Interstate/Johnson Lane
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31 Interstate/Johnson Lane employees in database. Find out everything there's to know about Interstate/Johnson Lane employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Interstate/Johnson Lane Employees
Regions Financial Corporation May 2013 - Present
Northwestern Mutual January 2012 - December 2012
Wells Fargo Bank June 2010 - December 2011
Wachovia Bank July 1999 - April 2010
Interstate/Johnson Lane June 1996 - July 1999
First Union National Bank June 1992 - June 1996
First Union National Bank June 1986 - June 1992
Skills
Succession Planning, E-Learning, Executive Management, Performance Management, Training, Leadership, Process Improvement, Change Management, Organizational..., Payroll, Talent Management, Strategy, Strategic Planning, Management, Employee Engagement, Needs Analysis, Human Resources, Mentoring, Team Building, Performance Consulting, Program Management, Customer Experience, Customer Experience...
Education
Capella University 2007 — 2010
Masters, Human Resource Management
University of Alabama 1981 — 1985
Bachelor of Science in Commerce and Business Administration, Accounting
Bradshaw High School
Bradshaw/Coffee
Bradshaw/Coffee
AstraZeneca November 2013 - Present
MAK Medical January 2013 - August 2013
Albany Area Chamber of Commerce September 2011 - January 2013
Think Retail Solutions April 2011 - August 2011
SB&T Bank October 2005 - March 2011
Interstate/Johnson Lane 1997 - 2001
American Red Cross 1995 - 1997
Macon State College 1993 - 1994
South Georgia College 1991 - 1993
Skills
Marketing Communications, Public Relations, Business Development, Event Planning, Special Events, Business Strategy, Budgeting, Fundraising, Advertising, Email Marketing, Editing, Copywriting, Scripting, Budgets, Event Management
Education
Georgia Southern University - College of Business Administration 1994 — 1995
MBA
Georgia Southern University - College of Business Administration 1987 — 1991
BBA, Finance
Wells Fargo June 2014 - Present
Transamerica Retirement Solutions 2001 - February 2014
John Hancock Financial Services 2000 - 2001
Interstate/Johnson Lane 1996 - 2000
Bank of America / Nations Bank 1995 - 1996
Erie Insurance Group 1989 - 1994
EF Hutton 1984 - 1989
Skills
Defined Benefit, Retirement Plan..., 401k, Defined Contribution, ERISA, Retirement, Series 63, Series 7, Pensions, Mutual Funds, Series 6, Investment Advisory, Profit Sharing, ETFs, Retirement Planning, Investment Strategies, Qualified Retirement..., Strategic Planning for..., Financial Services, Investments, Securities, Relationship Management
Education
Pennsylvania State University-Erie Campus
Business Administration
Villa Maria Academy
Water Island Capital, LLC September 2013 - Present
Stadion Money Management/Mutual of Omaha - MOIS February 2010 - December 2012
Dreyfus March 2006 - July 2007
DWS Investments February 2003 - March 2006
Dreyfus February 1999 - February 2003
Security Benefit July 1995 - February 1999
J&W Seligman January 1991 - June 1994
Interstate/Johnson Lane 1983 - 1991
Skills
Series 7, Series 63, Series 65, Mutual Funds, SMA, Alternative Investments, Wholesaler, Sales Presentations, Time Management, Perseverance, Investments, Financial Advisory, Investment Advisory, Separately Managed..., Variable Annuities, 401k, Asset Allocation, ETFs, Financial Services, Fixed Annuities, Investment Management, Investment Strategies, Retirement Planning, Securities, Wealth Management, Hedge Funds
Education
North Carolina State University
Strategic Social Media 2011 - Present
International House 2010 - March 2011
Signature 2006 - 2009
Network Financial and Network Legal 2002 - 2003
Northwestern Mutual Life 1997 - 2002
Interstate/Johnson Lane June 1985 - October 1991
Skills
Strategic Social Media..., Online Marketing, Social Media Marketing, Financial Services..., Hands-on Social Media..., Creative Social Media..., Online Lead Generation, Efficient Implementation, Coaching, Driven to Optimize Time..., Citizen Diplomacy, Simplify Social Media..., SEED20 Coach, Content Writer, Social Media, Blogging, Social Networking, SMO, Volunteering, Theatre, Hiking, Community Garden..., Scuba Diving, Strategic Planning, Financial Services, Strategy, Strategic Communications, Facebook, Leadership, Analytics, Training, Marketing Strategy, Small Business, Business Strategy, Proposal Writing, Analysis, Public Speaking, Golf, Marketing, Entrepreneurship, Project Planning, Personal Branding, Web Marketing, Content Marketing, Budgets, Website Development, Mobile Marketing, SEO, Selling, Time Management
Education
McColl School of Business, Queens University 2010 — 2011
Coaching Certificate, Professional Development
Knight School of Communication, Queens University 2009 — 2011
MA, Strategic Communication
Colgate University 1976 — 1980
BA, POSC
Medscape March 2015 - Present
Medscape June 2013 - Present
Medscape April 2012 - June 2013
Imedex January 2001 - January 2012
Interstate/Johnson Lane December 1986 - November 1990
Cable News Network April 1983 - September 1986
Skills
Marketing Strategy, Market Research, Competitive Analysis, Team Management, Integrated Marketing, Strategic Planning, Medical Education, CME, Oncology, Budgeting, Advertising, Social Media, Marketing Communications, Healthcare Marketing, Marketing Management, Market Planning, Digital Marketing, Marketing Research, Direct Marketing, Public Relations, New Business Development, Online Marketing, Brand Development, Healthcare, Marketing, Business Development
Education
Northwestern University 1978 — 1982
Bachelor of Science, Radio, TV & Film
Sixty Guilders Management, LLC October 2007 - Present
Wachovia Bank 1997 - 2007
Interstate/Johnson Lane 1993 - 1997
Skills
Asset Management, Valuation, Portfolio Management, Financial Analysis, Capital Markets, Financial Modeling, Mergers & Acquisitions, Equities, Investments, Investment Banking, Fixed Income, Alternative Investments, Management, Private Equity, Hedge Funds, Finance, Corporate Finance, Risk Management, Securities, Equity investments
Education
University of North Carolina at Charlotte 1991 — 1993
Marsters of Business Administration, Finance
Oregon State University 1983 — 1987
BS Business, BS, Business, History Minor
Public Financial Management, Inc. January 2013 - Present
Robert W. Baird & Co. July 2009 - January 2013
Wells Fargo Bank September 2007 - July 2009
A.G. Edwards & Sons, Inc. October 1989 - September 2007
Interstate/Johnson Lane April 1987 - October 1989
Trust Company Bank August 1982 - April 1987
City of Atlanta 1977 - 1982
Research Atlanta 1973 - 1977
Skills
Securities, Private Equity, Series 7, Capital Markets, Investments, Due Diligence, Asset Management, Valuation, Mergers & Acquisitions, Financial Modeling, Corporate Finance, Financial Analysis, Bonds, Corporate Governance, Investment Banking, Finance, Credit Analysis, Fixed Income, Series 63, Strategic Financial..., Alternative Investments, Banking
Education
Trinity University 1972 — 1974
MA, Urban Studies, Public Finance, Graduated First in Class
Texas Christian University 1965 — 1969
BA, History, English, Graduated cum laude
Thomas Jefferson High School, San Antonio, Texas 1962 — 1965
Ameriprise Financial Services, Inc. July 2011 - Present
Merrill Lynch August 2001 - July 2011
Prudential Securities January 1992 - August 2001
Interstate/Johnson Lane August 1990 - January 1992
Smith Barney March 1989 - August 1990
Education
University of Pennsylvania - The Wharton School 2000 — 2001
CIMA, Certified Investment Management Analyst
Appalachian State University 1976 — 1980
BSBA, Business
Richmond Academy
Richmond Academy
Richmond Academy
Booz Allen Hamilton March 2012 - July 2013
PPC June 2009 - November 2011
General Dynamics Information Technology March 2008 - June 2009
At&t Technical Service Co June 2006 - March 2008
At&t Technical Service Co July 2005 - June 2006
Interstate/Johnson lane February 1989 - September 1998
Skills
Project Management, Microsoft Office, Process Improvement, Strategic Planning, Research, Program Management, Management, Microsoft Excel, Accounts Payable, Customer Service, Business Analysis, Budget, Analysis
Education
Central Piedmont Community College 1985 — 1988
Associates of Science in Accounting, Accounting
John Rodgers & Associates May 2005 - Present
John Rodgers & Associates May 2005 - Present
Interstate/Johnson Lane May 1997 - June 2005
Shearson Lehman Hutton Trust Company March 1992 - August 1996
Skills
Member, Illinois Bar, Member, North Carolina..., Litigation, Wills, Probate, Estate Planning, Commercial Litigation, Trusts, Litigation Support, Courts, Disputes, Expert Witness, Tax, Powers of Attorney, Dispute Resolution, Estate Administration, Non-profits, Personal Injury, Mediation
Education
University of Virginia School of Law 1961 — 1964
LLB, Trusts & Estates
Cornell University 1956 — 1961
Batchelor of Arts, Government & history
Sanofi-Aventis Pharmaceuticals January 2005 - Present
Greater Savannah Sports Council March 1998 - February 2005
Interstate/Johnson Lane January 1992 - January 1998
Skills
Managed Care, Pharmaceutical Sales, Sales Management, Sales Operations, Endocrinology, Cardiology, Osteoporosis, Buy & Bill, Sales Force Development, Pulmonology, Rheumatology, Sales Effectiveness, Diabetes, Sales Presentations, Neurology, Allergy, Nephrology, Operating Room, Pharmaceutical Industry, Infection, Urology, Healthcare, Product Launch, Selling, Market Development, Psychiatry, Hospitals, Gastroenterology, Sales, Hospital Sales, Hypertension, OB/GYN, Medical Devices, Dermatology, Selling Skills, Surgeons, Medical Sales, Infectious Diseases, Capital Equipment, Oncology, Orthopedic
Education
The University of Georgia 1986 — 1990
B.S.
Benedictine Military School 1982 — 1985
Georgia Conservancy July 2011 - Present
COASTAL CONSERVATION ASSOCIATION GEORGIA November 2005 - February 2011
STERNE, AGEE, & LEACH, INC March 1998 - November 2005
INTERSTATE/JOHNSON LANE October 1994 - March 1998
Skills
Membership, Fundraising, Public Speaking, Strategic Planning, Non-profits, Research, Estate Planning, Economic Development, Event Planning, Investments, Insurance, Grant Writing, Real Estate, Budgets, Endowments, Community Outreach, Retirement, Executive Management, Strategic Financial..., Retirement Planning, Nonprofits, Policy, Management, Leadership, New Business Development, Sustainability, Environmental Awareness, Sales, Land Conservation
Education
The University of Georgia 1987 — 1992
Bachelor of Science, Zoology
Benedictine Military School 1984 — 1987
Cress Corporation February 2014 - Present
Coventry Place August 2014 - Present
The New York Sartorialist September 2009 - Present
Cress Advisors, LLC January 2005 - August 2014
Merrill Lynch July 2003 - January 2005
UBS January 1999 - July 2003
Interstate/Johnson Lane January 1996 - January 1999
Georgia Institute of Technology 1992 - 1995
Skills
Journalism, Fashion Photography, Styling, Photography, Writing, Photojournalism, Portrait Photography, Editorial Photography, Editorial, Fashion, Magazines, Management Consulting, Social Media, Blogging, Management, Public Relations, New Media, Television, Product Development, Social Networking, Entrepreneurship, Social Media Marketing, Copywriting, Advertising, Creative Direction, Online Marketing, Entertainment, Film, Creative Writing, Video, Online Advertising, Event Management, Facebook, Publicity, Video Editing, Digital Media, Brand Development, Content Strategy, Celebrity, Video Production, Storytelling, Press Releases, Social media marketing, Social networking, Social media
Education
Georgia Institute of Technology - Georgia Tech College of Management 1992 — 1995
B.S, Economics, Psychology
University of California, Los Angeles 1990 — 1992
Broadcast Journalism
RGB Networks 2012 - March 2015
Altera 2015 - 2015
Vivus Inc May 2012 - December 2014
Stock & Option Solutions December 2008 - November 2009
Maxim Integrated Products October 2007 - April 2008
Maxim Integrated Products 1995 - October 2007
Sharedata 1993 - 1995
Interstate/Johnson Lane 1990 - 1995
Education
Santa Clara University 1997 — 1999
University of Strathclyde 1987 — 1991
BA Arts & Social Studies
AnMed Health August 1998 - Present
Interstate/Johnson Lane April 1993 - August 1998
J.C. Bradford & Co. February 1990 - March 1993
Kidder, Peabody & Co. Incorporated April 1987 - July 1989
Skills
Management, Recruiting, Event Planning, Customer Service, Budgets, Leadership, Teamwork, Communication, Problem Solving, Organizational &..., Volunteer Management
Education
Clemson University - College of Business and Behavioral Science 1981 — 1985
BS, Administrative Management
Sterling Capital Management, LLC April 2001 - Present
Banc of America Investments April 1995 - April 2001
Interstate/Johnson Lane 1991 - 1993
Skills
Portfolio Management, Security Analysis, Value Investing, Investments, Equity Research, Asset Managment, Investment Management, Investment Strategies, Equities, Financial Modeling, Wealth Management, Financial Analysis, Equity Valuation
Education
Vanderbilt University - Owen Graduate School of Management 1991 — 1993
MBA, Finance
Duke University 1985 — 1989
AB, political Science
Wells Fargo Advisors April 2015 - Present
CAPTRUST Financial Advisors 2002 - April 2015
Wachovia Securities 1998 - 2002
Interstate/Johnson Lane 1990 - 1998
Skills
401k, Alternative Investments, Mutual Funds, Investments, Retirement, Retirement Planning, Financial Advisory, Estate Planning...
Education
Duke University - The Fuqua School of Business 1977 — 1979
MBA, Business
Wake Forest University 1970 — 1972
BS, Business
BB&T March 2015 - Present
BB&T November 2011 - Present
BB&T February 2006 - November 2011
Wachovia Corporation November 2002 - February 2006
Wachovia Corporation September 2001 - November 2002
Wachovia Corporation April 1999 - September 2001
Interstate/Johnson Lane June 1995 - April 1999
Interstate/Johnson Lane February 1990 - June 1995
Skills
Mergers & Acquisitions, Financial Risk, Sarbanes-Oxley Act, Financial Reporting, Due Diligence, Internal Controls, Financial Services, Analysis, Program Management, Fixed Income, Accounting, Capital Markets, Leadership, Budgets, Management, Project Management, Investment Banking, Six Sigma, Investments, Risk Management, Financial Analysis, Auditing
Education
Villanova University 2010 — 2011
Certificate, Master's Certificate - Six Sigma
Wake Forest University School of Business 2001 — 2002
MBA, Global Business Strategy
Catawba College 1988 — 1990
BA, Business Adminstration
Rowan-Cabarrus Community College 1984 — 1988
AAS, Accounting
Banc of America Securities April 2007 - Present
Bank of America March 2005 - March 2007
Bank of America March 2001 - March 2005
Marion Bass Securities Corporation October 1986 - February 2001
Interstate/Johnson Lane March 1968 - October 1986
Skills
Risk Management, Credit, Enterprise Risk..., Vendor Management, Financial Modeling, Mortgage Lending, Equities, Portfolio Management, Investment Banking, Fixed Income, Management, Auditing, Banking, Financial Services, Asset Managment, Internal Controls, Commercial Banking, Credit Analysis, Corporate Finance, Program Management, Process Improvement
Education
Pfeiffer University
BS, Accounting
Wells Fargo October 2013 - Present
TIAA-CREF January 2011 - October 2013
TIAA-CREF July 2007 - January 2011
Wachovia 2004 - 2007
DLJdirect 2000 - 2003
JC Bradford 1997 - 2000
Interstate/Johnson Lane 1991 - 1997
Skills
Risk Management, Financial Risk, Capital Markets, Broker-Dealer Compliance, Internal Audit, Lean Transformation, Branch Management, Auditing, Risk Assessment, Internal Controls, Analysis, Business Analysis, Financial Services, AML, Securities, FINRA, Series 7, Wealth Management, Series 63
Education
Montreat College 1986 — 1990
Bachelor of Science,, Business Management
Westminster Academy 1980 — 1985
Wachovia Securities 1991 - Present
Interstate/Johnson Lane 1991 - 2002
Education
Randolph-Macon College 1984 — 1988
Wells Fargo Bank June 1993 - Present
Wells Fargo Bank August 2009 - January 2012
Wachovia 2001 - 2009
Interstate/Johnson Lane 1993 - 2001
Computervison Corporation 1986 - 1993
Skills
Real Estate, Executive Management, Portfolio Management, Asset Managment, Financial Analysis, Risk Management, Strategic Planning, Consulting, Negotiation, Project Management, Due Diligence, Program Management, Budget, Marketing, Vendor Management, Mergers, Communications Planning, Relationship Management, Mentoring Of Staff, Customer Experience, Budgets, Mergers & Acquisitions
Education
Taylor University 1974 — 1978
BS
D'Amore-McKim School of Business at Northeastern University
Business
College Essay Coaching 2005 - Present
Wachovia Securities( formerly I/JL) May 1981 - February 2002
Interstate/Johnson Lane 1981 - 2002
Interstate/Johnson Lane (IJL) 1981 - 2002
Skills
Strategic Planning, Editing, Team Building, Leadership, Public Speaking, Leadership Development, Coaching, Customer Service
Education
University of North Carolina at Chapel Hill 1973 — 1975
BA, Education
St. Mary's School 1969 — 1973
Duncklee & Dunham, P.C. November 2013 - Present
Integrated Technical Services October 1996 - October 2013
Interstate/Johnson Lane 1987 - 1990
Barclays American Corporation 1981 - 1987
Skills
QuickBooks, Microsoft Excel, Full-Charge Bookkeeping, Accounts Receivable, Accounts Payable, Payroll, Sales & Use Tax, Financial Reporting, Bank Reconciliation, Employee Benefits, Time Management
Education
University of North Carolina at Charlotte 1980 — 1981
Bachelor of Science (BS), Accounting
North Carolina State University 1977 — 1980
Bachelor of Arts (B.A.), Economics with a concentration in Accounting
Boxwood Research 2007 - Present
Jewelcor Management/Holtzman Opportunity Fund 2006 - 2007
Stanford Group Company January 2003 - July 2005
Wachovia Securities April 1999 - 2002
Interstate/Johnson Lane November 1998 - April 1999
Southeast Research Partners 1994 - 1998
Claire's Accessories 1988 - 1993
Skills
Mergers & Acquisitions, Venture Capital, Finance, Investments, Press Releases, Equity Research, Hedge Funds, Financial Modeling, Equities, Valuation, Private Equity, Corporate Development, Corporate Finance, Fixed Income, Asset Management, Trading, Emerging Markets, Securities, Portfolio Management, Capital Markets, Series 7, Equity Valuation, Bloomberg, Investment Management, Financial Markets, Private Placements, Due Diligence, IPO, Alternative Investments
Education
University of Miami School of Law 1990 — 1993
JD, Law
University of Richmond - Robins School of Business 1982 — 1986
Bachelor of Science, Finance and Marketing
University of Pennsylvania
W. A. McDaniel & Company. LLC August 1994 - Present
Interstate/Johnson Lane September 1992 - June 1994
Liberty Properties Group October 1987 - December 1991
Skills
Brokerage, Disposition, Investment Properties, Real Estate Transactions, Location Intelligence, Real Estate, Leases, Commercial Real Estate, Real Estate Development
Education
Appalachian State University 1966 — 1971
BS MA, Economics & Business
West Mecklenburg High School 1963 — 1966
American Working Capital, LLC 2010 - Present
KPMG Corporate Finance LLC 2006 - 2010
Duff & Phelps 2002 - 2006
Wachovia Securities Financial Network 1999 - 2002
Interstate/Johnson Lane 1977 - 1999
Salomon Brothers 1976 - 1977
Skills
M&A Negotiations, M&A execution, Private Equity, Public Equity Offerings, Recapitalizations, Strategic Business..., Fairness Opinions, ESOP, Capital Markets, Mergers & Acquisitions, Equity Capital Markets, Corporate Finance
Education
University of Pennsylvania - The Wharton School 1972 — 1976
Bachelor of Science (BS), Economics
The Lovett School 1967 — 1972
Westwood Holdings Group, Inc January 2013 - Present
Columbia Management May 2010 - January 2013
Columbia Management March 2005 - May 2010
Columbia Management March 2000 - March 2005
Putnam Investments 1994 - 2000
UVEST Brokerage 1992 - 1994
Interstate/Johnson Lane 1990 - 1992
Skills
Mutual Funds, FINRA, Wealth Management, Banking, Investments, Portfolio Management, Strategic Planning, Series 63, Series 7, Insurance, Alternative Investments, Separately Managed..., Asset Allocation
Education
Rensselaer Polytechnic Institute
Bachelor of Science (B.S.), Management
St. John's Cathedral Bookstore January 2012 - Present
Sterne Agee 1991 - 1998
Interstate/Johnson Lane 1984 - 1991
Federal Reserve Bank of Atlanta 1982 - 1984
Skills
Research, Microsoft Excel, Social Media, Microsoft Office, Customer Service, Public Speaking, Marketing, Event Planning, PowerPoint, Retail, Sales, Strategic Planning
Education
Agnes Scott College 1979 — 1983
B.A., Economics