First Union Capital Markets

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First Union Capital Markets Employees

Employee
Years
Job
Industry
Jo Ellen Archer Jo Ellen Archer Midlothian, Virginia Details
Jo Ellen Archer's First Union Capital Markets Experience 1996 - 2000
Job Senior Vice President Correspondent Sales Manager & Investment Officer
Industry Financial Services
Experience
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

Elaine Figlia Elaine Figlia Greater Denver Area Details
Elaine Figlia's First Union Capital Markets Experience January 1996 - January 2000
Job Business Development Manager at Optimal Blue
Industry Financial Services
Experience
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

Sam English, CFA Sam English, CFA Louisville, Kentucky Details
Sam English, CFA's First Union Capital Markets Experience July 1995 - September 2000
Job Sr Investment Real Estate Advisor at Commercial Kentucky, Inc.
Industry Real Estate
Experience
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

Robert Froio CPM, CCIM Robert Froio CPM, CCIM Greater Chicago Area Details
Robert Froio CPM, CCIM's First Union Capital Markets Experience 1998 - 2001
Job Uniquely qualified to meet your apartment loan needs. If you are a real estate entrepreneur, we should meet.
Industry Real Estate
Experience
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

Teri Povinelli Teri Povinelli Charlotte, North Carolina Area Details
Teri Povinelli's First Union Capital Markets Experience August 1999 - June 2000
Job Technology Relationship Manager Salesforce.com
Industry Financial Services
Experience
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

Maggie Nestlerode Maggie Nestlerode Richmond, Virginia Area Details
Maggie Nestlerode's First Union Capital Markets Experience April 1998 - January 2001
Job Regional Business Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Rob Koehn Rob Koehn Miami, Florida Details
Rob Koehn's First Union Capital Markets Experience July 1998 - July 1999
Job Managing Partner, Ivy Lane Capital Management, LLC
Industry Investment Management
Experience
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

Todd Holder Todd Holder Dallas/Fort Worth Area Details
Todd Holder's First Union Capital Markets Experience November 1997 - May 2000
Job Senior Vice President at Hutchinson Shockey Erley & Co.
Industry Financial Services
Experience
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

Jennifer J. Cole, CFA, MBA, CFP® Jennifer J. Cole, CFA, MBA, CFP® Albuquerque, New Mexico Area Details
Jennifer J. Cole, CFA, MBA, CFP®'s First Union Capital Markets Experience 1997 - 2000
Job Advisor ~ Planner ~ Advocate, Cole Financial Consulting, LLC
Industry Financial Services
Experience
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

Cheryl Habrat Cheryl Habrat Wilmington, North Carolina Details
Cheryl Habrat's First Union Capital Markets Experience March 2000 - July 2001
Job CPA
Industry Accounting
Experience
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

Bridget Nelson Bridget Nelson Charlotte, North Carolina Area Details
Bridget Nelson's First Union Capital Markets Experience January 2000 - January 2001
Job Senior Vice President at Bank of America
Industry Banking
Experience
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

Derrick Rushnell Derrick Rushnell Tampa/St. Petersburg, Florida Area Details
Derrick Rushnell's First Union Capital Markets Experience March 1996 - July 1999
Job Investment Banking/Private Equity Professional
Industry Investment Banking
Experience
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

Peter Pampillonio Peter Pampillonio Charlotte, North Carolina Area Details
Peter Pampillonio's First Union Capital Markets Experience May 1995 - January 2000
Job Corporate IT Risk Manager at BB&T Corporation
Industry Financial Services
Experience
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

Webster Hughes, PhD Webster Hughes, PhD Charlotte, North Carolina Details
Webster Hughes, PhD's First Union Capital Markets Experience January 1996 - January 1999
Job Managing Principal
Industry Capital Markets
Experience
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

Carson King Carson King Charlotte, North Carolina Area Details
Carson King's First Union Capital Markets Experience December 1997 - May 1999
Job Supervisor IT Support Center at United Rentals Inc.
Industry Financial Services
Experience
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

Cristian Miceli Cristian Miceli Sharpsburg, Georgia Details
Cristian Miceli's First Union Capital Markets Experience July 1998 - November 2000
Job Manager at SouthStar Energy Services
Industry Oil & Energy
Experience
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

John Ridpath John Ridpath Greater Boston Area Details
John Ridpath's First Union Capital Markets Experience 1995 - 2001
Job Director of Marketing at Northeast Generals
Industry Sports
Experience
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

Daniel H. Wagnon Daniel H. Wagnon Tallahassee, Florida Area Details
Daniel H. Wagnon's First Union Capital Markets Experience August 1999 - December 2000
Job Real Estate IQ Professional, F3 Leader & Carlyle Scholar
Industry Commercial Real Estate
Experience
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

Jason Aarons, CCIEx2 No. 38564 Jason Aarons, CCIEx2 No. 38564 Jacksonville, Florida Area Details
Jason Aarons, CCIEx2 No. 38564's First Union Capital Markets Experience October 1998 - February 2000
Job Consultant at Dimension Data
Industry Information Technology and Services
Experience
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

Blaine Hetrick Blaine Hetrick Lancaster, Pennsylvania Details
Blaine Hetrick's First Union Capital Markets Experience January 1994 - September 2000
Job Fixed Income Sales at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  October 2000 - Present
First Union Capital Markets   January 1994 - September 2000

Education
Boston College - Carroll School of Management
BS, Finance and Marketing

Lynn Harrill Lynn Harrill Charlotte, North Carolina Area Details
Lynn Harrill's First Union Capital Markets Experience 1996 - 1998
Job Client Manager at NFP
Industry Financial Services
Experience
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

Brice Herail Brice Herail Charlotte, North Carolina Area Details
Brice Herail's First Union Capital Markets Experience 1997 - 2000
Job Vice President at Bank of America
Industry Financial Services
Experience
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

Nate Troup Nate Troup Washington D.C. Metro Area Details
Nate Troup's First Union Capital Markets Experience 1998 - 2001
Job Sr Credit Analyst at Navy Federal Credit Union
Industry Capital Markets
Experience
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

James Goforth James Goforth Denver, Colorado Details
James Goforth's First Union Capital Markets Experience April 1999 - July 2001
Job Manager. Credit & Commodity Trading Risk at Xcel Energy
Industry Capital Markets
Experience
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

Martin Richards Martin Richards San Francisco Bay Area Details
Martin Richards's First Union Capital Markets Experience 1998 - 2000
Job EVP and U.S. Head of Middle Market Banking at HSBC
Industry Banking
Experience
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 Crozier Stephen Crozier Bend, Oregon Details
Stephen Crozier's First Union Capital Markets Experience 1998 - 1999
Job Owner, Stephen G. Crozier Consulting
Industry Computer Software
Experience
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

Philip Donovan Philip Donovan Greater Memphis Area Details
Philip Donovan's First Union Capital Markets Experience 1997 - 1999
Job Senior Vice President at FTN Financial
Industry Investment Banking
Experience
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

Bonnie Polk Bonnie Polk Charlotte, North Carolina Area Details
Bonnie Polk's First Union Capital Markets Experience October 1994 - July 1999
Job Underwriter at Accenture
Industry Banking
Experience
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

Bret Quigley Bret Quigley Greater Atlanta Area Details
Bret Quigley's First Union Capital Markets Experience 1998 - 1999
Job Chairman & Chief Executive Officer at Prime Risk Partners Inc.
Industry Insurance
Experience
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

Lakisha Sykes Lakisha Sykes Charlotte, North Carolina Area Details
Lakisha Sykes's First Union Capital Markets Experience January 1998 - April 2001
Job Senior Administrative Assistant
Industry Banking
Experience
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

Joe McCabe Joe McCabe Greater Philadelphia Area Details
Joe McCabe's First Union Capital Markets Experience 1998 - 2000
Job Managing Director at SEI
Industry Financial Services
Experience
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

Steve Slattery Steve Slattery Charlotte, North Carolina Area Details
Steve Slattery's First Union Capital Markets Experience November 1997 - March 1999
Job Investment Sales of Performing and Non Performing Assets
Industry Real Estate
Experience
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

Patrick Cusatis Patrick Cusatis Altoona, Pennsylvania Area Details
Patrick Cusatis's First Union Capital Markets Experience March 1997 - March 2000
Job Professor at Penn State University
Industry Financial Services
Experience
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

Mark Weir Mark Weir Charlotte, North Carolina Area Details
Mark Weir's First Union Capital Markets Experience 1995 - 2005
Job CEO/Principal, Innovative Driver Services Company
Industry Transportation/Trucking/Railroad
Experience
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

William Luther William Luther Charlotte, North Carolina Area Details
William Luther's First Union Capital Markets Experience 2000 - 2006
Job Managing Director at Wells Fargo Securities
Industry Banking
Experience
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

Taylor Howerton Taylor Howerton Greater Atlanta Area Details
Taylor Howerton's First Union Capital Markets Experience January 1997 - November 1997
Job Ports and Logistics Industry Manager at SunTrust Bank
Industry Financial Services
Experience
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

Reading Wilson Reading Wilson Chicago, Illinois Details
Reading Wilson's First Union Capital Markets Experience April 1995 - April 1998
Job Member, Portfolio Mangager at GRT Capital Partners, LLC
Industry Investment Management
Experience
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

Jeremy Cooperstein Jeremy Cooperstein Greater New York City Area Details
Jeremy Cooperstein's First Union Capital Markets Experience 1995 - 1999
Job Moblity Solution Specialist Solving mobility issues via diverse, secure and cutting edge technology solutions.
Industry Telecommunications
Experience
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

Otto Lowe Otto Lowe Charlotte, North Carolina Details
Otto Lowe's First Union Capital Markets Experience June 1994 - June 1996
Job SCOR Global Life: Senior VP Collateral & Investments
Industry Insurance
Experience
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.

Christy Foster Christy Foster Greensboro/Winston-Salem, North Carolina Area Details
Christy Foster's First Union Capital Markets Experience December 1997 - December 1999
Job Senior VP, Credit Standards Administrator at BB&T
Industry Banking
Experience
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

Whalen Clark Whalen Clark Charlotte, North Carolina Area Details
Whalen Clark's First Union Capital Markets Experience June 1998 - June 1999
Job Technology Relationship Manager at Wells Fargo
Industry Financial Services
Experience
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

Patrick Hamilton Patrick Hamilton Louisville, Kentucky Area Details
Patrick Hamilton's First Union Capital Markets Experience July 1997 - June 1999
Job COO Futures
Industry Financial Services
Experience
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

Debra Ives Debra Ives Raleigh-Durham, North Carolina Area Details
Debra Ives's First Union Capital Markets Experience May 1997 - January 1999
Job Business Director at The Walking Classroom
Industry Nonprofit Organization Management
Experience
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

Jim McGeary Jim McGeary Greater Chicago Area Details
Jim McGeary's First Union Capital Markets Experience 1995 - 2000
Job SVPChief Credit Officer FIRST Insurance Funding, A Wintrust Company
Industry Banking
Experience
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

Suzanne Schilling Suzanne Schilling Charlotte, North Carolina Area Details
Suzanne Schilling's First Union Capital Markets Experience April 1997 - August 2000
Job Project Manager at Schwab Retirement Technologies
Industry Financial Services
Experience
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

Joseph Massey Joseph Massey Cumming, Georgia Details
Joseph Massey's First Union Capital Markets Experience 1998 - 1999
Job Software Development Manager
Industry Banking
Experience
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

Duncan Lee Duncan Lee Greater New York City Area Details
Duncan Lee's First Union Capital Markets Experience 1997 - 1999
Job Director of Marketing
Industry Events Services
Experience
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