Legg Mason Wood Walker

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Legg Mason Wood Walker Employees

Employee
Years
Job
Industry
James R Lamar James R Lamar New York, New York Details
James R Lamar's Legg Mason Wood Walker Experience 2003 - 2005
Job Analyst at Gilder Gagnon Howe
Industry Investment Management
Experience
Gilder Gagnon Howe  May 2011 - Present
Severn River Capital   2010 - 2011
HHR Asset Management   2005 - 2009
Legg Mason Wood Walker   2003 - 2005
US Navy  1995 - 2003

Skills
Equities, Investments, Financial Modeling, DoD, Series 7, Risk Management, Portfolio Management, Business Development, Financial Analysis, Economics, Business Strategy, Project Management, Data Analysis, Statistics, Market Analysis, Equity Research, Valuation

Education
Indiana University Bloomington   2001 — 2003
Master of Business Administration (M.B.A.)

United States Air Force Academy   1991 — 1995
Bachelor's degree

Regina Tsai Regina Tsai San Francisco, California Details
Regina Tsai's Legg Mason Wood Walker Experience June 2003 - July 2004
Job Wealth Manager at USAA
Industry Financial Services
Experience
USAA  December 2013 - Present
Mutual of America  March 2007 - November 2013
Financially Fair Divorce, LLC   June 2004 - February 2007
Legg Mason Wood Walker   June 2003 - July 2004

Education
Georgetown University   2001 — 2003

University of Florida   1997 — 2001

Tom McCarthy` Tom McCarthy` Baltimore, Maryland Area Details
Tom McCarthy`'s Legg Mason Wood Walker Experience July 1998 - August 2001
Job Financial Analyst at Legg Mason Investment Counsel
Industry Financial Services
Experience
1919 Investment Counsel  October 2007 - Present
Legg Mason  August 2001 - October 2007
Legg Mason Wood Walker   July 1998 - August 2001

Education
University of Baltimore   2005 — 2006
Graduate Certificate, Accounting

Towson University   1994 — 1996
Bachelor of Science (B.S.), Business Administration

Nicholas Pitsilos Nicholas Pitsilos Bethlehem, Pennsylvania Details
Nicholas Pitsilos's Legg Mason Wood Walker Experience December 2001 - June 2003
Job Account Manager at Meier & Dutch Wholesale Cigar
Industry Tobacco
Experience
Meier & Dutch Wholesale Cigar   November 2012 - Present
Cigars International  August 2011 - November 2012
Supermedia  March 2011 - May 2011
Nationwide Financial Network  November 2005 - October 2010
Lehigh Valley Financial Group  December 2003 - November 2005
Self - employed  June 2003 - December 2003
Legg Mason Wood Walker   December 2001 - June 2003
Summit Financial Resources  September 1998 - December 2001
Moravian College  May 1997 - July 1998
Circuit City Stores  March 1996 - May 1997

Skills
Strategic Financial..., Investments, Time Management, Retirement Planning, Insurance, Wealth Management, Asset Managment, Portfolio Management, Fixed Annuities, Estate Planning, Mutual Funds, Risk Management, Series 7, Life Insurance, Financial Analysis, Investment Advisory, Retirement, Financial Planners, Marketing, Employee Benefits

Education
Moravian College   1996 — 1998
MBA

Lehigh University   1985 — 1989
BS; MBA, Finance

Sheron McCartha Sheron McCartha Portland, Oregon Area Details
Sheron McCartha's Legg Mason Wood Walker Experience June 1980 - March 1987
Job CEO Digital Imagination Publishing, Writer and Editor
Industry Writing and Editing
Experience
Gallery International   June 2000 - January 2009
Legg Mason Wood Walker   June 1980 - March 1987
Continental Federal   1978 - 1980
Bradford High School  1969 - 1977

Skills
Books, Publishing, Art, Fiction, Creative Writing, Blogging, Writing, Editing, Short Stories, Text Editing, Poetry, Freelance Writing, Copy Editing, Science Fiction, Storytelling, Published Author, Ebooks, Manuscript, Rewriting, Content Writing, Publications, Proofreading, Line Editing, Novels, Newsletters, Literary Fiction, Grammar, Editorial, Literature, Online Publishing, Copywriting, Book Reviews, Fiction Writing, Creative Writer, Magazine Articles, Journalism, Critique, Book Writing, Non-fiction, Content Development, Web Content, Newspapers, Self-publishing, Paranormal Romance

Education
University of Florida   1964 — 1970
MA ed, English, Speech & Journalism

Martha Busser Martha Busser Bethesda, Maryland Details
Martha Busser's Legg Mason Wood Walker Experience September 1998 - January 2005
Job First Vice President, Investment Officer
Industry Financial Services
Experience
Wells Fargo Advisors  March 2013 - Present
Wells Fargo Advisors  September 2009 - March 2013
UBS  January 2005 - September 2009
Legg Mason Wood Walker   September 1998 - January 2005

Education
University of Maryland College Park   1982 — 1986

Jack Oakes Jack Oakes Charlottesville, Virginia Details
Jack Oakes's Legg Mason Wood Walker Experience June 1996 - August 1999
Job Helping the Darden School of Business achieve its mission to improve the world.
Industry Higher Education
Experience
University of Virginia Darden School of Business  June 2015 - Present
University of Virginia Darden School of Business  February 2005 - June 2015
A.N. Culbertson & Company   2001 - 2004
Red Hat  1999 - 2001
Legg Mason Wood Walker   June 1996 - August 1999
T. Rowe Price  March 1994 - March 1996
Procter & Gamble  June 1989 - March 1994

Skills
Marketing Communications, Customer Relations, Career Counseling, Business Strategy, Marketing Strategy, Strategic Consulting, Strategic Planning, Leadership, Market Research, Management, Public Speaking, Business Planning, Financial Modeling, Start-ups, Customer Service, Recruiting, Public Relations, Strategy, CRM, Marketing, Cross-functional Team...

Education
University of Virginia   1987 — 1989
MA, East Asian Studies

University of Virginia - Darden Graduate School of Business Administration   1986 — 1989
MBA, Business Administration and Management, General

Dartmouth College   1978 — 1982
BA, History

Landon School   1973 — 1978

Jeff Ansary Jeff Ansary Washington D.C. Metro Area Details
Jeff Ansary's Legg Mason Wood Walker Experience March 1998 - November 2000
Job Managing Director at Ansaco, LLC
Industry Real Estate
Experience
Ansaco, LLC   September 2014 - Present
Hyatt Hotels Corporation  February 2008 - September 2014
Marriott International  July 2005 - January 2008
Agentrics LLC (Formerly WWRE - formed thru merger with GNX)   November 2000 - June 2005
Legg Mason Wood Walker   March 1998 - November 2000

Skills
Finance, Valuation, Asset Managment, Acquisitions, Forecasting, Real Estate Development, Hospitality Industry, Corporate Strategy, Business Planning, Hotels, Business Strategy, Financial Analysis, Asset Management, Due Diligence

Education
Georgia State University - J. Mack Robinson College of Business   1996 — 1998
MBA

Emory University   1992 — 1996
BA

Sheldon Lehman Sheldon Lehman York, Pennsylvania Details
Sheldon Lehman's Legg Mason Wood Walker Experience February 1995 - November 2005
Job Managing Partner at LEHMAN CAPITAL ADVISORS, LLC
Industry Investment Management
Experience
LEHMAN CAPITAL ADVISORS, LLC   June 2008 - Present
Heritage Wealth Advisers, LLC   November 2005 - May 2008
Legg Mason Wood Walker   February 1995 - November 2005

Skills
Alternative Investments, Investments, Strategic Planning, Financial Planning, Wealth Management, Management, Retirement Planning, Insurance, Marketing, Leadership, Portfolio Management

Education
Mount Saint Mary's College   1990 — 1994
Master of Business Administration (MBA), Finance, General

Michael Emerson Michael Emerson Greater Boston Area Details
Michael Emerson's Legg Mason Wood Walker Experience June 2004 - January 2005
Job VP, Head of North American Portfolio Specialists and Analysts at SSgA
Industry Financial Services
Experience
State Street Global Advisors  July 2014 - Present
MFS Investment Management  January 2007 - June 2014
MFS Investment Management  January 2007 - January 2009
MFS Investment Management  January 2005 - January 2007
Legg Mason Wood Walker   June 2004 - January 2005
Mellon Financial  June 1997 - September 2000

Skills
Trading Systems, Financial Accounting, Investments, Portfolio Management, Financial Services, Management, Equities, Mutual Funds, Fixed Income, Asset Management, Trading, Bloomberg, Finance

Education
Clark University   1991 — 1995
BA, Economics

Rebecca Klahn Rebecca Klahn Lynchburg, Virginia Details
Rebecca Klahn's Legg Mason Wood Walker Experience April 2002 - December 2005
Job Regional Director Assistant at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co.   December 2009 - Present
Morgan Stanley Smith Barney  January 2009 - December 2009
Citi Group Global Markets   April 2008 - January 2009
Citti Global Markets   December 2005 - April 2008
Legg Mason Wood Walker   April 2002 - December 2005

Skills
Series 7, Wealth Management, Investments, Mutual Funds, Series 9, Series 10, Managed Futures, Series 66

Education
Radford University   1991 — 1995
Bachelor of Science (BS), Broadcast Journalism & Psychology

Castlewood High

Joseph Moorman Joseph Moorman Washington D.C. Metro Area Details
Joseph Moorman's Legg Mason Wood Walker Experience March 2001 - October 2004
Job IT Director at Covenant Life Church
Industry Religious Institutions
Experience
Covenant Life Church  October 2004 - Present
Legg Mason Wood Walker   March 2001 - October 2004
MTI  January 1998 - March 2001

Skills
HTML, CSS, Teaching, Active Directory, Microsoft SQL Server, Microsoft Exchange, Microsoft Technologies, Server Administration, SharePoint Server, Windows Server, Windows 7, Windows 8, Mac OS, Mac, Mac OS X Server, Unix Administration, Linux System..., VMware vSphere, Veeam, Barracuda Spam Firewall, IBM Tivoli, IBM AIX, Centricity, EMRs, Dell PowerEdge Servers, SAN, iSCSI, Cisco Technologies, Cisco IOS, Cisco Routers, Cisco ASA, Cisco Wireless, Wireless Networking, Security, SNA

Education
Strayer University   2001 — 2005
Bachelor of Science (BS), Information Technology

St. John's College High School   1979 — 1982

Robert Dickey Robert Dickey New York, New York Details
Robert Dickey's Legg Mason Wood Walker Experience 1992 - 1996
Job Chief Financial Officer at NeoStem, Inc.
Industry Biotechnology
Experience
Sanuthera, Inc.   2013 - Present
NeoStem, Inc.   August 2013 - January 2015
Hemispherx Biopharma, Inc.   November 2008 - August 2013
StemCyte, Inc.   July 2007 - October 2008
Locus Pharmaceuticals  November 2004 - June 2007
Protarga, Inc.   1996 - 2005
Legg Mason Wood Walker   1992 - 1996
Lehman Brothers  1985 - 1992

Skills
Fundraising, Intellectual Property, Financial Reporting, Investment Banking, Venture Capital, Life Sciences, IPO, Biotechnology, Strategic Planning, M&A experience, Chapter 11, Restructuring, Licensing, Start-ups, International Joint..., Oncology, Lifesciences, Entrepreneurship, Due Diligence, Business Development, Finance, Investments, Joint Ventures, Strategy, Corporate Development, Executive Management, Private Equity, Leadership, Acquisition Integration, Pharmaceutical Industry, Corporate Finance, Mergers & Acquisitions

Education
Princeton University
BA, Economics

University of Pennsylvania - The Wharton School
MBA, Finance

Jon Kurzmann Jon Kurzmann Baltimore, Maryland Area Details
Jon Kurzmann's Legg Mason Wood Walker Experience January 1986 - January 1990
Job Adjunct Professor at Harford Community College
Industry Marketing and Advertising
Experience
Harford Community College  September 2014 - Present
Dollars In Your Attic   September 2011 - Present
The Examiner  2010 - 2011
Asset Management Services   July 2009 - August 2010
Merrill Lynch2003-2009   2003 - 2009
Wachovia Securities  January 1999 - January 2003
Alex Brown & Sons  January 1990 - January 1999
Legg Mason Wood Walker   January 1986 - January 1990
Harman Specialty Metals Group   January 1981 - January 1986

Skills
Management, Program Management, Forecasting, Risk Management, Marketing, Training, Budgets, Sales, Recruiting, Fundraising, Sales Management, Analysis, Nonprofits, Accounting, Financial Analysis, Time Management, Due Diligence, Risk Analysis

Education
The Johns Hopkins University   1984 — 1986
Masters of Administrative Science, Finance

Towson State University   1977 — 1981
Bachelors of Science, Business Administration

Calvert Hall College H.S   1972 — 1976
H.S. Diploma

Melissa Seiler Melissa Seiler Greensboro/Winston-Salem, North Carolina Area Details
Melissa Seiler's Legg Mason Wood Walker Experience October 1994 - February 1999
Job
Industry Security and Investigations
Experience
N.C. Bail Agents Association   May 2014 - Present
Angels Bail Bonding   September 2002 - Present
A.G. Edwards & Sons, Inc.   February 1999 - August 2002
Legg Mason Wood Walker   October 1994 - February 1999

Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training

Education
Rockingham Community College   2000 — 2003
Associate of Science (A.S.), Criminal Justice Technology

Bennett College for Women

Emery Rudolph Sr. Emery Rudolph Sr. Washington D.C. Metro Area Details
Emery Rudolph Sr.'s Legg Mason Wood Walker Experience 2003 - 2004
Job
Industry Higher Education
Experience
University of Maryland College Park (UMD)   October 2012 - Present
University of Maryland University College  December 2005 - October 2012
General physics  March 2004 - November 2005
Legg Mason Wood Walker   2003 - 2004
Aether Systems  2001 - 2003
T. Rowe Price  2000 - 2001
RWD Technologies  1998 - 2000
Signal Corp  1996 - 1998
United Parcel Service - Burtonsville, MD   1984 - 1995

Skills
Unix, SDLC, Network Security, Disaster Recovery, Integration, Linux, Security, Solaris, Data Center, Cloud Computing, Virtualization, SQL, Enterprise Architecture, System Administration, VMware, IT Strategy, Government, Federal Government, Software Integrations, Higher Education, Red Hat Linux, HP-UX, AIX, Staff Management, Staff Development, Oracle Enterprise..., Oracle RAC, Oracle, Windows Server, IT Management, IT Operations, IT Audit, IT Solutions

Education
University of Maryland Baltimore County   2009 — 2011
Masters

University of Maryland University College   2002 — 2007
BS

University of Maryland College Park   1983 — 1986

Daniel W Spainhour Daniel W Spainhour Washington D.C. Metro Area Details
Daniel W Spainhour's Legg Mason Wood Walker Experience 1996 - 2005
Job Chartered Advisor in Philanthropy®, Account Executive at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott  August 2009 - Present
Morgan Stanley Smith Barney  2009 - August 2009
Citi Smith Barney  2005 - 2009
Legg Mason Wood Walker   1996 - 2005
Insteel Wire Products  1993 - 1996

Skills
Wealth Management, Retirement, Strategic Financial..., Retirement Planning, Series 7, Estate Planning, Mutual Funds, Investment Advisory, Asset Management, Series 65, Asset Allocation, Fixed Annuities, Investment Strategies, Series 63, Securities, Alternative Investments, Financial Advisory, Variable Annuities, Uniform Combined State..., FINRA, 401k, ETFs, Life Insurance

Education
Florida State University   1984 — 1988

Kelly Neylan Kelly Neylan Columbia, Maryland Details
Kelly Neylan's Legg Mason Wood Walker Experience 1999 - 2000
Job Yoga Instructor at Columbia Association and Haven on the Lake
Industry Alternative Medicine
Experience
Lasting Light Wellness (formerly Lastng Light Yoga and Reiki)   January 2002 - Present
Columbia Association and Haven on the Lake   January 2002 - Present
Columbia Association  2011 - May 2015
Howard Community College  July 2010 - 2012
Self-employed  2006 - June 2009
Commerce One  2000 - 2002
Legg Mason  January 1998 - January 2000
Legg Mason Wood Walker   1999 - 2000
T. Rowe Price  June 1991 - January 1998

Skills
Teaching, Reiki, Business Analysis, Financial Analysis, Meditation, Wellness, Public Speaking, Blogging, Social Networking, Writing, Social Media Marketing, Stress Management, Personal Development, Holistic Health, Social Media, Research, Event Planning, Entrepreneur, Marketing Strategy, Fitness, Public Relations, Wellness Coaching, Online Marketing, Copywriting, Marketing Communications, Strategic Planning, Healing, Advertising, Facebook, Treatment, Yoga, Energy Healing, Technical Writing, Health, Lifestyle, Entrepreneurship, Alternative Medicine, Wellbeing, Chronic Illness, Relaxation, Bodywork, Pain Management, Workshops, Lifestyle Coaching, Hatha Yoga, Stress, Nutrition, Pilates, Supplements, Herbal

Education
Temple of Kriya Yoga   2001 — 2003
Yoga Instructor, Yoga and Meditation

Loyola University Maryland   1996 — 1999
MBA, Management and international business

York College of Pennsylvania   1989 — 1994
BS, Marketing & Management

Towson High School   1985 — 1989
HS Diploma, College Prep

St. Pius X   1976 — 1985

LeRoy

Yoga

Yoga

Yoga

Yoga

John McNichol John McNichol Greater Philadelphia Area Details
John McNichol's Legg Mason Wood Walker Experience December 1984 - March 1986
Job Fixed Income Trader and Municipal Principal at Coastal Equities, Inc.
Industry Financial Services
Experience
Coastal Equities, Inc.   February 2010 - Present
VANGUARD GROUP ................ .... 2004   September 2004 - September 2008
INVESTEC INC   March 1999 - July 2003
DISCOUNT MUNIBROKERS   January 1997 - March 1999
LEGG MASON INC  November 1993 - June 1996
A. WEBSTER DOUGHERTY AND CO. INC   November 1987 - October 1993
E.F. Hutton Group   March 1986 - November 1987
Legg Mason Wood Walker   December 1984 - March 1986
Kidder, Peabody & Co. Inc   June 1978 - December 1984

Skills
FINRA Series 7, FINRA Series 24, FINRA Series 53, FINRA Series 63, FINRA Series 52, Asset Allocation, Investment Strategies, Bonds, Fixed Income, Securities, Series 7, Series 63, Investment Advisory, Mutual Funds, Series 24, Wealth Management, Investments, FINRA, Asset Management, ETFs

Education
Mount St. Mary's University   1973 — 1977
Bachelor of Arts, History

Monsignor Bonner High School   1969 — 1973

Betsy Santillo Amato Betsy Santillo Amato Pittsburgh, Pennsylvania Details
Betsy Santillo Amato's Legg Mason Wood Walker Experience October 2002 - August 2005
Job Finance Manager at PNC
Industry Banking
Experience
PNC  May 2013 - Present
Liberty Mutual Insurance Group  June 2012 - May 2013
McGuire Memorial  August 2009 - December 2012
Our Lady of the Sacred Heart High School  June 2008 - June 2011
Oakland Catholic High School, Inc.   January 2008 - June 2008
PNC Capital Markets  August 2005 - January 2008
Legg Mason Wood Walker   October 2002 - August 2005
Commonwealth Securities & Investments, Inc.   June 1997 - September 2002

Skills
Financial Modeling, Financial Analysis, Strategic Planning, Budgeting, Strategic Consulting, Business Development, Banking

Education
Carnegie Mellon University - Tepper School of Business   2000 — 2003
MBA, Finance and Marketing

Duquesne University   1992 — 1996
B.A., English and Communication

Richard B. Welsh Richard B. Welsh Baltimore, Maryland Area Details
Richard B. Welsh's Legg Mason Wood Walker Experience 1997 - 2007
Job President of Welsh Financial Group at LPL Financial
Industry Investment Management
Experience
Welsh Financial Group at LPL Financial   2011 - Present
UBS Financial Services, Inc.   2007 - 2011
Legg Mason Wood Walker   1997 - 2007
Partner's Consulting Group   1996 - 1997
The Investment Center, Inc.   1990 - 1996
Chubb Insurance Company  1983 - 1989

Skills
Wealth Management, Retirement Planning, Investments, Finance, Investment Management, Series 7, Mutual Funds, Financial Services, Series 63, Investment Advisory, Securities, Portfolio Management, Asset Allocation, Estate Planning, Strategic Financial..., Financial Advisory, Asset Managment, Alternative Investments, Fixed Income, Financial Analysis, Long Term Care Insurance

Education
Chubb Institute of Computer Technology
Computer Programer, Computer Programming COBAL, IJL, etc.

Rutgers, The State University of New Jersey-New Brunswick   1989 — 1989

Bernards High School

Christy Hobbs Powell, CFA Christy Hobbs Powell, CFA Washington D.C. Metro Area Details
Christy Hobbs Powell, CFA's Legg Mason Wood Walker Experience January 1990 - January 1991
Job Vice President, Portfolio Manager at Sandy Spring Trust
Industry Financial Services
Experience
Sandy Spring Bank  August 2015 - Present
Sandy Spring Bank  June 2013 - Present
Capital One Financial Advisors  December 2009 - May 2012
Chevy Chase Bank  October 2006 - May 2010
Newby & Company   January 1993 - January 2004
Newby & Company   January 1991 - January 1993
Legg Mason Wood Walker   January 1990 - January 1991

Skills
Series 7, FINRA, Securities, Equities, Asset Managment, Investments, Strategic Financial..., Wealth Management, Financial Analysis, SEC filings, Mutual Funds, Finance

Education
University of Maryland College Park   1986 — 1990
BS, Finance

Fonda Campbell Fonda Campbell Baltimore, Maryland Area Details
Fonda Campbell's Legg Mason Wood Walker Experience September 1998 - March 2004
Job Global Investment Operations Lead Analyst at Legg Mason
Industry Financial Services
Experience
Legg Mason  September 2008 - July 2011
Legg Mason Asset Management  March 2004 - September 2008
Legg Mason Wood Walker   September 1998 - March 2004
Legg Mason  March 1995 - September 1998
First American Bank  January 1991 - September 1994

Skills
Problem Solving, Back Office, Securities, Portia, Trading, Investments, Wealth Management, Asset Management, Reconciliation, Bloomberg, Corporate Actions, Risk Management, Portfolio Management, Analysis, Financial Risk

Education
Tennessee State University
BA, Business Adminstration

Christine M Burghart Christine M Burghart Greater Philadelphia Area Details
Christine M Burghart's Legg Mason Wood Walker Experience February 1996 - June 2004
Job Registered Senior Admin Assistant at Wells Fargo Financial Network, LLC
Industry Financial Services
Experience
Wells Fargo Financial Network, LLC   June 2012 - Present
Wells Fargo Advisors  June 2004 - June 2012
Legg Mason Wood Walker   February 1996 - June 2004

Skills
Securities, Series 7, Investments, Financial Services, Wealth Management, Mutual Funds, Finance, Financial Analysis, Retirement Planning, Banking

Education
Bucks County Community College
Business

Jennifer Folsom Jennifer Folsom Washington D.C. Metro Area Details
Jennifer Folsom's Legg Mason Wood Walker Experience June 1997 - June 2000
Job Manager, Human Capital and Branding
Industry Staffing and Recruiting
Experience
Summit Consulting, LLC  March 2013 - Present
Radius Partners LLC   January 2013 - December 2013
Momentum Resources   January 2008 - February 2013
Parker Communications  September 2006 - June 2007
BearingPoint  October 2002 - May 2006
Friedman, Billings, Ramsey & Co   March 2001 - August 2001
Legg Mason Wood Walker   June 1997 - June 2000
McGinn Investment Management   1996 - 1997

Skills
Strategy, Partnerships, Change Management, Strategic Partnerships, Cross-functional Team..., Business Development, Finance, Recruiting, Mergers & Acquisitions, Management, Start-ups, Talent Acquisition, Leadership, Business Strategy, PMO, Project Management, Financial Modeling, Social Media Marketing, Program Management, Mergers, Government Contracting, Business Analysis, Marketing Communications, Staffing Services, Business Process..., Government, Budgets, DoD, Professional Services, Analysis, Consulting, Management Consulting, Entrepreneurship, Performance Management, Executive Management, Human Resources, Technical Recruiting, Strategic Planning

Education
Georgetown University   2000 — 2002
MBA, Finance

Randolph-Macon College   1993 — 1997
BA, Economics, Accounting, French

Charlottesville High School   1989 — 1993

Bob Elliott Bob Elliott Washington D.C. Metro Area Details
Bob Elliott's Legg Mason Wood Walker Experience August 1999 - June 2000
Job
Industry Real Estate
Experience
Washington Real Estate Investment Trust  November 2011 - Present
E-RE   July 2011 - Present
Clark Enterprises, Inc.   April 2009 - September 2011
JBG   June 2002 - February 2009
urbancapital   April 2001 - May 2002
BuildOnline   2000 - 2001
Legg Mason Wood Walker   August 1999 - June 2000
Murphy/Jahn, Inc.   May 1993 - June 1997
Murphy/Jahn, Inc.   July 1991 - June 1992

Skills
Real Estate Development, Real Estate Investment, Real Estate Finance, Real Estate Transactions, Real Estate Financing, Real Estate Investor, International Real..., Investment Banking, Architecture, Architectural Design, LEED AP, LEED Consulting, LEED, Real Estate, Corporate Real Estate, Real Estate Negotiation, Real Estate Operations, real estate asset..., Start-ups, Mixed-use, Investment Properties, Real Estate Economics, Commercial Real Estate, Property Management, Entitlements, Asset Management, Zoning, Architectures, Disposition, Landlords, Corporate Finance, Feasibility Studies, Leases, LEED Accredited, Brokerage, Construction Management, Due Diligence, Management

Education
University of Pennsylvania - The Wharton School   1997 — 1999
MBA

Rice University   1987 — 1993
B.A, B.Arch

William Schwartz [LION-TopLinked] +2.9K William Schwartz [LION-TopLinked] +2.9K Washington D.C. Metro Area Details
William Schwartz [LION-TopLinked] +2.9K's Legg Mason Wood Walker Experience January 1994 - January 1997
Job Mortgage Bankerskilled relationship manager<<>> ◄ Invite Me ► eastcoastmortgage@comcast.net
Industry Banking
Experience
East Coast Mortgage and Financial Services   March 2003 - Present
Executive Title Services, Inc.   January 2006 - January 2009
BBJ Mortgage   December 1997 - March 2003
Legg Mason Wood Walker   January 1994 - January 1997
Merril Lynch  January 1991 - January 1994
Legg Mason Wood Walker   January 1989 - January 1991
ChemLawn/Ecolabs   January 1983 - January 1989
Lanier Business Products  January 1982 - January 1983

Skills
Sales Management, Team Building, Rate Negotiation, Social Media, Communication, Presentation Skills, Mortgage Banking, Residential Mortgages, Salesforce.com, Excel, Outlook, PowerPoint, Microsoft Excel, Negotiation, Team Leadership, Investments, CRM, Leadership, Customer Service, Refinance, Finance, Real Estate, Sales, VA loans, Mortgage Lending, Management, Strategic Planning, FHA, USDA, Customer Satisfaction, Account Management, Recruiting, Risk Management, Banking, Executive Management, Contract Negotiation, Strategy, Performance Management, Small Business, VA Loans, Residential Homes, Process Improvement, Customer Retention, New Business Development, Marketing, Business Planning, Financial Analysis, Business Development, Strategic Financial..., Forecasting

Education
University of Delaware
BA

University of Delaware
Bachelor of Arts

Sasha Morrison-Mays Sasha Morrison-Mays West Palm Beach, Florida Details
Sasha Morrison-Mays's Legg Mason Wood Walker Experience July 2002 - August 2004
Job Registered Sales Associate at Neuberger Berman
Industry Financial Services
Experience
UBS Wealth Management  August 2014 - Present
Neuberger Berman  August 2004 - August 2014
Legg Mason Wood Walker   July 2002 - August 2004
Deutsche Bank  August 1998 - August 2002

Skills
Series 63, Mutual Funds, Equities, Securities, Fixed Income, Investments, Wealth Management, Alternative Investments, Asset Allocation, Uniform Combined State..., Bloomberg

Education
Florida Atlantic University

The University of Texas at San Antonio

Lindsay Flickinger Lindsay Flickinger Washington D.C. Metro Area Details
Lindsay Flickinger's Legg Mason Wood Walker Experience September 2002 - August 2003
Job Passionate and effective in Public Relations, Social Media Management and Marketing
Industry Public Relations and Communications
Experience
CityFlicker Freelance   June 2012 - Present
Allegheny Center Alliance Church  October 2008 - June 2012
Allegheny Center Alliance Church  October 2008 - September 2010
Bachman Builders, Inc   September 2003 - March 2005
Legg Mason Wood Walker   September 2002 - August 2003
ServiceLink  September 2001 - September 2002

Skills
Social Media, Project Coordination, Social Media Marketing, Marketing Communications, Creative Writing, Blogging, Public Relations, Public Speaking, Facebook, Event Planning, Marketing, Press Releases, Advertising, Editing, Leadership

Education
Georgetown University   2015 — 2016
Master's Degree, Public Relations and Corporate Communication

Geneva College   2005 — 2008
Bachelor of Science, Human Resources Management and Services, 3.89

Charles H. Jolly, Sr. Charles H. Jolly, Sr. Port Richey, Florida Details
Charles H. Jolly, Sr.'s Legg Mason Wood Walker Experience 1983 - 1985
Job Managing Principal, National Commercial Commodity Group
Industry Oil & Energy
Experience
Natcom lending   January 2009 - April 2011
Northstar Mortgage  April 2000 - May 2005
Turtle Creek Realty   December 1995 - December 2000
Charles H. Jolly and Associates   1985 - 1991
Legg Mason Wood Walker   1983 - 1985
Bache Halsey Stuart Shields   1980 - 1983

Skills
Loans, Refinance, Loan Origination, Mortgage, Credit, Commodity Markets, Mortgage Lending, Commercial Lending, Investments, Portfolio Management, Real Estate, Asset Management, Sales, Trading, Negotiation, Contract Negotiation, Business Planning, Business Strategy, Strategic Planning, Commodity, New Business Development

Education
GREENSBORO COLLEGE   1964 — 1968
Bachelor's Degree, economics, Graduated

Greensboro College   1964 — 1968
Bachlor's, Economics, Business, finance

University of North Carolina at Chapel Hill   1959 — 1960
Pre Law

Ben Blemker Ben Blemker Cincinnati, Ohio Details
Ben Blemker's Legg Mason Wood Walker Experience January 2002 - May 2006
Job Partner/COO at Formidable Asset Management
Industry Financial Services
Experience
BBK Capital Partners   July 2013 - March 2015
Raymond James  May 2006 - July 2013
Legg Mason Wood Walker   January 2002 - May 2006
Olde Discount Stockbrokers  January 1996 - January 2002

Skills
Investments, Securities, Wealth Management, Asset Allocation, Series 7, Investment Advisory, Retirement, Mutual Funds, Financial Analysis

Education
Miami University
Bachelor of Science, Finance

Indian Hill High School

Bob Pfeifer Bob Pfeifer Olney, Maryland Details
Bob Pfeifer's Legg Mason Wood Walker Experience February 1984 - July 1989
Job LPL Financial Branch Manager
Industry Financial Services
Experience
LPL Financial  November 2005 - Present
Summit Marketing  July 1989 - November 2005
Legg Mason Wood Walker   February 1984 - July 1989

Education
West Virginia University   1978 — 1980
BSBA, Finance

University of Maryland College Park   1975 — 1977

St John's College HS   1971 — 1975

Renee Ferrera Renee Ferrera Greater New Orleans Area Details
Renee Ferrera's Legg Mason Wood Walker Experience 1983 - 2000
Job Team Leader at Keller Williams Realty, CCWP
Industry Real Estate
Experience
Keller Williams Realty, CCWP   March 2005 - Present
Anytime Fitness  June 2009 - 2012
Legg Mason Wood Walker   1983 - 2000

Skills
Business Planning, Business Development, Capital Markets, Real Estate, Referrals, Sellers, Business Management..., Buyer Representation, First Time Home Buyers, Real Estate Transactions, Leadership, Personal Finance, Financial Analysis, Investment Properties, Selling, Relocation, Single Family Homes, Short Sales, Condos, REO, Foreclosures, Marketing

Education
University of New Orleans   1979 — 1982
Business, Computer Science

Barry Carpenter Barry Carpenter Greensboro/Winston-Salem, North Carolina Area Details
Barry Carpenter's Legg Mason Wood Walker Experience April 1999 - January 2002
Job Principal at Cascades Capital, LLC
Industry Investment Management
Experience
Cascades Capital, LLC   March 2013 - Present
Old North State Trust   January 2002 - March 2013
Legg Mason Wood Walker   April 1999 - January 2002

Skills
Customer Service, Portfolio Management, Asset Management, Retirement Planning, Retirement Savings, 401k, 401k Rollovers, Estate Planning, Financial Services, Investment Management, Finance, Strategic Financial..., Securities, Insurance, Financial Advisory, Series 7, High Net Worth..., Series 63

Education
Campbell University   2008 — 2008
2008 Trust School

East Carolina University   1984 — 1989
History Major

Carsten Nilsson Carsten Nilsson Baltimore, Maryland Area Details
Carsten Nilsson's Legg Mason Wood Walker Experience September 2000 - November 2001
Job Technology Trainer at Howard County Public Schools
Industry Computer Software
Experience
Howard County Public Schools  July 2008 - Present
Howard County Public School System  2008 - Present
Towson University  September 2006 - July 2008
Select* Associates   February 2003 - 2006
Legg Mason Wood Walker   September 2000 - November 2001
Deutsche Banc Alex. Brown  January 1998 - September 2000
CompUSA  August 1994 - January 1998

Skills
Training, Microsoft Office, Program Management, Management, Access, Instructional Technology, Microsoft Excel, Instructional Design, Educational Technology, Captivate, Public Speaking, Project Planning, E-Learning, Curriculum Design, Instructor-led Training, Project Management

Education
Towson University
BS, Education

Towson University
MS, Instructional Technology

Dawn Cleveland Dawn Cleveland Huntsville, Alabama Area Details
Dawn Cleveland's Legg Mason Wood Walker Experience 2004 - 2006
Job Registered Sales Assistant
Industry Financial Services
Experience
Oak Tree Financial LLC   February 2014 - 2015
Morgan Stanley Wealth Management  March 1995 - May 2012
Legg Mason Wood Walker   2004 - 2006

Skills
Series 7, Series 63, Uniform Combined State..., Wealth Management, Mutual Funds, Securities, Retirement Planning, 401k, Retirement, Fixed Annuities, Fixed Income, Equities, Investments, Financial Services, Asset Allocation, Investment Advisory, Financial Advisory, Strategic Financial..., Financial Planning

Education
University of Alabama in Huntsville   1988 — 1990
Computer Information Systems

Jacksonville State University

Maryjane Reichert, PMP Maryjane Reichert, PMP Norristown, Pennsylvania Details
Maryjane Reichert, PMP's Legg Mason Wood Walker Experience January 1999 - January 2000
Job Project Management Professional
Industry Financial Services
Experience
BD Consulting  April 2012 - December 2012
Ascensus (formally BISYS Retirement)   January 2010 - November 2011
Ascensus  January 2003 - January 2011
Ascensus  January 2000 - January 2003
Legg Mason Wood Walker   January 1999 - January 2000
Ascensus  January 1997 - January 1999
Ascensus  January 1995 - January 1997

Skills
MS Project, MS Office, Power Point, Visio, Borland Tempo, Quality Center, Software Development..., Business Management..., Quality Assurance, Service Management, Process Improvement, Problem Solving, Mentoring, Analysis, Team Leadership, Planning, Product Development, Waterfall, Compliance, Team Building, Software Implementation, User Acceptance Testing, Testing, Project Planning, PMP, PeopleSoft, Hiring, Agile, Customer Relations, Risk Management, Documentation, Change Management, Software Project..., Quality Management, Resource Management, Excel, Word, Customer Service, Risk Assessment, SDLC, Microsoft Excel, Microsoft Office, Software Documentation, Training, Leadership, PMO, Vendor Management, Business Process..., Access, Business Analysis

Education
Penn State
Project Management Professional (PMP)

Temple University
BA, Accounting

Fran Minakowski, APR, Fellow PRSA Fran Minakowski, APR, Fellow PRSA Baltimore, Maryland Area Details
Fran Minakowski, APR, Fellow PRSA's Legg Mason Wood Walker Experience 1991 - 1992
Job Special Assistant to the President/CEO at Maryland Public Television
Industry Marketing and Advertising
Experience
Maryland Public Television  July 2011 - Present
Alacarte Marketing Communications, LLC   February 2010 - Present
LederMark Communications, LLC   June 2008 - January 2010
Butler Capital Corporation  May 2004 - January 2008
Maryland Public Television  1999 - 2004
Allfirst Bank (former: Dauphin Deposit Bank)   1995 - 1998
The Bank of Baltimore   1993 - 1995
Legg Mason Wood Walker   1991 - 1992
Provident Bank of Maryland  1990 - 1991
Signet Bank/Maryland (former: Union Trust Bank)   1981 - 1989

Skills
Copywriting, Proofreading, Marketing Communications, Corporate Communications, Trade Show Management, Internal Communications, Public Relations, Advertising, Writing, Event Planning, Editing, Publications, Speech Writing

Education
Towson University   1966 — 1970
B.S., English

Jeffrey Albrecht Jeffrey Albrecht Bethesda, Maryland Details
Jeffrey Albrecht's Legg Mason Wood Walker Experience April 1998 - June 2002
Job Vice President Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab  July 2002 - Present
Legg Mason Wood Walker   April 1998 - June 2002

Education
University of Baltimore School of Law   2003 — 2007
JD, Law

University of Maryland College Park   1989 — 1993
BA, Economics

Amanda Cuthbertson Amanda Cuthbertson Washington D.C. Metro Area Details
Amanda Cuthbertson's Legg Mason Wood Walker Experience 1999 - 2001
Job Director, Investor Relations at American Capital
Industry Financial Services
Experience
American Capital  July 2004 - July 2010
Corporate Executive Board  January 2002 - June 2004
Mills Corporation  August 2001 - January 2003
Legg Mason Wood Walker   1999 - 2001

Education
University of Maryland College Park   1995 — 1999

Sara Zielske Richards, PMP Sara Zielske Richards, PMP Greater Atlanta Area Details
Sara Zielske Richards, PMP's Legg Mason Wood Walker Experience October 2004 - July 2006
Job Director of Merchandise Marketing at The Home Depot
Industry Retail
Experience
The Home Depot  April 2015 - Present
The Home Depot  August 2012 - April 2015
The Home Depot  March 2011 - August 2012
The Home Depot  February 2010 - March 2011
Social Venture Capital   December 2008 - February 2010
My husband and I took a sabbatical and traveled.   January 2008 - December 2008
T. Rowe Price  July 2006 - January 2008
Legg Mason Wood Walker   October 2004 - July 2006
JP Morgan  August 2003 - October 2004

Skills
Financial Analysis, Financial Modeling, Change Management, Strategic Planning, Business Development, Process Improvement, Strategy, Business Process..., Mergers & Acquisitions, Sales, Finance, Business Strategy

Education
Duke University   2000 — 2003
BA; Public Policy Studies

University of Pennsylvania   1999 — 2000

Curtis High School   1996 — 1999

Tana McKasson Tana McKasson United States Details
Tana McKasson's Legg Mason Wood Walker Experience September 1998 - July 2000
Job Director of Operations and Trading at Sonora Investment Management
Industry Investment Management
Experience
Sonora Investment Management   August 2013 - Present
First Analysis Securities Corp.   March 2007 - July 2011
Investment Management Executive Council of the Corporate Executive Board   May 2006 - March 2007
The Precursor Group   July 2000 - December 2005
Legg Mason Wood Walker   September 1998 - July 2000

Education
Allegheny College   1994 — 1998
Bachelor of Arts, Economics, International Studies, Spanish

Danielle Martino Whitmire, MBA Danielle Martino Whitmire, MBA Greater Philadelphia Area Details
Danielle Martino Whitmire, MBA's Legg Mason Wood Walker Experience May 2004 - August 2004
Job Vice President, Human Resources at Bank of America
Industry Human Resources
Experience
Bank of America  February 2015 - Present
Bank of America Merrill Lynch  February 2012 - February 2015
Bank of America Merrill Lynch  March 2010 - January 2012
Merrill Lynch  July 2008 - December 2009
Merrill Lynch  July 2006 - June 2008
Rider University  September 2002 - May 2006
Arista Marketing Company   June 2005 - August 2005
Legg Mason Wood Walker   May 2004 - August 2004

Skills
Recruiting, Training, Human Resources, Event Management, Public Speaking, Onboarding, Teamwork, Employee Engagement, College Recruiting, Leadership Development, Process Improvement, Microsoft Excel, Microsoft Office, PowerPoint, Outlook, Employee Training, Microsoft Word, HR Policies, Team Building, Management, Organizational..., Organizational..., Program Management, Interviews, Payroll

Education
Rider University   2006 — 2008
MBA, Marketing

Rider University   2002 — 2006
BS, Human Resource Management

Norristown   1998 — 2002
High School Diploma

Todd Smart Todd Smart Greater Chicago Area Details
Todd Smart's Legg Mason Wood Walker Experience 2004 - 2005
Job at Ziegler Capital Markets
Industry Investment Banking
Experience
Ziegler Capital Markets  March 2011 - Present
Hunter Bradley, LLC   May 2009 - March 2011
Oppenheimer & Co.   April 2007 - April 2009
Ryan Beck & Co., Inc.   2005 - 2006
Legg Mason Wood Walker   2004 - 2005
Ziegler Capital Markets Group   April 2000 - November 2004
Nine West Group Inc  September 1996 - December 1999

Skills
Capital Markets, Finance, Financial Analysis, Fixed Income, Investment Banking

Education
University of Illinois at Urbana-Champaign   1994 — 1996
MBA, Finance

Millikin University   1990 — 1994

Bill Passer Bill Passer Miami/Fort Lauderdale Area Details
Bill Passer's Legg Mason Wood Walker Experience August 1996 - December 1997
Job President, P3 Partners, Inc.
Industry Financial Services
Experience
P3 Partners, Inc.   2001 - Present
Genset Services, Inc.   April 2014 - September 2014
Burke Brands LLC   2012 - 2014
Aldor Solutions Corporation   January 2009 - December 2011
Layered Technologies, Inc.   January 2005 - December 2008
Maya Cinemas   2004 - 2005
Donaldson, Lufkin & Jenrette   1998 - 2001
Legg Mason Wood Walker   August 1996 - December 1997
Chemical Bank Corporation  1992 - 1994
The Weitzman Group, Inc.N   1990 - 1992

Skills
Mergers, Restructuring, Investment Banking, Strategic Planning, Contract Negotiation, Business Strategy, Financial Modeling, Valuation, Due Diligence, Financial Analysis, Budgeting, Fundraising, Finance, Negotiation, Mergers & Acquisitions, Budgets, Venture Capital, Equities, Start-ups, Entrepreneurship, Business Planning, Private Equity, Strategic Partnerships, Strategy, Investments, Management Consulting, Executive Management, Corporate Development, Corporate Finance, Competitive Analysis, M&A experience, Business Development, IPO, Acquisition Integration

Education
University of Virginia - Darden Graduate School of Business Administration   1994 — 1996
Master of Business Administration (MBA)

University of Pennsylvania - The Wharton School   1986 — 1990
B.S. Economics, Finance & Entrepreneurship

Detroit Country Day School   1976 — 1986
High School Diploma

Kyle Kaylor Kyle Kaylor Costa Mesa, California Details
Kyle Kaylor's Legg Mason Wood Walker Experience July 2003 - May 2004
Job Director at D.A. Davidson & Co.
Industry Investment Banking
Experience
D.A. Davidson & Co.   July 2014 - Present
SunTrust Robinson Humphrey  May 2013 - June 2014
Morgan Keegan  October 2010 - April 2012
Stifel Nicolaus  January 2009 - September 2010
CNL Financial Group  March 2008 - December 2008
Banc of America Securities  May 2004 - March 2008
Legg Mason Wood Walker   July 2003 - May 2004
United States Navy  August 1994 - December 2002
Northrop Grumman  June 1992 - June 1994
Hughes Aircraft Company  June 1991 - June 1992

Education
University of Maryland - Robert H. Smith School of Business   2001 — 2003
MBA, Finance

California State Polytechnic University-Pomona   1986 — 1991
BS, Aerospace Engineering

Sean FitzPatrick, CFA Sean FitzPatrick, CFA Washington D.C. Metro Area Details
Sean FitzPatrick, CFA's Legg Mason Wood Walker Experience 1999 - 2005
Job Investigator at Financial Industry Regulatory Authority
Industry Financial Services
Experience
Financial Industry Regulatory Authority  January 2005 - Present
Legg Mason Wood Walker   1999 - 2005
Wellington Management  1998 - 1999
First Data Investors Services Group   1996 - 1998
State Street Bank  1994 - 1996

Skills
Securities, FINRA, Investments, Bloomberg, Mutual Funds, Equities, Asset Managment, Derivatives, Securities Regulation, Asset Management, Fixed Income, Hedge Funds, Options, Financial Services, Financial Analysis, Alternative Investments, Risk Management, Management, Portfolio Management, Finance, Capital Markets, Due Diligence, Financial Modeling

Education
University of Notre Dame   1990 — 1994
BBA, Finance

Michelle June Michelle June Baltimore, Maryland Area Details
Michelle June's Legg Mason Wood Walker Experience January 2003 - August 2005
Job HR Specialist at Social Security Administration
Industry Human Resources
Experience
Social Security Administration  September 2005 - Present
Legg Mason Wood Walker   January 2003 - August 2005

Education
Mount St. Mary's University   1999 — 2001
B.S, Business Management

Morgan State University   1997 — 1999
N/A, Marketing

Matthew Harrigan Matthew Harrigan Greater New York City Area Details
Matthew Harrigan's Legg Mason Wood Walker Experience February 2005 - November 2005
Job Owner at Reminisce Antiques
Industry Financial Services
Experience
Reminisce Antiques   January 2010 - Present
Financial Advisor  May 2009 - January 2010
Merrill Lynch  December 2008 - May 2009
Wachovia Securities, LLC  November 2005 - December 2008
Legg Mason Wood Walker   February 2005 - November 2005
Constitution Capital Corp.   May 2000 - February 2005
Constitution Capital Corp.   June 1998 - May 2000

Skills
Account Management, Customer Service, Investments, Marketing, Sales, Sales Management, Strategic Planning, Team Building

Education
Roger Williams University   1994 — 1998
BA, Criminal Justice

Robert Servas Robert Servas Greater New York City Area Details
Robert Servas's Legg Mason Wood Walker Experience August 2000 - August 2003
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

John Manzoni John Manzoni Baltimore, Maryland Area Details
John Manzoni's Legg Mason Wood Walker Experience October 1993 - July 1994
Job Solutions Project Manager at Netcom Technologies
Industry Information Technology and Services
Experience
Netcom Technologies  March 2009 - Present
Verizon Communications Corporation   June 2005 - January 2008
MCI Telecommunications Corporation  June 2004 - May 2005
MCI Telecommunications Corporation  January 1998 - May 2004
MCI Telecommunications Corporation,  June 1994 - December 1998
Legg Mason Wood Walker   October 1993 - July 1994
London Fog Corporation   December 1989 - October 1993
MCI Telecommunications Corporation  May 1988 - November 1989

Education
Towson University   1977 — 1982
B.S., Business Admistration

Jeff Durkee Jeff Durkee San Antonio, Texas Area Details
Jeff Durkee's Legg Mason Wood Walker Experience 1998 - 2006
Job Senior Vice President & Market Director at JPMorgan Securities LLC
Industry Financial Services
Experience
JP Morgan Securities, LLC  February 2012 - Present
MTB Investment Advisors  March 2007 - February 2012
Mercantile Bankshares Corporation  2006 - 2007
Legg Mason Wood Walker   1998 - 2006
Merrill Lynch  1981 - 1998

Education
Florida State University   1977 — 1981
Bachelors, Business Administration

Evan Purcell Evan Purcell Los Angeles, California Details
Evan Purcell's Legg Mason Wood Walker Experience January 2004 - December 2004
Job Vice President, Underwriter at Wells Fargo Capital Finance
Industry Banking
Experience
Wells Fargo Capital Finance  December 2013 - Present
Wells Fargo Capital Finance  February 2008 - November 2013
CapitalSource  October 2005 - January 2008
Legacy Partners Group   January 2005 - October 2005
Legg Mason Wood Walker   January 2004 - December 2004

Skills
Financial Modeling, Banking, Portfolio Management, Loans, Accounting, Credit Analysis, Investments, Credit, Mergers & Acquisitions, Commercial Lending, Investment Banking, Finance, Corporate Finance, Commercial Banking, Leveraged Finance

Education
Penn State University   1999 — 2003
Bachelor of Science in Business Administration, Finance and International Business Major, International Studies Minor

Mount Lebanon Senior High School   1996 — 1999

Constance Miner Constance Miner Washington D.C. Metro Area Details
Constance Miner's Legg Mason Wood Walker Experience April 1997 - January 2005
Job Senior Vice PresidentWealth Management at UBS Financial Services, Inc.
Industry Investment Management
Experience
UBS Financial Services, Inc.   January 2005 - Present
Legg Mason Wood Walker   April 1997 - January 2005

Skills
Certified Financial...

Education
University of Pennsylvania - The Wharton School   1978 — 1980
MBA, Marketing and Finance

Hamilton College   1970 — 1974
1974, Philosophy

Rebecca Spooner Rebecca Spooner Norfolk, Virginia Area Details
Rebecca Spooner's Legg Mason Wood Walker Experience September 2000 - August 2001
Job Clinical Research Coordinator
Industry Pharmaceuticals
Experience
Naval Medical Center Portsmouth/General Dynamics   July 2010 - Present
Health Research of Hampton Roads, Inc.   November 2001 - June 2010
Legg Mason Wood Walker   September 2000 - August 2001
Monarch Research Associates/CHKD   January 2000 - August 2000
Bailey Financial Management   June 1997 - December 1999
Eastern Virginia Medical School  August 1992 - August 1996
Eastern Virginia Medical School  November 1989 - August 1992
Eastern Virginia Medical School  August 1988 - October 1989
Eastern Virginia Medical School  July 1980 - August 1988

Skills
Clinical Trials, Sop, Clinical Research, Data Management, Healthcare, Medicine, Hospitals, Quality Assurance, Software Documentation, Research, Document Management, Data Analysis, File Management, GCP, IRB, ICH-GCP, EDC, SOP

Education
Hopewell High School

Old Dominion University
B.S., Biology

Donna Maher Donna Maher United States Details
Donna Maher's Legg Mason Wood Walker Experience June 1994 - November 2005
Job at Legg Mason
Industry Financial Services
Experience
Legg Mason  March 2009 - Present
Stifel Nicolaus  December 2005 - March 2008
Legg Mason Wood Walker   June 1994 - November 2005

Skills
Capital Markets, Series 7, Fixed Income

Education
Southern Illinois University, Carbondale   1978 — 1982
Bachelor of Arts (BA)

Neil Cannon Neil Cannon Washington D.C. Metro Area Details
Neil Cannon's Legg Mason Wood Walker Experience May 2001 - December 2002
Job Mortgage Loan Officer at Pentagon Federal Credit Union
Industry Real Estate
Experience
Pentagon Federal Credit Union  December 2012 - Present
Bank of America  February 2003 - August 2011
Legg Mason Wood Walker   May 2001 - December 2002
Navy Federal Credit Union  September 1997 - April 2001

Skills
Excel, PowerPoint, Word, Customer Relations, Microsoft Office, Public Speaking, Customer Service, Writing, Outlook, Real Estate, Financial Analysis, Financial Modeling, Mortgage Lending, Mortgage Banking, Mortgage, Banking, Loans, FHA, VA, Retail, Problem Solving, Real Estate Development, Real Estate Financing, Microsoft Excel, Microsoft Word, FHA financing, Investments, Underwriting, Credit, Finance, FHA Financing, VA Loans

Education
Georgetown University   2009 — 2012
Master's Degree, Real Estate, Magna Cum Laude

James Madison University   1993 — 1997
Bachelor of Science (B.S.), History and Political Science (Double Major)

Barbara Turnbaugh Barbara Turnbaugh Pasadena, Texas Details
Barbara Turnbaugh's Legg Mason Wood Walker Experience February 1987 - February 1988
Job Student at San Jacinto College
Industry Accounting
Experience
CHRISTUS Health  October 2007 - September 2009
Grandview Funeral Home and Cemetery   September 2004 - May 2005
HCA  February 1996 - June 2001
Texas Commerce Bank  December 1988 - April 1990
Legg Mason Wood Walker   February 1987 - February 1988
DeRand Investment Firm   April 1986 - February 1987
The Rock Island Bank   December 1979 - April 1985

Education
San Jacinto College   2009 — 2011
Associate of Arts and Sciences (A.A.S.), Accounting, 3.63

Black Hawk College   1981 — 1984
Certification Principles of Banking, Banking/Finance

Antonio Martins, CFA Antonio Martins, CFA New York, New York Details
Antonio Martins, CFA's Legg Mason Wood Walker Experience March 2004 - July 2005
Job
Industry Investment Management
Experience
Capital One  December 2013 - Present
Morgan Stanley Private Bank, NA  August 2011 - December 2013
Legg Mason Investment Counsel  August 2006 - July 2011
Legg Mason Wood Walker   March 2004 - July 2005
NASD  March 2003 - March 2004
Deutsche Bank Alex. Brown  September 2000 - October 2002
Deutsche Bank Alex. Brown  January 2000 - September 2000

Skills
Series 7, Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Equities, Fixed Income, Investments, Portfolio Management, Securities, Trading, Wealth Management, Hedge Funds, Mutual Funds, Investment Management, Financial Analysis, Series 63

Education
Loyola College in Maryland   1996 — 2000
Bachelor of Business Administration, International Business

Centereach High School   1993 — 1996

Sharonlynn Tassone Sharonlynn Tassone Middletown, Delaware Details
Sharonlynn Tassone's Legg Mason Wood Walker Experience May 1997 - March 2000
Job Construction Professional
Industry Construction
Experience
Tassone Conrete Const., Inc.   1984 - Present
Jewelry Diva Gifts   May 2006 - January 2012
Echeverri Financial Services Inc.   March 2000 - May 2006
Legg Mason Wood Walker   May 1997 - March 2000
PNC Bank  1995 - 1997

Education
Goldey Beacom College   1990 — 1992
International Banking/Business, 4.0

Padua Academy   1966 — 1970
Business

G. William Johnston IV, J.D. G. William Johnston IV, J.D. Matthews, North Carolina Details
G. William Johnston IV, J.D.'s Legg Mason Wood Walker Experience April 2005 - December 2005
Job Vice President, Compliance Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  June 2015 - Present
Wells Fargo Securities  December 2013 - Present
Financial Industry Regulatory Authority  January 2006 - August 2010
Legg Mason Wood Walker   April 2005 - December 2005
Legg Mason Wood Walker   June 2003 - April 2005
Legg Mason Wood Walker   January 1999 - June 2003

Skills
Securities, FINRA, Hedge Funds, Mutual Funds, Investments, Wealth Management, Investment Banking, Finance, AML, Series 7, Equities, Financial Risk, Litigation, Fixed Annuities, Process Improvement, Analysis, Training, Arbitration, Series 24, Broker-Dealer, Swap Dealer

Education
Charlotte School of Law   2010 — 2012
Doctor of Law (J.D.)

James Madison University   1995 — 1999
Bachelor of Business Administration (B.B.A.), Finance, General

Cheryl Percy Cheryl Percy Baltimore, Maryland Area Details
Cheryl Percy's Legg Mason Wood Walker Experience January 2004 - June 2004
Job Digital Media Specialist at Dulaney Valley Memorial Gardens
Industry Marketing and Advertising
Experience
Century Engineering, Inc.   September 2004 - March 2012
Legg Mason Wood Walker   January 2004 - June 2004
Parkwood Cemetery   October 2001 - May 2004

Skills
Graphic Design, Adobe Creative Suite, Customer Service, Marketing, Marketing Material..., Logo Design, Photoshop, Corporate Website..., Web Graphics, Dreamweaver, Digital Photography, Google Analytics, Event Planning, Database Administration, Marketing Communications, Presentation Development, Proposal Production, Government Proposals, Advertising, Direct Mail, Microsoft Office, Proposal Writing, Brochures

Education
Towson University   2000 — 2004
Bachelor of Science (B.S.), Business Administration - Major, Economics - Minor

Mary Ellen Heffernan Mary Ellen Heffernan United States Details
Mary Ellen Heffernan's Legg Mason Wood Walker Experience 1988 - 1992
Job
Industry
Experience
Fidelity Capital Markets  1992 - 2006
Legg Mason Wood Walker   1988 - 1992

Education
University of Colorado Boulder
Bachelor of Arts (B.A.), Economics

Richard Harden Richard Harden Midland, Michigan Details
Richard Harden's Legg Mason Wood Walker Experience July 1991 - February 1999
Job Senior Finance Specialist at The Dow Chemical Company
Industry Chemicals
Experience
The Dow Chemical Company  July 2000 - Present
Legg Mason Wood Walker   July 1991 - February 1999

Skills
Sarbanes-Oxley Act, SAP, Internal Controls, Process Improvement, US GAAP, Financial Reporting, Cost Accounting, Financial Accounting, Internal Audit, Auditing, ACL

Education
Anne Arundel Community College
Associate's degree, Business Administration and Management, General

Brad Duckworth Brad Duckworth Odenville, Alabama Details
Brad Duckworth's Legg Mason Wood Walker Experience October 2005 - December 2005
Job Sales Associate at Best Buy
Industry Retail
Experience
Best Buy  August 2013 - Present
Best Buy  April 2008 - July 2011
Smith Barney  January 2006 - March 2009
Staffpro  February 2006 - March 2008
Legg Mason Wood Walker   October 2005 - December 2005
USAA (Kelly Temporary Service Employee)   October 2004 - September 2005
Guaranty Bank  November 2003 - March 2004
Countrywide Home Loans (Appleone Temporary)   May 2001 - October 2002
Hart Greer (Kelly Temporary)   April 2000 - June 2000
International Pharmacy Management   March 1999 - April 2000

Skills
Direct Sales, Customer Service, Customer Support, Operations Research, Employee Training, Customer Retention, Customer Satisfaction, Front to Back Office

Education
George C Wallace State Community College-Hanceville   2011 — 2013
N/A, Physical Therapy Assistant

University of Alabama at Birmingham - Collat School of Business   1996 — 1998
N/A, Business Administration and Management, General, Graduate Level

University of Alabama at Birmingham   1993 — 1996
Bachelor's degree, History

Trinity Valley Community College Henderson County   1989 — 1992
Associate's degree, Business Administration and Management, General