Interstate Johnson Lane
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Interstate Johnson Lane Employees
Long Island Hand and Orthopedic Surgery Center October 2013 - Present
Lynn Pierri, DDS, MS March 2013 - October 2013
Branford Hall Career Institute July 2012 - March 2013
Alura J Homes, LLC January 2012 - December 2012
Treehouse Partners February 2011 - March 2012
United States Census Bureau April 2010 - September 2010
GHA LLC June 1996 - May 2008
Interstate Johnson Lane June 1993 - June 1996
American Stock Exchange June 1986 - June 1993
Skills
Equities, Investments, Risk Management, Series 7, Real Estate, MAA/BCS/EHR Certified..., Healthcare, Medical Billing, Property Management, Business Development, Management, Portfolio Management, Strategic Planning, Financial Analysis, Investment Banking, Trading Strategies, ETFs, Trading, Budgets, Finance, Accounting, Negotiation, Time Management, Training, Securities, Business Strategy, Banking, Contract Negotiation, Leadership, Strategic Financial..., Analysis, Customer Service, Insurance, Capital Markets, Asset Managment, Equity Trading, Business Analysis, Fixed Income, Credit Analysis, Employee Benefits, Financial Risk, Entrepreneurship, Credit Risk, Relationship Management, Asset Management, Credit, Team Building, Economics, Payroll, Medical Coding
Education
Branford Hall Career Institute-Bohemia Campus 2012 — 2013
Certificate, Medical Billing/Coding
Kingsborough Community College 1985 — 1987
Business
Superior Pool Service May 2001 - Present
KeyBank July 1999 - May 2001
Interstate Johnson Lane September 1997 - July 1999
PGA Professional February 1983 - September 1997
Skills
20 years in Golf..., Investment expertise, Cyclist, Soccer Player,..., The 4th Demension, Old School Gentleman..., Atlas is Shrugging, Pool Service, Golf, Swimming, Finance, Resorts, Landscaping, Investments
Education
Ferris State University 1982 — 1986
Marketing/Professional Golf Managment
Janney Montgomery Scott November 2012 - Present
Morgan Stanley Smith Barney June 2003 - January 2011
Legg Mason 2003 - 2005
Interstate Johnson Lane 1994 - 2001
Skills
Series 65, Series 63, Wealth Management, Series 7, Series 3, Uniform Combined State..., Wealth Management..., Mutual Funds, Retirement Planning, Asset Allocation, Alternative Investments, Asset Management, ETFs, Equities, FINRA, Financial Services, Fixed Income, Investment Advisory, Investment Management, Investment Strategies, Investments, Portfolio Management, Retirement, Securities, Series 24, Strategic Financial...
Education
Georgia Institute of Technology
Wells Fargo Advisors, LLC January 2009 - Present
Wachovia Securities April 1999 - January 2009
Interstate Johnson Lane January 1999 - April 1999
Dean Witter Reynolds Inc. June 1997 - December 1998
Merrill Lynch January 1996 - June 1997
Skills
Life Cycle Planning, Investment Strategies, Securities, Insurance Planning, Estate Planning..., Financial Advisory, Retirement Planning
Education
Coastal Carolina University 1993 — 1997
Bachelor of Applied Science (B.A.Sc.), Finance, General
Roane State Community College 1981 — 1984
Associate's degree, Business Administration and Management, General
East Coast Wings & Grill 1999 - Present
Mid-Carolina Realty Group/ Development 1995 - 2015
Interstate Johnson/ Lane 1997 - 1999
AIG 1993 - 1997
Equico Securities January 1990 - April 1993
Skills
Franchising, Restaurants, Multi Unit, Food Management, Real Estate Development, Commercial Real Estate, Investment Advisory, Franchise Consulting, Income Statement, Location Intelligence, Business Planning, Multi-unit, Small Business, Team Building, P&L Management, Restaurant Management, Market Planning, Franchise Sales, Real Estate, Food, Strategic Planning, Start-ups, New Business Development, Executive Management, Menu Development, Venture Capital, Food Service, Business Brokerage, Profit, P&L, Marketing Strategy, Multi-Unit
Education
University of North Carolina at Charlotte 1986 — 1989
Lees McRae College 1984 — 1986
Wells Fargo Advisors, LLC 2007 - Present
A.G. Edwards & Sons, Inc. 1997 - 2007
Interstate Johnson Lane 1987 - 1997
Skills
Investments, Retirement Planning, Financial Services, 401k
Education
Clemson University 1964 — 1968
Bachelor of Science (BS), Mechanical Engineering
ADP March 2010 - September 2011
ADP/HR XCEL August 2006 - August 2009
PAETEC/US LEC Corp January 1999 - August 2006
Solid Computer Decisions November 1997 - January 1999
Interstate Johnson Lane 1996 - 1998
Interstate Johnson Lane August 1995 - November 1997
NHC Corporation October 1994 - August 1995
Skills
Executive Management, Resource Management, Benefits Administration, Human Resources, HRIS, Employee Benefits, Employee Engagement, FMLA, Payroll, Program Management, COBRA, Strategy, Training, Management, Employee Relations
Education
University of North Carolina at Charlotte 1989 — 1993
B.S., Business Administration
INTL FC Stone June 2015 - Present
First Tryon Securities June 2010 - May 2015
SunTrust Bank June 2007 - May 2010
Morgan Keegan & Co., Inc. November 2004 - April 2007
BB&T Capital Markets March 2003 - November 2004
Bank of America November 2000 - March 2003
Interstate Johnson Lane September 1992 - October 2000
Wachovia Bank October 1982 - August 1992
Skills
Municipalities, Fixed Income, Trading, Bonds, Series 63, Capital Markets, Series 7, Securities, Portfolio Management, Bloomberg, Options, Structured Products, Investment Banking, Interest Rate..., Finance, Investments, Asset Management
Education
Purdue University - Krannert School of Management 1978 — 1982
B.S., Business, Finance
West Lafayette High School 1974 — 1978
ETB Consulting January 1996 - Present
University of Virginia September 1988 - Present
Interstate Johnson Lane January 1994 - December 1995
Rothschild Financial Services Inc. October 1987 - December 1994
Smith Barney Harris Upham March 1976 - October 1984
Cornell University September 1969 - December 1979
Education
Northwestern University 1965 — 1969
Doctor of Philosophy (Ph.D.), Economics
Rice University 1964 — 1965
Master of Arts (M.A.), Economics
Rice University 1960 — 1964
Bachelor of Arts (B.A.), Economics
UBS March 2012 - Present
Morgan Stanley October 2000 - March 2012
JC Bradford December 1996 - October 2000
Interstate Johnson Lane July 1991 - December 1996
Dean Witter 1988 - 1991
Skills
Series 7, Series 65, Series 3, FINRA, Series 9, Series 10
Education
Florida State University
Pensacola Junior College
Acer Development OwnerBoxman StudiosNovember 2008 - Present
Harris Murr 1998 - 2004
Interstate Johnson Lane 1995 - 1998
Prudential Securities 1994 - 1995
Skills
Relationship Marketing, Hospitality, Brand Development, Real Estate, Social Media Marketing, Marketing Strategy, New Business Development, Sponsorship, Event Management, Advertising, Online Marketing, Trade Shows, Online Advertising, Business Development, Event Planning, B2B
Education
Ohio Wesleyan University 1990 — 1995
Carolina Financial Services Group January 2007 - Present
UBS April 2002 - January 2007
Scott & Stringfellow June 1998 - April 2002
Interstate Johnson Lane January 1992 - June 1998
Skills
Retirement Planning, Retirement, Portfolio Management, 401k, Financial Advisory, Risk Management, Financial Services, Fixed Annuities, Wealth Accumulation..., Wealth Preservation..., Wealth Management, Analysis, Integrity, IRAs, Financial Analysis, Variable Annuities, Investment Advisory, Asset Management, Mutual Funds, Strategy, Market Research, Indexed Annuities, Asset Allocation, Wealth Accumulation, Small Business, Trading, Equity Trading, Investment Strategies, Series 7, Securities, Options, Equities, Series 63, Investment Management, Wealth Management..., Fixed Income, Financial Markets, Stocks, Technical Analysis, Wealth, High Net Worth..., Series 65, Investors, Savings, Business, Money, Business Networking, Client Services, Retirement Plan..., Investments
Education
University of North Carolina at Chapel Hill 1983 — 1987
BS, Biology
Ciena August 2015 - Present
The Galloway School January 2011 - Present
The Galloway School January 2008 - January 2012
Ciena July 1996 - June 2004
Harmonic Systems Inc August 1994 - July 1996
AT&T Tridom January 1989 - August 1994
Interstate Johnson Lane August 1987 - February 1989
General Electric October 1983 - August 1987
Lockheed Georgia January 1982 - October 1983
Skills
Sales Management, Sales Presentations, Customer Relations, Strategic Planning, Strategic Partnerships, Cross-functional..., Strategic Sales, Business Development, New Business..., Revenue & Profit Growth, Strategic Negotiations, Telecommunications, Customer Service, Project Management, Leadership, Management, Sales, Strategy
Education
University of Notre Dame 1978 — 1982
Bachelor of Science (BS), Aerospace Engineering
RBC Wealth Management January 2009 - Present
Smith Barney November 2001 - December 2008
Interstate/ Johnson Lane January 1993 - November 2001
Education
North Carolina State University
Virgina Episcopal School
Ocular Systems Inc. April 2012 - Present
Stearns Financial Services Group November 2010 - April 2012
Gnam Gnam Gelato 2009 - 2010
Allegacy Federal Credit Union May 1998 - January 2009
First Union Brokerage December 1995 - May 1998
Interstate Johnson Lane March 1994 - December 1995
American Express 1989 - 1995
Skills
Strategy, Leadership, Management, Investments, Portfolio Management, Finance, Entrepreneurship, Training, Financial Services, Sales, Due Diligence, New Business Development, Project Management, Estate Planning, Accounting, Venture Capital, Securities, Retirement, Financial Planners, Tax
Education
University of North Carolina at Greensboro 2010 — 2012
BS, Accounting
Small Business & Technology Development Center 2010 — 2010
n/a, Grant/Proposal writing
College of Financial Planning 2001 — 2004
CFP, Financial Planning
University of North Carolina at Greensboro 1983 — 1987
BS, Political Science
Frankfurt American High 1980 — 1983
Vistage International 2014 - Present
Danny Fontana Enterprises August 1995 - Present
Fox Business News September 2008 - December 2011
Triune Capital Advisors April 2004 - March 2011
Danny Fontana Enterprises 1995 - 2011
INSP January 2008 - December 2010
RTS 2006 - 2009
Interstate, Johnson-Lane 1995 - 2004
Jefferson Pilot 1992 - 2002
J.C. Bradford and Company October 1985 - April 1995
Skills
Financial Management, Radio and Televison..., Investments, Radio, Public Speaking, Writing, Business Strategy, Television, Asset Management, Mergers, Financial Planning, Financial Analysis, Research, Asset Managment, Strategy, Mergers & Acquisitions, Portfolio Management, Start-ups, Social Media, Finance, Management Consulting, Marketing, Entrepreneurship, Venture Capital, Strategic Financial..., Leadership, Credit, Management, Managerial Finance, Small Business, Radio Host, Radio Broadcasting, Financial Advisory, Storytelling, Executive Management, Alternative Investments, Strategic Planning, Investment Advisory, Budgets, Private Equity, Broadcast Television, Strategic Partnerships, Broadcast, New Media
Education
SUNY Albany 1969 — 1971
Wilkes University;SUNY Albany 1967 — 1969
UEHS
UEHS
Union Endicot High School
Peachtree Planning Corporation January 2000 - December 2012
Interstate Johnson Lane December 1997 - January 2000
Paine Webber April 1997 - November 1997
Skills
Equity Operations
Education
Milwaukee Area Technical College
Stuart Frankel & Company, Inc December 2009 - Present
Sterling Capital Management April 2004 - May 2009
Wachovia Bank - Evergreen Investments November 1994 - April 2004
City Capital Counseling April 1989 - October 1994
Interstate Johnson Lane January 1986 - April 1989
Skills
Equities, Trading, Equity Trading, Securities, Mutual Funds, Investments, Bloomberg, Series 7, Investment Management, Options, Asset Allocation, FINRA, Series 63, Asset Management, Capital Markets, New Business Development, Client Relations, Relationship Management, Marketing Strategy
Education
Oglethorpe University 1978 — 1982
B.A., Business Administration, Cum Laude
Raymond James Financial Inc. August 2001 - Present
Interstate Johnson Lane 1991 - 2001
John Hancock Financial Services 1977 - 1991
Education
Sewanee-The University of the South 1963 — 1967
Bachelor's Degree, History
Yale Divinity School
Theological Study
Weaver Wealth Management May 2009 - Present
Smith Barney 1997 - May 2009
Interstate Johnson Lane 1993 - 1997
LC Wegard 1993 - 1993
Skills
Estate Planning, Retirement Planning, Securities, Investments, Asset Management, Financial Advisory, Series 7, Series 24, Series 31, Series 63, Series 65, Wealth Management, Asset Allocation, Investment Advisory, High Net Worth..., Financial Services, Retirement, Portfolio Management, Mutual Funds
Education
Temple University 1988 — 1992
BA, Political Science
Wunderlich Securities April 2013 - Present
Raymond James Morgan Keegan May 2004 - February 2013
Nandy's Candy, Inc. May 2002 - April 2004
Morgan Stanley Private Wealth Management November 2000 - May 2002
Morgan Stanley September 1998 - November 2000
Interstate Johnson Lane September 1997 - August 1998
Morgan Keegan & Company, Inc. November 1995 - August 1997
Skills
Securities License:..., Strategic Planning, Series 7, Investments, Marketing Strategy, Wealth Management, Public Relations, Mutual Funds, Social Media Marketing, Retirement Planning, Series 63, Marketing, Financial Analysis, Sales, Marketing Communications, Financial Services, Portfolio Management, Account Management, Alternative Investments, Securities, Investment Strategies, Asset Allocation, Investment Advisory
Education
University of Kansas 1990 — 1994
Bachelor of Science (B.S.), William Allen White School of Journalism, Business Communication
RBS Citizens Financial Group November 2013 - Present
Fidus Partners April 2009 - October 2013
Wachovia Securities July 2001 - April 2009
North Carolina Trust Comapny 1998 - 1999
Interstate Johnson Lane 1996 - 1997
Skills
Investment Banking, Start-ups, Private Equity, Financial Modeling, Investments, Entrepreneurship
Education
Duke University - The Fuqua School of Business 1999 — 2001
Masters, Business Administration
University of Virginia 1990 — 1994
BA, Economics, History
SunTrust Investment Services, Inc. July 2002 - Present
SunTrust 2000 - Present
SunTrust Bank 2000 - 2009
Wells Fargo April 1992 - July 2002
Interstate Johnson Lane 1992 - 1998
The Robinson Humphrey Company 1989 - 1990
Education
Georgia State University - J. Mack Robinson College of Business 1983 — 1987
University of Alabama
Pace Academy 1976 — 1983
The Strategic Financial Alliance July 2012 - Present
Self Employed September 2008 - August 2012
ETrade Financial June 2000 - August 2008
Interstate Johnson Lane 1986 - 2000
Oppenheimer & Company 1984 - 1986
A G Becker 1978 - 1984
Merrill Lynch 1972 - 1978
Skills
Series 7, Series 24, Mutual Funds, Policy, Securities, Financial Services, Risk Management, FINRA, Operations Management
Education
Minnesota School of Business 1971 — 1972
Business
Normandale Community College 1970 — 1971
Education
CAPTRUST Financial Advisors 1997 - Present
Interstate Johnson Lane 1993 - 1997
Skills
401k, Asset Allocation, Alternative Investments, Retirement Planning, Qualified Retirement..., Wealth Management, Investments, Pensions, Investment Strategies, 401k Rollovers, Asset Managment, Estate Planning, Wealth Accumulation, Non-Qualified Deferred...
Education
Clemson University 1982 — 1986
Bachelor's degree, Finance
University of Florida 1988 — 1990
Master of Business Administration (MBA), Finance, General
San Francisco Employees' Retirement System September 2008 - Present
Callan Associates Inc. June 2001 - September 2008
CSAA Insurance Group 1999 - 2001
Deloitte May 1998 - September 1999
Vining Sparks, IBG 1997 - 1998
Interstate Johnson Lane 1996 - 1997
American Physician Services Corporation 1993 - 1996
CitiBank 1991 - 1992
Price Waterhouse July 1984 - June 1989
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA, Finance
Seattle University 1979 — 1984
BA, Accounting & Finance
Keller Williams Realty Atlanta Perimeter March 2013 - Present
Atlanta Communities Real Estate Brokerage March 2011 - March 2013
Re/Max Greater Atlanta 1994 - April 2011
Harry Norman, Realtors 1991 - 1994
Interstate Johnson Lane 1985 - 1990
Skills
Real Estate, Investment Properties, First Time Home Buyers, Buyer Representation, Contract Negotiation, ABR, Relocation, Short Sales, New Home Sales, Foreclosures, Sellers, Listings, Single Family Homes, Negotiation, Luxury, Condos, Townhomes, REO, Investors
Education
Southwest DeKalb
The University of Georgia
Joan Arnold Hearn June 2007 - Present
Joan Arnold Hearn 2007 - Present
Trinity Episcopal School 2002 - 2007
Interstate Johnson Lane 1991 - 1993
Interstate Johnson Lane 1989 - 1991
Interstate Johnson Lane 1982 - 1989
Skills
QuickBooks, Management, Finance, Accounting, Financial Reporting, Small Business, Account Reconciliation, Financial Accounting, Tax, Accounts Payable, Financial Analysis, Internal Controls, Internal Audit, Budgets, CPA
Education
Queens University of Charlotte 1974 — 1978
BA - Math & Business, Accounting
Bank of America October 2010 - Present
Bank of America January 2010 - October 2010
Bank of America March 2005 - October 2006
Bank of America October 2003 - March 2005
Banc of America Securities July 1998 - May 2003
Interstate /Johnson Lane July 1996 - July 1998
Salomon Brothers July 1994 - June 1996
Skills
Investments, Series 7, Strategic Financial..., Securities, Equities, Financial Analysis, Series 63, Banking, Finance
Education
UNC Chapel Hill 1990 — 1994
Bachelor of Science in Business Administration (BS), Finance
AXA Distributors April 2015 - Present
Highland Capital Brokerage March 2011 - April 2015
TPG Financial March 2008 - September 2010
Manulife Financial/John Hancock August 1994 - January 2008
Interstate Johnson Lane 1999 - 2000
Skills
Insurance, Estate Planning, Disability Insurance, Term Life Insurance, Retirement, Long Term Care Insurance, Financial Planners, Securities, Investments, Financial Analysis, Life & Health Insurance..., Fixed Annuities, Sales, Financial Planning, Mutual Funds
Education
The University of Georgia 1987 — 1991
Bachelors, Finance
Bank of America Merrill Lynch September 2001 - Present
Wachovia Secutities May 2000 - September 2001
Interstate Johnson Lane October 1998 - May 2000
Skills
Management, Microsoft Office, Risk Management, Project Management, Financial Analysis, Business Analysis, Leadership, Customer Service, Strategic Planning, Banking, Finance, Process Improvement, Microsoft Word
Education
Allegheny College
WCP Capital Management December 2009 - Present
UBS April 2003 - December 2009
Smith Barney March 1993 - April 2003
Interstate Johnson Lane August 1987 - March 1993
Smith Barney November 1981 - August 1987
Skills
Investments, Portfolio Management, Asset Management, Valuation, Due Diligence, Finance, Private Equity, Real Estate, Financial Modeling, Financial Analysis
Education
University of South Carolina-Columbia 1978 — 1980
Master of Business Administration (MBA), Marketing & Finance
University of South Carolina-Columbia 1969 — 1975
Bachelor of Arts (B.A.), English Language and Literature/Letters
Captiol Pools and Spa, Inc. November 2011 - Present
Discovery Church April 2010 - Present
Maximum Processing, Inc. October 2010 - November 2011
SAIC February 1998 - July 2000
Interstate Johnson Lane June 1996 - January 1997
First Union National Bank June 1992 - March 1996
Skills
Accounts Payable
Education
University of North Carolina at Charlotte 1990 — 1992
B.S., Finance, Math
Appalachian State University 1987 — 1989