BB&T Asset Management
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BB&T Asset Management Employees
Employee
Years
Job
Industry
Frank Reda Frank Reda's BB&T Asset Management Experience 2004 - 2013
Job
Industry Real Estate
Experience
Michael Saunders & Company January 2015 - Present
BBT Asset Management 2004 - 2013
Charles Schwab 1999 - 2004
Goldman Sachs 1979 - 1999
Goldman Sachs 1979 - 1999
Skills
Valuation, Hedge Funds, Equities, Capital Markets, Series 7, Bloomberg, Securities, Investments, Equity Trading, Series 63, Alternative Investments
Education
City University of New York-John Jay College of Criminal Justice
B.S.
Michael Saunders & Company January 2015 - Present
BBT Asset Management 2004 - 2013
Charles Schwab 1999 - 2004
Goldman Sachs 1979 - 1999
Goldman Sachs 1979 - 1999
Skills
Valuation, Hedge Funds, Equities, Capital Markets, Series 7, Bloomberg, Securities, Investments, Equity Trading, Series 63, Alternative Investments
Education
City University of New York-John Jay College of Criminal Justice
B.S.
deniz solakoglu deniz solakoglu's BB&T Asset Management Experience November 2000 - January 2005
Job Sterling Capital Management LLC
Industry Financial Services
Experience
Sterling Capital Management LLC August 2015 - Present
BB&T Institutional Investment Advisers December 2014 - August 2015
BB&T Retirement and Institutional Services January 2005 - November 2014
BB&T Asset Management November 2000 - January 2005
Skills
Portfolio Management, Strategic Financial..., Investments, Financial Analysis, Series 7, Banking, Wealth Management, Equities, Leadership, Retirement Planning, Asset Management, Business Planning, Securities, Asset Managment, Mutual Funds, Risk Management, Credit Analysis, Investment Management, Financial Services, Credit, Financial Modeling, Asset Allocation, Bloomberg, Investment Advisory, Financial Planning
Education
North Carolina State University 1993 — 1997
Bachelor of Science in Business Management, Business Administration and Management, General
Nova Southeastern University 1998 — 1999
Master of Business Administration (M.B.A.), Finance, General
Sterling Capital Management LLC August 2015 - Present
BB&T Institutional Investment Advisers December 2014 - August 2015
BB&T Retirement and Institutional Services January 2005 - November 2014
BB&T Asset Management November 2000 - January 2005
Skills
Portfolio Management, Strategic Financial..., Investments, Financial Analysis, Series 7, Banking, Wealth Management, Equities, Leadership, Retirement Planning, Asset Management, Business Planning, Securities, Asset Managment, Mutual Funds, Risk Management, Credit Analysis, Investment Management, Financial Services, Credit, Financial Modeling, Asset Allocation, Bloomberg, Investment Advisory, Financial Planning
Education
North Carolina State University 1993 — 1997
Bachelor of Science in Business Management, Business Administration and Management, General
Nova Southeastern University 1998 — 1999
Master of Business Administration (M.B.A.), Finance, General
Brian Boughner's BB&T Asset Management Experience 2008 - 2013
Job Trusted Advisor | Experienced Investment Manager | Creative Problem Solver | Connector + Networker | Community Advocate
Industry Investment Management
Experience
Parallel Financial Partners March 2013 - Present
BB&T Asset Management 2008 - 2013
U.S. Trust 2006 - 2008
RBC Centura 2004 - 2006
Charles Schwab 2000 - 2004
Skills
Portfolio Management, Asset Allocation, Wealth Management, Investments, Alternative Investments, Trading, Financial Analysis, Investment Management, Investment Strategies, Asset Management, Equities, Mutual Funds, Equity Research, Hedge Funds, Investment Advisory, Risk Management, Wealth Management..., Fixed Income, Bloomberg, Financial Modeling, Capital Markets, Asset Managment, Retirement Planning, Commodity, Private Banking, Derivatives, Bonds, Technical Analysis, Options, Emerging Markets, Hedging, Financial Markets, Corporate Finance, Investment Banking, Equity Trading, Financial Advisory, Securities, Strategic Financial..., Valuation
Education
Florida State University - College of Business 1991 — 1994
BS, Marketing
Parallel Financial Partners March 2013 - Present
BB&T Asset Management 2008 - 2013
U.S. Trust 2006 - 2008
RBC Centura 2004 - 2006
Charles Schwab 2000 - 2004
Skills
Portfolio Management, Asset Allocation, Wealth Management, Investments, Alternative Investments, Trading, Financial Analysis, Investment Management, Investment Strategies, Asset Management, Equities, Mutual Funds, Equity Research, Hedge Funds, Investment Advisory, Risk Management, Wealth Management..., Fixed Income, Bloomberg, Financial Modeling, Capital Markets, Asset Managment, Retirement Planning, Commodity, Private Banking, Derivatives, Bonds, Technical Analysis, Options, Emerging Markets, Hedging, Financial Markets, Corporate Finance, Investment Banking, Equity Trading, Financial Advisory, Securities, Strategic Financial..., Valuation
Education
Florida State University - College of Business 1991 — 1994
BS, Marketing
Dan Powell, CFA's BB&T Asset Management Experience November 2000 - April 2003
Job Director of Research at Heritage Wealth Advisors
Industry Investment Management
Experience
Heritage Wealth Advisors January 2014 - Present
Godsey & Gibb Wealth Management May 2007 - December 2013
Wachovia Securities LLC April 2004 - April 2007
BB&T Asset Management November 2000 - April 2003
Skills
Asset Allocation, Fixed Income, Investments, Portfolio Management, Mutual Funds, Investment Strategies, Strategy, Financial Markets
Education
University of Georgia - Terry College of Business 1995 — 1998
BBA, Econoimcs
Heritage Wealth Advisors January 2014 - Present
Godsey & Gibb Wealth Management May 2007 - December 2013
Wachovia Securities LLC April 2004 - April 2007
BB&T Asset Management November 2000 - April 2003
Skills
Asset Allocation, Fixed Income, Investments, Portfolio Management, Mutual Funds, Investment Strategies, Strategy, Financial Markets
Education
University of Georgia - Terry College of Business 1995 — 1998
BBA, Econoimcs
Cary Nordan, CFA Cary Nordan, CFA's BB&T Asset Management Experience February 2002 - July 2004
Job Managing Director at Triangle Capital Corporation
Industry Venture Capital & Private Equity
Experience
Triangle Capital Corporation January 2011 - Present
Triangle Capital Corporation December 2007 - January 2011
Triangle Capital Corporation July 2004 - December 2007
BB&T Asset Management February 2002 - July 2004
Trident Securities December 1997 - August 2000
Trident Securities (a division of McDonald Investments) 1997 - 2000
Skills
Private Equity, Mergers, Competitive Analysis, Valuation, Portfolio Management, Due Diligence, Mergers & Acquisitions, Investment Banking, Financial Analysis, Investments, Fixed Income, Negotiation, Finance
Education
Duke University 2003 — 2005
MBA
Duke University - The Fuqua School of Business 2003 — 2005
MBA
Appalachian State University 1993 — 1997
BSBA
Triangle Capital Corporation January 2011 - Present
Triangle Capital Corporation December 2007 - January 2011
Triangle Capital Corporation July 2004 - December 2007
BB&T Asset Management February 2002 - July 2004
Trident Securities December 1997 - August 2000
Trident Securities (a division of McDonald Investments) 1997 - 2000
Skills
Private Equity, Mergers, Competitive Analysis, Valuation, Portfolio Management, Due Diligence, Mergers & Acquisitions, Investment Banking, Financial Analysis, Investments, Fixed Income, Negotiation, Finance
Education
Duke University 2003 — 2005
MBA
Duke University - The Fuqua School of Business 2003 — 2005
MBA
Appalachian State University 1993 — 1997
BSBA
Raiford Garrabrant, CFA Raiford Garrabrant, CFA's BB&T Asset Management Experience January 2004 - December 2004
Job Director, Investor Relations at Cree
Industry Semiconductors
Experience
Cree January 2005 - Present
BB&T Asset Management January 2004 - December 2004
Van Wagoner Capital Management November 1996 - June 2003
Berkeley Capital Management June 1992 - November 1996
First Citizens Bank June 1989 - June 1992
Skills
Stock Picking, Investor Relations, Portfolio Management, Equity Research, Financial Modeling
Education
University of North Carolina at Chapel Hill 1985 — 1989
Bachelor of Science, Business Administration
Cree January 2005 - Present
BB&T Asset Management January 2004 - December 2004
Van Wagoner Capital Management November 1996 - June 2003
Berkeley Capital Management June 1992 - November 1996
First Citizens Bank June 1989 - June 1992
Skills
Stock Picking, Investor Relations, Portfolio Management, Equity Research, Financial Modeling
Education
University of North Carolina at Chapel Hill 1985 — 1989
Bachelor of Science, Business Administration
Elliot Howard, CFA Elliot Howard, CFA's BB&T Asset Management Experience May 2007 - January 2008
Job Balance Sheet Strategy Manager at First Citizens Bank
Industry Banking
Experience
First Citizens Bank March 2014 - Present
BB&T June 2012 - February 2014
University of North Carolina at Chapel Hill August 2010 - May 2012
Darden Restaurants 2011 - 2011
BB&T May 2008 - July 2010
BB&T January 2008 - June 2008
BB&T Asset Management May 2007 - January 2008
Skills
Financial Analysis, Financial Modeling, Leadership, Project Management, Analysis, Negotiation, Teamwork, Logistics, Cash Flow Forecasting, Creative Solutions, Credit Evaluation, Corporate Finance
Education
University of North Carolina at Chapel Hill 2010 — 2012
Master of Business Administration, Corporate Finance
University of North Carolina at Chapel Hill 2004 — 2007
Bachelor of Arts (BA), Economics and Political Science
First Citizens Bank March 2014 - Present
BB&T June 2012 - February 2014
University of North Carolina at Chapel Hill August 2010 - May 2012
Darden Restaurants 2011 - 2011
BB&T May 2008 - July 2010
BB&T January 2008 - June 2008
BB&T Asset Management May 2007 - January 2008
Skills
Financial Analysis, Financial Modeling, Leadership, Project Management, Analysis, Negotiation, Teamwork, Logistics, Cash Flow Forecasting, Creative Solutions, Credit Evaluation, Corporate Finance
Education
University of North Carolina at Chapel Hill 2010 — 2012
Master of Business Administration, Corporate Finance
University of North Carolina at Chapel Hill 2004 — 2007
Bachelor of Arts (BA), Economics and Political Science
Cynthia Greenly's BB&T Asset Management Experience July 2001 - December 2002
Job ZHT at BB&T
Industry Leisure, Travel & Tourism
Experience
BB&T August 2012 - Present
ATC=Around The Clock January 2011 - Present
Babette's Furniture September 2010 - February 2011
Bone Law Firm July 2006 - July 2008
Repeat Boutique May 2004 - March 2006
Drees Builders February 2005 - December 2005
American Public University September 2003 - April 2004
Wells Fargo Home Mortgage, Inc March 2003 - September 2003
BB&T Asset Management July 2001 - December 2002
Summit Bank now DBA Bank of America May 1999 - July 2001
Skills
Advertising, Accounting, Banking, Documentation, Excel, English, Hiring, Hospitality, Hosting, Innovation, Outlook, Organizing, Purchasing, Planning, Quickbooks, Research, Retail, Troubleshooting, Yahoo, Account Management, Team Building, Business Planning, Business Strategy, Business Management, Customer Relations, Customer Service, Event Planning, Employee Relations, Event Management, Financial Planning, Inventory Management, Team Leadership, Leadership Development, Microsoft Office, Online Marketing, Contract Negotiations, New Business Development, Public Relations, Problem Solving, Vendor Management, Contract Negotiation, Microsoft Excel, Software Documentation, Project Planning, Management, Public Speaking, Payroll, Start-ups, Selling, Sales
Education
Dale Carnegie 1994 — 1994
Pennsylvania State University, Allentown PA Paralegal Certification 1991 — 1993
Certification, Paralegal
New River Community College 1984 — 1985
Assoc, Business Administration
BB&T August 2012 - Present
ATC=Around The Clock January 2011 - Present
Babette's Furniture September 2010 - February 2011
Bone Law Firm July 2006 - July 2008
Repeat Boutique May 2004 - March 2006
Drees Builders February 2005 - December 2005
American Public University September 2003 - April 2004
Wells Fargo Home Mortgage, Inc March 2003 - September 2003
BB&T Asset Management July 2001 - December 2002
Summit Bank now DBA Bank of America May 1999 - July 2001
Skills
Advertising, Accounting, Banking, Documentation, Excel, English, Hiring, Hospitality, Hosting, Innovation, Outlook, Organizing, Purchasing, Planning, Quickbooks, Research, Retail, Troubleshooting, Yahoo, Account Management, Team Building, Business Planning, Business Strategy, Business Management, Customer Relations, Customer Service, Event Planning, Employee Relations, Event Management, Financial Planning, Inventory Management, Team Leadership, Leadership Development, Microsoft Office, Online Marketing, Contract Negotiations, New Business Development, Public Relations, Problem Solving, Vendor Management, Contract Negotiation, Microsoft Excel, Software Documentation, Project Planning, Management, Public Speaking, Payroll, Start-ups, Selling, Sales
Education
Dale Carnegie 1994 — 1994
Pennsylvania State University, Allentown PA Paralegal Certification 1991 — 1993
Certification, Paralegal
New River Community College 1984 — 1985
Assoc, Business Administration
Keith Maher, CFA's BB&T Asset Management Experience October 2005 - April 2008
Job Consultant
Industry Financial Services
Experience
KJM, LLC May 2010 - Present
EYC Companies June 2008 - May 2010
BB&T Asset Management October 2005 - April 2008
Roxbury Capital October 2003 - September 2005
Ivy Funds July 1996 - January 2003
Skills
Equities, Financial Modeling, Investments, Portfolio Management, Marketing, Asset Management
Education
The University of Texas at Austin - Red McCombs School of Business 1991 — 1993
MBA
Virginia Polytechnic Institute and State University 1983 — 1988
BS
KJM, LLC May 2010 - Present
EYC Companies June 2008 - May 2010
BB&T Asset Management October 2005 - April 2008
Roxbury Capital October 2003 - September 2005
Ivy Funds July 1996 - January 2003
Skills
Equities, Financial Modeling, Investments, Portfolio Management, Marketing, Asset Management
Education
The University of Texas at Austin - Red McCombs School of Business 1991 — 1993
MBA
Virginia Polytechnic Institute and State University 1983 — 1988
BS
Mac Jefferson, CFA®, CWA®, AAMS®'s BB&T Asset Management Experience July 2002 - July 2004
Job Financial Consultant at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons February 2005 - Present
BB&T August 2004 - January 2005
BB&T Asset Management July 2002 - July 2004
Hilliard Lyons June 1998 - June 2002
Morgan Keegan and Company March 1997 - May 1998
J.C. Bradford and Company November 1994 - February 1997
Education
Sewanee-The University of the South 1990 — 1994
Bachelor of Arts (B.A.), English
Bowling Green High School (Bowling Green, KY) 1986 — 1990
Comprehensive Degree
Hilliard Lyons February 2005 - Present
BB&T August 2004 - January 2005
BB&T Asset Management July 2002 - July 2004
Hilliard Lyons June 1998 - June 2002
Morgan Keegan and Company March 1997 - May 1998
J.C. Bradford and Company November 1994 - February 1997
Education
Sewanee-The University of the South 1990 — 1994
Bachelor of Arts (B.A.), English
Bowling Green High School (Bowling Green, KY) 1986 — 1990
Comprehensive Degree
Ryan Nielsen's BB&T Asset Management Experience 2004 - 2006
Job Vice President Fixed Income Portfolio Manager at BlackRock
Industry Investment Management
Experience
BlackRock May 2011 - Present
US Army Reserve 1997 - Present
TIAA-CREF December 2006 - May 2011
BB&T Asset Management 2004 - 2006
Merrill Lynch 2001 - 2004
Education
Indiana University - Kelley School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Pennsylvania 1993 — 1997
Bachelor of Arts (B.A.), Political Science
Red Hook High School
BlackRock May 2011 - Present
US Army Reserve 1997 - Present
TIAA-CREF December 2006 - May 2011
BB&T Asset Management 2004 - 2006
Merrill Lynch 2001 - 2004
Education
Indiana University - Kelley School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Pennsylvania 1993 — 1997
Bachelor of Arts (B.A.), Political Science
Red Hook High School
Kristopher N. Kapoor, CFA's BB&T Asset Management Experience November 2003 - April 2007
Job CIO, Furman University
Industry Higher Education
Experience
Furman University June 2007 - Present
BB&T Asset Management November 2003 - April 2007
Michelin North America September 1997 - October 2003
Skills
Investments, Asset Management, Alternative Investments, Portfolio Management, Pensions, Investment Management, Asset Allocation
Education
Thunderbird School of Global Management 1996 — 1997
MBA
Furman University 1990 — 1994
Furman University June 2007 - Present
BB&T Asset Management November 2003 - April 2007
Michelin North America September 1997 - October 2003
Skills
Investments, Asset Management, Alternative Investments, Portfolio Management, Pensions, Investment Management, Asset Allocation
Education
Thunderbird School of Global Management 1996 — 1997
MBA
Furman University 1990 — 1994
Christopher Gunster's BB&T Asset Management Experience October 2002 - April 2003
Job Managing Director at U.S. Trust, Head of Fixed Income Portfolio Management
Industry Investment Management
Experience
US Trust May 2010 - Present
Interlachen Capital Group March 2008 - August 2009
Allegiance Capital Customized Investments March 2006 - December 2007
Evergreen Investments April 2003 - March 2006
BB&T Asset Management October 2002 - April 2003
Financial Consultant March 2001 - October 2002
E*Trade Bank November 2000 - April 2001
Banc of America Capital Management March 1993 - March 2000
The Boston Company June 1991 - March 1993
Hewlett-Packard GmbH 1990 - 1990
Skills
ABS, Residential Mortgages, Fixed Income, Hedge Funds, Mutual Funds, CMBS, sovereign bonds, Trust Management, Fixed Income Portfolio..., Fixed Income Strategies, BondEdge, Total Return, Institutional Portfolio..., Separately Managed..., Institutional..., Capital Markets, Asset Management, Investment Management, Investments, Portfolio Management, Alternative Investments
Education
Babson College - Franklin W. Olin Graduate School of Business 1989 — 1990
MBA, Finance
Kenyon College 1984 — 1987
BA, Chemistry
US Trust May 2010 - Present
Interlachen Capital Group March 2008 - August 2009
Allegiance Capital Customized Investments March 2006 - December 2007
Evergreen Investments April 2003 - March 2006
BB&T Asset Management October 2002 - April 2003
Financial Consultant March 2001 - October 2002
E*Trade Bank November 2000 - April 2001
Banc of America Capital Management March 1993 - March 2000
The Boston Company June 1991 - March 1993
Hewlett-Packard GmbH 1990 - 1990
Skills
ABS, Residential Mortgages, Fixed Income, Hedge Funds, Mutual Funds, CMBS, sovereign bonds, Trust Management, Fixed Income Portfolio..., Fixed Income Strategies, BondEdge, Total Return, Institutional Portfolio..., Separately Managed..., Institutional..., Capital Markets, Asset Management, Investment Management, Investments, Portfolio Management, Alternative Investments
Education
Babson College - Franklin W. Olin Graduate School of Business 1989 — 1990
MBA, Finance
Kenyon College 1984 — 1987
BA, Chemistry
Charles Kard's BB&T Asset Management Experience 2004 - 2008
Job Portfolio Manager at Sabal Trust Co.
Industry Investment Management
Experience
Sabal Trust Company September 2008 - Present
BB&T Asset Management 2004 - 2008
Wachovia March 1996 - June 2003
Skills
Investments, Asset Allocation, Investment Strategies, Asset Management, Wealth Management, Investment Advisory, Investment Management, Portfolio Management, Alternative Investments
Education
Stetson University
BBA, Finance
Sabal Trust Company September 2008 - Present
BB&T Asset Management 2004 - 2008
Wachovia March 1996 - June 2003
Skills
Investments, Asset Allocation, Investment Strategies, Asset Management, Wealth Management, Investment Advisory, Investment Management, Portfolio Management, Alternative Investments
Education
Stetson University
BBA, Finance
Eric Farls, CFA's BB&T Asset Management Experience July 2000 - June 2006
Job Senior Investment Analyst, Maryland State Retirement and Pension System
Industry Investment Management
Experience
Maryland State Retirement and Pension System February 2011 - Present
OMNITEC Solutions, Inc. July 2010 - February 2011
PNC Capital Advisors July 2006 - March 2009
BB&T Asset Management July 2000 - June 2006
H&R Block Financial Advisors 1997 - 2000
Education
University of North Carolina at Chapel Hill 1986 — 1990
Maryland State Retirement and Pension System February 2011 - Present
OMNITEC Solutions, Inc. July 2010 - February 2011
PNC Capital Advisors July 2006 - March 2009
BB&T Asset Management July 2000 - June 2006
H&R Block Financial Advisors 1997 - 2000
Education
University of North Carolina at Chapel Hill 1986 — 1990
Keith Karlawish's BB&T Asset Management Experience May 2002 - October 2008
Job Partner at Park Ridge Asset Management
Industry Investment Management
Experience
Park Ridge Asset Management December 2008 - Present
BB&T Asset Management May 2002 - October 2008
BB&T Asset Management 1997 - 2002
BB&T Asset Management 1993 - 1997
BB&T 1991 - 1993
Coopers & Lybrand 1990 - 1991
Central Fidelity Bank 1986 - 1988
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1988 — 1990
MBA
University of Richmond - Robins School of Business 1982 — 1986
BSBA
Park Ridge Asset Management December 2008 - Present
BB&T Asset Management May 2002 - October 2008
BB&T Asset Management 1997 - 2002
BB&T Asset Management 1993 - 1997
BB&T 1991 - 1993
Coopers & Lybrand 1990 - 1991
Central Fidelity Bank 1986 - 1988
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1988 — 1990
MBA
University of Richmond - Robins School of Business 1982 — 1986
BSBA
Ron Elmer, CFA, CPA, CFP's BB&T Asset Management Experience 2004 - 2005
Job President at REALM Investment Consulting LLC
Industry Investment Management
Experience
R. Ron Elmer, CPA, PLLC 2013 - Present
REALM Investment Consulting LLC 2014 - Present
InvestorCookbooks.com 2010 - Present
Jim K. Wyatt CPA 2013 - 2014
Citizens for Elmer 2012 - 2012
NCM Capital 2005 - 2010
BB&T Asset Management 2004 - 2005
First Citizens Bank 1999 - 2003
Warner-Lambert 1995 - 1999
Andrews Center 1993 - 1994
Skills
Equities, Fixed Income, Alternative Investments, Managerial Experience, Asset Management, Equity Research, Asset Allocation, Portfolio Management, Investments, Tax, College Teaching, Published Author, Accounting, Bonds, Finance, Financial Analysis, Income Tax, Investment Management, Management, Personal Income Tax..., Retirement Planning
Education
New York University 1994 — 1996
MBA, Finance & Accounting
University of Oklahoma 1988 — 1990
BBA, Finance
R. Ron Elmer, CPA, PLLC 2013 - Present
REALM Investment Consulting LLC 2014 - Present
InvestorCookbooks.com 2010 - Present
Jim K. Wyatt CPA 2013 - 2014
Citizens for Elmer 2012 - 2012
NCM Capital 2005 - 2010
BB&T Asset Management 2004 - 2005
First Citizens Bank 1999 - 2003
Warner-Lambert 1995 - 1999
Andrews Center 1993 - 1994
Skills
Equities, Fixed Income, Alternative Investments, Managerial Experience, Asset Management, Equity Research, Asset Allocation, Portfolio Management, Investments, Tax, College Teaching, Published Author, Accounting, Bonds, Finance, Financial Analysis, Income Tax, Investment Management, Management, Personal Income Tax..., Retirement Planning
Education
New York University 1994 — 1996
MBA, Finance & Accounting
University of Oklahoma 1988 — 1990
BBA, Finance
Bishop Jordan's BB&T Asset Management Experience 2001 - 2004
Job Senior Vice President at Amundi Smith Breeden
Industry Investment Management
Experience
Amundi Smith Breeden March 2015 - Present
DUMAC, LLC March 2013 - February 2015
Concerto Asset Management June 2011 - February 2015
WBJordan, LLC April 2011 - February 2015
Tiden Capital April 2007 - June 2011
Silverback Asset Management 2004 - 2007
BB&T Asset Management 2001 - 2004
Wachovia 1996 - 2001
Education
University of South Carolina-Columbia 1994 — 1996
Master's, Economics
The Citadel 1990 — 1994
Bachelor's, Business Administration
Amundi Smith Breeden March 2015 - Present
DUMAC, LLC March 2013 - February 2015
Concerto Asset Management June 2011 - February 2015
WBJordan, LLC April 2011 - February 2015
Tiden Capital April 2007 - June 2011
Silverback Asset Management 2004 - 2007
BB&T Asset Management 2001 - 2004
Wachovia 1996 - 2001
Education
University of South Carolina-Columbia 1994 — 1996
Master's, Economics
The Citadel 1990 — 1994
Bachelor's, Business Administration
Paige Henderson, CFA, CPA, CFP's BB&T Asset Management Experience 2002 - 2005
Job WBR Global Equity Portfolio Manager at Wells Fargo Wealth Management
Industry Investment Management
Experience
Wells Fargo Wealth Management June 2012 - Present
CFA NC Society July 2011 - June 2014
Wells Fargo Securities January 2012 - April 2012
TIAA-CREF June 2011 - November 2011
Evergreen Investments 2005 - 2009
BB&T Asset Management 2002 - 2005
Evergreen Investments 2002 - 2002
Evergreen Investments 2000 - 2002
Wachovia, A Wells Fargo Company 1991 - 2000
KPMG Peat Marwick 1986 - 1988
Skills
Portfolio Management, Project Management, Leadership, Project Planning, Financial Analysis, Data Analysis, Economics, Investments, Mutual Funds, Investment Management, Equities, Wealth Management, Asset Management, Financial Modeling, Fixed Income, Bloomberg, Equity Research, Investment Strategies, Structured Products, High Net Worth..., Emerging Markets, Strategy, Alternative Investments, Asset Allocation, Hedge Funds, Chartered Financial..., Securities, Investment Advisory, Superior Client Service, Risk Management, Management, Financial Services, Analysis, Capital Markets
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1989 — 1991
MBA, Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1982 — 1986
BSBA, Accounting
Wells Fargo Wealth Management June 2012 - Present
CFA NC Society July 2011 - June 2014
Wells Fargo Securities January 2012 - April 2012
TIAA-CREF June 2011 - November 2011
Evergreen Investments 2005 - 2009
BB&T Asset Management 2002 - 2005
Evergreen Investments 2002 - 2002
Evergreen Investments 2000 - 2002
Wachovia, A Wells Fargo Company 1991 - 2000
KPMG Peat Marwick 1986 - 1988
Skills
Portfolio Management, Project Management, Leadership, Project Planning, Financial Analysis, Data Analysis, Economics, Investments, Mutual Funds, Investment Management, Equities, Wealth Management, Asset Management, Financial Modeling, Fixed Income, Bloomberg, Equity Research, Investment Strategies, Structured Products, High Net Worth..., Emerging Markets, Strategy, Alternative Investments, Asset Allocation, Hedge Funds, Chartered Financial..., Securities, Investment Advisory, Superior Client Service, Risk Management, Management, Financial Services, Analysis, Capital Markets
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1989 — 1991
MBA, Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1982 — 1986
BSBA, Accounting
Michael D. Nichols, CFA's BB&T Asset Management Experience April 2007 - July 2007
Job Portfolio Manager at North Carolina Department of State Treasurer Investment Management Division
Industry Investment Management
Experience
North Carolina Department of State Treasurer - Investment Management Division July 2007 - Present
BB&T Asset Management April 2007 - July 2007
BB&T Asset Management September 2004 - April 2007
Skills
Fixed Income, Fixed Income Analysis, Credit Analysis, Portfolio Management, Investment Management, Credit Risk, Bond Markets, High Grade, Asset Management, Bloomberg, Investments, Risk Management, Security Analysis, High Yield, Investment Research, Commercial Banking, Commercial Credit..., Investment Grade
Education
Robert Morris University 1995 — 1997
Master of Business Administration (M.B.A.)
Indiana University of Pennsylvania 1989 — 1994
Bachelor of Science (B.S.)
North Carolina Department of State Treasurer - Investment Management Division July 2007 - Present
BB&T Asset Management April 2007 - July 2007
BB&T Asset Management September 2004 - April 2007
Skills
Fixed Income, Fixed Income Analysis, Credit Analysis, Portfolio Management, Investment Management, Credit Risk, Bond Markets, High Grade, Asset Management, Bloomberg, Investments, Risk Management, Security Analysis, High Yield, Investment Research, Commercial Banking, Commercial Credit..., Investment Grade
Education
Robert Morris University 1995 — 1997
Master of Business Administration (M.B.A.)
Indiana University of Pennsylvania 1989 — 1994
Bachelor of Science (B.S.)