Robinson-Humphrey Company
Industry: Company
DescriptionHeadquarters: Atlanta, GA CEO: John N. Gregg Founded: 1995 Subsidiaries: SunTrust Robinson Humphrey, Inc., Research Division, Parent organization: SunTrust Banks
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Robinson-Humphrey Employees
Employee
Years
Job
Industry
Rene Usher CFA Rene Usher CFA's Robinson-Humphrey Experience 1991 - 1994
Job Managing Director at Dragonfly Capital Management
Industry Financial Services
Experience
Dragonfly Capital Management 2001 - Present
Bass Securities 1994 - 2000
Robinson Humphrey 1991 - 1994
Skills
Private Equity, Capital, Corporate Development, Due Diligence, Corporate Finance, Investment Banking, Mergers, Renewable Energy, Venture Capital, Financial Modeling, Capital Markets, Project Finance, M&A experience, Valuation
Education
Georgia State University
Master of Science (MS), Finance
Mercer University - Stetson School of Business and Economics 1985 — 1989
Bachelor of Business Administration (BBA), Accounting and Finance, 3.9
Dragonfly Capital Management 2001 - Present
Bass Securities 1994 - 2000
Robinson Humphrey 1991 - 1994
Skills
Private Equity, Capital, Corporate Development, Due Diligence, Corporate Finance, Investment Banking, Mergers, Renewable Energy, Venture Capital, Financial Modeling, Capital Markets, Project Finance, M&A experience, Valuation
Education
Georgia State University
Master of Science (MS), Finance
Mercer University - Stetson School of Business and Economics 1985 — 1989
Bachelor of Business Administration (BBA), Accounting and Finance, 3.9
Brad Lucas Brad Lucas's Robinson-Humphrey Experience June 1987 - July 1988
Job CPA, CVA at Lucas & Associates CPAs, P.C.
Industry Accounting
Experience
Lucas & Associates CPAs, P.C. July 2013 - Present
Some other accounting firm July 1988 - May 2012
Robinson Humphrey June 1987 - July 1988
Savannah Foods & Industries, Inc. April 1983 - June 1987
Skills
Accounting, CPA, Auditing, Tax, Financial Reporting, Financial Statements, Business Valuation, Internal Audit, Cost Accounting, Tax Preparation, Estate Tax Planning, Corporate Tax, GAAP, Assurance, Income Tax
Education
Central Michigan University
Master of Arts (MA), Business Management
St. Leo College
Bachelor of Arts (BA), Accounting
Claremont McKenna College
Bachelor of Arts, History & Economics
Lucas & Associates CPAs, P.C. July 2013 - Present
Some other accounting firm July 1988 - May 2012
Robinson Humphrey June 1987 - July 1988
Savannah Foods & Industries, Inc. April 1983 - June 1987
Skills
Accounting, CPA, Auditing, Tax, Financial Reporting, Financial Statements, Business Valuation, Internal Audit, Cost Accounting, Tax Preparation, Estate Tax Planning, Corporate Tax, GAAP, Assurance, Income Tax
Education
Central Michigan University
Master of Arts (MA), Business Management
St. Leo College
Bachelor of Arts (BA), Accounting
Claremont McKenna College
Bachelor of Arts, History & Economics
Jonathan Goldman Jonathan Goldman's Robinson-Humphrey Experience May 1995 - December 1999
Job Founder, CEO, Genesis Capital, LLC
Industry Investment Banking
Experience
Genesis Capital, LLC January 2003 - Present
Robertson Stephens Investment Bankers January 2000 - July 2002
Robinson-Humphrey May 1995 - December 1999
Credit Suisse First Boston January 1987 - May 1995
Skills
Private Equity, Investment Banking, Mergers, Investments, Equities, Private Placements, Restructuring, Valuation, Financial Modeling, Mergers & Acquisitions, Financial Analysis, IPO, Corporate Finance, Securities, LBO, Entrepreneurship, Real Estate Development, Divestitures, Angel Investing, Venture Capital, Derivatives, Corporate Development, Due Diligence, Financial Structuring, M&A experience, Capital Raising
Education
The University of Texas at Austin
BBA, Finance, Marketing, Radio Television Film
Hardaway High School
Genesis Capital, LLC January 2003 - Present
Robertson Stephens Investment Bankers January 2000 - July 2002
Robinson-Humphrey May 1995 - December 1999
Credit Suisse First Boston January 1987 - May 1995
Skills
Private Equity, Investment Banking, Mergers, Investments, Equities, Private Placements, Restructuring, Valuation, Financial Modeling, Mergers & Acquisitions, Financial Analysis, IPO, Corporate Finance, Securities, LBO, Entrepreneurship, Real Estate Development, Divestitures, Angel Investing, Venture Capital, Derivatives, Corporate Development, Due Diligence, Financial Structuring, M&A experience, Capital Raising
Education
The University of Texas at Austin
BBA, Finance, Marketing, Radio Television Film
Hardaway High School
Steve Hunter Steve Hunter's Robinson-Humphrey Experience June 1996 - April 2000
Job Managing Director at Greene Holcomb Fisher
Industry Investment Banking
Experience
Greene Holcomb Fisher April 2012 - Present
Morgan Keegan & Co., Inc. August 2006 - March 2012
The Breckenridge Group, Inc. August 2004 - August 2006
Genesis Capital, LLC September 2003 - August 2004
Robertson Stephens April 2000 - July 2002
Robinson-Humphrey June 1996 - April 2000
McKinsey & Co. June 1995 - August 1995
Alex. Brown & Sons April 1992 - May 1994
Skills
M&A experience, Capital Markets, Business Services, Industrials, New Business Development, Company Acquisitions, Private Equity, Venture Capital, Investment Banking, public offerings, Private Equity Firms, LBO, Recapitalizations, Buyouts, Mergers, IPO, Mergers & Acquisitions, Start-ups, Executive Management, Portfolio Management, Investments, Divestitures, Strategy, Corporate Development, Alternative Investments, Entrepreneurship, Finance, Capital Raising, Industrial Sector, Corporate Finance
Education
Harvard Business School 1994 — 1996
MBA, General Management
Bucknell University 1987 — 1991
BA, Economics
Greene Holcomb Fisher April 2012 - Present
Morgan Keegan & Co., Inc. August 2006 - March 2012
The Breckenridge Group, Inc. August 2004 - August 2006
Genesis Capital, LLC September 2003 - August 2004
Robertson Stephens April 2000 - July 2002
Robinson-Humphrey June 1996 - April 2000
McKinsey & Co. June 1995 - August 1995
Alex. Brown & Sons April 1992 - May 1994
Skills
M&A experience, Capital Markets, Business Services, Industrials, New Business Development, Company Acquisitions, Private Equity, Venture Capital, Investment Banking, public offerings, Private Equity Firms, LBO, Recapitalizations, Buyouts, Mergers, IPO, Mergers & Acquisitions, Start-ups, Executive Management, Portfolio Management, Investments, Divestitures, Strategy, Corporate Development, Alternative Investments, Entrepreneurship, Finance, Capital Raising, Industrial Sector, Corporate Finance
Education
Harvard Business School 1994 — 1996
MBA, General Management
Bucknell University 1987 — 1991
BA, Economics
Ashlea Mittelstaedt's Robinson-Humphrey Experience June 1999 - July 2003
Job Director, Global Strategic Marketing at Acclarent
Industry Medical Devices
Experience
Acclarent October 2012 - Present
Acclarent July 2011 - October 2012
LifeScan, a Johnson & Johnson company June 2010 - July 2011
LifeScan, a Johnson & Johnson company November 2007 - May 2010
LifeScan, a Johnson & Johnson company August 2005 - October 2007
Robinson Humphrey June 1999 - July 2003
Skills
Medical Devices, Product Development, Marketing, Corporate Development, Pharmaceutical Industry, Marketing Strategy, Product Launch, Cross-functional Team..., New Business Development, Global Marketing, Commercialization, Investment Management, Market Development, Sales, Sales Operations, Strategy
Education
Tuck School of Business at Dartmouth
MBA
Agnes Scott College 1995 — 1999
BA, Economics, Spanish Lit
Acclarent October 2012 - Present
Acclarent July 2011 - October 2012
LifeScan, a Johnson & Johnson company June 2010 - July 2011
LifeScan, a Johnson & Johnson company November 2007 - May 2010
LifeScan, a Johnson & Johnson company August 2005 - October 2007
Robinson Humphrey June 1999 - July 2003
Skills
Medical Devices, Product Development, Marketing, Corporate Development, Pharmaceutical Industry, Marketing Strategy, Product Launch, Cross-functional Team..., New Business Development, Global Marketing, Commercialization, Investment Management, Market Development, Sales, Sales Operations, Strategy
Education
Tuck School of Business at Dartmouth
MBA
Agnes Scott College 1995 — 1999
BA, Economics, Spanish Lit
John Kuklenski John Kuklenski's Robinson-Humphrey Experience 1982 - 1994
Job Senior Vice President Divisional Director at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. 2000 - 2012
Morgan Stanley Smith Barney 1994 - 2000
Robinson Humphrey 1982 - 1994
Merrill Lynch 1980 - 1982
Education
The University of North Dakota
Raymond James Financial Inc. 2000 - 2012
Morgan Stanley Smith Barney 1994 - 2000
Robinson Humphrey 1982 - 1994
Merrill Lynch 1980 - 1982
Education
The University of North Dakota
Donald E. Brown, MBA, CLU, ChFC, CFP Donald E. Brown, MBA, CLU, ChFC, CFP's Robinson-Humphrey Experience May 1985 - February 1990
Job Partner, Blue Rock Advisors LLC
Industry Financial Services
Experience
Blue Rock Advisors LLC July 2008 - Present
Nickelback Sports Advisory LLC January 2013 - Present
Forsyth Country Day School - Winston-Salem 2006 - 2013
MassMutual Financial Group February 1990 - July 2008
Robinson-Humphrey May 1985 - February 1990
St. Louis Football Cardinals July 1978 - March 1985
Skills
Series 7, Asset Allocation, Wealth Management, Financial Analysis, Coaching, Estate Planning, Finance, Due Diligence, Alternative Investments, Credit, Financial Modeling, Sports, Asset Management, Portfolio Management, Mergers & Acquisitions, Insurance, Mutual Funds, Professional Athletes,..., Investment Strategies, Investment Advisory, 401k, Executive Management, Retirement, Series 63, Long-term Care, Small Business, Cash Management, Marketing
Education
Saint Louis University 1978 — 1980
MBA, Finance and Marketing
Wake Forest University 1975 — 1976
MA in Education, Counseling
Wake Forest University 1969 — 1973
BS, Mathematics
Blue Rock Advisors LLC July 2008 - Present
Nickelback Sports Advisory LLC January 2013 - Present
Forsyth Country Day School - Winston-Salem 2006 - 2013
MassMutual Financial Group February 1990 - July 2008
Robinson-Humphrey May 1985 - February 1990
St. Louis Football Cardinals July 1978 - March 1985
Skills
Series 7, Asset Allocation, Wealth Management, Financial Analysis, Coaching, Estate Planning, Finance, Due Diligence, Alternative Investments, Credit, Financial Modeling, Sports, Asset Management, Portfolio Management, Mergers & Acquisitions, Insurance, Mutual Funds, Professional Athletes,..., Investment Strategies, Investment Advisory, 401k, Executive Management, Retirement, Series 63, Long-term Care, Small Business, Cash Management, Marketing
Education
Saint Louis University 1978 — 1980
MBA, Finance and Marketing
Wake Forest University 1975 — 1976
MA in Education, Counseling
Wake Forest University 1969 — 1973
BS, Mathematics
Jeremy Ellis Jeremy Ellis's Robinson-Humphrey Experience January 1998 - March 2000
Job Managing Director at Genesis Capital, LLC
Industry Investment Banking
Experience
Genesis Capital, LLC July 2002 - Present
Fetch A Quote September 2014 - Present
Scrubs & Beyond, LLC September 2013 - Present
Robertson Stephens March 2000 - July 2002
Robinson-Humphrey January 1998 - March 2000
MarketBridge July 1996 - December 1997
EGL Ventures 1991 - 1995
Skills
Investment Banking, Mergers & Acquisitions, Capital Raises, Valuation, Fairness Opinions, Strategic Planning, Financial Modeling, Corporate Finance, Business Valuation, Mergers, Financial Analysis, Capital, Private Equity, Venture Capital, Due Diligence, Start-ups, Strategy, Corporate Development, Restructuring, LBO, Banking, Structured Finance, Investments, IPO, Equities, Acquisitions, Divestitures, Recapitalizations, Private Placements, Financial Structuring, Leveraged Finance, Buyouts, M&A experience, Capital Raising, Sell Side, Growth Capital, Mezzanine, Deal Sourcing, Investment Strategies, Capital Structure, Capital Markets, Middle Market, Emerging Markets, Deal Execution, Alternative Investments, Special Situations, DCF, Debt Restructuring, Hedge Funds, Investor Relations
Education
Hampden-Sydney College 1992 — 1996
B.S.
London School of Economics and Political Science 1995 — 1995
Study Abroad
The Lovett School 1987 — 1992
Genesis Capital, LLC July 2002 - Present
Fetch A Quote September 2014 - Present
Scrubs & Beyond, LLC September 2013 - Present
Robertson Stephens March 2000 - July 2002
Robinson-Humphrey January 1998 - March 2000
MarketBridge July 1996 - December 1997
EGL Ventures 1991 - 1995
Skills
Investment Banking, Mergers & Acquisitions, Capital Raises, Valuation, Fairness Opinions, Strategic Planning, Financial Modeling, Corporate Finance, Business Valuation, Mergers, Financial Analysis, Capital, Private Equity, Venture Capital, Due Diligence, Start-ups, Strategy, Corporate Development, Restructuring, LBO, Banking, Structured Finance, Investments, IPO, Equities, Acquisitions, Divestitures, Recapitalizations, Private Placements, Financial Structuring, Leveraged Finance, Buyouts, M&A experience, Capital Raising, Sell Side, Growth Capital, Mezzanine, Deal Sourcing, Investment Strategies, Capital Structure, Capital Markets, Middle Market, Emerging Markets, Deal Execution, Alternative Investments, Special Situations, DCF, Debt Restructuring, Hedge Funds, Investor Relations
Education
Hampden-Sydney College 1992 — 1996
B.S.
London School of Economics and Political Science 1995 — 1995
Study Abroad
The Lovett School 1987 — 1992
Hal Greer Hal Greer's Robinson-Humphrey Experience 1995 - 2005
Job Managing Director and Financial Advisor at Greer Financial Group of Raymond James
Industry Financial Services
Experience
Greer Financial Group of Raymond James 2012 - Present
Morgan Keegan & Co Inc 2005 - 2012
Robinson Humphrey 1995 - 2005
Skills
Wealth Management, Strategic Financial..., Portfolio Management, 401k Rollovers, Financial Advisory, Retirement Planning, Mutual Funds, Asset Management, Investments, Estate Planning, Securities, Finance, 401k, Small Business, Strategic Planning, Financial Analysis, Series 7, Management, Insurance, Marketing, Retirement, Financial Services, Investment Advisory, Asset Allocation, Banking, Equities, Series 63, Customer Service, Sales, Team Building, Investment Strategies, Leadership, Marketing Strategy, Public Speaking, Alternative Investments, Sales Management, Risk Management, Financial Modeling, Negotiation, Life Insurance, Fixed Annuities, Business Development, Contract Negotiation, Mortgage Lending, Credit, Disability Insurance, Relationship Management, Event Planning, Budgets, Valuation
Education
The University of Georgia
Bachelor of Science (B.S.), Business/Commerce, General
Greer Financial Group of Raymond James 2012 - Present
Morgan Keegan & Co Inc 2005 - 2012
Robinson Humphrey 1995 - 2005
Skills
Wealth Management, Strategic Financial..., Portfolio Management, 401k Rollovers, Financial Advisory, Retirement Planning, Mutual Funds, Asset Management, Investments, Estate Planning, Securities, Finance, 401k, Small Business, Strategic Planning, Financial Analysis, Series 7, Management, Insurance, Marketing, Retirement, Financial Services, Investment Advisory, Asset Allocation, Banking, Equities, Series 63, Customer Service, Sales, Team Building, Investment Strategies, Leadership, Marketing Strategy, Public Speaking, Alternative Investments, Sales Management, Risk Management, Financial Modeling, Negotiation, Life Insurance, Fixed Annuities, Business Development, Contract Negotiation, Mortgage Lending, Credit, Disability Insurance, Relationship Management, Event Planning, Budgets, Valuation
Education
The University of Georgia
Bachelor of Science (B.S.), Business/Commerce, General
Mort Neblett Mort Neblett's Robinson-Humphrey Experience January 1973 - September 1993
Job Managing member at OFP Financial Consultants, LLC
Industry Financial Services
Experience
OFP Financial Consultants, LLC January 2002 - Present
Morgan Keegan & Co. September 1993 - June 2002
Robinson-Humphrey January 1973 - September 1993
Skills
Equities, Mergers, Real Estate, Mergers & Acquisitions, Private Equity, Venture Capital, Investments, Valuation, Management, Start-ups, Portfolio Management, Asset Management, Due Diligence, Financial Modeling, Corporate Development, Financial Analysis, Entrepreneurship, Finance, Hedge Funds, Corporate Finance, Investment Banking, Alternative Investments, Securities, Executive Management, Business Valuation, Capital Markets, Wealth Management, Strategic Financial..., Financial Planning
Education
University of North Carolina at Chapel Hill 1959 — 1962
Bachelor of Arts (BA), English and PreLaw
OFP Financial Consultants, LLC January 2002 - Present
Morgan Keegan & Co. September 1993 - June 2002
Robinson-Humphrey January 1973 - September 1993
Skills
Equities, Mergers, Real Estate, Mergers & Acquisitions, Private Equity, Venture Capital, Investments, Valuation, Management, Start-ups, Portfolio Management, Asset Management, Due Diligence, Financial Modeling, Corporate Development, Financial Analysis, Entrepreneurship, Finance, Hedge Funds, Corporate Finance, Investment Banking, Alternative Investments, Securities, Executive Management, Business Valuation, Capital Markets, Wealth Management, Strategic Financial..., Financial Planning
Education
University of North Carolina at Chapel Hill 1959 — 1962
Bachelor of Arts (BA), English and PreLaw
Betty Melkon Betty Melkon's Robinson-Humphrey Experience 1986 - 1991
Job South Carolina Licensed Real Estate Broker at Charter I Realty and Marketing on Hilton Head Island
Industry Real Estate
Experience
Charter I Realty and Marketing April 2002 - Present
First Union Bank - Hilton Head 1993 - 1996
Robinson Humphrey 1986 - 1991
Education
Clemson University 1975 — 1977
Education, Reading, Education
University of South Carolina-Columbia 1965 — 1969
Education, Education
Charter I Realty and Marketing April 2002 - Present
First Union Bank - Hilton Head 1993 - 1996
Robinson Humphrey 1986 - 1991
Education
Clemson University 1975 — 1977
Education, Reading, Education
University of South Carolina-Columbia 1965 — 1969
Education, Education
Steuart A. Evans Jr. Steuart A. Evans Jr.'s Robinson-Humphrey Experience 1991 - 1997
Job Senior Vice PresidentInvestments at Evans Watts Henshaw & Flowers Wealth Management Group of Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors March 2003 - Present
Smith Barney 1997 - 2003
Robinson-Humphrey 1991 - 1997
Skills
Retirement Planning, Financial Advisory, 401k Rollovers, Estate Investment..., Asset Allocation, Mutual Funds, Alternative Investments, Investments, Investment Strategies, Financial Analysis, Retirement, Equities, Securities, Financial Services, Finance
Education
Auburn University 1983 — 1988
Bachelor's degree, Business Management
HHS
Wells Fargo Advisors March 2003 - Present
Smith Barney 1997 - 2003
Robinson-Humphrey 1991 - 1997
Skills
Retirement Planning, Financial Advisory, 401k Rollovers, Estate Investment..., Asset Allocation, Mutual Funds, Alternative Investments, Investments, Investment Strategies, Financial Analysis, Retirement, Equities, Securities, Financial Services, Finance
Education
Auburn University 1983 — 1988
Bachelor's degree, Business Management
HHS
Jeff Villwock Jeff Villwock's Robinson-Humphrey Experience 1997 - 1999
Job Managing Director at Genesis Capital LLC
Industry Investment Banking
Experience
Villwock Advisory Services LLC 1999 - Present
Genesis Capital LLC June 2006 - Present
MentorLink International 2007 - Present
RREACH 1994 - January 2012
Caymus Partners LLC 1999 - 2006
Robinson Humphrey 1997 - 1999
Johnson Rice & Co. 1991 - 1997
Rotan Mosle 1981 - 1984
Skills
Financial Structuring, Investment Banking, Mergers, Healthcare, Health Policy, Private Equity, Debt & Equity Financing, Growth Strategies, Emerging Growth..., Healthcare Consulting, US Healthcare, International Healthcare, Hospitals, Surgery Centers, Medicare Policy, Mergers & Acquisitions, Entrepreneurship, International Health, Finance, Venture Capital, LBO, Medicare, Corporate Finance, Surgery, Equities, Valuation, Restructuring, Joint Ventures, Corporate Development, M&A experience, IPO, Due Diligence, Investments, Private Placements, Capital, Strategic Planning, Capital Raising, Financial Modeling, Growth Capital, Business Valuation, Divestitures
Education
Southern Methodist University 1972 — 1976
BAS, Economics
Villwock Advisory Services LLC 1999 - Present
Genesis Capital LLC June 2006 - Present
MentorLink International 2007 - Present
RREACH 1994 - January 2012
Caymus Partners LLC 1999 - 2006
Robinson Humphrey 1997 - 1999
Johnson Rice & Co. 1991 - 1997
Rotan Mosle 1981 - 1984
Skills
Financial Structuring, Investment Banking, Mergers, Healthcare, Health Policy, Private Equity, Debt & Equity Financing, Growth Strategies, Emerging Growth..., Healthcare Consulting, US Healthcare, International Healthcare, Hospitals, Surgery Centers, Medicare Policy, Mergers & Acquisitions, Entrepreneurship, International Health, Finance, Venture Capital, LBO, Medicare, Corporate Finance, Surgery, Equities, Valuation, Restructuring, Joint Ventures, Corporate Development, M&A experience, IPO, Due Diligence, Investments, Private Placements, Capital, Strategic Planning, Capital Raising, Financial Modeling, Growth Capital, Business Valuation, Divestitures
Education
Southern Methodist University 1972 — 1976
BAS, Economics
Garrett Alton, ChFC, CLU's Robinson-Humphrey Experience 1995 - 1997
Job Managing Director BNY Mellon Wealth Management
Industry Investment Management
Experience
BNY Mellon Wealth Management 2009 - Present
Merrill Lynch 2008 - 2009
Neuberger Berman 2006 - 2008
Sterne Agee 2004 - 2006
Morgan Stanley 1999 - 2004
J. C. Bradford 1997 - 1999
Robinson Humphrey 1995 - 1997
First Union 1992 - 1995
Skills
Leadership, Business Development, Management, Wealth Management, Investments, Asset Management, Portfolio Management, Investment Management, Alternative Investments, Finance, Equities, Mutual Funds, Private Equity, Mergers & Acquisitions, Financial Analysis, Hedge Funds, Fixed Income, Securities, Asset Allocation, Financial Services
Education
Augusta College 1987 — 1991
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
University of Alabama 1985 — 1986
Electrical and Electronics Engineering
BNY Mellon Wealth Management 2009 - Present
Merrill Lynch 2008 - 2009
Neuberger Berman 2006 - 2008
Sterne Agee 2004 - 2006
Morgan Stanley 1999 - 2004
J. C. Bradford 1997 - 1999
Robinson Humphrey 1995 - 1997
First Union 1992 - 1995
Skills
Leadership, Business Development, Management, Wealth Management, Investments, Asset Management, Portfolio Management, Investment Management, Alternative Investments, Finance, Equities, Mutual Funds, Private Equity, Mergers & Acquisitions, Financial Analysis, Hedge Funds, Fixed Income, Securities, Asset Allocation, Financial Services
Education
Augusta College 1987 — 1991
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
University of Alabama 1985 — 1986
Electrical and Electronics Engineering
Darcy Devine's Robinson-Humphrey Experience May 1996 - August 1998
Job Shareholder/Principal at Pershing Yoakley & Associates
Industry Hospital & Health Care
Experience
Pershing Yoakley & Associates January 2012 - Present
Gates, Moore & Company October 2010 - December 2012
EthosPartners May 2008 - November 2010
Gates, Moore & Company October 2005 - April 2008
Cross Country Healthcare August 1998 - September 2005
Robinson-Humphrey May 1996 - August 1998
Skills
Business Valuation, Healthcare, Valuation, Physicians, Hospitals, Healthcare Consulting, Expert Witness, Strategic Planning, Certified Fraud Examiner, Financial Reporting, Accounting, Leadership, Forensic Accounting, Financial Modeling, Management Consulting, Financial Analysis, Revenue Cycle, Physician Relations, Mergers, Healthcare Management, Consulting, Healthcare Industry, Mergers
Education
University of Georgia - Terry College of Business 2002 — 2004
MBA, Business
Emory University - Goizueta Business School 1992 — 1996
BBA, Finance
Pershing Yoakley & Associates January 2012 - Present
Gates, Moore & Company October 2010 - December 2012
EthosPartners May 2008 - November 2010
Gates, Moore & Company October 2005 - April 2008
Cross Country Healthcare August 1998 - September 2005
Robinson-Humphrey May 1996 - August 1998
Skills
Business Valuation, Healthcare, Valuation, Physicians, Hospitals, Healthcare Consulting, Expert Witness, Strategic Planning, Certified Fraud Examiner, Financial Reporting, Accounting, Leadership, Forensic Accounting, Financial Modeling, Management Consulting, Financial Analysis, Revenue Cycle, Physician Relations, Mergers, Healthcare Management, Consulting, Healthcare Industry, Mergers
Education
University of Georgia - Terry College of Business 2002 — 2004
MBA, Business
Emory University - Goizueta Business School 1992 — 1996
BBA, Finance
Debbie Dyer Debbie Dyer's Robinson-Humphrey Experience January 1996 - December 1999
Job Lead Financial Analyst at AT&T Mobility
Industry Telecommunications
Experience
AT&T Mobility 2005 - Present
Robinson-Humphrey January 1996 - December 1999
Melita International 1991 - 1994
C&S Bank June 1987 - December 1988
Skills
Sarbanes-Oxley Act, Forecasting, Budgets, Analysis, Financial Reporting, Corporate Finance, Finance, Accounting, Process Improvement, Variance Analysis, Financial Analysis, Management, Customer Service, Strategic Planning, Microsoft Office, Vendor Management, Leadership, Telecommunications, Project Management, Program Management, Budgeting, Microsoft Excel, Auditing, Financial Accounting, Access, General Ledger
Education
University of Phoenix 2002 — 2004
MBA, Accounting
Shorter College 1998 — 2001
BSBA, Business Administration
AT&T Mobility 2005 - Present
Robinson-Humphrey January 1996 - December 1999
Melita International 1991 - 1994
C&S Bank June 1987 - December 1988
Skills
Sarbanes-Oxley Act, Forecasting, Budgets, Analysis, Financial Reporting, Corporate Finance, Finance, Accounting, Process Improvement, Variance Analysis, Financial Analysis, Management, Customer Service, Strategic Planning, Microsoft Office, Vendor Management, Leadership, Telecommunications, Project Management, Program Management, Budgeting, Microsoft Excel, Auditing, Financial Accounting, Access, General Ledger
Education
University of Phoenix 2002 — 2004
MBA, Accounting
Shorter College 1998 — 2001
BSBA, Business Administration
Jim Kennedy's Robinson-Humphrey Experience December 1980 - January 1984
Job CEO, Divergence Analysis Inc. divergenceanalysis.com [Serving institutional investors since 1989]
Industry Capital Markets
Experience
Divergence Analysis Inc August 1989 - Present
Alex Brown & Sons January 1984 - August 1989
Robinson Humphrey December 1980 - January 1984
Skills
Hedge Funds, Equities, Fixed Income, Commodity, Mutual Funds, Alternative Investments, Analysis, Portfolio Management, Investments, Investment Management, Money Flow Risk Models, Proprietary Money Flow..., Asset Management, Trading, Market Risk, Investment Strategies, Currency, Bloomberg, Capital Markets, Entrepreneurship
Education
Georgia State University - J. Mack Robinson College of Business 1974 — 1976
BA, Accounting
The University of Georgia 1969 — 1971
Divergence Analysis Inc August 1989 - Present
Alex Brown & Sons January 1984 - August 1989
Robinson Humphrey December 1980 - January 1984
Skills
Hedge Funds, Equities, Fixed Income, Commodity, Mutual Funds, Alternative Investments, Analysis, Portfolio Management, Investments, Investment Management, Money Flow Risk Models, Proprietary Money Flow..., Asset Management, Trading, Market Risk, Investment Strategies, Currency, Bloomberg, Capital Markets, Entrepreneurship
Education
Georgia State University - J. Mack Robinson College of Business 1974 — 1976
BA, Accounting
The University of Georgia 1969 — 1971
G. Richard Ferguson's Robinson-Humphrey Experience 1976 - 1978
Job Capital Markets Consultant and Contractor
Industry Capital Markets
Experience
Sole Proprietorship January 2004 - Present
Piper Jaffray Inc January 1978 - December 2003
Robinson-Humphrey 1976 - 1978
American National Bank 1966 - 1969
Skills
Equities, Capital Markets, Derivatives, Series 7, Securities, Investments, Venture Capital, Trading, Institutional, Compliance, Credit, Hedge Funds, Options, Fixed Income, Asset Management, Alternative Investments
Education
Art Institute of Charlotte 2006 — 2007
Certificate, Art of Cooking
Capella University 2004 — 2006
Ph.D., Business
University of Michigan 1964 — 1966
M.B.A., Finance
University of Michigan - Stephen M. Ross School of Business 1964 — 1965
Master's degree
Beloit College 1960 — 1964
B.A., Economics, Speech & Drama
Sole Proprietorship January 2004 - Present
Piper Jaffray Inc January 1978 - December 2003
Robinson-Humphrey 1976 - 1978
American National Bank 1966 - 1969
Skills
Equities, Capital Markets, Derivatives, Series 7, Securities, Investments, Venture Capital, Trading, Institutional, Compliance, Credit, Hedge Funds, Options, Fixed Income, Asset Management, Alternative Investments
Education
Art Institute of Charlotte 2006 — 2007
Certificate, Art of Cooking
Capella University 2004 — 2006
Ph.D., Business
University of Michigan 1964 — 1966
M.B.A., Finance
University of Michigan - Stephen M. Ross School of Business 1964 — 1965
Master's degree
Beloit College 1960 — 1964
B.A., Economics, Speech & Drama
Blake Shapiro's Robinson-Humphrey Experience 1994 - 1997
Job VP, Elizabeth Arden Red Door Spas
Industry Hospitality
Experience
Elizabeth Arden Red Door Spas February 2004 - Present
Elizabeth Arden Red Door Spas February 2004 - April 2006
Oasis Children's Services 2002 - 2004
CIBC World Markets 1999 - 2001
Robinson-Humphrey 1994 - 1997
Skills
Negotiation, Wellness, Equity Research, Financial Analysis, Strategy, Investment Banking, Business Development, New Business Development, Marketing, Finance, Team Building, Business Strategy, Budgets, Strategic Planning, Project Planning, Marketing Strategy, Management, Retail, Forecasting
Education
Columbia University - Columbia Business School 1997 — 1999
MBA
Emory University 1990 — 1994
BA
Livingston High School 1986 — 1990
Elizabeth Arden Red Door Spas February 2004 - Present
Elizabeth Arden Red Door Spas February 2004 - April 2006
Oasis Children's Services 2002 - 2004
CIBC World Markets 1999 - 2001
Robinson-Humphrey 1994 - 1997
Skills
Negotiation, Wellness, Equity Research, Financial Analysis, Strategy, Investment Banking, Business Development, New Business Development, Marketing, Finance, Team Building, Business Strategy, Budgets, Strategic Planning, Project Planning, Marketing Strategy, Management, Retail, Forecasting
Education
Columbia University - Columbia Business School 1997 — 1999
MBA
Emory University 1990 — 1994
BA
Livingston High School 1986 — 1990
Parker Allen's Robinson-Humphrey Experience 2001 - 2003
Job not working
Industry Real Estate
Experience
other 2012 - 2013
Barry Real Estate Companies March 2005 - July 2007
Robinson Humphrey 2001 - 2003
Scotland Capital 2000 - 2001
Education
University of North Carolina at Chapel Hill 1997 — 2000
BA, Econ & Business
University of Colorado Boulder 1995 — 1997
B.A., Economics
Lovett School 1988 — 1995
highschool
Trinity School, Atlanta, GA (Elementary) 1983 — 1989
other 2012 - 2013
Barry Real Estate Companies March 2005 - July 2007
Robinson Humphrey 2001 - 2003
Scotland Capital 2000 - 2001
Education
University of North Carolina at Chapel Hill 1997 — 2000
BA, Econ & Business
University of Colorado Boulder 1995 — 1997
B.A., Economics
Lovett School 1988 — 1995
highschool
Trinity School, Atlanta, GA (Elementary) 1983 — 1989
Amy Wacaster's Robinson-Humphrey Experience 1998 - 2001
Job
Industry Banking
Experience
Credit Suisse July 2007 - June 2010
Merrill Lynch September 2003 - May 2007
Robinson Humphrey 1998 - 2001
Skills
Financial Modeling
Education
University of Virginia - Darden Graduate School of Business Administration 2001 — 2003
MBA
Davidson College 1994 — 1998
Bachelor's degree in political science
Credit Suisse July 2007 - June 2010
Merrill Lynch September 2003 - May 2007
Robinson Humphrey 1998 - 2001
Skills
Financial Modeling
Education
University of Virginia - Darden Graduate School of Business Administration 2001 — 2003
MBA
Davidson College 1994 — 1998
Bachelor's degree in political science
Sandy Draper's Robinson-Humphrey Experience 1998 - 2003
Job Managing Director at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey February 2014 - Present
Raymond James May 2007 - January 2014
JMP Securities 2005 - 2007
Deutsche Bank 2003 - 2004
Robinson Humphrey 1998 - 2003
Skills
Portfolio Management, Investments, Mergers & Acquisitions, Asset Management, Venture Capital, Equity Research, Investment Banking, Mergers, Chartered Financial..., Valuation, Private Equity, Alternative Investments
Education
The University of Georgia 1993 — 1995
M.A., English
University of Virginia 1984 — 1988
B.A., English
SunTrust Robinson Humphrey February 2014 - Present
Raymond James May 2007 - January 2014
JMP Securities 2005 - 2007
Deutsche Bank 2003 - 2004
Robinson Humphrey 1998 - 2003
Skills
Portfolio Management, Investments, Mergers & Acquisitions, Asset Management, Venture Capital, Equity Research, Investment Banking, Mergers, Chartered Financial..., Valuation, Private Equity, Alternative Investments
Education
The University of Georgia 1993 — 1995
M.A., English
University of Virginia 1984 — 1988
B.A., English
Doug McCartney's Robinson-Humphrey Experience 1992 - 2001
Job Managing Director at VRA Partners, LLC
Industry Investment Banking
Experience
VRA Partners, LLC 2006 - Present
SunTrust Robinson Humphrey 2001 - 2006
The Robinson-Humphrey Company, Formerly a subsidiary of Citigroup 1993 - 2001
Robinson-Humphrey 1992 - 2001
Bowles Hollowell Conner & Co. 1987 - 1990
Education
Kenan-Flagler Business School 1990 — 1992
Master of Business Administration (MBA), Finance, General
Duke University 1983 — 1987
AB, Economics, Political Science
Baldwin High School 1979 — 1983
VRA Partners, LLC 2006 - Present
SunTrust Robinson Humphrey 2001 - 2006
The Robinson-Humphrey Company, Formerly a subsidiary of Citigroup 1993 - 2001
Robinson-Humphrey 1992 - 2001
Bowles Hollowell Conner & Co. 1987 - 1990
Education
Kenan-Flagler Business School 1990 — 1992
Master of Business Administration (MBA), Finance, General
Duke University 1983 — 1987
AB, Economics, Political Science
Baldwin High School 1979 — 1983
Elizabeth Williams's Robinson-Humphrey Experience 1997 - 1999
Job Senior VP Corporate Strategy & Development
Industry Renewables & Environment
Experience
Maersk Group 2014 - Present
ABB 2011 - 2014
United Technologies Corp 2008 - 2011
Johnson Controls 2004 - 2007
Johnson Controls 2003 - 2004
Johnson Controls 2001 - 2003
BP 1999 - 2001
Robinson Humphrey 1997 - 1999
IBM 1991 - 1994
Skills
Business Strategy, Business Development, Strategic Planning, Sales, Cross-functional Team..., Strategy, Mergers & Acquisitions, Acquisition Integration, Six Sigma, Forecasting, Financial Analysis, Process Improvement, Competitive Analysis, Product Development, Financial Modeling, Manufacturing, Product Management, Due Diligence, Program Management, Business Planning, Mergers, Management Consulting, Project Management, Marketing Strategy, Corporate Finance, Product Marketing, Management, Change Management, New Business Development, Lean Manufacturing, International Business, Negotiation, Start-ups
Education
The University of Chicago Booth School of Business 1994 — 1996
M.B.A, Accounting
Stanford University 1987 — 1991
B.A., Economics
Maersk Group 2014 - Present
ABB 2011 - 2014
United Technologies Corp 2008 - 2011
Johnson Controls 2004 - 2007
Johnson Controls 2003 - 2004
Johnson Controls 2001 - 2003
BP 1999 - 2001
Robinson Humphrey 1997 - 1999
IBM 1991 - 1994
Skills
Business Strategy, Business Development, Strategic Planning, Sales, Cross-functional Team..., Strategy, Mergers & Acquisitions, Acquisition Integration, Six Sigma, Forecasting, Financial Analysis, Process Improvement, Competitive Analysis, Product Development, Financial Modeling, Manufacturing, Product Management, Due Diligence, Program Management, Business Planning, Mergers, Management Consulting, Project Management, Marketing Strategy, Corporate Finance, Product Marketing, Management, Change Management, New Business Development, Lean Manufacturing, International Business, Negotiation, Start-ups
Education
The University of Chicago Booth School of Business 1994 — 1996
M.B.A, Accounting
Stanford University 1987 — 1991
B.A., Economics
Shelley Bigelow, CTFA's Robinson-Humphrey Experience 1999 - 2000
Job VP & Trust Officer at Farmers National Bank
Industry Banking
Experience
Farmers National Bank January 2006 - Present
Merrill Lynch 2001 - 2005
American Express Financial Advisors February 2000 - June 2001
Robinson Humphrey 1999 - 2000
Equitable Securities 1997 - 1999
Skills
Investments, Estate Planning, Portfolio Management, Investment Management, Securities, Financial Advisory, Wealth Management, Trusts, Financial Analysis, Finance
Education
Centre College 1991 — 1995
BA, International Relations
Harpeth Hall 1989 — 1991
Farmers National Bank January 2006 - Present
Merrill Lynch 2001 - 2005
American Express Financial Advisors February 2000 - June 2001
Robinson Humphrey 1999 - 2000
Equitable Securities 1997 - 1999
Skills
Investments, Estate Planning, Portfolio Management, Investment Management, Securities, Financial Advisory, Wealth Management, Trusts, Financial Analysis, Finance
Education
Centre College 1991 — 1995
BA, International Relations
Harpeth Hall 1989 — 1991
Mary (Bielinski) Peterka's Robinson-Humphrey Experience 1995 - 2002
Job Chief Compliance Officer at FinTech Securities
Industry Financial Services
Experience
FinTech Securities May 2004 - Present
Suntrust Robinson Humphrey 1995 - 2004
Robinson Humphrey 1995 - 2002
Standish Ayer & Wood July 1987 - March 1993
Skills
Compliance, Strategic Planning, Customer Relations, Trading, Operations Management, Business Analysis, Series 7, Series 63, Series 24, series 4, FINRA, Securities, Equity Trading, Customer Service, AML, OFAC, Risk Management
Education
State University of New York College at Oswego 1983 — 1987
Bachelor of Arts (BA), Communication, General
FinTech Securities May 2004 - Present
Suntrust Robinson Humphrey 1995 - 2004
Robinson Humphrey 1995 - 2002
Standish Ayer & Wood July 1987 - March 1993
Skills
Compliance, Strategic Planning, Customer Relations, Trading, Operations Management, Business Analysis, Series 7, Series 63, Series 24, series 4, FINRA, Securities, Equity Trading, Customer Service, AML, OFAC, Risk Management
Education
State University of New York College at Oswego 1983 — 1987
Bachelor of Arts (BA), Communication, General
Ellen Cleary Hall's Robinson-Humphrey Experience January 1999 - July 2000
Job HR Systems Analyst at McKesson Corporation
Industry Human Resources
Experience
McKesson Corporation June 2013 - Present
NCR Corporation September 2009 - June 2013
Stiefel, a GSK Company September 2008 - September 2009
CIBA Vision July 2000 - September 2008
Robinson Humphrey January 1999 - July 2000
Salomon Smith Barney 1996 - 1998
First Greenwich Capital 1995 - 1996
Malcolm Pirnie 1988 - 1995
Skills
PeopleSoft, HRIS, Deferred Compensation, Benefits Administration, Onboarding, Lotus Notes, SAP, Human Resources, Visio, Business Process, Employee Benefits
Education
Ramapo College of New Jersey 1992 — 1994
Bachelor of Science (BS), Psychology
Bergen Community College 1988 — 1990
Associates, Business Administration
McKesson Corporation June 2013 - Present
NCR Corporation September 2009 - June 2013
Stiefel, a GSK Company September 2008 - September 2009
CIBA Vision July 2000 - September 2008
Robinson Humphrey January 1999 - July 2000
Salomon Smith Barney 1996 - 1998
First Greenwich Capital 1995 - 1996
Malcolm Pirnie 1988 - 1995
Skills
PeopleSoft, HRIS, Deferred Compensation, Benefits Administration, Onboarding, Lotus Notes, SAP, Human Resources, Visio, Business Process, Employee Benefits
Education
Ramapo College of New Jersey 1992 — 1994
Bachelor of Science (BS), Psychology
Bergen Community College 1988 — 1990
Associates, Business Administration
Natalie Hammond, CLU®, ChFC®, CASL®'s Robinson-Humphrey Experience May 1995 - September 1997
Job Director of Network Office Supervision at Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial Network October 2006 - Present
Northwestern Mutual Financial Network October 2009 - November 2010
Smith Barney January 2005 - October 2006
Banc of America Investment Services 2003 - 2004
Banc of American Investment Services September 1997 - 2002
Robinson Humphrey May 1995 - September 1997
Skills
Employee Benefits, Finance, Financial Analysis, Strategic Planning
Education
Presbyterian College 1990 — 1994
Bachelor of Arts (BA), English and Business Administration
Northwestern Mutual Financial Network October 2006 - Present
Northwestern Mutual Financial Network October 2009 - November 2010
Smith Barney January 2005 - October 2006
Banc of America Investment Services 2003 - 2004
Banc of American Investment Services September 1997 - 2002
Robinson Humphrey May 1995 - September 1997
Skills
Employee Benefits, Finance, Financial Analysis, Strategic Planning
Education
Presbyterian College 1990 — 1994
Bachelor of Arts (BA), English and Business Administration
John Rhett's Robinson-Humphrey Experience 1980 - 2000
Job Chairman Senior Managing Director Red Rock Strategic Partners Red Rock Advisory Group
Industry Investment Management
Experience
Red Rock Strategic Partners - Red Rock Advisory Group September 2013 - Present
SunTrust Investment Services February 2013 - Present
SunTrust Investment Services July 2005 - Present
SunTrust 2005 - Present
SunTrust Banks 2001 - Present
Highland Capital Brokerage January 2014 - October 2014
Robinson Humphrey 1980 - 2000
Skills
Wealth Management, Alternative Investments, Portfolio Management, Banking, Investments, Mutual Funds, Series 7, Business Strategy, Securities, Wealth Management..., Risk Management, Strategic Financial..., Strategic Partnerships, Management, Strategy, Asset Allocation, Succession Planning, Financial Advisory, Estate Planning, Asset Management, Wealth, Series 65, FINRA, Strategic Planning, Investment Advisory, Retirement Planning
Education
Georgia Institute of Technology 1972 — 1976
BSIM, Business
Red Rock Strategic Partners - Red Rock Advisory Group September 2013 - Present
SunTrust Investment Services February 2013 - Present
SunTrust Investment Services July 2005 - Present
SunTrust 2005 - Present
SunTrust Banks 2001 - Present
Highland Capital Brokerage January 2014 - October 2014
Robinson Humphrey 1980 - 2000
Skills
Wealth Management, Alternative Investments, Portfolio Management, Banking, Investments, Mutual Funds, Series 7, Business Strategy, Securities, Wealth Management..., Risk Management, Strategic Financial..., Strategic Partnerships, Management, Strategy, Asset Allocation, Succession Planning, Financial Advisory, Estate Planning, Asset Management, Wealth, Series 65, FINRA, Strategic Planning, Investment Advisory, Retirement Planning
Education
Georgia Institute of Technology 1972 — 1976
BSIM, Business
Susan Lesesne's Robinson-Humphrey Experience 1983 - 1985
Job Account Manager at State Industrial Products
Industry Mechanical or Industrial Engineering
Experience
UZ ENGINEERED PRODUCTS November 1999 - Present
Bear Stearns 1985 - 1986
Robinson Humphrey 1983 - 1985
CNN HEADLINE NEWS 1981 - 1983
Education
Kennesaw State University 1979 — 1980
UNDECIDED
Georgia Southern University 1978 — 1979
general
St.Pius X High School 1974 — 1978
Christ the King 1967 — 1974
UZ ENGINEERED PRODUCTS November 1999 - Present
Bear Stearns 1985 - 1986
Robinson Humphrey 1983 - 1985
CNN HEADLINE NEWS 1981 - 1983
Education
Kennesaw State University 1979 — 1980
UNDECIDED
Georgia Southern University 1978 — 1979
general
St.Pius X High School 1974 — 1978
Christ the King 1967 — 1974
Joe Tracy's Robinson-Humphrey Experience 1992 - 2005
Job Partner at Lakeview Capital Management
Industry Investment Management
Experience
Lakeview Capital Management August 2011 - Present
Crestridge Capital Management January 2007 - August 2011
smith barney 2005 - 2006
Robinson Humphrey 1992 - 2005
Skills
Alternative Investments, Asset Allocation, Wealth Management, Investments, Securities, Equities, Asset Management, Investment Advisory, Hedge Funds, Portfolio Management, Investment Strategies, Series 7, Series 63, Investment Management, Trading
Education
Denison University 1988 — 1992
BA, Economics, French
lovett 1980 — 1988
Lakeview Capital Management August 2011 - Present
Crestridge Capital Management January 2007 - August 2011
smith barney 2005 - 2006
Robinson Humphrey 1992 - 2005
Skills
Alternative Investments, Asset Allocation, Wealth Management, Investments, Securities, Equities, Asset Management, Investment Advisory, Hedge Funds, Portfolio Management, Investment Strategies, Series 7, Series 63, Investment Management, Trading
Education
Denison University 1988 — 1992
BA, Economics, French
lovett 1980 — 1988
Kathy Hammock's Robinson-Humphrey Experience August 1984 - September 1990
Job Financial Advisor
Industry Financial Services
Experience
Stonewall Asset Mgt., Inc./Raymond James Financial Services August 1991 - Present
Robinson Humphrey August 1984 - September 1990
Skills
Customer Service, Finance, Financial Services, Microsoft Office, Nonprofits, Public Speaking, Leadership, Microsoft Excel, PowerPoint, Public Relations, Team Building, Social Media
Education
The University of Georgia 1975 — 1979
Bachelor's degree, Family & Consumer Sciences
Georgia College and State University 1981 — 1983
Master's degree, Public Administration
Stonewall Asset Mgt., Inc./Raymond James Financial Services August 1991 - Present
Robinson Humphrey August 1984 - September 1990
Skills
Customer Service, Finance, Financial Services, Microsoft Office, Nonprofits, Public Speaking, Leadership, Microsoft Excel, PowerPoint, Public Relations, Team Building, Social Media
Education
The University of Georgia 1975 — 1979
Bachelor's degree, Family & Consumer Sciences
Georgia College and State University 1981 — 1983
Master's degree, Public Administration
Edward French's Robinson-Humphrey Experience 1994 - 1996
Job Broker at Fuller Commercial Realty
Industry Real Estate
Experience
Fuller Commercial Realty November 2009 - Present
Highland Asset Management Group LLC 2005 - Present
Merrill Lynch 1996 - 2005
Robinson Humphrey 1994 - 1996
Suntrust Securities 1993 - 1994
Skills
Real Estate Development, Real Estate, Commercial Real Estate, Brokerage, Investment Properties, Real Estate Economics, Real Estate Financing, Property Management, Real Estate Transactions, Asset Management, Finance, Wealth Management, Disposition, Investors, Investments
Education
University of Georgia - Terry College of Business 1990 — 1992
BBA, Finance
Auburn University 1988 — 1990
Fuller Commercial Realty November 2009 - Present
Highland Asset Management Group LLC 2005 - Present
Merrill Lynch 1996 - 2005
Robinson Humphrey 1994 - 1996
Suntrust Securities 1993 - 1994
Skills
Real Estate Development, Real Estate, Commercial Real Estate, Brokerage, Investment Properties, Real Estate Economics, Real Estate Financing, Property Management, Real Estate Transactions, Asset Management, Finance, Wealth Management, Disposition, Investors, Investments
Education
University of Georgia - Terry College of Business 1990 — 1992
BBA, Finance
Auburn University 1988 — 1990
Nancy Reach's Robinson-Humphrey Experience June 1987 - February 2000
Job Investment Associate
Industry Financial Services
Experience
SunTrust Investment Services 2011 - Present
Mantay & Company, an independent agency for Prudential October 2009 - July 2010
AMSOUTH INVESTMENT SERVICES July 2004 - February 2007
Charles Schwab May 2002 - February 2003
Merrill Lynch February 2000 - December 2001
ROBINSON-HUMPHREY June 1987 - February 2000
JC Bradford September 1985 - May 1987
Education
University of Montevallo 1976 — 1977
none, Music
Alabama School of Fine Arts 1974 — 1975
10th Grade, Music
SunTrust Investment Services 2011 - Present
Mantay & Company, an independent agency for Prudential October 2009 - July 2010
AMSOUTH INVESTMENT SERVICES July 2004 - February 2007
Charles Schwab May 2002 - February 2003
Merrill Lynch February 2000 - December 2001
ROBINSON-HUMPHREY June 1987 - February 2000
JC Bradford September 1985 - May 1987
Education
University of Montevallo 1976 — 1977
none, Music
Alabama School of Fine Arts 1974 — 1975
10th Grade, Music
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY