Herndon Capital Management, LLC

Industry: Company

Description

Founded: 2001 Parent organization: Atlanta Life Financial Group, Inc.

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Herndon Capital Management, LLC Employees

Employee
Years
Job
Industry
Audley Mackel, IV Audley Mackel, IV Atlanta, Georgia Details
Audley Mackel, IV's Herndon Capital Management, LLC Experience May 2015 - Present
Job Investment Analyst at Herndon Capital Management, LLC
Industry Investment Management
Experience
Herndon Capital Management, LLC   May 2015 - Present
Herndon Capital Management, LLC   July 2012 - April 2015
J.P. Morgan   June 2011 - August 2011
Peppertree Capital   May 2009 - July 2009

Education
Morehouse College   2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance

Lily Joo Lily Joo Greater Atlanta Area Details
Lily Joo's Herndon Capital Management, LLC Experience May 2014 - August 2014
Job International Planning & Sales Operations Analyst at Carter's | OshKosh B'gosh
Industry Apparel & Fashion
Experience
Wiser Wealth Management   March 2015 - June 2015
Georgia Tech Student Foundation Investment Committee   September 2013 - December 2014
Herndon Capital Management, LLC   May 2014 - August 2014
OND, LLC   September 2013 - October 2013
South Korea Government & Woosong foundation   November 2012 - January 2013
KT&G  December 2011 - August 2012
GS Caltex  August 2010 - August 2010

Skills
Data Analysis, Market Research, Financial Analysis, Valuation, Financial Modeling, Research, Bloomberg, Investments, Teamwork, PowerPoint, Microsoft Office, Public Speaking, Statistics, Analysis, English, Leadership, Microsoft Excel, Team Leadership, Investment Research, Economics, Corporate Finance, Finance, Strategy, Microsoft Word, SAS Programming, Management

Education
Solbridge International School of Business   2011 — 2015
Bachelor of Business Administration (B.B.A.), International Business

Georgia Institute of Technology   2012 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Business Analytics, Major GPA 3.99/4.0

Universitas Bina Nusantara (Binus)   2011 — 2011
Exchange program, International Business

Daejeon Foreign Language Highschool   2007 — 2010
German Language and Literature

Arlene Bryan Pine, CFA Arlene Bryan Pine, CFA Greater Atlanta Area Details
Arlene Bryan Pine, CFA's Herndon Capital Management, LLC Experience 2011 - 2014
Job MBA Student at Emory University Goizueta Business School
Industry Investment Management
Experience
Emory University Goizueta Business School  August 2014 - Present
Herndon Capital Management, LLC   2011 - 2014
Herndon Capital Management, LLC   2011 - 2013
Towers Watson  2008 - 2011
Aon Hewitt  2007 - 2008
Watson Wyatt  2004 - 2007
Montag & Caldwell, LLC   1998 - 2004
SunTrust  1997 - 1998

Skills
Equities, Asset Management, Investments, Financial Analysis, Management, Equity Research, Bloomberg, Finance, Strategic Planning, Asset Allocation, Securities, Portfolio Management, Leadership, New Business Development, Client Relations, Wealth Management, Capital Markets, Investment Advisory

Education
Emory University - Goizueta Business School
Master of Business Administration (M.B.A.)

Georgia State University
Bachelor's Degree, Finance, General

Brandon Trammell Brandon Trammell Greater Atlanta Area Details
Brandon Trammell's Herndon Capital Management, LLC Experience May 2012 - July 2012
Job Student at Purdue University
Industry Mechanical or Industrial Engineering
Experience
Herndon Capital Management, LLC   May 2012 - July 2012

Skills
Matlab, Catia, Microsoft Office, Labview, Microsoft Excel, PowerPoint, CAD, Microsoft Word, Inventor, Mechanical Engineering, Engineering, VPython, Unix, Thermodynamics, Fluid Mechanics

Education
Purdue University   2011 — 2016
Bachelor of Science (BS), Mechanical Engineering

Benjmain E. Mays   2007 — 2011
High School Diploma

Sandy Petty, CPA, CGMA, PHR, SHRM-CP Sandy Petty, CPA, CGMA, PHR, SHRM-CP Greater Atlanta Area Details
Sandy Petty, CPA, CGMA, PHR, SHRM-CP's Herndon Capital Management, LLC Experience 2012 - 2014
Job VP/Director Finance/Accounting, Controller
Industry Financial Services
Experience
Fifth Third Bank  2015 - Present
Intermission   September 2014 - Present
Herndon Capital Management, LLC   2012 - 2014
Balentine LLC   2010 - 2012
National Association of Women MBA's  March 2011 - August 2011
Caribbean Financial Group, Inc.   2007 - 2009
Resources Global Professionals  2005 - 2007
Union Bank of Florida  2004 - 2005
McGladrey & Pullen  2002 - 2004
Pitney Bowes Financial Services (Credit Corp.)   1999 - 2002

Skills
IFRS, Financial Reporting, Financial Analysis, Financial Modeling, Financial Planning, Financial Management, Auditing, SOX, Internal Controls, Accounting, US GAAP, FAS 133, FAS 157, Managerial Finance, Strategic Financial..., Sarbanes-Oxley Act, General Ledger, Sarbanes-Oxley, GAAP, Financial Statements, NetSuite, Financial Accounting, Budgets, Fixed Assets, Account Reconciliation, Internal Audit, Adaptive Planning, Strategic Planning, Process Improvement, Analysis, Accounts Receivable, Finance, Accounts Payable, Plannning, Tax, Due Diligence, Payroll, Investments, Leadership, Forecasting, Management, Start-ups, Banking, Financial Risk, Cash Management, Financial Services, Journal Entries, Cash Flow, Executive Management, Budgeting

Education
Saint John's University
Master Business Administration (MBA), Finance

Hofstra University
Bachelor Business Administration, Accounting

Kathi Edwards, PHR, SHRM-CP Kathi Edwards, PHR, SHRM-CP Greater Atlanta Area Details
Kathi Edwards, PHR, SHRM-CP's Herndon Capital Management, LLC Experience June 2012 - Present
Job Chief of Staff at Herndon Capital Management
Industry Investment Management
Experience
Herndon Capital Management, LLC   June 2012 - Present
Nova Wealth Management Group   November 2009 - June 2012
EARNEST Partners  April 2005 - May 2008
Morgan Stanley  November 2002 - November 2004
Invesco Ltd.  April 2000 - March 2002

Skills
Mutual Funds, Process Improvement, Accounting, Marketing, Investments

Education
St. Mary's University   1992 — 1997
Bachelor of Business Administration, International Business

Kendall Thomas Kendall Thomas United States Details
Kendall Thomas's Herndon Capital Management, LLC Experience May 2015 - Present
Job Investment Management Summer Intern at Herndon Capital Management, LLC
Industry
Experience
Herndon Capital Management, LLC   May 2015 - Present
Lincoln Financial Group  May 2014 - August 2014
Abercrombie & Fitch  June 2013 - August 2013
Thomas Services, Inc.   May 2013 - June 2013

Skills
PowerPoint, Public Speaking, Microsoft Excel, Series 63, Series 6, Microsoft Office, Series 7, Social Media, Microsoft Word, Fixed Annuities, Mutual Funds

Education
University of Pennsylvania   2012 — 2016
Bachelor's Degree, Economics

Kina McCanns Kina McCanns United States Details
Kina McCanns's Herndon Capital Management, LLC Experience January 2014 - Present
Job Marketing & Client Services Coordinator at Herndon Capital Management, LLC
Industry
Experience
Herndon Capital Management, LLC   January 2014 - Present
Gray and Company  2007 - March 2013
US EPA  2005 - 2007
Spelman College  2004 - 2007
J. Walter Thompson  2002 - 2004

Education
Kennesaw State University

Spelman College
BS, Mathematics

Lorraine Betts Lorraine Betts Greater Atlanta Area Details
Lorraine Betts's Herndon Capital Management, LLC Experience July 2007 - Present
Job Investment Management Senior Reporting Analyst I
Industry Investment Management
Experience
Herndon Capital Management, LLC   July 2007 - Present

Skills
Customer Relations, Fund Accounting, Client Reporting, Trade Settlement, Portfolio Accounting, Account Reconciliation, Accounts Receivable, Accounts Payable, Account Management, Advent, Axys, Oasys, Omgeo, Dataport, Databases, Composite Performance..., Financial Analysis, Financial Statements, Financial Reporting, Bank Reconciliation, Accounting, Cash Flow, Financial Accounting, Performance Attribution, Corporate Actions, Asset Management, Budgets, Customer Service, Equities, Finance, Microsoft Excel, Portfolio Management, Project Management, Risk Management, Strategic Planning

Education
Southern Polytechnic State University now Kennesaw State University   2009 — 2011
MBA, Accounting & Finance

University of North Carolina at Charlotte   1999 — 2004
BSBA, Finance

Fourah Bay College   1996 — 1997

Kenneth Holley Kenneth Holley Atlanta, Georgia Details
Kenneth Holley's Herndon Capital Management, LLC Experience January 2002 - Present
Job Chief Investment Officer at Herndon Capital Management, LLC
Industry Investment Management
Experience
Herndon Capital Management, LLC   January 2002 - Present
Morgan Stanley Investment Management  June 1993 - January 2002
The African Development Bank   November 1990 - June 1993
Salomon Brothers  July 1987 - May 1989
IBM  July 1982 - August 1985

Education
University of Pennsylvania - The Wharton School   1985 — 1987
Master of Business Administration (MBA), International Finance

The University of Pennsylvania   1978 — 1982
Bachelor's degree, Civil & Urban Engineering

Anuja Singha, CFA, Ph.D. Anuja Singha, CFA, Ph.D. Atlanta, Georgia Details
Anuja Singha, CFA, Ph.D.'s Herndon Capital Management, LLC Experience August 2014 - Present
Job Herndon Capital
Industry Investment Management
Experience
Herndon Capital Management, LLC   August 2014 - Present
Invesco Global Strategies, Invesco Ltd.   2007 - February 2014
Invesco Global Strategies, Invesco Ltd.   2005 - February 2014
Invesco Global Strategies, Invesco Ltd.   2001 - February 2014
Invesco Global Strategies, Invesco Ltd.   2009 - 2012
Invesco Global Strategies, Invesco Ltd.   1998 - 2000
International Monetary Fund  1995 - 1995
United States Agency for International Development  1994 - 1994
University of Maryland at College Park  1994 - 1994

Skills
Investments, Emerging Markets, Portfolio Management, Equities, Valuation, Asset Management, Investment Strategies, Mutual Funds, Bloomberg, Investment Management, Series 7, Equity Research, Financial Modeling, Stock Picking, Wealth Management, Equity Valuation, Series 63, Financial Analysis, Separately Managed..., Quantitative Analytics, Stocks, Institutional..., Chartered Financial..., Developed and Emerging..., Fundamental Equity..., Quantitative Analysis, Global Portfolio..., Leadership & Team..., International..., Performance Improvement, Risk Analysis, Small Cap Equities, Client Relations, Alpha Generation, Quantitative Screening..., Alternative Investments, Hedge Funds

Education
Emory University
Doctor of Philosophy (Ph.D.), Economics

Mills College
Bachelor of Arts (B.A.), Business Economics

Emory University
Primary Instructor, Undergraduate Courses

Mondrell T. Moore Mondrell T. Moore Greater Atlanta Area Details
Mondrell T. Moore's Herndon Capital Management, LLC Experience 2015 - Present
Job Senior Vice President at Herndon Capital Management, LLC
Industry Investment Management
Experience
Herndon Capital Management, LLC   2015 - Present
EARNEST Partners  2008 - 2015
SunTrust Robinson Humphrey  2006 - 2008
The Bank of New York  2004 - 2006
Brown Brothers Harriman  1998 - 2002

Skills
Fixed Income, Financial Modeling, Equities, Valuation, Asset Management, Business Strategy, Corporate Finance, Financial Analysis, Investments, Asset Allocation, Bloomberg, Investment Management, Portfolio Management, Securities, Business Development, Relationship Management, FactSet, Lipper, Client Relations, Investment Strategies

Education
Cornell University - Johnson Graduate School of Management   2002 — 2004
MBA, Entrepreneurship & Private Equity

University of Melbourne - Melbourne Business School   2004 — 2004
MBA - International Graduate Program - Australia

Clark Atlanta University   1994 — 1998
BA, Business Administration / Finance

Kara (Rainey) David Kara (Rainey) David Austin, Texas Details
Kara (Rainey) David's Herndon Capital Management, LLC Experience September 2011 - March 2013
Job Personal / Administrative Assistant
Industry Financial Services
Experience
Private  Operations Manager I - Trade Settlement / Account ReconciliationHerndon Capital Management, LLCMarch 2013 - June 2014
Herndon Capital Management, LLC   September 2011 - March 2013
Artisan Partners  May 2006 - July 2011
Artisan Partners  September 2005 - May 2006
Raymond James Financial  June 2005 - September 2005

Skills
Equities, Portfolio Management, Investments, Settlement, Microsoft Office, Securities, Account Reconciliation, Client Reporting, Process Improvement, Vendor Management, Asset Managment, Bloomberg Terminal, Networking, Team Leadership, Trading Systems, Investment Management, Portfolio Accounting, Trade Settlement, Oasys, Reconciliation, Asset Management, Advent, Geneva, APL, Axys, ACD, Omgeo Oasys, CTM, Project Management, SWIFT messaging, SWIFT messages, Building Relationships, Vendor Relationships, Project Initiation, International..., Back Office, Charles River IMS, Streamlining Operations, Office Administration, Meeting Scheduling, Travel Arrangements, Leisure Travel, Business Process..., Business Analysis, Business Strategy, User Acceptance Testing, Proofreading, Writing, English grammar, Administrative Work

Education
Marquette University   2006 — 2010
MBA, Business

University of Wisconsin-Milwaukee   2002 — 2006
BBA, Finance

Tremper high   1998 — 2002
High School Diploma

Kristine Dulski Kristine Dulski Greater Atlanta Area Details
Kristine Dulski's Herndon Capital Management, LLC Experience October 2014 - Present
Job Operations Analyst
Industry Financial Services
Experience
Herndon Capital Management, LLC   October 2014 - Present
Investment Operations Inc   May 2014 - October 2014
Citi Global Transactions Services   September 2012 - May 2014
Calamos Investments  June 2002 - September 2012
Calamos Investments  May 1997 - June 2002

Skills
Mutual Funds, Asset Management, Securities, Financial Services, Accounting, Equities, Investments, Fixed Income, Disaster Recovery, Process Improvement, Microsoft Excel, Financial Analysis, Customer Service, Business Analysis, Internal Controls, Quality Certification, Team Leadership, Communication Skills, Client Relations Skills, Performance Reviews, Financial Reporting, Leadership, Account Reconciliation, Portfolio Management

Education
Illinois State University   1988 — 1992
BA, English

Montini catholic high school   1984 — 1988

Hugh Pringle Hugh Pringle Syracuse, New York Details
Hugh Pringle's Herndon Capital Management, LLC Experience May 2014 - August 2014
Job Brand Ambassador at Tilt.com
Industry Research
Experience
Tilt.com  June 2015 - Present
Syracuse University  2011 - 2015
Herndon Capital Management, LLC   May 2014 - August 2014
Georgia Association Of Educators  May 2013 - August 2013

Skills
Microsoft Office, Research, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Word, Social Media, Customer Service, Teaching, Photoshop, Bloomberg Terminal, Adobe Design Programs, Stata, Publications, Teamwork, SPSS

Education
Syracuse University - Maxwell School   2011 — 2015
Bachelor of Arts (B.A.) Economics, Economics, Communications and Rhetorical Studies

Vanita Johnson, MBA, CPP Vanita Johnson, MBA, CPP Atlanta, Georgia Details
Vanita Johnson, MBA, CPP's Herndon Capital Management, LLC Experience January 2015 - Present
Job
Industry Accounting
Experience
Herndon Capital Management, LLC   January 2015 - Present
Gwinnett Medical Center  May 2014 - January 2015
Doosan Infracore International  2009 - 2014
BeavEx,Inc   2006 - 2009
Time+Plus, Inc   2005 - 2006
ADP, Inc  2004 - 2005
Haverty Furniture Cos., Inc   1999 - 2004

Skills
Payroll, General Ledger, Auditing, Microsoft Excel, Vendor Management, Accounting, Internal Controls, ADP Payroll, Account Reconciliation, Garnishments, Process Improvement, Employee Relations, Leadership, Compliance, Procedure Manuals, Accounts Payable, Employee Benefits, Access, Policy

Education
Keller Graduate School of Management of DeVry University   2012 — 2015
Master of Business Administration (MBA), Accounting

Clemson University
Bachelor of Science (B.S.), Accounting

Allen Hermon, MBA, CFA, MPA Allen Hermon, MBA, CFA, MPA Greater Atlanta Area Details
Allen Hermon, MBA, CFA, MPA's Herndon Capital Management, LLC Experience November 2011 - October 2012
Job Analyst/ Project Manager at Invesco US
Industry Financial Services
Experience
Invesco US  November 2014 - Present
Aldridge Connors, LLP  February 2013 - October 2014
Herndon Capital Management, LLC   November 2011 - October 2012
YieldQuest   March 2004 - August 2010
Intercept Inc  May 2003 - January 2004
Morgan Stanley  September 2002 - December 2002
Lawson Software  2000 - 2002

Skills
Microsoft VB/ VBA..., ERM Systems- Lawson..., Bloomberg, NetSuite,..., Oracle 8 DBA, Microsoft..., Microsoft Products..., Various Scripting..., Financial Modeling, Finance

Education
Georgia State University   2014 — 2017
Bachelor's Degree, Mathematics

Georgia State University   2011 — 2012
Master's degree, Accounting, 3.94

Kennesaw State University   1998 — 1999
Master of Business Administration (M.B.A.), Finance, General, 3.7

Kennesaw State University   1995 — 1998
Master of Business Administration (M.B.A.), Business Administration, Management and Operations, 3.4

Southern Illinois University, Carbondale   1989 — 1993
Bachelor of Applied Science (B.A.Sc.), Computer Science, 3.3

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