Davenport & Company LLC
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Davenport & Company LLC Employees
Employee
Years
Job
Industry
Dennis Tarrant Dennis Tarrant's Davenport & Company LLC Experience 2006 - Present
Job Senior Vice President Investments at Davenport & Company LLC
Industry Financial Services
Experience
Davenport & Company LLC 2006 - Present
Davenport & Company LLC 2006 - Present
Wachovia Capital Markets 1996 - 2006
Skills
Securities, Equities, FINRA, Asset Managment, Investments, Asset Management, Series 7, Financial Services, Financial Advisory, Alternative Investments, Series 63, Asset Allocation, Investment Advisory, Hedge Funds, Mutual Funds, Wealth Management
Education
University of Richmond - Robins School of Business 1983 — 1985
BA 82, MBA 85, Econ/Finance
Davenport & Company LLC 2006 - Present
Davenport & Company LLC 2006 - Present
Wachovia Capital Markets 1996 - 2006
Skills
Securities, Equities, FINRA, Asset Managment, Investments, Asset Management, Series 7, Financial Services, Financial Advisory, Alternative Investments, Series 63, Asset Allocation, Investment Advisory, Hedge Funds, Mutual Funds, Wealth Management
Education
University of Richmond - Robins School of Business 1983 — 1985
BA 82, MBA 85, Econ/Finance
Emily Moore Emily Moore's Davenport & Company LLC Experience May 2011 - July 2011
Job Marketing Coordinator at ESPN
Industry Marketing and Advertising
Experience
ESPN November 2014 - Present
Back9Network, Inc. September 2014 - October 2014
IMG June 2014 - July 2014
The Rams Club September 2011 - April 2014
The Marketing Arm May 2013 - August 2013
Syndicate Media Group May 2012 - July 2012
Davenport & Company LLC May 2011 - July 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Facebook, Social Media, Photoshop, FileMaker, Cision, Bloomberg Essentials..., Public Relations, Research
Education
UNC Chapel Hill 2010 — 2014
Bachelor of Science (B.S.), Business Administration, Emphasis in Marketing Management
ESPN November 2014 - Present
Back9Network, Inc. September 2014 - October 2014
IMG June 2014 - July 2014
The Rams Club September 2011 - April 2014
The Marketing Arm May 2013 - August 2013
Syndicate Media Group May 2012 - July 2012
Davenport & Company LLC May 2011 - July 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Facebook, Social Media, Photoshop, FileMaker, Cision, Bloomberg Essentials..., Public Relations, Research
Education
UNC Chapel Hill 2010 — 2014
Bachelor of Science (B.S.), Business Administration, Emphasis in Marketing Management
Brian Manetz Brian Manetz's Davenport & Company LLC Experience 2008 - Present
Job Vice President, Investments at Davenport & Company LLC
Industry Financial Services
Experience
Davenport & Company LLC 2008 - Present
Skills
Retirement Planning, Series 7, Portfolio Management, Estate Planning, Banking, Sales, Securities
Education
University of Richmond
Davenport & Company LLC 2008 - Present
Skills
Retirement Planning, Series 7, Portfolio Management, Estate Planning, Banking, Sales, Securities
Education
University of Richmond
Oliver Crawley Oliver Crawley's Davenport & Company LLC Experience January 2008 - Present
Job VP Investments, Davenport & Company LLC
Industry Financial Services
Experience
Davenport & Company LLC January 2008 - Present
Smith Barney October 1997 - January 2008
Carolina Power & Light Company 1976 - 1997
Skills
Investments, Retirement Planning, Finance, FINRA, Financial Services, Management, Wealth Management, Series 7, Securities, Financial Advisory, Real Estate, Investment Advisory, Asset Allocation, Marketing, Portfolio Management
Education
University of North Carolina at Chapel Hill 1971 — 1975
BSBA, Economics, Business Adm.
Virginia Episcopal School, Lynchburg, Va. 1967 — 1971
Davenport & Company LLC January 2008 - Present
Smith Barney October 1997 - January 2008
Carolina Power & Light Company 1976 - 1997
Skills
Investments, Retirement Planning, Finance, FINRA, Financial Services, Management, Wealth Management, Series 7, Securities, Financial Advisory, Real Estate, Investment Advisory, Asset Allocation, Marketing, Portfolio Management
Education
University of North Carolina at Chapel Hill 1971 — 1975
BSBA, Economics, Business Adm.
Virginia Episcopal School, Lynchburg, Va. 1967 — 1971
Andrew Gaputis Andrew Gaputis's Davenport & Company LLC Experience February 2010 - June 2011
Job Manager at Monitor Deloitte
Industry Management Consulting
Experience
Deloitte August 2015 - Present
Deloitte October 2013 - Present
GE Capital June 2012 - August 2012
Davenport & Company LLC February 2010 - June 2011
Davenport & Company LLC July 2007 - June 2011
Skills
Financial Modeling, Valuation, Investments
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2013
Master of Business Administration (MBA), Consulting & General Managment
Washington and Lee University 2003 — 2007
B.A., Economics, Cum Laude
Deloitte August 2015 - Present
Deloitte October 2013 - Present
GE Capital June 2012 - August 2012
Davenport & Company LLC February 2010 - June 2011
Davenport & Company LLC July 2007 - June 2011
Skills
Financial Modeling, Valuation, Investments
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2013
Master of Business Administration (MBA), Consulting & General Managment
Washington and Lee University 2003 — 2007
B.A., Economics, Cum Laude
Maria Tabb Maria Tabb's Davenport & Company LLC Experience August 1984 - January 2008
Job Product Development Leader Fixed Annuities l at Genworth Financial
Industry Financial Services
Experience
Genworth Financial February 2011 - Present
Genworth Financial 2008 - February 2011
Genworth Financial February 2008 - September 2008
Davenport & Company LLC August 1984 - January 2008
Skills
Insurance, Fixed Annuities, Series 63, Series 7, Mutual Funds, Long-term Care, Business Analysis, Financial Services, Investments, Leadership, Product Management, Relationship Management, Variable Annuities
Education
University of Richmond 1980 — 1984
Genworth Financial February 2011 - Present
Genworth Financial 2008 - February 2011
Genworth Financial February 2008 - September 2008
Davenport & Company LLC August 1984 - January 2008
Skills
Insurance, Fixed Annuities, Series 63, Series 7, Mutual Funds, Long-term Care, Business Analysis, Financial Services, Investments, Leadership, Product Management, Relationship Management, Variable Annuities
Education
University of Richmond 1980 — 1984
Nate Rullman Nate Rullman's Davenport & Company LLC Experience April 2011 - Present
Job Investment Executive at Davenport & Company LLC
Industry Financial Services
Experience
Davenport & Company LLC April 2011 - Present
Washington and Lee University June 2007 - March 2011
St. Anne's-Belfield School August 2005 - June 2007
Skills
Investments, Strategic Planning, Strategic Financial..., Customer Service, Social Media, Writing, Coaching Lacrosse
Education
University of Maryland College Park 1999 — 2003
Bachelor of Arts, History
St. Anne's-Belfield School 1994 — 1998
Davenport & Company LLC April 2011 - Present
Washington and Lee University June 2007 - March 2011
St. Anne's-Belfield School August 2005 - June 2007
Skills
Investments, Strategic Planning, Strategic Financial..., Customer Service, Social Media, Writing, Coaching Lacrosse
Education
University of Maryland College Park 1999 — 2003
Bachelor of Arts, History
St. Anne's-Belfield School 1994 — 1998
Carly Jayne Rullman's Davenport & Company LLC Experience June 2007 - July 2007
Job at
Industry Marketing and Advertising
Experience
Droga5 September 2014 - Present
Goodby Silverstein & Partners March 2013 - August 2014
Grace Blue November 2012 - March 2013
Scout Branding July 2009 - October 2012
Platform Online Magazine January 2009 - May 2009
The Crimson White October 2008 - May 2009
Walnut Hill School May 2008 - July 2008
J. Crew December 2007 - January 2008
Davenport & Company LLC June 2007 - July 2007
Skills
Media Relations, Social Media, Copy Editing, Advertising, Public Relations, Spanish, Proofreading
Education
University of Alabama 2005 — 2009
BA, Communication and Information Sciences
Droga5 September 2014 - Present
Goodby Silverstein & Partners March 2013 - August 2014
Grace Blue November 2012 - March 2013
Scout Branding July 2009 - October 2012
Platform Online Magazine January 2009 - May 2009
The Crimson White October 2008 - May 2009
Walnut Hill School May 2008 - July 2008
J. Crew December 2007 - January 2008
Davenport & Company LLC June 2007 - July 2007
Skills
Media Relations, Social Media, Copy Editing, Advertising, Public Relations, Spanish, Proofreading
Education
University of Alabama 2005 — 2009
BA, Communication and Information Sciences
Martin Davenport Martin Davenport's Davenport & Company LLC Experience 1983 - 1985
Job Licensed Professional Counselor
Industry Philanthropy
Experience
Durham Foundation April 1997 - Present
Acumen Counseling, PC January 1989 - April 2007
Crestar Bank 1985 - 1988
Davenport & Company LLC 1983 - 1985
Skills
Public Speaking, Social Media, Research, Event Planning, Fundraising, Strategic Planning, Non-profits, Psychotherapy, Hypnotherapy, Counseling Psychology, Consulting, Acting, Teaching, Finance, Philanthropy, Photography, Nonprofits, Volunteer Management, Life Transitions, Leadership Development, Team Building, Community Outreach, Mental Health, Psychology, Entrepreneurship, Small Business, Coaching, Program Development, Conflict Resolution, Higher Education, Training, Workshop Facilitation, Executive Coaching, Leadership, Career Counseling, Crisis Intervention, Career Development, Stress Management, Personal Development, Psychological Assessment, Emotional Intelligence, Self-esteem, Staff Development, Stress, Social Services, Social Networking, Career Management, Meditation
Education
University of Virginia 1992 — 1994
Education Specialist (Ed.S), Adult Counseling
Virginia Commonwealth University 1990 — 1992
Master of Education (M.Ed.), Adult Counseling
University of Richmond 1975 — 1979
Bachelor of Arts (BA), Psychology
Durham Foundation April 1997 - Present
Acumen Counseling, PC January 1989 - April 2007
Crestar Bank 1985 - 1988
Davenport & Company LLC 1983 - 1985
Skills
Public Speaking, Social Media, Research, Event Planning, Fundraising, Strategic Planning, Non-profits, Psychotherapy, Hypnotherapy, Counseling Psychology, Consulting, Acting, Teaching, Finance, Philanthropy, Photography, Nonprofits, Volunteer Management, Life Transitions, Leadership Development, Team Building, Community Outreach, Mental Health, Psychology, Entrepreneurship, Small Business, Coaching, Program Development, Conflict Resolution, Higher Education, Training, Workshop Facilitation, Executive Coaching, Leadership, Career Counseling, Crisis Intervention, Career Development, Stress Management, Personal Development, Psychological Assessment, Emotional Intelligence, Self-esteem, Staff Development, Stress, Social Services, Social Networking, Career Management, Meditation
Education
University of Virginia 1992 — 1994
Education Specialist (Ed.S), Adult Counseling
Virginia Commonwealth University 1990 — 1992
Master of Education (M.Ed.), Adult Counseling
University of Richmond 1975 — 1979
Bachelor of Arts (BA), Psychology
Sean Ekiert Sean Ekiert's Davenport & Company LLC Experience April 1998 - January 2005
Job Managing Director Public Finance at Raymond James
Industry Investment Banking
Experience
Raymond James May 2013 - Present
BB&T Capital Markets January 2005 - May 2013
Davenport & Company LLC April 1998 - January 2005
Skills
Financial Analysis, Capital Markets, Public Finance, Investment Banking, Financial Modeling, Investments, Fixed Income, Bonds, Series 7, Securities
Education
University of Richmond - Robins School of Business 1993 — 1997
Bachelor of Science (B.S.), Business Administration
Raymond James May 2013 - Present
BB&T Capital Markets January 2005 - May 2013
Davenport & Company LLC April 1998 - January 2005
Skills
Financial Analysis, Capital Markets, Public Finance, Investment Banking, Financial Modeling, Investments, Fixed Income, Bonds, Series 7, Securities
Education
University of Richmond - Robins School of Business 1993 — 1997
Bachelor of Science (B.S.), Business Administration
Duke Dolan Duke Dolan's Davenport & Company LLC Experience March 1993 - Present
Job Senior Vice President at Davenport & Company LLC
Industry Financial Services
Experience
Davenport & Company LLC March 1993 - Present
Skills
Finance, Investments, Securities, Series 7, Asset Management, Financial Services, Financial Advisory, Investment Advisory, Wealth Management, Retirement Planning, Asset Allocation, Series 63, Hedge Funds, Alternative Investments, Investment Management, Strategy
Education
University of Richmond 1994 — 1998
MBA
University of Virginia 1988 — 1992
BA, Economics
Mills E Godwin 1984 — 1988
Davenport & Company LLC March 1993 - Present
Skills
Finance, Investments, Securities, Series 7, Asset Management, Financial Services, Financial Advisory, Investment Advisory, Wealth Management, Retirement Planning, Asset Allocation, Series 63, Hedge Funds, Alternative Investments, Investment Management, Strategy
Education
University of Richmond 1994 — 1998
MBA
University of Virginia 1988 — 1992
BA, Economics
Mills E Godwin 1984 — 1988
Susan Hollister Susan Hollister's Davenport & Company LLC Experience December 1997 - Present
Job Senior Vice PresidentFixed Income at Davenport & Company LLC
Industry Financial Services
Experience
Davenport & Company LLC December 1997 - Present
Skills
Series 7, Equities, Financial Advisory, Securities, Financial Services, Series 63, Investments, FINRA, Investment Advisory, Mutual Funds, Wealth Management, Retirement Planning, Capital Markets, Asset Management
Education
University of Mary Washington 1979 — 1983
B.A., European History
Davenport & Company LLC December 1997 - Present
Skills
Series 7, Equities, Financial Advisory, Securities, Financial Services, Series 63, Investments, FINRA, Investment Advisory, Mutual Funds, Wealth Management, Retirement Planning, Capital Markets, Asset Management
Education
University of Mary Washington 1979 — 1983
B.A., European History
Sandy Shiner's Davenport & Company LLC Experience May 2012 - August 2012
Job Financial Analyst at Markel Corporation
Industry Financial Services
Experience
Markel Corporation June 2013 - Present
Davenport & Company LLC May 2012 - August 2012
Skills
Financial Analysis, Essbase, Microsoft Excel, Bloomberg Terminal, Forecasting, Financial Modeling, Microsoft Office, PowerPoint, Microsoft Word, Investments, Corporate Finance, Research, Valuation
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 2009 — 2013
Bachelor of Science (BS), Finance, 3.85
Universitat Autònoma de Barcelona
Study Abroad
Markel Corporation June 2013 - Present
Davenport & Company LLC May 2012 - August 2012
Skills
Financial Analysis, Essbase, Microsoft Excel, Bloomberg Terminal, Forecasting, Financial Modeling, Microsoft Office, PowerPoint, Microsoft Word, Investments, Corporate Finance, Research, Valuation
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 2009 — 2013
Bachelor of Science (BS), Finance, 3.85
Universitat Autònoma de Barcelona
Study Abroad
John Robinson, CFP®'s Davenport & Company LLC Experience April 2014 - Present
Job Financial Advisor at Davenport & Company LLC
Industry Financial Services
Experience
Davenport & Company LLC April 2014 - Present
Morgan Stanley Wealth Management February 2008 - April 2014
Patterson Dental March 2005 - February 2008
Clayton Homes November 1998 - December 2004
Skills
401k Rollovers, Retirement Planning, Insurance, Investments, Strategic Financial..., Wealth Management, Asset Allocation, Retirement, Securities, Financial Services, Finance, Financial Planning, Financial Advisory, Portfolio Management, Customer Service, Mutual Funds, Equities
Education
University of North Carolina at Chapel Hill
BA, Psychology
Virginia Episcopal School
Davenport & Company LLC April 2014 - Present
Morgan Stanley Wealth Management February 2008 - April 2014
Patterson Dental March 2005 - February 2008
Clayton Homes November 1998 - December 2004
Skills
401k Rollovers, Retirement Planning, Insurance, Investments, Strategic Financial..., Wealth Management, Asset Allocation, Retirement, Securities, Financial Services, Finance, Financial Planning, Financial Advisory, Portfolio Management, Customer Service, Mutual Funds, Equities
Education
University of North Carolina at Chapel Hill
BA, Psychology
Virginia Episcopal School
Jason Savedoff's Davenport & Company LLC Experience 2001 - 2003
Job Founder, RVA Advisors PLLC
Industry Management Consulting
Experience
RVA Business Advisory Services March 2013 - Present
Olio Holdings, Inc. January 2014 - Present
SeniorNavigator June 2014 - Present
Fan Area Business Alliance August 2013 - January 2015
Olio Brands, inc 2007 - January 2015
Midtown Equity Partners LLC 2006 - November 2013
Space Properties 2005 - 2007
wachovia 2003 - 2005
Davenport & Company LLC 2001 - 2003
Skills
Wine, Event Planning, Catering, Strategic Planning, Start-ups, Small Business, Food, Finance, Craft Beer, Real Estate, Property Management, Event Management, Budgets, Financial Analysis, Sales, Management, Restaurants, Customer Satisfaction, Restaurant Management, Marketing, P&L, Investment Properties, Entrepreneurship, Market Planning
Education
University of Richmond 1997 — 2001
BA, Political Science, Economics
Allentown H.S. 1993 — 1997
RVA Business Advisory Services March 2013 - Present
Olio Holdings, Inc. January 2014 - Present
SeniorNavigator June 2014 - Present
Fan Area Business Alliance August 2013 - January 2015
Olio Brands, inc 2007 - January 2015
Midtown Equity Partners LLC 2006 - November 2013
Space Properties 2005 - 2007
wachovia 2003 - 2005
Davenport & Company LLC 2001 - 2003
Skills
Wine, Event Planning, Catering, Strategic Planning, Start-ups, Small Business, Food, Finance, Craft Beer, Real Estate, Property Management, Event Management, Budgets, Financial Analysis, Sales, Management, Restaurants, Customer Satisfaction, Restaurant Management, Marketing, P&L, Investment Properties, Entrepreneurship, Market Planning
Education
University of Richmond 1997 — 2001
BA, Political Science, Economics
Allentown H.S. 1993 — 1997
Matt Grossman's Davenport & Company LLC Experience 1998 - 2007
Job VP, Finance Consumer Mills
Industry Packaging and Containers
Experience
WestRock Company July 2015 - August 2015
MeadWestvaco (MWV) February 2014 - June 2015
MeadWestvaco September 2007 - February 2014
Davenport & Company LLC 1998 - 2007
Ewing Bemiss & Co. 1992 - 1996
Skills
Financial Modeling, Corporate Development, Valuation, Divestitures, Corporate Finance, Mergers, Financial Analysis, Private Equity, Strategic Planning, Business Strategy
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Finance
University of Virginia 1987 — 1991
BA, Economics
WestRock Company July 2015 - August 2015
MeadWestvaco (MWV) February 2014 - June 2015
MeadWestvaco September 2007 - February 2014
Davenport & Company LLC 1998 - 2007
Ewing Bemiss & Co. 1992 - 1996
Skills
Financial Modeling, Corporate Development, Valuation, Divestitures, Corporate Finance, Mergers, Financial Analysis, Private Equity, Strategic Planning, Business Strategy
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Finance
University of Virginia 1987 — 1991
BA, Economics
Julian Hillery, CFA, CPA Julian Hillery, CFA, CPA's Davenport & Company LLC Experience August 2004 - June 2007
Job Vice President Davenport Asset Management
Industry Investment Management
Experience
Davenport Asset Management February 2014 - Present
Salient Partners April 2010 - January 2014
World Ship Supply, Inc July 2007 - April 2010
Davenport & Company LLC August 2004 - June 2007
Skills
Asset Management, Bloomberg, Alternative Investments, Portfolio Management, Valuation, Hedge Funds, Investment Management, Financial Analysis, Fixed Income, Equities, Investments, Asset Allocation, Financial Modeling, Private Equity, Asset Managment, Derivatives, Mutual Funds, Investment Strategies, Microsoft Office, Securities, Series 7, Capital Markets, Fund Of Funds, Investment Advisory, Due Diligence, Equity Research, ETFs
Education
Jesuit High School
University of Richmond
Davenport Asset Management February 2014 - Present
Salient Partners April 2010 - January 2014
World Ship Supply, Inc July 2007 - April 2010
Davenport & Company LLC August 2004 - June 2007
Skills
Asset Management, Bloomberg, Alternative Investments, Portfolio Management, Valuation, Hedge Funds, Investment Management, Financial Analysis, Fixed Income, Equities, Investments, Asset Allocation, Financial Modeling, Private Equity, Asset Managment, Derivatives, Mutual Funds, Investment Strategies, Microsoft Office, Securities, Series 7, Capital Markets, Fund Of Funds, Investment Advisory, Due Diligence, Equity Research, ETFs
Education
Jesuit High School
University of Richmond
Warren C. Redfern, Jr. Warren C. Redfern, Jr.'s Davenport & Company LLC Experience June 1998 - October 2004
Job Middle Market Banking at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase July 2014 - Present
The Greater Richmond ARC May 2011 - Present
BB&T April 2012 - June 2014
BB&T Capital Markets October 2004 - March 2012
Davenport & Company LLC June 1998 - October 2004
Skills
C&I Lending, Higher Education, Debt, Bonds, Derivatives, Structuring, Debt Restructuring, Private Placements, Credit Analysis, Non-profits, Private Schools, New Business Development, Financial Structuring, Banking, Project Finance, Relationship Management, Hedging, Capital Markets, Loans, Loan Origination, Investment Banking
Education
Virginia Commonwealth University - School of Business 1996 — 1998
BS, Economics
University of South Carolina-Columbia 1994 — 1996
Business
Mills E. Godwin 1990 — 1993
JPMorgan Chase July 2014 - Present
The Greater Richmond ARC May 2011 - Present
BB&T April 2012 - June 2014
BB&T Capital Markets October 2004 - March 2012
Davenport & Company LLC June 1998 - October 2004
Skills
C&I Lending, Higher Education, Debt, Bonds, Derivatives, Structuring, Debt Restructuring, Private Placements, Credit Analysis, Non-profits, Private Schools, New Business Development, Financial Structuring, Banking, Project Finance, Relationship Management, Hedging, Capital Markets, Loans, Loan Origination, Investment Banking
Education
Virginia Commonwealth University - School of Business 1996 — 1998
BS, Economics
University of South Carolina-Columbia 1994 — 1996
Business
Mills E. Godwin 1990 — 1993
Jimmy Sanderson's Davenport & Company LLC Experience 2004 - Present
Job SVP at Davenport & Company
Industry Banking
Experience
Davenport & Company LLC 2004 - Present
Hunton & Williams LLP 1998 - 2004
Skills
Public Finance, New Business Development, Securities, Investments, Financial Advisory, Capital Markets, Series 7, FINRA, Investment Advisory, Financial Services, Series 63, Finance, Investment Management, Financial Modeling, Bonds, Investment Banking, Valuation, Credit Analysis, Municipal Bonds, Fixed Income, Private Placements, Derivatives, Cash Management, Structured Finance, Loans, Financial Structuring
Education
University of Richmond School of Law 1995 — 1998
Doctor of Law (J.D.), Law
University of Virginia 1989 — 1993
Bachelor of Science (BS), Architecture
Davenport & Company LLC 2004 - Present
Hunton & Williams LLP 1998 - 2004
Skills
Public Finance, New Business Development, Securities, Investments, Financial Advisory, Capital Markets, Series 7, FINRA, Investment Advisory, Financial Services, Series 63, Finance, Investment Management, Financial Modeling, Bonds, Investment Banking, Valuation, Credit Analysis, Municipal Bonds, Fixed Income, Private Placements, Derivatives, Cash Management, Structured Finance, Loans, Financial Structuring
Education
University of Richmond School of Law 1995 — 1998
Doctor of Law (J.D.), Law
University of Virginia 1989 — 1993
Bachelor of Science (BS), Architecture
Brian Coghill's Davenport & Company LLC Experience February 2009 - Present
Job Vice President Investments at Davenport & Company LLC
Industry Financial Services
Experience
Davenport & Company LLC February 2009 - Present
Merrill Lynch March 1996 - February 2009
Skills
Investment Advisory, Investments, Finance, Series 7, Financial Advisory, Alternative Investments, Financial Services, Mutual Funds, Asset Allocation, Wealth Management, Management, Investment Strategies, Investment Management, Leadership, Strategic Financial..., Hedge Funds, Retirement Planning, Financial Analysis, Portfolio Management, Series 63, Fixed Income, Securities, Capital Markets, Uniform Combined State..., Customer Service, 401k, Asset Management, Estate Planning, FINRA, Series 65, Equities, Private Equity, Retirement
Education
University of North Carolina at Wilmington 1991 — 1995
Bachelor of Science in Finance
University of North Carolina at Wilmington 1991 — 1995
Bachelor of Arts - History
Davenport & Company LLC February 2009 - Present
Merrill Lynch March 1996 - February 2009
Skills
Investment Advisory, Investments, Finance, Series 7, Financial Advisory, Alternative Investments, Financial Services, Mutual Funds, Asset Allocation, Wealth Management, Management, Investment Strategies, Investment Management, Leadership, Strategic Financial..., Hedge Funds, Retirement Planning, Financial Analysis, Portfolio Management, Series 63, Fixed Income, Securities, Capital Markets, Uniform Combined State..., Customer Service, 401k, Asset Management, Estate Planning, FINRA, Series 65, Equities, Private Equity, Retirement
Education
University of North Carolina at Wilmington 1991 — 1995
Bachelor of Science in Finance
University of North Carolina at Wilmington 1991 — 1995
Bachelor of Arts - History
Meredith Braymer's Davenport & Company LLC Experience February 2006 - October 2011
Job Operations Analyst at Capital One
Industry Financial Services
Experience
Capital One October 2011 - Present
Davenport & Company LLC February 2006 - October 2011
Virginia Foundation for Women August 2005 - December 2006
Virginia Center for Architecure May 2005 - February 2006
Collectors' Old Book Shop August 2004 - May 2005
Virginia Society of the American Institute of Architects June 2002 - August 2002
Skills
Financial Analysis, Financial Modeling, Investments, Process Improvement, Data Analysis, Risk Management, Microsoft Excel, Business Analysis, Analysis
Education
University of Richmond - Robins School of Business 2008 — 2011
MBA, Business
Vassar College 2000 — 2004
BA, Biochemistry
St. Catherine's School 1987 — 2000
Capital One October 2011 - Present
Davenport & Company LLC February 2006 - October 2011
Virginia Foundation for Women August 2005 - December 2006
Virginia Center for Architecure May 2005 - February 2006
Collectors' Old Book Shop August 2004 - May 2005
Virginia Society of the American Institute of Architects June 2002 - August 2002
Skills
Financial Analysis, Financial Modeling, Investments, Process Improvement, Data Analysis, Risk Management, Microsoft Excel, Business Analysis, Analysis
Education
University of Richmond - Robins School of Business 2008 — 2011
MBA, Business
Vassar College 2000 — 2004
BA, Biochemistry
St. Catherine's School 1987 — 2000
Benjamin Tedeschi's Davenport & Company LLC Experience January 1994 - December 2003
Job Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney December 2003 - Present
Davenport&CO.LLC January 1994 - December 2003
Davenport & Company LLC January 1994 - December 2003
Education
University of Rhode Island 1971 — 1973
MBA, Finance
University of Rhode Island - College of Business Administration 1964 — 1969
BS, Business Administration
Morgan Stanley Smith Barney December 2003 - Present
Davenport&CO.LLC January 1994 - December 2003
Davenport & Company LLC January 1994 - December 2003
Education
University of Rhode Island 1971 — 1973
MBA, Finance
University of Rhode Island - College of Business Administration 1964 — 1969
BS, Business Administration
Frank McCann's Davenport & Company LLC Experience October 1991 - November 1994
Job Institutional Salesman at BB&T Capital Markets
Industry Investment Banking
Experience
BB&T Capital Markets September 1995 - Present
First Federal Savings Bank October 1994 - September 1995
Davenport & Company LLC October 1991 - November 1994
Chemical Bank New York December 1983 - June 1991
Education
University of Richmond School of Law 1975 — 1977
Hampden-Sydney College, BA History
BB&T Capital Markets September 1995 - Present
First Federal Savings Bank October 1994 - September 1995
Davenport & Company LLC October 1991 - November 1994
Chemical Bank New York December 1983 - June 1991
Education
University of Richmond School of Law 1975 — 1977
Hampden-Sydney College, BA History