CapTrust Company

Industry: Company

Description

Founded: 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

Employee
Years
Job
Industry
Greg Middleton Greg Middleton Raleigh-Durham, North Carolina Area Details
Greg Middleton's CapTrust Experience December 2014 - Present
Job Director, Advisor Support Group
Industry Financial Services
Experience
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

Laura Reinke Laura Reinke Raleigh-Durham, North Carolina Area Details
Laura Reinke's CapTrust Experience May 2007 - August 2007
Job Assistant Vice President/Institutional Advisor at First Citizens Bank
Industry Financial Services
Experience
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

Christina Baker Christina Baker Beaufort, North Carolina Details
Christina Baker's CapTrust Experience January 2012 - September 2014
Job Beaufort Linen Company
Industry Textiles
Experience
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

Meghan Drake Meghan Drake Raleigh-Durham, North Carolina Area Details
Meghan Drake's CapTrust Experience October 2014 - Present
Job Business Analyst
Industry Financial Services
Experience
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

Teri Parker CFP®, Teri Parker CFP®, Greater Los Angeles Area Details
Teri Parker CFP®,'s CapTrust Experience June 2014 - Present
Job Vice President | CAPTRUST
Industry Financial Services
Experience
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

Christopher Zinn Christopher Zinn Charlotte, NC Details
Christopher Zinn's CapTrust Experience May 2014 — August 2014
Job Client Analyst
Industry Financial Services
Experience
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

Dan DiGiacomo Dan DiGiacomo Orlando, Florida Area Details
Dan DiGiacomo's CapTrust Experience March 2010 - Present
Job Senior Vice President, Financial Advisor at CAPTRUST
Industry Financial Services
Experience
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

Holly Hodges Holly Hodges Raleigh-Durham, North Carolina Area Details
Holly Hodges's CapTrust Experience July 2013 - Present
Job Senior Associate, Human Resources at CAPTRUST
Industry Photography
Experience
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

Shawn Pacanowski, CIMA® Shawn Pacanowski, CIMA® Greater Grand Rapids, Michigan Area Details
Shawn Pacanowski, CIMA®'s CapTrust Experience February 2003 - Present
Job Consultant / Partner at CapTrust
Industry Investment Management
Experience
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

Nick Waring Nick Waring Washington D.C. Metro Area Details
Nick Waring's CapTrust Experience May 2012 - May 2012
Job Student at Georgetown University
Industry
Experience
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

Brandon Aber Brandon Aber Raleigh-Durham, North Carolina Area Details
Brandon Aber's CapTrust Experience January 2015 - Present
Job Associate, Participant Advisory Services at CAPTRUST
Industry Financial Services
Experience
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

Mark Goodson Mark Goodson Charlotte, North Carolina Area Details
Mark Goodson's CapTrust Experience 1998 - 1999
Job Owner at Accounting Professionals
Industry Capital Markets
Experience
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

Wes Collins Wes Collins Raleigh, North Carolina Details
Wes Collins's CapTrust Experience January 2014 - Present
Job Manager, Participant Advice Services at CAPTRUST
Industry Financial Services
Experience
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

Timothy David Ellis II Timothy David Ellis II Charlotte, North Carolina Details
Timothy David Ellis II's CapTrust Experience May 2012 - August 2012
Job Investment Administrator
Industry Financial Services
Experience
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

Lisa Tobey Lisa Tobey Greater Minneapolis-St. Paul Area Details
Lisa Tobey's CapTrust Experience October 2014 - Present
Job Financial Advisor Relationship Manager at CAPTRUST
Industry Investment Management
Experience
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

Wat Keys Wat Keys Raleigh-Durham, North Carolina Area Details
Wat Keys's CapTrust Experience December 2014 - Present
Job VP/Financial Advisor at CAPTRUST
Industry Financial Services
Experience
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

Andrew Shafer Andrew Shafer Princeton, New Jersey Details
Andrew Shafer's CapTrust Experience May 2012 - January 2013
Job Student at Princeton University
Industry Financial Services
Experience
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

Pamela Popp Pamela Popp Kansas City, Missouri Area Details
Pamela Popp's CapTrust Experience February 2012 - August 2014
Job President Lockton Retirement Services
Industry Financial Services
Experience
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

Eric Green, MBA Eric Green, MBA Charlotte, North Carolina Details
Eric Green, MBA's CapTrust Experience May 2014 - August 2014
Job Investment Professional
Industry Financial Services
Experience
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

Michael Broderick Michael Broderick Raleigh, North Carolina Details
Michael Broderick's CapTrust Experience October 2015 - Present
Job Marketing Associate at CAPTRUST
Industry Financial Services
Experience
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

Harrison Gillette Harrison Gillette Raleigh, North Carolina Details
Harrison Gillette's CapTrust Experience June 2012 - July 2012
Job Student at Appalachian State University
Industry Financial Services
Experience
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

Jennifer Mastrapasqua Jennifer Mastrapasqua Raleigh-Durham, North Carolina Area Details
Jennifer Mastrapasqua's CapTrust Experience 2010 - Present
Job Marketing Manager at CAPTRUST
Industry Investment Management
Experience
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

Aaron Tove-White Aaron Tove-White Raleigh-Durham, North Carolina Area Details
Aaron Tove-White's CapTrust Experience March 2011 - Present
Job Senior Associate, Investment Research at CAPTRUST
Industry Financial Services
Experience
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

Jeremy Altfeder, CFP® Jeremy Altfeder, CFP® Raleigh-Durham, North Carolina Area Details
Jeremy Altfeder, CFP®'s CapTrust Experience June 2008 - Present
Job Senior Client Management Consultant at CAPTRUST
Industry Financial Services
Experience
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

Ian Castrovinci Ian Castrovinci Scottsdale, Arizona Details
Ian Castrovinci's CapTrust Experience May 2011 - August 2011
Job Senior Treasury Analyst at Apollo Education Group
Industry Internet
Experience
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

Paul Schaffer, AIF® Paul Schaffer, AIF® Greater Philadelphia Area Details
Paul Schaffer, AIF®'s CapTrust Experience January 2007 - Present
Job Vice President at CAPTRUST Financial Advisors
Industry Financial Services
Experience
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

James Stenstrom James Stenstrom Raleigh-Durham, North Carolina Area Details
James Stenstrom's CapTrust Experience September 2009 - Present
Job Manager | Investment Research at CAPTRUST
Industry Financial Services
Experience
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

Barry Schmitt Barry Schmitt Richmond, Virginia Area Details
Barry Schmitt's CapTrust Experience December 2005 - January 2009
Job Senior Vice President, Financial Advisor at CAPTRUST
Industry Investment Management
Experience
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

Travis Whitten Travis Whitten Dallas/Fort Worth Area Details
Travis Whitten's CapTrust Experience June 2011 - Present
Job Vice President at CAPTRUST
Industry Investment Management
Experience
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

Brian McCormack, CFP Brian McCormack, CFP Wilmington, North Carolina Area Details
Brian McCormack, CFP's CapTrust Experience January 2012 - March 2013
Job Institutional Advisory Services at First Citizens Bank
Industry Financial Services
Experience
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

Erica Mishra Erica Mishra Raleigh-Durham, North Carolina Area Details
Erica Mishra's CapTrust Experience June 2011 - Present
Job Senior Associate, Advisor Support at CAPTRUST
Industry Financial Services
Experience
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)

Peter Szklarz Peter Szklarz Cleveland/Akron, Ohio Area Details
Peter Szklarz's CapTrust Experience April 2011 - September 2012
Job Investment Services at PNC
Industry Financial Services
Experience
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

Brandon Martineson Brandon Martineson Raleigh, North Carolina Details
Brandon Martineson's CapTrust Experience January 2014 - Present
Job Associate, NonQualified Executive Benefits at CAPTRUST Financial Advisors
Industry Financial Services
Experience
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

Peter Ruffel Peter Ruffel Raleigh, North Carolina Details
Peter Ruffel's CapTrust Experience April 2012 - Present
Job Client Management Consultant at CAPTRUST
Industry Financial Services
Experience
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

Brendon B. Johnson Brendon B. Johnson Greater Grand Rapids, Michigan Area Details
Brendon B. Johnson's CapTrust Experience January 2013 - Present
Job Relationship Manager at CapTrust
Industry Investment Management
Experience
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

William Bryan Blair, CFP® William Bryan Blair, CFP® Charlotte, North Carolina Details
William Bryan Blair, CFP®'s CapTrust Experience April 2015 - Present
Job Client Management Specialist at CAPTRUST
Industry Financial Services
Experience
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

Elmer Denman Elmer Denman Cary, North Carolina Details
Elmer Denman's CapTrust Experience May 2012 - Present
Job Senior Associate, Application Development
Industry Computer Software
Experience
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

Wes Schantz Wes Schantz Bethlehem, Pennsylvania Details
Wes Schantz's CapTrust Experience August 2015 - Present
Job Principal | Financial Advisor at CAPTRUST
Industry Financial Services
Experience
CAPTRUST   August 2015 - Present
MFP Strategies  2001 - August 2015

Education
Lehigh University
Bachelor's degree, Business

The Hill School

Brent J. Hartman Brent J. Hartman Raleigh, North Carolina Details
Brent J. Hartman's CapTrust Experience 2012 - Present
Job Senior Manager | Investment Research at CAPTRUST
Industry Investment Management
Experience
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

Jeremy Chaffin Jeremy Chaffin Greater Detroit Area Details
Jeremy Chaffin's CapTrust Experience August 2014 - November 2014
Job Business System Development at Ally Financial Inc.
Industry Information Technology and Services
Experience
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

Alysia Tacinelli Alysia Tacinelli Raleigh, North Carolina Details
Alysia Tacinelli's CapTrust Experience February 2014 - Present
Job at
Industry Financial Services
Experience
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

Allison Hubbell Allison Hubbell Raleigh-Durham, North Carolina Area Details
Allison Hubbell's CapTrust Experience July 2006 - Present
Job Team Leader, Wealth Client Service
Industry Investment Management
Experience
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

Gina Eggers Gina Eggers Wausau, Wisconsin Area Details
Gina Eggers's CapTrust Experience March 2013 - July 2014
Job Retirement Plan Relationship Manager at Associated Bank
Industry Financial Services
Experience
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

Phillip Pounds Phillip Pounds Charleston, South Carolina Area Details
Phillip Pounds's CapTrust Experience May 2013 - August 2014
Job Director of Client Experience
Industry Financial Services
Experience
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

Paul Owen Paul Owen Birmingham, Alabama Area Details
Paul Owen's CapTrust Experience 2008 - Present
Job SVP, Financial Advisor at CAPTRUST
Industry Financial Services
Experience
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

Matthew Brinton Matthew Brinton Raleigh, North Carolina Details
Matthew Brinton's CapTrust Experience July 2011 - August 2012
Job Performance Analyst at Abbot Downing
Industry Investment Management
Experience
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

Casey High Casey High Raleigh, North Carolina Details
Casey High's CapTrust Experience January 2014 - Present
Job Senior Associate, Investment Research at CAPTRUST
Industry Financial Services
Experience
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

Chris Ganzon Chris Ganzon Raleigh, North Carolina Details
Chris Ganzon's CapTrust Experience May 2012 - August 2012
Job Audit Associate at KPMG US
Industry Accounting
Experience
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

Doug Shiveler Doug Shiveler Raleigh-Durham, North Carolina Area Details
Doug Shiveler's CapTrust Experience August 2007 - January 2008
Job Territory Manager at Olympus
Industry Medical Devices
Experience
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

Scott Matheson, CFA, CPA Scott Matheson, CFA, CPA Durham, North Carolina Details
Scott Matheson, CFA, CPA's CapTrust Experience 2007 - Present
Job Senior Director, Defined Contribution Practice Leader at CAPTRUST
Industry Investment Management
Experience
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

Tyler Van Horn Tyler Van Horn Raleigh, North Carolina Details
Tyler Van Horn's CapTrust Experience May 2015 - Present
Job Investment Research Intern at CAPTRUST
Industry Financial Services
Experience
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

Bryan Lewis, MSAC Bryan Lewis, MSAC Raleigh, North Carolina Details
Bryan Lewis, MSAC's CapTrust Experience November 2013 - Present
Job Senior Client Management Consultant
Industry Financial Services
Experience
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

Matthew Patrick Matthew Patrick Chapel Hill, North Carolina Details
Matthew Patrick's CapTrust Experience July 2014 - Present
Job Associate, Investment Research at CAPTRUST
Industry Financial Services
Experience
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

Eric Eymann Eric Eymann Raleigh, North Carolina Details
Eric Eymann's CapTrust Experience November 2012 - Present
Job Vice President | Financial Advisor at CAPTRUST
Industry Financial Services
Experience
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

Daniel DiSciullo Daniel DiSciullo Charlotte, North Carolina Area Details
Daniel DiSciullo's CapTrust Experience September 2011 - June 2013
Job TIAA CREF
Industry Financial Services
Experience
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

Kyle Tucker Kyle Tucker United States Details
Kyle Tucker's CapTrust Experience June 2007 - Present
Job Financial Advisor at CAPTRUST
Industry
Experience
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

James Valmonte, CFP®, AIF® James Valmonte, CFP®, AIF® Greater Los Angeles Area Details
James Valmonte, CFP®, AIF®'s CapTrust Experience June 2014 - Present
Job Vice President | Financial Advisor at CAPTRUST
Industry Financial Services
Experience
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

Reed McCoy Reed McCoy Denver, Colorado Details
Reed McCoy's CapTrust Experience July 2013 - Present
Job Associate, Professional Services at CAPTRUST
Industry Financial Services
Experience
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

Jon E. Strickland Jon E. Strickland Raleigh-Durham, North Carolina Area Details
Jon E. Strickland's CapTrust Experience January 2004 - Present
Job Senior Vice President, Financial Advisor at CAPTRUST
Industry Financial Services
Experience
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

Karen Mikki Monroe Karen Mikki Monroe Raleigh, North Carolina Details
Karen Mikki Monroe's CapTrust Experience September 2009 - Present
Job Independent Beauty Consultant with Mary Kay Inc.
Industry Investment Management
Experience
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

Shane Bird Shane Bird Charlotte, North Carolina Details
Shane Bird's CapTrust Experience May 2013 - August 2013
Job Account Manager at The Select Group
Industry Staffing and Recruiting
Experience
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

Jake Connors, AIF® Jake Connors, AIF® Raleigh, North Carolina Details
Jake Connors, AIF®'s CapTrust Experience February 2008 - September 2014
Job Institutional Retirement Plan Consultant
Industry Financial Services
Experience
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

Sabrina Benbassat Sabrina Benbassat Wilmington, North Carolina Area Details
Sabrina Benbassat's CapTrust Experience June 2013 - December 2013
Job Business Advisory Group Healthcare Director at Live Oak Bank
Industry Financial Services
Experience
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

Jonathan Autry Jonathan Autry Raleigh-Durham, North Carolina Area Details
Jonathan Autry's CapTrust Experience February 2013 - Present
Job Investment Research Associate at CAPTRUST
Industry Investment Management
Experience
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

Shaila Gupta Shaila Gupta Raleigh-Durham, North Carolina Area Details
Shaila Gupta's CapTrust Experience May 2014 - Present
Job President at Alpha Kappa Psi Lambda Omicron Chapter | Marketing Assistant at CAPTRUST
Industry Marketing and Advertising
Experience
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

Kevin Fieldman Kevin Fieldman Greater Chicago Area Details
Kevin Fieldman's CapTrust Experience July 2015 - Present
Job Senior Manager Investment Research CAPTRUST Financial Advisors
Industry Financial Services
Experience
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

Ryan Leach Ryan Leach Raleigh, North Carolina Details
Ryan Leach's CapTrust Experience August 2015 - Present
Job Financial Advisor at CAPTRUST
Industry Financial Services
Experience
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

Miller Robins Miller Robins Raleigh, North Carolina Details
Miller Robins's CapTrust Experience June 2013 - Present
Job Senior Associate, Investment Research at CAPTRUST
Industry Investment Management
Experience
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

John Davenport, CFA John Davenport, CFA Greater New York City Area Details
John Davenport, CFA's CapTrust Experience September 2012 - Present
Job Vice President, Financial Advisor at CAPTRUST
Industry Financial Services
Experience
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

Evan Holmes, CFA Evan Holmes, CFA Minneapolis, Minnesota Details
Evan Holmes, CFA's CapTrust Experience October 2014 - Present
Job Financial Advisor Relationship Manager at CAPTRUST
Industry Investment Management
Experience
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

T. Brandon Carey, III T. Brandon Carey, III Raleigh-Durham, North Carolina Area Details
T. Brandon Carey, III's CapTrust Experience February 2014 - Present
Job Associate Equities Analyst, Investment Research at CAPTRUST
Industry Financial Services
Experience
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

Brad Brumbaugh, CBA, CMEA Brad Brumbaugh, CBA, CMEA Denver, Colorado Details
Brad Brumbaugh, CBA, CMEA's CapTrust Experience May 2011 - August 2011
Job Healthcare Valuations at Berkeley Research Group LLC
Industry Financial Services
Experience
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

Ernest Liebre Ernest Liebre Greater New York City Area Details
Ernest Liebre's CapTrust Experience July 2013 - Present
Job SVP Financial Analyst At CAPTRUST
Industry Investment Management
Experience
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

Clay Matthews Clay Matthews Raleigh-Durham, North Carolina Area Details
Clay Matthews's CapTrust Experience October 2014 - Present
Job Retirement Counselor at CAPTRUST
Industry Financial Services
Experience
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

Lori Dillingham, QKA, QPA Lori Dillingham, QKA, QPA Greater Detroit Area Details
Lori Dillingham, QKA, QPA's CapTrust Experience January 2013 - Present
Job Director of Retirement Plan Operations at CAPTRUST
Industry Financial Services
Experience
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

Rita Kiesler Rita Kiesler Raleigh-Durham, North Carolina Area Details
Rita Kiesler's CapTrust Experience January 2014 - Present
Job Manager, Retirement Plan Services at CAPTRUST
Industry Investment Management
Experience
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

Nicole Parker, CAIA Nicole Parker, CAIA New York, New York Details
Nicole Parker, CAIA's CapTrust Experience 2001 - 2004
Job Vice President, Alternative Investments at Goldman Sachs
Industry Investment Management
Experience
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

Jennifer Dimitri Jennifer Dimitri Durham, North Carolina Details
Jennifer Dimitri's CapTrust Experience May 2004 - July 2008
Job Associate Director, Compliance at DUMAC, Inc.
Industry Financial Services
Experience
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

Adam Cork Adam Cork Raleigh, North Carolina Details
Adam Cork's CapTrust Experience July 2007 - Present
Job Senior Client Management Consultant
Industry Financial Services
Experience
CAPTRUST   July 2007 - Present

Education
Suffolk University
Bachelor of Science (B.S.), Business Administration and Management, General

Joshua Seligson Joshua Seligson Raleigh-Durham, North Carolina Area Details
Joshua Seligson's CapTrust Experience January 2014 - Present
Job Client Management Associate
Industry Management Consulting
Experience
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

Gregory Delage Gregory Delage Raleigh, North Carolina Details
Gregory Delage's CapTrust Experience November 2013 - Present
Job Sr. Manager ay CAPTRUST Financial Advisors
Industry Financial Services
Experience
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

Marcus Lockamy Marcus Lockamy Raleigh-Durham, North Carolina Area Details
Marcus Lockamy's CapTrust Experience May 2008 - August 2008
Job Senior Associate at Ernst & Young
Industry Accounting
Experience
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

Karen Denise Karen Denise Raleigh-Durham, North Carolina Area Details
Karen Denise's CapTrust Experience June 2013 - Present
Job Senior Manager, Wealth Operations at CAPTRUST
Industry Financial Services
Experience
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

Channie Thornton Channie Thornton Raleigh-Durham, North Carolina Area Details
Channie Thornton's CapTrust Experience September 2011 - October 2012
Job Programmer Team Lead at Measurement Inc
Industry Education Management
Experience
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

Cheryl Stough QKA Cheryl Stough QKA Auburn Hills, Michigan Details
Cheryl Stough QKA's CapTrust Experience October 2013 - Present
Job Qualified 401(k) Administrator
Industry Human Resources
Experience
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

Kevin Graves Kevin Graves Charlotte, North Carolina Details
Kevin Graves's CapTrust Experience January 2011 - May 2011
Job AssetBacked Finance; Mortgage Finance at Wells Fargo Securities
Industry Investment Banking
Experience
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

William Baskervill William Baskervill Raleigh-Durham, North Carolina Area Details
William Baskervill's CapTrust Experience January 2006 - February 2007
Job Sr. Financial Analyst, Commissions at Time Warner Cable
Industry Sports
Experience
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

Christian Wood Christian Wood Wilmington, North Carolina Area Details
Christian Wood's CapTrust Experience June 2010 - July 2010
Job Investment Research Analyst at Pathfinder Wealth Consulting
Industry Financial Services
Experience
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

Reaves Greer, CFA Reaves Greer, CFA Raleigh-Durham, North Carolina Area Details
Reaves Greer, CFA's CapTrust Experience October 2012 - November 2013
Job Portfolio Manager Associate at US Trust
Industry Financial Services
Experience
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

Becky Cunningham Becky Cunningham Raleigh, North Carolina Details
Becky Cunningham's CapTrust Experience 2000 - 2004
Job Teaching Assistant at St. Mark's UMC Preschool
Industry Civic & Social Organization
Experience
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

Danny Summerlin Danny Summerlin Raleigh-Durham, North Carolina Area Details
Danny Summerlin's CapTrust Experience 2006 - Present
Job Investment Advisor at CAPTRUST
Industry Investment Management
Experience
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

David Hatter David Hatter Greater Atlanta Area Details
David Hatter's CapTrust Experience 2003 - 2005
Job Employee Benefits and Wealth Management
Industry Financial Services
Experience
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

Charlie MacBain Charlie MacBain Raleigh-Durham, North Carolina Area Details
Charlie MacBain's CapTrust Experience January 2014 - Present
Job Associate, Investment Research at CAPTRUST
Industry Financial Services
Experience
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

Austin Donnald Austin Donnald Raleigh, North Carolina Details
Austin Donnald's CapTrust Experience July 2015 - Present
Job Associate, Investment Research CAPTRUST Financial Advisors
Industry Financial Services
Experience
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

Jeffrey R. (Jeff) Rockwell - High Jeffrey R. (Jeff) Rockwell - High Raleigh-Durham, North Carolina Area Details
Jeffrey R. (Jeff) Rockwell - High's CapTrust Experience 2014 - 2015
Job Senior Manager Fair Value Measurements
Industry Financial Services
Experience
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

Tiffany LeFave Tiffany LeFave Sunnyvale, California Details
Tiffany LeFave's CapTrust Experience February 2007 - August 2007
Job Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
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

Eric Freedman Eric Freedman Raleigh-Durham, North Carolina Area Details
Eric Freedman's CapTrust Experience June 2006 - Present
Job Managing Director, Chief Investment Officer at CAPTRUST
Industry Financial Services
Experience
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

Vic Bell Vic Bell Greater Atlanta Area Details
Vic Bell's CapTrust Experience 2005 - Present
Job Managing Principal at CAPTRUST
Industry Investment Management
Experience
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

Debbie Basch Debbie Basch Greater Los Angeles Area Details
Debbie Basch's CapTrust Experience July 2012 - Present
Job Financial Advisor, Relationship Manager at CAPTRUST Financial Advisors
Industry Financial Services
Experience
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

Cameron Coley Cameron Coley Raleigh, North Carolina Details
Cameron Coley's CapTrust Experience June 2010 - April 2011
Job Business Development at Plexus Capital, LLC
Industry Venture Capital & Private Equity
Experience
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

Bob Auditore Bob Auditore Greater Boston Area Details
Bob Auditore's CapTrust Experience August 2012 - Present
Job Vice President
Industry Financial Services
Experience
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

Brooke Somers (Davidson) Brooke Somers (Davidson) Raleigh-Durham, North Carolina Area Details
Brooke Somers (Davidson)'s CapTrust Experience June 1999 - June 2003
Job Stay at home parent
Industry Investment Management
Experience
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

Ellen Shaer Ellen Shaer Greater New York City Area Details
Ellen Shaer's CapTrust Experience 2013 - Present
Job Senior Manager at CAPTRUST
Industry Financial Services
Experience
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

Ryan Laderer, AIF(r) Ryan Laderer, AIF(r) Charlotte, North Carolina Area Details
Ryan Laderer, AIF(r)'s CapTrust Experience January 2006 - February 2011
Job Sr. Associate Defined Contribution Advisors at Mercer
Industry Financial Services
Experience
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

Beryl Ball Beryl Ball Richmond, Virginia Area Details
Beryl Ball's CapTrust Experience 2008 - Present
Job Vice President, Financial Advisor at CAPTRUST Financial Advisors
Industry Financial Services
Experience
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

Ellen Crowley Ellen Crowley Raleigh-Durham, North Carolina Area Details
Ellen Crowley's CapTrust Experience December 2007 - May 2008
Job VP, Financial Advisor at Captrust Financial Advisors
Industry Financial Services
Experience
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

Laurie Vamos Laurie Vamos Greater Detroit Area Details
Laurie Vamos's CapTrust Experience January 2013 - Present
Job Team Leader, Participant Call Center at CAPTRUST
Industry Financial Services
Experience
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

Kevin Beard, CFA Kevin Beard, CFA Greater Los Angeles Area Details
Kevin Beard, CFA's CapTrust Experience August 2010 - January 2013
Job Venture Banker at Square 1 Bank
Industry Venture Capital & Private Equity
Experience
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

Rick Shoff Rick Shoff Greater Philadelphia Area Details
Rick Shoff's CapTrust Experience January 2006 - Present
Job Managing Director at CAPTRUST
Industry Financial Services
Experience
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

Denise Buchanan Denise Buchanan Raleigh-Durham, North Carolina Area Details
Denise Buchanan's CapTrust Experience 2003 - Present
Job Chief Compliance Officer at CAPTRUST Financial Advisors
Industry Investment Management
Experience
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

Bruce Graham Bruce Graham Greater New York City Area Details
Bruce Graham's CapTrust Experience September 2013 - Present
Job Vice President, Financial Advisor at CAPTRUST
Industry Financial Services
Experience
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

Ray Shackelford Ray Shackelford Deerfield Beach, Florida Details
Ray Shackelford's CapTrust Experience September 2013 - July 2015
Job Associate & CoOwner 21st Century Storage
Industry Financial Services
Experience
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

Dave Liebrock Dave Liebrock Greater Boston Area Details
Dave Liebrock's CapTrust Experience January 2007 - Present
Job VP at CapTrust Financial Advisors
Industry Financial Services
Experience
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

Linda Mcbrayer Linda Mcbrayer Raleigh-Durham, North Carolina Area Details
Linda Mcbrayer's CapTrust Experience
Job Meeting Planner/ Administrative Associate at CAPTRUST
Industry Financial Services
Experience
CAPTRUST  

Skills
Public Speaking, Social Media, Microsoft Office, Project Management, Sound, Strategic Planning, Microsoft Excel

Education
Indiana University Bloomington   1978 — 1982

Bill Kline Bill Kline Raleigh-Durham, North Carolina Area Details
Bill Kline's CapTrust Experience June 2005 - March 2008
Job National Practice Leader (Retirement Services) at Arthur J. Gallagher & Co.
Industry Financial Services
Experience
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

Jeff Loehwing Jeff Loehwing Greater New York City Area Details
Jeff Loehwing's CapTrust Experience October 2010 - Present
Job Vice President Financial Advisor
Industry Financial Services
Experience
CAPTRUST   October 2010 - Present

Education
King's College   1988 — 1992
BS, Finance

Daniel Walser Daniel Walser Raleigh-Durham, North Carolina Area Details
Daniel Walser's CapTrust Experience May 2012 - August 2012
Job Square 1 Bank Venture Capital Banking
Industry Venture Capital & Private Equity
Experience
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

Christopher Kulick, CIMA Christopher Kulick, CIMA Greater Philadelphia Area Details
Christopher Kulick, CIMA's CapTrust Experience March 2010 - Present
Job VP, Financial Advisor at CAPTRUST
Industry Financial Services
Experience
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

Andrew Shimp Andrew Shimp Des Moines, Iowa Area Details
Andrew Shimp's CapTrust Experience December 2010 - Present
Job Vice President at CAPTRUST Financial Advisors
Industry Investment Management
Experience
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

Abigail Russell Abigail Russell Raleigh, North Carolina Details
Abigail Russell's CapTrust Experience January 2015 - Present
Job
Industry Financial Services
Experience
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

Shandon Carlson Shandon Carlson Greater Chicago Area Details
Shandon Carlson's CapTrust Experience May 2007 - August 2007
Job Sales Operations Manager at Barry Callebaut
Industry Food Production
Experience
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

Dale Delserone Dale Delserone Raleigh-Durham, North Carolina Area Details
Dale Delserone's CapTrust Experience December 2013 - Present
Job Senior Financial Consultant at CAPTRUST
Industry Financial Services
Experience
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

Danny Lowe Danny Lowe Raleigh-Durham, North Carolina Area Details
Danny Lowe's CapTrust Experience May 2015 - Present
Job Financial Advisor Relationship Manager at CAPTRUST
Industry Financial Services
Experience
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

Lamis Nahas Lamis Nahas Greater New York City Area Details
Lamis Nahas's CapTrust Experience October 2010 - July 2013
Job Investment & Performance Reporting Analyst
Industry Financial Services
Experience
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

Kathleen DeHart Kathleen DeHart Raleigh-Durham, North Carolina Area Details
Kathleen DeHart's CapTrust Experience 2008 - Present
Job Administrative Professional
Industry Financial Services
Experience
CapTrust   2008 - Present

Education
Longwood University   2000 — 2004
BA, Anthropology & History

Drew McCorkle Drew McCorkle Greater Atlanta Area Details
Drew McCorkle's CapTrust Experience August 2014 - Present
Job Vice President, Financial Advisor at CAPTRUST
Industry Investment Management
Experience
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

Marissa Meir Marissa Meir Charlotte, North Carolina Details
Marissa Meir's CapTrust Experience May 2012 - April 2013
Job Implementation Associate at Wells Fargo
Industry Banking
Experience
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

Byron Kirkland Byron Kirkland Elon, North Carolina Details
Byron Kirkland's CapTrust Experience June 2012 - August 2012
Job Student at Elon University School
Industry Higher Education
Experience
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

Joseph Schmoll Joseph Schmoll Syracuse, New York Area Details
Joseph Schmoll's CapTrust Experience May 2011 - Present
Job Advisor Support Group Intern at CapTrust
Industry Financial Services
Experience
CapTrust   May 2011 - Present
CapTrust   June 2010 - August 2010

Education
Syracuse University   2008 — 2012
Finance, Entrepreneurship, Management

Ben Sawchak Ben Sawchak Austin, Texas Details
Ben Sawchak's CapTrust Experience May 2013 - August 2013
Job Business and Technology Consultant at Cisco
Industry Management Consulting
Experience
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

Bart Valley, M.Ed., Ed.S., NCC Bart Valley, M.Ed., Ed.S., NCC Greenville, South Carolina Area Details
Bart Valley, M.Ed., Ed.S., NCC's CapTrust Experience December 1998 - June 2002
Job Therapist at Carolina Family Services
Industry Mental Health Care
Experience
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

Robert Pully Robert Pully West Palm Beach, Florida Details
Robert Pully's CapTrust Experience June 2013 - August 2013
Job Client Service Consultant at Abbot Downing
Industry Banking
Experience
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

Katherine Richard Katherine Richard New York, New York Details
Katherine Richard's CapTrust Experience 2012 - 2014
Job Business Development Associate
Industry Management Consulting
Experience
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)

Sonya Glenn Sonya Glenn Pasadena, Maryland Details
Sonya Glenn's CapTrust Experience 2014 - Present
Job Lead Retirement Plan Coordinator at T. Rowe Price
Industry Investment Management
Experience
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

Dustin Hatcher Dustin Hatcher Raleigh, North Carolina Details
Dustin Hatcher's CapTrust Experience May 2013 - Present
Job Intern Business Operations Group at CAPTRUST
Industry Investment Management
Experience
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

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