Atlantic Trust
Founded: 1923 Parent organization: Atlantic Trust Group, LLCFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportCIBC Private Wealth ManagementWebsiteDirections Saved (0) Saved Save Financial planner in Atlanta, Georgia Address: 3290 Northside Pkwy NW, Atlanta, GA 30327 Hours: Closed ⋅ Opens 8:30AM Mon SaturdayClosedSundayClosedMonday(Martin Luther King Jr. Day)8:30AM–5PMHours might differTuesday8:30AM–5PMWednesday8:30AM–5PMThursday8:30AM–5PMFriday8:30AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (404) 881-3400Place name: Website: : : : : Category: : : Website: https://private-wealth.us.cibc.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of CIBC Private Wealth Management Posting publicly on the Web Write a review Reviews Be the first to review
Atlantic Trust List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Atlantic Trust. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Atlantic Trust Employees
Atlantic Trust July 2013 - Present
HighTower August 2011 - September 2012
Merrill Lynch March 2005 - July 2011
US Army June 1999 - February 2005
Skills
Series 7, Asset Managment, Financial Modeling, Asset Allocation, Investments, Hedge Funds, Risk Management, Financial Analysis, Mutual Funds, Bloomberg, Wealth Management, Alternative Investments, Investment Strategies, Portfolio Management, Investment Advisory, Asset Management, Strategic Financial..., Equity Research
Education
The Johns Hopkins University - Carey Business School 2004 — 2006
MBA, Finance, General
United States Military Academy at West Point 1995 — 1999
BS, Economics
Gender Identity Center September 2014 - May 2015
Colorado Coalition for the Homeless September 2011 - October 2014
Atlantic Trust January 2003 - January 2008
Skills
Group Therapy, Case Managment, Volunteer Management, Crisis Intervention, Program Management, Program Evaluation, Fundraising, EHR, Cpr Certified, Microsoft Excel, PowerPoint, Microsoft Office
Education
University of Denver 2013 — 2015
Master of Social Work (M.S.W.), Mental Health Counseling/Counselor
University of Colorado at Denver 2007 — 2009
Masters of Public Administration, Non-Profit/Public/Organizational Management
University of Colorado at Denver 2002 — 2007
Bachelor of Arts (B.A.), Political Science and Government
Atlantic Trust October 2014 - Present
Atlantic Trust May 2013 - September 2014
Treasurer and Tax Collector January 2013 - May 2013
SHARPE+SIGNA LLC July 2010 - July 2012
Skills
Matlab, Bloomberg, Microsoft Office, Econometrics, Investment Management, Financial Modeling, Equities, Microsoft Excel, Eviews, Fixed Income, Microsoft Word, Data Analysis, PowerPoint, Fund Of Funds, C++, R, Python, Ruby, SAS, SQL, FactSet, Asset Management, C, Investments, Portfolio Management, Hedge Funds
Education
University of California, Santa Barbara 2009 — 2012
Bachelor of Arts, Economics-Mathematics
Reebok March 2015 - Present
Atlantic Trust January 2014 - March 2015
Live Oak Bank July 2013 - January 2014
UNC Athletic Ticket Office June 2012 - April 2013
Skills
Financial Analysis, Team Leadership, Time Management, Organizational..., Customer Service, Creative Problem Solving, Leadership, Event Planning
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2013
Bachelor of Science (BS), Business Administration
Lynbrook High School 2005 — 2009
Cambridge Associates July 2014 - Present
Boston College PULSE Program for Service Learning August 2013 - May 2014
Boston College Smart Woman Securities May 2013 - May 2014
Boston College September 2011 - May 2014
UBS Wealth Management June 2013 - August 2013
Atlantic Trust May 2012 - May 2013
Education
Boston College, College of Arts and Sciences 2010 — 2014
Bachelor of Arts, International Studies, Economics
Universidad Pontificia Comillas 2012 — 2012
Fall 2012
Saint Ursula Academy High School 2006 — 2010
High School Diploma
Salesforce November 2014 - Present
Full Circle CRM July 2014 - October 2014
Mobillity October 2012 - March 2014
Saints Capital June 2011 - September 2011
NetSpend Corporation June 2010 - September 2010
Atlantic Trust June 2009 - September 2009
Skills
Financial Technology, Mobile Payments, Product Development, Online Marketing..., Start-up Ventures, Venture Capital, Guerrilla Marketing
Education
Stanford University 2008 — 2012
BS in Chemical Engineering, BA in History
Phillips Academy (Andover) 2004 — 2008
Bracewell & Giuliani LLP January 2015 - Present
Atlantic Trust October 2013 - January 2015
Toka Madison Ave May 2012 - October 2013
Mete Turkmen May 2012 - October 2013
Education
University of Connecticut 2007 — 2012
Bachelor's Degree, Business Administration, Management and Operations
Atlantic Trust August 2004 - Present
Wells Fargo Private Client Services February 1999 - March 2003
Education
St. Edward's University 1996 — 1999
Atlantic Trust July 2014 - Present
Atlantic Trust March 2003 - Present
Alston & Bird LLP September 2000 - March 2003
King & Spalding LLP August 1999 - September 2000
Skills
Securities, Private Equity, Hedge Funds, Alternative Investments, Due Diligence, Securities Regulation, Legal Writing, Investment Management, Equities, Investments, Asset Management, Broker-Dealer, Financial Services, Mutual Funds
Education
University of Pennsylvania Law School
J.D., Law
University of Richmond
B.A., History
Atlantic Trust March 2014 - Present
US Trust, Bank of America Private Wealth Management January 2010 - March 2014
Old Mutual Asset Management March 2005 - January 2010
Prudential July 2003 - March 2005
Skills
Portfolio Management, Asset Allocation, Alternative Investments, Wealth Management..., Wealth Management, Asset Management, Mutual Funds
Education
CFA Institute
CFA
Tufts University 1999 — 2003
B.A., Economics
Oliver + Sons December 2014 - Present
United States Army Reserve March 2013 - Present
Levelast Footwear October 2013 - May 2014
Hollow Creek Golf Club August 2005 - August 2012
Atlantic Trust September 2011 - November 2011
nSphere May 2011 - August 2011
Comstar FCU May 2007 - December 2008
Skills
Salesforce.com, Marketing, Financial Analysis, Microsoft Office, Market Research, Start-ups, Team Motivator, Strategic Planning, Market Analysis, Client Communications, SEO, Advertising, Social Media, Public Relations, Protocol Development, Inventory Management, Recruiting, Cluen Recruiting..., CisionPoint, Candidate Research
Education
Suffolk University 2008 — 2013
Bachelor’s Degree, Finance with a minor in Marketing
Frederick County Career and Technology Center, Academy of Finance 2006 — 2008
Certificate of Financial Studies, Finance
Middletown High School 2004 — 2008
Diploma, General Studies and Business
Atlantic Trust June 2005 - Present
Georgia Tech Athletic Association July 2000 - July 2003
Education
Yale School of Management 2003 — 2005
MBA, Business Administration and Management, General, Dean's Scholar
The University of Georgia 1996 — 2000
B.S.Ed., English Education, Summa Cum Laude, Honors
Citi Private Bank August 2007 - Present
Lehman Brothers May 2006 - August 2006
Atlantic Trust August 2002 - July 2005
Skills
Alternative Investments, Portfolio Management, Investments, Hedge Funds, Private Equity, Asset Allocation, Investment Banking, Due Diligence, Financial Analysis, Risk Management, Banking, Structured Products, Private Banking, High Net Worth..., Real Estate, Management, Quantitative Analytics, Capital, Equities, Fixed Income
Education
University of North Carolina at Chapel Hill 2005 — 2007
MBA, Finance
Tufts University 1998 — 2002
BA, Economics, German
Atlantic Trust October 2013 - Present
UBS May 2007 - June 2012
AXA Advisors October 2006 - May 2007
AXA Advisors March 2004 - October 2006
American Express Financial Advisors October 2003 - February 2004
Blinds To Go November 2001 - July 2003
Blinds To Go May 2000 - November 2001
Macy's September 1999 - May 2000
Skills
Wealth Management, Equities, Relationship Management, Product Management, Operations Management, New Business Development, Direct Sales, Team Building, Leadership Development, Team Leadership, Microsoft Office, Coaching, Marketing Communications, Event Management, Business Strategy, Financial Services, Program Management, Superior Client Service, Series 7, Project Management, Account Analysis, Conflict Resolution, Series 66
Education
Rutgers, The State University of New Jersey-New Brunswick 1995 — 2000
Bachelor of Arts (B.A.), Communication
U.S. House of Representatives January 2015 - June 2015
U.S. House of Representatives April 2014 - January 2015
U.S. House of Representatives June 2011 - April 2014
Railroad Commission of Texas November 2010 - April 2011
Vogue June 2009 - August 2009
PaperCity Magazine July 2008 - August 2008
Atlantic Trust July 2008 - August 2008
Skills
Press Releases, Public Relations, Government, Legislative Relations, Politics, Community Outreach, Legislative Research, Public Policy, Political Campaigns, Media Relations, Social Media, Legislation, Policy Analysis, Event Planning, Grassroots Organizing, Microsoft Office, Research, Strategic Communications, Public Speaking
Education
The University of Texas at Austin 2007 — 2011
Atlantic Trust October 2014 - Present
Wells Fargo May 2013 - October 2014
Wells Fargo February 2010 - May 2013
Centara Legal Group, APC May 2005 - February 2010
Skills
Wealth Management..., Financial Services, Estate Planning, Estate Tax Planning, Wealth Management, Trusts, Corporate Law, Public Speaking, Strategic Financial..., New Business Development
Education
University of San Diego School of Law 2006 — 2008
LLM, Tax
University of San Diego School of Law 2003 — 2006
J.D.
San Jose State University 2000 — 2003
B.S., Business Management
University of Washington 1999 — 2000
B.S., Business Management
Atlantic Trust October 2014 - Present
Word of Mouth Marketing Association August 2013 - October 2014
ePrize March 2013 - August 2013
First Investors Corporation July 2010 - March 2013
Skills
New Business Development, Strategy, Relationship Management, CRM, Management, Sales, Microsoft Office, Investments, Strategic Planning, Financial Analysis, 403 b, Series 6, Strategic Financial..., Social Networking, Retirement Planning
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2010
B.B.A, Mangagement
Stevenson
Ascent Private Capital Management of U.S. Bank April 2015 - Present
Ascent Private Capital Management of U.S. Bank December 2012 - March 2015
Ascent Private Capital Management of U.S. Bank November 2011 - December 2012
J.P. Morgan September 2009 - November 2011
Wells Fargo July 2007 - September 2009
Atlantic Trust May 2006 - July 2007
Skills
Investment Strategies, New Business Development, Developing Client..., Portfolio Management, Due Diligence, Strategy, Wealth Management
Education
University of Colorado Denver 2001 — 2007
BS, Finance & Accounting
Cypress Wealth Advisors LLC August 2004 - Present
Atlantic Trust June 1994 - July 2004
Salomon Smith Barney June 1992 - May 1994
Skills
Portfolio Management, Asset Allocation, Alternative Investments, Investment Advisory, Estate Planning, Due Diligence, Equities, Investment Management, Management, Financial Advisory, Wealth, Hedge Funds
Education
UC Berkeley 1987 — 1992
Bachelor of Arts (B.A.), Economics
University of California, Berkeley
Bachelor's degree, Economics
Atlantic Trust September 2015 - Present
Families First Colorado June 2004 - September 2015
Big Brothers Big Sisters of Colorado August 2000 - June 2004
Skills
Volunteer Management, Program Development, Event Planning, Non-profits, Fundraising, Community Outreach, Grant Writing, Public Relations, Case Managment, Event Management, Social Media Marketing, Social Media, Marketing, Annual Reports, Newsletter Production, Nonprofits, Budgets, Team Building, Public Speaking, Photography, Board Development, Philanthropy, Community Development, Recruiting, Social Services, Non-profit..., Grants, Youth Development, Management, Leadership Development, Annual Giving, Community Organizing, Program Evaluation, Volunteering, Mental Health, InDesign, Photoshop, Illustrator
Education
University of Northern Colorado 1996 — 2000
BA, Sociology: Family Studies
The University of Edinburgh 1999 — 1999
Sociology
Alpha Capital Management 2006 - Present
Atlantic Trust 2002 - 2006
myCFO 2000 - 2002
The Duke Endowment 1996 - 2000
Emory University 1989 - 1995
Education
University of Alabama 1987 — 1989
MBA, Finance
University of Alabama 1983 — 1987
BS, Corporate Finance & Investment Management
Kanaly Holdings LLC and Kanaly Trust, LTA December 2012 - Present
Pitcairn February 2010 - December 2011
Shelterwood Financial Services LLC July 2007 - January 2011
Atlantic Trust March 2004 - December 2005
Stein Roe Investment Counsel LLC January 2001 - December 2005
Stein Roe Investment Counsel April 1999 - December 2000
Stein Roe & Farnham November 1994 - March 1999
Rockefeller & Co. January 1993 - November 1994
Prudential Investment Management Co. 1988 - 1993
Mellon Bank NA 1976 - 1988
Skills
Wealth Management, Asset Management, Portfolio Management, Private Equity, Investments, Financial Planning, Asset Allocation, Alternative Investments, Investment Advisory, Venture Capital, Management Consulting, Private Wealth..., Investment Strategies, Hedge Funds, Business Planning
Education
University of Pennsylvania - The Wharton School 1974 — 1975
MBA, Finance
The Johns Hopkins University 1971 — 1973
B.E.S., Operations Research
KGS-Alpha Capital Markets, L.P. March 2015 - Present
RBC Capital Markets October 2012 - 2015
New York University January 2012 - January 2013
RBC Capital Markets June 2012 - August 2012
Intrinsic Investment Management August 2011 - November 2011
Atlantic Trust September 2010 - December 2010
Harper's Bazaar January 2010 - May 2010
Skills
Microsoft Excel, IRESS, Capital IQ, Bloomberg
Education
New York University - Leonard N. Stern School of Business 2009 — 2012
Bachelor of Science, Finance & International Business
NYU Study Abroad Prague 2011 — 2011
Finance & International Business
University of Melbourne 2011 — 2011
International Business Exchange Program, Finance and International Business
Protiviti August 2015 - Present
Protiviti June 2014 - August 2014
Atlantic Trust June 2013 - August 2013
Entourage Clothing and Gifts March 2012 - August 2012
Salon Gemini April 2009 - June 2010
Skills
Microsoft Excel, Microsoft Word, Java, Customer Service, Leadership, HTML, Visio, Team Leadership, Windows 7, Microsoft Office, Multi-tasked, JavaScript, Oracle Applications, Windows 8, PowerPoint, Teamwork, Windows, Interpersonal..., Social Media, Coding Languages, CSS, Microsoft SQL Server, SAP ERP, GRC, IT Audit, SOX 404, JSON, jQuery, Mobile Technology
Education
The University of Georgia 2011 — 2014
BBA, Management Information Systems
Marist High School 2004 — 2010
High School
Atlantic Trust April 2015 - Present
Financial and Fiduciary Analyst January 2015 - April 2015
GenSpring Family Offices September 2013 - December 2014
GenSpring Family Offices April 2010 - September 2013
Brownson, Rehmus & Foxworth March 2008 - March 2010
Shuler Properties May 2005 - March 2008
Skills
Financial Analysis, Trust Services, Trust Management, Wealth Management, High Net Worth..., IRAs, Investment Advisory, Risk Management, Finance, Wealth Management..., Retirement Planning, Estate Planning, Trusts, Investment Management, Asset Management, Portfolio Management, Financial Services, Budgets, Microsoft Office, Microsoft Word, Multi-generational..., Microsoft Excel, PowerPoint
Education
Texas Tech University 1996 — 2000
Bachelor of Science (B.S.), Financial Planning
Atlantic Trust Acct AdminState Street2002 - 2002
Pell Rudman Trust 2000 - 2002
Pell Rudman Trust 2000 - 2002
Pell Rudman Trust 2000 - 2002
Pell Rudman Trust 2000 - 2002
Bank Of Boston 1996 - 1996
Education
Stonehill College
Carrier Enterprise December 2014 - Present
Johnson Supply January 2011 - October 2014
Atlantic Trust May 2007 - March 2009
Ten Cate March 2004 - May 2007
Fortis Investments January 2003 - August 2003
Madisongrey Holdings June 2001 - December 2002
Karma Music 2001 - 2002
Infinity Capital Group, LLC June 2000 - June 2001
ASLO.COM, Inc January 1999 - February 2000
RealEstate.com January 1998 - January 1999
Skills
Marketing Strategy, Marketing Communications, Marketing, B2B, Business Development, Management, Strategic Planning, Market Research, Leadership, Strategy, New Business Development, Social Media Marketing, Project Management, Digital Marketing, Brand Management, Event Planning, Online Advertising, Sales, Project Planning, Advertising, Corporate Branding, Start-ups, Market Planning, Team Building, Budgets, Business Planning, Social Media, Contract Negotiation, Business Strategy, Account Management, Competitive Analysis, Forecasting, Negotiation, Event Management, Team Leadership, Sales Management
Education
Carrier TMU-Territory Manager University 2015 — 2015
Carrier Certified Territory Manager, Territory Management
University of Houston 1990 — 1992
Bachelor’s Degree, BBA in Marketing
Atlantic Trust April 2015 - Present
J.P. Morgan April 2008 - April 2015
Skills
Bloomberg, Fund Accounting, Hedge Funds, Mutual Funds, Portfolio Management, Finance, Fund Of Funds, Equities, Derivatives, Financial Modeling, Alternative Investments, Asset Management, Bloomberg Terminal, Capital Markets, Corporate Actions, Fixed Income, Fund Administration, Investments, Private Equity, Securities, Valuation
Education
University of Massachusetts Boston 2001 — 2007
Business, Finance
Atlantic Trust April 2015 - Present
BNY Mellon Wealth Management November 2009 - April 2015
Headstream Asset Management 2003 - 2009
Regal Asset Management 1991 - 2003
Skills
Portfolio Management, Asset allocation, Family Governance, Wealth Transfer, Wealth Management, Wealth Preservation, Equity Research, Alternative Investments, equity valuation, Private Equity, Wealth, Wealth Management..., High Net Worth..., Asset Allocation, Asset Management, Private Banking, Family Office, Estate Planning, Hedge Funds, Investment Strategies, Equities, Investment Advisory, Mutual Funds, Investments, Fixed Income, Fund Of Funds, Securities, Investment Management, Financial Analysis
Education
Texas Tech University 1986 — 1990
BBA, Finance
Atlantic Trust June 2015 - Present
PGi May 2013 - July 2013
Skills
Writing, Microsoft Office, Microsoft Word, PowerPoint, Organization, Highly responsible, Multi Tasking, Dependable Team Player, Leadership, Time Management, Team-oriented, Learning Quickly, Eagerness to Learn, Timely Delivery, Computer/Technical..., Timely Decision Making, Motivated self-starter, Design, Social Media, Initiative, Research, Data Analysis, Respo, Always Punctual, Efficent, Problem Solving, Creativity Skills, Positive Team Player, Highly Ambitious, Microsoft Excel, Positive Energy, Reasoning Skills
Education
The University of Georgia 2012 — 2016
Finance & Risk Management/Insurance, Business/Commerce, General
University of Westminster
Business/Commerce, General
Atlantic Trust September 2008 - Present
Battersby Capital Management August 2006 - September 2008
Cornerstone Trading LLC January 2001 - August 2006
Nonprofit Enterprise at Work June 2000 - December 2000
Skills
Risk Management, Volatility Arbitrage, Convertible Arbitrage, Mergers, Hedge Funds, Alternative Investments, Equities, Asset Allocation, Asset Managment, Portfolio Management, Investment Strategies, Fixed Income, Investments, Private Equity, Investment Management, Bloomberg, Trading, Investment Advisory, Capital Markets, Asset Management, Options
Education
University of Michigan 1995 — 2000
BS, Economics
East Lansing High School 1991 — 1995
The Wharton School February 2014 - Present
Horizon Media June 2015 - August 2015
Ivy Sports Symposium February 2014 - April 2015
Atlantic Trust June 2014 - July 2014
Skills
Microsoft Excel, Microsoft Word, Customer Service, Microsoft Office, Photoshop, PowerPoint, Public Speaking, Research, Social Media, Teamwork, Data Analysis, Leadership, Access, Management, Marketing, Event Planning
Education
University of Pennsylvania - The Wharton School 2013 — 2017
Bachelor's Degree, Management, Marketing
Marist School 2007 — 2013
High School
Deloitte Tax LLP July 2014 - Present
Deloitte Tax LLP January 2014 - April 2014
Global Financial Advisors August 2012 - January 2013
Atlantic Trust August 2012 - December 2012
The Church of Jesus Christ of Latter-day Saints September 2011 - December 2011
Northgate Capital July 2010 - July 2011
The Church of Jesus Christ of Latter-day Saints May 2009 - August 2009
Novogradac & Company LLP June 2007 - August 2008
Skills
Microsoft Excel, Accounting, Bloomberg Terminal, VBA, Valuation, Team Leadership, PowerPoint, Financial Modeling, Analysis, Financial Analysis, Economics, Equity Valuation, Team-oriented, Business Development, Access, Financial Statements, Microsoft Office, Microsoft Word, Public Speaking, Leadership, Research, US GAAP, Tax
Education
Santa Clara University - Leavey School of Business 2013 — 2013
Certificate of Advanced Accounting Program, Accounting, 3.96/4.0
Marriott School of Management at Brigham Young University 2008 — 2013
BS, Finance, 3.82/4.00
European Business 2011 — 2011
International Business, 4.0/4.0
UPS May 2015 - Present
Atlantic Trust June 2014 - August 2014
TradeSecure, LLC September 2013 - June 2014
Senator Johnny Isakson May 2012 - June 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Event Planning, Social Media, Public Speaking, Research, Customer Service, Finance, Accounts Payable, Facebook, Leadership, Keynote, Problem Analysis, International Relations, Analysis, Policy Analysis
Education
The University of Georgia 2011 — 2015
Bachelor of Business Administration (BBA) & Bachelor of Arts, Management and International Affairs
GLOBIS Study Abroad (Summer 2013)
International Affairs and Business Law
Lassiter High School 2007 — 2011
Atlantic Trust January 2015 - Present
Atlantic Trust December 2012 - Present
Invesco Ltd. January 2011 - December 2012
Mercer Investment Consulting June 2008 - January 2011
Highland Associates; Birmingham, AL June 2007 - August 2007
Skills
Hedge Funds, Mutual Funds, Asset Allocation, Portfolio Management, Investments, PowerPoint
Education
University of Georgia - Terry College of Business 2004 — 2008
Banking and Finance
University of Innsbruck 2006 — 2006
Study Abroad
Episcopal High School 2000 — 2004
Atlantic Trust July 2005 - Present
State Street Bank 1998 - 2004
Skills
Mutual Funds, Asset Management, Alternative Investments, Asset Allocation, Portfolio Management
Education
University of Massachusetts, Amherst 1995 — 1998
BA
University of Rhode Island 1993 — 1995
Atlantic Trust July 2011 - Present
U.S. Trust, Bank of America Private Wealth Management January 2010 - July 2011
JPMorgan Chase January 2009 - January 2010
U.S. Department of the Treasury May 2008 - August 2008
Skills
Asset Allocation, Wealth Management, Asset Management, Mutual Funds, Portfolio Management
Education
Suffolk University - Sawyer School of Management 2011 — 2013
MBA, Finance
Boston University 2013 — 2014
Certificate in Financial Planning
Cannon Financial Institute 2013 — 2015
Trust School I, II, and III
Westfield State University 2005 — 2009
BA, Economics
Westfield State University 2005 — 2009
BS, Business Management
Morgan Stanley 2005 - Present
Atlantic Trust October 2001 - April 2005
Education
University of Virginia Darden School of Business 2005 — 2007
MBA
University of Pennsylvania 1997 — 2001
BA
Atlantic Trust October 2014 - January 2015
Sutter Securities Incorporated December 2009 - July 2014
Sutter Securities Incorporated November 2008 - December 2009
Sutter Securities Incorporated September 2007 - November 2008
Skills
Research, Public Speaking, PowerPoint, Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Data Analysis, Community Outreach, Fixed Income, Fixed Income Analysis, Fixed Income Strategies, Fixed Income Portfolio..., Economic Research, Equity Research, Bloomberg, Bloomberg Terminal, CMBS, Agency MBS, Corporate Finance, Sovereign Debt, Sales Operations, Interest Rate Risk..., Interest Rate Swaps, Structured Products, Foreign Currency, LIBOR, High Net Worth..., BVAL, Equities, Portfolio Management, Finance, Investments, Analysis, Financial Analysis, Trading, Capital Markets, Securities
Education
University of San Francisco 2007 — 2012
B.S. and B.A., Finance and Economics, 3.72, Cum Laude
Junipero Serra High School 2001 — 2005
Juniperro Serra High School, High School
American Airlines October 2012 - June 2015
Atlantic Trust March 2011 - October 2012
Atlantic Trust July 2009 - February 2011
Skills
Excel, Outlook, PowerPoint, Market Research, Factset, Thomson One, IDS, Research, Financial Modeling, Microsoft Excel, Valuation, Financial Analysis, Portfolio Management, Management, Marketing, Strategy, Data Analysis, Thompson One, Analysis, Finance, Microsoft Office
Education
Vanderbilt University - Owen Graduate School of Management 2015 — 2017
Master of Business Administration (MBA), Strategy & Finance
The University of Texas at Austin 2004 — 2008
BA, Economics, Government (Double Major)
Carpeteria Carpet One March 2011 - Present
Carpeteria Floor & Home August 2009 - March 2011
Floorsonly.com August 2009 - January 2011
Atlantic Trust July 2007 - August 2009
Ogilvy & Mather July 2006 - September 2006
Skills
Marketing, Customer Service, Sales, Business Development, Market Research, Retail, New Business Development, Financial Modeling, Strategic Partnerships, Strategic Planning, Contract Negotiation, Strategy, Financial Analysis, Start-ups, Lead Generation, Entrepreneurship, Online Advertising, Marketing Strategy, Pricing, Market Analysis, Leadership, Team Leadership, Cross-functional Team..., Management, Business Strategy, Social Media Marketing, Sales Process, Social Media, Competitive Analysis, Operations Management, Account Management, Negotiation, Online Marketing, Product Management
Education
University of California, Davis 2003 — 2007
B.A., Economics, Communications
Segal Rogerscasey July 2015 - Present
Atlantic Trust May 2014 - August 2014
Rochester Wealth Management Group, LLC August 2013 - March 2014
Excel Sports Management June 2013 - August 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Data Analysis, Analysis, Business Modeling, Wealth Management, Statistics, Bloomberg, Public Speaking, Investments, Research, Financial Analysis, Business Planning, Leadership, Teamwork, Portfolio Performance..., Customer Service, Finance, Portfolio Management
Education
University of Rochester 2011 — 2015
Chaminade High School 2007 — 2011
Diploma
Atlantic Trust 2005 - Present
Constellation NewEnergy 2005 - 2005
Skills
Wealth Management, Relationship Management, Hedge Funds, Investments, Investment Management, Alternative Investments, Securities, Equities, Mutual Funds, Financial Services, Asset Management, Business Development, Retirement
Education
The University of Texas at Austin 2001 — 2003
Certification, Early Childhood Education
The University of Texas at Austin 1996 — 2000
BA, Government
Oppenheimer & Co. Inc. October 2010 - Present
Bernstein Global Wealth Management September 2005 - August 2010
Atlantic Trust April 2004 - August 2005
Mellon October 2002 - March 2004
Neuberger Berman January 1991 - September 2002
Skills
Investments, Insurance, Asset Allocation, Wealth Management..., Securities, Retirement Plan..., Relationship Management
Education
University of California, Berkeley - Walter A. Haas School of Business 1994 — 1997
MBA
University of Wisconsin-Madison
BA, Communication Arts
atlantic trust Chariman of the Executive CommitteeHarbor Capital ManagementJune 1979 - June 2003
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1964 — 1965
Diversified Trust Company March 2011 - Present
Alpha Capital Management November 2006 - November 2010
Wilmington Trust Investment Management February 2005 - November 2006
Homrich Berg February 2003 - February 2005
Atlantic Trust September 1999 - February 2003
Alex. Brown & Sons January 1992 - May 1997
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Equities, Investment Strategies, Investments, Portfolio Management, Asset Management, Wealth Management, Investment Management, Valuation, Securities, Mutual Funds, Investment Advisory, Fixed Income
Education
Syracuse University - Maxwell School of Citizenship and Public Affairs
Bachelor of Arts (BA), Economics
Atlantic Trust Managing DirectorAtlantic Trust Private Wealth Management2004 - Present
Education
University of Illinois at Urbana-Champaign 1974 — 1978
Atlantic Trust Managing DirectorAtlantic Trust Private Wealth Management2003 - Present
Atlantic Trust - Invesco 2003 - Present
Goldman Sachs March 1969 - December 2001
Skills
Equities, Investments, Investment Management, Private Equity, Securities, Financial Analysis, Asset Management, Alternative Investments, Management, Investment Strategies, Mergers & Acquisitions, Series 7, Portfolio Management, Asset Managment, Due Diligence, Strategic Planning, Valuation, Fixed Income
Education
The University of Texas at Austin 1960 — 1967
Capital Group May 2011 - Present
Atlantic Trust October 2009 - May 2011
Capital Group April 2008 - July 2009
Capital Group November 2007 - April 2008
Capital Group September 2005 - September 2007
Hovan Capital Management LLC May 2004 - May 2005
Education
Tecnológico de Monterrey 1998 — 2003
Levin Group January 2012 - Present
Silberstein Insurance Group March 2010 - August 2011
Atlantic Trust February 2010 - March 2010
Watermark Property Group, LLC August 2008 - February 2010
Coldwell Banker Residential Brokerage November 2004 - May 2008
Consumer Source, Inc. November 1999 - November 2004
Greater Baltimore Medical Center January 1994 - November 1999
Skills
Outlook, Coordination, Office Equipment, Marketing, Customer Service, Budget, Microsoft Excel, Human Resources, Office Management, PowerPoint, Strategic Planning, Microsoft Word, Visio, MS Project, Project Management, Executive..., Budgets, Event Planning, Management, Sales, Leadership, Administrative..., Office Administration, Administration, Microsoft Office
Education
Towson University
Mass Communications
Yacktman Asset Management December 2011 - Present
Yacktman Asset Management October 2009 - December 2011
Atlantic Trust August 2007 - February 2009
Education
The University of Texas at Austin 2003 — 2007
BBA, Finance
The University of Texas at Austin - Red McCombs School of Business 2003 — 2007
BBA, Finance
UNSW Australia 2006 — 2006
Finance
TAMRO Capital Partners LLC October 2004 - Present
Atlantic Trust February 1999 - October 2004
Riggs Bank 1995 - 1999
Education
The George Washington University
MBA, Finance and Investments
University of Maryland College Park
BA, Economics
Atlantic Trust Private Wealth Management March 2008 - Present
Atlantic Trust December 2005 - March 2008
Education
University of Illinois at Urbana-Champaign 2001 — 2005
B.A., Anthropology, Classical Civilization Archaeology
Atlantic Trust April 2010 - Present
Lockton Companies June 2009 - April 2010
Strategic Financial Partners March 2007 - June 2009
Wells Fargo September 2006 - March 2007
HomeWatch International August 2005 - September 2006
Big Brothers Big Sisters of Colorado June 2003 - August 2005
Skills
Business Development, Management, Portfolio Management, Mutual Funds, Investments, Sales, Analysis, Equities, Alternative Investments, Recruiting, Start-ups, Marketing, Insurance
Education
University of Central Oklahoma
BA
Atlantic Trust Private Wealth Management January 2007 - Present
Atlantic Trust January 2007 - Present
Evergreen Investments 1999 - 2005
Prudential Investments 1996 - 1998
Phoenix Investment Partners 1982 - 1995
Education
University of New Hampshire 1979 — 1982
BS, Business Administration
University of New Hampshire -- Peter T. Paul College of Business and Economics 1979 — 1982
BS, Business Admin
Kodner Associates August 2010 - November 2014
Atlantic Trust/Stein Roe Investment Counsel 1998 - 2007
Atlantic Trust 1998 - 2007
Hotchkiss Associates Investment Counsel June 1986 - November 1997
Skills
Securities, Museums, Mutual Funds, PowerPoint, Microsoft Excel, Equity Research, Outlook, Hedge Funds, Microsoft Office
Education
University of Illinois at Chicago 1979 — 1982
Undergraduate Degree, Economics and Accounting
Atlantic Trust December 2004 - Present
Atlantic Trust Private Wealth Management 2004 - Present
SunTrust Bank 2000 - 2004
Riggs Bank 1997 - 2000
ASB Capital Management August 1989 - February 1999
Education
The University of Texas at Austin 1983 — 1987
BA, Government
Bracebridge Capital, LLC April 2012 - Present
Atlantic Trust April 2010 - April 2012
Atlantic Trust February 2005 - April 2010
State Street July 2003 - February 2005
Education
University of Adelaide
Bachelor of Commerce, Accounting
University of Adelaide
Bachelor of Economics, Economics
Atlantic Trust July 2007 - March 2013
Skills
Cash Management, Client Services, Client Liaison, Client Development, Marketing, Administrative..., Office Administration, Executive..., Travel Management, Expense Reports, Asset Management, Client Relationships...
Education
The Community College of Baltimore County 1999 — 2002
Associate's Degree, Business Administration and Management, General
Atlantic Trust September 1999 - Present
Atlantic Trust - Private Wealth Management (Denver) 1999 - Present
Atlantic Trust Private Wealth Management 1999 - Present
United Bank of Denver/Norwest/Wells Fargo 1985 - 1999
Education
University of Illinois at Urbana-Champaign - College of Business 1977 — 1981
BS, Finance
Atlantic Trust 2000 - 2015
Atlantic Trust 2000 - 2015
TOSHIBA Global Commerce Solutions, Inc September 2008 - April 2014
CTG August 2007 - April 2014
IBM Corporation February 1966 - June 2007
Skills
Solution Selling, Sales Enablement, Channel, Change Management, Enterprise Software, IT Service Management, Business Analysis, Cloud Computing, Account Management, Vendor Management, IT Strategy, Integration, Business Intelligence, Strategy, SaaS, Team Leadership, Direct Sales, Program Management, Start-ups, New Business Development, Business Strategy, Management, Leadership, Go-to-market Strategy, Outsourcing, Selling, Professional Services, Strategic Partnerships, Pre-sales, Sales Management, Cross-functional Team..., Business Alliances, Product Management, Sales, Process Improvement, IT Outsourcing, Project Management, Business Development, Business Process...
Education
University of California, Berkeley 1960 — 1964
Bachelor of Science (BS), Business Administration and Management, General
Atlantic Trust July 2005 - Present
RBC Capital Markets 2004 - June 2005
RBC Wealth Managment February 2002 - 2004
Northwest Airlines August 2001 - October 2001
Skills
Financial Modeling, Accounting, Valuation, Private Equity, Wealth Management, Strategic Financial..., Variance Analysis, Finance, Financial Reporting, Due Diligence, Financial Analysis, Strategic Planning, Cash Flow, Account Reconciliation, Managerial Finance, Analysis, Forecasting, Financial Planning
Education
University of Iowa 1996 — 2001
BBA
Atlantic Trust July 2013 - Present
Atlantic Trust June 2011 - Present
Atlantic Trust May 2010 - May 2011
Skills
Wealth Management, Microsoft Excel, Alternative Investments, Brazilian Portuguese, Investments, PowerPoint
Education
Suffolk University - Sawyer Business School 2007 — 2011
Watertown High
Atlantic Trust 2012 - Present
AMG National Trust Bank 2010 - June 2012
Atlantic Trust May 2008 - August 2010
The Ayco Company, L.P. August 2007 - May 2008
Skills
Budgets, Data Analysis, Due Diligence, Finance, Variance Analysis, Asset Allocation, Investments, Financial Reporting, Portfolio Management, Financial Analysis, Financial Modeling, Valuation, Wealth Management, Corporate Finance, Strategic Financial...
Education
University of Colorado Boulder 2001 — 2005
MS, BSBA, Accounting, Finance
T. Rowe Price June 2012 - Present
T. Rowe Price December 2006 - June 2012
T. Rowe Price August 2003 - December 2006
Atlantic Trust January 2002 - August 2003
Brown Asset Management 1992 - 1997
Skills
Management, Microsoft Excel, Outlook, PowerPoint, Investments, Onboarding, PeopleSoft, Workday
Education
University of Baltimore
Bachelor of Arts (B.A.), Human Resources / Finance
Atlantic Trust May 2014 - Present
BNY Mellon August 2012 - May 2014
My Perfect Gig, Inc. June 2008 - June 2009
Skills
Economics, Visual Basic, VBA, Microsoft Excel, Economic Research, Microsoft Office, PowerPoint, System Configuration, Politics, Regulatory Compliance, Legal Compliance, Investments, HTML, Communication, Qualitative Research, Quantitative Research, Research, At Multitasking, Strategic Business..., Macroeconomics, Microeconomics, Financial Analysis, Financial Modeling, Analytical Modelling
Education
The University of Edinburgh 2011 — 2012
Study Abroad, Economics
University of Southern California 2008 — 2012
BA, Economics/Political Science
Craven Capital LLC February 2012 - Present
BBL Churchill Group Inc 2011 - 2015
Deutsche Bank March 2010 - February 2012
Wilmington Trust October 2006 - January 2010
Atlantic Trust August 2003 - July 2006
Merrill Lynch April 1997 - June 2003
Skills
Trust & Estates attorney, Wealth Management, Series 7, Asset Allocation, Portfolio Management, Securities, Equities, Asset Managment, Investment Advisory, Risk Management, Trust, Estate Law, Alternative Investments, Due Diligence, Asset Management, Private Equity, Investments, Strategy, Hedge Funds, Estate Planning, Financial Services, High Net Worth..., Capital Markets, Investment Management, Fixed Income, Family Office, Investment Strategies, Private Banking, Mutual Funds, Structured Finance, Wealth, Investment Banking, Financial Advisory, Emerging Markets, Structured Products, Bonds, Derivatives, Series 63, Valuation, Investor Relations, Trading, Financial Markets, Private Placements
Education
The University of Queensland 1973 — 1976
Bachelor of Laws (LL.B.), Law, Graduated from the half of the class that made the other half look good!
Brisbane Grammar School 1971 — 1972
Atlantic Trust August 2007 - Present
State Street Global Advisors 2003 - 2007
Skills
Equities, Asset Management, Mutual Funds, Asset Allocation
Education
St. Lawrence University 1995 — 1999
Government & Economics
independent wealth manager January 2009 - Present
Atlantic Trust March 2004 - August 2006
Stein Roe Investment Counsel March 1996 - March 2004
Bailard, Inc. nee Bailard, Biehl & Kaiser March 1982 - March 1992
Skills
holistic wealth..., Estate Planning, Personal Tax Planning, strategic asset..., business succession..., Concentrated Stock..., Multi-generational..., option exercise..., Tactical Asset..., Alternative Investments
Education
Stanford University 1977 — 1981
BA, Political Science, Economics, Law
Stanford University 1977 — 1981
BA, Political Science and Government
Credit Suisse 2010 - Present
Texas Tech Endowment 2007 - Present
Atlantic Trust April 2003 - May 2010
Goldman Sachs May 2001 - April 2003
Education
The University of Texas at Austin - The Red McCombs School of Business 1999 — 2001
MBA, Finance
Vanderbilt University 1991 — 1995
BA, History
Dormeo North America Summer AnalystDenali Asset ManagementJuly 2014 - August 2014
Atlantic Trust May 2014 - June 2014
Skills
Problem Solving, Leadership, Work Ethic, People Skills, Data Analysis, Financial Analysis, Corporate Finance, Financial Modeling
Education
Southern Methodist University 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
Southern Methodist University - Cox School of Business