CapTrust Company
Industry: Company
DescriptionFounded: 1989 Subsidiaries: Morton Wealth Management LLC, FeedbackDisclaimer Claim this knowledge panel Knowledge Result Moved, closed, or was never hereReportCAPTRUSTWebsiteDirections Saved (0) Saved Save Financial consultant in Atlanta, Georgia Address: 3348 Peachtree Rd NE Suite 1420, Atlanta, GA 30326 Hours: Closed ⋅ Opens 8:30AM Mon SundayClosedMonday(Martin Luther King Jr. Day)8:30AM–5:30PMHours might differTuesday8:30AM–5:30PMWednesday8:30AM–5:30PMThursday8:30AM–5:30PMFriday8:30AM–4PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (404) 201-6472: Website: Category: : : : Place name: : : Website: http://www.captrustadvisors.com/ Category: Financial consultant 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. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of CAPTRUST Posting publicly on the Web Write a review Reviews Be the first to review
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CapTrust Employees
CAPTRUST December 2014 - Present
CAPTRUST Financial Advisors December 2011 - Present
CAPTRUST Financial Advisors October 2009 - December 2011
CAPTRUST Financial Advisors December 2006 - October 2009
CAPTRUST Financial Advisors December 2005 - December 2006
CAPTRUST Financial Advisors September 2004 - December 2005
CAPTRUST Financial Advisors September 2003 - September 2004
CAPTRUST Financial Advisors February 2001 - September 2003
Skills
Brand Management, Business Development, Collaboration, Competitive Analysis, Conferences and Seminars, Content Development, Copywriting, CRM, Editing / Proofreading, Endowments and..., Financial Advisory, Investment Advisory, Management, Market Analysis, Marketing, Marketing Communications, Media Relations, Metrics / Reporting, Nonqualified Retirement..., Non-Retirement Plan..., Presentation Skills, Project Management, Proposal Development, Proposal Writer, Public Relations, Qualified Retirement..., Request for Proposal..., Return on Investment..., Vendor Management, Wealth Management
Education
East Carolina University 1996 — 2000
Bachelor of Business Administration (BBA), Marketing
First Citizens Bank November 2013 - Present
First Citizens Bank December 2009 - November 2013
First Citizens Bank September 2007 - December 2009
CapTrust May 2007 - August 2007
Campbell University August 2006 - May 2007
Winn Dixie Stores August 2000 - August 2005
Skills
Retirement Planning, Financial Services, Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Finance, Project Management, Qualified Retirement..., Retirement Benefits, Microsoft Word, Accounting, CRM, Problem Solving, Public Speaking, Event Planning, Employee Benefits, Relationship Management, Customer Retention
Education
Campbell University
Master of Business Administration (MBA), Business Administration
Campbell University 2002 — 2007
Bachelor of Business Administration (BBA), Trust and Investment Management
Beaufort Linen Company September 2014 - Present
CapTrust January 2012 - September 2014
CAPTRUST Financial Advisors November 2009 - December 2011
Skills
Wealth Management, Asset Allocation, Series 7, Investments, Asset Managment, Mutual Funds, 401k, Alternative Investments, Financial Analysis, Qualified Retirement..., Pensions, Retirement, Defined Benefit, Portfolio Management, Bloomberg, Retirement Planning, Microsoft Office, Financial Services, Strategic Financial..., Retirement Plan..., Defined Contribution, Investment Strategies
Education
North Carolina State University - College of Management 2005 — 2009
Business Administration, Finance, Spanish
CAPTRUST October 2014 - Present
Credit Suisse January 2014 - October 2014
Credit Suisse July 2013 - December 2013
Credit Suisse July 2012 - July 2013
Credit Suisse June 2011 - August 2011
Sensus May 2010 - May 2011
Skills
Microsoft Excel, Salesforce.com, Middle Office, Microsoft Office, Leadership, PowerPoint, Teamwork, Management, Analysis, Trading, Training, Budgets, Time Management, Microsoft Word, Customer Service, Bloomberg, Prime Brokerage, Hedge Funds, Securities, Financial Analysis
Education
North Carolina State University 2007 — 2011
Business Administration, Finance
CAPTRUST June 2014 - Present
Beacon Pointe Wealth Advisors April 2013 - June 2014
Independent Financial Advisors, LLC 2000 - 2013
Skills
Personal Financial..., Investment Management, Retirement Planning, General Insurance, Strategic Financial..., Financial Advisory, Estate Planning, Insurance, Wealth Management..., Wealth, Employee Benefits, Wealth Management, Financial Planners, Finance, Investments, Portfolio Management, Investment Advisory, Retirement, IRAs, Investment Strategies, Series 63, Series 7, Asset Management, Asset Allocation
Education
California State University, San Bernardino
BA, Business
Leadership Riverside
University of California, Riverside
Financial Planning and Services
The Breakers Palm Beach July 2015 — August 2016
CAPTRUST May 2014 — August 2014
Carolina Biological Supply Company June 2013 — April 2014
Governor's Club May 2012 — August 2012
Peter Millar May 2012 — August 2012
Old Chatham Golf Club May 2008 — August 2011
The First Tee of The Palm Beaches November 2016 — February 2017
Jupiter Hills Club January 2017 — May 2017
Ober Fine Art, LLC February 2017 — August 2017
Chilton Trust, LLC January 2018 — Present
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Social Media, Financial Modeling, Financial Analysis, Sales, Market Analysis
Education
Elon University - Martha and Spencer Love School of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Entrepreneurship/Entrepreneurial Studies
CAPTRUST March 2010 - Present
Skills
401k, Investment Advisory, Asset Allocation, Alternative Investments, Retirement, Investments, Mutual Funds, Investment Strategies, Financial Advisory, Pensions, Portfolio Management, Qualified Retirement..., Asset Managment, Non-Qualified Deferred..., Fiduciary Management, ERISA, Retirement Plan..., Employee Engagement
Education
The Ohio State University 1995 — 1999
BA, Political Science
CAPTRUST July 2013 - Present
Holly Hodges Photography September 2010 - Present
Carolina Sunrock LLC October 2011 - July 2013
CSC Credit Services January 1995 - February 2002
CSC Credit Services May 1993 - January 1995
CSC Credit Services June 1992 - May 1993
CSC Credit Services May 1992 - June 1992
Stephen F. Austin State University October 1990 - May 1992
Education
Stephen F. Austin State University 1988 — 1992
BBA, General Business
Klein High School
High School
CapTrust February 2003 - Present
Skills
Investments, Retirement Planning, Wealth Management, Multi-generational..., Portfolio Management, Financial Analysis, Strategy, Leadership, Leadership Development, Strategic Investment..., Estate Investment..., Strategic Planning, Business Analysis, Risk Management, Mergers & Acquisitions, Entrepreneurship
Education
Calvin College 1994 — 1998
B.A. Pre-Law, Business and Political Science
University of Pennsylvania - The Wharton School 2009 — 2010
Certified Investment Management Analyst Designation
The Hoya January 2014 - September 2014
CAPTRUST May 2012 - May 2012
Trailblazer Studios June 2009 - August 2011
Skills
LaTeX, C++
Education
Georgetown University 2012 — 2016
Bachelor's Degree, Mathematics
Ravenscroft School 2002 — 2012
CAPTRUST January 2015 - Present
CAPTRUST October 2012 - January 2015
Northwestern Mutual August 2007 - November 2007
Skills
Series 65, Vendor Relationships, Customer Service, Financial Analysis, Microsoft Excel, Microsoft Office, Account Management, Analysis, Defined Contribution, Data Analysis, Access, Microsoft Word, Outlook, CRM, Leadership, Teamwork, Financial Reporting, PowerPoint
Education
East Carolina University 2010 — 2012
Master of Business Administration, Professional Investment Management and Operations
University of North Carolina at Wilmington 2004 — 2008
Bachelor of Science, Business Administration; Business Finance
Hochschule Bremen 2006 — 2006
Accounting
Accounting Professionals of Asheville June 2012 - Present
Goodson Tax and Accounting Services, LLC 2004 - Present
First Ballantyne LLC May 2009 - May 2014
Tiden Capital LLC August 2007 - April 2009
PCM 2002 - 2009
Argent Management Company May 2002 - August 2007
Argent Funds Group 2002 - 2007
Bank of America Capital Management 2001 - 2002
Wachovia Securities 1998 - 2001
CapTrust 1998 - 1999
Skills
Quickbooks, Individual Taxes, Corporate Taxes, Accounting, Financial Reporting, Tax, Financial Analysis, Compliance, Banking, Financial Accounting, Securities, Hedge Funds, Financial Planning, Investments, Balance, Financial Modeling, Reconciliation, Equities, Fixed Income, Variance Analysis, Alternative Investments, Capital Markets, Account Reconciliation, FINRA, Finance, Internal Controls, Tax Preparation, Auditing, Strategic Financial..., Asset Management
Education
Georgia State University 1984 — 1987
MBA, Finance
Guilford College 1979 — 1981
BAS, Accounting
CAPTRUST January 2014 - Present
CAPTRUST April 2010 - December 2013
Vanguard January 2009 - April 2010
Vanguard 2007 - 2009
Skills
Retirement, Asset Allocation, Institutional..., Investments, Mutual Funds, Financial Analysis, Portfolio Management, Retirement Planning, CRM, Retirement Savings, 401k, Presenter, Financial Advisory
Education
East Carolina University 2004 — 2006
Master of Business Administration (MBA), Finance, General
East Carolina University 2001 — 2004
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Vanguard July 2015 - Present
Vanguard July 2013 - July 2015
CAPTRUST May 2012 - August 2012
Morgan Stanley May 2011 - August 2011
Skills
Financial Markets, Financial Management, Customer Relations, Financial Analysis, Portfolio Management, Project Management, Microsoft Excel, Series 7, Financial Planning, Finance, Asset Management, Retirement Planning, Asset Allocation, 401k Rollovers, Bloomberg, IRAs, Securities, Fixed Income, Investments, Series 63, Wealth Management, Retirement, Investment Strategies, Financial Advisory, Financial Services, Financial Planners, Relationship Management, Personal Financial...
Education
May 2013East Carolina University College of Business 2010 — 2013
Bachelor of Science, Business Finance, Financial Services concentration
Hampden-Sydney College 2008 — 2010
Economics
CAPTRUST October 2014 - Present
DCAdvisors January 1996 - September 2014
Watson Wyatt 1990 - 1996
The Wyatt Company 1986 - 1990
Coldwell Banker 1983 - 1986
Education
San Diego State University-California State University 1978 — 1983
Bachelor's Degree, Business Administration and Management, General
CAPTRUST December 2014 - Present
LLG Financial 2009 - December 2014
Union Central Life Insurance Company 1997 - 2009
Minnesota Mutual Life Insurance Company 1993 - 1997
Provident Mutual Pension Services 1989 - 1993
First Union National Bank 1986 - 1989
IDS American Express Financial Services, Inc. 1984 - 1986
Skills
Not for Profit, Retirement, Fiduciary Services, 403 b, Investments, Financial Services, Financial Planning, Pensions, Series 7, Securities, 401k, Mutual Funds, Higher Education, Charities, Academia
Education
University of North Carolina at Greensboro 1978 — 1982
BA
College for Financial Planning
CAPTRUST May 2012 - January 2013
Skills
Economics, Bloomberg, Valuation, Financial Modeling, Investments, Investment Strategies, Data Analysis, Asset Management, Mutual Funds, Portfolio Management, Investment Management
Education
Princeton University 2010 — 2015
Bachelor of Arts (B.A.), Economics
Cardinal Gibbons High School 2006 — 2010
Lockton Companies September 2014 - Present
Johnson County Community College Foundation 2013 - Present
CAPTRUST February 2012 - August 2014
Overland Park Chamber of Commerce 2012 - August 2014
St. Michael's 2011 - July 2014
JP Morgan Asset Management June 2011 - January 2012
JP Morgan Retirement Plan Services January 1996 - June 2011
JPMorgan Chase 1996 - 2010
Hewitt Associates 1986 - 1994
Skills
401k, Retirement, Investments, Mutual Funds, Asset Managment, Series 7, Asset Allocation, Series 63, Pensions, Alternative Investments, Investment Advisory, Investment Strategies, Defined Benefit, Retirement Planning, Investment Management, Wealth Management, Hedge Funds, Securities, Financial Services, Portfolio Management
Education
Northwestern University - Kellogg School of Management 1989 — 1994
Masters of Management, Finance, Marketing, and Organizational Behavior
Indiana University Bloomington 1983 — 1986
Bachelor of Science (B.S.), Finance
Vanguard July 2015 - Present
East Carolina University June 2013 - June 2015
CAPTRUST May 2014 - August 2014
Small Business & Technology Development Center January 2014 - May 2014
East Carolina University April 2012 - May 2013
East Carolina University Undergraduate Admissions August 2009 - May 2013
Big Cheese Pizza November 2006 - August 2009
Skills
Event Planning, Customer Service, Budgets, Team Leadership, Leadership, PowerPoint, Finance, Financial Analysis, Marketing, Accounting, Microsoft Word, Social Media Marketing, Time Management, Financial Accounting, Financial Reporting, Microsoft Office, Business Planning, Public Speaking, Sports, Management
Education
East Carolina University 2013 — 2015
Master of Business Administration (MBA)
East Carolina University 2009 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance
CAPTRUST October 2015 - Present
State Farm November 2014 - October 2015
Northwestern Mutual November 2013 - November 2014
Farm Family Insurance Companies December 2011 - September 2014
Brooks Brothers January 2008 - July 2012
Skills
Management, Insurance, Life Insurance, Customer Service, Fixed Annuities, Finance, Property & Casualty..., Retirement Planning, Sales Management, Disability Insurance, Financial Planning, Strategic Financial..., Underwriting, Sales, Strategic Planning, Microsoft Excel, Direct Sales, Sales Operations
Education
SUNY Adirondack
Business Administration and Management, General
Santa Barbara City College
Communication and Media Studies
Hatteras Funds July 2012 - August 2012
CAPTRUST June 2012 - July 2012
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Customer Service, Public Speaking, Research, PowerPoint, Teamwork, Social Media, Marketing, Time Management, Data Entry, Leadership, Event Planning, Windows, Social Networking, Facebook
Education
Appalachian State University 2013 — 2017
Bachelor of Science (BS), Finance Banking & Risk Management Insurance
CAPTRUST 2010 - Present
The Fidelity Bank March 2006 - December 2009
Capital Bank May 2002 - March 2006
Skills
Marketing Communications, Strategy, Public Relations, Brand Management, Corporate Communications, Management, Integrated Marketing, Brand Development, Marketing Strategy, Marketing Management, Business Strategy, CRM, Email Marketing, Strategic Partnerships, Market Research, B2B Marketing, Financial Services, Advertising, Digital Marketing, Business Planning, Lead Generation, Direct Marketing, Retirement Planning, Strategic Planning, 401k, Market Planning, Information Design, Corporate Branding, Sales Management, Event Management, Account Management, Project Management, Strategic Marketing, Marketo, Sales Enablement
Education
Radford University 1990 — 1994
BBA, Marketing
CAPTRUST March 2011 - Present
Lincoln Financial Group April 2010 - November 2010
Raymond James & Associates, Inc June 2008 - December 2008
Skills
Investments, Financial Analysis, Asset Management, Financial Modeling, Mutual Funds, Data Analysis, Microsoft Excel, Series 7, Portfolio Management, Microsoft Office, PowerPoint, Asset Allocation, Series 63, Access, Wealth Management
Education
North Carolina State University - College of Management 2006 — 2010
B.S., Finance
Athens Drive High School 2003 — 2006
CAPTRUST June 2008 - Present
Wachovia Bank/Wachovia Securities 2007 - 2009
Ameriprise Financial Services, Inc. 2006 - 2007
Skills
Series 7, Retirement Planning, 401k, Wealth Management, High Net Worth..., Certified Financial..., Strategic Financial..., Investments, Qualified Retirement..., Retirement Plan...
Education
The University of Georgia 2000 — 2004
Bachelor of Arts (BA), Political Science and Government
The University of Georgia 2000 — 2004
Bachelor of Arts (BA), Public Relations
Apollo Group January 2013 - Present
CloudShouts March 2011 - August 2012
CapTrust May 2011 - August 2011
Skills
Social Media, Entrepreneurship, Management, Social Networking, Social Media Marketing, New Business Development, Product Marketing, Portfolio Management, Investments, CRM, Financial Modeling, Forecasting, Banking, Start-ups
Education
CFA Institute 2013 — 2016
2016 Level III Candidate in the CFA Program
MOORE SCHOOL OF BUSINESS, University of South Carolina 2008 — 2012
Bachelor of Science Business Administration, Finance, Economics, Statistics, 3.85 GPA
Lehigh University 2010 — 2010
Mathematics
Rutgers Preparatory School 1994 — 2008
CAPTRUST January 2007 - Present
Plan Advisory Services April 1999 - December 2006
Schaffer Financial Concepts March 1984 - March 1999
Skills
401k, Investments, Defined Benefit, Retirement, Employee Benefits, Retirement Plan..., Defined Contribution, Mutual Funds, Financial Advisory, Retirement Planning, Financial Services, Pensions, Fiduciary Process..., Investment Policy..., Public Speaking, Plan Design Analysis, Analysis, Strategic Financial..., Plan Design, Compliance, Benefits, Financial Planning, Investment Advisory, Due Diligence, Leadership, Asset Allocation, Series 63, Wealth Management, Series 7, ERISA
Education
University of Delaware - Lerner College of Business and Economics 1979 — 1984
BSBA, Business Administration
Cheltenham High School 1976 — 1982
CAPTRUST September 2009 - Present
Clearstone Properties August 2009 - August 2009
Kenan-Flagler Business School May 2009 - August 2009
Carolina Fitness December 2005 - May 2009
CIGNA Healthcare May 2008 - August 2008
Best Practices, LLC September 2007 - December 2007
Humana June 2007 - August 2007
Skills
Financial Modeling, Investments, Corporate Finance, Bloomberg, Lotus Notes, Outlook, PL/SQL, Microsoft Excel, Access, PowerPoint, Microsoft Word, Financial Risk, Financial Analysis, Data Analysis, Analysis, Valuation, Financial Reporting, Strategic Financial..., Business Strategy, Asset Allocation, Dynamic Asset Allocation, Pensions, Asset Managment, series 7, Series 63
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2009
BSBA, Finance & Investments Dual Areas of Emphasis; Minor: Mathematical Decision Science
University of North Carolina at Chapel Hill 2005 — 2009
BSBA, Finance & Investments Dual Areas of Emphasis
International Community School
CAPTRUST Financial Advisors February 2009 - Present
CAPTRUST December 2005 - January 2009
Captrust Financial Advisors December 2005 - January 2009
Wachovia Bank 1988 - 2002
Skills
Investments, Retirement, Retirement Planning, 401k, Investment Advisory, Qualified Retirement..., Asset Allocation, Alternative Investments, Mutual Funds, Defined Benefit, Asset Managment
Education
Eastern Nazarene College 1981 — 1985
Bachelor of Arts
CAPTRUST June 2011 - Present
Holmes Murphy & Associates March 2006 - May 2011
PwC January 2001 - February 2006
Skills
401k, Investments, Asset Allocation, Investment Advisory, Pensions, Wealth Management, Alternative Investments, Investment Strategies, Retirement Planning, Qualified Retirement..., Estate Planning, Wealth Accumulation, 401k Rollovers, Non-Qualified Deferred..., Asset Managment, Market Research
Education
Texas A&M University 1999 — 2000
MS, Finance
Texas Tech University 1995 — 1999
BS, Agricultural and Applied Economics
First Citizens Bank June 2013 - Present
CapTrust January 2012 - March 2013
BB&T August 1999 - November 2011
Centura Bank December 1995 - July 1999
NationsBank ( Bank of America ) January 1987 - November 1995
Penn Mutual Life Insurance July 1983 - December 1986
Skills
Complex Sales, Investments, Market Analysis, Pricing Negotiation, PowerPoint, Excel, SharePoint, Prospect Research, Consultancy, Cold Calling, Public Speaking, Board Presentations, Executive Compensation, Financial Planning, Sales Presentations, Territory Analysis, Sales Management, Project Planning, Project Implementation, Problem Solving, Advisory Boards, Enterprise Sales, Asset Management, Wealth Management, Corporate Trust, 401k, New Business Development, Asset Managment, Medicare, Long Term Care Insurance, Life & Health Insurance..., Qualified Retirement..., Finance, Pensions, Strategic Financial..., Banking, Insurance, Series 65, Analysis, Asset Allocation, Retirement Plan..., Retirement Planning
Education
College for Financial Planning 1991 — 1993
CFP, Financial planning
North Carolina Wesleyan College 1979 — 1983
BA, Economics, Business Administration
Campbell University
Southeastern Trust School
Cannon Trust School
Personal Trust
Cannon Trust School
Employee Benefits
Kaplan Financial
CAPTRUST June 2011 - Present
Riverbrook Wealth Planning May 2010 - June 2011
Park West Gallery 2007 - 2009
Park West Gallery 2006 - 2007
Appalachian State University 2001 - 2003
Tryon Palace Historic Sites and Gardens 1998 - 2000
Skills
Marketing Communications, Leadership, Management, Marketing, Strategy, Strategic Planning, CRM, Sales, Team Building, Event Planning, Program Management, proposal develoment, Project Management
Education
Appalachian State University 2001 — 2006
Bachelor of Arts, History, English
Keele University 2003 — 2004
Bachelor of Arts, International Student Exchange (History, English, American Studies)
PNC June 2013 - Present
Dorman Sciulli Advisors October 2011 - May 2013
CAPTRUST April 2011 - September 2012
Education
The University of Akron 2007 — 2011
Financial Planning, Business
Padua Franciscan High School 2003 — 2007
CAPTRUST January 2014 - Present
Frozen Ropes Training Facility May 2010 - September 2012
Skills
Zephyr Style Advisor, Advanced Excel Skills, Pivot Tables, Investments, Prospect Analysis, Advisor Support, Customer Service, Risk Management, Client Analysis, MPI, Hedging, Teamwork, Public Speaking, Youth Development, Fundraising, Microsoft Office, Baseball, Financial Analysis, PowerPoint, Bloomberg, Microsoft Word, Time Management, Outlook, Fitness, Coaching, Sports Management, Athletics
Education
Pace University - Lubin School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance/ Economics, 3.36
CAPTRUST April 2012 - Present
Skills
Investments, Series 7, Series 65, Defined Contribution, Defined Benefit, Customer Service, Teamwork, Financial Analysis, Research, Public Speaking, Social Media, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint
Education
The University of Connecticut 2009 — 2011
Bachelor of Arts (BA), Economics
University of Tampa - John H. Sykes College of Business 2007 — 2009
CapTrust January 2013 - Present
DICA May 2010 - December 2012
Waddell and Reed Financial Services June 2009 - May 2010
Skills
Customer Service, Microsoft Office, Team Building, Management, Sales, Marketing, Event Planning, Microsoft Excel, Public Speaking, Leadership Development
Education
Cornerstone University 2003 — 2008
Bachelor of Arts, Business; Finance and Management
CAPTRUST April 2015 - Present
Wells Fargo Private Bank June 2013 - March 2015
Wells Fargo - Wealth, Brokerage and Retirement Division September 2011 - June 2013
Wells Fargo Advisors, LLC August 2010 - September 2011
Education
North Carolina State University 2006 — 2010
Bachelor's degree, Business Administration, 3.67
North Carolina State University 2006 — 2010
Bachelor's degree, Accounting, 3.67
CAPTRUST May 2012 - Present
Skills
Software Development, Visual Studio, JavaScript, XML, ASP.NET, Microsoft SQL Server, .NET, Web Applications, C#, jQuery, SQL, Java, Eclipse, CSS, Databases, Unix, Visual Basic, Web Development, HTML, Software Engineering, VB.NET, Windows, Mobile Applications, C, JSON, Testing, LINQ, MySQL, AJAX, Android, C++, Silverlight, Mobile Devices, Database Design, Agile Methodologies, IIS, Object Oriented Design, Web Services, Software Project..., SharePoint, PHP, Agile Project Management, Oracle, CRM, CRM Integration, Microsoft Office, Scribe, SSRS, SQL Server 2012, Visual Studio 2013
Education
SUNY Polytechnic Institute 1994 — 1996
BS, Computer Science
Alfred State College - SUNY College of Technology 1990 — 1993
AS, Computer Science
Minisink
CAPTRUST August 2015 - Present
MFP Strategies 2001 - August 2015
Education
Lehigh University
Bachelor's degree, Business
The Hill School
CAPTRUST 2012 - Present
The Newport Group May 2012 - November 2012
Retirement Corpration of America 2012 - May 2012
Adventist Healthcare Retirement Plan February 2009 - December 2011
Fidelity Investments August 2000 - February 2009
Hewlett-Packard May 1993 - August 2000
Skills
Asset Allocation, Mutual Funds, Investments, Retirement Planning, Vendor Management, Contract Negotiation, Qualified Retirement..., Fiduciary, Pensions, Non-Qualified Deferred..., Asset Managment, 401(k) Fiduciary, Customer Relations, Investment Management, LDI, Transition Management, Pension De-risking, Portfolio Management, Defined Benefit, 401k, Investment Advisory, Defined Contribution, Finance, Retirement, Retirement Plan..., Investment Strategies, Financial Services, Series 7, Wealth Management, Series 63, Alternative Investments
Education
Purdue University - Krannert School of Management 1991 — 1993
MBA, Finance/Investments/International Finance
Brigham Young University 1984 — 1991
B.S., Business Administration/Accounting
Ally Financial Inc. November 2014 - Present
CAPTRUST August 2014 - November 2014
CapTrust Financial Advisors (Formerly Freedom One) January 2013 - July 2014
Freedom One Financial Group 2011 - July 2014
Ford Motor Company 2000 - 2011
MEEMIC Insurance Company September 1999 - February 2000
Peoples State Bank September 1997 - October 1999
City of Madison Heights July 1997 - September 1997
Skills
Strategic Technology..., Enterprise Ops..., Technology Integration, Change Management, Agile Project Management, Project Planning, Disaster Recovery, Hardware Architecture, Policy/Procedure..., Information Security..., Budget Management, Cost Management, Process Mapping, Business Process..., Staff Training, SOX, ITIL, Software Project..., Executive Relations, Network Building, Budgets, Business Process Mapping, Operations Management, Sarbanes-Oxley Act, Management, Vendor Management, IT Management, PMO, Project Portfolio..., Business Analysis, IT Strategy, Process Improvement, SDLC, Troubleshooting, Business Process, Enterprise Architecture, Business Intelligence, Information Technology, SharePoint, CRM, Visio, Integration, IT Operations, Requirements Gathering, Requirements Analysis, Solution Architecture, Resource Management, Software Documentation, System Deployment, Data Center
Education
Central Michigan University 2008 — 2010
Masters of Science, Administration - Information Resource Management
Central Michigan University 2004 — 2008
Bachelors of Science, Information Technology
Madison High
Diploma, General Studies
CAPTRUST February 2014 - Present
Brock & Scott, PLLC August 2011 - February 2014
WB Surf Camp May 2011 - December 2012
Bloomsbury Academic July 2010 - January 2011
Brock and Scott, PLLC May 2007 - September 2009
Skills
Editing, Research
Education
Kingston University 2009 — 2010
MA, Publishing Studies
University of North Carolina at Wilmington 2004 — 2007
BA, English
Marist College 2003 — 2004
Public Relations
Endicott College 2002 — 2003
CAPTRUST July 2006 - Present
Smith Barney/Legg Mason January 2004 - July 2006
Advent Advisors, Inc. June 1993 - January 2004
Skills
Asset Allocation, Investment Advisory, Wealth Management, Retirement Planning, Series 7, Series 63, Estate Planning, Financial Advisory, Retirement, Portfolio Management
Education
Wake Forest University 1988 — 1990
MBA, Finance
Appalachian State University 1984 — 1988
BSBA, Finance, Economics
Associated Bank October 2014 - Present
CAPTRUST March 2013 - July 2014
Alerus Financial December 2008 - March 2013
Smith Barney March 2005 - November 2008
ALL STAR GYMNASTICS January 1995 - January 2004
Skills
Small Business..., Investment education, Investment Advisory, Investment Education, Management, Investments, Business Development, Small Business, Wealth Management, Retirement Planning, Insurance, Finance, Series 7, Financial Advisory, 401k, Strategic Financial..., Leadership, Financial Planning
Education
University of Michigan 2001 — 2004
Bachelor of Business Arts, Business Management, 3.85
Wayne State University 1977 — 1979
Pre-Law Studies
SunTrust June 2015 - Present
Pounds Consulting Services October 2014 - June 2015
CAPTRUST May 2013 - August 2014
Wells Fargo Bank October 1990 - April 2013
Hibernia National Bank 1988 - 1990
Skills
Strategic Planning, Relationship Management, Investments, Retirement Planning, Qualified Retirement..., Financial Services, Mutual Funds, Management, Budgets, Leadership, Defined Benefit, Defined Contribution, Banking, Non-Qualified Deferred..., Series 7, Series 65, Fiduciary Management, Nonprofit Consulting, 401k, Pensions, Retirement, Budgeting, Client Relations, Team Leadership
Education
Wake Forest University 2014 — 2015
Essentials of Business for Nonprofit Organizations
The University of Texas at Arlington - College of Business 1978 — 1982
BA, Management
CAPTRUST 2008 - Present
LPL Financial Institutional (UVEST Financial Inst) 2000 - 2007
Skills
Retirement Planning, Investments, Retirement, Investment Advisory, 401k, Mutual Funds, Asset Management, Wealth Management, Series 7, Asset Allocation, Portfolio Management, Strategic Financial...
Education
Auburn University 1994 — 1998
Bachelors, Finance
University of Alabama 1998 — 2000
MBA
Abbot Downing December 2013 - Present
University of the District of Columbia August 2012 - May 2013
CAPTRUST July 2011 - August 2012
CAPTRUST October 2010 - August 2012
Skills
Finance, Performance Reporting, Portfolio Accounting, Informa Performer, Axys, Advent Portfolio..., Pure Mathematics, Portfolio Performance..., Investments, System Conversion, Game Day Operations, Sports Industry, Sports Information, Sports Marketing, Sports
Education
Georgetown University 2012 — 2013
Master's Degree, Sports Industry Management
North Carolina State University 2006 — 2010
Bachelor of Science (BS), Mathematics
CAPTRUST January 2014 - Present
North Carolina Department of State Treasurer - Investment Management Division February 2011 - January 2014
North Carolina Department of State Treasurer January 2010 - January 2011
Education
North Carolina State University 2005 — 2009
BS-Business Administration, Finance and Financial Management Services
KPMG US January 2015 - Present
ECU Foundation Financial Services September 2013 - November 2014
KPMG US January 2013 - March 2013
Gordons Golf, Ski and Snowboard September 2011 - January 2013
CAPTRUST May 2012 - August 2012
North Ridge Country Club May 2007 - March 2012
Boys and Girls Clubs of America January 2010 - May 2010
Skills
Microsoft Excel, Marketing, CRM, PowerPoint, Social Media, Accounting, Financial Analysis, Management, Microsoft Word, Customer Service, Business Analysis, Financial Audits, Financial Reporting, Auditing, Retail, Sales
Education
East Carolina University 2014 — 2014
Master of Science (M.S.), Accounting
East Carolina University - College of Business 2009 — 2013
BSBA, Accounting
Olympus April 2014 - Present
Arthrex April 2012 - March 2014
Eli Lilly and Company March 2011 - April 2012
Health Management Systems July 2009 - March 2011
Graduates On Call January 2009 - July 2009
AIG - American General September 2008 - June 2009
Camp Willow Run 2007 - 2009
CAPTRUST August 2007 - January 2008
Skills
Sales, Account Management, Marketing, Customer Service, Leadership, Microsoft Office, Strategic Planning, Marketing Strategy, Salesforce.com, New Business Development, Sales Management, Cold Calling, Team Building, Selling, CRM, Sales Operations, Management, Start-ups
Education
North Carolina State University 2005 — 2009
Business, Marketing, Environmental Science
Liberty University 2010 — 2011
MBA, Masters of Business Administration, 3.75
Leesville High School 2002 — 2005
CAPTRUST 2007 - Present
Citigroup Global Markets 2005 - 2007
Citigroup Global Markets 2004 - 2004
LarsonAllen 2000 - 2003
Wachovia Bank 1999 - 2000
Skills
Fixed Income, Corporate Finance, Trading, Asset Allocation, Series 7, Investments, Asset Management, Mutual Funds, Alternative Investments, Series 63, Investment Advisory, Portfolio Management, Wealth Management, Investment Strategies, Investment Management
Education
Appalachian State University
BSBA
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA
CAPTRUST May 2015 - Present
Craft Beer Outfitter January 2015 - August 2015
New Order Crossfit 2014 - 2015
Haw's USA October 2013 - December 2014
Pool Professionals of the Carolinas May 2010 - September 2013
Skills
Microsoft Office, Cash Flow Analysis, spreadsheets, Stock Management, Financial Statement..., Financial Analysis, Microsoft Excel, Marketing Strategy, Wholesale, Inventory Management, Inventory Control, Team Leadership, Teamwork, Stock Market, QuickBooks, Organizational...
Education
North Carolina State University 2013 — 2016
Queens University of Charlotte 2012 — 2013
Finance, General
CAPTRUST November 2013 - Present
Old Mountain Group September 2013 - September 2013
Actuarial Benefits and Design Company December 1997 - August 2013
Skills
Defined Benefit, Profit Sharing, Financial Advisory, Employee Benefits, Finance, Insurance, Strategic Financial..., Pensions, ESOP, Financial Services, Retirement, 401k, Qualified Retirement..., ERISA, Retirement Plan..., Pension Administration, Defined Contribution, 401k Rollovers, Pension Funds, Retirement Planning, IRAs, Financial Planners, Investment Advisory, Investment Strategies, Mutual Funds, Personal Financial..., Series 6, 403 b, Institutional...
Education
Randolph-Macon College 1992 — 1997
Bachelor of Arts (BA), Mathematics
Strayer University (VA) 2006 — 2008
Masters, Accounting
Freehold High School 1988 — 1992
CAPTRUST July 2014 - Present
Sheet Metal Workers' National Pension Fund December 2013 - January 2014
Kohl's Department Stores November 2012 - January 2013
HGK Asset Management, Inc. June 2012 - July 2012
SASMI Trust Fund December 2011 - January 2012
Education
James Madison University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
CAPTRUST November 2012 - Present
Cincinnati Reds June 2005 - August 2011
Skills
Retirement Planning, Financial Advisory, Baseball, Investments, Portfolio Management, Small Business, Retirement, Strategic Financial..., Management, Sponsorship, Sports Marketing, Sports, Sports Management, ERISA, Athletics, Series 63, Series 65, Series 6
Education
Bellevue University 2011 — 2012
Bachelor’s Degree, Communications
Kansas State University
University of Illinois at Urbana-Champaign
TIAA-CREF June 2014 - Present
TIAA-CREF June 2013 - June 2014
CAPTRUST September 2011 - June 2013
Edward Jones June 2009 - September 2011
American Express October 2008 - June 2009
Skills
Sales, Team Building, Investments, Public Speaking, Account Management, Salesforce.com, Business Development, Marketing Strategy, Consulting, Nonprofits, Training, Selling, Social Networking, PowerPoint, Management, Finance, Financial Services, Customer Service, Marketing, Mutual Funds, Retirement, Retirement Planning, Financial Analysis, Financial Planning, Wealth Management, Strategic Planning, Strategy, Project Management, Leadership, Risk Management, Asset Management, CRM, Insurance, Asset Allocation, Relationship Management, Series 7, Process Improvement, Microsoft Office, 401k, Credit, Analysis, Research, Due Diligence, Microsoft Word
Education
The University of Connecticut 2002 — 2007
BA, Business Administration, Communications, Professional Sales
CAPTRUST June 2007 - Present
Atlantic Capital Management June 2005 - June 2007
Principal Financial Group October 2003 - June 2005
Skills
Wealth Management, Retirement Planning, Estate Planning, Investments, Investment Strategies, Asset Allocation, Alternative Investments, 401k Rollovers, Qualified Retirement..., 401k, Non-Qualified Deferred...
Education
North Carolina State University 1999 — 2003
Bachelor of Science (BS), Business Management
CAPTRUST June 2014 - Present
Beacon Pointe Wealth Advisors (Independent Financial Advisors, LLC) April 2013 - June 2014
Independent Financial Advisors, LLC October 2006 - April 2013
American Funds October 2002 - September 2006
Franklin Templeton Investments January 2002 - October 2002
Morgan Stanley Dean Witter August 1999 - January 2002
Skills
Portfolio Management, Asset Allocation, Investment Strategies, Retirement Planning, 401k, Retirement, Estate Planning, Wealth Management, Investment Advisory, Investments
Education
Center of Fiduciary Studies, University of Pittsburg's Katz Graduate School of Business 2008 — 2009
Accredited Investment Fiduciary
University of California, Riverside 1994 — 1998
Bachelors
College for Financial Planning
CAPTRUST July 2013 - Present
SOAR Academy July 2012 - July 2013
AXL Academy July 2010 - August 2012
Education
University of Minnesota-Twin Cities 2007 — 2010
Bachelor of Arts (BA), Spanish Language and Literature
University of Northern Colorado 2006 — 2007
CAPTRUST January 2004 - Present
Skills
Retirement, Asset Management, Investments, Investment Advisory..., Defined Contribution, Defined Benefit, Foundations, 401k, 403 b
Education
East Carolina University - College of Business 1999 — 2001
Master of Business Administration (M.B.A.), Finance and Financial Management Services
East Carolina University - College of Business 1995 — 1999
Bachelor of Science (B.S.), Accounting and Finance
CAPTRUST September 2009 - Present
Mary Kay Inc. May 2011 - Present
CAPTRUST Financial Advisors 2009 - 2010
Skills
Financial Analysis, Financial Services, Accounting
Education
East Carolina University - College of Business
BSBA, Accounting
The Select Group July 2015 - Present
The Select Group June 2014 - July 2015
CAPTRUST May 2013 - August 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Public Speaking, Recruiting, Customer Service, Human Resources, Sales, Management, Information Technology, Project Management
Education
Clemson University 2010 — 2014
Compass Financial Partners October 2014 - Present
Me Fine Foundation, Inc. January 2013 - Present
CAPTRUST February 2008 - September 2014
Ameriprise Financial Services, Inc. 2003 - January 2008
Skills
Retirement Planning, Retirement, 401k, 403 b, Pensions, Non-Qualified Deferred..., Investments, Defined Contribution, Defined Benefit, ERISA, Investment Policy..., Fiduciary Services, Fiduciary Training, Public Speaking
Education
Appalachian State University 1998 — 2002
Bachelor of Science (BS), Finance
Live Oak Bank August 2015 - Present
Live Oak Bank January 2014 - July 2015
CAPTRUST June 2013 - December 2013
Arco Restoration May 2012 - February 2013
Skills
Customer Service, QuickBooks, Microsoft Excel, Microsoft Office, PowerPoint, Accounting, Analysis, Payroll, Teamwork, Spanish, Management, Time Management, Accounts Payable, Microsoft Word, Data Analysis, Leadership, Critical Thinking, Financial Analysis, Outlook, Accounts Receivable, Invoicing, Access, Event Planning, Data Entry, Statistical Data...
Education
Meredith College 2009 — 2013
Bachelor of Science (B.S.), Bachelor of Arts (B.A.), B.S. Business Administration, B.A. Economics; Minors: Finance and Spanish, 3.0
Meredith College 2009 — 2013
BS
CAPTRUST February 2013 - Present
Credit Suisse July 2011 - February 2013
Clifton Gunderson LLP September 2010 - February 2011
North Carolina State University May 2008 - August 2008
Education
North Carolina State University
Bachelor of Science, Accounting; Information Systems
CAPTRUST May 2014 - Present
Alpha Kappa Psi - Lambda Omicron Chapter November 2014 - Present
Qdoba Restaurant Corporation August 2010 - March 2014
Impresa Boutique August 2012 - December 2013
Skills
Time Management, Social Media Marketing, Leadership, Teamwork, Marketing, Public Speaking, Facebook, Social Networking, Customer Service, Communication, Management, Critical Thinking, Advertising, Research, Sales&Marketing, Marketing Strategy, Public Relations
Education
North Carolina State University 2014 — 2015
Bachelor’s Degree, Business Administration and Management, Concentration in Marketing
Campbell University 2012 — 2013
Bachelor's Degree, Marketing
Raleigh Charter High School 2008 — 2012
High School
CAPTRUST July 2015 - Present
Transamerica Retirement Solutions February 2011 - March 2015
Gallagher Benefit Services 2007 - 2011
TIAA-CREF June 2003 - August 2007
Scudder Investments October 1991 - November 2002
Skills
401k, Series 63, Mutual Funds, Financial Services, Investments, Pensions, Retirement Planning, Employee Benefits, Leadership
Education
St. Xavier University 1995 — 1999
M.B.A., Marketing
Purdue University 1987 — 1991
B.S., Financial Planning and Counseling
CAPTRUST August 2015 - Present
PwC January 2014 - July 2015
WebsterRogers LLP June 2013 - December 2013
Cherry Bekaert LLP October 2012 - June 2013
Education
University of North Carolina Wilmington Cameron School of Business 2010 — 2012
Bachelor of Science, Business Administration; Accounting
UNC Chapel Hill 2007 — 2009
CAPTRUST June 2013 - Present
CAPTRUST August 2011 - June 2013
Sageworks, Inc. June 2011 - August 2011
Skills
Access, PowerPoint, Negotiation, Word, Excel
Education
Elon University 2007 — 2011
Bachelor of Science, Business Administration, Marketing
CAPTRUST September 2012 - Present
Barclays Capital September 2008 - August 2012
Lehman Brothers July 2008 - September 2008
Skills
Asset Allocation, Mutual Funds, Investment Advisory, Alternative Investments, Asset Managment, Investments, Hedge Funds, Finance, Retirement Planning, Asset Management, Equities, Financial Advisory, Investment Strategies, Wealth Management, Banking, Portfolio Management, Fixed Income, Pensions, Defined Benefit, Retirement Plan..., Defined Contribution
Education
University of North Carolina at Wilmington
Bachelor of Science Business Administration, Finance & Economics, Summa Cum Laude
Universidad Politécnica de Valencia
International Marketing, Study Abroad Program
Ravenscroft School
CAPTRUST October 2014 - Present
DCAdvisors October 2008 - October 2014
RBC Wealth Management October 2006 - October 2008
Skills
Investments, Finance, Portfolio Management, Investment Advisory, Asset Management, Investment Management, Investment Strategies, Financial Services, Financial Analysis
Education
Augsburg College 2002 — 2006
Bachelor's degree, Finance, General
CAPTRUST February 2014 - Present
Credit Suisse June 2012 - February 2014
Wachovia, A Wells Fargo Company June 2011 - August 2011
SunTrust Investment Services March 2011 - June 2011
SunTrust Bank October 2010 - June 2011
Salem Financial Group January 2010 - October 2010
John Hancock Financial Network September 2008 - December 2009
Education
North Carolina State University 2004 — 2009
Bachelor of Science (B.S.), Biology/Biological Sciences, General
Berkeley Research Group LLC April 2015 - Present
Ascendient Healthcare Advisors December 2013 - March 2015
Brumbaugh Appraisals January 2010 - November 2013
CAPTRUST May 2011 - August 2011
Skills
Financial Analysis, Valuation, Due Diligence, Investments, Business Valuation, Microsoft Excel, Bloomberg, Business Appraisals, Healthcare Valuation, Market Research, Portfolio Management, Accounting, Time Management, Leadership, Data Analysis, Financial Modeling, Asset Valuation, Cash Flow Analysis, Equipment Appraisals, FF&E Appraisals, Heavy Machinery..., Investment Analysis, Morningstar Direct, Personal Property..., Equity Valuation, Finance, PowerPoint, Microsoft Word
Education
East Carolina University - College of Business 2008 — 2012
BSBA, Summa Cum Laude, Finance, 3.93/4.0 overall; 4.0/4.0 within major
Millbrook High School
Passed Level III CFA exam
CAPTRUST July 2013 - Present
Cambridge Financial Services Group 1983 - July 2013
Skills
Investments, Alternative Investments, Financial Services, Investment Strategies, Hedge Funds, Investment Management, Asset Management, Finance, Investment Advisory, Risk Management, Mutual Funds, Portfolio Management, Securities, Wealth Management, Institutional Investors, Institutional..., Equities, Series 7, Endowments, Fixed Income, Equity Research, Series 63, Asset Managment, Pension Funds, Private Equity, Asset Allocation
Education
The University of Chicago 1978 — 1980
MBA, Finance
Iona College 1963 — 1967
BA, Economics
Archbishop Molloy High School 1959 — 1963
Regents, Academic
CAPTRUST October 2014 - Present
Northwestern Mutual January 2011 - September 2014
Buckwalter Properties LLC January 2007 - December 2010
Real Estate Television Inc. January 2005 - January 2008
Rennaissance Marketing Group June 1996 - August 1999
Education
The Citadel 1992 — 1995
BA, Political Science
The Citadel 1991 — 1995
BA of Political Science
CAPTRUST January 2013 - Present
Freedom One March 1995 - December 2012
Skills
Qualified Retirement...
Education
Walsh College of Accountancy and Business Administration 1995 — 1998
Master of Business Administration (MBA), Finance, General
Oakland University 1990 — 1994
Bachelor of Business Administration (BBA), Finance, General
CAPTRUST January 2014 - Present
CAPTRUST November 2006 - December 2013
John Hancock Financial Services 2003 - 2005
Skills
Account Management, Team Management, Retirement Planning, Investment Advisory, Defined Contribution, Defined Benefit, Non-Qualified Deferred..., Manage Client..., Client Relations Skills, Superior Client Service, Client Education, Series 7, Series 24, Financial Services, Asset Allocation, Investments, Mutual Funds, 401k, Asset Managment
Education
Rutgers University
Bachelor's degree, English Language and Literature, General
Goldman Sachs Asset Management August 2014 - Present
Hatteras Funds 2004 - August 2014
CAPTRUST 2001 - 2004
Thornburg Investment Management 1998 - 2000
State Street 1996 - 1998
Skills
Alternative Investments, Series 7, Mutual Funds, Investments, New Business Development, Fund Of Funds, Hedge Funds, Private Equity, Investor Relations, Securities, Equities, Asset Managment, Investment Strategies, Asset Allocation, Investment Advisory, Investment Management, Retirement Planning, Financial Advisory
Education
Boston College - Carroll School of Management
Bachelor of Science (BS), Finance and Marketing
DUMAC, Inc. April 2014 - Present
DMS Offshore Investment Services Ltd. October 2013 - March 2014
UNC Management Company March 2013 - September 2013
UNC Management Company, Inc. July 2008 - March 2013
CAPTRUST May 2004 - July 2008
CAPTRUST May 2004 - February 2008
Skills
Investments, Legal Compliance, Corporate Governance, Project Management, Global Regulatory..., Investor Relations, Hedge Funds, Management, Due Diligence, Asset Management, Mutual Funds
Education
North Carolina State University 2000 — 2004
BS, Finance
CAPTRUST July 2007 - Present
Education
Suffolk University
Bachelor of Science (B.S.), Business Administration and Management, General
St. David's School October 2014 - Present
CAPTRUST January 2014 - Present
Newcomb and Company June 2009 - January 2014
Parsec Financial May 2012 - February 2013
Skills
Microsoft Excel, Customer Service, Social Media, Public Speaking, Event Planning, Microsoft Office, Organizational Behavior, Presentation Development, Marketing, Microsoft Word, Social Media Marketing, Sports Management, Critical Thinking, Facebook, Sports Marketing, Management, Team-oriented, Sales, Social Networking, Advertising, PowerPoint, Research, Marketing Strategy, Sports, Networking, Coaching, Leadership, Time Management, Communication
Education
University of North Carolina at Asheville 2009 — 2013
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
St Davids 2005 — 2009
CAPTRUST November 2013 - Present
Aon Hewitt October 2009 - October 2013
Fidelity Investments October 1994 - February 2009
Skills
Benefits Administration, Process Improvement, Leadership, Human Resources, CRM, Outsourcing, Personnel Management, Financial Services, Talent Management, Vendor Management, Insurance, Project Management, Relationship Management, Payroll, Deferred Compensation, Business Analysis, Call Centers, Recruiting, Change Management, Employee Benefits
Education
Northeastern University 1986 — 1990
BS, Political Science
Ernst & Young April 2013 - Present
Cherry, Bekaert & Holland August 2011 - April 2012
Fastenal August 2010 - August 2011
Cherry, Bekaert & Holland June 2010 - August 2010
Lambda Chi Alpha - Elon University January 2009 - February 2010
Cherry, Bekaert & Holland June 2009 - August 2009
CAPTRUST May 2008 - August 2008
Senator Elizabeth Dole August 2006 - December 2006
Skills
GAAP, Accounting, Auditing, Financial Reporting, Financial Statements, Financial Analysis, Internal Controls, QuickBooks, Microsoft Office, Financial Accounting, Single Audit, CCH ProSystem fx
Education
Elon University - Martha and Spencer Love School of Business 2006 — 2010
Bachelor of Science, Finance and Accounting
CAPTRUST June 2013 - Present
CAPTRUST Financial Advisors May 2004 - June 2013
Wachovia, A Wells Fargo Company January 2001 - December 2003
Wachovia, A Wells Fargo Company June 1998 - June 2001
Skills
Wealth Management, Investments, 401k, Retirement Planning, Asset Allocation, Series 7
Education
Campbell University 1994 — 1998
Bachelors Business Administration, Majored in Trust Management, Minor in Financial Planning
Measurement Incorporated April 2015 - Present
CAPTRUST September 2011 - October 2012
Measurement Incorporated September 2008 - September 2011
Coastal Federal Credit Union October 2006 - September 2008
Coastal Federal Credit Union July 2004 - October 2006
Skills
SQL, SQL Server, Databases, SSIS, Microsoft SQL Server, T-SQL, VB.NET, SSRS, Database Design, Crystal Reports, Microsoft Office, Software Documentation, Visual Studio, Windows, Web Applications
Education
DeVry University 1999 — 2002
Bachelor of Science (B.S.), Computer Information Systems
Devry University 1999 — 2002
BS, CIS
CAPTRUST October 2013 - Present
Findley Davies, Inc. January 2008 - August 2013
Fifth Third Bank March 2000 - September 2005
KeyBank 1994 - 2000
Skills
ERISA, Employee Benefits, Defined Contribution, 401k, Pension Administration, Strategic Planning, Customer Service, Retirement Plan..., Qualified Retirement..., QKA, Outlook, Consulting, Microsoft Office, Microsoft Word, Plan Conversions, Compliance, Retail, Creative Problem Solving, Form 5500 preparation, Plan Design, Retail Banking, Microsoft Excel
Education
Cleveland State University
University of Toledo
Bachelor's degree, Interdisciplinary Studies
Wells Fargo Securities June 2014 - Present
Wells Fargo Securities July 2012 - June 2014
United States Marine Corps Reserve August 2010 - August 2012
UBS Securities Co., Ltd June 2011 - August 2011
CAPTRUST January 2011 - May 2011
USMC May 2002 - August 2010
Skills
Corporate Finance, Portfolio Management, Financial Modeling, Financial Analysis, Operational Planning, Investments, Risk Management, Business Strategy, Asset Managment, Cross-functional Team..., Strategic Planning, Corporate Financial..., Defense, Security Clearance, Valuation, Finance, Investment Banking, Leadership, Mergers, Due Diligence, Asset Management, Analysis
Education
Duke University - The Fuqua School of Business 2010 — 2012
MBA, Financial Analysis, Investment Finance
Colgate University 1998 — 2002
BA, Economics
Time Warner Cable September 2013 - Present
Credit Suisse October 2010 - September 2013
Fidelity Investments January 2009 - September 2010
CapTrust January 2006 - February 2007
Skills
Financial Analysis, Investments, Finance, Financial Modeling, Equities, Asset Management, Relationship Management, Series 7, Bloomberg, Leadership, Customer Service, Microsoft Excel, Budgets, Microsoft Office, Risk Management
Education
North Carolina State University 2015 — 2016
Master of Business Administration (MBA)
North Carolina State University - College of Management 2004 — 2008
BS, Finance
Pathfinder Wealth Consulting July 2015 - Present
Willis July 2014 - July 2014
ANV Syndicate, Lloyd's of London July 2014 - July 2014
National Securities June 2013 - August 2013
Amicorp Group June 2012 - August 2012
CAPTRUST June 2010 - July 2010
Rex Hospital June 2009 - June 2009
Skills
Online Research, Tax Research, Financial Analysis, Financial Statements, Microsoft Office, Microsoft Excel, Microsoft Word, Team Leadership, Management, Proposal Generation, Access, PowerPoint, Proposal Writing, Bloomberg Terminal, Spanish-speaking, German, Clientele Portfolio..., Finance, Time Management, Teamwork, Research, Salesforce.com
Education
University of North Carolina at Wilmington 2011 — 2015
Bachelor of Science (B.S.), Finance
Hochschule Bremen 2014 — 2014
Bachelor's Degree, Finance
Ravenscroft High School 2007 — 2011
Training The Street
Bloomberg
Investment Banking Institute
US Trust November 2013 - Present
CAPTRUST October 2012 - November 2013
Guardian Capital Advisors, LLC May 2009 - October 2012
Hensley Fentress Financial Group May 2008 - May 2009
Skills
Financial Analysis, Financial Planning, Accounting, Microsoft Excel, Data Analysis, Microsoft Office, Valuation, Financial Reporting, PowerPoint, Corporate Finance, Analysis, Research, Retirement Planning, Series 7, Financial Accounting
Education
North Carolina State University - College of Management 2005 — 2009
Finance, Accounting
St. Mark's UMC Preschool August 2015 - Present
Home HQ 2006 - Present
York Simpson Underwood 2005 - 2006
CapTrust 2000 - 2004
Wachovia, A Wells Fargo Company 1998 - 2000
Skills
Series 7, Financial Analysis, Event Planning, Team Building, 401k, Customer Service, Project Management, Real Estate, Municipal Bonds, Schools, Leadership
Education
University of North Carolina at Chapel Hill 1994 — 1998
BS, Business Administration
J.H. Rose High School
CAPTRUST 2006 - Present
Franklin Street Partners June 2002 - June 2006
Wachovia, A Wells Fargo Company 1994 - 2000
Skills
Wealth Management, Series 7
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2000 — 2002
MBA, Business
University of North Carolina at Chapel Hill 1990 — 1994
BA, Industrial Relations, Political Science
Invest-N-U November 2005 - Present
Arista Investment Advisors August 2005 - Present
Arista Consulting Group July 2005 - Present
CAPTRUST 2003 - 2005
SunTrust Bank 2001 - 2003
Willis 1999 - 2001
J. Smith Lanier & Co. May 1998 - December 1999
Great-West Life May 1996 - May 1998
Skills
401k, Employee Benefits, Health Insurance, Retirement, Retirement Planning, Leadership, Insurance, Strategic Planning, Employee Engagement, Retirement Plan..., Program Management, Management, Employee Wellness, Disability Insurance, Term Life Insurance, Long Term Care Insurance, Public Speaking, Financial Advisory, Investment Advisory, Fixed Annuities, Life Insurance, Benefits Administration, Brokers, Pensions, Business Planning, 403 b, Wellness, Mergers & Acquisitions, Mutual Funds, Strategy, Securities, Long-term Care, Small Business, Group Insurance, Defined Benefit, ERISA, Investments, Underwriting, Behavioral Finance, Strategic Communications, Qualified Retirement..., School Districts, Entrepreneurship, Health Savings Accounts, Profit Sharing, Executive Management, COBRA, Estate Planning, Medicare
Education
Purdue University 1989 — 1996
Bachelor of Science, Technology
CAPTRUST January 2014 - Present
Total Quality Logistics May 2013 - August 2013
BB&T Insurance Services Inc. June 2012 - August 2012
Valentine Commons September 2011 - June 2012
Skills
Social Media, Marketing, Operations Management, Time Management, Microsoft Excel, Customer Service, Event Planning, Teamwork, Social Media Marketing, Sales, PowerPoint, Microsoft Office, Microsoft Word, Outlook
Education
North Carolina State University 2009 — 2013
Bachelor of Science, Business Administration; Finance
CAPTRUST July 2015 - Present
Elon University February 2014 - May 2015
CAPTRUST May 2014 - August 2014
Excel Moving & Storage/ Allied Van Lines June 2009 - August 2013
Education
Elon University 2011 — 2015
Finance, General
CAPTRUST 2014 - 2015
Fidelity Investments 2012 - 2014
AECOM 2011 - 2012
Wells Fargo 2009 - 2010
Deutsche Bank EVS Chile S.A. 2007 - 2009
Wachovia 2006 - 2007
Wachovia July 2005 - December 2005
Wachovia 2004 - 2005
Wachovia 2001 - 2002
Skills
Bloomberg, Credit Derivatives, VBA, Derivatives, Trading, Equities, Equity Derivatives, Financial Markets, Investment Banking, Valuation, Options, Financial Risk, Financial Analysis, Credit Risk, SAS, Securities, Investments, Electronic Trading
Education
Duke University
Finance & Economics - in progress, 4.00 GPA
North Carolina State University
Doctor of Philosophy (Ph.D.), Financial Economics, 4.00 GPA
North Carolina State University
Master of Science (M.S.) - in progress, Financial Mathematics, 4.00 GPA
University of North Carolina at Greensboro
Master of Economics (M.Econ), Financial Econometrics
University of North Carolina
B.S., Finance and Financial Economics
University of Cape Town
B.Com. Management Science, Honours Finance and Applied Statistics
Fidelity Investments September 2012 - Present
Fidelity Investments April 2011 - September 2012
Fidelity Investments September 2007 - February 2011
CapTrust February 2007 - August 2007
Investors Bank and Trust August 2005 - December 2006
Education
Merrimack College 2001 — 2004
Bachelors, Finance
CAPTRUST June 2006 - Present
Franklin Street Partners February 2005 - June 2006
Goldman, Sachs & Company June 1999 - February 2005
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Finance, Management
Colgate University 1994 — 1999
BA, Economics
Hamilton College 1994 — 1995
Skaneateles Central High School 1989 — 1994
Slagelse Gymnasium 1992 — 1993
CAPTRUST 2005 - Present
Palmer & Cay Investment Services October 1999 - December 2005
Disciplined Investment Services 1994 - 1999
LCG Associates 1982 - 1994
Potomac Electric Power Company 1972 - 1982
Skills
Wealth Management..., Non-Qualified Deferred..., Retirement, Defined Benefit, 401k, Non-Qualified Plans
Education
Georgetown University Law Center 1970 — 1974
JD
University of Virginia - Darden Graduate School of Business Administration 1965 — 1967
MBA
University of Virginia 1960 — 1965
BEE, Electrical Engineering
Smithfield High School 1956 — 1960
diploma
CAPTRUST July 2012 - Present
Diversified Investment Advisors December 2007 - June 2012
Union Bank of California November 2005 - November 2007
UBOC 2005 - 2007
Fidelity Investments 1999 - 2005
Education
University of Massachusetts, Amherst
Plexus Capital, LLC February 2015 - Present
INVISTA May 2011 - January 2015
CAPTRUST June 2010 - April 2011
North Carolina Textile Foundation July 2009 - January 2010
Applied Thermoplastic Resources January 2006 - July 2009
Education
North Carolina State University - College of Management 2009 — 2011
Master, Business Administration
North Carolina State University 2001 — 2005
Bachelor of Science, Textile Management
Woodberry Forest School 1997 — 2001
CAPTRUST August 2012 - Present
Bay Colony Partners 2005 - 2012
Skills
Retirement Planning, Retirement, Securities, Investment Advisory, Retirement Plan..., Asset Allocation, Mutual Funds, Wealth Management, Alternative Investments, Series 7, Insurance, Qualified Retirement..., Defined Contribution, Pensions
Education
Tufts University
Bachelor of Arts (B.A.), Economics
Home August 2009 - Present
WaterStreet Investment Consultants September 2004 - August 2009
Smith Barney August 2003 - September 2004
CapTrust June 1999 - June 2003
Education
University of North Carolina at Chapel Hill 1995 — 1999
Asheville High 1991 — 1995
CAPTRUST 2013 - Present
KEJ Consulting October 2008 - October 2013
Cambridge Financial Services Group December 2010 - September 2013
CRT Capital Group 2006 - 2008
Martello Investment Management, L.P. 2002 - 2006
Pedersen Kammert & Co., LLC 2000 - 2001
Capricorn Management 1998 - 2000
Meadowcroft Associates Inc. 1993 - 1998
Smith Barney 1992 - 1993
Baring Brothers & Co., Inc. 1990 - 1992
Skills
Investments, Valuation, Mergers & Acquisitions, Portfolio Management, Corporate Finance, Due Diligence, Investment Banking, Finance, Management, Mutual Funds, Consulting Advisory
Education
Columbia University - Columbia Business School 1985 — 1987
MBA, Finance
University of Pennsylvania - The Wharton School 1979 — 1983
Mercer December 2013 - Present
NFP-CBA February 2011 - December 2013
CapTrust January 2006 - February 2011
Wachovia January 2004 - January 2006
Skills
Retirement, Defined Benefit, Retirement Planning, Strategic Financial..., Employee Benefits, Investments, Financial Advisory, ERISA, 401k, Series 7, Series 63, Wealth Management, Asset Managment, Mutual Funds, Investment Advisory, Pensions, Financial Services, Relationship Management, Asset Management, Asset Allocation, Retirement Plan..., FINRA, Investment Strategies
Education
University of North Carolina at Chapel Hill 1998 — 2003
Bachelor of Arts, Organizational Communication
CAPTRUST Financial Advisors 2008 - Present
CAPTRUST 2008 - Present
SunTrust Bank June 1982 - November 2007
Crestar Financial 1995 - 2000
Skills
401k, Investment Advisory, Retirement Planning, 403 b, Investment Education
Education
Purdue University
Master's degree
University of Richmond
Captrust Financial Advisors December 2007 - Present
CapTrust December 2007 - May 2008
Financial Management Partners May 1994 - December 2007
Education
University of Notre Dame - Mendoza College of Business 1986 — 1987
Master of Business Administration (MBA), Taxation and Financial Planning
Saint Mary's College 1982 — 1986
Bachelor of Business Administration (BBA), Accounting, Finance minor
St. Joseph's Academy, St. Louis, MO 1978 — 1982
CAPTRUST January 2013 - Present
Freedom One Financial Group August 2012 - December 2012
Freedom One Financial Group June 1999 - August 2012
Freedom One Financial Group June 2003 - June 2008
Freedom One Financial Group June 1999 - April 2005
Michigan National Bank January 1978 - June 1999
Skills
401k, Employee Benefits, Recruiting, Retirement, Mutual Funds, Retirement Planning, Management, Pensions, Business Analysis, Defined Benefit, ERISA, Portfolio Management, Human Resources, Strategic Financial..., Asset Management, CRM, Financial Planning, Investments
Education
University of Michigan-Flint
University of Michigan-Flint
Square 1 Bank March 2015 - Present
Square 1 Bank January 2014 - February 2015
Square 1 Bank January 2013 - January 2014
CapTrust August 2010 - January 2013
Skills
Financial Analysis, Financial Modeling, Risk Management, Microsoft Excel, Credit Analysis, Venture Capital, Bloomberg Terminal, Zephyr Style Advisor, Fixed Income, Banking, Credit, Asset Allocation, Capital Markets, Investment Strategies, Financial Risk, Credit Risk, Wealth Management, Asset Management, Portfolio Management
Education
Business Administration, Finance and Managment
Charlotte Catholic
Elon University
CAPTRUST January 2006 - Present
Plan Advisory Services, Inc. January 1991 - December 2006
Noble Lowndes 1989 - 1991
Skills
401(k), Pensions, Qualified Retirement..., Non-Qualified Deferred..., Investment Advisory, Practice Management, Advisor Transition &...
Education
Lebanon Valley College 1979 — 1983
Bachelor of Science (B.S.), Business Administration
CAPTRUST 2003 - Present
Skills
Compliance, Wealth Management, Retirement Planning, Qualified Retirement..., Investments, Securities
Education
University of California, Los Angeles 1982 — 1992
BA - Soc, Sociology, Economics
CAPTRUST September 2013 - Present
Clearbrook Investment Consulting 2006 - September 2013
Shields Associates October 1990 - July 2006
Skills
Portfolio Management, Alternative Investments, Hedge Funds, Investments, Securities, Asset Allocation, Finance, High Net Worth..., Equities, Pension Funds, Options, Asset Management, Endowments, Investment Advisory, Series 63, Private Equity, Mutual Funds, Investment Strategies, Institutional...
Education
Bucknell University 1977 — 1981
Bachelor of Science (BS), Economics
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Finance
CENTURY 21 Self Storage Associate January 2002 - Present
CAPTRUST September 2013 - July 2015
Primerica February 2013 - August 2013
Great-West Retirement Services July 2007 - February 2013
Self Employed May 2005 - July 2007
John Hancock Financial May 1999 - May 2005
Skills
Fully bilingual English, Bilingual, fully bilingual spanish, 401k, Defined Benefit, Retirement, Series 7, FINRA, ERISA, Pensions, Mutual Funds, Uniform Combined State..., Retirement Planning, IRAs, Series 24, Investment Advisory, Asset Allocation, Roth IRA, Employee Benefits, Insurance, Financial Services, Wealth Management, Strategic Financial..., Financial Advisory, Investments, Series 6, Series 63, Fixed Annuities, Management, Finance, Risk Management, Life Insurance, Asset Management, Relationship Management, Investment Strategies, Securities, Sales, CRM, Portfolio Management, Retirement Plan..., Alternative Investments, Estate Planning, Customer Service, Investment Management, Leadership, Business Planning, Financial Analysis, Strategic Planning, Defined Contribution, Disability Insurance
Education
Universidad de los Andes (VE) 1992 — 1992
Spanish Language and Literature
Central Methodist College 1987 — 1992
B.A., Political Science
Kemper Military School 1984 — 1987
H.S. Degree, Army JROTC/ROTC
CAPTRUST January 2007 - Present
Fidelity Investments April 1991 - January 2008
SEI November 1978 - April 1991
SEI Investments 1978 - 1991
Education
Susquehanna University 1973 — 1978
BS, Finance, Economics
CAPTRUST
Skills
Public Speaking, Social Media, Microsoft Office, Project Management, Sound, Strategic Planning, Microsoft Excel
Education
Indiana University Bloomington 1978 — 1982
Arthur J. Gallagher & Co. August 2013 - Present
Arthur J. Gallagher & Co. July 2011 - July 2013
New York Life Insurance Company May 2008 - June 2011
CapTrust June 2005 - March 2008
Wachovia, A Wells Fargo Company June 2000 - May 2005
Education
Harvard Business School 1990 — 1992
MBA, Business
University of Michigan 1983 — 1987
BA, Economics
CAPTRUST October 2010 - Present
Education
King's College 1988 — 1992
BS, Finance
Square 1 Bank June 2013 - Present
CAPTRUST May 2012 - August 2012
Skills
Financial Analysis, Investment Property..., Investment Valuation, Entrepreneurial Finance, Business Development, Portfolio Management, Alternative Investments, Captial Budeting, Strategic Planning, Customer Service, Venture Capital, Management, Finance, Account Management, Banking, CRM, Credit Analysis, Start-ups, Entrepreneurship, Financial Modeling
Education
North Carolina State University 2009 — 2013
Bachelor of Science (B.S.) Business Administration, Concentration in Finance
North Carolina State University 2011 — 2013
Bachelor of Science (B.S.) Business Administration, Concentration in Management, Innovation, and Entrepreneurship
North Carolina State University 2009 — 2013
Bachelor of Science (B.S.) Accounting, Minor in Accounting
CAPTRUST March 2010 - Present
Delaware Investments June 2004 - March 2010
Putnam Investments January 2001 - June 2003
Skills
Retirement Planning, Investments, 401k, Financial Services, Series 7, Asset Allocation, Series 63, Investment Advisory, Fiduciary, Mutual Funds, Alternative Investments, Retirement, Non-Qualified Deferred..., Pensions, Defined Benefit, Defined Contribution, 403 b, 457 Plans
Education
Northeastern University
Wissahickon High School
CAPTRUST December 2010 - Present
Holmes Murphy Financial Services April 2006 - December 2010
Great West Retirement Services September 2004 - April 2006
Principal Financial Group November 2002 - September 2004
Skills
Retirement Planning, Qualified Retirement..., Investments, Asset Allocation, Asset Management, Investment Strategies, 401k, Pensions, Non-Qualified Deferred..., 403 b, Finance
Education
MidAmerica Nazarene University 1998 — 2002
Bachelor of Science, Business Administration
CAPTRUST January 2015 - Present
CAPTRUST January 2010 - January 2015
CAPTRUST February 2010 - January 2012
CAPTRUST 2007 - February 2010
Loomis, Sayles, & Co. 1993 - 2004
Loomis, Sayles & Co. 1993 - 1993
Skills
Investments, Asset Management, Mutual Funds, Finance, Series 7
Education
Boston College - Wallace E. Carroll Graduate School of Management 1995 — 1998
MBA, Finance
Colby College 1987 — 1991
BA, German, Education
Universitaet Freiburg 1989 — 1990
JYA, German
Noble and Greenough School
Barry Callebaut January 2015 - Present
Barry Callebaut September 2013 - December 2014
Barry Callebaut July 2012 - September 2013
Marquette Associates March 2010 - April 2012
PepsiCo July 2008 - March 2010
CAPTRUST May 2007 - August 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, SAP CRM, Salesforce.com, InvestorForce, Finance, Investments, Sales, Corporate Finance, Management, Leadership, Budgets, Forecasting, Financial Analysis, Financial Reporting, Pricing, Marketing, PowerPoint
Education
Miami University 2004 — 2008
BS, Finance
CAPTRUST December 2013 - Present
CapTrust December 2010 - December 2013
CapTrust June 2008 - December 2010
Fidelity Investments February 2008 - June 2008
Fidelity Investments August 2007 - February 2008
Fidelity Investments April 2007 - August 2007
Skills
Retirement Planning, 401k, Asset Allocation, Investments, Investment Advisory, Retirement, Mutual Funds, Series 6, Series 63, Wealth Management, Financial Services, Financial Advisory
Education
East Carolina University - College of Business 2002 — 2006
BSBA, Managerial Finance
CAPTRUST May 2015 - Present
CAPTRUST April 2013 - Present
Principal Financial Group May 2007 - April 2013
Skills
Non-Qualified Deferred..., 409A, Consulting, Life Insurance, Retirement Planning, Financial Advisory, Retirement, 401k, Investments, Mutual Funds, Pensions, Employee Benefits, Finance, Defined Benefit
Education
University of North Carolina at Chapel Hill 1996 — 2000
Bachelor of Arts (B.A.), Management
East Carolina University 2001 — 2003
Master of Business Administration (MBA), Business Administration
JPMorgan Chase December 2013 - Present
CapTrust October 2010 - July 2013
Merrill Lynch January 2010 - May 2010
Skills
Analysis, Portfolio Management, Microsoft Word, Investments, Management, Finance, Mutual Funds, Financial Services, Teamwork, Customer Satisfaction, APX (Advanced), Performer (Advanced), Salesgenie, Advanced MS Excel skills, Microsoft Excel
Education
Simmons College 2006 — 2010
Bachelor of Art (BA) in Managerial Finance & Economics GPA 3.65, Managerial Finance/Economics
CapTrust 2008 - Present
Education
Longwood University 2000 — 2004
BA, Anthropology & History
CAPTRUST August 2014 - Present
Aon Investment Consulting January 2001 - August 2014
Arthur Andersen 1996 - 2000
Arthur Andersen 1996 - 2000
Education
Davis and Elkins College
Bachelor of Science, Economics and Management
Georgetown University
Post-Juris Doctor Work
The George Washington University
Juris Doctor
Wells Fargo July 2013 - Present
CAPTRUST May 2012 - April 2013
CAPTRUST May 2012 - August 2012
Citi June 2011 - August 2011
Citi June 2010 - August 2010
Duke University October 2009 - May 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Research, Spanish, Microsoft Word, Public Speaking, Fundraising, Economics, Social Media, Data Analysis, Investments
Education
Duke University 2009 — 2013
Bachelor's degree, Public Policy and Economics minor
Elon University 2009 - Present
CAPTRUST June 2012 - August 2012
Merrill Lynch Wealth Management Branch August 2011 - August 2011
Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan, L.L.P. June 2011 - July 2011
Skills
Microsoft Office
Education
Elon University - Martha and Spencer Love School of Business 2008 — 2013
BSBA, Finance, General
CapTrust May 2011 - Present
CapTrust June 2010 - August 2010
Education
Syracuse University 2008 — 2012
Finance, Entrepreneurship, Management
Cisco July 2015 - Present
Wells Fargo May 2014 - August 2014
CAPTRUST May 2013 - August 2013
Bandwidth.com June 2012 - August 2012
Skills
Market Research, Microsoft Excel, Social Media, Photography, Art, Finance, Microsoft Word, Fitness Training, Footwear, Fashion, Athletic Footwear
Education
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor of Science (BS), Business Administration
Carolina Family Services January 2013 - Present
Abacus Planning Group October 2002 - October 2010
CAPTRUST December 1998 - June 2002
J.E. Wilson Advisors September 1994 - July 1998
Education
Clemson University 2012 — 2013
Master of Education (M.Ed.), Clinical Mental Health Counseling
Clemson University 2012 — 2013
Education Specialist (Ed.S.), Clinical Mental Health Counseling
Cornell University 1990 — 1994
Bachelor of Arts (B.A.), Economics
Martinsville High School 1986 — 1990
Abbot Downing September 2015 - Present
Lynch & Eatman, L.L.P. August 2013 - August 2015
CAPTRUST June 2013 - August 2013
Pope's Dry Cleaners March 2013 - June 2013
The Grimey Gatsby November 2012 - February 2013
Sigma Alpha Epsilon Fraternity August 2011 - May 2012
Skills
Customer Service, Social Media, CRM, Research, Social Networking, Hospitality, People Management, Retail Sales Experience, Conservationist, Friendly Personality, Budgets, Microsoft Word, PowerPoint, Organization, Leadership, Microsoft Excel, Public Speaking, Microsoft Office
Education
Campbell Univeristy, Lundy-Fetterman School of Business 2014 — 2015
Master's Degree, Trust and Wealth Management
Hampden-Sydney College 2008 — 2012
Bachelor of Arts (B.A.), History, Graduated
Towers Watson 2014 - Present
CAPTRUST 2012 - 2014
Currin & Currin 2011 - 2012
Brown-RISD Hillel 2006 - 2008
Skills
Management Consulting, Economics, Business Analysis, Data Analysis, Business Strategy, Due Diligence, Strategic Development, Business Development, Russian, Economic Development, Economic Policy, Macroeconomics, Statistical Data..., Legal Research, Bloomberg Terminal, Investment Consulting, Research, Salesforce.com, Stata, Financial Analysis
Education
Brown University 2006 — 2010
Bachelor's Degree, Economics (Development Analysis)
CAPTRUST 2014 - Present
T. Rowe Price November 2005 - April 2014
Deutsche Asset Management September 2000 - November 2005
FedEx August 1997 - September 2000
Skills
Mutual Funds, 401k, Series 63, Series 6, Retirement
Education
University of Maryland University College 2010 — 2014
Bachelor of Science, Social Science
Anne Arundel Community College 2003 — 2010
Associate of Arts, General Studies
CAPTRUST May 2013 - Present
AUTOBELL Car Wash May 2009 - Present
YMCA of the Triangle May 2008 - August 2008
Skills
Public Speaking, Financial Analysis, Financial Planning, Financial Services, Project Management, PowerPoint
Education
North Carolina State University 2010 — 2015
Bachelor of Science, Finance & Bachelor of Science, Sport Management. Double Major