Piedmont Investment Advisors
Industry: Company
DescriptionFounded: 2000 Parent organization: FIS Group Subsidiary: NCM Capital Management Group Inc.
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Piedmont Investment Advisors Employees
Employee
Years
Job
Industry
Spencer Gliddon Spencer Gliddon's Piedmont Investment Advisors Experience May 2014 - June 2014
Job Summer Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2015 - August 2015
Piedmont Investment Advisors May 2014 - June 2014
Carolina Union June 2011 - October 2013
Larkin Enterprises June 2013 - August 2013
Schwarcz, Rimberg, Boyd & Rader, LLP July 2013 - July 2013
Polo Ralph Lauren October 2010 - December 2012
Skills
Fashion, Social Media, Apparel, Customer Service, Sales, PowerPoint, Retail, LexisNexis
Education
University of North Carolina at Chapel Hill 2012 — 2016
Bachelor of Science (B.S.), Business Administration, Junior
The Chinese University of Hong Kong 2015 — 2015
International Business
Copenhagen Business School 2014 — 2014
International Business
J.P. Morgan June 2015 - August 2015
Piedmont Investment Advisors May 2014 - June 2014
Carolina Union June 2011 - October 2013
Larkin Enterprises June 2013 - August 2013
Schwarcz, Rimberg, Boyd & Rader, LLP July 2013 - July 2013
Polo Ralph Lauren October 2010 - December 2012
Skills
Fashion, Social Media, Apparel, Customer Service, Sales, PowerPoint, Retail, LexisNexis
Education
University of North Carolina at Chapel Hill 2012 — 2016
Bachelor of Science (B.S.), Business Administration, Junior
The Chinese University of Hong Kong 2015 — 2015
International Business
Copenhagen Business School 2014 — 2014
International Business
Franklin Boone's Piedmont Investment Advisors Experience May 2010 - July 2010
Job Student at East Carolina University
Industry Music
Experience
Every Nation Ministries 2011 - Present
University Book Exchange July 2012 - August 2013
Piedmont Investment Advisors May 2010 - July 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, HTML, Singer-songwriter, Singing, Acoustic Guitar, Bass Guitar, Piano, Percussion, Drum Set, Team Leadership, Live Performer, Banjo
Education
East Carolina University 2010 — 2015
Every Nation Ministries 2011 - Present
University Book Exchange July 2012 - August 2013
Piedmont Investment Advisors May 2010 - July 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, HTML, Singer-songwriter, Singing, Acoustic Guitar, Bass Guitar, Piano, Percussion, Drum Set, Team Leadership, Live Performer, Banjo
Education
East Carolina University 2010 — 2015
Michael Barbee's Piedmont Investment Advisors Experience June 2011 - July 2012
Job PSA(Golf Cart Attendant) at Country Club of Landfall
Industry Investment Banking
Experience
Country Club of Landfall January 2013 - August 2014
UNCW 2014 - 2014
Piedmont Investment Advisors June 2011 - July 2012
G.H. Williams Collaborative June 2007 - August 2007
Skills
Microsoft Excel, Painting, Real Estate Development, Investments, Financial Modeling, Financial Analysis, Photoshop, Corporate Finance, Adobe Acrobat, Financial Accounting, Finance, QuickBooks, Equities, Access, Accounts Payable
Education
University of North Carolina at Wilmington 2011 — 2015
Country Club of Landfall January 2013 - August 2014
UNCW 2014 - 2014
Piedmont Investment Advisors June 2011 - July 2012
G.H. Williams Collaborative June 2007 - August 2007
Skills
Microsoft Excel, Painting, Real Estate Development, Investments, Financial Modeling, Financial Analysis, Photoshop, Corporate Finance, Adobe Acrobat, Financial Accounting, Finance, QuickBooks, Equities, Access, Accounts Payable
Education
University of North Carolina at Wilmington 2011 — 2015
Catherine Stanback's Piedmont Investment Advisors Experience May 2015 - June 2015
Job Recent Graduate of Hampton University
Industry Marketing and Advertising
Experience
Piedmont Investment Advisors May 2015 - June 2015
JCPenney December 2012 - November 2013
Harris Teeter March 2009 - September 2009
Johnny Carino's May 2008 - February 2009
Bryson Christian Montessori January 2007 - November 2007
Education
Hampton University 2009 — 2015
Bachelor’s Degree, Marketing
Charles E. Jordan High School 2005 — 2009
High School
Piedmont Investment Advisors May 2015 - June 2015
JCPenney December 2012 - November 2013
Harris Teeter March 2009 - September 2009
Johnny Carino's May 2008 - February 2009
Bryson Christian Montessori January 2007 - November 2007
Education
Hampton University 2009 — 2015
Bachelor’s Degree, Marketing
Charles E. Jordan High School 2005 — 2009
High School
Neil Gupta, CFA Neil Gupta, CFA's Piedmont Investment Advisors Experience 2009 - 2011
Job Vice President at SSG Capital Advisors
Industry Investment Banking
Experience
SSG Capital Advisors 2011 - Present
Piedmont Investment Advisors 2009 - 2011
Watson Wyatt Worldwide 2006 - 2007
HIP Health Plan of New York 2004 - 2006
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2009
MBA, Investment Management
The Johns Hopkins University 1999 — 2003
BS, Applied Mathematics and Statistics
Wyomissing Area High School 1995 — 1999
SSG Capital Advisors 2011 - Present
Piedmont Investment Advisors 2009 - 2011
Watson Wyatt Worldwide 2006 - 2007
HIP Health Plan of New York 2004 - 2006
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2009
MBA, Investment Management
The Johns Hopkins University 1999 — 2003
BS, Applied Mathematics and Statistics
Wyomissing Area High School 1995 — 1999
Dawn Gour's Piedmont Investment Advisors Experience September 2009 - January 2010
Job Senior Administrative Assistant at Deloitte
Industry Financial Services
Experience
Cohen & Steers November 2014 - March 2015
Eisai December 2013 - September 2014
University of North Carolina at Chapel Hill April 2013 - September 2013
Fidelity Investments September 2011 - February 2012
Peacock Connections LLC February 2010 - September 2011
Piedmont Investment Advisors September 2009 - January 2010
Egon Zehnder International April 2008 - March 2009
Fidelity Investments January 2006 - April 2008
Skills
Team Building, Project Management, Leadership, Time Management, Event Management, Strategy, Conflict Resolution, Non-profit..., Project Planning, Business Communications, Community Outreach, Budgets, PowerPoint, Public Speaking, Entrepreneurship, Global Recruiting, Accounts Payable, Social Media, Toastmasters, Travel Management, Networking, Program Management, SharePoint, Budget Tracking, Cost Reduction..., Financial Recruiting, Background Checks, New Hire Orientations, Negotiation, Client Services, Internal Audit, Databases, Microsoft Dynamics, Business Culture, Hindi, QuickBooks, PeopleSoft, Executive Management, Market Research, Fundraising, Finance, Research, CRM, Board Presentations, SAP, Maximo
Education
University of Pune
Bachelor of Arts, English Literature
University of Pune
Masters Degree, Human Resources
Cohen & Steers November 2014 - March 2015
Eisai December 2013 - September 2014
University of North Carolina at Chapel Hill April 2013 - September 2013
Fidelity Investments September 2011 - February 2012
Peacock Connections LLC February 2010 - September 2011
Piedmont Investment Advisors September 2009 - January 2010
Egon Zehnder International April 2008 - March 2009
Fidelity Investments January 2006 - April 2008
Skills
Team Building, Project Management, Leadership, Time Management, Event Management, Strategy, Conflict Resolution, Non-profit..., Project Planning, Business Communications, Community Outreach, Budgets, PowerPoint, Public Speaking, Entrepreneurship, Global Recruiting, Accounts Payable, Social Media, Toastmasters, Travel Management, Networking, Program Management, SharePoint, Budget Tracking, Cost Reduction..., Financial Recruiting, Background Checks, New Hire Orientations, Negotiation, Client Services, Internal Audit, Databases, Microsoft Dynamics, Business Culture, Hindi, QuickBooks, PeopleSoft, Executive Management, Market Research, Fundraising, Finance, Research, CRM, Board Presentations, SAP, Maximo
Education
University of Pune
Bachelor of Arts, English Literature
University of Pune
Masters Degree, Human Resources
Clayton Ewell Clayton Ewell's Piedmont Investment Advisors Experience May 2014 - Present
Job Intern at Federal Reserve Bank of Philadelphia
Industry Investment Banking
Experience
Federal Reserve Bank of Philadelphia May 2015 - Present
Piedmont Investment Advisors May 2014 - Present
Skills
Bloomberg
Education
Bucknell University 2012 — 2016
Economics
Federal Reserve Bank of Philadelphia May 2015 - Present
Piedmont Investment Advisors May 2014 - Present
Skills
Bloomberg
Education
Bucknell University 2012 — 2016
Economics
JABARI BLACKMON JABARI BLACKMON's Piedmont Investment Advisors Experience October 2011 - Present
Job Student at North Carolina Central University
Industry Financial Services
Experience
Piedmont Investment Advisors October 2011 - Present
North Carolina Central University January 2011 - Present
CAMPUS ECHO NEWSPAPER August 2007 - Present
North Carolina General Assembly January 2009 - August 2011
Representative Larry D. Hall (NC-29) January 2010 - November 2010
College Democrats of America August 2008 - May 2009
David Price for US Congress August 2008 - November 2008
HarlemLIVE June 2003 - August 2008
United States Congress January 2008 - April 2008
Skills
French Fluency, Microsoft Office, Data Analysis
Education
North Carolina Central University 2007 — 2012
Bachelor of Arts, Political Science
Piedmont Investment Advisors October 2011 - Present
North Carolina Central University January 2011 - Present
CAMPUS ECHO NEWSPAPER August 2007 - Present
North Carolina General Assembly January 2009 - August 2011
Representative Larry D. Hall (NC-29) January 2010 - November 2010
College Democrats of America August 2008 - May 2009
David Price for US Congress August 2008 - November 2008
HarlemLIVE June 2003 - August 2008
United States Congress January 2008 - April 2008
Skills
French Fluency, Microsoft Office, Data Analysis
Education
North Carolina Central University 2007 — 2012
Bachelor of Arts, Political Science
Tim Witting Tim Witting's Piedmont Investment Advisors Experience September 2007 - July 2008
Job Seasoned Market Professional
Industry Investment Management
Experience
Northern Trust April 2011 - August 2012
PFG Best May 2010 - March 2011
MF Global February 2009 - May 2010
Piedmont Investment Advisors September 2007 - July 2008
NSLC May 2005 - August 2005
Skills
Financial Markets, Derivatives, Trading, Risk Management, Options, Finance, Investments, Hedge Funds, Strategy, Trading Strategies, Equities
Education
Universitat Pompeu Fabra 2006 — 2007
MSc, Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1999 — 2003
BSBA and BA, Business and Economics
Northern Trust April 2011 - August 2012
PFG Best May 2010 - March 2011
MF Global February 2009 - May 2010
Piedmont Investment Advisors September 2007 - July 2008
NSLC May 2005 - August 2005
Skills
Financial Markets, Derivatives, Trading, Risk Management, Options, Finance, Investments, Hedge Funds, Strategy, Trading Strategies, Equities
Education
Universitat Pompeu Fabra 2006 — 2007
MSc, Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1999 — 2003
BSBA and BA, Business and Economics
Langston Curry's Piedmont Investment Advisors Experience June 2013 - July 2013
Job Recent College Graduate
Industry Marketing and Advertising
Experience
3M May 2015 - July 2015
CastleOak Securities, L.P. June 2014 - August 2014
Piedmont Investment Advisors June 2013 - July 2013
Defy Gravity June 2012 - August 2012
Piedmont Investment Advisors June 2012 - June 2012
Skills
Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Facebook, Microsoft Excel, Social Networking, Research, Spanish, Social Media, Photography, Management, Bloomberg, Leadership, Community Outreach, Fundraising, Equities, Marketing, Financial Analysis, Time Management, Teamwork, Communication
Education
Morehouse College 2011 — 2015
Bachelor’s Degree, Business Administration
Universidad de Cadiz 2013 — 2013
Spanish Language and Literature
3M May 2015 - July 2015
CastleOak Securities, L.P. June 2014 - August 2014
Piedmont Investment Advisors June 2013 - July 2013
Defy Gravity June 2012 - August 2012
Piedmont Investment Advisors June 2012 - June 2012
Skills
Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Facebook, Microsoft Excel, Social Networking, Research, Spanish, Social Media, Photography, Management, Bloomberg, Leadership, Community Outreach, Fundraising, Equities, Marketing, Financial Analysis, Time Management, Teamwork, Communication
Education
Morehouse College 2011 — 2015
Bachelor’s Degree, Business Administration
Universidad de Cadiz 2013 — 2013
Spanish Language and Literature
Terrence Smalls Terrence Smalls's Piedmont Investment Advisors Experience August 2012 - August 2012
Job Solution Architect / Entreprenuer
Industry Entertainment
Experience
Three6ixtyFive. January 2014 - Present
Bieber Time Touring, LLC May 2013 - April 2014
Piedmont Investment Advisors August 2012 - August 2012
Harley Stanfield: Real Estate Development/Investment Company June 2011 - August 2011
GLOBALT Investments February 2011 - April 2011
Foundation 9 Entertainment July 2010 - August 2010
U.S. House of Representatives June 2009 - August 2009
Skills
Social Media, Financial Modeling, Microsoft Excel, Strategic Partnerships, Research, New Business Development, Advertising, Event Planning, Strategic Planning, Public Speaking, Leadership, Project Management, Valuation, Social Media Marketing, Marketing Strategy, Entrepreneurship, Marketing, Business Strategy, Financial Analysis, Public Relations, Mergers & Acquisitions
Education
London School of Economics and Political Science 2012 — 2013
Business Negotiations, Business Negotiations
Morehouse College 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Rajamangala University of Technology Krungthep 2011 — 2011
Foreign Trade & Logistics, Special Topics in Economics: Foreign Trade and Logistics
Three6ixtyFive. January 2014 - Present
Bieber Time Touring, LLC May 2013 - April 2014
Piedmont Investment Advisors August 2012 - August 2012
Harley Stanfield: Real Estate Development/Investment Company June 2011 - August 2011
GLOBALT Investments February 2011 - April 2011
Foundation 9 Entertainment July 2010 - August 2010
U.S. House of Representatives June 2009 - August 2009
Skills
Social Media, Financial Modeling, Microsoft Excel, Strategic Partnerships, Research, New Business Development, Advertising, Event Planning, Strategic Planning, Public Speaking, Leadership, Project Management, Valuation, Social Media Marketing, Marketing Strategy, Entrepreneurship, Marketing, Business Strategy, Financial Analysis, Public Relations, Mergers & Acquisitions
Education
London School of Economics and Political Science 2012 — 2013
Business Negotiations, Business Negotiations
Morehouse College 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Rajamangala University of Technology Krungthep 2011 — 2011
Foreign Trade & Logistics, Special Topics in Economics: Foreign Trade and Logistics
Nada Sarsour Nada Sarsour's Piedmont Investment Advisors Experience January 2010 - October 2012
Job Professional Recruiter at TEKsystems
Industry Information Technology and Services
Experience
TEKsystems September 2015 - Present
TEKsystems October 2014 - Present
TEKsystems February 2013 - October 2014
Piedmont Investment Advisors January 2010 - October 2012
Fidelity Investments March 2009 - December 2009
Skills
Asset Managment, Equities, Investments, Financial Analysis, Fixed Income, Asset Management, Strategy, Technical Recruiting, Leadership, Employee Benefits, Process Improvement, Financial Services, Vendor Management, Analysis, Business Analysis, Risk Management, Finance, SDLC, Portfolio Management, Relationship Management, Data Analysis, Financial Modeling, Time Management, Staff Augmentation, Consulting, Staffing Services, Recruiting, Temporary Placement, Benefits Negotiation, Interviews, Applicant Tracking..., Screening Resumes, Internet Recruiting, Contract Recruitment, College Recruiting, Talent Acquisition, Information Technology
Education
North Carolina State University - College of Management 2005 — 2008
Bachelors, Finance
TEKsystems September 2015 - Present
TEKsystems October 2014 - Present
TEKsystems February 2013 - October 2014
Piedmont Investment Advisors January 2010 - October 2012
Fidelity Investments March 2009 - December 2009
Skills
Asset Managment, Equities, Investments, Financial Analysis, Fixed Income, Asset Management, Strategy, Technical Recruiting, Leadership, Employee Benefits, Process Improvement, Financial Services, Vendor Management, Analysis, Business Analysis, Risk Management, Finance, SDLC, Portfolio Management, Relationship Management, Data Analysis, Financial Modeling, Time Management, Staff Augmentation, Consulting, Staffing Services, Recruiting, Temporary Placement, Benefits Negotiation, Interviews, Applicant Tracking..., Screening Resumes, Internet Recruiting, Contract Recruitment, College Recruiting, Talent Acquisition, Information Technology
Education
North Carolina State University - College of Management 2005 — 2008
Bachelors, Finance
Beth Ingram Beth Ingram's Piedmont Investment Advisors Experience May 2009 - July 2009
Job Assistant Vice President, Digital Program Integration Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors July 2015 - Present
Wells Fargo Advisors February 2013 - July 2015
Wells Fargo Advisors August 2010 - February 2013
Wells Fargo Advisors August 2010 - May 2011
Piedmont Investment Advisors May 2009 - July 2009
Skills
Series 7, Securities, Financial Analysis, Finance, Business Analysis, Financial Markets, Data Analysis, Analysis, Business Development, Project Management, Financial Reporting, Business Strategy, Executive Reporting, Financial Services, Financial Modeling
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2010
Bachelor of Science, Business Administration
University of North Carolina at Chapel Hill 2006 — 2010
Bachelor of Science (B.S.), Business Administration and Management, General
Wells Fargo Advisors July 2015 - Present
Wells Fargo Advisors February 2013 - July 2015
Wells Fargo Advisors August 2010 - February 2013
Wells Fargo Advisors August 2010 - May 2011
Piedmont Investment Advisors May 2009 - July 2009
Skills
Series 7, Securities, Financial Analysis, Finance, Business Analysis, Financial Markets, Data Analysis, Analysis, Business Development, Project Management, Financial Reporting, Business Strategy, Executive Reporting, Financial Services, Financial Modeling
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2010
Bachelor of Science, Business Administration
University of North Carolina at Chapel Hill 2006 — 2010
Bachelor of Science (B.S.), Business Administration and Management, General
Isaac Green Isaac Green's Piedmont Investment Advisors Experience August 2000 - Present
Job Founder, Chief Executive Officer
Industry Investment Management
Experience
Piedmont Investment Advisors August 2000 - Present
Loomis Sayles April 1993 - July 2000
NCM Capital August 1988 - March 1993
NCNB August 1985 - August 1988
Skills
Investment Management, Portfolio Management, Investment Research, Quantitative Investing, Fundamental Analysis, Equities, Investments, Asset Managment, Asset Allocation, Equity Research, Financial Modeling, Fixed Income, Asset Management, Capital Markets, Equity Trading, Mutual Funds, Valuation, Due Diligence, Bonds, Investment Strategies, Equity Valuation
Education
Columbia University - Columbia Business School 1983 — 1985
MBA, Finance, Business Economics
Duke University 1979 — 1983
AB, Economics, History
Piedmont Investment Advisors August 2000 - Present
Loomis Sayles April 1993 - July 2000
NCM Capital August 1988 - March 1993
NCNB August 1985 - August 1988
Skills
Investment Management, Portfolio Management, Investment Research, Quantitative Investing, Fundamental Analysis, Equities, Investments, Asset Managment, Asset Allocation, Equity Research, Financial Modeling, Fixed Income, Asset Management, Capital Markets, Equity Trading, Mutual Funds, Valuation, Due Diligence, Bonds, Investment Strategies, Equity Valuation
Education
Columbia University - Columbia Business School 1983 — 1985
MBA, Finance, Business Economics
Duke University 1979 — 1983
AB, Economics, History
Noel McElreath, CFA Noel McElreath, CFA's Piedmont Investment Advisors Experience January 2010 - Present
Job Senior Vice President/Fixed Income Portfolio Manager at Piedmont Investment Advisors
Industry Investment Management
Experience
Piedmont Investment Advisors January 2010 - Present
Evergreen Investments January 2008 - March 2010
Evergreen Investments April 2004 - January 2008
Skills
Fixed Income, Portfolio Management, Investments, Derivatives, Trading, Mutual Funds
Education
University of North Carolina at Chapel Hill 1990 — 1995
West Charlotte
West Charlotte
Piedmont Investment Advisors January 2010 - Present
Evergreen Investments January 2008 - March 2010
Evergreen Investments April 2004 - January 2008
Skills
Fixed Income, Portfolio Management, Investments, Derivatives, Trading, Mutual Funds
Education
University of North Carolina at Chapel Hill 1990 — 1995
West Charlotte
West Charlotte
Christine Lutterloh Christine Lutterloh's Piedmont Investment Advisors Experience January 2010 - June 2014
Job at Piedmont Investment Advisors
Industry Retail
Experience
Patheon July 2014 - Present
Piedmont Investment Advisors January 2010 - June 2014
The Body Shop August 2008 - January 2010
Talecris Biotherapeutics, Inc. May 2007 - August 2008
Houlihan Lokey Howard & Zukin August 2004 - May 2007
Skills
Outlook, Microsoft Excel, Microsoft Office, Microsoft Word, Lotus Notes, SAP, Event Planning, Customer Service, Asset Management, Concur, Notary Public
Education
Apex School of Theology 2012 — 2016
Bachelor's Degree, Theology/Theological Studies, 3.5
Borough of Manhattan Community College 1995 — 1996
Patheon July 2014 - Present
Piedmont Investment Advisors January 2010 - June 2014
The Body Shop August 2008 - January 2010
Talecris Biotherapeutics, Inc. May 2007 - August 2008
Houlihan Lokey Howard & Zukin August 2004 - May 2007
Skills
Outlook, Microsoft Excel, Microsoft Office, Microsoft Word, Lotus Notes, SAP, Event Planning, Customer Service, Asset Management, Concur, Notary Public
Education
Apex School of Theology 2012 — 2016
Bachelor's Degree, Theology/Theological Studies, 3.5
Borough of Manhattan Community College 1995 — 1996
Kenyon Scales Kenyon Scales's Piedmont Investment Advisors Experience August 2011 - August 2011
Job Interest Rate Derivatives Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2014 - Present
Merrill Lynch May 2013 - August 2013
Goldman Sachs April 2012 - August 2012
Piedmont Investment Advisors August 2011 - August 2011
Skills
Fixed Income, Microsoft Excel, PowerPoint, Calypso, Equities, Technical Analysis, Fundamental Analysis, Financial Analysis, FX Trading, Business Development, Microsoft Office, VBA, Teamwork, Advertising, Logic Pro, Financial Modeling, Futures Trading
Education
Morehouse College 2010 — 2014
B.A., Business Administration
Wells Fargo Securities June 2014 - Present
Merrill Lynch May 2013 - August 2013
Goldman Sachs April 2012 - August 2012
Piedmont Investment Advisors August 2011 - August 2011
Skills
Fixed Income, Microsoft Excel, PowerPoint, Calypso, Equities, Technical Analysis, Fundamental Analysis, Financial Analysis, FX Trading, Business Development, Microsoft Office, VBA, Teamwork, Advertising, Logic Pro, Financial Modeling, Futures Trading
Education
Morehouse College 2010 — 2014
B.A., Business Administration
Ginny Chiarello's Piedmont Investment Advisors Experience April 2014 - June 2015
Job Portfolio Manager at Plexus Capital, LLC
Industry Investment Management
Experience
Plexus Capital, LLC June 2015 - Present
Piedmont Investment Advisors April 2014 - June 2015
Piedmont Investment Advisors September 2012 - March 2014
Piedmont Investment Advisors June 2010 - September 2012
BMO Capital Markets July 2007 - May 2010
PSP Icon August 2006 - December 2006
ING Clarion Capital June 2004 - June 2005
CRA RogersCasey June 2003 - June 2004
Skills
Financial Modeling, Valuation, Bloomberg, Equities, Financial Analysis, Equity Research, Investments, Investment Management, Asset Managment, Capital Markets, Due Diligence, Series 7, Financial Services
Education
Georgia State University - J. Mack Robinson College of Business 2005 — 2006
MBA, International Business, 4.0/4.0
IAE FRANCE - Écoles Universitaires de Management 2005 — 2006
MA, International Management
Universidade Federal do Rio de Janeiro 2006 — 2006
International Business
Brown University 1998 — 2002
BA, Business Economics
New Canaan High School 1994 — 1998
Plexus Capital, LLC June 2015 - Present
Piedmont Investment Advisors April 2014 - June 2015
Piedmont Investment Advisors September 2012 - March 2014
Piedmont Investment Advisors June 2010 - September 2012
BMO Capital Markets July 2007 - May 2010
PSP Icon August 2006 - December 2006
ING Clarion Capital June 2004 - June 2005
CRA RogersCasey June 2003 - June 2004
Skills
Financial Modeling, Valuation, Bloomberg, Equities, Financial Analysis, Equity Research, Investments, Investment Management, Asset Managment, Capital Markets, Due Diligence, Series 7, Financial Services
Education
Georgia State University - J. Mack Robinson College of Business 2005 — 2006
MBA, International Business, 4.0/4.0
IAE FRANCE - Écoles Universitaires de Management 2005 — 2006
MA, International Management
Universidade Federal do Rio de Janeiro 2006 — 2006
International Business
Brown University 1998 — 2002
BA, Business Economics
New Canaan High School 1994 — 1998
Jennifer Kolb's Piedmont Investment Advisors Experience July 2010 - May 2011
Job Assistant Director of Admissions, University of North Carolina at Chapel Hill
Industry Higher Education
Experience
University of North Carolina at Chapel Hill September 2012 - October 2014
Piedmont Investment Advisors July 2010 - May 2011
Cambridge Associates February 2008 - June 2010
NewStar Financial June 2006 - January 2008
Education
University of North Carolina at Chapel Hill 2011 — 2012
Master of Education (M.Ed.), School Counseling
Harvard University 2002 — 2006
Bachelor of Arts, Psychology
University of North Carolina at Chapel Hill September 2012 - October 2014
Piedmont Investment Advisors July 2010 - May 2011
Cambridge Associates February 2008 - June 2010
NewStar Financial June 2006 - January 2008
Education
University of North Carolina at Chapel Hill 2011 — 2012
Master of Education (M.Ed.), School Counseling
Harvard University 2002 — 2006
Bachelor of Arts, Psychology
Donald Mullins, Jr.'s Piedmont Investment Advisors Experience July 2002 - September 2006
Job Senior Consulting Principal at NexTier Capital Solutions, LLC
Industry Financial Services
Experience
NexTier Capital Solutions, LLC 2014 - Present
Urban League of Essex County 2012 - Present
Attucks Asset Management, LLC 2009 - 2013
Harlem Dowling West Side Center for Children and Family Services 1998 - 2011
Stux Capital, LLC 2006 - 2009
Piedmont Investment Advisors July 2002 - September 2006
Lipper & Company, LP 1995 - 2002
Prudential Asset Management Company 1991 - 1995
Skills
Hedge Funds, Alternative Investments, Equities, Portfolio Management, Private Equity, Investments, Asset Allocation, Asset Management, Investment Management, Venture Capital, Marketing, Securities, Fixed Income, Asset Managment, Mutual Funds, Derivatives, Capital Markets, Mergers & Acquisitions, Start-ups, Series 7, Financial Modeling, Due Diligence, Entrepreneurship, Wealth Management, Financial Services, Financial Analysis, Series 63, Bloomberg, Investment Strategies, Investor Relations, Investment Advisory, Equity Research
Education
University of Michigan - Stephen M. Ross School of Business 1989 — 1991
MBA, Finance & General Management
Jacksonville University 1986 — 1989
BS, Computer Information Systems
NexTier Capital Solutions, LLC 2014 - Present
Urban League of Essex County 2012 - Present
Attucks Asset Management, LLC 2009 - 2013
Harlem Dowling West Side Center for Children and Family Services 1998 - 2011
Stux Capital, LLC 2006 - 2009
Piedmont Investment Advisors July 2002 - September 2006
Lipper & Company, LP 1995 - 2002
Prudential Asset Management Company 1991 - 1995
Skills
Hedge Funds, Alternative Investments, Equities, Portfolio Management, Private Equity, Investments, Asset Allocation, Asset Management, Investment Management, Venture Capital, Marketing, Securities, Fixed Income, Asset Managment, Mutual Funds, Derivatives, Capital Markets, Mergers & Acquisitions, Start-ups, Series 7, Financial Modeling, Due Diligence, Entrepreneurship, Wealth Management, Financial Services, Financial Analysis, Series 63, Bloomberg, Investment Strategies, Investor Relations, Investment Advisory, Equity Research
Education
University of Michigan - Stephen M. Ross School of Business 1989 — 1991
MBA, Finance & General Management
Jacksonville University 1986 — 1989
BS, Computer Information Systems
Jason DeGraffenreidt's Piedmont Investment Advisors Experience February 2008 - June 2010
Job Grants Manager
Industry Financial Services
Experience
Piedmont Investment Advisors February 2008 - June 2010
Credit Suisse May 2005 - February 2008
Education
University of North Carolina at Greensboro 1997 — 2002
Piedmont Investment Advisors February 2008 - June 2010
Credit Suisse May 2005 - February 2008
Education
University of North Carolina at Greensboro 1997 — 2002
Elaine Curry's Piedmont Investment Advisors Experience September 2004 - May 2010
Job Chief Executive Manager and Founder at Empress Development LLC
Industry Real Estate
Experience
Empress Development LLC May 2012 - Present
Piedmont Investment Advisors September 2004 - May 2010
Skills
Budgets, Investments, Financial Analysis, Valuation, Microsoft Office, Team Building, Financial Accounting, Accounts Payable, Investment Management, Portfolio Management, Customer Service, Accounting System
Education
Emory University - Goizueta Business School 1991 — 1993
Master of Business Administration (M.B.A.)
Duke University 1981 — 1985
Bachelor of Science (BS), Computer Science
Empress Development LLC May 2012 - Present
Piedmont Investment Advisors September 2004 - May 2010
Skills
Budgets, Investments, Financial Analysis, Valuation, Microsoft Office, Team Building, Financial Accounting, Accounts Payable, Investment Management, Portfolio Management, Customer Service, Accounting System
Education
Emory University - Goizueta Business School 1991 — 1993
Master of Business Administration (M.B.A.)
Duke University 1981 — 1985
Bachelor of Science (BS), Computer Science
Amit Sanyal, CFA's Piedmont Investment Advisors Experience September 2009 - March 2013
Job Portfolio Manager ◆ Senior Equity Analyst ◆ Senior Vice President ◆ Mechanical Engineer ◆ Product Development
Industry Investment Management
Experience
Piedmont Investment Advisors, LLC March 2013 - Present
Piedmont Investment Advisors September 2009 - March 2013
Piedmont Investment Advisors August 2006 - September 2009
DaimlerChrysler April 2002 - August 2006
Daimler Chrysler April 1997 - April 2002
Chrysler Motors Corp August 1993 - April 1997
Ford Motors November 1991 - July 1993
Clemson University August 1989 - August 1991
Tata Motors August 1987 - August 1989
Skills
Investments, Financial Modeling, Valuation, Automotive, Equity Research, Portfolio Management, Business Analysis, Analysis, Asset Management, Equities, Competitive Analysis, Leadership, Testing, Engineering, Algorithms, Simulink, Global Investment..., Financial & Operational..., Internal Combustion..., Cross-functional Team..., Profitability..., FactSet, Macroeconomics, Commodity Risk..., Database Administration, Quantitative Analytics, Quantitative Research, Performance Reporting, P&L Analysis, P&L Modeling, Chartered Financial..., Product Development, Institutional..., Quality Control, Bloomberg, Large Systems..., Automotive Engineering, Mechanical Engineering, Customer Support, Presentations, Information Technology, Materials, Process Improvement
Education
Oakland University 1994 — 1997
MBA, Finance, Management, MIS
Clemson University 1989 — 1991
MSME, Mechanical Engineering, 3.9/4.0 GPA
Jadavpur University 1983 — 1987
BSME (Hons), Mechanical Engineering
Piedmont Investment Advisors, LLC March 2013 - Present
Piedmont Investment Advisors September 2009 - March 2013
Piedmont Investment Advisors August 2006 - September 2009
DaimlerChrysler April 2002 - August 2006
Daimler Chrysler April 1997 - April 2002
Chrysler Motors Corp August 1993 - April 1997
Ford Motors November 1991 - July 1993
Clemson University August 1989 - August 1991
Tata Motors August 1987 - August 1989
Skills
Investments, Financial Modeling, Valuation, Automotive, Equity Research, Portfolio Management, Business Analysis, Analysis, Asset Management, Equities, Competitive Analysis, Leadership, Testing, Engineering, Algorithms, Simulink, Global Investment..., Financial & Operational..., Internal Combustion..., Cross-functional Team..., Profitability..., FactSet, Macroeconomics, Commodity Risk..., Database Administration, Quantitative Analytics, Quantitative Research, Performance Reporting, P&L Analysis, P&L Modeling, Chartered Financial..., Product Development, Institutional..., Quality Control, Bloomberg, Large Systems..., Automotive Engineering, Mechanical Engineering, Customer Support, Presentations, Information Technology, Materials, Process Improvement
Education
Oakland University 1994 — 1997
MBA, Finance, Management, MIS
Clemson University 1989 — 1991
MSME, Mechanical Engineering, 3.9/4.0 GPA
Jadavpur University 1983 — 1987
BSME (Hons), Mechanical Engineering
Charles Curry's Piedmont Investment Advisors Experience 2001 - Present
Job Director of Fixed Income
Industry Investment Management
Experience
NASP - National Association of Securities Professionals September 2013 - Present
Piedmont Investment Advisors 2001 - Present
Hughes Capital Management 1998 - January 2001
Sovran Capital Management September 1993 - December 1997
Skills
Investment Management, Bonds, Investments, Fixed Income, Equities, Asset Management, Hedge Funds, Series 7, Portfolio Management, Wealth Management, Asset Allocation, Bloomberg, Mutual Funds, Financial Modeling, Asset Managment, Alternative Investments, Equity Trading, Investment Strategies, Derivatives, Valuation, Emerging Markets, Trading, Capital Markets, Series 63, Financial Services, Equity Research, Private Equity, Corporate Finance, Securities, Financial Analysis
Education
Clark Atlanta University 1985 — 1987
M.B.A., Finance
Duke University 1979 — 1983
A.B., Political Science
NASP - National Association of Securities Professionals September 2013 - Present
Piedmont Investment Advisors 2001 - Present
Hughes Capital Management 1998 - January 2001
Sovran Capital Management September 1993 - December 1997
Skills
Investment Management, Bonds, Investments, Fixed Income, Equities, Asset Management, Hedge Funds, Series 7, Portfolio Management, Wealth Management, Asset Allocation, Bloomberg, Mutual Funds, Financial Modeling, Asset Managment, Alternative Investments, Equity Trading, Investment Strategies, Derivatives, Valuation, Emerging Markets, Trading, Capital Markets, Series 63, Financial Services, Equity Research, Private Equity, Corporate Finance, Securities, Financial Analysis
Education
Clark Atlanta University 1985 — 1987
M.B.A., Finance
Duke University 1979 — 1983
A.B., Political Science
James Ying, CFA's Piedmont Investment Advisors Experience February 2009 - May 2011
Job Portfolio Manager/Sr. Vice President Voya Investment Management (Formerly, ING Investment Management)
Industry Investment Management
Experience
Piedmont Investment Advisors February 2009 - May 2011
Numeric Investors June 2005 - December 2008
Goldman Sachs Asset Management August 2000 - May 2005
Skills
Equities, Valuation, Capital Markets, Investments, Portfolio Management, Derivatives, Fixed Income, Investment Management, Asset Management, Asset Allocation, Trading, Financial Analysis, Quantitative Investing, Quantitative Finance, Equity Research, Hedge Funds, Bloomberg, Alternative Investments
Education
Columbia University in the City of New York 2003 — 2005
Master of Science (MS), Financial Engineering
Nanyang Technological University
Master of Engineering (MEng), Electrical and Electronic Engineering
Tianjin University
Bachelor of Engineering (BEng), Electrical and Electronic Engineering
Piedmont Investment Advisors February 2009 - May 2011
Numeric Investors June 2005 - December 2008
Goldman Sachs Asset Management August 2000 - May 2005
Skills
Equities, Valuation, Capital Markets, Investments, Portfolio Management, Derivatives, Fixed Income, Investment Management, Asset Management, Asset Allocation, Trading, Financial Analysis, Quantitative Investing, Quantitative Finance, Equity Research, Hedge Funds, Bloomberg, Alternative Investments
Education
Columbia University in the City of New York 2003 — 2005
Master of Science (MS), Financial Engineering
Nanyang Technological University
Master of Engineering (MEng), Electrical and Electronic Engineering
Tianjin University
Bachelor of Engineering (BEng), Electrical and Electronic Engineering
Spencer Witherspoon's Piedmont Investment Advisors Experience August 2011 - Present
Job Vice President, Equity Trader at Piedmont Investment Advisors
Industry Financial Services
Experience
Piedmont Investment Advisors August 2011 - Present
Piedmont Investment Advisors March 2007 - July 2011
Duke University Health System 2005 - 2007
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2016
Master of Business Administration (MBA)
Guilford College
Bachelor of Science, Accounting
Piedmont Investment Advisors August 2011 - Present
Piedmont Investment Advisors March 2007 - July 2011
Duke University Health System 2005 - 2007
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2016
Master of Business Administration (MBA)
Guilford College
Bachelor of Science, Accounting
Ed Soccorso's Piedmont Investment Advisors Experience April 2009 - August 2012
Job Chief Strategy Officer at First Bank
Industry Banking
Experience
First Bank August 2012 - Present
Piedmont Investment Advisors April 2009 - August 2012
Four Corners Capital Management April 2005 - December 2008
The Blackstone Group April 2003 - April 2005
Wachovia Securities June 1999 - April 2003
Skills
Microsoft Excel, Microsoft Office, Asset Management, Financial Services, Risk Management, Investments, Financial Analysis, Hedge Funds, Capital Markets, Finance, Portfolio Management, Equities, Private Equity, Credit, Due Diligence, Financial Modeling
Education
Wake Forest University School of Business 1997 — 1999
Master of Business Administration (M.B.A.)
Shepherd University 1990 — 1994
Bachelor of Science (B.S.), Economics
First Bank August 2012 - Present
Piedmont Investment Advisors April 2009 - August 2012
Four Corners Capital Management April 2005 - December 2008
The Blackstone Group April 2003 - April 2005
Wachovia Securities June 1999 - April 2003
Skills
Microsoft Excel, Microsoft Office, Asset Management, Financial Services, Risk Management, Investments, Financial Analysis, Hedge Funds, Capital Markets, Finance, Portfolio Management, Equities, Private Equity, Credit, Due Diligence, Financial Modeling
Education
Wake Forest University School of Business 1997 — 1999
Master of Business Administration (M.B.A.)
Shepherd University 1990 — 1994
Bachelor of Science (B.S.), Economics
Tahmeko McDonald's Piedmont Investment Advisors Experience March 2007 - Present
Job Operations Manager at Piedmont Investment Advisors
Industry Investment Management
Experience
Piedmont Investment Advisors March 2007 - Present
North Carolina Mutual Life Insurance Company August 2000 - February 2007
State Employees Credit Union August 1999 - July 2000
Skills
Fixed Income, Financial Reporting, Equities, Account Reconciliation, Process Improvement, Portfolio Management, Accounting, Investments, Banking, Analysis, Bloomberg, Budgets, Financial Services, Access
Education
North Carolina Central University 1996 — 2000
BBA, Finance
Piedmont Investment Advisors March 2007 - Present
North Carolina Mutual Life Insurance Company August 2000 - February 2007
State Employees Credit Union August 1999 - July 2000
Skills
Fixed Income, Financial Reporting, Equities, Account Reconciliation, Process Improvement, Portfolio Management, Accounting, Investments, Banking, Analysis, Bloomberg, Budgets, Financial Services, Access
Education
North Carolina Central University 1996 — 2000
BBA, Finance
Dawn Holland's Piedmont Investment Advisors Experience February 2011 - June 2011
Job Senior Executive Assistant at Intel Corporation
Industry
Experience
Intel Corporation May 2015 - Present
Gap Inc./ Banana Republic October 2014 - May 2015
Piedmont Investment Advisors February 2011 - June 2011
Lenovo September 2007 - February 2011
Cree September 2006 - January 2007
Avenue June 2006 - September 2006
Grace Church September 2003 - January 2006
Zany Brainy October 1997 - September 2003
Skills
Customer Service, Microsoft Office, Outlook, Social Networking, PowerPoint, Training, Event Planning, Telephone Skills, Administrative..., Lotus Notes, Microsoft Excel, Teamwork
Education
University of North Carolina at Chapel Hill 2013 — 2014
Bachelor's Degree, English Language and Literature, General
Alamance Community College 2011 — 2012
Associate of Arts (A.A.), University Transfer
Intel Corporation May 2015 - Present
Gap Inc./ Banana Republic October 2014 - May 2015
Piedmont Investment Advisors February 2011 - June 2011
Lenovo September 2007 - February 2011
Cree September 2006 - January 2007
Avenue June 2006 - September 2006
Grace Church September 2003 - January 2006
Zany Brainy October 1997 - September 2003
Skills
Customer Service, Microsoft Office, Outlook, Social Networking, PowerPoint, Training, Event Planning, Telephone Skills, Administrative..., Lotus Notes, Microsoft Excel, Teamwork
Education
University of North Carolina at Chapel Hill 2013 — 2014
Bachelor's Degree, English Language and Literature, General
Alamance Community College 2011 — 2012
Associate of Arts (A.A.), University Transfer
Tyana Robinson's Piedmont Investment Advisors Experience May 2014 - June 2014
Job Staff Accountant at Thomas & Gibbs CPAs, PLLC
Industry Accounting
Experience
Thomas & Gibbs CPAs, PLLC July 2014 - Present
AT&T Call Center January 2013 - July 2014
Piedmont Investment Advisors May 2014 - June 2014
James E Heyward, CPA February 2014 - May 2014
Skills
PowerPoint, Microsoft Office, Public Speaking, Teamwork, Social Networking, Research, Management, Time Management
Education
North Carolina Central University 2010 — 2014
Bachelor's Degree, Accounting
North Carolina Central University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
Thomas & Gibbs CPAs, PLLC July 2014 - Present
AT&T Call Center January 2013 - July 2014
Piedmont Investment Advisors May 2014 - June 2014
James E Heyward, CPA February 2014 - May 2014
Skills
PowerPoint, Microsoft Office, Public Speaking, Teamwork, Social Networking, Research, Management, Time Management
Education
North Carolina Central University 2010 — 2014
Bachelor's Degree, Accounting
North Carolina Central University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY