First Union Securities
Industry: Subsidiary
DescriptionWells Fargo Advisors is a subsidiary of Wells Fargo, located in St Louis, Missouri. It is the ninth largest brokerage firm in the United States as of August 17, 2017 with $490 billion retail client assets under management. Customer service: 1 (866) 281-7436 Headquarters: St. Louis, MO Parent organization: Wells Fargo Founded: September 4, 2001 Total assets: 490 billion USD Subsidiaries: Wachovia Securities (Argentina) LLC (Buenos Aires Argentina),
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First Union Securities Employees
Employee
Years
Job
Industry
Stephanie M. Nelson Stephanie M. Nelson's First Union Securities Experience January 1999 - January 2002
Job CEO at The Juicy Life & Facilitator/Inspirational Speaker/NLP Master Practioner
Industry Professional Training & Coaching
Experience
The Juicy Life December 2013 - Present
OnPoint Community Credit Union January 2003 - September 2012
US Bancorp January 2002 - January 2003
First Union Securities January 1999 - January 2002
Phillips & Company Securities January 1997 - January 1999
Skills
Retirement, Wealth Management, Insurance, Fixed Annuities, Mutual Funds, ○ Series 7, ○ Series 7 ○ Series 65..., ○ Insurance License..., ○ Long term care..., Gold Pace Setter for 8..., Coaching, Wellness Coaching, Leadership, Workshop Facilitation, Emotional Intelligence, Inspiration, Writing, Seminars, Public Speaking, Workshop Development, NLP, Professional..., Team Leadership, Team Building, Entrepreneurship, Training, Management, Small Business, Leadership Development, Consulting, Customer Service
Education
Chemeketa Community College 1996 — 1998
Associate of Science (A.S.)
Glencoe
The Juicy Life December 2013 - Present
OnPoint Community Credit Union January 2003 - September 2012
US Bancorp January 2002 - January 2003
First Union Securities January 1999 - January 2002
Phillips & Company Securities January 1997 - January 1999
Skills
Retirement, Wealth Management, Insurance, Fixed Annuities, Mutual Funds, ○ Series 7, ○ Series 7 ○ Series 65..., ○ Insurance License..., ○ Long term care..., Gold Pace Setter for 8..., Coaching, Wellness Coaching, Leadership, Workshop Facilitation, Emotional Intelligence, Inspiration, Writing, Seminars, Public Speaking, Workshop Development, NLP, Professional..., Team Leadership, Team Building, Entrepreneurship, Training, Management, Small Business, Leadership Development, Consulting, Customer Service
Education
Chemeketa Community College 1996 — 1998
Associate of Science (A.S.)
Glencoe
Michelle Brandenburg Michelle Brandenburg's First Union Securities Experience 2000 - 2001
Job Banking Professional
Industry Banking
Experience
Full Gospel Tabernacle COGIC 2004 - 2005
Darsey, Black & Assoc 2002 - 2004
First Union Securities 2000 - 2001
UBS Painewebber 1999 - 1999
AG Edwards & Sons 1998 - 1998
Express Scripts 1993 - 1998
Skills
Type 90 wpm, Microsoft Word, Microsoft Excel, Microsoft Publisher, PowerPoint, Accounts Receivable, Account Management, Investment Banking, Transcription, Data Entry, Accounts Payable, Administrative..., Banking, Spreadsheets, Telephone Skills, Invoicing, Administration, Customer Service, Outlook, Teamwork, Time Management, Finance, Office Administration
Education
Pikes Peak Community College 2007 — 2007
Associate of Arts and Sciences (A.A.S.), Accounting
Saint Louis Community College-Meramec 1996 — 1996
Certificate, Excel
Ritenour High School 1986 — 1990
Diploma, Office Work Study, Business Math, Typing
Full Gospel Tabernacle COGIC 2004 - 2005
Darsey, Black & Assoc 2002 - 2004
First Union Securities 2000 - 2001
UBS Painewebber 1999 - 1999
AG Edwards & Sons 1998 - 1998
Express Scripts 1993 - 1998
Skills
Type 90 wpm, Microsoft Word, Microsoft Excel, Microsoft Publisher, PowerPoint, Accounts Receivable, Account Management, Investment Banking, Transcription, Data Entry, Accounts Payable, Administrative..., Banking, Spreadsheets, Telephone Skills, Invoicing, Administration, Customer Service, Outlook, Teamwork, Time Management, Finance, Office Administration
Education
Pikes Peak Community College 2007 — 2007
Associate of Arts and Sciences (A.A.S.), Accounting
Saint Louis Community College-Meramec 1996 — 1996
Certificate, Excel
Ritenour High School 1986 — 1990
Diploma, Office Work Study, Business Math, Typing
Douglas Bohrer Douglas Bohrer's First Union Securities Experience 1994 - 2000
Job Technical Support Engineer at Allstate
Industry Information Technology and Services
Experience
Allstate October 2008 - Present
Allstate 2001 - October 2008
Robert W. Baird & Co. 2000 - 2001
First Union Securities 1994 - 2000
Security APL 1991 - 1994
Skills
SAP BW, Data Warehousing, Financial Reporting, Sarbanes-Oxley, Internal Audit, APL Development, Mentoring, SAP BWA 7.2, SAP BW 7.3, Requirements Gathering, ITIL Process, COBIT, Vendor Relationships, Computer Systems..., IT Management, Business Intelligence, Cross Functional Team..., Multi-cultural team..., Requirements Analysis, Vendor Management, ITIL, Analysis, Project Management
Education
Northwestern University - Kellogg School of Management
Master of Science (MS), Business Administration and Management, General
University of Illinois at Urbana-Champaign
Master of Science (MS), Mathematics and Statistics
University of Illinois at Urbana-Champaign
Bachelor of Science (BS), Mathematics
New Trier West High School, Northfield, Illinois
Paxson Grade School, Missoula, Montana
Allstate October 2008 - Present
Allstate 2001 - October 2008
Robert W. Baird & Co. 2000 - 2001
First Union Securities 1994 - 2000
Security APL 1991 - 1994
Skills
SAP BW, Data Warehousing, Financial Reporting, Sarbanes-Oxley, Internal Audit, APL Development, Mentoring, SAP BWA 7.2, SAP BW 7.3, Requirements Gathering, ITIL Process, COBIT, Vendor Relationships, Computer Systems..., IT Management, Business Intelligence, Cross Functional Team..., Multi-cultural team..., Requirements Analysis, Vendor Management, ITIL, Analysis, Project Management
Education
Northwestern University - Kellogg School of Management
Master of Science (MS), Business Administration and Management, General
University of Illinois at Urbana-Champaign
Master of Science (MS), Mathematics and Statistics
University of Illinois at Urbana-Champaign
Bachelor of Science (BS), Mathematics
New Trier West High School, Northfield, Illinois
Paxson Grade School, Missoula, Montana
Ryan D. Bond Ryan D. Bond's First Union Securities Experience November 1998 - March 2000
Job Director, Healthcare Solutions at NuVasive
Industry Medical Devices
Experience
NuVasive November 2014 - Present
Accelero Health Partners June 2005 - October 2014
Gee & Jenson March 2000 - June 2005
First Union Securities November 1998 - March 2000
Merrill Lynch June 1997 - October 1998
Delta Tau Delta Fraternity 1992 - 1995
Skills
Process Improvement, Strategic Planning, Business Development, Business Strategy, Public Speaking, Management Consulting, Management, Project Management, Business Process..., Business Planning, Leadership, Executive Management, Financial Analysis, Cross-functional Team..., Strategy, Sales, Contract Negotiation, Contract Management, Program Management, Consulting, Change Management, Operations Management, Team Building, Healthcare, Leadership Development, Business Analysis, Performance Improvement, Six Sigma, Organizational..., Performance Management, Data Analysis
Education
Ohio University 1990 — 1995
Bachelors, Industrial & Systems Engineering
NuVasive November 2014 - Present
Accelero Health Partners June 2005 - October 2014
Gee & Jenson March 2000 - June 2005
First Union Securities November 1998 - March 2000
Merrill Lynch June 1997 - October 1998
Delta Tau Delta Fraternity 1992 - 1995
Skills
Process Improvement, Strategic Planning, Business Development, Business Strategy, Public Speaking, Management Consulting, Management, Project Management, Business Process..., Business Planning, Leadership, Executive Management, Financial Analysis, Cross-functional Team..., Strategy, Sales, Contract Negotiation, Contract Management, Program Management, Consulting, Change Management, Operations Management, Team Building, Healthcare, Leadership Development, Business Analysis, Performance Improvement, Six Sigma, Organizational..., Performance Management, Data Analysis
Education
Ohio University 1990 — 1995
Bachelors, Industrial & Systems Engineering
Julie Jackson, MBA Julie Jackson, MBA's First Union Securities Experience May 1999 - March 2001
Job Experienced professional seeking a full time role
Industry Human Resources
Experience
Various Contract Positions September 2011 - January 2015
Walt Disney World January 2011 - August 2011
Nationwide Mutual Insurance April 2006 - February 2009
Kavinoky Cook LLP October 2003 - July 2005
Advest, Inc June 2001 - March 2002
First Union Securities May 1999 - March 2001
McDonald Investments inc., Division of KeyCorp May 1998 - May 1999
Skills
Human Resources, Training, Onboarding, Employee Benefits, Recruiting, Management, Administrative..., Talent Acquisition, Employee Relations, Payroll, Customer Service, Sales, Marketing, Personnel Management, Microsoft Office, Microsoft Excel, Operations Management, Office Management, Accounts Receivable, Accounts Payable, Organization &..., Event Planning, Event Management, Temporary Placement, Hiring, PeopleSoft, Team Building, Confidentiality, Benefits Administration, Office Administration, Outlook, Interviews, Administration, Administrative..., Proactive self-starter, Compliance, Process Management, Business Process..., Staff Supervision, Problem Solving, Purchasing, Retail, Client Relations Skills, Events Coordination, Budgets, Training Delivery, Scheduling Management, Corporate Training, Lotus Notes, Legal Documents
Education
Franklin University
MBA, Business and Human Resources
Medaille College
BS, Liberal Studies - Computer Information Systems concentration
Medaille College
AS, Liberal Studies - Computer Information Systems concentration
Various Contract Positions September 2011 - January 2015
Walt Disney World January 2011 - August 2011
Nationwide Mutual Insurance April 2006 - February 2009
Kavinoky Cook LLP October 2003 - July 2005
Advest, Inc June 2001 - March 2002
First Union Securities May 1999 - March 2001
McDonald Investments inc., Division of KeyCorp May 1998 - May 1999
Skills
Human Resources, Training, Onboarding, Employee Benefits, Recruiting, Management, Administrative..., Talent Acquisition, Employee Relations, Payroll, Customer Service, Sales, Marketing, Personnel Management, Microsoft Office, Microsoft Excel, Operations Management, Office Management, Accounts Receivable, Accounts Payable, Organization &..., Event Planning, Event Management, Temporary Placement, Hiring, PeopleSoft, Team Building, Confidentiality, Benefits Administration, Office Administration, Outlook, Interviews, Administration, Administrative..., Proactive self-starter, Compliance, Process Management, Business Process..., Staff Supervision, Problem Solving, Purchasing, Retail, Client Relations Skills, Events Coordination, Budgets, Training Delivery, Scheduling Management, Corporate Training, Lotus Notes, Legal Documents
Education
Franklin University
MBA, Business and Human Resources
Medaille College
BS, Liberal Studies - Computer Information Systems concentration
Medaille College
AS, Liberal Studies - Computer Information Systems concentration
Chris Neal, MAI Chris Neal, MAI's First Union Securities Experience April 2000 - February 2001
Job Associate Industrial at ColliersInternational
Industry Real Estate
Experience
Colliers-International November 2014 - Present
IRR November 2003 - November 2014
PFPC June 2001 - September 2003
First Union Securities April 2000 - February 2001
Skills
Commercial Real Estate, Valuation
Education
University of North Carolina at Wilmington 1997 — 1999
Bachelor of Science, Finance
Elon University 1995 — 1997
Colliers-International November 2014 - Present
IRR November 2003 - November 2014
PFPC June 2001 - September 2003
First Union Securities April 2000 - February 2001
Skills
Commercial Real Estate, Valuation
Education
University of North Carolina at Wilmington 1997 — 1999
Bachelor of Science, Finance
Elon University 1995 — 1997
Cathy Tanimura Cathy Tanimura's First Union Securities Experience June 1999 - February 2000
Job Director of Analytics and Big Data at Okta, Inc.
Industry Computer Software
Experience
Okta, Inc. September 2013 - Present
Zynga August 2009 - August 2013
University of San Francisco August 2008 - May 2009
Rofo October 2008 - November 2008
Apoyo Financiero May 2008 - September 2008
Stitcher February 2008 - April 2008
StubHub / Ebay January 2003 - June 2007
The Princeton Review July 2002 - February 2003
RBC Capital Markets March 2000 - October 2001
First Union Securities June 1999 - February 2000
Skills
Analytics, Business Intelligence, Data Analysis, Start-ups, Analysis, Leadership, Data Warehousing, SQL, Data Science, Tableau, SaaS, Splunk, Training, E-commerce, Microsoft Excel, Databases, Integration, Big Data, Team Building, Mergers & Acquisitions, Business Planning, Management, Marketing, Business Analysis, MySQL, Salesforce.com, Data Modeling
Education
University of San Francisco - Masagung Graduate School of Management 2007 — 2009
MBA
Princeton University 1995 — 1999
AB, Economics
Okta, Inc. September 2013 - Present
Zynga August 2009 - August 2013
University of San Francisco August 2008 - May 2009
Rofo October 2008 - November 2008
Apoyo Financiero May 2008 - September 2008
Stitcher February 2008 - April 2008
StubHub / Ebay January 2003 - June 2007
The Princeton Review July 2002 - February 2003
RBC Capital Markets March 2000 - October 2001
First Union Securities June 1999 - February 2000
Skills
Analytics, Business Intelligence, Data Analysis, Start-ups, Analysis, Leadership, Data Warehousing, SQL, Data Science, Tableau, SaaS, Splunk, Training, E-commerce, Microsoft Excel, Databases, Integration, Big Data, Team Building, Mergers & Acquisitions, Business Planning, Management, Marketing, Business Analysis, MySQL, Salesforce.com, Data Modeling
Education
University of San Francisco - Masagung Graduate School of Management 2007 — 2009
MBA
Princeton University 1995 — 1999
AB, Economics
Brian Brummell, AIF® Brian Brummell, AIF®'s First Union Securities Experience February 1998 - October 2000
Job Vice President, Retirement Plan Consultant, Western Region
Industry Investment Management
Experience
Nuveen Investments July 2012 - Present
Nuveen Investments May 2007 - July 2012
Nuveen Investments August 2001 - May 2007
Nuveen Investments October 2000 - August 2001
First Union Securities February 1998 - October 2000
Skills
AIF, Mutual Funds, Securities, Financial Advisory, Investments, Series 7, Separately Managed..., Asset Allocation, 401k, Series 63, Retirement Planning, Series 24, Equities, Asset Management, Investment Advisory, Alternative Investments, Investment Strategies, Investment Management, Series 6, Series 65, Fixed Income, Asset Managment, Wealth Management
Education
Bradley University 1990 — 1994
Bachelor of Science (BS), Marketing
Nuveen Investments July 2012 - Present
Nuveen Investments May 2007 - July 2012
Nuveen Investments August 2001 - May 2007
Nuveen Investments October 2000 - August 2001
First Union Securities February 1998 - October 2000
Skills
AIF, Mutual Funds, Securities, Financial Advisory, Investments, Series 7, Separately Managed..., Asset Allocation, 401k, Series 63, Retirement Planning, Series 24, Equities, Asset Management, Investment Advisory, Alternative Investments, Investment Strategies, Investment Management, Series 6, Series 65, Fixed Income, Asset Managment, Wealth Management
Education
Bradley University 1990 — 1994
Bachelor of Science (BS), Marketing
Cindy Hannon Cindy Hannon's First Union Securities Experience January 1998 - July 2001
Job SVP at Bellwether Enterprise Real Estate Capital, LLC
Industry Real Estate
Experience
Bellwether Enterprise Real Estate Capital, LLC April 2015 - Present
Hunt Mortgage Group May 2011 - March 2015
Grandbridge Real Estate Capital July 2008 - May 2011
Fannie Mae May 2002 - July 2008
American Property Financing October 2001 - April 2002
First Union Securities January 1998 - July 2001
First Union National Bank March 1993 - December 1997
SunTrust Bank September 1988 - February 1993
Pardue, Heid, Church, Smith & Waller August 1987 - August 1988
Skills
Real Estate Economics, Real Estate, Real Estate Transactions, Asset Management, Investment Properties, Loans, Due Diligence, Real Estate Financing, Leases, HUD, Commercial Real Estate
Education
University of Florida 1984 — 1987
BSBA, Finance & Real Estate
Brevard Community College 1982 — 1984
Associate of Arts (AA), General Studies
Bellwether Enterprise Real Estate Capital, LLC April 2015 - Present
Hunt Mortgage Group May 2011 - March 2015
Grandbridge Real Estate Capital July 2008 - May 2011
Fannie Mae May 2002 - July 2008
American Property Financing October 2001 - April 2002
First Union Securities January 1998 - July 2001
First Union National Bank March 1993 - December 1997
SunTrust Bank September 1988 - February 1993
Pardue, Heid, Church, Smith & Waller August 1987 - August 1988
Skills
Real Estate Economics, Real Estate, Real Estate Transactions, Asset Management, Investment Properties, Loans, Due Diligence, Real Estate Financing, Leases, HUD, Commercial Real Estate
Education
University of Florida 1984 — 1987
BSBA, Finance & Real Estate
Brevard Community College 1982 — 1984
Associate of Arts (AA), General Studies
Lynn Doherty, CFP® Lynn Doherty, CFP®'s First Union Securities Experience May 2000 - June 2001
Job Assistant Vice President
Industry Financial Services
Experience
MetLife Premier Client Group February 2014 - Present
MetLife November 2012 - February 2014
MetLife November 2008 - November 2012
MetLife Resources November 2005 - November 2008
CitiStreet November 2004 - November 2005
Quick & Reilly December 2002 - June 2004
First Citizens Bank June 2001 - December 2002
First Union Securities May 2000 - June 2001
First Union Insurance Group/Essex Corporation August 1995 - May 2000
Dean Witter/InterCapital August 1993 - August 1995
Skills
Leadership, Retirement Planning, Strategic Financial..., Finance, Insurance, Financial Planning, Life Insurance, Mutual Funds, Fixed Annuities, Retirement, Financial Advisory, Financial Services, Wealth Management, Management, Succession Planning, Workshop Facilitation, Training Facilitation, Team Facilitation, Large Group Facilitation, Investments
Education
Miami University 1986 — 1990
Bachelor's Degree, Finance
Queens University of Charlotte
CFP preparation program
MetLife Premier Client Group February 2014 - Present
MetLife November 2012 - February 2014
MetLife November 2008 - November 2012
MetLife Resources November 2005 - November 2008
CitiStreet November 2004 - November 2005
Quick & Reilly December 2002 - June 2004
First Citizens Bank June 2001 - December 2002
First Union Securities May 2000 - June 2001
First Union Insurance Group/Essex Corporation August 1995 - May 2000
Dean Witter/InterCapital August 1993 - August 1995
Skills
Leadership, Retirement Planning, Strategic Financial..., Finance, Insurance, Financial Planning, Life Insurance, Mutual Funds, Fixed Annuities, Retirement, Financial Advisory, Financial Services, Wealth Management, Management, Succession Planning, Workshop Facilitation, Training Facilitation, Team Facilitation, Large Group Facilitation, Investments
Education
Miami University 1986 — 1990
Bachelor's Degree, Finance
Queens University of Charlotte
CFP preparation program
Kelly Sherman Reynolds Kelly Sherman Reynolds's First Union Securities Experience January 2000 - January 2001
Job Designer / Owner Ridiculous Redhead Design, LLC
Industry Design
Experience
Ridiculous Redhead Design, LLC 2011 - Present
Credit Suisse Private Banking October 2008 - November 2011
Lehman Brothers Inc January 2001 - January 2008
First Union Securities January 2000 - January 2001
PaineWebber April 2000 - November 2000
Country Lane Farm January 1999 - January 2000
Skills
Management, Finance, Customer Service, Equities, Microsoft Office, Account Management, Microsoft Excel, Microsoft Word, Financial Analysis, PowerPoint, Fixed Income, Social Media, Investments, Process Improvement, Business Development
Education
Pace University - Lubin School of Business 1995 — 1999
Bachelor of Business Administration, Management
Ridiculous Redhead Design, LLC 2011 - Present
Credit Suisse Private Banking October 2008 - November 2011
Lehman Brothers Inc January 2001 - January 2008
First Union Securities January 2000 - January 2001
PaineWebber April 2000 - November 2000
Country Lane Farm January 1999 - January 2000
Skills
Management, Finance, Customer Service, Equities, Microsoft Office, Account Management, Microsoft Excel, Microsoft Word, Financial Analysis, PowerPoint, Fixed Income, Social Media, Investments, Process Improvement, Business Development
Education
Pace University - Lubin School of Business 1995 — 1999
Bachelor of Business Administration, Management
Keith Dixon, CRPC® APMA Keith Dixon, CRPC® APMA's First Union Securities Experience March 1995 - April 1998
Job Financial Advisor at Ameriprise Financial
Industry Investment Management
Experience
Ameriprise Financial December 2007 - Present
Wachovia Securities, LLC May 1995 - December 2007
First Union Securities March 1995 - April 1998
Education
University of Maryland College Park 1980 — 1982
Business Administration
Fisk University 1975 — 1977
Bus Administration
Thomas Edison State College
Business Management
Ameriprise Financial December 2007 - Present
Wachovia Securities, LLC May 1995 - December 2007
First Union Securities March 1995 - April 1998
Education
University of Maryland College Park 1980 — 1982
Business Administration
Fisk University 1975 — 1977
Bus Administration
Thomas Edison State College
Business Management
Grant Pritchard Grant Pritchard's First Union Securities Experience June 2001 - August 2001
Job Prudential Capital Group, Investment Associate
Industry Investment Management
Experience
Prudential Capital Group July 2014 - Present
Lone Star Funds / Hudson Advisors June 2013 - July 2013
Wells Fargo Capital Finance April 2011 - May 2012
Wells Fargo Capital Finance October 2009 - April 2011
Wells Fargo Foothill September 2004 - October 2009
Harvey and Company May 2003 - August 2003
Accenture May 2002 - August 2002
First Union Securities June 2001 - August 2001
Education
Columbia Business School 2012 — 2014
MBA
University of California, Los Angeles 2004 — 2006
Continuing Education, Accounting & Finance
University of Southern California 2000 — 2004
B.S., Business
Highland Park High School 1996 — 2000
St. Michael's
Prudential Capital Group July 2014 - Present
Lone Star Funds / Hudson Advisors June 2013 - July 2013
Wells Fargo Capital Finance April 2011 - May 2012
Wells Fargo Capital Finance October 2009 - April 2011
Wells Fargo Foothill September 2004 - October 2009
Harvey and Company May 2003 - August 2003
Accenture May 2002 - August 2002
First Union Securities June 2001 - August 2001
Education
Columbia Business School 2012 — 2014
MBA
University of California, Los Angeles 2004 — 2006
Continuing Education, Accounting & Finance
University of Southern California 2000 — 2004
B.S., Business
Highland Park High School 1996 — 2000
St. Michael's
Greg Brissette Greg Brissette's First Union Securities Experience 1997 - 2000
Job VPInvestments/CRPC®
Industry Investment Management
Experience
Janney Montgomery Scott June 2003 - Present
Wachovia Securities 2000 - June 2003
First Union Securities 1997 - 2000
Wheat First Butcher Singer 1996 - 1997
Skills
Retirement Planning, Retirement Plans, Retirement Income..., Investments, Assistance with 401-K..., Leadership, Wealth Management, Series 7, Finance, Retirement, Insurance, Loans, Small Business, Securities, Financial Analysis, Series 63, Mutual Funds, Estate Planning, Strategy, Financial Services, Asset Allocation, Strategic Planning, Strategic Financial..., Investment Advisory, Portfolio Management, Alternative Investments, Asset Management, Private Equity, Financial Planning, Credit
Education
East Carolina University - College of Business 1978 — 1980
MBA, Marketing, Accounting, Economics
North Carolina State University 1973 — 1977
BS, Speech/Communications, Economics
Janney Montgomery Scott June 2003 - Present
Wachovia Securities 2000 - June 2003
First Union Securities 1997 - 2000
Wheat First Butcher Singer 1996 - 1997
Skills
Retirement Planning, Retirement Plans, Retirement Income..., Investments, Assistance with 401-K..., Leadership, Wealth Management, Series 7, Finance, Retirement, Insurance, Loans, Small Business, Securities, Financial Analysis, Series 63, Mutual Funds, Estate Planning, Strategy, Financial Services, Asset Allocation, Strategic Planning, Strategic Financial..., Investment Advisory, Portfolio Management, Alternative Investments, Asset Management, Private Equity, Financial Planning, Credit
Education
East Carolina University - College of Business 1978 — 1980
MBA, Marketing, Accounting, Economics
North Carolina State University 1973 — 1977
BS, Speech/Communications, Economics
F Greg Hertrich F Greg Hertrich's First Union Securities Experience 1996 - 2000
Job Managing Director, Head of US Depository Strategies at Nomura
Industry Financial Services
Experience
Nomura May 2010 - Present
Deutsche Bank Securities September 2008 - May 2010
Deutsche Bank 2008 - April 2010
Merrill Lynch March 2005 - July 2008
Lehman Brothers 2003 - 2005
Bear Stearns 2000 - 2002
Corporate Executive Board December 2000 - June 2001
First Union Securities 1996 - 2000
Prudential Financial May 1991 - August 1996
Skills
Risk Management, Capital Markets, Asset Management, Banking, Financial Markets, Fixed Income, Bloomberg, Portfolio Management
Education
Albright College 1987 — 1991
BA, Finance / Philosophy
FHS
Nomura May 2010 - Present
Deutsche Bank Securities September 2008 - May 2010
Deutsche Bank 2008 - April 2010
Merrill Lynch March 2005 - July 2008
Lehman Brothers 2003 - 2005
Bear Stearns 2000 - 2002
Corporate Executive Board December 2000 - June 2001
First Union Securities 1996 - 2000
Prudential Financial May 1991 - August 1996
Skills
Risk Management, Capital Markets, Asset Management, Banking, Financial Markets, Fixed Income, Bloomberg, Portfolio Management
Education
Albright College 1987 — 1991
BA, Finance / Philosophy
FHS
Afrika Powell Afrika Powell's First Union Securities Experience November 2001 - September 2002
Job Professional
Industry Hospital & Health Care
Experience
Purdue University Calumet School of Business September 2015 - Present
UIC June 2014 - Present
Malcolm X College 2013 - Present
stay at home mother April 2009 - December 2013
United Airlines June 2007 - April 2009
Sams Club November 2006 - September 2007
SunTrust Mortgage July 2005 - May 2007
SunTrust Investment Services June 2003 - July 2005
Wachovia Securities Financial Network September 2002 - June 2003
First Union Securities November 2001 - September 2002
Skills
Banking, Data Entry, Investments, Customer Service, Finance, Insurance, Mortgage Lending, Loans, Time Management, Accounting, Sales, Management, Mutual Funds, Auditing, Invoicing, Marketing, Office Management, Securities, Microsoft Excel, PowerPoint, Public Speaking, Research, Microsoft Word
Education
Purdue University Calumet 2015 — 2017
Biology
City Colleges of Chicago-Malcolm X College 2013 — 2015
Associate of Science (A.S.), Pre-Nursing Studies
Gwinnett Technical College 2012 — 2014
None, Radiologic Technology/Science - Radiographer
Virginia Commonwealth University 1999 — 2001
None, Biology, General
Purdue University Calumet School of Business September 2015 - Present
UIC June 2014 - Present
Malcolm X College 2013 - Present
stay at home mother April 2009 - December 2013
United Airlines June 2007 - April 2009
Sams Club November 2006 - September 2007
SunTrust Mortgage July 2005 - May 2007
SunTrust Investment Services June 2003 - July 2005
Wachovia Securities Financial Network September 2002 - June 2003
First Union Securities November 2001 - September 2002
Skills
Banking, Data Entry, Investments, Customer Service, Finance, Insurance, Mortgage Lending, Loans, Time Management, Accounting, Sales, Management, Mutual Funds, Auditing, Invoicing, Marketing, Office Management, Securities, Microsoft Excel, PowerPoint, Public Speaking, Research, Microsoft Word
Education
Purdue University Calumet 2015 — 2017
Biology
City Colleges of Chicago-Malcolm X College 2013 — 2015
Associate of Science (A.S.), Pre-Nursing Studies
Gwinnett Technical College 2012 — 2014
None, Radiologic Technology/Science - Radiographer
Virginia Commonwealth University 1999 — 2001
None, Biology, General
Dan Davidson Dan Davidson's First Union Securities Experience 1995 - 2000
Job Managing Director at Coker Capital Advisors
Industry Investment Banking
Experience
Coker Capital Advisors January 2009 - Present
Jefferies & Company January 2007 - December 2008
CIT Finance Investment Bank 2005 - 2007
BNP Paribas 2000 - 2005
First Union Securities 1995 - 2000
USMC 1989 - 1995
Skills
Mergers & Acquisitions, Investment Banking, Corporate Finance, Corporate Development, Finance, Business Valuation, Private Equity, Investments, Financial Structuring, Recapitalizations, Restructuring, Venture Capital, Valuation, LBO, Leveraged Finance, Capital Markets, M&A experience, Financial Advisory, Fixed Income, Securities, Business Development, Financial Modeling, Due Diligence, Structured Finance, Growth Capital, Private Placements, IPO, Divestitures
Education
Clemson University 1992 — 1995
BS, Corporate Finance
LWHS 1986 — 1989
FAA
Coker Capital Advisors January 2009 - Present
Jefferies & Company January 2007 - December 2008
CIT Finance Investment Bank 2005 - 2007
BNP Paribas 2000 - 2005
First Union Securities 1995 - 2000
USMC 1989 - 1995
Skills
Mergers & Acquisitions, Investment Banking, Corporate Finance, Corporate Development, Finance, Business Valuation, Private Equity, Investments, Financial Structuring, Recapitalizations, Restructuring, Venture Capital, Valuation, LBO, Leveraged Finance, Capital Markets, M&A experience, Financial Advisory, Fixed Income, Securities, Business Development, Financial Modeling, Due Diligence, Structured Finance, Growth Capital, Private Placements, IPO, Divestitures
Education
Clemson University 1992 — 1995
BS, Corporate Finance
LWHS 1986 — 1989
FAA
Jack Yurachek Jack Yurachek's First Union Securities Experience April 1998 - April 1999
Job SVP Director of Business Initiatives at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC April 2005 - Present
Wachovia Securities April 1999 - May 2005
First Union Securities April 1998 - April 1999
Morgan Stanley/Dean Witter May 1997 - March 1998
Skills
Series 7, Investments, Finance, Mergers & Acquisitions
Education
Appalachian State University 1989 — 1993
BA, Finance and Real Estate
Wells Fargo Advisors, LLC April 2005 - Present
Wachovia Securities April 1999 - May 2005
First Union Securities April 1998 - April 1999
Morgan Stanley/Dean Witter May 1997 - March 1998
Skills
Series 7, Investments, Finance, Mergers & Acquisitions
Education
Appalachian State University 1989 — 1993
BA, Finance and Real Estate
Ken Manning, CWS Ken Manning, CWS's First Union Securities Experience 2000 - 2001
Job VP, Financial Products & Services at BB&T Scott & Stringfellow
Industry Financial Services
Experience
BB&T Scott & Stringfellow April 2012 - Present
Scott & Stringfellow 2007 - May 2012
Wachovia Securities 2002 - 2007
Wachovia Securities 2001 - 2002
First Union Securities 2000 - 2001
Learning Tree International 1998 - 2000
Quick & Reilly 1996 - 1998
Education
Wheeling Jesuit University 1988 — 1992
Bachelor of Science (BS), Criminal Justice
American University 1991 — 1991
Gonzaga College High School 1984 — 1988
OLGC (Our Lady of Good Counsel - Vienna, Va) 1978 — 1984
BB&T Scott & Stringfellow April 2012 - Present
Scott & Stringfellow 2007 - May 2012
Wachovia Securities 2002 - 2007
Wachovia Securities 2001 - 2002
First Union Securities 2000 - 2001
Learning Tree International 1998 - 2000
Quick & Reilly 1996 - 1998
Education
Wheeling Jesuit University 1988 — 1992
Bachelor of Science (BS), Criminal Justice
American University 1991 — 1991
Gonzaga College High School 1984 — 1988
OLGC (Our Lady of Good Counsel - Vienna, Va) 1978 — 1984
Champ Claris's First Union Securities Experience August 1998 - August 2000
Job Managing Broker at Berkshire Hathaway HomeServices Carolinas Realty
Industry Real Estate
Experience
Berkshire Hathaway HomeServices Carolinas Realty June 2013 - Present
Prudential York Simpson Underwood Realty March 2012 - June 2013
Key Rental Resources January 2005 - March 2012
Key Realty Resources January 2003 - March 2012
Arms, North Carolina General Assembly January 2011 - August 2011
Prudential York Simpson Underwood 2003 - 2009
New Course Education Inc January 2001 - October 2001
New Course Education Inc January 2001 - October 2001
First Union Securities August 1998 - August 2000
Skills
Relocation, Real Estate, Selling, Management, Leadership, Real Estate Transactions, Investment Properties, Sellers, Referrals, Negotiation, Sales, Marketing
Education
North Carolina State University - College of Management 1996 — 2001
Bussiness Management, Finance, Economics, Investments
Christ School
Berkshire Hathaway HomeServices Carolinas Realty June 2013 - Present
Prudential York Simpson Underwood Realty March 2012 - June 2013
Key Rental Resources January 2005 - March 2012
Key Realty Resources January 2003 - March 2012
Arms, North Carolina General Assembly January 2011 - August 2011
Prudential York Simpson Underwood 2003 - 2009
New Course Education Inc January 2001 - October 2001
New Course Education Inc January 2001 - October 2001
First Union Securities August 1998 - August 2000
Skills
Relocation, Real Estate, Selling, Management, Leadership, Real Estate Transactions, Investment Properties, Sellers, Referrals, Negotiation, Sales, Marketing
Education
North Carolina State University - College of Management 1996 — 2001
Bussiness Management, Finance, Economics, Investments
Christ School
Mark W. Evans Mark W. Evans's First Union Securities Experience June 1998 - March 2000
Job Pharma/Device/Biotech Rep
Industry Biotechnology
Experience
inVentiv Health Commercial August 2015 - Present
Getman Apothecary Shoppe March 2015 - July 2015
Progenity March 2014 - September 2014
Bayer HealthCare- Women's Health May 2001 - November 2013
Berlex Laboratories- Women's Health May 2001 - June 2006
Evans Consulting March 2000 - April 2001
First Union Securities June 1998 - March 2000
Tinker Federal Credit Union May 1996 - June 1998
Dean Witter Reynolds March 1993 - May 1996
Monroe Systems for Business September 1990 - March 1993
Skills
Marketing, Medical Devices, Pharmaceutical Sales, Women's Health, Buy & Bill, Specialty Pharmaceutical, OB/GYN
Education
Oklahoma State University 1987 — 1990
Bachelor of Science in Business Administration, Marketing
University of Oklahoma 1981 — 1983
inVentiv Health Commercial August 2015 - Present
Getman Apothecary Shoppe March 2015 - July 2015
Progenity March 2014 - September 2014
Bayer HealthCare- Women's Health May 2001 - November 2013
Berlex Laboratories- Women's Health May 2001 - June 2006
Evans Consulting March 2000 - April 2001
First Union Securities June 1998 - March 2000
Tinker Federal Credit Union May 1996 - June 1998
Dean Witter Reynolds March 1993 - May 1996
Monroe Systems for Business September 1990 - March 1993
Skills
Marketing, Medical Devices, Pharmaceutical Sales, Women's Health, Buy & Bill, Specialty Pharmaceutical, OB/GYN
Education
Oklahoma State University 1987 — 1990
Bachelor of Science in Business Administration, Marketing
University of Oklahoma 1981 — 1983
Lester Bolstad, CFP Lester Bolstad, CFP's First Union Securities Experience September 1998 - September 2000
Job Financial Advisor at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services September 2000 - Present
Rotary Club of Wayzata 2011 - 2012
First Union Securities September 1998 - September 2000
Metropolitan Transit Commission January 1969 - March 1971
Skills
Series 7, Retirement Planning, Wealth Management
Education
Case Western Reserve University 1973 — 1974
Masters, Organzation Development, Business Management, Behavior
University High School
UBS Financial Services September 2000 - Present
Rotary Club of Wayzata 2011 - 2012
First Union Securities September 1998 - September 2000
Metropolitan Transit Commission January 1969 - March 1971
Skills
Series 7, Retirement Planning, Wealth Management
Education
Case Western Reserve University 1973 — 1974
Masters, Organzation Development, Business Management, Behavior
University High School
Phawn Lane's First Union Securities Experience September 2000 - January 2002
Job Office Manager
Industry Marketing and Advertising
Experience
Elevation, LLC March 2008 - Present
MAC Cosmetics June 2008 - Present
Thompson Everett, Inc January 2007 - January 2008
Bloomingdale’s SoHo January 2004 - January 2005
Omni Hotels January 2002 - January 2004
First Union Securities September 2000 - January 2002
Skills
Cosmetics, Beauty, Makeup Artistry, Advertising, Marketing, Social Media, Fashion, Fashion Shows, Skin Care, Event Planning, Marketing Communications, Sales, Customer Service, Training, Human Resources, Management, Microsoft Excel, Microsoft Office, Social Media Marketing, Public Relations, Project Management
Education
Averett University
B.B.A, Bachelors of Business Administration
Monacan High School
Diploma
Averett University
BBA, Business Administration
Elevation, LLC March 2008 - Present
MAC Cosmetics June 2008 - Present
Thompson Everett, Inc January 2007 - January 2008
Bloomingdale’s SoHo January 2004 - January 2005
Omni Hotels January 2002 - January 2004
First Union Securities September 2000 - January 2002
Skills
Cosmetics, Beauty, Makeup Artistry, Advertising, Marketing, Social Media, Fashion, Fashion Shows, Skin Care, Event Planning, Marketing Communications, Sales, Customer Service, Training, Human Resources, Management, Microsoft Excel, Microsoft Office, Social Media Marketing, Public Relations, Project Management
Education
Averett University
B.B.A, Bachelors of Business Administration
Monacan High School
Diploma
Averett University
BBA, Business Administration
Jean-Marc J.M. Gadoury Jean-Marc J.M. Gadoury's First Union Securities Experience May 2000 - June 2002
Job Financial Advisor at Anchor Financial Group, a General Agency with the companies of OneAmerica
Industry Financial Services
Experience
Anchor Financial Group, a General Agency with the companies of OneAmerica October 2014 - Present
Advancement Concepts, LLC December 2013 - October 2014
Wells Fargo September 2010 - November 2013
Lexolution, LLC November 2009 - September 2010
Wells Fargo September 2002 - May 2009
First Union Securities May 2000 - June 2002
RF&P MRR, Inc. December 2000 - December 2001
The Rutherford Institute October 1997 - August 1999
Education
University of Richmond School of Law 1994 — 1997
Juris Doctor
Liberty University School of Business and Government 1989 — 1993
Bachelor of Science (BS), Government, Business, History, Philosophy
Anchor Financial Group, a General Agency with the companies of OneAmerica October 2014 - Present
Advancement Concepts, LLC December 2013 - October 2014
Wells Fargo September 2010 - November 2013
Lexolution, LLC November 2009 - September 2010
Wells Fargo September 2002 - May 2009
First Union Securities May 2000 - June 2002
RF&P MRR, Inc. December 2000 - December 2001
The Rutherford Institute October 1997 - August 1999
Education
University of Richmond School of Law 1994 — 1997
Juris Doctor
Liberty University School of Business and Government 1989 — 1993
Bachelor of Science (BS), Government, Business, History, Philosophy
Jamie McDaniel, MBA's First Union Securities Experience September 1999 - May 2000
Job The Carolinas Financial Network
Industry Marketing and Advertising
Experience
AARP April 2015 - June 2015
Breaker January 2015 - April 2015
Headway Workforce Solutions November 2013 - October 2014
Team Leadership Planning Branding Program Execution August 2013 - November 2013
Allscripts August 2011 - August 2013
PhoneTree July 2007 - July 2011
BB&T June 2005 - July 2007
Invesco US September 2000 - May 2004
First Union Securities September 1999 - May 2000
UBS Investment Bank December 1997 - September 1999
Skills
Email Marketing, Marketing Strategy, Marketing Communications, Direct Marketing, Lead Generation, Marketing, Salesforce.com, Social Media Marketing, Strategic Planning, Social Media, Marketing Management, B2B Marketing, Advertising, Public Relations, Product Marketing, Digital Marketing, Event Management, Web Analytics, Corporate Communications, Cross-functional Team..., Business Development, Leadership, Management, Newsletters, Sales, Brand Positioning..., Branding & Identity, Strategy, Pragmatic Marketing..., Marketo
Education
Georgia State University - J. Mack Robinson College of Business 2001 — 2004
MBA
Rhodes College 1990 — 1994
BA, History
Episcopal High School 1986 — 1990
AARP April 2015 - June 2015
Breaker January 2015 - April 2015
Headway Workforce Solutions November 2013 - October 2014
Team Leadership Planning Branding Program Execution August 2013 - November 2013
Allscripts August 2011 - August 2013
PhoneTree July 2007 - July 2011
BB&T June 2005 - July 2007
Invesco US September 2000 - May 2004
First Union Securities September 1999 - May 2000
UBS Investment Bank December 1997 - September 1999
Skills
Email Marketing, Marketing Strategy, Marketing Communications, Direct Marketing, Lead Generation, Marketing, Salesforce.com, Social Media Marketing, Strategic Planning, Social Media, Marketing Management, B2B Marketing, Advertising, Public Relations, Product Marketing, Digital Marketing, Event Management, Web Analytics, Corporate Communications, Cross-functional Team..., Business Development, Leadership, Management, Newsletters, Sales, Brand Positioning..., Branding & Identity, Strategy, Pragmatic Marketing..., Marketo
Education
Georgia State University - J. Mack Robinson College of Business 2001 — 2004
MBA
Rhodes College 1990 — 1994
BA, History
Episcopal High School 1986 — 1990
Monica Samoilenko Monica Samoilenko's First Union Securities Experience September 1998 - May 2001
Job Experienced Attorney
Industry Legal Services
Experience
Capital One September 2014 - December 2014
Federal Reserve Bank of Richmond (Lawyer's Staffing) May 2013 - September 2014
MeadWestvaco September 2008 - April 2013
Attorney Liability Protection Society, RRG May 2007 - July 2008
Wachovia Securities January 2007 - April 2007
Scott & Stringfellow, Inc. December 2004 - October 2006
Genworth Financial, Inc. (f.k.a. GE Financial) June 2001 - December 2004
First Union Securities September 1998 - May 2001
Skills
Legal Research, Litigation, Corporate Law, Mediation, Due Diligence, Bankruptcy, Dispute Resolution, Policy, Analysis, Legal Issues, Leadership, Commercial Litigation
Education
Cardinal Spellman High School
Cardinal Spellman High School
Cardinal Spellman High School
Cardinal Spellman High School
Cardinal Spellman High School
Cardinal Spellman High School
Mount Holyoke College
Bachelor's degree, English Literature & Spanish Literature
The George Washington University Law School
Doctor of Law (JD), Law
Capital One September 2014 - December 2014
Federal Reserve Bank of Richmond (Lawyer's Staffing) May 2013 - September 2014
MeadWestvaco September 2008 - April 2013
Attorney Liability Protection Society, RRG May 2007 - July 2008
Wachovia Securities January 2007 - April 2007
Scott & Stringfellow, Inc. December 2004 - October 2006
Genworth Financial, Inc. (f.k.a. GE Financial) June 2001 - December 2004
First Union Securities September 1998 - May 2001
Skills
Legal Research, Litigation, Corporate Law, Mediation, Due Diligence, Bankruptcy, Dispute Resolution, Policy, Analysis, Legal Issues, Leadership, Commercial Litigation
Education
Cardinal Spellman High School
Cardinal Spellman High School
Cardinal Spellman High School
Cardinal Spellman High School
Cardinal Spellman High School
Cardinal Spellman High School
Mount Holyoke College
Bachelor's degree, English Literature & Spanish Literature
The George Washington University Law School
Doctor of Law (JD), Law
Rich Daileader's First Union Securities Experience 1994 - 2006
Job Managing Director at Ally Corporate Finance
Industry Financial Services
Experience
Ally Corporate Finance January 2012 - Present
Appalachian Trail Conservancy 2011 - Present
Wells Fargo 2010 - January 2012
Churchill Financial 2006 - 2008
First Union Securities 1994 - 2006
UBS Capital 1991 - 1994
Manufacturers Hanover Trust 1981 - 1987
Education
Fordham University - Graduate School of Business Administration 1979 — 1982
MBA, Finance
St. John's University 1977 — 1979
BS, Business Administration
University of Maine, Orono 1975 — 1977
Business Administration
Ally Corporate Finance January 2012 - Present
Appalachian Trail Conservancy 2011 - Present
Wells Fargo 2010 - January 2012
Churchill Financial 2006 - 2008
First Union Securities 1994 - 2006
UBS Capital 1991 - 1994
Manufacturers Hanover Trust 1981 - 1987
Education
Fordham University - Graduate School of Business Administration 1979 — 1982
MBA, Finance
St. John's University 1977 — 1979
BS, Business Administration
University of Maine, Orono 1975 — 1977
Business Administration
Sabrina DiMinico's First Union Securities Experience February 1997 - March 2002
Job Senior Marketing Manager
Industry Marketing and Advertising
Experience
IRI Worldwide January 2015 - Present
PETCO Animal Supplies, Inc. March 2013 - January 2015
PETCO Animal Supplies, Inc. January 2012 - March 2013
Papa Gino's November 2008 - December 2011
Karl Strauss Brewing Company October 2004 - August 2008
MP3.COM, VIVENDI UNIVERSAL NET USA March 2002 - June 2004
First Union Securities February 1997 - March 2002
The Boston Group December 1995 - February 1997
University of San Diego December 1994 - November 1995
The Scudder Trust Company December 1993 - October 1994
Skills
Strategic Planning, Product Marketing, Marketing, Cross-functional Team..., Market Planning, Product Development, Sales, Customer Insight, Marketing Strategy, Marketing Communications, Advertising, Competitive Analysis, Direct Marketing, Brand Development, Integrated Marketing, Project Management
Education
Boston College 1989 — 1993
BA, English, Economics
IRI Worldwide January 2015 - Present
PETCO Animal Supplies, Inc. March 2013 - January 2015
PETCO Animal Supplies, Inc. January 2012 - March 2013
Papa Gino's November 2008 - December 2011
Karl Strauss Brewing Company October 2004 - August 2008
MP3.COM, VIVENDI UNIVERSAL NET USA March 2002 - June 2004
First Union Securities February 1997 - March 2002
The Boston Group December 1995 - February 1997
University of San Diego December 1994 - November 1995
The Scudder Trust Company December 1993 - October 1994
Skills
Strategic Planning, Product Marketing, Marketing, Cross-functional Team..., Market Planning, Product Development, Sales, Customer Insight, Marketing Strategy, Marketing Communications, Advertising, Competitive Analysis, Direct Marketing, Brand Development, Integrated Marketing, Project Management
Education
Boston College 1989 — 1993
BA, English, Economics
Hilary Bradford's First Union Securities Experience November 2000 - January 2002
Job Director of Client Satisfaction at Heritage Financial Planning
Industry Financial Services
Experience
Heritage Financial Planning December 2013 - Present
Academy Mortgage Corporation August 2011 - August 2013
Academy Mortgage Corporation March 2003 - August 2011
Select Portfiolo Servicing November 2006 - August 2007
Academy Mortgage Corporation March 2003 - November 2006
2002 Salt Lake Olympic Committee January 2002 - April 2002
First Union Securities November 2000 - January 2002
Skills
Mortgage Lending, Loans, Refinance, Mortgage Banking, Account Management, Management, Consumer Lending, FHA financing, Investors, Due Diligence, Leadership, Residential Mortgages, Banking, VA loans, Team Building, Credit, Mortgage Servicing, Financial Services, Finance, Real Estate, Marketing, Strategic Planning, Coaching, Customer Service, Construction Loans, Loan Origination, FHA, Training, Employee Benefits, Onboarding, Accounts Payable, Expense Reports, Train New Employees, ADP Payroll, Credit Analysis, USDA, Real Estate Financing, HUD, Human Resources, Employee Training, Event Planning, Reporting & Analysis, Calendaring, Travel Planning, Meeting Planning, Executive..., External Audit, Licensing, Compliance, Project Accounting
Education
Utah State University 1994 — 2000
Bachelors in Arts, Sociology
Mesa Community College 2011 — 2012
N/A, German Language and Literature, 3.8
Heritage Financial Planning December 2013 - Present
Academy Mortgage Corporation August 2011 - August 2013
Academy Mortgage Corporation March 2003 - August 2011
Select Portfiolo Servicing November 2006 - August 2007
Academy Mortgage Corporation March 2003 - November 2006
2002 Salt Lake Olympic Committee January 2002 - April 2002
First Union Securities November 2000 - January 2002
Skills
Mortgage Lending, Loans, Refinance, Mortgage Banking, Account Management, Management, Consumer Lending, FHA financing, Investors, Due Diligence, Leadership, Residential Mortgages, Banking, VA loans, Team Building, Credit, Mortgage Servicing, Financial Services, Finance, Real Estate, Marketing, Strategic Planning, Coaching, Customer Service, Construction Loans, Loan Origination, FHA, Training, Employee Benefits, Onboarding, Accounts Payable, Expense Reports, Train New Employees, ADP Payroll, Credit Analysis, USDA, Real Estate Financing, HUD, Human Resources, Employee Training, Event Planning, Reporting & Analysis, Calendaring, Travel Planning, Meeting Planning, Executive..., External Audit, Licensing, Compliance, Project Accounting
Education
Utah State University 1994 — 2000
Bachelors in Arts, Sociology
Mesa Community College 2011 — 2012
N/A, German Language and Literature, 3.8
Eric Garner Eric Garner's First Union Securities Experience 1990 - 1994
Job Regional Director of Donor Recruitment for the Carolinas Blood Services Region at The American Red Cross
Industry Nonprofit Organization Management
Experience
American Red Cross November 2012 - Present
Gaston Alive Magazine January 2012 - November 2012
LPL Financial Institution Services January 2006 - June 2011
Harrisdirect 2004 - 2005
DLJdirect 1999 - 2005
HARRISdirect, LLC, (formerly CSFBdirect and DLJdirect) 1999 - 2005
First Citizens Bank 1994 - 1999
First Union Securities 1990 - 1994
Skills
Series 7, Strategic Planning, Problem Solving, Performance Management, Budgeting, Talent Management, Coaching, Organizational..., Customer Relations, Leadership Development, Team Building, Compliance, Customer Service, Negotiation, Public Speaking, Process Improvement, New Business Development, Project Planning, Budgets, Business Development, Sales, Account Management, Banking, Strategy
Education
Villanova University 2011 — 2011
Certificate, Finance and Accounting
Villanova University 2010 — 2011
Master Certificate, Strategic Organizational Leadership
Mars Hill University 1972 — 1976
BA, English
American Red Cross November 2012 - Present
Gaston Alive Magazine January 2012 - November 2012
LPL Financial Institution Services January 2006 - June 2011
Harrisdirect 2004 - 2005
DLJdirect 1999 - 2005
HARRISdirect, LLC, (formerly CSFBdirect and DLJdirect) 1999 - 2005
First Citizens Bank 1994 - 1999
First Union Securities 1990 - 1994
Skills
Series 7, Strategic Planning, Problem Solving, Performance Management, Budgeting, Talent Management, Coaching, Organizational..., Customer Relations, Leadership Development, Team Building, Compliance, Customer Service, Negotiation, Public Speaking, Process Improvement, New Business Development, Project Planning, Budgets, Business Development, Sales, Account Management, Banking, Strategy
Education
Villanova University 2011 — 2011
Certificate, Finance and Accounting
Villanova University 2010 — 2011
Master Certificate, Strategic Organizational Leadership
Mars Hill University 1972 — 1976
BA, English
Rich Bone Rich Bone's First Union Securities Experience May 1999 - May 2000
Job Senior Vice President, Investments at Raymond James
Industry Investment Management
Experience
Raymond James June 2011 - Present
Howe Barnes Hoefer & Arnett, A Subsidiary of Raymond James May 2000 - June 2011
First Union Securities May 1999 - May 2000
Pines Financial Group 1985 - 1999
Education
Illinois State University 1979 — 1983
Bachelors, Finance
Raymond James June 2011 - Present
Howe Barnes Hoefer & Arnett, A Subsidiary of Raymond James May 2000 - June 2011
First Union Securities May 1999 - May 2000
Pines Financial Group 1985 - 1999
Education
Illinois State University 1979 — 1983
Bachelors, Finance
Larry Doody's First Union Securities Experience September 1994 - June 2001
Job Senior Vice President at Uhlmann Price Securities, LLC
Industry Financial Services
Experience
Uhlmann Price Securities, LLC September 2013 - Present
Larry Doody, Independent Contractor August 2010 - Present
Investment Advisory Firm in Chicagoland Area November 2010 - September 2013
Renovate America July 2009 - August 2012
Illinois Medical District Commission August 2007 - July 2011
Wayne Hummer Wealth Management June 2001 - August 2008
City of Chicago June 2006 - February 2007
First Union Securities September 1994 - June 2001
Skills
PACE Financing, Finance, Asset Managment, Investments, Financial Modeling, Start-ups, Portfolio Management, Government, Analysis, Risk Management, Strategy, Asset Management, Investment Banking, Private Equity, Valuation, Equities, Capital Markets, Financial Services, Commercial Real Estate, Negotiation, Corporate Finance, Due Diligence, Mergers, Program Management, Strategic Financial..., Wealth Management, Business Planning, Strategic Planning, Business Strategy, Financial Analysis, Budgets, Management, Renewable Energy, Leadership, Venture Capital, Real Estate, Credit, Alternative Investments, Business Development, Economics, Entrepreneurship, Executive Management, Mergers, Sales, Securities, Trading
Education
Arizona State University
B.S in B.A., Finance & Marketing
Arizona State University, W. P. Carey School of Business
Bachelor of Science in Business, Finance
St. Joseph's College (IN)
Uhlmann Price Securities, LLC September 2013 - Present
Larry Doody, Independent Contractor August 2010 - Present
Investment Advisory Firm in Chicagoland Area November 2010 - September 2013
Renovate America July 2009 - August 2012
Illinois Medical District Commission August 2007 - July 2011
Wayne Hummer Wealth Management June 2001 - August 2008
City of Chicago June 2006 - February 2007
First Union Securities September 1994 - June 2001
Skills
PACE Financing, Finance, Asset Managment, Investments, Financial Modeling, Start-ups, Portfolio Management, Government, Analysis, Risk Management, Strategy, Asset Management, Investment Banking, Private Equity, Valuation, Equities, Capital Markets, Financial Services, Commercial Real Estate, Negotiation, Corporate Finance, Due Diligence, Mergers, Program Management, Strategic Financial..., Wealth Management, Business Planning, Strategic Planning, Business Strategy, Financial Analysis, Budgets, Management, Renewable Energy, Leadership, Venture Capital, Real Estate, Credit, Alternative Investments, Business Development, Economics, Entrepreneurship, Executive Management, Mergers, Sales, Securities, Trading
Education
Arizona State University
B.S in B.A., Finance & Marketing
Arizona State University, W. P. Carey School of Business
Bachelor of Science in Business, Finance
St. Joseph's College (IN)
Jordan Smyth Jordan Smyth's First Union Securities Experience 1999 - 2000
Job Managing Director at Edgemoor Investment Advisors, Inc.
Industry Investment Management
Experience
Edgemoor Investment Advisors 2003 - Present
Wachovia Securities, LLC 2000 - 2003
First Union Securities 1999 - 2000
Bowles Hollowell Conner & Co. 1996 - 1998
BP Amoco 1993 - 1995
Lazard Freres & Co. 1988 - 1990
Skills
Investments, Mergers, Fundraising, Valuation, Business Development, Financial Modeling, Strategy, Strategic Planning, Entrepreneurship, Portfolio Management, Non-profits
Education
Harvard Business School 1991 — 1993
MBA
University of North Carolina at Chapel Hill 1984 — 1988
BA, English
Phillips Academy 1981 — 1984
Edgemoor Investment Advisors 2003 - Present
Wachovia Securities, LLC 2000 - 2003
First Union Securities 1999 - 2000
Bowles Hollowell Conner & Co. 1996 - 1998
BP Amoco 1993 - 1995
Lazard Freres & Co. 1988 - 1990
Skills
Investments, Mergers, Fundraising, Valuation, Business Development, Financial Modeling, Strategy, Strategic Planning, Entrepreneurship, Portfolio Management, Non-profits
Education
Harvard Business School 1991 — 1993
MBA
University of North Carolina at Chapel Hill 1984 — 1988
BA, English
Phillips Academy 1981 — 1984
Howard Deskin Howard Deskin's First Union Securities Experience January 1992 - January 1998
Job CEO & Internet Marketing Manager
Industry Internet
Experience
Impression Marketing April 2009 - Present
Business Services Group January 2007 - March 2009
Wachovia Securities, LLC 2006 - 2009
Wachovia Securities February 2004 - January 2007
Wachovia Securities January 1998 - January 2004
First Union Securities January 1992 - January 1998
First Union Securities January 1990 - January 1992
Wheat First Securities January 1988 - January 1990
Wheat First Securities January 1986 - January 1988
CRANE COMPANY January 1984 - January 1986
Skills
Program Management, Business Analysis, Financial Analysis, Strategy, Business Process..., Accounting, Internet Strategy, Marketing Strategy, Leadership, Small Business, E-commerce, Financial Services, Project Management, SEM, Sales, Business Process, Auditing, Mergers & Acquisitions, Regulations, Management, Mergers, Analysis, Analytics, Six Sigma, Marketing, Account Reconciliation, Web Analytics, Finance, Process Automation, Web Strategy, Google Analytics, SEO, Team Management, Employee Benefits, PPC, Social Media, Payroll, Internet Services, Securities, Mutual Funds, Strategic Planning, Budgets, Control Theory, MS Project, Project Planning, Web Design, Process Improvement, Website Development, Real Estate, Email Marketing
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 2001 — 2006
MBA, Business
LIU Post 1977 — 1981
B.S., Accounting
Impression Marketing April 2009 - Present
Business Services Group January 2007 - March 2009
Wachovia Securities, LLC 2006 - 2009
Wachovia Securities February 2004 - January 2007
Wachovia Securities January 1998 - January 2004
First Union Securities January 1992 - January 1998
First Union Securities January 1990 - January 1992
Wheat First Securities January 1988 - January 1990
Wheat First Securities January 1986 - January 1988
CRANE COMPANY January 1984 - January 1986
Skills
Program Management, Business Analysis, Financial Analysis, Strategy, Business Process..., Accounting, Internet Strategy, Marketing Strategy, Leadership, Small Business, E-commerce, Financial Services, Project Management, SEM, Sales, Business Process, Auditing, Mergers & Acquisitions, Regulations, Management, Mergers, Analysis, Analytics, Six Sigma, Marketing, Account Reconciliation, Web Analytics, Finance, Process Automation, Web Strategy, Google Analytics, SEO, Team Management, Employee Benefits, PPC, Social Media, Payroll, Internet Services, Securities, Mutual Funds, Strategic Planning, Budgets, Control Theory, MS Project, Project Planning, Web Design, Process Improvement, Website Development, Real Estate, Email Marketing
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 2001 — 2006
MBA, Business
LIU Post 1977 — 1981
B.S., Accounting
Randy Hicks's First Union Securities Experience January 1999 - January 2000
Job Teacher at Fulton County Public Schools
Industry Education Management
Experience
Delta Air Lines 2011 - Present
Fulton County Public Schools January 2007 - Present
Wheego Electric Cars, Inc. May 2010 - August 2010
Brinker Capital October 2004 - March 2006
JP Morgan Asset Management September 2000 - June 2002
JP Morgan Chase, Cash Management January 2000 - January 2002
CHB Investment Group May 1999 - May 2000
CHB Investment Group January 1999 - January 2000
First Union Securities January 1999 - January 2000
Skills
Investments, Training, Business Development
Education
Reinhardt University 2010 — 2011
Masters, Education
The College of New Jersey 1997 — 2000
Finance
Virginia State University 1995 — 1997
Reinhardt University
Master of Arts, Teaching
Delta Air Lines 2011 - Present
Fulton County Public Schools January 2007 - Present
Wheego Electric Cars, Inc. May 2010 - August 2010
Brinker Capital October 2004 - March 2006
JP Morgan Asset Management September 2000 - June 2002
JP Morgan Chase, Cash Management January 2000 - January 2002
CHB Investment Group May 1999 - May 2000
CHB Investment Group January 1999 - January 2000
First Union Securities January 1999 - January 2000
Skills
Investments, Training, Business Development
Education
Reinhardt University 2010 — 2011
Masters, Education
The College of New Jersey 1997 — 2000
Finance
Virginia State University 1995 — 1997
Reinhardt University
Master of Arts, Teaching
Chad Schollaert Chad Schollaert's First Union Securities Experience March 1999 - February 2001
Job Vice President Retirement Plan Services at The Trust Company
Industry Financial Services
Experience
The Trust Company February 2002 - Present
First Union Securities March 1999 - February 2001
SunTrust Bank March 1999 - March 2000
Skills
Retirement Plan..., Trust Services, Retirement Planning, Estate Planning, Wealth Management..., Estate Administration, Special Needs Trusts, 401k, Wealth Management, Retirement, Portfolio Management, Pensions, Asset Allocation, Qualified Retirement..., Defined Contribution, IRAs, Personal Financial..., Investment Management, Insurance, Series 7, Strategic Financial..., Financial Planning, Investments
Education
Lee University 1995 — 1998
B.S., Business Administration
The Trust Company February 2002 - Present
First Union Securities March 1999 - February 2001
SunTrust Bank March 1999 - March 2000
Skills
Retirement Plan..., Trust Services, Retirement Planning, Estate Planning, Wealth Management..., Estate Administration, Special Needs Trusts, 401k, Wealth Management, Retirement, Portfolio Management, Pensions, Asset Allocation, Qualified Retirement..., Defined Contribution, IRAs, Personal Financial..., Investment Management, Insurance, Series 7, Strategic Financial..., Financial Planning, Investments
Education
Lee University 1995 — 1998
B.S., Business Administration
Brian Schroeder Brian Schroeder's First Union Securities Experience 1999 - 2001
Job Director at UBS Financial Services
Industry Financial Services
Experience
UBS March 2008 - Present
Morgan Stanley Smith Barney 2006 - 2008
Meg Green and Associates 2003 - 2006
Morgan Stanley Smith Barney 2001 - 2003
First Union Securities 1999 - 2001
Skills
Wealth Management, Strategic Financial..., Series 7, Training, Coaching, Retirement Planning, Mutual Funds, Investment Advisory, Technology Training, Productivity Coaching, Financial Planning, Investments, Finance, Series 63, Asset Allocation, Securities, Asset Management, Investment Strategies, Management, Fixed Income
Education
Florida Atlantic University 2003 — 2005
Masters, MBA
University of Central Florida - College of Business Administration 1994 — 1998
Bachelors, Business Administration: Finance Major
UBS March 2008 - Present
Morgan Stanley Smith Barney 2006 - 2008
Meg Green and Associates 2003 - 2006
Morgan Stanley Smith Barney 2001 - 2003
First Union Securities 1999 - 2001
Skills
Wealth Management, Strategic Financial..., Series 7, Training, Coaching, Retirement Planning, Mutual Funds, Investment Advisory, Technology Training, Productivity Coaching, Financial Planning, Investments, Finance, Series 63, Asset Allocation, Securities, Asset Management, Investment Strategies, Management, Fixed Income
Education
Florida Atlantic University 2003 — 2005
Masters, MBA
University of Central Florida - College of Business Administration 1994 — 1998
Bachelors, Business Administration: Finance Major
Eddie Marrero Eddie Marrero's First Union Securities Experience February 1994 - July 2001
Job Area Manager at Frontier Lighting Inc
Industry Sports
Experience
Frontier Lighting Inc October 2013 - Present
ProBound USA May 2011 - Present
ProBound USA Baseball Academy July 2001 - Present
Baltimore Orioles January 2012 - 2013
CASH MAGAZINE INC January 2004 - July 2010
First Union Securities February 1994 - July 2001
Skills
Baseball, Sports, Athletics, Sports Management, Sports Marketing, Football, Sponsorship, Ticket Sales, Professional Sports, Scouting, Athletic Training
Education
Full Sail University 2010 — 2014
Bachelors, Film
Full Sail University 2010 — 2011
BA, Film
Arkansas State University 1983 — 1987
Bachelors of Science, Finance
Frontier Lighting Inc October 2013 - Present
ProBound USA May 2011 - Present
ProBound USA Baseball Academy July 2001 - Present
Baltimore Orioles January 2012 - 2013
CASH MAGAZINE INC January 2004 - July 2010
First Union Securities February 1994 - July 2001
Skills
Baseball, Sports, Athletics, Sports Management, Sports Marketing, Football, Sponsorship, Ticket Sales, Professional Sports, Scouting, Athletic Training
Education
Full Sail University 2010 — 2014
Bachelors, Film
Full Sail University 2010 — 2011
BA, Film
Arkansas State University 1983 — 1987
Bachelors of Science, Finance
Jeremy Beard Jeremy Beard's First Union Securities Experience June 1999 - September 2001
Job Senior Vice President at Starwood Mortgage Capital
Industry Investment Banking
Experience
Deutsche Bank September 2001 - October 2008
First Union Securities June 1999 - September 2001
WMF Group February 1998 - May 1999
First Union Securities September 1994 - February 1998
Donaldson, Lufkin & Jenrette February 1994 - July 1994
Skills
CMBS, Securitization, Structured Finance, Capital Markets, Bonds, Loans, Mortgage, Fixed Income, Structured Products, Finance, Mortgage Lending, Loan Origination, Funding, Commercial Mortgages, Real Estate, CDO, Investment Banking, Asset Management, Financial Structuring, Valuation, Due Diligence
Education
Connecticut College 1989 — 1993
BA, Government
Syracuse University 1991 — 1992
European Government, French
Hunter College High School 1983 — 1989
Deutsche Bank September 2001 - October 2008
First Union Securities June 1999 - September 2001
WMF Group February 1998 - May 1999
First Union Securities September 1994 - February 1998
Donaldson, Lufkin & Jenrette February 1994 - July 1994
Skills
CMBS, Securitization, Structured Finance, Capital Markets, Bonds, Loans, Mortgage, Fixed Income, Structured Products, Finance, Mortgage Lending, Loan Origination, Funding, Commercial Mortgages, Real Estate, CDO, Investment Banking, Asset Management, Financial Structuring, Valuation, Due Diligence
Education
Connecticut College 1989 — 1993
BA, Government
Syracuse University 1991 — 1992
European Government, French
Hunter College High School 1983 — 1989
Bob Redpath's First Union Securities Experience March 1997 - August 2000
Job Business Analyst/Project Manager at Ecteon, Inc.
Industry Information Technology and Services
Experience
Ecteon, Inc. November 2011 - Present
JenningsRedpath Design, Development, & Consulting March 2011 - November 2011
Mental Health America September 2009 - March 2011
Mental Health America August 2000 - September 2009
First Union Securities March 1997 - August 2000
Tucker Anthony, Inc January 1995 - January 1997
GE Information Services January 1994 - January 1995
Skills
HTML, CSS, MySQL, PHP, CMS, Strategic Planning, Project Management, SEO, jQuery, Program Management, Database Administration, Web Design, Fundraising, Program Development, Software Development, Web Applications
Education
Clark University 1987 — 1991
Bachelor of Arts, Philosophy and Geography
Ecteon, Inc. November 2011 - Present
JenningsRedpath Design, Development, & Consulting March 2011 - November 2011
Mental Health America September 2009 - March 2011
Mental Health America August 2000 - September 2009
First Union Securities March 1997 - August 2000
Tucker Anthony, Inc January 1995 - January 1997
GE Information Services January 1994 - January 1995
Skills
HTML, CSS, MySQL, PHP, CMS, Strategic Planning, Project Management, SEO, jQuery, Program Management, Database Administration, Web Design, Fundraising, Program Development, Software Development, Web Applications
Education
Clark University 1987 — 1991
Bachelor of Arts, Philosophy and Geography
Jason Hild Jason Hild's First Union Securities Experience June 2001 - April 2002
Job Chief Executive Officer at SmithCooper International
Industry Wholesale
Experience
Smith-Cooper International 2015 - Present
Davidson College January 2003 - Present
Smith-Cooper International December 2013 - March 2015
Dominus Capital October 2010 - December 2013
Taishin International Bank June 2009 - August 2009
Bruckmann, Rosser, Sherrill & Co. July 2006 - July 2008
Roadrunner Transportation Services September 2005 - July 2006
Thayer Capital Partners August 2004 - July 2006
Edgeview Partners April 2002 - July 2004
First Union Securities June 2001 - April 2002
Skills
Business Strategy, Strategic Planning, Business Development, Entrepreneurship, Start-ups, Fundraising, Private Equity, Financial Modeling, Mergers, Investments, Due Diligence, Valuation, Negotiation, Corporate Finance, Financial Analysis, Financial Accounting, Accounting, Investment Banking, Mergers & Acquisitions, Finance
Education
Stanford University Graduate School of Business 2008 — 2010
MBA, Business Administration
Davidson College 1997 — 2001
Bachelor of Arts (Cum Laude), Economics and Spanish
Smith-Cooper International 2015 - Present
Davidson College January 2003 - Present
Smith-Cooper International December 2013 - March 2015
Dominus Capital October 2010 - December 2013
Taishin International Bank June 2009 - August 2009
Bruckmann, Rosser, Sherrill & Co. July 2006 - July 2008
Roadrunner Transportation Services September 2005 - July 2006
Thayer Capital Partners August 2004 - July 2006
Edgeview Partners April 2002 - July 2004
First Union Securities June 2001 - April 2002
Skills
Business Strategy, Strategic Planning, Business Development, Entrepreneurship, Start-ups, Fundraising, Private Equity, Financial Modeling, Mergers, Investments, Due Diligence, Valuation, Negotiation, Corporate Finance, Financial Analysis, Financial Accounting, Accounting, Investment Banking, Mergers & Acquisitions, Finance
Education
Stanford University Graduate School of Business 2008 — 2010
MBA, Business Administration
Davidson College 1997 — 2001
Bachelor of Arts (Cum Laude), Economics and Spanish
Scott Daugherty, MBA Scott Daugherty, MBA's First Union Securities Experience 1996 - 2000
Job Senior Surveillance Analyst, Risk and Surveillance at Federal Reserve Bank of Richmond
Industry Banking
Experience
Federal Reserve Bank of Richmond January 2015 - Present
Federal Reserve Bank of Richmond August 2009 - December 2014
Altria 2004 - 2009
Capital One, Sallie Mae & Protiviti 2002 - 2004
LandAmerica 2001 - 2001
First Union Securities 1996 - 2000
Freddie Mac 1987 - 1996
SallieMae 1985 - 1987
Skills
Real Estate Market..., Capital Markets, Securities Analysis, Financial Analysis, Financial Modeling, Finance, Risk Management, Internal Controls, Financial Risk, Banking, Credit Risk, Project Planning, Analysis, Financial Reporting, Credit, Valuation, Leadership, Management, Mergers, Contract Management, Product Development
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 1990 — 1994
MBA, Investments, Finance
Virginia Polytechnic Institute and State University 1982 — 1985
BS, Finance & Management
Lynchburg College 1979 — 1981
Engineering
Brookville High School 1975 — 1979
Federal Reserve Bank of Richmond January 2015 - Present
Federal Reserve Bank of Richmond August 2009 - December 2014
Altria 2004 - 2009
Capital One, Sallie Mae & Protiviti 2002 - 2004
LandAmerica 2001 - 2001
First Union Securities 1996 - 2000
Freddie Mac 1987 - 1996
SallieMae 1985 - 1987
Skills
Real Estate Market..., Capital Markets, Securities Analysis, Financial Analysis, Financial Modeling, Finance, Risk Management, Internal Controls, Financial Risk, Banking, Credit Risk, Project Planning, Analysis, Financial Reporting, Credit, Valuation, Leadership, Management, Mergers, Contract Management, Product Development
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 1990 — 1994
MBA, Investments, Finance
Virginia Polytechnic Institute and State University 1982 — 1985
BS, Finance & Management
Lynchburg College 1979 — 1981
Engineering
Brookville High School 1975 — 1979
Tina Quarles Tina Quarles's First Union Securities Experience August 2001 - February 2002
Job Fitness and Nutrition Expert
Industry Health, Wellness and Fitness
Experience
Personal Trainer December 2012 - Present
Little Drops of Heaven Bakery February 2009 - December 2012
Blue Endo February 2010 - August 2010
Self Employed Fitness Model/Actor February 2006 - January 2010
Morgan Stanley Smith Barney September 2003 - June 2005
Wedbush Morgan Securities February 2002 - September 2003
First Union Securities August 2001 - February 2002
Skills
Bakery Owner, Pastry Chef, Financial Analysis, Insurance, Finance, Customer Service, Securities, Bonds, Networking, Training, Cold Calling, Profit, Contract Management, Advertising, Proposal Writing, Funding, Balance, Cpr Certified, Catalogs, Strategic Financial..., Portfolio Management, Sales, Makeup Artistry, Modeling, Fitness Modeling, Social Media Marketing, Analysis, Budgets, Business Development, Business Planning, CPR Certified, Coaching, Customer Satisfaction, Entrepreneurship, Friendly Personality, Investments, Leadership, Management, Marketing, Marketing Strategy, New Business Development, Nutrition, Public Speaking, Social Networking, Start-ups, Strategic Planning, Team Building, Time Management, Wellness
Education
Pacific University 1995 — 1999
Business Marketing, Marketing
Pacific University
BS Business, Marketing
Personal Trainer December 2012 - Present
Little Drops of Heaven Bakery February 2009 - December 2012
Blue Endo February 2010 - August 2010
Self Employed Fitness Model/Actor February 2006 - January 2010
Morgan Stanley Smith Barney September 2003 - June 2005
Wedbush Morgan Securities February 2002 - September 2003
First Union Securities August 2001 - February 2002
Skills
Bakery Owner, Pastry Chef, Financial Analysis, Insurance, Finance, Customer Service, Securities, Bonds, Networking, Training, Cold Calling, Profit, Contract Management, Advertising, Proposal Writing, Funding, Balance, Cpr Certified, Catalogs, Strategic Financial..., Portfolio Management, Sales, Makeup Artistry, Modeling, Fitness Modeling, Social Media Marketing, Analysis, Budgets, Business Development, Business Planning, CPR Certified, Coaching, Customer Satisfaction, Entrepreneurship, Friendly Personality, Investments, Leadership, Management, Marketing, Marketing Strategy, New Business Development, Nutrition, Public Speaking, Social Networking, Start-ups, Strategic Planning, Team Building, Time Management, Wellness
Education
Pacific University 1995 — 1999
Business Marketing, Marketing
Pacific University
BS Business, Marketing
Tripp Taliaferro Tripp Taliaferro's First Union Securities Experience 2001 - 2002
Job Partner at Private Advisors, LLC
Industry Investment Management
Experience
Private Advisors, LLC September 2005 - Present
Quad-C Management, Inc. 2004 - 2005
Wachovia Capital Partners 2002 - 2004
First Union Securities 2001 - 2002
Skills
Private Equity, Hedge Funds, Valuation, Investments, Financial Modeling, Alternative Investments, Investment Banking, Due Diligence, LBO, Asset Managment, Mergers, Portfolio Management, Equities, Financial Analysis, Corporate Finance, Buyouts, Investment Management, Venture Capital, Capital Markets, Capital Raising, Mezzanine, Leveraged Finance, High Yield, Restructuring, Asset Management
Education
UNC Chapel Hill 1997 — 2001
BSBA, Business Administration
Universiteit Maastricht 2000 — 2000
Study Abroad Program for International Business, International Business
Private Advisors, LLC September 2005 - Present
Quad-C Management, Inc. 2004 - 2005
Wachovia Capital Partners 2002 - 2004
First Union Securities 2001 - 2002
Skills
Private Equity, Hedge Funds, Valuation, Investments, Financial Modeling, Alternative Investments, Investment Banking, Due Diligence, LBO, Asset Managment, Mergers, Portfolio Management, Equities, Financial Analysis, Corporate Finance, Buyouts, Investment Management, Venture Capital, Capital Markets, Capital Raising, Mezzanine, Leveraged Finance, High Yield, Restructuring, Asset Management
Education
UNC Chapel Hill 1997 — 2001
BSBA, Business Administration
Universiteit Maastricht 2000 — 2000
Study Abroad Program for International Business, International Business
Dan Teclaw Dan Teclaw's First Union Securities Experience 1999 - 2003
Job Ratings, Research, and Risk Management Professional
Industry Capital Markets
Experience
A.M Best Company 2013 - Present
Standard & Poor's May 2007 - December 2012
Wachovia Securities, LLC 2004 - 2007
First Union Securities 1999 - 2003
First Union Securities 1997 - 1999
First Union National Bank 1995 - 1997
NBD 1993 - 1995
US Navy 1984 - 1991
Skills
Debt Capital Markets, Credit Risk, Counterparty Risk, Loan Structuring, Syndications, Structured Products, Derivatives, Commercial Banking, International Banking..., Corporate Finance, Banking Relationships, Risk Management, Program Management, Project Management, Business Process..., Capital Markets, Credit, Portfolio Management, Financial Risk, Banking, Finance, Loans, Financial Services
Education
United States Naval Academy 1980 — 1984
Bachelor of Science (B.S.), Economics
Penn State University 1991 — 1993
MBA, Finance
A.M Best Company 2013 - Present
Standard & Poor's May 2007 - December 2012
Wachovia Securities, LLC 2004 - 2007
First Union Securities 1999 - 2003
First Union Securities 1997 - 1999
First Union National Bank 1995 - 1997
NBD 1993 - 1995
US Navy 1984 - 1991
Skills
Debt Capital Markets, Credit Risk, Counterparty Risk, Loan Structuring, Syndications, Structured Products, Derivatives, Commercial Banking, International Banking..., Corporate Finance, Banking Relationships, Risk Management, Program Management, Project Management, Business Process..., Capital Markets, Credit, Portfolio Management, Financial Risk, Banking, Finance, Loans, Financial Services
Education
United States Naval Academy 1980 — 1984
Bachelor of Science (B.S.), Economics
Penn State University 1991 — 1993
MBA, Finance
Terrence Brankin Terrence Brankin's First Union Securities Experience May 1998 - July 2001
Job IT Product Manager at Kirkland & Ellis LLP
Industry Law Practice
Experience
Kirkland & Ellis LLP August 2013 - Present
The Northern Trust Company January 2011 - July 2013
The Northern Trust Company June 2007 - December 2010
The Northern Trust Company July 2002 - June 2007
The Northern Trust Company July 2001 - July 2002
First Union Securities May 1998 - July 2001
Skills
Project Management, SQL, Business Analysis, Data Warehousing, Business Requirements, Process Improvement, User Acceptance Testing, PMO, Middle Office, Business Process..., Change Management, Vendor Management, SDLC, Outsourcing, Risk Management, Fixed Income, Access, IT Strategy, Requirements Gathering, Banking, Financial Services, Visio, Business Intelligence, Business Process, Requirements Analysis, Project Portfolio..., Integration, Product Management, Portfolio Management, Consulting, SharePoint, Management
Education
Northern Illinois University
Degree:Bachelor of Arts, Communications Studies; Interpersonal/Public Communication
Kirkland & Ellis LLP August 2013 - Present
The Northern Trust Company January 2011 - July 2013
The Northern Trust Company June 2007 - December 2010
The Northern Trust Company July 2002 - June 2007
The Northern Trust Company July 2001 - July 2002
First Union Securities May 1998 - July 2001
Skills
Project Management, SQL, Business Analysis, Data Warehousing, Business Requirements, Process Improvement, User Acceptance Testing, PMO, Middle Office, Business Process..., Change Management, Vendor Management, SDLC, Outsourcing, Risk Management, Fixed Income, Access, IT Strategy, Requirements Gathering, Banking, Financial Services, Visio, Business Intelligence, Business Process, Requirements Analysis, Project Portfolio..., Integration, Product Management, Portfolio Management, Consulting, SharePoint, Management
Education
Northern Illinois University
Degree:Bachelor of Arts, Communications Studies; Interpersonal/Public Communication
Lucy Jeong-Adler's First Union Securities Experience July 1998 - July 1999
Job
Industry Management Consulting
Experience
Clareo Partners January 2015 - Present
IBM Global Services November 2006 - February 2012
IBM Strategy & Change June 2001 - November 2006
Cunningham Ventures June 2000 - October 2000
First Union Securities July 1998 - July 1999
Prudential Healthcare September 1996 - February 1998
Skills
Strategy, Program Management, CRM, Management Consulting, IT Strategy, Business Intelligence, Business Strategy, Marketing Strategy, Management, Strategic Planning, Start-ups, Consulting, Cross-functional Team..., Analysis, Leadership
Education
The School of the Art Institute of Chicago 2014 — 2015
Master's Degree
The University of Texas at Austin - Red McCombs School of Business 1999 — 2001
Master of Business Administration (M.B.A.)
Northwestern University 1992 — 1996
BS
Clareo Partners January 2015 - Present
IBM Global Services November 2006 - February 2012
IBM Strategy & Change June 2001 - November 2006
Cunningham Ventures June 2000 - October 2000
First Union Securities July 1998 - July 1999
Prudential Healthcare September 1996 - February 1998
Skills
Strategy, Program Management, CRM, Management Consulting, IT Strategy, Business Intelligence, Business Strategy, Marketing Strategy, Management, Strategic Planning, Start-ups, Consulting, Cross-functional Team..., Analysis, Leadership
Education
The School of the Art Institute of Chicago 2014 — 2015
Master's Degree
The University of Texas at Austin - Red McCombs School of Business 1999 — 2001
Master of Business Administration (M.B.A.)
Northwestern University 1992 — 1996
BS
Paul Teasley, ChFC®, CLU®, CASL® RICP's First Union Securities Experience April 1998 - November 2000
Job Agency Field Sales, State Farm
Industry Financial Services
Experience
State Farm Insurance April 2004 - Present
State Farm Insurance February 2001 - April 2004
First Union Securities April 1998 - November 2000
Skills
Retirement Planning, Fixed Annuities, Life Insurance, Disability Insurance, Term Life Insurance, Long-term Care, Strategic Financial..., Whole Life, IRAs, 401k, Universal Life, Small Business, Retirement, Mutual Funds, Long Term Care Insurance, Health Insurance, Financial Services, Series 6, Variable Annuities, Series 63, Buy-sell Agreements, Key Person Insurance, Deferred Compensation, Financial Planners, Permanent Life Insurance, Consultative Selling, Client Relationship..., Training & Development, Education Planning, Annuities, Long Term Care, Business Retirement..., Business Continuation..., Financial Planning, Estate Planning
Education
The American College 2005 — 2014
ChFC, CLU, CASL, RICP, Financial Services
The University of Memphis 1985 — 1987
MBA, Management
University of Surrey 1978 — 1979
MSc, Biomechanics
Catawba College 1975 — 1978
BA, Biology
State Farm Insurance April 2004 - Present
State Farm Insurance February 2001 - April 2004
First Union Securities April 1998 - November 2000
Skills
Retirement Planning, Fixed Annuities, Life Insurance, Disability Insurance, Term Life Insurance, Long-term Care, Strategic Financial..., Whole Life, IRAs, 401k, Universal Life, Small Business, Retirement, Mutual Funds, Long Term Care Insurance, Health Insurance, Financial Services, Series 6, Variable Annuities, Series 63, Buy-sell Agreements, Key Person Insurance, Deferred Compensation, Financial Planners, Permanent Life Insurance, Consultative Selling, Client Relationship..., Training & Development, Education Planning, Annuities, Long Term Care, Business Retirement..., Business Continuation..., Financial Planning, Estate Planning
Education
The American College 2005 — 2014
ChFC, CLU, CASL, RICP, Financial Services
The University of Memphis 1985 — 1987
MBA, Management
University of Surrey 1978 — 1979
MSc, Biomechanics
Catawba College 1975 — 1978
BA, Biology
Patrick M. Evans's First Union Securities Experience May 1996 - July 2000
Job Senior Vice President Wealth Management, WTC Investment Group at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. July 2000 - Present
First Union Securities May 1996 - July 2000
US Naval Reserve November 1987 - November 1995
Botta Trading 1993 - 1995
AIESEC-LSU 1990 - 1992
Education
Louisiana State University and Agricultural and Mechanical College 1989 — 1993
BS, International Trade and Finance
LV Berkner High School 1986 — 1988
UBS Financial Services, Inc. July 2000 - Present
First Union Securities May 1996 - July 2000
US Naval Reserve November 1987 - November 1995
Botta Trading 1993 - 1995
AIESEC-LSU 1990 - 1992
Education
Louisiana State University and Agricultural and Mechanical College 1989 — 1993
BS, International Trade and Finance
LV Berkner High School 1986 — 1988
John Finnerty John Finnerty's First Union Securities Experience February 2001 - April 2002
Job Oppenheimer & Co.
Industry Financial Services
Experience
Oppenheimer & Co. October 2007 - December 2010
A.G. Edwards & Sons, Inc. February 2002 - October 2007
First Union Securities February 2001 - April 2002
Education
James Madison University 1984 — 1988
B.S, Polical Science, International Relations
Oppenheimer & Co. October 2007 - December 2010
A.G. Edwards & Sons, Inc. February 2002 - October 2007
First Union Securities February 2001 - April 2002
Education
James Madison University 1984 — 1988
B.S, Polical Science, International Relations
Jim Eller Jim Eller's First Union Securities Experience June 1996 - May 2000
Job Senior Vice President, Investments at Raymond James
Industry Investment Management
Experience
Raymond James June 2011 - Present
Max McGraw Wildlife Foundation 2012 - 2013
Howe Barnes Hoefer & Arnett, A Subsidiary of Raymond James June 2000 - June 2011
First Union Securities June 1996 - May 2000
Principal Financial Group March 1992 - June 1996
Education
Illinois State University
Bachelors, Finance
Raymond James June 2011 - Present
Max McGraw Wildlife Foundation 2012 - 2013
Howe Barnes Hoefer & Arnett, A Subsidiary of Raymond James June 2000 - June 2011
First Union Securities June 1996 - May 2000
Principal Financial Group March 1992 - June 1996
Education
Illinois State University
Bachelors, Finance
Paul Rockwell CEC, CFS's First Union Securities Experience April 1998 - May 2000
Job Executive R&D Chef at Diversified Foods & Seasonings, Inc.
Industry Food & Beverages
Experience
Diversified Foods & Seasonings, Inc. April 2011 - Present
Reed Food Technology / Tastemaker Foods May 2010 - April 2011
ESPN Zone April 2007 - October 2009
Maison Lacour January 2001 - December 2006
First Union Securities April 1998 - May 2000
Skills
Food, Food Safety, HACCP, Food Technology, Food Industry, Ingredients, Restaurant Management, Food & Beverage, R&D, Culinary Skills, Food Processing, Food Science, Sauces, Product Development, Frozen Food, Menu Development, Flavors, Banquets, Restaurants, Chef, Food Service, Recipes, Food Manufacturing
Education
The University of Georgia 2009 — 2011
Master's degree, Food Science & Technology
Greensboro College 1993 — 1996
BS, Business Administration & Economics
Diversified Foods & Seasonings, Inc. April 2011 - Present
Reed Food Technology / Tastemaker Foods May 2010 - April 2011
ESPN Zone April 2007 - October 2009
Maison Lacour January 2001 - December 2006
First Union Securities April 1998 - May 2000
Skills
Food, Food Safety, HACCP, Food Technology, Food Industry, Ingredients, Restaurant Management, Food & Beverage, R&D, Culinary Skills, Food Processing, Food Science, Sauces, Product Development, Frozen Food, Menu Development, Flavors, Banquets, Restaurants, Chef, Food Service, Recipes, Food Manufacturing
Education
The University of Georgia 2009 — 2011
Master's degree, Food Science & Technology
Greensboro College 1993 — 1996
BS, Business Administration & Economics
Shannon Burgett Shannon Burgett's First Union Securities Experience May 1999 - March 2002
Job Financial Consultant Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2011 - Present
Piedmont Capital Distributors April 2011 - November 2011
Nationwide Insurance May 2010 - April 2011
LPL Financial April 2009 - May 2010
Allianz Life January 2008 - March 2009
Evergreen Investments November 2005 - January 2008
Evergreen Investments March 2002 - November 2005
First Union Securities May 1999 - March 2002
First Union National Bank October 1998 - May 1999
First Union National Bank September 1997 - October 1998
Skills
Investments, Mutual Funds, Strategy, Financial Services, Strategic Financial..., Insurance, Retirement, Risk Management, Fixed Annuities, Management, Finance, Sales, Equities, Financial Advisory, Banking, Sales Operations, Business Planning, 401k, Marketing Strategy, Estate Planning
Education
Appalachian State University 1993 — 1996
BS, Industrial/Organizational Psychology
Fidelity Investments November 2011 - Present
Piedmont Capital Distributors April 2011 - November 2011
Nationwide Insurance May 2010 - April 2011
LPL Financial April 2009 - May 2010
Allianz Life January 2008 - March 2009
Evergreen Investments November 2005 - January 2008
Evergreen Investments March 2002 - November 2005
First Union Securities May 1999 - March 2002
First Union National Bank October 1998 - May 1999
First Union National Bank September 1997 - October 1998
Skills
Investments, Mutual Funds, Strategy, Financial Services, Strategic Financial..., Insurance, Retirement, Risk Management, Fixed Annuities, Management, Finance, Sales, Equities, Financial Advisory, Banking, Sales Operations, Business Planning, 401k, Marketing Strategy, Estate Planning
Education
Appalachian State University 1993 — 1996
BS, Industrial/Organizational Psychology
Patrick Milligan's First Union Securities Experience May 2000 - February 2002
Job Regional Sales Manager Western USA at PH Tech, Designer and Extruder of PVC Window and Door Profiles
Industry Building Materials
Experience
PH Tech September 2013 - Present
Accent Windows July 1991 - September 2013
First Union Securities May 2000 - February 2002
First Union Securities 2000 - 2002
Wachovia 2000 - 2002
Skills
Leadership, Customer Service, Customer Satisfaction, Building Materials, Residential Homes, Sales Presentations, Trade Shows, Selling, Sales Management, Account Management, Sales, Key Account Management, Contract Negotiation, Negotiation, New Business Development, Budgets
Education
Colorado State University-Global Campus 2013 — 2015
Business, Management, Marketing, and Related Support Services
Metropolitan State University of Denver 1999 — 2001
General Studies
PH Tech September 2013 - Present
Accent Windows July 1991 - September 2013
First Union Securities May 2000 - February 2002
First Union Securities 2000 - 2002
Wachovia 2000 - 2002
Skills
Leadership, Customer Service, Customer Satisfaction, Building Materials, Residential Homes, Sales Presentations, Trade Shows, Selling, Sales Management, Account Management, Sales, Key Account Management, Contract Negotiation, Negotiation, New Business Development, Budgets
Education
Colorado State University-Global Campus 2013 — 2015
Business, Management, Marketing, and Related Support Services
Metropolitan State University of Denver 1999 — 2001
General Studies
Sumayya Ulukan's First Union Securities Experience 2002 - 2003
Job Advisory Services, CEB
Industry Financial Services
Experience
CEB 2012 - Present
Wells Fargo Advisors 2008 - 2012
Wells Fargo Advisors 2005 - 2008
Wachovia Securities Financial Network 2003 - 2005
First Union Securities 2002 - 2003
Skills
Management, Strategy, Strategic Planning, Business Strategy, Investments, Financial Modeling, Financial Services, Management Consulting, Leadership, Program Management
Education
Bethany College
Bachelors, Economics
Georgetown University
Certificate in Financial Planning
The George Washington University - School of Business
MBA, International Business and Finance
CEB 2012 - Present
Wells Fargo Advisors 2008 - 2012
Wells Fargo Advisors 2005 - 2008
Wachovia Securities Financial Network 2003 - 2005
First Union Securities 2002 - 2003
Skills
Management, Strategy, Strategic Planning, Business Strategy, Investments, Financial Modeling, Financial Services, Management Consulting, Leadership, Program Management
Education
Bethany College
Bachelors, Economics
Georgetown University
Certificate in Financial Planning
The George Washington University - School of Business
MBA, International Business and Finance
Mark Doehla's First Union Securities Experience 1996 - 2000
Job Vice President Corporate Bonds & Derivatives at Sentinel Investments
Industry Investment Management
Experience
Sentinel Investments 2008 - Present
Allianz of America, Inc. 2005 - 2008
UBS Investment Bank 2000 - 2005
First Union Securities 1996 - 2000
Skills
Asset Management, Credit Analysis, Equity Research, Investments, Financial Analysis, Trading, Portfolio Management, Mutual Funds, Bonds, Credit, Equities, High Yield, Securities, Valuation, Capital Markets, Investment Strategies, Financial Modeling, Investment Management, Financial Services, Financial Reporting, Buy-side, Equity Valuation, Sell Side, Alternative Investments, Fixed Income
Education
The College of William and Mary - The Mason School of Business 1997 — 1999
Master of Business Administration (M.B.A.), Finance
Hamilton College 1989 — 1993
Bachelor of Arts (B.A.), Economics
New Canaan High School 1985 — 1989
Sentinel Investments 2008 - Present
Allianz of America, Inc. 2005 - 2008
UBS Investment Bank 2000 - 2005
First Union Securities 1996 - 2000
Skills
Asset Management, Credit Analysis, Equity Research, Investments, Financial Analysis, Trading, Portfolio Management, Mutual Funds, Bonds, Credit, Equities, High Yield, Securities, Valuation, Capital Markets, Investment Strategies, Financial Modeling, Investment Management, Financial Services, Financial Reporting, Buy-side, Equity Valuation, Sell Side, Alternative Investments, Fixed Income
Education
The College of William and Mary - The Mason School of Business 1997 — 1999
Master of Business Administration (M.B.A.), Finance
Hamilton College 1989 — 1993
Bachelor of Arts (B.A.), Economics
New Canaan High School 1985 — 1989
Raymond Chandonnet's First Union Securities Experience April 1997 - December 2000
Job Principal/Founder: Second Act Capital Partners
Industry Banking
Experience
Second Act Capital Partners May 2015 - Present
R Chandonnet LLC April 2014 - Present
Harvest Restaurant Group April 2014 - October 2014
Sandler O'Neill & Partners June 2007 - April 2014
JPMorgan May 2005 - April 2007
Lehman Brothers January 2001 - April 2005
First Union Securities April 1997 - December 2000
Federal Home Loan Bank of Boston December 1992 - April 1997
Malden Trust Company October 1986 - March 1991
Skills
Capital Markets, Fixed Income, Fixed Income Portfolio..., Interest Rate..., Interest Rate Risk..., Financial Markets, Investment Banking, Risk Management, ALM, Mergers & Acquisitions, Financial Risk, Banking, Portfolio Management, Trading, Strategy, Financial Modeling, Investments, Bonds, Finance, Funding, Financial Institutions, Derivatives, Structured Products, Financial Structuring, Valuation, Bloomberg, Structured Finance, Securities, Securitization, Equities
Education
Bentley Graduate School of Business 1990 — 1996
MS, Finance
Merrimack College 1983 — 1987
BS, Computer Science
Bishop Guertin HS 1979 — 1983
High School
Second Act Capital Partners May 2015 - Present
R Chandonnet LLC April 2014 - Present
Harvest Restaurant Group April 2014 - October 2014
Sandler O'Neill & Partners June 2007 - April 2014
JPMorgan May 2005 - April 2007
Lehman Brothers January 2001 - April 2005
First Union Securities April 1997 - December 2000
Federal Home Loan Bank of Boston December 1992 - April 1997
Malden Trust Company October 1986 - March 1991
Skills
Capital Markets, Fixed Income, Fixed Income Portfolio..., Interest Rate..., Interest Rate Risk..., Financial Markets, Investment Banking, Risk Management, ALM, Mergers & Acquisitions, Financial Risk, Banking, Portfolio Management, Trading, Strategy, Financial Modeling, Investments, Bonds, Finance, Funding, Financial Institutions, Derivatives, Structured Products, Financial Structuring, Valuation, Bloomberg, Structured Finance, Securities, Securitization, Equities
Education
Bentley Graduate School of Business 1990 — 1996
MS, Finance
Merrimack College 1983 — 1987
BS, Computer Science
Bishop Guertin HS 1979 — 1983
High School
Constance Gore Constance Gore's First Union Securities Experience August 2000 - May 2001
Job Auto Claims Supervisor at Georgia Farm Bureau
Industry Insurance
Experience
Georgia Farm Bureau May 2013 - Present
Georgia Farm Bureau April 2010 - May 2013
Grange Insurance September 2005 - April 2010
Grange Insurance January 2002 - September 2005
Grange Insurance June 2001 - January 2002
First Union Securities August 2000 - May 2001
Skills
Insurance, Property & Casualty..., Property, Commercial Insurance, Liability, General Insurance, Claim, Casualty Insurance, Legal Liability, Claims Management, Underwriting, Microsoft Excel, Umbrella Insurance, Workers Compensation
Education
Auburn University at Montgomery 1999 — 2001
Bachelor of Business Administration (BBA), Accounting and Finance
Georgia Farm Bureau May 2013 - Present
Georgia Farm Bureau April 2010 - May 2013
Grange Insurance September 2005 - April 2010
Grange Insurance January 2002 - September 2005
Grange Insurance June 2001 - January 2002
First Union Securities August 2000 - May 2001
Skills
Insurance, Property & Casualty..., Property, Commercial Insurance, Liability, General Insurance, Claim, Casualty Insurance, Legal Liability, Claims Management, Underwriting, Microsoft Excel, Umbrella Insurance, Workers Compensation
Education
Auburn University at Montgomery 1999 — 2001
Bachelor of Business Administration (BBA), Accounting and Finance
Vanessa D. Aliaga's First Union Securities Experience January 1995 - October 2000
Job MSCI
Industry Investment Banking
Experience
MSCI Inc. April 2013 - Present
Robert Half International March 2011 - March 2013
Robert Half International March 2010 - March 2012
Howard D. Greditor, Inc. (Hedge Fund), Air Brook Limousine, and The WATS Room, Inc. January 2005 - March 2011
Lehman Brothers October 2000 - July 2004
First Union Securities January 1995 - October 2000
Everen Securities July 1990 - January 1995
Skills
Equity Trading, Brokerage, Back Office, Expenses, Microsoft Word, Microsoft Office, Microsoft Excel, CRM, Translation, P&L Responsibility, Travel Arrangements, Human Resources, Management, Sales, Customer Service, Leadership
Education
John Jay College of Criminal Justice 2000 — 2004
Criminal Justice, Criminal Justice/Law Enforcement Administration
William Cullen Bryant
MSCI Inc. April 2013 - Present
Robert Half International March 2011 - March 2013
Robert Half International March 2010 - March 2012
Howard D. Greditor, Inc. (Hedge Fund), Air Brook Limousine, and The WATS Room, Inc. January 2005 - March 2011
Lehman Brothers October 2000 - July 2004
First Union Securities January 1995 - October 2000
Everen Securities July 1990 - January 1995
Skills
Equity Trading, Brokerage, Back Office, Expenses, Microsoft Word, Microsoft Office, Microsoft Excel, CRM, Translation, P&L Responsibility, Travel Arrangements, Human Resources, Management, Sales, Customer Service, Leadership
Education
John Jay College of Criminal Justice 2000 — 2004
Criminal Justice, Criminal Justice/Law Enforcement Administration
William Cullen Bryant
Jennifer Flynn Jennifer Flynn's First Union Securities Experience December 1998 - September 2003
Job Customer Strategy and Deposit Products Executive Ally Bank
Industry Banking
Experience
Ally Financial Inc. February 2014 - Present
Ally Bank January 2011 - February 2014
Wells Fargo September 2009 - January 2011
Wachovia July 2007 - September 2009
Bank of America May 2005 - July 2007
Wachovia Bank October 2003 - May 2005
First Union Securities December 1998 - September 2003
Skills
Business Analysis, Business Process..., Process Improvement, Business Strategy, Business Planning, Data Analysis, Requirements Analysis, Strategic Communications, Executive Presentations, Technical Analysis, Process Excellence, Business Partner Support, Executive Reporting, Strategy, Analysis, Analytics, Competitive Analysis, Program Management, Risk Management, Banking, Vendor Management, Project Management, Leadership, Management, Cross-functional Team..., Financial Services
Education
Pfeiffer University 2001 — 2003
MBA, Graduate School of Business
University of North Carolina at Charlotte - Belk College of Business 1995 — 1998
Bachelor of Science - Business Adminstration
Ally Financial Inc. February 2014 - Present
Ally Bank January 2011 - February 2014
Wells Fargo September 2009 - January 2011
Wachovia July 2007 - September 2009
Bank of America May 2005 - July 2007
Wachovia Bank October 2003 - May 2005
First Union Securities December 1998 - September 2003
Skills
Business Analysis, Business Process..., Process Improvement, Business Strategy, Business Planning, Data Analysis, Requirements Analysis, Strategic Communications, Executive Presentations, Technical Analysis, Process Excellence, Business Partner Support, Executive Reporting, Strategy, Analysis, Analytics, Competitive Analysis, Program Management, Risk Management, Banking, Vendor Management, Project Management, Leadership, Management, Cross-functional Team..., Financial Services
Education
Pfeiffer University 2001 — 2003
MBA, Graduate School of Business
University of North Carolina at Charlotte - Belk College of Business 1995 — 1998
Bachelor of Science - Business Adminstration
John Heil John Heil's First Union Securities Experience 1997 - 2002
Job President, Retirement Planning & Wealth Management at Market Capital Management, Inc.
Industry Financial Services
Experience
Market Capital Management, Inc. May 1987 - Present
MCM Financial Services, Inc. February 2011 - Present
First Union Securities 1997 - 2002
Prudential Securities 1992 - 1997
E.F. Hutton 1987 - 1992
Skills
Retirement Planning, Income Protection, Investments, Wealth Management, Financial Advisory, Financial Planning, Financial Analysis, Financial Advice, Portfolio Management, Certified Divorce..., Mutual Funds, 401k, Retirement, Asset Allocation, Asset Management, Estate Planning, Stocks, Equities, IRA's, Bonds, Mortgage Services, Mortgage Lending, Refinance, Residential Mortgages, Real Estate, Loan Origination
Education
San Diego State University-California State University 1983 — 1986
Bachelor of Science, Economics
Ashford University 2010 — 2012
MBA, Specialization in Finance
State of California 2012 — 2016
Real Estate Broker License, Real Estate
State of California 2012 — 2016
Real Estate Officer License, Real Estate
Market Capital Management, Inc. May 1987 - Present
MCM Financial Services, Inc. February 2011 - Present
First Union Securities 1997 - 2002
Prudential Securities 1992 - 1997
E.F. Hutton 1987 - 1992
Skills
Retirement Planning, Income Protection, Investments, Wealth Management, Financial Advisory, Financial Planning, Financial Analysis, Financial Advice, Portfolio Management, Certified Divorce..., Mutual Funds, 401k, Retirement, Asset Allocation, Asset Management, Estate Planning, Stocks, Equities, IRA's, Bonds, Mortgage Services, Mortgage Lending, Refinance, Residential Mortgages, Real Estate, Loan Origination
Education
San Diego State University-California State University 1983 — 1986
Bachelor of Science, Economics
Ashford University 2010 — 2012
MBA, Specialization in Finance
State of California 2012 — 2016
Real Estate Broker License, Real Estate
State of California 2012 — 2016
Real Estate Officer License, Real Estate
Carissa Giordano's First Union Securities Experience March 2000 - May 2001
Job Administrative Assistant at HBKS Wealth Advisors
Industry Financial Services
Experience
HBKS Wealth Advisors February 2015 - Present
Silpada Designs August 2010 - Present
Gymboree Corporation September 2007 - April 2010
Hefren-Tillotson, Inc June 2001 - March 2004
Hefren Tillotson 2001 - 2004
First Union Securities March 2000 - May 2001
Northwest Savings Bank June 1999 - March 2000
Education
Clarion University of Pennsylvania 1995 — 1999
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Clarion University of Pennsylvania 1995 — 1999
Bachelor of Science, Small Business Administration/Management
HBKS Wealth Advisors February 2015 - Present
Silpada Designs August 2010 - Present
Gymboree Corporation September 2007 - April 2010
Hefren-Tillotson, Inc June 2001 - March 2004
Hefren Tillotson 2001 - 2004
First Union Securities March 2000 - May 2001
Northwest Savings Bank June 1999 - March 2000
Education
Clarion University of Pennsylvania 1995 — 1999
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Clarion University of Pennsylvania 1995 — 1999
Bachelor of Science, Small Business Administration/Management
Michael Ealey Michael Ealey's First Union Securities Experience February 2000 - December 2002
Job Financial Advisor at HF Financial
Industry Financial Services
Experience
Personal Strategy Group - HF Financial January 2004 - Present
First Union Securities February 2000 - December 2002
Skills
Retirement, Life Insurance, Insurance, Finance, Retirement Planning, 401k, Wealth Management, Strategic Financial..., Investments, Asset Allocation, Fixed Income, Mutual Funds, Estate Planning, Fixed Annuities, Access, Financial Planners, Disability Insurance, IRAs, Long-term Care, Financial Services
Education
East Carolina University 1994 — 1999
Bachelor of Science (BS), Economics
Personal Strategy Group - HF Financial January 2004 - Present
First Union Securities February 2000 - December 2002
Skills
Retirement, Life Insurance, Insurance, Finance, Retirement Planning, 401k, Wealth Management, Strategic Financial..., Investments, Asset Allocation, Fixed Income, Mutual Funds, Estate Planning, Fixed Annuities, Access, Financial Planners, Disability Insurance, IRAs, Long-term Care, Financial Services
Education
East Carolina University 1994 — 1999
Bachelor of Science (BS), Economics
carla aplin's First Union Securities Experience 1995 - March 2000
Job Senior Registered Client Service Associate with UBS Financial Services Inc
Industry Financial Services
Experience
UBS Financial Services Inc. July 2015 - Present
Morgan Stanley Wealth Management March 2000 - July 2015
Morgan Stanley Wealth Management March 2000 - July 2015
First Union Securities 1995 - March 2000
Skills
I am not allowed to...
Education
Lee College
Business Administration and Management, General
UBS Financial Services Inc. July 2015 - Present
Morgan Stanley Wealth Management March 2000 - July 2015
Morgan Stanley Wealth Management March 2000 - July 2015
First Union Securities 1995 - March 2000
Skills
I am not allowed to...
Education
Lee College
Business Administration and Management, General
Jeana Somers's First Union Securities Experience October 1998 - June 2000
Job Operations Manager at Emigrant Bank
Industry Banking
Experience
Emigrant Bank September 2009 - Present
Life Sciences Capital October 2007 - December 2008
Paramount BioSciences January 2004 - October 2007
Prudential Financial July 2000 - December 2003
First Union Securities October 1998 - June 2000
Merrill Lynch October 1997 - October 1998
Libra Investments August 1993 - October 1997
Skills
Loans, Credit, Banking, Operations Management, Mortgage Lending, Financial Analysis, Underwriting, Portfolio Management, Risk Management, Process Improvement, Customer Service, Project Management, Finance, Commercial Lending, Relationship Management, Corporate Finance, Equities, Private Equity
Education
California State University-Dominguez Hills 1993 — 1997
Bachelor of Science (B.S.), Business Administration, Finance
Emigrant Bank September 2009 - Present
Life Sciences Capital October 2007 - December 2008
Paramount BioSciences January 2004 - October 2007
Prudential Financial July 2000 - December 2003
First Union Securities October 1998 - June 2000
Merrill Lynch October 1997 - October 1998
Libra Investments August 1993 - October 1997
Skills
Loans, Credit, Banking, Operations Management, Mortgage Lending, Financial Analysis, Underwriting, Portfolio Management, Risk Management, Process Improvement, Customer Service, Project Management, Finance, Commercial Lending, Relationship Management, Corporate Finance, Equities, Private Equity
Education
California State University-Dominguez Hills 1993 — 1997
Bachelor of Science (B.S.), Business Administration, Finance
Matthew Stith, CFA's First Union Securities Experience June 1998 - June 2000
Job Manager, Equity Research at Bartlett & Co.
Industry Investment Management
Experience
Bartlett & Co. March 2014 - Present
Bartlett & Co. March 2007 - Present
Fort Washington Investment Advisors June 2000 - March 2007
First Union Securities June 1998 - June 2000
Skills
Equity Research, Portfolio Management, Asset Management, Investments, Financial Modeling, Financial Analysis, Valuation
Education
Wake Forest University - Babcock Graduate School of Management 1996 — 1998
Master of Business Administration (MBA), Finance
Miami University
B.S. Business, Finance
Bartlett & Co. March 2014 - Present
Bartlett & Co. March 2007 - Present
Fort Washington Investment Advisors June 2000 - March 2007
First Union Securities June 1998 - June 2000
Skills
Equity Research, Portfolio Management, Asset Management, Investments, Financial Modeling, Financial Analysis, Valuation
Education
Wake Forest University - Babcock Graduate School of Management 1996 — 1998
Master of Business Administration (MBA), Finance
Miami University
B.S. Business, Finance
Warren Roquemore Warren Roquemore's First Union Securities Experience August 2000 - December 2001
Job Staff Manager at Western & Southern Financial Group |Team Builder | Expert Sales Trainer | Career Agent Developer|
Industry Insurance
Experience
Western & Southern Financial Group January 2015 - Present
Allstate Financial September 2012 - December 2014
Harbor Light Securities, LLC January 2012 - August 2012
Harbor Light Securities, LLC January 2010 - January 2012
Flexible Plan Investments, Ltd. August 2009 - May 2011
JPS Wealth Management January 2002 - August 2009
First Union Securities August 2000 - December 2001
Southern Financial Group May 1997 - August 2000
L G Goldstein and Associates March 1994 - May 1997
Prudential Insurance Company July 1984 - March 1994
Skills
Life Insurance, Estate Planning, Long Term Care Planning, Veterans Benefits, Pesions and Retirement..., Tax Recovery Planning, Cash Flow Management, Budgeting, Wealth Accumulation, Long-term Care, 401k, Small Business, Term Life Insurance
Education
College of Charleston 1979 — 1983
Bachelor of Arts, English
Western & Southern Financial Group January 2015 - Present
Allstate Financial September 2012 - December 2014
Harbor Light Securities, LLC January 2012 - August 2012
Harbor Light Securities, LLC January 2010 - January 2012
Flexible Plan Investments, Ltd. August 2009 - May 2011
JPS Wealth Management January 2002 - August 2009
First Union Securities August 2000 - December 2001
Southern Financial Group May 1997 - August 2000
L G Goldstein and Associates March 1994 - May 1997
Prudential Insurance Company July 1984 - March 1994
Skills
Life Insurance, Estate Planning, Long Term Care Planning, Veterans Benefits, Pesions and Retirement..., Tax Recovery Planning, Cash Flow Management, Budgeting, Wealth Accumulation, Long-term Care, 401k, Small Business, Term Life Insurance
Education
College of Charleston 1979 — 1983
Bachelor of Arts, English
Rodney Carson's First Union Securities Experience 1997 - 2001
Job Chief Executive Officer & President at CCS Medical
Industry Hospitality
Experience
CCS Medical March 2015 - Present
MDLIVE, Inc. April 2011 - February 2015
NationsHealth, Inc. 2005 - 2011
Liberty Medical Supply 2002 - 2004
First Union Securities 1997 - 2001
Banque Nationale De Paris / ABN Amro 1985 - 1997
Peat Marwick Mitchell & Company 1981 - 1984
Skills
Healthcare, Managed Care, Mergers, Strategic Planning, Team Building, Forecasting, Operations Management, Call Center, Product Development, Change Management, Medicaid, Leadership, Business Strategy, New Business Development, Marketing, Process Improvement, Business Planning, CRM, Mergers & Acquisitions, Call Centers, Customer Satisfaction, Start-ups, Integration, Quality Assurance, Vendor Management, Cross-functional Team..., Budgets, Management, Outsourcing, Business Analysis, Executive Management, Contract Negotiation, Insurance, Business Development, Product Management, Program Management, Strategy, Analysis, Business Process..., P&L Management, Sales, Team Leadership, BPO
Education
Indiana University Bloomington 1984 — 1985
MBA, Finance Marketing
Indiana University Bloomington 1977 — 1981
BS Accounting, MBA Finance / Marketing
CCS Medical March 2015 - Present
MDLIVE, Inc. April 2011 - February 2015
NationsHealth, Inc. 2005 - 2011
Liberty Medical Supply 2002 - 2004
First Union Securities 1997 - 2001
Banque Nationale De Paris / ABN Amro 1985 - 1997
Peat Marwick Mitchell & Company 1981 - 1984
Skills
Healthcare, Managed Care, Mergers, Strategic Planning, Team Building, Forecasting, Operations Management, Call Center, Product Development, Change Management, Medicaid, Leadership, Business Strategy, New Business Development, Marketing, Process Improvement, Business Planning, CRM, Mergers & Acquisitions, Call Centers, Customer Satisfaction, Start-ups, Integration, Quality Assurance, Vendor Management, Cross-functional Team..., Budgets, Management, Outsourcing, Business Analysis, Executive Management, Contract Negotiation, Insurance, Business Development, Product Management, Program Management, Strategy, Analysis, Business Process..., P&L Management, Sales, Team Leadership, BPO
Education
Indiana University Bloomington 1984 — 1985
MBA, Finance Marketing
Indiana University Bloomington 1977 — 1981
BS Accounting, MBA Finance / Marketing
Britt Erin Scott Britt Erin Scott's First Union Securities Experience October 1996 - June 1999
Job Project Manager at Oxford University Press
Industry Computer Software
Experience
Oxford University Press October 2014 - Present
Thomson Reuters March 2008 - October 2014
Martha Stewart Living Omnimedia June 2003 - April 2007
Martha Stewart Living Omnimedia March 2000 - December 2002
Martha Stewart Living Omnimedia January 2000 - March 2000
Martha Stewart Living Omnimedia October 1999 - December 1999
Martha Stewart Living Omnimedia June 1999 - September 1999
First Union Securities October 1996 - June 1999
Pennsylvania Renaissance Faire 1995 - 1996
Polo Ralph Lauren 1992 - 1995
Skills
Publishing, Salesforce.com, Books, Microsoft Office, E-commerce, Advertising, Training, Project Management, Magazines, Television, Sales, Forecasting, Analysis, Budgets, Awesomeness
Education
Franklin & Marshall College 1991 — 1996
English and Theatre
John Jay High School - Hopewell Junction 1986 — 1991
Oxford University Press October 2014 - Present
Thomson Reuters March 2008 - October 2014
Martha Stewart Living Omnimedia June 2003 - April 2007
Martha Stewart Living Omnimedia March 2000 - December 2002
Martha Stewart Living Omnimedia January 2000 - March 2000
Martha Stewart Living Omnimedia October 1999 - December 1999
Martha Stewart Living Omnimedia June 1999 - September 1999
First Union Securities October 1996 - June 1999
Pennsylvania Renaissance Faire 1995 - 1996
Polo Ralph Lauren 1992 - 1995
Skills
Publishing, Salesforce.com, Books, Microsoft Office, E-commerce, Advertising, Training, Project Management, Magazines, Television, Sales, Forecasting, Analysis, Budgets, Awesomeness
Education
Franklin & Marshall College 1991 — 1996
English and Theatre
John Jay High School - Hopewell Junction 1986 — 1991
Dawn Horner's First Union Securities Experience March 1998 - September 1999
Job Sr. Customer Service Representative at Chatsworth Products
Industry Information Technology and Services
Experience
Chatsworth Products September 2007 - Present
Woodmen of the World September 1999 - October 2003
First Union Securities March 1998 - September 1999
Skills
Troubleshooting, Software Documentation, Telecommunications, Technical Support, Computer Hardware, Process Improvement, Data Center, Account Management, Active Directory, Access, Vendor Management, Customer Satisfaction
Education
West Craven High School 1989 — 1992
Craven Community College
Chatsworth Products September 2007 - Present
Woodmen of the World September 1999 - October 2003
First Union Securities March 1998 - September 1999
Skills
Troubleshooting, Software Documentation, Telecommunications, Technical Support, Computer Hardware, Process Improvement, Data Center, Account Management, Active Directory, Access, Vendor Management, Customer Satisfaction
Education
West Craven High School 1989 — 1992
Craven Community College
Gene Small Gene Small's First Union Securities Experience August 2000 - December 2001
Job Principal
Industry Law Practice
Experience
Small Calvo Attorneys at Law February 2014 - Present
Gibbons December 2008 - April 2011
Bear Stearns 2006 - 2008
First Union Securities August 2000 - December 2001
Oppenheimer & Company September 1989 - May 1999
Shearson Lehman Brothers January 1987 - September 1989
Bower & Gardner September 1985 - January 1987
Manhattan District Attorney's Office September 1982 - September 1985
Education
New England School of Law
Small Calvo Attorneys at Law February 2014 - Present
Gibbons December 2008 - April 2011
Bear Stearns 2006 - 2008
First Union Securities August 2000 - December 2001
Oppenheimer & Company September 1989 - May 1999
Shearson Lehman Brothers January 1987 - September 1989
Bower & Gardner September 1985 - January 1987
Manhattan District Attorney's Office September 1982 - September 1985
Education
New England School of Law
John Mack Weaver John Mack Weaver's First Union Securities Experience March 2001 - June 2002
Job Branch Manager, PIM Portfolio Manager at Wells Fargo Advisors Financial Network, LLC
Industry Financial Services
Experience
Independently owned practice of Wells Fargo Advisors Financial Network, LLC December 2004 - Present
Wachovia Securities Financial Network June 2002 - December 2004
First Union Securities March 2001 - June 2002
Edward Jones October 1993 - March 2001
Skills
Retirement Planning, Retirement, Investments, Investment Strategies, Portfolio Management, Finance, IRAs, Insurance, Banking, Financial Risk
Education
Harding University 1978 — 1980
Independently owned practice of Wells Fargo Advisors Financial Network, LLC December 2004 - Present
Wachovia Securities Financial Network June 2002 - December 2004
First Union Securities March 2001 - June 2002
Edward Jones October 1993 - March 2001
Skills
Retirement Planning, Retirement, Investments, Investment Strategies, Portfolio Management, Finance, IRAs, Insurance, Banking, Financial Risk
Education
Harding University 1978 — 1980
Jennifer Bavolek Martin Jennifer Bavolek Martin's First Union Securities Experience June 1995 - June 2000
Job Recruiting Coordinator at Spencer Stuart
Industry Staffing and Recruiting
Experience
Spencer Stuart November 2007 - Present
Raymond James & Associates, Inc June 2005 - October 2007
Legg Mason June 2000 - June 2005
First Union Securities June 1995 - June 2000
Equity Office Properties August 1993 - June 1995
Wight & Company May 1991 - August 1993
Skills
Recruiting, Executive Search, Applicant Tracking..., Talent Acquisition
Education
Augustana University (SD) 1987 — 1991
B.A., Business Administration
Spencer Stuart November 2007 - Present
Raymond James & Associates, Inc June 2005 - October 2007
Legg Mason June 2000 - June 2005
First Union Securities June 1995 - June 2000
Equity Office Properties August 1993 - June 1995
Wight & Company May 1991 - August 1993
Skills
Recruiting, Executive Search, Applicant Tracking..., Talent Acquisition
Education
Augustana University (SD) 1987 — 1991
B.A., Business Administration
Anthony Sgaglione Anthony Sgaglione's First Union Securities Experience May 2001 - September 2001
Job Director, RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets March 2010 - Present
HSBC Global Banking and Markets March 2009 - September 2009
HSBC Global Banking and Markets June 2008 - March 2009
HSBC Global Banking and Markets March 2007 - May 2008
HSBC Global Banking and Markets October 2003 - March 2007
JP Morgan Chase May 2002 - October 2003
First Union Securities May 2001 - September 2001
J.P. Morgan May 1999 - August 2000
J.P. Morgan February 1998 - May 1999
U.S. Department of the Treasury October 1992 - February 1998
Skills
Securities, Series 63, Settlement, Capital Markets, Fixed Income, Bloomberg, Equities, Series 7, Derivatives, Investment Banking, Bonds, Hedge Funds, Alternative Investments, Trading, Options, Structured Products, Credit Derivatives, Middle Office, FX Options, Back Office, Structured Finance, Portfolio Management, Emerging Markets, Valuation, Risk Management, Corporate Finance, Financial Structuring, Securitization
Education
Harvard University 2011 — 2012
Professional Development
Columbia University - School of International and Public Affairs 2000 — 2002
MIA, International Finance & Business
Università degli Studi di Firenze 1990 — 1990
Certifica di studi, Italian Language
City University of New York 1985 — 1990
B.A., History
RBC Capital Markets March 2010 - Present
HSBC Global Banking and Markets March 2009 - September 2009
HSBC Global Banking and Markets June 2008 - March 2009
HSBC Global Banking and Markets March 2007 - May 2008
HSBC Global Banking and Markets October 2003 - March 2007
JP Morgan Chase May 2002 - October 2003
First Union Securities May 2001 - September 2001
J.P. Morgan May 1999 - August 2000
J.P. Morgan February 1998 - May 1999
U.S. Department of the Treasury October 1992 - February 1998
Skills
Securities, Series 63, Settlement, Capital Markets, Fixed Income, Bloomberg, Equities, Series 7, Derivatives, Investment Banking, Bonds, Hedge Funds, Alternative Investments, Trading, Options, Structured Products, Credit Derivatives, Middle Office, FX Options, Back Office, Structured Finance, Portfolio Management, Emerging Markets, Valuation, Risk Management, Corporate Finance, Financial Structuring, Securitization
Education
Harvard University 2011 — 2012
Professional Development
Columbia University - School of International and Public Affairs 2000 — 2002
MIA, International Finance & Business
Università degli Studi di Firenze 1990 — 1990
Certifica di studi, Italian Language
City University of New York 1985 — 1990
B.A., History
Jennifer Exposito Jennifer Exposito's First Union Securities Experience September 2000 - March 2001
Job Student at McCann School of Business and Technlogy
Industry Hospital & Health Care
Experience
McCann School of Business and Technlogy June 2013 - Present
St Mary Medical Center August 2006 - December 2009
Woodbo May 2008 - June 2008
GMAC Mortgage August 2001 - June 2007
Washington Mutual April 2001 - August 2001
First Union Securities September 2000 - March 2001
The Money Store February 2000 - August 2000
Skills
Medical Terminology, Phlebotomy, Microsoft Word, Customer Service, Outlook, Healthcare, PowerPoint, Microsoft Excel, Microsoft Office, Hospitals, Data Entry, Vital Signs, Windows, Research, HIPAA, Patient Safety
Education
McCann School of Business and Technology 2013 — 2014
PHLEBOTOMY/VENIPUNCTURE, Phlebotomy Technician/Phlebotomist
Lincoln Technical Institute-Philadelphia 2007 — 2008
Diploma in Medical Assisting, Certified Medical ssistant
McCann School of Business and Technlogy June 2013 - Present
St Mary Medical Center August 2006 - December 2009
Woodbo May 2008 - June 2008
GMAC Mortgage August 2001 - June 2007
Washington Mutual April 2001 - August 2001
First Union Securities September 2000 - March 2001
The Money Store February 2000 - August 2000
Skills
Medical Terminology, Phlebotomy, Microsoft Word, Customer Service, Outlook, Healthcare, PowerPoint, Microsoft Excel, Microsoft Office, Hospitals, Data Entry, Vital Signs, Windows, Research, HIPAA, Patient Safety
Education
McCann School of Business and Technology 2013 — 2014
PHLEBOTOMY/VENIPUNCTURE, Phlebotomy Technician/Phlebotomist
Lincoln Technical Institute-Philadelphia 2007 — 2008
Diploma in Medical Assisting, Certified Medical ssistant
Tom Boast Tom Boast's First Union Securities Experience June 1999 - June 2000
Job at THB Advisory LLC
Industry Financial Services
Experience
THB Advisory LLC March 2011 - Present
First Southwest Company June 2008 - March 2011
THB Advisory LLC March 2008 - June 2008
Citigroup June 2000 - January 2008
First Union Securities June 1999 - June 2000
Bostonia Inc. June 1997 - January 1999
Bear Stearns September 1982 - June 1997
NYS Financial Control Board April 1980 - September 1982
Skills
Project Finance, Municipal Finance, Surface Transport, Economic Development, Hospitality, Municipalities, Public Finance, Finance, Public/private..., Management, Investment Banking, Emerging Markets, Capital Markets, Bonds, Economics, Fixed Income, Financial Structuring, Financial Modeling, Structured Finance, Financial Analysis, Due Diligence, Investments
Education
Cornell University 1973 — 1976
Ph.D, Government and Public Policy
Columbia University - School of International and Public Affairs 1970 — 1972
MIA, International Affairs
Carleton College 1965 — 1969
BA, Government and International Relations
THB Advisory LLC March 2011 - Present
First Southwest Company June 2008 - March 2011
THB Advisory LLC March 2008 - June 2008
Citigroup June 2000 - January 2008
First Union Securities June 1999 - June 2000
Bostonia Inc. June 1997 - January 1999
Bear Stearns September 1982 - June 1997
NYS Financial Control Board April 1980 - September 1982
Skills
Project Finance, Municipal Finance, Surface Transport, Economic Development, Hospitality, Municipalities, Public Finance, Finance, Public/private..., Management, Investment Banking, Emerging Markets, Capital Markets, Bonds, Economics, Fixed Income, Financial Structuring, Financial Modeling, Structured Finance, Financial Analysis, Due Diligence, Investments
Education
Cornell University 1973 — 1976
Ph.D, Government and Public Policy
Columbia University - School of International and Public Affairs 1970 — 1972
MIA, International Affairs
Carleton College 1965 — 1969
BA, Government and International Relations
Dominic Kodysz Dominic Kodysz's First Union Securities Experience August 2001 - October 2003
Job Software Developer & Information Technology Expert
Industry Computer Software
Experience
Deutsche Bank November 2003 - February 2005
First Union Securities August 2001 - October 2003
Bank of America December 1999 - July 2001
Skills
AIX, Linux, Mac, Windows, Windows Server, FreeBSD, Solaris, Unix, Android, Blackberry OS, iOS, Symbian, Windows Mobile, ASM, CISC, RISC, ARM, MIPS, UEFI, C, C++, C#, CGI, COBOL, DirectX, Delphi, Pascal, Perl, Python, OpenGL, CSS, HTML, HTML5, XML, UML, DB2, MySQL, ASP, ASPX, JSP, PHP, Flash, Java, ActionScript, JavaScript, CAD, SolidWorks, Visual Studio, Visual Basic, Microsoft Office
Education
University of California, Irvine 2003 — 2005
BS Computer Science and Engineering, Computer Science, Electrical Engineering, Economics
Cypress College 2001 — 2003
AS Engineering, Math, Science, Engineering, Economics
Deutsche Bank November 2003 - February 2005
First Union Securities August 2001 - October 2003
Bank of America December 1999 - July 2001
Skills
AIX, Linux, Mac, Windows, Windows Server, FreeBSD, Solaris, Unix, Android, Blackberry OS, iOS, Symbian, Windows Mobile, ASM, CISC, RISC, ARM, MIPS, UEFI, C, C++, C#, CGI, COBOL, DirectX, Delphi, Pascal, Perl, Python, OpenGL, CSS, HTML, HTML5, XML, UML, DB2, MySQL, ASP, ASPX, JSP, PHP, Flash, Java, ActionScript, JavaScript, CAD, SolidWorks, Visual Studio, Visual Basic, Microsoft Office
Education
University of California, Irvine 2003 — 2005
BS Computer Science and Engineering, Computer Science, Electrical Engineering, Economics
Cypress College 2001 — 2003
AS Engineering, Math, Science, Engineering, Economics
Amy Vitner Amy Vitner's First Union Securities Experience August 1997 - June 2000
Job Managing Director at First Tryon Securities
Industry Financial Services
Experience
First Tryon Advisors March 2014 - Present
First Southwest Company November 2009 - March 2014
Banc of America Securities June 2000 - June 2008
First Union Securities August 1997 - June 2000
Commerce Capital Markets May 1995 - August 1997
Skills
Public Finance, Bonds, Municipalities, Financial Structuring, Quantitative Analysis, Banking, Analysis, Fixed Income, Capital Markets, Investment Banking, Structured Products, Series 7, Bloomberg, Interest Rate..., Securities, Series 63, Alternative Investments, Structured Finance
Education
Philadelphia University 1991 — 1995
BS, Applied Mathematics
First Tryon Advisors March 2014 - Present
First Southwest Company November 2009 - March 2014
Banc of America Securities June 2000 - June 2008
First Union Securities August 1997 - June 2000
Commerce Capital Markets May 1995 - August 1997
Skills
Public Finance, Bonds, Municipalities, Financial Structuring, Quantitative Analysis, Banking, Analysis, Fixed Income, Capital Markets, Investment Banking, Structured Products, Series 7, Bloomberg, Interest Rate..., Securities, Series 63, Alternative Investments, Structured Finance
Education
Philadelphia University 1991 — 1995
BS, Applied Mathematics
Jeremy Chason Jeremy Chason's First Union Securities Experience June 1997 - February 2000
Job Strategic General Management Professional with extensive Finance and Investing Experience
Industry Environmental Services
Experience
Synagro August 2013 - Present
WJ Global September 2012 - December 2012
Onset Capital Partners, LLC August 2010 - September 2012
Parish Capital Advisors, LLP July 2007 - March 2010
Danaher August 2006 - July 2007
Danaher Corporation July 2005 - August 2006
Planet Water October 2002 - July 2003
BancBoston Capital February 2000 - October 2002
First Union Securities June 1997 - February 2000
Skills
Mergers & Acquisitions, Private Equity, Start-ups, Due Diligence, Leadership, Business Strategy, Venture Capital, Business Development, Investments, Acquisition Integration, Finance, Competitive Analysis, Mergers, Product Management, Cross-functional Team..., Operations Management, Lean Manufacturing, Financial Modeling
Education
Darden Graduate School of Business Administration - UVa 2003 — 2005
MBA
Davidson College 1993 — 1997
BA, Major - Economics; Minor - Spanish
The McCallie School 1990 — 1993
High School, N/A
Synagro August 2013 - Present
WJ Global September 2012 - December 2012
Onset Capital Partners, LLC August 2010 - September 2012
Parish Capital Advisors, LLP July 2007 - March 2010
Danaher August 2006 - July 2007
Danaher Corporation July 2005 - August 2006
Planet Water October 2002 - July 2003
BancBoston Capital February 2000 - October 2002
First Union Securities June 1997 - February 2000
Skills
Mergers & Acquisitions, Private Equity, Start-ups, Due Diligence, Leadership, Business Strategy, Venture Capital, Business Development, Investments, Acquisition Integration, Finance, Competitive Analysis, Mergers, Product Management, Cross-functional Team..., Operations Management, Lean Manufacturing, Financial Modeling
Education
Darden Graduate School of Business Administration - UVa 2003 — 2005
MBA
Davidson College 1993 — 1997
BA, Major - Economics; Minor - Spanish
The McCallie School 1990 — 1993
High School, N/A
Michael Plewik Michael Plewik's First Union Securities Experience January 2001 - January 2001
Job Financial Sales/Service Professional
Industry Financial Services
Experience
Albrige Wealth Reporting April 2014 - Present
Transamerica October 2011 - August 2012
Transamerica Retirement Services October 2011 - August 2012
ExpertPlan November 2010 - October 2011
Merrill Lynch February 2002 - February 2009
Merrill Lynch February 2002 - February 2009
Merrill Lynch Direct February 2002 - June 2002
First Union Securities January 2001 - January 2001
Skills
Retirement Planning, Mutual Funds, Investments, Retirement, Wealth Management, Series 7, CRM, Portfolio Management, Strategy, Strategic Financial..., Insurance, 401k, Management, Training, Finance, ARPC, Series 63, Financial Services
Education
The College of New Jersey 1997 — 2000
Business Administration
Ocean County College 1995 — 1996
Business
Albrige Wealth Reporting April 2014 - Present
Transamerica October 2011 - August 2012
Transamerica Retirement Services October 2011 - August 2012
ExpertPlan November 2010 - October 2011
Merrill Lynch February 2002 - February 2009
Merrill Lynch February 2002 - February 2009
Merrill Lynch Direct February 2002 - June 2002
First Union Securities January 2001 - January 2001
Skills
Retirement Planning, Mutual Funds, Investments, Retirement, Wealth Management, Series 7, CRM, Portfolio Management, Strategy, Strategic Financial..., Insurance, 401k, Management, Training, Finance, ARPC, Series 63, Financial Services
Education
The College of New Jersey 1997 — 2000
Business Administration
Ocean County College 1995 — 1996
Business
Darren Lundy Darren Lundy's First Union Securities Experience October 1996 - April 2001
Job Financial Representative at Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial Network July 2009 - Present
Merrill Lynch March 2007 - March 2009
Nationwide Financial 2001 - 2006
First Union Securities October 1996 - April 2001
Education
Otterbein University 1979 — 1983
Bachelor, Business Administration
Northwestern Mutual Financial Network July 2009 - Present
Merrill Lynch March 2007 - March 2009
Nationwide Financial 2001 - 2006
First Union Securities October 1996 - April 2001
Education
Otterbein University 1979 — 1983
Bachelor, Business Administration
Debra Castro Moore Debra Castro Moore's First Union Securities Experience October 2000 - October 2002
Job Regulatory Compliance Risk Consultant
Industry Financial Services
Experience
Wells Fargo October 2014 - Present
Wells Fargo Bank, NA October 2002 - October 2014
First Union Securities October 2000 - October 2002
New York State Unified Court System July 1997 - June 2000
Kings County District Attorney Office May 1995 - June 1997
Skills
Legal, Fiduciary, Asset Management, Banking, Financial Services, Trust Services, Trust Management, Investments, Corporate Law, Dispute Resolution, Litigation, Powers of Attorney, Conservatorships, Guardianship, Legislative Affairs, Wealth Management, Compliance, Risk Management, Spanish, Courts, Corporate Governance, Fiduciary Services, Legal Research
Education
Benjamin N. Cardozo School of Law, Yeshiva University
JD
City University of New York-John Jay College of Criminal Justice
BA
Wells Fargo October 2014 - Present
Wells Fargo Bank, NA October 2002 - October 2014
First Union Securities October 2000 - October 2002
New York State Unified Court System July 1997 - June 2000
Kings County District Attorney Office May 1995 - June 1997
Skills
Legal, Fiduciary, Asset Management, Banking, Financial Services, Trust Services, Trust Management, Investments, Corporate Law, Dispute Resolution, Litigation, Powers of Attorney, Conservatorships, Guardianship, Legislative Affairs, Wealth Management, Compliance, Risk Management, Spanish, Courts, Corporate Governance, Fiduciary Services, Legal Research
Education
Benjamin N. Cardozo School of Law, Yeshiva University
JD
City University of New York-John Jay College of Criminal Justice
BA
Stephanie Arendt Norris Stephanie Arendt Norris's First Union Securities Experience April 2000 - January 2002
Job Business Process and Project Manager
Industry Financial Services
Experience
ICONMA November 2014 - Present
ICONMA July 2014 - November 2014
ICONMA October 2011 - April 2014
Wells Fargo Advisors July 2005 - September 2011
Wachovia Securities September 2002 - July 2005
Wachovia Securities January 2002 - September 2002
First Union Securities April 2000 - January 2002
EVEREN Securities September 1997 - April 2000
Skills
Business Development, Risk Management, Project Management, Operations Management, Management, Cross-functional Team..., Training, Budgets, Analysis, Integration, Sales, Project Planning, Sales Management, Security, Finance, Investments, Policy, Retail, Vendor Management, Public Speaking, Business Analysis, Process Improvement, Banking, Program Management, Change Management
Education
DePaul University 1994 — 1997
Bachelor of Arts, Communications, Psychology
ICONMA November 2014 - Present
ICONMA July 2014 - November 2014
ICONMA October 2011 - April 2014
Wells Fargo Advisors July 2005 - September 2011
Wachovia Securities September 2002 - July 2005
Wachovia Securities January 2002 - September 2002
First Union Securities April 2000 - January 2002
EVEREN Securities September 1997 - April 2000
Skills
Business Development, Risk Management, Project Management, Operations Management, Management, Cross-functional Team..., Training, Budgets, Analysis, Integration, Sales, Project Planning, Sales Management, Security, Finance, Investments, Policy, Retail, Vendor Management, Public Speaking, Business Analysis, Process Improvement, Banking, Program Management, Change Management
Education
DePaul University 1994 — 1997
Bachelor of Arts, Communications, Psychology
Frank Murphy, CFA Frank Murphy, CFA's First Union Securities Experience 1996 - 2002
Job Managing Partner at Dominion Property Investments
Industry Investment Management
Experience
Dominion Property Investments 2003 - Present
First Union Securities 1996 - 2002
IBM 1995 - 1996
Xerox 1991 - 1995
Dewberry 1988 - 1990
Skills
Chartered Financial..., Financial Analysis, Asset Managment, Real Estate, Equities, Alternative Investments, Portfolio Management, Financial Modeling, Venture Capital, Sales Management, Private Equity, Hedge Funds, Valuation, Due Diligence, Mergers, Business Strategy, Strategic Financial..., Financial Risk, Business Development, Real Estate Development, Real Estate Financing, Direct Sales, Series 7, Series 63, Mergers & Acquisitions, Equity Research, Asset Management
Education
Duke University - The Fuqua School of Business 1993 — 1995
Master of Business Administration (MBA), Finance, General
Virginia Tech 1984 — 1988
Bachelor of Science (BS), Engineering
Dominion Property Investments 2003 - Present
First Union Securities 1996 - 2002
IBM 1995 - 1996
Xerox 1991 - 1995
Dewberry 1988 - 1990
Skills
Chartered Financial..., Financial Analysis, Asset Managment, Real Estate, Equities, Alternative Investments, Portfolio Management, Financial Modeling, Venture Capital, Sales Management, Private Equity, Hedge Funds, Valuation, Due Diligence, Mergers, Business Strategy, Strategic Financial..., Financial Risk, Business Development, Real Estate Development, Real Estate Financing, Direct Sales, Series 7, Series 63, Mergers & Acquisitions, Equity Research, Asset Management
Education
Duke University - The Fuqua School of Business 1993 — 1995
Master of Business Administration (MBA), Finance, General
Virginia Tech 1984 — 1988
Bachelor of Science (BS), Engineering
Andy Boswell Andy Boswell's First Union Securities Experience June 1998 - June 2000
Job Principal at Blue Sea Capital LLC
Industry Venture Capital & Private Equity
Experience
Blue Sea Capital LLC September 2013 - Present
H.I.G. Capital April 2013 - September 2013
Brockway Moran & Partners July 2007 - April 2013
Quad-C Management, Inc. September 2000 - June 2005
First Union Securities June 1998 - June 2000
Skills
Private Equity, Valuation, LBO, Investment Banking, Due Diligence, Venture Capital, Financial Modeling, Mergers, Corporate Development, Corporate Finance, Buyouts, Investments
Education
The University of Chicago - Booth School of Business 2005 — 2007
MBA
Davidson College 1994 — 1998
Bachelor of Arts
Blue Sea Capital LLC September 2013 - Present
H.I.G. Capital April 2013 - September 2013
Brockway Moran & Partners July 2007 - April 2013
Quad-C Management, Inc. September 2000 - June 2005
First Union Securities June 1998 - June 2000
Skills
Private Equity, Valuation, LBO, Investment Banking, Due Diligence, Venture Capital, Financial Modeling, Mergers, Corporate Development, Corporate Finance, Buyouts, Investments
Education
The University of Chicago - Booth School of Business 2005 — 2007
MBA
Davidson College 1994 — 1998
Bachelor of Arts
Brooks Tucker Brooks Tucker's First Union Securities Experience September 1996 - July 1998
Job at United States Senate
Industry Legislative Office
Experience
U.S. Senate June 2010 - Present
United States Marine Corps January 1988 - June 2013
The United States Senate January 2010 - June 2010
US Marine Corps October 2008 - December 2009
Deutsche Bank July 1998 - September 2008
First Union Securities September 1996 - July 1998
Merrill Lynch May 1992 - August 1995
Skills
National Security, Military, Leadership, Intelligence, Private Investigations, Training, Tactics, Security Clearance, Policy, Intelligence Analysis, Strategy, Military Experience, Operational Planning, Command, International Relations, DoD, Government, Special Operations, Defense, Afghanistan, Top Secret, Homeland Security, Navy, Counterinsurgency, Military Operations, Counterterrorism, Community Outreach, Force Protection, Organizational..., Federal Government, Army, Weapons
Education
Marine Corps University 2006 — 2007
Marine Corps Command and Staff College
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2006 — 2007
Summer Study, National Security Policy
University of Maryland College Park 1983 — 1987
BA, English
Severn School 1977 — 1983
National Outdoor Leadership School 1981 — 1982
Small group leadership skills in a wilderness environment, Advanced mountaineering skills
U.S. Senate June 2010 - Present
United States Marine Corps January 1988 - June 2013
The United States Senate January 2010 - June 2010
US Marine Corps October 2008 - December 2009
Deutsche Bank July 1998 - September 2008
First Union Securities September 1996 - July 1998
Merrill Lynch May 1992 - August 1995
Skills
National Security, Military, Leadership, Intelligence, Private Investigations, Training, Tactics, Security Clearance, Policy, Intelligence Analysis, Strategy, Military Experience, Operational Planning, Command, International Relations, DoD, Government, Special Operations, Defense, Afghanistan, Top Secret, Homeland Security, Navy, Counterinsurgency, Military Operations, Counterterrorism, Community Outreach, Force Protection, Organizational..., Federal Government, Army, Weapons
Education
Marine Corps University 2006 — 2007
Marine Corps Command and Staff College
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2006 — 2007
Summer Study, National Security Policy
University of Maryland College Park 1983 — 1987
BA, English
Severn School 1977 — 1983
National Outdoor Leadership School 1981 — 1982
Small group leadership skills in a wilderness environment, Advanced mountaineering skills
Kathy Boyle Kathy Boyle's First Union Securities Experience March 1997 - March 2000
Job Business Strategy and Financial Planning
Industry Financial Services
Experience
Chapin Hill Advisors, Inc. April 2000 - Present
First Union Securities March 1997 - March 2000
First Albany Capital 1992 - 1997
Merrill Lynch 1985 - 1992
Skills
New Business Development, Financial Advisory, Investments, Venture Capital, Strategy, Asset Allocation, Finance, Asset Management, Small Business, Nonprofits, Strategic Financial..., Real Estate, Business Planning, Analysis, Bloomberg, Research, Management, Asset Managment, Retirement Planning, Financial Planning, Business Development, Succession Planning, Non-profits, Marketing Strategy, Estate Planning, Investment Banking, Marketing, Entrepreneurship, Capital Raising, Public Relations, Strategic Planning, Networking, Alternative Investments
Education
Michigan State University
Pre-veterinary medicine
University of Colorado Boulder
Business and Commercial Real Estate
Chapin Hill Advisors, Inc. April 2000 - Present
First Union Securities March 1997 - March 2000
First Albany Capital 1992 - 1997
Merrill Lynch 1985 - 1992
Skills
New Business Development, Financial Advisory, Investments, Venture Capital, Strategy, Asset Allocation, Finance, Asset Management, Small Business, Nonprofits, Strategic Financial..., Real Estate, Business Planning, Analysis, Bloomberg, Research, Management, Asset Managment, Retirement Planning, Financial Planning, Business Development, Succession Planning, Non-profits, Marketing Strategy, Estate Planning, Investment Banking, Marketing, Entrepreneurship, Capital Raising, Public Relations, Strategic Planning, Networking, Alternative Investments
Education
Michigan State University
Pre-veterinary medicine
University of Colorado Boulder
Business and Commercial Real Estate
Jennifer Krepel's First Union Securities Experience January 1997 - November 2000
Job Flooring Boutique
Industry Recreational Facilities and Services
Experience
Krepel Headquarters July 2014 - Present
Highland Capital Brokerage April 2009 - July 2014
Sentinel Management Group January 2005 - March 2008
Sky Bell Asset Management July 2004 - January 2005
Wachovia Securities Financial Network December 2003 - July 2004
Mina Capital Mangement November 2000 - December 2003
First Union Securities January 1997 - November 2000
EVEREN Securties September 1995 - January 1997
Skills
Insurance, Life Insurance, Disability Insurance, Long-term Care, Term Life Insurance, Retirement Planning, Sales Management, IRAs, Series 6, Brokers, Health Insurance, Mutual Funds, Customer Service, PowerPoint, Sales, Series 63, Management, Microsoft Excel, Microsoft Office, Strategic Planning, Microsoft Word, Team Building
Education
Harper College 1992 — 1995
Associate of Arts (A.A.), Psychology
Barrington High School 1989 — 1992
Associate of Arts (A.A.), Criminal Justice and Corrections
Krepel Headquarters July 2014 - Present
Highland Capital Brokerage April 2009 - July 2014
Sentinel Management Group January 2005 - March 2008
Sky Bell Asset Management July 2004 - January 2005
Wachovia Securities Financial Network December 2003 - July 2004
Mina Capital Mangement November 2000 - December 2003
First Union Securities January 1997 - November 2000
EVEREN Securties September 1995 - January 1997
Skills
Insurance, Life Insurance, Disability Insurance, Long-term Care, Term Life Insurance, Retirement Planning, Sales Management, IRAs, Series 6, Brokers, Health Insurance, Mutual Funds, Customer Service, PowerPoint, Sales, Series 63, Management, Microsoft Excel, Microsoft Office, Strategic Planning, Microsoft Word, Team Building
Education
Harper College 1992 — 1995
Associate of Arts (A.A.), Psychology
Barrington High School 1989 — 1992
Associate of Arts (A.A.), Criminal Justice and Corrections
L. Joshua Wein, CAIA's First Union Securities Experience 2000 - 2001
Job Executive Director at Sterling Capital Management LLC
Industry Investment Management
Experience
Sterling Capital Management LLC September 2008 - Present
Bellator Capital Partners LLC July 2003 - September 2008
First Union Securities 2000 - 2001
State Street Global Advisors May 1999 - August 1999
Adams Harkness 1997 - 1998
Mellon Trust 1995 - 1997
Skills
Alternative Investments, Equity Research, Hedge Funds, Portfolio Management, Asset Managment, Investment Strategies, Investments, Fixed Income, Asset Allocation, Mutual Funds, Wealth Management, Equities, Investment Management, Investment Advisory, Asset Management, Due Diligence, Series 63
Education
Vanderbilt University - Owen Graduate School of Management 1998 — 2000
MBA, Finance
Emory University 1991 — 1995
BBA, Finance
Choate Rosemary Hall 1988 — 1991
Applewild School 1977 — 1988
Sterling Capital Management LLC September 2008 - Present
Bellator Capital Partners LLC July 2003 - September 2008
First Union Securities 2000 - 2001
State Street Global Advisors May 1999 - August 1999
Adams Harkness 1997 - 1998
Mellon Trust 1995 - 1997
Skills
Alternative Investments, Equity Research, Hedge Funds, Portfolio Management, Asset Managment, Investment Strategies, Investments, Fixed Income, Asset Allocation, Mutual Funds, Wealth Management, Equities, Investment Management, Investment Advisory, Asset Management, Due Diligence, Series 63
Education
Vanderbilt University - Owen Graduate School of Management 1998 — 2000
MBA, Finance
Emory University 1991 — 1995
BBA, Finance
Choate Rosemary Hall 1988 — 1991
Applewild School 1977 — 1988
Raymond Chung, CFA's First Union Securities Experience June 1998 - August 2000
Job Long/Short Equity Portfolio Manager
Industry Investment Management
Experience
Emerald Waves Investments, LLC July 2010 - Present
The Biondo Group July 2007 - January 2009
Federated Investors July 2006 - April 2007
Sands Capital Management June 2005 - August 2005
Merrill Lynch September 2000 - November 2001
First Union Securities June 1998 - August 2000
Skills
Valuation, Equity Research, Equities, Investments, Portfolio Management, Equity Valuation, Hedge Funds, Alternative Investments, Asset Managment, Investment Management, Mutual Funds, Investment Advisory, Investment Strategies, Wealth Management, Financial Markets, Retirement Planning, Investment Research, Fundamental Analysis, Asset Management
Education
University of Virginia - Darden Graduate School of Business Administration 2004 — 2006
MBA
Duke University 1994 — 1998
AB
Emerald Waves Investments, LLC July 2010 - Present
The Biondo Group July 2007 - January 2009
Federated Investors July 2006 - April 2007
Sands Capital Management June 2005 - August 2005
Merrill Lynch September 2000 - November 2001
First Union Securities June 1998 - August 2000
Skills
Valuation, Equity Research, Equities, Investments, Portfolio Management, Equity Valuation, Hedge Funds, Alternative Investments, Asset Managment, Investment Management, Mutual Funds, Investment Advisory, Investment Strategies, Wealth Management, Financial Markets, Retirement Planning, Investment Research, Fundamental Analysis, Asset Management
Education
University of Virginia - Darden Graduate School of Business Administration 2004 — 2006
MBA
Duke University 1994 — 1998
AB
Migum Gweon's First Union Securities Experience December 1998 - November 2001
Job Director of Clinical Training at Fuller Theological Seminary
Industry Mental Health Care
Experience
Fuller Theological Seminary September 2014 - Present
Migum Gweon LMFT March 2014 - Present
Asian Pacific Counseling & Treatment Centers June 2012 - September 2014
Asian Pacific Counseling & Treatment Centers June 2010 - June 2012
Foothill Family Service May 2009 - June 2010
Lehman Brothers February 2006 - December 2007
Banc of America Securities August 2004 - February 2006
Banc of America Securities January 2003 - August 2004
Wachovia, A Wells Fargo Company December 2001 - August 2002
First Union Securities December 1998 - November 2001
Skills
Family Therapy, Psychology, Psychotherapy, Adolescents, Crisis Intervention, Group Therapy, Self-esteem, Mental Health Counseling, Play Therapy, Counseling Psychology, Life Transitions, Therapists
Education
Fuller Theological Seminary 2008 — 2010
MS
Oberlin College 1991 — 1995
BM
Fuller Theological Seminary September 2014 - Present
Migum Gweon LMFT March 2014 - Present
Asian Pacific Counseling & Treatment Centers June 2012 - September 2014
Asian Pacific Counseling & Treatment Centers June 2010 - June 2012
Foothill Family Service May 2009 - June 2010
Lehman Brothers February 2006 - December 2007
Banc of America Securities August 2004 - February 2006
Banc of America Securities January 2003 - August 2004
Wachovia, A Wells Fargo Company December 2001 - August 2002
First Union Securities December 1998 - November 2001
Skills
Family Therapy, Psychology, Psychotherapy, Adolescents, Crisis Intervention, Group Therapy, Self-esteem, Mental Health Counseling, Play Therapy, Counseling Psychology, Life Transitions, Therapists
Education
Fuller Theological Seminary 2008 — 2010
MS
Oberlin College 1991 — 1995
BM
William Seibels's First Union Securities Experience June 2000 - May 2002
Job Chief Financial Officer at change:healthcare, inc
Industry Hospital & Health Care
Experience
Change Healthcare Corporation May 2012 - Present
Onlife Health May 2010 - May 2012
Onlife Health November 2009 - May 2010
Guardian Home Care Holdings April 2008 - October 2009
Guardian Home Care Holdings June 2006 - April 2008
Croft & Bender June 2002 - June 2004
First Union Securities June 2000 - May 2002
Skills
Corporate Development, Financial Management, Strategic Planning, Investment Banking, Operations Management, Raising Venture Capital, Venture Capital, Managerial Finance, Mergers & Acquisitions, Healthcare, Management, Leadership, Financial Analysis, Strategy, Finance, Process Improvement, Executive Management, Forecasting, Business Planning, Financial Modeling, Business Strategy, Entrepreneurship, Cross-functional Team..., Pricing, Analysis, Analytics, Start-ups
Education
Harvard Business School 2004 — 2006
University of Mississippi 1995 — 2000
BBA, Business & English
Change Healthcare Corporation May 2012 - Present
Onlife Health May 2010 - May 2012
Onlife Health November 2009 - May 2010
Guardian Home Care Holdings April 2008 - October 2009
Guardian Home Care Holdings June 2006 - April 2008
Croft & Bender June 2002 - June 2004
First Union Securities June 2000 - May 2002
Skills
Corporate Development, Financial Management, Strategic Planning, Investment Banking, Operations Management, Raising Venture Capital, Venture Capital, Managerial Finance, Mergers & Acquisitions, Healthcare, Management, Leadership, Financial Analysis, Strategy, Finance, Process Improvement, Executive Management, Forecasting, Business Planning, Financial Modeling, Business Strategy, Entrepreneurship, Cross-functional Team..., Pricing, Analysis, Analytics, Start-ups
Education
Harvard Business School 2004 — 2006
University of Mississippi 1995 — 2000
BBA, Business & English
Procter Fishburne, CFP®'s First Union Securities Experience 1999 - 2000
Job Head of Planning at Wealthcare Capital Management
Industry Financial Services
Experience
Wealthcare Capital Management December 2009 - Present
Johnson & Gilliss Wealth Management June 2007 - December 2009
Wachovia Securities 2005 - 2007
Capital One 2001 - 2004
First Union Securities 1999 - 2000
Skills
Wealth Management, Strategic Financial..., Retirement Planning, Investments, Portfolio Management
Education
Virginia Commonwealth University 2007 — 2008
CFP Certificate Program, Financial Planning
University of Richmond - Robins School of Business 2003 — 2005
MBA
Hampden-Sydney College 1995 — 1999
Wealthcare Capital Management December 2009 - Present
Johnson & Gilliss Wealth Management June 2007 - December 2009
Wachovia Securities 2005 - 2007
Capital One 2001 - 2004
First Union Securities 1999 - 2000
Skills
Wealth Management, Strategic Financial..., Retirement Planning, Investments, Portfolio Management
Education
Virginia Commonwealth University 2007 — 2008
CFP Certificate Program, Financial Planning
University of Richmond - Robins School of Business 2003 — 2005
MBA
Hampden-Sydney College 1995 — 1999
Craig Dauer, CFA's First Union Securities Experience September 1996 - June 1999
Job Director of Business and Commercial Analytics at kaléo
Industry Pharmaceuticals
Experience
kaléo (formerly Intelliject) June 2014 - Present
Triple Aim Advisory, LLC April 2013 - May 2014
Eagle Asset Management March 2001 - December 2012
Evergreen Investments June 1999 - March 2001
First Union Securities September 1996 - June 1999
Trainer Wortham May 1995 - August 1995
Standard & Poor's Compustat December 1991 - July 1994
Skills
Healthcare, Healthcare Industry, Industry Analysis, Research, Financial Analysis, Financial Modeling, Valuation, Strategic Thinking, Equity Research, Portfolio Management, Consumer Healthcare, Hospitals, Managed Care, Pharmacy, Pharmacy Benefit..., Medical Devices, Pharmaceutical Industry, Drug Distribution, Healthcare Information..., Retail, Consumer Staples, Printmaking, Competitive Analysis, Asset Management, Mergers & Acquisitions, Entrepreneurship, Corporate Development, Management, Business Strategy, Private Equity, Investments, Equities, Investment Strategies, Strategy
Education
University of Virginia - Darden Graduate School of Business Administration 1994 — 1996
MBA
Colgate University 1987 — 1991
BA, Asian Studies
kaléo (formerly Intelliject) June 2014 - Present
Triple Aim Advisory, LLC April 2013 - May 2014
Eagle Asset Management March 2001 - December 2012
Evergreen Investments June 1999 - March 2001
First Union Securities September 1996 - June 1999
Trainer Wortham May 1995 - August 1995
Standard & Poor's Compustat December 1991 - July 1994
Skills
Healthcare, Healthcare Industry, Industry Analysis, Research, Financial Analysis, Financial Modeling, Valuation, Strategic Thinking, Equity Research, Portfolio Management, Consumer Healthcare, Hospitals, Managed Care, Pharmacy, Pharmacy Benefit..., Medical Devices, Pharmaceutical Industry, Drug Distribution, Healthcare Information..., Retail, Consumer Staples, Printmaking, Competitive Analysis, Asset Management, Mergers & Acquisitions, Entrepreneurship, Corporate Development, Management, Business Strategy, Private Equity, Investments, Equities, Investment Strategies, Strategy
Education
University of Virginia - Darden Graduate School of Business Administration 1994 — 1996
MBA
Colgate University 1987 — 1991
BA, Asian Studies
Dayne Zimmerman's First Union Securities Experience November 1999 - October 2000
Job Energy Trading
Industry Oil & Energy
Experience
Frontier Utilities February 2012 - Present
Caldwell Hereford Ranch 1992 - Present
Direct Energy November 2009 - November 2010
Direct Energy, LP October 2003 - November 2009
RWE Trading January 2002 - September 2003
PanCanadian Energy Services August 2001 - December 2001
Enron October 2000 - August 2001
First Union Securities November 1999 - October 2000
Duke Energy October 1998 - November 1999
Shearson Lehman Bros 1991 - 1992
Skills
Energy Markets, Commodity, Quantitative Finance, Financial Modeling, Derivatives, Trading, Financial Risk, Portfolio Management, Commodity Markets, Hedging, Energy, Financial Markets, Asset Management, Financial Structuring, Structured Finance, Natural Gas, Proprietary Trading, Finance, Options, Valuation, Risk Management
Education
Mississippi State University - College of Business and Industry 1994 — 1998
MS, Finance
Millsaps College 1988 — 1991
BS, Economics
Frontier Utilities February 2012 - Present
Caldwell Hereford Ranch 1992 - Present
Direct Energy November 2009 - November 2010
Direct Energy, LP October 2003 - November 2009
RWE Trading January 2002 - September 2003
PanCanadian Energy Services August 2001 - December 2001
Enron October 2000 - August 2001
First Union Securities November 1999 - October 2000
Duke Energy October 1998 - November 1999
Shearson Lehman Bros 1991 - 1992
Skills
Energy Markets, Commodity, Quantitative Finance, Financial Modeling, Derivatives, Trading, Financial Risk, Portfolio Management, Commodity Markets, Hedging, Energy, Financial Markets, Asset Management, Financial Structuring, Structured Finance, Natural Gas, Proprietary Trading, Finance, Options, Valuation, Risk Management
Education
Mississippi State University - College of Business and Industry 1994 — 1998
MS, Finance
Millsaps College 1988 — 1991
BS, Economics
Susan Wolford's First Union Securities Experience 1997 - 2001
Job Managing Director at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets 2001 - Present
Wachovia Securities 1997 - 2001
First Union Securities 1997 - 2001
PNC Bank 1992 - 1995
Kidder Peabody 1981 - 1992
Skills
Corporate Development, Mergers, Corporate Finance, Venture Capital, Investments, Financial Analysis, Mergers & Acquisitions, Valuation, Management, Investor Relations, Due Diligence, Private Equity, Investment Banking, Financial Modeling, Strategic Partnerships, M&A experience, Start-ups, Entrepreneurship, Portfolio Management, Strategy, Business Strategy, Strategic Planning, Capital Markets
Education
Columbia University - School of International and Public Affairs
Master of International Affairs, International Finance
Villanova University
Bachelor of Arts, History
BMO Capital Markets 2001 - Present
Wachovia Securities 1997 - 2001
First Union Securities 1997 - 2001
PNC Bank 1992 - 1995
Kidder Peabody 1981 - 1992
Skills
Corporate Development, Mergers, Corporate Finance, Venture Capital, Investments, Financial Analysis, Mergers & Acquisitions, Valuation, Management, Investor Relations, Due Diligence, Private Equity, Investment Banking, Financial Modeling, Strategic Partnerships, M&A experience, Start-ups, Entrepreneurship, Portfolio Management, Strategy, Business Strategy, Strategic Planning, Capital Markets
Education
Columbia University - School of International and Public Affairs
Master of International Affairs, International Finance
Villanova University
Bachelor of Arts, History
Terry Moore's First Union Securities Experience 1996 - 2000
Job Garrison Investment Group
Industry Financial Services
Experience
Garrison Investment Group 2007 - Present
CIT 2005 - 2007
Moodys Investor Services 2004 - 2005
CIBC World Markets 2000 - 2004
First Union Securities 1996 - 2000
Skills
Capital Markets, Fixed Income, Hedge Funds, Valuation, Leveraged Finance, Portfolio Management, Corporate Finance, Financial Modeling
Education
Boston College 1984 — 1988
Bachelor of Science (BS)
Saint John's University 1991 — 1993
Master of Business Administration (MBA)
Garrison Investment Group 2007 - Present
CIT 2005 - 2007
Moodys Investor Services 2004 - 2005
CIBC World Markets 2000 - 2004
First Union Securities 1996 - 2000
Skills
Capital Markets, Fixed Income, Hedge Funds, Valuation, Leveraged Finance, Portfolio Management, Corporate Finance, Financial Modeling
Education
Boston College 1984 — 1988
Bachelor of Science (BS)
Saint John's University 1991 — 1993
Master of Business Administration (MBA)
Kevin Snell's First Union Securities Experience July 1999 - February 2002
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC June 2009 - Present
Stifel Nicolaus February 2002 - June 2009
First Union Securities July 1999 - February 2002
Skills
Retirement Planning, Asset Allocation, Management, Financial Analysis, 401k
Education
Miami University 1996 — 1999
Accounting & Finance
Wells Fargo Advisors, LLC June 2009 - Present
Stifel Nicolaus February 2002 - June 2009
First Union Securities July 1999 - February 2002
Skills
Retirement Planning, Asset Allocation, Management, Financial Analysis, 401k
Education
Miami University 1996 — 1999
Accounting & Finance
Hall Jones's First Union Securities Experience 1996 - 1999
Job CoPortfolio Manager and Director at AEW Capital Management
Industry Investment Management
Experience
AEW Capital Management 1999 - Present
First Union Securities 1996 - 1999
Skills
Portfolio Management, Real Estate, Securities, Analysis, Asset Managment, Investments, Financial Modeling, Valuation, Capital Markets, Financial Analysis, Equities, Equity Research, REIT, Institutional..., Investment Management, Equity Valuation, Asset Management
Education
The College of William and Mary - The Mason School of Business 1991 — 1993
MBA
James Madison University 1987 — 1991
BBA, Finanace
AEW Capital Management 1999 - Present
First Union Securities 1996 - 1999
Skills
Portfolio Management, Real Estate, Securities, Analysis, Asset Managment, Investments, Financial Modeling, Valuation, Capital Markets, Financial Analysis, Equities, Equity Research, REIT, Institutional..., Investment Management, Equity Valuation, Asset Management
Education
The College of William and Mary - The Mason School of Business 1991 — 1993
MBA
James Madison University 1987 — 1991
BBA, Finanace
Darren Royal's First Union Securities Experience September 1998 - March 2002
Job Owner/Financial Advisor Royal Wealth Management, Inc.
Industry Financial Services
Experience
Royal Wealth Management, Inc. March 2002 - Present
Foundation for Global Scholars October 2012 - Present
Women's Leadership Foundation 2011 - Present
Colorado Women's Chamber of Commerce January 2007 - September 2012
First Union Securities September 1998 - March 2002
Prudential Securities September 1997 - September 1998
ACAP Financial March 1995 - July 1997
Skills
Retirement Planning, Estate Planning, Portfolio Management, Life Insurance, Long Term Care Insurance, Succession Planning, Securities, Finance, Strategic Financial..., Investments, Start-ups, Small Business, Cash Management, Financial Planners, IRAs, FINRA, 401k, Retirement, Wealth, Financial Advisory, Fixed Annuities, Wealth Management, Asset Allocation, Alternative Investments, Options, Investment Advisory, Investment Strategies, Financial Planning
Education
Indiana University - Kelley School of Business 1989 — 1993
BA, Marketing, Management, International Business
Maastricht School of Management 1992 — 1992
International Finance
Royal Wealth Management, Inc. March 2002 - Present
Foundation for Global Scholars October 2012 - Present
Women's Leadership Foundation 2011 - Present
Colorado Women's Chamber of Commerce January 2007 - September 2012
First Union Securities September 1998 - March 2002
Prudential Securities September 1997 - September 1998
ACAP Financial March 1995 - July 1997
Skills
Retirement Planning, Estate Planning, Portfolio Management, Life Insurance, Long Term Care Insurance, Succession Planning, Securities, Finance, Strategic Financial..., Investments, Start-ups, Small Business, Cash Management, Financial Planners, IRAs, FINRA, 401k, Retirement, Wealth, Financial Advisory, Fixed Annuities, Wealth Management, Asset Allocation, Alternative Investments, Options, Investment Advisory, Investment Strategies, Financial Planning
Education
Indiana University - Kelley School of Business 1989 — 1993
BA, Marketing, Management, International Business
Maastricht School of Management 1992 — 1992
International Finance
John J. Lebeau's First Union Securities Experience November 2001 - April 2002
Job Founder, John J. Lebeau & Co., LLC
Industry Insurance
Experience
JOHN J. LEBEAU & CO., LLC January 2008 - Present
SEABOARD CAPITAL PARTNERS, LLC March 2006 - Present
BNY MELLON WEALTH MANAGEMENT October 2007 - December 2007
JOHN J. LEBEAU & CO., LLC April 2002 - October 2007
First Union Securities November 2001 - April 2002
Merrill Lynch June 2000 - September 2001
JOHN J. LEBEAU March 1994 - June 2000
JOHN J LEBEAU February 1985 - March 1994
SANFORD C. BERNSTEIN & CO. October 1982 - February 1985
E.F. HUTTON December 1980 - October 1982
Skills
Investments, Wealth Management, Financial Advisory, Retirement Planning, Alternative Investments, Financial Services, Private Equity, Fixed Annuities, Business Development, Management, Business Planning, Entrepreneurship, Finance, Risk Management, Financial Analysis, Insurance, Mergers & Acquisitions, Venture Capital, Executive Management, Small Business, Due Diligence, Sales
Education
Muhlenberg College 1978 — 1981
Economics
The Lawrenceville School 1977 — 1978
Washington Township High School
JOHN J. LEBEAU & CO., LLC January 2008 - Present
SEABOARD CAPITAL PARTNERS, LLC March 2006 - Present
BNY MELLON WEALTH MANAGEMENT October 2007 - December 2007
JOHN J. LEBEAU & CO., LLC April 2002 - October 2007
First Union Securities November 2001 - April 2002
Merrill Lynch June 2000 - September 2001
JOHN J. LEBEAU March 1994 - June 2000
JOHN J LEBEAU February 1985 - March 1994
SANFORD C. BERNSTEIN & CO. October 1982 - February 1985
E.F. HUTTON December 1980 - October 1982
Skills
Investments, Wealth Management, Financial Advisory, Retirement Planning, Alternative Investments, Financial Services, Private Equity, Fixed Annuities, Business Development, Management, Business Planning, Entrepreneurship, Finance, Risk Management, Financial Analysis, Insurance, Mergers & Acquisitions, Venture Capital, Executive Management, Small Business, Due Diligence, Sales
Education
Muhlenberg College 1978 — 1981
Economics
The Lawrenceville School 1977 — 1978
Washington Township High School
Brenda Black's First Union Securities Experience April 2000 - June 2002
Job Managing Partner at Legacy Investment Partners LLC
Industry Financial Services
Experience
Legacy Investment Partners LLC 2004 - Present
Wachovia Securities, Inc. June 2002 - August 2003
First Union Securities April 2000 - June 2002
George K. Baum & Company 1995 - 1999
Education
Kansas State University
Legacy Investment Partners LLC 2004 - Present
Wachovia Securities, Inc. June 2002 - August 2003
First Union Securities April 2000 - June 2002
George K. Baum & Company 1995 - 1999
Education
Kansas State University
Robert Leckie, PMP's First Union Securities Experience 2000 - 2001
Job ECM Practice Director at Agile Upstream
Industry Oil & Energy
Experience
Agile Upstream November 2014 - Present
Fiserv July 2013 - November 2014
Fiserv July 2008 - July 2013
Lehman Brothers Bank - Aurora Loan Services 2006 - 2008
Lehman Brothers Bank 2006 - 2008
Lehman Brothers 2005 - 2008
ABN AMRO 2002 - 2006
ABN AMRO 2001 - 2002
First Union Securities 2000 - 2001
The Answer Group 1998 - 2000
Skills
Series 6, Financial Sales, Series 63, Banking, PMP, MCSE, OnBase, Project Management, Program Management, Change Management, Enterprise Content..., Project Planning, Project Coordination, Software Project..., MS Project, Vendor Management, Risk Management, Leadership, Process Improvement, Strategic Planning, Performance Management, Recruiting, Budgets, Management, Microsoft Certified..., Training, Software Development, Sales, SDLC, Governance, Business Analysis, Project Portfolio..., Business Process..., Requirements Gathering, Requirements Analysis, Enterprise Software, Integration, Visio, IT Management, Business Process, CRM, SharePoint, Resource Management, IT Strategy, Information Technology, Consulting, Analysis, PMO
Education
Johnson & Wales University 1992 — 1996
Pennsbury 1990 — 1992
University of Massachusetts Lowell
Information Technology
Agile Upstream November 2014 - Present
Fiserv July 2013 - November 2014
Fiserv July 2008 - July 2013
Lehman Brothers Bank - Aurora Loan Services 2006 - 2008
Lehman Brothers Bank 2006 - 2008
Lehman Brothers 2005 - 2008
ABN AMRO 2002 - 2006
ABN AMRO 2001 - 2002
First Union Securities 2000 - 2001
The Answer Group 1998 - 2000
Skills
Series 6, Financial Sales, Series 63, Banking, PMP, MCSE, OnBase, Project Management, Program Management, Change Management, Enterprise Content..., Project Planning, Project Coordination, Software Project..., MS Project, Vendor Management, Risk Management, Leadership, Process Improvement, Strategic Planning, Performance Management, Recruiting, Budgets, Management, Microsoft Certified..., Training, Software Development, Sales, SDLC, Governance, Business Analysis, Project Portfolio..., Business Process..., Requirements Gathering, Requirements Analysis, Enterprise Software, Integration, Visio, IT Management, Business Process, CRM, SharePoint, Resource Management, IT Strategy, Information Technology, Consulting, Analysis, PMO
Education
Johnson & Wales University 1992 — 1996
Pennsbury 1990 — 1992
University of Massachusetts Lowell
Information Technology
Robert Upton's First Union Securities Experience 1997 - 2000
Job Vice President at Auto Finance Company III
Industry Financial Services
Experience
Auto Finance Company III January 2008 - Present
William & Mary 1991 - 2009
Auto Finance Company, LLC April 2001 - January 2008
Gruntal & Company 2000 - 2001
First Union Securities 1997 - 2000
Wheat First 1996 - 1997
Anderson & Strudwick 1994 - 1996
Skills
Public Speaking, Financial Modeling, Financial Analysis, Process Improvement, Strategic Planning, Business Analysis, Risk Management, Business Strategy, Strategic Financial..., Financial Reporting, Valuation, Management Consulting, Corporate Finance, Project Management, Business Process..., Analysis
Education
The College of William and Mary - The Mason School of Business 2008 — 2009
MBA
The College of William and Mary 1988 — 1991
BBA, accounting
The College of William and Mary - The Mason School of Business 1988 — 1991
BBA, Accounting
Radford University 1986 — 1988
Auto Finance Company III January 2008 - Present
William & Mary 1991 - 2009
Auto Finance Company, LLC April 2001 - January 2008
Gruntal & Company 2000 - 2001
First Union Securities 1997 - 2000
Wheat First 1996 - 1997
Anderson & Strudwick 1994 - 1996
Skills
Public Speaking, Financial Modeling, Financial Analysis, Process Improvement, Strategic Planning, Business Analysis, Risk Management, Business Strategy, Strategic Financial..., Financial Reporting, Valuation, Management Consulting, Corporate Finance, Project Management, Business Process..., Analysis
Education
The College of William and Mary - The Mason School of Business 2008 — 2009
MBA
The College of William and Mary 1988 — 1991
BBA, accounting
The College of William and Mary - The Mason School of Business 1988 — 1991
BBA, Accounting
Radford University 1986 — 1988
Annie Murray's First Union Securities Experience 1999 - 2001
Job Owner, LightSpace Pilates & Wellness
Industry Health, Wellness and Fitness
Experience
LightSpace Pilates & Wellness July 2015 - Present
Urban Core Pilates & Fitness 2010 - 2015
LECG 2001 - 2004
First Union Securities 1999 - 2001
Skills
Strategy, Strategic Planning, Fundraising, Financial Analysis, Entrepreneurship, Social Media
Education
The University of Chicago Booth School of Business 1997 — 1999
MBA, Finance, Accounting
Pomona College 1989 — 1993
BA, History
LightSpace Pilates & Wellness July 2015 - Present
Urban Core Pilates & Fitness 2010 - 2015
LECG 2001 - 2004
First Union Securities 1999 - 2001
Skills
Strategy, Strategic Planning, Fundraising, Financial Analysis, Entrepreneurship, Social Media
Education
The University of Chicago Booth School of Business 1997 — 1999
MBA, Finance, Accounting
Pomona College 1989 — 1993
BA, History
Robert Servas's First Union Securities Experience October 1994 - August 2000
Job Managing Director at JP Morgan
Industry Investment Banking
Experience
JP Morgan August 2003 - Present
Bank One August 2003 - July 2004
Legg Mason Wood Walker August 2000 - August 2003
First Union Securities October 1994 - August 2000
Lehman Brothers June 1988 - September 1994
Skills
Municipalities, Investment Banking, Series 63, Fixed Income, Equities, Derivatives, Bonds, Asset Management, Series 7, Securities, Valuation, Capital Markets, Underwriting, Alternative Investments, Investments, Hedge Funds, Series 24, Financial Modeling
Education
California State University-Fullerton 1983 — 1989
BA, Business Administration and Finance
JP Morgan August 2003 - Present
Bank One August 2003 - July 2004
Legg Mason Wood Walker August 2000 - August 2003
First Union Securities October 1994 - August 2000
Lehman Brothers June 1988 - September 1994
Skills
Municipalities, Investment Banking, Series 63, Fixed Income, Equities, Derivatives, Bonds, Asset Management, Series 7, Securities, Valuation, Capital Markets, Underwriting, Alternative Investments, Investments, Hedge Funds, Series 24, Financial Modeling
Education
California State University-Fullerton 1983 — 1989
BA, Business Administration and Finance
Blessed Answer's First Union Securities Experience December 2000 - March 2001
Job Educator
Industry Think Tanks
Experience
NYC Department of Education January 2014 - Present
Dunkin Donuts June 2003 - October 2003
Dunkin Donuts June 2003 - October 2003
Innovative Concepts July 2002 - March 2003
Wells Fargo Advisors February 2002 - June 2002
First Union Securities December 2000 - March 2001
Skills
Computer Hardware, Windows 7, iPod, iTunes, iPad, MS Project, MS Office Suite, PowerPoint, Public Speaking, Operational Excellence, Word, Financial Accounting, Cost Accounting, Accounting, Small Business, Small Business..., Marketing Research, Marketing Plan Creation, Business Planning, New Business Development, Financial Planning, Financial Management
Education
DeVry College of New York 2008 — 2010
Bachelors, Professional Studies
DeVry University 2008 — 2010
Professional Studies, Small Business Management
New Horizons Computer Learning Centers 2003 — 2004
MCSA Program, A+, Network +
Keller Graduate School of Management
Masters, Business Administration; General Business Management
New York State Life Insurance
Life Insurance, Protecting Families
New York State Mortgage
NYC Department of Education January 2014 - Present
Dunkin Donuts June 2003 - October 2003
Dunkin Donuts June 2003 - October 2003
Innovative Concepts July 2002 - March 2003
Wells Fargo Advisors February 2002 - June 2002
First Union Securities December 2000 - March 2001
Skills
Computer Hardware, Windows 7, iPod, iTunes, iPad, MS Project, MS Office Suite, PowerPoint, Public Speaking, Operational Excellence, Word, Financial Accounting, Cost Accounting, Accounting, Small Business, Small Business..., Marketing Research, Marketing Plan Creation, Business Planning, New Business Development, Financial Planning, Financial Management
Education
DeVry College of New York 2008 — 2010
Bachelors, Professional Studies
DeVry University 2008 — 2010
Professional Studies, Small Business Management
New Horizons Computer Learning Centers 2003 — 2004
MCSA Program, A+, Network +
Keller Graduate School of Management
Masters, Business Administration; General Business Management
New York State Life Insurance
Life Insurance, Protecting Families
New York State Mortgage
Carmen Battle's First Union Securities Experience April 2001 - May 2003
Job Business Planning
Industry Telecommunications
Experience
Samsung Electronics America April 2014 - Present
Breeze-Eastern January 2011 - April 2014
Alpha Wire Company June 2005 - May 2009
St. John & Wayne, LLC June 2003 - May 2005
First Union Securities April 2001 - May 2003
Skills
Budgeting, Customer Relations, Customer Service, Excel, PowerPoint, Access, Account Management, Microsoft Excel, Budgets, Contract Negotiation, Management, Contract Management, Marketing, Marketing Strategy, Sales, Process Improvement, Forecasting, Training, Cross-functional Team..., Negotiation, Sales Management, Manufacturing
Education
Michigan State University 2015 — 2016
Master of Science (M.S.), Management, Strategy, and Leadership
University of Phoenix 2010 — 2013
Bachelor of Science (B.S.), Global Business Managment, 3.7 GPA
University of Phoenix 2010 — 2011
Associates Degree, Business
Berkeley College
Paralegal Degree, Law
SUNY Polytechnic Institute
Paralegal Certification, Law
Samsung Electronics America April 2014 - Present
Breeze-Eastern January 2011 - April 2014
Alpha Wire Company June 2005 - May 2009
St. John & Wayne, LLC June 2003 - May 2005
First Union Securities April 2001 - May 2003
Skills
Budgeting, Customer Relations, Customer Service, Excel, PowerPoint, Access, Account Management, Microsoft Excel, Budgets, Contract Negotiation, Management, Contract Management, Marketing, Marketing Strategy, Sales, Process Improvement, Forecasting, Training, Cross-functional Team..., Negotiation, Sales Management, Manufacturing
Education
Michigan State University 2015 — 2016
Master of Science (M.S.), Management, Strategy, and Leadership
University of Phoenix 2010 — 2013
Bachelor of Science (B.S.), Global Business Managment, 3.7 GPA
University of Phoenix 2010 — 2011
Associates Degree, Business
Berkeley College
Paralegal Degree, Law
SUNY Polytechnic Institute
Paralegal Certification, Law
Jeffrey Cameron's First Union Securities Experience April 1999 - March 2000
Job Personal Fitness Trainer at Healthworks Fitness Centers for Women
Industry Health, Wellness and Fitness
Experience
Sway Fitness Studio September 2015 - Present
Healthworks Fitness Centers for Women January 2013 - Present
Boston Athletic Association 2005 - Present
Mambo Health Gaming June 2010 - September 2012
EventLoud, LLC April 2011 - April 2012
Capstone Partners April 2009 - August 2010
Legacy Partners Group March 2004 - February 2007
Opnetics Corporation June 2000 - December 2001
First Union Securities April 1999 - March 2000
Salomon Smith Barney October 1997 - January 1999
Skills
Strategic Planning, Business Development, Project Management, Transaction Management, Mergers, Valuation, Healthcare, Investment Banking, Venture Capital, Corporate Development, Business Strategy, Start-ups, Personal Fitness..., Entrepreneurship, Fitness Training, Leadership, Marketing, Mergers, Personal Training, Strategy, Team Building, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Finance/Marketing
Colgate University 1978 — 1982
BA, Economics
St.Mark's School 1973 — 1978
American Academy of Personal Training
Diploma, Personal Training
Sway Fitness Studio September 2015 - Present
Healthworks Fitness Centers for Women January 2013 - Present
Boston Athletic Association 2005 - Present
Mambo Health Gaming June 2010 - September 2012
EventLoud, LLC April 2011 - April 2012
Capstone Partners April 2009 - August 2010
Legacy Partners Group March 2004 - February 2007
Opnetics Corporation June 2000 - December 2001
First Union Securities April 1999 - March 2000
Salomon Smith Barney October 1997 - January 1999
Skills
Strategic Planning, Business Development, Project Management, Transaction Management, Mergers, Valuation, Healthcare, Investment Banking, Venture Capital, Corporate Development, Business Strategy, Start-ups, Personal Fitness..., Entrepreneurship, Fitness Training, Leadership, Marketing, Mergers, Personal Training, Strategy, Team Building, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Finance/Marketing
Colgate University 1978 — 1982
BA, Economics
St.Mark's School 1973 — 1978
American Academy of Personal Training
Diploma, Personal Training
Edward Monahan's First Union Securities Experience May 1997 - April 2002
Job President at Nitecap Entertainment
Industry Entertainment
Experience
Nitecap Entertainment Group November 2002 - Present
First Union Securities May 1997 - April 2002
Joseph Stevens & Company March 1993 - May 1997
Skills
Entertainment, Television, Social Media, Public Speaking, Marketing, Event Planning, Marketing Strategy, Strategic Planning, Social Media Marketing, Film
Education
City University of New York-College of Staten Island 1990 — 1993
Nitecap Entertainment Group November 2002 - Present
First Union Securities May 1997 - April 2002
Joseph Stevens & Company March 1993 - May 1997
Skills
Entertainment, Television, Social Media, Public Speaking, Marketing, Event Planning, Marketing Strategy, Strategic Planning, Social Media Marketing, Film
Education
City University of New York-College of Staten Island 1990 — 1993
Richard Stoudt's First Union Securities Experience 1999 - 2000
Job Senior Vice President at Sun National Bank
Industry Banking
Experience
Sun National Bank 2000 - Present
First Union Securities 1999 - 2000
CoreStates Financial 1982 - 1998
CoreStates Financial 1979 - 1981
CoreStates Financial 1978 - 1979
CoreStates Financial 1975 - 1978
Education
Drexel University 1998 — 1999
MBA
Elizabethtown College 1969 — 1973
BS, Business Administration
Sun National Bank 2000 - Present
First Union Securities 1999 - 2000
CoreStates Financial 1982 - 1998
CoreStates Financial 1979 - 1981
CoreStates Financial 1978 - 1979
CoreStates Financial 1975 - 1978
Education
Drexel University 1998 — 1999
MBA
Elizabethtown College 1969 — 1973
BS, Business Administration
Ellen Duffy's First Union Securities Experience July 1999 - July 2000
Job Senior Vice President for Debt Issuance and Finance at New York City Housing Development Corporation
Industry Capital Markets
Experience
Banc of America Securities August 2002 - June 2009
First Union Securities July 1999 - July 2000
CS First Boston September 1986 - February 1995
Citicorp Investment Bank June 1982 - September 1986
Education
Providence College 1978 — 1982
Bachelor of Arts, Economics
Banc of America Securities August 2002 - June 2009
First Union Securities July 1999 - July 2000
CS First Boston September 1986 - February 1995
Citicorp Investment Bank June 1982 - September 1986
Education
Providence College 1978 — 1982
Bachelor of Arts, Economics
David Kasdin's First Union Securities Experience May 1994 - July 1997
Job Director at Citigroup
Industry Banking
Experience
Citigroup July 1997 - Present
First Union Securities May 1994 - July 1997
Skills
Capital Markets, Derivatives, Credit Analysis, Financial Modeling, Credit
Education
Florida State University - College of Business 1984 — 1989
BS and MBA, Finance
Lyman High School 1981 — 1984
Citigroup July 1997 - Present
First Union Securities May 1994 - July 1997
Skills
Capital Markets, Derivatives, Credit Analysis, Financial Modeling, Credit
Education
Florida State University - College of Business 1984 — 1989
BS and MBA, Finance
Lyman High School 1981 — 1984
John Schellpfeffer's First Union Securities Experience 1998 - 2002
Job Managing Director at Wells Fargo Real Estate Capital Markets
Industry Commercial Real Estate
Experience
Wells Fargo Real Estate Capital Markets 2010 - Present
Wells Fargo Bank, N.A. 2009 - 2010
Wachovia Securities 2002 - 2008
First Union Securities 1998 - 2002
Austin Realty Advisors, LLC 1995 - 1998
GE Capital - Commercial Real Estate 1987 - 1995
Education
Fairfield University 1983 — 1987
BS, Finance
Southern Methodist University
Southern Methodist University
Southern Methodist University
Wells Fargo Real Estate Capital Markets 2010 - Present
Wells Fargo Bank, N.A. 2009 - 2010
Wachovia Securities 2002 - 2008
First Union Securities 1998 - 2002
Austin Realty Advisors, LLC 1995 - 1998
GE Capital - Commercial Real Estate 1987 - 1995
Education
Fairfield University 1983 — 1987
BS, Finance
Southern Methodist University
Southern Methodist University
Southern Methodist University
Frank Caruso's First Union Securities Experience June 1991 - August 2000
Job Director, ABF Syndicate at Wells Fargo Securites
Industry Financial Services
Experience
Wells Fargo Securites April 2011 - Present
Raymond James November 2007 - April 2011
RBC Capital Markets March 2001 - September 2007
First Union Securities June 1991 - August 2000
Education
Appalachian State University 1979 — 1983
BSBA, Accounting
Wells Fargo Securites April 2011 - Present
Raymond James November 2007 - April 2011
RBC Capital Markets March 2001 - September 2007
First Union Securities June 1991 - August 2000
Education
Appalachian State University 1979 — 1983
BSBA, Accounting
Heidi Minor's First Union Securities Experience October 1998 - November 2001
Job Vault and Records Coordinator at Children's Home Society of North Carolina
Industry Individual & Family Services
Experience
Children's Home Society of North Carolina October 2014 - Present
Children's Home Society of North Carolina June 2011 - Present
Children's Home Society of North Carolina June 2011 - October 2012
Children's Home Society of North Carolina May 2006 - June 2011
First Union Securities October 1998 - November 2001
Skills
Organization, Multi Tasking, Independent Thinking, Program Coordination, Customer Oriented, Responsiveness, Customer Service, Telephone Skills, Unsupervised Learning, Enthusiasm to learn, Energetic Self-Starter, Goal-oriented..., Office Administration, Adolescents, Social Services
Education
Appalachian State University 1988 — 1990
Early Education
Children's Home Society of North Carolina October 2014 - Present
Children's Home Society of North Carolina June 2011 - Present
Children's Home Society of North Carolina June 2011 - October 2012
Children's Home Society of North Carolina May 2006 - June 2011
First Union Securities October 1998 - November 2001
Skills
Organization, Multi Tasking, Independent Thinking, Program Coordination, Customer Oriented, Responsiveness, Customer Service, Telephone Skills, Unsupervised Learning, Enthusiasm to learn, Energetic Self-Starter, Goal-oriented..., Office Administration, Adolescents, Social Services
Education
Appalachian State University 1988 — 1990
Early Education
Reading Wilson, CFA's First Union Securities Experience January 1995 - February 1998
Job Vice President at River Capital Advisors
Industry Investment Management
Experience
River Capital Advisors June 2008 - Present
Atlantic Trust Private Wealth Management March 2002 - May 2008
Banc of America Securities March 1998 - January 2001
First Union Securities January 1995 - February 1998
Kidder Peabody June 1986 - December 1994
Education
Northwestern University 1982 — 1986
BA, Economics
River Capital Advisors June 2008 - Present
Atlantic Trust Private Wealth Management March 2002 - May 2008
Banc of America Securities March 1998 - January 2001
First Union Securities January 1995 - February 1998
Kidder Peabody June 1986 - December 1994
Education
Northwestern University 1982 — 1986
BA, Economics
Jonathan Sharaf, MBA's First Union Securities Experience 1997 - 1999
Job Senior Vice PresidentInvestment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors,LLC May 2009 - Present
Wachovia Securities 1999 - April 2009
First Union Securities 1997 - 1999
Wheat First Butcher Singer 1993 - 1997
Skills
Financial Analysis, Finance
Education
La Salle University - School of Business Administration 1996 — 1998
MBA, Finance
Antioch College 1980 — 1984
BA, Business Administration
Henry M Gunn 1977 — 1978
Princeton High School 1974 — 1977
Wells Fargo Advisors,LLC May 2009 - Present
Wachovia Securities 1999 - April 2009
First Union Securities 1997 - 1999
Wheat First Butcher Singer 1993 - 1997
Skills
Financial Analysis, Finance
Education
La Salle University - School of Business Administration 1996 — 1998
MBA, Finance
Antioch College 1980 — 1984
BA, Business Administration
Henry M Gunn 1977 — 1978
Princeton High School 1974 — 1977
Eric Blessing's First Union Securities Experience 1998 - 2003
Job Managing Director at Capital Alternatives Group
Industry Financial Services
Experience
Capital Alternatives Group July 2013 - Present
Direct Access Partners (Channel Capital group) February 2010 - June 2013
Channel Capital Group January 2003 - January 2010
First Union Securities 1998 - 2003
The Chase Manhattan Bank 1991 - 1998
Citicorp Venture Capital 1990 - 1991
Citibank 1987 - 1991
Citibank 1987 - 1990
Education
Fordham Gabelli School of Business 1980 — 1981
MBA, Finance
Purdue University 1975 — 1979
BA, Economics
Capital Alternatives Group July 2013 - Present
Direct Access Partners (Channel Capital group) February 2010 - June 2013
Channel Capital Group January 2003 - January 2010
First Union Securities 1998 - 2003
The Chase Manhattan Bank 1991 - 1998
Citicorp Venture Capital 1990 - 1991
Citibank 1987 - 1991
Citibank 1987 - 1990
Education
Fordham Gabelli School of Business 1980 — 1981
MBA, Finance
Purdue University 1975 — 1979
BA, Economics
Jeff Wheeler's First Union Securities Experience 1998 - 2002
Job Partner at New York Life
Industry Insurance
Experience
New York Life October 2013 - Present
Waddell & Reed December 2011 - October 2013
Adviser Investments December 2007 - September 2011
Bank of America Investments August 2002 - November 2007
First Union Securities 1998 - 2002
Prudential Investments 1996 - 1998
Prudential Financial 1994 - 1998
Rauscher Pierce Refsnes August 1988 - June 1994
Skills
Training, Recruiting, College Recruiting, Financial Recruiting, Hands-on Leadership, Motivational..., Communication, Multi-tasking Skills, Time Management, Thought Leadership
Education
Colby College 1974 — 1978
BA, Government
Salisbury School 1970 — 1974
H.S. diploma
New York Life October 2013 - Present
Waddell & Reed December 2011 - October 2013
Adviser Investments December 2007 - September 2011
Bank of America Investments August 2002 - November 2007
First Union Securities 1998 - 2002
Prudential Investments 1996 - 1998
Prudential Financial 1994 - 1998
Rauscher Pierce Refsnes August 1988 - June 1994
Skills
Training, Recruiting, College Recruiting, Financial Recruiting, Hands-on Leadership, Motivational..., Communication, Multi-tasking Skills, Time Management, Thought Leadership
Education
Colby College 1974 — 1978
BA, Government
Salisbury School 1970 — 1974
H.S. diploma
Joseph A. Serge's First Union Securities Experience February 1999 - May 2002
Job Treasury Portfolio Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo October 2011 - Present
Wells Fargo September 2009 - April 2012
Wachovia Capital Partners December 2006 - September 2009
Wachovia Securities, LLC September 2005 - December 2006
NCB June 2003 - September 2005
Wachovia Securities, LLC May 2002 - June 2003
First Union Securities February 1999 - May 2002
Skills
Capital Markets, Portfolio Management, Financial Analysis, Asset Management
Education
Strome College of Business 2003 — 2005
MBA
Penn State University 1993 — 1997
BS, Secondary Ed - Biology
Wells Fargo October 2011 - Present
Wells Fargo September 2009 - April 2012
Wachovia Capital Partners December 2006 - September 2009
Wachovia Securities, LLC September 2005 - December 2006
NCB June 2003 - September 2005
Wachovia Securities, LLC May 2002 - June 2003
First Union Securities February 1999 - May 2002
Skills
Capital Markets, Portfolio Management, Financial Analysis, Asset Management
Education
Strome College of Business 2003 — 2005
MBA
Penn State University 1993 — 1997
BS, Secondary Ed - Biology
Elizabeth Melchor's First Union Securities Experience March 1999 - July 2000
Job Events Team at Disney Store
Industry Retail
Experience
BMT Promotions and Talent February 2010 - October 2010
Action Figures Convention Staffing September 2009 - October 2010
Macy's East October 2003 - November 2006
Nature Publishing Group February 2004 - October 2006
CTI Professionals, Inc. May 1996 - June 2006
New Rochelle Humane Society 2006 - 2006
Goldman Sachs May 2003 - September 2004
WB Saunders Publishing Company September 2000 - May 2002
First Union Securities March 1999 - July 2000
Skills
Creative Writing, Editing, Editorial, Social Media, Blogging, Facebook, Photography, Social Networking, Advertising, Copy Editing
Education
New York University
M.S.
Temple University
B.A.
BMT Promotions and Talent February 2010 - October 2010
Action Figures Convention Staffing September 2009 - October 2010
Macy's East October 2003 - November 2006
Nature Publishing Group February 2004 - October 2006
CTI Professionals, Inc. May 1996 - June 2006
New Rochelle Humane Society 2006 - 2006
Goldman Sachs May 2003 - September 2004
WB Saunders Publishing Company September 2000 - May 2002
First Union Securities March 1999 - July 2000
Skills
Creative Writing, Editing, Editorial, Social Media, Blogging, Facebook, Photography, Social Networking, Advertising, Copy Editing
Education
New York University
M.S.
Temple University
B.A.
Jonathan Aring's First Union Securities Experience June 1998 - March 2000
Job Registered Principal at LPL Financial
Industry Investment Management
Experience
LPL Financial July 2002 - Present
Prudential Securities March 2000 - July 2002
First Union Securities June 1998 - March 2000
Prudential Securities November 1993 - June 1998
Education
California State University-Sacramento 1987 — 2002
Business, Finance
LPL Financial July 2002 - Present
Prudential Securities March 2000 - July 2002
First Union Securities June 1998 - March 2000
Prudential Securities November 1993 - June 1998
Education
California State University-Sacramento 1987 — 2002
Business, Finance
Carrie Simpson's First Union Securities Experience 2000 - 2002
Job Owner at Vault Interiors & Design
Industry Design
Experience
Vault Interiors & Design February 2013 - Present
Fontaine May 2010 - Present
MATC - Madison 2007 - September 2010
First Union Securities 2000 - 2002
CUNA Credit Union 1997 - 2000
Skills
Space Planning, Space planning, Furniture, Interior Design, Rendering, Space-planning, AutoCAD, Residential Design, Floor Plans, Interior Architecture, Construction
Education
Madison Area Technical College 2007 — 2010
University of Wisconsin-Madison 1998 — 1999
BA, Psychology
University of Minnesota-Twin Cities 1995 — 1997
Vault Interiors & Design February 2013 - Present
Fontaine May 2010 - Present
MATC - Madison 2007 - September 2010
First Union Securities 2000 - 2002
CUNA Credit Union 1997 - 2000
Skills
Space Planning, Space planning, Furniture, Interior Design, Rendering, Space-planning, AutoCAD, Residential Design, Floor Plans, Interior Architecture, Construction
Education
Madison Area Technical College 2007 — 2010
University of Wisconsin-Madison 1998 — 1999
BA, Psychology
University of Minnesota-Twin Cities 1995 — 1997
Adelaida Herrerias's First Union Securities Experience January 1998 - January 1999
Job Experienced Administrator
Industry Financial Services
Experience
Bank of America January 2002 - January 2006
Bank of America January 2001 - January 2002
Sunstone, Inc January 2000 - January 2001
First Union Securities January 1998 - January 1999
Education
DePaul University
Bachelor of Science, Business Management
Bank of America January 2002 - January 2006
Bank of America January 2001 - January 2002
Sunstone, Inc January 2000 - January 2001
First Union Securities January 1998 - January 1999
Education
DePaul University
Bachelor of Science, Business Management
Robert Trinkle, MCSA, MCITP, APS's First Union Securities Experience January 1999 - February 2000
Job Systems Administrator at Northrop Grumman Information Systems
Industry Information Technology and Services
Experience
Northrop Grumman Information Systems July 2005 - Present
VDOT February 2000 - July 2005
First Union Securities January 1999 - February 2000
US Coast Guard January 1988 - January 1999
Skills
Servers, Windows, Active Directory, Troubleshooting, Hardware, Operating Systems, System Administration, Software Installation, Administration, Installation, Computer Hardware, Workstations, Patch Management, Microsoft Office, Windows Server 2003, Access
Education
Capella University 2007 — 2009
BS, Information Technology, Summa Cum Laude
Northrop Grumman Information Systems July 2005 - Present
VDOT February 2000 - July 2005
First Union Securities January 1999 - February 2000
US Coast Guard January 1988 - January 1999
Skills
Servers, Windows, Active Directory, Troubleshooting, Hardware, Operating Systems, System Administration, Software Installation, Administration, Installation, Computer Hardware, Workstations, Patch Management, Microsoft Office, Windows Server 2003, Access
Education
Capella University 2007 — 2009
BS, Information Technology, Summa Cum Laude
Rita Cron's First Union Securities Experience 1993 - 2001
Job teacher at Jefferson County Public Schools
Industry Education Management
Experience
Jefferson County Public Schools August 2002 - Present
First Union Securities 1993 - 2001
Citibank Atlanta February 1982 - September 1986
Skills
Lesson Planning, Classroom, Classroom Management, Curriculum Design, Curriculum Development, Educational Leadership, Differentiated..., Elementary Education, Literacy, Educational Technology, K-12, Teacher Training, Tutoring, Special Education, Teaching
Education
University of Louisville 2004 — 2007
Educational Specialist (Ed.S.), Supervision
Bellarmine University 2001 — 2002
Masters in Teaching, High School English and Social Studies
Indiana University Bloomington 1972 — 1976
Bachelor of Arts (B.A.), Journalisn
Indiana University Bloomington
Bachelor's degree/Journalism, Bachelor of Arts/Journalism
University of Louisville
Master's degree, Doctorate in educational administration
Jefferson County Public Schools August 2002 - Present
First Union Securities 1993 - 2001
Citibank Atlanta February 1982 - September 1986
Skills
Lesson Planning, Classroom, Classroom Management, Curriculum Design, Curriculum Development, Educational Leadership, Differentiated..., Elementary Education, Literacy, Educational Technology, K-12, Teacher Training, Tutoring, Special Education, Teaching
Education
University of Louisville 2004 — 2007
Educational Specialist (Ed.S.), Supervision
Bellarmine University 2001 — 2002
Masters in Teaching, High School English and Social Studies
Indiana University Bloomington 1972 — 1976
Bachelor of Arts (B.A.), Journalisn
Indiana University Bloomington
Bachelor's degree/Journalism, Bachelor of Arts/Journalism
University of Louisville
Master's degree, Doctorate in educational administration
Frances Rickman's First Union Securities Experience 1985 - 2006
Job Financial Services Professional
Industry Financial Services
Experience
Davenport & Company LLC May 2006 - September 2009
Company LLC May 2006 - September 2009
Wachovia Securities 1985 - 2006
Wheat First Union 1985 - 2006
Wheat First Securities 1985 - 2006
First Union Securities 1985 - 2006
Wells Fargo Advisors (formerly Wachovia Securities and predecessor firms) 1985 - 2005
Wachovia Securities, LLC January 1985 - January 2004
Skills
IRAs, Series 63, Retirement Planning, Series 24, Mutual Funds, FINRA, Retirement, Financial Advisory
Education
College for Financial Planning
CRPC, Qualified Retirement Plans
National Business College
Business
Prince Edward AcademyNational Business College
Davenport & Company LLC May 2006 - September 2009
Company LLC May 2006 - September 2009
Wachovia Securities 1985 - 2006
Wheat First Union 1985 - 2006
Wheat First Securities 1985 - 2006
First Union Securities 1985 - 2006
Wells Fargo Advisors (formerly Wachovia Securities and predecessor firms) 1985 - 2005
Wachovia Securities, LLC January 1985 - January 2004
Skills
IRAs, Series 63, Retirement Planning, Series 24, Mutual Funds, FINRA, Retirement, Financial Advisory
Education
College for Financial Planning
CRPC, Qualified Retirement Plans
National Business College
Business
Prince Edward AcademyNational Business College
Doug Bollermann's First Union Securities Experience April 1998 - April 1999
Job Managing Director at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2008 - Present
Banc of America Securities April 1999 - April 2008
First Union Securities April 1998 - April 1999
NationsBanc Montgomery Securities April 1996 - April 1998
Chase Securities August 1993 - April 1996
Andersen Consulting March 1988 - May 1991
Education
Duke University - The Fuqua School of Business 1991 — 1993
MBA
University of Arizona 1984 — 1987
BSBA
TIAA-CREF May 2008 - Present
Banc of America Securities April 1999 - April 2008
First Union Securities April 1998 - April 1999
NationsBanc Montgomery Securities April 1996 - April 1998
Chase Securities August 1993 - April 1996
Andersen Consulting March 1988 - May 1991
Education
Duke University - The Fuqua School of Business 1991 — 1993
MBA
University of Arizona 1984 — 1987
BSBA
Kym Corcoran's First Union Securities Experience May 1999 - August 2002
Job Senior Database Analyst at hawkeye
Industry Marketing and Advertising
Experience
Publicis Hawkeye December 2007 - Present
Wachovia Bank April 2004 - December 2007
Wachovia Bank August 2002 - April 2004
First Union Securities May 1999 - August 2002
Skills
Analysis, Banking, Financial Analysis, Management, Access, Finance, Microsoft Excel, Performance Management, Process Improvement, Retail, SQL, Sales, Team Building, Segmentation, Analytics, Data Analysis, Strategy, Database Marketing, Project Management, Marketing Strategy, SAS
Education
Appalachian State University 1995 — 1999
BSBA, Finance and Banking
Publicis Hawkeye December 2007 - Present
Wachovia Bank April 2004 - December 2007
Wachovia Bank August 2002 - April 2004
First Union Securities May 1999 - August 2002
Skills
Analysis, Banking, Financial Analysis, Management, Access, Finance, Microsoft Excel, Performance Management, Process Improvement, Retail, SQL, Sales, Team Building, Segmentation, Analytics, Data Analysis, Strategy, Database Marketing, Project Management, Marketing Strategy, SAS
Education
Appalachian State University 1995 — 1999
BSBA, Finance and Banking
Maria Luoni's First Union Securities Experience April 1999 - October 2001
Job Endowments & Foundations Internal Investment Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2013 - Present
TIAA-CREF February 2008 - August 2013
Vanguard June 2003 - February 2008
Charles Schwab October 2002 - February 2003
Buckhorn Capital Management May 2002 - September 2002
First Union Securities April 1999 - October 2001
First Union Brokerage Services, Inc. April 1998 - April 1999
First Union Brokerage Services, Inc. July 1996 - August 1998
First Union National Bank August 1994 - July 1996
Skills
Series 7, Wealth Management, Series 63, Financial Services, Investment Advisory, Bonds, Securities, Bloomberg, Asset Allocation, Asset Management, Portfolio Management, Investment Management, Wealth Management..., High Net Worth..., Financial Advisory, Investments, Institutional...
Education
James Madison University
Bachelor of Business Administration (B.B.A.), Finance, General
TIAA-CREF August 2013 - Present
TIAA-CREF February 2008 - August 2013
Vanguard June 2003 - February 2008
Charles Schwab October 2002 - February 2003
Buckhorn Capital Management May 2002 - September 2002
First Union Securities April 1999 - October 2001
First Union Brokerage Services, Inc. April 1998 - April 1999
First Union Brokerage Services, Inc. July 1996 - August 1998
First Union National Bank August 1994 - July 1996
Skills
Series 7, Wealth Management, Series 63, Financial Services, Investment Advisory, Bonds, Securities, Bloomberg, Asset Allocation, Asset Management, Portfolio Management, Investment Management, Wealth Management..., High Net Worth..., Financial Advisory, Investments, Institutional...
Education
James Madison University
Bachelor of Business Administration (B.B.A.), Finance, General
Krick Clark's First Union Securities Experience June 1998 - March 2001
Job Telecom, Media and Entertainment Fixed Income Analyst at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments July 2012 - Present
Fidelity Investments 2008 - July 2012
Wachovia Securities 2004 - 2008
Banc of America Securities 2001 - 2004
First Union Securities June 1998 - March 2001
Skills
CFA, Painting, Yoga, Investment Banking, Chartered Financial..., Banking, Capital Markets, Bonds, Equities, Asset Management, ABS, Bloomberg, Financial Institutions, Investments, Portfolio Management, Finance, Fixed Income, Valuation, Financial Modeling
Education
Georgetown University 1994 — 1998
B.S., Finance and International Business
Fidelity Investments July 2012 - Present
Fidelity Investments 2008 - July 2012
Wachovia Securities 2004 - 2008
Banc of America Securities 2001 - 2004
First Union Securities June 1998 - March 2001
Skills
CFA, Painting, Yoga, Investment Banking, Chartered Financial..., Banking, Capital Markets, Bonds, Equities, Asset Management, ABS, Bloomberg, Financial Institutions, Investments, Portfolio Management, Finance, Fixed Income, Valuation, Financial Modeling
Education
Georgetown University 1994 — 1998
B.S., Finance and International Business
Cathryn Hallahan Lopez's First Union Securities Experience 1986 - 2000
Job Broker at Coldwell Banker Residential Brokerage
Industry Real Estate
Experience
Coldwell Banker Residential Brokerage August 2013 - Present
JP Morgan Chase 2002 - 2006
BMO Harris Private Banking 2000 - 2002
First Union Securities 1986 - 2000
Skills
Wealth Management, Residential Real Estate, Contract Negotiation, Luxury Real Estate, Lakefront Homes, Relocation, Investment Property, New Construction, Move-up Homes, Downsizing, First Time Home Buyers, First Time Home Sellers, Market Statistics, Corporate Finance, Private Banking, Real Estate, Investments, Alternative Investments, Residential Homes, Series 7, Insurance, Luxury
Education
Hollins University 1979 — 1983
B.A., Political Science
Coldwell Banker Residential Brokerage August 2013 - Present
JP Morgan Chase 2002 - 2006
BMO Harris Private Banking 2000 - 2002
First Union Securities 1986 - 2000
Skills
Wealth Management, Residential Real Estate, Contract Negotiation, Luxury Real Estate, Lakefront Homes, Relocation, Investment Property, New Construction, Move-up Homes, Downsizing, First Time Home Buyers, First Time Home Sellers, Market Statistics, Corporate Finance, Private Banking, Real Estate, Investments, Alternative Investments, Residential Homes, Series 7, Insurance, Luxury
Education
Hollins University 1979 — 1983
B.A., Political Science
Edward Viglietta's First Union Securities Experience 1999 - 2000
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
Gartner Invest 2013 - 2015
William Blair and Company 2007 - 2012
Cowen and Company April 2000 - December 2006
First Union Securities 1999 - 2000
Josephthal & Co., 1996 - 1999
Skills
Equity Research, Series 7, Equities, Sell Side, Series 63, Bloomberg, Financial Modeling, Investment Banking, Hedge Funds, Capital Markets, Valuation, Alternative Investments, Equity Sales, Securities
Education
Vanderbilt University - Owen Graduate School of Management 1992 — 1995
MBA, Finance / Marketing
Georgia State University - J. Mack Robinson College of Business 2012 — 2013
Master's degree, Real Estate / Finance
Clarkson University 1985 — 1989
B.S., Finance / Economics
bay shore high school
Morgan Stanley August 2015 - Present
Gartner Invest 2013 - 2015
William Blair and Company 2007 - 2012
Cowen and Company April 2000 - December 2006
First Union Securities 1999 - 2000
Josephthal & Co., 1996 - 1999
Skills
Equity Research, Series 7, Equities, Sell Side, Series 63, Bloomberg, Financial Modeling, Investment Banking, Hedge Funds, Capital Markets, Valuation, Alternative Investments, Equity Sales, Securities
Education
Vanderbilt University - Owen Graduate School of Management 1992 — 1995
MBA, Finance / Marketing
Georgia State University - J. Mack Robinson College of Business 2012 — 2013
Master's degree, Real Estate / Finance
Clarkson University 1985 — 1989
B.S., Finance / Economics
bay shore high school
Brandon Frank's First Union Securities Experience July 1998 - November 2000
Job Director of Investment Research at Globescan Capital
Industry Investment Management
Experience
Globescan Capital August 2004 - Present
Teacher Retirement System of Texas May 2003 - August 2003
Merrill Lynch November 2000 - August 2001
First Union Securities July 1998 - November 2000
Education
The University of Texas at Austin - Red McCombs School of Business 2002 — 2004
Master of Business Administration, Full-Time Program, Concentration in Finance
Florida State University - College of Business 1994 — 1998
Bachelor of Science, Finance, International Business, Marketing
Globescan Capital August 2004 - Present
Teacher Retirement System of Texas May 2003 - August 2003
Merrill Lynch November 2000 - August 2001
First Union Securities July 1998 - November 2000
Education
The University of Texas at Austin - Red McCombs School of Business 2002 — 2004
Master of Business Administration, Full-Time Program, Concentration in Finance
Florida State University - College of Business 1994 — 1998
Bachelor of Science, Finance, International Business, Marketing
J. Kurt Baughman's First Union Securities Experience June 1996 - November 1999
Job President at Baughman Financial Group
Industry Financial Services
Experience
Baughman Financial Group November 1999 - Present
First Union Securities June 1996 - November 1999
Smith Barney April 1992 - June 1996
Skills
Risk Management, Retirement, Asset Allocation, Portfolio Management, IRAs, Wealth Management..., High Net Worth..., Due Diligence, Wealth Management, Financial Advisory, Strategic Financial..., Series 7, Investments, Securities, Equities, Retirement Planning, Investment Advisory, Investment Strategies, Estate Planning, Wealth, Investment Management, Financial Services, Insurance, Finance
Education
California Lutheran University 1987 — 1991
Bachelor of Science, Business Administration
Cannon Financial Institute
CWS ®, Wealth Management
The American College
CFP Certificate, Financial Planning
Baughman Financial Group November 1999 - Present
First Union Securities June 1996 - November 1999
Smith Barney April 1992 - June 1996
Skills
Risk Management, Retirement, Asset Allocation, Portfolio Management, IRAs, Wealth Management..., High Net Worth..., Due Diligence, Wealth Management, Financial Advisory, Strategic Financial..., Series 7, Investments, Securities, Equities, Retirement Planning, Investment Advisory, Investment Strategies, Estate Planning, Wealth, Investment Management, Financial Services, Insurance, Finance
Education
California Lutheran University 1987 — 1991
Bachelor of Science, Business Administration
Cannon Financial Institute
CWS ®, Wealth Management
The American College
CFP Certificate, Financial Planning
Ron Wooten's First Union Securities Experience January 1991 - January 2000
Job Managing General Partner at NovaQuest Capital Management, L.L.C.
Industry Investment Management
Experience
NovaQuest Capital Management, L.L.C. January 2011 - Present
Quintiles Transnational July 2000 - November 2010
First Union Securities January 1991 - January 2000
Education
Boston University 1982 — 1985
MBA, Management
University of North Carolina at Chapel Hill 1977 — 1981
NovaQuest Capital Management, L.L.C. January 2011 - Present
Quintiles Transnational July 2000 - November 2010
First Union Securities January 1991 - January 2000
Education
Boston University 1982 — 1985
MBA, Management
University of North Carolina at Chapel Hill 1977 — 1981
Tommy Brewer's First Union Securities Experience May 1998 - May 2000
Job Investment Banker at Ziegler
Industry Investment Banking
Experience
Ziegler May 2014 - Present
BB&T Capital Markets May 2003 - May 2014
UBS Investment Bank May 2000 - May 2003
First Union Securities May 1998 - May 2000
Bon Secours Health System January 1990 - May 1998
Education
Guilford College 1985 — 1989
BS, Accounting and Business Management
Ziegler May 2014 - Present
BB&T Capital Markets May 2003 - May 2014
UBS Investment Bank May 2000 - May 2003
First Union Securities May 1998 - May 2000
Bon Secours Health System January 1990 - May 1998
Education
Guilford College 1985 — 1989
BS, Accounting and Business Management
Florence Millahn's First Union Securities Experience April 1998 - December 1999
Job Vice President at Financial Northeastern Securities
Industry Financial Services
Experience
Financial Northeastern Securities 2005 - Present
Financial Northeastern Securities 1999 - 2005
First Union Securities April 1998 - December 1999
First Union Securities 1996 - 1998
Skills
Securities, FINRA, AML, Series 7, Series 63, Equities
Education
Drew University
BA, Classical Studies, Spanish
Financial Northeastern Securities 2005 - Present
Financial Northeastern Securities 1999 - 2005
First Union Securities April 1998 - December 1999
First Union Securities 1996 - 1998
Skills
Securities, FINRA, AML, Series 7, Series 63, Equities
Education
Drew University
BA, Classical Studies, Spanish
Brandon Marques's First Union Securities Experience July 1998 - March 2001
Job Managing Director Head of Equity and Equity Derivatives Compliance
Industry Investment Banking
Experience
Societe Generale US January 2010 - Present
Royal Bank of Scotland February 2007 - January 2010
ABN AMRO Bank N.V. February 2007 - January 2010
Bear Stearns March 2001 - February 2007
First Union Securities July 1998 - March 2001
Skills
Series 4, 6, 7, 9, 10,..., Equity Derivatives, FINRA, Equities, Securities, Trading, Fixed Income, Derivatives, Capital Markets, Hedge Funds, Options, Prime Brokerage, Trading Systems
Education
Bloomfield College
Bachelor of Arts (B.A.), Sociology - Criminal Justice
Societe Generale US January 2010 - Present
Royal Bank of Scotland February 2007 - January 2010
ABN AMRO Bank N.V. February 2007 - January 2010
Bear Stearns March 2001 - February 2007
First Union Securities July 1998 - March 2001
Skills
Series 4, 6, 7, 9, 10,..., Equity Derivatives, FINRA, Equities, Securities, Trading, Fixed Income, Derivatives, Capital Markets, Hedge Funds, Options, Prime Brokerage, Trading Systems
Education
Bloomfield College
Bachelor of Arts (B.A.), Sociology - Criminal Justice
Blanche Behm's First Union Securities Experience January 2000 - Present
Job
Industry Financial Services
Experience
First Union Securities January 2000 - Present
Hanlon Investment Mgmt. EHT January 2005 - January 2012
Levin, Staller, et els January 2003 - January 2004
Powell, Birchmeier & Powell January 2000 - January 2003
Sun National Bank January 1997 - January 2000
Physical Therapy Professional Association January 1995 - January 1997
Newcomb Medical Center January 1988 - January 1995
Skills
Microsoft Office, English
Education
Atlantic Cape Community College 2008 — 2008
Marco & Associates 2005 — 2005
Certificate in Microsoft Word
First Union Securities January 2000 - Present
Hanlon Investment Mgmt. EHT January 2005 - January 2012
Levin, Staller, et els January 2003 - January 2004
Powell, Birchmeier & Powell January 2000 - January 2003
Sun National Bank January 1997 - January 2000
Physical Therapy Professional Association January 1995 - January 1997
Newcomb Medical Center January 1988 - January 1995
Skills
Microsoft Office, English
Education
Atlantic Cape Community College 2008 — 2008
Marco & Associates 2005 — 2005
Certificate in Microsoft Word
Ralph Fuscone's First Union Securities Experience January 1998 - January 2000
Job Computer Operator
Industry Public Safety
Experience
UNDERWRITERS LABORATORIES, INC January 2001 - January 2013
Underwriters Laboratories 2001 - 2013
CCC Information Services Inc January 2000 - January 2001
First Union Securities January 1998 - January 2000
WASTE MANAGEMENT, INC January 1990 - January 1998
Waste Management January 1989 - January 1990
Waste Management January 1987 - January 1989
Waste Management January 1985 - January 1987
MCGRAW-EDISON COMPANY January 1983 - January 1985
Skills
Software Installation, Computer Hardware
Education
ITIL
Columbia College 1973 — 1975
B.A, Photography
UNDERWRITERS LABORATORIES, INC January 2001 - January 2013
Underwriters Laboratories 2001 - 2013
CCC Information Services Inc January 2000 - January 2001
First Union Securities January 1998 - January 2000
WASTE MANAGEMENT, INC January 1990 - January 1998
Waste Management January 1989 - January 1990
Waste Management January 1987 - January 1989
Waste Management January 1985 - January 1987
MCGRAW-EDISON COMPANY January 1983 - January 1985
Skills
Software Installation, Computer Hardware
Education
ITIL
Columbia College 1973 — 1975
B.A, Photography
John Levesque's First Union Securities Experience March 2000 - March 2004
Job Energy & Power Investment Banking
Industry Investment Banking
Experience
Wells Fargo Securities March 2013 - Present
Wells Fargo Securities March 2008 - March 2013
Wachovia Securities March 2004 - March 2008
First Union Securities March 2000 - March 2004
First Union Securities April 1997 - March 2000
Sedgwick James September 1995 - March 1997
Education
Bowdoin College 1991 — 1995
Bachelor of Arts (B.A.), Economics
Wells Fargo Securities March 2013 - Present
Wells Fargo Securities March 2008 - March 2013
Wachovia Securities March 2004 - March 2008
First Union Securities March 2000 - March 2004
First Union Securities April 1997 - March 2000
Sedgwick James September 1995 - March 1997
Education
Bowdoin College 1991 — 1995
Bachelor of Arts (B.A.), Economics
Patrick Schoof's First Union Securities Experience 2000 - 2004
Job Financial Consultant at Summit Brokerage Services, Inc.
Industry Financial Services
Experience
Summit Brokerage Services, Inc. 2009 - Present
VSR Financial Services 2004 - 2008
First Union Securities 2000 - 2004
JW Genesis Securities 1998 - 2000
Smith Barney 1996 - 1997
Smith Barney Asset Management 1994 - 1995
Skills
Investment Management, Client Services, Market Analysis, Stock Trading, Client Presentation, Portfolio Management, Customer Retention, Revenue & Profit Growth, Key Account Management, Asset Allocation, Comprehensive Planning, Client Education
Education
Le Moyne College
Bachelor’s Degree
Summit Brokerage Services, Inc. 2009 - Present
VSR Financial Services 2004 - 2008
First Union Securities 2000 - 2004
JW Genesis Securities 1998 - 2000
Smith Barney 1996 - 1997
Smith Barney Asset Management 1994 - 1995
Skills
Investment Management, Client Services, Market Analysis, Stock Trading, Client Presentation, Portfolio Management, Customer Retention, Revenue & Profit Growth, Key Account Management, Asset Allocation, Comprehensive Planning, Client Education
Education
Le Moyne College
Bachelor’s Degree
Starwood Hotels & Resorts Worldwide, Inc.
Wells Fargo Advisors
Wells Fargo Advisors, LLC
Raytheon Missile Systems
Starwood Hotels & Resorts
Wachovia Securities, LLC
Carestream Health
Pershing