BB&T Investment Services

Description

Address: 200 S College St #8, Charlotte, NC 28202 Hours: Closed ⋅ Opens 8AM Friday8AM–6PMSaturdayClosedSundayClosedMonday8AM–6PMTuesday8AM–6PMWednesday8AM–6PMThursday8AM–6PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (704) 954-1150: : : Place name: Website: : : Category: : Website: http://www.bbt.com/bbtdotcom/investing/investment-services/default.page Category: Bank Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business? Questions & answers Ask a question See all questions (1) Popular times Fridays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. : 6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aPlan your visitClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on FridaysPeople typically spend 10-45 min here Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of BB&T Investment Services Inc Posting publicly on the Web Write a review Reviews 2 Google reviews

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BB&T Investment Services Employees

Employee
Years
Job
Industry
Carlos Morlote Carlos Morlote Miami/Fort Lauderdale Area Details
Carlos Morlote's BB&T Investment Services Experience January 2014 - Present
Job Investment Counselor
Industry Financial Services
Experience
BB&T Investment Services   January 2014 - Present
Principal Financial Group  December 2013 - January 2014

Education
Florida International University
Bachelor of Business Administration (B.B.A.), Finance and Finance in Real Estate

Bella Khamitsaeva Bella Khamitsaeva Daytona Beach, Florida Area Details
Bella Khamitsaeva's BB&T Investment Services Experience January 2010 - Present
Job Investment Counselor at BB&T
Industry Financial Services
Experience
BB&T Investment Services   January 2010 - Present

Education
Daytona College   2008 — 2010
Bachelor of Applied Science (BASc), Management and Supervision

Tajik State Pedagogical University   1993 — 1998
Bachelor of Arts (BA), History and Law

Jeremy Alexander Jeremy Alexander Henderson, Kentucky Details
Jeremy Alexander's BB&T Investment Services Experience June 2010 - December 2012
Job Certified Financial Planner at First Kentucky Wealth Management
Industry Financial Services
Experience
First Kentucky Wealth Management   January 2013 - Present
BB&T INVESTMENT SERVICES   June 2010 - December 2012
Integra Bank  November 2005 - June 2010
AG Edwards and Sons  May 2003 - November 2005

Education
Bryant University   2013 — 2014
CFP Prerequisite, Financial Planning and Services

College for Financial Planning   2003 — 2003
Accredited Asset Management Specialist, Financial Planning and Services

Oakland City University   2001 — 2002
Masters in Ed, Masters in Education

University of Southern Indiana   1993 — 1998
BS of Science

Patrick Rehm Patrick Rehm Mobile, Alabama Area Details
Patrick Rehm's BB&T Investment Services Experience June 2012 - January 2013
Job Vice President, Financial Consultant
Industry Investment Management
Experience
Regions Financial Corporation  January 2013 - Present
BB&T Investment Services   June 2012 - January 2013
First National Bank of Baldwin County   August 2009 - May 2012
BBVA/Compass Bank   March 2006 - April 2009

Skills
Strategic Financial..., Mutual Funds, Portfolio Management, Financial Analysis, Investments, Fixed Income, Insurance, Asset Managment, Retirement, Banking, Bloomberg, Fixed Annuities, Credit, Risk Management, Series 7, Wealth, Accounting, Small Business Lending, Series 63, Business Development, Financial Planning

Education
University of South Alabama   1995 — 1996
MBA, Master's of Business Administration

Spring Hill College   1990 — 1994
Bachelor of Science, Business Management

Ryan Mahtani Ryan Mahtani Mobile, Alabama Area Details
Ryan Mahtani's BB&T Investment Services Experience January 2013 - Present
Job Assistant Vice President at BB&T Investment Services
Industry Financial Services
Experience
BB&T Investment Services   January 2013 - Present

Skills
Retirement Planning, Investments, Fixed Annuities, Insurance, Disability Insurance, Life Insurance, Financial Planners, Health Insurance, Long Term Care Insurance, Business Planning, Securities, Small Business, Strategic Financial..., 401k, Mutual Funds, IRAs, Bonds, Retirement, Series 7, Long-term Care, Wealth Management, 401k Rollovers, ETFs, Stocks, Variable Annuities, College Savings Plans, Wealth, Wealth Accumulation, Investment Strategies, Asset Management, Asset Allocation, Portfolio Management, Financial Goals, Finance, Financial Services, Employee Benefits, Banking, Retail Banking, Term Life Insurance, Estate Planning, Financial Analysis, Risk Management, Whole Life, Universal Life, Income Protection, Succession Planning, Financial Advisory, Uniform Combined State..., Relationship Management, Investment Advisory

Education
Auburn University
B.S., Human Resource Management

Justin Hissong Justin Hissong Saint Petersburg, Florida Details
Justin Hissong's BB&T Investment Services Experience December 2013 - July 2014
Job Vice President, Private Advisor at BB&T Wealth
Industry Financial Services
Experience
BB&T  August 2014 - Present
BB&T Investment Services   December 2013 - July 2014
Merrill Lynch  June 2011 - November 2013
Bank of America  August 2008 - June 2011

Skills
Series 7, Retirement Planning, Wealth Management, Saving for Education, Investment Advisory, 401k Rollovers, Mutual Funds, Retirement, Asset Allocation, Investment Strategies, IRAs, Fixed Annuities, Variable Annuities, ETFs, Relationship Management, Wealth Management..., 401k, Strategic Financial..., Financial Planning, Banking, Credit, Finance, Investments

Education
King College   2010 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, magna cum laude

William Clay Tucker, RICP, CAP, ChFEBC, CRPS William Clay Tucker, RICP, CAP, ChFEBC, CRPS Greater Atlanta Area Details
William Clay Tucker, RICP, CAP, ChFEBC, CRPS's BB&T Investment Services Experience September 2006 - October 2009
Job Solutions For a StressFree Retirement
Industry Financial Services
Experience
The Woodville Group, LLC   October 2009 - Present
BB&T Investment Services   September 2006 - October 2009
IronStone Bank  September 2004 - October 2006
First Horizon National Corporation  October 2003 - September 2004
Regions Financial Corporation  June 1992 - October 2003
American Express Financial Advisors  1990 - 1992

Skills
Philanthropy, Planned Giving, Retirement Income..., Estate Planning, Insurance, Asset Management, Charitable Giving..., Trusts, Executive Compensation, Risk Management, Venture Philanthropy, Social Security Advisor, Individual Contributor, Classroom Instruction, Legacy Planning, Paddlesports, Outdoor Recreation, Fundraising, Retirement, Asset Managment, Executive Pay, Financial Services, Management, Wealth Management..., Finance, Strategy, Retirement Planning, Wealth, Financial Planning, Public Speaking, Financial Advisory, Wealth Management

Education
The American College   2009 — 2011
RICP, CAP, Philanthropic Advisory; Retirement, Estate and Tax Planning

London School of Economics and Political Science
International Business and Finance

University of Southern Mississippi
BSBA, Banking & Finance

Orlando Lescano Orlando Lescano Miami, Florida Details
Orlando Lescano's BB&T Investment Services Experience February 2014 - August 2014
Job Morgan Stanley / Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management  August 2014 - Present
BB&T Investment Services   February 2014 - August 2014
VectorGlobal Wealth Management Group  September 2009 - February 2014
Standard Chartered Bank  July 2007 - August 2009
American Express Private Bank   September 2003 - July 2007
Pharmacia SELO, Inc.   December 2000 - May 2003
American Express Bank Int'l   April 1998 - November 2000
Coutts & Co Private Bank   February 1996 - March 1998

Skills
Private Banking, Investment Advisory, Portfolio Management, Financial Markets, Fixed Income, Financial Analysis, Asset Managment, Equities, Wealth Management, Risk Management, Asset Management, Microsoft Office, Uniform Combined State..., Capital Markets, Banking, Corporate Finance, Investment Banking, AML, Customer Service, Credit, Investments, Financial Modeling, Commercial Banking, Spanish, Securities, Bloomberg, Bonds, Structured Products, Derivatives, Trading, Emerging Markets, Anti Money Laundering

Education
Florida International University
Bachelors, Finance

Rob Kotler, AIF® Rob Kotler, AIF® Baltimore, Maryland Area Details
Rob Kotler, AIF®'s BB&T Investment Services Experience May 2006 - February 2007
Job Retirement Plan Consultant at RCM&D
Industry Financial Services
Experience
RCM&D  February 2014 - Present
National Association Executives Forum   August 2014 - Present
ADP  November 2012 - August 2013
Mutual of America  June 2012 - November 2012
Hillman Capital Management, Inc.   March 2007 - June 2012
BB&T Investment Services   May 2006 - February 2007
Morgan Stanley  May 2003 - April 2006
CBIZ  January 2002 - October 2002
T. Rowe Price  June 2000 - January 2002

Education
St. Mary's College of Maryland
Bachelors, Political Science, Economics, Political Analysis

Rick Addy Rick Addy Columbia, South Carolina Area Details
Rick Addy's BB&T Investment Services Experience 2003 - 2005
Job Business Devlopment
Industry Financial Services
Experience
Great-West Financial  September 2014 - August 2015
Advisors Asset Management  August 2011 - January 2014
BIC Group, LLC  May 2011 - August 2011
Prudential Financial  January 2007 - December 2009
Hartford Financial Services Group  August 2005 - November 2006
BB&T Investment Services   2003 - 2005

Skills
Mutual Funds, Public Speaking, Series 7, Series 63, Unit Investment Trusts, Separately Managed..., Variable Annuities, Fixed Annuities, Asset Management, Asset Allocation, Relationship Management, Wealth Management, Superior Communications..., Financial Advisory, Financial Services, Equities, Capital Markets, Series 65, Alternative Investments, Retirement Planning, Investments, Portfolio Management, Finance, Retirement, Securities, Investment Advisory, Series 6, 401k, Investment Strategies, FINRA, Fixed Income, Insurance

Education
Furman University   1995 — 1999
Bachelors of Arts, Political Science

Daniel Rascoe, MSF Daniel Rascoe, MSF Seattle, Washington Details
Daniel Rascoe, MSF's BB&T Investment Services Experience November 2007 - January 2009
Job Investment Consultant
Industry Financial Services
Experience
TD Ameritrade  April 2015 - Present
TradeKing  August 2012 - April 2015
New York Life Insurance Company  January 2011 - May 2011
BB&T Investment Services   November 2007 - January 2009
Broker Dealer Investments   October 2006 - November 2007
North American Clearing Inc   September 2006 - October 2006
Walker Rose Inc   October 2003 - November 2005
Hamershlag, Dodeles & Co   September 2002 - October 2003
Cathay Financial  July 1998 - February 2002
Fidelity Capital Markets  August 1997 - July 1998

Skills
Securities, Equities, Trading, Investments, Series 7, Derivatives, Options, Bloomberg, Hedge Funds, Equity Trading, Bonds, Mergers & Acquisitions, Mutual Funds, Series 63, Asset Management, Fixed Income, Portfolio Management, Finance, Series 66, Series 24

Education
University of Illinois at Urbana-Champaign   1990 — 1992
M.S., Finance

Western Kentucky University   1986 — 1990
B.S., Finance

Ragan Sheets Ragan Sheets Charlotte, North Carolina Details
Ragan Sheets's BB&T Investment Services Experience February 2012 - July 2013
Job Internal Sales Specialist Time Financial at Crump Life Insurance Services
Industry Financial Services
Experience
Crump Life Insurance Services  March 2015 - Present
MetLife  July 2013 - March 2015
BB&T Investment Services   February 2012 - July 2013
Thompson Financial Group  August 2011 - February 2012
SunTrust Bank  January 2006 - August 2011
BATH AND BODY WORKS  October 2005 - August 2006
BATH AND BODY WORKS  August 2003 - October 2005
BELK DEPARTMENT STORE  May 2002 - August 2003

Skills
Sales, Customer Service, Training, Financial Services, Banking, Selling, Management, Recruiting, Leadership, Insurance, Investments, Loans, Small Business, Retirement, Finance, Risk Management, Business Planning, Retirement Planning

Education
Belmont Abbey College   2010 — 2015
Bachelor of Arts (BA), BUSINESS MANAGEMENT

Belmont Abbey College   2010 — 2013
BA, Business

UNIVERSITY OF NORTH CAROLINA   1997 — 2000
Communications

BEAVER CREEK HIGH SCHOOL   1993 — 1997

Scott E. Singor, CFA Scott E. Singor, CFA Norfolk, Virginia Area Details
Scott E. Singor, CFA's BB&T Investment Services Experience September 2005 - September 2007
Job Vice President Wealth Management at UBS Financial Services Inc,
Industry Financial Services
Experience
UBS Financial Services, Inc  July 2012 - Present
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC)   September 2007 - July 2012
BB&T Investment Services   September 2005 - September 2007

Education
Liberty University   2001 — 2005
Bachelor of Science, Business - Finance

Blake A. Lewis Blake A. Lewis Richmond, Virginia Area Details
Blake A. Lewis's BB&T Investment Services Experience June 2012 - Present
Job Investment Counselor at BB&T Investment Services
Industry Financial Services
Experience
BB&T Investment Services   June 2012 - Present
MassMutual Financial Group  June 2009 - June 2012
Ameriprise Financial  August 2006 - May 2009

Skills
Account Management, Banking, Disability Insurance, Finance, Financial Analysis, Financial Services, Insurance, Investments, Life Insurance, Long Term Care Insurance, Portfolio Management, Retirement, Retirement Planning, Sales, Series 7, Wealth Management

Education
James Madison University   2002 — 2006
Finance, Finance and Economics

Thomas Pfaff M.B.A Thomas Pfaff M.B.A Charlotte, North Carolina Area Details
Thomas Pfaff M.B.A's BB&T Investment Services Experience June 2013 - Present
Job BB&T Outbound Investment Sales Associate
Industry Banking
Experience
BB&T Investment Services   June 2013 - Present
BB&T  November 2011 - June 2013
BB&T  January 2011 - October 2011
Dick's Sporting Goods  October 2010 - January 2011
Finish Line  June 2009 - October 2010

Skills
Banking, Sales, Sales Management, Retail, Customer Service, Time Management, Customer Satisfaction, Loss Prevention, Merchandising, Visual Merchandising, Marketing, Retail Sales, Store Management, Inventory Management, Profit, Customer Retention, Investments, Client Services

Education
Norwich University   2011 — 2013
Master of Business Administration (MBA), Finance, General, 3.5

Lipscomb University   2005 — 2009
B.S, Marketing/Management

Finra

Virginia Owens Virginia Owens Chattanooga, Tennessee Area Details
Virginia Owens's BB&T Investment Services Experience August 2012 - Present
Job at BB&T Investment Services. Inc
Industry Investment Banking
Experience
BB&T Investment Services   August 2012 - Present
The Ark of Cleveland   January 2010 - Present
SunTrust Bank  September 2006 - June 2012
Northwestern Mutual  2005 - 2006

Skills
Series 6, Series 63, Investments, Series 7, Retirement Planning, Fixed Annuities, IRAs, Series 65, Banking, Long-term Care, Relationship Management, Financial Advisory, Mutual Funds, Investment Advisory, Financial Services, Cross Selling, Consumer Lending, Loans, Small Business Lending

Education
Lee University
Bachelor of Arts, Political Science, business

Evan Sterling Evan Sterling Charlottesville, Virginia Area Details
Evan Sterling's BB&T Investment Services Experience January 2014 - Present
Job Investment Officer at BB&T
Industry Investment Management
Experience
BB&T Investment Services   January 2014 - Present
Virginia Commonwealth University: Department of Finance   May 2015 - Present
Northwestern Mutual Financial Network  September 2008 - December 2013

Education
University of Baltimore   2007 — 2009
Master of Business Administration, Finance

The University of New Mexico   2001 — 2006
Bachelor of Arts, History & Political Science

Nam Duong Nam Duong Washington D.C. Metro Area Details
Nam Duong's BB&T Investment Services Experience September 2009 - Present
Job Investment Advisor at BB&T Investments
Industry Investment Management
Experience
BB&T Investment Services   September 2009 - Present
Edward Jones Investments  2007 - August 2009

Skills
Investment Management, Wealth Management, Stock Trading, Investment Planning, Equity Trading, Corporate Bond Trading, Municipal Bond Trading, Mutual Fund Portfolio..., Investment Advisory..., Retirement Planning, 401k Rollovers, Life Insurance Planning, Managed Money Advisory..., Variable Annuities, Fixed Annuities, Indexed Annuities, Unit Investment Trusts, Investments, Life Insurance, Banking, Credit, Asset Management

Education
University of Mary Washington   2003 — 2007
Bachelor's degree, Biology/Biological Sciences, General

Fairleigh Dickinson University
Bachelor's degree, Business Administration and Individualized Studies

Scott Wells, CFP(R), QKA Scott Wells, CFP(R), QKA Charleston, South Carolina Area Details
Scott Wells, CFP(R), QKA's BB&T Investment Services Experience February 1996 - August 1999
Job Investment Advisor Representative, Cambridge Investment Research
Industry Financial Services
Experience
Family Legacy Concepts LLC   October 2014 - Present
MetLife Premier Client Group  June 2004 - October 2014
BB&T Trust   September 1999 - June 2001
BB&T Investment Services   February 1996 - August 1999
NationsSecurities   March 1994 - January 1996
Leonard Financial Planning Systems   September 1992 - March 1994
Gallup Poll - UAI Market Research   January 1990 - August 1992

Skills
Advisory Services, Financial Analysis, Estate Planning, Retirement Planning, Advisory Accounts, Investments, Asset Allocation, 401k, Mutual Funds, 529 Plans, Variable Annuities, Fixed Annuities, Long-term Care Insurance, Life Insurance

Education
College for Financial Planning   2000 — 2001
CFP(R), Financial Planning

Duke University   1970 — 1980
Bachelor's Degree, Economics

Monmouth College   1970 — 1971
Mathematics

Martha (Binkley) Martin Martha (Binkley) Martin Greensboro/Winston-Salem, North Carolina Area Details
Martha (Binkley) Martin's BB&T Investment Services Experience January 1997 - January 2000
Job CEO at Triad Dental Studio, Inc. CDL, DAMAS
Industry Medical Devices
Experience
Triad Dental Studio, Inc.   February 2000 - Present
BB&T Investment Services   January 1997 - January 2000

Skills
Financial Analysis, Financial Reporting, Managerial Finance, Budgets, Strategic Planning, Business Planning, Process Improvement, DAMAS Quailty System, OSHA, Business Development, Team Leadership, Customer Service, Customer Satisfaction, New Business Development, Time Management, Training, Business Strategy, Team Building, Management, Marketing, Sales, Product Development, Account Management, Entrepreneurship, Sales Management, Sales Operations, Sales Process, Healthcare, Marketing Strategy, Selling, Leadership, Small Business, Dentistry, Operations Management

Education
Salem College   1992 — 2000
BSBA, Accounting

NADL University   2008 — 2008
Certificate, Dental Laboratory Management

University of North Carolina at Greensboro   1978 — 1979

James Gilly James Gilly Greater Atlanta Area Details
James Gilly's BB&T Investment Services Experience 2010 - 2011
Job Construction Manager at Gilly Development Corporation
Industry Telecommunications
Experience
Gilly Development Corporation   December 2011 - Present
BB&T Investment Services   2010 - 2011
Carolina Capital Management  August 2009 - August 2010
Carolina Capital Management  August 2009 - August 2010
Independent Mortgage of SC, LLC   June 2008 - November 2008
Raymond James Financial Services  June 2007 - September 2007

Skills
Investments, Portfolio Management, Microsoft Office, Valuation, Customer Relations, Financial Analysis

Education
College of Charleston   2004 — 2008
BS, Finance

College of Charleston   2004 — 2008
Bachelor of Science, Business Administration; Finance

Kendra Stocks Kendra Stocks United States Details
Kendra Stocks's BB&T Investment Services Experience August 2011 - Present
Job Executive Assistant at BB&T Investment Services
Industry Financial Services
Experience
BB&T Investment Services   August 2011 - Present
Global Door Controls   October 2007 - August 2011
RE/MAX Integrity  October 2005 - October 2007
SMD Software, Inc.   September 2003 - September 2005

Skills
Sales, Selling, Real Estate, Marketing, Customer Service, Account Management, Negotiation, Sales Management, Contract Negotiation, Team Building, Budgets, Strategic Planning, New Business Development, Management, Purchasing, Marketing Strategy, Investments, Investment Properties, Salesforce.com, Construction, Business Development, Insurance, Time Management, Sales Operations, Training, Leadership, Cold Calling, Residential Homes, Direct Sales, Process Scheduler, Customer Satisfaction

Education
State University of New York College at Brockport   1999 — 2003
Bachelor of Science in Business Administration, Marketing

Coleman (Coley) Thomas, MBA Coleman (Coley) Thomas, MBA Roanoke, Virginia Area Details
Coleman (Coley) Thomas, MBA's BB&T Investment Services Experience January 2004 - June 2006
Job Windows System Administrator at TEKsystems, MTA, CompTIA A+, Security +, Server +, ITILcertified
Industry Information Technology and Services
Experience
TEKsystems  January 2015 - Present
TEKsystems  April 2014 - January 2015
Deloitte  March 2013 - April 2014
Deloitte  February 2012 - February 2013
Wachovia, A Wells Fargo Company  October 2009 - June 2010
Wachovia Securities/Wells Fargo Advisors  June 2006 - October 2009
BB&T Investment Services   January 2004 - June 2006
Shenandoah Life Insurance Company  August 2002 - May 2003
Chili Peppers Cafe   January 1999 - August 2000

Skills
ITIL v3 Foundations..., BMC Remedy, Microsoft Office, Security Clearance, Sametime, Requirements Gathering, Requirements Analysis, Business Analysis, Risk Management, Financial Analysis, CompTIA, Security+, Active Directory, VMware, ITIL, Software Documentation, Integration, Security, Training, Troubleshooting, Management, Banking, Strategic Planning, Operations Management, Business Strategy, Finance, Analysis, Business Planning, Human Resources, Process Improvement, Mergers & Acquisitions, Time Management, Marketing, Sales, Account Management, Data Analysis, Program Management, Accounting, Vendor Management, Access, Business Process..., Portfolio Management, Auditing

Education
Radford University - College of Business and Economics   2010 — 2011
MBA, Business Administration, Finance, Economics

Roanoke College   2000 — 2003
BBA, Business Administration, Finance, Accounting

Radford High School   1992 — 1996
Advanced Studies Diploma

Larry Logan Larry Logan Greater Atlanta Area Details
Larry Logan's BB&T Investment Services Experience 2012 - 2014
Job Planning and Guidance Consultant at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments  June 2014 - Present
BB&T Investment Services   2012 - 2014
MetLife Resources  2009 - 2012
MetLife Financial Services  2003 - 2009
"Super Duper Shoe Dawg"   1989 - 2002
Macy's  1984 - 1989

Skills
Retirement Planning, Insurance, Long-term Care, Disability Insurance, Wealth Accumulation..., Term Life Insurance, Investments, Small Business, Sales, Fixed Annuities, Finance, Wealth Management, Marketing, Financial Planning, Sales Management

Education
The American College
Chartered Advisor for Senior Living (CASL)

Southern Illinois University, Carbondale   1972 — 1975
BA, Psychology

Donald Renick Donald Renick Charlotte, North Carolina Area Details
Donald Renick's BB&T Investment Services Experience 1997 - Present
Job Sr Vice President at BB&T Investment Services
Industry Financial Services
Experience
BB&T Investment Services   1997 - Present

Education
Winthrop University   1980 — 1982
MBA, Finance

University of Buffalo   1974 — 1978

Anne Singleton Anne Singleton Charlotte, North Carolina Area Details
Anne Singleton's BB&T Investment Services Experience January 2010 - Present
Job Compliance Risk Manager at BB&T Investment Services, Inc.
Industry Investment Banking
Experience
BB&T Investment Services   January 2010 - Present
BB&T Investment Services   May 2002 - December 2009

Skills
Series 7, Investments, Series 63, Series 24, Securities, FINRA

Education
College of Charleston   1995 — 2001

Jon D. Singletary Jon D. Singletary Jacksonville, Florida Area Details
Jon D. Singletary's BB&T Investment Services Experience March 2005 - January 2009
Job .
Industry Financial Services
Experience
Mortgage Lending Division   October 2014 - Present
PHH Mortgage  January 2011 - December 2013
TD Ameritrade  January 2009 - September 2010
BB&T Investment Services   March 2005 - January 2009

Education
University of Florida - Warrington College Of Business   2002 — 2003
Master of Business Administration (MBA), Business Administration and Management, General

Stetson University   1994 — 1997
BBA, Finance

Robert Byrne, CFA Robert Byrne, CFA United States Details
Robert Byrne, CFA's BB&T Investment Services Experience March 2008 - September 2008
Job Contract Specialist at NAVAIR (The Naval Air Systems Command) and Candidate for CFCM certification
Industry Defense & Space
Experience
NAVAIR (The Naval Air Systems Command)   January 2010 - Present
BB&T Investment Services   March 2008 - September 2008

Education
Defense Acquisition University   2010 — 2010
Contract Management & Acquisition

George Mason University   2009 — 2009
Certificate Program, Contracting with the Federal Government

University of Virginia Darden School of Business   1978 — 1980

University of Virginia   1972 — 1976
BA, Government & Economics

Mandy Ottesen Mandy Ottesen Jacksonville, Florida Area Details
Mandy Ottesen's BB&T Investment Services Experience March 2006 - March 2008
Job President and CEO at Fresh Heads Lice Removal
Industry Medical Devices
Experience
Fresh Heads Lice Removal   March 2012 - Present
BB&T Investment Services   March 2006 - March 2008

Skills
Wealth Management, Series 7, Portfolio Management, Series 63, Series 65, Banking, Asset Allocation, Investments, Retirement Planning, Investment Advisory, Private Banking, Retail Banking, Investment Management, Uniform Combined State..., Wealth Management..., Strategic Financial..., Insurance, Asset Management

Education
Florida State University - College of Business   1994 — 2002
Master of Business Administration (MBA), Entrepreneurial and Small Business Operations

Florida State University   1994 — 1998
Bachelor of Science (B.S.), Economics

Matt Sherbondy Matt Sherbondy Greater Atlanta Area Details
Matt Sherbondy's BB&T Investment Services Experience July 2014 - August 2015
Job N/A
Industry Financial Services
Experience
BB&T Investment Services   July 2014 - August 2015
National Securities Corporation / National Asset Management   December 2009 - July 2014
Elite Wealth Management   November 2006 - July 2014
GunnAllen Financial  March 2003 - December 2009
First Montauk Securities Corporation   February 2000 - March 2003
Pruco Securities Corporation   December 1999 - February 2000
First Colonial Securites Corporation   October 1997 - December 1999
Ursuline Services   August 1994 - October 1997

Skills
Retirement Planning, Investments, Insurance, Securities, Equities, Wealth, Health Insurance, Strategic Financial..., Series 7, Financial Advisory, Mutual Funds, Investment Advisory, Portfolio Management, Life Insurance, Fixed Annuities, Retirement, Series 63, Asset Management, Asset Allocation, Financial Services, Alternative Investments, 401k, Term Life Insurance, Investment Strategies, Investment Banking, Fixed Income, Financial Analysis, Wealth Management, Risk Management, Estate Planning, Private Equity, Hedge Funds, Bonds, Finance, FINRA

Education
Slippery Rock University of Pennsylvania   1990 — 1994
B.S, Health Services Administration

Mona Bandoh Mona Bandoh Greater Atlanta Area Details
Mona Bandoh's BB&T Investment Services Experience June 2008 - Present
Job Investment Counselor, AVP at BB&T Investment Services
Industry Banking
Experience
BB&T Investment Services   June 2008 - Present
Edward Jones & Merrill Lynch   January 2007 - March 2008
Safeco Insurance  February 2001 - December 2006
Federated Department Stores/Macy's   January 1998 - January 2001

Education
University of Michigan - Stephen M. Ross School of Business   2010 — 2010
Atlanta Leadership Symposium, Executive Leadership

University of Georgia - Terry College of Business   1994 — 1998
BBA, Marketing

Brian Rielly Brian Rielly Charlotte, North Carolina Area Details
Brian Rielly's BB&T Investment Services Experience January 2010 - Present
Job Compliance Risk Manager
Industry Financial Services
Experience
BB&T Investment Services   January 2010 - Present
BB&T Investment Services   January 2008 - January 2010
BB&T Investment Services   September 2006 - January 2008
Wachovia Securities  2000 - 2005
Wachovia Securities  2000 - 2005

Skills
Series 63, Series 7, Series 6, Mutual Funds, Series 24, Investments, Equities, Relationship Management, Securities

Education
State University of New York at Oswego   1996 — 1998
Bachelor of Science, Business Administration

no

Michael Campos Michael Campos Lexington, South Carolina Details
Michael Campos's BB&T Investment Services Experience April 2011 - Present
Job Investment Counselor at BB&T Investment Services, Inc.
Industry Investment Management
Experience
BB&T Investment Services   April 2011 - Present
Edward Jones  April 2008 - April 2011
Bose Corporation  September 1997 - March 2008
Bose Corporation  1997 - 2008
MC Assembly  October 1996 - September 1997
Motorola  January 1992 - January 1996

Skills
Process Improvement, Six Sigma, Cross-functional Team..., Lean Manufacturing, Process Engineering, Product Development, Project Management, Continuous Improvement, Manufacturing, Program Management, Strategic Planning, Kaizen, Analysis, Risk Management, Leadership, Investments, Quality Assurance, Finance, Financial Analysis, Management, Forecasting, MS Project, Customer Service, Troubleshooting, Team Leadership, Team Building, Training, Change Management

Education
The University of Texas at Austin   1984 — 1991
Bachelor of Science, Chemical Engineering

Dion Thomidis Dion Thomidis Kingsport, Tennessee Details
Dion Thomidis's BB&T Investment Services Experience September 2014 - Present
Job Investment Counselor at BB&T Investment Services
Industry Financial Services
Experience
BB&T Investment Services   September 2014 - Present
Merrill Lynch  February 2013 - September 2014
Salisbury University  August 2010 - December 2010
Salisbury University  January 2009 - December 2010

Skills
Financial Analysis, Economics, Microsoft Excel, Financial Modeling, Research, PowerPoint, Data Analysis, Investments, Microsoft Office, Bloomberg, Analysis, Corporate Finance, Access, Accounting

Education
Salisbury University - Perdue School of Business   2009 — 2010
Bachelor of Science, International Business Administration

Salisbury University - Perdue School of Business   2009 — 2010
Bachelor of Science, Finance

College of Southern Maryland   2005 — 2007
Associate of Arts and Sciences (A.A.S.), Social Sciences/Psychology

Klay Kennedy Klay Kennedy Myrtle Beach, South Carolina Area Details
Klay Kennedy's BB&T Investment Services Experience November 2013 - Present
Job Investment Consultant at BB&T, Assistant Vice President
Industry Financial Services
Experience
BB&T Investment Services   November 2013 - Present
Thrivent Financial for Lutherans  September 2011 - November 2013
First Federal  2007 - October 2011
Coastal Federal Bank  2004 - 2007

Skills
Series 7, Series 66, Sc life and health, Finance, Investments, Portfolio Management, Financial Services, Financial Analysis, Credit, Loans, Uniform Combined State..., Consumer Lending

Education
Coastal Carolina University   1997 — 2003
BS, Business Administration

Jenelle Wilson Jenelle Wilson Miami/Fort Lauderdale Area Details
Jenelle Wilson's BB&T Investment Services Experience January 2014 - Present
Job Financial Advisor
Industry Investment Banking
Experience
BB&T Investment Services   January 2014 - Present
Citibank  October 2011 - September 2014
JPMorgan Chase  March 2008 - October 2011

Skills
Banking, Credit, Loans, Mortgage Lending, Risk Management, Financial Analysis, Portfolio Management, Credit Analysis, Fixed Income, Commercial Banking, Equities, Credit Risk, Investment Banking, Retail Banking, Investments, Mortgage Banking, Commercial Lending, Small Business Lending, Business Analysis, Sales, Marketing, Relationship Management, Finance, Financial Services, Series 7, Branch Banking, Series 63, Insurance, Mutual Funds, Securities

Education
DeVry University   2011 — 2014
Bachelor of Business Administration (B.B.A.), Sales and Marketing, 4.0

Carey Beaven Carey Beaven Greater Atlanta Area Details
Carey Beaven's BB&T Investment Services Experience 2004 - 2005
Job CFP®, CTFA ,CRPS®
Industry Financial Services
Experience
The Wellspring Group  2005 - Present
BB&T Investment Services   2004 - 2005
SouthTrust Bank  2001 - 2004
First Union  1994 - 2001
Oscar Mayer Foods Corp   1988 - 1994

Education
University of North Carolina at Chapel Hill   1983 — 1985
Bachelor of Arts, Economics

Joy S. Clary Joy S. Clary Charlotte, North Carolina Area Details
Joy S. Clary's BB&T Investment Services Experience July 2002 - May 2010
Job Registered Client Associate at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  March 2015 - Present
Janney Montgomery Scott  March 2013 - March 2015
Wells Fargo Advisors  January 2012 - March 2013
LPL Financial  July 2011 - January 2012
LPL Financial  August 2010 - July 2011
BB&T Investment Services   July 2002 - May 2010
Smith Barney  1998 - 2002

Skills
Microsoft Office, Management, Beta, Oracle, IBPM and..., Training, Business Development, Program Management, Marketing, SharePoint, Coaching, Customer Service, Sales Management, Team Management, Investments, Mutual Funds, Securities

Education
University of North Carolina at Wilmington

Dan Sandiford Dan Sandiford Richmond, Virginia Area Details
Dan Sandiford's BB&T Investment Services Experience 2014 - Present
Job BB&T Investment Counselor
Industry Banking
Experience
BB&T Investment Services   2014 - Present
Wells Fargo Advisors  October 2011 - Present
SunTrust Bank  April 2001 - September 2002

Skills
Banking, Financial Management, Investments, Partner Relationship..., Retirement Planning, Managerial Finance, Portfolio Management, Partner Management, Wealth Management, Financial Services, Finance, Mutual Funds

Education
Syracuse University
BA, Russian Studies and Economics (Dual degree)

Virginia Commonwealth University
MBA, Management and Finance

Seton Catholic

Erika Kramer Erika Kramer Charlotte, North Carolina Area Details
Erika Kramer's BB&T Investment Services Experience January 2005 - January 2006
Job
Industry Financial Services
Experience
Bank of America  November 2013 - August 2015
Wells Fargo Advisors  January 2011 - March 2013
Merrill Lynch/BanK of America Investments   January 2010 - January 2011
Finance  January 2009 - January 2010
Metlife Resources  January 2008 - January 2009
Aon Hewitt  January 2006 - January 2008
TIAA-CREF  January 2006 - March 2006
BB&T Investment Services   January 2005 - January 2006
Ruesch International  January 2002 - January 2004
Man Financial  January 2000 - January 2002

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java

Education
Indiana University Bloomington   1988 — 1992
Bachelor's degree, English Language and Literature/Letters

Rollins College   1987 — 1988

Indiana University
Bachelor of Arts, Liberal Arts