BB&T Capital Markets
Industry: Capital market company
DescriptionFounded: 1999 Parent organization: BB&T Securities, LLC
BB&T Capital Markets List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at BB&T Capital Markets. You can filter them based on skills, years of employment, job, education, department, and prior employment.
BB&T Capital Markets Salaries. You can even request information on how much does BB&T Capital Markets pay if you want to. Learn about salaries, pros and cons of working for BB&T Capital Markets directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
320 BB&T Capital Markets employees in database. Find out everything there's to know about BB&T Capital Markets employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
BB&T Capital Markets Employees
Employee
Years
Job
Industry
Riley Moody Riley Moody's BB&T Capital Markets Experience December 2012 - Present
Job Sr. Vice President Institutional Sales at BB&T Capital Markets
Industry Financial Services
Experience
BB&T Capital Markets December 2012 - Present
First Tryon Securities April 2011 - December 2012
Raymond James Financial Inc. May 2010 - November 2010
J.P. Morgan November 2007 - May 2010
BNY Mellon 2006 - 2007
Skills
Derivatives, Fixed Income, Capital Markets, Portfolio Management, Securities
Education
University of Alabama
BB&T Capital Markets December 2012 - Present
First Tryon Securities April 2011 - December 2012
Raymond James Financial Inc. May 2010 - November 2010
J.P. Morgan November 2007 - May 2010
BNY Mellon 2006 - 2007
Skills
Derivatives, Fixed Income, Capital Markets, Portfolio Management, Securities
Education
University of Alabama
Jo Ellen Archer Jo Ellen Archer's BB&T Capital Markets Experience 2000 - 2006
Job Senior Vice President Correspondent Sales Manager & Investment Officer
Industry Financial Services
Experience
Community Bankers Bank March 2007 - Present
BB&T Capital Markets 2000 - 2006
First Union Capital Markets 1996 - 2000
NationsBanc Capital Markets, Inc. 1989 - 1996
Carter Machinery Company, Inc. 1988 - 1989
Skills
Risk Management, Investment Strategies, Relationship Management, Customer Service, Marketing Strategy, Financial Analysis, Banking, Portfolio Optimization, Fixed Income, Asset Management, Finance, Loans, Bonds
Education
Randolph-Macon College 1984 — 1988
B.A., English Language and Literature, General
Community Bankers Bank March 2007 - Present
BB&T Capital Markets 2000 - 2006
First Union Capital Markets 1996 - 2000
NationsBanc Capital Markets, Inc. 1989 - 1996
Carter Machinery Company, Inc. 1988 - 1989
Skills
Risk Management, Investment Strategies, Relationship Management, Customer Service, Marketing Strategy, Financial Analysis, Banking, Portfolio Optimization, Fixed Income, Asset Management, Finance, Loans, Bonds
Education
Randolph-Macon College 1984 — 1988
B.A., English Language and Literature, General
John Zampolin's BB&T Capital Markets Experience April 1997 - Present
Job Sr Vice President/Institutional Equity Sales
Industry Investment Banking
Experience
BB&T Capital Markets April 1997 - Present
Davenport & Company LLC 1990 - 1997
Wheat First Securities 1985 - 1990
Bear Stearns & Co 1982 - 1985
Skills
Equities, Capital Markets, Equity Research, Bloomberg, Hedge Funds, Equity Sales, Institutional, Equity Trading, Institutional Sales, Institutional...
Education
New York University
Economics
BB&T Capital Markets April 1997 - Present
Davenport & Company LLC 1990 - 1997
Wheat First Securities 1985 - 1990
Bear Stearns & Co 1982 - 1985
Skills
Equities, Capital Markets, Equity Research, Bloomberg, Hedge Funds, Equity Sales, Institutional, Equity Trading, Institutional Sales, Institutional...
Education
New York University
Economics
Bert Newsome Bert Newsome's BB&T Capital Markets Experience 1990 - Present
Job Managing Director at BB&T Capital Markets
Industry Capital Markets
Experience
BB&T Capital Markets 1990 - Present
Wachovia Bank May 1984 - February 1990
Skills
Investment Banking, Debt, Sell Side, Capital Markets, Leveraged Finance, Financial Structuring, Banking, Commercial Lending
Education
Wake Forest University - Babcock Graduate School of Management 1982 — 1984
Master of Business Administration (MBA), Finance and Financial Management Services
University of North Carolina at Chapel Hill 1978 — 1982
Bachelor of Arts (BA), Political Science and Government
BB&T Capital Markets 1990 - Present
Wachovia Bank May 1984 - February 1990
Skills
Investment Banking, Debt, Sell Side, Capital Markets, Leveraged Finance, Financial Structuring, Banking, Commercial Lending
Education
Wake Forest University - Babcock Graduate School of Management 1982 — 1984
Master of Business Administration (MBA), Finance and Financial Management Services
University of North Carolina at Chapel Hill 1978 — 1982
Bachelor of Arts (BA), Political Science and Government
Preston Bergen's BB&T Capital Markets Experience July 2002 - Present
Job Senior Vice President at BB&T Capital Markets
Industry Financial Services
Experience
BB&T Capital Markets July 2002 - Present
The Natural Science Center of Greensboro June 2006 - November 2012
UNC Greensboro September 2010 - February 2012
UNC Greensboro June 2008 - February 2012
Guilford College 2006 - February 2012
Wachovia 1988 - 2002
Skills
Corporate Finance, Banking, Commercial Banking, Finance, Business Development, Financial Analysis, Portfolio Management, Underwriting, Leadership, Relationship Management, Negotiation, Strategic Planning, Risk Management, Credit, Fundraising, Commercial Lending, Loans, Mergers & Acquisitions, Credit Analysis, Sales Management, Customer Relations, Financial Modeling, Customer Service, Management
Education
Stonier Graduate School of Banking 2005 — 2007
Professional Degree, Bank Management
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1997 — 1999
MBA, Finance
University of North Carolina at Greensboro 1985 — 1988
BA, Economics
BB&T Capital Markets July 2002 - Present
The Natural Science Center of Greensboro June 2006 - November 2012
UNC Greensboro September 2010 - February 2012
UNC Greensboro June 2008 - February 2012
Guilford College 2006 - February 2012
Wachovia 1988 - 2002
Skills
Corporate Finance, Banking, Commercial Banking, Finance, Business Development, Financial Analysis, Portfolio Management, Underwriting, Leadership, Relationship Management, Negotiation, Strategic Planning, Risk Management, Credit, Fundraising, Commercial Lending, Loans, Mergers & Acquisitions, Credit Analysis, Sales Management, Customer Relations, Financial Modeling, Customer Service, Management
Education
Stonier Graduate School of Banking 2005 — 2007
Professional Degree, Bank Management
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1997 — 1999
MBA, Finance
University of North Carolina at Greensboro 1985 — 1988
BA, Economics
Gianna Darbin's BB&T Capital Markets Experience August 2012 - July 2014
Job Associate at Partners Capital
Industry Investment Management
Experience
Partners Capital LLP July 2014 - Present
BB&T Capital Markets August 2012 - July 2014
Goldman Sachs June 2011 - August 2011
Booz Allen Hamilton June 2009 - August 2010
Skills
Investment Banking, Investments, Microsoft Excel
Education
The College of William and Mary - The Mason School of Business 2008 — 2012
Finance, Economics
Partners Capital LLP July 2014 - Present
BB&T Capital Markets August 2012 - July 2014
Goldman Sachs June 2011 - August 2011
Booz Allen Hamilton June 2009 - August 2010
Skills
Investment Banking, Investments, Microsoft Excel
Education
The College of William and Mary - The Mason School of Business 2008 — 2012
Finance, Economics
Tad Melton Tad Melton's BB&T Capital Markets Experience June 1997 - November 2012
Job Director at Ziegler
Industry Investment Banking
Experience
Ziegler November 2012 - Present
Boys & Girls Clubs of Metro Richmond January 2011 - Present
Virginia 4-H Foundation June 2009 - June 2014
BB&T Capital Markets June 1997 - November 2012
Skills
Financial Modeling, Due Diligence, Mergers, Private Equity, Investment Banking, Capital Markets, Financial Analysis
Education
Randolph-Macon College 1993 — 1997
BA, History & Economics
Ziegler November 2012 - Present
Boys & Girls Clubs of Metro Richmond January 2011 - Present
Virginia 4-H Foundation June 2009 - June 2014
BB&T Capital Markets June 1997 - November 2012
Skills
Financial Modeling, Due Diligence, Mergers, Private Equity, Investment Banking, Capital Markets, Financial Analysis
Education
Randolph-Macon College 1993 — 1997
BA, History & Economics
Bernardo Villar Bernardo Villar's BB&T Capital Markets Experience May 2011 - July 2013
Job Senior Associate The Riverside Company
Industry Venture Capital & Private Equity
Experience
The Riverside Company July 2014 - Present
The Riverside Company August 2013 - Present
BB&T Capital Markets May 2011 - July 2013
GAITS May 2010 - January 2011
Johnson Lambert & Co. LLP January 2009 - April 2010
Alvarez & Marsal May 2008 - June 2008
Fastprint 1995 - 1998
Skills
Auditing, Bloomberg, Business Valuation, Capital Markets, Corporate Finance, Finance, Financial Analysis, Financial Modeling, Investment Banking, Investments, Valuation, Private Equity, Portfolio Management, Due Diligence, Mergers & Acquisitions, Management, Equities, Venture Capital, LBO, Accounting, Project Management
Education
University of Virginia 2010 — 2011
MSA, Accounting, Finance
The College of William and Mary - The Mason School of Business 2006 — 2009
BBA, Accounting, Finance, Economics
The Riverside Company July 2014 - Present
The Riverside Company August 2013 - Present
BB&T Capital Markets May 2011 - July 2013
GAITS May 2010 - January 2011
Johnson Lambert & Co. LLP January 2009 - April 2010
Alvarez & Marsal May 2008 - June 2008
Fastprint 1995 - 1998
Skills
Auditing, Bloomberg, Business Valuation, Capital Markets, Corporate Finance, Finance, Financial Analysis, Financial Modeling, Investment Banking, Investments, Valuation, Private Equity, Portfolio Management, Due Diligence, Mergers & Acquisitions, Management, Equities, Venture Capital, LBO, Accounting, Project Management
Education
University of Virginia 2010 — 2011
MSA, Accounting, Finance
The College of William and Mary - The Mason School of Business 2006 — 2009
BBA, Accounting, Finance, Economics
Eric Searls Eric Searls's BB&T Capital Markets Experience May 2006 - Present
Job Corporate Banker at BB&T Capital Markets
Industry Banking
Experience
BB&T Capital Markets May 2006 - Present
BB&T 2001 - Present
BB&T October 2004 - May 2006
BB&T June 2002 - September 2004
Skills
Credit Analysis, Credit Risk, Financial Analysis, Banking, Loans
Education
Wake Forest University 2002 — 2004
MBA
Wake Forest University School of Business 2002 — 2004
Masters, Business Administration
University of North Carolina at Greensboro 1994 — 1998
BS, Economics
BB&T Capital Markets May 2006 - Present
BB&T 2001 - Present
BB&T October 2004 - May 2006
BB&T June 2002 - September 2004
Skills
Credit Analysis, Credit Risk, Financial Analysis, Banking, Loans
Education
Wake Forest University 2002 — 2004
MBA
Wake Forest University School of Business 2002 — 2004
Masters, Business Administration
University of North Carolina at Greensboro 1994 — 1998
BS, Economics
Josh Rummage Josh Rummage's BB&T Capital Markets Experience 2001 - 2003
Job Global Marketing Manager at Cisco Systems
Industry Computer Networking
Experience
Cisco Systems April 2005 - Present
RegEd, Inc. 2003 - 2005
BB&T Capital Markets 2001 - 2003
Skills
Salesforce.com, Program Management, Demand Generation, Go-to-market Strategy, Sales Enablement, Cross-functional Team..., Cloud Computing, Strategic Partnerships, Enterprise Software, Channel Partners, Product Marketing, Multi-channel Marketing, Marketing, SaaS, Lead Generation
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Bachelor of Science in Business Administration (BSBA)
University of North Carolina at Chapel Hill
Cisco Systems April 2005 - Present
RegEd, Inc. 2003 - 2005
BB&T Capital Markets 2001 - 2003
Skills
Salesforce.com, Program Management, Demand Generation, Go-to-market Strategy, Sales Enablement, Cross-functional Team..., Cloud Computing, Strategic Partnerships, Enterprise Software, Channel Partners, Product Marketing, Multi-channel Marketing, Marketing, SaaS, Lead Generation
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Bachelor of Science in Business Administration (BSBA)
University of North Carolina at Chapel Hill
Jamie Grunsky's BB&T Capital Markets Experience July 2013 - Present
Job Senior Analyst
Industry Banking
Experience
BB&T Capital Markets July 2013 - Present
BB&T January 2013 - September 2013
Duke Energy Corporation November 2007 - December 2012
Duke Energy Corporation August 2005 - November 2007
Skills
Financial Analysis, Nuclear, Banking, Microsoft Excel, Project Planning, Access, Leadership, Vendor Management, Process Improvement, Budgets, Financial Modeling, Credit Analysis, Risk Analysis, Cost, Primavera, Budgeting, Hydro, Variances, Excel, Microstation, Team Leadership, Graphs, Project Finance, Invoice Processing, Capital Markets, Capital IQ, Underwriting, Change Requests, MS Project, Business Process..., Credit, Portfolio Management, Oil & Gas Industry
Education
University of North Carolina at Charlotte - Belk College of Business 2009 — 2011
BSBA, Finance, 4.0
BB&T Capital Markets July 2013 - Present
BB&T January 2013 - September 2013
Duke Energy Corporation November 2007 - December 2012
Duke Energy Corporation August 2005 - November 2007
Skills
Financial Analysis, Nuclear, Banking, Microsoft Excel, Project Planning, Access, Leadership, Vendor Management, Process Improvement, Budgets, Financial Modeling, Credit Analysis, Risk Analysis, Cost, Primavera, Budgeting, Hydro, Variances, Excel, Microstation, Team Leadership, Graphs, Project Finance, Invoice Processing, Capital Markets, Capital IQ, Underwriting, Change Requests, MS Project, Business Process..., Credit, Portfolio Management, Oil & Gas Industry
Education
University of North Carolina at Charlotte - Belk College of Business 2009 — 2011
BSBA, Finance, 4.0
Matthew Heyman Matthew Heyman's BB&T Capital Markets Experience June 2014 - Present
Job Investment Banking Analyst at Jefferies
Industry Investment Banking
Experience
Jefferies July 2015 - Present
BB&T Capital Markets June 2014 - Present
KCIC August 2012 - June 2014
Kutak Rock June 2010 - May 2012
Skills
Financial Modeling, Valuation, Data Analysis, Financial Analysis, Analytics, Finance, Mergers & Acquisitions, PowerPoint, Databases, Statistics, SQL, Microsoft Excel, Investment Banking
Education
The George Washington University 2008 — 2012
Bachelor of Arts (B.A.), Economics
Jefferies July 2015 - Present
BB&T Capital Markets June 2014 - Present
KCIC August 2012 - June 2014
Kutak Rock June 2010 - May 2012
Skills
Financial Modeling, Valuation, Data Analysis, Financial Analysis, Analytics, Finance, Mergers & Acquisitions, PowerPoint, Databases, Statistics, SQL, Microsoft Excel, Investment Banking
Education
The George Washington University 2008 — 2012
Bachelor of Arts (B.A.), Economics
Paula Permenter Paula Permenter's BB&T Capital Markets Experience May 2013 - Present
Job Public Finance Charter Schools
Industry Investment Banking
Experience
BB&T Capital Markets May 2013 - Present
Ziegler May 2011 - May 2013
Invesco Ltd. July 1996 - April 2011
Van Kampen American Capital 1988 - 1996
Skills
Series 7, Series 66, Series 79, High Yield Bonds, Fixed Income Analysis, Charter Schools, FINRA, Portfolio Management
Education
University of Houston
Bachelor of Business Administration (B.B.A.), Finance, General
University of St. Thomas (TX)
Master of Business Administration (M.B.A.), Finance, General
BB&T Capital Markets May 2013 - Present
Ziegler May 2011 - May 2013
Invesco Ltd. July 1996 - April 2011
Van Kampen American Capital 1988 - 1996
Skills
Series 7, Series 66, Series 79, High Yield Bonds, Fixed Income Analysis, Charter Schools, FINRA, Portfolio Management
Education
University of Houston
Bachelor of Business Administration (B.B.A.), Finance, General
University of St. Thomas (TX)
Master of Business Administration (M.B.A.), Finance, General
Jonathan Carey Jonathan Carey's BB&T Capital Markets Experience October 2004 - June 2015
Job Managing Director and Global CoHead Automotive Aftermarket Investment Banking at Jefferies
Industry Investment Banking
Experience
Jefferies June 2015 - Present
BB&T Capital Markets October 2004 - June 2015
Education
Wharton School, University of Pennsylvania 1998 — 2000
MBA
The George Washington University 1989 — 1993
BACCY, Business / Accounting
Jefferies June 2015 - Present
BB&T Capital Markets October 2004 - June 2015
Education
Wharton School, University of Pennsylvania 1998 — 2000
MBA
The George Washington University 1989 — 1993
BACCY, Business / Accounting
Jodie Gildersleeve Jodie Gildersleeve's BB&T Capital Markets Experience September 2012 - May 2014
Job Assistant Vice President DNB Bank ASA, Customer Analysis Section, Energy Americas
Industry Financial Services
Experience
DNB Bank ASA June 2014 - Present
BB&T Capital Markets September 2012 - May 2014
BB&T December 2011 - August 2012
BB&T January 2011 - November 2011
Comerica Bank August 2008 - January 2011
Skills
Credit, Commercial Banking, Financial Analysis, Commercial Lending, Banking, Portfolio Management, Loans, Financial Modeling, Credit Analysis, Leadership
Education
Southern Methodist University - Cox School of Business 2008 — 2010
MBA, Finance
Texas Tech University - Rawls College of Business 2003 — 2006
BBA, International Business
DNB Bank ASA June 2014 - Present
BB&T Capital Markets September 2012 - May 2014
BB&T December 2011 - August 2012
BB&T January 2011 - November 2011
Comerica Bank August 2008 - January 2011
Skills
Credit, Commercial Banking, Financial Analysis, Commercial Lending, Banking, Portfolio Management, Loans, Financial Modeling, Credit Analysis, Leadership
Education
Southern Methodist University - Cox School of Business 2008 — 2010
MBA, Finance
Texas Tech University - Rawls College of Business 2003 — 2006
BBA, International Business
Robert Besser Robert Besser's BB&T Capital Markets Experience April 2014 - Present
Job Senior Vice President, Corporate Banking at BB&T Capital Markets
Industry Banking
Experience
BB&T Capital Markets April 2014 - Present
BNY Mellon May 2008 - April 2014
Union Bank September 2007 - April 2008
The Bank of New York May 2000 - August 2007
Mizuho Bank April 1997 - April 2000
Verizon Wireless August 1996 - April 1997
Verizon August 1995 - August 1996
Skills
Banking, Commercial Banking, Commercial Lending, Relationship Management, Portfolio Management, Business Development, Cross Selling, Fortune 1000, Credit, Credit Risk, Underwriting, Financial Analysis, Capital Markets, Syndications, Treasury Management, Investment Management, Corporate Finance, Derivatives, Corporate Trust, Global Custody, Risk Management, Financial Modeling, Investments
Education
University of Southern California 1993 — 1995
Master of Business Administration (MBA), Marketing and International Finance
University of California, Berkeley 1987 — 1990
Bachelor of Arts (B.A.), History
BB&T Capital Markets April 2014 - Present
BNY Mellon May 2008 - April 2014
Union Bank September 2007 - April 2008
The Bank of New York May 2000 - August 2007
Mizuho Bank April 1997 - April 2000
Verizon Wireless August 1996 - April 1997
Verizon August 1995 - August 1996
Skills
Banking, Commercial Banking, Commercial Lending, Relationship Management, Portfolio Management, Business Development, Cross Selling, Fortune 1000, Credit, Credit Risk, Underwriting, Financial Analysis, Capital Markets, Syndications, Treasury Management, Investment Management, Corporate Finance, Derivatives, Corporate Trust, Global Custody, Risk Management, Financial Modeling, Investments
Education
University of Southern California 1993 — 1995
Master of Business Administration (MBA), Marketing and International Finance
University of California, Berkeley 1987 — 1990
Bachelor of Arts (B.A.), History
Christopher Grandpre Christopher Grandpre's BB&T Capital Markets Experience June 1997 - May 2000
Job Chairman & CEO at Outdoor Living Brands, Inc., President & CEO at National Restorations, LLC
Industry Consumer Services
Experience
National Restorations, LLC June 2010 - Present
Outdoor Living Brands, Inc. November 2005 - Present
Matrix Capital Markets Group June 2000 - October 2005
BB&T Capital Markets June 1997 - May 2000
Skills
Franchising, Mergers, Strategic Planning, Organizational..., Franchise Consulting, Business Strategy, Business Planning, Start-ups, Small Business, Entrepreneurship, Negotiation, Corporate Development, Budgets, Private Equity, Venture Capital, New Business Development, Marketing Strategy, Sales Management, Financial Analysis, Business Valuation, Mergers & Acquisitions, Market Planning, Strategy, Leadership, Management, Competitive Analysis, P&L Management, Business Development, Lead Generation, Executive Management, Finance, Sales, Strategic Partnerships, Contract Negotiation, Income Statement, Sales Process, Team Building, International Business, Management Consulting, Acquisitions, Marketing, Operations Management, Divestitures, Turn Around Management, Business Acquisition, Exit Strategies, Business, Business Brokerage, Start-up Consulting, Due Diligence
Education
Virginia Commonwealth University - School of Business 1999 — 2000
MBA
University of Notre Dame - Mendoza College of Business 1984 — 1988
BBA, Finance
National Restorations, LLC June 2010 - Present
Outdoor Living Brands, Inc. November 2005 - Present
Matrix Capital Markets Group June 2000 - October 2005
BB&T Capital Markets June 1997 - May 2000
Skills
Franchising, Mergers, Strategic Planning, Organizational..., Franchise Consulting, Business Strategy, Business Planning, Start-ups, Small Business, Entrepreneurship, Negotiation, Corporate Development, Budgets, Private Equity, Venture Capital, New Business Development, Marketing Strategy, Sales Management, Financial Analysis, Business Valuation, Mergers & Acquisitions, Market Planning, Strategy, Leadership, Management, Competitive Analysis, P&L Management, Business Development, Lead Generation, Executive Management, Finance, Sales, Strategic Partnerships, Contract Negotiation, Income Statement, Sales Process, Team Building, International Business, Management Consulting, Acquisitions, Marketing, Operations Management, Divestitures, Turn Around Management, Business Acquisition, Exit Strategies, Business, Business Brokerage, Start-up Consulting, Due Diligence
Education
Virginia Commonwealth University - School of Business 1999 — 2000
MBA
University of Notre Dame - Mendoza College of Business 1984 — 1988
BBA, Finance
Gregory Blake Gregory Blake's BB&T Capital Markets Experience September 2000 - Present
Job SVP Debt Capital Markets at BB&T Capital Markets
Industry Financial Services
Experience
BB&T Capital Markets September 2000 - Present
Skills
Bloomberg, Capital Markets, Equities, Financial Analysis, Financial Modeling, Fixed Income, Investment Banking, Investments, Series 7, Valuation, Leadership, Public Speaking, Customer Service, Management, Microsoft Office, Sales, Derivatives, Risk Management, Portfolio Management
Education
University of Pennsylvania - The Wharton School
BS Economics
Wharton School, University of Pennsylvania
BS Economics
BB&T Capital Markets September 2000 - Present
Skills
Bloomberg, Capital Markets, Equities, Financial Analysis, Financial Modeling, Fixed Income, Investment Banking, Investments, Series 7, Valuation, Leadership, Public Speaking, Customer Service, Management, Microsoft Office, Sales, Derivatives, Risk Management, Portfolio Management
Education
University of Pennsylvania - The Wharton School
BS Economics
Wharton School, University of Pennsylvania
BS Economics
Matthew Pulley's BB&T Capital Markets Experience June 2012 - April 2013
Job Sales and Service Officer at BB&T
Industry Banking
Experience
BB&T April 2014 - Present
BB&T April 2013 - Present
BB&T Capital Markets June 2012 - April 2013
B/E Aerospace May 2011 - August 2011
David Gibson Construction May 2009 - June 2010
James G. Davis Construction 2008 - 2009
Skills
Portfolio Management, Mergers & Acquisitions, Credit Analysis, Strategy, Credit, Finance, Analysis, Investments, Leadership, Management, Business Development, Negotiation, Marketing, Sales, Financial Risk, Financial Analysis, Underwriting, Financial Modeling, Microsoft Excel, Project Management, Process Improvement, Data Analysis, Program Management, Forecasting, Risk Management, Valuation
Education
Wake Forest Schools of Business 2010 — 2012
MBA
University of North Carolina at Chapel Hill 2002 — 2005
BB&T April 2014 - Present
BB&T April 2013 - Present
BB&T Capital Markets June 2012 - April 2013
B/E Aerospace May 2011 - August 2011
David Gibson Construction May 2009 - June 2010
James G. Davis Construction 2008 - 2009
Skills
Portfolio Management, Mergers & Acquisitions, Credit Analysis, Strategy, Credit, Finance, Analysis, Investments, Leadership, Management, Business Development, Negotiation, Marketing, Sales, Financial Risk, Financial Analysis, Underwriting, Financial Modeling, Microsoft Excel, Project Management, Process Improvement, Data Analysis, Program Management, Forecasting, Risk Management, Valuation
Education
Wake Forest Schools of Business 2010 — 2012
MBA
University of North Carolina at Chapel Hill 2002 — 2005
Raymond Leon Scott Jr.'s BB&T Capital Markets Experience January 2012 - January 2012
Job Senior Client Service Associate
Industry Financial Services
Experience
Homestead Funds February 2014 - Present
SunTrust Investment Services June 2013 - February 2014
Virginia Asset Management September 2012 - April 2013
Fastenal July 2010 - September 2012
BB&T Capital Markets January 2012 - January 2012
Randolph-Macon College June 2009 - October 2011
McDonald's Corporation June 2007 - August 2009
Skills
Management, Public Speaking, Leadership, Microsoft Office, Research, PowerPoint, Data Analysis, Personal Budgeting, Social Media, Accounting, Time Management, Sales, Analysis, Finance
Education
Randolph-Macon College 2008 — 2012
Bachelor of Arts, Accounting and Business/Economics, Senior
Homestead Funds February 2014 - Present
SunTrust Investment Services June 2013 - February 2014
Virginia Asset Management September 2012 - April 2013
Fastenal July 2010 - September 2012
BB&T Capital Markets January 2012 - January 2012
Randolph-Macon College June 2009 - October 2011
McDonald's Corporation June 2007 - August 2009
Skills
Management, Public Speaking, Leadership, Microsoft Office, Research, PowerPoint, Data Analysis, Personal Budgeting, Social Media, Accounting, Time Management, Sales, Analysis, Finance
Education
Randolph-Macon College 2008 — 2012
Bachelor of Arts, Accounting and Business/Economics, Senior
Brendan Malone Brendan Malone's BB&T Capital Markets Experience November 2014 - Present
Job Senior Vice President at BB&T
Industry Financial Services
Experience
BB&T Capital Markets November 2014 - Present
Ziegler August 2007 - November 2014
Skills
Financial Analysis, Financial Modeling, Nonprofits, Finance
Education
Northwestern University
Bachelor's degree, Political Science
BB&T Capital Markets November 2014 - Present
Ziegler August 2007 - November 2014
Skills
Financial Analysis, Financial Modeling, Nonprofits, Finance
Education
Northwestern University
Bachelor's degree, Political Science
Harsh Nahata's BB&T Capital Markets Experience August 2011 - February 2013
Job Investment Banking Associate at Cary Street Partners
Industry Investment Banking
Experience
Cary Street Partners September 2013 - Present
BB&T Capital Markets August 2011 - February 2013
College of William and Mary May 2010 - May 2011
College of William and Mary May 2010 - May 2011
Ernst & Young June 2010 - August 2010
Ernst & Young December 2008 - June 2009
BDO Lodha & Co, Chartered Accountants October 2007 - October 2008
BDO Lodha & Co, Chartered Accountants October 2005 - October 2007
Skills
Investment Banking, Financial Modeling, Equity Valuation, Equity Research, Due Diligence, Bloomberg, Quantitative Analysis, Qualitative Research, Microsoft Office, Morningstar, Factiva, Thomson One, Minitab, Crystal Ball, Audit, SAP, Tally, Factset, Accounting, Commodities, Ethanol, Sugar and HFCS, Agribusiness, Auditing, Quantitative Analytics, Business Analysis, Business Strategy, Tally ERP, Financial Analysis, Commodity, Oracle E-Business Suite, Oracle Applications, ERP Oracle, Portfolio Management, Data Analysis, Capital IQ, Mergers & Acquisitions, Hedge Funds, Investments, IBISWorld, Derivatives, Valuation, Corporate Finance, Finance, DCF
Education
The College of William and Mary - The Mason School of Business 2009 — 2011
Masters in Business Administration, Finance and Strategy
The Institute of Chartered Accountants of India 2004 — 2007
Chartered Accountant, Accounting and Finance, First attempt
University of Calcutta 2002 — 2005
Bachelor of Commerce (Honors), Accounting and Finance
Cary Street Partners September 2013 - Present
BB&T Capital Markets August 2011 - February 2013
College of William and Mary May 2010 - May 2011
College of William and Mary May 2010 - May 2011
Ernst & Young June 2010 - August 2010
Ernst & Young December 2008 - June 2009
BDO Lodha & Co, Chartered Accountants October 2007 - October 2008
BDO Lodha & Co, Chartered Accountants October 2005 - October 2007
Skills
Investment Banking, Financial Modeling, Equity Valuation, Equity Research, Due Diligence, Bloomberg, Quantitative Analysis, Qualitative Research, Microsoft Office, Morningstar, Factiva, Thomson One, Minitab, Crystal Ball, Audit, SAP, Tally, Factset, Accounting, Commodities, Ethanol, Sugar and HFCS, Agribusiness, Auditing, Quantitative Analytics, Business Analysis, Business Strategy, Tally ERP, Financial Analysis, Commodity, Oracle E-Business Suite, Oracle Applications, ERP Oracle, Portfolio Management, Data Analysis, Capital IQ, Mergers & Acquisitions, Hedge Funds, Investments, IBISWorld, Derivatives, Valuation, Corporate Finance, Finance, DCF
Education
The College of William and Mary - The Mason School of Business 2009 — 2011
Masters in Business Administration, Finance and Strategy
The Institute of Chartered Accountants of India 2004 — 2007
Chartered Accountant, Accounting and Finance, First attempt
University of Calcutta 2002 — 2005
Bachelor of Commerce (Honors), Accounting and Finance
Blair Brantley, CFA Blair Brantley, CFA's BB&T Capital Markets Experience May 2011 - Present
Job Equity Analyst at BB&T Capital Markets
Industry Research
Experience
BB&T Capital Markets May 2011 - Present
Sterne Agee 2009 - 2011
Stifel Financial Corp. 2002 - 2009
Skills
Equity Research, Valuation, Securities, Series 7, Financial Analysis, Bloomberg, Equity Valuation, Capital Markets, Equities, Investment Banking, Financial Modeling, Corporate Finance, Hedge Funds
Education
Randolph-Macon College 1996 — 2000
Bachelor of Arts (B.A.), Business & Economics
BB&T Capital Markets May 2011 - Present
Sterne Agee 2009 - 2011
Stifel Financial Corp. 2002 - 2009
Skills
Equity Research, Valuation, Securities, Series 7, Financial Analysis, Bloomberg, Equity Valuation, Capital Markets, Equities, Investment Banking, Financial Modeling, Corporate Finance, Hedge Funds
Education
Randolph-Macon College 1996 — 2000
Bachelor of Arts (B.A.), Business & Economics
Marie Pisecki Marie Pisecki's BB&T Capital Markets Experience 2001 - 2008
Job MSP Reports LLC
Industry Research
Experience
MSP Reports LLC January 2009 - Present
BB&T Capital Markets 2001 - 2008
First Union Securities 1996 - 2001
Moody's Investors Service 1986 - 1995
United States Air Force 1976 - 1980
Skills
Research, Analysis, Bonds, Strategic Planning, Financial Analysis, Due Diligence, Investments
Education
The University of Texas at Austin - The LBJ School of Public Affairs 1983 — 1985
MAF, Master of Public Affairs
The University of Texas at Austin 1980 — 1983
Bachelor of Arts, Middle Eastern Studies
MSP Reports LLC January 2009 - Present
BB&T Capital Markets 2001 - 2008
First Union Securities 1996 - 2001
Moody's Investors Service 1986 - 1995
United States Air Force 1976 - 1980
Skills
Research, Analysis, Bonds, Strategic Planning, Financial Analysis, Due Diligence, Investments
Education
The University of Texas at Austin - The LBJ School of Public Affairs 1983 — 1985
MAF, Master of Public Affairs
The University of Texas at Austin 1980 — 1983
Bachelor of Arts, Middle Eastern Studies
Philip McQuitty Philip McQuitty's BB&T Capital Markets Experience June 2015 - August 2015
Job NCAA Division I Soccer Team at George Washington University
Industry Banking
Experience
BB&T Capital Markets June 2015 - August 2015
GWU Student Investment Fund January 2015 - May 2015
Alliance to Save Energy June 2014 - August 2014
Lemonade Day DC March 2014 - March 2014
Life Time - The Healthy Way of Life Company June 2013 - August 2013
Skills
Teamwork, PowerPoint, Stocks, Technolgy, Financial Modeling, Investments
Education
George Washington University 2012 — 2016
Bachelor of Business Administration (BBA), Finance, International Business
BB&T Capital Markets June 2015 - August 2015
GWU Student Investment Fund January 2015 - May 2015
Alliance to Save Energy June 2014 - August 2014
Lemonade Day DC March 2014 - March 2014
Life Time - The Healthy Way of Life Company June 2013 - August 2013
Skills
Teamwork, PowerPoint, Stocks, Technolgy, Financial Modeling, Investments
Education
George Washington University 2012 — 2016
Bachelor of Business Administration (BBA), Finance, International Business
John Ribble's BB&T Capital Markets Experience 2012 - June 2015
Job Private Equity Associate at The Riverside Company
Industry Venture Capital & Private Equity
Experience
The Riverside Company August 2015 - Present
BB&T Capital Markets 2012 - June 2015
The College of William and Mary 2008 - 2012
Algonquin Advisors 2011 - 2011
Big Brothers Big Sisters 2009 - 2011
Boy Scouts of America 2001 - 2006
Skills
Microsoft Office, Valuation, Investment Banking, Mergers & Acquisitions, Capital Markets, Research, Customer Service, Financial Modeling, Microsoft Excel, Public Speaking, Bloomberg, Management, Interviews
Education
The College of William and Mary
Bachelor of Business Administration, Finance, Entrepreneurship Concentration, Psychology Minor
The College of William and Mary - The Mason School of Business
B.B.A., Finance
The Riverside Company August 2015 - Present
BB&T Capital Markets 2012 - June 2015
The College of William and Mary 2008 - 2012
Algonquin Advisors 2011 - 2011
Big Brothers Big Sisters 2009 - 2011
Boy Scouts of America 2001 - 2006
Skills
Microsoft Office, Valuation, Investment Banking, Mergers & Acquisitions, Capital Markets, Research, Customer Service, Financial Modeling, Microsoft Excel, Public Speaking, Bloomberg, Management, Interviews
Education
The College of William and Mary
Bachelor of Business Administration, Finance, Entrepreneurship Concentration, Psychology Minor
The College of William and Mary - The Mason School of Business
B.B.A., Finance
Rich Boghosian Rich Boghosian's BB&T Capital Markets Experience June 2011 - November 2014
Job Associate at H.I.G. Capital
Industry Venture Capital & Private Equity
Experience
H.I.G. Capital January 2015 - Present
BB&T Capital Markets June 2011 - November 2014
State Street Corporation, Enterprise Risk Management June 2009 - June 2011
Skills
Investment Banking, Financial Modeling, Mergers & Acquisitions, Valuation, Corporate Finance, Economics, Capital Markets, Finance, Financial Risk, Financial Analysis, Investments, Bloomberg, Strategy, Strategic Planning, Due Diligence, DCF, Private Equity, Equities, Capital IQ, Mergers, Business Strategy, Market Research, Bloomberg Terminal, Research, Entrepreneurship, LBO, Deal Execution, Alternative Investments, Microsoft Excel, Divestitures, Public Markets, Middle Market, Deal Sourcing, Financial Statement..., Financial Statements, Data Analysis, Portfolio Management, Venture Capital, Business Development, New Business Development, Competitive Analysis, Management, Business Valuation, Asset Management, Credit Risk, Microsoft Office, PowerPoint
Education
The George Washington University - School of Business 2005 — 2009
BBA, Finance
H.I.G. Capital January 2015 - Present
BB&T Capital Markets June 2011 - November 2014
State Street Corporation, Enterprise Risk Management June 2009 - June 2011
Skills
Investment Banking, Financial Modeling, Mergers & Acquisitions, Valuation, Corporate Finance, Economics, Capital Markets, Finance, Financial Risk, Financial Analysis, Investments, Bloomberg, Strategy, Strategic Planning, Due Diligence, DCF, Private Equity, Equities, Capital IQ, Mergers, Business Strategy, Market Research, Bloomberg Terminal, Research, Entrepreneurship, LBO, Deal Execution, Alternative Investments, Microsoft Excel, Divestitures, Public Markets, Middle Market, Deal Sourcing, Financial Statement..., Financial Statements, Data Analysis, Portfolio Management, Venture Capital, Business Development, New Business Development, Competitive Analysis, Management, Business Valuation, Asset Management, Credit Risk, Microsoft Office, PowerPoint
Education
The George Washington University - School of Business 2005 — 2009
BBA, Finance
Chip Gerstenmaier's BB&T Capital Markets Experience August 2013 - Present
Job Analyst at BB&T Capital Markets
Industry Investment Banking
Experience
BB&T Capital Markets August 2013 - Present
BB&T Capital Markets June 2012 - August 2012
Davenport & Company LLC June 2011 - August 2011
Skills
Financial Modeling, Financial Analysis, Data Analysis, Corporate Finance, Finance, Capital Markets, Analysis, DCF, Due Diligence, Mergers & Acquisitions
Education
The Ohio State University - The Max M. Fisher College of Business 2009 — 2013
(B.S.B.A.), Finance
Douglas S. Freeman High School 2006 — 2009
BB&T Capital Markets August 2013 - Present
BB&T Capital Markets June 2012 - August 2012
Davenport & Company LLC June 2011 - August 2011
Skills
Financial Modeling, Financial Analysis, Data Analysis, Corporate Finance, Finance, Capital Markets, Analysis, DCF, Due Diligence, Mergers & Acquisitions
Education
The Ohio State University - The Max M. Fisher College of Business 2009 — 2013
(B.S.B.A.), Finance
Douglas S. Freeman High School 2006 — 2009
Genia Weeks Genia Weeks's BB&T Capital Markets Experience 2011 - Present
Job Vice President | Municipal Markets Operating Officer
Industry Investment Banking
Experience
BB&T Capital Markets 2011 - Present
BB&T Capital Markets 2006 - 2011
IBM Global Services September 2005 - November 2006
Virginia Resources Authority June 2003 - September 2005
Education
Randolph College 1997 — 2001
BA, Economics
BB&T Capital Markets 2011 - Present
BB&T Capital Markets 2006 - 2011
IBM Global Services September 2005 - November 2006
Virginia Resources Authority June 2003 - September 2005
Education
Randolph College 1997 — 2001
BA, Economics
Bill McCarthy, MBA Bill McCarthy, MBA's BB&T Capital Markets Experience March 2001 - November 2005
Job Alembic Global Advisors Director Institutional Equity Sales
Industry Financial Services
Experience
Alembic Global Advisors October 2014 - Present
Davenport & Company LLC November 2005 - October 2014
BB&T Capital Markets March 2001 - November 2005
Kreg Information Systems May 1998 - August 1999
Polymedco August 1994 - August 1997
McKesson August 1991 - September 1994
Skills
Securities, Investments, Equities, Series 63, Hedge Funds, Series 7, Sales Presentations, Investment Management, Equity Research, Mutual Funds, Marketing, Series 66, Accredited Investment...
Education
The College of William and Mary - The Mason School of Business 1999 — 2001
MBA, Finance
Virginia Military Institute 1984 — 1987
Bachelor of Arts, Economics
Oakton High School 1981 — 1983
Chaminade High School 1979 — 1981
Alembic Global Advisors October 2014 - Present
Davenport & Company LLC November 2005 - October 2014
BB&T Capital Markets March 2001 - November 2005
Kreg Information Systems May 1998 - August 1999
Polymedco August 1994 - August 1997
McKesson August 1991 - September 1994
Skills
Securities, Investments, Equities, Series 63, Hedge Funds, Series 7, Sales Presentations, Investment Management, Equity Research, Mutual Funds, Marketing, Series 66, Accredited Investment...
Education
The College of William and Mary - The Mason School of Business 1999 — 2001
MBA, Finance
Virginia Military Institute 1984 — 1987
Bachelor of Arts, Economics
Oakton High School 1981 — 1983
Chaminade High School 1979 — 1981
Chris Keysor's BB&T Capital Markets Experience February 2006 - April 2008
Job CEO/President
Industry Hospital & Health Care
Experience
Lenbrook January 2014 - Present
Lenbrook Atlanta June 2009 - July 2013
spectrum marketing 2005 - 2009
BB&T Capital Markets February 2006 - April 2008
Larson Allen 2002 - 2005
BDO 1998 - 2002
KPMG 1989 - 1996
Skills
Forecasting, Customer Service, Financial Analysis, Budgets, Marketing, Strategic Planning, Management, Financial Modeling, Healthcare, Public Speaking, Due Diligence, CPA, Public Relations, Accounting, Mergers & Acquisitions, Advertising, Nonprofits, Finance
Education
University of Florida 1987 — 1989
BS, Accounting
Lenbrook January 2014 - Present
Lenbrook Atlanta June 2009 - July 2013
spectrum marketing 2005 - 2009
BB&T Capital Markets February 2006 - April 2008
Larson Allen 2002 - 2005
BDO 1998 - 2002
KPMG 1989 - 1996
Skills
Forecasting, Customer Service, Financial Analysis, Budgets, Marketing, Strategic Planning, Management, Financial Modeling, Healthcare, Public Speaking, Due Diligence, CPA, Public Relations, Accounting, Mergers & Acquisitions, Advertising, Nonprofits, Finance
Education
University of Florida 1987 — 1989
BS, Accounting
Andrew Wolf's BB&T Capital Markets Experience
Job Equity Analyst at BB&T Capital Markets
Industry Capital Markets
Experience
BB&T Capital Markets
Skills
Equity Research
Education
Babson College
Master of Business Administration (MBA), Marketing
McGill University
Bachelor of Commerce (BCom), Economics
McGill University
Bachelor of Commerce (BCom), Economics
BB&T Capital Markets
Skills
Equity Research
Education
Babson College
Master of Business Administration (MBA), Marketing
McGill University
Bachelor of Commerce (BCom), Economics
McGill University
Bachelor of Commerce (BCom), Economics
David Samuel David Samuel's BB&T Capital Markets Experience January 2013 - Present
Job Vice President, Syndications Loan Trading at BB&T Capital Markets
Industry Financial Services
Experience
BB&T Capital Markets January 2013 - Present
BB&T Capital Markets September 2011 - December 2012
Mann, Armistead & Epperson, Ltd. July 2001 - June 2009
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA, Corporate Finance
Wake Forest University 1997 — 2001
BS, Business
BB&T Capital Markets January 2013 - Present
BB&T Capital Markets September 2011 - December 2012
Mann, Armistead & Epperson, Ltd. July 2001 - June 2009
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA, Corporate Finance
Wake Forest University 1997 — 2001
BS, Business
Reid Burford Reid Burford's BB&T Capital Markets Experience 2004 - Present
Job Managing Director Head of Corporate Equity Services
Industry Investment Banking
Experience
BB&T Capital Markets 2004 - Present
Wachovia Securities LLC 1999 - 2004
Skills
Series 63, Capital Markets, Equities, Investment Banking, Series 7, Financial Modeling, Securities, Valuation, Investments
Education
Va Tech- Pamplin College of Business 1988 — 1992
BS, Marketing/ Finance
Loyola University Maryland 1999 — 2002
MBA, Finance
BB&T Capital Markets 2004 - Present
Wachovia Securities LLC 1999 - 2004
Skills
Series 63, Capital Markets, Equities, Investment Banking, Series 7, Financial Modeling, Securities, Valuation, Investments
Education
Va Tech- Pamplin College of Business 1988 — 1992
BS, Marketing/ Finance
Loyola University Maryland 1999 — 2002
MBA, Finance
Sara Seward's BB&T Capital Markets Experience March 2012 - September 2012
Job CoOwner/Instructor at barReVA
Industry Health, Wellness and Fitness
Experience
barReVA July 2015 - Present
Sara Seward Health Coaching, LLC June 2014 - Present
Mann, Armistead and Epperson November 2013 - April 2015
RichmondBarre, LLC July 2013 - October 2014
Health Warrior, Inc. September 2012 - October 2013
BB&T Capital Markets March 2012 - September 2012
BB&T Capital Markets June 2011 - March 2012
BB&T Capital Markets August 2010 - June 2011
Skills
Financial Analysis, Financial Modeling, Equities, Capital Markets, Microsoft Excel, Equity Research, PowerPoint, Microsoft Office, Business Strategy, Data Analysis, Market Research
Education
University of Virginia 2004 — 2008
Bachelor of Science (BS), Economics
Mary Baldwin College 2008 — 2010
Master of Arts (M.A.), Elementary Education and Teaching
Institute for Integrative Nutrition 2013 — 2014
Certification as a Holistic Health Coach, Integrative Health and Healing; Functional Nutrition
barReVA July 2015 - Present
Sara Seward Health Coaching, LLC June 2014 - Present
Mann, Armistead and Epperson November 2013 - April 2015
RichmondBarre, LLC July 2013 - October 2014
Health Warrior, Inc. September 2012 - October 2013
BB&T Capital Markets March 2012 - September 2012
BB&T Capital Markets June 2011 - March 2012
BB&T Capital Markets August 2010 - June 2011
Skills
Financial Analysis, Financial Modeling, Equities, Capital Markets, Microsoft Excel, Equity Research, PowerPoint, Microsoft Office, Business Strategy, Data Analysis, Market Research
Education
University of Virginia 2004 — 2008
Bachelor of Science (BS), Economics
Mary Baldwin College 2008 — 2010
Master of Arts (M.A.), Elementary Education and Teaching
Institute for Integrative Nutrition 2013 — 2014
Certification as a Holistic Health Coach, Integrative Health and Healing; Functional Nutrition
Stephanie M. Krewson-Kelly Stephanie M. Krewson-Kelly's BB&T Capital Markets Experience 2002 - 2007
Job VP Investor Relations, Corporate Office Properties Trust | Author, "REIT Roadmap" & "4Leaf Clovers"
Industry Real Estate
Experience
Corporate Office Properties Trust January 2011 - Present
Author 2014 - 2015
REIT Roadmap: An Insider's Guide to Successful Investing in Real Estate Investment Trusts (2nd ed.) 2010 - 2011
BB&T Capital Markets 2002 - 2007
Skills
Corporate Communications, Investor Relations, Financial Modeling, Writers, Stock Valuation, Bigdough, Stock Research, Financial Advisory, REITs, Real Estate Investment..., Real Estate Economics, REIT, Real Estate Development, Securities, Finance, Commercial Real Estate, Corporate Finance, Portfolio Management, Corporate Governance, Venture Capital, SEC filings, Investment Strategies, Capital, Equity Valuation, Management, Capital Markets, Marketing, Due Diligence, Asset Management, Valuation, Investments
Education
University of Pennsylvania 1987 — 1991
BS and BA, Fianance & English
Corporate Office Properties Trust January 2011 - Present
Author 2014 - 2015
REIT Roadmap: An Insider's Guide to Successful Investing in Real Estate Investment Trusts (2nd ed.) 2010 - 2011
BB&T Capital Markets 2002 - 2007
Skills
Corporate Communications, Investor Relations, Financial Modeling, Writers, Stock Valuation, Bigdough, Stock Research, Financial Advisory, REITs, Real Estate Investment..., Real Estate Economics, REIT, Real Estate Development, Securities, Finance, Commercial Real Estate, Corporate Finance, Portfolio Management, Corporate Governance, Venture Capital, SEC filings, Investment Strategies, Capital, Equity Valuation, Management, Capital Markets, Marketing, Due Diligence, Asset Management, Valuation, Investments
Education
University of Pennsylvania 1987 — 1991
BS and BA, Fianance & English
David Paschal's BB&T Capital Markets Experience June 2011 - August 2011
Job Vice President at Owner Resource Group
Industry Venture Capital & Private Equity
Experience
Owner Resource Group July 2015 - Present
Owner Resource Group August 2013 - July 2015
Harris Williams & Co. June 2011 - July 2013
BB&T Capital Markets June 2011 - August 2011
Skills
Valuation, Financial Modeling, Due Diligence, Financial Analysis, Investment Banking, Corporate Finance, Equities, Mergers & Acquisitions, LBO, Mergers, Finance, Microsoft Excel, PowerPoint, DCF, Market Research, Strategy, Management, Private Equity
Education
University of North Carolina at Chapel Hill 2007 — 2011
Bachelor of Science (BS), Business Administration
Charlotte Latin School 2004 — 2007
Owner Resource Group July 2015 - Present
Owner Resource Group August 2013 - July 2015
Harris Williams & Co. June 2011 - July 2013
BB&T Capital Markets June 2011 - August 2011
Skills
Valuation, Financial Modeling, Due Diligence, Financial Analysis, Investment Banking, Corporate Finance, Equities, Mergers & Acquisitions, LBO, Mergers, Finance, Microsoft Excel, PowerPoint, DCF, Market Research, Strategy, Management, Private Equity
Education
University of North Carolina at Chapel Hill 2007 — 2011
Bachelor of Science (BS), Business Administration
Charlotte Latin School 2004 — 2007
Tony Posthauer's BB&T Capital Markets Experience March 2003 - November 2004
Job Managing Director Municipal Finance at First Tryon Securities
Industry Capital Markets
Experience
INTL FC Stone June 2015 - Present
First Tryon Securities June 2010 - May 2015
SunTrust Bank June 2007 - May 2010
Morgan Keegan & Co., Inc. November 2004 - April 2007
BB&T Capital Markets March 2003 - November 2004
Bank of America November 2000 - March 2003
Interstate Johnson Lane September 1992 - October 2000
Wachovia Bank October 1982 - August 1992
Skills
Municipalities, Fixed Income, Trading, Bonds, Series 63, Capital Markets, Series 7, Securities, Portfolio Management, Bloomberg, Options, Structured Products, Investment Banking, Interest Rate..., Finance, Investments, Asset Management
Education
Purdue University - Krannert School of Management 1978 — 1982
B.S., Business, Finance
West Lafayette High School 1974 — 1978
INTL FC Stone June 2015 - Present
First Tryon Securities June 2010 - May 2015
SunTrust Bank June 2007 - May 2010
Morgan Keegan & Co., Inc. November 2004 - April 2007
BB&T Capital Markets March 2003 - November 2004
Bank of America November 2000 - March 2003
Interstate Johnson Lane September 1992 - October 2000
Wachovia Bank October 1982 - August 1992
Skills
Municipalities, Fixed Income, Trading, Bonds, Series 63, Capital Markets, Series 7, Securities, Portfolio Management, Bloomberg, Options, Structured Products, Investment Banking, Interest Rate..., Finance, Investments, Asset Management
Education
Purdue University - Krannert School of Management 1978 — 1982
B.S., Business, Finance
West Lafayette High School 1974 — 1978
Jason Greenberg Jason Greenberg's BB&T Capital Markets Experience September 2008 - December 2008
Job Operations Associate at River Birch Capital
Industry Investment Management
Experience
River Birch Capital February 2012 - Present
Avesta Capital Advisors August 2011 - February 2012
J.P. Morgan July 2009 - August 2011
BB&T Capital Markets September 2008 - December 2008
J.P. Morgan June 2008 - August 2008
Deutsche Bank May 2007 - August 2007
Skills
Trading, Prime Brokerage, FINRA, Equity Research, Equities, Investments, Bloomberg, Securities, Series 7, Fixed Income, Corporate Finance, Hedge Funds, Swaps, Asset Management, Middle Office, Valuation, Alternative Investments, Equity Derivatives, Portfolio Management, Options, Client Services, Derivatives, Capital Markets, Bonds, Financial Services, Trading Systems, Due Diligence
Education
University of Richmond 2005 — 2009
Bachelor of Science in Business Administration, Finance & Economics
The University of Edinburgh 2007 — 2007
Economics
Solomon Schechter
Solomon Schechter
River Birch Capital February 2012 - Present
Avesta Capital Advisors August 2011 - February 2012
J.P. Morgan July 2009 - August 2011
BB&T Capital Markets September 2008 - December 2008
J.P. Morgan June 2008 - August 2008
Deutsche Bank May 2007 - August 2007
Skills
Trading, Prime Brokerage, FINRA, Equity Research, Equities, Investments, Bloomberg, Securities, Series 7, Fixed Income, Corporate Finance, Hedge Funds, Swaps, Asset Management, Middle Office, Valuation, Alternative Investments, Equity Derivatives, Portfolio Management, Options, Client Services, Derivatives, Capital Markets, Bonds, Financial Services, Trading Systems, Due Diligence
Education
University of Richmond 2005 — 2009
Bachelor of Science in Business Administration, Finance & Economics
The University of Edinburgh 2007 — 2007
Economics
Solomon Schechter
Solomon Schechter
Sarah Bryson Sarah Bryson's BB&T Capital Markets Experience June 2010 - Present
Job Vice President, Corporate Banking at BB&T Capital Markets
Industry Banking
Experience
BB&T Capital Markets June 2010 - Present
Comerica Bank April 2008 - May 2010
Comerica Bank September 2006 - April 2008
Education
Texas Tech University - Rawls College of Business 2004 — 2006
MBA
Texas Tech University School of Law 2003 — 2006
JD
Sul Ross State University 2001 — 2003
BBA, Management
BB&T Capital Markets June 2010 - Present
Comerica Bank April 2008 - May 2010
Comerica Bank September 2006 - April 2008
Education
Texas Tech University - Rawls College of Business 2004 — 2006
MBA
Texas Tech University School of Law 2003 — 2006
JD
Sul Ross State University 2001 — 2003
BBA, Management
Ken Cluff's BB&T Capital Markets Experience May 2011 - Present
Job Vice President, Market Risk Manager at BB&T Capital Markets
Industry Financial Services
Experience
BB&T Capital Markets May 2011 - Present
Fannie Mae July 2008 - May 2011
Ministry of Finance and Public Credit, Republic of Colombia November 2009 - May 2010
Fannie Mae July 2008 - November 2009
Wachovia Securities January 2004 - June 2008
Wachovia 2004 - 2006
Wachovia Securities 2003 - 2004
Bank of America 1997 - 2000
Skills
Analysis, Credit, Credit Analysis, Change Management, Capital Markets, Derivatives, Finance, Financial Risk, Financial Analysis, Financial Services, Fixed Income, Leadership, Credit Risk, Management, Mergers, Project Management, Risk Management, Financial Modeling
Education
The College of William and Mary - The Mason School of Business 2007 — 2008
MBA
Virginia Commonwealth University - School of Business 1998 — 2002
BS, Economics
BB&T Capital Markets May 2011 - Present
Fannie Mae July 2008 - May 2011
Ministry of Finance and Public Credit, Republic of Colombia November 2009 - May 2010
Fannie Mae July 2008 - November 2009
Wachovia Securities January 2004 - June 2008
Wachovia 2004 - 2006
Wachovia Securities 2003 - 2004
Bank of America 1997 - 2000
Skills
Analysis, Credit, Credit Analysis, Change Management, Capital Markets, Derivatives, Finance, Financial Risk, Financial Analysis, Financial Services, Fixed Income, Leadership, Credit Risk, Management, Mergers, Project Management, Risk Management, Financial Modeling
Education
The College of William and Mary - The Mason School of Business 2007 — 2008
MBA
Virginia Commonwealth University - School of Business 1998 — 2002
BS, Economics
John Tillotson's BB&T Capital Markets Experience 2015 - 2015
Job Investment Banking Summer Analyst at BB&T Capital Markets
Industry Investment Banking
Experience
Babson Apprentice Fund September 2013 - Present
Babson Investment Banking Association September 2013 - Present
BB&T Capital Markets 2015 - 2015
Aetna May 2014 - August 2014
Wadovick & Associates March 2014 - April 2014
Town of North Kingstown June 2012 - August 2013
University of New Hampshire September 2012 - May 2013
New Hampshire Outing Club September 2012 - May 2013
Education
Babson College 2013 — 2016
Bachelor of Science in Business, Finance
University of New Hampshire - Whittemore School of Business and Economics 2012 — 2013
Economics and Finance
Babson Apprentice Fund September 2013 - Present
Babson Investment Banking Association September 2013 - Present
BB&T Capital Markets 2015 - 2015
Aetna May 2014 - August 2014
Wadovick & Associates March 2014 - April 2014
Town of North Kingstown June 2012 - August 2013
University of New Hampshire September 2012 - May 2013
New Hampshire Outing Club September 2012 - May 2013
Education
Babson College 2013 — 2016
Bachelor of Science in Business, Finance
University of New Hampshire - Whittemore School of Business and Economics 2012 — 2013
Economics and Finance
Scott Storey Scott Storey's BB&T Capital Markets Experience June 2010 - Present
Job BB&T Capital Markets
Industry Investment Banking
Experience
BB&T Capital Markets June 2010 - Present
Cary Street Partners June 2003 - June 2010
Kenan Institute Asia July 2002 - June 2003
Legg Mason June 2001 - August 2001
PricewaterhouseCoopers July 1997 - June 2000
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2000 — 2002
MBA, Finance
University of Virginia 1992 — 1997
B.S. in Commerce, Double major in Finance and Economics
BB&T Capital Markets June 2010 - Present
Cary Street Partners June 2003 - June 2010
Kenan Institute Asia July 2002 - June 2003
Legg Mason June 2001 - August 2001
PricewaterhouseCoopers July 1997 - June 2000
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2000 — 2002
MBA, Finance
University of Virginia 1992 — 1997
B.S. in Commerce, Double major in Finance and Economics
Brennan Matthews Brennan Matthews's BB&T Capital Markets Experience June 2015 - Present
Job Equity Research Associate
Industry Capital Markets
Experience
BB&T Capital Markets June 2015 - Present
Telsey Advisory Group November 2013 - May 2015
Northland Securities August 2011 - November 2013
Bank of America Merrill Lynch October 2010 - May 2011
Skills
Series 7, Series 63, Financial Modeling, Equity Research, Microsoft Excel, Capital Markets, Analytical Reasoning, Microsoft Word, Thomson One Analytics, Series 86/87, Valuation, Finance, Portfolio Management
Education
Marquette University 2007 — 2011
Bachelor of Science (BS), Finance, Economics
BB&T Capital Markets June 2015 - Present
Telsey Advisory Group November 2013 - May 2015
Northland Securities August 2011 - November 2013
Bank of America Merrill Lynch October 2010 - May 2011
Skills
Series 7, Series 63, Financial Modeling, Equity Research, Microsoft Excel, Capital Markets, Analytical Reasoning, Microsoft Word, Thomson One Analytics, Series 86/87, Valuation, Finance, Portfolio Management
Education
Marquette University 2007 — 2011
Bachelor of Science (BS), Finance, Economics
Taylor Edgerton's BB&T Capital Markets Experience May 2008 - August 2008
Job Summer Associate at Bain & Company
Industry Management Consulting
Experience
Bain & Company June 2015 - Present
Kellogg School of Management August 2014 - Present
Oasis Collections June 2014 - August 2014
Port Logistics Group April 2012 - June 2014
Merrill Lynch July 2010 - March 2012
Merrill Lynch June 2009 - August 2009
BB&T Capital Markets May 2008 - August 2008
Skills
Valuation, Bloomberg, Series 7, Series 63, Business Development, Intex, Supply Chain Management, Strategy, Management, CAS, Supply Chain, Logistics, E-commerce, 3PL, Credit Analysis, Spanish
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
University of Virginia 2006 — 2010
B.S., Commerce
Bain & Company June 2015 - Present
Kellogg School of Management August 2014 - Present
Oasis Collections June 2014 - August 2014
Port Logistics Group April 2012 - June 2014
Merrill Lynch July 2010 - March 2012
Merrill Lynch June 2009 - August 2009
BB&T Capital Markets May 2008 - August 2008
Skills
Valuation, Bloomberg, Series 7, Series 63, Business Development, Intex, Supply Chain Management, Strategy, Management, CAS, Supply Chain, Logistics, E-commerce, 3PL, Credit Analysis, Spanish
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
University of Virginia 2006 — 2010
B.S., Commerce
Elica Ivanova Elica Ivanova's BB&T Capital Markets Experience March 2007 - January 2009
Job Sr. Financial Analyst at NewMarket Corporation
Industry Investment Banking
Experience
NewMarket Corporation September 2015 - Present
Transact Capital Partners, LLC August 2011 - Present
Alpha Omega Capital Partners February 2009 - September 2011
BB&T Capital Markets March 2007 - January 2009
BB&T Capital Markets May 2006 - December 2006
SUPERVALU, Inc. May 2004 - May 2006
Skills
Valuation, Investment Banking, Private Equity, Financial Modeling, Mergers, DCF, Investments, Business Valuation, Series 7, Corporate Finance, Series 79, Series 66, FINRA, Mergers & Acquisitions, Finance, Equity Research
Education
University of Richmond 2004 — 2006
Finance
Virginia Union University 2003 — 2006
Bachelor of Science, Major: Finance & Economics; Second Major: Accounting
PMG Geo Milev 1999 — 2002
NewMarket Corporation September 2015 - Present
Transact Capital Partners, LLC August 2011 - Present
Alpha Omega Capital Partners February 2009 - September 2011
BB&T Capital Markets March 2007 - January 2009
BB&T Capital Markets May 2006 - December 2006
SUPERVALU, Inc. May 2004 - May 2006
Skills
Valuation, Investment Banking, Private Equity, Financial Modeling, Mergers, DCF, Investments, Business Valuation, Series 7, Corporate Finance, Series 79, Series 66, FINRA, Mergers & Acquisitions, Finance, Equity Research
Education
University of Richmond 2004 — 2006
Finance
Virginia Union University 2003 — 2006
Bachelor of Science, Major: Finance & Economics; Second Major: Accounting
PMG Geo Milev 1999 — 2002
Jeff Forbis Jeff Forbis's BB&T Capital Markets Experience 2011 - Present
Job SVP Energy Group Manager at BB&T Capital Markets
Industry Banking
Experience
BB&T Capital Markets 2011 - Present
Sterling Bank 2005 - 2011
Invensys plc 2002 - 2004
Enron Energy Services 2000 - 2001
Enron, Inc. 1999 - 2001
Koch Industries 1997 - 1999
Bank of America 1983 - 1997
NationsBank Capital Markets 1988 - 1993
JP Morgan 1979 - 1983
Skills
Loan Origination, Financial Structuring, Energy, Financial Modeling, Mergers, Financial Analysis, Portfolio Management, Valuation, Corporate Finance, Risk Management, Strategic Planning, Investments, Forecasting
Education
University of Michigan - Stephen M. Ross School of Business 1977 — 1979
MBA, Finance
Tulane University 1973 — 1977
BA, Economics
BB&T Capital Markets 2011 - Present
Sterling Bank 2005 - 2011
Invensys plc 2002 - 2004
Enron Energy Services 2000 - 2001
Enron, Inc. 1999 - 2001
Koch Industries 1997 - 1999
Bank of America 1983 - 1997
NationsBank Capital Markets 1988 - 1993
JP Morgan 1979 - 1983
Skills
Loan Origination, Financial Structuring, Energy, Financial Modeling, Mergers, Financial Analysis, Portfolio Management, Valuation, Corporate Finance, Risk Management, Strategic Planning, Investments, Forecasting
Education
University of Michigan - Stephen M. Ross School of Business 1977 — 1979
MBA, Finance
Tulane University 1973 — 1977
BA, Economics
Scott Schumann Scott Schumann's BB&T Capital Markets Experience August 2000 - August 2005
Job Co Owner; VP of Operations and Finance at LifeLinks, LLC
Industry Hospital & Health Care
Experience
LifeLinks Care April 2015 - Present
Safe Haven Family Shelter 2010 - Present
Wells Fargo June 2010 - March 2015
Bank of America August 2005 - June 2010
BB&T Capital Markets August 2000 - August 2005
Skills
Banking, Financial Analysis, Commercial Banking, Strategic Planning, Accounting, Leadership, Research, Business Strategy, Management, Business Development, Entrepreneurship, Customer Service, Leadership Development, Project Management, New Business Development, Public Speaking, Fundraising, Account Management, Nonprofits, Marketing Strategy
Education
Lipscomb University 2002 — 2004
Accounting
Quinlan School of Business, Loyola University Chicago 1994 — 1996
MBA
St. Joseph's College (IN) 1990 — 1992
BBA, Business Administration
Harlaxton College in Grantham, England
Bachelor's Degree
LifeLinks Care April 2015 - Present
Safe Haven Family Shelter 2010 - Present
Wells Fargo June 2010 - March 2015
Bank of America August 2005 - June 2010
BB&T Capital Markets August 2000 - August 2005
Skills
Banking, Financial Analysis, Commercial Banking, Strategic Planning, Accounting, Leadership, Research, Business Strategy, Management, Business Development, Entrepreneurship, Customer Service, Leadership Development, Project Management, New Business Development, Public Speaking, Fundraising, Account Management, Nonprofits, Marketing Strategy
Education
Lipscomb University 2002 — 2004
Accounting
Quinlan School of Business, Loyola University Chicago 1994 — 1996
MBA
St. Joseph's College (IN) 1990 — 1992
BBA, Business Administration
Harlaxton College in Grantham, England
Bachelor's Degree
Jake McFadden's BB&T Capital Markets Experience June 2012 - July 2012
Job JR Executive Recruiter at Consulting For Architects, Inc.
Industry Staffing and Recruiting
Experience
Consulting For Architects, Inc. 2014 - Present
BB&T Capital Markets June 2012 - July 2012
Skills
Marketing, Social Media Marketing, Marketing Strategy, Marketing Communications, Financial Analysis, Statistics, Statistical Modeling, Temporary Staffing, Permanent Placement, Architecture, Engineering, Entrepreneurship, Advertising, Human Resources
Education
University of Arizona 2013 — 2015
Bachelor’s Degree, Economy and Industry, 3.619 Cum Laude
Pepperdine University 2010 — 2012
Advertising
Consulting For Architects, Inc. 2014 - Present
BB&T Capital Markets June 2012 - July 2012
Skills
Marketing, Social Media Marketing, Marketing Strategy, Marketing Communications, Financial Analysis, Statistics, Statistical Modeling, Temporary Staffing, Permanent Placement, Architecture, Engineering, Entrepreneurship, Advertising, Human Resources
Education
University of Arizona 2013 — 2015
Bachelor’s Degree, Economy and Industry, 3.619 Cum Laude
Pepperdine University 2010 — 2012
Advertising
Maggie Caschette Maggie Caschette's BB&T Capital Markets Experience January 2015 - Present
Job Associate at BB&T Capital Markets
Industry Financial Services
Experience
BB&T Capital Markets January 2015 - Present
George K. Baum & Company January 2014 - January 2015
George K. Baum & Company July 2012 - January 2014
Bruner & Pappas LLP July 2011 - September 2012
18th Judicial Court District May 2010 - August 2010
Starrs Mihm LLP May 2008 - August 2008
Skills
Microsoft Office, Excel, PowerPoint, Word, Organizational..., Coaching
Education
Texas Christian University 2008 — 2012
Bachelor of Science, Political Science
Heritage High School 2004 — 2008
BB&T Capital Markets January 2015 - Present
George K. Baum & Company January 2014 - January 2015
George K. Baum & Company July 2012 - January 2014
Bruner & Pappas LLP July 2011 - September 2012
18th Judicial Court District May 2010 - August 2010
Starrs Mihm LLP May 2008 - August 2008
Skills
Microsoft Office, Excel, PowerPoint, Word, Organizational..., Coaching
Education
Texas Christian University 2008 — 2012
Bachelor of Science, Political Science
Heritage High School 2004 — 2008
Thom Albrecht's BB&T Capital Markets Experience August 2009 - Present
Job CFA; Managing Director at BB&T Capital Markets
Industry Financial Services
Experience
BB&T Capital Markets August 2009 - Present
Stephens Inc. February 2005 - July 2009
BB&T Capital Markets April 2000 - February 2005
ABN AMRO October 1997 - April 2000
A.G. Edwards & Sons, Inc. December 1986 - September 1997
Skills
Investment Banking, Transportation, Freight, Financial Analysis, Mergers, Financial Modeling, Public speaking;...
Education
University of Central Missouri 1980 — 1984
B.S. Business Admin, Finance
Alton High School
BB&T Capital Markets August 2009 - Present
Stephens Inc. February 2005 - July 2009
BB&T Capital Markets April 2000 - February 2005
ABN AMRO October 1997 - April 2000
A.G. Edwards & Sons, Inc. December 1986 - September 1997
Skills
Investment Banking, Transportation, Freight, Financial Analysis, Mergers, Financial Modeling, Public speaking;...
Education
University of Central Missouri 1980 — 1984
B.S. Business Admin, Finance
Alton High School
Kiu Chan's BB&T Capital Markets Experience October 2012 - September 2014
Job Compliance Examiner at Cambridge Investment Research
Industry Financial Services
Experience
Cambridge Investment Research, Inc. September 2014 - Present
BB&T Capital Markets October 2012 - September 2014
Fidelity Investments February 2011 - September 2012
E*TRADE Financial Corporation September 2008 - February 2011
Wachovia Securities Financial Network September 2004 - September 2008
Skills
Risk Management, Wealth Management, Mutual Funds, Series 63, Leadership, Investments, Series 7, Portfolio Management, Banking, Series 24, Financial Planning
Education
Duluth High School
Duluth High School
University of Maryland College Park
University of Maryland University College
Computer Science
Cambridge Investment Research, Inc. September 2014 - Present
BB&T Capital Markets October 2012 - September 2014
Fidelity Investments February 2011 - September 2012
E*TRADE Financial Corporation September 2008 - February 2011
Wachovia Securities Financial Network September 2004 - September 2008
Skills
Risk Management, Wealth Management, Mutual Funds, Series 63, Leadership, Investments, Series 7, Portfolio Management, Banking, Series 24, Financial Planning
Education
Duluth High School
Duluth High School
University of Maryland College Park
University of Maryland University College
Computer Science
Gregory Seare Gregory Seare's BB&T Capital Markets Experience June 2001 - December 2003
Job Managing Partner at Black Oak Capital Partners
Industry Investment Management
Experience
Black Oak Capital Partners February 2008 - Present
Seare Marriott & Co. December 2005 - July 2010
BB&T Capital Markets June 2001 - December 2003
Skills
Angel Investing, Capital, Corporate Development, Financial Modeling, Investments, Mergers, Private Equity, Venture Capital, Due Diligence, Strategic Planning
Education
The College of William and Mary - The Mason School of Business 1998 — 2001
MBA & Master's of Public Policy, Economics & Finance
University of Utah 1995 — 1997
Bachelor of Science (B.S.), Political Science and Government
Black Oak Capital Partners February 2008 - Present
Seare Marriott & Co. December 2005 - July 2010
BB&T Capital Markets June 2001 - December 2003
Skills
Angel Investing, Capital, Corporate Development, Financial Modeling, Investments, Mergers, Private Equity, Venture Capital, Due Diligence, Strategic Planning
Education
The College of William and Mary - The Mason School of Business 1998 — 2001
MBA & Master's of Public Policy, Economics & Finance
University of Utah 1995 — 1997
Bachelor of Science (B.S.), Political Science and Government
Gregory Waller Gregory Waller's BB&T Capital Markets Experience July 2015 - Present
Job Associate at BB&T Capital Markets
Industry Financial Services
Experience
BB&T Capital Markets July 2015 - Present
KeyBanc Capital Markets February 2015 - June 2015
Western Reserve Partners LLC January 2014 - January 2015
Blue Heron Capital June 2013 - August 2013
IMAP MB Partners January 2013 - June 2013
Schneider Downs September 2012 - January 2013
Boxwood Partners April 2012 - August 2012
City of Athens Director of Law May 2011 - August 2011
Youngstown State University August 2008 - June 2010
Skills
Valuation, Investment Banking, Capital IQ, Legal Research, Microsoft Excel, Private Equity, Financial Modeling, DCF Valuation, LBO Valuation, Multiples Valuation, Mergers & Acquisitions, Legal Writing, Leadership, Start-ups, Market Research, Financial Analysis, Due Diligence, Capital Markets, Venture Capital, Microsoft Word, PowerPoint, Writing, Presentations
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2011 — 2013
J.D./M.B.A., Finance
University of Pittsburgh School of Law 2010 — 2013
J.D./M.B.A., Banking, Corporate, Finance, and Securities Law
Youngstown State University 2008 — 2010
M.A., History
Youngstown State University 2004 — 2008
B.A., History
McDonald High School 2000 — 2004
BB&T Capital Markets July 2015 - Present
KeyBanc Capital Markets February 2015 - June 2015
Western Reserve Partners LLC January 2014 - January 2015
Blue Heron Capital June 2013 - August 2013
IMAP MB Partners January 2013 - June 2013
Schneider Downs September 2012 - January 2013
Boxwood Partners April 2012 - August 2012
City of Athens Director of Law May 2011 - August 2011
Youngstown State University August 2008 - June 2010
Skills
Valuation, Investment Banking, Capital IQ, Legal Research, Microsoft Excel, Private Equity, Financial Modeling, DCF Valuation, LBO Valuation, Multiples Valuation, Mergers & Acquisitions, Legal Writing, Leadership, Start-ups, Market Research, Financial Analysis, Due Diligence, Capital Markets, Venture Capital, Microsoft Word, PowerPoint, Writing, Presentations
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2011 — 2013
J.D./M.B.A., Finance
University of Pittsburgh School of Law 2010 — 2013
J.D./M.B.A., Banking, Corporate, Finance, and Securities Law
Youngstown State University 2008 — 2010
M.A., History
Youngstown State University 2004 — 2008
B.A., History
McDonald High School 2000 — 2004
Donald Quest, Jr Donald Quest, Jr's BB&T Capital Markets Experience November 2002 - Present
Job Senior Vice President, Institutional Sales/OSJ Principle BB&T Capital Markets
Industry Capital Markets
Experience
BB&T Capital Markets November 2002 - Present
Raymond James Financial, Inc. April 1992 - November 2002
PaineWebber May 1989 - April 1992
Education
Northern Arizona University
Bacelor of Science, Business Administration and Management, General
BB&T Capital Markets November 2002 - Present
Raymond James Financial, Inc. April 1992 - November 2002
PaineWebber May 1989 - April 1992
Education
Northern Arizona University
Bacelor of Science, Business Administration and Management, General
Thomas J. Durkin, Sr.'s BB&T Capital Markets Experience April 2002 - October 2004
Job President and Founder at Cohasset Concierge Services
Industry Consumer Services
Experience
Cohasset Concierge Services September 2014 - Present
Wedbush Securities March 2009 - August 2014
Pacific Growth Equities October 2004 - March 2009
BB&T Capital Markets April 2002 - October 2004
Weeden & Co. July 1996 - April 2002
State Street Bank February 1990 - July 1996
Skills
Series 7, Equity Trading, Investment Banking, Series 63, Bloomberg, Equities, Securities, Equity Research, Investments, Capital Markets, Options, Trading, Excel, Trading Systems, Word, PowerPoint, Microsoft Office, Series 55, Financial Services, Mutual Funds, Hedge Funds, Asset Management, Alternative Investments, Fixed Income, Management, Banking, Derivatives, IPO, Financial Analysis, Private Placements, Private Equity, Electronic Trading, Finance, Financial Markets, Due Diligence, Corporate Finance, Foreign Exchange, Investment Management, Risk Management, FINRA, Sales
Education
Suffolk University - Sawyer School of Management 1994 — 1996
Master of Science, Finance
University of Massachusetts, Amherst 1986 — 1990
Bachelor of Arts, Economics
Cohasset Concierge Services September 2014 - Present
Wedbush Securities March 2009 - August 2014
Pacific Growth Equities October 2004 - March 2009
BB&T Capital Markets April 2002 - October 2004
Weeden & Co. July 1996 - April 2002
State Street Bank February 1990 - July 1996
Skills
Series 7, Equity Trading, Investment Banking, Series 63, Bloomberg, Equities, Securities, Equity Research, Investments, Capital Markets, Options, Trading, Excel, Trading Systems, Word, PowerPoint, Microsoft Office, Series 55, Financial Services, Mutual Funds, Hedge Funds, Asset Management, Alternative Investments, Fixed Income, Management, Banking, Derivatives, IPO, Financial Analysis, Private Placements, Private Equity, Electronic Trading, Finance, Financial Markets, Due Diligence, Corporate Finance, Foreign Exchange, Investment Management, Risk Management, FINRA, Sales
Education
Suffolk University - Sawyer School of Management 1994 — 1996
Master of Science, Finance
University of Massachusetts, Amherst 1986 — 1990
Bachelor of Arts, Economics
Heather Earnest's BB&T Capital Markets Experience May 2015 - Present
Job Sales Strategy Manager at BB&T Capital Markets
Industry Financial Services
Experience
BB&T Capital Markets May 2015 - Present
BB&T October 2012 - May 2015
BB&T July 2009 - September 2012
BB&T October 2008 - June 2009
Skills
Business Analysis, Banking, Business Requirements, Process Improvement, Requirements Gathering, Business Process..., Vendor Management, Requirements Analysis, Business Process Mapping, Relationship Management, Financial Services, Portfolio Management
Education
Syracuse University
Bachelor of Science (BS), Communications and Broadcast Journalism
UNC Greensboro
Master of Education (M.Ed.), Education
BB&T Capital Markets May 2015 - Present
BB&T October 2012 - May 2015
BB&T July 2009 - September 2012
BB&T October 2008 - June 2009
Skills
Business Analysis, Banking, Business Requirements, Process Improvement, Requirements Gathering, Business Process..., Vendor Management, Requirements Analysis, Business Process Mapping, Relationship Management, Financial Services, Portfolio Management
Education
Syracuse University
Bachelor of Science (BS), Communications and Broadcast Journalism
UNC Greensboro
Master of Education (M.Ed.), Education
Davis Westbrook's BB&T Capital Markets Experience May 2012 - May 2012
Job Economics and Advertising Student at The University of North Carolina
Industry Banking
Experience
Heelprint Communications May 2015 - Present
Phi Delta Theta Fraternity October 2014 - Present
Credit Suisse May 2015 - July 2015
East Coast Greenway Alliance August 2014 - December 2014
UNC Interfraternity Council Executive Board November 2013 - December 2014
Salem Baking Company May 2014 - July 2014
Gulfsteam Trading Associates June 2012 - August 2012
BB&T Capital Markets May 2012 - May 2012
Skills
Social Media, Marketing, Teamwork, English, Public Speaking, Customer Service, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Event Planning, Social Media Marketing
Education
University of North Carolina at Chapel Hill 2012 — 2016
Batchelor of Arts, Economics; Journalism and Mass Communication: Advertising, Junior
Forsyth Country Day School Class of 2012 2006 — 2012
Heelprint Communications May 2015 - Present
Phi Delta Theta Fraternity October 2014 - Present
Credit Suisse May 2015 - July 2015
East Coast Greenway Alliance August 2014 - December 2014
UNC Interfraternity Council Executive Board November 2013 - December 2014
Salem Baking Company May 2014 - July 2014
Gulfsteam Trading Associates June 2012 - August 2012
BB&T Capital Markets May 2012 - May 2012
Skills
Social Media, Marketing, Teamwork, English, Public Speaking, Customer Service, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Event Planning, Social Media Marketing
Education
University of North Carolina at Chapel Hill 2012 — 2016
Batchelor of Arts, Economics; Journalism and Mass Communication: Advertising, Junior
Forsyth Country Day School Class of 2012 2006 — 2012
Charlie Vaughters Charlie Vaughters's BB&T Capital Markets Experience April 2013 - September 2014
Job Senior Commercial Banking Relationship Manager
Industry Banking
Experience
First Tennessee Bank January 2015 - Present
BB&T Capital Markets April 2013 - September 2014
J.P. Morgan March 2011 - March 2013
Barclays Capital October 2009 - March 2011
Scotia Capital September 2007 - October 2009
Skills
Credit Analysis, Portfolio Management, Bloomberg, Financial Structuring, Due Diligence, Banking, Risk Management, Credit, Credit Risk, Leveraged Finance, Commercial Banking, Asset Managment, Loans, Syndications, Alternative Investments, Finance, Financial Modeling, Investment Banking, Strategy, Asset Management, Financial Analysis, Valuation, Corporate Finance, Mergers & Acquisitions, Capital Markets
Education
University of Virginia Darden School of Business 2005 — 2007
MBA, Business Administration
Rice University 1999 — 2003
B.A., Economics and Spanish
Woodberry Forest School 1995 — 1999
First Tennessee Bank January 2015 - Present
BB&T Capital Markets April 2013 - September 2014
J.P. Morgan March 2011 - March 2013
Barclays Capital October 2009 - March 2011
Scotia Capital September 2007 - October 2009
Skills
Credit Analysis, Portfolio Management, Bloomberg, Financial Structuring, Due Diligence, Banking, Risk Management, Credit, Credit Risk, Leveraged Finance, Commercial Banking, Asset Managment, Loans, Syndications, Alternative Investments, Finance, Financial Modeling, Investment Banking, Strategy, Asset Management, Financial Analysis, Valuation, Corporate Finance, Mergers & Acquisitions, Capital Markets
Education
University of Virginia Darden School of Business 2005 — 2007
MBA, Business Administration
Rice University 1999 — 2003
B.A., Economics and Spanish
Woodberry Forest School 1995 — 1999
Liam Golightley's BB&T Capital Markets Experience October 2012 - June 2014
Job Summer Consultant at The Boston Consulting Group
Industry Computer Software
Experience
The Boston Consulting Group June 2015 - Present
Foggy Bottom Productions, LLC January 2013 - Present
BB&T Capital Markets October 2012 - June 2014
BB&T Capital Markets July 2008 - December 2012
A-G Innovations, Inc. May 2005 - May 2010
AGS Specialists June 2007 - September 2007
Skills
Financial Modeling, Valuation, Equities, Derivatives, Economics, Trading, Financial Risk, Options, Investment Banking, Corporate Finance, Investments, Portfolio Management
Education
Northwestern University - Kellogg School of Management 2014 — 2016
MMM: MBA from Kellogg + Master of Science in Design Innovation from McCormick School of Engineering
University of South Carolina-Columbia
Bachelor's degree, Finance, International Business, Mandarin
Princeton High School ( NJ)
The Boston Consulting Group June 2015 - Present
Foggy Bottom Productions, LLC January 2013 - Present
BB&T Capital Markets October 2012 - June 2014
BB&T Capital Markets July 2008 - December 2012
A-G Innovations, Inc. May 2005 - May 2010
AGS Specialists June 2007 - September 2007
Skills
Financial Modeling, Valuation, Equities, Derivatives, Economics, Trading, Financial Risk, Options, Investment Banking, Corporate Finance, Investments, Portfolio Management
Education
Northwestern University - Kellogg School of Management 2014 — 2016
MMM: MBA from Kellogg + Master of Science in Design Innovation from McCormick School of Engineering
University of South Carolina-Columbia
Bachelor's degree, Finance, International Business, Mandarin
Princeton High School ( NJ)
Lester Dennis Lester Dennis's BB&T Capital Markets Experience 2004 - 2011
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors 2011 - Present
BB&T Capital Markets 2004 - 2011
Chevy Chase Trust 1998 - 2004
Skills
Certified Financial..., Chartered Financial..., Wealth Management, Retirement Planning, Mutual Funds, Strategic Financial..., Investments, Retirement, Series 63, Investment Advisory, Asset Allocation, Portfolio Management, Financial Advisory, Securities, Investment Strategies, Fixed Annuities, Series 7
Education
Salisbury University 1993 — 1997
Bachelor of Applied Science (BASc), Economics and Business Management & Minor in Finance
Wells Fargo Advisors 2011 - Present
BB&T Capital Markets 2004 - 2011
Chevy Chase Trust 1998 - 2004
Skills
Certified Financial..., Chartered Financial..., Wealth Management, Retirement Planning, Mutual Funds, Strategic Financial..., Investments, Retirement, Series 63, Investment Advisory, Asset Allocation, Portfolio Management, Financial Advisory, Securities, Investment Strategies, Fixed Annuities, Series 7
Education
Salisbury University 1993 — 1997
Bachelor of Applied Science (BASc), Economics and Business Management & Minor in Finance
Andrey Rudnitsky's BB&T Capital Markets Experience May 2011 - Present
Job Corporate Banking Underwriter at BB&T Capital Markets
Industry Capital Markets
Experience
BB&T Capital Markets May 2011 - Present
BB&T Capital Markets July 2008 - May 2011
Skills
Valuation, Equity Valuation, Financial Analysis, Financial Modeling, Portfolio Management, Equities, Credit Analysis, Capital Markets, Banking, Corporate Finance, Investments, Finance, Commercial Banking, Investment Banking, Bloomberg, Risk Management, Series 7, Equity Research, DCF
Education
University of North Carolina at Charlotte 2004 — 2008
Bachelor of Science (B.S.), Economics
University of North Carolina at Charlotte 2004 — 2008
Bachelor of Science (B.S.), Finance, General
BB&T Capital Markets May 2011 - Present
BB&T Capital Markets July 2008 - May 2011
Skills
Valuation, Equity Valuation, Financial Analysis, Financial Modeling, Portfolio Management, Equities, Credit Analysis, Capital Markets, Banking, Corporate Finance, Investments, Finance, Commercial Banking, Investment Banking, Bloomberg, Risk Management, Series 7, Equity Research, DCF
Education
University of North Carolina at Charlotte 2004 — 2008
Bachelor of Science (B.S.), Economics
University of North Carolina at Charlotte 2004 — 2008
Bachelor of Science (B.S.), Finance, General
Chris Papadopoulos's BB&T Capital Markets Experience May 2015 - August 2015
Job Incoming Investment Banking Analyst at Raymond James & Associates
Industry Investment Banking
Experience
BB&T Capital Markets May 2015 - August 2015
Prime Investment Advisors January 2015 - May 2015
University of Maryland Football September 2012 - December 2014
Supernus Pharmaceuticals, Inc. June 2014 - August 2014
UBS Wealth Management June 2013 - August 2013
Skills
Social Media, Microsoft Word, PowerPoint, Teamwork, Social Networking, English, College Football, Microsoft Excel, Time Management, Recruiting, Event Planning
Education
University of Maryland - Robert H. Smith School of Business 2012 — 2016
Bachelor's Degree, Finance and Marketing, GPA - 3.91
BB&T Capital Markets May 2015 - August 2015
Prime Investment Advisors January 2015 - May 2015
University of Maryland Football September 2012 - December 2014
Supernus Pharmaceuticals, Inc. June 2014 - August 2014
UBS Wealth Management June 2013 - August 2013
Skills
Social Media, Microsoft Word, PowerPoint, Teamwork, Social Networking, English, College Football, Microsoft Excel, Time Management, Recruiting, Event Planning
Education
University of Maryland - Robert H. Smith School of Business 2012 — 2016
Bachelor's Degree, Finance and Marketing, GPA - 3.91
Thomas Walton-Cale Thomas Walton-Cale's BB&T Capital Markets Experience July 2009 - October 2011
Job Senior Associate at Multiplier Capital
Industry Venture Capital & Private Equity
Experience
Multiplier Capital June 2014 - Present
Harbert Venture Partners October 2011 - May 2014
BB&T Capital Markets July 2009 - October 2011
Skills
Financial Modeling, Valuation, Investment Banking, Due Diligence, Venture Capital, Mergers, Mergers & Acquisitions, Portfolio Management, Leadership, Corporate Finance, Finance, Emerging Markets, Management, Analysis
Education
University of Virginia 2005 — 2009
BS, Commerce
University of Bath 2008 — 2008
Finance, International Business
Multiplier Capital June 2014 - Present
Harbert Venture Partners October 2011 - May 2014
BB&T Capital Markets July 2009 - October 2011
Skills
Financial Modeling, Valuation, Investment Banking, Due Diligence, Venture Capital, Mergers, Mergers & Acquisitions, Portfolio Management, Leadership, Corporate Finance, Finance, Emerging Markets, Management, Analysis
Education
University of Virginia 2005 — 2009
BS, Commerce
University of Bath 2008 — 2008
Finance, International Business
Ron Sayco Ron Sayco's BB&T Capital Markets Experience 1999 - 2004
Job Strategy & M&A Professional
Industry Defense & Space
Experience
Thales Communications / Thales USA 2008 - 2013
BAE Systems, Inc. 2006 - 2008
Gryphon Investors 2005 - 2005
BB&T Capital Markets 1999 - 2004
Skills
Due Diligence, Valuation, Divestitures, Market Analysis, Negotiation, Integration, Company Acquisitions, Financial Modeling, Private Equity, Strategy, Business Development, Mergers, Program Management, Mergers & Acquisitions, Corporate Development, Investment Banking, Investments, Portfolio Management, Acquisitions, Executive Management, Start-ups, Venture Capital, Management, Corporate Finance, Acquisition Integration, International Business, Business Strategy
Education
Stanford University Graduate School of Business 2004 — 2006
MBA
University of Virginia 1995 — 1999
Bachelor of Science (B.S.)
Thales Communications / Thales USA 2008 - 2013
BAE Systems, Inc. 2006 - 2008
Gryphon Investors 2005 - 2005
BB&T Capital Markets 1999 - 2004
Skills
Due Diligence, Valuation, Divestitures, Market Analysis, Negotiation, Integration, Company Acquisitions, Financial Modeling, Private Equity, Strategy, Business Development, Mergers, Program Management, Mergers & Acquisitions, Corporate Development, Investment Banking, Investments, Portfolio Management, Acquisitions, Executive Management, Start-ups, Venture Capital, Management, Corporate Finance, Acquisition Integration, International Business, Business Strategy
Education
Stanford University Graduate School of Business 2004 — 2006
MBA
University of Virginia 1995 — 1999
Bachelor of Science (B.S.)
Syeda Ramcharan, CDR's BB&T Capital Markets Experience March 2004 - March 2005
Job Corporate Recruiter at BroadSoft
Industry Staffing and Recruiting
Experience
BroadSoft March 2015 - Present
Host Hotels & Resorts July 2012 - March 2015
The BOSS Group August 2010 - July 2012
Medical Staffing Network February 2007 - August 2010
The Humane Society of the United States October 2006 - February 2007
Chevy Chase Bank August 2005 - September 2006
BB&T Capital Markets March 2004 - March 2005
Skills
Full-cycle Recruiting, Sourcing, Contract Recruitment, Social Networking, Talent Acquisition, Interviews, Interview Preparation, Recruiting, SDLC, Human Resources, Applicant Tracking..., Team Building, Screening Resumes, Temporary Staffing, Temporary Placement, Onboarding, College Recruiting, Management, Internet Recruiting, Networking, Staffing Services, Benefits Negotiation, Technical Recruiting, Hiring, Talent Management, Executive Search, Staff Augmentation, Permanent Placement, Employee Relations, Resume Writing, Workforce Planning, Employer Branding, Leadership, Screening, New Hire Orientations, Cold Calling, Deferred Compensation, Employee Benefits, Employee Training
Education
University of Maryland University College 2004 — 2006
Bachelor's in Science, Business Administration
Montgomery College 2002 — 2004
Associates Degree, General Studies
BroadSoft March 2015 - Present
Host Hotels & Resorts July 2012 - March 2015
The BOSS Group August 2010 - July 2012
Medical Staffing Network February 2007 - August 2010
The Humane Society of the United States October 2006 - February 2007
Chevy Chase Bank August 2005 - September 2006
BB&T Capital Markets March 2004 - March 2005
Skills
Full-cycle Recruiting, Sourcing, Contract Recruitment, Social Networking, Talent Acquisition, Interviews, Interview Preparation, Recruiting, SDLC, Human Resources, Applicant Tracking..., Team Building, Screening Resumes, Temporary Staffing, Temporary Placement, Onboarding, College Recruiting, Management, Internet Recruiting, Networking, Staffing Services, Benefits Negotiation, Technical Recruiting, Hiring, Talent Management, Executive Search, Staff Augmentation, Permanent Placement, Employee Relations, Resume Writing, Workforce Planning, Employer Branding, Leadership, Screening, New Hire Orientations, Cold Calling, Deferred Compensation, Employee Benefits, Employee Training
Education
University of Maryland University College 2004 — 2006
Bachelor's in Science, Business Administration
Montgomery College 2002 — 2004
Associates Degree, General Studies
Taylor Beringer Taylor Beringer's BB&T Capital Markets Experience October 2010 - August 2012
Job Corporate Banking Manager at HSBC
Industry Banking
Experience
HSBC September 2014 - Present
HSBC August 2012 - September 2014
BB&T Capital Markets October 2010 - August 2012
BB&T January 2010 - October 2010
Fortis Bank USA May 2008 - August 2008
Fortis Bank USA December 2007 - January 2008
BNY ConvergEx Group June 2007 - August 2007
Skills
Credit Analysis, PowerPoint, Banking, Excel, Word, Investments, Microsoft Word, Microsoft Excel, Portfolio Management, Commercial Banking, Training, Financial Analysis, Financial Reporting, Financial Modeling, Risk Management, Risk Analysis, Relationship Management, Credit, Finance, Management
Education
North Carolina State University 2005 — 2009
Bachelor of Science (B.S.), Business Administration and Management, General
North Carolina State University - College of Management 2005 — 2009
Bachelor of Science, Business Administration - Finance
HSBC September 2014 - Present
HSBC August 2012 - September 2014
BB&T Capital Markets October 2010 - August 2012
BB&T January 2010 - October 2010
Fortis Bank USA May 2008 - August 2008
Fortis Bank USA December 2007 - January 2008
BNY ConvergEx Group June 2007 - August 2007
Skills
Credit Analysis, PowerPoint, Banking, Excel, Word, Investments, Microsoft Word, Microsoft Excel, Portfolio Management, Commercial Banking, Training, Financial Analysis, Financial Reporting, Financial Modeling, Risk Management, Risk Analysis, Relationship Management, Credit, Finance, Management
Education
North Carolina State University 2005 — 2009
Bachelor of Science (B.S.), Business Administration and Management, General
North Carolina State University - College of Management 2005 — 2009
Bachelor of Science, Business Administration - Finance
Brad Frenier's BB&T Capital Markets Experience May 2008 - August 2008
Job Head of Customer Development
Industry Internet
Experience
Emissary.io March 2015 - Present
Axial Inc August 2012 - March 2015
Atriax Group August 2009 - August 2012
IBR Investment Properties LLC November 2004 - January 2009
BB&T Capital Markets May 2008 - August 2008
Century 21 August 2007 - August 2008
Skills
Finance, Microsoft Excel, Market Research, Business Development, Analytics, Mergers, Investment Properties, Investments, Valuation, Financial Modeling, Strategic Planning, Client Relations Skills
Education
North Carolina State University - College of Management 2005 — 2009
Bachelor of Science (BS), Business Administration and Management, General
Emissary.io March 2015 - Present
Axial Inc August 2012 - March 2015
Atriax Group August 2009 - August 2012
IBR Investment Properties LLC November 2004 - January 2009
BB&T Capital Markets May 2008 - August 2008
Century 21 August 2007 - August 2008
Skills
Finance, Microsoft Excel, Market Research, Business Development, Analytics, Mergers, Investment Properties, Investments, Valuation, Financial Modeling, Strategic Planning, Client Relations Skills
Education
North Carolina State University - College of Management 2005 — 2009
Bachelor of Science (BS), Business Administration and Management, General
Reed Barton Reed Barton's BB&T Capital Markets Experience March 2015 - Present
Job AVP, Portfolio Risk Officer at BB&T Capital Markets
Industry Financial Services
Experience
BB&T Capital Markets March 2015 - Present
BB&T Capital Markets January 2013 - March 2015
BB&T July 2012 - March 2013
Cambridge Associates June 2011 - August 2011
The Home Depot May 2010 - July 2010
Skills
Corporate Finance, Valuation, Portfolio Management, Loans, Risk Management, Commercial Lending, Credit Analysis, Banking, Commercial Banking, Finance, Data Analysis, Strategy, Financial Modeling, Credit, Capital Markets, Forecasting
Education
University of North Carolina at Chapel Hill 2009 — 2012
BS, Business Administration, Finance
University of North Carolina at Chapel Hill 2009 — 2012
BA, History
Virginia Polytechnic Institute and State University
BB&T Capital Markets March 2015 - Present
BB&T Capital Markets January 2013 - March 2015
BB&T July 2012 - March 2013
Cambridge Associates June 2011 - August 2011
The Home Depot May 2010 - July 2010
Skills
Corporate Finance, Valuation, Portfolio Management, Loans, Risk Management, Commercial Lending, Credit Analysis, Banking, Commercial Banking, Finance, Data Analysis, Strategy, Financial Modeling, Credit, Capital Markets, Forecasting
Education
University of North Carolina at Chapel Hill 2009 — 2012
BS, Business Administration, Finance
University of North Carolina at Chapel Hill 2009 — 2012
BA, History
Virginia Polytechnic Institute and State University
Robbie Nickle, MBA's BB&T Capital Markets Experience August 2015 - Present
Job Equity Analyst at BB&T Capital Markets
Industry Financial Services
Experience
BB&T Capital Markets August 2015 - Present
Capital One December 2014 - July 2015
Fox-3 Partners September 2014 - December 2014
Boxwood Partners May 2013 - May 2014
Mason School of Business March 2013 - May 2014
Virginia Asset Management July 2011 - July 2012
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, VBA, Investment Advisory, Quantitative Research, Quantitative Analytics, Qualitative Research, Regression Analysis, Economic Research, Due Diligence, Equity Research, Investment Banking, Private Equity, Equities
Education
The College of William and Mary - The Mason School of Business 2012 — 2014
Master of Business Administration (MBA)
The College of William and Mary 2005 — 2009
Bachelor, Economics
Clover Hill High
BB&T Capital Markets August 2015 - Present
Capital One December 2014 - July 2015
Fox-3 Partners September 2014 - December 2014
Boxwood Partners May 2013 - May 2014
Mason School of Business March 2013 - May 2014
Virginia Asset Management July 2011 - July 2012
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, VBA, Investment Advisory, Quantitative Research, Quantitative Analytics, Qualitative Research, Regression Analysis, Economic Research, Due Diligence, Equity Research, Investment Banking, Private Equity, Equities
Education
The College of William and Mary - The Mason School of Business 2012 — 2014
Master of Business Administration (MBA)
The College of William and Mary 2005 — 2009
Bachelor, Economics
Clover Hill High
Brian Strout's BB&T Capital Markets Experience July 2010 - Present
Job
Industry Capital Markets
Experience
BB&T Capital Markets July 2010 - Present
Bank of America May 2009 - June 2010
Banc of America Securities LLC June 2000 - February 2009
Haley & Aldrich June 1995 - August 1998
The Maguire Group, Inc. October 1993 - August 1994
Skills
Syndications, Capital Markets, Commercial Lending, Corporate Finance, Due Diligence, Financial Structuring, Investment Banking, Leveraged Finance, Loans, Portfolio Management, Structured Finance, Credit Analysis, Investments
Education
Yale School of Management 1998 — 2000
MBA
University of California, Berkeley 1994 — 1995
MS
University of Massachusetts, Amherst 1989 — 1993
BS
BB&T Capital Markets July 2010 - Present
Bank of America May 2009 - June 2010
Banc of America Securities LLC June 2000 - February 2009
Haley & Aldrich June 1995 - August 1998
The Maguire Group, Inc. October 1993 - August 1994
Skills
Syndications, Capital Markets, Commercial Lending, Corporate Finance, Due Diligence, Financial Structuring, Investment Banking, Leveraged Finance, Loans, Portfolio Management, Structured Finance, Credit Analysis, Investments
Education
Yale School of Management 1998 — 2000
MBA
University of California, Berkeley 1994 — 1995
MS
University of Massachusetts, Amherst 1989 — 1993
BS
Victor Reveron's BB&T Capital Markets Experience November 2005 - December 2006
Job GSCS(SW) USN (RETIRED)
Industry Computer Software
Experience
Wachovia July 2007 - January 2008
BB&T Capital Markets November 2005 - December 2006
Lendingtree June 2001 - October 2005
Skills
Skilled in resource..., Logical thinker,..., Outstanding team...
Education
Southern Illinois University, Carbondale 1989 — 1994
Wachovia July 2007 - January 2008
BB&T Capital Markets November 2005 - December 2006
Lendingtree June 2001 - October 2005
Skills
Skilled in resource..., Logical thinker,..., Outstanding team...
Education
Southern Illinois University, Carbondale 1989 — 1994
Toby Wann's BB&T Capital Markets Experience March 2005 - August 2008
Job Partner at Obsidian Research Group
Industry Hospital & Health Care
Experience
Obsidian Research Group October 2012 - Present
Avondale Partners June 2009 - July 2011
Duncan-Williams, Inc. December 2008 - June 2009
BB&T Capital Markets March 2005 - August 2008
FedEx Services October 2000 - November 2004
Morgan Keegan & Company October 1997 - September 2000
Methodist/Le Bonheur Healthcare October 1996 - October 1997
Skills
Financial Modeling, Healthcare, Healthcare Analytics, Business Analysis, Microsoft Office, Healthcare Management, Industry Analysis, Financial Analysis, Competitive Analysis, Microsoft Excel, Microsoft Word, Equity Research, Excel, Equities, Market Research, Research, Investments, Equity Valuation, Valuation, Finance, Capital Markets, Series 7, Corporate Finance, Investor Relations, Analysis, Forecasting, Public Speaking
Education
University of Alabama 1991 — 1995
B.S., Business Administration; Healthcare Management
The University of Memphis 1996 — 1997
Master of Business Administration, Finance
Obsidian Research Group October 2012 - Present
Avondale Partners June 2009 - July 2011
Duncan-Williams, Inc. December 2008 - June 2009
BB&T Capital Markets March 2005 - August 2008
FedEx Services October 2000 - November 2004
Morgan Keegan & Company October 1997 - September 2000
Methodist/Le Bonheur Healthcare October 1996 - October 1997
Skills
Financial Modeling, Healthcare, Healthcare Analytics, Business Analysis, Microsoft Office, Healthcare Management, Industry Analysis, Financial Analysis, Competitive Analysis, Microsoft Excel, Microsoft Word, Equity Research, Excel, Equities, Market Research, Research, Investments, Equity Valuation, Valuation, Finance, Capital Markets, Series 7, Corporate Finance, Investor Relations, Analysis, Forecasting, Public Speaking
Education
University of Alabama 1991 — 1995
B.S., Business Administration; Healthcare Management
The University of Memphis 1996 — 1997
Master of Business Administration, Finance
Robert Grover's BB&T Capital Markets Experience April 2004 - Present
Job SVP High Yield Sales at BB&T Capital Markets
Industry Financial Services
Experience
BB&T Capital Markets April 2004 - Present
Raymond James September 1997 - September 2001
Tradition N.A. August 1991 - July 1995
Credit Lyonnais, NY 1985 - 1991
Skills
Hedge Funds, Foreign Exchange, Mutual Funds, Investments, Asset Management, Bonds
Education
Seton Hall University 1979 — 1983
BB&T Capital Markets April 2004 - Present
Raymond James September 1997 - September 2001
Tradition N.A. August 1991 - July 1995
Credit Lyonnais, NY 1985 - 1991
Skills
Hedge Funds, Foreign Exchange, Mutual Funds, Investments, Asset Management, Bonds
Education
Seton Hall University 1979 — 1983
Thom Albrecht's BB&T Capital Markets Experience August 2009 - Present
Job Managing Director at Stephens Inc.
Industry Financial Services
Experience
BB&T Capital Markets August 2009 - Present
Education
University of Central Missouri 1980 — 1984
BB&T Capital Markets August 2009 - Present
Education
University of Central Missouri 1980 — 1984
Michael Fountaine's BB&T Capital Markets Experience November 2006 - May 2009
Job Associate at RBC Capital Markets
Industry Capital Markets
Experience
RBC Capital Markets June 2009 - Present
BB&T Capital Markets November 2006 - May 2009
Education
Randolph-Macon College 2003 — 2006
RBC Capital Markets June 2009 - Present
BB&T Capital Markets November 2006 - May 2009
Education
Randolph-Macon College 2003 — 2006
Robert Birdsey's BB&T Capital Markets Experience April 2013 - Present
Job Managing Director at BB&T Capital Markets
Industry Investment Banking
Experience
BB&T Capital Markets April 2013 - Present
J.P. Morgan June 2007 - March 2013
Education
University of Virginia Darden School of Business 2006 — 2008
Master of Business Administration (M.B.A.)
Sewanee-The University of the South 1995 — 1999
Bachelor's Degree
BB&T Capital Markets April 2013 - Present
J.P. Morgan June 2007 - March 2013
Education
University of Virginia Darden School of Business 2006 — 2008
Master of Business Administration (M.B.A.)
Sewanee-The University of the South 1995 — 1999
Bachelor's Degree
Henry Cashen's BB&T Capital Markets Experience June 2006 - May 2014
Job VP Institutional Equity Sales
Industry Capital Markets
Experience
BB&T Capital Markets June 2006 - May 2014
Soleil Securities Group – Boutique Equity Research October 2005 - May 2006
Fulcrum Global Partners September 2002 - October 2005
Guggenheim Productions Inc September 2001 - September 2002
Skills
Equities, Investments, Capital Markets, Bloomberg, Series 7, Hedge Funds, Equity Research, Asset Management
Education
University of Colorado Boulder 1998 — 2001
Bachelor of Science (BS), Political Science and Economics
BB&T Capital Markets June 2006 - May 2014
Soleil Securities Group – Boutique Equity Research October 2005 - May 2006
Fulcrum Global Partners September 2002 - October 2005
Guggenheim Productions Inc September 2001 - September 2002
Skills
Equities, Investments, Capital Markets, Bloomberg, Series 7, Hedge Funds, Equity Research, Asset Management
Education
University of Colorado Boulder 1998 — 2001
Bachelor of Science (BS), Political Science and Economics
Elizabeth Davis's BB&T Capital Markets Experience October 2001 - September 2014
Job Institutional Equity Sales at Northcoast Research
Industry Capital Markets
Experience
Northcoast Research March 2015 - Present
BB&T Capital Markets October 2001 - September 2014
Kaufman Bros. September 2000 - October 2001
WR Hambrecht + Co October 1999 - May 2000
Wachovia Securities Financial Network September 1995 - October 1999
Skills
Equity Research, Capital Markets, Series 7, Valuation, Equities, Series 63, Hedge Funds, Bloomberg
Education
Radford University 1988 — 1991
Northcoast Research March 2015 - Present
BB&T Capital Markets October 2001 - September 2014
Kaufman Bros. September 2000 - October 2001
WR Hambrecht + Co October 1999 - May 2000
Wachovia Securities Financial Network September 1995 - October 1999
Skills
Equity Research, Capital Markets, Series 7, Valuation, Equities, Series 63, Hedge Funds, Bloomberg
Education
Radford University 1988 — 1991
Sean Vesey's BB&T Capital Markets Experience July 2012 - March 2015
Job Municipal Bond Trader
Industry Financial Services
Experience
National Alliance Securities March 2015 - Present
BB&T Capital Markets July 2012 - March 2015
BB&T Capital Markets July 2010 - July 2012
BB&T Capital Markets July 2008 - July 2010
BB&T Capital Markets October 2006 - July 2008
Skills
Fixed Income, Series 7, Series 66, Series 24, Series 53, Investments, Municipal Bonds, Bonds, Sales, Strategic Planning, Public Speaking, Financial Analysis, Customer Service, Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, FINRA
Education
Rowan University 2002 — 2006
Bachelor of Science (B.S.), Marketing
National Alliance Securities March 2015 - Present
BB&T Capital Markets July 2012 - March 2015
BB&T Capital Markets July 2010 - July 2012
BB&T Capital Markets July 2008 - July 2010
BB&T Capital Markets October 2006 - July 2008
Skills
Fixed Income, Series 7, Series 66, Series 24, Series 53, Investments, Municipal Bonds, Bonds, Sales, Strategic Planning, Public Speaking, Financial Analysis, Customer Service, Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, FINRA
Education
Rowan University 2002 — 2006
Bachelor of Science (B.S.), Marketing
Frank A. Portugal's BB&T Capital Markets Experience November 2010 - October 2013
Job Institutional and Dealer Fixed Income Sales
Industry Financial Services
Experience
Amherst Pierpont June 2014 - Present
BB&T Capital Markets November 2010 - October 2013
SunTrust Investment Services February 2010 - November 2010
Colonial Brokerage, Inc. December 2007 - October 2009
Amherst Securities Group February 2003 - December 2007
Prudential Securities August 2001 - February 2003
Salomon Smith Barney October 1998 - August 2001
Chicago Board of Trade/Internship June 1997 - August 1997
Skills
Fixed Income, Capital Markets, Bloomberg, Bonds, Series 7, Investment Banking, Equities, Trading, Equity Research, Series 63, Derivatives, Valuation, Financial Modeling, Investments, Securities, Series 66, Life & Health Insurance...
Education
University of Central Florida - College of Business Administration 1997 — 2000
Bachelor's degree, Finance and Financial Management Services
Amherst Pierpont June 2014 - Present
BB&T Capital Markets November 2010 - October 2013
SunTrust Investment Services February 2010 - November 2010
Colonial Brokerage, Inc. December 2007 - October 2009
Amherst Securities Group February 2003 - December 2007
Prudential Securities August 2001 - February 2003
Salomon Smith Barney October 1998 - August 2001
Chicago Board of Trade/Internship June 1997 - August 1997
Skills
Fixed Income, Capital Markets, Bloomberg, Bonds, Series 7, Investment Banking, Equities, Trading, Equity Research, Series 63, Derivatives, Valuation, Financial Modeling, Investments, Securities, Series 66, Life & Health Insurance...
Education
University of Central Florida - College of Business Administration 1997 — 2000
Bachelor's degree, Finance and Financial Management Services
Kenneth Nora's BB&T Capital Markets Experience February 2008 - Present
Job Senior VP Trading and Sales at BB&T Capital Markets
Industry Financial Services
Experience
BB&T Capital Markets February 2008 - Present
FI Trading April 2007 - April 2008
Education
Syracuse University 1977 — 1978
Master of Business Administration (MBA), Finance and Accounting
Syracuse University 1974 — 1977
Bachelor of Science (BS), Finance and Accounting
BB&T Capital Markets February 2008 - Present
FI Trading April 2007 - April 2008
Education
Syracuse University 1977 — 1978
Master of Business Administration (MBA), Finance and Accounting
Syracuse University 1974 — 1977
Bachelor of Science (BS), Finance and Accounting
Ryan Lambert's BB&T Capital Markets Experience February 2015 - September 2015
Job Managing Partner at CapRock
Industry Investment Banking
Experience
CapRock September 2015 - Present
BB&T Capital Markets February 2015 - September 2015
BB&T Capital Markets September 2004 - February 2015
Scott & Stringfellow July 2002 - September 2004
BB&T January 2002 - July 2002
Skills
Capital Markets, Fixed Income, Financial Modeling, Bloomberg, Structured Finance, Financial Structuring, Derivatives, Structured Products, Interest Rate..., Securitization, Private Placements, Municipal Bonds, Public Finance, Finance, Financial Analysis, Investment Banking, Bonds, Securities, ABS, Series 7, Strategic Planning, Corporate Finance, Valuation, Series 63
Education
University of North Carolina at Charlotte - Belk College of Business 1997 — 2001
Bachelor's degree, Finance and Financial Management Services
University of North Carolina at Wilmington 1997 — 1998
CapRock September 2015 - Present
BB&T Capital Markets February 2015 - September 2015
BB&T Capital Markets September 2004 - February 2015
Scott & Stringfellow July 2002 - September 2004
BB&T January 2002 - July 2002
Skills
Capital Markets, Fixed Income, Financial Modeling, Bloomberg, Structured Finance, Financial Structuring, Derivatives, Structured Products, Interest Rate..., Securitization, Private Placements, Municipal Bonds, Public Finance, Finance, Financial Analysis, Investment Banking, Bonds, Securities, ABS, Series 7, Strategic Planning, Corporate Finance, Valuation, Series 63
Education
University of North Carolina at Charlotte - Belk College of Business 1997 — 2001
Bachelor's degree, Finance and Financial Management Services
University of North Carolina at Wilmington 1997 — 1998
Lupton Haigler's BB&T Capital Markets Experience January 2009 - December 2010
Job Municipal Trading
Industry Financial Services
Experience
BB&T Capital Markets January 2009 - December 2010
BB&T Capital Markets March 2006 - December 2008
Skills
Financial Modeling, Risk Management, Market Risk, Capital Markets, Fixed Income, Bloomberg, Financial Analysis
Education
University of North Carolina at Chapel Hill 2001 — 2005
BB&T Capital Markets January 2009 - December 2010
BB&T Capital Markets March 2006 - December 2008
Skills
Financial Modeling, Risk Management, Market Risk, Capital Markets, Fixed Income, Bloomberg, Financial Analysis
Education
University of North Carolina at Chapel Hill 2001 — 2005
Daniel Donlan's BB&T Capital Markets Experience August 2005 - May 2007
Job Managing Director, Equity Research REITs at Ladenburg Thalmann & Co.
Industry Capital Markets
Experience
Ladenburg Thalmann & Co., Inc. January 2013 - Present
Janney Montgomery Scott July 2009 - January 2013
Janney Montgomery Scott June 2007 - July 2009
BB&T Capital Markets August 2005 - May 2007
BB&T Capital Markets April 2004 - August 2005
Thalhimer Cushman & Wakefield August 2003 - April 2004
Skills
Equities, Valuation, Equity Research, Equity Valuation, Financial Modeling, Series 7, Capital Markets, Leases, Bloomberg, Trading, Hedge Funds, Alternative Investments, Asset Management, Securities, Fixed Income
Education
University of Notre Dame 1999 — 2003
BBA, Finance
Ladenburg Thalmann & Co., Inc. January 2013 - Present
Janney Montgomery Scott July 2009 - January 2013
Janney Montgomery Scott June 2007 - July 2009
BB&T Capital Markets August 2005 - May 2007
BB&T Capital Markets April 2004 - August 2005
Thalhimer Cushman & Wakefield August 2003 - April 2004
Skills
Equities, Valuation, Equity Research, Equity Valuation, Financial Modeling, Series 7, Capital Markets, Leases, Bloomberg, Trading, Hedge Funds, Alternative Investments, Asset Management, Securities, Fixed Income
Education
University of Notre Dame 1999 — 2003
BBA, Finance
Nicole Peterson's BB&T Capital Markets Experience June 2007 - January 2011
Job Principal Financial Analyst at Capital One
Industry Banking
Experience
Capital One May 2013 - Present
SunTrust Mortgage February 2012 - May 2013
Macquarie Capital (USA), Inc January 2011 - January 2012
BB&T Capital Markets June 2007 - January 2011
BB&T Leadership Development Program June 2007 - December 2007
CNL Fund Management Company October 2006 - June 2007
Lockheed Martin Corporation August 2005 - October 2006
Skills
Financial Modeling, Series 7, Financial Analysis, Valuation, Investments, Bloomberg, Equities, Portfolio Management, Financial Statement..., Credit Analysis, Corporate Finance, Equity Research, Series 63, Securities, Strategic Financial..., Credit, Business Valuation, Risk Management, Banking, Wealth Management, Capital Markets
Education
University of Central Florida 2002 — 2006
B.S.B.A., Finance
Capital One May 2013 - Present
SunTrust Mortgage February 2012 - May 2013
Macquarie Capital (USA), Inc January 2011 - January 2012
BB&T Capital Markets June 2007 - January 2011
BB&T Leadership Development Program June 2007 - December 2007
CNL Fund Management Company October 2006 - June 2007
Lockheed Martin Corporation August 2005 - October 2006
Skills
Financial Modeling, Series 7, Financial Analysis, Valuation, Investments, Bloomberg, Equities, Portfolio Management, Financial Statement..., Credit Analysis, Corporate Finance, Equity Research, Series 63, Securities, Strategic Financial..., Credit, Business Valuation, Risk Management, Banking, Wealth Management, Capital Markets
Education
University of Central Florida 2002 — 2006
B.S.B.A., Finance
Greg Oliver's BB&T Capital Markets Experience June 2008 - Present
Job Senior Vice President at BB&T Capital Markets
Industry Banking
Experience
BB&T Capital Markets June 2008 - Present
M&T Bank 2000 - 2008
Allied Capital 1998 - 2000
First National Bank of Maryland 1996 - 1998
Education
Loyola University Maryland 2004 — 2006
MBA, Finance
BB&T Capital Markets June 2008 - Present
M&T Bank 2000 - 2008
Allied Capital 1998 - 2000
First National Bank of Maryland 1996 - 1998
Education
Loyola University Maryland 2004 — 2006
MBA, Finance
Amy Stencel's BB&T Capital Markets Experience October 2009 - July 2012
Job
Industry Hospital & Health Care
Experience
North Highland August 2015 - Present
UNC's Kenan-Flagler Business School and Gillings School of Global Public Health August 2012 - May 2015
Humana June 2014 - August 2014
GlaxoSmithKline May 2013 - August 2013
BB&T Capital Markets October 2009 - July 2012
BB&T July 2007 - October 2009
Guilford County Schools August 2006 - June 2007
Grameen Bank January 2006 - March 2006
Skills
Building Relationships, Collaboration, Analytical Skills, Adaptable to Changes, Leadership
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2015
Master of Business Administration (MBA), Health Care Marketing
University of North Carolina at Chapel Hill - Gillings School of Global Public Health 2012 — 2015
Master of Science in Public Health (MSPH)
Sewanee-The University of the South 2001 — 2005
Bachelor of Arts (B.A.), Economics and Spanish
Universidad Complutense de Madrid 2003 — 2003
North Highland August 2015 - Present
UNC's Kenan-Flagler Business School and Gillings School of Global Public Health August 2012 - May 2015
Humana June 2014 - August 2014
GlaxoSmithKline May 2013 - August 2013
BB&T Capital Markets October 2009 - July 2012
BB&T July 2007 - October 2009
Guilford County Schools August 2006 - June 2007
Grameen Bank January 2006 - March 2006
Skills
Building Relationships, Collaboration, Analytical Skills, Adaptable to Changes, Leadership
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2015
Master of Business Administration (MBA), Health Care Marketing
University of North Carolina at Chapel Hill - Gillings School of Global Public Health 2012 — 2015
Master of Science in Public Health (MSPH)
Sewanee-The University of the South 2001 — 2005
Bachelor of Arts (B.A.), Economics and Spanish
Universidad Complutense de Madrid 2003 — 2003
Vijay Batham's BB&T Capital Markets Experience 2007 - 2008
Job Technical Lead/Architect/Sr. Developer at Bank of America
Industry Information Technology and Services
Experience
Bank of America May 2013 - Present
Wachovia, A Wells Fargo Company April 2010 - March 2013
Bank of America April 2009 - March 2010
Wachovia April 2008 - December 2008
Synechron December 2004 - February 2008
BB&T Capital Markets 2007 - 2008
Kron Networks Corporation 1999 - 2004
Unique Computing October 1998 - May 1999
CyberMedia December 1996 - May 1998
Pioneer Micro Systems July 1995 - December 1996
Skills
WCF, Web Services, SOA, Agile Methodologies, SDLC, ASP.NET, C#, Oracle, PL/SQL, ASP.NET MVC, jQuery, Software Project..., Databases, .NET, Architecture, XML, Testing
Education
University of Pune 1994 — 1995
Master in Computer Science, Computer Science
University of Pune 1991 — 1993
Bachelor in Computer Science, Computer Science
Bank of America May 2013 - Present
Wachovia, A Wells Fargo Company April 2010 - March 2013
Bank of America April 2009 - March 2010
Wachovia April 2008 - December 2008
Synechron December 2004 - February 2008
BB&T Capital Markets 2007 - 2008
Kron Networks Corporation 1999 - 2004
Unique Computing October 1998 - May 1999
CyberMedia December 1996 - May 1998
Pioneer Micro Systems July 1995 - December 1996
Skills
WCF, Web Services, SOA, Agile Methodologies, SDLC, ASP.NET, C#, Oracle, PL/SQL, ASP.NET MVC, jQuery, Software Project..., Databases, .NET, Architecture, XML, Testing
Education
University of Pune 1994 — 1995
Master in Computer Science, Computer Science
University of Pune 1991 — 1993
Bachelor in Computer Science, Computer Science
Julie Peterman, CFA's BB&T Capital Markets Experience March 2005 - Present
Job SVP at BB&T Capital Markets
Industry Research
Experience
BB&T Capital Markets March 2005 - Present
Wachovia Securities, LLC 1998 - 2005
Skills
Financial Analysis, Writing, Research, Credit, Budgets, Analysis, Customer Service, Fixed Income, Strategic Planning, Finance, Financial Modeling, Portfolio Management, Capital Markets, Due Diligence, Equity Research, Healthcare, Credit Analysis, Series 7, Bloomberg, Valuation, Bonds, Investments, Securities, Private Equity, Equities, Asset Management, Alternative Investments, Mergers & Acquisitions
Education
Virginia Commonwealth University 1995 — 1998
Masters, Health Administration
University of North Carolina at Chapel Hill 1989 — 1993
Bachelor of Science, Business Administration
Collegiate Schools 1976 — 1989
BB&T Capital Markets March 2005 - Present
Wachovia Securities, LLC 1998 - 2005
Skills
Financial Analysis, Writing, Research, Credit, Budgets, Analysis, Customer Service, Fixed Income, Strategic Planning, Finance, Financial Modeling, Portfolio Management, Capital Markets, Due Diligence, Equity Research, Healthcare, Credit Analysis, Series 7, Bloomberg, Valuation, Bonds, Investments, Securities, Private Equity, Equities, Asset Management, Alternative Investments, Mergers & Acquisitions
Education
Virginia Commonwealth University 1995 — 1998
Masters, Health Administration
University of North Carolina at Chapel Hill 1989 — 1993
Bachelor of Science, Business Administration
Collegiate Schools 1976 — 1989
Lou Williott's BB&T Capital Markets Experience March 2001 - June 2006
Job Vice President, Institutional Sales at Incapital
Industry Financial Services
Experience
Incapital LLC March 2010 - Present
Fundamental Capital Markets July 2009 - April 2010
Sterne Agee Capital Markets January 2007 - December 2007
BB&T Capital Markets March 2001 - June 2006
Prudential Securities 1981 - 2000
Skills
Series 63, Bonds, Fixed Income, Capital Markets, Series 7, Series 24, Alternative Investments, Securities, FINRA, Asset Allocation, Mutual Funds, Bloomberg
Education
The Ohio State University 1972 — 1976
Bachelor of Science (B.S.), English Language and Literature/Letters
Incapital LLC March 2010 - Present
Fundamental Capital Markets July 2009 - April 2010
Sterne Agee Capital Markets January 2007 - December 2007
BB&T Capital Markets March 2001 - June 2006
Prudential Securities 1981 - 2000
Skills
Series 63, Bonds, Fixed Income, Capital Markets, Series 7, Series 24, Alternative Investments, Securities, FINRA, Asset Allocation, Mutual Funds, Bloomberg
Education
The Ohio State University 1972 — 1976
Bachelor of Science (B.S.), English Language and Literature/Letters
Kevin Sterling's BB&T Capital Markets Experience July 2009 - Present
Job Research Analyst at BB&T Capital Markets
Industry Investment Banking
Experience
BB&T Capital Markets July 2009 - Present
Stephens Inc. April 2005 - July 2009
Federal Reserve Bank of Richmond September 1995 - June 2002
Skills
Asset Managment, Banking, Alternative Investments, Analysis, Asset Management, Bloomberg, Budgets, Business Analysis, Business Development, Business Strategy, Business Valuation, Capital Markets, Commodity, Competitive Analysis, Corporate Development, Corporate Finance, Credit, Credit Analysis, Customer Service, DCF, Data Analysis, Derivatives, Due Diligence, Economics, Equities, Equity Research, Equity Valuation, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Financial Risk, Fixed Income, Forecasting, Hedge Funds, Investment Banking, Investments, LBO, Leadership, M, Management, Management Consulting, Market Analysis, Market Research, Mergers, Mergers, Microsoft Excel, Microsoft Office, Negotiation, Portfolio Management
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 1993 — 1995
MBA, Business Administration
Randolph-Macon College 1989 — 1993
BA, Business & Economics
BB&T Capital Markets July 2009 - Present
Stephens Inc. April 2005 - July 2009
Federal Reserve Bank of Richmond September 1995 - June 2002
Skills
Asset Managment, Banking, Alternative Investments, Analysis, Asset Management, Bloomberg, Budgets, Business Analysis, Business Development, Business Strategy, Business Valuation, Capital Markets, Commodity, Competitive Analysis, Corporate Development, Corporate Finance, Credit, Credit Analysis, Customer Service, DCF, Data Analysis, Derivatives, Due Diligence, Economics, Equities, Equity Research, Equity Valuation, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Financial Risk, Fixed Income, Forecasting, Hedge Funds, Investment Banking, Investments, LBO, Leadership, M, Management, Management Consulting, Market Analysis, Market Research, Mergers, Mergers, Microsoft Excel, Microsoft Office, Negotiation, Portfolio Management
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 1993 — 1995
MBA, Business Administration
Randolph-Macon College 1989 — 1993
BA, Business & Economics
Heather Litt's BB&T Capital Markets Experience July 2006 - October 2013
Job Owner; Monday's Child Consignment, LLC
Industry Apparel & Fashion
Experience
Monday's Child Consignment, LLC October 2012 - Present
BB&T Capital Markets July 2006 - October 2013
Mach V Motorsports 2000 - 2006
Skills
Investment Banking, Corporate Finance, Capital Markets, Finance, Microsoft Excel, Financial Reporting, Microsoft Office, Business Development, PowerPoint, FINRA, Valuation, Equities, Business Planning
Education
University of Richmond 2008 — 2010
Northern Virginia Community College 2000 — 2005
Associates
Langley High School 1996 — 1999
Monday's Child Consignment, LLC October 2012 - Present
BB&T Capital Markets July 2006 - October 2013
Mach V Motorsports 2000 - 2006
Skills
Investment Banking, Corporate Finance, Capital Markets, Finance, Microsoft Excel, Financial Reporting, Microsoft Office, Business Development, PowerPoint, FINRA, Valuation, Equities, Business Planning
Education
University of Richmond 2008 — 2010
Northern Virginia Community College 2000 — 2005
Associates
Langley High School 1996 — 1999
Nicole Guarella's BB&T Capital Markets Experience November 2012 - Present
Job Vice President of the Commercial & Industrial Group at BB&T Capital Markets
Industry Investment Banking
Experience
BB&T Capital Markets November 2012 - Present
BB&T Capital Markets July 2010 - November 2012
BB&T Capital Markets July 2008 - July 2010
BB&T Capital Markets August 2005 - 2008
Skills
Investment Banking, Valuation, Capital Markets, Financial Modeling, DCF, Equity Valuation, IPO, Divestitures, M, Business Valuation, Private Equity, Equities, LBO, M&A experience, Bloomberg, Corporate Finance, Due Diligence, Financial Analysis, Mergers, Mergers & Acquisitions
Education
The College of William and Mary - The Mason School of Business 2002 — 2005
Bachelor of Arts in Business Administration, Finance
The College of William and Mary 2001 — 2005
Bachelor of Arts in Business Administration, Finance, General
BB&T Capital Markets November 2012 - Present
BB&T Capital Markets July 2010 - November 2012
BB&T Capital Markets July 2008 - July 2010
BB&T Capital Markets August 2005 - 2008
Skills
Investment Banking, Valuation, Capital Markets, Financial Modeling, DCF, Equity Valuation, IPO, Divestitures, M, Business Valuation, Private Equity, Equities, LBO, M&A experience, Bloomberg, Corporate Finance, Due Diligence, Financial Analysis, Mergers, Mergers & Acquisitions
Education
The College of William and Mary - The Mason School of Business 2002 — 2005
Bachelor of Arts in Business Administration, Finance
The College of William and Mary 2001 — 2005
Bachelor of Arts in Business Administration, Finance, General
Vic Belfiore's BB&T Capital Markets Experience August 2003 - Present
Job Equity Sales Trader at BBT Capital Markets
Industry Financial Services
Experience
BBT Capital Markets August 2003 - Present
Banc of America Securities 1996 - 2003
Skills
Series 7, Equities
Education
University of Florida 1988 — 1990
Master of Exercise and Sports Science
University of Washington 1983 — 1988
Sports Medicine
BBT Capital Markets August 2003 - Present
Banc of America Securities 1996 - 2003
Skills
Series 7, Equities
Education
University of Florida 1988 — 1990
Master of Exercise and Sports Science
University of Washington 1983 — 1988
Sports Medicine
Brian Tascher's BB&T Capital Markets Experience August 2002 - May 2011
Job Chief Financial Officer at Tobacco Rag Processors, Inc.
Industry Consumer Goods
Experience
Tobacco Rag Processors, Inc. May 2011 - Present
BB&T Capital Markets August 2002 - May 2011
Ernst & Young 1995 - 2000
Skills
Financial Modeling, Financial Analysis, Mergers & Acquisitions, Corporate Finance, Valuation, Due Diligence, Private Equity, Business Valuation, Investment Banking, Capital Markets, Finance, Investments, Forecasting, Financial Reporting, Managerial Finance, M&A experience, Venture Capital, Equities, Divestitures, Strategic Financial...
Education
University of Virginia - Darden Graduate School of Business Administration 2000 — 2002
Master of Business Administration (MBA)
University of Maryland College Park 1992 — 1994
Bachelor of Science (BS), Accounting
Tobacco Rag Processors, Inc. May 2011 - Present
BB&T Capital Markets August 2002 - May 2011
Ernst & Young 1995 - 2000
Skills
Financial Modeling, Financial Analysis, Mergers & Acquisitions, Corporate Finance, Valuation, Due Diligence, Private Equity, Business Valuation, Investment Banking, Capital Markets, Finance, Investments, Forecasting, Financial Reporting, Managerial Finance, M&A experience, Venture Capital, Equities, Divestitures, Strategic Financial...
Education
University of Virginia - Darden Graduate School of Business Administration 2000 — 2002
Master of Business Administration (MBA)
University of Maryland College Park 1992 — 1994
Bachelor of Science (BS), Accounting
Bretz Ben's BB&T Capital Markets Experience January 2002 - Present
Job Capital Markets
Industry Capital Markets
Experience
BB&T Capital Markets January 2002 - Present
Skills
Trading, Securities
Education
Randolph-Macon College 1997 — 2001
BA, Business/Eco
BB&T Capital Markets January 2002 - Present
Skills
Trading, Securities
Education
Randolph-Macon College 1997 — 2001
BA, Business/Eco
Bracton Thoma's BB&T Capital Markets Experience January 2007 - June 2014
Job Director at B&F Capital Markets, Inc.
Industry Capital Markets
Experience
B&F Capital Markets, Inc. July 2014 - Present
BB&T Capital Markets January 2007 - June 2014
Regions Bank January 2003 - December 2006
Regions Bank January 1998 - December 2002
Skills
Credit Analysis, Credit, Financial Modeling, Financial Analysis
Education
The University of Memphis 1996 — 1997
MBA, Finance
Vanderbilt University 1992 — 1996
BA, Economics
B&F Capital Markets, Inc. July 2014 - Present
BB&T Capital Markets January 2007 - June 2014
Regions Bank January 2003 - December 2006
Regions Bank January 1998 - December 2002
Skills
Credit Analysis, Credit, Financial Modeling, Financial Analysis
Education
The University of Memphis 1996 — 1997
MBA, Finance
Vanderbilt University 1992 — 1996
BA, Economics
Alex Bean's BB&T Capital Markets Experience July 2007 - March 2010
Job Vice President at Plexus Capital, LLC
Industry Venture Capital & Private Equity
Experience
Plexus Capital, LLC March 2010 - Present
BB&T Capital Markets July 2007 - March 2010
Education
University of North Carolina at Chapel Hill 2003 — 2007
Bachelor of Science in Business Administration, Business Administration
Plexus Capital, LLC March 2010 - Present
BB&T Capital Markets July 2007 - March 2010
Education
University of North Carolina at Chapel Hill 2003 — 2007
Bachelor of Science in Business Administration, Business Administration
Lindsay Stoda's BB&T Capital Markets Experience 2004 - 2007
Job Senior Business Analyst at Interface, Inc.
Industry Textiles
Experience
Interface 2007 - Present
BB&T Capital Markets 2004 - 2007
Skills
Sustainability, Corporate Social..., Strategic Planning, Strategy, Project Management, Financial Modeling, Sustainable Development, Financial Analysis, Business Process..., Budgets, Business Strategy, Process Improvement, Manufacturing, Renewable Energy, Energy, Change Management, Life Cycle Assessment, Management Consulting
Education
University of Florida - Warrington College Of Business 2000 — 2003
Finance
Interface 2007 - Present
BB&T Capital Markets 2004 - 2007
Skills
Sustainability, Corporate Social..., Strategic Planning, Strategy, Project Management, Financial Modeling, Sustainable Development, Financial Analysis, Business Process..., Budgets, Business Strategy, Process Improvement, Manufacturing, Renewable Energy, Energy, Change Management, Life Cycle Assessment, Management Consulting
Education
University of Florida - Warrington College Of Business 2000 — 2003
Finance
Ryan Hamilton's BB&T Capital Markets Experience June 2013 - Present
Job Vice President at BB&T Capital Markets
Industry Banking
Experience
BB&T Capital Markets June 2013 - Present
BB&T Commercial Banking February 2007 - June 2013
Education
University of Kentucky
BBA, Finance
BB&T Capital Markets June 2013 - Present
BB&T Commercial Banking February 2007 - June 2013
Education
University of Kentucky
BBA, Finance
Brett Miller's BB&T Capital Markets Experience May 2014 - Present
Job Senior Vice President Capital Markets & Corporate Banking
Industry Banking
Experience
BB&T Capital Markets May 2014 - Present
Associated Bank January 2012 - May 2014
RBS April 2008 - January 2012
LaSalle Bank 2005 - 2008
Scotiabank 2000 - 2005
PwC 1998 - 2000
Skills
Commercial Banking, Commercial Lending, Credit Analysis, Corporate Finance, Credit, Loans, Credit Risk, Banking, Portfolio Management, Treasury Management, Capital Markets, Cash Management, Financial Services, Syndications
Education
University of Illinois at Urbana-Champaign 1991 — 1996
Accountancy
BB&T Capital Markets May 2014 - Present
Associated Bank January 2012 - May 2014
RBS April 2008 - January 2012
LaSalle Bank 2005 - 2008
Scotiabank 2000 - 2005
PwC 1998 - 2000
Skills
Commercial Banking, Commercial Lending, Credit Analysis, Corporate Finance, Credit, Loans, Credit Risk, Banking, Portfolio Management, Treasury Management, Capital Markets, Cash Management, Financial Services, Syndications
Education
University of Illinois at Urbana-Champaign 1991 — 1996
Accountancy
Jay Conrad's BB&T Capital Markets Experience
Job Senior Vice President at BB&T Capital Markets
Industry Financial Services
Experience
BB&T Capital Markets
Skills
Business Strategy, Capital Markets, Investments, Credit, Risk Management, Mergers & Acquisitions
Education
Shippensburg University of Pennsylvania 1976 — 1980
Bachelor of Science (BS)
BB&T Capital Markets
Skills
Business Strategy, Capital Markets, Investments, Credit, Risk Management, Mergers & Acquisitions
Education
Shippensburg University of Pennsylvania 1976 — 1980
Bachelor of Science (BS)
Gregory Sabo's BB&T Capital Markets Experience October 2002 - Present
Job Institutional Equity Trader at BB&T Capital Markets
Industry Investment Banking
Experience
BB&T Capital Markets October 2002 - Present
Wachovia Securities, LLC November 1994 - October 2002
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 2007 — 2009
MBA
Swarthmore College 1983 — 1987
B.A., Economics
BB&T Capital Markets October 2002 - Present
Wachovia Securities, LLC November 1994 - October 2002
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 2007 — 2009
MBA
Swarthmore College 1983 — 1987
B.A., Economics
Omar J. Mejias's BB&T Capital Markets Experience July 2013 - Present
Job Equity Research Associate at BB&T Capital Markets
Industry Capital Markets
Experience
BB&T Capital Markets July 2013 - Present
BB&T September 2012 - July 2013
BB&T November 2010 - August 2012
BB&T January 2010 - October 2010
Devonshire Partners, LLC. June 2009 - December 2009
Blanchard and Company August 2007 - December 2007
Freeport-McMoRan Copper & Gold Inc. May 2007 - August 2007
Skills
Credit Risk, Financial Analysis, Corporate Finance, Options, Spanish, Bloomberg, Credit, Energy, Risk Management, Portfolio Management, Financial Modeling, Due Diligence, Equity Research, Capital Markets, Equity Valuation, Valuation, Investments, Equities, Banking, Series 7, Series 63, Analysis, Microsoft Excel, Securities, Hedge Funds
Education
Tulane University - A.B. Freeman School of Business 2008 — 2009
Master of Finance, Finance & Energy
Loyola University New Orleans 2004 — 2008
Business Administration, Finance
BB&T Capital Markets July 2013 - Present
BB&T September 2012 - July 2013
BB&T November 2010 - August 2012
BB&T January 2010 - October 2010
Devonshire Partners, LLC. June 2009 - December 2009
Blanchard and Company August 2007 - December 2007
Freeport-McMoRan Copper & Gold Inc. May 2007 - August 2007
Skills
Credit Risk, Financial Analysis, Corporate Finance, Options, Spanish, Bloomberg, Credit, Energy, Risk Management, Portfolio Management, Financial Modeling, Due Diligence, Equity Research, Capital Markets, Equity Valuation, Valuation, Investments, Equities, Banking, Series 7, Series 63, Analysis, Microsoft Excel, Securities, Hedge Funds
Education
Tulane University - A.B. Freeman School of Business 2008 — 2009
Master of Finance, Finance & Energy
Loyola University New Orleans 2004 — 2008
Business Administration, Finance
Chase Briggs's BB&T Capital Markets Experience 2003 - 2010
Job Global Business Planning Director at Nike
Industry Investment Management
Experience
Nike November 2013 - Present
Vista Equity Partners July 2012 - October 2013
McCombs School of Business June 2010 - July 2012
Vista Equity Partners January 2012 - June 2012
TGF Management Corp. January 2011 - January 2012
TGF Management Corp. May 2011 - August 2011
BB&T Capital Markets 2003 - 2010
Skills
Valuation, Financial Modeling, Private Equity, Venture Capital, Corporate Finance, Financial Analysis, Investments, Bloomberg, Capital Markets, Due Diligence, Mergers, Equity Valuation, Business Valuation, Investment Banking, Business Development, Market Research, Banking, Forecasting, Business Strategy, Strategic Planning
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2012
MBA, Finance / Accounting
University of North Carolina at Chapel Hill 1999 — 2003
BS, Business, Finance
Highland Park High School 1995 — 1999
St. Mark's School of Texas
Nike November 2013 - Present
Vista Equity Partners July 2012 - October 2013
McCombs School of Business June 2010 - July 2012
Vista Equity Partners January 2012 - June 2012
TGF Management Corp. January 2011 - January 2012
TGF Management Corp. May 2011 - August 2011
BB&T Capital Markets 2003 - 2010
Skills
Valuation, Financial Modeling, Private Equity, Venture Capital, Corporate Finance, Financial Analysis, Investments, Bloomberg, Capital Markets, Due Diligence, Mergers, Equity Valuation, Business Valuation, Investment Banking, Business Development, Market Research, Banking, Forecasting, Business Strategy, Strategic Planning
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2012
MBA, Finance / Accounting
University of North Carolina at Chapel Hill 1999 — 2003
BS, Business, Finance
Highland Park High School 1995 — 1999
St. Mark's School of Texas
Andrew C. Jones's BB&T Capital Markets Experience July 2012 - Present
Job Associate Vice President at BB&T Capital Markets
Industry Investment Banking
Experience
BB&T Capital Markets July 2012 - Present
Wake Forest University August 2010 - May 2012
Bank of America Merrill Lynch June 2011 - August 2011
ISP Sports August 2005 - July 2010
ISP Sports August 2005 - July 2010
WHIZ-TV June 2002 - June 2005
WAER FM 2001 - 2002
Education
Wake Forest University School of Business 2010 — 2012
MBA, Finance
Syracuse University 1998 — 2002
BS, Broadcast Journalism
BB&T Capital Markets July 2012 - Present
Wake Forest University August 2010 - May 2012
Bank of America Merrill Lynch June 2011 - August 2011
ISP Sports August 2005 - July 2010
ISP Sports August 2005 - July 2010
WHIZ-TV June 2002 - June 2005
WAER FM 2001 - 2002
Education
Wake Forest University School of Business 2010 — 2012
MBA, Finance
Syracuse University 1998 — 2002
BS, Broadcast Journalism
James Byun's BB&T Capital Markets Experience June 2010 - July 2013
Job Product Marketing MBA Intern at Apple
Industry Internet
Experience
Apple June 2015 - August 2015
CoFoundersLab September 2013 - May 2014
City Decibel (www.dcdecibel.com) February 2012 - October 2013
BB&T Capital Markets June 2010 - July 2013
Constellation Energy February 2008 - October 2009
Skills
Start-ups, Financial Modeling, Entrepreneurship, Investment Banking, Valuation, Economics, Business Development, Private Equity, Management, Equity Valuation, Marketing, Business Strategy, Music, Research, Strategy, Product Management, DCF, Product Development, Sell Side, Internet Products, Product Marketing, Early-stage Startups, Leadership
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (MBA)
Northwestern University 2014 — 2016
MS in Design Innovation
The Johns Hopkins University 2006 — 2010
BA, Economics, International Studies, East-Asian Studies
Yonsei University 2008 — 2008
The Lawrenceville School 2001 — 2005
Apple June 2015 - August 2015
CoFoundersLab September 2013 - May 2014
City Decibel (www.dcdecibel.com) February 2012 - October 2013
BB&T Capital Markets June 2010 - July 2013
Constellation Energy February 2008 - October 2009
Skills
Start-ups, Financial Modeling, Entrepreneurship, Investment Banking, Valuation, Economics, Business Development, Private Equity, Management, Equity Valuation, Marketing, Business Strategy, Music, Research, Strategy, Product Management, DCF, Product Development, Sell Side, Internet Products, Product Marketing, Early-stage Startups, Leadership
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (MBA)
Northwestern University 2014 — 2016
MS in Design Innovation
The Johns Hopkins University 2006 — 2010
BA, Economics, International Studies, East-Asian Studies
Yonsei University 2008 — 2008
The Lawrenceville School 2001 — 2005
Chris Verwoerdt's BB&T Capital Markets Experience September 2008 - Present
Job Sr. VP at BB&T Capital Markets
Industry Banking
Experience
BB&T Capital Markets September 2008 - Present
BB&T Capital Markets June 1993 - August 2008
Skills
Commercial Lending, Syndications, Commercial Banking, Capital Markets, Investment Banking, Credit Analysis, Financial Structuring, Credit
Education
Wake Forest University School of Business 1991 — 1993
MBA, Finance, Marketing
North Carolina State University 1984 — 1989
BA, Political Science
Durham Academy High School
BB&T Capital Markets September 2008 - Present
BB&T Capital Markets June 1993 - August 2008
Skills
Commercial Lending, Syndications, Commercial Banking, Capital Markets, Investment Banking, Credit Analysis, Financial Structuring, Credit
Education
Wake Forest University School of Business 1991 — 1993
MBA, Finance, Marketing
North Carolina State University 1984 — 1989
BA, Political Science
Durham Academy High School
Greg Branstetter's BB&T Capital Markets Experience March 2010 - Present
Job Capital Markets Corporate Banker at BB&T Capital Markets
Industry Banking
Experience
BB&T Capital Markets March 2010 - Present
University of Louisville Family Business Center 2009 - 2011
BB&T August 2009 - March 2010
BB&T August 2000 - August 2009
Wachovia, A Wells Fargo Company May 1997 - August 2000
Huntington National Bank August 1995 - May 1997
Fifth Third Bank 1989 - 1995
Skills
Commercial Banking, Commercial Lending, Financial Analysis, Credit Analysis, Investments, Banking, Business Development, Portfolio Management, Capital Markets, Valuation, Loans, Treasury Management
Education
Leadership Louisville 2010 — 2010
University of Kentucky 1985 — 1989
BBA, Finance
Caverna High School 1974 — 1978
BB&T Capital Markets March 2010 - Present
University of Louisville Family Business Center 2009 - 2011
BB&T August 2009 - March 2010
BB&T August 2000 - August 2009
Wachovia, A Wells Fargo Company May 1997 - August 2000
Huntington National Bank August 1995 - May 1997
Fifth Third Bank 1989 - 1995
Skills
Commercial Banking, Commercial Lending, Financial Analysis, Credit Analysis, Investments, Banking, Business Development, Portfolio Management, Capital Markets, Valuation, Loans, Treasury Management
Education
Leadership Louisville 2010 — 2010
University of Kentucky 1985 — 1989
BBA, Finance
Caverna High School 1974 — 1978
Scott Peterfy's BB&T Capital Markets Experience July 1999 - Present
Job Managing Director at BB&T Capital Markets
Industry Investment Banking
Experience
BB&T Capital Markets July 1999 - Present
First Union May 1998 - June 1999
Wheat First Securities July 1991 - April 1998
The Ohio Company June 1981 - June 1991
Skills
Capital Markets, Bloomberg, Credit, Investments, Portfolio Management
Education
Marshall University 1976 — 1981
BA, criminology
Marshall University 1976 — 1981
BB&T Capital Markets July 1999 - Present
First Union May 1998 - June 1999
Wheat First Securities July 1991 - April 1998
The Ohio Company June 1981 - June 1991
Skills
Capital Markets, Bloomberg, Credit, Investments, Portfolio Management
Education
Marshall University 1976 — 1981
BA, criminology
Marshall University 1976 — 1981
David Beeghly's BB&T Capital Markets Experience October 1991 - Present
Job Sr Vice President at BB&T Capital Markets
Industry Investment Banking
Experience
BB&T Capital Markets October 1991 - Present
Ferris Baker Watts January 1988 - April 1991
Offut &Taylor October 1983 - December 1987
Education
Ohio Wesleyan University 1976 — 1980
B.A., Accounting and Economics
BB&T Capital Markets October 1991 - Present
Ferris Baker Watts January 1988 - April 1991
Offut &Taylor October 1983 - December 1987
Education
Ohio Wesleyan University 1976 — 1980
B.A., Accounting and Economics
Alex Sevilla's BB&T Capital Markets Experience 2013 - 2014
Job Vice President at Houlihan Lokey's Aerospace•Defense•Government Group
Industry Investment Banking
Experience
Houlihan Lokey 2014 - Present
BB&T Capital Markets 2013 - 2014
BB&T Capital Markets Windsor Group 2010 - 2013
The McLean Group 2010 - 2010
The McLean Group 2008 - 2010
Ronin Capital Management 2007 - 2007
Northwestern Mutual 2005 - 2007
Skills
Aerospace, Business Development, Business Strategy, Business Valuation, Corporate Finance, Defense, Due Diligence, Equities, Equity Research, Finance, Financial Analysis, Financial Modeling, Hedge Funds, Private Equity, Mergers & Acquisitions, Valuation, M&A experience, LBO, Investment Banking
Education
University of Miami - School of Business 2002 — 2006
BS, Business Management & Finance
Houlihan Lokey 2014 - Present
BB&T Capital Markets 2013 - 2014
BB&T Capital Markets Windsor Group 2010 - 2013
The McLean Group 2010 - 2010
The McLean Group 2008 - 2010
Ronin Capital Management 2007 - 2007
Northwestern Mutual 2005 - 2007
Skills
Aerospace, Business Development, Business Strategy, Business Valuation, Corporate Finance, Defense, Due Diligence, Equities, Equity Research, Finance, Financial Analysis, Financial Modeling, Hedge Funds, Private Equity, Mergers & Acquisitions, Valuation, M&A experience, LBO, Investment Banking
Education
University of Miami - School of Business 2002 — 2006
BS, Business Management & Finance
Coulter Warlick's BB&T Capital Markets Experience 2005 - 2007
Job Senior Vice President Relationship Manager at SunTrust Commercial Banking
Industry Banking
Experience
SunTrust September 2015 - Present
SunTrust Robinson Humphrey March 2013 - September 2015
SunTrust Robinson Humphrey March 2010 - March 2013
SunTrust Robinson Humphrey May 2007 - March 2010
BB&T Capital Markets 2005 - 2007
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Risk Management, Portfolio Management, Investments, Investment Banking, Banking, Excel, Credit, Derivatives, Series 7, Capital Markets, Accounting, Business Analysis, PowerPoint, Bloomberg, Cash Flow, Fixed Income, Valuation, Credit Analysis, FINRA
Education
University of North Carolina at Chapel Hill 2001 — 2005
BA, Economics
SunTrust September 2015 - Present
SunTrust Robinson Humphrey March 2013 - September 2015
SunTrust Robinson Humphrey March 2010 - March 2013
SunTrust Robinson Humphrey May 2007 - March 2010
BB&T Capital Markets 2005 - 2007
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Risk Management, Portfolio Management, Investments, Investment Banking, Banking, Excel, Credit, Derivatives, Series 7, Capital Markets, Accounting, Business Analysis, PowerPoint, Bloomberg, Cash Flow, Fixed Income, Valuation, Credit Analysis, FINRA
Education
University of North Carolina at Chapel Hill 2001 — 2005
BA, Economics
James L. Malchow, CFA's BB&T Capital Markets Experience February 2011 - August 2013
Job Vice President at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey August 2013 - Present
BB&T Capital Markets February 2011 - August 2013
Advisors Asset Management, Inc. August 2009 - March 2011
Western Asset Management 2005 - 2009
Citigroup/Salomon Smith Barney 2003 - 2005
Travelers Insurance 2002 - 2003
Managed Endowment Fund, University of Connecticut 2001 - 2002
Parsons Brinckerhoff 1996 - 2000
Skills
Series 7, Intex, Fixed Income, Bloomberg, Bonds, Capital Markets, Portfolio Management, Asset Managment, Trading, Securities, Series 63
Education
The University of Connecticut School of Business 2000 — 2002
M.B.A., Finance
Syracuse University 1992 — 1996
B.S., Civil Engineering
SunTrust Robinson Humphrey August 2013 - Present
BB&T Capital Markets February 2011 - August 2013
Advisors Asset Management, Inc. August 2009 - March 2011
Western Asset Management 2005 - 2009
Citigroup/Salomon Smith Barney 2003 - 2005
Travelers Insurance 2002 - 2003
Managed Endowment Fund, University of Connecticut 2001 - 2002
Parsons Brinckerhoff 1996 - 2000
Skills
Series 7, Intex, Fixed Income, Bloomberg, Bonds, Capital Markets, Portfolio Management, Asset Managment, Trading, Securities, Series 63
Education
The University of Connecticut School of Business 2000 — 2002
M.B.A., Finance
Syracuse University 1992 — 1996
B.S., Civil Engineering
Jonathan Curreri's BB&T Capital Markets Experience 1999 - 2003
Job Chief Financial Officer
Industry Electrical/Electronic Manufacturing
Experience
The TechnoWise Group September 2013 - Present
Alta Advisers 2009 - 2013
Value Creation Team (VCT) 2010 - 2010
Pyrenees Capital 2004 - 2008
BB&T Capital Markets 1999 - 2003
EBI Securities 1995 - 1999
Education
University of Colorado at Boulder 1986 — 1991
Economics and International Affairs, Latin American emphasis - fluent Spanish
University of Colorado Boulder
Bachelor's degree Economics and International Affairs
The TechnoWise Group September 2013 - Present
Alta Advisers 2009 - 2013
Value Creation Team (VCT) 2010 - 2010
Pyrenees Capital 2004 - 2008
BB&T Capital Markets 1999 - 2003
EBI Securities 1995 - 1999
Education
University of Colorado at Boulder 1986 — 1991
Economics and International Affairs, Latin American emphasis - fluent Spanish
University of Colorado Boulder
Bachelor's degree Economics and International Affairs
ernie dettbarn's BB&T Capital Markets Experience June 1984 - February 2011
Job owner at Ernie's Epic Foods
Industry Food Production
Experience
Ernie's Epic Foods November 2008 - Present
BB&T January 1994 - March 2011
BB&T Capital Markets June 1984 - February 2011
Skills
Forecasting, Business Strategy, Entrepreneurship, Consumer Products, Business Planning, Start-ups, Negotiation, Leadership, Business Development, Competitive Analysis, Coaching, Real Estate, Social Media, Food, Product Development, Team Leadership, P&L Management, Market Research, Public Speaking, Contract Negotiation, Food Industry, Brand Development, Social Media Marketing, Income Statement
Education
Randolph Macon 1971 — 1971
Political Science
Randolph-Macon College 1968 — 1971
Bachl
Randolph Macon College 1967 — 1971
Political Science
Randolph-Macon College 1967 — 1971
Bachelor of Arts (B.A.), Political Science and Government
Ernie's Epic Foods November 2008 - Present
BB&T January 1994 - March 2011
BB&T Capital Markets June 1984 - February 2011
Skills
Forecasting, Business Strategy, Entrepreneurship, Consumer Products, Business Planning, Start-ups, Negotiation, Leadership, Business Development, Competitive Analysis, Coaching, Real Estate, Social Media, Food, Product Development, Team Leadership, P&L Management, Market Research, Public Speaking, Contract Negotiation, Food Industry, Brand Development, Social Media Marketing, Income Statement
Education
Randolph Macon 1971 — 1971
Political Science
Randolph-Macon College 1968 — 1971
Bachl
Randolph Macon College 1967 — 1971
Political Science
Randolph-Macon College 1967 — 1971
Bachelor of Arts (B.A.), Political Science and Government
Charlie Widmer's BB&T Capital Markets Experience June 2009 - October 2010
Job Corporate Development Officer at INOLEX
Industry Chemicals
Experience
INOLEX June 2015 - Present
INOLEX November 2014 - May 2015
Enviva LP April 2012 - May 2014
Enviva LP November 2010 - March 2012
BB&T Capital Markets June 2009 - October 2010
BB&T Capital Markets June 2008 - August 2008
Skills
Financial Modeling, Mergers & Acquisitions, Strategy, Valuation, Corporate Finance, Business Strategy, Investment Banking, Leadership, Interpersonal Skill, Business Development, Team Leadership, Public Speaking
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.)
University of Richmond 2006 — 2009
BSBA, Finance and Economics
INOLEX June 2015 - Present
INOLEX November 2014 - May 2015
Enviva LP April 2012 - May 2014
Enviva LP November 2010 - March 2012
BB&T Capital Markets June 2009 - October 2010
BB&T Capital Markets June 2008 - August 2008
Skills
Financial Modeling, Mergers & Acquisitions, Strategy, Valuation, Corporate Finance, Business Strategy, Investment Banking, Leadership, Interpersonal Skill, Business Development, Team Leadership, Public Speaking
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.)
University of Richmond 2006 — 2009
BSBA, Finance and Economics
Roger Grimming's BB&T Capital Markets Experience December 2013 - April 2014
Job KGSAlpha Capital Markets, L.P.
Industry Financial Services
Experience
KGS-Alpha Capital Markets, L.P. October 2014 - Present
Mesirow Financial May 2014 - September 2014
BB&T Capital Markets December 2013 - April 2014
Incapital October 2012 - November 2013
Mesirow Financial January 2003 - September 2012
Skills
Series 7, Fixed Income, Capital Markets, Bonds, Alternative Investments, MBS, ABS, CMBS, Securities
Education
Northwood University 2004 — 2008
KGS-Alpha Capital Markets, L.P. October 2014 - Present
Mesirow Financial May 2014 - September 2014
BB&T Capital Markets December 2013 - April 2014
Incapital October 2012 - November 2013
Mesirow Financial January 2003 - September 2012
Skills
Series 7, Fixed Income, Capital Markets, Bonds, Alternative Investments, MBS, ABS, CMBS, Securities
Education
Northwood University 2004 — 2008
Brian Waldron's BB&T Capital Markets Experience May 2015 - Present
Job BB&T Capital Markets
Industry Banking
Experience
BB&T Capital Markets May 2015 - Present
BB&T August 2013 - May 2015
BB&T May 2011 - August 2013
The Bicycle Shoppe June 2007 - May 2010
Skills
Credit Analysis, Banking, Commercial Banking, Financial Analysis, Credit Risk, Risk Management, Microsoft Excel, Process Improvement, Accounting, Microsoft Office, Loans, Mergers, Strategic Planning, Credit, Consumer Lending, Underwriting, Financial Modeling, Corporate Finance, Small Business Lending, Lines Of Credit, Leadership, Customer Service, Commercial Lending, Mortgage Lending, Finance, Retail Banking
Education
The Citadel 2001 — 2005
BSB, Business Administration
BB&T Capital Markets May 2015 - Present
BB&T August 2013 - May 2015
BB&T May 2011 - August 2013
The Bicycle Shoppe June 2007 - May 2010
Skills
Credit Analysis, Banking, Commercial Banking, Financial Analysis, Credit Risk, Risk Management, Microsoft Excel, Process Improvement, Accounting, Microsoft Office, Loans, Mergers, Strategic Planning, Credit, Consumer Lending, Underwriting, Financial Modeling, Corporate Finance, Small Business Lending, Lines Of Credit, Leadership, Customer Service, Commercial Lending, Mortgage Lending, Finance, Retail Banking
Education
The Citadel 2001 — 2005
BSB, Business Administration
Samantha Howard's BB&T Capital Markets Experience 2007 - Present
Job Healthcare Corporate Banker at BB&T Capital Markets
Industry Financial Services
Experience
BB&T Capital Markets 2007 - Present
Merrill Lynch 2006 - 2007
Skills
Financial Analysis, Valuation, Corporate Finance, Credit Analysis, Portfolio Management, Risk Management, Finance, Banking, Investments, Loans, Commercial Lending, Credit, Healthcare Finance, Underwriting
Education
University of Maryland - Robert H. Smith School of Business 2012 — 2015
Master of Business Administration (M.B.A.)
Salisbury University - Perdue School of Business 2003 — 2007
Bachelor of Science (B.S.), Finance - Investments, Marketing
BB&T Capital Markets 2007 - Present
Merrill Lynch 2006 - 2007
Skills
Financial Analysis, Valuation, Corporate Finance, Credit Analysis, Portfolio Management, Risk Management, Finance, Banking, Investments, Loans, Commercial Lending, Credit, Healthcare Finance, Underwriting
Education
University of Maryland - Robert H. Smith School of Business 2012 — 2015
Master of Business Administration (M.B.A.)
Salisbury University - Perdue School of Business 2003 — 2007
Bachelor of Science (B.S.), Finance - Investments, Marketing
James Swan's BB&T Capital Markets Experience January 2006 - January 2013
Job Manager Director at Stifel Nicolaus & Company
Industry Investment Banking
Experience
Stifel Nicolaus & Company January 2013 - Present
BB&T Capital Markets January 2006 - January 2013
BB&T Capital Markets, a division of Scott & Stringfellow, LLC, a BB&T Corporation affiliate November 2001 - December 2011
Belle Haven Investments 1999 - 2001
Greenwich Partners 1989 - 1995
Skills
Investments, Investment Banking, Project Finance, Portfolio Management, Capital Markets, Valuation, Fixed Income, Asset Managment, Equities, Due Diligence, Financial Analysis, Private Equity, Mergers, Corporate Finance, Bonds, Venture Capital, Trading, Derivatives, Risk Management, Strategic Financial..., Financial Modeling
Education
University of Massachusetts, Amherst 1984 — 1988
Bachelor of Business Administration (B.B.A.), Finance, General
The White Mountain School
Stifel Nicolaus & Company January 2013 - Present
BB&T Capital Markets January 2006 - January 2013
BB&T Capital Markets, a division of Scott & Stringfellow, LLC, a BB&T Corporation affiliate November 2001 - December 2011
Belle Haven Investments 1999 - 2001
Greenwich Partners 1989 - 1995
Skills
Investments, Investment Banking, Project Finance, Portfolio Management, Capital Markets, Valuation, Fixed Income, Asset Managment, Equities, Due Diligence, Financial Analysis, Private Equity, Mergers, Corporate Finance, Bonds, Venture Capital, Trading, Derivatives, Risk Management, Strategic Financial..., Financial Modeling
Education
University of Massachusetts, Amherst 1984 — 1988
Bachelor of Business Administration (B.B.A.), Finance, General
The White Mountain School
Frank Egan's BB&T Capital Markets Experience AdministrationBergen Capital Management ASFebruary 2005 - July 2009
Job Administration at BB&T Capital Mkts, Alpharetta GA
Industry Investment Management
Experience
BB&T Capital Markets AdministrationBergen Capital Management ASFebruary 2005 - July 2009
Skills
Microsoft Office
Education
United States Military Academy at West Point 1957 — 1961
BB&T Capital Markets AdministrationBergen Capital Management ASFebruary 2005 - July 2009
Skills
Microsoft Office
Education
United States Military Academy at West Point 1957 — 1961
Robert Pichard's BB&T Capital Markets Experience July 2011 - March 2013
Job The two most important days in your life are the day you were born and the day you find out why
Industry Information Technology and Services
Experience
Secure Data Ltd. March 2015 - Present
GeekFurb July 2015 - Present
Boston Scientific March 2013 - March 2015
BB&T Capital Markets July 2011 - March 2013
Metalogix Software January 2011 - January 2011
Cave Web Works June 2010 - August 2010
Chevy Chase Bank March 2009 - October 2009
FBR Capital Markets June 2008 - August 2008
LarrainVial June 2007 - August 2007
Skills
Financial Services, Capital Markets, Risk Management, Marketing, Sales, Leadership, Social Media, Entrepreneurship, Microsoft Excel, Business Development, Public Speaking, Finance, Marketing Strategy, Strategic Planning, Customer Service, Healthcare, Medical Devices, Medical Terminology, Microsoft Office, Microsoft Word, PowerPoint
Education
University of Maryland - Robert H. Smith School of Business 2007 — 2011
B.S., Finance, Marketing
University of Maryland College Park 2007 — 2011
B.S., Finance, Marketing
Secure Data Ltd. March 2015 - Present
GeekFurb July 2015 - Present
Boston Scientific March 2013 - March 2015
BB&T Capital Markets July 2011 - March 2013
Metalogix Software January 2011 - January 2011
Cave Web Works June 2010 - August 2010
Chevy Chase Bank March 2009 - October 2009
FBR Capital Markets June 2008 - August 2008
LarrainVial June 2007 - August 2007
Skills
Financial Services, Capital Markets, Risk Management, Marketing, Sales, Leadership, Social Media, Entrepreneurship, Microsoft Excel, Business Development, Public Speaking, Finance, Marketing Strategy, Strategic Planning, Customer Service, Healthcare, Medical Devices, Medical Terminology, Microsoft Office, Microsoft Word, PowerPoint
Education
University of Maryland - Robert H. Smith School of Business 2007 — 2011
B.S., Finance, Marketing
University of Maryland College Park 2007 — 2011
B.S., Finance, Marketing
Jeremy Henrard's BB&T Capital Markets Experience October 2013 - Present
Job Equity Research Associate at BB&T Capital Markets
Industry Investment Banking
Experience
BB&T Capital Markets October 2013 - Present
Avondale Partners LLC September 2013 - October 2013
Avondale Partners LLC May 2011 - September 2013
Skills
Equity Research
Education
Vanderbilt University - Owen Graduate School of Management 2010 — 2011
Masters, Finance
Université Pierre Mendès-France (Grenoble II)
BB&T Capital Markets October 2013 - Present
Avondale Partners LLC September 2013 - October 2013
Avondale Partners LLC May 2011 - September 2013
Skills
Equity Research
Education
Vanderbilt University - Owen Graduate School of Management 2010 — 2011
Masters, Finance
Université Pierre Mendès-France (Grenoble II)
David Philllips's BB&T Capital Markets Experience February 2011 - Present
Job Senior Vice President Energy Lender
Industry Financial Services
Experience
BB&T Capital Markets February 2011 - Present
Sterling Bank September 2004 - February 2011
Washington Mutual Bank January 2000 - September 2004
Pennzoil-Quaker State Company May 1999 - January 2000
JPMorgan Chase Bank (formerly Bank One Texas) July 1996 - May 1999
Enron Capital & Trade Resources October 1994 - July 1996
Bank of America (formerly NationsBank / Amresco) - Special Assets Group January 1989 - September 1994
Bank of America (and predecessors) February 1982 - January 1989
ARCO Oil & Gas Company September 1980 - February 1982
Skills
Commercial Banking, Oil&Gas, Capital Markets, Business Devolopment, Corporate Finance, Financial Analysis
Education
Southern Methodist University - Cox School of Business 1987 — 1990
Master of Business Administration (MBA), Finance Concentration
Texas A&M University 1975 — 1980
Bachelor of Science (BS), Chemical Engineering
BB&T Capital Markets February 2011 - Present
Sterling Bank September 2004 - February 2011
Washington Mutual Bank January 2000 - September 2004
Pennzoil-Quaker State Company May 1999 - January 2000
JPMorgan Chase Bank (formerly Bank One Texas) July 1996 - May 1999
Enron Capital & Trade Resources October 1994 - July 1996
Bank of America (formerly NationsBank / Amresco) - Special Assets Group January 1989 - September 1994
Bank of America (and predecessors) February 1982 - January 1989
ARCO Oil & Gas Company September 1980 - February 1982
Skills
Commercial Banking, Oil&Gas, Capital Markets, Business Devolopment, Corporate Finance, Financial Analysis
Education
Southern Methodist University - Cox School of Business 1987 — 1990
Master of Business Administration (MBA), Finance Concentration
Texas A&M University 1975 — 1980
Bachelor of Science (BS), Chemical Engineering
Preston Wilkinson's BB&T Capital Markets Experience 2004 - 2011
Job Lead Analyst at Altria
Industry Market Research
Experience
Altria August 2011 - Present
BB&T Capital Markets 2004 - 2011
Education
The College of William and Mary - The Mason School of Business 2002 — 2004
Master of Business Administration (M.B.A.)
University of Virginia 1993 — 1998
Altria August 2011 - Present
BB&T Capital Markets 2004 - 2011
Education
The College of William and Mary - The Mason School of Business 2002 — 2004
Master of Business Administration (M.B.A.)
University of Virginia 1993 — 1998
Doug Dragotti's BB&T Capital Markets Experience August 2004 - Present
Job Vice President BB&T Capital Markets
Industry Financial Services
Experience
BB&T Capital Markets August 2004 - Present
Skills
Capital Markets, Investments, Private Equity, Fixed Income, Bonds, Financial Analysis, Equities, Bloomberg, Securities, Derivatives, Hedge Funds, Trading, Investment Banking, Series 7, Options, Asset Management, Trading Systems, Valuation, Structured Products, Alternative Investments, Financial Services, Series 63, Financial Modeling, ABS, Management, Risk Management, Portfolio Management, Banking, Financial Markets
Education
Pace University - Lubin School of Business
BB&T Capital Markets August 2004 - Present
Skills
Capital Markets, Investments, Private Equity, Fixed Income, Bonds, Financial Analysis, Equities, Bloomberg, Securities, Derivatives, Hedge Funds, Trading, Investment Banking, Series 7, Options, Asset Management, Trading Systems, Valuation, Structured Products, Alternative Investments, Financial Services, Series 63, Financial Modeling, ABS, Management, Risk Management, Portfolio Management, Banking, Financial Markets
Education
Pace University - Lubin School of Business
Bruce Livingston's BB&T Capital Markets Experience March 1999 - Present
Job Senior Vice President/Fixed Income Sales at BB&T Capital Markets
Industry Financial Services
Experience
BB&T Capital Markets March 1999 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook
Education
The College of William and Mary 1987 — 1989
Master of Business Administration (MBA), Finance, General
University of Maryland College Park 1980 — 1983
Bachelor's degree, Finance and Economics
BB&T Capital Markets March 1999 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook
Education
The College of William and Mary 1987 — 1989
Master of Business Administration (MBA), Finance, General
University of Maryland College Park 1980 — 1983
Bachelor's degree, Finance and Economics
Jay Conrad's BB&T Capital Markets Experience 1997 - Present
Job Senior Vice President at BB&T Capital Markets
Industry Capital Markets
Experience
BB&T Capital Markets 1997 - Present
Craigie Incorporated 1986 - 1997
Skills
Public/Project Finance, Series 7, Capital Markets, Fixed Income, Series 63, Bonds, Financial Modeling
Education
Shippensburg University of Pennsylvania 1976 — 1980
BSBA, Behavioral Management
BB&T Capital Markets 1997 - Present
Craigie Incorporated 1986 - 1997
Skills
Public/Project Finance, Series 7, Capital Markets, Fixed Income, Series 63, Bonds, Financial Modeling
Education
Shippensburg University of Pennsylvania 1976 — 1980
BSBA, Behavioral Management
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial