Davenport & Company LLC
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Davenport & Company LLC Employees
Employee
Years
Job
Industry
John Zampolin John Zampolin's Davenport & Company LLC Experience 1990 - 1997
Job Sr Vice President/Institutional Equity Sales
Industry Investment Banking
Experience
BB&T Capital Markets April 1997 - Present
Davenport & Company LLC 1990 - 1997
Wheat First Securities 1985 - 1990
Bear Stearns & Co 1982 - 1985
Skills
Equities, Capital Markets, Equity Research, Bloomberg, Hedge Funds, Equity Sales, Institutional, Equity Trading, Institutional Sales, Institutional...
Education
New York University
Economics
BB&T Capital Markets April 1997 - Present
Davenport & Company LLC 1990 - 1997
Wheat First Securities 1985 - 1990
Bear Stearns & Co 1982 - 1985
Skills
Equities, Capital Markets, Equity Research, Bloomberg, Hedge Funds, Equity Sales, Institutional, Equity Trading, Institutional Sales, Institutional...
Education
New York University
Economics
Rick Looney Rick Looney's Davenport & Company LLC Experience 2002 - Present
Job Fixed Income Sales at Davenport & Company LLC
Industry Financial Services
Experience
Davenport & Company LLC 2002 - Present
Wachovia Securities Financial Network 1993 - 2002
Skills
Series 7, Series 63, Fixed Income, Securities, Investments, Portfolio Management, Equities, Bonds, Capital Markets, Bloomberg, Asset Management, Mutual Funds, Wealth Management, Hedge Funds, Derivatives
Education
Florida State University 1987 — 1991
Business, Management, Marketing, and Related Support Services
Lehigh University 1991 — 1991
Master of Business Administration (MBA)
Davenport & Company LLC 2002 - Present
Wachovia Securities Financial Network 1993 - 2002
Skills
Series 7, Series 63, Fixed Income, Securities, Investments, Portfolio Management, Equities, Bonds, Capital Markets, Bloomberg, Asset Management, Mutual Funds, Wealth Management, Hedge Funds, Derivatives
Education
Florida State University 1987 — 1991
Business, Management, Marketing, and Related Support Services
Lehigh University 1991 — 1991
Master of Business Administration (MBA)
Evan Schmidt's Davenport & Company LLC Experience February 2015 - Present
Job Client Services Floater at Davenport & Company LLC
Industry
Experience
Davenport & Company LLC February 2015 - Present
Merchant Capital July 2014 - November 2014
24 Communications May 2013 - August 2013
Centerpoint Fellowship Church May 2012 - August 2012
Centerpoint Fellowship Church May 2011 - August 2011
Skills
Social Media, PowerPoint, Public Speaking, Microsoft Excel, Microsoft Word, Event Planning, Social Networking, Research, Leadership, Teamwork, Facebook
Education
Furman University 2010 — 2014
Bachelor's Degree, Business Administration, Spanish Literature
Pontificia Universidad Católica de Chile 2013 — 2013
Spanish Language and Literature
Davenport & Company LLC February 2015 - Present
Merchant Capital July 2014 - November 2014
24 Communications May 2013 - August 2013
Centerpoint Fellowship Church May 2012 - August 2012
Centerpoint Fellowship Church May 2011 - August 2011
Skills
Social Media, PowerPoint, Public Speaking, Microsoft Excel, Microsoft Word, Event Planning, Social Networking, Research, Leadership, Teamwork, Facebook
Education
Furman University 2010 — 2014
Bachelor's Degree, Business Administration, Spanish Literature
Pontificia Universidad Católica de Chile 2013 — 2013
Spanish Language and Literature
John Waechter John Waechter's Davenport & Company LLC Experience 2000 - 2004
Job Construction Services @ Loughridge & Company, LLC
Industry Construction
Experience
Loughridge & Company, LLC July 2008 - Present
Oyster Company of Virginia December 2012 - Present
KBS, Inc. 2004 - 2008
Davenport & Company LLC 2000 - 2004
Skills
Project Management, Business Development, Budgets, Construction, Contract Management, Project Planning, Construction Management, Process Scheduler, Contract Negotiation, Negotiation, Nutrient Mitigation, Sustainable Business, Strategic Partnerships, Program Management, LEED, Renovation, Project Estimation, Strategic Planning, Contractors, Team Building, Management, Value Engineering
Education
James Madison University 1996 — 2000
BA, History
Loughridge & Company, LLC July 2008 - Present
Oyster Company of Virginia December 2012 - Present
KBS, Inc. 2004 - 2008
Davenport & Company LLC 2000 - 2004
Skills
Project Management, Business Development, Budgets, Construction, Contract Management, Project Planning, Construction Management, Process Scheduler, Contract Negotiation, Negotiation, Nutrient Mitigation, Sustainable Business, Strategic Partnerships, Program Management, LEED, Renovation, Project Estimation, Strategic Planning, Contractors, Team Building, Management, Value Engineering
Education
James Madison University 1996 — 2000
BA, History
Evan Moog Evan Moog's Davenport & Company LLC Experience May 2014 - Present
Job Employee at Davenport & Company LLC
Industry Financial Services
Experience
Davenport & Company LLC May 2014 - Present
Northwestern Mutual January 2014 - March 2014
Davenport & Company LLC May 2011 - August 2013
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, Finance, Investments, Microsoft Office, Corporate Finance, PowerPoint, Accounting, Microsoft Word, Customer Service, Bloomberg, Teamwork, Valuation, Banking, Financial Accounting, Financial Reporting, Portfolio Management, Economics, Time Management
Education
Christopher Newport University 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
Davenport & Company LLC May 2014 - Present
Northwestern Mutual January 2014 - March 2014
Davenport & Company LLC May 2011 - August 2013
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, Finance, Investments, Microsoft Office, Corporate Finance, PowerPoint, Accounting, Microsoft Word, Customer Service, Bloomberg, Teamwork, Valuation, Banking, Financial Accounting, Financial Reporting, Portfolio Management, Economics, Time Management
Education
Christopher Newport University 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
Tosh Bance's Davenport & Company LLC Experience June 2008 - August 2008
Job Project and Portfolio Specialist Empowering Clients to Prioritize Projects and Meet Deadlines
Industry Civil Engineering
Experience
Microsoft June 2015 - Present
Microsoft February 2013 - Present
Commonwealth Commercial Partners, Inc. June 2010 - August 2010
Davenport & Company LLC June 2008 - August 2008
Quality Lawn Care June 2006 - August 2008
Skills
Team Leadership, Entrepreneurship, Market Research, Business Analysis, Business Strategy, Engineering, Microsoft Office, Energy, Microsoft Excel, Communication, Financial Analysis, Fundraising, Management, Marketing, Public Speaking, Social Media, AutoCAD Civil 3D, Civil Engineering, Water Resources, Site Planning, Residential Homes, Construction Management, Geological Mapping, Sustainable Energy, Sustainable Design, MathCAD, IT Strategy, IT Operations, IT Solutions, Business Planning, Business Process..., Microsoft Word, Leadership, Customer Service
Education
University of Virginia 2010 — 2012
Bachelor of Applied Science (B.A.Sc.), Civil Engineering
Hampden-Sydney College 2007 — 2010
Bachelor of Arts (BA), Mathematical Economics
Microsoft June 2015 - Present
Microsoft February 2013 - Present
Commonwealth Commercial Partners, Inc. June 2010 - August 2010
Davenport & Company LLC June 2008 - August 2008
Quality Lawn Care June 2006 - August 2008
Skills
Team Leadership, Entrepreneurship, Market Research, Business Analysis, Business Strategy, Engineering, Microsoft Office, Energy, Microsoft Excel, Communication, Financial Analysis, Fundraising, Management, Marketing, Public Speaking, Social Media, AutoCAD Civil 3D, Civil Engineering, Water Resources, Site Planning, Residential Homes, Construction Management, Geological Mapping, Sustainable Energy, Sustainable Design, MathCAD, IT Strategy, IT Operations, IT Solutions, Business Planning, Business Process..., Microsoft Word, Leadership, Customer Service
Education
University of Virginia 2010 — 2012
Bachelor of Applied Science (B.A.Sc.), Civil Engineering
Hampden-Sydney College 2007 — 2010
Bachelor of Arts (BA), Mathematical Economics
Carlo Gagliardo's Davenport & Company LLC Experience May 2013 - August 2013
Job Client Relationship Specialist at Volvo Financial Services | MBA Candidate at the Bryan School of Business
Industry Financial Services
Experience
Volvo Financial Services December 2014 - Present
Volvo Financial Services February 2014 - December 2014
Epes Logistics Services, Inc January 2014 - February 2014
Kenyon College January 2010 - December 2013
Davenport & Company LLC May 2013 - August 2013
Pfizer May 2012 - August 2012
Bell Tower Books April 2011 - May 2011
Skills
PowerPoint, Data Analysis, Microsoft Excel, Research, Economics, Budgets, Public Speaking, Marketing, Microsoft Office, Excel, Word, Customer Service, Revoquest, Statistics, Spanish, Outlook, McLeod PowerBroker, Microsoft Word, Management
Education
University of North Carolina at Greensboro 2015 — 2017
Master of Business Administration (MBA)
Kenyon College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Northwest Guilford High School 2005 — 2009
Volvo Financial Services December 2014 - Present
Volvo Financial Services February 2014 - December 2014
Epes Logistics Services, Inc January 2014 - February 2014
Kenyon College January 2010 - December 2013
Davenport & Company LLC May 2013 - August 2013
Pfizer May 2012 - August 2012
Bell Tower Books April 2011 - May 2011
Skills
PowerPoint, Data Analysis, Microsoft Excel, Research, Economics, Budgets, Public Speaking, Marketing, Microsoft Office, Excel, Word, Customer Service, Revoquest, Statistics, Spanish, Outlook, McLeod PowerBroker, Microsoft Word, Management
Education
University of North Carolina at Greensboro 2015 — 2017
Master of Business Administration (MBA)
Kenyon College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Northwest Guilford High School 2005 — 2009
Brant Jones's Davenport & Company LLC Experience July 2011 - August 2013
Job Equity Trader at Thompson Davis & Co.
Industry Financial Services
Experience
Thompson Davis & Co. August 2013 - Present
Davenport & Company LLC July 2011 - August 2013
Education
Longwood University 2007 — 2011
Bachelor of Science (BS), Finance and Real Estate
Thompson Davis & Co. August 2013 - Present
Davenport & Company LLC July 2011 - August 2013
Education
Longwood University 2007 — 2011
Bachelor of Science (BS), Finance and Real Estate
Marian Rose Johnson Marian Rose Johnson's Davenport & Company LLC Experience 2003 - Present
Job Senior Vice President Institutional Equity Sales at Davenport & Company LLC
Industry Financial Services
Experience
Davenport & Company LLC 2003 - Present
Wachovia Securities (incl. First Union Securities & Wheat First Butcher Singer) 1993 - 2003
Alex. Brown & Sons International 1990 - 1993
Skills
Wealth Management, Securities, Investments, Financial Services, FINRA, Financial Advisory, Series 7, Equities, Asset Management, Series 63, Portfolio Management, Hedge Funds, Capital Markets, Financial Modeling, Equity Research, Alternative Investments
Education
Hollins University
Davenport & Company LLC 2003 - Present
Wachovia Securities (incl. First Union Securities & Wheat First Butcher Singer) 1993 - 2003
Alex. Brown & Sons International 1990 - 1993
Skills
Wealth Management, Securities, Investments, Financial Services, FINRA, Financial Advisory, Series 7, Equities, Asset Management, Series 63, Portfolio Management, Hedge Funds, Capital Markets, Financial Modeling, Equity Research, Alternative Investments
Education
Hollins University
Devon King, CRPC® Devon King, CRPC®'s Davenport & Company LLC Experience November 1998 - Present
Job Managing Director , Investments at Davenport & Company LLC: The King Consulting & Investment Group
Industry Financial Services
Experience
Davenport & Company LLC November 1998 - Present
Skills
Asset Managment, Financial Analysis, Financial Modeling, Investments, Investment Advisory, Mutual Funds, Portfolio Management, Retirement Planning, Securities, Strategic Financial..., Wealth Management, Series 7, Series 65, Series 63, Financial Advisory
Education
The College For Financial Planning 2003 — 2006
Master of Science, Personal Financial Planning
Old Dominion University
Bachelor of Science (BS), Marketing
Davenport & Company LLC November 1998 - Present
Skills
Asset Managment, Financial Analysis, Financial Modeling, Investments, Investment Advisory, Mutual Funds, Portfolio Management, Retirement Planning, Securities, Strategic Financial..., Wealth Management, Series 7, Series 65, Series 63, Financial Advisory
Education
The College For Financial Planning 2003 — 2006
Master of Science, Personal Financial Planning
Old Dominion University
Bachelor of Science (BS), Marketing
Benjamin Cronly Benjamin Cronly's Davenport & Company LLC Experience May 2008 - August 2008
Job Client Service at The London Company
Industry Financial Services
Experience
The London Company March 2014 - Present
Brian Bowe State Farm Insurance January 2013 - October 2013
1200 Acqua August 2012 - December 2012
J&L Tile March 2012 - July 2012
Hampden Hill Custom Building, LLC August 2011 - March 2012
Harper Associates, LLC November 2010 - August 2011
Davenport & Company LLC May 2008 - August 2008
Skills
Highly personable, Microsoft Word, Mathematics, Well Travelled, Cooperative, Microsoft Office, Microsoft Excel, French, Social Perceptiveness, PowerPoint
Education
Hampden-Sydney College 2006 — 2010
Bachelor of Science (B.S.), Applied Mathematics
Université Stendhal (Grenoble III) 2007 — 2007
French Language and Literature
St. Christopher's School 1991 — 2006
The London Company March 2014 - Present
Brian Bowe State Farm Insurance January 2013 - October 2013
1200 Acqua August 2012 - December 2012
J&L Tile March 2012 - July 2012
Hampden Hill Custom Building, LLC August 2011 - March 2012
Harper Associates, LLC November 2010 - August 2011
Davenport & Company LLC May 2008 - August 2008
Skills
Highly personable, Microsoft Word, Mathematics, Well Travelled, Cooperative, Microsoft Office, Microsoft Excel, French, Social Perceptiveness, PowerPoint
Education
Hampden-Sydney College 2006 — 2010
Bachelor of Science (B.S.), Applied Mathematics
Université Stendhal (Grenoble III) 2007 — 2007
French Language and Literature
St. Christopher's School 1991 — 2006
R.T. Taylor R.T. Taylor's Davenport & Company LLC Experience October 2014 - Present
Job Associate Vice President at Davenport & Company LLC
Industry Financial Services
Experience
Davenport & Company LLC October 2014 - Present
MetLife Mid-Atlantic Financial Group January 2014 - October 2014
Advancement Concepts, LLC August 2013 - January 2014
Virginia Asset Management September 2012 - August 2013
Davenport & Company LLC May 2001 - September 2012
Ernst & Young September 1999 - May 2001
Education
Virginia Commonwealth University - School of Business 1997 — 1999
Bachelor of Science (B.S.), Accounting
Hampden-Sydney College 1993 — 1994
Collegiate School 1981 — 1993
Davenport & Company LLC October 2014 - Present
MetLife Mid-Atlantic Financial Group January 2014 - October 2014
Advancement Concepts, LLC August 2013 - January 2014
Virginia Asset Management September 2012 - August 2013
Davenport & Company LLC May 2001 - September 2012
Ernst & Young September 1999 - May 2001
Education
Virginia Commonwealth University - School of Business 1997 — 1999
Bachelor of Science (B.S.), Accounting
Hampden-Sydney College 1993 — 1994
Collegiate School 1981 — 1993
Chris Haberlin, CFA Chris Haberlin, CFA's Davenport & Company LLC Experience January 2006 - September 2013
Job Investment Analyst at Agincourt Capital Management
Industry Investment Management
Experience
Agincourt Capital Management February 2014 - Present
Davenport & Company LLC January 2006 - September 2013
Wachovia Securities September 2002 - December 2005
Skills
Valuation, Investments, Equity Research, Financial Modeling, Equities, Capital Markets, Finance, Bloomberg, Portfolio Management, Fixed Income, Investment Management, Asset Management, Financial Analysis, Investment Advisory, Chartered Financial..., Asset Allocation
Education
University of Richmond - Richard S. Reynolds Graduate School of Business 2004 — 2007
Master of Business Administration (MBA), Finance
Randolph-Macon College 1998 — 2002
Bachelor's Degree, International Relations, Concentration: Business and Economics
Agincourt Capital Management February 2014 - Present
Davenport & Company LLC January 2006 - September 2013
Wachovia Securities September 2002 - December 2005
Skills
Valuation, Investments, Equity Research, Financial Modeling, Equities, Capital Markets, Finance, Bloomberg, Portfolio Management, Fixed Income, Investment Management, Asset Management, Financial Analysis, Investment Advisory, Chartered Financial..., Asset Allocation
Education
University of Richmond - Richard S. Reynolds Graduate School of Business 2004 — 2007
Master of Business Administration (MBA), Finance
Randolph-Macon College 1998 — 2002
Bachelor's Degree, International Relations, Concentration: Business and Economics
Steven Fogleman's Davenport & Company LLC Experience September 2013 - December 2013
Job Production Supervisor NVR.Inc
Industry Construction
Experience
NVR, Inc. January 2014 - Present
Davenport & Company LLC September 2013 - December 2013
Hanover County Parks and Recreation May 2011 - August 2013
Loveland Distributing December 2012 - January 2013
Skills
Customer Service, Homebuilding, Leadership, Management, Marketing, Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking, Research, Sales, Social Media, Strategic Financial..., Event Planning, Time Management
Education
Hampden-Sydney College 2009 — 2013
Economics
NVR, Inc. January 2014 - Present
Davenport & Company LLC September 2013 - December 2013
Hanover County Parks and Recreation May 2011 - August 2013
Loveland Distributing December 2012 - January 2013
Skills
Customer Service, Homebuilding, Leadership, Management, Marketing, Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking, Research, Sales, Social Media, Strategic Financial..., Event Planning, Time Management
Education
Hampden-Sydney College 2009 — 2013
Economics
Tina Neal Tina Neal's Davenport & Company LLC Experience May 2015 - Present
Job Senior Vice President, Public Finance at Davenport & Company LLC
Industry Financial Services
Experience
Davenport & Company LLC May 2015 - Present
Perseverance Capital Advisors LLC March 2011 - May 2015
Piper Jaffray June 2008 - December 2010
Ferris, Baker Watts, Inc. August 1996 - June 2008
Skills
Financial Modeling, Financial Analysis, Loans, Due Diligence, Tax-Exempt Debt Issuance, Municipal Bonds, Financial Advisory, Alternative Energy..., Muni Advisory, Retirement Communities, 501c3 Debt Issuance
Education
Virginia Commonwealth University - School of Business 1989 — 1992
Master of Arts (M.A.), Economics
Beloit College 1983 — 1986
Bachelor of Arts (B.A.), International Relations and Economics & Management
Davenport & Company LLC May 2015 - Present
Perseverance Capital Advisors LLC March 2011 - May 2015
Piper Jaffray June 2008 - December 2010
Ferris, Baker Watts, Inc. August 1996 - June 2008
Skills
Financial Modeling, Financial Analysis, Loans, Due Diligence, Tax-Exempt Debt Issuance, Municipal Bonds, Financial Advisory, Alternative Energy..., Muni Advisory, Retirement Communities, 501c3 Debt Issuance
Education
Virginia Commonwealth University - School of Business 1989 — 1992
Master of Arts (M.A.), Economics
Beloit College 1983 — 1986
Bachelor of Arts (B.A.), International Relations and Economics & Management
Burke Modisett Burke Modisett's Davenport & Company LLC Experience June 2014 - August 2014
Job Sales Development West
Industry Computer Software
Experience
VMTurbo July 2015 - Present
Davenport & Company LLC June 2014 - August 2014
Walkabout Foundation May 2013 - August 2013
Indian Creek Yacht and Country Club May 2012 - August 2012
Camp Sea Gull and Camp Seafarer June 2011 - August 2011
Skills
Lifeguard and CPR..., US Sailing - Powerboat..., Computer: Proficient in..., Research, Sales, Sponsorship, Advertising, Teaching, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Social Media, Public Speaking, Facebook, SPSS, Event Planning, Access
Education
Elon University - Martha and Spencer Love School of Business 2011 — 2015
Finance - Bachelor of Science in Business Administration, Intended Majors: Finance and Marketing
Collegiate School 2008 — 2011
High School Diploma
VMTurbo July 2015 - Present
Davenport & Company LLC June 2014 - August 2014
Walkabout Foundation May 2013 - August 2013
Indian Creek Yacht and Country Club May 2012 - August 2012
Camp Sea Gull and Camp Seafarer June 2011 - August 2011
Skills
Lifeguard and CPR..., US Sailing - Powerboat..., Computer: Proficient in..., Research, Sales, Sponsorship, Advertising, Teaching, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Social Media, Public Speaking, Facebook, SPSS, Event Planning, Access
Education
Elon University - Martha and Spencer Love School of Business 2011 — 2015
Finance - Bachelor of Science in Business Administration, Intended Majors: Finance and Marketing
Collegiate School 2008 — 2011
High School Diploma
Lloyd O'Carroll, CFA Lloyd O'Carroll, CFA's Davenport & Company LLC Experience November 2005 - November 2013
Job Senior Analyst at CRU (Commodities Research Unit)
Industry Financial Services
Experience
CRU (Commodities Research Unit) September 2015 - Present
Northcoast Research February 2014 - June 2015
To Be Determined November 2013 - February 2014
Davenport & Company LLC November 2005 - November 2013
Davenport & Company LLC November 2005 - November 2013
Reynolds Metals Company November 1978 - August 1997
Skills
Metals, Strategic Planning, Equity Research, Mining, Investments, Steel, Gold, Trading, Equities, Economics, Commodity, Aluminum, Mergers & Acquisitions, Financial Modeling, Commodity Markets, Hedging, Hedge Funds, Securities, Capital Markets, Bloomberg, Valuation, Asset Management, Alternative Investments, Portfolio Management, Investment Banking, Fixed Income, Corporate Finance, Private Equity, Derivatives, Asset Allocation, Investment Management, Due Diligence, Bonds, Investment Strategies, Analysis, Equity Valuation, Economic Research, Aluminum Alloys
Education
North Carolina State University 1965 — 1969
BA,MA, Economics
Governor's School of North Carolina
Chemistry
CRU (Commodities Research Unit) September 2015 - Present
Northcoast Research February 2014 - June 2015
To Be Determined November 2013 - February 2014
Davenport & Company LLC November 2005 - November 2013
Davenport & Company LLC November 2005 - November 2013
Reynolds Metals Company November 1978 - August 1997
Skills
Metals, Strategic Planning, Equity Research, Mining, Investments, Steel, Gold, Trading, Equities, Economics, Commodity, Aluminum, Mergers & Acquisitions, Financial Modeling, Commodity Markets, Hedging, Hedge Funds, Securities, Capital Markets, Bloomberg, Valuation, Asset Management, Alternative Investments, Portfolio Management, Investment Banking, Fixed Income, Corporate Finance, Private Equity, Derivatives, Asset Allocation, Investment Management, Due Diligence, Bonds, Investment Strategies, Analysis, Equity Valuation, Economic Research, Aluminum Alloys
Education
North Carolina State University 1965 — 1969
BA,MA, Economics
Governor's School of North Carolina
Chemistry
Jill Balla Shaw Jill Balla Shaw's Davenport & Company LLC Experience October 1999 - October 2001
Job Chiropractor & Owner, JBS Wellness LLC
Industry Alternative Medicine
Experience
JBS Wellness LLC January 2008 - Present
Davenport & Company LLC October 1999 - October 2001
Robert W. Baird September 1997 - July 1999
Skills
Back Pain, Holistic Health, Healing, Therapeutic Massage, Myofascial Release, Craniosacral Therapy, Neck Pain, Spine, Stress, Public Speaking, Stress Management, Fibromyalgia, Natural Fertility, Pain Management, Nutritional Therapy, Nutrition, Wellness, Chiropractic, Therapists
Education
Palmer College of Chiropractic 2003 — 2007
D.C., Chiropractic
Northern Michigan University 1991 — 1995
B.S., Finance
Port Huron Northern 1987 — 1991
High School
JBS Wellness LLC January 2008 - Present
Davenport & Company LLC October 1999 - October 2001
Robert W. Baird September 1997 - July 1999
Skills
Back Pain, Holistic Health, Healing, Therapeutic Massage, Myofascial Release, Craniosacral Therapy, Neck Pain, Spine, Stress, Public Speaking, Stress Management, Fibromyalgia, Natural Fertility, Pain Management, Nutritional Therapy, Nutrition, Wellness, Chiropractic, Therapists
Education
Palmer College of Chiropractic 2003 — 2007
D.C., Chiropractic
Northern Michigan University 1991 — 1995
B.S., Finance
Port Huron Northern 1987 — 1991
High School
Chuck Sellers Chuck Sellers's Davenport & Company LLC Experience January 2003 - Present
Job Investment Executive at Davenport & Company LLC
Industry Investment Management
Experience
Davenport & Company LLC January 2003 - Present
Nathan & Lewis Securities January 2001 - January 2003
New England Securites January 1987 - January 2001
Skills
Series 7, Series 63, Investment Advisory, Portfolio Management, Wealth Management, Retirement Planning, IRAs, 401k, Finance, Strategic Financial..., Asset Allocation, Investments, Sales
Education
University of Richmond 1975 — 1979
Bachelor of Science (BS), Biology, General
The American College
Chartered Financial Consultant (ChFC)
Patrick Henry High School 1973 — 1975
Davenport & Company LLC January 2003 - Present
Nathan & Lewis Securities January 2001 - January 2003
New England Securites January 1987 - January 2001
Skills
Series 7, Series 63, Investment Advisory, Portfolio Management, Wealth Management, Retirement Planning, IRAs, 401k, Finance, Strategic Financial..., Asset Allocation, Investments, Sales
Education
University of Richmond 1975 — 1979
Bachelor of Science (BS), Biology, General
The American College
Chartered Financial Consultant (ChFC)
Patrick Henry High School 1973 — 1975
Clement Teden Clement Teden's Davenport & Company LLC Experience March 2008 - Present
Job Vice President at Davenport & Company LLC
Industry Financial Services
Experience
Davenport & Company LLC March 2008 - Present
Education
Hampden-Sydney College 2004 — 2007
Davenport & Company LLC March 2008 - Present
Education
Hampden-Sydney College 2004 — 2007
Christopher Wiederhold Christopher Wiederhold's Davenport & Company LLC Experience September 2011 - April 2013
Job Asset Management and Acquisitions
Industry Real Estate
Experience
Forum Real Estate Group April 2015 - Present
Sterne Agee April 2013 - April 2015
Davenport & Company LLC September 2011 - April 2013
Boxwood Partners June 2011 - September 2011
AXA US June 2010 - August 2010
AXA US June 2009 - August 2009
AIG June 2008 - August 2008
AIG December 2007 - January 2008
Skills
Investments, Financial Modeling, Capital Markets, Asset Management, Corporate Finance, Securities
Education
University of Richmond - Robins School of Business 2007 — 2011
BSBA, Finance
Macquarie University 2009 — 2009
BS, Finance
Forum Real Estate Group April 2015 - Present
Sterne Agee April 2013 - April 2015
Davenport & Company LLC September 2011 - April 2013
Boxwood Partners June 2011 - September 2011
AXA US June 2010 - August 2010
AXA US June 2009 - August 2009
AIG June 2008 - August 2008
AIG December 2007 - January 2008
Skills
Investments, Financial Modeling, Capital Markets, Asset Management, Corporate Finance, Securities
Education
University of Richmond - Robins School of Business 2007 — 2011
BSBA, Finance
Macquarie University 2009 — 2009
BS, Finance
Bryan Horner Bryan Horner's Davenport & Company LLC Experience October 2005 - July 2008
Job Financial Advisor at BB&T Scott & Stringfellow
Industry Investment Management
Experience
BB&T Scott & Stringfellow April 2014 - Present
Private Advisors, LLC July 2008 - April 2014
Davenport & Company LLC October 2005 - July 2008
WorldCast Anglers June 2002 - October 2004
Skills
Investments, Portfolio Management, Hedge Funds, Alternative Investments, Wealth Management, Financial Analysis, Asset Management, Asset Allocation, Series 7, Due Diligence, Private Equity, Investment Management, Leadership, Budgets, Financial Planning, Strategic Planning, Series 63, Securities, Finance, Asset Managment, New Business Development, Strategic Financial..., High Net Worth..., Mutual Funds, Equities, Investor Relations, Credit, Financial Modeling
Education
Hampden-Sydney College 1999 — 2003
BA, Economics
BB&T Scott & Stringfellow April 2014 - Present
Private Advisors, LLC July 2008 - April 2014
Davenport & Company LLC October 2005 - July 2008
WorldCast Anglers June 2002 - October 2004
Skills
Investments, Portfolio Management, Hedge Funds, Alternative Investments, Wealth Management, Financial Analysis, Asset Management, Asset Allocation, Series 7, Due Diligence, Private Equity, Investment Management, Leadership, Budgets, Financial Planning, Strategic Planning, Series 63, Securities, Finance, Asset Managment, New Business Development, Strategic Financial..., High Net Worth..., Mutual Funds, Equities, Investor Relations, Credit, Financial Modeling
Education
Hampden-Sydney College 1999 — 2003
BA, Economics
TJ Ptachick TJ Ptachick's Davenport & Company LLC Experience September 2013 - Present
Job Investment Associate at Davenport & Company LLC: The King Consulting & Investment Group
Industry Financial Services
Experience
Davenport & Company LLC September 2013 - Present
Davenport & Company LLC April 2010 - August 2013
James City County January 2010 - May 2013
College of William and Mary July 2008 - December 2012
Skills
Leadership, Economics, Finance, Wealth Management, Retirement Planning, Portfolio Management, College Education..., Public Speaking, Client Development, Marketing, Microsoft Excel, Teamwork, Microsoft Word, Team Building, Microsoft Office, Time Management, Process Management
Education
The College of William and Mary 2008 — 2013
Bachelor's degree, Economics & Business
College for Financial Planning 2014 — 2016
Master of Science (MS), Financial Planning
Davenport & Company LLC September 2013 - Present
Davenport & Company LLC April 2010 - August 2013
James City County January 2010 - May 2013
College of William and Mary July 2008 - December 2012
Skills
Leadership, Economics, Finance, Wealth Management, Retirement Planning, Portfolio Management, College Education..., Public Speaking, Client Development, Marketing, Microsoft Excel, Teamwork, Microsoft Word, Team Building, Microsoft Office, Time Management, Process Management
Education
The College of William and Mary 2008 — 2013
Bachelor's degree, Economics & Business
College for Financial Planning 2014 — 2016
Master of Science (MS), Financial Planning
Lynnette Bell-Thaxton Lynnette Bell-Thaxton's Davenport & Company LLC Experience February 2014 - November 2014
Job Experienced Client and Broker Service Specialist
Industry Financial Services
Experience
Thompson, Siegel & Walmsley November 2014 - July 2015
Davenport & Company LLC February 2014 - November 2014
Mountain of Blessings Christian Center August 2013 - January 2014
Allied Beacon Partners June 2011 - August 2013
Dixie Sporting Goods May 2010 - June 2011
Barclays Investment Bank June 2005 - July 2009
Credit Suisse October 1992 - October 2005
Skills
Hedge Funds, Fixed Income, Customer Service, Office Management, Microsoft Office, Outlook, Microsoft Excel, Microsoft Word, Leadership, Foreign Exchange, Sales Operations, Emerging Markets, SharePoint, PowerPoint, Bloomberg, Trading Systems, Research, English, Windows, Negotiation, Editing, FX Operations, Close Attention to..., Euroclear, DTC, Broker-Dealer, Organizing Meetings, Meeting objectives, Trading Operations, International..., Superior Client Service, International Financial..., Global Operations, Front to Back Office, Notary Public, Equities, Investments, Trading, Securities
Education
Grand Canyon University 2013 — 2017
Bachelor of Science (BS), Counseling Psychology
Cathedral High School 1983 — 1987
High School Diploma, General Studies
Thompson, Siegel & Walmsley November 2014 - July 2015
Davenport & Company LLC February 2014 - November 2014
Mountain of Blessings Christian Center August 2013 - January 2014
Allied Beacon Partners June 2011 - August 2013
Dixie Sporting Goods May 2010 - June 2011
Barclays Investment Bank June 2005 - July 2009
Credit Suisse October 1992 - October 2005
Skills
Hedge Funds, Fixed Income, Customer Service, Office Management, Microsoft Office, Outlook, Microsoft Excel, Microsoft Word, Leadership, Foreign Exchange, Sales Operations, Emerging Markets, SharePoint, PowerPoint, Bloomberg, Trading Systems, Research, English, Windows, Negotiation, Editing, FX Operations, Close Attention to..., Euroclear, DTC, Broker-Dealer, Organizing Meetings, Meeting objectives, Trading Operations, International..., Superior Client Service, International Financial..., Global Operations, Front to Back Office, Notary Public, Equities, Investments, Trading, Securities
Education
Grand Canyon University 2013 — 2017
Bachelor of Science (BS), Counseling Psychology
Cathedral High School 1983 — 1987
High School Diploma, General Studies
Richard Foote Richard Foote's Davenport & Company LLC Experience March 2013 - September 2013
Job Editor/Supervisory Analyst at Bloomberg LP
Industry Financial Services
Experience
Davenport & Company LLC March 2013 - September 2013
CL King & Associates January 2012 - January 2013
Standard & Poor's April 2006 - September 2011
Muriel Siebert & Co., Inc. June 2004 - April 2005
Skills
Series 16 licensed..., Analytical background..., Licenses include Series..., Valuation, Analysis, Bloomberg, Equity Valuation, Capital Markets, Equity Research, Financial Modeling, Economics, Stocks, Supervisory Skills, Equities, FINRA, Series 7, Editing, Supervisory Analyst, Enforce: FINRA mandate,..., Participation in SA..., SA skills: Editorial..., numerical and..., balance sheet, cash..., model review; stock..., SA skills most recently..., Extensive Word, Excel,..., Have taken and passed..., Thrive in a fast-paced...
Education
Pace University - Lubin School of Business
SUNY at Plattsburgh, Environmental Science
Davenport & Company LLC March 2013 - September 2013
CL King & Associates January 2012 - January 2013
Standard & Poor's April 2006 - September 2011
Muriel Siebert & Co., Inc. June 2004 - April 2005
Skills
Series 16 licensed..., Analytical background..., Licenses include Series..., Valuation, Analysis, Bloomberg, Equity Valuation, Capital Markets, Equity Research, Financial Modeling, Economics, Stocks, Supervisory Skills, Equities, FINRA, Series 7, Editing, Supervisory Analyst, Enforce: FINRA mandate,..., Participation in SA..., SA skills: Editorial..., numerical and..., balance sheet, cash..., model review; stock..., SA skills most recently..., Extensive Word, Excel,..., Have taken and passed..., Thrive in a fast-paced...
Education
Pace University - Lubin School of Business
SUNY at Plattsburgh, Environmental Science
Laura Amory Laura Amory's Davenport & Company LLC Experience September 1999 - January 2007
Job CoOwner of Window Depot USA of Richmond
Industry Investment Management
Experience
ACA Compliance Group January 2007 - Present
Window Depot USA of Richmond February 2012 - Present
Davenport & Company LLC September 1999 - January 2007
Securities and Exchange Commission January 1996 - September 1999
Education
Penn State University 1985 — 1989
BS, Marketing
University of Virginia
Accounting
ACA Compliance Group January 2007 - Present
Window Depot USA of Richmond February 2012 - Present
Davenport & Company LLC September 1999 - January 2007
Securities and Exchange Commission January 1996 - September 1999
Education
Penn State University 1985 — 1989
BS, Marketing
University of Virginia
Accounting
Chip Gerstenmaier's Davenport & Company LLC Experience June 2011 - August 2011
Job Analyst at BB&T Capital Markets
Industry Investment Banking
Experience
BB&T Capital Markets August 2013 - Present
BB&T Capital Markets June 2012 - August 2012
Davenport & Company LLC June 2011 - August 2011
Skills
Financial Modeling, Financial Analysis, Data Analysis, Corporate Finance, Finance, Capital Markets, Analysis, DCF, Due Diligence, Mergers & Acquisitions
Education
The Ohio State University - The Max M. Fisher College of Business 2009 — 2013
(B.S.B.A.), Finance
Douglas S. Freeman High School 2006 — 2009
BB&T Capital Markets August 2013 - Present
BB&T Capital Markets June 2012 - August 2012
Davenport & Company LLC June 2011 - August 2011
Skills
Financial Modeling, Financial Analysis, Data Analysis, Corporate Finance, Finance, Capital Markets, Analysis, DCF, Due Diligence, Mergers & Acquisitions
Education
The Ohio State University - The Max M. Fisher College of Business 2009 — 2013
(B.S.B.A.), Finance
Douglas S. Freeman High School 2006 — 2009
Bill McCarthy, MBA Bill McCarthy, MBA's Davenport & Company LLC Experience November 2005 - October 2014
Job Alembic Global Advisors Director Institutional Equity Sales
Industry Financial Services
Experience
Alembic Global Advisors October 2014 - Present
Davenport & Company LLC November 2005 - October 2014
BB&T Capital Markets March 2001 - November 2005
Kreg Information Systems May 1998 - August 1999
Polymedco August 1994 - August 1997
McKesson August 1991 - September 1994
Skills
Securities, Investments, Equities, Series 63, Hedge Funds, Series 7, Sales Presentations, Investment Management, Equity Research, Mutual Funds, Marketing, Series 66, Accredited Investment...
Education
The College of William and Mary - The Mason School of Business 1999 — 2001
MBA, Finance
Virginia Military Institute 1984 — 1987
Bachelor of Arts, Economics
Oakton High School 1981 — 1983
Chaminade High School 1979 — 1981
Alembic Global Advisors October 2014 - Present
Davenport & Company LLC November 2005 - October 2014
BB&T Capital Markets March 2001 - November 2005
Kreg Information Systems May 1998 - August 1999
Polymedco August 1994 - August 1997
McKesson August 1991 - September 1994
Skills
Securities, Investments, Equities, Series 63, Hedge Funds, Series 7, Sales Presentations, Investment Management, Equity Research, Mutual Funds, Marketing, Series 66, Accredited Investment...
Education
The College of William and Mary - The Mason School of Business 1999 — 2001
MBA, Finance
Virginia Military Institute 1984 — 1987
Bachelor of Arts, Economics
Oakton High School 1981 — 1983
Chaminade High School 1979 — 1981
Tom Newton Tom Newton's Davenport & Company LLC Experience February 2002 - April 2013
Job Director of Equity Trading at Thompson Davis & Co.
Industry Financial Services
Experience
Thompson Davis & Co. January 2015 - Present
Parker + Lynch Consulting January 2014 - January 2015
Oyster Consulting, LLC July 2013 - January 2014
Davenport & Company LLC February 2002 - April 2013
Branch, Cabell & Co. 2000 - 2001
Wheat First Butcher Singer 1993 - 2000
Branch, Cabell & Co. 1990 - 1993
Skills
Series 63, Series 7, Securities, Equities, Investments
Education
James Madison University 1985 — 1989
BBA
Thompson Davis & Co. January 2015 - Present
Parker + Lynch Consulting January 2014 - January 2015
Oyster Consulting, LLC July 2013 - January 2014
Davenport & Company LLC February 2002 - April 2013
Branch, Cabell & Co. 2000 - 2001
Wheat First Butcher Singer 1993 - 2000
Branch, Cabell & Co. 1990 - 1993
Skills
Series 63, Series 7, Securities, Equities, Investments
Education
James Madison University 1985 — 1989
BBA
John Vetrovec John Vetrovec's Davenport & Company LLC Experience January 2009 - Present
Job Associate Vice President, Davenport & Co LLC
Industry Financial Services
Experience
Davenport & Company LLC January 2009 - Present
Merrill Lynch May 2000 - January 2009
Skills
Certified Financial...
Education
North Carolina State University 1994 — 1999
BS, Textile and Apparel Management
Davenport & Company LLC January 2009 - Present
Merrill Lynch May 2000 - January 2009
Skills
Certified Financial...
Education
North Carolina State University 1994 — 1999
BS, Textile and Apparel Management
Stephen P Adamson, Jr Stephen P Adamson, Jr's Davenport & Company LLC Experience December 1997 - March 2003
Job Attorney at Gonnella Adamson, PC
Industry Law Practice
Experience
Gonnella Adamson, PC July 2008 - Present
Gonnella & Associates, PC May 2007 - August 2007
Davenport & Company LLC December 1997 - March 2003
Skills
Tax Law, Commercial Litigation, Estate Planning, Asset Protection, Business Planning, Estate Administration, Legal Writing, Wills
Education
The University of Montana School of Law 2005 — 2008
JD, Law
Gettysburg College 1992 — 1996
BA, Business Management
Cambridge Universtiy 1995 — 1995
Economics and Political Science Studies
The Collegiate School 1979 — 1992
Gonnella Adamson, PC July 2008 - Present
Gonnella & Associates, PC May 2007 - August 2007
Davenport & Company LLC December 1997 - March 2003
Skills
Tax Law, Commercial Litigation, Estate Planning, Asset Protection, Business Planning, Estate Administration, Legal Writing, Wills
Education
The University of Montana School of Law 2005 — 2008
JD, Law
Gettysburg College 1992 — 1996
BA, Business Management
Cambridge Universtiy 1995 — 1995
Economics and Political Science Studies
The Collegiate School 1979 — 1992
Scott Abee Scott Abee's Davenport & Company LLC Experience May 2001 - Present
Job Senior V.P. Offering Investment & Risk Management
Industry Financial Services
Experience
Davenport & Company LLC May 2001 - Present
UBS Painewebber August 2000 - June 2001
JC Bradford April 1989 - August 2000
Carolina Securities September 1986 - April 1989
Skills
Securities, Account Management, Business Development, Capital Markets, FINRA, Finance, Financial Advisory, Financial Services, Investment Advisory, Investments, New Business Development, Portfolio Management, Retirement Planning, Series 7, Small Business, Strategic Financial..., Wealth Management
Education
Campbell University 1981 — 1986
BA Business / Trust Management Certificate, Trust Administration
Davenport & Company LLC May 2001 - Present
UBS Painewebber August 2000 - June 2001
JC Bradford April 1989 - August 2000
Carolina Securities September 1986 - April 1989
Skills
Securities, Account Management, Business Development, Capital Markets, FINRA, Finance, Financial Advisory, Financial Services, Investment Advisory, Investments, New Business Development, Portfolio Management, Retirement Planning, Series 7, Small Business, Strategic Financial..., Wealth Management
Education
Campbell University 1981 — 1986
BA Business / Trust Management Certificate, Trust Administration
Susan Seitter Susan Seitter's Davenport & Company LLC Experience 1990 - 2004
Job Vice President/General Supervision Team
Industry Investment Management
Experience
SunTrust Investment Services May 2013 - Present
Central Virginia Bank January 2004 - September 2011
Davenport & Company LLC 1990 - 2004
Education
University of Kentucky 1984 — 1986
John Tyler Community College
SunTrust Investment Services May 2013 - Present
Central Virginia Bank January 2004 - September 2011
Davenport & Company LLC 1990 - 2004
Education
University of Kentucky 1984 — 1986
John Tyler Community College
Fred Banister's Davenport & Company LLC Experience January 1994 - Present
Job Vice President Investments at Davenport & Company LLC
Industry Investment Management
Experience
Davenport & Company LLC January 1994 - Present
Paine Webber September 1988 - January 1994
Education
The College of William and Mary - The Mason School of Business 1981 — 1984
MBA, Business
Virginia Military Institute 1967 — 1971
BA, History
Davenport & Company LLC January 1994 - Present
Paine Webber September 1988 - January 1994
Education
The College of William and Mary - The Mason School of Business 1981 — 1984
MBA, Business
Virginia Military Institute 1967 — 1971
BA, History
John C. White, CFA John C. White, CFA's Davenport & Company LLC Experience 2005 - 2006
Job Chief Administrative Officer at The Colony Group
Industry Investment Management
Experience
The Colony Group March 2015 - Present
CapGroup Advisors, LLC September 2013 - February 2015
CapGroup Advisors June 2013 - August 2013
Mentor Wealth Management, LLC 2009 - May 2013
Wealthcare Capital Management 2007 - 2009
Davenport & Company LLC 2005 - 2006
Wachovia Securities 2000 - 2005
Evergreen Investments 1997 - 2000
Thompson, Siegel & Walmsley 1994 - 1997
Education
University of Richmond - Robins School of Business 1992 — 1994
MBA
Bucknell University 1988 — 1992
BSBA, Business Admin, International Relations
St. Christopher's School 1975 — 1988
The Colony Group March 2015 - Present
CapGroup Advisors, LLC September 2013 - February 2015
CapGroup Advisors June 2013 - August 2013
Mentor Wealth Management, LLC 2009 - May 2013
Wealthcare Capital Management 2007 - 2009
Davenport & Company LLC 2005 - 2006
Wachovia Securities 2000 - 2005
Evergreen Investments 1997 - 2000
Thompson, Siegel & Walmsley 1994 - 1997
Education
University of Richmond - Robins School of Business 1992 — 1994
MBA
Bucknell University 1988 — 1992
BSBA, Business Admin, International Relations
St. Christopher's School 1975 — 1988
Carly Hickey's Davenport & Company LLC Experience November 2014 - Present
Job Client Service Associate at Davenport & Company LLC
Industry Financial Services
Experience
Davenport & Company LLC November 2014 - Present
Education
Universidad de Málaga 2012 — 2013
Master of Business Administration (M.B.A.)
Dickinson College 2008 — 2012
Bachelor's Degree, International Business & Management, Spanish
Davenport & Company LLC November 2014 - Present
Education
Universidad de Málaga 2012 — 2013
Master of Business Administration (M.B.A.)
Dickinson College 2008 — 2012
Bachelor's Degree, International Business & Management, Spanish
Richard Ware, CFA Richard Ware, CFA's Davenport & Company LLC Experience 1985 - 1987
Job Chief Investment Officer at Chesapeake Investment Group
Industry Investment Management
Experience
Chesapeake Investment Group March 2014 - Present
The Trust Company of Virginia October 2000 - February 2014
Wachovia Bank January 1998 - October 2000
Jefferson National Bank 1994 - January 1998
American General Life Companies is now part of the AIG Family! 1988 - 1994
Davenport & Company LLC 1985 - 1987
Anderson & Strudwick 1983 - 1985
Education
The College of William and Mary - The Mason School of Business 1981 — 1983
MBA, Finance
Hampden-Sydney College 1977 — 1981
BS/BA, Mathematics and Economics
Collegiate 1965 — 1977
High School
Chesapeake Investment Group March 2014 - Present
The Trust Company of Virginia October 2000 - February 2014
Wachovia Bank January 1998 - October 2000
Jefferson National Bank 1994 - January 1998
American General Life Companies is now part of the AIG Family! 1988 - 1994
Davenport & Company LLC 1985 - 1987
Anderson & Strudwick 1983 - 1985
Education
The College of William and Mary - The Mason School of Business 1981 — 1983
MBA, Finance
Hampden-Sydney College 1977 — 1981
BS/BA, Mathematics and Economics
Collegiate 1965 — 1977
High School
Grayson Prillaman Grayson Prillaman's Davenport & Company LLC Experience February 2007 - Present
Job Senior Vice President Investments at Davenport & Company LLC
Industry Financial Services
Experience
Davenport & Company LLC February 2007 - Present
UBS January 1996 - February 2007
Crestar Bank August 1993 - January 1996
Skills
Estate Planning, Risk Management, Strategic Financial..., Finance, Securities, Financial Advisory, Financial Services, Retirement Planning, Wealth Management, Investments, FINRA, Mutual Funds, Investment Advisory, Portfolio Management, Strategic Planning, Financial Planning
Education
Roanoke College 1988 — 1992
Bachelor of Arts (BA), Sociology
Davenport & Company LLC February 2007 - Present
UBS January 1996 - February 2007
Crestar Bank August 1993 - January 1996
Skills
Estate Planning, Risk Management, Strategic Financial..., Finance, Securities, Financial Advisory, Financial Services, Retirement Planning, Wealth Management, Investments, FINRA, Mutual Funds, Investment Advisory, Portfolio Management, Strategic Planning, Financial Planning
Education
Roanoke College 1988 — 1992
Bachelor of Arts (BA), Sociology
Jack Poland Jack Poland's Davenport & Company LLC Experience July 2011 - Present
Job Investment Executive at Davenport & Company LLC
Industry Financial Services
Experience
Davenport & Company LLC July 2011 - Present
Smith Barney 2000 - 2008
UNC Greensboro 1987 - 2000
Greensboro College 1983 - 1987
Skills
IRAs, Asset Managment, Variable Annuities, Fixed Annuities, 401k, Investment Strategies, Bonds, Equities, Financial Advisory, Personal Financial...
Education
Indiana University Bloomington 1978 — 1980
Masters of Science, Physical Education Teaching and Coaching
Messiah College 1975 — 1978
Bachelor of Science (B.S.), Physical Education Teaching and Coaching
Davenport & Company LLC July 2011 - Present
Smith Barney 2000 - 2008
UNC Greensboro 1987 - 2000
Greensboro College 1983 - 1987
Skills
IRAs, Asset Managment, Variable Annuities, Fixed Annuities, 401k, Investment Strategies, Bonds, Equities, Financial Advisory, Personal Financial...
Education
Indiana University Bloomington 1978 — 1980
Masters of Science, Physical Education Teaching and Coaching
Messiah College 1975 — 1978
Bachelor of Science (B.S.), Physical Education Teaching and Coaching
Daniel Rye Daniel Rye's Davenport & Company LLC Experience July 2009 - August 2009
Job Associate at Oliver Wyman
Industry Management Consulting
Experience
Oliver Wyman December 2014 - Present
Oliver Wyman July 2011 - Present
Kaiser Associates June 2010 - August 2010
Davenport & Company LLC July 2009 - August 2009
Education
University of Virginia 2007 — 2011
Bachelor of Science, Commerce and Foreign Affairs
ESADE 2010 — 2010
Oliver Wyman December 2014 - Present
Oliver Wyman July 2011 - Present
Kaiser Associates June 2010 - August 2010
Davenport & Company LLC July 2009 - August 2009
Education
University of Virginia 2007 — 2011
Bachelor of Science, Commerce and Foreign Affairs
ESADE 2010 — 2010
David Shay David Shay's Davenport & Company LLC Experience December 2006 - June 2012
Job Senior Consultant at Booz Allen Hamilton
Industry Management Consulting
Experience
Booz Allen Hamilton July 2014 - Present
Norfolk Southern May 2013 - August 2013
Davenport & Company LLC December 2006 - June 2012
Wachovia Securities June 2006 - December 2006
Skills
Series 7, Valuation, Financial Advisory, Finance, Economics, Series 66, Mutual Funds, Strategic Financial..., Investment Management, Investment Advisory, Wealth Management, Lean Six Sigma
Education
The College of William and Mary 2012 — 2014
Master of Business Administration (M.B.A.)
Washington and Lee University 2002 — 2006
Bachelor of Arts (B.A.), Economics
London School of Economics and Political Science 2004 — 2004
Summer Classes, International Political Economy, International Business Strategy
Booz Allen Hamilton July 2014 - Present
Norfolk Southern May 2013 - August 2013
Davenport & Company LLC December 2006 - June 2012
Wachovia Securities June 2006 - December 2006
Skills
Series 7, Valuation, Financial Advisory, Finance, Economics, Series 66, Mutual Funds, Strategic Financial..., Investment Management, Investment Advisory, Wealth Management, Lean Six Sigma
Education
The College of William and Mary 2012 — 2014
Master of Business Administration (M.B.A.)
Washington and Lee University 2002 — 2006
Bachelor of Arts (B.A.), Economics
London School of Economics and Political Science 2004 — 2004
Summer Classes, International Political Economy, International Business Strategy
Aric Wagner Aric Wagner's Davenport & Company LLC Experience May 1994 - Present
Job Senior Vice PresidentInvestments at Davenport & Company LLC
Industry Financial Services
Experience
Davenport & Company LLC May 1994 - Present
Wheat, First Securities May 1992 - April 1994
Skills
Securities, Retirement, Mutual Funds, Investments, Financial Advisory, Finance, Financial Analysis, FINRA, Retirement Planning, Investment Advisory, Portfolio Management, Insurance, Financial Services, Strategic Financial..., Series 7, 401k
Education
Penn State University 1988 — 1992
BA, Speech Communication
Indiana University of PA
Davenport & Company LLC May 1994 - Present
Wheat, First Securities May 1992 - April 1994
Skills
Securities, Retirement, Mutual Funds, Investments, Financial Advisory, Finance, Financial Analysis, FINRA, Retirement Planning, Investment Advisory, Portfolio Management, Insurance, Financial Services, Strategic Financial..., Series 7, 401k
Education
Penn State University 1988 — 1992
BA, Speech Communication
Indiana University of PA
Kenny Holder Kenny Holder's Davenport & Company LLC Experience September 2012 - November 2013
Job Senior Application at Regional Brokerage Firm Richmond, VA
Industry Information Technology and Services
Experience
Davenport & Company LLC September 2012 - November 2013
SunTrust Bank December 2011 - September 2012
EPICRX September 2011 - October 2011
McGuireWoods September 2008 - September 2011
Hunton & Williams May 2006 - September 2008
ARINC December 2004 - May 2006
ActioNet, Inc. January 2004 - December 2004
Skills
Microsoft SQL Server, Citrix, SharePoint, Web Services, C#, .NET, ASP.NET, Databases, Active Directory, Windows, Visual Studio, JavaScript, SDLC, VB.NET, Database Design, Visual Basic, Testing, Web Applications, T-SQL, Access, HTML, ASP, AJAX, CSS, Operating Systems
Education
Radford University 1999 — 2003
Bachelors of Science, Information Technology
Davenport & Company LLC September 2012 - November 2013
SunTrust Bank December 2011 - September 2012
EPICRX September 2011 - October 2011
McGuireWoods September 2008 - September 2011
Hunton & Williams May 2006 - September 2008
ARINC December 2004 - May 2006
ActioNet, Inc. January 2004 - December 2004
Skills
Microsoft SQL Server, Citrix, SharePoint, Web Services, C#, .NET, ASP.NET, Databases, Active Directory, Windows, Visual Studio, JavaScript, SDLC, VB.NET, Database Design, Visual Basic, Testing, Web Applications, T-SQL, Access, HTML, ASP, AJAX, CSS, Operating Systems
Education
Radford University 1999 — 2003
Bachelors of Science, Information Technology
Lunsford Johnson Lunsford Johnson's Davenport & Company LLC Experience January 2008 - Present
Job Vice President, Investments at Davenport & Company LLC
Industry Financial Services
Experience
Davenport & Company LLC January 2008 - Present
Signet Bank April 1986 - April 1992
Education
Hampden-Sydney College 1977 — 1979
Virginia Commonwealth University
Davenport & Company LLC January 2008 - Present
Signet Bank April 1986 - April 1992
Education
Hampden-Sydney College 1977 — 1979
Virginia Commonwealth University
Jeff Chowning Jeff Chowning's Davenport & Company LLC Experience November 2009 - Present
Job Investment Executive at Davenport & Company LLC, Financial Advisor
Industry Financial Services
Experience
Davenport & Company LLC November 2009 - Present
UBS Financial September 2002 - November 2009
Nuveen Investments May 2000 - June 2002
DLG Securities May 1999 - March 2000
Skills
Investments, Mutual Funds, Financial Planning and..., Finance, Securities, Financial Planning, Financial Advisory, Portfolio Management, Investment Strategies, Financial Services, Trading, Series 7, FINRA, Stocks, Municipal Bonds, International..., Interest Rate Risk..., Risk Management, Financial Analysis, Investment Advisory, Wealth Management, Strategic Financial...
Education
Alma College 1995 — 1999
Bachelor’s Degree
Coopersville 1991 — 1995
Davenport & Company LLC November 2009 - Present
UBS Financial September 2002 - November 2009
Nuveen Investments May 2000 - June 2002
DLG Securities May 1999 - March 2000
Skills
Investments, Mutual Funds, Financial Planning and..., Finance, Securities, Financial Planning, Financial Advisory, Portfolio Management, Investment Strategies, Financial Services, Trading, Series 7, FINRA, Stocks, Municipal Bonds, International..., Interest Rate Risk..., Risk Management, Financial Analysis, Investment Advisory, Wealth Management, Strategic Financial...
Education
Alma College 1995 — 1999
Bachelor’s Degree
Coopersville 1991 — 1995
Tim Connell Tim Connell's Davenport & Company LLC Experience June 2002 - December 2005
Job President at Tim Connell Consulting
Industry Human Resources
Experience
Tim Connell Consulting, llc January 2012 - Present
The Jacobs Group December 2005 - Present
Davenport & Company LLC June 2002 - December 2005
The Muller Group January 2001 - May 2002
Ferguson Enterprises August 1984 - December 2000
Skills
Employee Relations, Business Development, New Business Development, Strategic Planning, Customer Service, Recruiting, Account Management, Forecasting, Organizational..., Strategy, Team Building, Budgets, Human Resources, Microsoft Excel, Public Speaking, Purchasing, Program Management, Contract Management, Leadership Development, Financial Analysis, Leadership, Talent Acquisition, Training, Project Management, Procurement, Negotiation, Coaching, Operations Management, Management, Process Improvement, Contract Negotiation, Microsoft Office, Social Media, Project Planning, Sourcing, Performance Management, Management Consulting
Education
Christopher Newport University 1979 — 1983
BS, Business Administration
Tim Connell Consulting, llc January 2012 - Present
The Jacobs Group December 2005 - Present
Davenport & Company LLC June 2002 - December 2005
The Muller Group January 2001 - May 2002
Ferguson Enterprises August 1984 - December 2000
Skills
Employee Relations, Business Development, New Business Development, Strategic Planning, Customer Service, Recruiting, Account Management, Forecasting, Organizational..., Strategy, Team Building, Budgets, Human Resources, Microsoft Excel, Public Speaking, Purchasing, Program Management, Contract Management, Leadership Development, Financial Analysis, Leadership, Talent Acquisition, Training, Project Management, Procurement, Negotiation, Coaching, Operations Management, Management, Process Improvement, Contract Negotiation, Microsoft Office, Social Media, Project Planning, Sourcing, Performance Management, Management Consulting
Education
Christopher Newport University 1979 — 1983
BS, Business Administration
Paul Ashworth Paul Ashworth's Davenport & Company LLC Experience 2005 - Present
Job Investment Advisor at Davenport & Company LLC
Industry Financial Services
Experience
Davenport & Company LLC 2005 - Present
DIMON Incorporated (now Alliance One International Inc.) 1997 - 2005
DIMON Incorporated (formerly Dibrell Brothers Inc.) 1993 - 1997
Skills
Retirement Planning, Investment Advisory, Wealth Management, IRAs, Asset Allocation, Securities, 401k, Retirement, Mutual Funds, Investments, Portfolio Management, Series 65, Series 7, Asset Managment, Equities, Asset Management, Investor Relations, Mergers & Acquisitions, Sales, Management, Leadership
Education
North Carolina State University - College of Management 1988 — 1991
ME, Economics
North Carolina State University 1983 — 1985
BS, Agricultural Economics
Davenport & Company LLC 2005 - Present
DIMON Incorporated (now Alliance One International Inc.) 1997 - 2005
DIMON Incorporated (formerly Dibrell Brothers Inc.) 1993 - 1997
Skills
Retirement Planning, Investment Advisory, Wealth Management, IRAs, Asset Allocation, Securities, 401k, Retirement, Mutual Funds, Investments, Portfolio Management, Series 65, Series 7, Asset Managment, Equities, Asset Management, Investor Relations, Mergers & Acquisitions, Sales, Management, Leadership
Education
North Carolina State University - College of Management 1988 — 1991
ME, Economics
North Carolina State University 1983 — 1985
BS, Agricultural Economics
Jonathan Stratton Jonathan Stratton's Davenport & Company LLC Experience May 2004 - Present
Job Compliance Officer
Industry Financial Services
Experience
Davenport & Company LLC May 2004 - Present
Skills
Mutual Funds, Securities, Series 24, FINRA, Investments
Education
James Madison University 1998 — 2002
Bachelor of Business Administration, Finance
Davenport & Company LLC May 2004 - Present
Skills
Mutual Funds, Securities, Series 24, FINRA, Investments
Education
James Madison University 1998 — 2002
Bachelor of Business Administration, Finance
Elizabeth Brailsford Elizabeth Brailsford's Davenport & Company LLC Experience May 2013 - August 2013
Job
Industry
Experience
Altria May 2014 - August 2014
Meliora October 2013 - May 2014
Davenport & Company LLC May 2013 - August 2013
Education
University of Virginia 2012 — 2015
Bachelor of Commerce (BCom), Finance and Marketing
Dartmouth College 2011 — 2012
Altria May 2014 - August 2014
Meliora October 2013 - May 2014
Davenport & Company LLC May 2013 - August 2013
Education
University of Virginia 2012 — 2015
Bachelor of Commerce (BCom), Finance and Marketing
Dartmouth College 2011 — 2012
Robert Barry Robert Barry's Davenport & Company LLC Experience June 2011 - August 2011
Job Senior Analyst, Capital Markets
Industry Financial Services
Experience
Capital One July 2014 - Present
Capital One May 2014 - Present
Capital One April 2013 - Present
Capital One June 2012 - May 2013
Davenport & Company LLC June 2011 - August 2011
Skills
Capital Markets, Bloomberg, Risk Management, Data Analysis, Microsoft Office, PowerPoint, Financial Analysis, Financial Modeling, Alchemy, Management
Education
Denison University
Capital One July 2014 - Present
Capital One May 2014 - Present
Capital One April 2013 - Present
Capital One June 2012 - May 2013
Davenport & Company LLC June 2011 - August 2011
Skills
Capital Markets, Bloomberg, Risk Management, Data Analysis, Microsoft Office, PowerPoint, Financial Analysis, Financial Modeling, Alchemy, Management
Education
Denison University
Kimberley McMillan, CFP® Kimberley McMillan, CFP®'s Davenport & Company LLC Experience December 1998 - Present
Job Vice President of Investments at Davenport & Company LLC
Industry Financial Services
Experience
Davenport & Company LLC December 1998 - Present
Skills
Series 7, Series 63, Series 65, Investments, Portfolio Management, Leadership, Sales, Retirement Planning, Certified Financial..., Asset Management, Financial Services, Retirement, Mutual Funds, Financial Planning, Finance, Equities, Securities, Wealth Management, Financial Advisory, Asset Allocation
Education
Old Dominion University 2006 — 2007
Professional Financial Planner, Financial Planning and Services
East Carolina University 1990 — 1994
Bachelor's Degree, Finance
Davenport & Company LLC December 1998 - Present
Skills
Series 7, Series 63, Series 65, Investments, Portfolio Management, Leadership, Sales, Retirement Planning, Certified Financial..., Asset Management, Financial Services, Retirement, Mutual Funds, Financial Planning, Finance, Equities, Securities, Wealth Management, Financial Advisory, Asset Allocation
Education
Old Dominion University 2006 — 2007
Professional Financial Planner, Financial Planning and Services
East Carolina University 1990 — 1994
Bachelor's Degree, Finance
Geoffrey Sulanke, CFA Geoffrey Sulanke, CFA's Davenport & Company LLC Experience May 2006 - Present
Job Senior Vice President at Davenport & Company LLC
Industry Financial Services
Experience
Davenport & Company LLC May 2006 - Present
Davenport & Company LLC May 2004 - August 2006
Skills
Series 7, Investments, Asset Managment, Portfolio Management, Financial Modeling, Valuation, Capital Markets, Series 63, Asset Allocation, Securities, Financial Analysis, Investment Advisory, Investment Management
Education
The College of William and Mary - The Mason School of Business 2002 — 2004
Master of Business Administration (MBA)
James Madison University 1994 — 1998
BS, Biology, General
Davenport & Company LLC May 2006 - Present
Davenport & Company LLC May 2004 - August 2006
Skills
Series 7, Investments, Asset Managment, Portfolio Management, Financial Modeling, Valuation, Capital Markets, Series 63, Asset Allocation, Securities, Financial Analysis, Investment Advisory, Investment Management
Education
The College of William and Mary - The Mason School of Business 2002 — 2004
Master of Business Administration (MBA)
James Madison University 1994 — 1998
BS, Biology, General
Youwei Shao's Davenport & Company LLC Experience August 2014 - Present
Job Financial Analyst Intern at Davenport & Company LLC
Industry Financial Services
Experience
Davenport & Company LLC August 2014 - Present
The College of William and Mary August 2014 - Present
Xenith Bank May 2014 - August 2014
YYS Landscape Architects Co., Ltd. December 2008 - July 2013
Egholm Maskiner A/S April 2007 - October 2008
Changan Ford Mazda Co., Ltd. February 2006 - July 2006
Skills
Entrepreneurship, Mechanical Engineering, Security Investment, Teamwork, Leadership, Project Management, Business Strategy, Team Leadership, Customer Service, Data Analysis, Strategic Planning, Market Research, Small Business, Financial Analysis, Economics, Languages, Client Development, Strategic Communications, Quick Thinker, China Business..., Multinational, Presentations
Education
The College of William and Mary - The Mason School of Business 2013 — 2015
Master of Business Administration (MBA), Business Administration, Management & Finance, Accumulative GPA 3.6 of 4.0
Tsinghua University 2001 — 2005
Bachelor of Engineering (B.Eng.), Mechanical Engineering and Automation
Davenport & Company LLC August 2014 - Present
The College of William and Mary August 2014 - Present
Xenith Bank May 2014 - August 2014
YYS Landscape Architects Co., Ltd. December 2008 - July 2013
Egholm Maskiner A/S April 2007 - October 2008
Changan Ford Mazda Co., Ltd. February 2006 - July 2006
Skills
Entrepreneurship, Mechanical Engineering, Security Investment, Teamwork, Leadership, Project Management, Business Strategy, Team Leadership, Customer Service, Data Analysis, Strategic Planning, Market Research, Small Business, Financial Analysis, Economics, Languages, Client Development, Strategic Communications, Quick Thinker, China Business..., Multinational, Presentations
Education
The College of William and Mary - The Mason School of Business 2013 — 2015
Master of Business Administration (MBA), Business Administration, Management & Finance, Accumulative GPA 3.6 of 4.0
Tsinghua University 2001 — 2005
Bachelor of Engineering (B.Eng.), Mechanical Engineering and Automation
David Posner David Posner's Davenport & Company LLC Experience November 2012 - Present
Job Investment Executive at Davenport & Company LLC
Industry Financial Services
Experience
Davenport & Company LLC November 2012 - Present
Halstead Property July 2012 - March 2013
The Corcoran Group May 2011 - July 2012
Starnest November 2008 - May 2011
NoFeeOnly Inc. November 2008 - May 2011
Animal Fair Mag September 2006 - November 2008
Skills
Real Estate, Finance, Real Estate Transactions, Construction, Entrepreneurship, Lease Administration, Sellers, Relocation, Condos, Shopping Centers, Coaching, New Business Development, Investment Properties, Selling, Research, Property Management, Marketing Strategy, Affordable Housing, Buyer Representation, Outlook, Sales Management, Rentals, Valuation, Corporate Real Estate, Apartments, Real Estate Economics, Brokerage, First Time Home Buyers, Real Estate Development
Education
The New School 2002 — 2006
BA
Davenport & Company LLC November 2012 - Present
Halstead Property July 2012 - March 2013
The Corcoran Group May 2011 - July 2012
Starnest November 2008 - May 2011
NoFeeOnly Inc. November 2008 - May 2011
Animal Fair Mag September 2006 - November 2008
Skills
Real Estate, Finance, Real Estate Transactions, Construction, Entrepreneurship, Lease Administration, Sellers, Relocation, Condos, Shopping Centers, Coaching, New Business Development, Investment Properties, Selling, Research, Property Management, Marketing Strategy, Affordable Housing, Buyer Representation, Outlook, Sales Management, Rentals, Valuation, Corporate Real Estate, Apartments, Real Estate Economics, Brokerage, First Time Home Buyers, Real Estate Development
Education
The New School 2002 — 2006
BA
Daniel Fair Daniel Fair's Davenport & Company LLC Experience
Job Vice President Investments at Davenport & Company LLC
Industry Financial Services
Experience
Davenport & Company LLC
Skills
Investments, Financial Advisory, Securities, FINRA, Financial Services, Strategy
Education
East Tennessee State University 1971 — 1975
Bachelor of Science (B.S.), Finance, General, Economics
Davenport & Company LLC
Skills
Investments, Financial Advisory, Securities, FINRA, Financial Services, Strategy
Education
East Tennessee State University 1971 — 1975
Bachelor of Science (B.S.), Finance, General, Economics
Kristine Becker's Davenport & Company LLC Experience May 2015 - Present
Job Communications Manager at Davenport & Company LLC
Industry Legal Services
Experience
Davenport & Company LLC May 2015 - Present
McGuireWoods LLP January 2006 - May 2015
McGuireWoods LLP January 2006 - April 2010
Skills
Advertising, Brochures, Marketing Communications, Newsletters, Graphic Design, Art Direction, Posters, Logo Design, Graphics, Marketing, Marketing Strategy
Education
Central Michigan University 1991 — 1995
BS, Journalism - Advertising
Davenport & Company LLC May 2015 - Present
McGuireWoods LLP January 2006 - May 2015
McGuireWoods LLP January 2006 - April 2010
Skills
Advertising, Brochures, Marketing Communications, Newsletters, Graphic Design, Art Direction, Posters, Logo Design, Graphics, Marketing, Marketing Strategy
Education
Central Michigan University 1991 — 1995
BS, Journalism - Advertising
Meghan Councill Meghan Councill's Davenport & Company LLC Experience July 2011 - Present
Job Investment Executive at Davenport & Company LLC
Industry Financial Services
Experience
Davenport & Company LLC July 2011 - Present
Crook & Pack, P.C. May 2009 - May 2011
Old Dominion University January 2007 - July 2008
Skills
Communication Skills, Leadership, Asset Managment, Business Development, Coordination, Community Outreach, Curriculum Design, Events, Higher Education, Internet, Microsoft Office, Marketing Research, Negotiation, Organization, PowerPoint, Strategic Planning, Unix, Writing, Creative Writing, Yoga, Public Relations, Asset Management, Event Planning, Advertising, Networking
Education
Old Dominion University
Master's Degree, Corporate Training / Adult Education
Old Dominion University
Bachelor's Degree, Merchandising with a Minor in Marketing
Davenport & Company LLC July 2011 - Present
Crook & Pack, P.C. May 2009 - May 2011
Old Dominion University January 2007 - July 2008
Skills
Communication Skills, Leadership, Asset Managment, Business Development, Coordination, Community Outreach, Curriculum Design, Events, Higher Education, Internet, Microsoft Office, Marketing Research, Negotiation, Organization, PowerPoint, Strategic Planning, Unix, Writing, Creative Writing, Yoga, Public Relations, Asset Management, Event Planning, Advertising, Networking
Education
Old Dominion University
Master's Degree, Corporate Training / Adult Education
Old Dominion University
Bachelor's Degree, Merchandising with a Minor in Marketing
Brian Rountree Brian Rountree's Davenport & Company LLC Experience August 1999 - January 2002
Job Senior Vice President & Market Manager
Industry Financial Services
Experience
Bank of America Merrill Lynch November 2014 - Present
Bank of America Merrill Lynch April 2004 - Present
SouthTrust Bank January 2002 - April 2004
Davenport & Company LLC August 1999 - January 2002
Bank of America May 1992 - August 1999
US Army August 1985 - July 1989
Skills
Credit Analysis, Corporate Finance, Commercial Lending, Portfolio Management, Asset Based Lending, Mergers & Acquisitions, Investment Banking, Commercial Banking, Securities, Equities, Leveraged Finance, Series 7, Financial Services
Education
Virginia Commonwealth University - Graduate School of Business 2000 — 2002
MBA
Old Dominion University - College of Business and Public Administration 1989 — 1993
BSBA
Bank of America Merrill Lynch November 2014 - Present
Bank of America Merrill Lynch April 2004 - Present
SouthTrust Bank January 2002 - April 2004
Davenport & Company LLC August 1999 - January 2002
Bank of America May 1992 - August 1999
US Army August 1985 - July 1989
Skills
Credit Analysis, Corporate Finance, Commercial Lending, Portfolio Management, Asset Based Lending, Mergers & Acquisitions, Investment Banking, Commercial Banking, Securities, Equities, Leveraged Finance, Series 7, Financial Services
Education
Virginia Commonwealth University - Graduate School of Business 2000 — 2002
MBA
Old Dominion University - College of Business and Public Administration 1989 — 1993
BSBA
Joy Clayton Dade Joy Clayton Dade's Davenport & Company LLC Experience December 1999 - May 2003
Job Creative Writer and Freelance Editor
Industry Writing and Editing
Experience
Examiner.com April 2011 - March 2012
Willie & Associates, PC May 2005 - April 2007
Christine M. Sampson, PC May 2005 - April 2007
St. John the Divine August 2003 - April 2005
Davenport & Company LLC December 1999 - May 2003
Circuit City May 1998 - December 1999
Circuit City March 1997 - May 1998
Skills
Editing, Research, Creative Writing, Copy Editing, Event Planning, Photoshop, Speech Writing, Copywriting, Event Management, Higher Education, Journalism, Facebook, Publishing, Social Networking
Education
James Madison University 1991 — 1995
BA, English
Washington and Lee High School
Washington and Lee High School
Examiner.com April 2011 - March 2012
Willie & Associates, PC May 2005 - April 2007
Christine M. Sampson, PC May 2005 - April 2007
St. John the Divine August 2003 - April 2005
Davenport & Company LLC December 1999 - May 2003
Circuit City May 1998 - December 1999
Circuit City March 1997 - May 1998
Skills
Editing, Research, Creative Writing, Copy Editing, Event Planning, Photoshop, Speech Writing, Copywriting, Event Management, Higher Education, Journalism, Facebook, Publishing, Social Networking
Education
James Madison University 1991 — 1995
BA, English
Washington and Lee High School
Washington and Lee High School
Church Young Church Young's Davenport & Company LLC Experience 2006 - Present
Job Senior VicePresident at Davenport & Company LLC
Industry Financial Services
Experience
Davenport & Company LLC 2006 - Present
UBS/PaineWebber October 1999 - May 2006
Wheat First Butcher Singer (now Wells Fargo Advisors) December 1993 - October 1999
James River Corporation November 1984 - December 1993
Skills
Retirement Planning, Strategic Financial..., Investments, Series 7, Portfolio Management, Strategic Planning, Securities, Mergers & Acquisitions, Management
Education
Hampden-Sydney College 1980 — 1984
BA, Economics
St. Christopher’s School 1967 — 1980
Davenport & Company LLC 2006 - Present
UBS/PaineWebber October 1999 - May 2006
Wheat First Butcher Singer (now Wells Fargo Advisors) December 1993 - October 1999
James River Corporation November 1984 - December 1993
Skills
Retirement Planning, Strategic Financial..., Investments, Series 7, Portfolio Management, Strategic Planning, Securities, Mergers & Acquisitions, Management
Education
Hampden-Sydney College 1980 — 1984
BA, Economics
St. Christopher’s School 1967 — 1980
Tom Brinkmann Tom Brinkmann's Davenport & Company LLC Experience September 2006 - August 2007
Job Manager Intel and Pricing Strategy at McNeilus Truck and Manufacturing, Inc.
Industry Machinery
Experience
McNeilus Truck and Manufacturing, Inc. September 2013 - Present
Langenberg & Company February 2013 - August 2013
Clean Air Concepts April 2012 - December 2012
BMO Capital Markets November 2007 - December 2011
Davenport & Company LLC September 2006 - August 2007
AB&H Donohue Engineers February 2003 - September 2006
Skills
Financial Modeling, Investments, Equity Research, Oil & Gas Industry, Financial Analysis, Portfolio Management, Valuation, Corporate Finance, Energy, Infrastructure, Civil Engineering, Project Management, Manage Client..., Industrial Sector, Analysis, Asset Management, Capital Markets
Education
The University of Chicago Booth School of Business 2002 — 2006
M.B.A., Accounting and Finance
University of Illinois at Urbana-Champaign
B.S., Civil Engineering
McNeilus Truck and Manufacturing, Inc. September 2013 - Present
Langenberg & Company February 2013 - August 2013
Clean Air Concepts April 2012 - December 2012
BMO Capital Markets November 2007 - December 2011
Davenport & Company LLC September 2006 - August 2007
AB&H Donohue Engineers February 2003 - September 2006
Skills
Financial Modeling, Investments, Equity Research, Oil & Gas Industry, Financial Analysis, Portfolio Management, Valuation, Corporate Finance, Energy, Infrastructure, Civil Engineering, Project Management, Manage Client..., Industrial Sector, Analysis, Asset Management, Capital Markets
Education
The University of Chicago Booth School of Business 2002 — 2006
M.B.A., Accounting and Finance
University of Illinois at Urbana-Champaign
B.S., Civil Engineering
Wright Ramsey Wright Ramsey's Davenport & Company LLC Experience April 2013 - Present
Job Portfolio Manager at Davenport & Company LLC
Industry Investment Management
Experience
Davenport & Company LLC April 2013 - Present
Davenport & Company LLC June 2008 - April 2013
Education
Bucknell University 1994 — 1998
BS, Civil Engineering
Trinity Episcopal 1990 — 1994
Davenport & Company LLC April 2013 - Present
Davenport & Company LLC June 2008 - April 2013
Education
Bucknell University 1994 — 1998
BS, Civil Engineering
Trinity Episcopal 1990 — 1994
Lisa Kern CFA,CFP®'s Davenport & Company LLC Experience February 1996 - February 2013
Job Senior Vice President InvestmentsFinancial Advisor Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors February 2013 - Present
Davenport & Company LLC February 1996 - February 2013
Kanawa Capital Management January 1994 - January 1996
Crestar Trust Investment Management Group December 1989 - December 1993
Ameriprise Financial Services, Inc. January 1983 - December 1989
Education
Virginia Commonwealth University - School of Business 1988 — 1991
MBA, Finance-Real Estate Urban Land Development
Randolph-Macon College 1978 — 1982
BA, Political Science
Wells Fargo Advisors February 2013 - Present
Davenport & Company LLC February 1996 - February 2013
Kanawa Capital Management January 1994 - January 1996
Crestar Trust Investment Management Group December 1989 - December 1993
Ameriprise Financial Services, Inc. January 1983 - December 1989
Education
Virginia Commonwealth University - School of Business 1988 — 1991
MBA, Finance-Real Estate Urban Land Development
Randolph-Macon College 1978 — 1982
BA, Political Science
Carter Leake Carter Leake's Davenport & Company LLC Experience May 2006 - April 2011
Job Senior Vice President, Investment Banking
Industry Investment Banking
Experience
BB&T Capital Markets May 2011 - Present
Davenport & Company LLC May 2006 - April 2011
Mesa Air Group January 2001 - May 2006
Bombardier Aerospace January 1996 - January 2001
ICF SH&E December 1993 - January 1996
US Air Force January 1985 - January 1992
Skills
Aerospace, Fundamental Research, Sell Side, Financial Analysis, Financial Modeling, Strategic Planning, Investments, Excel, Negotiation, Aircraft, Airline Management, Aircraft Leasing, Aircraft Finance, Defense, Risk Management, Research, Microsoft Excel, Investment Banking, Equities, Corporate Development, Equity Research, Fixed Income, Portfolio Management, M&A experience, Securities, Private Equity, Business Valuation, Venture Capital, Project Finance, Equity Valuation, Analysis, Valuation, Economics, Investment Strategies, Structured Finance, Alternative Investments, Strategic Financial..., Private Placements, Due Diligence, Asset Management, Capital Markets, Mergers & Acquisitions
Education
University of Virginia
BA, Economics
Embry Riddle Aeronautical University-Worldwide
Masters Aeronautical Science
Episcopal High School
BB&T Capital Markets May 2011 - Present
Davenport & Company LLC May 2006 - April 2011
Mesa Air Group January 2001 - May 2006
Bombardier Aerospace January 1996 - January 2001
ICF SH&E December 1993 - January 1996
US Air Force January 1985 - January 1992
Skills
Aerospace, Fundamental Research, Sell Side, Financial Analysis, Financial Modeling, Strategic Planning, Investments, Excel, Negotiation, Aircraft, Airline Management, Aircraft Leasing, Aircraft Finance, Defense, Risk Management, Research, Microsoft Excel, Investment Banking, Equities, Corporate Development, Equity Research, Fixed Income, Portfolio Management, M&A experience, Securities, Private Equity, Business Valuation, Venture Capital, Project Finance, Equity Valuation, Analysis, Valuation, Economics, Investment Strategies, Structured Finance, Alternative Investments, Strategic Financial..., Private Placements, Due Diligence, Asset Management, Capital Markets, Mergers & Acquisitions
Education
University of Virginia
BA, Economics
Embry Riddle Aeronautical University-Worldwide
Masters Aeronautical Science
Episcopal High School
Byron Harrell CFP®, CRPS® Byron Harrell CFP®, CRPS®'s Davenport & Company LLC Experience February 2009 - Present
Job Vice PresidentInvestments at Davenport & Company LLC
Industry Financial Services
Experience
Davenport & Company LLC February 2009 - Present
Smith Barney September 2004 - February 2009
Skills
Series 7, Retirement Planning, Asset Managment, Employee Stock Options, Investments, Asset Management, Financial Services, Wealth Management, Finance, Investment Advisory, FINRA, Financial Advisory, Securities, Asset Allocation, Management, Wealth, Portfolio Management
Education
Randolph-Macon College 1996 — 2000
BS, Accounting
Davenport & Company LLC February 2009 - Present
Smith Barney September 2004 - February 2009
Skills
Series 7, Retirement Planning, Asset Managment, Employee Stock Options, Investments, Asset Management, Financial Services, Wealth Management, Finance, Investment Advisory, FINRA, Financial Advisory, Securities, Asset Allocation, Management, Wealth, Portfolio Management
Education
Randolph-Macon College 1996 — 2000
BS, Accounting
Stephen Spraker Stephen Spraker's Davenport & Company LLC Experience 2002 - November 2012
Job Vice PresidentInvestments at BB&T Scott & Stringfellow
Industry Financial Services
Experience
BB&T Scott & Stringfellow November 2012 - Present
Davenport & Company LLC 2002 - November 2012
Morgan Keegan 1999 - 2002
Viasystems Technologies 1997 - 2000
Skills
Series 7, Investments, Retirement, Investment Strategies, Retirement Planning, Series 63, Wealth Management, Investment Advisory, Finance, Securities, Estate Planning, Alternative Investments, Asset Management, FINRA, Uniform Combined State..., Series 65
Education
Hampden-Sydney College 1992 — 1997
ba, history
Collegiate 1979 — 1992
BB&T Scott & Stringfellow November 2012 - Present
Davenport & Company LLC 2002 - November 2012
Morgan Keegan 1999 - 2002
Viasystems Technologies 1997 - 2000
Skills
Series 7, Investments, Retirement, Investment Strategies, Retirement Planning, Series 63, Wealth Management, Investment Advisory, Finance, Securities, Estate Planning, Alternative Investments, Asset Management, FINRA, Uniform Combined State..., Series 65
Education
Hampden-Sydney College 1992 — 1997
ba, history
Collegiate 1979 — 1992
Alex Mundin Alex Mundin's Davenport & Company LLC Experience 2002 - 2005
Job Sales and Marketing Leader Smart Water Management Services
Industry Renewables & Environment
Experience
Banyan Water November 2014 - Present
NWP 2012 - 2015
Ecova 2011 - 2012
ista North America 2009 - 2011
Interline Brands 2005 - 2009
Davenport & Company LLC 2002 - 2005
UBS 1998 - 2002
Skills
Consultative Selling, New Business Development, Account Management, Selling, Building Relationships, Needs Analysis, Presentations, Salesforce.com, Direct Sales, Management, Sales, Sales Management, Training, B2B, Business Strategy, Business Development, Leadership, Solution Selling, Lead Generation, Sales Process, Relationship Building
Education
College of Charleston 1990 — 1994
BS, Business Administration
St. Christopher's School 1977 — 1990
Banyan Water November 2014 - Present
NWP 2012 - 2015
Ecova 2011 - 2012
ista North America 2009 - 2011
Interline Brands 2005 - 2009
Davenport & Company LLC 2002 - 2005
UBS 1998 - 2002
Skills
Consultative Selling, New Business Development, Account Management, Selling, Building Relationships, Needs Analysis, Presentations, Salesforce.com, Direct Sales, Management, Sales, Sales Management, Training, B2B, Business Strategy, Business Development, Leadership, Solution Selling, Lead Generation, Sales Process, Relationship Building
Education
College of Charleston 1990 — 1994
BS, Business Administration
St. Christopher's School 1977 — 1990
David Hull's Davenport & Company LLC Experience June 2009 - August 2009
Job Senior Analyst, FP&A at WeddingWire
Industry Financial Services
Experience
WeddingWire May 2015 - Present
Deloitte August 2012 - Present
Deloitte July 2010 - August 2012
Davenport & Company LLC June 2009 - August 2009
Skills
Valuation, Data Analysis, Financial Modeling, Capital Markets, Corporate Finance, Financial Analysis, Quantitative Analytics, VBA, SAS, Economics, CFA Level 1 Candidate, Asset Management, Investments, Business Analysis, Private Equity, Finance, Equities, Strategy, Tableau
Education
James Madison University - College of Business 2006 — 2010
BBA, Finance and Economics
St. Christopher's 2002 — 2006
WeddingWire May 2015 - Present
Deloitte August 2012 - Present
Deloitte July 2010 - August 2012
Davenport & Company LLC June 2009 - August 2009
Skills
Valuation, Data Analysis, Financial Modeling, Capital Markets, Corporate Finance, Financial Analysis, Quantitative Analytics, VBA, SAS, Economics, CFA Level 1 Candidate, Asset Management, Investments, Business Analysis, Private Equity, Finance, Equities, Strategy, Tableau
Education
James Madison University - College of Business 2006 — 2010
BBA, Finance and Economics
St. Christopher's 2002 — 2006
Elizabeth McElroy's Davenport & Company LLC Experience June 2014 - July 2014
Job Office Assistant in Alumnae/Development Office
Industry Higher Education
Experience
Nanny May 2013 - Present
McElroy Photography 2012 - Present
Sweet Briar College February 2014 - May 2015
Sweet Briar College September 2012 - May 2015
Davenport & Company LLC June 2014 - July 2014
John's Island Club June 2009 - July 2014
Strange's Florist March 2012 - June 2012
Chick-fil-A 2010 - 2012
Skills
Microsoft Office, Banner, Mac OS, Mac, Management, Social Media Marketing, Human Resources, Facebook, Banners, Event Planning, Newsletters, Social Media, Event Management, Public Speaking, Hospitality, Microsoft Word, Fundraising, Social Networking, Customer Service
Education
Sweet Briar College 2012 — 2015
Business
Goochland High School 2010 — 2012
Nanny May 2013 - Present
McElroy Photography 2012 - Present
Sweet Briar College February 2014 - May 2015
Sweet Briar College September 2012 - May 2015
Davenport & Company LLC June 2014 - July 2014
John's Island Club June 2009 - July 2014
Strange's Florist March 2012 - June 2012
Chick-fil-A 2010 - 2012
Skills
Microsoft Office, Banner, Mac OS, Mac, Management, Social Media Marketing, Human Resources, Facebook, Banners, Event Planning, Newsletters, Social Media, Event Management, Public Speaking, Hospitality, Microsoft Word, Fundraising, Social Networking, Customer Service
Education
Sweet Briar College 2012 — 2015
Business
Goochland High School 2010 — 2012
Bill Muth Bill Muth's Davenport & Company LLC Experience November 2006 - Present
Job SVP, Financial Services at Davenport & Company LLC
Industry Financial Services
Experience
Davenport & Company LLC November 2006 - Present
Wells Fargo Advisors August 1989 - October 2006
A.G. Edwards & Sons, Inc. September 1983 - July 1989
Skills
Financial Planning, Investment Strategies, Social Security
Education
Rutgers, The State University of New Jersey-Newark 1974 — 1976
Master of Business Administration (M.B.A.), Accounting
Dickinson College 1967 — 1971
Bachelor's degree, Economics
Lower Moreland High School 1963 — 1967
High School
Davenport & Company LLC November 2006 - Present
Wells Fargo Advisors August 1989 - October 2006
A.G. Edwards & Sons, Inc. September 1983 - July 1989
Skills
Financial Planning, Investment Strategies, Social Security
Education
Rutgers, The State University of New Jersey-Newark 1974 — 1976
Master of Business Administration (M.B.A.), Accounting
Dickinson College 1967 — 1971
Bachelor's degree, Economics
Lower Moreland High School 1963 — 1967
High School
Daniel Gajewski's Davenport & Company LLC Experience May 2008 - August 2008
Job Institutional Equity Sales at Piper Jaffray & Co.
Industry Financial Services
Experience
Piper Jaffray May 2014 - Present
Sidoti & Company, LLC August 2011 - May 2014
Coleman Research Group September 2010 - August 2011
Coleman Research Group June 2009 - September 2010
Davenport & Company LLC May 2008 - August 2008
Blaster Fulfillment Company May 2007 - August 2007
Skills
Investments, Series 7, Hedge Funds, Research, Financial Analysis, Asset Managment, Microsoft Excel, Analysis, Economics, Market Research, Equities, Equity Research, Due Diligence, Microsoft Office, PowerPoint, Portfolio Management, Series 63, Debt, Capital Markets
Education
Kenyon College 2005 — 2009
BA, Psychology
Brunswick High School 2001 — 2005
Piper Jaffray May 2014 - Present
Sidoti & Company, LLC August 2011 - May 2014
Coleman Research Group September 2010 - August 2011
Coleman Research Group June 2009 - September 2010
Davenport & Company LLC May 2008 - August 2008
Blaster Fulfillment Company May 2007 - August 2007
Skills
Investments, Series 7, Hedge Funds, Research, Financial Analysis, Asset Managment, Microsoft Excel, Analysis, Economics, Market Research, Equities, Equity Research, Due Diligence, Microsoft Office, PowerPoint, Portfolio Management, Series 63, Debt, Capital Markets
Education
Kenyon College 2005 — 2009
BA, Psychology
Brunswick High School 2001 — 2005
Elizabeth Tubbs Elizabeth Tubbs's Davenport & Company LLC Experience January 2006 - June 2013
Job Senior Account Manager at Punch
Industry Marketing and Advertising
Experience
PUNCH - The Art of Impact June 2015 - Present
Knowledge Capital Group January 2014 - May 2015
Garden & Gun October 2013 - January 2014
Davenport & Company LLC January 2006 - June 2013
Skills
Event Planning, Volunteer Management, Recruiting, Community Outreach, Strategic Planning, Strategic Hiring, Consulting, Talent Management, Process Improvement, Organizational..., Business Development, Healthcare Consulting, Corporate Events, Branch Administration, Volunteer Recruiting, Commission Analysis, Transition Planning, EMR, Uniform Combined State..., Series 63, FINRA, Management, Healthcare Management, Compensation
Education
James Madison University 2001 — 2005
Bachelor of Arts (B.A.), History
PUNCH - The Art of Impact June 2015 - Present
Knowledge Capital Group January 2014 - May 2015
Garden & Gun October 2013 - January 2014
Davenport & Company LLC January 2006 - June 2013
Skills
Event Planning, Volunteer Management, Recruiting, Community Outreach, Strategic Planning, Strategic Hiring, Consulting, Talent Management, Process Improvement, Organizational..., Business Development, Healthcare Consulting, Corporate Events, Branch Administration, Volunteer Recruiting, Commission Analysis, Transition Planning, EMR, Uniform Combined State..., Series 63, FINRA, Management, Healthcare Management, Compensation
Education
James Madison University 2001 — 2005
Bachelor of Arts (B.A.), History
Nathan Manning's Davenport & Company LLC Experience June 2015 - September 2015
Job Operations Intern at Davenport & Company LLC
Industry Government Administration
Experience
CVS Caremark Corporation June 2013 - Present
Davenport & Company LLC June 2015 - September 2015
Virginia Department of Emergency Management February 2015 - May 2015
Manning Construction, Inc. 2010 - May 2013
TheatreLAB May 2012 - August 2012
Skills
Microsoft Office, Research, Data Analysis, Government, Cyber-security, Leadership, Team Building, Disaster Recovery, Customer Service, Quality Management, Consulting, Quality Assurance, Computers, Negotiation, Software, Community Outreach, Communication, Security, Network Security, Policy Analysis, Political Science, National Security, Public Speaking, Social Media, Event Planning, Microsoft Excel, PowerPoint, Training, Budget Monitoring, Event Management, Organizational...
Education
Virginia Commonwealth University 2012 — 2016
Bachelor of Arts (B.A.), Homeland Security/Emergency Preparedness
Virginia Commonwealth University 2012 — 2016
Bachelor of Science (BS), Criminal Justice
Universidad de Córdoba 2015 — 2015
Spanish Language
CVS Caremark Corporation June 2013 - Present
Davenport & Company LLC June 2015 - September 2015
Virginia Department of Emergency Management February 2015 - May 2015
Manning Construction, Inc. 2010 - May 2013
TheatreLAB May 2012 - August 2012
Skills
Microsoft Office, Research, Data Analysis, Government, Cyber-security, Leadership, Team Building, Disaster Recovery, Customer Service, Quality Management, Consulting, Quality Assurance, Computers, Negotiation, Software, Community Outreach, Communication, Security, Network Security, Policy Analysis, Political Science, National Security, Public Speaking, Social Media, Event Planning, Microsoft Excel, PowerPoint, Training, Budget Monitoring, Event Management, Organizational...
Education
Virginia Commonwealth University 2012 — 2016
Bachelor of Arts (B.A.), Homeland Security/Emergency Preparedness
Virginia Commonwealth University 2012 — 2016
Bachelor of Science (BS), Criminal Justice
Universidad de Córdoba 2015 — 2015
Spanish Language
Sarah (Baker) Angus's Davenport & Company LLC Experience April 2005 - September 2011
Job Domestic Engineer
Industry Primary/Secondary Education
Experience
William H. Angus,DDS/Angus Dentistry September 2011 - August 2013
Davenport & Company LLC April 2005 - September 2011
Skills
Finance, Accounting, Management, Data Entry, Newsletters, Research, Invoicing, Microsoft Office, Online Publishing, Bloomberg, Dental Insurance, Dental Software, Dental Assisting, Radiography
Education
Adrian College 2002 — 2004
Bachelor of Arts, Psychology
William H. Angus,DDS/Angus Dentistry September 2011 - August 2013
Davenport & Company LLC April 2005 - September 2011
Skills
Finance, Accounting, Management, Data Entry, Newsletters, Research, Invoicing, Microsoft Office, Online Publishing, Bloomberg, Dental Insurance, Dental Software, Dental Assisting, Radiography
Education
Adrian College 2002 — 2004
Bachelor of Arts, Psychology
Cameron Cann Cameron Cann's Davenport & Company LLC Experience June 2012 - August 2012
Job NSCC / Financials Representative at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company July 2014 - Present
Kirkham's Outdoor Products June 2013 - January 2014
RiverFront Investment Group January 2013 - January 2013
Davenport & Company LLC June 2012 - August 2012
RiverFront Investment Group January 2012 - February 2012
Calico Restaurant June 2011 - July 2011
Franks Outback June 2010 - August 2010
F. Richard Wilton Jr., Inc. June 2009 - August 2009
Steeber & Father Co Inc. June 2008 - August 2008
Lowe Brockenbrough & Company June 2008 - June 2008
Skills
Microsoft Office, Word, PowerPoint, Access, Attention To Detail, Highly Analytical, BLS CPR/ AED for the..., Emergency Medical..., Microsoft Excel, Microsoft Word, Finance, Investments, Time Management, Research, Teamwork, Leadership, Data Analysis, Financial Analysis
Education
Wofford College 2009 — 2014
BA, Finance, Business
Richmond, The American International University in London 2012 — 2012
International Finance, International Business
St. Christopher's School 1995 — 2009
ALPS, A DST Company July 2014 - Present
Kirkham's Outdoor Products June 2013 - January 2014
RiverFront Investment Group January 2013 - January 2013
Davenport & Company LLC June 2012 - August 2012
RiverFront Investment Group January 2012 - February 2012
Calico Restaurant June 2011 - July 2011
Franks Outback June 2010 - August 2010
F. Richard Wilton Jr., Inc. June 2009 - August 2009
Steeber & Father Co Inc. June 2008 - August 2008
Lowe Brockenbrough & Company June 2008 - June 2008
Skills
Microsoft Office, Word, PowerPoint, Access, Attention To Detail, Highly Analytical, BLS CPR/ AED for the..., Emergency Medical..., Microsoft Excel, Microsoft Word, Finance, Investments, Time Management, Research, Teamwork, Leadership, Data Analysis, Financial Analysis
Education
Wofford College 2009 — 2014
BA, Finance, Business
Richmond, The American International University in London 2012 — 2012
International Finance, International Business
St. Christopher's School 1995 — 2009
Peyton Young Peyton Young's Davenport & Company LLC Experience May 2011 - August 2011
Job Inside Sales Representative
Industry Wholesale
Experience
Ferguson Enterprises August 2014 - Present
Roanoke College February 2013 - April 2013
Davenport & Company LLC May 2011 - August 2011
Skills
Marketing, Customer Service, Sales, Microsoft Office, Time Management, Teamwork, Public Relations, Microsoft Excel, Account Management, Sales Management, New Business Development
Education
Roanoke College 2010 — 2014
Bachelor of Science (B.S.), Sports Management - Marketing
Roanoke College
Bachelor of Science (B.S.)
Ferguson Enterprises August 2014 - Present
Roanoke College February 2013 - April 2013
Davenport & Company LLC May 2011 - August 2011
Skills
Marketing, Customer Service, Sales, Microsoft Office, Time Management, Teamwork, Public Relations, Microsoft Excel, Account Management, Sales Management, New Business Development
Education
Roanoke College 2010 — 2014
Bachelor of Science (B.S.), Sports Management - Marketing
Roanoke College
Bachelor of Science (B.S.)
Chazzo Habliston Chazzo Habliston's Davenport & Company LLC Experience March 2015 - Present
Job Associate Vice President at Davenport & Company LLC
Industry Financial Services
Experience
Davenport & Company LLC March 2015 - Present
Davenport & Company LLC June 2013 - March 2015
Move It July 2012 - May 2013
Northwestern Mutual May 2012 - September 2012
Davidson College August 2011 - December 2011
St. Stephen's and St. Agnes School June 2005 - August 2011
The Heritage Foundation May 2011 - June 2011
Skills
Data Analysis, PowerPoint, Microsoft Excel, Risk Management, Economics, Microsoft Word, Stata, Customer Data, Financial Analysis, Analysis, Finance, Leadership, Social Media, Strategy
Education
Davidson College 2009 — 2013
Bachelor's Degree, Economics, Mathematics Minor
London School of Economics and Political Science 2011 — 2011
Public Finance
St. Stephen's and St. Agnes School 1997 — 2009
Davenport & Company LLC March 2015 - Present
Davenport & Company LLC June 2013 - March 2015
Move It July 2012 - May 2013
Northwestern Mutual May 2012 - September 2012
Davidson College August 2011 - December 2011
St. Stephen's and St. Agnes School June 2005 - August 2011
The Heritage Foundation May 2011 - June 2011
Skills
Data Analysis, PowerPoint, Microsoft Excel, Risk Management, Economics, Microsoft Word, Stata, Customer Data, Financial Analysis, Analysis, Finance, Leadership, Social Media, Strategy
Education
Davidson College 2009 — 2013
Bachelor's Degree, Economics, Mathematics Minor
London School of Economics and Political Science 2011 — 2011
Public Finance
St. Stephen's and St. Agnes School 1997 — 2009
Missy McGurn Chiles Missy McGurn Chiles's Davenport & Company LLC Experience January 2012 - January 2013
Job Assistant Portfolio Manager @ Davenport & Company LLC
Industry Financial Services
Experience
Davenport & Company LLC January 2012 - January 2013
Davenport & Company LLC January 2011 - January 2012
Skills
Investments, Securities, Financial Advisory, Financial Services, Series 7, Microsoft Office, Customer Service, Training, Sales
Education
Randolph-Macon College 2005 — 2008
Bachelor of Arts (B.A.), Sociology
Davenport & Company LLC January 2012 - January 2013
Davenport & Company LLC January 2011 - January 2012
Skills
Investments, Securities, Financial Advisory, Financial Services, Series 7, Microsoft Office, Customer Service, Training, Sales
Education
Randolph-Macon College 2005 — 2008
Bachelor of Arts (B.A.), Sociology
Jerry Pisecki Jerry Pisecki's Davenport & Company LLC Experience September 2014 - Present
Job Vice President Manager of Central Supervision at Davenport & Company LLC
Industry Financial Services
Experience
Davenport & Company LLC September 2014 - Present
BB&T November 2005 - September 2014
UBS Financial Services May 2004 - November 2005
ACA Financial Guaranty Corporation December 1997 - July 2001
Ambac June 1987 - June 1997
Moody's Investors Service September 1985 - May 1987
Skills
Fixed Income, FINRA, Investment Advisory, Securities Regulation, Securities, Mutual Funds, Capital Markets, Alternative Investments, Asset Management, Financial Analysis, Investment Banking, Due Diligence
Education
Syracuse University College of Law 1982 — 1985
JD, Law
Syracuse University - Maxwell School 1982 — 1985
Master, Economics
University of Wisconsin-Madison 1979 — 1981
Bachelor of Business Administration, Finance
Davenport & Company LLC September 2014 - Present
BB&T November 2005 - September 2014
UBS Financial Services May 2004 - November 2005
ACA Financial Guaranty Corporation December 1997 - July 2001
Ambac June 1987 - June 1997
Moody's Investors Service September 1985 - May 1987
Skills
Fixed Income, FINRA, Investment Advisory, Securities Regulation, Securities, Mutual Funds, Capital Markets, Alternative Investments, Asset Management, Financial Analysis, Investment Banking, Due Diligence
Education
Syracuse University College of Law 1982 — 1985
JD, Law
Syracuse University - Maxwell School 1982 — 1985
Master, Economics
University of Wisconsin-Madison 1979 — 1981
Bachelor of Business Administration, Finance
Austin Pace Austin Pace's Davenport & Company LLC Experience June 2008 - August 2008
Job Advisory Associate at BDO USA, LLP
Industry Management Consulting
Experience
BDO USA, LLP September 2014 - Present
CliftonLarsonAllen June 2013 - August 2013
FHLBanks Office of Finance July 2012 - August 2012
Pace Capital Investors, LLC. June 2007 - August 2010
Davenport & Company LLC June 2008 - August 2008
Skills
Accounting, Financial Reporting, Microsoft Excel, Financial Accounting, PowerPoint, Leadership, Public Speaking, Investments
Education
James Madison University - College of Business 2013 — 2014
Master of Science (M.S.), Accounting
James Madison University - College of Business 2009 — 2013
BBA, Accounting
St. Christopher's School 1996 — 2009
BDO USA, LLP September 2014 - Present
CliftonLarsonAllen June 2013 - August 2013
FHLBanks Office of Finance July 2012 - August 2012
Pace Capital Investors, LLC. June 2007 - August 2010
Davenport & Company LLC June 2008 - August 2008
Skills
Accounting, Financial Reporting, Microsoft Excel, Financial Accounting, PowerPoint, Leadership, Public Speaking, Investments
Education
James Madison University - College of Business 2013 — 2014
Master of Science (M.S.), Accounting
James Madison University - College of Business 2009 — 2013
BBA, Accounting
St. Christopher's School 1996 — 2009
Wiley Joanne Wiley Joanne's Davenport & Company LLC Experience February 1994 - Present
Job Senior Vice President at Davenport & Company LLC
Industry Financial Services
Experience
Davenport & Company LLC February 1994 - Present
Skills
Chartered Financial...
Education
Longwood University
Bachelor of Science (B.S.), Physics
Davenport & Company LLC February 1994 - Present
Skills
Chartered Financial...
Education
Longwood University
Bachelor of Science (B.S.), Physics
Lynette Nice Lynette Nice's Davenport & Company LLC Experience January 2011 - August 2012
Job Elementary School Counselor
Industry Primary/Secondary Education
Experience
James Blaine Blayton Elementary School 2015 - Present
Tabb High School January 2015 - May 2015
George Watkins Elementary School September 2014 - December 2014
Williamsburg Community Chapel September 2012 - July 2014
Davenport & Company LLC January 2011 - August 2012
Williamsburg Community Chapel June 2010 - August 2010
Davenport & Company LLC December 2007 - 2010
Skills
People Skills, Responsible, Hard-worker, Diligent, Multi-tasker, Proactive, Friendly, Organized, Positive Attitude, Efficient, Consistent, Proficient in Microsoft..., Detail oriented, Singer, Self-starter, Dependable, Microsoft Excel, Microsoft Word, Strategic Financial..., Singing, Asset Allocation, Customer Service, Sales, Fundraising, Volunteer Management, Youth Mentoring, Event Planning, Leadership, Time Management, Social Media, Teaching, Public Speaking, Microsoft Office, Nonprofits
Education
Liberty University 2013 — 2015
Master of Education (M.Ed.), School Counseling
Christopher Newport University 2008 — 2010
Bachelor's degree, Music Performance, General
Gordon College 2006 — 2008
Music Performance, General
James Blaine Blayton Elementary School 2015 - Present
Tabb High School January 2015 - May 2015
George Watkins Elementary School September 2014 - December 2014
Williamsburg Community Chapel September 2012 - July 2014
Davenport & Company LLC January 2011 - August 2012
Williamsburg Community Chapel June 2010 - August 2010
Davenport & Company LLC December 2007 - 2010
Skills
People Skills, Responsible, Hard-worker, Diligent, Multi-tasker, Proactive, Friendly, Organized, Positive Attitude, Efficient, Consistent, Proficient in Microsoft..., Detail oriented, Singer, Self-starter, Dependable, Microsoft Excel, Microsoft Word, Strategic Financial..., Singing, Asset Allocation, Customer Service, Sales, Fundraising, Volunteer Management, Youth Mentoring, Event Planning, Leadership, Time Management, Social Media, Teaching, Public Speaking, Microsoft Office, Nonprofits
Education
Liberty University 2013 — 2015
Master of Education (M.Ed.), School Counseling
Christopher Newport University 2008 — 2010
Bachelor's degree, Music Performance, General
Gordon College 2006 — 2008
Music Performance, General
Forrest Miles Forrest Miles's Davenport & Company LLC Experience 1998 - 2003
Job Financial Advisor Vice President at PNC Investments LLC
Industry Financial Services
Experience
PNC Investments LLC January 2006 - Present
SunTrust Investment Services 2003 - 2006
Davenport & Company LLC 1998 - 2003
Ferguson, Andrews & Associates 1991 - 1998
Dominion Bank 1987 - 1991
Education
James Madison University 1973 — 1977
BBA, Business Administration
Liberty
PNC Investments LLC January 2006 - Present
SunTrust Investment Services 2003 - 2006
Davenport & Company LLC 1998 - 2003
Ferguson, Andrews & Associates 1991 - 1998
Dominion Bank 1987 - 1991
Education
James Madison University 1973 — 1977
BBA, Business Administration
Liberty
Christopher Adkins` Christopher Adkins`'s Davenport & Company LLC Experience July 2015 - Present
Job Client Services Floater at Davenport & Company LLC
Industry Financial Services
Experience
Davenport & Company LLC July 2015 - Present
MassMutual Greater Richmond June 2014 - April 2015
The Heritage Foundation June 2013 - January 2014
Fox Trot Farm May 2012 - August 2012
Bar Louie May 2011 - August 2011
Skills
Social Media, Time Management, Creative Direction, Event Planning, Fluent in French, Teamwork, Marketing, Social Media Marketing
Education
James Madison University 2009 — 2014
Bachelor of Arts (B.A.), International Relations and Affairs
FINRA
Davenport & Company LLC July 2015 - Present
MassMutual Greater Richmond June 2014 - April 2015
The Heritage Foundation June 2013 - January 2014
Fox Trot Farm May 2012 - August 2012
Bar Louie May 2011 - August 2011
Skills
Social Media, Time Management, Creative Direction, Event Planning, Fluent in French, Teamwork, Marketing, Social Media Marketing
Education
James Madison University 2009 — 2014
Bachelor of Arts (B.A.), International Relations and Affairs
FINRA
Alan Vaughan's Davenport & Company LLC Experience February 1999 - Present
Job First Vice President at Davenport & Company LLC
Industry Financial Services
Experience
Davenport & Company LLC February 1999 - Present
Skills
Investments, Portfolio Management, Corporate Finance, Financial Advisory, Financial Services, Securities, Series 7, Retirement Planning, Wealth Management, Investment Management, Investment Advisory, Asset Allocation
Education
University of Richmond - Robins School of Business 1996 — 1998
MBA
University of Richmond School of Law 1995 — 1998
JD
Cornell University 1991 — 1995
BA
Davenport & Company LLC February 1999 - Present
Skills
Investments, Portfolio Management, Corporate Finance, Financial Advisory, Financial Services, Securities, Series 7, Retirement Planning, Wealth Management, Investment Management, Investment Advisory, Asset Allocation
Education
University of Richmond - Robins School of Business 1996 — 1998
MBA
University of Richmond School of Law 1995 — 1998
JD
Cornell University 1991 — 1995
BA
Philip Weisshaar Philip Weisshaar's Davenport & Company LLC Experience April 2013 - November 2014
Job Associate Public Finance at Stifel Nicolaus
Industry Investment Banking
Experience
Stifel Financial Corp. November 2014 - Present
Davenport & Company LLC April 2013 - November 2014
Davenport & Company LLC June 2010 - March 2013
Wake Forest University Baptist Medical Center September 2009 - May 2010
Education
Wake Forest University - Babcock Graduate School of Management 2009 — 2010
Master of Arts, Management
Denison University 2005 — 2009
Bachelor of Arts, Economics, Spanish
Stifel Financial Corp. November 2014 - Present
Davenport & Company LLC April 2013 - November 2014
Davenport & Company LLC June 2010 - March 2013
Wake Forest University Baptist Medical Center September 2009 - May 2010
Education
Wake Forest University - Babcock Graduate School of Management 2009 — 2010
Master of Arts, Management
Denison University 2005 — 2009
Bachelor of Arts, Economics, Spanish
T. Winston Price, AIF® CFP® T. Winston Price, AIF® CFP®'s Davenport & Company LLC Experience June 1999 - Present
Job Senior Vice President Investments at Davenport & Company LLC
Industry Investment Management
Experience
Virginia Squash October 2013 - Present
Virginia Squash 2009 - Present
Davenport & Company LLC June 1999 - Present
Skills
Strategic Financial..., Investment Management, Retirement Planning, Estate Planning, Investments, Series 7, Portfolio Management, Wealth Management, Series 63, Investment Advisory, Asset Allocation, Securities, FINRA, Uniform Combined State..., Mutual Funds, Financial Services, Alternative Investments, Retirement, Financial Advisory, Asset Management, Finance, Equities, Hedge Funds, Bonds, 401k, Fixed Income, High Net Worth..., Fixed Annuities, Private Equity, Series 24, Financial Modeling, Financial Analysis
Education
Denison University 1995 — 1999
BA, Economics, Music
Virginia Squash October 2013 - Present
Virginia Squash 2009 - Present
Davenport & Company LLC June 1999 - Present
Skills
Strategic Financial..., Investment Management, Retirement Planning, Estate Planning, Investments, Series 7, Portfolio Management, Wealth Management, Series 63, Investment Advisory, Asset Allocation, Securities, FINRA, Uniform Combined State..., Mutual Funds, Financial Services, Alternative Investments, Retirement, Financial Advisory, Asset Management, Finance, Equities, Hedge Funds, Bonds, 401k, Fixed Income, High Net Worth..., Fixed Annuities, Private Equity, Series 24, Financial Modeling, Financial Analysis
Education
Denison University 1995 — 1999
BA, Economics, Music
Jackson Taylor Jackson Taylor's Davenport & Company LLC Experience May 2013 - August 2013
Job Financial Analyst at the University of Georgia Foundation
Industry Investment Management
Experience
University of Georgia May 2015 - Present
Davenport & Company LLC May 2013 - August 2013
Davenport & Company LLC June 2012 - July 2012
The Virginia Hispanic Chamber of Commerce June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Research, Teamwork, Bloomberg, Investments, Valuation, Public Speaking
Education
The University of Georgia 2012 — 2016
Bachelor of Business Administration (BBA), Finance, General
Woodberry Forest School 2008 — 2012
University of Georgia May 2015 - Present
Davenport & Company LLC May 2013 - August 2013
Davenport & Company LLC June 2012 - July 2012
The Virginia Hispanic Chamber of Commerce June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Research, Teamwork, Bloomberg, Investments, Valuation, Public Speaking
Education
The University of Georgia 2012 — 2016
Bachelor of Business Administration (BBA), Finance, General
Woodberry Forest School 2008 — 2012
David Dunwody David Dunwody's Davenport & Company LLC Experience June 2012 - Present
Job Investment Executive at Davenport & Company LLC
Industry Financial Services
Experience
Davenport & Company LLC June 2012 - Present
SunTrust Mortgage May 2011 - October 2012
Skills
Customer Service, Investments, Mortgage Lending, Banking, Public Speaking, Financial Analysis, Loans, FHA, Wealth Management, Securities, Loan Origination, Microsoft Excel, Strategic Planning, Mortgage Banking, Credit Analysis, Financial Structuring, Credit, Financial Advisory, Refinance, Small Business, Residential Mortgages, Commercial Lending, Strategic Financial..., Underwriting, VA loans, USDA, Financial Services, Retirement Planning, Finance, Mutual Funds, Portfolio Management, Consumer Lending, Small Business Lending, FHA financing, Commercial Banking, Home Equity Lines of..., Government Loans, Asset Management, Lines Of Credit, Commercial Mortgages, Real Estate Financing, Certified Mortgage..., Reverse Mortgages, Mortgage Underwriting, Construction Loans, IRAs, Retirement, Mortgage Servicing, USDA Rural Housing, 203K
Education
Pfeiffer University 1977 — 1980
BA, History & Law Enforcement
Davenport & Company LLC June 2012 - Present
SunTrust Mortgage May 2011 - October 2012
Skills
Customer Service, Investments, Mortgage Lending, Banking, Public Speaking, Financial Analysis, Loans, FHA, Wealth Management, Securities, Loan Origination, Microsoft Excel, Strategic Planning, Mortgage Banking, Credit Analysis, Financial Structuring, Credit, Financial Advisory, Refinance, Small Business, Residential Mortgages, Commercial Lending, Strategic Financial..., Underwriting, VA loans, USDA, Financial Services, Retirement Planning, Finance, Mutual Funds, Portfolio Management, Consumer Lending, Small Business Lending, FHA financing, Commercial Banking, Home Equity Lines of..., Government Loans, Asset Management, Lines Of Credit, Commercial Mortgages, Real Estate Financing, Certified Mortgage..., Reverse Mortgages, Mortgage Underwriting, Construction Loans, IRAs, Retirement, Mortgage Servicing, USDA Rural Housing, 203K
Education
Pfeiffer University 1977 — 1980
BA, History & Law Enforcement
Victor Wise Victor Wise's Davenport & Company LLC Experience January 2011 - November 2013
Job Director of Marketing at Russell Wilson Passing Academy
Industry Marketing and Advertising
Experience
The Martin Agency May 2014 - Present
Russell Wilson Passing Academy January 2014 - Present
Rick Whittington Consulting February 2014 - May 2014
Davenport & Company LLC January 2011 - November 2013
J.H. Martin and Sons May 2007 - June 2010
StudentCity.com July 2005 - April 2007
Cintas May 2006 - August 2006
Skills
Social Media, Marketing, Social Media Marketing, Account Management, Sales, CRM, Leadership, Brand Management, Direct Marketing, Public Speaking, Negotiation, Advertising, Management, Brand Awareness, Corporate Branding, Networking, Customer Service, Brand Development, Digital Strategy, Strategy, Strategic Planning, Interactive Advertising, Creative Strategy, Mobile Marketing, Content Strategy, Facebook, Instagram
Education
James Madison University 2004 — 2007
Bachelor of Business Administration, Marketing
Randolph-Macon College 2002 — 2004
The Martin Agency May 2014 - Present
Russell Wilson Passing Academy January 2014 - Present
Rick Whittington Consulting February 2014 - May 2014
Davenport & Company LLC January 2011 - November 2013
J.H. Martin and Sons May 2007 - June 2010
StudentCity.com July 2005 - April 2007
Cintas May 2006 - August 2006
Skills
Social Media, Marketing, Social Media Marketing, Account Management, Sales, CRM, Leadership, Brand Management, Direct Marketing, Public Speaking, Negotiation, Advertising, Management, Brand Awareness, Corporate Branding, Networking, Customer Service, Brand Development, Digital Strategy, Strategy, Strategic Planning, Interactive Advertising, Creative Strategy, Mobile Marketing, Content Strategy, Facebook, Instagram
Education
James Madison University 2004 — 2007
Bachelor of Business Administration, Marketing
Randolph-Macon College 2002 — 2004
Clint Fendley Clint Fendley's Davenport & Company LLC Experience 2006 - 2013
Job VPFinancial Planning & Analysis | Strategy Development | Investor Relations | MBA, CPA
Industry Financial Services
Experience
7-Eleven September 2015 - Present
NewBridge Group, Inc. 2013 - 2015
Davenport & Company LLC 2006 - 2013
Wachovia Securities 2000 - 2006
i2 Technologies 1997 - 1998
Price Waterhouse 1993 - 1997
Skills
Analytical Skills, Strategic Planning, Due Diligence, Investment Research, Corporate Communications, Financial Modeling, Valuation, Financial Analysis, Mergers & Acquisitions, Business Development, Portfolio Management, Equity Research, Technical Writing, Financial Accounting, Project Management, Finance, Public Speaking, Start-ups, Corporate Development, Small Business, Accounting, Hedge Funds, Budgets, Equities, Capital Markets
Education
Vanderbilt University - Owen Graduate School of Management 1998 — 2000
MBA, Finance
Abilene Christian University 1989 — 1993
BBA, Accounting
7-Eleven September 2015 - Present
NewBridge Group, Inc. 2013 - 2015
Davenport & Company LLC 2006 - 2013
Wachovia Securities 2000 - 2006
i2 Technologies 1997 - 1998
Price Waterhouse 1993 - 1997
Skills
Analytical Skills, Strategic Planning, Due Diligence, Investment Research, Corporate Communications, Financial Modeling, Valuation, Financial Analysis, Mergers & Acquisitions, Business Development, Portfolio Management, Equity Research, Technical Writing, Financial Accounting, Project Management, Finance, Public Speaking, Start-ups, Corporate Development, Small Business, Accounting, Hedge Funds, Budgets, Equities, Capital Markets
Education
Vanderbilt University - Owen Graduate School of Management 1998 — 2000
MBA, Finance
Abilene Christian University 1989 — 1993
BBA, Accounting
Darrell V. Hill's Davenport & Company LLC Experience September 1998 - May 2002
Job Chief Operating Officer City of Hartford
Industry Executive Office
Experience
City of Hartford April 2014 - Present
City of Norfolk May 2011 - January 2014
City of Norfolk August 2009 - May 2011
BB&T Capital Markets April 2006 - August 2009
Virginia Resources Authority May 2002 - April 2006
Davenport & Company LLC September 1998 - May 2002
Wheat, First Securities, Inc. September 1993 - September 1998
Skills
Finance, Government, Investment Banking, Real Estate, Time Management, Policy, Analysis, Economic Development, Local Government, Public Administration, Leadership, Strategy, Administration, Risk Management, Community Development, Organizational..., Team Building, Redevelopment, Legislative Relations, Municipalities, Managerial Finance, Strategic Financial..., Employee Relations
Education
Hampton University 1989 — 1993
Bachelor of Science (B.S.), Economics
City of Hartford April 2014 - Present
City of Norfolk May 2011 - January 2014
City of Norfolk August 2009 - May 2011
BB&T Capital Markets April 2006 - August 2009
Virginia Resources Authority May 2002 - April 2006
Davenport & Company LLC September 1998 - May 2002
Wheat, First Securities, Inc. September 1993 - September 1998
Skills
Finance, Government, Investment Banking, Real Estate, Time Management, Policy, Analysis, Economic Development, Local Government, Public Administration, Leadership, Strategy, Administration, Risk Management, Community Development, Organizational..., Team Building, Redevelopment, Legislative Relations, Municipalities, Managerial Finance, Strategic Financial..., Employee Relations
Education
Hampton University 1989 — 1993
Bachelor of Science (B.S.), Economics
Samuel Hull Samuel Hull's Davenport & Company LLC Experience May 2011 - August 2011
Job Associate at Plenary Group
Industry Financial Services
Experience
Plenary Group November 2014 - Present
Goldman Sachs May 2012 - October 2014
Davenport & Company LLC May 2011 - August 2011
Chevy Chase Trust May 2010 - August 2010
Education
Kenyon College 2008 — 2012
Bachelor of Arts, Economics and Psychology
Plenary Group November 2014 - Present
Goldman Sachs May 2012 - October 2014
Davenport & Company LLC May 2011 - August 2011
Chevy Chase Trust May 2010 - August 2010
Education
Kenyon College 2008 — 2012
Bachelor of Arts, Economics and Psychology
Duncan Burn's Davenport & Company LLC Experience 2001 - 2005
Job Investment Analyst at Monticello Associates
Industry Investment Management
Experience
Monticello Associates September 2007 - Present
Davenport & Company LLC 2001 - 2005
Education
University of Virginia Darden School of Business 2005 — 2007
Trinity College-Hartford 1996 — 2000
Monticello Associates September 2007 - Present
Davenport & Company LLC 2001 - 2005
Education
University of Virginia Darden School of Business 2005 — 2007
Trinity College-Hartford 1996 — 2000
Barry Purcell's Davenport & Company LLC Experience 1999 - 2002
Job Investment and Business Development Professional
Industry Investment Management
Experience
BLUE POOL CAPITAL May 2006 - July 2015
PARALLAX ADVISORS LLC 2004 - 2006
MAYMONT PARTNERS LLC 2003 - 2004
BB&T CORPORATION 2002 - 2003
DAVENPORT & COMPANY LLC 1999 - 2002
Skills
Alternative Investments, Asset Management, Business Development, Corporate Finance, Equities, Financial Advisory, Hedge Funds, Investments, Investor Relations, Management, Mergers, Marketing, Mergers, Private Equity, Leadership
Education
University of Richmond - Robins School of Business
Master of Business Administration (MBA)
University of Richmond School of Law
JD
James Madison University 1993 — 1996
Bachelor of Science (BS)
The Collegiate School
BLUE POOL CAPITAL May 2006 - July 2015
PARALLAX ADVISORS LLC 2004 - 2006
MAYMONT PARTNERS LLC 2003 - 2004
BB&T CORPORATION 2002 - 2003
DAVENPORT & COMPANY LLC 1999 - 2002
Skills
Alternative Investments, Asset Management, Business Development, Corporate Finance, Equities, Financial Advisory, Hedge Funds, Investments, Investor Relations, Management, Mergers, Marketing, Mergers, Private Equity, Leadership
Education
University of Richmond - Robins School of Business
Master of Business Administration (MBA)
University of Richmond School of Law
JD
James Madison University 1993 — 1996
Bachelor of Science (BS)
The Collegiate School
Theresa Manderski, CAMS's Davenport & Company LLC Experience September 2005 - June 2008
Job First Vice President Compliance Manager at Regional Broker Dealer
Industry Financial Services
Experience
Regional Broker Dealer September 2014 - Present
BB&T Securities, LLC June 2008 - September 2014
Davenport & Company LLC September 2005 - June 2008
Wachovia Securities November 2004 - September 2005
Wachovia Securities January 2003 - November 2004
Ryan Beck & Co. January 1998 - January 2003
Skills
Supervision, Series 7, Securities, FINRA, AML, Investments, Series 24, Risk Management, Investment Advisory, Trading, OFAC, Fixed Income, Uniform Combined State..., Alternative Investments, Investment Management, KYC, Anti Money Laundering, Financial Services, Mutual Funds
Education
John Tyler Community College 2014 — 2016
General Studies - Transfer, Sociology
Regional Broker Dealer September 2014 - Present
BB&T Securities, LLC June 2008 - September 2014
Davenport & Company LLC September 2005 - June 2008
Wachovia Securities November 2004 - September 2005
Wachovia Securities January 2003 - November 2004
Ryan Beck & Co. January 1998 - January 2003
Skills
Supervision, Series 7, Securities, FINRA, AML, Investments, Series 24, Risk Management, Investment Advisory, Trading, OFAC, Fixed Income, Uniform Combined State..., Alternative Investments, Investment Management, KYC, Anti Money Laundering, Financial Services, Mutual Funds
Education
John Tyler Community College 2014 — 2016
General Studies - Transfer, Sociology
John Hohweiler's Davenport & Company LLC Experience January 2002 - January 2006
Job Senior Vice President at Wunderlich Securities
Industry Capital Markets
Experience
Wunderlich Securities March 2009 - Present
Stanford Group February 2006 - February 2009
Davenport & Company LLC January 2002 - January 2006
Tucker Anthony October 1992 - October 2001
Skills
Series 7, Equities, Series 63, Equity Sales, Institutional, Capital Markets, Hedge Funds
Education
University of Virginia 1989 — 1991
Master's Degree, Foreign Affairs
Georgetown University 1985 — 1989
B.A., Government
Wunderlich Securities March 2009 - Present
Stanford Group February 2006 - February 2009
Davenport & Company LLC January 2002 - January 2006
Tucker Anthony October 1992 - October 2001
Skills
Series 7, Equities, Series 63, Equity Sales, Institutional, Capital Markets, Hedge Funds
Education
University of Virginia 1989 — 1991
Master's Degree, Foreign Affairs
Georgetown University 1985 — 1989
B.A., Government
Jeff Cotton's Davenport & Company LLC Experience 2003 - 2006
Job Head of Compliance Americas at Aberdeen Asset Management
Industry Investment Management
Experience
Aberdeen Asset Management September 2010 - Present
Old Mutual Asset Management June 2009 - September 2010
Bank of America/Columbia Management June 2006 - June 2009
Bank of America June 2006 - June 2009
Davenport & Company LLC 2003 - 2006
FINRA 2000 - 2003
NASD 2000 - 2003
Education
Assumption College 1995 — 1999
BA, Economics
Aberdeen Asset Management September 2010 - Present
Old Mutual Asset Management June 2009 - September 2010
Bank of America/Columbia Management June 2006 - June 2009
Bank of America June 2006 - June 2009
Davenport & Company LLC 2003 - 2006
FINRA 2000 - 2003
NASD 2000 - 2003
Education
Assumption College 1995 — 1999
BA, Economics
Andrea DeVelin's Davenport & Company LLC Experience February 2001 - November 2004
Job Independent Designer at Origami Owl Andi DeVelin #9501694
Industry Financial Services
Experience
Rivers edge elementary school PTA June 2015 - Present
Origami Owl November 2013 - Present
The Mommies Network 2007 - 2009
Davenport & Company LLC February 2001 - November 2004
Davenport & Company LLC March 1999 - February 2001
Davenport & Company LLC April 1998 - March 1999
Davenport & Company LLC February 1998 - April 1998
Wachovia Securities November 1995 - February 1998
Skills
Research, Nonprofits, Financial Analysis, Non-profits, Event Planning, Fundraising
Education
William & Mary 1993 — 1995
Bachelor of Arts (B.A.) in Economics, Economics
Brandeis University 1991 — 1993
Economics
Rivers edge elementary school PTA June 2015 - Present
Origami Owl November 2013 - Present
The Mommies Network 2007 - 2009
Davenport & Company LLC February 2001 - November 2004
Davenport & Company LLC March 1999 - February 2001
Davenport & Company LLC April 1998 - March 1999
Davenport & Company LLC February 1998 - April 1998
Wachovia Securities November 1995 - February 1998
Skills
Research, Nonprofits, Financial Analysis, Non-profits, Event Planning, Fundraising
Education
William & Mary 1993 — 1995
Bachelor of Arts (B.A.) in Economics, Economics
Brandeis University 1991 — 1993
Economics
Peyton Woodard's Davenport & Company LLC Experience August 2013 - Present
Job Senior Financial Analyst at ArborGen LLC
Industry Research
Experience
ArborGen LLC December 2013 - Present
Davenport & Company LLC August 2013 - Present
Davenport & Company LLC April 2013 - August 2013
Davenport & Company LLC January 2009 - April 2013
Davenport & Company LLC April 2008 - December 2008
Virginia Asset Management June 2007 - March 2008
Merrill Lynch May 2006 - August 2006
Skills
Investments, Financial Advisory, Securities, Financial Services, Corporate Finance, Asset Management, Asset Managment, Valuation, Series 7, Finance, Financial Modeling, Capital Markets, Portfolio Management, Equities, Financial Analysis
Education
James Madison University 2004 — 2007
Bachelor of Business Administration (BBA), Finance
ArborGen LLC December 2013 - Present
Davenport & Company LLC August 2013 - Present
Davenport & Company LLC April 2013 - August 2013
Davenport & Company LLC January 2009 - April 2013
Davenport & Company LLC April 2008 - December 2008
Virginia Asset Management June 2007 - March 2008
Merrill Lynch May 2006 - August 2006
Skills
Investments, Financial Advisory, Securities, Financial Services, Corporate Finance, Asset Management, Asset Managment, Valuation, Series 7, Finance, Financial Modeling, Capital Markets, Portfolio Management, Equities, Financial Analysis
Education
James Madison University 2004 — 2007
Bachelor of Business Administration (BBA), Finance
Judy Poore's Davenport & Company LLC Experience May 2008 - June 2010
Job Operations Specialist at Cary Street Partners
Industry Marketing and Advertising
Experience
Cary Street Partners March 2014 - September 2014
Powhatan County Schools October 2010 - June 2012
Davenport & Company LLC May 2008 - June 2010
Wachovia Securities, LLC March 2007 - May 2008
Wachovia Securities 2002 - 2007
Wells Fargo February 2001 - March 2002
Skills
Program Management, Financial Analysis, Compliance, Anti Money Laundering, Securities, Management, Series 7, Financial Services, Risk Management, Mutual Funds, Investments, Equities, Wealth Management, Banking, Book Reviews
Education
Concord University 1990 — 1995
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Cary Street Partners March 2014 - September 2014
Powhatan County Schools October 2010 - June 2012
Davenport & Company LLC May 2008 - June 2010
Wachovia Securities, LLC March 2007 - May 2008
Wachovia Securities 2002 - 2007
Wells Fargo February 2001 - March 2002
Skills
Program Management, Financial Analysis, Compliance, Anti Money Laundering, Securities, Management, Series 7, Financial Services, Risk Management, Mutual Funds, Investments, Equities, Wealth Management, Banking, Book Reviews
Education
Concord University 1990 — 1995
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Bill Noftsinger's Davenport & Company LLC Experience September 1987 - Present
Job Investment Advisor
Industry Investment Management
Experience
Davenport & Company LLC September 1987 - Present
Wachovia Securities (Formerly Wheat First) January 1981 - September 1987
The Chesapeake Corporation August 1973 - January 1981
NC Depatrment of Natural Resources 1972 - 1973
Skills
Mutual Funds, Investments, Securities, Financial Advisory, Finance, Investment Advisory, Retirement Planning, Investment Management, Financial Modeling, Series 7, Asset Allocation, Financial Services, Asset Management, Portfolio Management, FINRA, Wealth Management
Education
Southeastern Trust School 2008 — 2008
Trust Administration
University of Richmond - Robins School of Business 1978 — 1980
Master of Business Administration (M.B.A.)
Campbell University 1971 — 1973
BS, History & Geology
North Cross 1963 — 1969
Davenport & Company LLC September 1987 - Present
Wachovia Securities (Formerly Wheat First) January 1981 - September 1987
The Chesapeake Corporation August 1973 - January 1981
NC Depatrment of Natural Resources 1972 - 1973
Skills
Mutual Funds, Investments, Securities, Financial Advisory, Finance, Investment Advisory, Retirement Planning, Investment Management, Financial Modeling, Series 7, Asset Allocation, Financial Services, Asset Management, Portfolio Management, FINRA, Wealth Management
Education
Southeastern Trust School 2008 — 2008
Trust Administration
University of Richmond - Robins School of Business 1978 — 1980
Master of Business Administration (M.B.A.)
Campbell University 1971 — 1973
BS, History & Geology
North Cross 1963 — 1969
Townshend Addison Fonville's Davenport & Company LLC Experience December 1996 - March 1999
Job Account Executive at University HealthSystem Consortium
Industry Hospital & Health Care
Experience
University HealthSystem Consortium April 2008 - Present
Transcend Services June 2002 - January 2007
iXL May 2000 - January 2002
SunTrust March 1999 - May 2000
Davenport & Company LLC December 1996 - March 1999
Skills
Healthcare, Healthcare Information..., Hospitals, Healthcare Industry, Strategic Planning, CMRP
Education
The University of Georgia 1992 — 1996
BA, English
University HealthSystem Consortium April 2008 - Present
Transcend Services June 2002 - January 2007
iXL May 2000 - January 2002
SunTrust March 1999 - May 2000
Davenport & Company LLC December 1996 - March 1999
Skills
Healthcare, Healthcare Information..., Hospitals, Healthcare Industry, Strategic Planning, CMRP
Education
The University of Georgia 1992 — 1996
BA, English
Mary Hogenson's Davenport & Company LLC Experience June 2005 - July 2005
Job Personal Finance
Industry Financial Services
Experience
Baha'i World Centre May 2006 - August 2006
Davenport & Company LLC June 2005 - July 2005
Education
Drexel University 2006 — 2008
BSBA, Economics
Sweet Briar College 2004 — 2006
Business, Latin american studies, Economics
Baha'i World Centre May 2006 - August 2006
Davenport & Company LLC June 2005 - July 2005
Education
Drexel University 2006 — 2008
BSBA, Economics
Sweet Briar College 2004 — 2006
Business, Latin american studies, Economics
Peter Parthemos's Davenport & Company LLC Experience July 2014 - Present
Job System Administrator at Davenport & Company LLC
Industry Computer & Network Security
Experience
Davenport & Company LLC July 2014 - Present
SLAIT Consulting July 2007 - July 2014
Sentara Healthcare April 2007 - May 2007
Wellpoint Anthem 2004 - 2006
Cavalier Telephone December 2004 - September 2005
Cavalier Telephone March 2004 - December 2004
Skills
CCNA, VPN, Operating Systems, Active Directory, Networking, Software Installation, Security, Disaster Recovery, Help Desk Support, Hardware, Troubleshooting, Citrix, Windows Server
Education
ECPI University 2002 — 2004
Associates, IT Networking and Security
John Handley High 1993 — 1998
High School
Davenport & Company LLC July 2014 - Present
SLAIT Consulting July 2007 - July 2014
Sentara Healthcare April 2007 - May 2007
Wellpoint Anthem 2004 - 2006
Cavalier Telephone December 2004 - September 2005
Cavalier Telephone March 2004 - December 2004
Skills
CCNA, VPN, Operating Systems, Active Directory, Networking, Software Installation, Security, Disaster Recovery, Help Desk Support, Hardware, Troubleshooting, Citrix, Windows Server
Education
ECPI University 2002 — 2004
Associates, IT Networking and Security
John Handley High 1993 — 1998
High School
Elyse Hawthorne, CBCP's Davenport & Company LLC Experience 1998 - 2001
Job Sr. Process Manager at Capital One
Industry Financial Services
Experience
Capital One June 2014 - Present
Capital One contractor through Collabera Inc. August 2012 - June 2014
Pregnancy Resource Center of Metro Richmond January 2012 - August 2012
Capital One July 2010 - August 2011
ChildFund International August 2009 - May 2010
Wachovia Securities, LLC May 2006 - July 2009
Wachovia Securities, LLC September 2004 - May 2006
Wachovia Securities, LLC 2003 - 2004
Wachovia Securities, LLC 2002 - 2003
Davenport & Company LLC 1998 - 2001
Skills
Project Management, Budgets, Event Planning, Leadership, Management, Training, Customer Service, Fundraising
Education
Strayer University (VA) 2008 — 2011
MBA
Strayer University 2003 — 2005
B.S., International Business
Moorpark College 1995 — 1997
Psychology
Simi Valley High School 1992 — 1995
High School Diploma
Capital One June 2014 - Present
Capital One contractor through Collabera Inc. August 2012 - June 2014
Pregnancy Resource Center of Metro Richmond January 2012 - August 2012
Capital One July 2010 - August 2011
ChildFund International August 2009 - May 2010
Wachovia Securities, LLC May 2006 - July 2009
Wachovia Securities, LLC September 2004 - May 2006
Wachovia Securities, LLC 2003 - 2004
Wachovia Securities, LLC 2002 - 2003
Davenport & Company LLC 1998 - 2001
Skills
Project Management, Budgets, Event Planning, Leadership, Management, Training, Customer Service, Fundraising
Education
Strayer University (VA) 2008 — 2011
MBA
Strayer University 2003 — 2005
B.S., International Business
Moorpark College 1995 — 1997
Psychology
Simi Valley High School 1992 — 1995
High School Diploma
Caitlyn Powitz's Davenport & Company LLC Experience April 2012 - Present
Job Administrative Associate, Public Finance
Industry Public Relations and Communications
Experience
Davenport & Company LLC April 2012 - Present
Richmond Ballet May 2010 - April 2012
Richmond Ballet July 2006 - May 2010
Skills
Community Development, Event Management, Public Relations, Marketing Communications, Microsoft Office, Media Relations, Community Outreach, Social Media Marketing, Social Media, Event Planning, Press Releases, Blogging, Facebook, Volunteer Management, Fundraising, Email Marketing
Education
James Madison University 2002 — 2006
B.A., Communications, Public Relations, Dance
Davenport & Company LLC April 2012 - Present
Richmond Ballet May 2010 - April 2012
Richmond Ballet July 2006 - May 2010
Skills
Community Development, Event Management, Public Relations, Marketing Communications, Microsoft Office, Media Relations, Community Outreach, Social Media Marketing, Social Media, Event Planning, Press Releases, Blogging, Facebook, Volunteer Management, Fundraising, Email Marketing
Education
James Madison University 2002 — 2006
B.A., Communications, Public Relations, Dance
Stuart Bull's Davenport & Company LLC Experience May 2006 - January 2007
Job Senior Financial Analyst at E. & J. Gallo Winery
Industry Wine and Spirits
Experience
Campari America February 2015 - Present
E. & J. Gallo Winery April 2014 - February 2015
E. & J. Gallo Winery August 2013 - April 2014
Boeing Commercial Airplanes June 2012 - August 2012
Cambridge Associates December 2008 - June 2011
Cambridge Associates June 2008 - December 2008
Cambridge Associates June 2007 - June 2008
Davenport & Company LLC May 2006 - January 2007
Skills
Financial Modeling, Asset Allocation, Valuation, Financial Analysis, Investments, Investment Management, Portfolio Management, Asset Managment, Investment Strategies, Equity Research
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2013
MBA
University of Virginia 2003 — 2007
B.A., Economics and Mathematics
Campari America February 2015 - Present
E. & J. Gallo Winery April 2014 - February 2015
E. & J. Gallo Winery August 2013 - April 2014
Boeing Commercial Airplanes June 2012 - August 2012
Cambridge Associates December 2008 - June 2011
Cambridge Associates June 2008 - December 2008
Cambridge Associates June 2007 - June 2008
Davenport & Company LLC May 2006 - January 2007
Skills
Financial Modeling, Asset Allocation, Valuation, Financial Analysis, Investments, Investment Management, Portfolio Management, Asset Managment, Investment Strategies, Equity Research
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2013
MBA
University of Virginia 2003 — 2007
B.A., Economics and Mathematics
Doug Gebhardt's Davenport & Company LLC Experience June 2012 - Present
Job Associate Vice President Public Finance at Davenport & Company LLC
Industry Financial Services
Experience
Davenport & Company LLC June 2012 - Present
Harvey & Company LLC May 2011 - August 2011
PlanNet Consulting May 2010 - August 2010
Skills
Public Finance, Public Financial..., PowerPoint, Microsoft Excel, Financial Modeling, Investment Banking
Education
Amherst College 2008 — 2012
Bachelor of the Arts, Economics
Davenport & Company LLC June 2012 - Present
Harvey & Company LLC May 2011 - August 2011
PlanNet Consulting May 2010 - August 2010
Skills
Public Finance, Public Financial..., PowerPoint, Microsoft Excel, Financial Modeling, Investment Banking
Education
Amherst College 2008 — 2012
Bachelor of the Arts, Economics
J. Walter Goldsmith's Davenport & Company LLC Experience April 2010 - February 2014
Job Managing Director at First Tryon Advisors
Industry Investment Banking
Experience
First Tryon Advisors February 2014 - Present
Davenport & Company LLC April 2010 - February 2014
First Southwest Company April 2002 - April 2010
Education
Clemson University 1994 — 1997
Woodberry Forest School 1990 — 1993
First Tryon Advisors February 2014 - Present
Davenport & Company LLC April 2010 - February 2014
First Southwest Company April 2002 - April 2010
Education
Clemson University 1994 — 1997
Woodberry Forest School 1990 — 1993
Alisa Edwards Frenck's Davenport & Company LLC Experience June 2015 - Present
Job Investment
Industry Financial Services
Experience
Davenport & Company LLC June 2015 - Present
Spectrum Financial, Inc. 1996 - 2010
Skills
Mutual Funds, Financial Risk, Investment Advisory, Wealth Management, Investments, Portfolio Management, Valuation, Microsoft Excel, Asset Allocation, Equities, Financial Modeling, Financial Reporting
Education
James Madison University 1992 — 1996
Bachelor of Arts (B.A.), Communication and Business
Cape Henry Collegiate
First colonial
Davenport & Company LLC June 2015 - Present
Spectrum Financial, Inc. 1996 - 2010
Skills
Mutual Funds, Financial Risk, Investment Advisory, Wealth Management, Investments, Portfolio Management, Valuation, Microsoft Excel, Asset Allocation, Equities, Financial Modeling, Financial Reporting
Education
James Madison University 1992 — 1996
Bachelor of Arts (B.A.), Communication and Business
Cape Henry Collegiate
First colonial
Frances Rickman's Davenport & Company LLC Experience May 2006 - September 2009
Job Financial Services Professional
Industry Financial Services
Experience
Davenport & Company LLC May 2006 - September 2009
Company LLC May 2006 - September 2009
Wachovia Securities 1985 - 2006
Wheat First Union 1985 - 2006
Wheat First Securities 1985 - 2006
First Union Securities 1985 - 2006
Wells Fargo Advisors (formerly Wachovia Securities and predecessor firms) 1985 - 2005
Wachovia Securities, LLC January 1985 - January 2004
Skills
IRAs, Series 63, Retirement Planning, Series 24, Mutual Funds, FINRA, Retirement, Financial Advisory
Education
College for Financial Planning
CRPC, Qualified Retirement Plans
National Business College
Business
Prince Edward AcademyNational Business College
Davenport & Company LLC May 2006 - September 2009
Company LLC May 2006 - September 2009
Wachovia Securities 1985 - 2006
Wheat First Union 1985 - 2006
Wheat First Securities 1985 - 2006
First Union Securities 1985 - 2006
Wells Fargo Advisors (formerly Wachovia Securities and predecessor firms) 1985 - 2005
Wachovia Securities, LLC January 1985 - January 2004
Skills
IRAs, Series 63, Retirement Planning, Series 24, Mutual Funds, FINRA, Retirement, Financial Advisory
Education
College for Financial Planning
CRPC, Qualified Retirement Plans
National Business College
Business
Prince Edward AcademyNational Business College
Heather McCoy Wicker's Davenport & Company LLC Experience September 2006 - Present
Job Investment Associate
Industry Financial Services
Experience
Davenport & Company LLC September 2006 - Present
Skills
Series 7, Investment Advisory, Retirement Planning, Securities, Wealth Management, Investments, Retirement, Financial Services
Education
Campbell University
Bachelor of Business Administration (BBA), Trust Management
Davenport & Company LLC September 2006 - Present
Skills
Series 7, Investment Advisory, Retirement Planning, Securities, Wealth Management, Investments, Retirement, Financial Services
Education
Campbell University
Bachelor of Business Administration (BBA), Trust Management
Holly Crockett's Davenport & Company LLC Experience April 2015 - Present
Job Assistant Branch Manager at Davenport & Company LLC
Industry Financial Services
Experience
Davenport & Company LLC April 2015 - Present
Morgan Stanley November 2010 - January 2015
Morgan Stanley Smith Barney June 2009 - November 2010
Smith Barney December 2005 - June 2009
Legg Mason April 1995 - December 2005
Legg Mason February 1993 - March 1995
Legg Mason June 1987 - February 1993
Newport News Public Schools August 1983 - June 1987
Skills
Series 7, Securities, Wealth Management, Financial Advisory, Alternative Investments, Series 65, Series 63, Series 31, Series 8, FINRA, Series 24, Mutual Funds, Asset Allocation, 401k, Asset Management, Bonds, Equities, Estate Planning, Finance, Fixed Annuities, Investment Strategies, Retirement
Education
Bridgewater College 1978 — 1982
Bachelor of Arts (B.A.), History and Political Science
Orange County High School
Davenport & Company LLC April 2015 - Present
Morgan Stanley November 2010 - January 2015
Morgan Stanley Smith Barney June 2009 - November 2010
Smith Barney December 2005 - June 2009
Legg Mason April 1995 - December 2005
Legg Mason February 1993 - March 1995
Legg Mason June 1987 - February 1993
Newport News Public Schools August 1983 - June 1987
Skills
Series 7, Securities, Wealth Management, Financial Advisory, Alternative Investments, Series 65, Series 63, Series 31, Series 8, FINRA, Series 24, Mutual Funds, Asset Allocation, 401k, Asset Management, Bonds, Equities, Estate Planning, Finance, Fixed Annuities, Investment Strategies, Retirement
Education
Bridgewater College 1978 — 1982
Bachelor of Arts (B.A.), History and Political Science
Orange County High School
Bryce Humphrey's Davenport & Company LLC Experience August 2006 - August 2010
Job Associate, Equity Research Energy MLPs at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Tudor, Pickering, Holt & Co. March 2014 - November 2014
Morgan Stanley June 2013 - August 2013
BB&T Capital Markets August 2010 - June 2012
Davenport & Company LLC August 2006 - August 2010
Skills
Equity Research, Investment Banking, Financial Modeling, Asset Management, Valuation, Financial Analysis, Corporate Finance, Due Diligence, Investments, Capital Markets, Energy, Oil & Gas, Portfolio Management, Finance, Leadership, Market Research, Financial Reporting
Education
Columbia University - Columbia Business School 2012 — 2014
Master of Business Administration (M.B.A.), Finance
University of Richmond 2002 — 2006
BS, Accounting
University of Richmond - Robins School of Business 2002 — 2006
Morgan Stanley January 2015 - Present
Tudor, Pickering, Holt & Co. March 2014 - November 2014
Morgan Stanley June 2013 - August 2013
BB&T Capital Markets August 2010 - June 2012
Davenport & Company LLC August 2006 - August 2010
Skills
Equity Research, Investment Banking, Financial Modeling, Asset Management, Valuation, Financial Analysis, Corporate Finance, Due Diligence, Investments, Capital Markets, Energy, Oil & Gas, Portfolio Management, Finance, Leadership, Market Research, Financial Reporting
Education
Columbia University - Columbia Business School 2012 — 2014
Master of Business Administration (M.B.A.), Finance
University of Richmond 2002 — 2006
BS, Accounting
University of Richmond - Robins School of Business 2002 — 2006
Ginny Jarrett's Davenport & Company LLC Experience 2007 - Present
Job Senior Vice President, Investments at Davenport & Company LLC
Industry
Experience
Davenport & Company LLC 2007 - Present
A.G. Edwards & Sons, Inc. 1989 - 2007
Skills
Public Speaking, Strategic Planning, Event Planning, Customer Service, Teaching, Research, Social Media, Nonprofits, Fundraising, Public Relations, Marketing, Budgets, Community Outreach, Team Building, Project Planning, Negotiation
Education
The University of Georgia
Bachelor's Degree, Economics
Hollins University
Master's Degree, Liberal Studies
Davenport & Company LLC 2007 - Present
A.G. Edwards & Sons, Inc. 1989 - 2007
Skills
Public Speaking, Strategic Planning, Event Planning, Customer Service, Teaching, Research, Social Media, Nonprofits, Fundraising, Public Relations, Marketing, Budgets, Community Outreach, Team Building, Project Planning, Negotiation
Education
The University of Georgia
Bachelor's Degree, Economics
Hollins University
Master's Degree, Liberal Studies
Andrea Saunders's Davenport & Company LLC Experience December 2000 - August 2002
Job Market Administration Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors March 2004 - Present
Thompson Davis & Co. August 2002 - April 2003
Davenport & Company LLC December 2000 - August 2002
Education
East Carolina University 1993 — 1997
Bachelor of Science (BS), Economics
Wells Fargo Advisors March 2004 - Present
Thompson Davis & Co. August 2002 - April 2003
Davenport & Company LLC December 2000 - August 2002
Education
East Carolina University 1993 — 1997
Bachelor of Science (BS), Economics
Ben Singer's Davenport & Company LLC Experience February 2011 - May 2011
Job Strategy & Operations Consultant at Deloitte Consulting
Industry Management Consulting
Experience
Deloitte Consulting June 2014 - Present
Deloitte Consulting August 2012 - August 2014
JPMorgan Chase June 2011 - August 2011
Davenport & Company LLC February 2011 - May 2011
General Dynamics Information Technology May 2009 - January 2011
Skills
Data Analysis, Microsoft Excel, Customer Experience, Financial Modeling, PowerPoint, Human-centered Design, Channel Strategy..., Analysis, Strategic Consulting, Strategy, Microsoft Office, Excel models, Tableau, Strategy Creation, Multi-channel Retail, Public Speaking, Management Consulting, SQL*Plus
Education
The College of William and Mary - The Mason School of Business 2008 — 2012
BBA with Honors, Finance, Concentration in Process Management and Consulting
Thomas Jefferson High School for Science and Technology 2005 — 2008
High School
Deloitte Consulting June 2014 - Present
Deloitte Consulting August 2012 - August 2014
JPMorgan Chase June 2011 - August 2011
Davenport & Company LLC February 2011 - May 2011
General Dynamics Information Technology May 2009 - January 2011
Skills
Data Analysis, Microsoft Excel, Customer Experience, Financial Modeling, PowerPoint, Human-centered Design, Channel Strategy..., Analysis, Strategic Consulting, Strategy, Microsoft Office, Excel models, Tableau, Strategy Creation, Multi-channel Retail, Public Speaking, Management Consulting, SQL*Plus
Education
The College of William and Mary - The Mason School of Business 2008 — 2012
BBA with Honors, Finance, Concentration in Process Management and Consulting
Thomas Jefferson High School for Science and Technology 2005 — 2008
High School
Dewey Teden's Davenport & Company LLC Experience August 2015 - Present
Job Manager Research at Davenport Asset Management
Industry Financial Services
Experience
Davenport & Company LLC August 2015 - Present
Davenport & Company LLC February 2013 - Present
Davenport & Company LLC October 2011 - February 2013
ARN Sports and Entertainment February 2010 - October 2011
Skills
Series 7, Series 66
Education
Hampden-Sydney College 2005 — 2009
Economics
Davenport & Company LLC August 2015 - Present
Davenport & Company LLC February 2013 - Present
Davenport & Company LLC October 2011 - February 2013
ARN Sports and Entertainment February 2010 - October 2011
Skills
Series 7, Series 66
Education
Hampden-Sydney College 2005 — 2009
Economics
Lucy Hooper's Davenport & Company LLC Experience TrusteeRandolph College2000 - Present
Job EVP at Davenport & Company LLC
Industry Financial Services
Experience
Davenport & Company LLC TrusteeRandolph College2000 - Present
Skills
Financial Services, Strategic Planning, Financial Advisory, Securities, Financial Analysis, Investments
Education
Randolph-Macon Woman's College 1969 — 1973
Bachelor of Arts (B.A.), Economics
Davenport & Company LLC TrusteeRandolph College2000 - Present
Skills
Financial Services, Strategic Planning, Financial Advisory, Securities, Financial Analysis, Investments
Education
Randolph-Macon Woman's College 1969 — 1973
Bachelor of Arts (B.A.), Economics
Dennis Bradshaw's Davenport & Company LLC Experience August 2000 - Present
Job Assoc VP Investments at Davenport & Company LLC
Industry Financial Services
Experience
Davenport & Company LLC August 2000 - Present
Central Fidelity Bank February 1973 - July 1998
Skills
Portfolio Management, Retirement Planning, Series 7, Employee Benefits, 401k, Wealth Management, Securities, Financial Services, Retirement
Education
Campbell University 1968 — 1973
Bachelor of Business Administration (BBA), Business Administration and Management, General, B
Davenport & Company LLC August 2000 - Present
Central Fidelity Bank February 1973 - July 1998
Skills
Portfolio Management, Retirement Planning, Series 7, Employee Benefits, 401k, Wealth Management, Securities, Financial Services, Retirement
Education
Campbell University 1968 — 1973
Bachelor of Business Administration (BBA), Business Administration and Management, General, B
Jay Atchison's Davenport & Company LLC Experience September 1994 - Present
Job
Industry Investment Management
Experience
Davenport & Company LLC September 1994 - Present
Skills
Investments, Financial Advisory, Portfolio Management, Asset Management, Equities, Wealth Management, Mutual Funds, Securities, Financial Analysis, Finance
Education
Old Dominion University 1977 — 1982
B.S. Management Information Systems, Finance and Financial Management Services
Davenport & Company LLC September 1994 - Present
Skills
Investments, Financial Advisory, Portfolio Management, Asset Management, Equities, Wealth Management, Mutual Funds, Securities, Financial Analysis, Finance
Education
Old Dominion University 1977 — 1982
B.S. Management Information Systems, Finance and Financial Management Services
Wendy Coffman Funderburk's Davenport & Company LLC Experience March 1997 - August 2009
Job Workplace Ambassador Corporate Real Estate at TMobile
Industry Telecommunications
Experience
T-Mobile July 2014 - Present
Jones Lang LaSalle June 2013 - June 2014
Eurest Services July 2012 - June 2013
T-Mobile August 2010 - July 2012
Davenport & Company LLC March 1997 - August 2009
Skills
Customer Service, Process Improvement, Project Management, Facilities Management, Vendor Management, Management, Project Planning, Contract Management, Customer Satisfaction
Education
Radford University 1987 — 1991
BBA, Computerized Information Systems
T-Mobile July 2014 - Present
Jones Lang LaSalle June 2013 - June 2014
Eurest Services July 2012 - June 2013
T-Mobile August 2010 - July 2012
Davenport & Company LLC March 1997 - August 2009
Skills
Customer Service, Process Improvement, Project Management, Facilities Management, Vendor Management, Management, Project Planning, Contract Management, Customer Satisfaction
Education
Radford University 1987 — 1991
BBA, Computerized Information Systems
Ann Gurkin's Davenport & Company LLC Experience April 1999 - Present
Job Sr. Vice President at Davenport & Company LLC
Industry Financial Services
Experience
Davenport & Company LLC April 1999 - Present
Crestar Asset Management Company August 1996 - April 1999
Wheat First Union January 1992 - January 1996
Wheat First Union January 1990 - January 1992
Scott and Stringfellow Investment Corp January 1989 - January 1990
Education
University of Richmond
Master, Business Administration
Hollins University
Bachelor of Arts, English
Davenport & Company LLC April 1999 - Present
Crestar Asset Management Company August 1996 - April 1999
Wheat First Union January 1992 - January 1996
Wheat First Union January 1990 - January 1992
Scott and Stringfellow Investment Corp January 1989 - January 1990
Education
University of Richmond
Master, Business Administration
Hollins University
Bachelor of Arts, English
Compton, Jim's Davenport & Company LLC Experience February 2009 - Present
Job First Vice President at Davenport & Company LLC
Industry Financial Services
Experience
Davenport & Company LLC February 2009 - Present
Morgan Stanley Smith Barney 2005 - 2009
Skills
Series 65, Series 7, Series 63, FINRA, Investment Advisory, Uniform Combined State..., Series 24, Securities, Retirement Planning, Asset Allocation, Wealth Management, Mergers & Acquisitions, Leadership, Strategic Planning, Public Speaking, Customer Service, Investments
Education
The University of Georgia 1965 — 1967
BBA
Page High School
University of Georgia
BBA
Davenport & Company LLC February 2009 - Present
Morgan Stanley Smith Barney 2005 - 2009
Skills
Series 65, Series 7, Series 63, FINRA, Investment Advisory, Uniform Combined State..., Series 24, Securities, Retirement Planning, Asset Allocation, Wealth Management, Mergers & Acquisitions, Leadership, Strategic Planning, Public Speaking, Customer Service, Investments
Education
The University of Georgia 1965 — 1967
BBA
Page High School
University of Georgia
BBA
Av Posner's Davenport & Company LLC Experience July 1987 - Present
Job Investment Advisor at Davenport & Company LLC
Industry Financial Services
Experience
Davenport & Company LLC July 1987 - Present
Education
University of Virginia 1997 — 2012
Doctor of Philosophy (Ph.D.), History of Art and Architecture
New York University 1967 — 1971
Bachelor of Arts (B.A.), English Language and Literature, General
Davenport & Company LLC July 1987 - Present
Education
University of Virginia 1997 — 2012
Doctor of Philosophy (Ph.D.), History of Art and Architecture
New York University 1967 — 1971
Bachelor of Arts (B.A.), English Language and Literature, General
Karen Givens's Davenport & Company LLC Experience November 2014 - Present
Job Registered Client Service Associate/Sales Assistant
Industry Financial Services
Experience
Davenport & Company LLC November 2014 - Present
Edward Jones January 2014 - November 2014
SunTrust Bank September 2012 - January 2014
First Tennessee Bank May 2010 - June 2012
Northwest Georgia Bank July 2008 - May 2010
Battlefield Primary School July 2005 - June 2008
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Publisher, Consumer Lending, Retail Banking, Salesforce.com, Typing, Business Communications, Referrals, Cross Selling, Delegation, Interviewing Skills, Phone Etiquette, Office Equipment, Administrative Work, Customer Oriented
Education
Covenant College 2008 — 2011
Bachelor of Science (B.S.), Organizational Management
Chattanooga State Community College
General Studies, Supervision and Human Relations, Business Math, Statistics, etc.
Davenport & Company LLC November 2014 - Present
Edward Jones January 2014 - November 2014
SunTrust Bank September 2012 - January 2014
First Tennessee Bank May 2010 - June 2012
Northwest Georgia Bank July 2008 - May 2010
Battlefield Primary School July 2005 - June 2008
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Publisher, Consumer Lending, Retail Banking, Salesforce.com, Typing, Business Communications, Referrals, Cross Selling, Delegation, Interviewing Skills, Phone Etiquette, Office Equipment, Administrative Work, Customer Oriented
Education
Covenant College 2008 — 2011
Bachelor of Science (B.S.), Organizational Management
Chattanooga State Community College
General Studies, Supervision and Human Relations, Business Math, Statistics, etc.
Katrina Goode's Davenport & Company LLC Experience 2012 - Present
Job
Industry Financial Services
Experience
Davenport & Company LLC 2012 - Present
Education
Hollins University 1992 — 1995
Economics, Business Administration and Management, General
Davenport & Company LLC 2012 - Present
Education
Hollins University 1992 — 1995
Economics, Business Administration and Management, General
Zachary Manning's Davenport & Company LLC Experience September 2014 - December 2014
Job Associate Sourcing Specialist at Dominion
Industry
Experience
Dominion February 2015 - Present
Davenport & Company LLC September 2014 - December 2014
Davenport & Company LLC June 2014 - August 2014
Manning Construction, Inc May 2013 - August 2013
Skills
Marketing, Microsoft Office, Project Management, Leadership, Business Development, Customer Service, PowerPoint
Education
Old Dominion University 2010 — 2014
Bachelor's Degree, Industrial Technology
Dominion February 2015 - Present
Davenport & Company LLC September 2014 - December 2014
Davenport & Company LLC June 2014 - August 2014
Manning Construction, Inc May 2013 - August 2013
Skills
Marketing, Microsoft Office, Project Management, Leadership, Business Development, Customer Service, PowerPoint
Education
Old Dominion University 2010 — 2014
Bachelor's Degree, Industrial Technology
Wallace N. King's Davenport & Company LLC Experience June 2014 - Present
Job Student at University of Mississippi School of Business Administration
Industry Financial Services
Experience
Davenport & Company LLC June 2014 - Present
Rinehart, Butler, Modge, Moss and Bryant LLC. June 2013 - August 2014
The Happy Clam 2012 - 2013
Skills
Microsoft Office, Customer Service, Microsoft Excel, Leadership, Strategic Planning, Sales, Microsoft Word, PowerPoint, Social Media, Salesforce.com
Education
University of Mississippi 2012 — 2016
Finance, General
University of Mississippi - School of Business Administration 2012 — 2016
The London School of Economics and Political Science (LSE) 2015 — 2015
Finance, General
Davenport & Company LLC June 2014 - Present
Rinehart, Butler, Modge, Moss and Bryant LLC. June 2013 - August 2014
The Happy Clam 2012 - 2013
Skills
Microsoft Office, Customer Service, Microsoft Excel, Leadership, Strategic Planning, Sales, Microsoft Word, PowerPoint, Social Media, Salesforce.com
Education
University of Mississippi 2012 — 2016
Finance, General
University of Mississippi - School of Business Administration 2012 — 2016
The London School of Economics and Political Science (LSE) 2015 — 2015
Finance, General