Interstate/Johnson Lane

Interstate/Johnson Lane List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Interstate/Johnson Lane. You can filter them based on skills, years of employment, job, education, department, and prior employment.

Interstate/Johnson Lane Salaries. You can even request information on how much does Interstate/Johnson Lane pay if you want to. Learn about salaries, pros and cons of working for Interstate/Johnson Lane directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

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

Employee
Years
Job
Industry
TRACI TAYLOR WELCH TRACI TAYLOR WELCH Muscle Shoals, Alabama Details
TRACI TAYLOR WELCH's Interstate/Johnson Lane Experience June 1996 - July 1999
Job Quality Service Programs Manager at Regions Financial Corporation
Industry Financial Services
Experience
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

Cherie Douthit Cherie Douthit Albany, Georgia Area Details
Cherie Douthit's Interstate/Johnson Lane Experience 1997 - 2001
Job Pharmaceutical Sales Specialist at AstraZeneca
Industry Pharmaceuticals
Experience
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

Mary Jo Baumann Mary Jo Baumann Charlotte, North Carolina Area Details
Mary Jo Baumann's Interstate/Johnson Lane Experience 1996 - 2000
Job Vice President at Wells Fargo
Industry Financial Services
Experience
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

Carla Griffin Carla Griffin Charlotte, North Carolina Area Details
Carla Griffin's Interstate/Johnson Lane Experience 1983 - 1991
Job Water Island Capital Regional Vice President
Industry Financial Services
Experience
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

Liz Lewis Liz Lewis Charlotte, North Carolina Details
Liz Lewis's Interstate/Johnson Lane Experience June 1985 - October 1991
Job Social Media and Online Marketing Professional, Focused on Helping Organizations Prosper using Digital Communication
Industry Online Media
Experience
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

Heather Drew Heather Drew New York, New York Details
Heather Drew's Interstate/Johnson Lane Experience December 1986 - November 1990
Job Director Product Management at Medscape
Industry E-Learning
Experience
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

Dimitri. Triantafyllides, CFA Dimitri. Triantafyllides, CFA Charlotte, North Carolina Area Details
Dimitri. Triantafyllides, CFA's Interstate/Johnson Lane Experience 1993 - 1997
Job Principal, Sixty Guilders Management, LLC
Industry Financial Services
Experience
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

Dick Layton Dick Layton Atlanta, Georgia Details
Dick Layton's Interstate/Johnson Lane Experience April 1987 - October 1989
Job Director at Public Financial Management, Inc.
Industry Financial Services
Experience
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

Jim Shoemaker, CIMA Jim Shoemaker, CIMA Charlotte, North Carolina Details
Jim Shoemaker, CIMA's Interstate/Johnson Lane Experience August 1990 - January 1992
Job Financial Advisor | Associate Vice President
Industry Financial Services
Experience
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

SENG MANIVONG SENG MANIVONG Washington D.C. Metro Area Details
SENG MANIVONG's Interstate/Johnson Lane Experience February 1989 - September 1998
Job Analysts at PPC
Industry Information Technology and Services
Experience
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 A. Rodgers, III, Esq. John A. Rodgers, III, Esq. Charlotte, North Carolina Area Details
John A. Rodgers, III, Esq.'s Interstate/Johnson Lane Experience May 1997 - June 2005
Job Principal at John Rodgers & Associates
Industry Legal Services
Experience
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

John DeLoach John DeLoach Savannah, Georgia Area Details
John DeLoach's Interstate/Johnson Lane Experience January 1992 - January 1998
Job Senior Sales/Device Rep at SanofiAventis Pharmaceuticals
Industry Pharmaceuticals
Experience
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

Clay Mobley Clay Mobley Savannah, Georgia Area Details
Clay Mobley's Interstate/Johnson Lane Experience October 1994 - March 1998
Job Coastal Director at Georgia Conservancy
Industry Nonprofit Organization Management
Experience
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

Michael Cress Michael Cress Greater Atlanta Area Details
Michael Cress's Interstate/Johnson Lane Experience January 1996 - January 1999
Job President at Cress Corporation
Industry Hospital & Health Care
Experience
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

Sheila Raymond Sheila Raymond Sunnyvale, California Details
Sheila Raymond's Interstate/Johnson Lane Experience 1990 - 1995
Job Owner and Independent Equity Consultant at Swift Equity Solutions
Industry Accounting
Experience
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

Jan Verbeck Jan Verbeck Anderson, South Carolina Details
Jan Verbeck's Interstate/Johnson Lane Experience April 1993 - August 1998
Job Director of Volunteer Services at AnMed Health
Industry Hospital & Health Care
Experience
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

Patrick Rau Patrick Rau Charlotte, North Carolina Details
Patrick Rau's Interstate/Johnson Lane Experience 1991 - 1993
Job
Industry Investment Management
Experience
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

Edwin A. Dalrymple, Jr. Edwin A. Dalrymple, Jr. Charlotte, North Carolina Area Details
Edwin A. Dalrymple, Jr.'s Interstate/Johnson Lane Experience 1990 - 1998
Job Managing Director Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Barbara Horne-Stead, CPA, MBA, CSSGB Barbara Horne-Stead, CPA, MBA, CSSGB Greensboro/Winston-Salem, North Carolina Area Details
Barbara Horne-Stead, CPA, MBA, CSSGB's Interstate/Johnson Lane Experience June 1995 - April 1999
Job Senior Vice President, Financial Executive Reconcilement at BB&T
Industry Financial Services
Experience
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

Bob Brietz Bob Brietz Charlotte, North Carolina Area Details
Bob Brietz's Interstate/Johnson Lane Experience March 1968 - October 1986
Job VP at Bank of America
Industry Banking
Experience
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

Liz Merritt, CFE Liz Merritt, CFE Charlotte, North Carolina Area Details
Liz Merritt, CFE's Interstate/Johnson Lane Experience 1991 - 1997
Job Manager, Internal Audit Financial Crimes
Industry Financial Services
Experience
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

Jane Bottorf Whittemore Jane Bottorf Whittemore Richmond, Virginia Area Details
Jane Bottorf Whittemore's Interstate/Johnson Lane Experience 1991 - 2002
Job Financial Services Professional
Industry Financial Services
Experience
Wachovia Securities  1991 - Present
Interstate/Johnson Lane   1991 - 2002

Education
Randolph-Macon College   1984 — 1988

Jon Utley Jon Utley Charlotte, North Carolina Area Details
Jon Utley's Interstate/Johnson Lane Experience 1993 - 2001
Job Line of Business Relationship Manager at Wells Fargo Bank
Industry Real Estate
Experience
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

Cameron Wilkinson Cameron Wilkinson Charlotte, North Carolina Area Details
Cameron Wilkinson's Interstate/Johnson Lane Experience 1981 - 2002
Job College Essay Coach
Industry Education Management
Experience
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

Shirley Mason Williams Shirley Mason Williams Apex, North Carolina Details
Shirley Mason Williams's Interstate/Johnson Lane Experience 1987 - 1990
Job Accountant at Duncklee & Dunham, P.C.
Industry Environmental Services
Experience
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

David Buchsbaum David Buchsbaum West Palm Beach, Florida Area Details
David Buchsbaum's Interstate/Johnson Lane Experience November 1998 - April 1999
Job Principal at Boxwood Research
Industry Venture Capital & Private Equity
Experience
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

Richard Derrick Richard Derrick Greenville, South Carolina Area Details
Richard Derrick's Interstate/Johnson Lane Experience September 1992 - June 1994
Job Broker Associate at W. A. McDaniel & Company. LLC
Industry Commercial Real Estate
Experience
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

Richard Steingraber Richard Steingraber Greater Atlanta Area Details
Richard Steingraber's Interstate/Johnson Lane Experience 1977 - 1999
Job Partner at American Working Capital, LLC
Industry Investment Banking
Experience
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

Jeff Gubala Jeff Gubala Dallas/Fort Worth Area Details
Jeff Gubala's Interstate/Johnson Lane Experience 1990 - 1992
Job Vice President Westwood Holdings Group
Industry Financial Services
Experience
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

Kathryn Bissette Kathryn Bissette Jacksonville, Florida Area Details
Kathryn Bissette's Interstate/Johnson Lane Experience 1984 - 1991
Job Bookstore Manager, St. John's Cathedral Bookstore
Industry Retail
Experience
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