Balentine Company
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Balentine Employees
Employee
Years
Job
Industry
S. Alan McKnight, Jr, CFA S. Alan McKnight, Jr, CFA's Balentine Experience January 2010 - September 2012
Job Chief Investment Officer
Industry Investment Management
Experience
Regions Asset Management April 2015 - Present
SunTrust Bank September 2012 - March 2015
Balentine January 2010 - September 2012
SunTrust Institutional Investment Advisors July 2006 - March 2010
Morgan Stanley August 2002 - June 2006
Equitable Asset Management September 1997 - May 1999
Wachovia Securities (I/JL) October 1995 - September 1997
Skills
Portfolio Management, Asset Managment, Financial Modeling, Equities, Financial Analysis, Valuation, Due Diligence, Investments, Risk Management, Fixed Income, Investment Management, Trading, Investment Strategies, Mutual Funds, Hedge Funds, Wealth Management, Equity Research, Asset Management, Private Equity, Strategy, Finance, Alternative Investments, Relationship Management, Financial Services, Institutional..., Asset Allocation, Investment Banking, Investment Advisory, Wealth Management...
Education
The University of Texas at Austin - Red McCombs School of Business 2000 — 2002
MBA, Finance
Washington and Lee University 1990 — 1994
Bachelor of Arts, Economics
The Kinkaid School 1986 — 1990
Regions Asset Management April 2015 - Present
SunTrust Bank September 2012 - March 2015
Balentine January 2010 - September 2012
SunTrust Institutional Investment Advisors July 2006 - March 2010
Morgan Stanley August 2002 - June 2006
Equitable Asset Management September 1997 - May 1999
Wachovia Securities (I/JL) October 1995 - September 1997
Skills
Portfolio Management, Asset Managment, Financial Modeling, Equities, Financial Analysis, Valuation, Due Diligence, Investments, Risk Management, Fixed Income, Investment Management, Trading, Investment Strategies, Mutual Funds, Hedge Funds, Wealth Management, Equity Research, Asset Management, Private Equity, Strategy, Finance, Alternative Investments, Relationship Management, Financial Services, Institutional..., Asset Allocation, Investment Banking, Investment Advisory, Wealth Management...
Education
The University of Texas at Austin - Red McCombs School of Business 2000 — 2002
MBA, Finance
Washington and Lee University 1990 — 1994
Bachelor of Arts, Economics
The Kinkaid School 1986 — 1990
Kathryn Guest Sandoval Kathryn Guest Sandoval's Balentine Experience December 2009 - Present
Job Client Service Manager, Client Relationship Team at Balentine
Industry Financial Services
Experience
Balentine December 2009 - Present
Wilmington Trust 2006 - 2009
Wells Fargo 1999 - 2005
Skills
Wealth Management
Education
Elon University - Martha and Spencer Love School of Business 1995 — 1999
Balentine December 2009 - Present
Wilmington Trust 2006 - 2009
Wells Fargo 1999 - 2005
Skills
Wealth Management
Education
Elon University - Martha and Spencer Love School of Business 1995 — 1999
Erica Farber Erica Farber's Balentine Experience December 2009 - Present
Job Partner, Director of Operations and Chief Compliance Officer at Balentine
Industry Financial Services
Experience
Balentine December 2009 - Present
Wilmington Trust December 2001 - December 2009
Balentine & Company March 1999 - December 2001
Education
The Ohio State University 1990 — 1995
BA, Psychology
Balentine December 2009 - Present
Wilmington Trust December 2001 - December 2009
Balentine & Company March 1999 - December 2001
Education
The Ohio State University 1990 — 1995
BA, Psychology
Lisa Baker Noojin's Balentine Experience June 2015 - Present
Job Senior Associate at Balentine
Industry Marketing and Advertising
Experience
Balentine June 2015 - Present
SONET Solutions, Inc. January 2013 - June 2015
Merrill Lynch 2002 - 2004
Salomon Smith Barney 2000 - 2001
PRIMIS 2000 - 2000
Hartsfield Capital 1998 - 2000
Bank of America 1999 - 1999
Raymond James Financial Inc. 1995 - 1999
R.J. Fitzgerald & Co. 1994 - 1995
Skills
Investments, Strategic Financial..., Finance, Strategy, Risk Management, Business Development, Entrepreneurship, Alternative Investments, Social Media, SEO, Small Business, Social Media ROI, Facebook Marketing, Digital Media, Social Media Marketing, Online Advertising, Reputation Management, Business Intelligence..., Marketing Strategy, Digital Strategy, Social Media Measurement, Social Networking, Goal Analysis, Social Media Best..., Public Relations, Crisis Management, New Business Development, Organizational..., Data Protection, Marketing, Financial Planning, Due Diligence
Education
Everest University-Tampa 1995 — 1996
MBA, Business, 3.9 GPA
Salisbury University - Perdue School of Business 1986 — 1990
Bachelor of Science, Finance
Wicomico Senior Highschool 1982 — 1986
High School
Balentine June 2015 - Present
SONET Solutions, Inc. January 2013 - June 2015
Merrill Lynch 2002 - 2004
Salomon Smith Barney 2000 - 2001
PRIMIS 2000 - 2000
Hartsfield Capital 1998 - 2000
Bank of America 1999 - 1999
Raymond James Financial Inc. 1995 - 1999
R.J. Fitzgerald & Co. 1994 - 1995
Skills
Investments, Strategic Financial..., Finance, Strategy, Risk Management, Business Development, Entrepreneurship, Alternative Investments, Social Media, SEO, Small Business, Social Media ROI, Facebook Marketing, Digital Media, Social Media Marketing, Online Advertising, Reputation Management, Business Intelligence..., Marketing Strategy, Digital Strategy, Social Media Measurement, Social Networking, Goal Analysis, Social Media Best..., Public Relations, Crisis Management, New Business Development, Organizational..., Data Protection, Marketing, Financial Planning, Due Diligence
Education
Everest University-Tampa 1995 — 1996
MBA, Business, 3.9 GPA
Salisbury University - Perdue School of Business 1986 — 1990
Bachelor of Science, Finance
Wicomico Senior Highschool 1982 — 1986
High School
Adrian Cronje Adrian Cronje's Balentine Experience December 2009 - Present
Job Partner and Chief Investment Officer at Balentine
Industry Financial Services
Experience
Balentine December 2009 - Present
Wilmington Trust July 2005 - October 2009
Schroders September 1999 - June 2005
Skills
Asset Management, Investment Management, Wealth Management, Investments, Alternative Investments, Equities, Portfolio Management, Financial Modeling, Mutual Funds, Asset Allocation, Financial Analysis, Strategic Financial..., Investment Strategies, Risk Management, Series 7, Economics, Statistics, Strategic Planning, Asset Managment, Private Equity, Hedge Funds
Education
University of Cambridge 1997 — 1999
Doctor of Philosophy (Ph.D.), Macroeconomics and Econometrics
University of Cambridge 1995 — 1996
Master's Degree, Economics and Finance
University of Cape Town 1991 — 1994
BCom (Hons), Economics
Balentine December 2009 - Present
Wilmington Trust July 2005 - October 2009
Schroders September 1999 - June 2005
Skills
Asset Management, Investment Management, Wealth Management, Investments, Alternative Investments, Equities, Portfolio Management, Financial Modeling, Mutual Funds, Asset Allocation, Financial Analysis, Strategic Financial..., Investment Strategies, Risk Management, Series 7, Economics, Statistics, Strategic Planning, Asset Managment, Private Equity, Hedge Funds
Education
University of Cambridge 1997 — 1999
Doctor of Philosophy (Ph.D.), Macroeconomics and Econometrics
University of Cambridge 1995 — 1996
Master's Degree, Economics and Finance
University of Cape Town 1991 — 1994
BCom (Hons), Economics
Josephine Walthall's Balentine Experience March 2015 - Present
Job Director of Communications at Balentine
Industry Financial Services
Experience
Balentine March 2015 - Present
Balentine January 2014 - March 2015
Balentine September 2010 - January 2014
Homrich Berg October 2007 - September 2010
Skills
Wealth Management, Asset Managment, Financial Modeling, Investments, Marketing Communications, Strategy, Social Media Marketing, Strategic Planning, Marketing Strategy, Brand Development, Public Relations, Portfolio Management, Marketing, Direct Marketing, Competitive Analysis, Social Media, Management, Asset Management
Education
The University of Georgia 2003 — 2006
B.A., Journalism - magazines, magna cum laude
Brookwood
Balentine March 2015 - Present
Balentine January 2014 - March 2015
Balentine September 2010 - January 2014
Homrich Berg October 2007 - September 2010
Skills
Wealth Management, Asset Managment, Financial Modeling, Investments, Marketing Communications, Strategy, Social Media Marketing, Strategic Planning, Marketing Strategy, Brand Development, Public Relations, Portfolio Management, Marketing, Direct Marketing, Competitive Analysis, Social Media, Management, Asset Management
Education
The University of Georgia 2003 — 2006
B.A., Journalism - magazines, magna cum laude
Brookwood
Daniel Ogunmade, CAIA Daniel Ogunmade, CAIA's Balentine Experience November 2010 - June 2014
Job Performance and Analytics Consultant at State Street
Industry Financial Services
Experience
State Street June 2014 - Present
Balentine November 2010 - June 2014
Frontier Broadcasting August 2009 - December 2010
Mercer University Athletics July 2007 - July 2009
Mercer University January 2008 - June 2009
Lloyds Bank August 2004 - December 2005
Dundee United Football Club July 1999 - June 2004
Skills
Wealth Management, Customer Service, Microsoft Excel, Investments, CRM, Analysis, Advertising, Finance, Financial Analysis, Trading, Market Research, Portfolio Management, Financial Modeling
Education
Chartered Alternative Investment Analyst 2012 — 2013
CAIA, Chartered Alternative Investment Analyst
Mercer University - Stetson School of Business and Economics 2005 — 2009
BBA, Economics and Finance
State Street June 2014 - Present
Balentine November 2010 - June 2014
Frontier Broadcasting August 2009 - December 2010
Mercer University Athletics July 2007 - July 2009
Mercer University January 2008 - June 2009
Lloyds Bank August 2004 - December 2005
Dundee United Football Club July 1999 - June 2004
Skills
Wealth Management, Customer Service, Microsoft Excel, Investments, CRM, Analysis, Advertising, Finance, Financial Analysis, Trading, Market Research, Portfolio Management, Financial Modeling
Education
Chartered Alternative Investment Analyst 2012 — 2013
CAIA, Chartered Alternative Investment Analyst
Mercer University - Stetson School of Business and Economics 2005 — 2009
BBA, Economics and Finance
Rob Ragsdale Rob Ragsdale's Balentine Experience January 2013 - Present
Job Partner at Balentine
Industry Investment Management
Experience
Balentine January 2013 - Present
Balentine March 2011 - January 2013
Franklin Street Partners 2003 - March 2011
Trident Financial Corp./Trident Securities, Inc. 2000 - 2002
First Union National Bank June 1998 - June 2000
Skills
Asset Managment, Risk Management, Equities, Investments, Strategy, Investment Advisory, Management, Alternative Investments, Asset Management, Private Equity, Portfolio Management, Institutional..., Asset Allocation, Financial Modeling, Wealth Management, Investment Banking, Investment Management, Hedge Funds, Financial Analysis, Strategic Planning, Financial Services, Valuation, Series 7, Pensions
Education
Duke University - The Fuqua School of Business 2002 — 2004
M.B.A., Finance
University of North Carolina at Chapel Hill
B.A., Psychology & History
The Lawrenceville School 1989 — 1993
Diploma
Hampden-Sydney College
Hampden-Sydney College
Hampden-Sydney College
Hampden-Sydney College
Balentine January 2013 - Present
Balentine March 2011 - January 2013
Franklin Street Partners 2003 - March 2011
Trident Financial Corp./Trident Securities, Inc. 2000 - 2002
First Union National Bank June 1998 - June 2000
Skills
Asset Managment, Risk Management, Equities, Investments, Strategy, Investment Advisory, Management, Alternative Investments, Asset Management, Private Equity, Portfolio Management, Institutional..., Asset Allocation, Financial Modeling, Wealth Management, Investment Banking, Investment Management, Hedge Funds, Financial Analysis, Strategic Planning, Financial Services, Valuation, Series 7, Pensions
Education
Duke University - The Fuqua School of Business 2002 — 2004
M.B.A., Finance
University of North Carolina at Chapel Hill
B.A., Psychology & History
The Lawrenceville School 1989 — 1993
Diploma
Hampden-Sydney College
Hampden-Sydney College
Hampden-Sydney College
Hampden-Sydney College
Kristi Hillyer's Balentine Experience January 2012 - Present
Job Director of Client Service at Balentine
Industry Investment Management
Experience
Balentine January 2012 - Present
Windhaven Investment Management October 2003 - May 2010
Skills
Asset Managment, Equities, Strategy, Asset Management, Microsoft Excel, Marketing Strategy
Education
Trinity College-Hartford 1999 — 2003
Bachelor of Arts (B.A.), Economics
Balentine January 2012 - Present
Windhaven Investment Management October 2003 - May 2010
Skills
Asset Managment, Equities, Strategy, Asset Management, Microsoft Excel, Marketing Strategy
Education
Trinity College-Hartford 1999 — 2003
Bachelor of Arts (B.A.), Economics
Tonia Edwards, PhD, PMP Tonia Edwards, PhD, PMP's Balentine Experience 2012 - 2013
Job Senior Project Leader at DST Health Solutions
Industry Information Technology and Services
Experience
DST Health Solutions 2014 - Present
Emory University 2013 - 2014
Georgia State University 2011 - 2014
Balentine 2012 - 2013
Balentine 2010 - 2012
Georgia State University 2004 - 2011
Southern Magnolia Builders 2005 - 2008
Université de Paris X - Nanterre 2003 - 2004
Indiana University Bloomington 2002 - 2003
Indiana University Bloomington 1999 - 2003
Skills
Strategic Planning, Strategic Communications, Project Management, Marketing Strategy, New Media, Public Relations, Digital Marketing, Public Speaking, Research, Teaching, Program Implementation, Social Media Marketing, Copywriting, Strategy, SaaS, Program Management, Process Improvement, Salesforce.com..., Automated Marketing..., Eloqua Administration, Product Managment, Staff Development, Portfolio Management, Creative Writing, Social Media, Market Research, Marketing, Project Planning, Editing, Media Relations, Non-profit Leadership, Social Networking, Internal Communications, Fundraising, Corporate Communications, Leadership, Facebook, Marketing Communications, Event Planning, Nonprofits, Grant Writing, Copy Editing, Community Outreach, Blogging, Newsletters, Press Releases, Proposal Writing, Event Management, Speech Writing, Higher Education
Education
Indiana University Bloomington 2001 — 2008
PhD, Communication and Culture
Indiana University Bloomington 1999 — 2001
MA, Communication and Culture
The University of Georgia 1995 — 1999
BA, French and Film Studies
DST Health Solutions 2014 - Present
Emory University 2013 - 2014
Georgia State University 2011 - 2014
Balentine 2012 - 2013
Balentine 2010 - 2012
Georgia State University 2004 - 2011
Southern Magnolia Builders 2005 - 2008
Université de Paris X - Nanterre 2003 - 2004
Indiana University Bloomington 2002 - 2003
Indiana University Bloomington 1999 - 2003
Skills
Strategic Planning, Strategic Communications, Project Management, Marketing Strategy, New Media, Public Relations, Digital Marketing, Public Speaking, Research, Teaching, Program Implementation, Social Media Marketing, Copywriting, Strategy, SaaS, Program Management, Process Improvement, Salesforce.com..., Automated Marketing..., Eloqua Administration, Product Managment, Staff Development, Portfolio Management, Creative Writing, Social Media, Market Research, Marketing, Project Planning, Editing, Media Relations, Non-profit Leadership, Social Networking, Internal Communications, Fundraising, Corporate Communications, Leadership, Facebook, Marketing Communications, Event Planning, Nonprofits, Grant Writing, Copy Editing, Community Outreach, Blogging, Newsletters, Press Releases, Proposal Writing, Event Management, Speech Writing, Higher Education
Education
Indiana University Bloomington 2001 — 2008
PhD, Communication and Culture
Indiana University Bloomington 1999 — 2001
MA, Communication and Culture
The University of Georgia 1995 — 1999
BA, French and Film Studies
Elana Benedikt Elana Benedikt's Balentine Experience May 2015 - Present
Job Marketing Intern at Balentine
Industry Marketing and Advertising
Experience
Balentine May 2015 - Present
5W Public Relations June 2014 - July 2014
Sharkmatic Advertising July 2013 - July 2013
Skills
Teamwork, Spanish, Social Media, Public Speaking, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Team Building, Social Media Marketing, Public Relations, Leadership, Guiding, Spanish-speaking, Due Diligence, Marketing
Education
Emory University - Goizueta Business School 2012 — 2016
Bachelor of Business Administration (BBA), Spanish Language and Literature
Universidad Pontificia Comillas 2014 — 2014
Marketing and Spanish
Balentine May 2015 - Present
5W Public Relations June 2014 - July 2014
Sharkmatic Advertising July 2013 - July 2013
Skills
Teamwork, Spanish, Social Media, Public Speaking, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Team Building, Social Media Marketing, Public Relations, Leadership, Guiding, Spanish-speaking, Due Diligence, Marketing
Education
Emory University - Goizueta Business School 2012 — 2016
Bachelor of Business Administration (BBA), Spanish Language and Literature
Universidad Pontificia Comillas 2014 — 2014
Marketing and Spanish
Philip Cave Philip Cave's Balentine Experience January 2010 - December 2012
Job The Private Bank / Wells Fargo
Industry Financial Services
Experience
Balentine January 2010 - December 2012
Wilmington Trust January 2006 - December 2009
Bessemer Trust 2002 - 2006
JP Morgan 1992 - 2002
Skills
Wealth Management, Investments
Education
North Carolina State University 1979 — 1983
BA, Finance / Business Management
Balentine January 2010 - December 2012
Wilmington Trust January 2006 - December 2009
Bessemer Trust 2002 - 2006
JP Morgan 1992 - 2002
Skills
Wealth Management, Investments
Education
North Carolina State University 1979 — 1983
BA, Finance / Business Management
Joe Stallings's Balentine Experience November 2009 - August 2013
Job OrangeAxis Principal and Founder
Industry Online Media
Experience
OrangeAxis September 2013 - Present
The Frazer Center June 2011 - June 2014
Balentine November 2009 - August 2013
Electronic Arts August 2004 - December 2009
Balentine & Company January 1994 - December 2002
Skills
Business Architecture, Public Speaking, Marketing Strategy, Public Relations, Research, Digital Strategy, Digital Media, Marketing Communications, Strategic Planning, Process Engineering, Business Strategy, Thought Leadership, Brand Development, Strategy, Sound Art, Social Media Marketing, Salesforce.com..., Business Automation, Branding, Business Engineering, Strategy Development, Music Production, Music Technology, Box.net, Eloqua, Google Analytics, Facebook Fan Page..., Profnet, Game Development, CRM, Video Games, Online Gaming, Entrepreneurship, Mobile Games, Game Design, Casual Games, Social Games, Gaming, Community Sites, Monetization, Content Strategy, Strategic Partnerships, Marketing, Mobile Marketing, Free to Play, E-commerce, Online Marketing, User Experience, Website Development, Mobile Applications
Education
Georgia Institute of Technology 1988 — 1992
Bachelor's Degree, International Relations and Affairs
OrangeAxis September 2013 - Present
The Frazer Center June 2011 - June 2014
Balentine November 2009 - August 2013
Electronic Arts August 2004 - December 2009
Balentine & Company January 1994 - December 2002
Skills
Business Architecture, Public Speaking, Marketing Strategy, Public Relations, Research, Digital Strategy, Digital Media, Marketing Communications, Strategic Planning, Process Engineering, Business Strategy, Thought Leadership, Brand Development, Strategy, Sound Art, Social Media Marketing, Salesforce.com..., Business Automation, Branding, Business Engineering, Strategy Development, Music Production, Music Technology, Box.net, Eloqua, Google Analytics, Facebook Fan Page..., Profnet, Game Development, CRM, Video Games, Online Gaming, Entrepreneurship, Mobile Games, Game Design, Casual Games, Social Games, Gaming, Community Sites, Monetization, Content Strategy, Strategic Partnerships, Marketing, Mobile Marketing, Free to Play, E-commerce, Online Marketing, User Experience, Website Development, Mobile Applications
Education
Georgia Institute of Technology 1988 — 1992
Bachelor's Degree, International Relations and Affairs
Julia Yue Shen's Balentine Experience September 2010 - December 2010
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2014 - Present
Crimson Hexagon June 2013 - July 2013
Balentine September 2010 - December 2010
Accenture June 2010 - July 2010
KPMG Audit July 2009 - August 2009
Skills
Financial Modeling, Economics, Stata, Probability, Film Production, Mandarin, Financial Analysis, Equities, Leadership, Investments
Education
Brown University 2010 — 2012
AB, Economics
Agnes Scott College 2008 — 2012
High School Affiliated to Nanjing Normal University 2005 — 2008
Morgan Stanley May 2014 - Present
Crimson Hexagon June 2013 - July 2013
Balentine September 2010 - December 2010
Accenture June 2010 - July 2010
KPMG Audit July 2009 - August 2009
Skills
Financial Modeling, Economics, Stata, Probability, Film Production, Mandarin, Financial Analysis, Equities, Leadership, Investments
Education
Brown University 2010 — 2012
AB, Economics
Agnes Scott College 2008 — 2012
High School Affiliated to Nanjing Normal University 2005 — 2008
Robert Woessner, CFA, CQF Robert Woessner, CFA, CQF's Balentine Experience July 2011 - January 2015
Job Investment Analyst
Industry Investment Management
Experience
Balentine July 2011 - January 2015
GenOn June 2008 - July 2011
U.S. Marine Corps October 2004 - June 2008
Skills
Microsoft Excel, Access, Analysis, Portfolio Management, Microsoft Word, Financial Analysis, Financial Modeling, Financial Reporting, Risk Management, Accounting, Strategic Planning, Process Improvement, Data Analysis, PowerPoint, Cash Management, Budgets, Investments, Leadership
Education
Georgia Institute of Technology 2015 — 2016
Master’s Degree, Statistics
Chartered Alternative Investment Analyst Association 2015 — 2015
Level 2 Candidate
CQF 2013 — 2015
Certificate in Quantitative Finance
CFA Institute 2010 — 2012
Chartered Financial Analyst
New York Institute of Finance 2011 — 2011
Professional Certificate, Portfolio Management
Georgia State University - J. Mack Robinson College of Business 2008 — 2010
MS, Finance
University of Georgia - Terry College of Business 2001 — 2004
BBA, Finance
Balentine July 2011 - January 2015
GenOn June 2008 - July 2011
U.S. Marine Corps October 2004 - June 2008
Skills
Microsoft Excel, Access, Analysis, Portfolio Management, Microsoft Word, Financial Analysis, Financial Modeling, Financial Reporting, Risk Management, Accounting, Strategic Planning, Process Improvement, Data Analysis, PowerPoint, Cash Management, Budgets, Investments, Leadership
Education
Georgia Institute of Technology 2015 — 2016
Master’s Degree, Statistics
Chartered Alternative Investment Analyst Association 2015 — 2015
Level 2 Candidate
CQF 2013 — 2015
Certificate in Quantitative Finance
CFA Institute 2010 — 2012
Chartered Financial Analyst
New York Institute of Finance 2011 — 2011
Professional Certificate, Portfolio Management
Georgia State University - J. Mack Robinson College of Business 2008 — 2010
MS, Finance
University of Georgia - Terry College of Business 2001 — 2004
BBA, Finance
Svetozar Ivanov Svetozar Ivanov's Balentine Experience March 2014 - Present
Job Associate at Balentine
Industry Investment Management
Experience
Balentine March 2014 - Present
Bank of America November 2013 - March 2014
Realty First May 2012 - April 2013
Aurora Group January 2012 - May 2012
Skills
Project Management, Competitive Analysis, Marketing Strategy, Financial Analysis, Management Consulting, Staff Development, Training, Leadership, Public Speaking, Negotiation, Marketing, Sales, Account Management, Social Media Marketing, Customer Service
Education
Georgia State University - J. Mack Robinson College of Business 2007 — 2011
Bachelor of Business Administration (BBA), Marketing, 3.82
Georgia State University - J. Mack Robinson College of Business 2007 — 2011
Bacherlor of Business Administration (BBA), Economics, 3.82
Balentine March 2014 - Present
Bank of America November 2013 - March 2014
Realty First May 2012 - April 2013
Aurora Group January 2012 - May 2012
Skills
Project Management, Competitive Analysis, Marketing Strategy, Financial Analysis, Management Consulting, Staff Development, Training, Leadership, Public Speaking, Negotiation, Marketing, Sales, Account Management, Social Media Marketing, Customer Service
Education
Georgia State University - J. Mack Robinson College of Business 2007 — 2011
Bachelor of Business Administration (BBA), Marketing, 3.82
Georgia State University - J. Mack Robinson College of Business 2007 — 2011
Bacherlor of Business Administration (BBA), Economics, 3.82
Julie McEwen Julie McEwen's Balentine Experience June 2014 - Present
Job Office Manager at Balentine
Industry Financial Services
Experience
Balentine June 2014 - Present
Roark Capital Group January 2006 - December 2013
Aspen Partners, Ltd. July 2001 - January 2006
Belcher Evans 1997 - 1999
Skills
Fundraising, Due Diligence, Strategic Planning, Private Equity, Entrepreneurship, Marketing, Heavy Calendaring, Project Management, Operations Management, Leadership, Change Management, Research, Customer Service, Analysis, Start-ups, Management, Mergers & Acquisitions, Sales, Microsoft Excel
Education
Georgia State University 1992 — 1995
BA, Anthropology
Balentine June 2014 - Present
Roark Capital Group January 2006 - December 2013
Aspen Partners, Ltd. July 2001 - January 2006
Belcher Evans 1997 - 1999
Skills
Fundraising, Due Diligence, Strategic Planning, Private Equity, Entrepreneurship, Marketing, Heavy Calendaring, Project Management, Operations Management, Leadership, Change Management, Research, Customer Service, Analysis, Start-ups, Management, Mergers & Acquisitions, Sales, Microsoft Excel
Education
Georgia State University 1992 — 1995
BA, Anthropology
Natalie Kelly Challen Natalie Kelly Challen's Balentine Experience September 2010 - January 2013
Job Associate at Willis Investment Counsel
Industry Financial Services
Experience
Willis Investment Counsel January 2013 - Present
Balentine September 2010 - January 2013
Willis Investment Counsel 2008 - 2010
Skills
Wealth Management, Financial Modeling, Portfolio Management, Asset Managment, Investment Management, Financial Analysis, Investments, Equities, Strategic Planning, Estate Planning
Education
The University of Georgia
Willis Investment Counsel January 2013 - Present
Balentine September 2010 - January 2013
Willis Investment Counsel 2008 - 2010
Skills
Wealth Management, Financial Modeling, Portfolio Management, Asset Managment, Investment Management, Financial Analysis, Investments, Equities, Strategic Planning, Estate Planning
Education
The University of Georgia
Madeline Martin's Balentine Experience 2012 - October 2014
Job
Industry Financial Services
Experience
Balentine 2012 - October 2014
Stanford Financial Group, LLC 2006 - 2009
Law Offices of Lee J. Rohn 2003 - 2006
Skills
Accounting, Financial Modeling, Financial Analysis, Financial Reporting, Financial Statements, General Ledger, Variance Analysis, GAAP, Account Reconciliation, Fixed Assets, CPA, Financial Accounting, Journal Entries, Financial Planning, US GAAP, Strategic Financial..., SEC filings, Revenue Recognition, Consolidation, External Audit, Sarbanes-Oxley Act, Accruals, Assurance, IFRS, Cost Accounting
Education
University of Tampa 1995 — 1999
Bachelor's Degree, Accounting
University of Phoenix
Master of Business Administration (M.B.A.), Accounting
Balentine 2012 - October 2014
Stanford Financial Group, LLC 2006 - 2009
Law Offices of Lee J. Rohn 2003 - 2006
Skills
Accounting, Financial Modeling, Financial Analysis, Financial Reporting, Financial Statements, General Ledger, Variance Analysis, GAAP, Account Reconciliation, Fixed Assets, CPA, Financial Accounting, Journal Entries, Financial Planning, US GAAP, Strategic Financial..., SEC filings, Revenue Recognition, Consolidation, External Audit, Sarbanes-Oxley Act, Accruals, Assurance, IFRS, Cost Accounting
Education
University of Tampa 1995 — 1999
Bachelor's Degree, Accounting
University of Phoenix
Master of Business Administration (M.B.A.), Accounting
Erica Bailey Erica Bailey's Balentine Experience January 2014 - May 2014
Job Recruiting Administrative Assistant at Engle Martin & Associates and PT&C|LWG Forensic Consulting Services
Industry Human Resources
Experience
Engle Martin & Associates May 2014 - Present
Balentine January 2014 - May 2014
University of Georgia May 2013 - December 2013
Gainesville State College January 2011 - April 2011
Buford School of Ballet August 2008 - April 2010
Happy Feet August 2008 - April 2010
Skills
Social Media, Research, Microsoft Word, SPSS, Microsoft Excel, Community Outreach, Human Resources, PowerPoint, Social Networking, Interviews, Facebook, Recruiting, Insurance, iCIMS, Commercial Insurance, Engineering
Education
The University of Georgia 2011 — 2013
Bachelor's Degree, Psychology
Engle Martin & Associates May 2014 - Present
Balentine January 2014 - May 2014
University of Georgia May 2013 - December 2013
Gainesville State College January 2011 - April 2011
Buford School of Ballet August 2008 - April 2010
Happy Feet August 2008 - April 2010
Skills
Social Media, Research, Microsoft Word, SPSS, Microsoft Excel, Community Outreach, Human Resources, PowerPoint, Social Networking, Interviews, Facebook, Recruiting, Insurance, iCIMS, Commercial Insurance, Engineering
Education
The University of Georgia 2011 — 2013
Bachelor's Degree, Psychology
John Maddison, CFA's Balentine Experience May 2014 - Present
Job Relationship Management at Balentine
Industry Financial Services
Experience
Balentine May 2014 - Present
CFA Society North Carolina July 2014 - Present
RBC Bank (Georgia), N.A. February 2012 - May 2014
RBC Bank (USA) February 2009 - February 2012
Illumination Renewables LLC August 2008 - February 2009
Franklin Street Partners February 2007 - July 2008
Gerson Lehrman Group February 2004 - June 2005
Thomson Financial July 2001 - February 2004
Skills
Portfolio Management, Financial Modeling, Asset Management, Valuation, Financial Analysis, Investments, Capital Markets, Corporate Finance, Investment Management, Banking, Wealth Management, Financial Planning, Financial Services
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2007
MBA
University of North Carolina at Chapel Hill 1997 — 2001
Bachelor of Science
Woodberry Forest School 1994 — 1997
Balentine May 2014 - Present
CFA Society North Carolina July 2014 - Present
RBC Bank (Georgia), N.A. February 2012 - May 2014
RBC Bank (USA) February 2009 - February 2012
Illumination Renewables LLC August 2008 - February 2009
Franklin Street Partners February 2007 - July 2008
Gerson Lehrman Group February 2004 - June 2005
Thomson Financial July 2001 - February 2004
Skills
Portfolio Management, Financial Modeling, Asset Management, Valuation, Financial Analysis, Investments, Capital Markets, Corporate Finance, Investment Management, Banking, Wealth Management, Financial Planning, Financial Services
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2007
MBA
University of North Carolina at Chapel Hill 1997 — 2001
Bachelor of Science
Woodberry Forest School 1994 — 1997
Russ Allen, CFA's Balentine Experience May 2013 - August 2014
Job Chief Investment Officer at Berman Capital Advisors
Industry Investment Management
Experience
Berman Capital Advisors, LLC August 2014 - Present
Balentine May 2013 - August 2014
GLOBALT Investments August 2007 - May 2013
GLOBALT Investments August 2007 - May 2013
National Security Agency 2005 - 2007
Skills
Financial Analysis, Economics, Portfolio Management, Equity Research, Equity Valuation, Financial Modeling, Quantitative Investing, Portfolio Optimization, Investment Strategies, Investment Management, Chartered Financial..., Financial Statement..., ETFs, Quantitative Analytics, Due Diligence, Alternative Investments, Investment Banking, Asset Allocation, Equities, Hedge Funds, Investments, Asset Management, Valuation
Education
The Johns Hopkins University 1998 — 2000
Master's degree, International Relations
University of California, San Diego 2003 — 2005
Master's degree, Political Science
Wake Forest University 1993 — 1997
Bachelor's degree, History
Pace Academy 1990 — 1993
Berman Capital Advisors, LLC August 2014 - Present
Balentine May 2013 - August 2014
GLOBALT Investments August 2007 - May 2013
GLOBALT Investments August 2007 - May 2013
National Security Agency 2005 - 2007
Skills
Financial Analysis, Economics, Portfolio Management, Equity Research, Equity Valuation, Financial Modeling, Quantitative Investing, Portfolio Optimization, Investment Strategies, Investment Management, Chartered Financial..., Financial Statement..., ETFs, Quantitative Analytics, Due Diligence, Alternative Investments, Investment Banking, Asset Allocation, Equities, Hedge Funds, Investments, Asset Management, Valuation
Education
The Johns Hopkins University 1998 — 2000
Master's degree, International Relations
University of California, San Diego 2003 — 2005
Master's degree, Political Science
Wake Forest University 1993 — 1997
Bachelor's degree, History
Pace Academy 1990 — 1993
Miki Hoiriis's Balentine Experience June 2010 - Present
Job New Accounts Administrator at Balentine
Industry Investment Management
Experience
Balentine June 2010 - Present
Footnotes Dance & Acrobatics August 2009 - Present
Dance 101 January 2006 - July 2011
Barrelman Wine & Cheese March 2009 - May 2010
Skills
Wine & Spirits, Ballet, Photography, Social Media Marketing, Marketing Strategy, Research
Education
Georgia Institute of Technology 2001 — 2005
BS, International Affairs & French
Balentine June 2010 - Present
Footnotes Dance & Acrobatics August 2009 - Present
Dance 101 January 2006 - July 2011
Barrelman Wine & Cheese March 2009 - May 2010
Skills
Wine & Spirits, Ballet, Photography, Social Media Marketing, Marketing Strategy, Research
Education
Georgia Institute of Technology 2001 — 2005
BS, International Affairs & French
Clare Easterlin's Balentine Experience August 2011 - Present
Job Operations Manager at Balentine
Industry Financial Services
Experience
Balentine August 2011 - Present
Federal Home Loan Bank of Atlanta 2010 - 2010
MUST Ministries 2010 - 2010
Skills
Financial Analysis
Education
Kennesaw State University 2010 — 2011
MBA, Finance
Sewanee-The University of the South 2004 — 2008
Bachelor of Arts, Psychology major; Spanish minor
Universidad Complutense de Madrid 2007 — 2007
Spanish
JCHS
Balentine August 2011 - Present
Federal Home Loan Bank of Atlanta 2010 - 2010
MUST Ministries 2010 - 2010
Skills
Financial Analysis
Education
Kennesaw State University 2010 — 2011
MBA, Finance
Sewanee-The University of the South 2004 — 2008
Bachelor of Arts, Psychology major; Spanish minor
Universidad Complutense de Madrid 2007 — 2007
Spanish
JCHS
Jaclyn Kireyczyk's Balentine Experience December 2014 - Present
Job Associate at Balentine
Industry Investment Management
Experience
Balentine December 2014 - Present
Skills
Bloomberg, FactSet, Microsoft Office, Research, Management, Asset Management, Event Planning, Public Speaking, Salesforce.com, Advent
Education
Emory University 2006 — 2010
BA
Harpeth Hall School 2002 — 2006
High School
Balentine December 2014 - Present
Skills
Bloomberg, FactSet, Microsoft Office, Research, Management, Asset Management, Event Planning, Public Speaking, Salesforce.com, Advent
Education
Emory University 2006 — 2010
BA
Harpeth Hall School 2002 — 2006
High School