Legg Mason Wood Walker, Inc.
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Legg Mason Wood Walker, Inc. Employees
Wells Fargo Advisors December 2005 - Present
Legg Mason Wood Walker Inc. May 2001 - December 2005
Morgan Keegan & Co., Inc. January 1986 - May 2001
Skills
Investments, Banking, 401k, Wealth Management, Insurance, Mutual Funds, Estate Planning, Series 7, Retirement Planning, Due Diligence, Employee Benefits, Fixed Annuities, Series 63, Asset Allocation, Securities, Financial Advisory, Finance
Education
University of Alabama 1978 — 1982
Bachelors Degree, Business Administration
Coldwell Banker Residential Brokerage & Coldwell Banker Commercial Worldwide March 2013 - Present
Westwood Historical Society March 2013 - Present
Town of Westwood Historical Commission March 2013 - Present
Quincy Cass Associates, Inc February 2012 - November 2012
Oppenheimer & Co., Inc April 2005 - February 2012
Legg Mason Wood Walker, Inc March 2001 - April 2005
Edward Jones October 1996 - March 2001
Bear Stearns 1983 - 1988
The Collegian 1977 - 1979
Skills
1031 Exchanges, Commercial Real Estate, Portfolio Management, Real Estate, Alternative Investments, Financial Analysis, Investment Properties, Wealth Management, Buyer Representation, First Time Home Buyers, Real Estate Transactions, Real Estate Economics, MA Real Estate Brokers..., Exceptional Client..., Listing and Selling, Investment Property, Lease Negotiations, Investment Advisory, Cash Flow Analysis, Sales
Education
Suffolk University, Graduate School of Management 1983 — 1985
M.B.A, Finance and Marketing
Turners Falls High School 1971 — 1975
University of Massachusetts, Amherst
Bachelor of Arts (B.A.), Psychology
Lowe's Companies, Inc. 2012 - Present
Office of the Attorney General - Commonwealth of Virginia 2009 - 2012
Hunton & Williams LLP 2004 - 2009
Troutman Sanders LLP 2002 - 2004
Legg Mason Wood Walker, Inc. 2001 - 2001
Skills
Corporate Governance, Due Diligence, Joint Ventures, Securities Regulation, Mergers, Litigation, Securities, Valuation, Private Placements, Legal Writing, Finance, Strategy, Creative Problem Solving, Leadership, Teamwork, Corporate Development
Education
The College of William and Mary - The Mason School of Business 1999 — 2001
M.B.A., Finance and Economics
University of Richmond School of Law 1997 — 1999
J.D., Corporate and Securities Law
Hampden-Sydney College 1990 — 1994
B.A., Political Science
CareFirst BlueCross BlueShield May 2015 - Present
CareFirst BlueCross BlueShield May 2012 - May 2015
CareFirst BlueCross BlueShield May 2010 - May 2012
CareFirst BlueCross BlueShield September 2007 - May 2010
CareFirst BlueCross BlueShield August 2005 - September 2007
Legg Mason Wood Walker, Inc June 2003 - August 2005
Guardian Ad Litem May 2002 - September 2002
Migliara/Kaplan Associates, Inc. May 1999 - January 2000
Skills
Talent Selection, Medical/RN Recruiting, Recruitment Advertising, Applicant Tracking..., Talent Acquisition, Onboarding, Employee Benefits, Employee Relations, Talent Management, HRIS, College Recruiting, Human Resources, Deferred Compensation, Performance Management, Technical Recruiting, PeopleSoft, Benefits Administration, Sourcing, Healthcare, Resume Writing, Temporary Placement, Training, Strategic Planning, Recruiting, Process Improvement, SDLC, Program Management, Vendor Management, Management, Leadership, Policy, Internet Recruiting, Workforce Planning, New Hire Orientations, Personnel Management, Employee Engagement, Hiring
Education
University of Maryland University College 2009 — 2011
Pursing a M.S, HR Management
University of North Carolina at Greensboro 1998 — 2003
B.S, Human Development Studies
University of North Carolina at Greensboro 1998 — 2003
B.A, Communication Studies
Black Diamond Planners June 2013 - Present
Trust Company of Illinois May 1999 - May 2013
Legg Mason Wood Walker, Inc 1998 - 1999
Nuveen 1992 - 1997
Delta Upsilon International Fraternity 1991 - 1992
Skills
Financial Planning, Wealth Management, Asset Management, Retirement Planning, Retirement
Education
DePauw University 1987 — 1991
BA
Marmion Military Academy 1984 — 1987
Wells Fargo Advisors, LLC March 2012 - Present
Legg Mason Wood Walker, Inc February 1992 - March 2012
Skills
Business Advisory..., ESOPs, Investments, Mergers & Acquisitions, Risk Management, Trust & Fiduciary..., Retirement Plan..., Financial Planning
Education
Missouri Western State University 1974 — 1978
Bachelor's Degree
St. Andrew Presbyterian Church January 2010 - Present
Total Longterm Care November 2007 - March 2010
Sears Methodist Retirement System, Inc. August 2001 - December 2006
Legg Mason Wood Walker, Inc. January 2000 - July 2001
Northern California Presbyterian Homes and Services, Inc. July 1995 - July 1999
Ziegler Securities, Inc. April 1981 - March 1995
Coopers & Lybrand September 1968 - March 1981
Skills
Performance Management, Healthcare, Strategic Planning, Budgets, Non-profits, Team Building, Leadership, Program Management, Policy, Mergers, Public Speaking, Strategy, Process Improvement, Program Development, Contract Negotiation, Hospitals, Accounting, Coaching, Mergers & Acquisitions, Employee Benefits, Management, Nonprofits, Healthcare Management, Business Planning, Healthcare Consulting, Customer Service, Organizational..., Change Management, Operations Management, Recruiting, Medicaid, Leadership Development, Finance, Medicare, Human Resources, Financial Analysis, Employee Relations, Strategic Financial..., Training, Fundraising, Executive Management, Administration, Analysis, Start-ups
Education
The Ohio State University
BSBA, Finance
Timonier Family Office, Ltd. August 1997 - Present
Legg Mason Wood Walker, Inc. March 1989 - August 1997
Skills
Investments, Asset Managment, Portfolio Management, Equities, Financial Analysis, Microsoft Excel, Financial Modeling, Hedge Funds, Fixed Income, Valuation, Microsoft Office, Risk Management, Bloomberg, Private Equity, Alternative Investments, Strategic Financial..., Wealth Management..., High Net Worth..., Wealth Management, Financial Advisory, New Business Development, Negotiation, Asset Management, Financial Planning
Education
The University of South Carollina 1976 — 1980
Bachelor of Science (BS), Business Administration and Management, General
University of South Carolina-Columbia 1976 — 1980
Bachelor of Science (BS), Marketing
ValueWealth Services, LLC 2004 - Present
Legg Mason Wood Walker, Inc. 1989 - 2004
Johnston, Lemon & Co., Inc. 1984 - 1989
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
Saint Vincent College
Bachelor of Arts (B.A.)
The Colony Group July 2012 - Present
Mintz Levin Financial Advisors, LLC October 2005 - June 2012
Legg Mason Wood Walker Inc. 2004 - 2005
US Bank N.A. 1998 - 2004
Merrill Lynch 1995 - 1997
Skills
Financial Advisory, Retirement Planning, Insurance, Financial Services, Asset Allocation, Investment Advisory, Financial Planners, Wealth Management...
Education
University of Massachusetts at Lowell 1987 — 1991
Bachelor of Science in Business Administration, Finance
Boston University
As March 2015 - Present
The Next Chapter May 2012 - Present
Merrill Lynch December 2011 - December 2012
Glass Jacobson November 2010 - October 2011
PNC Financial Services 2005 - 2010
Legg Mason Wood Walker, Inc 2000 - 2005
BT Alex. Brown 1993 - 2000
Sheridan & Fritz P.A. 1991 - 1993
Skills
Wealth Management, Estate Planning, Investments, Retirement Planning, Investment Advisory, Asset Allocation, Mutual Funds, Series 7, Strategic Financial..., Asset Managment, Portfolio Management, Investment Strategies, Retirement, 401k, Asset Management, Financial Analysis, Finance, Small Business, Wealth Management..., Financial Services, Wealth, Banking, Financial Advisory, Financial Planners, Personal Finance, Securities, Wealth Accumulation, Investment Management, High Net Worth..., Trusts, IRAs, Series 63, Equities, Fixed Annuities, Fixed Income, Entrepreneurship, Financial Planning
Education
Loyola University Maryland 1997 — 2000
MBA, Finance
Bloomsburg University of Pennsylvania 1988 — 1990
BSBA, Accounting
Frederick High School
NISA Investment Advisors February 2012 - October 2012
T. Rowe Price August 2006 - January 2012
Citigroup, Smith Barney January 2005 - August 2006
Legg Mason Wood Walker, Inc October 1999 - January 2005
Skills
Bloomberg Terminal, Excel, Access, lehman point, yieldbook, charles river, Fixed Income, Bonds, Options, Swaps, Asset Management, Asset Allocation, Portfolio Management, Investments, Derivatives, Financial Modeling, Bloomberg, Investment Strategies, Financial Markets, Capital Markets, Financial Analysis, Securities, Mutual Funds, Series 7, FX, Economics, Trading Systems, Credit Derivatives, Hedging, Risk Management, FX Options
Education
CFA Institute
CFA, CFA
University of Baltimore 1998 — 2000
MBA, Finance and Investment Management
Simferopol University 1987 — 1992
BS, Linguistics and World Cultures
Wells Fargo Advisors April 2011 - Present
Morgan Stanley Smith Barney January 2006 - December 2010
Legg Mason Wood Walker, Inc. March 2003 - December 2005
Skills
Retirement Planning, Finance, Mutual Funds, Financial Services, Investments, Risk Management, Small Business, Personal Finance, Alternative Investments, IRAs, 401k Rollovers, Capital Markets, Retirement, Asset Allocation, Investment Management, 529 Plans, Securities, Financial Advisory
Education
Bucknell University 1994 — 1998
BSBA, Accounting
Bessemer Trust January 2008 - Present
Bessemer Trust January 2005 - December 2007
Bessemer Trust January 2000 - December 2004
Bessemer Trust February 1998 - December 1999
Legg Mason Wood Walker, Inc. January 1996 - January 1998
Legg Mason Wood Walker, Inc. January 1994 - December 1995
Legg Mason Wood Walker, Inc. August 1992 - December 1993
Goldman, Sachs & Co. January 1989 - July 1992
Goldman, Sachs & Co. December 1986 - December 1988
Skills
Trust Services, Financial Services, Wealth Management, Family Office, Investments, Wealth, Trusts, Asset Allocation, Mutual Funds, Equities, Fixed Income, High Net Worth...
Education
Northeastern University 1981 — 1985
Bachelor of Arts (B.A.)
Emma Willard School 1978 — 1981
High School
Janney Montgomery Scott December 2012 - Present
M&T Bank 2009 - December 2012
Legg Mason Capital Management 2007 - 2009
Western Asset Management 2003 - 2007
Legg Mason Wood Walker, Inc. February 1997 - February 2003
Weinberg and Green September 1992 - February 1997
Skills
Hedge Funds, Mutual Funds, Asset Managment, Securities, Alternative Investments, Equities, Investments, Fixed Income, Capital Markets, FINRA, Due Diligence, Securities Regulation, Risk Management, Corporate Governance, Private Equity, Investment Management, Investment Advisory, Portfolio Management
Education
The Catholic University of America 1989 — 1992
Juris Doctor, Law
West Virginia University 1983 — 1987
Bachelor of Business Administration (BBA)
Walt Whitman HS
Walt Whitman HS
Blue Dot February 2014 - Present
D.O. Believe Foundation November 2009 - Present
Blue Dot December 2011 - January 2014
Blue Dot Commercial Service December 2010 - December 2011
Chili's May 2003 - December 2010
State Farm Insurance September 2007 - December 2009
Legg Mason Wood Walker, Inc June 2005 - August 2005
Air-Tech Systems, Inc June 2004 - September 2004
Clean Image, Inc September 2000 - May 2004
Skills
Recruiting, Cold Calling, Team Building, Account Management, Training, Customer Service, Sales, Employee Relations
Education
Towson University 2001 — 2006
B.S, Business Administration (Finance)
North Harford High School 1997 — 2001
Ameriprise Financial Services, Inc. 1993 - Present
Legg Mason Wood Walker, Inc. December 1989 - October 1991
Skills
Retirement Planning
Education
Penn State University 1979 — 1982
BS, Business Administration, Specializing in Hotel Managment
Equity Residential January 2009 - Present
Fountain Financials February 2008 - February 2010
CPI, Security Systems January 2003 - May 2008
Legg Mason Wood Walker, Inc January 2000 - January 2001
Education
East Carolina University - College of Business 2000 — 2001
MBA, International Business
University of Mannheim, Freiburg University 2000 — 2001
Bachelor's of Science, Finance
East Carolina University 1998 — 2001
M.B.A., Master's, Business Administration
KMS Consulting July 2010 - Present
MERCK & CO., INC September 2007 - June 2010
KMS CONSULTING January 1999 - January 2007
MJM INCORPORATED 2000 - 2001
BARRINGER TECHNOLOGIES 1998 - 1999
LEGG MASON WOOD WALKER, INC. 1996 - 1998
WASSERSTEIN PERELLA & CO. INC. August 1994 - July 1996
MARAKON ASSOCIATES August 1992 - July 1994
Skills
Certified Project..., green belt, Benchmarking, Mergers, Due Diligence, Financial Analysis, Valuation, Excel, Six Sigma, Lean Sigma, Project Planning, Decision Analysis, Scenario Analysis, Strategic Planning, Venture Capital, Private Equity, Investment Banking, Change Management, Process Improvement, Value Chain Analysis, Mergers & Acquisitions, Coaching, Start-ups, Management Consulting, Human Resources, Analysis
Education
University of Pennsylvania - The Wharton School 1990 — 1992
MBA, Finance/Health Care
COLUMBIA COLLEGE, Columbia University 1985 — 1989
BA, Political Science
Bruce Park Sports, Inc. May 2007 - Present
RBC Wealth Management September 2005 - May 2007
Legg Mason Wood Walker, Inc. June 2004 - August 2004
Wachovia Securities December 2003 - January 2004
DAG Securities June 2002 - August 2002
Skills
Retail Sales, Retail Banking, Retail Marketing, eCommunications, Website Development, Website Building, Google Website Optimizer, Baseball, Fantasy Baseball, Football, Sales Management, Operations Management, Team Management, Finance, Management, Marketing, Social Media, Social Media Marketing
Education
Boston College 2001 — 2005
Bachelor of Science (BS), Finance & Philosophy
Greenwich High School 1997 — 2001
Crump Life Insurance Services August 2015 - Present
The Penn Mutual Life Insurance Company July 2014 - August 2015
Virtus Wealth Solutions, An Office of MetLife April 2013 - November 2013
Brian K Adams & Associates August 2010 - January 2012
Morgan Stanley Smith Barney November 1999 - June 2010
Citi Global Wealth Management November 1999 - June 2010
Legg Mason Wood Walker, Inc. November 1999 - June 2010
BISYS Insurance Services January 1997 - January 1999
Prudential - Pruco Securities January 1995 - January 1997
Skills
Insurance, Long-term Care, Disability Insurance, Series 6, CLTC, Product Management, Life Insurance, Financial Services, Retirement, Management, Retirement Planning, Practice Management, FINRA Series 6, Life, Health & Variable...
Education
Towson University 1982 — 1987
Bachelor of Science, Business Administration and Marketing
Butler Snow LLP September 2013 - Present
CapLease, LLC, Hollingsworth Companies, LLC January 2002 - January 2010
Morgan Keegan & Company, Inc 2001 - 2001
Legg Mason Wood Walker, Inc 2000 - 2000
Hon. Anne Northup & Hon. Roger Wicker, U.S. House of Representatives December 1996 - May 1999
Dempsey & Carroll Stationery Engravers, LLC January 1995 - January 1996
Education
Mississippi College School of Law 2010 — 2013
J.D., Law
University of Virginia 1999 — 2001
M.B.A., Business Administration and Management, General
University of Mississippi 1992 — 1995
B.A, Southern Studies
Education Loan Services December 2014 - Present
Safeguard Shredding November 2010 - June 2013
Global Financial Mortgage October 2007 - October 2010
UMG Mortgage, LLC September 2002 - September 2007
BB&T (formerly First Virginia Banks, Inc.) March 1996 - August 2002
Legg Mason Wood Walker, Inc. August 1994 - January 1995
Skills
Mortgage Lending, Credit, Loans, Underwriting, Finance, Investment Properties, Banking, Commercial Lending, Portfolio Management, Contract Negotiation, Customer Service, Management, Sales, Strategic Planning, Investments, FHA, Leadership, VA Loans, Sales Management, Lines Of Credit, Funding
Education
Lynchburg College 1991 — 1995
Bachelor of Science, Business Management
Millennial Media August 2013 - Present
Millennial Media February 2013 - August 2013
Millennial Media October 2010 - February 2013
AOL Advertising/Advertising.com January 2009 - October 2010
Advertising.com March 2007 - January 2009
Advertising.com January 2005 - January 2007
Legg Mason Wood Walker, Inc. January 2003 - January 2005
Skills
Online Marketing, Online Advertising, Online Sales, Mobile Marketing, Mobile Solutions, Marketing Strategy, Business Strategy, Communications Strategy, Training & Development, Training Skills, Account Management, Key Account Management, National Account..., Sales Support, Advertising Sales, Salesforce.com, Business Process..., Sales, Sales Operations, Digital Marketing, Mobile Advertising, Digital Media, Display Advertising, Interactive Marketing, Lead Generation, Marketing
Education
Loyola College in Maryland 1998 — 2002
Bachelor of Arts, Communications
Morgan Stanley Wealth Management June 2006 - Present
Legg Mason Wood Walker Inc May 2000 - June 2006
Wedbush Morgan Securities June 1993 - May 2000
Teletech/Unsolved Mysteries 1992 - 1997
Education
College of Financial Planning 2002 — 2002
Accredited Asset Management Specialist, Finance, General
California State University-Northridge 1988 — 1993
Bachelor of Arts, History
Novato High School 1984 — 1988
Diploma, High School
Wilmington Trust Investment Advisors, Inc. April 2011 - Present
PNC Capital Advisors, LLC November 1993 - April 2011
Meridian Asset Management August 1988 - November 1993
Legg Mason Wood Walker, Inc. November 1986 - August 1988
E. F. Hutton & Co., Inc. November 1984 - November 1986
Skills
Municipal Fixed Income, Municipal Bond..., Municipal Bond Strategy, Fixed Income..., Municipal Fixed Income..., Fixed Income Research, Fixed Income Strategy, Separately Managed..., Public Speaking, Bonds, Fixed Income, Investments, Portfolio Management, Bloomberg, Management, Leadership, Asset Management, Capital Markets, Fixed Income Analysis, Investment Management, Investment Strategies, Municipalities, Strategy, Trading, Valuation, Hedge Funds, Alternative Investments, Fixed Income Strategies, Financial Modeling, Mutual Funds, Financial Analysis, Investment Banking, Risk Management, Financial Services, Asset Allocation, Securities
Education
Lehigh University 1991 — 1993
MBA, Finance
Millersville University of Pennsylvania 1977 — 1982
BA, Economics
Conestoga Valley High School 1973 — 1976
Diploma
Paragon Custom Construction August 2015 - Present
Jerome J. Parks Companies March 2015 - June 2015
Whitney Blair Custom Homes March 2014 - March 2015
CBRE March 2011 - March 2014
BHI Construction Company October 2001 - December 2008
360networks May 2000 - June 2001
Independent Contractor and Real Estate Developer May 1995 - May 2000
Legg Mason Wood Walker, Inc August 1992 - May 1995
Independent Contractor and Real Estate Developer November 1990 - August 1992
MB Corporation February 1989 - November 1990
Skills
Construction Management, Construction, Residential, Contractors, Real Estate Development, Mixed-use, Land Development, Team Building, Operations Management, Due Diligence, Entitlements, Process Improvement, Licensed general..., Real Estate broker, Contractor Management, Constructability, Residential Homes, Management, Negotiation, Leases, Commercial Real Estate, Green Building, Facilities Management, Project Management, Land Acquisition, Value Engineering, Budgets, Contract Negotiation, Property, Pre-construction, Real Estate, Project Planning, Submittals, Project Bidding, Contract Management, Sales, Renovation, Feasibility Studies, Project Estimation
Education
University of North Carolina at Greensboro 1980 — 1984
BS, Business Administration
Page High School 1977 — 1980
Digital Guardian January 2015 - Present
Oracle January 2012 - January 2015
Digital Guardian 2015 - 2015
Digital Guardian 2015 - 2015
Oracle January 2011 - January 2012
Passlogix March 2010 - January 2011
Passlogix March 2008 - March 2010
BankAtlantic October 2005 - March 2008
Legg Mason Wood Walker, Inc. September 2003 - September 2005
Skills
User Acceptance Testing, Cross-functional Team..., PMP, Information Technology, Business Analysis, Vendor Management, Identity Management, Requirements Analysis, Integration, Enterprise Software, Visio, SharePoint, Project Management, Risk Management, SSO, Salesforce.com, Business Intelligence, Management, Software Documentation, Process Improvement, Enterprise Architecture, Resource Management, Security, Professional Services, Business Process..., Agile Methodologies
Education
University of Baltimore
Bachelor of Science, Mangement Information Systems
Revolution Partners, LLC February 2015 - Present
Dimensional Fund Advisors July 2013 - February 2015
Morgan Keegan July 2010 - February 2013
Morgan Keegan & Co., Inc. March 2007 - April 2011
Morgan Keegan & Co., Inc. February 2006 - March 2007
Legg Mason Wood Walker, Inc May 2005 - August 2005
Skills
Mutual Funds, Investments, Series 7, Due Diligence, Morningstar, Asset Allocation, Portfolio Management
Education
The University of Chicago - Booth School of Business 2010 — 2013
Master of Business Administration (MBA)
Lehigh University 2003 — 2006
B.S
Wells Fargo Advisors, LLC July 2012 - Present
Edward Jones September 2009 - July 2012
MassMutual Financial Group July 2009 - September 2009
Wachovia Securities Financial Network February 2006 - May 2009
LEGG MASON WOOD WALKER INC January 1999 - January 2006
PRUDENTIAL SECURITIES INC November 1995 - January 1999
Windham Honda January 1995 - November 1995
FIRST NH BANK January 1993 - January 1995
MANCHESTER MUNICIPAL EMPLOYEES CREDIT UNION January 1992 - January 1993
NUMERICA SAVINGS BANK January 1980 - January 1992
Skills
Investments, Small Business, Asset Allocation, Finance, Retirement, Financial Services, Business Networking, Public Speaking, Retirement Planning, Organizational..., Mutual Funds, 401k, Insurance, Speaking Engagements, Estate Planning..., Marketing, Portfolio Management, Customer Service
Education
College for Financial Planning 2002 — 2004
AAMS
Trinity High School 1974 — 1978
Southern New Hampshire University
Business, Program
Mister Car Wash January 2010 - Present
Bubbles Express Car Wash January 2007 - September 2009
Ameriquest Mortgage Co. January 2005 - October 2005
Rapid Financial, Inc. June 2004 - November 2004
Reliant Energy, Inc. July 2001 - January 2004
Texas GRO Corp. April 2000 - November 2000
Legg Mason Wood Walker, Inc. November 1999 - March 2000
AIM Fund Services, Inc. October 1997 - August 1999
Skills
Trading, Equities, Banking, Management, Options, Sales, Commodity Markets, Energy Markets, Credit, Loan Origination, Commodity, Marketing, Energy, Financial Modeling, Financial Analysis, Risk Management, Pricing, Loans, Mutual Funds, Sales Operations
Education
The University of Texas at Austin 1993 — 1997
B.A., Economics
Charlesmead Advisors, LLC May 2011 - Present
Stifel Nicolaus Weisel December 2005 - May 2011
Legg Mason May 1997 - November 2005
Legg Mason Wood Walker, Inc. 1997 - 2005
Venable LLP 1993 - 1997
Pillsbury Winthrop Shaw Pittman 1991 - 1993
Skills
Mergers & Acquisitions, Venture Capital, Corporate Development, Due Diligence, Financial Modeling, Corporate Finance, Private Placements, Management, Executive Management, Strategic Planning, Start-ups, Mergers, Valuation, Strategy, Investments, Entrepreneurship, Investment Banking, Finance, Portfolio Management, LBO, Asset Management, Investor Relations, Business Development, Contract Negotiation, Strategic Partnerships, Financial Analysis, Private Equity, M&A experience, Business Valuation, Capital Markets
Education
New York University 1985 — 1986
Georgetown University Law Center 1983 — 1986
Doctor of Law (J.D.)
Georgetown University 1977 — 1981
Bachelor of Arts (B.A.), History
Janney Montgomery Scott 2009 - 2015
Stifel Nicolaus 2005 - 2009
Legg Mason Wood Walker, Inc. 2000 - 2005
CA Equity Partners, LLC 1998 - 2000
Coopers & Lybrand Securities, LLC 1995 - 1998
American Express 1990 - 1993
Skills
Financial Modeling, Due Diligence, Private Equity, Valuation, Mergers & Acquisitions, Venture Capital, Corporate Finance, Investments, Investment Banking, Financial Analysis, Capital Markets, Alternative Investments, Equities, Mergers, Sell Side, Securities, Strategic Planning, Asset Allocation, Strategy, Portfolio Management, Private Placements, Wealth Management
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance
New York University - Leonard N. Stern School of Business 1986 — 1990
BS, Finance
Constellation January 2011 - Present
Johns Hopkins Medicine October 2006 - January 2011
Legg Mason Wood Walker, Inc January 2004 - October 2006
T. Rowe Price September 2002 - January 2004
WVTF-FM 89 August 2001 - May 2002
Skills
Brand Management, Social Media, Event Planning, Business Development, Media Strategy, Advertising, Direct Mail, Creative Direction, Integrated Marketing, Online Advertising, Email Marketing, Marketing Communications, Sports Marketing, Marketing Management, Marketing Strategy, Brand Development, Copywriting, Media Relations, Event Management, New Business Development, Digital Media, Strategic Communications, SEO, Web Analytics, Management, SEM, Web Design, Marketing, Social Media Marketing, Market Research, Internal Communications, Strategy, Leadership, Team Leadership, Facebook, Cross-functional Team..., Digital Marketing, Lead Generation, PPC, Online Marketing, Digital Strategy, Analytics, Project Management, Product Marketing, Corporate Communications, Crisis Communications
Education
Loyola College in Maryland 2009 — 2012
MBA, Marketing/Marketing Management, General
Virginia Polytechnic Institute and State University 1998 — 2002
B.A, Communication Studies; Marketing Management
Mercy High School 1995 — 1998
Honeycutt Wealth Management Inc. January 2010 - Present
Morgan Stanley Smith Barney LLC December 2005 - January 2010
Legg Mason Wood Walker Inc. August 1994 - December 2005
Skills
Estate Planning, Series 7, Investments, Wealth Management, Retirement Planning, Investment Advisory, Series 63, Strategic Financial..., Asset Allocation, Retirement, Financial Advisory, Mutual Funds
Education
Campbell University 1992 — 1994
Master, Business Administration
North Carolina State University 1982 — 1987
BS, Industrial Engineering
Janney Montgomery Scott December 2010 - Present
Stephens Inc. January 2006 - December 2010
Legg Mason Wood Walker, Inc. November 1997 - January 2006
Skills
Investments
Education
Southern Connecticut State University 1987 — 1991
BA, Political Science
Joseph A. Foran High School
Rygaards International School
W. R. Grace December 2014 - Present
OpenText January 2014 - December 2014
GXS (acquired by OpenText in Jan. 2014) 2011 - December 2014
Sourcefire, Inc. (acquired by Cisco in Oct. 2013) 2007 - 2010
WiderThan Co., Ltd. (acquired by RealNetworks in Oct. 2006) 2005 - 2006
NeighborCare, Inc. (acquired by Omnicare in July 2005) 2003 - 2005
Digex, Incorporated (acquired by MCI in Nov. 2003) 2000 - 2003
e.spire Communications 1998 - 2000
Legg Mason Wood Walker, Inc. 1993 - 1998
Skills
Competitive Analysis, Financial Analysis, Market Research, Public Relations, Media Relations, Corporate Communications, Crisis Communications, Press Releases, Investor Relations, Annual Reports, SEC filings, Mergers, Competitive Intelligence, Analyst Relations, Roadshows, SaaS, IPO, Business Strategy, Equity Research, Internal Communications, B2B, Cloud Computing, Marketing Communications, Mergers & Acquisitions, Lead Generation, Networking, Strategic Partnerships, Capital Markets, Product Management, Leadership, Executive Management, Enterprise Software, Analysis, Management, Finance, Market Analysis, Messaging, Corporate Finance, Thought Leadership, CRM, Start-ups, Demand Generation, Product Marketing, Go-to-market Strategy, Telecommunications, Professional Services, Social Media Marketing, Social Media
Education
The Johns Hopkins University - Carey Business School 1999 — 2002
MBA, Finance
Notre Dame of Maryland University 1988 — 1992
BA, Business - Concentration: Computer Information Systems
Institute of Notre Dame 1984 — 1988
Hammond Hanlon Camp LLC August 2014 - Present
Kaufman Hall August 2008 - July 2014
Houlihan Lokey May 2006 - December 2007
Legg Mason Wood Walker, Inc. May 2005 - July 2005
Credit Suisse First Boston 2002 - 2004
McKinsey & Company June 2000 - June 2002
GE Capital 1999 - 2000
Skills
Mergers, Financial Planning, Accounting, Strategic Planning, Due Diligence, Strategic Partnerships, Corporate Finance, Financial Analysis, Strategic Financial..., Mergers & Acquisitions, Managerial Finance, Finance, Strategy, Financial Modeling, Valuation, Analysis, Investment Banking, Private Equity, Management, Management Consulting
Education
Robert H. Smith School of Business 2004 — 2006
MBA, Accounting and Finance
Emory University 1995 — 1999
BBA, Finance
East Meadow High 1991 — 1995
Northwestern Mutual, The Pruett Financial Group, Nashville 2006 - Present
Legg Mason Wood Walker, Inc. June 2003 - March 2006
Vanderbilt University 1999 - 2003
Education
Belmont University 2001 — 2003
MEd, Sports Marketing
University of Evansville 1994 — 1998
Lang and Company August 2007 - Present
Richard Lang & Associates, Inc. 2003 - Present
Various Clients 2000 - 2003
LEGG MASON WOOD WALKER, INC December 1998 - April 2000
Telespectrum World Wide 1996 - 1998
NBG Services, Inc. 1992 - 1997
Skills
Customer Service, Customer Relations, Call Center, Microsoft Office, Budgeting, Administration, Budgets, QuickBooks, Recruiting, Call Centers, Information Technology, Contractors, Home Builders, Human Resources, Sales, Start-ups
Education
University of Massachusetts, Amherst 1988 — 1992
Bachelor of Science (B.S.), Political Science and Government
Florida Atlantic University 1987 — 1988
Rockwell Collins March 2011 - Present
Lockheed Martin February 2006 - February 2011
ESSEX FINANCIAL SERVICES October 1999 - December 2006
LEGG MASON WOOD WALKER, INC September 1998 - October 1999
Education
University of New Haven 2000 — 2005
M.B.A. - Certificate, Finance
University of Maryland College Park 1994 — 1999
Bachelor of Arts Degree, History
Dauphin County Children & Youth August 2011 - Present
Hartman Underhill & Brubaker, LLP November 2010 - May 2011
FMA Advisory, Inc. September 2008 - October 2010
Ajamie LLP May 2004 - August 2008
Shepherd Smith & Bebel April 2003 - April 2004
Securities Analysis Group August 2001 - April 2003
Legg Mason Wood Walker, Inc. February 1996 - June 2001
Skills
Westlaw, Litigation, Trials, Legal Research, Litigation Support, Legal Writing, Legal Assistance, Civil Litigation, Courts, Pleadings, PACER, Commercial Litigation, Legal Documents, Lexis, Document Review
Education
Harrisburg Area Community College 2009 — 2010
Paralegal Certificate, Legal Assistant/Paralegal
Clarion University of Pennsylvania 1992 — 1995
Education
Brown Advisory March 2010 - Present
Kallina & Associates, LLC April 2006 - October 2009
Legg Mason Wood Walker, Inc. 2004 - 2006
Skills
Estate Planning
Education
University of Maryland Francis King Carey School of Law 2001 — 2004
JD, Law
Connecticut College 1996 — 2000
BA, Sociology Based Human Relations
Notre Dame Prep 1992 — 1996
Legg Mason Wood Walker, Inc. 1996 - 2006
Education
Elmira College 1979 — 1983
Bachelor of Science, Business Administration
BMO Capital Markets May 2010 - Present
BMO Capital Markets May 2010 - Present
Legg Mason 1994 - 2006
Legg Mason Wood Walker, Inc. 1994 - 2005
Skills
Capital Markets, Retirement Planning, Bloomberg, Investments, Fixed Income, Bonds, Series 7, Equities, Investment Banking, Hedge Funds, Trading, Financial Markets, Structured Products, Derivatives, Alternative Investments, Securities
Education
Saint John's University 1983 — 1985
MBA, Finance
Binghamton University 1978 — 1981
BS, Finance
Gyroscope Capital Management Group 2006 - Present
Moors & Cabot 2005 - Present
Author 2004 - Present
The Colony Group, LLC 2005 - 2006
Legg Mason Wood Walker, Inc. 1994 - 2005
The American Express Company, Lehman Brothers, Inc. 1990 - 1992
American Express Travel Services 1989 - 1990
Skills
Investment Advisory, Investments, Portfolio Management, Asset Managment, Mutual Funds, Strategic Financial..., Retirement, Alternative Investments, Securities, Investment Strategies, Insurance, Fixed Annuities, Financial Analysis, Fixed Income, Hedge Funds, Financial Planners, Series 24, Risk Management, Long-term Care, Trading
Education
Fuqua School of Business, Duke University 1992 — 1994
Master of Business Administration (M.B.A.)
New York University 1989 — 1992
Master of Arts (M.A.), Economics
The London School of Economics and Political Science 1989 — 1989
The College of William and Mary 1985 — 1989
Bachelor of Arts (B.A.), Economics
Visicore Technology Group, LLC January 2015 - Present
Visicore Technology Group, LLC. January 2014 - Present
PayPal August 2010 - September 2013
Bill Me Later, Inc. July 2003 - August 2010
Legg Mason Wood Walker, Inc. December 2000 - June 2003
Thomson Prometric (through TekSystems) August 1999 - September 2000
Legg Mason (as an independent contractor) August 1998 - April 1999
GE Capital (as an independent contractor) June 1998 - August 1998
Legg Mason November 1996 - May 1998
Legg Mason October 1995 - November 1996
Skills
Windows Server, Disaster Recovery, Servers, VMware, Citrix, System Administration, Microsoft SQL Server, IIS, DNS, Microsoft Exchange, Networking, Technical Support, Windows, Windows System..., Aspect, TCP/IP, Solaris, VMware ESX, Databases, Virtualization, Software Development, Unix, Powershell, VoIP, Cluster, vSphere, NetApp Filers, DHCP, Server Architecture, Solarwinds, IT Management, Management, VMware vSphere, Application Architecture, Security
Education
Towson University 1990 — 1991
BS, Natural Science
University of Maryland College Park 1986 — 1990
Geology
Wells Fargo April 2013 - Present
Fannie Mae August 2012 - April 2013
Morgan Stanley with IMR, Inc April 2012 - August 2012
Morgan Stanley with IMR, Inc October 2011 - April 2012
Deutsche Bank Alex Brown, Inc June 2010 - May 2011
Deutsche Bank Alex. Brown, Inc May 2006 - June 2010
Bunge Ltd August 2005 - April 2006
Legg Mason Wood Walker, Inc July 2004 - July 2005
T. Rowe Price Associates, Inc November 2003 - July 2004
Skills
Bloomberg, Microsoft Office, Visio, Thompson One, Advent, Axys, Moxy, Sage, Portfolio Management, Asset Managment, Stylus, Financial Analysis, New Business Development, Strategic Planning, Change Management, Asset Management, Account Reconciliation, Settlement, Corporate Actions, Financial Services, Investments, Trading Systems, Middle Office, Options, Bonds, Trading, Capital Markets, Derivatives, Equities, Fixed Income, Analysis, Business Analysis, Business Strategy
Education
The Johns Hopkins University - Carey Business School 2001 — 2003
Master of Business Administration (MBA), Management and Finance
The Johns Hopkins University - Carey Business School
MBA, Management, Finance and Leadership Development
Morehouse College 1991 — 1994
Bachelors of Arts, Marketing and Japanese
Financial Industry Regulatory Authority February 2014 - Present
Financial Industry Regulatory Authority April 2010 - Present
Financial Industry Regulatory Authority April 2008 - April 2010
National Association of Securities Dealers June 2006 - April 2008
Legg Mason, Inc January 2006 - June 2006
Legg Mason Wood Walker, Inc September 2003 - January 2006
Legg Mason Wood Walker, Inc September 2001 - September 2003
Legg Mason Wood Walker, Inc February 2001 - September 2001
Extended Stay America Hotels October 2000 - February 2001
Judge Advocat General September 1999 - December 1999
Skills
Securities, Series 7, FINRA, Mutual Funds, Investments, Finance, Financial Services, Financial Analysis, Analysis, Options, Retirement Planning, ETFs, Fixed Annuities, Financial Advisory, Training, Management, Program Management, Series 63, Securities Regulation, Software Documentation, Series 24, Budgets, Fixed Income, Equities, Alternative Investments, Asset Management, Wealth Management, Portfolio Management, Asset Allocation
Education
Strayer University 2001 — 2003
Master of Business Administration, Marketing
Christopher Newport University 1997 — 2000
BS, Government Administration
Christopher Newport University 1997 — 2000
BS, Government Administration; Criminal Justice
Marshfield Associates April 2007 - December 2012
UBS Financial Services November 2005 - March 2007
Legg Mason Wood Walker, Inc. June 2004 - November 2005
Education
University of Maryland College Park
Bachelor of Science (BS)
The Kane Company 2013 - 2015
First Oxford Management Corporation 2007 - 2013
First Oxford Management Corporation 2002 - 2007
Deutsche Bank Securities, Inc. 2000 - 2002
Legg Mason Wood Walker, Inc. 1997 - 2000
ProServ Inc. 1994 - 1997
U.S. Government 1989 - 1992
Education
Marquette University Law School
Doctor of Law (JD)
San Diego State University
Master of Arts (MA), Political Science (National Security)
University of San Diego
Bachelor of Arts (BA), Political Science (International Relations)
Morgan Stanley Wealth Management June 2013 - Present
Clearview Trading Advisors October 2010 - May 2013
Global Currents Investment Management July 2008 - June 2010
Brandywine Global Investment Management, LLC February 1999 - June 2008
RIMCO (Riggs Investment Management Corporation) January 1995 - June 1998
RIMCO (Riggs Investment Management) January 1991 - January 1995
RIMCO (Riggs Investment Management April 1990 - January 1991
Legg Mason Wood Walker, Inc August 1988 - April 1990
Skills
Series 7, Equities, Portfolio Management, Asset Managment, Bloomberg, Hedge Funds, Equity Trading, Asset Allocation, Mutual Funds, ETFs, Alternative Investments, Fixed Income, Strategy, Bonds, Trading, Investments
Education
Randolph-Macon Woman's College 1984 — 1988
BA, Economics
Rite Aid May 2013 - Present
Rite Aid August 2012 - Present
Vallerie Service Company LLC. September 2010 - August 2012
Hampton House May 2009 - August 2009
Baltimore Museum of Industry September 2007 - August 2008
Citigroup August 2004 - December 2006
Smith Barney August 2004 - December 2006
Legg Mason December 1999 - August 2004
Legg Mason Wood Walker, Inc December 1999 - August 2004
Apartment Services October 1998 - December 1999
Skills
Customer Service, Inventory Management, Staff Management, Staff Training, Supervisory Skills, Dispatching, Reconciliations, Program Coordination, Auditing, Account Reconciliation, Invoicing, Operations Management, Payroll, Time Management, Training, Event Management
Education
University of Baltimore 2008 — 2010
BA, History
Community College of Baltimore County 2006 — 2008
AA, General Studies
Santander Consumer USA Inc. 2014 - Present
United Services Automobile Association May 2012 - 2014
United Services Automobile Association March 2011 - May 2012
Simmons Bedding Company 2009 - 2009
Fiserv, Inc. 2008 - 2009
Ernst & Young LLP 2003 - 2008
FreeMarkets, Inc. 2000 - 2002
Legg Mason Wood Walker, Inc. 1997 - 2000
Skills
Financial Modeling, Risk Management, Forecasting, Business Process..., Strategy, Financial Analysis, Process Improvement, Analysis, Internal Controls, Internal Audit, Financial Risk, Banking, Management, Accounting, Finance, Management Consulting
Education
Emory University - Goizueta Business School
MBA, Finance and Strategy
University of Pittsburgh
Certificate in Accounting, Accounting
State University of New York at Albany
Bachelor of Arts, Economics
Morgan Stanley Smith Barney 2011 - Present
Morgan Stanley Smith Barney February 2007 - June 2009
Citi Smith Barney February 2007 - June 2009
Citi Smith Barney March 2006 - February 2007
Legg Mason Wood Walker, Inc November 2003 - March 2006
Legg Mason Wood Walker, Inc November 2002 - October 2003
Skills
Series 66, Series 7, Series 9/10, Uniform Combined State..., Retirement Planning, FINRA, Asset Allocation
Education
Denison University 1995 — 1999
B.A, Mathematics
Caduceus Partners March 2013 - Present
HealthCare 250 LLC December 2003 - March 2013
Legg Mason Wood Walker, Inc. 1999 - 2003
Sanford C. Bernstein & Co. 1993 - 1998
U.S. HomeCare 1988 - 1991
Prudential-Bache Capital Funding 1987 - 1988
First Boston Corporation 1980 - 1987
Skills
Healthcare, Strategic Planning, Market Research, Business Development, Management Consulting, Competitive Analysis, Management, Strategic Partnerships, Business Strategy, Strategy, Competitive Intelligence, Healthcare Information..., Mergers & Acquisitions, Start-ups, Valuation, Program Management, Leadership, Finance, Private Equity, Feasibility Studies, Investment Research, Health Care Services, Managing Physcian -..., Financial Modeling and..., Medical Care..., Physician Practice..., Ambulatory Care and..., Chronic Care and..., Medical Supply..., Health Care Portfolio..., Service and Program..., Investment Analysis and..., Health Care Industry..., Health Care Information..., Physicians
Education
Harvard Business School
MBA
Princeton University
BA, Politics, Economics
PNC December 2013 - Present
Valley Forge Asset Management August 2011 - July 2013
Heritage Financial Consultants LLC October 2006 - July 2011
Citigroup Global Markets, Inc. February 2006 - October 2006
Legg Mason Wood Walker, Inc. July 1999 - February 2006
Mercantile-Safe Deposit & Trust October 1994 - July 1999
T. Rowe Price Associates February 1991 - October 1994
Education
Towson State University 1987 — 1990
Bachelor of Business Administration (B.B.A.), Finance
University of Maryland College Park 1985 — 1987
Retired January 2005 - Present
Prudential Securities March 2003 - June 2005
Legg Mason Wood Walker, Inc April 1995 - May 2003
Education
Archbishop Hoban High School 1969 — 1973
College Prep, College Prep
The University of Akron 1969 — 1973
BS, Business Administration and Management, General
ASI Government November 2008 - Present
BearingPoint Inc February 2003 - November 2008
Eagle Alliance/ Computer Science Corp May 2001 - February 2003
Johns Hopkins University February 1999 - May 2001
Legg Mason Wood Walker Inc December 1997 - February 1999
Skills
Finance, Government Acquisition, Management Consulting, Program Management, Business Process..., Analysis, Leadership, Process Improvement, Government, Strategy
Education
The Johns Hopkins University 2000 — 2003
Master of Business Administration (MBA), Finance, General
University of Maryland College Park 1993 — 1997
Bachelor of Arts (B.A.)
Banta Asset Management LP May 2004 - January 2015
Legg Mason Wood Walker, Inc. November 1999 - November 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint, Leadership, Training, Financial Planning, Retirement, Financial Advisory, Investments, Management, Financial Services, Financial Analysis
Education
California State University-San Bernardino 2013 — 2015
BA Career and Technical Studies (CTS), Career & Technical Studies
College for Financial Planning 2012 — 2013
Chartered Retirement Planning Counselor (CRPC®), Retirement Planning Counselor
College for Financial Planning 2010 — 2012
Certified Financial Planner Certification (CFP®), Financial Planning