Piedmont Capital Distributors

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Piedmont Capital Distributors Employees

Employee
Years
Job
Industry
Carla (Bartek) Goehring Carla (Bartek) Goehring Richmond, Texas Details
Carla (Bartek) Goehring's Piedmont Capital Distributors Experience August 2011 - January 2013
Job Experienced Sales
Industry Insurance
Experience
Farmers Insurance  January 2014 - Present
Piedmont Capital Distributors   August 2011 - January 2013
CJ Goehring & Associates   September 2009 - August 2011
Hartford Financial Services Group  September 2006 - September 2009
Victory Capital Management  December 2002 - June 2006
J & W Seligman  January 1996 - December 2002
Overland Express--Wells Fargo--Stephens, Inc   July 1991 - December 1995

Skills
Mutual Funds, Series 63, Retirement Planning, Equities, Bloomberg, Series 7, Sales Operations, Financial Markets, Wealth Management, Hedge Funds, Separately Managed..., Portfolio Management, Fixed Annuities, Financial Services, Investments, Sales, Finance, Management, Alternative Investments, Asset Allocation, Insurance, Retirement, Marketing

Education
Southwest Texas State University   1980 — 1984
BBA, Finance

John Hershock John Hershock Orange County, California Area Details
John Hershock's Piedmont Capital Distributors Experience March 2013 - August 2015
Job Regional Vice President at AmericaFirst Securities
Industry Financial Services
Experience
AmericaFirst Capital Management, LLC   August 2015 - Present
Patrick Capital Markets, LLC   March 2013 - August 2015
Piedmont Capital Distributors   March 2013 - August 2015
Lincoln Financial Distributors  November 2006 - February 2013
RiverSource Asset Management  May 2001 - November 2006
Ameriprise Financial Services, Inc.   May 2001 - November 2006
Guardian Life  April 2000 - May 2001
Pacific Life  July 1998 - April 2000
Talbot Financial Services  February 1996 - July 1998
AllianceBernstein  December 1993 - February 1996

Skills
Fixed Annuities, Series 7, Series 63, Mutual Funds, Retirement Planning, Variable Annuities, Retirement, Series 65, Financial Advisory, Wealth Management, Asset Allocation, Equities, Alternative Investments, Investment Management, Life Insurance, IRAs, Financial Services, Insurance, Customer Service, Investments, Investment Advisory, Term Life Insurance, FINRA, Separately Managed..., Asset Management, Securities, Investment Strategies, Finance, Risk Management, Bonds, Strategic Financial..., Financial Planning

Education
Vanguard University of Southern California   2000 — 2003
BA, organizational management

Penn State University   1981 — 1983
Architectural Engineering

Mark Sargon Mark Sargon Greater Atlanta Area Details
Mark Sargon's Piedmont Capital Distributors Experience September 2014 - Present
Job Regional Director at Piedmont Capital Distributors
Industry Financial Services
Experience
Piedmont Capital Distributors   September 2014 - Present
Morgan Keegan  December 2008 - March 2013
Advisors Asset Management  2007 - 2008
UBS Financial  1996 - 2004
SunTrust Robinson Humphrey  1989 - 1996

Skills
Investments, Asset Management, Equities, Portfolio Management, Retirement, Bonds, Retirement Planning, Series 7, Mutual Funds, Wealth, Loans, Separately Managed..., Fixed Income, Life Insurance, Financial Advisory, Financial Modeling, Risk Management, ETFs, Private Equity, Funding, Series 65, Series 63, Options, Investment Advisory, Financial Analysis, Asset Allocation, Securities, 401k, Series 6, Alternative Investments, Wealth Management, Strategic Financial..., Hedge Funds, Estate Planning, Investment Management, IRAs, Asset Managment, Financial Planning, FINRA, Uniform Combined State..., Investment Strategies, Capital Markets, Trading, Financial Services

Education
Ohio University   1981 — 1985
Bachelor of Science, Organizational Communication

Firestone HS   1978 — 1982

Terry Pettorini Terry Pettorini Columbus, Ohio Area Details
Terry Pettorini's Piedmont Capital Distributors Experience October 2011 - June 2012
Job Regional Vice President at Columbia Management
Industry Financial Services
Experience
Columbia Management  June 2012 - Present
Piedmont Capital Distributors   October 2011 - June 2012
Eastern Wire House Division   January 2011 - June 2011
The Hartford  September 2005 - June 2011
The Hartford Funds   September 2005 - June 2011
Eastern Half of The US   October 2010 - December 2010
Hartford Mutual Funds  September 2005 - December 2010
AIG SunAmerica  January 2005 - September 2005

Skills
Mutual Funds, Retirement, Annuities, Financial Markets, Series 6, Series 63, Alternative Investments, Wholesaling, series 26, Insurance, Financial Advisory, Series 65, Series 7, Retirement Planning, Fixed Annuities, Wholesale, Sales, FINRA

Education
The Ohio State University   1999 — 2003
BA, Political Science & Economics

The Ohio State University   1999 — 2003
BS, Political Science & Economics

Akron University
Graduate Work, Business

Flynt Hughes Flynt Hughes Birmingham, Alabama Area Details
Flynt Hughes's Piedmont Capital Distributors Experience July 2012 - September 2014
Job Regional Vice President at MetLife
Industry Financial Services
Experience
MetLife  April 2015 - Present
Chickasaw Capital Management, LLC   September 2014 - Present
Piedmont Capital Distributors   July 2012 - September 2014
Sun Life Financial  February 2009 - July 2012
AIG SunAmerica  April 2004 - February 2009
AG Edwards  June 2003 - April 2004
Planco/Hartford   October 2002 - May 2003
UBS/Paine Webber  April 2001 - October 2002
Prudential Securities Inc.  March 1997 - April 2001
RAF Financial   December 1996 - March 1997

Skills
Series 7, Series 63, Series 65, Health, Life, Variable

Education
University of Mississippi   1989 — 1993
Bachelor of Business Administration, Marketing

Jackson Academy HS, Jackson, MS
High School Diploma, General Studies

Ruth Ann Tyner, CFP Ruth Ann Tyner, CFP Greater Los Angeles Area Details
Ruth Ann Tyner, CFP's Piedmont Capital Distributors Experience May 2011 - September 2012
Job Director of Wealth Management, Los Angeles/Irvine with USAA
Industry Investment Management
Experience
USAA  September 2012 - Present
Piedmont Capital Distributors   May 2011 - September 2012
Washington Mutual Bank  1984 - 2006
Washington Mutual Bank  1984 - 2006

Education
College of Financial Planning   1988 — 1991
CFP, Certified Financial Planner

California State University-Fullerton   1979 — 1984
BS, Human Services

Tony Poleondakis Tony Poleondakis Cleveland/Akron, Ohio Area Details
Tony Poleondakis's Piedmont Capital Distributors Experience September 2010 - Present
Job National Sales Director at Piedmont Capital Distributors
Industry Financial Services
Experience
Piedmont Capital Distributors   September 2010 - Present
Principal Financial Group  November 2002 - December 2008
Alliance Bernstein  November 1983 - December 2001

Education
Case Western Reserve University - Weatherhead School of Management   1985 — 1987
MBA

New York University   1977 — 1979
B.S., International Business

USNA

Shannon Burgett Shannon Burgett Charlotte, North Carolina Area Details
Shannon Burgett's Piedmont Capital Distributors Experience April 2011 - November 2011
Job Financial Consultant Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  November 2011 - Present
Piedmont Capital Distributors   April 2011 - November 2011
Nationwide Insurance  May 2010 - April 2011
LPL Financial  April 2009 - May 2010
Allianz Life  January 2008 - March 2009
Evergreen Investments  November 2005 - January 2008
Evergreen Investments  March 2002 - November 2005
First Union Securities  May 1999 - March 2002
First Union National Bank  October 1998 - May 1999
First Union National Bank  September 1997 - October 1998

Skills
Investments, Mutual Funds, Strategy, Financial Services, Strategic Financial..., Insurance, Retirement, Risk Management, Fixed Annuities, Management, Finance, Sales, Equities, Financial Advisory, Banking, Sales Operations, Business Planning, 401k, Marketing Strategy, Estate Planning

Education
Appalachian State University   1993 — 1996
BS, Industrial/Organizational Psychology

James Maertz James Maertz Greater Los Angeles Area Details
James Maertz's Piedmont Capital Distributors Experience September 2012 - April 2013
Job Regional Vice President with New York Life & MainStay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments  May 2014 - Present
AllianceBernstein  April 2013 - May 2014
Piedmont Capital Distributors   September 2012 - April 2013
Symetra  April 2012 - August 2012
The Hartford Mutual Funds  2003 - April 2012
AIG SunAmerica  December 2000 - October 2003

Skills
Wholesaling, Series 6, Series 63, Mutual Funds, Variable Annuities, Fixed Annuities, Retirement Planning, 401k, Financial Advisory, Series 7, Estate Planning, Investments, Investment Advisory, Wholesale, Strategic Financial..., Sales, Entrepreneurship, ETFs, Financial Planning

Education
Rainmaker U   2007 — 2009

San Diego State University-California State University   1994 — 2000
Bachelor of Science (BS), Public Administration

Wayne E. Perry, CIMA, CRPC Wayne E. Perry, CIMA, CRPC Washington D.C. Metro Area Details
Wayne E. Perry, CIMA, CRPC's Piedmont Capital Distributors Experience April 2012 - April 2013
Job Vice PresidentDivision Sales Director at ALPS Inc., Exclusive Distributor of CoreCommodity Management
Industry Financial Services
Experience
ALPS Inc., Exclusive Distributor of CoreCommodity Management   January 2015 - Present
The Kid and The Kale   April 2013 - Present
E*TRADE Financial  April 2013 - January 2015
Piedmont Capital Distributors   April 2012 - April 2013
OppenheimerFunds  November 2004 - October 2010
JPMorgan Chase  December 2003 - November 2004
Dreyfus  April 2000 - December 2003

Skills
Portfolio Management, Series 6, Equities, Series 7, Securities, Financial Markets, Series 63, Wealth Management, Asset Allocation, Fixed Income, Bonds, Retirement Planning, Investment Strategies, Investment Management, Financial Services, ETFs, Separately Managed..., Relationship Management, Variable Annuities, Retirement, Financial Advisory, Hedge Funds, Asset Management, Investments, Mutual Funds, Financial Analysis, Asset, FINRA, Alternative Investments, Capital Markets, Compliance, Financial Modeling, Financial Planning, Due Diligence, Risk Management, Banking, Investment Advisory, Public Speaking, Small Business, Part Time CFO, Food Safety, Food Manufacturing, Finance, Series 65, Management

Education
The George Washington University - School of Business   2007 — 2009
MBA, Finance and International Business

Hofstra University
BBA, Business Management

Michael Begos Michael Begos Tuckahoe, New York Details
Michael Begos's Piedmont Capital Distributors Experience April 2010 - March 2011
Job Sales and Operations Manager at Burke's Restaurant and Bar
Industry Food & Beverages
Experience
Burke's Restaurant and Bar   January 2013 - Present
Evergreen United Investments   February 2012 - 2012
AmericaFirst Capital Management   March 2011 - December 2011
Piedmont Capital Distributors   April 2010 - March 2011
Columbia Management  November 2005 - May 2009
Columbia Management  January 2000 - November 2005
Boston Capital  November 1998 - January 2000
Putnam Investments  January 1996 - January 1998

Skills
Presentations, Sales, Organization, Building Relationships, Networking, Financial Services, Financial Advisory, Portfolio Management

Education
Saint Michael's College   1992 — 1996
Bachelor of Arts, Political Science

John Demarest John Demarest Baltimore, Maryland Area Details
John Demarest's Piedmont Capital Distributors Experience March 2014 - July 2015
Job Complex Business Development Manager, Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  August 2015 - Present
Piedmont Capital Distributors   March 2014 - July 2015
Principal Funds  June 2005 - November 2013
The Hartford  March 2003 - June 2005
UBS  April 2002 - February 2003
Ohio National Financial Services  October 1999 - April 2002
Legg Mason  October 1994 - October 1999

Skills
Mutual Funds, Sales, Wealth Management, Investment Advisory, Client Development, Investments, Sales Presentations, Series 6, Series 7, Series 63, Retirement Planning, Fixed Annuities, Separately Managed..., 401k, Financial Advisory

Education
Salisbury University   1979 — 1983
Bachelor of Arts (BA), Political Science-History-Economics

Alan Gray Alan Gray Greater Chicago Area Details
Alan Gray's Piedmont Capital Distributors Experience October 2010 - January 2012
Job Vice President at Wellesley Investment Advisors, Inc.
Industry Investment Management
Experience
Wellesley Investment Advisors, Inc.   January 2013 - Present
Access Distribution Partners, LLC   January 2012 - January 2013
Piedmont Capital Distributors   October 2010 - January 2012
Alan Gray Financial Services   March 2009 - January 2012
Lincoln Financial Distributors  2007 - 2009
FFB Equity Parnters   2004 - 2007
AIM Investments  1994 - 2004
Invesco Ltd.  1994 - 2004
Alliance Capital Management  1989 - 1992
Balcor American Express  1976 - 1986

Skills
Mutual Funds, Asset Management, Separately Managed..., Financial Advisory, Fixed Annuities, Asset Managment, Series 63, Alternative Investments, Investments, Series 7, Asset Allocation, Financial Services, Investment Management, Team Building, Investment Advisory, Series 6, FINRA, Financial Planners, Wealth, Equities, Fixed Income, Series 24, Portfolio Management, Securities, 401k, ETFs, Series 65, IRAs, High Net Worth..., Wealth Management..., Retirement, Retirement Planning, Wealth Management, Public Speaking, Real Estate, Investment Strategies, Investment Properties, Selling, Variable Annuities, Bonds, Annuity, Hedge Funds, Pensions, Wholesaling, Annuities, Insurance, Series 66, Sales Management, Consultative Selling, Real Estate Investment

Education
Southern Illinois University, Carbondale   1969 — 1973
BS, Accounting

Phil Hanson Phil Hanson Houston, Texas Area Details
Phil Hanson's Piedmont Capital Distributors Experience 2013 - Present
Job Regional Director at Piedmont Capital Distributors
Industry Financial Services
Experience
Piedmont Capital Distributors   2013 - Present
Transamerica  2009 - 2013
ING  July 1994 - November 2008

Skills
Series 63, Mutual Funds, Series 7, Retirement Planning, Fixed Annuities, Asset Allocation, Wealth Management, 401k, Investments, Alternative Investments, Securities, Variable Annuities, Sales, Separately Managed..., Series 65, Financial Services, Financial Advisory, Equities, Asset Management, Fixed Income

Education
Southern Methodist University - Cox School of Business   1991 — 1993
MBA, Finance

The University of Texas at Dallas
Bachelor's degree, Economics, summa cum laude

Patrick Bless Patrick Bless Boca Raton, Florida Details
Patrick Bless's Piedmont Capital Distributors Experience March 2012 - Present
Job Regional Director of Florida, Piedmont Capital Distributors
Industry Financial Services
Experience
Piedmont Capital Distributors   March 2012 - Present
Oppenheimer & Co. Inc.   November 2010 - April 2012
Merrill Lynch  November 2004 - November 2010

Skills
Investments, Portfolio Management, Mutual Funds, Sales, Public Speaking, Series 7, Alternative Investments, Microsoft Excel, PowerPoint, Retirement Planning, Wealth Management

Education
Florida Atlantic University   1998 — 2000
Bachelor of Science, Finance and Economics

Daniel Leder Daniel Leder San Francisco Bay Area Details
Daniel Leder's Piedmont Capital Distributors Experience November 2012 - December 2012
Job Regional VP at Equinox Group Distributors
Industry Financial Services
Experience
Equinox Group Distributors   January 2013 - Present
Piedmont Capital Distributors   November 2012 - December 2012
Pacific Life  September 2003 - August 2012
Prudential Financial  February 2001 - June 2003

Skills
Portfolio Optimization, Income Protection, Retirement Planning, Mutual Funds, Alternative Investments, Separately Managed..., Variable Annuities, Fixed Annuities, Series 7, Series 63, Public Speaking

Education
Boston College   1991 — 1995
BA, Communication and Media Studies

Manhasset High School   1987 — 1991