Anderson & Strudwick
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Anderson & Strudwick Employees
Employee
Years
Job
Industry
Alex J Galanides Alex J Galanides's Anderson & Strudwick Experience August 2005 - November 2008
Job Senior Help Desk Analyst(Tier 2)
Industry Information Technology and Services
Experience
HCL Technologies June 2012 - Present
Support Space January 2010 - July 2012
My Computer Career August 2011 - May 2012
JK HARRIS & CO June 2009 - November 2009
Anderson & Strudwick August 2005 - November 2008
UBS FINANCIAL SERVICES July 1997 - August 2005
SANDLER FOODS April 1993 - June 1997
NC Farm Bureau February 1985 - April 1993
Skills
Security, Management, Networking, Account Management, Windows Server, Cold Calling, Customer Service, Troubleshooting, Technical Recruiting, New Business Development, System Administration, Sales, Microsoft Office, Active Directory, Business Development, Technical Support, Consulting
Education
North Carolina State University 1982 — 1991
BA, Business Management and Communications
NC State University
Bachelors, Business Management/Communications
Norfolk Academy
HCL Technologies June 2012 - Present
Support Space January 2010 - July 2012
My Computer Career August 2011 - May 2012
JK HARRIS & CO June 2009 - November 2009
Anderson & Strudwick August 2005 - November 2008
UBS FINANCIAL SERVICES July 1997 - August 2005
SANDLER FOODS April 1993 - June 1997
NC Farm Bureau February 1985 - April 1993
Skills
Security, Management, Networking, Account Management, Windows Server, Cold Calling, Customer Service, Troubleshooting, Technical Recruiting, New Business Development, System Administration, Sales, Microsoft Office, Active Directory, Business Development, Technical Support, Consulting
Education
North Carolina State University 1982 — 1991
BA, Business Management and Communications
NC State University
Bachelors, Business Management/Communications
Norfolk Academy
David Fanciullacci, AAMS® David Fanciullacci, AAMS®'s Anderson & Strudwick Experience August 2010 - December 2011
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James September 2013 - Present
RockPort Global Advisors October 2012 - September 2013
RockPort Global Advisors October 2011 - October 2012
Anderson & Strudwick August 2010 - December 2011
Education
University of South Florida 2008 — 2012
Bachelor's degree, International Business- Economics Concentration
Raymond James September 2013 - Present
RockPort Global Advisors October 2012 - September 2013
RockPort Global Advisors October 2011 - October 2012
Anderson & Strudwick August 2010 - December 2011
Education
University of South Florida 2008 — 2012
Bachelor's degree, International Business- Economics Concentration
Clayton Jones Clayton Jones's Anderson & Strudwick Experience July 2008 - November 2010
Job CoFounder and Managing Director at ClearTrail Capital
Industry Investment Banking
Experience
HomeAgain April 2015 - Present
ClearTrail Capital LLC August 2014 - Present
Shelter Legal Services July 2009 - May 2015
Wunderlich Securities November 2010 - July 2014
Anderson & Strudwick July 2008 - November 2010
Ferris, Baker Watts March 2006 - June 2008
GE Energy Financial Services July 2003 - February 2006
GE Healthcare Financial Services January 2003 - June 2003
GE Global Sponsor Finance – Private Equity Investments June 2002 - December 2002
BAE SYSTEMS NORTH AMERICA June 2001 - December 2001
Skills
Private Equity, Equities, Financial Modeling, Investments, Mergers, Valuation, Strategy, Mergers & Acquisitions, Investment Banking, Corporate Finance, Management, IPO
Education
The College of William and Mary - The Mason School of Business 2000 — 2002
MBA, Finance
United States Military Academy at West Point 1990 — 1994
Norfolk Academy
HomeAgain April 2015 - Present
ClearTrail Capital LLC August 2014 - Present
Shelter Legal Services July 2009 - May 2015
Wunderlich Securities November 2010 - July 2014
Anderson & Strudwick July 2008 - November 2010
Ferris, Baker Watts March 2006 - June 2008
GE Energy Financial Services July 2003 - February 2006
GE Healthcare Financial Services January 2003 - June 2003
GE Global Sponsor Finance – Private Equity Investments June 2002 - December 2002
BAE SYSTEMS NORTH AMERICA June 2001 - December 2001
Skills
Private Equity, Equities, Financial Modeling, Investments, Mergers, Valuation, Strategy, Mergers & Acquisitions, Investment Banking, Corporate Finance, Management, IPO
Education
The College of William and Mary - The Mason School of Business 2000 — 2002
MBA, Finance
United States Military Academy at West Point 1990 — 1994
Norfolk Academy
Kyle Henry's Anderson & Strudwick Experience April 2010 - August 2010
Job Partner at Venture Connects
Industry Venture Capital & Private Equity
Experience
Startup Weekend October 2014 - Present
Venture Connects August 2014 - Present
Carbon Green December 2013 - August 2014
Local Foods Grocer & Distributor February 2014 - July 2014
Distant Village Packaging September 2011 - January 2014
Collins Stewart August 2010 - September 2011
Anderson & Strudwick April 2010 - August 2010
Dimension Trading Group LLC June 2007 - December 2009
Citigroup 2006 - 2006
Skills
Business Development, Packaging, Sales, Equities, Marketing, Asset Management, Investments, Budgets, Strategy, New Business Development, Strategic Partnerships, Business Strategy, Management, Start-ups, Entrepreneurship, Marketing Strategy
Education
Indiana University - Kelley School of Business 2003 — 2007
B.S., Finance
Barrington H.S. 1999 — 2003
Startup Weekend October 2014 - Present
Venture Connects August 2014 - Present
Carbon Green December 2013 - August 2014
Local Foods Grocer & Distributor February 2014 - July 2014
Distant Village Packaging September 2011 - January 2014
Collins Stewart August 2010 - September 2011
Anderson & Strudwick April 2010 - August 2010
Dimension Trading Group LLC June 2007 - December 2009
Citigroup 2006 - 2006
Skills
Business Development, Packaging, Sales, Equities, Marketing, Asset Management, Investments, Budgets, Strategy, New Business Development, Strategic Partnerships, Business Strategy, Management, Start-ups, Entrepreneurship, Marketing Strategy
Education
Indiana University - Kelley School of Business 2003 — 2007
B.S., Finance
Barrington H.S. 1999 — 2003
Jerry Dorenfeld Jerry Dorenfeld's Anderson & Strudwick Experience April 2010 - August 2011
Job Vice President, Financial Advisor at Capital Guardian LLC
Industry Financial Services
Experience
Capital Guardian LLC August 2011 - Present
Anderson & Strudwick April 2010 - August 2011
RBC Wealth Management October 2008 - April 2010
Morgan Stanley October 1998 - October 2008
Skills
Investments, Management
Education
University of North Carolina at Charlotte 1985 — 1988
MBA, Business
Virginia Polytechnic Institute and State University 1980 — 1984
BS, Mechanical Engineering
Milford Mill 1977 — 1980
Capital Guardian LLC August 2011 - Present
Anderson & Strudwick April 2010 - August 2011
RBC Wealth Management October 2008 - April 2010
Morgan Stanley October 1998 - October 2008
Skills
Investments, Management
Education
University of North Carolina at Charlotte 1985 — 1988
MBA, Business
Virginia Polytechnic Institute and State University 1980 — 1984
BS, Mechanical Engineering
Milford Mill 1977 — 1980
Jerdon Durham Jerdon Durham's Anderson & Strudwick Experience April 1998 - April 2000
Job Medical Sales Consultant at Home Care Delivered
Industry Medical Devices
Experience
Home Care Delivered Financial Specialist Branch SalesWachovia BankApril 2000 - April 2005
Anderson & Strudwick April 1998 - April 2000
Education
Longwood University 1989 — 1992
B.S. Business, Management
Home Care Delivered Financial Specialist Branch SalesWachovia BankApril 2000 - April 2005
Anderson & Strudwick April 1998 - April 2000
Education
Longwood University 1989 — 1992
B.S. Business, Management
Richard Ware, CFA Richard Ware, CFA's Anderson & Strudwick Experience 1983 - 1985
Job Chief Investment Officer at Chesapeake Investment Group
Industry Investment Management
Experience
Chesapeake Investment Group March 2014 - Present
The Trust Company of Virginia October 2000 - February 2014
Wachovia Bank January 1998 - October 2000
Jefferson National Bank 1994 - January 1998
American General Life Companies is now part of the AIG Family! 1988 - 1994
Davenport & Company LLC 1985 - 1987
Anderson & Strudwick 1983 - 1985
Education
The College of William and Mary - The Mason School of Business 1981 — 1983
MBA, Finance
Hampden-Sydney College 1977 — 1981
BS/BA, Mathematics and Economics
Collegiate 1965 — 1977
High School
Chesapeake Investment Group March 2014 - Present
The Trust Company of Virginia October 2000 - February 2014
Wachovia Bank January 1998 - October 2000
Jefferson National Bank 1994 - January 1998
American General Life Companies is now part of the AIG Family! 1988 - 1994
Davenport & Company LLC 1985 - 1987
Anderson & Strudwick 1983 - 1985
Education
The College of William and Mary - The Mason School of Business 1981 — 1983
MBA, Finance
Hampden-Sydney College 1977 — 1981
BS/BA, Mathematics and Economics
Collegiate 1965 — 1977
High School
Mike Teegarden Mike Teegarden's Anderson & Strudwick Experience 2007 - May 2011
Job Senior Vice President Wealth Management at The Main Street Group
Industry Financial Services
Experience
The Main Street Group May 2011 - Present
The Main Street Group April 2011 - Present
Anderson & Strudwick 2007 - May 2011
Wachovia Securities August 2004 - September 2007
Morgan Stanley July 2000 - August 2004
Skills
Retirement Planning, Strategic Financial..., Investments, Asset Allocation, Investment Advisory, Wealth Management, Securities, Mutual Funds, Series 7, Asset Managment, Financial Advisory, Fixed Annuities
Education
Virginia Commonwealth University 1992 — 1995
M.A., Administration
Marietta College 1981 — 1985
BA, English/History
The Main Street Group May 2011 - Present
The Main Street Group April 2011 - Present
Anderson & Strudwick 2007 - May 2011
Wachovia Securities August 2004 - September 2007
Morgan Stanley July 2000 - August 2004
Skills
Retirement Planning, Strategic Financial..., Investments, Asset Allocation, Investment Advisory, Wealth Management, Securities, Mutual Funds, Series 7, Asset Managment, Financial Advisory, Fixed Annuities
Education
Virginia Commonwealth University 1992 — 1995
M.A., Administration
Marietta College 1981 — 1985
BA, English/History
Robert McRae Robert McRae's Anderson & Strudwick Experience August 2010 - August 2010
Job Student at Presbyterian College
Industry Financial Services
Experience
Presbyterian College Golf Team August 2010 - Present
Anderson & Strudwick August 2010 - August 2010
Georgia Special Olympics May 2010 - August 2010
Corporate Mailing May 2009 - August 2009
Fat Man's August 2005 - August 2009
Education
Presbyterian College 2007 — 2011
Bachelor of Science, Business Management; Media Studies; Political Science
Presbyterian College Golf Team August 2010 - Present
Anderson & Strudwick August 2010 - August 2010
Georgia Special Olympics May 2010 - August 2010
Corporate Mailing May 2009 - August 2009
Fat Man's August 2005 - August 2009
Education
Presbyterian College 2007 — 2011
Bachelor of Science, Business Management; Media Studies; Political Science
Brian Regrut Brian Regrut's Anderson & Strudwick Experience 2003 - 2009
Job Regrut Communications
Industry Public Relations and Communications
Experience
Values Institute of America 2002 - Present
Regrut Communications January 1990 - Present
Anderson & Strudwick 2003 - 2009
Bell System March 1970 - December 1989
Skills
Speech Writing, Media Relations, Strategic Communications, Corporate Communications, Crisis Communications, Public Relations, Marketing, Message Development, Publicity, Press Releases, Internal Communications, Spokesperson, Team Building, Reputation Management, Newsletters, Social Media, Marketing Communications, Leadership
Education
Cornell University
Bachelor's degree, Marketing and Mass Communications
University of Richmond - Robins School of Business
Values Institute of America 2002 - Present
Regrut Communications January 1990 - Present
Anderson & Strudwick 2003 - 2009
Bell System March 1970 - December 1989
Skills
Speech Writing, Media Relations, Strategic Communications, Corporate Communications, Crisis Communications, Public Relations, Marketing, Message Development, Publicity, Press Releases, Internal Communications, Spokesperson, Team Building, Reputation Management, Newsletters, Social Media, Marketing Communications, Leadership
Education
Cornell University
Bachelor's degree, Marketing and Mass Communications
University of Richmond - Robins School of Business
Vincent G. Thomas, II Vincent G. Thomas, II's Anderson & Strudwick Experience July 2006 - June 2008
Job Managing Partner Equity Development, Inc.
Industry Investment Banking
Experience
Equity Development, Inc August 2011 - Present
Merion Capital Group September 2011 - October 2013
McKinnon & Company February 2010 - August 2011
Griffin Financial Group LLC June 2008 - January 2010
Anderson & Strudwick July 2006 - June 2008
Skills
Banking, Mergers, Private Equity, Series 7, Equities, Hedge Funds, Private Placements, IPO, Investment Banking, Asset Management, Venture Capital, Financial Markets, Capital, Financial Institutions, Investments, Asset Managment, Mergers & Acquisitions, Risk Management, Equity Research, Portfolio Management, Financial Analysis, Wealth Management, Securities, Financial Services, Series 63, Alternative Investments, Capital Markets, Valuation, Fixed Income, Financial Modeling, Capital Raising, Corporate Finance, LBO, Financial Structuring, Structured Finance, Investment Strategies, Due Diligence, Finance, Bloomberg, Investment Advisory, Financial Advisory, Business Valuation, Asset Allocation, FINRA, Strategic Financial..., Mutual Funds, Trading, Derivatives, Investment Management, Corporate Development
Education
Hampden-Sydney College 1977 — 1980
B.A., Economics
Maury High School 1973 — 1975
BA, Economics
Equity Development, Inc August 2011 - Present
Merion Capital Group September 2011 - October 2013
McKinnon & Company February 2010 - August 2011
Griffin Financial Group LLC June 2008 - January 2010
Anderson & Strudwick July 2006 - June 2008
Skills
Banking, Mergers, Private Equity, Series 7, Equities, Hedge Funds, Private Placements, IPO, Investment Banking, Asset Management, Venture Capital, Financial Markets, Capital, Financial Institutions, Investments, Asset Managment, Mergers & Acquisitions, Risk Management, Equity Research, Portfolio Management, Financial Analysis, Wealth Management, Securities, Financial Services, Series 63, Alternative Investments, Capital Markets, Valuation, Fixed Income, Financial Modeling, Capital Raising, Corporate Finance, LBO, Financial Structuring, Structured Finance, Investment Strategies, Due Diligence, Finance, Bloomberg, Investment Advisory, Financial Advisory, Business Valuation, Asset Allocation, FINRA, Strategic Financial..., Mutual Funds, Trading, Derivatives, Investment Management, Corporate Development
Education
Hampden-Sydney College 1977 — 1980
B.A., Economics
Maury High School 1973 — 1975
BA, Economics
Gary L Ryan Jr Gary L Ryan Jr's Anderson & Strudwick Experience November 2005 - March 2007
Job Human Resources Consultant
Industry Human Resources
Experience
GLR Advantages March 2009 - Present
County of Indiana, Pennsylvania June 2009 - February 2013
Development Dimensions International September 2008 - February 2009
GLR Advantages March 2007 - September 2008
Wachovia Securities 2007 - 2008
Anderson & Strudwick November 2005 - March 2007
Hilb, Rogal and Hobbs August 1998 - November 2005
Indiana County Emergency Management Agency April 1992 - August 1998
Citizens Ambulance Service March 1990 - August 1998
Skills
Employee Relations, Talent Management, Performance Management, Organizational..., Succession Planning, Recruiting, Employee Benefits, Personnel Management, Strategy, Training, Applicant Tracking..., Policy, Deferred Compensation, Sourcing, Hiring, Employee Engagement, Strategic Planning, Leadership, New Hire Orientations, Public Speaking, Customer Service, Conflict Resolution, Leadership Development, Team Building, Vendor Management, Process Improvement, Customer Relations, Mergers, Coaching, Change Management, Interviewing, Administration, Team Leadership, Instructional Design, Executive Coaching, Mentoring, New Business Development, Employee Training, Resume Writing, Technical Recruiting, Career Counseling, Consulting, Internal Communications, Training Delivery, Sales, Emergency Management, HR Consulting, Paramedic
Education
Indiana University of Pennsylvania 1996 — 1998
Masters, Adult and Community Education with focus of Communications Technology
Indiana University of Pennsylvania 1992 — 1996
Bachelors, Human Development
GLR Advantages March 2009 - Present
County of Indiana, Pennsylvania June 2009 - February 2013
Development Dimensions International September 2008 - February 2009
GLR Advantages March 2007 - September 2008
Wachovia Securities 2007 - 2008
Anderson & Strudwick November 2005 - March 2007
Hilb, Rogal and Hobbs August 1998 - November 2005
Indiana County Emergency Management Agency April 1992 - August 1998
Citizens Ambulance Service March 1990 - August 1998
Skills
Employee Relations, Talent Management, Performance Management, Organizational..., Succession Planning, Recruiting, Employee Benefits, Personnel Management, Strategy, Training, Applicant Tracking..., Policy, Deferred Compensation, Sourcing, Hiring, Employee Engagement, Strategic Planning, Leadership, New Hire Orientations, Public Speaking, Customer Service, Conflict Resolution, Leadership Development, Team Building, Vendor Management, Process Improvement, Customer Relations, Mergers, Coaching, Change Management, Interviewing, Administration, Team Leadership, Instructional Design, Executive Coaching, Mentoring, New Business Development, Employee Training, Resume Writing, Technical Recruiting, Career Counseling, Consulting, Internal Communications, Training Delivery, Sales, Emergency Management, HR Consulting, Paramedic
Education
Indiana University of Pennsylvania 1996 — 1998
Masters, Adult and Community Education with focus of Communications Technology
Indiana University of Pennsylvania 1992 — 1996
Bachelors, Human Development
Thomas Kepley Thomas Kepley's Anderson & Strudwick Experience 2005 - 2007
Job President at T H Kepley Financial Services
Industry Financial Services
Experience
T H Kepley Financial Services January 2008 - Present
Capitol Securities Management, Inc. 2008 - Present
Kepley Insurance Services, Inc. 2005 - Present
Carolinas Municipal Advisory Council 1998 - Present
Anderson & Strudwick 2005 - 2007
Kepley & Co., Incorporated 1996 - 2005
Wachovia Bank 1991 - 1996
Chemical Bank 1987 - 1991
Irving Trust Co. 1985 - 1987
Skills
Fixed Income, Municipalities, Retirement Planning, Estate Planning, Wealth Management..., Corporate Law, Series 7, Government Bonds, Investments, Wealth Management, Mutual Funds, Securities, Investment Advisory, Asset Allocation, Retirement, Alternative Investments, 401k, FINRA, Financial Services, Financial Advisory, Insurance, Finance, Pensions, Wealth Accumulation, Long Term Care Insurance
Education
University of North Carolina at Chapel Hill 1981 — 1985
BA, Economics
Hammond Academy 1971 — 1981
High School Diploma
T H Kepley Financial Services January 2008 - Present
Capitol Securities Management, Inc. 2008 - Present
Kepley Insurance Services, Inc. 2005 - Present
Carolinas Municipal Advisory Council 1998 - Present
Anderson & Strudwick 2005 - 2007
Kepley & Co., Incorporated 1996 - 2005
Wachovia Bank 1991 - 1996
Chemical Bank 1987 - 1991
Irving Trust Co. 1985 - 1987
Skills
Fixed Income, Municipalities, Retirement Planning, Estate Planning, Wealth Management..., Corporate Law, Series 7, Government Bonds, Investments, Wealth Management, Mutual Funds, Securities, Investment Advisory, Asset Allocation, Retirement, Alternative Investments, 401k, FINRA, Financial Services, Financial Advisory, Insurance, Finance, Pensions, Wealth Accumulation, Long Term Care Insurance
Education
University of North Carolina at Chapel Hill 1981 — 1985
BA, Economics
Hammond Academy 1971 — 1981
High School Diploma
Elliot Staley Elliot Staley's Anderson & Strudwick Experience May 2006 - December 2011
Job Business Development Representative at CloudBees
Industry Information Technology and Services
Experience
CloudBees June 2015 - Present
Anderson & Strudwick May 2006 - December 2011
Anderson & Strudwick July 2005 - May 2006
TD Madison & Associates April 2001 - August 2003
Skills
Series 7, 66, and 53..., Sales, Securities, Asset Allocation, Fixed Income, Investment Strategies, Investment Advisory, Trading, Financial Advisory, Series 7, Investments, Wealth Management, Mutual Funds, Bloomberg Terminal, Alternative Investments, Hedge Funds, Asset Management, Equities, Management, Leadership
Education
Randolph-Macon College
Bachelors Degree, Economics and Business
CloudBees June 2015 - Present
Anderson & Strudwick May 2006 - December 2011
Anderson & Strudwick July 2005 - May 2006
TD Madison & Associates April 2001 - August 2003
Skills
Series 7, 66, and 53..., Sales, Securities, Asset Allocation, Fixed Income, Investment Strategies, Investment Advisory, Trading, Financial Advisory, Series 7, Investments, Wealth Management, Mutual Funds, Bloomberg Terminal, Alternative Investments, Hedge Funds, Asset Management, Equities, Management, Leadership
Education
Randolph-Macon College
Bachelors Degree, Economics and Business
Pete Goldman's Anderson & Strudwick Experience February 1998 - March 2000
Job Experienced sales professional
Industry Financial Services
Experience
Allstate Financial Services, LLC April 2014 - September 2014
TD Ameritrade September 2011 - April 2014
wells Fargo Advisors LLC August 2010 - August 2011
Virginia Asset Management September 2008 - December 2009
Wachovia Securities March 2003 - December 2007
Wachovia Securities, LLC 2002 - 2006
Fideltiy Investments 2000 - 2003
Anderson & Strudwick February 1998 - March 2000
Capital One January 1994 - February 1998
Skills
Finance, Investments, Retirement Planning, Series 7, Mutual Funds, Wealth Management, Financial Planning, Retirement, Leadership, Financial Services, Sales, Direct Sales, New Business Development, Account Management, Account Developement
Education
University of Louisiana at Monroe 1990 — 1993
Bachelor of Arts (B.A.), Education
Benedictine High School 1985 — 1989
Allstate Financial Services, LLC April 2014 - September 2014
TD Ameritrade September 2011 - April 2014
wells Fargo Advisors LLC August 2010 - August 2011
Virginia Asset Management September 2008 - December 2009
Wachovia Securities March 2003 - December 2007
Wachovia Securities, LLC 2002 - 2006
Fideltiy Investments 2000 - 2003
Anderson & Strudwick February 1998 - March 2000
Capital One January 1994 - February 1998
Skills
Finance, Investments, Retirement Planning, Series 7, Mutual Funds, Wealth Management, Financial Planning, Retirement, Leadership, Financial Services, Sales, Direct Sales, New Business Development, Account Management, Account Developement
Education
University of Louisiana at Monroe 1990 — 1993
Bachelor of Arts (B.A.), Education
Benedictine High School 1985 — 1989
E Gray Glass, III's Anderson & Strudwick Experience August 2003 - December 2011
Job Independent Financial Advisor at Pinnacle First Financial Group, LLC
Industry Financial Services
Experience
Pinnacle First Financial Group, LLC August 2012 - Present
Averett University June 2008 - Present
Regional Firm December 2011 - August 2012
BNI Central VA 2007 - August 2012
Richmond Senior Network 2005 - 2012
CFA Virginia 2005 - 2012
Financial Planning Association of Central Virginia 2005 - 2012
Rotary International 2001 - 2012
Anderson & Strudwick August 2003 - December 2011
Christ Church Richmond 1994 - 2011
Skills
Teaching, Retirement, Investments, Portfolio Management, Financial Planning, Strategic Financial..., Mutual Funds, Entrepreneurship, Retirement Planning, Small Business, Securities, Asset Allocation, Wealth Management, Finance, Strategic Planning, Management Consulting, 401k, Corporate Finance, Management, FINRA, Investment Advisory, Budgets, Business Strategy, Leadership, Financial Advisory, Risk Management, Financial Analysis, Asset Management, Series 7, Alternative Investments, Investment Strategies, Financial Services, Equities, Financial Modeling, Series 63, Fixed Annuities, Estate Planning, Insurance, Fixed Income, Venture Capital, Mergers & Acquisitions, Investment Management, Hedge Funds, Private Equity, Banking, Valuation, Capital Markets, Investment Banking, Trading, Executive Management
Education
Columbia University - Columbia Business School 1965 — 1967
MBA, Finance and Financial Management Services
Ohio Wesleyan University 1961 — 1965
bs, economics
Pinnacle First Financial Group, LLC August 2012 - Present
Averett University June 2008 - Present
Regional Firm December 2011 - August 2012
BNI Central VA 2007 - August 2012
Richmond Senior Network 2005 - 2012
CFA Virginia 2005 - 2012
Financial Planning Association of Central Virginia 2005 - 2012
Rotary International 2001 - 2012
Anderson & Strudwick August 2003 - December 2011
Christ Church Richmond 1994 - 2011
Skills
Teaching, Retirement, Investments, Portfolio Management, Financial Planning, Strategic Financial..., Mutual Funds, Entrepreneurship, Retirement Planning, Small Business, Securities, Asset Allocation, Wealth Management, Finance, Strategic Planning, Management Consulting, 401k, Corporate Finance, Management, FINRA, Investment Advisory, Budgets, Business Strategy, Leadership, Financial Advisory, Risk Management, Financial Analysis, Asset Management, Series 7, Alternative Investments, Investment Strategies, Financial Services, Equities, Financial Modeling, Series 63, Fixed Annuities, Estate Planning, Insurance, Fixed Income, Venture Capital, Mergers & Acquisitions, Investment Management, Hedge Funds, Private Equity, Banking, Valuation, Capital Markets, Investment Banking, Trading, Executive Management
Education
Columbia University - Columbia Business School 1965 — 1967
MBA, Finance and Financial Management Services
Ohio Wesleyan University 1961 — 1965
bs, economics
Robert Upton's Anderson & Strudwick Experience 1994 - 1996
Job Vice President at Auto Finance Company III
Industry Financial Services
Experience
Auto Finance Company III January 2008 - Present
William & Mary 1991 - 2009
Auto Finance Company, LLC April 2001 - January 2008
Gruntal & Company 2000 - 2001
First Union Securities 1997 - 2000
Wheat First 1996 - 1997
Anderson & Strudwick 1994 - 1996
Skills
Public Speaking, Financial Modeling, Financial Analysis, Process Improvement, Strategic Planning, Business Analysis, Risk Management, Business Strategy, Strategic Financial..., Financial Reporting, Valuation, Management Consulting, Corporate Finance, Project Management, Business Process..., Analysis
Education
The College of William and Mary - The Mason School of Business 2008 — 2009
MBA
The College of William and Mary 1988 — 1991
BBA, accounting
The College of William and Mary - The Mason School of Business 1988 — 1991
BBA, Accounting
Radford University 1986 — 1988
Auto Finance Company III January 2008 - Present
William & Mary 1991 - 2009
Auto Finance Company, LLC April 2001 - January 2008
Gruntal & Company 2000 - 2001
First Union Securities 1997 - 2000
Wheat First 1996 - 1997
Anderson & Strudwick 1994 - 1996
Skills
Public Speaking, Financial Modeling, Financial Analysis, Process Improvement, Strategic Planning, Business Analysis, Risk Management, Business Strategy, Strategic Financial..., Financial Reporting, Valuation, Management Consulting, Corporate Finance, Project Management, Business Process..., Analysis
Education
The College of William and Mary - The Mason School of Business 2008 — 2009
MBA
The College of William and Mary 1988 — 1991
BBA, accounting
The College of William and Mary - The Mason School of Business 1988 — 1991
BBA, Accounting
Radford University 1986 — 1988
Dan Gushman's Anderson & Strudwick Experience March 2003 - April 2012
Job Director at Berkadia Capital Markets
Industry Investment Banking
Experience
Berkadia Capital Markets April 2014 - Present
Palladian Capital Advisors April 2012 - April 2014
Anderson & Strudwick March 2003 - April 2012
SNL Financial September 2000 - August 2002
Skills
Alternative Investments, Asset Management, Asset Managment, Capital Markets, Due Diligence, Finance, Financial Analysis, Financial Modeling, Investment Banking, Investments, Mergers, Portfolio Management, Securities, Series 7, Strategic Planning, Valuation, Equities, Management
Education
James Madison University
BA
Virginia Commonwealth University
MBA
Berkadia Capital Markets April 2014 - Present
Palladian Capital Advisors April 2012 - April 2014
Anderson & Strudwick March 2003 - April 2012
SNL Financial September 2000 - August 2002
Skills
Alternative Investments, Asset Management, Asset Managment, Capital Markets, Due Diligence, Finance, Financial Analysis, Financial Modeling, Investment Banking, Investments, Mergers, Portfolio Management, Securities, Series 7, Strategic Planning, Valuation, Equities, Management
Education
James Madison University
BA
Virginia Commonwealth University
MBA
Alan Rand's Anderson & Strudwick Experience 1995 - 1997
Job Principal, Sales and Business Development at AMSS
Industry Construction
Experience
AMSS October 2009 - Present
Kullman Buildings Corp January 2003 - October 2009
WatchIT 1997 - 2003
Anderson & Strudwick 1995 - 1997
U.S. Department of State June 1988 - June 1996
Skills
Contract Negotiation, Strategic Planning, Problem Solving, Operations Management, Business Strategy, Budgeting, Manufacturing, New Business Development, Sales Management, Negotiation, Engineering, Team Building, Planning, Contract Management, Logistics, Microsoft Office, Proposal Writing, Team Leadership, Program Management, Excel, Business Planning, Project Planning, Construction, Budgets, Leadership, P&L Management, Procurement, Purchasing, Sales, Key Account Management, Management, Strategy, Pricing, Project Management, Selling, Forecasting, Sales Operations, Account Management, Start-ups, Direct Sales, Supply Chain Management, Cross-functional Team..., Process Improvement, Product Development, Competitive Analysis, Marketing Strategy, Sales Process, Salesforce.com, Product Management, Marketing
Education
The George Washington University - School of Business 1989 — 1992
MBA, Finance and International Business
University of Virginia 1980 — 1984
BSME, Mechanical Engineering
AMSS October 2009 - Present
Kullman Buildings Corp January 2003 - October 2009
WatchIT 1997 - 2003
Anderson & Strudwick 1995 - 1997
U.S. Department of State June 1988 - June 1996
Skills
Contract Negotiation, Strategic Planning, Problem Solving, Operations Management, Business Strategy, Budgeting, Manufacturing, New Business Development, Sales Management, Negotiation, Engineering, Team Building, Planning, Contract Management, Logistics, Microsoft Office, Proposal Writing, Team Leadership, Program Management, Excel, Business Planning, Project Planning, Construction, Budgets, Leadership, P&L Management, Procurement, Purchasing, Sales, Key Account Management, Management, Strategy, Pricing, Project Management, Selling, Forecasting, Sales Operations, Account Management, Start-ups, Direct Sales, Supply Chain Management, Cross-functional Team..., Process Improvement, Product Development, Competitive Analysis, Marketing Strategy, Sales Process, Salesforce.com, Product Management, Marketing
Education
The George Washington University - School of Business 1989 — 1992
MBA, Finance and International Business
University of Virginia 1980 — 1984
BSME, Mechanical Engineering
Allen Pryor's Anderson & Strudwick Experience August 2007 - Present
Job Assistant VP at Anderson & Strudwick
Industry Investment Management
Experience
Anderson & Strudwick August 2007 - Present
A.G. Edwards November 1993 - August 2007
Education
Haslam College of Business at the University of Tennessee 1987 — 1993
BS
Anderson & Strudwick August 2007 - Present
A.G. Edwards November 1993 - August 2007
Education
Haslam College of Business at the University of Tennessee 1987 — 1993
BS
William Seegar's Anderson & Strudwick Experience 2005 - 2005
Job Business Teacher at Douglas S. Freeman High School
Industry Primary/Secondary Education
Experience
Henrico County Public Schools August 2013 - Present
Hanover County Public Schools January 2013 - August 2013
Aetna October 2011 - January 2013
Genworth Financial November 2010 - October 2011
Genworth Financial April 2008 - November 2010
Genworth Financial April 2005 - April 2008
Anderson & Strudwick 2005 - 2005
Legg Mason 1999 - 2002
Skills
Analysis, Finance, Financial Analysis, Insurance, Process Improvement, Risk Management, Strategic Financial..., Financial Modeling, Financial Planning, Financial Reporting, Accounting
Education
Virginia Commonwealth University 2003 — 2005
MBA, Finance
Roanoke College 1995 — 1999
BBA, Finance
University of Richmond
Henrico County Public Schools August 2013 - Present
Hanover County Public Schools January 2013 - August 2013
Aetna October 2011 - January 2013
Genworth Financial November 2010 - October 2011
Genworth Financial April 2008 - November 2010
Genworth Financial April 2005 - April 2008
Anderson & Strudwick 2005 - 2005
Legg Mason 1999 - 2002
Skills
Analysis, Finance, Financial Analysis, Insurance, Process Improvement, Risk Management, Strategic Financial..., Financial Modeling, Financial Planning, Financial Reporting, Accounting
Education
Virginia Commonwealth University 2003 — 2005
MBA, Finance
Roanoke College 1995 — 1999
BBA, Finance
University of Richmond
Bill Ridgway- CFP®'s Anderson & Strudwick Experience January 1993 - April 2008
Job Certified Financial Planner ® , Senior Vice President Capitol Securities Management, Inc.
Industry Financial Services
Experience
Capitol Securities Management, Inc. April 2008 - Present
Anderson & Strudwick January 1993 - April 2008
Skills
Comprehensive Financial..., Retirement Planning, Risk Management, Investments, Insurance, Wealth Management, Securities, Mutual Funds, Asset Allocation, Estate Planning, Income Tax Planning, Employee Benefits..., Fixed Income, Life Insurance, Variable Annuities, Private Equity, Series 63, Strategic Planning, Series 7
Education
The American College 2010 — 2012
Certified Financial Planner ® Designation, Comprehensive Financial Planning
Lynchburg College 1986 — 1990
Bachelor's Degree, Business Administration and Management, General
Capitol Securities Management, Inc. April 2008 - Present
Anderson & Strudwick January 1993 - April 2008
Skills
Comprehensive Financial..., Retirement Planning, Risk Management, Investments, Insurance, Wealth Management, Securities, Mutual Funds, Asset Allocation, Estate Planning, Income Tax Planning, Employee Benefits..., Fixed Income, Life Insurance, Variable Annuities, Private Equity, Series 63, Strategic Planning, Series 7
Education
The American College 2010 — 2012
Certified Financial Planner ® Designation, Comprehensive Financial Planning
Lynchburg College 1986 — 1990
Bachelor's Degree, Business Administration and Management, General
Don Draughon's Anderson & Strudwick Experience January 2002 - October 2006
Job CEO at Fuel USA, LLC
Industry Capital Markets
Experience
Fuel USA, LLC June 2015 - Present
Vintage Advisors, Inc. January 2015 - Present
Bank of North Carolina September 2012 - January 2015
KeySource Commercial Bank March 2007 - September 2012
Anderson & Strudwick January 2002 - October 2006
Convenience USA, LLC February 1998 - January 2002
Baxter Fentriss 1994 - 1997
Montrose Capital September 1989 - January 1993
Wachovia Bank June 1984 - September 1989
Skills
Banking, Small Business Lending, Commercial Banking, Financial Analysis, Mergers, Credit, Mergers & Acquisitions, Investments, Finance, Commercial Lending, Portfolio Management, Investment Banking, Financial Modeling, Treasury Management, Management, Financial Advisory, Cash Management, Credit Analysis, Corporate Finance, Corporate Law, Leadership, Risk Management, Cash Flow, Real Estate, Underwriting, Business Development, Loans, Private Placements, Asset Based Lending, Consumer Lending, Loan Origination, Private Equity, Commercial Mortgages, Credit Risk, Valuation, Mortgage Lending, Due Diligence, Funding, Financial Structuring, Executive Management, Financial Risk, Successful Business..., Mortgage Banking, Financial Institutions, Strategic Financial..., Capital Markets, Retail Banking, Structured Finance, Wealth Management, Residential Mortgages
Education
Wake Forest University - Babcock Graduate School of Management 1982 — 1984
MBA
Brigham Young University 1976 — 1982
BA
Fuel USA, LLC June 2015 - Present
Vintage Advisors, Inc. January 2015 - Present
Bank of North Carolina September 2012 - January 2015
KeySource Commercial Bank March 2007 - September 2012
Anderson & Strudwick January 2002 - October 2006
Convenience USA, LLC February 1998 - January 2002
Baxter Fentriss 1994 - 1997
Montrose Capital September 1989 - January 1993
Wachovia Bank June 1984 - September 1989
Skills
Banking, Small Business Lending, Commercial Banking, Financial Analysis, Mergers, Credit, Mergers & Acquisitions, Investments, Finance, Commercial Lending, Portfolio Management, Investment Banking, Financial Modeling, Treasury Management, Management, Financial Advisory, Cash Management, Credit Analysis, Corporate Finance, Corporate Law, Leadership, Risk Management, Cash Flow, Real Estate, Underwriting, Business Development, Loans, Private Placements, Asset Based Lending, Consumer Lending, Loan Origination, Private Equity, Commercial Mortgages, Credit Risk, Valuation, Mortgage Lending, Due Diligence, Funding, Financial Structuring, Executive Management, Financial Risk, Successful Business..., Mortgage Banking, Financial Institutions, Strategic Financial..., Capital Markets, Retail Banking, Structured Finance, Wealth Management, Residential Mortgages
Education
Wake Forest University - Babcock Graduate School of Management 1982 — 1984
MBA
Brigham Young University 1976 — 1982
BA
Bart Davey's Anderson & Strudwick Experience April 2003 - December 2010
Job Private Banking Services
Industry Financial Services
Experience
Vista Business Group January 2014 - Present
Commonwealth Private Equity January 2011 - January 2014
Anderson & Strudwick April 2003 - December 2010
Education
Rollins College 1973 — 1977
Bachelor of Science (BS), Economics and Business Administration
St. Christophers School 1963 — 1973
Vista Business Group January 2014 - Present
Commonwealth Private Equity January 2011 - January 2014
Anderson & Strudwick April 2003 - December 2010
Education
Rollins College 1973 — 1977
Bachelor of Science (BS), Economics and Business Administration
St. Christophers School 1963 — 1973
G. DeWayne McAnally, CFP's Anderson & Strudwick Experience 2010 - 2011
Job G. DeWayne McAnally, Registered Investment Advisory Firm
Industry Investment Management
Experience
G. DeWayne McAnally, Registered Investment Advisory Firm 2011 - Present
The Advisory Group 1978 - Present
Anderson & Strudwick 2010 - 2011
Oklahoma Republican Party 2008 - 2010
Skills
Mutual Funds, Wealth Management, Asset Allocation, Securities, Investments, Retirement Planning, Finance, Financial Analysis, Portfolio Management, Asset Management, Equities, Financial Advisory, Financial Markets, Bonds, Fixed Income, Retirement, Investment Advisory, Investment Strategies
Education
Southern Nazarene University 1968 — 1972
Bachelor's degree, Political Science & Business
Certified Financial Planner Designation
CFP
G. DeWayne McAnally, Registered Investment Advisory Firm 2011 - Present
The Advisory Group 1978 - Present
Anderson & Strudwick 2010 - 2011
Oklahoma Republican Party 2008 - 2010
Skills
Mutual Funds, Wealth Management, Asset Allocation, Securities, Investments, Retirement Planning, Finance, Financial Analysis, Portfolio Management, Asset Management, Equities, Financial Advisory, Financial Markets, Bonds, Fixed Income, Retirement, Investment Advisory, Investment Strategies
Education
Southern Nazarene University 1968 — 1972
Bachelor's degree, Political Science & Business
Certified Financial Planner Designation
CFP
Angelo Poulos's Anderson & Strudwick Experience November 2010 - June 2011
Job Enterprise Account Manager at SunGard
Industry Computer Software
Experience
SunGard August 2015 - Present
Treasury Strategies, Inc. October 2012 - June 2015
FNA Group June 2011 - October 2012
Anderson & Strudwick November 2010 - June 2011
AT&T Mobility November 2007 - June 2010
Skills
Treasury Management, Treasury, Banking, Financial Services, Payments, Cash Management, Finance, Working Capital..., Capital Markets, Corporate Finance, Leadership, Strategic Financial..., Investment Banking, Financial Risk, Portfolio Management, Investments, Derivatives, Credit, FX Options, Cash Flow Forecasting, Analysis, Forecasting, Accounting, Business Analysis, Process Improvement, Financial Markets, Cash Flow, Cash, Internal Controls, Trading, Fixed Income, Financial Reporting, Sales Operations, Project Management, Business Strategy, Relationship Management, Public Speaking, Project
Education
Portland State University 2005 — 2010
BS, Economics & Mathematics
SunGard August 2015 - Present
Treasury Strategies, Inc. October 2012 - June 2015
FNA Group June 2011 - October 2012
Anderson & Strudwick November 2010 - June 2011
AT&T Mobility November 2007 - June 2010
Skills
Treasury Management, Treasury, Banking, Financial Services, Payments, Cash Management, Finance, Working Capital..., Capital Markets, Corporate Finance, Leadership, Strategic Financial..., Investment Banking, Financial Risk, Portfolio Management, Investments, Derivatives, Credit, FX Options, Cash Flow Forecasting, Analysis, Forecasting, Accounting, Business Analysis, Process Improvement, Financial Markets, Cash Flow, Cash, Internal Controls, Trading, Fixed Income, Financial Reporting, Sales Operations, Project Management, Business Strategy, Relationship Management, Public Speaking, Project
Education
Portland State University 2005 — 2010
BS, Economics & Mathematics
Rosemary Carlson's Anderson & Strudwick Experience February 2007 - February 2009
Job Sales Assistant at Sterne Agee
Industry Broadcast Media
Experience
Stock broker November 2013 - Present
Telemedia Broadcasting July 2006 - Present
Sockhop Saturday Night January 2005 - Present
Dominion Eagle Financial May 2009 - September 2010
Anderson & Strudwick February 2007 - February 2009
Woodlawn Homeowners Association October 1998 - October 2001
self employed consultant March 1986 - December 1998
St. Michael's Hospital January 1994 - July 1997
Law's Moving and Storage June 1984 - May 1985
Cirker's Moving and Storage October 1982 - August 1983
Skills
Budgets, Advertising, Editing, Accounts Payable, Public Relations, Social Media, Management, Broadcast, Radio, New Media, Television, Adobe Audition, Sales, Radio Promotions, Publicity, Digital Media, Entertainment, Social Networking, Facebook, Press Releases, Radio Programming, Social Media Marketing, Copywriting, Media Planning, Event Planning, Radio Producing, Digital Marketing, Music, Event Management, Radio Broadcasting, Music Industry, Media Buying, Broadcast Journalism, Radio Host, Advertising Sales, Video, Radio Advertising, Broadcast Television, Video Production, Audio Editing
Education
Manhattanville College 1968 — 1972
BA, Psychology, English
Wellesley Sr High 1965 — 1968
Stock broker November 2013 - Present
Telemedia Broadcasting July 2006 - Present
Sockhop Saturday Night January 2005 - Present
Dominion Eagle Financial May 2009 - September 2010
Anderson & Strudwick February 2007 - February 2009
Woodlawn Homeowners Association October 1998 - October 2001
self employed consultant March 1986 - December 1998
St. Michael's Hospital January 1994 - July 1997
Law's Moving and Storage June 1984 - May 1985
Cirker's Moving and Storage October 1982 - August 1983
Skills
Budgets, Advertising, Editing, Accounts Payable, Public Relations, Social Media, Management, Broadcast, Radio, New Media, Television, Adobe Audition, Sales, Radio Promotions, Publicity, Digital Media, Entertainment, Social Networking, Facebook, Press Releases, Radio Programming, Social Media Marketing, Copywriting, Media Planning, Event Planning, Radio Producing, Digital Marketing, Music, Event Management, Radio Broadcasting, Music Industry, Media Buying, Broadcast Journalism, Radio Host, Advertising Sales, Video, Radio Advertising, Broadcast Television, Video Production, Audio Editing
Education
Manhattanville College 1968 — 1972
BA, Psychology, English
Wellesley Sr High 1965 — 1968