BB&T Capital Markets
Industry: Capital market company
DescriptionFounded: 1999 Parent organization: BB&T Securities, LLC
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BB&T Capital Markets Employees
Employee
Years
Job
Industry
Elizabeth Willis Elizabeth Willis's BB&T Capital Markets Experience January 2010 - Present
Job Capital Markets Corporate Banking Portfolio Manager at BB&T Capital Markets
Industry Banking
Experience
BB&T Capital Markets January 2010 - Present
BB&T May 2009 - January 2010
Branch Banking and Trust June 2007 - May 2009
BB&T January 2007 - June 2007
Florida State Board of Administration January 2006 - December 2006
Skills
Equities, Credit, Portfolio Management, Credit Analysis, Capital Markets, Financial Modeling, Commercial Banking, Financial Analysis, Commercial Lending, Banking, Loans, Credit Risk, Risk Management, Underwriting, Finance
Education
University of North Carolina at Charlotte 2009 — 2012
Master's degree, Management Engineering
Florida State University - College of Business 2002 — 2006
Bachelors, Finance
BB&T Capital Markets January 2010 - Present
BB&T May 2009 - January 2010
Branch Banking and Trust June 2007 - May 2009
BB&T January 2007 - June 2007
Florida State Board of Administration January 2006 - December 2006
Skills
Equities, Credit, Portfolio Management, Credit Analysis, Capital Markets, Financial Modeling, Commercial Banking, Financial Analysis, Commercial Lending, Banking, Loans, Credit Risk, Risk Management, Underwriting, Finance
Education
University of North Carolina at Charlotte 2009 — 2012
Master's degree, Management Engineering
Florida State University - College of Business 2002 — 2006
Bachelors, Finance
Treavor T. Hill Treavor T. Hill's BB&T Capital Markets Experience November 2013 - July 2015
Job Vice President at Jefferies
Industry Investment Banking
Experience
Jefferies July 2015 - Present
BB&T Capital Markets November 2013 - July 2015
BB&T Capital Markets November 2012 - November 2013
BB&T Capital Markets October 2010 - November 2013
Walker & Dunlop May 2009 - August 2009
Metaview Development LLC September 2005 - August 2008
Envision Lending Group August 2003 - September 2005
Skills
Financial Modeling, Valuation, Financial Analysis, Investments, Capital Markets, Due Diligence, Corporate Finance, Finance, Loans, Investment Banking, Bloomberg, Underwriting, Real Estate Lending, Financial Structuring, Business Development, Portfolio Management, Equities, Private Equity, Microsoft Office
Education
Georgetown University - The McDonough School of Business 2008 — 2010
M.B.A, Finance
Utah State University 1998 — 2002
B.S., Dual Major, Finance / Economics
Jefferies July 2015 - Present
BB&T Capital Markets November 2013 - July 2015
BB&T Capital Markets November 2012 - November 2013
BB&T Capital Markets October 2010 - November 2013
Walker & Dunlop May 2009 - August 2009
Metaview Development LLC September 2005 - August 2008
Envision Lending Group August 2003 - September 2005
Skills
Financial Modeling, Valuation, Financial Analysis, Investments, Capital Markets, Due Diligence, Corporate Finance, Finance, Loans, Investment Banking, Bloomberg, Underwriting, Real Estate Lending, Financial Structuring, Business Development, Portfolio Management, Equities, Private Equity, Microsoft Office
Education
Georgetown University - The McDonough School of Business 2008 — 2010
M.B.A, Finance
Utah State University 1998 — 2002
B.S., Dual Major, Finance / Economics
Phil Mahoney Phil Mahoney's BB&T Capital Markets Experience April 2002 - October 2004
Job Financial Advisor
Industry Investment Management
Experience
Plymouth Rock Financial August 2013 - Present
Cohasset School District August 2012 - August 2013
Wedbush Securities March 2009 - February 2012
Pacific Growth Equities October 2004 - March 2009
BB&T Capital Markets April 2002 - October 2004
United States Marine Corps May 1991 - December 2002
Wachovia Securities April 2000 - April 2002
Bear Stearns April 1998 - April 2000
Skills
Finance, Retirement Planning, Mutual Funds, Wealth Management, Estate Planning, Variable Annuities, Fixed Annuities, Life Insurance, Health Insurance, Equities, Fixed Income, Hedge Funds, Bloomberg, Series 7, Investments, Equity Trading, Securities, Trading, Strategic Planning, Series 63, Asset Management, Leadership, Alternative Investments
Education
Cornell University 1987 — 1991
Bachelor of Arts (B.A.), History
Plymouth Rock Financial August 2013 - Present
Cohasset School District August 2012 - August 2013
Wedbush Securities March 2009 - February 2012
Pacific Growth Equities October 2004 - March 2009
BB&T Capital Markets April 2002 - October 2004
United States Marine Corps May 1991 - December 2002
Wachovia Securities April 2000 - April 2002
Bear Stearns April 1998 - April 2000
Skills
Finance, Retirement Planning, Mutual Funds, Wealth Management, Estate Planning, Variable Annuities, Fixed Annuities, Life Insurance, Health Insurance, Equities, Fixed Income, Hedge Funds, Bloomberg, Series 7, Investments, Equity Trading, Securities, Trading, Strategic Planning, Series 63, Asset Management, Leadership, Alternative Investments
Education
Cornell University 1987 — 1991
Bachelor of Arts (B.A.), History
Jake Crooks Jake Crooks's BB&T Capital Markets Experience April 2014 - March 2015
Job Ratings Analyst at Standard & Poor's
Industry Financial Services
Experience
Standard & Poor's May 2015 - Present
BB&T Capital Markets April 2014 - March 2015
JPMorgan Chase January 2013 - April 2014
HFP Capital Markets LLC June 2012 - September 2012
Independence Planning Group June 2011 - August 2011
CPS Railway Services June 2009 - August 2009
Tredyffrin/Easttown School District June 2008 - August 2008
Skills
Microsoft Office, Excel, Fixed Income, Equities, Investments, Asset Managment, Financial Markets, Securities, Financial Analysis, Financial Modeling, Portfolio Management, Economics, Bonds, Series 7, Series 63, Wealth Management, Capital Markets, Investment Management, Finance, Strategic Financial..., Bloomberg, Bloomberg Terminal, Banking, FINRA, Derivatives, Management, Microsoft Excel
Education
Lafayette College 2008 — 2012
Bachelor of Arts Degree, Economics
Conestoga high school
Standard & Poor's May 2015 - Present
BB&T Capital Markets April 2014 - March 2015
JPMorgan Chase January 2013 - April 2014
HFP Capital Markets LLC June 2012 - September 2012
Independence Planning Group June 2011 - August 2011
CPS Railway Services June 2009 - August 2009
Tredyffrin/Easttown School District June 2008 - August 2008
Skills
Microsoft Office, Excel, Fixed Income, Equities, Investments, Asset Managment, Financial Markets, Securities, Financial Analysis, Financial Modeling, Portfolio Management, Economics, Bonds, Series 7, Series 63, Wealth Management, Capital Markets, Investment Management, Finance, Strategic Financial..., Bloomberg, Bloomberg Terminal, Banking, FINRA, Derivatives, Management, Microsoft Excel
Education
Lafayette College 2008 — 2012
Bachelor of Arts Degree, Economics
Conestoga high school
Candace Moore Candace Moore's BB&T Capital Markets Experience December 2014 - Present
Job Capital Markets Corporate Banker
Industry Banking
Experience
BB&T Capital Markets December 2014 - Present
BB&T Capital Markets April 2013 - December 2014
BB&T Capital Markets May 2011 - March 2013
BB&T December 2006 - May 2011
BB&T June 2006 - December 2006
Skills
Capital Markets, Corporate Finance, Relationship Management, Syndications, Business Development, Financial Modeling, Credit Analysis, Finance, Financial Structuring, Portfolio Management, Underwriting, Credit, Risk Management, Loans, Loan Origination, Cash Management, Financial Analysis, Asset Based Lending, Private Equity, Lines Of Credit, Credit Risk, Treasury Management, Cash Flow Lending, Cross Selling, Financial Statement..., Deposits, Commercial Lending, Banking, Commercial Banking, Commercial Mortgages, Financial Services, Due Diligence, Valuation, Investments, Financial Risk
Education
East Carolina University - College of Business 2004 — 2006
Master of Business Administration (MBA), Business Administration and Management
East Carolina University - College of Business 2000 — 2004
Bachelor of Science in Business Administration, Business Administration, Management and Operations
BB&T Capital Markets December 2014 - Present
BB&T Capital Markets April 2013 - December 2014
BB&T Capital Markets May 2011 - March 2013
BB&T December 2006 - May 2011
BB&T June 2006 - December 2006
Skills
Capital Markets, Corporate Finance, Relationship Management, Syndications, Business Development, Financial Modeling, Credit Analysis, Finance, Financial Structuring, Portfolio Management, Underwriting, Credit, Risk Management, Loans, Loan Origination, Cash Management, Financial Analysis, Asset Based Lending, Private Equity, Lines Of Credit, Credit Risk, Treasury Management, Cash Flow Lending, Cross Selling, Financial Statement..., Deposits, Commercial Lending, Banking, Commercial Banking, Commercial Mortgages, Financial Services, Due Diligence, Valuation, Investments, Financial Risk
Education
East Carolina University - College of Business 2004 — 2006
Master of Business Administration (MBA), Business Administration and Management
East Carolina University - College of Business 2000 — 2004
Bachelor of Science in Business Administration, Business Administration, Management and Operations
Seth Estep's BB&T Capital Markets Experience April 2007 - January 2008
Job Vice President, DMM at Tractor Supply Company
Industry Retail
Experience
Tractor Supply Company April 2014 - Present
Tractor Supply Company February 2014 - December 2014
Tractor Supply Company July 2012 - January 2014
Tractor Supply Company September 2009 - June 2012
Tractor Supply Company January 2008 - September 2010
BB&T Capital Markets April 2007 - January 2008
Tractor Supply Company March 2005 - April 2007
Skills
Marketing Strategy, Financial Analysis, Marketing, Forecasting, Management, Retail, Competitive Analysis, Strategic Planning, Merchandising, Income Statement, Analysis, Microsoft Excel, Business Analysis, Analytics, Market Research, Multi-channel Retail, Budgets, Pricing, Business Objects, Inventory Management, Online Advertising, CRM, Cross-functional Team..., P&L Management, Sales, E-commerce, Direct Marketing, Profit
Education
Belmont University - Jack C. Massey Graduate School of Business 2005 — 2007
MBA, Finance
University of Tennessee-Knoxville 1998 — 2002
BA, College Scholars- Strategy & Accounting Information Systems
Brown University 1997 — 1998
Tractor Supply Company April 2014 - Present
Tractor Supply Company February 2014 - December 2014
Tractor Supply Company July 2012 - January 2014
Tractor Supply Company September 2009 - June 2012
Tractor Supply Company January 2008 - September 2010
BB&T Capital Markets April 2007 - January 2008
Tractor Supply Company March 2005 - April 2007
Skills
Marketing Strategy, Financial Analysis, Marketing, Forecasting, Management, Retail, Competitive Analysis, Strategic Planning, Merchandising, Income Statement, Analysis, Microsoft Excel, Business Analysis, Analytics, Market Research, Multi-channel Retail, Budgets, Pricing, Business Objects, Inventory Management, Online Advertising, CRM, Cross-functional Team..., P&L Management, Sales, E-commerce, Direct Marketing, Profit
Education
Belmont University - Jack C. Massey Graduate School of Business 2005 — 2007
MBA, Finance
University of Tennessee-Knoxville 1998 — 2002
BA, College Scholars- Strategy & Accounting Information Systems
Brown University 1997 — 1998
Jack Franklin Jack Franklin's BB&T Capital Markets Experience May 2012 - August 2012
Job At BB&T
Industry Banking
Experience
BB&T March 2015 - Present
BB&T January 2014 - Present
Dickinson Williams & Company November 2013 - January 2014
BB&T Capital Markets May 2012 - August 2012
Virginia Swim Club Management May 2011 - August 2011
Keane Capital Management June 2010 - August 2010
Skills
Bloomberg, Investment Banking, Capital Markets, Bonds, Analysis, Finance, Management
Education
James Madison University 2009 — 2013
Bachelor of Business Administration (BBA), Finance
Trinity Episcopal School 2006 — 2009
BB&T March 2015 - Present
BB&T January 2014 - Present
Dickinson Williams & Company November 2013 - January 2014
BB&T Capital Markets May 2012 - August 2012
Virginia Swim Club Management May 2011 - August 2011
Keane Capital Management June 2010 - August 2010
Skills
Bloomberg, Investment Banking, Capital Markets, Bonds, Analysis, Finance, Management
Education
James Madison University 2009 — 2013
Bachelor of Business Administration (BBA), Finance
Trinity Episcopal School 2006 — 2009
Steve Radanovic Steve Radanovic's BB&T Capital Markets Experience 2008 - 2009
Job Chief Financial Officer at Sigma Space
Industry Aviation & Aerospace
Experience
Sigma Space January 2012 - Present
Sigma Space January 2011 - December 2011
Hook & Ladder Brewing Company 2009 - 2011
BB&T Capital Markets 2008 - 2009
The Bear Companies, LLC 2007 - 2007
FBR Capital Markets 2004 - 2007
JPMorgan Chase Vastera 2001 - 2004
Accenture, Ltd 1997 - 2001
Education
University of Maryland - Robert H. Smith School of Business
MBA, Finance
Bucknell University
BS, Chemical Engineering
Sigma Space January 2012 - Present
Sigma Space January 2011 - December 2011
Hook & Ladder Brewing Company 2009 - 2011
BB&T Capital Markets 2008 - 2009
The Bear Companies, LLC 2007 - 2007
FBR Capital Markets 2004 - 2007
JPMorgan Chase Vastera 2001 - 2004
Accenture, Ltd 1997 - 2001
Education
University of Maryland - Robert H. Smith School of Business
MBA, Finance
Bucknell University
BS, Chemical Engineering
Erin Cavanagh, CAIA Erin Cavanagh, CAIA's BB&T Capital Markets Experience January 2003 - July 2007
Job Fund Accounting
Industry Financial Services
Experience
Shenkman Capital Management August 2007 - Present
BB&T Capital Markets January 2003 - July 2007
Merrill Lynch July 1994 - October 2002
Education
Fordham University - Graduate School of Business Administration 2011 — 2013
Master of Business Administration (M.B.A.), Management and Finance, 3.978
Rutgers, The State University of New Jersey - Rutgers Business School 1991 — 1993
BA, Psychology
Shenkman Capital Management August 2007 - Present
BB&T Capital Markets January 2003 - July 2007
Merrill Lynch July 1994 - October 2002
Education
Fordham University - Graduate School of Business Administration 2011 — 2013
Master of Business Administration (M.B.A.), Management and Finance, 3.978
Rutgers, The State University of New Jersey - Rutgers Business School 1991 — 1993
BA, Psychology
Curtis Garofalo Curtis Garofalo's BB&T Capital Markets Experience January 2014 - May 2014
Job Account Manager at Smartfish Group
Industry Marketing and Advertising
Experience
Smartfish Group May 2014 - Present
BB&T Capital Markets January 2014 - May 2014
Professional Media Group January 2013 - June 2013
Fay School May 2010 - August 2012
Fay School May 2011 - August 2011
Downey Insurance Agency, Inc. November 2009 - May 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsft Outlook, Direct Marketing, Telemarketing, Social Media, Facebook, Twitter, Corporate Environments, Event Management, Blogging, Public Speaking, Editing, Time Management, Marketing, Social Networking, Microsoft Office
Education
Fairfield University 2010 — 2014
Bachelor's Degree, Marketing
Smartfish Group May 2014 - Present
BB&T Capital Markets January 2014 - May 2014
Professional Media Group January 2013 - June 2013
Fay School May 2010 - August 2012
Fay School May 2011 - August 2011
Downey Insurance Agency, Inc. November 2009 - May 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsft Outlook, Direct Marketing, Telemarketing, Social Media, Facebook, Twitter, Corporate Environments, Event Management, Blogging, Public Speaking, Editing, Time Management, Marketing, Social Networking, Microsoft Office
Education
Fairfield University 2010 — 2014
Bachelor's Degree, Marketing
Richard Harmon Richard Harmon's BB&T Capital Markets Experience May 2013 - Present
Job Managing Director at BB&T Capital Markets
Industry Capital Markets
Experience
BB&T Capital Markets May 2013 - Present
Ziegler December 2002 - May 2013
Lancaster Pollard March 1998 - November 2002
Skills
Financial Analysis, Financial Modeling, Securities Lending, Finance, Management, Portfolio Management, Investments, Capital Markets, Due Diligence, Mergers & Acquisitions, Asset Management, Investment Banking, Valuation, Financial Services, Leadership, Equities, Hedge Funds, Fixed Income, Structured Products, Equity Research, Alternative Investments, Private Equity
Education
Capital University Law School 1984 — 1988
Juris Doctor (J.D.), Banking, Corporate, Finance, and Securities Law
Denison University 1979 — 1983
Bachelor's degree, Mathematics and Economics
Reynoldsburg High School 1976 — 1979
BB&T Capital Markets May 2013 - Present
Ziegler December 2002 - May 2013
Lancaster Pollard March 1998 - November 2002
Skills
Financial Analysis, Financial Modeling, Securities Lending, Finance, Management, Portfolio Management, Investments, Capital Markets, Due Diligence, Mergers & Acquisitions, Asset Management, Investment Banking, Valuation, Financial Services, Leadership, Equities, Hedge Funds, Fixed Income, Structured Products, Equity Research, Alternative Investments, Private Equity
Education
Capital University Law School 1984 — 1988
Juris Doctor (J.D.), Banking, Corporate, Finance, and Securities Law
Denison University 1979 — 1983
Bachelor's degree, Mathematics and Economics
Reynoldsburg High School 1976 — 1979
James Smiles's BB&T Capital Markets Experience August 2012 - Present
Job Senior Vice President at BB&T Capital Markets
Industry Investment Banking
Experience
BB&T Capital Markets August 2012 - Present
Stifel Nicolaus June 2010 - January 2012
Opus Trading Fund May 2008 - August 2009
RBS Greenwich Capital December 2005 - July 2007
Aladdin Capital Management March 2003 - March 2004
UBS Investment Bank August 1995 - November 1998
Skills
Credit Analysis, Financial Modeling, financial reporting, Bonds, Financial Reporting, Analysis, Trading, Fixed Income
Education
Columbia University - Columbia Business School 1993 — 1995
MBA, Finance
Brown University 1984 — 1988
BA
BB&T Capital Markets August 2012 - Present
Stifel Nicolaus June 2010 - January 2012
Opus Trading Fund May 2008 - August 2009
RBS Greenwich Capital December 2005 - July 2007
Aladdin Capital Management March 2003 - March 2004
UBS Investment Bank August 1995 - November 1998
Skills
Credit Analysis, Financial Modeling, financial reporting, Bonds, Financial Reporting, Analysis, Trading, Fixed Income
Education
Columbia University - Columbia Business School 1993 — 1995
MBA, Finance
Brown University 1984 — 1988
BA
Michael Creager, CFA's BB&T Capital Markets Experience October 2003 - April 2006
Job Analyst at Thompson, Siegel & Walmsley
Industry Investment Management
Experience
Thompson, Siegel & Walmsley April 2006 - Present
BB&T Capital Markets October 2003 - April 2006
Wachovia Securities, LLC October 2000 - October 2003
A.G. Edwards & Sons, Inc. May 1997 - October 2000
Skills
Equities, Financial Modeling, Valuation, Investments, Asset Management, Financial Analysis, Equity Research, Portfolio Management
Education
Hofstra University 1994 — 1995
MBA, Finance
Western Kentucky University 1989 — 1993
BS, Economics
Thompson, Siegel & Walmsley April 2006 - Present
BB&T Capital Markets October 2003 - April 2006
Wachovia Securities, LLC October 2000 - October 2003
A.G. Edwards & Sons, Inc. May 1997 - October 2000
Skills
Equities, Financial Modeling, Valuation, Investments, Asset Management, Financial Analysis, Equity Research, Portfolio Management
Education
Hofstra University 1994 — 1995
MBA, Finance
Western Kentucky University 1989 — 1993
BS, Economics
Vanessa Kubick Vanessa Kubick's BB&T Capital Markets Experience August 2014 - December 2014
Job Escrow Commissions Coordinator at McEnearney Associates
Industry Information Technology and Services
Experience
McEnearney Associates March 2015 - Present
BB&T Capital Markets August 2014 - December 2014
Commercial Title Group, a division of BridgeTrust Title Group July 2013 - August 2014
InfoPro August 2011 - May 2012
National Park Service April 2010 - August 2011
Skills
GIS, SQL, Data Management, ESRI ArcGIS, Customer Service, Microsoft Office, Microsoft Excel, Account Management, Access, GPS Mapping, QuickBooks, Ariba, A/R and A/P, Sales, Technical Support, Microsoft Word, Project Planning, Management, Data Analysis, Project Management, Financial Analysis, Analysis, HTML, Finance
Education
Northern Virginia Community College 2014 — 2015
Certificate, Data Modeling/Warehousing and Database Administration
George Mason University 2006 — 2011
Bachelor of Arts (BA), Geography
Northern Virginia Community College 2012 — 2014
Associate of Arts and Sciences (AAS), Accounting
McEnearney Associates March 2015 - Present
BB&T Capital Markets August 2014 - December 2014
Commercial Title Group, a division of BridgeTrust Title Group July 2013 - August 2014
InfoPro August 2011 - May 2012
National Park Service April 2010 - August 2011
Skills
GIS, SQL, Data Management, ESRI ArcGIS, Customer Service, Microsoft Office, Microsoft Excel, Account Management, Access, GPS Mapping, QuickBooks, Ariba, A/R and A/P, Sales, Technical Support, Microsoft Word, Project Planning, Management, Data Analysis, Project Management, Financial Analysis, Analysis, HTML, Finance
Education
Northern Virginia Community College 2014 — 2015
Certificate, Data Modeling/Warehousing and Database Administration
George Mason University 2006 — 2011
Bachelor of Arts (BA), Geography
Northern Virginia Community College 2012 — 2014
Associate of Arts and Sciences (AAS), Accounting
K. Newton Juhng K. Newton Juhng's BB&T Capital Markets Experience 2006 - 2010
Job Senior Vice President at GE Capital Healthcare Financial Services
Industry Financial Services
Experience
GE Capital October 2011 - Present
FBR June 2010 - September 2011
BB&T Capital Markets 2006 - 2010
Piper Jaffray 2004 - 2006
SunTrust Robinson Humphrey 2003 - 2004
Fulcrum Global Partners June 2003 - September 2003
Dresdner Kleinwort Wasserstein April 2001 - September 2002
National Institutes of Health 1996 - 1999
Skills
Alternative Investments, Analysis, Asset Management, Bloomberg, Capital Markets, Corporate Development, Corporate Finance, Due Diligence, Equities, Equity Research, Equity Valuation, Financial Analysis, Financial Modeling, Investment Banking, Investments, Leveraged Finance, Portfolio Management, Mergers & Acquisitions, Research, Valuation, Private Equity, Series 7, Venture Capital
Education
Amherst College 1992 — 1996
B.A., Psychology
Tenafly High School 1988 — 1992
GE Capital October 2011 - Present
FBR June 2010 - September 2011
BB&T Capital Markets 2006 - 2010
Piper Jaffray 2004 - 2006
SunTrust Robinson Humphrey 2003 - 2004
Fulcrum Global Partners June 2003 - September 2003
Dresdner Kleinwort Wasserstein April 2001 - September 2002
National Institutes of Health 1996 - 1999
Skills
Alternative Investments, Analysis, Asset Management, Bloomberg, Capital Markets, Corporate Development, Corporate Finance, Due Diligence, Equities, Equity Research, Equity Valuation, Financial Analysis, Financial Modeling, Investment Banking, Investments, Leveraged Finance, Portfolio Management, Mergers & Acquisitions, Research, Valuation, Private Equity, Series 7, Venture Capital
Education
Amherst College 1992 — 1996
B.A., Psychology
Tenafly High School 1988 — 1992
Rex Green Rex Green's BB&T Capital Markets Experience 2004 - June 2015
Job
Industry Investment Banking
Experience
Jefferies LLC July 2015 - Present
BB&T Capital Markets 2004 - June 2015
Advest, Inc. 2002 - 2004
Hook Media, Inc. 2000 - 2001
Advest, Inc. 1994 - 2000
KPMG 1983 - May 1994
Education
Brown University 1978 — 1982
Bachelor of Arts (B.A.), Economics
New York University, Stern School of Business
MBA
Jefferies LLC July 2015 - Present
BB&T Capital Markets 2004 - June 2015
Advest, Inc. 2002 - 2004
Hook Media, Inc. 2000 - 2001
Advest, Inc. 1994 - 2000
KPMG 1983 - May 1994
Education
Brown University 1978 — 1982
Bachelor of Arts (B.A.), Economics
New York University, Stern School of Business
MBA
William Barber, CMT's BB&T Capital Markets Experience May 2004 - January 2007
Job Investment Market Strategist at WPB Advisors
Industry Financial Services
Experience
WPB Advisors January 2007 - Present
Agile Trading Group June 2011 - October 2013
BB&T Capital Markets May 2004 - January 2007
Raymond James Financial March 2000 - May 2004
Carnegie Childs LLC/Kuhns Brothers February 1998 - March 2000
Sanford C. Bernstein January 1997 - February 1998
Sanford C. Bernstein June 1994 - January 1997
Skills
Equity Trading, Equities, Trading, Series 7, Series 63, Technical Analysis, Asset Management, Investments, Hedge Funds, Traders, Portfolio Management, Risk Management, Capital Markets, Bloomberg, Options, Trading Systems, Fixed Income, Economics, Investment Strategies
Education
Boston University Questrom School of Business
WPB Advisors January 2007 - Present
Agile Trading Group June 2011 - October 2013
BB&T Capital Markets May 2004 - January 2007
Raymond James Financial March 2000 - May 2004
Carnegie Childs LLC/Kuhns Brothers February 1998 - March 2000
Sanford C. Bernstein January 1997 - February 1998
Sanford C. Bernstein June 1994 - January 1997
Skills
Equity Trading, Equities, Trading, Series 7, Series 63, Technical Analysis, Asset Management, Investments, Hedge Funds, Traders, Portfolio Management, Risk Management, Capital Markets, Bloomberg, Options, Trading Systems, Fixed Income, Economics, Investment Strategies
Education
Boston University Questrom School of Business
Jeffrey Cook, CFA's BB&T Capital Markets Experience March 2008 - August 2010
Job Vice President at Shea & Company
Industry Capital Markets
Experience
Shea & Company November 2014 - Present
Falvey Partners, LLC April 2012 - November 2014
Revolution Partners August 2010 - April 2012
BB&T Capital Markets March 2008 - August 2010
PricewaterhouseCoopers September 2006 - February 2008
Skills
Investment Banking, Accounting, Sell Side, DCF, Private Placements, LBO, Financial Modeling, Financial Accounting, Valuation, Private Equity, Mergers & Acquisitions, M&A experience, Corporate Finance
Education
Boston College 2006 — 2007
Masters, Accounting
Boston College 2002 — 2006
B.S., Finance, Accounting
Shea & Company November 2014 - Present
Falvey Partners, LLC April 2012 - November 2014
Revolution Partners August 2010 - April 2012
BB&T Capital Markets March 2008 - August 2010
PricewaterhouseCoopers September 2006 - February 2008
Skills
Investment Banking, Accounting, Sell Side, DCF, Private Placements, LBO, Financial Modeling, Financial Accounting, Valuation, Private Equity, Mergers & Acquisitions, M&A experience, Corporate Finance
Education
Boston College 2006 — 2007
Masters, Accounting
Boston College 2002 — 2006
B.S., Finance, Accounting
William Tornabene's BB&T Capital Markets Experience July 2004 - July 2009
Job Chief Financial Officer at Manhattan Wine Company
Industry Wine and Spirits
Experience
Manhattan Wine Company July 2009 - Present
BB&T Capital Markets July 2004 - July 2009
FBR June 2003 - August 2003
PNC Capital Markets July 1999 - June 2002
Skills
Investments, Investment Banking, Equities, Finance, Fixed Income, Sales, Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Mergers & Acquisitions, Private Equity, Retail, Due Diligence, Business Valuation
Education
Vanderbilt University - Owen Graduate School of Management 2002 — 2004
MBA, Finance & Strategy
Hampden-Sydney College 1995 — 1999
BA, Managerial Economics
Manhattan Wine Company July 2009 - Present
BB&T Capital Markets July 2004 - July 2009
FBR June 2003 - August 2003
PNC Capital Markets July 1999 - June 2002
Skills
Investments, Investment Banking, Equities, Finance, Fixed Income, Sales, Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Mergers & Acquisitions, Private Equity, Retail, Due Diligence, Business Valuation
Education
Vanderbilt University - Owen Graduate School of Management 2002 — 2004
MBA, Finance & Strategy
Hampden-Sydney College 1995 — 1999
BA, Managerial Economics
Rick Lohr Rick Lohr's BB&T Capital Markets Experience March 2011 - August 2014
Job Managing Director, Head of Senior Living Group at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray August 2014 - Present
BB&T Capital Markets March 2011 - August 2014
Herbert J. Sims & Co. August 2007 - February 2011
Greystone Communities January 1996 - June 2003
Tucker Alan Inc. September 1994 - December 1995
Peterson Consulting March 1992 - September 1994
Bank One July 1990 - March 1992
Skills
Management, Finance, Capital Markets, Investment Banking, Financial Modeling, Valuation, Private Equity, Bonds, Fixed Income, Investments, Due Diligence, Mergers & Acquisitions, Real Estate Economics, Asset Managment, Real Estate, Financial Structuring, Portfolio Management, Financial Analysis, Equities, Asset Management, Strategic Planning, Loans, Structured Finance
Education
Baylor University - Hankamer School of Business 1986 — 1990
Piper Jaffray August 2014 - Present
BB&T Capital Markets March 2011 - August 2014
Herbert J. Sims & Co. August 2007 - February 2011
Greystone Communities January 1996 - June 2003
Tucker Alan Inc. September 1994 - December 1995
Peterson Consulting March 1992 - September 1994
Bank One July 1990 - March 1992
Skills
Management, Finance, Capital Markets, Investment Banking, Financial Modeling, Valuation, Private Equity, Bonds, Fixed Income, Investments, Due Diligence, Mergers & Acquisitions, Real Estate Economics, Asset Managment, Real Estate, Financial Structuring, Portfolio Management, Financial Analysis, Equities, Asset Management, Strategic Planning, Loans, Structured Finance
Education
Baylor University - Hankamer School of Business 1986 — 1990
Jeremy Devaney's BB&T Capital Markets Experience April 2011 - June 2013
Job Mortgage Planner at MSA Mortgage
Industry Financial Services
Experience
MSA Mortgage April 2015 - Present
CSP Associates, Inc. September 2013 - April 2015
BB&T Capital Markets April 2011 - June 2013
DC Capital Markets Society February 2009 - April 2013
BB&T Capital Markets October 2010 - March 2011
BB&T Capital Markets December 2007 - September 2010
BB&T Capital Markets - Scott & Stringfellow June 2006 - November 2007
BB&T January 2006 - June 2006
BB&T Capital Markets - Scott & Stringfellow February 2005 - December 2005
Skills
Mortgage Banking, Loan Origination, Mortgage Underwriting, FHA Financing, Refinance, First Time Home Buyers, Mortgage Lending, Residential Mortgages, Real Estate, Real Estate Transactions, Investment Properties, Real Estate Financing, Financial Modeling, Financial Analysis, Equity Research, Strategy, Due Diligence, Analysis, Equities, Capital Markets, Investments, Mergers & Acquisitions, Valuation, Leadership, Defense, Research, Series 7, Federal Government, Business Strategy, Microsoft Excel, Equity Valuation, Aerospace/Defense, Government, Private Equity, Corporate Finance, PowerPoint, DoD, IPO, Microsoft Office, Writing, Series 66, Microsoft Word, Strategic Consulting, Consulting, Excel, Word, English, Transaction Advisory..., M&A, Mergers
Education
College of Charleston
B.S., Business Administration w/ Concentration in Finance
Dickinson College
Environmental Science
Governor Dummer Academy
Barnstable High School
MSA Mortgage April 2015 - Present
CSP Associates, Inc. September 2013 - April 2015
BB&T Capital Markets April 2011 - June 2013
DC Capital Markets Society February 2009 - April 2013
BB&T Capital Markets October 2010 - March 2011
BB&T Capital Markets December 2007 - September 2010
BB&T Capital Markets - Scott & Stringfellow June 2006 - November 2007
BB&T January 2006 - June 2006
BB&T Capital Markets - Scott & Stringfellow February 2005 - December 2005
Skills
Mortgage Banking, Loan Origination, Mortgage Underwriting, FHA Financing, Refinance, First Time Home Buyers, Mortgage Lending, Residential Mortgages, Real Estate, Real Estate Transactions, Investment Properties, Real Estate Financing, Financial Modeling, Financial Analysis, Equity Research, Strategy, Due Diligence, Analysis, Equities, Capital Markets, Investments, Mergers & Acquisitions, Valuation, Leadership, Defense, Research, Series 7, Federal Government, Business Strategy, Microsoft Excel, Equity Valuation, Aerospace/Defense, Government, Private Equity, Corporate Finance, PowerPoint, DoD, IPO, Microsoft Office, Writing, Series 66, Microsoft Word, Strategic Consulting, Consulting, Excel, Word, English, Transaction Advisory..., M&A, Mergers
Education
College of Charleston
B.S., Business Administration w/ Concentration in Finance
Dickinson College
Environmental Science
Governor Dummer Academy
Barnstable High School
Daniel L. Pake Daniel L. Pake's BB&T Capital Markets Experience July 2002 - June 2012
Job Managing Director at Hovde Group
Industry Investment Banking
Experience
Hovde Group June 2012 - Present
BB&T Capital Markets July 2002 - June 2012
Skills
Mergers, Due Diligence, Capital Markets, Valuation, Mergers & Acquisitions, Investment Banking, Investments, Venture Capital, Hedge Funds, Corporate Finance, Equities, Portfolio Management, Equity Research, Private Equity, Securities, Fixed Income
Education
Vanderbilt University - Owen Graduate School of Management
Master of Business Administration (M.B.A.), Accounting and Finance
Boston University
Bachelor of Arts (B.A.), History & Political Science
Hovde Group June 2012 - Present
BB&T Capital Markets July 2002 - June 2012
Skills
Mergers, Due Diligence, Capital Markets, Valuation, Mergers & Acquisitions, Investment Banking, Investments, Venture Capital, Hedge Funds, Corporate Finance, Equities, Portfolio Management, Equity Research, Private Equity, Securities, Fixed Income
Education
Vanderbilt University - Owen Graduate School of Management
Master of Business Administration (M.B.A.), Accounting and Finance
Boston University
Bachelor of Arts (B.A.), History & Political Science
Brett Sobol Brett Sobol's BB&T Capital Markets Experience June 2011 - August 2011
Job Senior Financial Analyst at Comcast
Industry Internet
Experience
Comcast June 2014 - Present
Nauvoo Games July 2014 - Present
Comcast July 2012 - June 2014
BB&T Capital Markets June 2011 - August 2011
StoneTurn Group LLP June 2010 - August 2010
Decal Designs November 2008 - May 2009
Education
Babson College 2008 — 2012
Bachelor of Science, Business Management
Korea University 2011 — 2011
London School of Economics and Political Science 2011 — 2011
Comcast June 2014 - Present
Nauvoo Games July 2014 - Present
Comcast July 2012 - June 2014
BB&T Capital Markets June 2011 - August 2011
StoneTurn Group LLP June 2010 - August 2010
Decal Designs November 2008 - May 2009
Education
Babson College 2008 — 2012
Bachelor of Science, Business Management
Korea University 2011 — 2011
London School of Economics and Political Science 2011 — 2011
Steve Buffington's BB&T Capital Markets Experience January 2015 - August 2015
Job Equity Research Analyst Intern
Industry Investment Management
Experience
Willingdon Wealth Management September 2015 - Present
BB&T Capital Markets January 2015 - August 2015
BB&T Capital Markets January 2014 - January 2015
BB&T Capital Markets November 2010 - January 2014
BB&T January 2010 - October 2010
BB&T August 2009 - December 2009
Bank of America June 2008 - August 2008
Skills
Capital Markets, Financial Analysis, Banking, Equities, Series 7, Corporate Finance, Loans, Series 63, Bloomberg, Microsoft Office, Credit Analysis, Credit, FINRA, Securities, Research, Equity Research
Education
Clemson University 2005 — 2009
Bachelor's degree, Economics
Willingdon Wealth Management September 2015 - Present
BB&T Capital Markets January 2015 - August 2015
BB&T Capital Markets January 2014 - January 2015
BB&T Capital Markets November 2010 - January 2014
BB&T January 2010 - October 2010
BB&T August 2009 - December 2009
Bank of America June 2008 - August 2008
Skills
Capital Markets, Financial Analysis, Banking, Equities, Series 7, Corporate Finance, Loans, Series 63, Bloomberg, Microsoft Office, Credit Analysis, Credit, FINRA, Securities, Research, Equity Research
Education
Clemson University 2005 — 2009
Bachelor's degree, Economics
John Mims's BB&T Capital Markets Experience August 2007 - July 2011
Job Senior Vice President, Equity Research, FBR Capital Markets
Industry Investment Banking
Experience
FBR Capital Markets & Co. September 2011 - Present
BB&T Capital Markets August 2007 - July 2011
BB&T Corporation 2005 - July 2011
BB&T International Services March 2006 - August 2007
Skills
Financial Modeling, Transportation, Valuation, Equity Research, Equities, Capital Markets, Logistics, Investment Banking, Hedge Funds, Risk Management, Portfolio Management, Bloomberg, Series 7, Investments, Private Equity, Asset Management, Fixed Income, Alternative Investments, Equity Valuation
Education
University of South Carolina - Darla Moore School of Business 2003 — 2004
IMBA, International Business - Finance
College of Charleston 1993 — 1998
BA, History
FBR Capital Markets & Co. September 2011 - Present
BB&T Capital Markets August 2007 - July 2011
BB&T Corporation 2005 - July 2011
BB&T International Services March 2006 - August 2007
Skills
Financial Modeling, Transportation, Valuation, Equity Research, Equities, Capital Markets, Logistics, Investment Banking, Hedge Funds, Risk Management, Portfolio Management, Bloomberg, Series 7, Investments, Private Equity, Asset Management, Fixed Income, Alternative Investments, Equity Valuation
Education
University of South Carolina - Darla Moore School of Business 2003 — 2004
IMBA, International Business - Finance
College of Charleston 1993 — 1998
BA, History
Donovan England Donovan England's BB&T Capital Markets Experience February 2008 - September 2008
Job CEO at Donovan England
Industry Executive Office
Experience
Donovan England December 2009 - Present
BetterTanned.com December 2009 - August 2011
Wells Fargo September 2008 - April 2010
Wachovia Bank/Wells Fargo Advisors September 2008 - March 2010
KnowAllManagers.com August 2008 - February 2010
Moving With Mess May 2006 - December 2008
BB&T Capital Markets February 2008 - September 2008
Skills
Credit, Finance, Banking, Managerial Finance, Budgets, Cold Calling, Accounting, Cash Flow, Financial Planners, Research, Consulting, Customer Service, Contract Management, Workshop Facilitation, Web Site Production, Employee Relations, Logistics, Funding, Requirements Analysis, Microsoft Exchange
Education
Radford University 2002 — 2005
Bachelor of Arts; Administration, Marketing
George Mason University 2001 — 2002
Bachelor of Science (BS), Business/Commerce, General
Donovan England December 2009 - Present
BetterTanned.com December 2009 - August 2011
Wells Fargo September 2008 - April 2010
Wachovia Bank/Wells Fargo Advisors September 2008 - March 2010
KnowAllManagers.com August 2008 - February 2010
Moving With Mess May 2006 - December 2008
BB&T Capital Markets February 2008 - September 2008
Skills
Credit, Finance, Banking, Managerial Finance, Budgets, Cold Calling, Accounting, Cash Flow, Financial Planners, Research, Consulting, Customer Service, Contract Management, Workshop Facilitation, Web Site Production, Employee Relations, Logistics, Funding, Requirements Analysis, Microsoft Exchange
Education
Radford University 2002 — 2005
Bachelor of Arts; Administration, Marketing
George Mason University 2001 — 2002
Bachelor of Science (BS), Business/Commerce, General
Billy Harper Billy Harper's BB&T Capital Markets Experience August 2015 - Present
Job Associate Equity Analyst at BB&T Capital Markets
Industry Investment Banking
Experience
BB&T Capital Markets August 2015 - Present
The College of William & Mary l Mason School of Business August 2013 - May 2015
Trinity Capital LLC May 2014 - August 2014
Stern's Printing & Engraving Co. January 2008 - August 2013
Stern's Printing & Engraving Co. September 2002 - December 2007
Skills
Account Management, Cold Calling, Program Management, New Business Development, Microsoft Office, Marketing, Sales, Public Speaking, Event Management, Marketing Strategy, Direct Sales, Microsoft Excel, Fundraising, Customer Service, Strategic Planning, Leadership, Business Development, Operations Management, Contract Negotiation, Sales Management, Social Media, Team Building, Leadership Development, Management, Training, Strategy, Event Planning, Social Media Marketing, Public Relations, Financial Analysis, Finance, Analysis, Research, Corporate Finance
Education
The College of William and Mary 2013 — 2015
Master of Business Administration (MBA), Finance
Hampden-Sydney College 1998 — 2002
B.A., History
Hayfield Secondary School
BB&T Capital Markets August 2015 - Present
The College of William & Mary l Mason School of Business August 2013 - May 2015
Trinity Capital LLC May 2014 - August 2014
Stern's Printing & Engraving Co. January 2008 - August 2013
Stern's Printing & Engraving Co. September 2002 - December 2007
Skills
Account Management, Cold Calling, Program Management, New Business Development, Microsoft Office, Marketing, Sales, Public Speaking, Event Management, Marketing Strategy, Direct Sales, Microsoft Excel, Fundraising, Customer Service, Strategic Planning, Leadership, Business Development, Operations Management, Contract Negotiation, Sales Management, Social Media, Team Building, Leadership Development, Management, Training, Strategy, Event Planning, Social Media Marketing, Public Relations, Financial Analysis, Finance, Analysis, Research, Corporate Finance
Education
The College of William and Mary 2013 — 2015
Master of Business Administration (MBA), Finance
Hampden-Sydney College 1998 — 2002
B.A., History
Hayfield Secondary School
Scott H. Husselbee Scott H. Husselbee's BB&T Capital Markets Experience May 2005 - July 2006
Job Commercial Real Estate Finance
Industry Real Estate
Experience
Self Employed September 2012 - Present
Park Sterling Bank July 2011 - August 2012
Self Employed July 2008 - June 2011
Fifth Third Securities August 2006 - March 2008
BB&T Capital Markets May 2005 - July 2006
Black Bear Companies February 1998 - May 2005
First Union National Bank October 1994 - February 1998
Skills
Asset Management, Underwriting, Special Assets, Banking, Investment Banking, CMBS, Commercial Real Estate, Commercial Real Estate..., Commercial Real Estate..., Loan Work-outs, Real Estate Development, Real Estate Due..., Bank Due Diligence, Bank Acquisition, Commercial Real Estate..., Property Management, Special Servicing, Real Estate Financing, Real Estate Investment..., Finance, Real Estate, Asset Managment, Commercial Mortgages, Loan Origination, Asset
Education
Babson College
Bachelor of Science Degree, Accounting / Info. Systems
Loyola College in Maryland
Master of Business Administration
Self Employed September 2012 - Present
Park Sterling Bank July 2011 - August 2012
Self Employed July 2008 - June 2011
Fifth Third Securities August 2006 - March 2008
BB&T Capital Markets May 2005 - July 2006
Black Bear Companies February 1998 - May 2005
First Union National Bank October 1994 - February 1998
Skills
Asset Management, Underwriting, Special Assets, Banking, Investment Banking, CMBS, Commercial Real Estate, Commercial Real Estate..., Commercial Real Estate..., Loan Work-outs, Real Estate Development, Real Estate Due..., Bank Due Diligence, Bank Acquisition, Commercial Real Estate..., Property Management, Special Servicing, Real Estate Financing, Real Estate Investment..., Finance, Real Estate, Asset Managment, Commercial Mortgages, Loan Origination, Asset
Education
Babson College
Bachelor of Science Degree, Accounting / Info. Systems
Loyola College in Maryland
Master of Business Administration
Richard Backus's BB&T Capital Markets Experience September 2000 - Present
Job Managing Director at BB&T Capital Markets
Industry Investment Banking
Experience
BB&T Capital Markets September 2000 - Present
Morgan Keegan, Co July 1997 - September 1998
Wheat First (Wachovia Securities) June 1990 - July 1997
Nationsbank (Bank of America Securities) June 1989 - June 1990
Merrill Lynch Capital Markets August 1987 - June 1989
Household Mortgage Services (Household International) July 1985 - August 1987
Glenview State Bank August 1982 - July 1985
Federal Deposit Insurance Corporation June 1979 - August 1982
Ohio Bureau of Criminal Investigation October 1974 - June 1979
Office of the Commonwealth's Attorney 17th Judicial District of KY March 1973 - October 1974
Skills
Investments, Equities, Capital Markets, Debt, Private Placements, Structured Finance, Valuation, Asset Managment, Financial Modeling, Investment Banking, Financial Analysis, Equity Research, Due Diligence, Fixed Income, Portfolio Management
Education
The University of Chicago Booth School of Business 1983 — 1985
MBA, Economics/Finance
Eastern Kentucky University 1972 — 1974
MS, Public Administration
Marshall University 1967 — 1971
BA, Social Sciences
Marshall University 1967 — 1971
BA, Social Sciences
BB&T Capital Markets September 2000 - Present
Morgan Keegan, Co July 1997 - September 1998
Wheat First (Wachovia Securities) June 1990 - July 1997
Nationsbank (Bank of America Securities) June 1989 - June 1990
Merrill Lynch Capital Markets August 1987 - June 1989
Household Mortgage Services (Household International) July 1985 - August 1987
Glenview State Bank August 1982 - July 1985
Federal Deposit Insurance Corporation June 1979 - August 1982
Ohio Bureau of Criminal Investigation October 1974 - June 1979
Office of the Commonwealth's Attorney 17th Judicial District of KY March 1973 - October 1974
Skills
Investments, Equities, Capital Markets, Debt, Private Placements, Structured Finance, Valuation, Asset Managment, Financial Modeling, Investment Banking, Financial Analysis, Equity Research, Due Diligence, Fixed Income, Portfolio Management
Education
The University of Chicago Booth School of Business 1983 — 1985
MBA, Economics/Finance
Eastern Kentucky University 1972 — 1974
MS, Public Administration
Marshall University 1967 — 1971
BA, Social Sciences
Marshall University 1967 — 1971
BA, Social Sciences
Seare Kidane Seare Kidane's BB&T Capital Markets Experience January 2013 - April 2015
Job Senior Analyst at HSBC
Industry Financial Services
Experience
HSBC April 2015 - Present
BB&T Capital Markets January 2013 - April 2015
BB&T July 2012 - January 2013
Bank of America Merrill Lynch May 2011 - August 2011
Sponsors for Educational Opportunity 2011 - 2011
Federal Home Loan Bank June 2010 - August 2010
Federal Home Loan Bank of Atlanta May 2010 - August 2010
Georgia State University September 2009 - May 2010
Walgreens May 2009 - May 2010
Skills
Financial Analysis, Derivatives, PowerPoint, Data Analysis, Financial Modeling, Microsoft Office, Underwriting, Banking, Microsoft Excel
Education
Georgia State University 2008 — 2012
Economics and Finance
Georgia State University 2008 — 2012
Bachelors, Economics and Finance
Georgia State University, Robinson College of Business
Bachelors of Business Administration, Economics and Finance
HSBC April 2015 - Present
BB&T Capital Markets January 2013 - April 2015
BB&T July 2012 - January 2013
Bank of America Merrill Lynch May 2011 - August 2011
Sponsors for Educational Opportunity 2011 - 2011
Federal Home Loan Bank June 2010 - August 2010
Federal Home Loan Bank of Atlanta May 2010 - August 2010
Georgia State University September 2009 - May 2010
Walgreens May 2009 - May 2010
Skills
Financial Analysis, Derivatives, PowerPoint, Data Analysis, Financial Modeling, Microsoft Office, Underwriting, Banking, Microsoft Excel
Education
Georgia State University 2008 — 2012
Economics and Finance
Georgia State University 2008 — 2012
Bachelors, Economics and Finance
Georgia State University, Robinson College of Business
Bachelors of Business Administration, Economics and Finance
Jeffery Williams Jeffery Williams's BB&T Capital Markets Experience June 2005 - August 2006
Job Associate Director at EY/ Insurance Account Analyst
Industry Financial Services
Experience
EY January 2014 - Present
PricewaterhouseCoopers July 2010 - December 2013
PricewaterhouseCoopers February 2009 - July 2010
Wachovia Securities, LLC September 2006 - September 2008
BB&T Capital Markets June 2005 - August 2006
Wachovia Corporation formerly First Union January 1999 - June 2003
Skills
Financial Modeling, Valuation, Equities, Investments, Leveraged Finance, Strategy, Portfolio Management, Analysis, Equity Research, Mergers & Acquisitions, Financial Analysis, Business Strategy, Finance, Analytics, Corporate Finance, Management Consulting, Management
Education
University of Virginia - Darden Graduate School of Business Administration 2003 — 2005
MBA, Concentration in Corporate Finance and Asset Valuation
Florida Agricultural and Mechanical University 1993 — 1998
BS, Agribusiness/Agricultural Business Operations
EY January 2014 - Present
PricewaterhouseCoopers July 2010 - December 2013
PricewaterhouseCoopers February 2009 - July 2010
Wachovia Securities, LLC September 2006 - September 2008
BB&T Capital Markets June 2005 - August 2006
Wachovia Corporation formerly First Union January 1999 - June 2003
Skills
Financial Modeling, Valuation, Equities, Investments, Leveraged Finance, Strategy, Portfolio Management, Analysis, Equity Research, Mergers & Acquisitions, Financial Analysis, Business Strategy, Finance, Analytics, Corporate Finance, Management Consulting, Management
Education
University of Virginia - Darden Graduate School of Business Administration 2003 — 2005
MBA, Concentration in Corporate Finance and Asset Valuation
Florida Agricultural and Mechanical University 1993 — 1998
BS, Agribusiness/Agricultural Business Operations
Jennifer Hagan Jennifer Hagan's BB&T Capital Markets Experience July 2010 - August 2010
Job Valuation & Business Analytics Associate at BDO Consulting
Industry Financial Services
Experience
BDO Consulting September 2014 - Present
Hightower Advisors May 2012 - August 2013
Merrill Lynch September 2011 - December 2011
BB&T Capital Markets July 2010 - August 2010
Skills
Financial Analysis, Leadership, Microsoft Excel, Corporate Finance, Microsoft Technologies, Basic Bloomberg, Valuation, Financial Modeling, Business Valuation, Social Media, Microsoft Word, Public Speaking, Teamwork, Mergers & Acquisitions
Education
Clemson University 2010 — 2014
Bachelor of Science (B.S.), Financial Management Corporate Finance Concentration, Accounting Minor
Centreville High School 2006 — 2010
Advanced Placement Diploma
BDO Consulting September 2014 - Present
Hightower Advisors May 2012 - August 2013
Merrill Lynch September 2011 - December 2011
BB&T Capital Markets July 2010 - August 2010
Skills
Financial Analysis, Leadership, Microsoft Excel, Corporate Finance, Microsoft Technologies, Basic Bloomberg, Valuation, Financial Modeling, Business Valuation, Social Media, Microsoft Word, Public Speaking, Teamwork, Mergers & Acquisitions
Education
Clemson University 2010 — 2014
Bachelor of Science (B.S.), Financial Management Corporate Finance Concentration, Accounting Minor
Centreville High School 2006 — 2010
Advanced Placement Diploma
Matt Baxter Matt Baxter's BB&T Capital Markets Experience April 2011 - April 2012
Job
Industry Financial Services
Experience
GreenSky® October 2014 - March 2015
The StaxExchange May 2012 - October 2014
BB&T Capital Markets April 2011 - April 2012
Office of the Governor, Georgia August 2008 - January 2011
Skills
Finance, Financial Analysis, Investment Banking, Start-ups, Capital Markets, Business Strategy, Public Finance, Financial Services, Strategy, Alternative Investments, Business Development, Product Development
Education
University of Virginia
Master’s Degree, Economics
Georgia College and State University
Bachelor’s Degree, Economics
GreenSky® October 2014 - March 2015
The StaxExchange May 2012 - October 2014
BB&T Capital Markets April 2011 - April 2012
Office of the Governor, Georgia August 2008 - January 2011
Skills
Finance, Financial Analysis, Investment Banking, Start-ups, Capital Markets, Business Strategy, Public Finance, Financial Services, Strategy, Alternative Investments, Business Development, Product Development
Education
University of Virginia
Master’s Degree, Economics
Georgia College and State University
Bachelor’s Degree, Economics
Daniel Cannata's BB&T Capital Markets Experience July 2013 - Present
Job Equity Research Associate at BB&T
Industry Financial Services
Experience
BB&T Capital Markets July 2013 - Present
BB&T January 2013 - July 2013
Tioga Energy June 2011 - August 2011
Octagon January 2011 - April 2011
Skills
Financial Modeling, Bloomberg Terminal, Microsoft Office, Capital IQ, Equity Research, Financial Analysis, Valuation, Microsoft Excel, Market Research, Finance
Education
University of Richmond - Robins School of Business 2008 — 2012
BSBA, Business Administration - Finance, cum laude
St. Louis University, Madrid Campus 2010 — 2010
Business Administration, Finance Concentration
Choate Rosemary Hall 2004 — 2008
BB&T Capital Markets July 2013 - Present
BB&T January 2013 - July 2013
Tioga Energy June 2011 - August 2011
Octagon January 2011 - April 2011
Skills
Financial Modeling, Bloomberg Terminal, Microsoft Office, Capital IQ, Equity Research, Financial Analysis, Valuation, Microsoft Excel, Market Research, Finance
Education
University of Richmond - Robins School of Business 2008 — 2012
BSBA, Business Administration - Finance, cum laude
St. Louis University, Madrid Campus 2010 — 2010
Business Administration, Finance Concentration
Choate Rosemary Hall 2004 — 2008
Steve Firestone, CAIA Steve Firestone, CAIA's BB&T Capital Markets Experience 2007 — 2010
Job Capital Markets at Office of the Comptroller of the Currency
Industry Capital Markets
Experience
Office of the Comptroller of the Currency May 2012 — Present
Mesirow Financial 2010 — 2011
BB&T Capital Markets 2007 — 2010
Teacher Retirement System of Texas 2005 — 2007
CIBC World Markets 2000 — 2004
First Chicago 1999 — 1999
Prudential Securities 1996 — 1998
National Westminster Bank 1994 — 1996
Skills
Fixed Income, Portfolio Management, Trading, Structured Products, Credit Derivatives, Market Risk, Due Diligence, Asset Management, CMBS, Securitization, Alternative Investments, ABS, Leveraged Finance, Credit Trading, Interest Rate Risk..., Real Estate Economics, Investments, Financial Risk, Capital Markets, Commercial Real Estate, Intex, Trepp, Barclays Point, REIT, SPSS, Quantitative Risk..., Counterparty Risk, Financial Engineering, Basel II, Basel III, CCAR, Dodd-Frank, MBS, Statistical Modeling, Volcker Rule, KMV
Education
University of North Carolina at Charlotte 2009 — 2018
Doctor of Philosophy (PhD), Geography and Urban Regional Analysis
Indiana University Bloomington 1998 — 2000
MBA, Finance/Public Policy
Bucknell University 1990 — 1994
BA, Economics
Office of the Comptroller of the Currency May 2012 — Present
Mesirow Financial 2010 — 2011
BB&T Capital Markets 2007 — 2010
Teacher Retirement System of Texas 2005 — 2007
CIBC World Markets 2000 — 2004
First Chicago 1999 — 1999
Prudential Securities 1996 — 1998
National Westminster Bank 1994 — 1996
Skills
Fixed Income, Portfolio Management, Trading, Structured Products, Credit Derivatives, Market Risk, Due Diligence, Asset Management, CMBS, Securitization, Alternative Investments, ABS, Leveraged Finance, Credit Trading, Interest Rate Risk..., Real Estate Economics, Investments, Financial Risk, Capital Markets, Commercial Real Estate, Intex, Trepp, Barclays Point, REIT, SPSS, Quantitative Risk..., Counterparty Risk, Financial Engineering, Basel II, Basel III, CCAR, Dodd-Frank, MBS, Statistical Modeling, Volcker Rule, KMV
Education
University of North Carolina at Charlotte 2009 — 2018
Doctor of Philosophy (PhD), Geography and Urban Regional Analysis
Indiana University Bloomington 1998 — 2000
MBA, Finance/Public Policy
Bucknell University 1990 — 1994
BA, Economics
Craig Kucera Craig Kucera's BB&T Capital Markets Experience 2007 - 2009
Job Senior Equity REIT Analyst @ Wunderlich Securities
Industry Financial Services
Experience
Residence Bridge 2011 - 2012
Fannie Mae 2010 - 2011
BB&T Capital Markets 2007 - 2009
TBC Securities 2006 - 2007
FBR 2000 - 2006
Charles E. Smith Residential Realty 1999 - 2000
Skills
Valuation, Financial Modeling, Investments, Private Equity, Equity Research, Investment Banking, Real Estate, Investment Properties, Structured Finance, Finance, Capital Markets, Credit, Equities, Forecasting, Due Diligence, Corporate Finance
Education
Georgetown University Law Center
University of Iowa
MBA
Bradley University
BS
Residence Bridge 2011 - 2012
Fannie Mae 2010 - 2011
BB&T Capital Markets 2007 - 2009
TBC Securities 2006 - 2007
FBR 2000 - 2006
Charles E. Smith Residential Realty 1999 - 2000
Skills
Valuation, Financial Modeling, Investments, Private Equity, Equity Research, Investment Banking, Real Estate, Investment Properties, Structured Finance, Finance, Capital Markets, Credit, Equities, Forecasting, Due Diligence, Corporate Finance
Education
Georgetown University Law Center
University of Iowa
MBA
Bradley University
BS
Rob Whittemore Rob Whittemore's BB&T Capital Markets Experience 2004 - 2007
Job Senior Vice President; Acquisitions and Dispositions at GrayCo, Inc.
Industry Commercial Real Estate
Experience
GrayCo, Inc. September 2007 - Present
BB&T Capital Markets 2004 - 2007
Wachovia Securities 2003 - 2004
Skills
Acquisitions, Corporate Finance, Disposition, Real Estate, Valuation, Equity Research, Finance, Leases, Rental Management, Due Diligence, Real Estate Economics
Education
Hampden-Sydney College 1997 — 2001
GrayCo, Inc. September 2007 - Present
BB&T Capital Markets 2004 - 2007
Wachovia Securities 2003 - 2004
Skills
Acquisitions, Corporate Finance, Disposition, Real Estate, Valuation, Equity Research, Finance, Leases, Rental Management, Due Diligence, Real Estate Economics
Education
Hampden-Sydney College 1997 — 2001
Adam Hahn Adam Hahn's BB&T Capital Markets Experience November 2014 - Present
Job Assistant Vice President BB&T Capital Markets
Industry Investment Banking
Experience
BB&T Capital Markets November 2014 - Present
BB&T Capital Markets February 2013 - October 2014
Dominion August 2011 - February 2013
Dominion May 2009 - August 2011
Dominion May 2008 - May 2009
Skills
Financial Modeling
Education
University of Richmond - Robins School of Business 2010 — 2013
MBA, Business
James Madison University 2004 — 2008
B.B.A Business, Finance
BB&T Capital Markets November 2014 - Present
BB&T Capital Markets February 2013 - October 2014
Dominion August 2011 - February 2013
Dominion May 2009 - August 2011
Dominion May 2008 - May 2009
Skills
Financial Modeling
Education
University of Richmond - Robins School of Business 2010 — 2013
MBA, Business
James Madison University 2004 — 2008
B.B.A Business, Finance
David Cuttino David Cuttino's BB&T Capital Markets Experience November 2009 - September 2010
Job Reservoir Distillery General Manager and Proprietor
Industry Wine and Spirits
Experience
Reservoir Distillery, LLC March 2009 - Present
CRT Capital Group June 2011 - February 2014
Braver Stern & Co. September 2010 - June 2011
BB&T Capital Markets November 2009 - September 2010
West Side Advisors March 2002 - November 2008
Naval Research Laboratory August 2001 - January 2002
Naval Research Laboratory January 1995 - September 1998
Skills
Derivatives, Fixed Income, Portfolio Management, Structured Products, ABS, MBS, Credit, Mortgage Lending, Residential Mortgages, Management, Sales, CMBS, Capital Markets, Asset Management, Valuation, Financial Modeling, Trading, Due Diligence, Investment Banking, Project Management
Education
Columbia Engineering 1998 — 2000
MS, Electrical Engineering
Virginia Polytechnic Institute and State University 1990 — 1994
BS, Electrical Engineering
Reservoir Distillery, LLC March 2009 - Present
CRT Capital Group June 2011 - February 2014
Braver Stern & Co. September 2010 - June 2011
BB&T Capital Markets November 2009 - September 2010
West Side Advisors March 2002 - November 2008
Naval Research Laboratory August 2001 - January 2002
Naval Research Laboratory January 1995 - September 1998
Skills
Derivatives, Fixed Income, Portfolio Management, Structured Products, ABS, MBS, Credit, Mortgage Lending, Residential Mortgages, Management, Sales, CMBS, Capital Markets, Asset Management, Valuation, Financial Modeling, Trading, Due Diligence, Investment Banking, Project Management
Education
Columbia Engineering 1998 — 2000
MS, Electrical Engineering
Virginia Polytechnic Institute and State University 1990 — 1994
BS, Electrical Engineering
Carter Leake Carter Leake's BB&T Capital Markets Experience May 2011 - Present
Job Senior Vice President, Investment Banking
Industry Investment Banking
Experience
BB&T Capital Markets May 2011 - Present
Davenport & Company LLC May 2006 - April 2011
Mesa Air Group January 2001 - May 2006
Bombardier Aerospace January 1996 - January 2001
ICF SH&E December 1993 - January 1996
US Air Force January 1985 - January 1992
Skills
Aerospace, Fundamental Research, Sell Side, Financial Analysis, Financial Modeling, Strategic Planning, Investments, Excel, Negotiation, Aircraft, Airline Management, Aircraft Leasing, Aircraft Finance, Defense, Risk Management, Research, Microsoft Excel, Investment Banking, Equities, Corporate Development, Equity Research, Fixed Income, Portfolio Management, M&A experience, Securities, Private Equity, Business Valuation, Venture Capital, Project Finance, Equity Valuation, Analysis, Valuation, Economics, Investment Strategies, Structured Finance, Alternative Investments, Strategic Financial..., Private Placements, Due Diligence, Asset Management, Capital Markets, Mergers & Acquisitions
Education
University of Virginia
BA, Economics
Embry Riddle Aeronautical University-Worldwide
Masters Aeronautical Science
Episcopal High School
BB&T Capital Markets May 2011 - Present
Davenport & Company LLC May 2006 - April 2011
Mesa Air Group January 2001 - May 2006
Bombardier Aerospace January 1996 - January 2001
ICF SH&E December 1993 - January 1996
US Air Force January 1985 - January 1992
Skills
Aerospace, Fundamental Research, Sell Side, Financial Analysis, Financial Modeling, Strategic Planning, Investments, Excel, Negotiation, Aircraft, Airline Management, Aircraft Leasing, Aircraft Finance, Defense, Risk Management, Research, Microsoft Excel, Investment Banking, Equities, Corporate Development, Equity Research, Fixed Income, Portfolio Management, M&A experience, Securities, Private Equity, Business Valuation, Venture Capital, Project Finance, Equity Valuation, Analysis, Valuation, Economics, Investment Strategies, Structured Finance, Alternative Investments, Strategic Financial..., Private Placements, Due Diligence, Asset Management, Capital Markets, Mergers & Acquisitions
Education
University of Virginia
BA, Economics
Embry Riddle Aeronautical University-Worldwide
Masters Aeronautical Science
Episcopal High School
Ebony Clay Ebony Clay's BB&T Capital Markets Experience July 2000 - May 2003
Job Deaconess/ Teacher at Rivers of Living Water Healing Ministries
Industry Executive Office
Experience
Self Employed/ Various Clients June 2010 - Present
Rivers of Living Water Healing Ministries June 2010 - Present
Freudenberg Filtration Technologies February 2008 - April 2010
Keller Williams Realty- Valerie Hunter-Kelly & the Air Assault Team August 2007 - December 2007
Yokogawa Electric Cooperation September 2005 - June 2007
Gillmeister Roofing September 2003 - July 2005
BB&T Capital Markets July 2000 - May 2003
Education
Austin Peay State University 2008 — 2012
MA, Corporate Communications
Hampton University 1999 — 2003
Bachelor of Science, Management
Hampton University 1999 — 2003
Bachelor of Science, Economics
Self Employed/ Various Clients June 2010 - Present
Rivers of Living Water Healing Ministries June 2010 - Present
Freudenberg Filtration Technologies February 2008 - April 2010
Keller Williams Realty- Valerie Hunter-Kelly & the Air Assault Team August 2007 - December 2007
Yokogawa Electric Cooperation September 2005 - June 2007
Gillmeister Roofing September 2003 - July 2005
BB&T Capital Markets July 2000 - May 2003
Education
Austin Peay State University 2008 — 2012
MA, Corporate Communications
Hampton University 1999 — 2003
Bachelor of Science, Management
Hampton University 1999 — 2003
Bachelor of Science, Economics
Corey Benjamin, CFA Corey Benjamin, CFA's BB&T Capital Markets Experience 2007 - March 2010
Job Investment Banking Director at Harris Williams & Co.
Industry Investment Banking
Experience
Harris Williams & Co. June 2010 - Present
BB&T Capital Markets 2007 - March 2010
Circuit City Stores, Inc. January 2006 - March 2007
Morgan Stanley March 2004 - January 2006
Bear Stearns July 2001 - February 2004
Skills
Mergers & Acquisitions, Firm Valuation, Equity Research, Financial Modeling, Investment Banking, Corporate Finance, Private Equity, Due Diligence, LBO, Financial Analysis, Corporate Development, Equities, Investments, Capital Markets, DCF, Hedge Funds, Business Valuation
Education
Duke University - The Fuqua School of Business 2009 — 2010
MBA
University of Virginia 1997 — 2001
Bachelor of Arts, Economics and Government
Harris Williams & Co. June 2010 - Present
BB&T Capital Markets 2007 - March 2010
Circuit City Stores, Inc. January 2006 - March 2007
Morgan Stanley March 2004 - January 2006
Bear Stearns July 2001 - February 2004
Skills
Mergers & Acquisitions, Firm Valuation, Equity Research, Financial Modeling, Investment Banking, Corporate Finance, Private Equity, Due Diligence, LBO, Financial Analysis, Corporate Development, Equities, Investments, Capital Markets, DCF, Hedge Funds, Business Valuation
Education
Duke University - The Fuqua School of Business 2009 — 2010
MBA
University of Virginia 1997 — 2001
Bachelor of Arts, Economics and Government
Deb Gellman Deb Gellman's BB&T Capital Markets Experience December 2011 - Present
Job Senior Vice President at BB&T Capital Markets
Industry Financial Services
Experience
BB&T Capital Markets December 2011 - Present
MF Global February 2010 - November 2011
AIG Investments 2001 - February 2010
Prescient Securities, LLC 2000 - 2001
Bloomberg March 1997 - August 1999
RW Pressprich 1995 - 1997
Nat West June 1985 - June 1994
Skills
Capital Markets, Fixed Income, Bloomberg, Investments, Bonds, Series 7, Securities, Investment Management, Portfolio Management, Trading, Asset Management, Investment Advisory, Finance, Financial Services
Education
Cornell University - Johnson Graduate School of Management 1980 — 1982
MBA, Finance
Stony Brook University 1978 — 1979
MA, Mathematics Education
Cornell University 1971 — 1975
BS, Chemistry/Math Education
BB&T Capital Markets December 2011 - Present
MF Global February 2010 - November 2011
AIG Investments 2001 - February 2010
Prescient Securities, LLC 2000 - 2001
Bloomberg March 1997 - August 1999
RW Pressprich 1995 - 1997
Nat West June 1985 - June 1994
Skills
Capital Markets, Fixed Income, Bloomberg, Investments, Bonds, Series 7, Securities, Investment Management, Portfolio Management, Trading, Asset Management, Investment Advisory, Finance, Financial Services
Education
Cornell University - Johnson Graduate School of Management 1980 — 1982
MBA, Finance
Stony Brook University 1978 — 1979
MA, Mathematics Education
Cornell University 1971 — 1975
BS, Chemistry/Math Education
Kirk Du Plessis's BB&T Capital Markets Experience 2007 - 2008
Job
Industry Financial Services
Experience
Option Alpha March 2007 - Present
MVB Mortgage December 2013 - May 2015
Residential Finance July 2013 - December 2013
George Mason Mortgage August 2009 - July 2013
BB&T Capital Markets 2007 - 2008
Deutsche Bank Securities 2006 - 2007
Skills
Investments, Portfolio Management, Options, Investment Banking, Equities, Valuation, Risk Management, Financial Analysis, Derivatives, Financial Markets, Trading, Equity Research, Financial Modeling, Corporate Finance, Options Strategies, Entrepreneurship, Hedge Funds, Trading Strategies, Investment Properties, Investment Strategies, Strategic Financial..., Stock Trading, Real Estate Financing, Real Estate Investor, Market Analysis, Financial Planning, Options Pricing, Real Estate Investment, Real Estate Finance
Education
University of Virginia 2006 — 2008
Bachelors of Science, Finance
Indiana University of Pennsylvania 2004 — 2006
Finance, Business Management
Option Alpha March 2007 - Present
MVB Mortgage December 2013 - May 2015
Residential Finance July 2013 - December 2013
George Mason Mortgage August 2009 - July 2013
BB&T Capital Markets 2007 - 2008
Deutsche Bank Securities 2006 - 2007
Skills
Investments, Portfolio Management, Options, Investment Banking, Equities, Valuation, Risk Management, Financial Analysis, Derivatives, Financial Markets, Trading, Equity Research, Financial Modeling, Corporate Finance, Options Strategies, Entrepreneurship, Hedge Funds, Trading Strategies, Investment Properties, Investment Strategies, Strategic Financial..., Stock Trading, Real Estate Financing, Real Estate Investor, Market Analysis, Financial Planning, Options Pricing, Real Estate Investment, Real Estate Finance
Education
University of Virginia 2006 — 2008
Bachelors of Science, Finance
Indiana University of Pennsylvania 2004 — 2006
Finance, Business Management
Megan Mayhugh Arth's BB&T Capital Markets Experience August 1997 - August 1999
Job Partner Chief People Officer at Dealer Tire
Industry Automotive
Experience
Dealer Tire August 2015 - Present
Bridgewater Associates April 2014 - May 2015
Bridgewater Associates May 2011 - April 2014
PNC January 2009 - April 2011
National City Bank January 2008 - December 2008
National City Bank May 2007 - December 2007
McKinsey & Company November 2001 - May 2007
BB&T Capital Markets August 1997 - August 1999
McDonald Investments August 1995 - July 1997
Skills
Talent Acquisition, Onboarding, Succession Planning, Talent Management, Leadership Development, Applicant Tracking..., Change Management, Organizational..., Performance Management, Program Management, Workforce Planning, Human Resources
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1999 — 2001
MBA
Amherst College 1991 — 1995
BS, Psychology
Dealer Tire August 2015 - Present
Bridgewater Associates April 2014 - May 2015
Bridgewater Associates May 2011 - April 2014
PNC January 2009 - April 2011
National City Bank January 2008 - December 2008
National City Bank May 2007 - December 2007
McKinsey & Company November 2001 - May 2007
BB&T Capital Markets August 1997 - August 1999
McDonald Investments August 1995 - July 1997
Skills
Talent Acquisition, Onboarding, Succession Planning, Talent Management, Leadership Development, Applicant Tracking..., Change Management, Organizational..., Performance Management, Program Management, Workforce Planning, Human Resources
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1999 — 2001
MBA
Amherst College 1991 — 1995
BS, Psychology
Vernon Plack's BB&T Capital Markets Experience August 1999 - Present
Job Director of Research at BB&T Capital Markets
Industry Capital Markets
Experience
BB&T Capital Markets August 1999 - Present
Education
Campbell University, Lundy-Fetterman School of Business 1987 — 1989
Master of Business Administration (M.B.A.)
United States Military Academy at West Point 1981 — 1985
Bachelor’s Degree, Mechanical Engineering and Managmement
BB&T Capital Markets August 1999 - Present
Education
Campbell University, Lundy-Fetterman School of Business 1987 — 1989
Master of Business Administration (M.B.A.)
United States Military Academy at West Point 1981 — 1985
Bachelor’s Degree, Mechanical Engineering and Managmement
William Chamberlin's BB&T Capital Markets Experience July 2015 - Present
Job Investment Banker Analyst Intern at BB&T Capital Markets
Industry Financial Services
Experience
BB&T Capital Markets July 2015 - Present
Streak Media LLC February 2012 - May 2015
BB&T Capital Markets June 2014 - August 2014
Barclays Wealth and Investment Management October 2013 - November 2013
E.S. Schwartz & Company, Inc May 2013 - August 2013
Skills
Financial Analysis, Microsoft Excel, Visual Basic, Financial Modeling, Valuation, Corporate Finance, Investment Banking, M&A analysis, Financial Statement..., Capital Markets, Portfolio Management, Finance
Education
Boston College 2011 — 2015
Bachelor of Science (B.S.), Finance & Economics
BB&T Capital Markets July 2015 - Present
Streak Media LLC February 2012 - May 2015
BB&T Capital Markets June 2014 - August 2014
Barclays Wealth and Investment Management October 2013 - November 2013
E.S. Schwartz & Company, Inc May 2013 - August 2013
Skills
Financial Analysis, Microsoft Excel, Visual Basic, Financial Modeling, Valuation, Corporate Finance, Investment Banking, M&A analysis, Financial Statement..., Capital Markets, Portfolio Management, Finance
Education
Boston College 2011 — 2015
Bachelor of Science (B.S.), Finance & Economics
Caitlin Erwin Caitlin Erwin's BB&T Capital Markets Experience May 2015 - Present
Job Interest Rate Derivatives Analyst at BB&T Capital Markets
Industry Banking
Experience
BB&T Capital Markets May 2015 - Present
BB&T October 2013 - Present
BB&T September 2012 - October 2013
BB&T January 2012 - September 2012
Alpha Delta Pi Sorority November 2009 - January 2011
UBS September 2010 - December 2010
Merrill Lynch May 2010 - August 2010
Skills
Social Media, Microsoft Office, PowerPoint, Public Speaking, Finance, Financial Analysis, Portfolio Management, Leadership, Customer Service, Loans
Education
Furman University 2007 — 2011
Bachelor of Arts, Business Administration
Consortium Institute of Management and Business Administration (CIMBA) 2009 — 2009
Business, Economics
BB&T Capital Markets May 2015 - Present
BB&T October 2013 - Present
BB&T September 2012 - October 2013
BB&T January 2012 - September 2012
Alpha Delta Pi Sorority November 2009 - January 2011
UBS September 2010 - December 2010
Merrill Lynch May 2010 - August 2010
Skills
Social Media, Microsoft Office, PowerPoint, Public Speaking, Finance, Financial Analysis, Portfolio Management, Leadership, Customer Service, Loans
Education
Furman University 2007 — 2011
Bachelor of Arts, Business Administration
Consortium Institute of Management and Business Administration (CIMBA) 2009 — 2009
Business, Economics
Jesse Guzman's BB&T Capital Markets Experience April 2011 - April 2013
Job Summer Senior Associate Strategist at Prophet
Industry Management Consulting
Experience
Prophet June 2015 - Present
Global Mamas September 2013 - April 2014
BB&T Capital Markets April 2011 - April 2013
TorreyCove Capital Partners LLC November 2010 - April 2011
HT Restaurant Group October 2009 - May 2010
TorreyCove Capital Partners LLC July 2007 - October 2009
Paragon Prime Funding, Coldwell Banker Corp January 2007 - May 2007
Skills
CFA Level I, Series 63, Series 79, Valuation, Financial Modeling, Investment Banking, Market Research, Private Equity, Due Diligence, Entrepreneurship, Mergers, Corporate Finance, Bloomberg, Equity Valuation, Financial Analysis, Capital IQ, Private Placements, Divestitures, Financial Statement..., Industry Research, Market Analysis, LBO, Investments, Venture Capital, Mergers & Acquisitions, Strategy, Management Consulting, Portfolio Management
Education
University of California, Berkeley, Haas School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
University at Albany, SUNY 2003 — 2007
Bachelors of Science, Business Administration; Finance and Marketing
Duke University - The Fuqua School of Business 2002 — 2002
Business Management and Entrepreneurship
University of the Sunshine Coast
International Business and Entrepreneurship
Prophet June 2015 - Present
Global Mamas September 2013 - April 2014
BB&T Capital Markets April 2011 - April 2013
TorreyCove Capital Partners LLC November 2010 - April 2011
HT Restaurant Group October 2009 - May 2010
TorreyCove Capital Partners LLC July 2007 - October 2009
Paragon Prime Funding, Coldwell Banker Corp January 2007 - May 2007
Skills
CFA Level I, Series 63, Series 79, Valuation, Financial Modeling, Investment Banking, Market Research, Private Equity, Due Diligence, Entrepreneurship, Mergers, Corporate Finance, Bloomberg, Equity Valuation, Financial Analysis, Capital IQ, Private Placements, Divestitures, Financial Statement..., Industry Research, Market Analysis, LBO, Investments, Venture Capital, Mergers & Acquisitions, Strategy, Management Consulting, Portfolio Management
Education
University of California, Berkeley, Haas School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
University at Albany, SUNY 2003 — 2007
Bachelors of Science, Business Administration; Finance and Marketing
Duke University - The Fuqua School of Business 2002 — 2002
Business Management and Entrepreneurship
University of the Sunshine Coast
International Business and Entrepreneurship
Chad Greenholtz's BB&T Capital Markets Experience June 2011 - October 2013
Job Municipal Marketing & Trading
Industry Financial Services
Experience
RBC Wealth Management November 2013 - Present
BB&T Capital Markets June 2011 - October 2013
Drug Enforcement Administration March 2010 - June 2011
Skills
Market Research, Fixed Income Portfolio..., Fixed Income Analysis, Fixed Income, Municipal Bonds, Corporate Finance, Bloomberg Terminal, Series 7, Bloomberg, Series 63, Capital Markets, Portfolio Management, Options, Bonds, Financial Analysis, Economics, Relationship Management, Finance, Structured Products, Securities, Asset Allocation, FINRA, Financial Markets, Trading, Series 24, High Yield, PowerPoint, Investment Advisory
Education
Boston University 2012 — 2014
Master of Science (M.S.), Banking and Financial Services Management
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2011
Bachelor's degree, Criminal Justice, Sociology, Psychology
RBC Wealth Management November 2013 - Present
BB&T Capital Markets June 2011 - October 2013
Drug Enforcement Administration March 2010 - June 2011
Skills
Market Research, Fixed Income Portfolio..., Fixed Income Analysis, Fixed Income, Municipal Bonds, Corporate Finance, Bloomberg Terminal, Series 7, Bloomberg, Series 63, Capital Markets, Portfolio Management, Options, Bonds, Financial Analysis, Economics, Relationship Management, Finance, Structured Products, Securities, Asset Allocation, FINRA, Financial Markets, Trading, Series 24, High Yield, PowerPoint, Investment Advisory
Education
Boston University 2012 — 2014
Master of Science (M.S.), Banking and Financial Services Management
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2011
Bachelor's degree, Criminal Justice, Sociology, Psychology
Vinod Nimmagadda Vinod Nimmagadda's BB&T Capital Markets Experience June 2014 - July 2015
Job Investment Banking Analyst at Jefferies
Industry Investment Banking
Experience
Jefferies June 2015 - Present
BB&T Capital Markets June 2014 - July 2015
Columbia University September 2013 - May 2014
BB&T Capital Markets June 2013 - August 2013
Campbell and Company May 2012 - September 2012
National Institute on Aging (NIA) June 2009 - September 2009
National Institute on Aging (NIA) June 2008 - September 2008
Skills
Valuation, Mergers & Acquisitions, Financial Economics, HTML, Java, Computer Science, PowerPoint, Microsoft Word, Microsoft Office, Matlab, Microsoft Excel, SQL, PHP, Stata, Data Analysis, Automotive, Financial Analysis, Financial Modeling, Competitive Analysis
Education
Columbia University in the City of New York 2010 — 2014
Bachelor of Arts (B.A.), Financial Economics
River Hill High School 2006 — 2010
High School Diploma, High School
Jefferies June 2015 - Present
BB&T Capital Markets June 2014 - July 2015
Columbia University September 2013 - May 2014
BB&T Capital Markets June 2013 - August 2013
Campbell and Company May 2012 - September 2012
National Institute on Aging (NIA) June 2009 - September 2009
National Institute on Aging (NIA) June 2008 - September 2008
Skills
Valuation, Mergers & Acquisitions, Financial Economics, HTML, Java, Computer Science, PowerPoint, Microsoft Word, Microsoft Office, Matlab, Microsoft Excel, SQL, PHP, Stata, Data Analysis, Automotive, Financial Analysis, Financial Modeling, Competitive Analysis
Education
Columbia University in the City of New York 2010 — 2014
Bachelor of Arts (B.A.), Financial Economics
River Hill High School 2006 — 2010
High School Diploma, High School
Norman Wetmore Norman Wetmore's BB&T Capital Markets Experience January 2006 - March 2015
Job CEO Nouriel's EconoMonitor
Industry Real Estate
Experience
EconoMonitor,LLC July 2015 - Present
The Kensington Group, LLC January 2000 - Present
BB&T Capital Markets January 2006 - March 2015
Bergen Capital, Inc. February 1998 - January 2006
Gilmore Securities August 1995 - February 1999
Skills
Customer Service, Risk Management, Investment Banking, New Business Development, Business Strategy, Portfolio Management, Strategic Planning, Banking, Business Development, Sales Management, Capital Markets, Coaching, Marketing Strategy, Social Media Marketing, Project Management, Finance
Education
Auburn University, College of Business
MAcc
Baruch College, City University of New York (CUNY)
Bachelor’s Degree, Accounting
EconoMonitor,LLC July 2015 - Present
The Kensington Group, LLC January 2000 - Present
BB&T Capital Markets January 2006 - March 2015
Bergen Capital, Inc. February 1998 - January 2006
Gilmore Securities August 1995 - February 1999
Skills
Customer Service, Risk Management, Investment Banking, New Business Development, Business Strategy, Portfolio Management, Strategic Planning, Banking, Business Development, Sales Management, Capital Markets, Coaching, Marketing Strategy, Social Media Marketing, Project Management, Finance
Education
Auburn University, College of Business
MAcc
Baruch College, City University of New York (CUNY)
Bachelor’s Degree, Accounting
Michael Riskind Michael Riskind's BB&T Capital Markets Experience June 2013 - October 2014
Job Founder & CEO at Highwood Estate Capital LLC
Industry Investment Banking
Experience
Highwood Estate Capital LLC November 2014 - Present
BB&T Capital Markets June 2013 - October 2014
KeyBanc Capital Markets March 2004 - October 2012
UBS Investment Bank August 2000 - March 2004
Skills
Investment Banking, Equities, Capital Markets, Bloomberg, Fixed Income, Valuation, Trading, Hedge Funds, Series 7, Equity Trading, Equity Research, Alternative Investments, Asset Allocation, Equity Sales, Asset Management, Corporate Finance, Equity Valuation, Financial Analysis, Financial Markets, Financial Services, Investments, Mutual Funds, Securities, Series 63, Team Leadership
Education
Northwestern University - Kellogg School of Management 1997 — 2000
Master of Business Administration (M.B.A.), Finance, Marketing
Cornell University 1989 — 1993
Bachelor of Arts (BA), Government, International Relations
Choate Rosemary Hall 1986 — 1989
Highwood Estate Capital LLC November 2014 - Present
BB&T Capital Markets June 2013 - October 2014
KeyBanc Capital Markets March 2004 - October 2012
UBS Investment Bank August 2000 - March 2004
Skills
Investment Banking, Equities, Capital Markets, Bloomberg, Fixed Income, Valuation, Trading, Hedge Funds, Series 7, Equity Trading, Equity Research, Alternative Investments, Asset Allocation, Equity Sales, Asset Management, Corporate Finance, Equity Valuation, Financial Analysis, Financial Markets, Financial Services, Investments, Mutual Funds, Securities, Series 63, Team Leadership
Education
Northwestern University - Kellogg School of Management 1997 — 2000
Master of Business Administration (M.B.A.), Finance, Marketing
Cornell University 1989 — 1993
Bachelor of Arts (BA), Government, International Relations
Choate Rosemary Hall 1986 — 1989
Cynthia Wadkinson Cynthia Wadkinson's BB&T Capital Markets Experience 1997 - 2000
Job
Industry Financial Services
Experience
Suntrust investment Services, Inc January 2013 - June 2014
Wells Fargo Advisors, LLC February 2008 - January 2013
Edward Jones 2001 - 2008
BB&T Capital Markets 1997 - 2000
Education
Adelphi University 1982 — 1983
Paralegal Certification - Litigation
State University of New York at Stony Brook 1980 — 1982
BA with Honors
Suntrust investment Services, Inc January 2013 - June 2014
Wells Fargo Advisors, LLC February 2008 - January 2013
Edward Jones 2001 - 2008
BB&T Capital Markets 1997 - 2000
Education
Adelphi University 1982 — 1983
Paralegal Certification - Litigation
State University of New York at Stony Brook 1980 — 1982
BA with Honors
Andy McEnroe's BB&T Capital Markets Experience July 2008 - June 2015
Job Vice President at Raymond James & Associates
Industry Investment Banking
Experience
Raymond James Financial, Inc. June 2015 - Present
First Team Broadcasting September 2008 - August 2015
BB&T Capital Markets July 2008 - June 2015
91.5 FM WLUR September 2005 - June 2008
JPMorgan June 2007 - September 2007
Office of Congressman Michael N. Castle May 2006 - September 2006
Skills
Financial Modeling, Valuation, Due Diligence, Mergers & Acquisitions, Analysis, Corporate Finance, Investment Banking, Broadcast Journalism, Radio Broadcasting, M&A experience, Microsoft Excel, Business Strategy, Investments, Series 7, Capital Markets, Mergers, Equities, Equity Valuation, Divestitures, Acquisitions, Financial Analysis, Private Equity, Finance, Portfolio Management, Venture Capital, Management, DCF, Banking, Entrepreneurship, IPO, Equity Research, Economics, Asset Management, Business Valuation, Excel, Web Broadcasting, Live Broadcast, Corporate Development, LBO, Bloomberg, Capital Raising
Education
Columbia University - Columbia Business School 2014 — 2015
Master of Business Administration (M.B.A.)
Washington and Lee University 2004 — 2008
BA, Economics & Politics
Wilmington Friends School 1990 — 2004
High School Diploma
Raymond James Financial, Inc. June 2015 - Present
First Team Broadcasting September 2008 - August 2015
BB&T Capital Markets July 2008 - June 2015
91.5 FM WLUR September 2005 - June 2008
JPMorgan June 2007 - September 2007
Office of Congressman Michael N. Castle May 2006 - September 2006
Skills
Financial Modeling, Valuation, Due Diligence, Mergers & Acquisitions, Analysis, Corporate Finance, Investment Banking, Broadcast Journalism, Radio Broadcasting, M&A experience, Microsoft Excel, Business Strategy, Investments, Series 7, Capital Markets, Mergers, Equities, Equity Valuation, Divestitures, Acquisitions, Financial Analysis, Private Equity, Finance, Portfolio Management, Venture Capital, Management, DCF, Banking, Entrepreneurship, IPO, Equity Research, Economics, Asset Management, Business Valuation, Excel, Web Broadcasting, Live Broadcast, Corporate Development, LBO, Bloomberg, Capital Raising
Education
Columbia University - Columbia Business School 2014 — 2015
Master of Business Administration (M.B.A.)
Washington and Lee University 2004 — 2008
BA, Economics & Politics
Wilmington Friends School 1990 — 2004
High School Diploma
Payton Porter Payton Porter's BB&T Capital Markets Experience January 2015 - Present
Job Equity Research Associate at BB&T Capital Markets
Industry Capital Markets
Experience
BB&T Capital Markets January 2015 - Present
BB&T July 2014 - December 2014
ING U.S. May 2013 - August 2013
Texas Capital Bank May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Management, Microsoft Word, Financial Analysis, Financial Modeling, FactSet, Bloomberg, Leadership, Communication, Equity Research, Customer Service, Research, Social Media
Education
University of Richmond - Robins School of Business 2010 — 2014
Bachelor of Science in Business Administration, Finance and Economics Concentrations, Cum Laude
ESADE Business & Law School 2012 — 2012
Coppell High School 2006 — 2010
BB&T Capital Markets January 2015 - Present
BB&T July 2014 - December 2014
ING U.S. May 2013 - August 2013
Texas Capital Bank May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Management, Microsoft Word, Financial Analysis, Financial Modeling, FactSet, Bloomberg, Leadership, Communication, Equity Research, Customer Service, Research, Social Media
Education
University of Richmond - Robins School of Business 2010 — 2014
Bachelor of Science in Business Administration, Finance and Economics Concentrations, Cum Laude
ESADE Business & Law School 2012 — 2012
Coppell High School 2006 — 2010
Hunter Brown's BB&T Capital Markets Experience June 2010 - June 2010
Job Special Assistant to the President at HampdenSydney College
Industry Education Management
Experience
Hampden-Sydney College August 2014 - Present
Hampden-Sydney College January 2012 - May 2014
Hampden-Sydney College August 2011 - May 2014
Loveland Distributing Co. Inc. July 2013 - January 2014
Boy Scouts of America June 2013 - August 2013
Walker Realty L. P. June 2006 - July 2013
McGrath Real Estate Services July 2012 - August 2012
UPS December 2011 - December 2011
BB&T Capital Markets June 2010 - June 2010
Capital Region Airport Commission June 2009 - July 2009
Skills
Retail, Public Speaking, Writing, Microsoft Office, Leadership, Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Research, Fundraising, Social Networking, Higher Education, Editing, Time Management, Real Estate, Budgets, Nonprofits, Facebook, Social Media Marketing, Event Planning
Education
Hampden-Sydney College 2010 — 2014
Bachelor's Degree, Economics & Commerce
London School of Economics and Political Science 2012 — 2013
General Course
St. Christopher's School
Cochrane Summer Economics Institute 2009 — 2009
Hampden-Sydney College August 2014 - Present
Hampden-Sydney College January 2012 - May 2014
Hampden-Sydney College August 2011 - May 2014
Loveland Distributing Co. Inc. July 2013 - January 2014
Boy Scouts of America June 2013 - August 2013
Walker Realty L. P. June 2006 - July 2013
McGrath Real Estate Services July 2012 - August 2012
UPS December 2011 - December 2011
BB&T Capital Markets June 2010 - June 2010
Capital Region Airport Commission June 2009 - July 2009
Skills
Retail, Public Speaking, Writing, Microsoft Office, Leadership, Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Research, Fundraising, Social Networking, Higher Education, Editing, Time Management, Real Estate, Budgets, Nonprofits, Facebook, Social Media Marketing, Event Planning
Education
Hampden-Sydney College 2010 — 2014
Bachelor's Degree, Economics & Commerce
London School of Economics and Political Science 2012 — 2013
General Course
St. Christopher's School
Cochrane Summer Economics Institute 2009 — 2009
James M. Gentile's BB&T Capital Markets Experience January 2006 - May 2007
Job Founder, Director of Research, Greenhouse Funds LP
Industry Financial Services
Experience
Greenhouse Funds LP May 2013 - Present
Newland Capital Management, LLC May 2007 - May 2013
BB&T Capital Markets January 2006 - May 2007
Sidoti & Company, LLC September 2001 - January 2006
T. Rowe Price June 2000 - September 2001
Goldman Sachs May 1999 - August 1999
Skills
Equities, Investments, Equity Research, Portfolio Management, Valuation, Financial Modeling, Hedge Funds, Asset Management, Capital Markets, Series 7
Education
Boston College 1996 — 2000
Bachelor of Science (BS), Finance/Philosophy
Greenhouse Funds LP May 2013 - Present
Newland Capital Management, LLC May 2007 - May 2013
BB&T Capital Markets January 2006 - May 2007
Sidoti & Company, LLC September 2001 - January 2006
T. Rowe Price June 2000 - September 2001
Goldman Sachs May 1999 - August 1999
Skills
Equities, Investments, Equity Research, Portfolio Management, Valuation, Financial Modeling, Hedge Funds, Asset Management, Capital Markets, Series 7
Education
Boston College 1996 — 2000
Bachelor of Science (BS), Finance/Philosophy
Laura Zorn's BB&T Capital Markets Experience November 2014 - Present
Job Administrative Assistant at BB&T Capital Markets
Industry Construction
Experience
BB&T Capital Markets November 2014 - Present
Conneely Contracting January 2014 - November 2014
Stop & Shop June 2009 - December 2013
American Red Cross September 2011 - December 2011
Hawk Inn & Mountain Resort May 2010 - August 2010
Town of Simsbury January 2009 - January 2009
Skills
Social Media, Leadership, Microsoft Office, Organizational..., Customer Service, Problem Solving, Event Planning, Communication, PowerPoint, Microsoft Excel, Microsoft Word, Management, Social Networking, Time Management, Salesforce.com, Capital IQ
Education
Endicott College 2008 — 2012
Bachelor's degree, Business Administration and Management, Hospitality and Tourism minor
Florence University of the Arts 2011 — 2011
Business Administration and Management, Hospitality Management
Simsbury High School
BB&T Capital Markets November 2014 - Present
Conneely Contracting January 2014 - November 2014
Stop & Shop June 2009 - December 2013
American Red Cross September 2011 - December 2011
Hawk Inn & Mountain Resort May 2010 - August 2010
Town of Simsbury January 2009 - January 2009
Skills
Social Media, Leadership, Microsoft Office, Organizational..., Customer Service, Problem Solving, Event Planning, Communication, PowerPoint, Microsoft Excel, Microsoft Word, Management, Social Networking, Time Management, Salesforce.com, Capital IQ
Education
Endicott College 2008 — 2012
Bachelor's degree, Business Administration and Management, Hospitality and Tourism minor
Florence University of the Arts 2011 — 2011
Business Administration and Management, Hospitality Management
Simsbury High School
Ashley Beuchel Ashley Beuchel's BB&T Capital Markets Experience July 2014 - August 2015
Job Investment Banking Analyst at William Blair & Company
Industry Investment Banking
Experience
William Blair & Company August 2015 - Present
BB&T Capital Markets July 2014 - August 2015
BB&T Capital Markets June 2013 - August 2013
Indiana Department of Child Services June 2012 - August 2012
Skills
Valuation, Financial Modeling, Microsoft Excel, Microsoft Word, PowerPoint, Spanish, Event Planning, Social Media, Finance, Economics
Education
The College of William and Mary 2010 — 2014
Bachelor of Business Administration (BBA), Finance, Economics minor, Cum Laude
Budapesti Corvinus Egyetem 2011 — 2011
International Marketing, International Finance
Brebeuf Jesuit Preparatory School 2006 — 2010
William Blair & Company August 2015 - Present
BB&T Capital Markets July 2014 - August 2015
BB&T Capital Markets June 2013 - August 2013
Indiana Department of Child Services June 2012 - August 2012
Skills
Valuation, Financial Modeling, Microsoft Excel, Microsoft Word, PowerPoint, Spanish, Event Planning, Social Media, Finance, Economics
Education
The College of William and Mary 2010 — 2014
Bachelor of Business Administration (BBA), Finance, Economics minor, Cum Laude
Budapesti Corvinus Egyetem 2011 — 2011
International Marketing, International Finance
Brebeuf Jesuit Preparatory School 2006 — 2010
Howard Glenn's BB&T Capital Markets Experience September 2006 - December 2008
Job Senior Associate at Charles Aris Inc.
Industry Staffing and Recruiting
Experience
Charles Aris Inc. January 2014 - Present
Watsi, Inc. February 2011 - October 2013
PPG Industries May 2012 - August 2012
Peace Corps March 2009 - May 2011
BB&T Capital Markets September 2006 - December 2008
Skills
Financial Analysis, Spanish, Financial Modeling, Microsoft Office, Business Development, Finance, International..., Social Entrepreneurship, Corporate Finance, Brazilian Portuguese, Hyperion Financial..., Recruiting, Executive Search, Strategy, Private Equity
Education
MOORE SCHOOL OF BUSINESS, University of South Carolina 2011 — 2013
International Master of Business Administration, Finance, Entrepreneurship
Fundação Getulio Vargas / FGV 2012 — 2012
North Carolina State University 2004 — 2008
Bachelor of Science, Business Administration, FInance and Spanish
Woodberry Forest 2000 — 2004
Charles Aris Inc. January 2014 - Present
Watsi, Inc. February 2011 - October 2013
PPG Industries May 2012 - August 2012
Peace Corps March 2009 - May 2011
BB&T Capital Markets September 2006 - December 2008
Skills
Financial Analysis, Spanish, Financial Modeling, Microsoft Office, Business Development, Finance, International..., Social Entrepreneurship, Corporate Finance, Brazilian Portuguese, Hyperion Financial..., Recruiting, Executive Search, Strategy, Private Equity
Education
MOORE SCHOOL OF BUSINESS, University of South Carolina 2011 — 2013
International Master of Business Administration, Finance, Entrepreneurship
Fundação Getulio Vargas / FGV 2012 — 2012
North Carolina State University 2004 — 2008
Bachelor of Science, Business Administration, FInance and Spanish
Woodberry Forest 2000 — 2004
Alex Brand, CFA Alex Brand, CFA's BB&T Capital Markets Experience April 1997 - January 2005
Job Analyst at Edmunds White Partners LLC
Industry Investment Management
Experience
Edmunds White Partners LLC October 2013 - May 2015
Pinnacle Management Partners LLC April 2013 - December 2013
SunTrust Robinson Humphrey January 2011 - February 2013
Stephens Inc. February 2005 - January 2011
BB&T Capital Markets April 1997 - January 2005
Education
Georgia State University - J. Mack Robinson College of Business 1993 — 1994
MBA, Finance
University of Richmond - Robins School of Business 1988 — 1992
B.S.B.A., Finance
Edmunds White Partners LLC October 2013 - May 2015
Pinnacle Management Partners LLC April 2013 - December 2013
SunTrust Robinson Humphrey January 2011 - February 2013
Stephens Inc. February 2005 - January 2011
BB&T Capital Markets April 1997 - January 2005
Education
Georgia State University - J. Mack Robinson College of Business 1993 — 1994
MBA, Finance
University of Richmond - Robins School of Business 1988 — 1992
B.S.B.A., Finance
Pat Mizerany Pat Mizerany's BB&T Capital Markets Experience January 2007 - August 2009
Job Finance/Strategy Manager
Industry Hospital & Health Care
Experience
Cigna-HealthSpring May 2015 - Present
Cigna-HealthSpring October 2013 - May 2015
Cigna-HealthSpring October 2012 - September 2013
ExxonMobil June 2011 - October 2012
Comdata May 2010 - August 2010
BB&T Capital Markets January 2007 - August 2009
New York Life Insurance Company July 2005 - December 2006
Skills
Financial Modeling, Cross-functional Team..., Financial Analysis, Valuation, Microsoft Excel, SQL
Education
Vanderbilt University - Owen Graduate School of Management 2009 — 2011
MBA, Finance and Accounting
Birmingham-Southern College 2000 — 2005
BS, Business Administration
Cigna-HealthSpring May 2015 - Present
Cigna-HealthSpring October 2013 - May 2015
Cigna-HealthSpring October 2012 - September 2013
ExxonMobil June 2011 - October 2012
Comdata May 2010 - August 2010
BB&T Capital Markets January 2007 - August 2009
New York Life Insurance Company July 2005 - December 2006
Skills
Financial Modeling, Cross-functional Team..., Financial Analysis, Valuation, Microsoft Excel, SQL
Education
Vanderbilt University - Owen Graduate School of Management 2009 — 2011
MBA, Finance and Accounting
Birmingham-Southern College 2000 — 2005
BS, Business Administration
Charles Tudor Charles Tudor's BB&T Capital Markets Experience May 2011 - August 2011
Job Investment Banking Analyst at StormHarbour Securities
Industry Financial Services
Experience
StormHarbour Securities May 2014 - Present
Mohanty Gargiulo August 2013 - April 2014
Caption Partners September 2012 - December 2012
CDG Group May 2012 - August 2012
BB&T Capital Markets May 2011 - August 2011
Skills
Financial Modeling, Investment Banking, Portfolio Management, Bloomberg, Valuation, Derivatives, PHP, MySQL, Microsoft Excel, Microsoft Office, PowerPoint, Corporate Finance
Education
FORDHAM UNIVERSITY, Gabelli School of Business 2011 — 2013
Bachelor of Science, Business Administration; Finance and Business Economics
Fordham University 2011 — 2013
Bachelor of Science (BS), Business Administration with concentrations in Finance and Business Economics
StormHarbour Securities May 2014 - Present
Mohanty Gargiulo August 2013 - April 2014
Caption Partners September 2012 - December 2012
CDG Group May 2012 - August 2012
BB&T Capital Markets May 2011 - August 2011
Skills
Financial Modeling, Investment Banking, Portfolio Management, Bloomberg, Valuation, Derivatives, PHP, MySQL, Microsoft Excel, Microsoft Office, PowerPoint, Corporate Finance
Education
FORDHAM UNIVERSITY, Gabelli School of Business 2011 — 2013
Bachelor of Science, Business Administration; Finance and Business Economics
Fordham University 2011 — 2013
Bachelor of Science (BS), Business Administration with concentrations in Finance and Business Economics
Gina Cocklereece Gina Cocklereece's BB&T Capital Markets Experience July 2002 - Present
Job Investment Banker at BB&T Capital Markets
Industry Investment Banking
Experience
BB&T Capital Markets July 2002 - Present
Wachovia Securities Financial Network November 1996 - March 2002
Wachovia Bank September 1993 - November 1996
Education
Guilford College 1979 — 1983
Bachelor of Science (B.S.), Business Administration
University of Virginia Darden School of Business 1989 — 1989
3 week program for young managers
BB&T Capital Markets July 2002 - Present
Wachovia Securities Financial Network November 1996 - March 2002
Wachovia Bank September 1993 - November 1996
Education
Guilford College 1979 — 1983
Bachelor of Science (B.S.), Business Administration
University of Virginia Darden School of Business 1989 — 1989
3 week program for young managers
Justin Roemer, CFA Justin Roemer, CFA's BB&T Capital Markets Experience May 2011 - Present
Job
Industry Banking
Experience
BB&T Capital Markets May 2011 - Present
Education
Amherst College 2002 — 2006
B.A., Political Science
BB&T Capital Markets May 2011 - Present
Education
Amherst College 2002 — 2006
B.A., Political Science
Brad Backus's BB&T Capital Markets Experience May 2004 - September 2004
Job Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management September 2009 - Present
Morgan Stanley Private Wealth Management August 2008 - September 2009
Morgan Stanley February 2006 - August 2008
BB&T Capital Markets May 2004 - September 2004
Skills
Portfolio Management, Financial Modeling, Equities, Fixed Income, Hedge Funds, Finance, Investment Banking, Investments, Bonds, Asset Allocation, Financial Analysis, Valuation
Education
Amherst College 2002 — 2005
BA, English
Colgate University 2001 — 2002
Morgan Stanley Private Wealth Management September 2009 - Present
Morgan Stanley Private Wealth Management August 2008 - September 2009
Morgan Stanley February 2006 - August 2008
BB&T Capital Markets May 2004 - September 2004
Skills
Portfolio Management, Financial Modeling, Equities, Fixed Income, Hedge Funds, Finance, Investment Banking, Investments, Bonds, Asset Allocation, Financial Analysis, Valuation
Education
Amherst College 2002 — 2005
BA, English
Colgate University 2001 — 2002
Robert Dreier Robert Dreier's BB&T Capital Markets Experience October 2004 - March 2010
Job Director Business Development at Bunker Hill Capital
Industry Venture Capital & Private Equity
Experience
Bunker Hill Capital April 2010 - Present
BB&T Capital Markets October 2004 - March 2010
RBC Capital Markets 1997 - 2003
Tucker Anthony Incorporated 1997 - 2003
Arthur Andersen & Co. 1989 - 1993
Skills
Mergers, LBO, Private Equity, Investment Banking, Valuation, Financial Modeling, Corporate Finance, Venture Capital, Due Diligence, Capital Markets, Corporate Development, M&A experience, Leveraged Finance, Private Placements, Divestitures, Business Valuation, Financial Analysis, Equities, Capital Raising, Alternative Investments
Education
Northwestern University - Kellogg School of Management 1995 — 1997
University of Arizona 1987 — 1989
B.S., Finance and Accounting
Bowdoin College 1984 — 1987
Bunker Hill Capital April 2010 - Present
BB&T Capital Markets October 2004 - March 2010
RBC Capital Markets 1997 - 2003
Tucker Anthony Incorporated 1997 - 2003
Arthur Andersen & Co. 1989 - 1993
Skills
Mergers, LBO, Private Equity, Investment Banking, Valuation, Financial Modeling, Corporate Finance, Venture Capital, Due Diligence, Capital Markets, Corporate Development, M&A experience, Leveraged Finance, Private Placements, Divestitures, Business Valuation, Financial Analysis, Equities, Capital Raising, Alternative Investments
Education
Northwestern University - Kellogg School of Management 1995 — 1997
University of Arizona 1987 — 1989
B.S., Finance and Accounting
Bowdoin College 1984 — 1987
Steve Keeler's BB&T Capital Markets Experience 1996 - 1997
Job Private Equity and Venture Capital Partner
Industry Legal Services
Experience
McGuireWoods LLP September 2006 - Present
Keeler Obenshain PC (now Lenhart Pettit) January 2002 - January 2006
LeClair Ryan January 1990 - January 2001
BB&T Capital Markets 1996 - 1997
Skills
Mergers & Acquisitions, Venture Capital, Private Equity, Start-ups, Entrepreneurship, Investments, Strategic Partnerships, Finance, Investment Banking, Corporate Law, Management, Equities, Acquisitions, Accounting, Negotiation, Corporate Finance, Angel Investing, Mergers, Business, Due Diligence, Financial Structuring, Portfolio Management, Joint Ventures, Business Strategy, Strategic Planning, Financial Modeling
Education
Georgetown University Law Center 1995 — 1998
LLM Taxation, Masters of Law in Taxation
University of Richmond School of Law 1983 — 1986
JD
The College of William and Mary - The Mason School of Business 1979 — 1983
BBA Accounting, Business Administration and Accounting
McGuireWoods LLP September 2006 - Present
Keeler Obenshain PC (now Lenhart Pettit) January 2002 - January 2006
LeClair Ryan January 1990 - January 2001
BB&T Capital Markets 1996 - 1997
Skills
Mergers & Acquisitions, Venture Capital, Private Equity, Start-ups, Entrepreneurship, Investments, Strategic Partnerships, Finance, Investment Banking, Corporate Law, Management, Equities, Acquisitions, Accounting, Negotiation, Corporate Finance, Angel Investing, Mergers, Business, Due Diligence, Financial Structuring, Portfolio Management, Joint Ventures, Business Strategy, Strategic Planning, Financial Modeling
Education
Georgetown University Law Center 1995 — 1998
LLM Taxation, Masters of Law in Taxation
University of Richmond School of Law 1983 — 1986
JD
The College of William and Mary - The Mason School of Business 1979 — 1983
BBA Accounting, Business Administration and Accounting
Darrell V. Hill's BB&T Capital Markets Experience April 2006 - August 2009
Job Chief Operating Officer City of Hartford
Industry Executive Office
Experience
City of Hartford April 2014 - Present
City of Norfolk May 2011 - January 2014
City of Norfolk August 2009 - May 2011
BB&T Capital Markets April 2006 - August 2009
Virginia Resources Authority May 2002 - April 2006
Davenport & Company LLC September 1998 - May 2002
Wheat, First Securities, Inc. September 1993 - September 1998
Skills
Finance, Government, Investment Banking, Real Estate, Time Management, Policy, Analysis, Economic Development, Local Government, Public Administration, Leadership, Strategy, Administration, Risk Management, Community Development, Organizational..., Team Building, Redevelopment, Legislative Relations, Municipalities, Managerial Finance, Strategic Financial..., Employee Relations
Education
Hampton University 1989 — 1993
Bachelor of Science (B.S.), Economics
City of Hartford April 2014 - Present
City of Norfolk May 2011 - January 2014
City of Norfolk August 2009 - May 2011
BB&T Capital Markets April 2006 - August 2009
Virginia Resources Authority May 2002 - April 2006
Davenport & Company LLC September 1998 - May 2002
Wheat, First Securities, Inc. September 1993 - September 1998
Skills
Finance, Government, Investment Banking, Real Estate, Time Management, Policy, Analysis, Economic Development, Local Government, Public Administration, Leadership, Strategy, Administration, Risk Management, Community Development, Organizational..., Team Building, Redevelopment, Legislative Relations, Municipalities, Managerial Finance, Strategic Financial..., Employee Relations
Education
Hampton University 1989 — 1993
Bachelor of Science (B.S.), Economics
Tyler Rollins's BB&T Capital Markets Experience February 2010 - March 2012
Job International Coverage Banker
Industry Banking
Experience
JPMorgan Chase March 2012 - Present
BB&T Capital Markets February 2010 - March 2012
Richardson July 2007 - February 2010
Executive English Publishing Corp. September 2005 - February 2010
Wachovia Capital Markets, LLC June 1991 - August 2005
Skills
Corporate Banking, International Banking, Credit Analysis, Coaching, Foreign Languages, Consultative Selling, Negotiation, Training Facilitation, Commercial Banking, Credit, Banking, Selling, Training, Business Development, Management, Financial Analysis, Trade Finance, New Business Development, Insurance, Portfolio Management, Risk Management, Strategy, Leadership, Loans, Capital Markets
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2000 — 2000
Executive Leadership Program
University of South Carolina - Darla Moore School of Business 1989 — 1991
Intl. MBA, Intl. Finance/Banking/German
Brigham Young University 1983 — 1989
B.A., Spanish, Political Science
JPMorgan Chase March 2012 - Present
BB&T Capital Markets February 2010 - March 2012
Richardson July 2007 - February 2010
Executive English Publishing Corp. September 2005 - February 2010
Wachovia Capital Markets, LLC June 1991 - August 2005
Skills
Corporate Banking, International Banking, Credit Analysis, Coaching, Foreign Languages, Consultative Selling, Negotiation, Training Facilitation, Commercial Banking, Credit, Banking, Selling, Training, Business Development, Management, Financial Analysis, Trade Finance, New Business Development, Insurance, Portfolio Management, Risk Management, Strategy, Leadership, Loans, Capital Markets
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2000 — 2000
Executive Leadership Program
University of South Carolina - Darla Moore School of Business 1989 — 1991
Intl. MBA, Intl. Finance/Banking/German
Brigham Young University 1983 — 1989
B.A., Spanish, Political Science
Alan Staggers's BB&T Capital Markets Experience July 2005 - Present
Job
Industry Investment Banking
Experience
BB&T Capital Markets July 2005 - Present
Skills
ABS, Capital Markets, Corporate Finance, Credit Analysis, Financial Analysis, Financial Modeling, Fixed Income, Investment Banking, Valuation, Structured Finance, Financial Structuring, Banking, Equity Research, Finance, Portfolio Management, Mergers & Acquisitions, Equities, Investments
Education
Wake Forest University School of Business 2001 — 2003
MBA, Finance
Davidson College 1994 — 1998
BA, Political Science
BB&T Capital Markets July 2005 - Present
Skills
ABS, Capital Markets, Corporate Finance, Credit Analysis, Financial Analysis, Financial Modeling, Fixed Income, Investment Banking, Valuation, Structured Finance, Financial Structuring, Banking, Equity Research, Finance, Portfolio Management, Mergers & Acquisitions, Equities, Investments
Education
Wake Forest University School of Business 2001 — 2003
MBA, Finance
Davidson College 1994 — 1998
BA, Political Science
Gregory Glatt's BB&T Capital Markets Experience September 2015 - Present
Job Senior Vice President at BB&T Capital Markets
Industry Financial Services
Experience
BB&T Capital Markets September 2015 - Present
Wunderlich Securities April 2014 - July 2015
Dominick & Dominick LLC August 2009 - April 2014
ThinkEquity/Panmure Gordon April 2006 - August 2009
Legg Mason 1997 - 2004
Smith Barney 1995 - 1997
Skills
Equities, Venture Capital, Management, Hedge Funds, Options, Derivatives, Series 7, Equity Trading, Alternative Investments, Capital Markets, Asset Allocation, Asset Management, Investments, Due Diligence, Fixed Income, Wealth Management, Investment Strategies, Series 24, Equity
Education
Skidmore College 1995 — 1996
MALS, Government
Albright College 1989 — 1993
Bachelor of Arts (B.A.)
BB&T Capital Markets September 2015 - Present
Wunderlich Securities April 2014 - July 2015
Dominick & Dominick LLC August 2009 - April 2014
ThinkEquity/Panmure Gordon April 2006 - August 2009
Legg Mason 1997 - 2004
Smith Barney 1995 - 1997
Skills
Equities, Venture Capital, Management, Hedge Funds, Options, Derivatives, Series 7, Equity Trading, Alternative Investments, Capital Markets, Asset Allocation, Asset Management, Investments, Due Diligence, Fixed Income, Wealth Management, Investment Strategies, Series 24, Equity
Education
Skidmore College 1995 — 1996
MALS, Government
Albright College 1989 — 1993
Bachelor of Arts (B.A.)
Ashby Price's BB&T Capital Markets Experience June 2011 - June 2014
Job Investment Advisor with 15+ years of experience
Industry Financial Services
Experience
Associate Advisor, Investment Specialist at Capstone Financial Partners June 2014 - Present
BB&T Capital Markets June 2011 - June 2014
Sterne Agee March 2010 - May 2011
Employment Transition August 2009 - March 2010
CapTrust Advisors, LLC August 2007 - August 2009
Wachovia Securities, LLC April 2004 - August 2007
Wachovia Securities, LLC March 2003 - April 2004
Wachovia Securities, LLC May 2002 - March 2003
A Golden Opportunity at St. Mary's May 2001 - May 2002
Skills
Investments, Series 7, Portfolio Management, Financial Analysis, Valuation, Financial Modeling, Due Diligence, Asset Allocation, Performance Reporting, Series 63, Investment Strategies, Risk Management, Capital Markets Analysis, Equity Research, Equities, Corporate Finance, Hedge Funds, Private Equity, Finance, Fixed Income, Analysis, Mergers & Acquisitions, Business Valuation, Capital Markets, Securities, Asset Management, Bloomberg, Financial Services, Relationship Management, Mutual Funds, Wealth Management, Financial Planning
Education
Veritas
Veritas
Veritas
Hampden-Sydney College 1997 — 2001
Bachelor of Science, Economics with a concentration in Mathematics
Virginia Commonwealth University - School of Business 2006 — 2006
N/A
St. Christopher's School 1990 — 1997
Diploma
Associate Advisor, Investment Specialist at Capstone Financial Partners June 2014 - Present
BB&T Capital Markets June 2011 - June 2014
Sterne Agee March 2010 - May 2011
Employment Transition August 2009 - March 2010
CapTrust Advisors, LLC August 2007 - August 2009
Wachovia Securities, LLC April 2004 - August 2007
Wachovia Securities, LLC March 2003 - April 2004
Wachovia Securities, LLC May 2002 - March 2003
A Golden Opportunity at St. Mary's May 2001 - May 2002
Skills
Investments, Series 7, Portfolio Management, Financial Analysis, Valuation, Financial Modeling, Due Diligence, Asset Allocation, Performance Reporting, Series 63, Investment Strategies, Risk Management, Capital Markets Analysis, Equity Research, Equities, Corporate Finance, Hedge Funds, Private Equity, Finance, Fixed Income, Analysis, Mergers & Acquisitions, Business Valuation, Capital Markets, Securities, Asset Management, Bloomberg, Financial Services, Relationship Management, Mutual Funds, Wealth Management, Financial Planning
Education
Veritas
Veritas
Veritas
Hampden-Sydney College 1997 — 2001
Bachelor of Science, Economics with a concentration in Mathematics
Virginia Commonwealth University - School of Business 2006 — 2006
N/A
St. Christopher's School 1990 — 1997
Diploma
Christopher P. Huber's BB&T Capital Markets Experience July 2015 - Present
Job MBA Candidate at University of North Carolina Kenan–Flagler Business School
Industry Venture Capital & Private Equity
Experience
BB&T Capital Markets July 2015 - Present
The Kenan-Flagler Private Equity Fund December 2013 - May 2015
Piper Jaffray May 2014 - August 2014
Peachtree Equity Partners June 2010 - July 2013
Ballast Point Ventures May 2008 - December 2008
Mangrove Equity Partners LP December 2007 - August 2008
United States Army June 2001 - June 2005
Skills
Financial Analysis, Alternative Investments, Alternative Assets, Investments, Equities, Private Equity, Financial Modeling, Investment Banking, Portfolio Management, Entrepreneurship, Finance, Strategy, Due Diligence
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2015
Master of Business Administration (MBA)
University of Tampa 2007 — 2009
B.S
Florida State University 2006 — 2006
Bloomingdale High School 1998 — 2001
Diploma
BB&T Capital Markets July 2015 - Present
The Kenan-Flagler Private Equity Fund December 2013 - May 2015
Piper Jaffray May 2014 - August 2014
Peachtree Equity Partners June 2010 - July 2013
Ballast Point Ventures May 2008 - December 2008
Mangrove Equity Partners LP December 2007 - August 2008
United States Army June 2001 - June 2005
Skills
Financial Analysis, Alternative Investments, Alternative Assets, Investments, Equities, Private Equity, Financial Modeling, Investment Banking, Portfolio Management, Entrepreneurship, Finance, Strategy, Due Diligence
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2015
Master of Business Administration (MBA)
University of Tampa 2007 — 2009
B.S
Florida State University 2006 — 2006
Bloomingdale High School 1998 — 2001
Diploma
Ogieva Guobadia's BB&T Capital Markets Experience May 2014 - August 2014
Job Vice President at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray August 2014 - Present
BB&T Capital Markets May 2014 - August 2014
BB&T Capital Markets March 2011 - April 2014
Herbert J. Sims July 2006 - March 2011
Small Business Development Center - Clark University November 2004 - May 2006
Skills
Financial Modeling, Debt, Credit, Financial Analysis, Credit Analysis, Capital Markets, Investment Banking, Fixed Income, Financial Structuring, Valuation, Bonds, Analysis
Education
Clark University 2004 — 2006
MBA/MSF, Finance
Boston College 2000 — 2004
BA, Economics
Piper Jaffray August 2014 - Present
BB&T Capital Markets May 2014 - August 2014
BB&T Capital Markets March 2011 - April 2014
Herbert J. Sims July 2006 - March 2011
Small Business Development Center - Clark University November 2004 - May 2006
Skills
Financial Modeling, Debt, Credit, Financial Analysis, Credit Analysis, Capital Markets, Investment Banking, Fixed Income, Financial Structuring, Valuation, Bonds, Analysis
Education
Clark University 2004 — 2006
MBA/MSF, Finance
Boston College 2000 — 2004
BA, Economics
Stephen Douglass's BB&T Capital Markets Experience 2006 - 2008
Job Scramble Systems | MIT Men's GTeam
Industry Higher Education
Experience
Scramble Systems LLC January 2013 - Present
Massachusetts Institute of Technology (MIT) January 2014 - Present
Young Impact LLC 2002 - December 2012
Delphos International 2009 - 2009
Blackstreet Capital Management 2008 - 2008
BB&T Capital Markets 2006 - 2008
Abington Youth Center March 1999 - June 2001
Education
Babson College - Franklin W. Olin Graduate School of Business 2010 — 2012
MBA
The College of William and Mary 2001 — 2005
Scramble Systems LLC January 2013 - Present
Massachusetts Institute of Technology (MIT) January 2014 - Present
Young Impact LLC 2002 - December 2012
Delphos International 2009 - 2009
Blackstreet Capital Management 2008 - 2008
BB&T Capital Markets 2006 - 2008
Abington Youth Center March 1999 - June 2001
Education
Babson College - Franklin W. Olin Graduate School of Business 2010 — 2012
MBA
The College of William and Mary 2001 — 2005
Stefan Lalos's BB&T Capital Markets Experience March 2000 - December 2001
Job Majestic Holding Company
Industry Information Technology and Services
Experience
Majestic Holding Company June 2011 - Present
ITSolutions January 2002 - December 2010
BB&T Capital Markets March 2000 - December 2001
Wachovia Securities June 1997 - March 2000
Keane June 1993 - August 1995
Booz Allen Hamilton September 1991 - June 1993
Andersen Consulting November 1989 - September 1991
Education
Cornell University - Johnson Graduate School of Management 1995 — 1997
MBA
Clemson University 1985 — 1989
Engineering
Majestic Holding Company June 2011 - Present
ITSolutions January 2002 - December 2010
BB&T Capital Markets March 2000 - December 2001
Wachovia Securities June 1997 - March 2000
Keane June 1993 - August 1995
Booz Allen Hamilton September 1991 - June 1993
Andersen Consulting November 1989 - September 1991
Education
Cornell University - Johnson Graduate School of Management 1995 — 1997
MBA
Clemson University 1985 — 1989
Engineering
Todd Maiden's BB&T Capital Markets Experience September 2007 - June 2009
Job Equity Research at RBC Capital Markets
Industry Research
Experience
RBC Capital Markets June 2009 - Present
BB&T Capital Markets September 2007 - June 2009
Resource Mortgage August 2005 - April 2007
Skills
Equity Research, Financial Modeling, Valuation, Bloomberg, Investment Banking, Capital Markets, Investments, Financial Analysis, Mergers & Acquisitions, Equity Valuation, Equities, DCF, Fixed Income, Asset Managment, Industry Research, Hedge Funds, Sales, Sales Management, Sales Presentations, Sales Operations, Retail Sales, Presentation Skills, Presentation Development, Presentation Coaching, Client Presentation, Presentation Design, Group Presentations, Team Management, Account Management, Event Management, Equity Capital Markets, Executive Management, Management, Portfolio Management, Strategic Planning
Education
Ferrum College 1989 — 1993
Bachelor of Science (B.S.), Business Administration and Management, Marketing
RBC Capital Markets June 2009 - Present
BB&T Capital Markets September 2007 - June 2009
Resource Mortgage August 2005 - April 2007
Skills
Equity Research, Financial Modeling, Valuation, Bloomberg, Investment Banking, Capital Markets, Investments, Financial Analysis, Mergers & Acquisitions, Equity Valuation, Equities, DCF, Fixed Income, Asset Managment, Industry Research, Hedge Funds, Sales, Sales Management, Sales Presentations, Sales Operations, Retail Sales, Presentation Skills, Presentation Development, Presentation Coaching, Client Presentation, Presentation Design, Group Presentations, Team Management, Account Management, Event Management, Equity Capital Markets, Executive Management, Management, Portfolio Management, Strategic Planning
Education
Ferrum College 1989 — 1993
Bachelor of Science (B.S.), Business Administration and Management, Marketing
Scott Fleming's BB&T Capital Markets Experience 2010 - Present
Job Senior Vice President at BB&T Capital Markets
Industry Financial Services
Experience
BB&T Capital Markets 2010 - Present
BB&T Capital Markets 2006 - 2010
BB&T Capital Markets 2003 - 2006
BB&T Capital Markets 2000 - 2003
Skills
Fixed Income, Bond Markets, Business Analysis, Institutional Sales, Financial Analysis, Written & Oral..., Capital Markets, Securities, Bloomberg, Trading, Equity Research, Valuation, Equities, Finance, Leadership, Treasury Management, Management
Education
Cornell University
Graduate Certificate in Financial Management
Virginia Commonwealth University - School of Business 1995 — 2000
Bachelor of Science (B.S.), Business Administration and Management, General, 3.97 GPA (Summa Cum Laude)
BB&T Capital Markets 2010 - Present
BB&T Capital Markets 2006 - 2010
BB&T Capital Markets 2003 - 2006
BB&T Capital Markets 2000 - 2003
Skills
Fixed Income, Bond Markets, Business Analysis, Institutional Sales, Financial Analysis, Written & Oral..., Capital Markets, Securities, Bloomberg, Trading, Equity Research, Valuation, Equities, Finance, Leadership, Treasury Management, Management
Education
Cornell University
Graduate Certificate in Financial Management
Virginia Commonwealth University - School of Business 1995 — 2000
Bachelor of Science (B.S.), Business Administration and Management, General, 3.97 GPA (Summa Cum Laude)
Seth Einstein's BB&T Capital Markets Experience October 2012 - Present
Job Vice President Commercial Real Estate at BB&T
Industry Banking
Experience
BB&T November 2013 - Present
BB&T Capital Markets October 2012 - Present
BB&T January 2007 - Present
Education
Georgia State University - J. Mack Robinson College of Business 2011 — 2012
Master of Business Administration (MBA), Finance
University of Georgia - Terry College of Business 2001 — 2005
Business, Risk Management & Insurance
BB&T November 2013 - Present
BB&T Capital Markets October 2012 - Present
BB&T January 2007 - Present
Education
Georgia State University - J. Mack Robinson College of Business 2011 — 2012
Master of Business Administration (MBA), Finance
University of Georgia - Terry College of Business 2001 — 2005
Business, Risk Management & Insurance
Jessica Coskrey's BB&T Capital Markets Experience 2006 - Present
Job Senior Accountant at BB&T Capital Markets
Industry Accounting
Experience
BB&T Capital Markets 2006 - Present
Education
George Mason University 1994 — 1995
Virginia Commonwealth University
Business, Accounting
BB&T Capital Markets 2006 - Present
Education
George Mason University 1994 — 1995
Virginia Commonwealth University
Business, Accounting
Brian Gritt's BB&T Capital Markets Experience 2005 - 2008
Job SVP, Home Loans Credit & Operational Risk at Bank of America
Industry Capital Markets
Experience
Bank of America 2009 - Present
BB&T Capital Markets 2005 - 2008
Banc of America Securities 1999 - 2005
Banc of America Investments 1997 - 1999
Skills
Fixed Income, Capital Markets, Mortgage Lending, Loan Origination, Mortgage Banking, Loans, Banking, Structured Finance, Credit Analysis, Financial Risk, Credit, Options, Portfolio Management, Financial Structuring, Investment Banking, Bonds, Structured Products
Education
Appalachian State University 1992 — 1996
BA, Economics
Bank of America 2009 - Present
BB&T Capital Markets 2005 - 2008
Banc of America Securities 1999 - 2005
Banc of America Investments 1997 - 1999
Skills
Fixed Income, Capital Markets, Mortgage Lending, Loan Origination, Mortgage Banking, Loans, Banking, Structured Finance, Credit Analysis, Financial Risk, Credit, Options, Portfolio Management, Financial Structuring, Investment Banking, Bonds, Structured Products
Education
Appalachian State University 1992 — 1996
BA, Economics
Nicholas Fisser's BB&T Capital Markets Experience June 2006 - June 2007
Job Remedy Partners Inc.
Industry Hospital & Health Care
Experience
Remedy Partners Inc. March 2013 - Present
DoubleVision Networks, Inc June 2012 - July 2014
Tomorrow Networks April 2011 - March 2013
Remedy Systems January 2010 - February 2013
Credit Suisse June 2007 - December 2009
BB&T Capital Markets June 2006 - June 2007
Education
Boston College 2002 — 2006
BS
The Taft School 1998 — 2002
Remedy Partners Inc. March 2013 - Present
DoubleVision Networks, Inc June 2012 - July 2014
Tomorrow Networks April 2011 - March 2013
Remedy Systems January 2010 - February 2013
Credit Suisse June 2007 - December 2009
BB&T Capital Markets June 2006 - June 2007
Education
Boston College 2002 — 2006
BS
The Taft School 1998 — 2002
Justin Saltzman's BB&T Capital Markets Experience June 2008 - May 2010
Job Director, Corporate Development at MDC Partners
Industry Marketing and Advertising
Experience
MDC Partners April 2013 - Present
Credit Suisse September 2011 - April 2013
Credit Suisse May 2010 - September 2011
BB&T Capital Markets June 2008 - May 2010
Skills
Investment Banking, Financial Modeling, Valuation, Bloomberg, Capital Markets, Corporate Finance, Financial Analysis, Mergers & Acquisitions, Corporate Development, Venture Capital, Investments, Finance, Emerging Markets, Alternative Investments, Structured Finance, Due Diligence, Equities, Private Equity, Strategy
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
The George Washington University - School of Business 2004 — 2008
B.B.A., Finance and International Business
MDC Partners April 2013 - Present
Credit Suisse September 2011 - April 2013
Credit Suisse May 2010 - September 2011
BB&T Capital Markets June 2008 - May 2010
Skills
Investment Banking, Financial Modeling, Valuation, Bloomberg, Capital Markets, Corporate Finance, Financial Analysis, Mergers & Acquisitions, Corporate Development, Venture Capital, Investments, Finance, Emerging Markets, Alternative Investments, Structured Finance, Due Diligence, Equities, Private Equity, Strategy
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
The George Washington University - School of Business 2004 — 2008
B.B.A., Finance and International Business
Sam Shirey's BB&T Capital Markets Experience 1996 - Present
Job Managing Director at BB&T Capital Markets
Industry Capital Markets
Experience
BB&T Capital Markets 1996 - Present
Wachovia Securities 1996 - 2005
KPMG 1991 - 1996
Skills
Investment Banking, Capital Markets, Structured Products, Debt, Private Placements, Corporate Finance
Education
James Madison University - College of Business 1986 — 1990
BBA, Finance and Accounting
BB&T Capital Markets 1996 - Present
Wachovia Securities 1996 - 2005
KPMG 1991 - 1996
Skills
Investment Banking, Capital Markets, Structured Products, Debt, Private Placements, Corporate Finance
Education
James Madison University - College of Business 1986 — 1990
BBA, Finance and Accounting
Robert Lendino's BB&T Capital Markets Experience Assistant General CounselBank of America1994 - 2002
Job SVP at BB&T Capital Markets
Industry Banking
Experience
BB&T Capital Markets Assistant General CounselBank of America1994 - 2002
Bank of America - Charlotte 1994 - 2002
Skills
Capital Markets, Investment Banking, Structured Finance, Fixed Income, Derivatives, Portfolio Management, Securities, Banking, Equities, Risk Management
Education
Fordham University School of Law
BB&T Capital Markets Assistant General CounselBank of America1994 - 2002
Bank of America - Charlotte 1994 - 2002
Skills
Capital Markets, Investment Banking, Structured Finance, Fixed Income, Derivatives, Portfolio Management, Securities, Banking, Equities, Risk Management
Education
Fordham University School of Law
Michael Cardani's BB&T Capital Markets Experience June 2005 - September 2005
Job Associate at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities April 2014 - Present
Ally Financial Inc. January 2012 - April 2014
Ally Financial Inc. November 2009 - January 2012
Banc of America Securities August 2007 - November 2009
BB&T Capital Markets June 2005 - September 2005
Skills
Capital Markets, Bloomberg, Fixed Income, Investment Banking, Credit Analysis, Financial Modeling, Derivatives, Valuation, Loan Origination, Bonds, Portfolio Management, Credit
Education
East Carolina University 2002 — 2006
Bacheler of Science, Finance
East Carolina University 2002 — 2006
Bachelor of Science, Finance, General
Wells Fargo Securities April 2014 - Present
Ally Financial Inc. January 2012 - April 2014
Ally Financial Inc. November 2009 - January 2012
Banc of America Securities August 2007 - November 2009
BB&T Capital Markets June 2005 - September 2005
Skills
Capital Markets, Bloomberg, Fixed Income, Investment Banking, Credit Analysis, Financial Modeling, Derivatives, Valuation, Loan Origination, Bonds, Portfolio Management, Credit
Education
East Carolina University 2002 — 2006
Bacheler of Science, Finance
East Carolina University 2002 — 2006
Bachelor of Science, Finance, General
Kent Payne's BB&T Capital Markets Experience September 2004 - March 2008
Job First Vice President, SB Value Partners
Industry Capital Markets
Experience
SB Value Partners, L.P. September 2014 - Present
Bank of Oklahoma March 2010 - September 2014
K.O. Development LLC March 2008 - December 2009
BB&T Capital Markets September 2004 - March 2008
Morgan Keegan July 2002 - September 2004
Edward Jones January 2000 - January 2002
Champion Technologies January 1992 - January 1998
Skills
Fixed Income, Capital Markets, Investments, Financial Modeling, Bonds, Trading, Business Development, Hedging, Series 7, Sales, Asset Management, Bloomberg
Education
Baylor University - Hankamer School of Business 1998 — 1999
MBA
Southwest Texas State University
BBA
SB Value Partners, L.P. September 2014 - Present
Bank of Oklahoma March 2010 - September 2014
K.O. Development LLC March 2008 - December 2009
BB&T Capital Markets September 2004 - March 2008
Morgan Keegan July 2002 - September 2004
Edward Jones January 2000 - January 2002
Champion Technologies January 1992 - January 1998
Skills
Fixed Income, Capital Markets, Investments, Financial Modeling, Bonds, Trading, Business Development, Hedging, Series 7, Sales, Asset Management, Bloomberg
Education
Baylor University - Hankamer School of Business 1998 — 1999
MBA
Southwest Texas State University
BBA
Kyle Ramm's BB&T Capital Markets Experience July 2008 - August 2010
Job Senior Associate at Gemini Investors
Industry Banking
Experience
Gemini Investors January 2012 - Present
Titan Energy New England August 2010 - January 2012
BB&T Capital Markets July 2008 - August 2010
Skills
Private Equity, Financial Modeling, Valuation, Investment Banking
Education
Babson College 2004 — 2008
Bachelor of Science, Business Management, Finance & Economics
Gemini Investors January 2012 - Present
Titan Energy New England August 2010 - January 2012
BB&T Capital Markets July 2008 - August 2010
Skills
Private Equity, Financial Modeling, Valuation, Investment Banking
Education
Babson College 2004 — 2008
Bachelor of Science, Business Management, Finance & Economics
Scott Krasik's BB&T Capital Markets Experience February 2010 - March 2014
Job Senior Equity Analyst at The Buckingham Research Group
Industry Research
Experience
The Buckingham Research Group March 2014 - Present
BB&T Capital Markets February 2010 - March 2014
C. L. King & Associates March 2002 - February 2010
Dreyfus 2000 - 2002
Skills
Equities, Equity Research, Financial Modeling, Bloomberg, Valuation, Capital Markets, Equity Valuation, Investments, Hedge Funds, Financial Analysis, Series 7, Asset Management
Education
Lehigh University 1994 — 1998
The Buckingham Research Group March 2014 - Present
BB&T Capital Markets February 2010 - March 2014
C. L. King & Associates March 2002 - February 2010
Dreyfus 2000 - 2002
Skills
Equities, Equity Research, Financial Modeling, Bloomberg, Valuation, Capital Markets, Equity Valuation, Investments, Hedge Funds, Financial Analysis, Series 7, Asset Management
Education
Lehigh University 1994 — 1998
Andrew G. Collina's BB&T Capital Markets Experience 2010 - Present
Job Managing Director at BB&T Capital Markets
Industry Investment Banking
Experience
BB&T Capital Markets 2010 - Present
Castanea Partners 2008 - October 2010
EMC Coporation June 2007 - December 2007
RBC Capital Markets January 2002 - June 2007
Tucker Anthony January 2000 - January 2002
BancBoston Robertson Stephens January 1996 - January 2000
Skills
Capital Markets, Corporate Development, Financial Modeling, Investment Banking, LBO, Mergers & Acquisitions, Private Equity, Valuation, Venture Capital
Education
Boston University Questrom School of Business 1993 — 1994
MBA
Brown University 1988 — 1992
AB, International Relations
BB&T Capital Markets 2010 - Present
Castanea Partners 2008 - October 2010
EMC Coporation June 2007 - December 2007
RBC Capital Markets January 2002 - June 2007
Tucker Anthony January 2000 - January 2002
BancBoston Robertson Stephens January 1996 - January 2000
Skills
Capital Markets, Corporate Development, Financial Modeling, Investment Banking, LBO, Mergers & Acquisitions, Private Equity, Valuation, Venture Capital
Education
Boston University Questrom School of Business 1993 — 1994
MBA
Brown University 1988 — 1992
AB, International Relations
Bruce Nimhauser's BB&T Capital Markets Experience 2001 - 2006
Job Experienced Mortgage and Collections Professional
Industry Capital Markets
Experience
Consultant May 2015 - Present
Boston Portfolio Advisors, Inc. July 2014 - March 2015
Bayview Financial October 2007 - June 2014
Sterne Agee April 2006 - August 2007
BB&T Capital Markets 2001 - 2006
Advest, Inc. 1999 - 2001
Banco Santander September 1989 - June 1994
CS First Boston 1982 - 1988
Skills
Derivatives, Loans, Due Diligence, Fixed Income, Mortgage Lending, Trading, Investments, Real Estate, Portfolio Management, Securities, ABS, Capital Markets, Residential Mortgages, Credit Analysis, Valuation, Credit, Asset Management, Risk Management
Education
Hofstra University
BBA, Finance
Consultant May 2015 - Present
Boston Portfolio Advisors, Inc. July 2014 - March 2015
Bayview Financial October 2007 - June 2014
Sterne Agee April 2006 - August 2007
BB&T Capital Markets 2001 - 2006
Advest, Inc. 1999 - 2001
Banco Santander September 1989 - June 1994
CS First Boston 1982 - 1988
Skills
Derivatives, Loans, Due Diligence, Fixed Income, Mortgage Lending, Trading, Investments, Real Estate, Portfolio Management, Securities, ABS, Capital Markets, Residential Mortgages, Credit Analysis, Valuation, Credit, Asset Management, Risk Management
Education
Hofstra University
BBA, Finance
Jack Vander Leeuw's BB&T Capital Markets Experience July 2007 - August 2010
Job M&A Principal at NeuStar, Inc.
Industry Venture Capital & Private Equity
Experience
NeuStar, Inc. September 2013 - Present
The Gladstone Companies August 2010 - August 2013
BB&T Capital Markets July 2007 - August 2010
Education
Georgetown University 2003 — 2007
NeuStar, Inc. September 2013 - Present
The Gladstone Companies August 2010 - August 2013
BB&T Capital Markets July 2007 - August 2010
Education
Georgetown University 2003 — 2007
Keith Pomroy's BB&T Capital Markets Experience March 2004 - Present
Job Vice President at BB&T Capital Markets
Industry Financial Services
Experience
BB&T Capital Markets March 2004 - Present
SNL Financial March 1994 - March 2004
Skills
Investment Banking, Editing, Capital Markets, Valuation, Financial Analysis, Due Diligence
Education
University of Virginia 1983 — 1986
MA, English
Bucknell University 1979 — 1983
BA, English
BB&T Capital Markets March 2004 - Present
SNL Financial March 1994 - March 2004
Skills
Investment Banking, Editing, Capital Markets, Valuation, Financial Analysis, Due Diligence
Education
University of Virginia 1983 — 1986
MA, English
Bucknell University 1979 — 1983
BA, English
William Horner's BB&T Capital Markets Experience January 2011 - Present
Job Associate Equity Analyst
Industry Capital Markets
Experience
BB&T Capital Markets January 2011 - Present
Stephens Inc. July 2009 - December 2010
Deloitte September 2008 - May 2009
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2008
MS, Accounting
Hampden-Sydney College 2001 — 2005
BA, Mathematical Economics
BB&T Capital Markets January 2011 - Present
Stephens Inc. July 2009 - December 2010
Deloitte September 2008 - May 2009
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2008
MS, Accounting
Hampden-Sydney College 2001 — 2005
BA, Mathematical Economics
David Folsom's BB&T Capital Markets Experience May 2001 - February 2005
Job President at Sotherly Hotels
Industry Real Estate
Experience
SoTHERLY Hotels Inc. January 2011 - Present
MHI Hospitality January 2006 - December 2010
Paragon REIT February 2005 - December 2005
BB&T Capital Markets May 2001 - February 2005
United States Marine Corps May 1987 - December 1999
Skills
Asset Managment, Valuation, Capital Markets, Financial Modeling, Mergers, Due Diligence, Investments, Real Estate
Education
Georgetown University - The McDonough School of Business 1999 — 2001
MBA, Finance
La Sorbonne 1987 — 1987
United States Naval Academy 1983 — 1987
BS
Trinity High School 1979 — 1983
SoTHERLY Hotels Inc. January 2011 - Present
MHI Hospitality January 2006 - December 2010
Paragon REIT February 2005 - December 2005
BB&T Capital Markets May 2001 - February 2005
United States Marine Corps May 1987 - December 1999
Skills
Asset Managment, Valuation, Capital Markets, Financial Modeling, Mergers, Due Diligence, Investments, Real Estate
Education
Georgetown University - The McDonough School of Business 1999 — 2001
MBA, Finance
La Sorbonne 1987 — 1987
United States Naval Academy 1983 — 1987
BS
Trinity High School 1979 — 1983
Sherwanda Cawthorn's BB&T Capital Markets Experience July 1992 - September 2006
Job Senior Public Finance Analyst at Va State Department of Treasury
Industry Government Administration
Experience
McGuireWoods LLP October 2006 - November 2007
BB&T Capital Markets July 1992 - September 2006
Skills
Leadership, Microsoft Office, Investment Banking, Public Speaking, Public Finance, Government, Policy, Program Management, Healthcare, Bonds, Nonprofits, Coaching, Analysis, Financial Analysis, Local Government, Municipalities, Securities, Fixed Income, Strategic Planning, Finance, Public Policy, Capital Markets, Series 7, Research, Bloomberg, Structured Finance, Community Outreach, Budgets, Project Management, Banking, Business Analysis, Economics, Microsoft Word, Financial Modeling, Risk Management, Quantitative Analytics, Public Budgeting
Education
Central Michigan University 2010 — 2011
Master, Public Administration
Virginia Union University 1978 — 1983
B.S., Business Administration
McGuireWoods LLP October 2006 - November 2007
BB&T Capital Markets July 1992 - September 2006
Skills
Leadership, Microsoft Office, Investment Banking, Public Speaking, Public Finance, Government, Policy, Program Management, Healthcare, Bonds, Nonprofits, Coaching, Analysis, Financial Analysis, Local Government, Municipalities, Securities, Fixed Income, Strategic Planning, Finance, Public Policy, Capital Markets, Series 7, Research, Bloomberg, Structured Finance, Community Outreach, Budgets, Project Management, Banking, Business Analysis, Economics, Microsoft Word, Financial Modeling, Risk Management, Quantitative Analytics, Public Budgeting
Education
Central Michigan University 2010 — 2011
Master, Public Administration
Virginia Union University 1978 — 1983
B.S., Business Administration
Charlie Graeub's BB&T Capital Markets Experience May 2015 - Present
Job Portfolio Risk Officer at BB&T Capital Markets
Industry Banking
Experience
BB&T Capital Markets May 2015 - Present
BB&T January 2013 - May 2015
Blue Falcon Holdings, LLC January 2010 - December 2014
BB&T May 2012 - December 2012
BB&T February 2011 - April 2012
Cary Street Partners October 2007 - December 2009
Soles Brower Smith & Co. January 2006 - September 2007
Skills
Investment Banking, Capital Markets, Financial Analysis, Valuation, Financial Modeling, Corporate Finance, Mergers, Due Diligence, Private Equity, Credit Analysis, Accounting
Education
Wake Forest University Graduate School 2013 — 2015
Master of Business Administration (M.B.A.)
Gardner-Webb University 2011 — 2013
Master's Degree, Master of Accountancy
North Carolina State University 2001 — 2005
Business Finance, Accounting
BB&T Capital Markets May 2015 - Present
BB&T January 2013 - May 2015
Blue Falcon Holdings, LLC January 2010 - December 2014
BB&T May 2012 - December 2012
BB&T February 2011 - April 2012
Cary Street Partners October 2007 - December 2009
Soles Brower Smith & Co. January 2006 - September 2007
Skills
Investment Banking, Capital Markets, Financial Analysis, Valuation, Financial Modeling, Corporate Finance, Mergers, Due Diligence, Private Equity, Credit Analysis, Accounting
Education
Wake Forest University Graduate School 2013 — 2015
Master of Business Administration (M.B.A.)
Gardner-Webb University 2011 — 2013
Master's Degree, Master of Accountancy
North Carolina State University 2001 — 2005
Business Finance, Accounting
John C. Duni's BB&T Capital Markets Experience October 2013 - May 2015
Job Senior Analyst at Matrix Capital Markets Group, Inc.
Industry Investment Banking
Experience
Matrix Capital Markets Group, Inc. June 2015 - Present
BB&T Capital Markets October 2013 - May 2015
Keiter July 2011 - October 2013
Keiter January 2011 - April 2011
Keiter June 2010 - August 2010
Education
James Madison University 2005 — 2009
Bachelor of Business Administration (BBA), Management - Technology, Innovation, Entrepreneurship
Virginia Commonwealth University - School of Business 2009 — 2010
Post-Baccalaureate Accounting Certificate, Accounting, 4.0 GPA
Matrix Capital Markets Group, Inc. June 2015 - Present
BB&T Capital Markets October 2013 - May 2015
Keiter July 2011 - October 2013
Keiter January 2011 - April 2011
Keiter June 2010 - August 2010
Education
James Madison University 2005 — 2009
Bachelor of Business Administration (BBA), Management - Technology, Innovation, Entrepreneurship
Virginia Commonwealth University - School of Business 2009 — 2010
Post-Baccalaureate Accounting Certificate, Accounting, 4.0 GPA
Kyle Braddy's BB&T Capital Markets Experience June 2004 - September 2010
Job Principal at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray March 2011 - Present
KeyBanc Capital Markets September 2010 - March 2011
BB&T Capital Markets June 2004 - September 2010
Scott & Stringfellow May 2003 - June 2004
BB&T January 2003 - May 2003
Skills
Fixed Income, Series 63, Series 7, Investments, Bonds, Securities, Asset Management, Financial Analysis
Education
Hampden-Sydney College 1998 — 2002
Bachelors, Managerial Economics
Piper Jaffray March 2011 - Present
KeyBanc Capital Markets September 2010 - March 2011
BB&T Capital Markets June 2004 - September 2010
Scott & Stringfellow May 2003 - June 2004
BB&T January 2003 - May 2003
Skills
Fixed Income, Series 63, Series 7, Investments, Bonds, Securities, Asset Management, Financial Analysis
Education
Hampden-Sydney College 1998 — 2002
Bachelors, Managerial Economics
Jack Wright's BB&T Capital Markets Experience January 2013 - June 2013
Job MINT PARTNERS Execution and Liquidity Solutions
Industry Capital Markets
Experience
MINT PARTNERS May 2015 - Present
Oppenheimer & Co. Inc. July 2014 - May 2015
KGS ALPHA CAPITAL MARKETS June 2013 - July 2014
BB&T Capital Markets January 2013 - June 2013
Intercontinental Exchange April 2009 - August 2012
Phoenix Partners January 2008 - December 2008
Credit Suisse March 2003 - November 2007
Murray Hill Properties January 2001 - March 2003
Deutsche Bank 2003 - 2003
CIBC World Markets December 1999 - December 2001
Skills
Derivatives, Hedge Funds, CDS, Fixed Income, Credit Derivatives, Equity Derivatives, Bonds, Alternative Investments, Credit, Equities, Private Equity, Structured Finance, Arbitrage, Structured Products, Capital Markets, Trading, Trading Systems, Options, Series 7, Financial Markets, Bloomberg, Electronic Trading, Swaps, High Yield, FX Options, Investment Banking, Middle Office, Interest Rate..., Series 63, Prime Brokerage, Emerging Markets
Education
Bentley University
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
Arizona State University 1992 — 1993
Deering High
MINT PARTNERS May 2015 - Present
Oppenheimer & Co. Inc. July 2014 - May 2015
KGS ALPHA CAPITAL MARKETS June 2013 - July 2014
BB&T Capital Markets January 2013 - June 2013
Intercontinental Exchange April 2009 - August 2012
Phoenix Partners January 2008 - December 2008
Credit Suisse March 2003 - November 2007
Murray Hill Properties January 2001 - March 2003
Deutsche Bank 2003 - 2003
CIBC World Markets December 1999 - December 2001
Skills
Derivatives, Hedge Funds, CDS, Fixed Income, Credit Derivatives, Equity Derivatives, Bonds, Alternative Investments, Credit, Equities, Private Equity, Structured Finance, Arbitrage, Structured Products, Capital Markets, Trading, Trading Systems, Options, Series 7, Financial Markets, Bloomberg, Electronic Trading, Swaps, High Yield, FX Options, Investment Banking, Middle Office, Interest Rate..., Series 63, Prime Brokerage, Emerging Markets
Education
Bentley University
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
Arizona State University 1992 — 1993
Deering High
John Navin's BB&T Capital Markets Experience 2003 - 2005
Job Finance and Legal Advisor, Navin Advisory
Industry Law Practice
Experience
Navin Partners 2005 - Present
BB&T Capital Markets 2003 - 2005
Barclays Capital January 2001 - September 2002
Credit Suisse March 1998 - January 2001
CIBC 1995 - 1998
Donaldson, Lufkin & Jenrette August 1991 - June 1995
The Regina Company, Inc. July 1987 - July 1991
Winthrop, Stimson, Putnam & Roberts (now Pillsbury & Winthrop) October 1984 - July 1987
Skills
Corporate Finance, Investment Banking, Restructuring, Finance, Leveraged Finance, Management, Corporate Law, Private Equity, Venture Capital, Capital Markets, Hedge Funds, Sales, Equities, Valuation, High Yield, Series 7, Bloomberg, LBO, Securities, Investments, Fixed Income, Trading
Education
Columbia University - Columbia Business School 1990 — 1991
M.B.A., Finance
Georgetown University Law Center 1981 — 1984
J.D., Law
Duke University 1977 — 1981
A.B., Economics
The Pingry School 1973 — 1977
High school
Navin Partners 2005 - Present
BB&T Capital Markets 2003 - 2005
Barclays Capital January 2001 - September 2002
Credit Suisse March 1998 - January 2001
CIBC 1995 - 1998
Donaldson, Lufkin & Jenrette August 1991 - June 1995
The Regina Company, Inc. July 1987 - July 1991
Winthrop, Stimson, Putnam & Roberts (now Pillsbury & Winthrop) October 1984 - July 1987
Skills
Corporate Finance, Investment Banking, Restructuring, Finance, Leveraged Finance, Management, Corporate Law, Private Equity, Venture Capital, Capital Markets, Hedge Funds, Sales, Equities, Valuation, High Yield, Series 7, Bloomberg, LBO, Securities, Investments, Fixed Income, Trading
Education
Columbia University - Columbia Business School 1990 — 1991
M.B.A., Finance
Georgetown University Law Center 1981 — 1984
J.D., Law
Duke University 1977 — 1981
A.B., Economics
The Pingry School 1973 — 1977
High school
Andy Yuder's BB&T Capital Markets Experience February 2004 - Present
Job Managing Director at BB&T Capital Markets
Industry Investment Banking
Experience
BB&T Capital Markets February 2004 - Present
Skills
Capital Markets, Structured Products, Structured Finance, Investment Banking, Financial Modeling, Private Equity, Fixed Income, Valuation, Hedge Funds, Portfolio Management, Investments
Education
Colgate University
Bachelor of Arts (B.A.)
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA)
BB&T Capital Markets February 2004 - Present
Skills
Capital Markets, Structured Products, Structured Finance, Investment Banking, Financial Modeling, Private Equity, Fixed Income, Valuation, Hedge Funds, Portfolio Management, Investments
Education
Colgate University
Bachelor of Arts (B.A.)
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA)
Charles Moncure's BB&T Capital Markets Experience 1993 - 1996
Job Principal at Dominion Partners, LC
Industry Investment Banking
Experience
Dominion Partners, LC July 1996 - Present
BB&T Capital Markets 1993 - 1996
Bank of America Securities 1984 - 1993
Skills
Investment Banking, Private Equity, Mergers, Investments, Capital Raising
Education
Randolph-Macon College 1979 — 1982
BS, Economics
Indiana University Bloomington 1982 — 1984
MBA, Finance
Dominion Partners, LC July 1996 - Present
BB&T Capital Markets 1993 - 1996
Bank of America Securities 1984 - 1993
Skills
Investment Banking, Private Equity, Mergers, Investments, Capital Raising
Education
Randolph-Macon College 1979 — 1982
BS, Economics
Indiana University Bloomington 1982 — 1984
MBA, Finance
Twomey John's BB&T Capital Markets Experience 2011 - June 2013
Job Executive Director at Mizuho Securities USA Inc.
Industry Investment Banking
Experience
Mizuho Securities USA Inc. June 2013 - Present
BB&T Capital Markets 2011 - June 2013
Merriman Curhan Ford & Co. 2005 - October 2010
Credit Suisse February 1994 - January 2004
Education
Iona College
BBA, Finance
Regis High School
Mizuho Securities USA Inc. June 2013 - Present
BB&T Capital Markets 2011 - June 2013
Merriman Curhan Ford & Co. 2005 - October 2010
Credit Suisse February 1994 - January 2004
Education
Iona College
BBA, Finance
Regis High School
Martha McKee's BB&T Capital Markets Experience October 1997 - Present
Job Senior VicePresident at BB&T Capital Markets
Industry Capital Markets
Experience
BB&T Capital Markets October 1997 - Present
Skills
Valuation, Investments, Capital Markets, Portfolio Management, Series 7, Fixed Income
Education
Columbia University - Graduate School of Architecture, Planning and Preservation 1982 — 1985
Master of Architecture (M.Arch.), Architecture
University of Mary Washington 1968 — 1972
BA, Philosophy
BB&T Capital Markets October 1997 - Present
Skills
Valuation, Investments, Capital Markets, Portfolio Management, Series 7, Fixed Income
Education
Columbia University - Graduate School of Architecture, Planning and Preservation 1982 — 1985
Master of Architecture (M.Arch.), Architecture
University of Mary Washington 1968 — 1972
BA, Philosophy
John Neal's BB&T Capital Markets Experience October 2008 - March 2015
Job Vice President, Client Advisor at SunTrust Private Wealth Management | Medical Specialty Group
Industry Investment Management
Experience
SunTrust Private Wealth Management Medical Specialty Group March 2015 - Present
Douglas Freeman High School February 2007 - Present
BB&T Capital Markets October 2008 - March 2015
SunTrust Bank, Private Wealth Management May 2007 - October 2008
SunTrust Bank June 2006 - May 2007
SunTrust Bank July 2005 - June 2006
Specialty Beverage, Inc. May 2004 - August 2004
Camp Virginia 1995 - 2003
Skills
Capital Markets, Series 7, Equity Valuation, Credit Analysis, Equities, Securities, Coaching, Rhetoric, Commercial Banking, Investment Advisory, Institutional Research, Institutional Investors, Team Leadership, Loans, Credit Risk, Relationship Management, Bloomberg, Team Motivation, Equity Capital Markets, Institutional Sales, Team Management, Life Insurance, Insurance
Education
Hampden-Sydney College 2001 — 2005
BS, Mathematical Economics
Collegiate School 1989 — 2001
SunTrust Private Wealth Management Medical Specialty Group March 2015 - Present
Douglas Freeman High School February 2007 - Present
BB&T Capital Markets October 2008 - March 2015
SunTrust Bank, Private Wealth Management May 2007 - October 2008
SunTrust Bank June 2006 - May 2007
SunTrust Bank July 2005 - June 2006
Specialty Beverage, Inc. May 2004 - August 2004
Camp Virginia 1995 - 2003
Skills
Capital Markets, Series 7, Equity Valuation, Credit Analysis, Equities, Securities, Coaching, Rhetoric, Commercial Banking, Investment Advisory, Institutional Research, Institutional Investors, Team Leadership, Loans, Credit Risk, Relationship Management, Bloomberg, Team Motivation, Equity Capital Markets, Institutional Sales, Team Management, Life Insurance, Insurance
Education
Hampden-Sydney College 2001 — 2005
BS, Mathematical Economics
Collegiate School 1989 — 2001
Douglas Hopek's BB&T Capital Markets Experience May 1993 - August 1995
Job Senior Vice President, Corporate Finance at City Securities Corporation
Industry Investment Banking
Experience
City Securities Corporation July 2015 - Present
Riverside Brookfield Educational Foundation September 2014 - Present
KPMG Corporate Finance LLC July 2010 - April 2015
Ronald McDonald House Charities of Chicagoland and Northwest Indiana March 2009 - May 2014
Alma College Chicago Advisory Committee 2008 - 2012
First Analysis Securities Corporation March 2000 - June 2009
RBC Capital Markets September 1999 - February 2000
Wells Fargo Securities, LLC September 1998 - August 1999
Raymond James Financial, Inc. July 1997 - August 1998
BB&T Capital Markets May 1993 - August 1995
Skills
Investment Banking, Corporate Finance, Financial Modeling, Due Diligence, Mergers & Acquisitions, Strategic Planning, Private Equity, Financial Analysis, Mergers, Fundraising, Valuation, Strategy, Venture Capital, Start-ups, Business Valuation
Education
University of Notre Dame 1995 — 1997
MBA, Finance & Tax
Alma College 1989 — 1993
BA, Finance, Political Science & Economics
City Securities Corporation July 2015 - Present
Riverside Brookfield Educational Foundation September 2014 - Present
KPMG Corporate Finance LLC July 2010 - April 2015
Ronald McDonald House Charities of Chicagoland and Northwest Indiana March 2009 - May 2014
Alma College Chicago Advisory Committee 2008 - 2012
First Analysis Securities Corporation March 2000 - June 2009
RBC Capital Markets September 1999 - February 2000
Wells Fargo Securities, LLC September 1998 - August 1999
Raymond James Financial, Inc. July 1997 - August 1998
BB&T Capital Markets May 1993 - August 1995
Skills
Investment Banking, Corporate Finance, Financial Modeling, Due Diligence, Mergers & Acquisitions, Strategic Planning, Private Equity, Financial Analysis, Mergers, Fundraising, Valuation, Strategy, Venture Capital, Start-ups, Business Valuation
Education
University of Notre Dame 1995 — 1997
MBA, Finance & Tax
Alma College 1989 — 1993
BA, Finance, Political Science & Economics
Steve Buffington's BB&T Capital Markets Experience 2010 - Present
Job Equity Capital Markets
Industry Financial Services
Experience
BB&T Capital Markets 2010 - Present
Education
Clemson University - College of Business and Behavioral Science 2005 — 2009
Economics
BB&T Capital Markets 2010 - Present
Education
Clemson University - College of Business and Behavioral Science 2005 — 2009
Economics
Sharon A. Vonwiller's BB&T Capital Markets Experience April 2005 - December 2014
Job Retired
Industry Banking
Experience
BB&T Capital Markets April 2005 - December 2014
Banc of America Securities February 1992 - September 2005
Skills
Marketing, Corporate Finance, Series 63, Options, Equity Derivatives, Structured Products, Microsoft Office, Analysis, Credit Derivatives, Equities, Valuation, Fixed Income, Trading, Asset Management, Securities, Financial Modeling, Series 7, Bloomberg, Capital Markets, Derivatives, Microsoft Word, Investments, Investment Banking, Process Improvement, Risk Management, Market Risk, Equity Research, Bonds, Strategic Planning, Equity Trading, Negotiation, Hedge Funds, PowerPoint, Microsoft Excel, Financial Analysis, Customer Service
Education
Central Piedmont Community College
International Business, Business Administration
Queens College
Trading and Wall Street Fundamentals
Winthrop University
Business Administration & International Business
BB&T Capital Markets April 2005 - December 2014
Banc of America Securities February 1992 - September 2005
Skills
Marketing, Corporate Finance, Series 63, Options, Equity Derivatives, Structured Products, Microsoft Office, Analysis, Credit Derivatives, Equities, Valuation, Fixed Income, Trading, Asset Management, Securities, Financial Modeling, Series 7, Bloomberg, Capital Markets, Derivatives, Microsoft Word, Investments, Investment Banking, Process Improvement, Risk Management, Market Risk, Equity Research, Bonds, Strategic Planning, Equity Trading, Negotiation, Hedge Funds, PowerPoint, Microsoft Excel, Financial Analysis, Customer Service
Education
Central Piedmont Community College
International Business, Business Administration
Queens College
Trading and Wall Street Fundamentals
Winthrop University
Business Administration & International Business
Sean Gleason's BB&T Capital Markets Experience May 2009 - August 2009
Job Associate at Octagon Credit Investors
Industry Financial Services
Experience
Octagon Credit Investors June 2013 - Present
Octagon Credit Investors June 2010 - June 2013
BB&T Capital Markets May 2009 - August 2009
Sports Legacy Institute October 2008 - April 2009
Utica National Insurance Group May 2008 - August 2008
Education
Babson College 2006 — 2010
B.S., Finance
Octagon Credit Investors June 2013 - Present
Octagon Credit Investors June 2010 - June 2013
BB&T Capital Markets May 2009 - August 2009
Sports Legacy Institute October 2008 - April 2009
Utica National Insurance Group May 2008 - August 2008
Education
Babson College 2006 — 2010
B.S., Finance
Bryce Humphrey's BB&T Capital Markets Experience August 2010 - June 2012
Job Associate, Equity Research Energy MLPs at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Tudor, Pickering, Holt & Co. March 2014 - November 2014
Morgan Stanley June 2013 - August 2013
BB&T Capital Markets August 2010 - June 2012
Davenport & Company LLC August 2006 - August 2010
Skills
Equity Research, Investment Banking, Financial Modeling, Asset Management, Valuation, Financial Analysis, Corporate Finance, Due Diligence, Investments, Capital Markets, Energy, Oil & Gas, Portfolio Management, Finance, Leadership, Market Research, Financial Reporting
Education
Columbia University - Columbia Business School 2012 — 2014
Master of Business Administration (M.B.A.), Finance
University of Richmond 2002 — 2006
BS, Accounting
University of Richmond - Robins School of Business 2002 — 2006
Morgan Stanley January 2015 - Present
Tudor, Pickering, Holt & Co. March 2014 - November 2014
Morgan Stanley June 2013 - August 2013
BB&T Capital Markets August 2010 - June 2012
Davenport & Company LLC August 2006 - August 2010
Skills
Equity Research, Investment Banking, Financial Modeling, Asset Management, Valuation, Financial Analysis, Corporate Finance, Due Diligence, Investments, Capital Markets, Energy, Oil & Gas, Portfolio Management, Finance, Leadership, Market Research, Financial Reporting
Education
Columbia University - Columbia Business School 2012 — 2014
Master of Business Administration (M.B.A.), Finance
University of Richmond 2002 — 2006
BS, Accounting
University of Richmond - Robins School of Business 2002 — 2006
Bryce Robertson's BB&T Capital Markets Experience December 2007 - 2007
Job Associate Attorney at Challa Law Offices, PLC, specializing in Commercial Immigration
Industry Legal Services
Experience
Challa Law Offices, PLC October 2013 - Present
Pennsylvania Utility Law Project (PULP) May 2012 - August 2012
U.S. Department of Justice January 2012 - May 2012
Bagia & Associates, P.C. May 2011 - January 2012
LowTechWeb.Com June 1999 - 2010
United States House of Representatives May 2009 - July 2009
Capital Area Health Network June 2008 - August 2008
Capital Area Health Network June 2007 - August 2007
BB&T Capital Markets December 2007 - 2007
Skills
JavaScript, Writing, Research, Legal Research, Word, Excel, PowerPoint, Flash, Swedish, Lotus, iWork, ColdFusion, XML, German, French, CSS, HTML, Dreamweaver, Photoshop, Spanish, Microsoft Office, Access, Public Speaking, Intellectual Property, SPSS, PHP, Adobe Acrobat, Windows, Immigration Law, Legal Issues, Nonprofits, Criminal Law
Education
Villanova University School of Law 2010 — 2013
Juris Doctor
Cornell University 2006 — 2010
Bachelor of Arts, Government Law & Society
Challa Law Offices, PLC October 2013 - Present
Pennsylvania Utility Law Project (PULP) May 2012 - August 2012
U.S. Department of Justice January 2012 - May 2012
Bagia & Associates, P.C. May 2011 - January 2012
LowTechWeb.Com June 1999 - 2010
United States House of Representatives May 2009 - July 2009
Capital Area Health Network June 2008 - August 2008
Capital Area Health Network June 2007 - August 2007
BB&T Capital Markets December 2007 - 2007
Skills
JavaScript, Writing, Research, Legal Research, Word, Excel, PowerPoint, Flash, Swedish, Lotus, iWork, ColdFusion, XML, German, French, CSS, HTML, Dreamweaver, Photoshop, Spanish, Microsoft Office, Access, Public Speaking, Intellectual Property, SPSS, PHP, Adobe Acrobat, Windows, Immigration Law, Legal Issues, Nonprofits, Criminal Law
Education
Villanova University School of Law 2010 — 2013
Juris Doctor
Cornell University 2006 — 2010
Bachelor of Arts, Government Law & Society
Jose Steven Chua's BB&T Capital Markets Experience September 2005 - Present
Job Senior Equity Research Analyst
Industry Financial Services
Experience
BB&T Capital Markets September 2005 - Present
SGV & Co. June 2000 - August 2004
SGV & Co. June 2000 - August 2004
Education
Columbia University - Columbia Business School
Master of Business Administration
BB&T Capital Markets September 2005 - Present
SGV & Co. June 2000 - August 2004
SGV & Co. June 2000 - August 2004
Education
Columbia University - Columbia Business School
Master of Business Administration
William Duff's BB&T Capital Markets Experience May 2010 - August 2010
Job RMP Associate at GE Capital
Industry
Experience
GE Capital June 2011 - Present
Versailles Group, Ltd. September 2010 - June 2011
BB&T Capital Markets May 2010 - August 2010
Education
Boston College 2007 — 2011
GE Capital June 2011 - Present
Versailles Group, Ltd. September 2010 - June 2011
BB&T Capital Markets May 2010 - August 2010
Education
Boston College 2007 — 2011
Thomas Gilligan's BB&T Capital Markets Experience 2011 - 2014
Job Institutional Equity Sales at Cowen and Company
Industry Financial Services
Experience
Cowen and Company 2014 - Present
BB&T Capital Markets 2011 - 2014
Cantor Fitzgerald 2010 - 2011
FMS Bonds, Inc 2009 - 2010
Morgan Stanley 2003 - 2009
Skills
Fixed Income, Institutional Sales, Building Relationships, Client Service Oriented, Client Development, Group Dynamics
Education
Colgate University 1994 — 1998
Bachelor of Arts (B.A.), History
Horace Greeley High School 1990 — 1994
Cowen and Company 2014 - Present
BB&T Capital Markets 2011 - 2014
Cantor Fitzgerald 2010 - 2011
FMS Bonds, Inc 2009 - 2010
Morgan Stanley 2003 - 2009
Skills
Fixed Income, Institutional Sales, Building Relationships, Client Service Oriented, Client Development, Group Dynamics
Education
Colgate University 1994 — 1998
Bachelor of Arts (B.A.), History
Horace Greeley High School 1990 — 1994
Vineet Khanna's BB&T Capital Markets Experience April 2012 - June 2013
Job REIT Associate Analyst at Capital One Securities
Industry Capital Markets
Experience
Capital One Securities June 2013 - Present
BB&T Capital Markets April 2012 - June 2013
BB&T July 2011 - March 2012
New Markets Venture Partners August 2010 - May 2011
Roosevelt Institution 2010 - 2011
Wells Fargo Advisors January 2010 - August 2010
Skills
Financial Analysis, DCF Valuation, Comparable Analysis, Report Writing, Equity Research, Equity Valuation, Equity Capital Markets, Sell Side, Microsoft Excel, Financial Modeling, Negotiation, Presentation Development, Competitive Analysis, Capital Markets, PowerPoint, Data Analysis, Finance
Education
Georgetown University
Masters, Real Estate
University of Maryland College Park 2007 — 2011
BS, Finance & Operations Management
Capital One Securities June 2013 - Present
BB&T Capital Markets April 2012 - June 2013
BB&T July 2011 - March 2012
New Markets Venture Partners August 2010 - May 2011
Roosevelt Institution 2010 - 2011
Wells Fargo Advisors January 2010 - August 2010
Skills
Financial Analysis, DCF Valuation, Comparable Analysis, Report Writing, Equity Research, Equity Valuation, Equity Capital Markets, Sell Side, Microsoft Excel, Financial Modeling, Negotiation, Presentation Development, Competitive Analysis, Capital Markets, PowerPoint, Data Analysis, Finance
Education
Georgetown University
Masters, Real Estate
University of Maryland College Park 2007 — 2011
BS, Finance & Operations Management
Sean Wright's BB&T Capital Markets Experience July 2014 - Present
Job Investment Banking Analyst at BB&T Capital Markets
Industry Investment Banking
Experience
BB&T Capital Markets July 2014 - Present
BB&T Capital Markets June 2013 - August 2013
Falvey Partners, LLC January 2013 - May 2013
Agencyport Software June 2012 - August 2012
Coollapsible May 2011 - September 2011
Thorbahn Associates June 2011 - August 2011
Skills
Financial Modeling, Finance, Mergers & Acquisitions, Valuation, Competitive Analysis, Financial Analysis, Economics, Corporate Finance, Management, PowerPoint
Education
Babson College 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Quantitative Methods
Boston College High School
BB&T Capital Markets July 2014 - Present
BB&T Capital Markets June 2013 - August 2013
Falvey Partners, LLC January 2013 - May 2013
Agencyport Software June 2012 - August 2012
Coollapsible May 2011 - September 2011
Thorbahn Associates June 2011 - August 2011
Skills
Financial Modeling, Finance, Mergers & Acquisitions, Valuation, Competitive Analysis, Financial Analysis, Economics, Corporate Finance, Management, PowerPoint
Education
Babson College 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Quantitative Methods
Boston College High School
John Voge's BB&T Capital Markets Experience July 2012 - July 2014
Job Senior Analyst at Harbert Venture Partners
Industry Venture Capital & Private Equity
Experience
Harbert Venture Partners August 2014 - Present
BB&T Capital Markets July 2012 - July 2014
Global Infrastructure Partners June 2011 - August 2011
Deutsche Bank February 2011 - March 2011
Skills
Investment Banking, Microsoft Office, Financial Modeling
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2012
Bachelor of Science in Management, Finance
Harbert Venture Partners August 2014 - Present
BB&T Capital Markets July 2012 - July 2014
Global Infrastructure Partners June 2011 - August 2011
Deutsche Bank February 2011 - March 2011
Skills
Investment Banking, Microsoft Office, Financial Modeling
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2012
Bachelor of Science in Management, Finance
Ellis Chaplin's BB&T Capital Markets Experience April 2015 - June 2015
Job Vice President at Raymond James & Associates
Industry Investment Banking
Experience
Raymond James Financial, Inc. June 2015 - Present
BB&T Capital Markets April 2015 - June 2015
BB&T Capital Markets October 2013 - April 2015
BB&T Capital Markets May 2011 - October 2013
Grant Thornton LLP January 2008 - September 2009
Rep. Nathan Deal May 2004 - December 2007
Skills
Analysis, Business Strategy, Business Valuation, Capital Markets, Corporate Development, Corporate Finance, Due Diligence, Equities, Financial Analysis, Financial Modeling, Investment Banking, Investments, LBO, M, Mergers, Mergers, Private Equity, Series 7, Valuation, Venture Capital
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA, Finance, Accounting, & General Management
The George Washington University 2005 — 2008
M.A., International Trade and Investment Policy
Covenant College 2000 — 2004
B.A., History
Raymond James Financial, Inc. June 2015 - Present
BB&T Capital Markets April 2015 - June 2015
BB&T Capital Markets October 2013 - April 2015
BB&T Capital Markets May 2011 - October 2013
Grant Thornton LLP January 2008 - September 2009
Rep. Nathan Deal May 2004 - December 2007
Skills
Analysis, Business Strategy, Business Valuation, Capital Markets, Corporate Development, Corporate Finance, Due Diligence, Equities, Financial Analysis, Financial Modeling, Investment Banking, Investments, LBO, M, Mergers, Mergers, Private Equity, Series 7, Valuation, Venture Capital
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA, Finance, Accounting, & General Management
The George Washington University 2005 — 2008
M.A., International Trade and Investment Policy
Covenant College 2000 — 2004
B.A., History
Tommy Brewer's BB&T Capital Markets Experience May 2003 - May 2014
Job Investment Banker at Ziegler
Industry Investment Banking
Experience
Ziegler May 2014 - Present
BB&T Capital Markets May 2003 - May 2014
UBS Investment Bank May 2000 - May 2003
First Union Securities May 1998 - May 2000
Bon Secours Health System January 1990 - May 1998
Education
Guilford College 1985 — 1989
BS, Accounting and Business Management
Ziegler May 2014 - Present
BB&T Capital Markets May 2003 - May 2014
UBS Investment Bank May 2000 - May 2003
First Union Securities May 1998 - May 2000
Bon Secours Health System January 1990 - May 1998
Education
Guilford College 1985 — 1989
BS, Accounting and Business Management
Anne VanWart's BB&T Capital Markets Experience 1998 - Present
Job Office Manager at BB&T Capital Markets
Industry Financial Services
Experience
BB&T Capital Markets 1998 - Present
Education
Ferrum College 1979 — 1983
BS, Small Business Management
BB&T Capital Markets 1998 - Present
Education
Ferrum College 1979 — 1983
BS, Small Business Management
Louis Suba's BB&T Capital Markets Experience 2005 - 2006
Job Executive Director at MKM Partners
Industry Financial Services
Experience
MKM Partners 2014 - Present
Lazard Capital Markets 2013 - 2014
ThinkEquity LLC 2011 - 2012
Wedbush Securities 2008 - 2011
Oppenheimer 2006 - 2007
BB&T Capital Markets 2005 - 2006
Deutsche Bank 2001 - 2005
Robertson Stephens 1997 - 2001
Price Waterhouse 1990 - 1995
Skills
Institutional Sales, Equities, Financial Markets, Investments, Securities, Hedge Funds, Mutual Funds, Series 7, Series 63, Relationship Mgmt, Investor Relations, IPO, Institutional..., Investment Advisory, Equity Capital Markets, Equity Valuation, Equity Research, Wrestling, Trading, Investment Banking, Financial Modeling, Investment Management, Valuation
Education
University of California, Berkeley
Master of Business Administration (MBA), Finance
Indiana University Bloomington
Bachelor of Science (BS), Finance
MKM Partners 2014 - Present
Lazard Capital Markets 2013 - 2014
ThinkEquity LLC 2011 - 2012
Wedbush Securities 2008 - 2011
Oppenheimer 2006 - 2007
BB&T Capital Markets 2005 - 2006
Deutsche Bank 2001 - 2005
Robertson Stephens 1997 - 2001
Price Waterhouse 1990 - 1995
Skills
Institutional Sales, Equities, Financial Markets, Investments, Securities, Hedge Funds, Mutual Funds, Series 7, Series 63, Relationship Mgmt, Investor Relations, IPO, Institutional..., Investment Advisory, Equity Capital Markets, Equity Valuation, Equity Research, Wrestling, Trading, Investment Banking, Financial Modeling, Investment Management, Valuation
Education
University of California, Berkeley
Master of Business Administration (MBA), Finance
Indiana University Bloomington
Bachelor of Science (BS), Finance
Bart Barnett's BB&T Capital Markets Experience August 2000 - October 2002
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Keegan & Company November 2002 - Present
BB&T Capital Markets August 2000 - October 2002
J.C.Bradford February 2000 - June 2000
Montgomery Securities, Bank of America 1995 - February 2000
Merrill Lynch, Pierce, Fenner and Smith May 1991 - December 1994
Education
Columbia University in the City of New York 1986 — 1990
Morgan Keegan & Company November 2002 - Present
BB&T Capital Markets August 2000 - October 2002
J.C.Bradford February 2000 - June 2000
Montgomery Securities, Bank of America 1995 - February 2000
Merrill Lynch, Pierce, Fenner and Smith May 1991 - December 1994
Education
Columbia University in the City of New York 1986 — 1990
Paul Lyle's BB&T Capital Markets Experience May 2004 - June 2014
Job Senior Vice President at Imperial Capital, LLC
Industry Investment Banking
Experience
Imperial Capital, LLC July 2014 - Present
BB&T Capital Markets May 2004 - June 2014
Goldman sachs January 2000 - December 2002
C.E. Unterberg, Towbin June 1996 - January 2000
Education
Hobart and William Smith Colleges 1992 — 1996
Bachelor of Arts (B.A.), Pschology
Deerfield Academy 1988 — 1991
Imperial Capital, LLC July 2014 - Present
BB&T Capital Markets May 2004 - June 2014
Goldman sachs January 2000 - December 2002
C.E. Unterberg, Towbin June 1996 - January 2000
Education
Hobart and William Smith Colleges 1992 — 1996
Bachelor of Arts (B.A.), Pschology
Deerfield Academy 1988 — 1991
Seth Wagner's BB&T Capital Markets Experience March 2015 - Present
Job Healthcare Finance Analyst at BB&T Capital Markets
Industry Capital Markets
Experience
BB&T Capital Markets March 2015 - Present
BB&T August 2014 - March 2015
TigerFund May 2013 - May 2014
Sigma Alpha Epsilon Fraternity October 2012 - December 2013
Aperture Capital Partners June 2013 - August 2013
Loveland Distribution Company May 2012 - August 2012
MassMutual Financial Group May 2011 - August 2012
Skills
Leadership, Management, Sales, Analysis, Investments, Financial Modeling, Strategic Financial..., Finance, Recruiting, Portfolio Management, Marketing, Valuation
Education
Hampden-Sydney College 2010 — 2014
Bachelor of Arts (B.A.), Economics and Business
Saint Christopher's School 2006 — 2010
BB&T Capital Markets March 2015 - Present
BB&T August 2014 - March 2015
TigerFund May 2013 - May 2014
Sigma Alpha Epsilon Fraternity October 2012 - December 2013
Aperture Capital Partners June 2013 - August 2013
Loveland Distribution Company May 2012 - August 2012
MassMutual Financial Group May 2011 - August 2012
Skills
Leadership, Management, Sales, Analysis, Investments, Financial Modeling, Strategic Financial..., Finance, Recruiting, Portfolio Management, Marketing, Valuation
Education
Hampden-Sydney College 2010 — 2014
Bachelor of Arts (B.A.), Economics and Business
Saint Christopher's School 2006 — 2010
Bart Barnett's BB&T Capital Markets Experience August 2000 - October 2002
Job Managing Director Trading at US Capital Advisors
Industry Financial Services
Experience
US Capital Advisors September 2012 - Present
Morgan Keegan & Company November 2002 - April 2012
BB&T Capital Markets August 2000 - October 2002
J. C. Bradford February 2000 - June 2000
Montgomery Securities, Bank of America February 1995 - February 2000
Merrill Lynch May 1991 - December 1994
Education
Columbia University in the City of New York 1987 — 1990
US Capital Advisors September 2012 - Present
Morgan Keegan & Company November 2002 - April 2012
BB&T Capital Markets August 2000 - October 2002
J. C. Bradford February 2000 - June 2000
Montgomery Securities, Bank of America February 1995 - February 2000
Merrill Lynch May 1991 - December 1994
Education
Columbia University in the City of New York 1987 — 1990
Matt Caldwell's BB&T Capital Markets Experience 2013 - Present
Job Institutional Equity Sales at BB&T Capital Markets
Industry Investment Banking
Experience
BB&T Capital Markets 2013 - Present
Canaccord Genuity Inc. 2002 - 2012
Robertson Stephens July 2000 - 2002
Rehrig Pacific Company 1995 - 1998
US Navy 1988 - 1993
Skills
Capital Markets, Equities, Valuation, Equity Research, Investment Banking, Investments, Hedge Funds, Series 7, Mutual Funds, Series 63, Bloomberg, Equity Valuation, Asset Management
Education
Indiana University Bloomington 1998 — 2000
Master of Business Administration (M.B.A.)
United States Naval Academy 1984 — 1988
Bachelor of Science (B.S.), Economics
BB&T Capital Markets 2013 - Present
Canaccord Genuity Inc. 2002 - 2012
Robertson Stephens July 2000 - 2002
Rehrig Pacific Company 1995 - 1998
US Navy 1988 - 1993
Skills
Capital Markets, Equities, Valuation, Equity Research, Investment Banking, Investments, Hedge Funds, Series 7, Mutual Funds, Series 63, Bloomberg, Equity Valuation, Asset Management
Education
Indiana University Bloomington 1998 — 2000
Master of Business Administration (M.B.A.)
United States Naval Academy 1984 — 1988
Bachelor of Science (B.S.), Economics
Merisa Daniel's BB&T Capital Markets Experience August 2013 - Present
Job HR
Industry Financial Services
Experience
BB&T Capital Markets August 2013 - Present
BB&T November 2008 - August 2013
Fidelity Investment September 2007 - November 2008
Education
Lincoln Memorial University
Bachelor of Administration, Business Management
BB&T Capital Markets August 2013 - Present
BB&T November 2008 - August 2013
Fidelity Investment September 2007 - November 2008
Education
Lincoln Memorial University
Bachelor of Administration, Business Management
Jon Weintraub's BB&T Capital Markets Experience May 2014 - Present
Job Managing Director at BB&T Capital Markets
Industry Financial Services
Experience
BB&T Capital Markets May 2014 - Present
Janney Montgomery Scott LLC 2008 - May 2014
OFI Institutional Asset Management 2007 - 2008
Oppenheimer & Co. 2001 - 2007
Education
Bates College
Bachelor's Degree, Economics
BB&T Capital Markets May 2014 - Present
Janney Montgomery Scott LLC 2008 - May 2014
OFI Institutional Asset Management 2007 - 2008
Oppenheimer & Co. 2001 - 2007
Education
Bates College
Bachelor's Degree, Economics
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial