integration, Tutoring, Training, Lesson Planning, Adult Education, Public Speaking, Teacher Training, K-12, Networking, Editing, Higher Education, Leadership Development, Program Management, Fundraising, Leadership, Research, Nonprofits, Social Networking, Distance Learning, Classroom, Educational Leadership, Strategic Planning, Teaching, Community Outreach, Classroom Management, Special Education, Social Media, Coaching, Curriculum Development, Program Development, Organizational...
Education
University of Richmond
Bachelor's degree, Management Information Systems
Virginia Polytechnic Institute and State University
Master’s Degree, Educational/Instructional Technology
MetLife February 2015 - Present
MetLife April 2014 - February 2015
Northwestern Mutual April 2012 - April 2014
LPL Financial March 2010 - April 2012
Scott & Stringfellow June 2004 - March 2010
Freedom First Federal Credit Union December 2002 - April 2004
Walt Disney World August 2000 - January 2001
Skills
Series 7, Finance, Retirement Planning, Securities, Recruiting, Insurance, Customer Service, Series 63, Investments, Wealth Management, Financial Services, Retirement, Teamwork, Financial Advisory, Uniform Combined State..., FINRA, Mutual Funds, Series 66, IRAs, Outlook, Long Term Care Insurance, Life Insurance, Human Resources, Series 24, 401k Rollovers, Life, Wealth Management..., Event Planning, Strategic Communications, Corporate Communications, Writing
Education
Virginia Polytechnic Institute and State University 1998 — 2002
BA, Communication
Central Piedmont Community College
Certificate Program, Human Resources
Radford University 1999 — 2001
Media Studies
ACS, a Xerox Company September 2011 - December 2011
Saxon Mortgage August 2001 - December 2010
Scott & Stringfellow December 1998 - August 2001
US Navy September 1979 - January 1999
Skills
Call Center, Avaya, Workforce Management, ACD, T1, MPLS, ISDN, Frame Relay, Predictive Dialers, PRI, DS0, OC3, UDP, T3, Call Flow, Call Centers, Vendor Management, Telephony, Process Improvement, Project Management, People-oriented, Customer-focused Service, Telecommunications, Disaster Recovery, Cisco Technologies, CTI, IVR, Integration, Leadership, Technical Support, Unified Communications, Visio, Management
Education
University of Phoenix 1997 — 2000
MBA, Global Management
Carthage College 1992 — 1996
BA, Business Adminstration
University of Alaska Anchorage 1990 — 1992
AA, General Studies
Junaluska Enterprises 2008 - Present
finanSight 2006 - Present
Self 2000 - Present
Alltel Information Services 1997 - 2000
GTE Wireless 1992 - 1997
Scott & Stringfellow 1986 - 1991
Skills
Management, Strategy, Leadership, Start-ups, Mergers & Acquisitions, Product Management, Requirements Management
Education
Concord University 1986 — 1988
BSc, Finance and Business
Self-U-Fit and Fab Weight Loss Center 2012 - Present
HealthCare Access January 2009 - June 2012
Scott & Stringfellow March 2008 - January 2009
Skills
Strongly self-motivated, Building Strong..., Build Strong Teams, Strong Managerial..., Knowledge and use of...
Education
Forsyth Technical Community College 2001 — 2003
Business of Administration/Business Management
RJ.Reynolds High School 1995 — 1998
High School Diploma
Scott & Stringfellow December 2012 - June 2014
Wells Fargo Advisors April 2011 - December 2012
Merrill Lynch August 2006 - December 2010
Banc of America Investments April 2000 - August 2006
Ameriprise Financial April 1999 - March 2000
Skills
Wealth Management, Investments, Insurance, Finance, Series 7, Series 63, Mutual Funds, Securities, Retirement Planning, Asset Allocation, Portfolio Management, Asset Management, Equities, Banking, Financial Services, Loans, Fixed Income, Financial Advisory, Strategic Financial..., Sales, Alternative Investments, Public Relations
Education
College of Charleston 1994 — 1998
BA, Corporate Communication
Schafer Cullen Capital Management November 2012 - Present
Scott & Stringfellow March 1993 - November 2012
Skills
Mutual Funds, Investments, Strategic Financial..., Retirement, Alternative Investments, Investment Advisory, Wealth Management, Strategic Planning, Securities, Risk Management, Asset Allocation, Analysis, Retirement Planning, Asset Management, Leadership, Financial Planning, Series 65
Education
Averett University 1990 — 1992
Master of Business Administration (MBA)
Virginia Military Institute 1975 — 1979
BA
Cavalier Telephone April 2004 - December 2010
Scott & Stringfellow April 2000 - April 2004
Cadmus Communications April 1996 - April 2000
NASA - RMS Technologies March 1984 - April 1996
Skills
Vendor Management, Cross-functional Team..., Disaster Recovery, Telecommunications, Business Analysis, Mergers, Strategic Planning, Managed Services, Cloud Computing, Team Building, Data Center, VoIP, Project Management, Telephony, Process Improvement, SaaS, Program Management, Networking, Network Engineering, Virtualization
Education
University of Baltimore School of Law 1984 — 1988
Juris Doctorate, Law
Frostburg State University 1979 — 1983
BS, Double Degree - History and Politcal Science
NTLAN Computer Solutions August 2008 - Present
Parcel Transports May 2008 - Present
Fixflash June 2008 - October 2008
Entertainment Media Works April 2007 - July 2008
S&A Computer Services April 2007 - March 2008
Alliance Storage Technologies 2006 - 2008
Scott & Stringfellow January 2000 - April 2002
Skills
Project Management, Data Migration, Windows, Computer Hardware, Disaster Recovery, SharePoint, Windows 7, Troubleshooting, Customer Service, Laptops, Printers, Data Center, Dell Computers, A+ Certified, Active Directory, Networking, Microsoft SQL Server, Hardware, Virtualization, XP, Linux, ITIL, Technical Support
Education
Chancellor High
University of Phoenix
AA, IT
Virginia Commonwealth University
Deutsche Bank March 2015 - Present
Deutsche Bank March 2004 - February 2015
NASD February 2001 - February 2004
CIBC World Markets January 2000 - January 2001
Scott & Stringfellow January 1998 - December 1999
Smith Barney 1997 - 1997
Skills
Hedge Funds, AML, Investment Banking, Capital Markets, FINRA, Securities, KYC, Series 7, Securities Regulation, Prime Brokerage
Education
George Mason University 1994 — 2004
MBA, Finance
George Mason University - School of Management 1994 — 2004
MBA, Finance
Performance Food Group September 2013 - Present
Sheltering Arms Physical Rehabilitation Center July 2005 - August 2013
Capital One February 2001 - July 2005
GE Financial Assurance - Capital Brokerage Corporation November 1997 - February 2001
Scott & Stringfellow 1996 - 1997
General Medical Corporation 1995 - 1996
Owens & Minor 1993 - 1995
Skills
Healthcare, Applicant Tracking..., Talent Acquisition, Employee Relations, Recruiting, Human Resources, Team Building
Education
James Madison University 1987 — 1991
BA
Titan Leadership University
Davis Financial Strategies April 2011 - Present
Scott & Stringfellow February 2006 - April 2011
Planters Bank and Trust February 2004 - February 2006
Bank of America - Private Bank May 1999 - January 2004
Skills
Investments
Education
Campbell University 1994 — 1999
BBA, Trust Management and Financial Planning
Guidepoint Global June 2013 - Present
PMC Mortgage June 2012 - August 2012
Agilis International May 2011 - August 2011
Scott & Stringfellow May 2010 - July 2010
Skills
SEO, Telecommunications, Research, Editing, Market Research, Accounting, Event Planning, Photography, Strategy, Analysis, Sales, Financial Modeling, Financial Accounting, Mergers & Acquisitions, Data Analysis, Online Marketing, Proposal Writing, Access
Education
The George Washington University 2009 — 2013
International Business, Finance
Universitat Pompeu Fabra 2012 — 2012
International Business
Broderick Communications, LLC 2007 - Present
Capital One 2002 - 2007
Capital One 2000 - 2002
The Martin Agency 1998 - 2000
Scott & Stringfellow 1994 - 1998
Hawley Martin 1992 - 1994
Skills
Social Media Marketing, Advertising, Email Marketing, Marketing Communications, Marketing Strategy, Social Media, Google Analytics, Online Advertising, Marketing, Social Networking, Public Relations, Creative Direction, Entrepreneurship, Event Planning, Adobe Creative Suite, Marketing Research, Direct Marketing, Blogging, Management, Strategy
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Master of Business Administration (M.B.A.)
James Madison University
Bachelor's Degree, Business Administration and Management, General, Marketing & Spanish
Virginia Commonwealth University - School of Business
Universidad de Salamanca
Spanish Language and Literature
Arsenal 401k Advisors January 2014 - Present
Retirement Alliance, Inc. April 2011 - January 2014
Ameriprise Financial Services, Inc. 2005 - 2011
Alliance Capital Management / Hartford Retirement Plans Group 2000 - 2005
Scott & Stringfellow January 1995 - January 2000
United States Navy January 1979 - April 1984
Skills
ERISA, Qualified Retirement..., Retirement, Financial Advisory, Pensions, Investment Advisory, Investments, Defined Benefit, Defined Contribution, Wealth Management..., Series 65, Series 7, FINRA, Fiduciary Services, TPA, Mutual Funds, Series 6, Series 63, Profit Sharing, Retirement Plan..., 401k, Third Party..., 401k Recordkeeping, Asset Allocation
Education
The Center for Fiduciary Studies 2008 — 2009
AIF
College for Financial Planning 1991 — 1993
CFP
Randolph-Macon College 1974 — 1978
B.A.
Annandale High School
Carolina Financial Services Group January 2007 - Present
UBS April 2002 - January 2007
Scott & Stringfellow June 1998 - April 2002
Interstate Johnson Lane January 1992 - June 1998
Skills
Retirement Planning, Retirement, Portfolio Management, 401k, Financial Advisory, Risk Management, Financial Services, Fixed Annuities, Wealth Accumulation..., Wealth Preservation..., Wealth Management, Analysis, Integrity, IRAs, Financial Analysis, Variable Annuities, Investment Advisory, Asset Management, Mutual Funds, Strategy, Market Research, Indexed Annuities, Asset Allocation, Wealth Accumulation, Small Business, Trading, Equity Trading, Investment Strategies, Series 7, Securities, Options, Equities, Series 63, Investment Management, Wealth Management..., Fixed Income, Financial Markets, Stocks, Technical Analysis, Wealth, High Net Worth..., Series 65, Investors, Savings, Business, Money, Business Networking, Client Services, Retirement Plan..., Investments
Education
University of North Carolina at Chapel Hill 1983 — 1987
BS, Biology
Lombardi Capital Management, LLC. June 2007 - Present
Morgan Stanley Smith Barney (formerly Legg Mason) March 2001 - March 2007
Scott & Stringfellow October 1998 - March 2001
Skills
Wealth Management, Asset Allocation, Retirement Planning, Financial Analysis, Investment Advisory, Equities, Portfolio Management, Investments, Asset Management, Financial Planning, Tax-advantaged..., Liability Matching, Cash Flow Management, Asset Valuation, Fixed Income Portfolio..., Hedging, Interest Rate Risk..., Derivatives, Presentation Skills, Ethical Leadership, Small Business..., Regulatory Compliance
Education
Old Dominion University 1993 — 1998
B.S.B.A., Finance
CFA Institute
CFA Designation
Shorelys, LLC January 2013 - Present
Scott & Stringfellow June 2012 - August 2013
Skills
Entrepreneurship, Sales, Marketing, Customer Service, Leadership, Healthcare, Social Networking, Management, Networking, Research, Time Management
Education
Penn State University 2010 — 2015
Bachelor of Science (BS), Health Policy and Administration
New Hanover County Schools September 2014 - Present
Duplin County Schools August 2010 - September 2014
Pender County Schools August 2009 - June 2010
Wilmington Family YMCA June 2009 - August 2009
Ambassador/The Reserves Network September 2006 - November 2007
Scott & Stringfellow June 2006 - September 2006
Skills
Curriculum Design, Curriculum Development, Educational Technology, Tutoring, Teaching, Classroom, Educational Leadership, Lesson Planning, Elementary Education, Staff Development, Teacher Training, Instructional Technology, Higher Education, K-12, Instructional Design, E-Learning, Public Speaking, Research, Social Studies, Language Arts, Smartboard, Secondary Education, Leadership
Education
University of North Carolina at Wilmington 2008 — 2009
Education, Certified Middle School Language Arts and Social Studies
University of North Carolina at Wilmington 2003 — 2006
Bachelor of Arts (BA), English Literature (British and Commonwealth)
BB&T October 2011 - Present
BB&T January 2011 - October 2011
Scott & Stringfellow May 2010 - December 2010
Skills
Credit Analysis, Financial Analysis, Commercial Lending, Banking, Portfolio Management, Commercial Banking, Credit, Credit Risk, Loans, Capital Markets, Management, Analysis, Sales, Small Business Lending
Education
University of North Carolina at Greensboro 2006 — 2010
Bachelor of Science in Business Administration, Finance
Law Offices of Keith Waldrop December 2014 - September 2015
Kinetra LLC 1994 - 1999
Scott & Stringfellow 1991 - 1994
Gannett Fleming 1989 - 1990
Skills
Editing, Public Relations, Legal Writing, Marketing Communications, Mediation, Marketing Strategy, Corporate Communications, Wills, Marketing, Writing, Trade Shows, Business Development, Business Analysis, Strategic Planning, Investor Relations, Client Relations, Lobbying, Advertising, Account Management, Graphic Design, Event Management, Healthcare Information..., Project Management, Customer Service, Legal Research, Media Buying, Family Law, Management, Litigation, Research, Courts, Public Speaking
Education
John F. Kennedy University 2006 — 2010
Doctor of Law (J.D.)
James Madison University 1984 — 1988
BS
Vizant Technologies February 2015 - Present
Heartland Payment Systems March 2013 - February 2015
Capital One April 2012 - October 2012
GEICO October 2010 - April 2012
GEICO October 2005 - October 2010
GEICO September 2001 - October 2005
Legg Mason June 1999 - June 2001
Scott & Stringfellow 1994 - 1999
US Department of the Treasury May 1990 - June 1994
Skills
Business Intelligence, Payment Systems, Cash Management, Treasury Services, Payments, Analytics, Mobile Payments, Payment Card Processing, ACH, e-Payments, Fraud, Change Management, Business Strategy, Customer Retention, Customer Experience, Corporate Finance, Investments, Fundraising, Staff Development, Information Security..., Strategic Planning, Insurance, Analysis, Finance, Strategy, E-payments, Management, Business Analysis, Leadership, Executive Management
Education
WT Woodson HS
WT Woodson HS
Guilford College 1985 — 1989
BA, Economics and Political Science
Georgetown University 1992 — 1994
Graduate studies in Public Policy
Universidad de Guadalajara 1988 — 1988
Economics
US Federal Government February 2014 - Present
Floyd T. Craven Investment Club October 2011 - December 2013
High Point University April 2011 - December 2013
High Point University July 2011 - May 2013
Scott & Stringfellow May 2012 - August 2012
Wyle: Aerospace Group May 2011 - January 2012
High Point University October 2010 - October 2011
Naval Air Systems Command (NAVAIR) June 2010 - August 2010
Brian Murphy for Governor of Maryland 2010 May 2010 - August 2010
SouthPoint Church September 2006 - January 2010
Skills
Security Analysis, Accounting, Finance, XBRL, Leadership, Fundamental Analysis, Technical Analysis, Teamwork, Public Speaking, Long Term Relationship..., Technical Writing, Organization, Event Planning
Education
High Point University 2010 — 2013
B.S., Accounting, Finance Minor, Summa Cum Laude
Leonardtown High 2006 — 2010
Grant Thornton LLP August 2014 - Present
Grant Thornton LLP August 2011 - August 2014
Grant Thornton LLP January 2010 - August 2011
Scott & Stringfellow August 2006 - May 2008
Sageworks, Inc. June 2007 - July 2007
Skills
Assurance, US GAAP, SEC filings, CPA, GAAP, Financial Reporting, Internal Controls, Accounting, External Audit, Sarbanes-Oxley Act, Financial Accounting, Auditing
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2009
Accounting, Masters, Accounting
North Carolina State University - College of Management 2004 — 2008
Business Management, Concentration in Finance
- July 2013 - Present
Christchurch School January 2012 - June 2013
Frisch Capital Partners, LLC August 2009 - December 2011
Dynamis Advisors, LLC March 2009 - May 2009
The Manor Resort Realty Company, LLC October 2008 - December 2008
Scott & Stringfellow May 2008 - August 2008
Skills
Mergers & Acquisitions, Financial Analysis, Private Placements, Credit Analysis, Investments, Financial Planning, Wealth Management
Education
University of Virginia 2009 — 2009
McIntire Business Institute
Hampden-Sydney College 2004 — 2008
BA, Religion
Suffield Academy 2000 — 2004
St. Anne's-Belfield School 1988 — 2000
WAO Designs January 2009 - Present
Solace Management & Event Planning January 2007 - Present
AG Edwards & Sons January 1999 - March 2000
Scott & Stringfellow January 1992 - January 1999
Skills
Jewelry Design, Handmade Jewelry, Jewelry, Bracelets, Necklaces, Retail, Fashion, Apparel, Merchandising, Styling, Visual Merchandising, Luxury Goods, Trend, Fashion Design, Store Management
Education
Queens University of Charlotte 1993 — 1997
Rex UNC Healthcare April 2011 - Present
Scott & Stringfellow April 2010 - October 2010
IBM May 2006 - May 2009
IBM Global Services 2002 - May 2006
IBM Global Services 2001 - 2002
IBM August 1998 - 2001
Ultracom 1997 - 1998
Kevlin Leasing, Inc. 1996 - 1997
Heritage Landscaping & Horticultural Services 1994 - 1996
Builders Square, Inc 1993 - 1994
Skills
Project Management, Requirements Gathering, Software Development, Team Leadership, Testing, CRM, Business Process, PMP, Management, Analysis, Leadership, Data Analysis, Team Building, Six Sigma, Databases
Education
Michigan State University 1990 — 1992
Bachelor of Arts, Business Administration
Lansing Community College 1989 — 1992
Associates Degree, Accounting and Business
University of London 1991 — 1991
British culture and changes in society
Wake Technical Community College
Project Management
Pearson July 2010 - Present
The Dinner Garden August 2008 - June 2013
State of Illinois December 2008 - June 2009
Bast Services, Inc. December 2008 - May 2009
Olmstead Associates April 2007 - December 2008
Stanford Group Company 2007 - 2008
Wachovia Securities June 2004 - April 2007
Scott & Stringfellow March 2000 - June 2004
Skills
Financial Services, Vendor Management, Management Consulting, Process Improvement, Nonprofits, Program Management, Leadership, Business Analysis, Management, Business Process..., Change Management, Project Management, SDLC, Cross-functional Team..., Software Project...
Education
Benedictine University 2006 — 2008
International Business
University of Maryland University College
Bachelor's degree, Computer Science
Farmingdale Townhouses March 2015 - Present
Scott & Stringfellow June 2013 - August 2013
Farmingdale Townhouses May 2012 - August 2012
Skills
Microsoft Office, Research, Microsoft Excel, Customer Service, Public Speaking, PowerPoint, Microsoft Word, Leadership, Management, Social Media, Writing, Time Management
Education
University of Georgia - Terry College of Business 2010 — 2014
Bachelor's Degree, Economics
Sterling Capital Management LLC March 2015 - Present
Sterling Capital Management LLC January 2013 - March 2015
Scott & Stringfellow June 2012 - December 2012
Scott & Stringfellow November 2007 - June 2012
Scott & Stringfellow January 2005 - November 2007
Scott & Stringfellow October 2000 - January 2005
Skills
Series 7, Series 63, Wealth Management, Securities, Investments, Financial Services, Portfolio Management, Asset Management, Asset Allocation, Marketing
Education
University of Richmond
Bachelor of Liberal Arts, Interdisciplinary Studies, Minor in Business
James Madison University
Clear Ballot Group June 2012 - Present
Tuck School of Business at Dartmouth College September 2010 - June 2012
Bristol-Myers Squibb 2011 - 2011
L.E.K. Consulting September 2007 - March 2010
Scott & Stringfellow August 2006 - September 2006
Skills
Financial Modeling, Management Consulting, Valuation, Strategy, Due Diligence, Business Strategy, Competitive Analysis, Market Entry, Growth Strategies, Entrepreneurship, Financial Analysis, Mergers & Acquisitions, Business Analysis, Corporate Development, Private Equity, Analysis, Strategic Consulting, Business Development, Portfolio Management, Venture Capital, Product Management, Market Analysis, Consulting, Market Research, Emerging Markets, Corporate Finance, Analytics, Start-ups
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2010 — 2012
M.B.A.
Dartmouth College 2003 — 2007
A.B., Classical Archeology, Economics
VALIC, Financial Advisors December 2010 - Present
Sherwood Forest Capital Management January 2009 - January 2012
Morgan Stanley Smith Barney July 2002 - December 2008
Chesterfield Airport Advisory Board 2001 - 2008
Scott & Stringfellow October 1997 - July 2002
Skills
Retirement Planning, Wealth Management, Investment Advisory, Mutual Funds, Retirement, Insturment Rated..., Sweep and Scull Rowing, Management, Equities, Investments, Financial Services, Strategic Financial..., Financial Advisory, Fixed Income, Alternative Investments, Estate Planning, Finance, FINRA, Insurance, Investment Strategies, Securities, Series 63, Series 7, Financial Planners, 401k, Asset Allocation, IRAs, Term Life Insurance, Financial Planning
Education
Florida Institute of Technology 1986 — 1989
Bachelor of Science, Aviation Mangement
University of San Diego 1977 — 1980
Associate of Arts, Business Administration
IT BB&T Securities January 2012 - Present
Scott & Stringfellow January 2007 - January 2012
Skills
Recruiting, Visio, Series 7, Securities, Public Speaking, Equities
Education
Cal Southern University 1994 — 1996
MBA, Business
Florida Southern College 1991 — 1994
Bachelor's, Finance
Osceola High School 1987 — 1991
CapRock September 2015 - Present
BB&T Capital Markets February 2015 - September 2015
BB&T Capital Markets September 2004 - February 2015
Scott & Stringfellow July 2002 - September 2004
BB&T January 2002 - July 2002
Skills
Capital Markets, Fixed Income, Financial Modeling, Bloomberg, Structured Finance, Financial Structuring, Derivatives, Structured Products, Interest Rate..., Securitization, Private Placements, Municipal Bonds, Public Finance, Finance, Financial Analysis, Investment Banking, Bonds, Securities, ABS, Series 7, Strategic Planning, Corporate Finance, Valuation, Series 63
Education
University of North Carolina at Charlotte - Belk College of Business 1997 — 2001
Bachelor's degree, Finance and Financial Management Services
University of North Carolina at Wilmington 1997 — 1998
Blue Ridge Bank June 2007 - Present
Scott & Stringfellow June 2002 - August 2002
Skills
Commercial Banking, Commercial Lending, Loans
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 2003 — 2007
Business, Finance, Insurance & Business Law
James Madison University 2015 — 2017
Master of Business Administration (MBA)
Graduate School of Banking at LSU 2010 — 2012
ECU-RMA Commercial Lending School 2009 — 2015
Scott & Stringfellow July 2005 - Present
Education
East Carolina University - College of Business 1987 — 1992
Meredith College 1987 — 1991
CarMax July 2007 - Present
Scott & Stringfellow 2006 - 2007
Skills
Team Leadership, Python, PowerPoint, Teradata, Budget Process, Strategic Planning, Microsoft Excel, Financial Analysis, Communication, Process Improvement, Analysis, Forecasting, Retail, Data Analysis
Education
Towson University 1996 — 2000
M.A.T., Secondary Math Education
Lehigh University - College of Business and Economics 1991 — 1995
B.S., Accounting
Towson High School 1987 — 1991
Performance Insights, LLC November 2011 - Present
Know No Bounds, LLC January 2006 - Present
Encore Partners May 2003 - October 2005
Scott & Stringfellow August 1990 - January 2003
Skills
Training, Coaching, Strategy, Public Speaking, Consulting, Management Consulting, Business Strategy, Program Management, Team Building, Executive Coaching, Sales, Collaborative Problem..., Sales Workshops, Practice Management..., Content Creation, Webinars, 360 Assessments, Leadership, Management, Wealth Management, Investments, Retirement Planning, Marketing
Education
University of Richmond - Robins School of Business 1986 — 1990
Bachelor of Science (BS), Business Administration and Management, General
Kent School 1983 — 1985
High School Diploma
Native to the south of England
her bachelor's
Northrop Grumman Information Systems November 2009 - Present
Astyra Corporation October 2007 - November 2009
Northrop Grumman 2007 - 2009
Scott & Stringfellow June 2007 - September 2007
Staffing Technologies December 2006 - June 2007
VITA March 2006 - December 2006
gX Technologies September 2004 - February 2006
Bell Tech.logix May 2004 - September 2004
Orange Technologies March 2001 - May 2004
Marriott International February 1999 - February 2000
Skills
VCP, VMware ESX, MCSE, Microsoft Exchange, VMware, Microsoft Certified..., Virtualization, SharePoint, Windows Server, Disaster Recovery, Active Directory, Technical Support, Security, Servers, System Administration, Networking, Network Security, Data Center, Troubleshooting, VPN, IT Management, Hardware, Group Policy, ITIL, Operating Systems, IT Operations, Information Technology, TCP/IP, Information Security, Software Installation, Windows, vSphere, Server Architecture, Microsoft Technologies, A Certified, XP, Computer Security, System Deployment, Cisco Technologies, Network Administration, Windows 7, Computer Hardware, HP, WAN, DNS, CISSP, DHCP, Firewalls, Integration, Infrastructure
Education
The George Washington University 1992 — 1997
BA, Journalism
Trinity 1987 — 1990
None, Middle school
Intercontinental Exchange, Inc. April 2015 - Present
IntercontinentalExchange, Inc. March 2014 - Present
NYSE Euronext November 2012 - March 2014
Institutional Shareholder Services November 2010 - August 2012
Wachovia Bank June 2010 - November 2010
Ekman Recycling January 2010 - June 2010
Amerigroup Corp July 2009 - December 2009
Virginia Beach Public Schools November 2004 - June 2009
Frank Media Group May 2005 - August 2005
Scott & Stringfellow March 2004 - May 2004
Skills
Finance, Risk Management
Education
Strome College of Business 2006 — 2008
MBA, Business Administration/Finance
Old Dominion University 2003 — 2005
B.S.B.A, Finance
Regional Investment Firm March 2010 - Present
Ferris, Baker Watts, Inc. August 2002 - April 2009
Scott & Stringfellow May 1997 - August 2002
First Citizens Bank and Trust Company, Inc. 1994 - 1997
First Citizens Bank and Trust Company, Inc. 1994 - 1997
First Citizens Bank and Trust Company, Inc. 1994 - 1997
First Virginia Bank 1984 - 1994
Skills
Investments, Financial Analysis, Credit, Credit Analysis, Banking, Risk Management, Loans, Commercial Banking, Commercial Lending, Mortgage Lending, Strategic Planning, Series 7, Business Strategy, Investment Advisory, Asset Allocation, Equities, Alternative Investments, Securities, Retail Banking
Education
Salem College 1980 — 1984
Bachelor's degree, Economics and Economics Management
Arendell Parrott Academy 1968 — 1980
Scott & Stringfellow Compliance Associate ManagerFirst Clearing, LLC2005 - 2007
Wachovia Securities 2005 - 2007
Education
Georgetown University 1970 — 1974
Shenandoah University February 2010 - Present
Saxon Mortgage 2002 - 2005
Scott & Stringfellow 1994 - 2003
Education
Lynchburg College 1989 — 1993
GSC November 2012 - Present
Windstream Hosted Solutions December 2011 - November 2012
PAETEC July 2011 - December 2011
Cavalier Telephone May 2004 - December 2010
Scott & Stringfellow 2002 - 2004
Georgia-Pacific LLC 1998 - 2002
Computer Sciences Corporation 1996 - 1998
Skills
Data Center, Active Directory, Virtualization, Disaster Recovery, Microsoft Exchange, IT Management, Windows Server, VPN, Cisco Technologies, VMware, Telecommunications, Technical Support, Hardware, Network Engineering, Cisco IOS, LAN-WAN, VoIP, Security, System Administration, VMware ESX, Network Design, Switches, Troubleshooting, Firewalls, Routers, WAN, Network Security, Help Desk Support, DNS
Education
Strayer University 2004 — 2009
BS, Information Systems
Wake Technical Community College 1991 — 1993
AAS, Computer Engineering
NRI Management Group, LLC February 2013 - Present
Scott & Stringfellow August 2012 - January 2013
Science Museum of Virginia June 2012 - July 2012
INR Energy April 2008 - December 2011
Earth Tech November 2006 - April 2008
SunCom Wireless April 1999 - July 2006
Skills
Accounting, Account Reconciliation, GAAP, Internal Controls, Bank Reconciliation, Sarbanes-Oxley, Financial Statements, Internal Audit, Outlook, Negotiation, Payroll, Accruals, Consolidation, Accounts Payable, Process Improvement, Budgets, Due Diligence, SEC filings, Cash Flow, Business Analysis, SharePoint, Operations Management, Journal Entries, Cost Accounting, Financial Accounting, QuickBooks, ADP Payroll, Managerial Finance, Cash Flow Forecasting, US GAAP, ERP, PeopleSoft, Team Building, Accounts Receivable, Change Management, Access, Finance, Recruiting, Hyperion Enterprise, Fixed Assets, Microsoft Excel, Microsoft Office, Small Business, Project Management, Cash Management, Training, Microsoft Dynamics GP, Microsoft Dynamics NAV, Crystal Reports
Education
Bournemouth University 1994 — 1997
BA Honors, Accounting
Sweetgrass Social Event & Design January 2009 - Present
CreateSpace, part of the Amazon.com group June 2008 - May 2011
Miller Motte Technical College December 2006 - June 2008
South Carolina Traffic Audit September 2004 - December 2006
WSPA News Channel 7 January 2006 - April 2006
Scott & Stringfellow May 2005 - September 2005
Skills
Budgets, Customer Service, Editing, Event Planning, Interviews, Management, Marketing, Press Releases, Project Planning, Sales, Selling, Social Media, Training, Social Media Marketing, Social Networking
Education
Anderson University 2002 — 2006
Bachelor of Arts, Communications
vWise, Inc. 2014 - Present
RELIANCE TRUST COMPANY 2012 - 2014
MATRIX COMMUNICATIONS TECHNOLOGIES, LLC (Formerly: ICC Plan Solutions, LLC) 2003 - 2011
Scott & Stringfellow 2002 - 2007
CENTRAL PIEDMONT COMMUNITY COLLEGE 1996 - 2007
WELLS FARGO ADVISORS (Formerly: Wheat First Butcher Singer) 2000 - 2002
WELLS FARGO ADVISORS (Formerly: Wheat First Butcher Singer) 1996 - 2000
LITTLE ACES PROGRAM 1992 - 1996
CARMEL COUNTRY CLUB 1990 - 1996
Skills
Financial Services, Sales, Public Speaking, Investments, Retirement, Retirement Planning, Mutual Funds, Wealth Management, Asset Managment, 401k, Asset Allocation, Insurance, Investment Management, Series 7, Pensions, Securities, Defined Benefit, Strategic Financial..., Employee Benefits, Asset Management, Defined Contribution
Education
University of North Carolina at Charlotte
Bachelor of Arts, Economics
Scott & Stringfellow February 2011 - Present
Dow Jones August 2010 - January 2011
NYC Department of Environmental Protection January 2010 - July 2010
MBS Insight August 2009 - December 2009
OHIA, Nassaucounty, NY February 2009 - July 2009
International Flavors & fragrances, NJ November 2008 - February 2009
1800flowers.com October 2007 - October 2008
Canon, USA October 2005 - August 2007
Education
Sri Venkateswara University 1980 — 1982
M.Tech, Telecommunications & Instrumentation
Jawaharlal Nehru Technological University 1975 — 1980
B.Tech, Electronics & Telecommunications
VeriClaim, Inc. February 2014 - Present
Tenco Services Inc. April 1996 - February 2014
NEA Valubuilder- Nationwide Insurance 1994 - 1996
State Farm 1989 - 1994
Scott & Stringfellow 1987 - 1989
Skills
Property & Casualty..., Liability, Insurance, Claim, Claims Management, Subrogation, Commercial Insurance, Underwriting, Legal Liability, Professional Liability, Casualty, Reinsurance
Education
Radford University - College of Business and Economics 1984 — 1987
BS, Finance
New River Community College 1982 — 1984
Associate of Science (A.S.), Business Administration and Management, General
Pulaski County High School 1979 — 1982
Scott & Stringfellow December 2008 - Present
LandAmerica August 1998 - December 2008
Elliptus Technologies, Inc 1998 - 2002
Skills
SSIS, SSRS, SQL Server, SQL, ETL, Database Design, DTS, T-SQL, Disaster Recovery, Databases, Windows, Crystal Reports, SharePoint, Database Administration, VBScript, Deployment, Access, Citrix, Microsoft SQL Server, IIS, Performance Tuning, Security, SDLC
Education
Longwood University 1991 — 1995
BS, Business Administration
Eck Enterprises, Inc. August 1997 - Present
Scott & Stringfellow August 1994 - July 1997
Skills
Real Estate Development, Property Management, Investment Properties, Real Estate, Sellers, Contract Negotiation, Investments, Negotiation, Leases, Residential Homes, Strategic Planning, Home, Construction, Brokerage, Business Development, Financial Analysis, Budget, Real Estate Transactions, Microsoft Office, First Time Home Buyers
Education
Virginia Commonwealth University - School of Business 1998 — 2002
MBA, Real Estate and Urban Land Development
Randolph-Macon College 1990 — 1994
Bachelors, Business/Economics
Piper Jaffray March 2011 - Present
KeyBanc Capital Markets September 2010 - March 2011
BB&T Capital Markets June 2004 - September 2010
Scott & Stringfellow May 2003 - June 2004
BB&T January 2003 - May 2003
Skills
Fixed Income, Series 63, Series 7, Investments, Bonds, Securities, Asset Management, Financial Analysis
Education
Hampden-Sydney College 1998 — 2002
Bachelors, Managerial Economics
Scott & Stringfellow August 2006 - November 2012
Genworth Financial September 2001 - July 2006
Skills
Securities, Fixed Income, Mutual Funds, Equities, Investment Advisory
Education
Syracuse University
Bachelors, Economics
TowneBank February 2004 - Present
Raymond James 2004 - Present
Scott & Stringfellow June 2001 - February 2004
Skills
Investments, Financial Analysis, Finance, Credit Risk, Risk Management, Customer Service, Sales, Sales Management, Management, Asset Management, Retirement Planning, Strategic Planning, Portfolio Management, Strategic Financial..., Public Speaking, Relationship Management, Insurance
Education
University of Richmond - Robins School of Business 1983 — 1987
Bachelor's, Business Administration
Scott & Stringfellow April 1997 - Present
Education
James Madison University 1990 — 1994
bba, finance
Hamill Capital Management July 2006 - Present
Scott & Stringfellow 1999 - 2006
Skills
Equities
Education
Marymount University
BBA, Health Care Admin, Gerontology
The George Washington University
Morton Consulting May 2015 - August 2015
Scott & Stringfellow October 2011 - March 2013
Apex Systems March 2011 - November 2011
eTelic Inc November 2010 - April 2011
Collabera June 2010 - February 2011
Capital Techsearch Inc. February 2010 - April 2010
Morton Consulting September 2009 - February 2010
QTS March 2005 - March 2009
Saxon Mortgage November 2002 - March 2005
CliffStone June 1999 - September 2001
Skills
Microsoft SQL Server, .NET, C#, Visual Studio, ASP.NET, T-SQL, IIS, Web Services, XML, jQuery, ASP.NET MVC, Databases, SQL
Education
Lynchburg College 1990 — 1994
Master's degree, Counseling
Lynchburg College
BA: History
BB&T Securities, LLC January 2013 - Present
Gold's Gym 2004 - Present
Scott & Stringfellow May 2006 - December 2012
Wachovia Secrurities November 2006 - May 2008
Circuit City November 2002 - May 2006
Skills
FINRA
Education
University of Maine 1997 — 2002
Bachelor, Business Administration, Psychology
Scott & Stringfellow October 1995 - Present
Department of State 2013 - 2014
Joint Special Operations October 1999 - April 2007
Skills
Investment Advisory, Securities, Mutual Funds, Wealth Management, Series 7, Counterterrorism, Retirement, Portfolio Management, Strategic Financial..., Investments, Retirement Planning, Equities, Asset Management, Risk Management
Education
US Army War College 2009 — 2011
Master's Degree, Strategic Studies
Averett University 1998 — 2000
Master of Business Administration (MBA)
Virginia Military Institute 1983 — 1987
Bachelor of Arts (B.A.), History/English
UBS Financial Svc Inc March 2014 - Present
Scott & Stringfellow May 2012 - May 2013
Maxim Healthcare Services March 2010 - May 2013
Corning Federal Credit Union August 2008 - March 2010
Farmers Insurance September 2005 - June 2008
Education
University of North Carolina at Wilmington 2011 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
Scott & Stringfellow April 1973 - Present
Fishing Bay Yacht Club 2001 - 2003
Skills
Valuation, Financial Modeling, Equities, Investments
Education
University of Virginia - Darden Graduate School of Business Administration 1971 — 1973
Master of Business Administration (MBA)
Trinity College-Hartford 1963 — 1967
Bachelor of Science (BS), Engineering
Episcopal High School 1958 — 1963
Pilot Investment Services, LLC August 2015 - Present
Pilot Portfolio Management May 2013 - July 2015
Scott & Stringfellow October 2010 - March 2013
UBS September 1999 - October 2010
Merrill Lynch 1993 - 1999
US Air Force January 1985 - December 1992
Skills
Risk Management, Series 7, Asset Managment, Financial Analysis, Portfolio Management, Strategic Financial..., Securities, Equities, Asset Management, Financial Modeling, Alternative Investments, Investments, Fixed Income, Wealth Management, Retirement Planning, Financial Services
Education
U.S. Air Force Institute of Technology 1990 — 1991
MS, Cost Analysis
State University of New York Maritime College 1981 — 1985
BE, Electrical Engineering
WellPoint February 2014 - Present
Amerigroup Corporation January 2007 - Present
Scott & Stringfellow 1982 - 1985
Skills
PeopleSoft, Accounts Payable, Accounts Receivable, Accounting, Account Reconciliation, Payroll, General Ledger, Journal Entries
Education
Strome College of Business 1994 — 1998
BS, Finance, Accounting
Merrill Lynch February 2010 - Present
Scott & Stringfellow January 2009 - February 2010
Skills
Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Outlook, Wealth Management
Education
University of Mississippi 2004 — 2008
B.A., HISTORY
Synergy Global Solutions April 2015 - Present
Self Employed February 2009 - Present
VA Staffing Inc. and Volt Management Corp. February 2009 - February 2014
VA Staffing Inc. and Volt Management Corp. February 2009 - February 2014
BASF February 2009 - June 2009
CarMax November 2003 - November 2008
CarMax November 2003 - November 2008
SUPERVALU June 2000 - November 2003
Scott & Stringfellow April 1994 - May 1999
Skills
Servers, Technical Support, Troubleshooting, Operating Systems, Software Installation, Hardware, Networking, Printers, Project Management, System Deployment, Switches, Software Documentation, Software Development, Training, Software Engineering, Customer Service, Web Applications, Mobile Devices
Education
ECPI College of Technology 1999 — 2001
AAS, Computer Electronics Technology
Thomas Jefferson High School (JHW) 1982 — 1986
HS Diploma
Port Discovery Children's Museum March 2012 - Present
Stifel Nicolaus June 2006 - September 2011
Scott & Stringfellow February 2004 - August 2004
Skills
Equity Research, Valuation, Financial Modeling, Equities, Research, Investments, Bloomberg, Economics, Series 7, Financial Analysis, Fixed Income, Equity Valuation, Microsoft Excel, Fundraising, Microsoft Office, Asset Managment, Corporate Finance, Alternative Investments, Hedge Funds
Education
Indiana University Bloomington 2004 — 2006
BS, Mathematics
Indiana University Bloomington 2004 — 2006
BA, Economics
Culver Academies 2000 — 2002
High School
BB&T May 2014 - Present
Scott & Stringfellow April 2011 - May 2014
Waddell & Reed 2009 - 2011
Education
University of South Carolina-Columbia 2002 — 2006
Jenifer H. Cryer, CPA 2005 - Present
West End Presbyterian Church 2005 - 2009
Advanced Orthopaedic Centers 2003 - 2005
KPMG 2001 - 2003
Atlantic Capital Management 1998 - 1999
Scott & Stringfellow 1997 - 1998
Education
The College of William and Mary - The Mason School of Business 2000 — 2001
MS, Accounting
Randolph-Macon College 1993 — 1997
BA, Business & Economics
Scott & Stringfellow June 2009 - Present
BBT Scott & Stringfellow 2009 - Present
Wachovia Securities 2003 - 2009
Merrill Lynch 1997 - 2003
Education
University of Maryland College Park
Appomattox Insurance & Financial Services, Inc. January 2010 - Present
Community Bankers Securities, LLC January 2007 - January 2010
Bank of McKenney July 2006 - January 2007
Appomattox Insurance & Financial Services, Inc. June 2004 - July 2006
Scott & Stringfellow November 1994 - June 2004
Bank of McKenney August 1992 - November 1994
National Park Service 1984 - 1989
Sovran Bank 1987 - 1988
Kitchens Stop & Shop 1978 - 1982
Education
Virginia Commonwealth University 1999 — 2004
Master of Arts (M.A.), English Literature
The College of William and Mary 1984 — 1987
Bachelor of Arts (B.A.), American History (United States)
Richard Bland College of the College of William and Mary 1982 — 1984
Associate of Science (A.S.)
Bollingbrook Day School
Prince George High School
Retired October 1992 - February 2005
Scott & Stringfellow October 1992 - February 2005
Education
University of Richmond 1959 — 1962
Bachelor of Science (BS), Economics