First Union Capital Markets
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First Union Capital Markets Employees
Community Bankers Bank March 2007 - Present
BB&T Capital Markets 2000 - 2006
First Union Capital Markets 1996 - 2000
NationsBanc Capital Markets, Inc. 1989 - 1996
Carter Machinery Company, Inc. 1988 - 1989
Skills
Risk Management, Investment Strategies, Relationship Management, Customer Service, Marketing Strategy, Financial Analysis, Banking, Portfolio Optimization, Fixed Income, Asset Management, Finance, Loans, Bonds
Education
Randolph-Macon College 1984 — 1988
B.A., English Language and Literature, General
Optimal Blue October 2012 - Present
Amerisave Institutional Lending September 2010 - October 2012
Federal Home Loan Mortgage Corporation / Freddie Mac 2001 - 2009
First Union National Bank (Direct Bank Division) January 2000 - January 2001
First Union Capital Markets January 1996 - January 2000
First Union Mortgage Corporation January 1990 - January 1996
First Home Federal Savings and Loan Association January 1984 - January 1990
Skills
Mortgage Banking, Mortgage Lending, Loan Origination, Loans, Residential Mortgages, Credit, Underwriting, Mortgage Servicing, Capital Markets, Loan Servicing, Banking, Refinance, Finance, Executive Management, Sales, Business Development, Financial Services, Portfolio Management, Structured Finance, Funding, CRM, Leadership, Asset Management, Credit Analysis, Mergers & Acquisitions, Retail Banking, Mortgage Marketing, Management, Credit Risk, Customer Retention, FHA, Consumer Lending, Cross Selling
Education
Appalachian State University 1980 — 1985
BSBA, Finance
Commercial Kentucky, Inc. July 2011 - Present
HILLIARD LYONS CAPITAL MANAGEMENT, LLC September 2007 - April 2011
INVESCO INSTITUTIONAL, N.A., FIXED INCOME November 2000 - May 2007
FIRST UNION CAPITAL MARKETS July 1995 - September 2000
CUSHMAN & WAKEFIELD / COMMERCIAL KENTUCKY January 1982 - January 1993
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Master, Business Administration
University of Kentucky
Bachelor, Business Administration
Merchants & Manufacturers Bank November 2012 - Present
Hyde Park Bank March 2007 - November 2012
First Midwest Bank 2003 - 2005
Union Labor Life Insurance Company 2001 - 2003
First Union Capital Markets 1998 - 2001
Skills
Loans, Real Estate, Commercial Lending, Investments, Real Estate Economics, Real Estate Transactions, Commercial Real Estate, Portfolio Management, Sales, Sales Management, Business Development, Commercial Mortgages, Credit, Mortgage Lending, Banking, Credit Analysis, Investment Properties, Real Estate Financing, Commercial Loans, Due Diligence, Apartments, Management, Asset Management, Rehab loans
Education
Lewis University 1978 — 1983
MBA, Business Administration
Lewis University 1975 — 1977
BA, Business Administration
Brother Rice HS 1969 — 1973
Wells Fargo September 2013 - Present
Wells Fargo August 2009 - Present
Wachovia Securities January 2001 - June 2011
Sarata Corporation July 2000 - December 2000
First Union Capital Markets August 1999 - June 2000
Skills
HTML, JavaScript, Adobe Acrobat, MS Project, Strategic Planning, Social Media Marketing, SharePoint, Strategy, Leadership, Management, Team Leadership, Project Management, Analysis, SDLC, Business Analysis, Business Process..., Relationship Management, Business Requirements, Content Strategy, Dreamweaver, Training, Governance, Project Planning, Marketing, Start-ups, Vendor Management, Enterprise Software, Financial Services, Risk Management, Salesforce.com, Process Improvement, CRM, Banking, Customer Service, Program Management, Business Intelligence, IT Strategy, Cross-functional Team..., Social Media
Education
Edinboro University of Pennsylvania 1990 — 1994
Education, Mathematics
Wells Fargo Advisors January 2006 - Present
UBS June 2004 - March 2005
Wells Fargo Advisors January 2001 - June 2004
First Union Capital Markets April 1998 - January 2001
Skills
Portfolio Management
Education
University of North Carolina at Charlotte 1993 — 1997
BSBA, Finance
Ivy Lane Capital Management, LLC November 2010 - Present
Summit Park, LLC 2006 - Present
Redan Capital Management, LP April 2006 - November 2010
Trivest Partners, LP December 2005 - April 2006
Trivest Partners, LP December 2002 - December 2005
Trivest Partners, LP December 2000 - December 2002
Trivest Partners, LP August 1999 - December 2000
First Union Capital Markets July 1998 - July 1999
Skills
Value Investing, Private Equity, Hedge Funds, Special Situations, Leveraged Finance, Venture Capital, Valuation, Investment Banking, Financial Modeling, Due Diligence, Corporate Finance, Investments, Mergers, Restructuring, LBO, Financial Analysis, Alternative Investments, Entrepreneurship, Growth Capital, Private Placements, Mezzanine
Education
Princeton University 1990 — 1994
A.B., Economics
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1996 — 1998
MBA
Hutchinson, Shockey, Erley & Co. September 2014 - Present
RBC Capital Markets May 2011 - February 2014
Citi June 2000 - May 2011
First Union Capital Markets November 1997 - May 2000
Rauscher Pierce Refsnes, Inc, July 1991 - October 1997
Skills
Investment Banking, Capital Markets, Fixed Income, Financial Modeling, Derivatives, Bonds, Investments, Securities, Series 7, Equities, Valuation, Bloomberg
Education
The University of Texas at Austin 1989 — 1991
MBA, Finance
Washington University in St. Louis 1984 — 1986
Bachelor of Science, Business Administration
Nebraska Wesleyan University 1981 — 1984
Bachelor of Science, Physics
Lincoln East High School 1977 — 1981
Cole Financial Consulting, LLC 2009 - Present
First Union Capital Markets 1997 - 2000
Salomon Brothers, Inc. 1996 - 1997
Bear Stearns 1991 - 1996
A.G. Edwards & Sons, Inc. 1988 - 1991
Goldome Capital Investments, Inc. 1986 - 1988
Merrill Lynch 1981 - 1986
Education
Boston University 2008 — 2009
Certificate, Financial Planning
New York University - Leonard N. Stern School of Business 1983 — 1986
MBA, Finance
Colorado State University 1977 — 1981
BS, Finance/Economics
J-An Enterprises and Management February 2002 - Present
Self Employed October 1998 - Present
First Union Capital Markets March 2000 - July 2001
AAC Real Estate Services, Inc. June 1999 - March 2000
BDO USA, LLP September 1997 - October 1998
Arthur Andersen, LLP September 1995 - September 1997
Skills
Financial and strategic..., P&L Management, Auditing and Compliance, Tax Preparation, Aquisitions and..., Corporate Accounting, Budgets and Pro Formas, Supervisory Management, Evaluate Operations and..., GAAP, Financial Statements, Account Reconciliation
Education
University of North Carolina at Charlotte - Belk College of Business 1990 — 1995
Bachelor of Science (BS), Accounting
Bank of America March 2011 - Present
Wells Fargo/Wachovia Treasury January 2003 - July 2011
Wachovia Corporate and Investment Bank January 2001 - January 2003
First Union Capital Markets January 2000 - January 2001
First Union Capital Markets January 1998 - January 2000
ELLIOTT, DAVIS & COMPANY January 1995 - January 1998
Education
University of South Carolina - Darla Moore School of Business 1993 — 1995
MACC, Accounting
Winthrop University
Bachelor of Science, Business Administration, Marketing
Investment Bankers Corporation May 1998 - Present
Superior Site Development, Inc. August 2001 - January 2007
First Union Capital Markets March 1996 - July 1999
Skills
Equities, Investment Banking, Exit Strategies, Venture Capital, Mergers, Buyouts, Private Placements, Alternative Investments, Corporate Development, Mergers & Acquisitions, Private Equity, LBO, Finance, IPO, Investments, Structured Finance, Valuation, Financial Services, Financial Structuring, Funding, M&A experience, Emerging Markets, Capital, Restructuring, Investor Relations, Due Diligence, Capital Markets, Capital Raising, Business Valuation, Hedge Funds, Deal Sourcing, Divestitures, Leveraged Finance, Joint Ventures, Corporate Finance
Education
Pepperdine University, MBA 1991 — 1993
MBA, Strategic Planning & Finance
Florida State University 1983 — 1986
Manatee High School 1978 — 1982
BB&T Corporation October 2013 - Present
Protiviti, Inc. 2009 - October 2013
Wachovia May 2004 - 2009
Core Technology Parters January 2000 - December 2003
First Union Capital Markets May 1995 - January 2000
Heron 1991 - 1995
Accenture September 1981 - December 1991
Skills
Enterprise Risk..., Management Consulting, Business Process..., Due Diligence, Organizational Structure, Financial Services, Financial Risk, Strategic Planning, Risk Management, Entrepreneurship, Operational Risk..., Enterprise Program..., Executive Management, Program Management, Banking, Strategy, Leadership, PMO, Change Management, Management, Mergers & Acquisitions, Outsourcing, IT Strategy, Business Transformation, Portfolio Management, Governance, Business Strategy, Integration
Education
Oregon State University 1975 — 1978
B.S., Physics and Mathematics
WH Advisory & Investments LLC January 2009 - Present
Bank of America May 2005 - August 2008
XBOND January 2000 - August 2004
First Union Capital Markets January 1996 - January 1999
Bear Stearns January 1990 - January 1994
Salomon Brothers (NY) January 1986 - January 1990
Skills
Mortgage Backed..., MBS Prepayment and..., Fixed Income Strategies, Financial Industry..., Derivative Products, Structured Product..., Fixed Income Risk..., Fixed Income..., Electronic Trading..., Securities Valuation, Securities Litigation, Patent Litigation, Farmland Investments, MBS, Risk Management, Derivatives, Valuation, Bonds, Investments, Securities, Finance, Investment Banking, Portfolio Management, Capital Markets
Education
Princeton University 1982 — 1986
PhD, Mathematics
University of North Carolina at Chapel Hill 1978 — 1982
BA, Mathematics, Philosophy
United Rentals Inc. July 2014 - Present
Bank of America May 2008 - February 2014
Bank of America, Charlotte, NC May 2004 - April 2008
Bank of America, Charlotte, NC August 2003 - May 2004
Bank of America July 2002 - August 2003
Bank of America June 2000 - July 2002
Bank of America June 1999 - June 2000
First Union Capital Markets December 1997 - May 1999
D1 Technologies, LLC - Nationsbank November 1996 - December 1997
Frito Lay April 1983 - September 1993
Skills
Vendor Management, Data Center, Disaster Recovery, Unix, Visio, IT Operations, Windows Server, Troubleshooting, Business Analysis, Windows 7, SharePoint, SDLC, Red Hat Linux, Autosys, IT Strategy, TCP/IP, XP, Sales, IT Management, Active Directory, Technical Support, Information Technology, ITIL, Security, System Administration, Software Documentation, System Deployment, Project Portfolio..., Integration, Servers, Network Security, Enterprise Architecture, Networking, Operating Systems, VMware, Windows XP, Help Desk Support, Windows XP Professional, Process Improvement, Call Centers, NICE Call Recording
Education
Central Piedmont Community College 2000 — 2003
Tulsa Community College 1993 — 1995
SouthStar Energy Services January 2011 - Present
SouthStar Energy Services August 2007 - January 2011
AGL Resources May 2005 - August 2007
Columbian Chemicals Company November 2003 - May 2005
Mirant Corporation December 2002 - November 2003
Woodward Marketing, LLC December 2001 - November 2002
The New Power Company November 2000 - November 2001
First Union Capital Markets July 1998 - November 2000
Morgan Stanley March 1995 - July 1998
Town of Groton December 1992 - March 1995
Skills
Forecasting, Financial Analysis, Budgeting, Natural Gas, Pipelines, Energy, Scheduling, Energy Industry, Natural Gas Trading, Logistics, Variance Analysis, Analysis, Budgets, Finance
Education
Creighton University 2009 — 2011
Master's degree, Security Analysis and Portfolio Management
Eastern Connecticut State University 1990 — 1992
Bachelor's degree, Economics
Northeast Generals July 2015 - Present
The Psych Solution/Minot Billing October 2010 - Present
Saratoga Capital LLC 2011 - 2012
Genuity Capital Markets 2005 - April 2010
CIBC World Markets 2001 - 2005
First Union Capital Markets 1995 - 2001
Skills
Equity Trading, Equities, Trading Systems, Trading, Hedge Funds, Bloomberg, Series 7, Finance, Electronic Trading, Securities, Fixed Income, Capital Markets, Options, Asset Management, Alternative Investments
Education
Northeastern University 1984 — 1989
BS, Economics
Lakefield College School 1979 — 1984
high school
Structure Commercial Real Estate, llc October 2010 - Present
ADW Enterprises, LLC October 2006 - Present
The Staubach Company October 2003 - October 2006
Mirant Corporation, currently NRG Energy January 2001 - June 2002
First Union Capital Markets August 1999 - December 2000
Skills
Real Estate, Brokerage, Valuation, Investment Properties, Contract Negotiation, Expert Witness, Tenant Representation, Leases, Due Diligence, LEED, Mergers & Acquisitions, Commercial Real Estate, Disposition, Property Management, Location Intelligence, Corporate Real Estate, Real Estate Development
Education
University of Georgia - Terry College of Business 2002 — 2003
MBA, Real Estate, Investments, Finance
The University of Georgia 1995 — 1999
BBA, Finance
Dimension Data March 2006 - Present
iReadyWorld 2001 - 2004
First Union Capital Markets October 1998 - February 2000
HHQ 1/113th Field Artillery 1993 - 1999
Microsoft March 1997 - February 1998
Sprint January 1996 - March 1997
Skills
CCIE No. 38564 (Voice), Cisco Technologies, Switches, WAN, TCP/IP, Disaster Recovery, Routers, Network Design, Routing, BGP, VoIP, DNS, Network Engineering, EIGRP, Network Administration, LAN-WAN, Integration, Networking, Routing Protocols, IT Management, Vendor Management
Education
University of North Carolina at Charlotte 1992 — 1996
CCIE
CCIE
Florida State College Jacksonville
Morgan Stanley October 2000 - Present
First Union Capital Markets January 1994 - September 2000
Education
Boston College - Carroll School of Management
BS, Finance and Marketing
NFP July 2010 - Present
The Newport Group August 2005 - May 2010
American Pensions, Inc. June 1998 - August 2005
First Union Capital Markets 1996 - 1998
First Union Capital Management 1994 - 1996
Skills
Retirement, Investments, 401k, Pensions, ERISA, Defined Benefit, Retirement Planning, Employee Benefits, Series 63
Education
University of North Carolina at Chapel Hill 1987 — 1991
BA, Economics
Banc of America Securities, LLC. March 2000 - Present
Bank of America Merrill Lynch (BAML) 2000 - Present
First Union Capital Markets 1997 - 2000
Skills
Risk Management, Trading, Securities, Equities, Fixed Income, Capital Markets, Financial Risk, Banking, Investment Banking, Bloomberg, Series 7, Middle Office, Back Office, Financial Services, Leadership, Operational Risk, Portfolio Management, Derivatives, Series 63, Trading Systems, Bonds, Credit, Hedge Funds, Financial Markets, Cash Management, Settlement, Operational Risk..., Securities Lending, Prime Brokerage, Structured Products, AML, Interest Rate..., Private Banking, Credit Risk, Equity Derivatives, Credit Derivatives
Education
Winthrop University 1996 — 1997
MBA, Mgmt, Finance, Org behavior
Winthrop University 1994 — 1996
BS, Management
Ecole supérieure de Commerce de Montpellier 1992 — 1994
BTS, International Business
Navy Federal Credit Union November 2014 - Present
Morgan Borszcz Consulting October 2011 - November 2014
Self Employed January 2010 - October 2011
Nationwide Insurance 2008 - 2008
FTN Financial 2005 - 2006
GMAC-RFC 2003 - 2005
GMAC-RFC 2001 - 2003
First Union Capital Markets 1998 - 2001
Skills
Investments, Financial Modeling, Portfolio Management, Strategic Planning, Capital Markets, Fixed Income, Project Management, Valuation, Government, Management Consulting, Data Analysis, Financial Analysis, Due Diligence, Equities, Management, Process Improvement, Hedge Funds, Analysis, Corporate Finance, Trading, Bonds, Business Strategy, Strategy, Hedging
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2009
MBA, Finance
University of Virginia 1994 — 1998
Bachelor of Arts (B.A.), Economics
Xcel Energy August 2010 - Present
Xcel Energy May 2006 - August 2010
Xcel Energy May 2004 - May 2006
Xcel Energy January 2003 - May 2004
Banc of America Securities July 2001 - May 2002
First Union Capital Markets April 1999 - July 2001
Skills
Microsoft Excel, Leadership, Teamwork, Analytical Skills, Credit Risk, Risk Management, Energy, Credit, Financial Analysis, Trading, Financial Risk, Natural Gas, Commodity, Portfolio Management, Valuation, Forecasting, Derivatives, Commodity Markets, Financial Modeling, Energy Derivatives, Foreign Exchange, Management, Process Improvement, Analysis
Education
University of Denver - Daniels College of Business 2004 — 2007
MBA
Hampden-Sydney College 1994 — 1998
BA, Managerial Economics
William Byrd 1991 — 1994
HSBC Commercial Banking August 2015 - Present
Bank of America December 2011 - August 2015
Bank of America 2007 - 2011
Bank of America 2004 - 2007
Bank of America 2001 - 2004
eJNJ (Johnson & Johnson subsidiary) 2001 - 2001
Carethere, Inc. 2000 - 2001
First Union Capital Markets 1998 - 2000
First Union Capital Markets 1994 - 1998
Nationsbank/Maryland National Bank 1993 - 1994
Skills
Banking, Financial Analysis, Portfolio Management, Credit Analysis, Strategic Planning, Commercial Lending, Credit, Loans, Leadership, Financial Services, Commercial Banking, Finance, Strategy, Corporate Finance, Relationship Management, Business Development, Management, Cash Management, Credit Risk, Risk Management
Education
Kingston University
Postgraduate Diploma in Management Studies, Business Administration and Management, General
Loyola University Maryland
Master of Business Administration (M.B.A.)
University of West London
Higher National Diploma in Business and Finance
Stephen G. Crozier Consulting March 2008 - Present
Verizon 2002 - 2003
IP Unity Glenayre 2000 - 2002
First Union Capital Markets 1998 - 1999
Tyson Foods, Inc. 1995 - 1998
Consumers Distributing 1994 - 1995
Canadian Tire 1991 - 1994
UMA Engineering 1990 - 1991
Centurion Computer Corp. 1986 - 1986
Skills
Software Development, .NET, Agile Methodologies, Microsoft SQL Server, Unix, Linux, SQL, Integration, Requirements Analysis, Software Project..., SOA, Java
Education
University of Waterloo - St. Jerome's University 1980 — 1981
Mathematics
Mohawk College 1985 — 1986
Computer Systems, Computer Science
Mohawk College 1981 — 1983
Computer Systems, Computer Science
FTN Financial March 1999 - Present
First Union Capital Markets 1997 - 1999
Wheat First Butcher Singer 1995 - 1997
Calibre Financial Group 1993 - 1995
Education
The University of Memphis 1973 — 1982
BBA, MBA, Finance, Accounting
Accenture August 2015 - Present
Indecomm Global Services December 2010 - July 2015
Macedonia Baptist Church of Charlotte 2007 - 2013
Indecomm Mortgage Dynamics, Inc. January 2010 - May 2012
Greenpoint Mortgage Corporation 1999 - June 2010
Greenpoint Mortgage Corp 1999 - 2007
GreenPoint Bank 1999 - 2007
First Union Capital Markets October 1994 - July 1999
Skills
Mortgage Banking, Mortgage Lending, Accounting, Mortgage Underwriting, Problem Solving, Auditing, Microsoft Office, Mortgage Servicing, Microsoft Excel, Management, Sales Management, Loan Origination, Real Estate, Loans, Process Improvement
Education
Belmont Abbey College 2007 — 2010
Bachelor of Arts, Accounting
University of North Carolina at Charlotte 1984 — 1987
Accounting
Northeast Guilford High School 1980 — 1984
Prime Risk Partners Inc. 2014 - Present
Beecher Carlson 2011 - 2013
Beecher Carlson 2010 - 2011
Beecher Carlson 2008 - 2010
Swett & Crawford 2006 - 2010
Atlanta Equity Investors 2007 - 2008
Quigley Partners 2004 - 2007
Hobbs Group 1999 - 2004
First Union Capital Markets 1998 - 1999
NationsBanc Montgomery Securities 1994 - 1998
Skills
Strategic Leadership, Development Strategy, Organizational..., Operations Management, Private Equity, Mergers & Acquisitions, Capital Markets, Restructuring, Negotiation, Strategic Communications, Sales Process, Financial Analysis, Financial Modeling, Analytics, Financial Structuring, Debt Restructuring, Accounting, CPA, Commercial Insurance, Risk Management, Financial Reporting, Property & Casualty..., Leadership, Investments, Investment Banking, Financial Services, Strategic Financial..., Due Diligence, Insurance, Financial Planning
Education
Northwestern University - Kellogg School of Management 1988 — 1989
Master of Business Administration (MBA) with Distinction, Finance and Marketing, 4.0 / 4.0
University of Virginia 1984 — 1987
Bachelor of Science in Commerce with Distinction, Accounting, 4.0 / 4.0
Wells Fargo Securities April 2001 - Present
First Union Capital Markets January 1998 - April 2001
Skills
Administrative..., Customer Service, Confidentiality, Spreadsheets, Outlook, Microsoft Excel, Administrative..., Leadership, Microsoft Office, Visio, PeopleSoft, Lotus Notes, Office Management, Data Entry, PowerPoint, Access, SharePoint, Event Planning, Microsoft Word, Accounts Payable, Expense Reports, Expense Management, Heavy Calendaring, Conference Coordination, Salesforce.com, Concur, PeopleSoft Financial, Onboarding, Performance Management, Performance Appraisal, Emotional Intelligence, Balanced Scorecard, Organizational Structure, Job Analysis, Job Design
Education
Strayer University 2015 — 2017
Master of Science (M.S.), Human Resource Development
Strayer University-North Carolina 2011 — 2013
Bachelor of Business Administration (BBA), Human Resources Management
Central Piedmont Community College 2007 — 2011
Associate of Arts and Sciences (A.A.S.), Business Administration, Human Resource Management
Central Piedmont Community College 2006 — 2008
Business Administration Certificate, Human Resources Generalist
SEI January 2003 - Present
SEI Investments 2003 - Present
First Union Capital Markets 1998 - 2000
CoreStates Bank NA 1985 - 2000
Education
University of Delaware - Lerner College of Business and Economics 1981 — 1985
B.S., Finance
Saint Joseph's Prep 1977 — 1981
New South Properties of the Carolinas, LLC January 2013 - Present
Sterling Organization January 2010 - December 2012
SMS Property Services 2008 - December 2012
SMS Real Estate 2004 - December 2012
Trammell Crow Company 2002 - 2004
First Union Capital Markets November 1997 - March 1999
CB Commercial RE 1982 - 1997
Skills
Disposition, Brokerage, Corporate Real Estate, Asset Managment, Investments, Property, Location Intelligence, Tenant, Landlord, Leases
Education
Claremont McKenna College 1975 — 1979
BS, Economics
Phillips Exeter Academy 1972 — 1975
BA, Economics
Penn State University PrincipalMunicipal Capital Investment GroupAugust 2002 - Present
Tucker Anthony Sutro March 2000 - December 2001
First Union Capital Markets March 1997 - March 2000
Lehman Brothers July 1992 - March 1997
Education
Penn State University 1984 — 1992
Ph.D., Finance
innovative driver services company June 1995 - Present
Wachovia Securities, fka First Union Securities, fka First Union Capital Markets 1995 - 2005
First Union Capital Markets 1995 - 2005
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1993 — 1995
MBA, Finance
Carmel Academy
Charlotte Country Day School
Davidson College
Wells Fargo Securities March 2009 - Present
Wachovia Securities, LLC 2000 - 2009
First Union Capital Markets 2000 - 2006
Skills
Capital Markets, Valuation, LBO, Investment Banking, Leveraged Finance, Private Equity, Portfolio Management
Education
Auburn University 1980 — 1984
BS, Economics
SunTrust Bank October 2014 - Present
SunTrust Robinson Humphrey January 2002 - October 2014
SunTrust Robinson Humphrey November 1997 - December 2001
First Union Capital Markets January 1997 - November 1997
Skills
Series 7, Series 63, Investment Banking, Derivatives, Tax-exempt Finance, Financial Modeling, Fixed Income, Economics, Financial Analysis, Capital Markets, Portfolio Management, Banking, Credit Analysis, Credit, Risk Management, Finance
Education
Florida State University
BS, Biology
GRT Capital Partners, LLC June 2014 - Present
Flatirons Bank March 2010 - Present
LHC Management, LLC December 2010 - June 2014
River Capital Advisors, Inc. June 2008 - November 2009
Atlantic Trust Private Wealth Management February 2003 - June 2008
Banc of America Securities, Inc. April 1998 - December 2000
First Union Capital Markets April 1995 - April 1998
Kidder, Peabody & Co., Inc. June 1986 - April 1995
Skills
Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, Public Speaking, Budgets, Strategic Planning, Negotiation, Editing, Team Building, Accounting, Analysis, Asset Management, Business Strategy, Due Diligence, Financial Analysis, Investments, Management, Mergers, Portfolio Management, Start-ups, Strategy, Equities
Education
Northwestern University 1982 — 1986
Bachelor of Arts (BA), Economics
University School 1968 — 1982
Verizon Enterprise Solutions March 2012 - Present
Verizon Wireless August 2003 - February 2012
Knight Trading Group 1999 - 2002
First Union Capital Markets 1995 - 1999
Herzog Heine & Geduld 1989 - 1995
Skills
Direct Sales, Telecommunications, Solution Selling, Wireless, M2M, Series 7, Sales Process, Sales Operations, Unified Communications, Business Development, Customer Retention, Sales Management, Mobile Technology, Managed Services, Mobile Devices, Information Technology, B2B, Strategic Partnerships, SaaS, Salesforce.com, Cold Calling, Management, Account Management
Education
University of Oklahoma - Price College of Business 1982 — 1986
BBA, Finance
SCOR Global Life - Americas August 2011 - Present
Transamerica Reinsurance September 2006 - August 2011
Marsh April 2004 - September 2006
Carolina Financial Group LLC January 1997 - March 2004
First Union Capital Markets June 1994 - June 1996
Credit Suisse 1993 - 1995
RBS Greenwich Capital 1992 - 1993
Credit Suisse 1988 - 1991
First Union National Bank 1986 - 1988
Skills
Capital Management, Reinsurance, Solvency II, Enterprise Risk..., Financial Risk, Investments, Risk Management, Life Insurance, Insurance, Portfolio Management, Financial Modeling, Financial Services, Valuation, ALM, Asset Management, Fixed Income, Alternative Investments, Capital Markets, Structured Finance, Mergers & Acquisitions, Investment Management, Derivatives, Financial Structuring, Due Diligence, Investment Banking, Hedge Funds, Equities, Bonds, Securities, Strategic Financial..., Private Equity
Education
Duke University 1980 — 1984
BS, Geology
Millburn H.S.
BB&T February 2012 - Present
BB&T April 2010 - February 2012
BB&T April 2007 - April 2010
BB&T November 2005 - April 2007
BB&T September 2004 - October 2005
BB&T March 2003 - September 2004
BB&T January 2002 - March 2003
BB&T March 2001 - December 2001
BB&T December 1999 - February 2001
First Union Capital Markets December 1997 - December 1999
Skills
Commercial Banking, Credit, Loans, Banking, Credit Risk, Underwriting, Portfolio Management, Financial Analysis, Finance, Financial Risk, Risk Management, Small Business Lending
Education
Lenoir-Rhyne College 2000 — 2003
Master of Business Administration (MBA)
UNC Charlotte 1993 — 1997
BS in Business Administration, Operations Management and Supervision
Wells Fargo September 2006 - Present
WACHOVIA BANK & PRIVATE CONSULTING October 2003 - October 2006
Bell Labs Lucent Technologies January 1999 - September 2003
FIRST UNION CAPITAL MARKETS June 1998 - June 1999
ALLIEDSIGNAL / HONEYWELL AEROSPACE, NETWORKING AND TELECOMMUNICATIONS January 1995 - May 1998
DUKE ENERGY January 1991 - January 1995
Education
North Carolina Agricultural and Technical State University 1991 — 1995
BS, Electrical Engineering
Webster University
MBA
ICAP December 2005 - Present
APB Mortgage LLC May 2004 - December 2005
Vining Sparks, IBG September 2002 - July 2003
Phillpott Ball & Werner July 1999 - September 2002
First Union Capital Markets July 1997 - June 1999
Education
Georgetown University - The McDonough School of Business 1995 — 1997
Master of Business Administration (M.B.A.), Finance, General
University of Kentucky 1986 — 1990
Bachelor's Degree, Accounting
The Walking Classroom June 2012 - Present
The Emily Krzyzewski Center November 2010 - August 2012
Quiz Night September 2007 - May 2008
First Union -- Capital Markets May 1997 - January 1999
SouthTrust May 1996 - April 1997
Christiania Bank May 1990 - September 1995
Bankers Trust January 1986 - April 1990
Skills
Nonprofits, Fundraising, Public Speaking, Management, Negotiation, Grant Writing, Non-profits, Volunteer Management, Program Development, Microsoft Excel, Loans, Philanthropy, Staff Development, International..., Coaching, Strategic Planning, Curriculum Development
Education
The George Washington University 1981 — 1983
Master of Business Administration (MBA), Finance
Penn State University 1975 — 1979
Bachelor's degree, Mineral Economics
Duke University
Certificate, Non-Profit/Public/Organizational Management
FIRST Insurance Funding Corp August 2000 - Present
First Union 1998 - 2000
First Union Capital Markets 1995 - 2000
AGency Services, Inc 1995 - 2000
Cananwill 1992 - 1995
Skills
Insurance, Banking, Loans, Credit, Underwriting, Portfolio Management, Risk Management, Commercial Lending, Finance, Credit Risk, Credit Analysis, Commercial Banking, Financial Analysis, Financial Risk
Education
Indiana University of Pennsylvania 1978 — 1982
BS, Education
SCHWAB RETIREMENT TECHNOLOGIES September 2000 - April 2011
First Union Capital Markets April 1997 - August 2000
First Union Capital Markets September 1996 - March 1997
BLOOMBERG, LP February 1992 - November 1993
ILX SYSTEMS, INC December 1989 - January 1992
Education
San Jose State University
Bachelor of Science, Business; Management
University of Maryland, College
Graduate studies in Productivity and The Effects on Technology on Society
Wells Fargo December 2013 - Present
Wells Fargo November 2005 - December 2013
MassBytes Technology Solutions, Inc. January 2005 - November 2005
Profit Technologies Corporation February 2004 - February 2005
Wells Fargo (formerly Wachovia) 2002 - February 2004
Wells Fargo (formerly Wachovia) 2000 - 2002
Bank of America 1999 - 2000
EquiFirst 1999 - 1999
First Union Capital Markets 1998 - 1999
Premier, Inc 1996 - 1998
Skills
SDLC, Business Analysis, Management, SQL, Requirements Analysis, Visio, Requirements Gathering, Microsoft SQL Server, Unix, Agile Methodologies
Education
University of North Carolina at Charlotte
Chef Nisa Lee Thai at Home, Inc. November 2004 - Present
Worldco llc 2000 - 2003
J.P. Morgan 1999 - 2000
First Union Capital Markets 1997 - 1999
Skills
Event Management, Marketing Strategy, Marketing Communications, Public Relations, Marketing, Event Planning, Trade Shows, Sponsorship, Social Media Marketing, Social Media, New Business Development, Strategic Planning, Online Advertising, Corporate Events
Education
Bucknell University 1979 — 1983
B.A., Economics
Scarsdale High School
Diploma