Sterling Capital Management LLC
Industry: Company
DescriptionHeadquarters: Charlotte, NC Founded: 1970 Parent organization: BB&T Subsidiaries: Sterling Partners GP LLC, Sterling Microcap Value Fund LP, Sterling Capital (Cayman Ltd)
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Sterling Capital Management LLC Employees
Employee
Years
Job
Industry
Audrey Bishop Audrey Bishop's Sterling Capital Management LLC Experience March 2012 - July 2012
Job Administrative AssIstant
Industry Apparel & Fashion
Experience
ccp ventures September 2013 - Present
Zachry Engineering Corporation July 2012 - September 2013
Sterling Capital Management LLC March 2012 - July 2012
AppleOne Employment Services January 2010 - February 2012
Eli Lilly and Company February 2007 - February 2012
Skills
Event Planning, Microsoft Office, Microsoft Excel, PowerPoint, Project Management, Strategic Planning, Customer Service, Compliance, Proofreading, Public Speaking, Public Relations, Team Building, Outlook, Commissioning, Marketing Communications, Nonprofits, Network Administration
Education
The University of Texas at Austin 1999 — 2003
Bachelor of Business Administration (B.B.A.)
ccp ventures September 2013 - Present
Zachry Engineering Corporation July 2012 - September 2013
Sterling Capital Management LLC March 2012 - July 2012
AppleOne Employment Services January 2010 - February 2012
Eli Lilly and Company February 2007 - February 2012
Skills
Event Planning, Microsoft Office, Microsoft Excel, PowerPoint, Project Management, Strategic Planning, Customer Service, Compliance, Proofreading, Public Speaking, Public Relations, Team Building, Outlook, Commissioning, Marketing Communications, Nonprofits, Network Administration
Education
The University of Texas at Austin 1999 — 2003
Bachelor of Business Administration (B.B.A.)
Scott Haenni, J.D., M.B.A. Scott Haenni, J.D., M.B.A.'s Sterling Capital Management LLC Experience September 2014 - Present
Job Chief Operating Officer at Sterling Capital Management
Industry Executive Office
Experience
Sterling Capital Management LLC September 2014 - Present
The Law Office of Scott A. Haenni January 2014 - September 2014
AmerisourceBergen Consulting Services March 2003 - September 2013
Patient Access Network Foundation 2004 - 2008
Kennedy Covington (now K&L Gates) 1999 - 2003
Skills
Strategy, Business Strategy, Leadership, Mergers & Acquisitions, Management, Corporate Governance, Process Improvement, Risk Management, Legal Compliance, Analysis, Due Diligence, Policy, Training, Contract Management, Contract Negotiation, Governance, Strategic Thinking, Corporate Law, Negotiation, Litigation Management, Strategic Planning, Change Management, Finance, Regulatory Affairs, Legal Advice, Legal Writing, Cooking, Fitness Training
Education
Georgetown University - The McDonough School of Business 1995 — 1999
MBA
Georgetown University Law Center 1995 — 1999
JD
University of North Carolina at Chapel Hill 1991 — 1995
BSBA, Business Administration (minor in History)
Sterling Capital Management LLC September 2014 - Present
The Law Office of Scott A. Haenni January 2014 - September 2014
AmerisourceBergen Consulting Services March 2003 - September 2013
Patient Access Network Foundation 2004 - 2008
Kennedy Covington (now K&L Gates) 1999 - 2003
Skills
Strategy, Business Strategy, Leadership, Mergers & Acquisitions, Management, Corporate Governance, Process Improvement, Risk Management, Legal Compliance, Analysis, Due Diligence, Policy, Training, Contract Management, Contract Negotiation, Governance, Strategic Thinking, Corporate Law, Negotiation, Litigation Management, Strategic Planning, Change Management, Finance, Regulatory Affairs, Legal Advice, Legal Writing, Cooking, Fitness Training
Education
Georgetown University - The McDonough School of Business 1995 — 1999
MBA
Georgetown University Law Center 1995 — 1999
JD
University of North Carolina at Chapel Hill 1991 — 1995
BSBA, Business Administration (minor in History)
Ashley Deane Ashley Deane's Sterling Capital Management LLC Experience May 2014 - Present
Job Data Analyst at Sterling Capital Management LLC
Industry Financial Services
Experience
Sterling Capital Management LLC May 2014 - Present
Bank of America June 2012 - June 2014
Northwest Savings Bank June 2009 - September 2010
Education
Mercyhurst University 2007 — 2011
Bachelor's, Business Finance
Gannon University 2005 — 2007
Sterling Capital Management LLC May 2014 - Present
Bank of America June 2012 - June 2014
Northwest Savings Bank June 2009 - September 2010
Education
Mercyhurst University 2007 — 2011
Bachelor's, Business Finance
Gannon University 2005 — 2007
Kevin Stoll Kevin Stoll's Sterling Capital Management LLC Experience July 2013 - Present
Job Executive Director, Head of Quantitative Research at Sterling Capital Management LLC
Industry Investment Management
Experience
Sterling Capital Management LLC July 2013 - Present
Smith Breeden Associates March 2007 - June 2013
Sterling Capital Management July 2004 - March 2007
Jones Lang LaSalle March 2000 - May 2002
Security Capital Group 1998 - 1999
Skills
Financial Modeling, Bloomberg, Fixed Income, Portfolio Management, Analytics, Asset Management, Valuation, Derivatives, Asset Managment, Investments, Financial Analysis, Quantitative Research, Statistical Modeling
Education
Duke University 2002 — 2004
Masters of Business Administration, Finance
Northwestern University 1994 — 1998
Bachelor of Arts, Economics and Mathematical Methods in the Social Sciences
Sterling Capital Management LLC July 2013 - Present
Smith Breeden Associates March 2007 - June 2013
Sterling Capital Management July 2004 - March 2007
Jones Lang LaSalle March 2000 - May 2002
Security Capital Group 1998 - 1999
Skills
Financial Modeling, Bloomberg, Fixed Income, Portfolio Management, Analytics, Asset Management, Valuation, Derivatives, Asset Managment, Investments, Financial Analysis, Quantitative Research, Statistical Modeling
Education
Duke University 2002 — 2004
Masters of Business Administration, Finance
Northwestern University 1994 — 1998
Bachelor of Arts, Economics and Mathematical Methods in the Social Sciences
Cody L. Finchum Cody L. Finchum's Sterling Capital Management LLC Experience February 2015 - Present
Job Salesforce Administrator at Sterling Capital Management LLC
Industry Information Technology and Services
Experience
Sterling Capital Management LLC February 2015 - Present
Allen Tate Realtors May 2012 - February 2015
Skills
Sales, PowerPoint, Customer Service, Inventory Management, Microsoft Word, Salesforce Training, Customer Satisfaction, Microsoft Office, Technical Support, Customer Support, Salesforce.com, Leadership, Outlook, Management, Time Management, Relocation
Education
Campbell University 2008 — 2012
Business Administration and Management, General
Fuquay-Varina High School
Sterling Capital Management LLC February 2015 - Present
Allen Tate Realtors May 2012 - February 2015
Skills
Sales, PowerPoint, Customer Service, Inventory Management, Microsoft Word, Salesforce Training, Customer Satisfaction, Microsoft Office, Technical Support, Customer Support, Salesforce.com, Leadership, Outlook, Management, Time Management, Relocation
Education
Campbell University 2008 — 2012
Business Administration and Management, General
Fuquay-Varina High School
deniz solakoglu's Sterling Capital Management LLC Experience August 2015 - Present
Job Sterling Capital Management LLC
Industry Financial Services
Experience
Sterling Capital Management LLC August 2015 - Present
BB&T Institutional Investment Advisers December 2014 - August 2015
BB&T Retirement and Institutional Services January 2005 - November 2014
BB&T Asset Management November 2000 - January 2005
Skills
Portfolio Management, Strategic Financial..., Investments, Financial Analysis, Series 7, Banking, Wealth Management, Equities, Leadership, Retirement Planning, Asset Management, Business Planning, Securities, Asset Managment, Mutual Funds, Risk Management, Credit Analysis, Investment Management, Financial Services, Credit, Financial Modeling, Asset Allocation, Bloomberg, Investment Advisory, Financial Planning
Education
North Carolina State University 1993 — 1997
Bachelor of Science in Business Management, Business Administration and Management, General
Nova Southeastern University 1998 — 1999
Master of Business Administration (M.B.A.), Finance, General
Sterling Capital Management LLC August 2015 - Present
BB&T Institutional Investment Advisers December 2014 - August 2015
BB&T Retirement and Institutional Services January 2005 - November 2014
BB&T Asset Management November 2000 - January 2005
Skills
Portfolio Management, Strategic Financial..., Investments, Financial Analysis, Series 7, Banking, Wealth Management, Equities, Leadership, Retirement Planning, Asset Management, Business Planning, Securities, Asset Managment, Mutual Funds, Risk Management, Credit Analysis, Investment Management, Financial Services, Credit, Financial Modeling, Asset Allocation, Bloomberg, Investment Advisory, Financial Planning
Education
North Carolina State University 1993 — 1997
Bachelor of Science in Business Management, Business Administration and Management, General
Nova Southeastern University 1998 — 1999
Master of Business Administration (M.B.A.), Finance, General
Jeff Ormsby, CFA's Sterling Capital Management LLC Experience June 2011 - Present
Job Director, Sterling Capital Management
Industry Investment Management
Experience
Sterling Capital Management LLC June 2011 - Present
UNC Kenan-Flagler August 2009 - May 2011
Smith Breeden Associates August 2006 - July 2009
Skills
Fixed Income, Portfolio Management, Valuation, Trading, Bloomberg, Financial Modeling, Investments, Structured Products, Investment Management, Asset Managment, Financial Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA, Investment Management
North Carolina State University - College of Management 2002 — 2006
B.S., Economics
Sterling Capital Management LLC June 2011 - Present
UNC Kenan-Flagler August 2009 - May 2011
Smith Breeden Associates August 2006 - July 2009
Skills
Fixed Income, Portfolio Management, Valuation, Trading, Bloomberg, Financial Modeling, Investments, Structured Products, Investment Management, Asset Managment, Financial Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA, Investment Management
North Carolina State University - College of Management 2002 — 2006
B.S., Economics
Mary Helen Laws, CIPM's Sterling Capital Management LLC Experience June 2011 - Present
Job Associate Director at Sterling Capital Management LLC
Industry Investment Management
Experience
Sterling Capital Management LLC June 2011 - Present
Sports Endeavors May 2010 - August 2010
Skills
Investment Performance, Asset Allocation, Relationship Management, GIPS Compliance, Composites, Model Portfolios, Fixed Income, Portfolio Performance...
Education
University of North Carolina at Chapel Hill 2007 — 2011
Bachelor of Arts (B.A.), Public Policy Analysis
University of North Carolina at Chapel Hill 2007 — 2011
Bachelor of Arts (B.A.), Economics
Sterling Capital Management LLC June 2011 - Present
Sports Endeavors May 2010 - August 2010
Skills
Investment Performance, Asset Allocation, Relationship Management, GIPS Compliance, Composites, Model Portfolios, Fixed Income, Portfolio Performance...
Education
University of North Carolina at Chapel Hill 2007 — 2011
Bachelor of Arts (B.A.), Public Policy Analysis
University of North Carolina at Chapel Hill 2007 — 2011
Bachelor of Arts (B.A.), Economics
Leigh Pulse Leigh Pulse's Sterling Capital Management LLC Experience March 2014 - Present
Job Director at Sterling Capital Management LLC
Industry Investment Management
Experience
Sterling Capital Management LLC March 2014 - Present
Sterling Capital Management LLC October 2006 - Present
Education
The Ohio State University 1987 — 1992
Bachelor of Arts (BA), Journalism / Advertising
Sterling Capital Management LLC March 2014 - Present
Sterling Capital Management LLC October 2006 - Present
Education
The Ohio State University 1987 — 1992
Bachelor of Arts (BA), Journalism / Advertising
Dave Herron Dave Herron's Sterling Capital Management LLC Experience January 2004 - June 2014
Job Regional Vice President Incapital
Industry Financial Services
Experience
Incapital December 2014 - Present
Sterling Capital Management LLC January 2004 - June 2014
Skills
Microsoft Excel, Customer Service, Strategic Planning, PowerPoint, Microsoft Office, Microsoft Word, Outlook, Budgets, Mutual Funds, Research, Investments, English, Negotiation, Public Speaking, Portfolio Management, Sales, Financial Analysis, Marketing Strategy, Banking, Marketing, Fixed Income, Equities, Business Development, Risk Management, Finance, Insurance
Education
The Ohio State University 1990 — 1996
Bachelor of Applied Science (B.A.Sc.), Marketing/Marketing Management, General
Incapital December 2014 - Present
Sterling Capital Management LLC January 2004 - June 2014
Skills
Microsoft Excel, Customer Service, Strategic Planning, PowerPoint, Microsoft Office, Microsoft Word, Outlook, Budgets, Mutual Funds, Research, Investments, English, Negotiation, Public Speaking, Portfolio Management, Sales, Financial Analysis, Marketing Strategy, Banking, Marketing, Fixed Income, Equities, Business Development, Risk Management, Finance, Insurance
Education
The Ohio State University 1990 — 1996
Bachelor of Applied Science (B.A.Sc.), Marketing/Marketing Management, General
Brian Leach Brian Leach's Sterling Capital Management LLC Experience October 2013 - Present
Job Director at Sterling Capital Management LLC
Industry Investment Management
Experience
Sterling Capital Management LLC October 2013 - Present
Neville, Rodie and Shaw, Inc. October 2001 - June 2013
Skills
Equity Research, Portfolio Management, Investments, Short Sales, Hedge Funds, Wealth Management, Investment Strategies, US Equities, Fixed Income, Asset Allocation, Options Strategies, Asset Management, Valuation, Asset Managment, Equities, Private Equity, Emerging Markets
Education
Duke University 1996 — 2000
Bachelor of Arts (B.A.), Public Policy Studies
Sterling Capital Management LLC October 2013 - Present
Neville, Rodie and Shaw, Inc. October 2001 - June 2013
Skills
Equity Research, Portfolio Management, Investments, Short Sales, Hedge Funds, Wealth Management, Investment Strategies, US Equities, Fixed Income, Asset Allocation, Options Strategies, Asset Management, Valuation, Asset Managment, Equities, Private Equity, Emerging Markets
Education
Duke University 1996 — 2000
Bachelor of Arts (B.A.), Public Policy Studies
Emmanuella Renelique's Sterling Capital Management LLC Experience April 2014 - Present
Job
Industry Financial Services
Experience
Sterling Capital Management LLC April 2014 - Present
Century Bank October 2011 - March 2014
JPMorgan Chase July 2009 - October 2011
Bank of America May 2007 - May 2009
Skills
Investments, Commercial Lending, Bonds, Bond Markets, Alternative Investments, Fixed Income Analysis, Relationship Management
Education
Boston College - Carroll School of Management 2005 — 2009
Sterling Capital Management LLC April 2014 - Present
Century Bank October 2011 - March 2014
JPMorgan Chase July 2009 - October 2011
Bank of America May 2007 - May 2009
Skills
Investments, Commercial Lending, Bonds, Bond Markets, Alternative Investments, Fixed Income Analysis, Relationship Management
Education
Boston College - Carroll School of Management 2005 — 2009
Dinah Redhouse's Sterling Capital Management LLC Experience March 2014 - Present
Job Portfolio Admin
Industry Financial Services
Experience
Sterling Capital Management LLC March 2014 - Present
Apptini June 2013 - Present
Merrill Lynch March 2012 - November 2013
ColorJar September 2012 - October 2013
Bank of America May 2010 - September 2012
JPMorgan Chase May 2009 - May 2010
Northwestern Mutual May 2008 - May 2009
Clear Channel April 2008 - December 2008
Covad Communications March 2005 - September 2006
Skills
Financial Analysis, Strategic Planning, Data Analysis, Access, Market Research, Microsoft Office, PowerPoint, Event Planning, Online Marketing, Outlook, Team Building, E-commerce, Public Relations, Qualitative Research, Forecasting, Testing, Underwriting, Decision Making, Innovation, Quality, Quantitative, Customer Service
Education
Rochester Institute of Technology 2004 — 2008
Business Administration, Marketing, Advertising, Public Relations
Sterling Capital Management LLC March 2014 - Present
Apptini June 2013 - Present
Merrill Lynch March 2012 - November 2013
ColorJar September 2012 - October 2013
Bank of America May 2010 - September 2012
JPMorgan Chase May 2009 - May 2010
Northwestern Mutual May 2008 - May 2009
Clear Channel April 2008 - December 2008
Covad Communications March 2005 - September 2006
Skills
Financial Analysis, Strategic Planning, Data Analysis, Access, Market Research, Microsoft Office, PowerPoint, Event Planning, Online Marketing, Outlook, Team Building, E-commerce, Public Relations, Qualitative Research, Forecasting, Testing, Underwriting, Decision Making, Innovation, Quality, Quantitative, Customer Service
Education
Rochester Institute of Technology 2004 — 2008
Business Administration, Marketing, Advertising, Public Relations
Hak Park Hak Park's Sterling Capital Management LLC Experience August 2004 - December 2005
Job Production Control at Hyundai MOBIS
Industry Automotive
Experience
Hyundai MOBIS April 2014 - Present
Daewoo International Corporation April 2012 - April 2014
Retail Capital October 2011 - March 2012
Sterling Capital Management LLC August 2004 - December 2005
Information Technology Services August 2001 - July 2004
American Chamber of Commerce in Korea 2002 - 2002
Skills
Sales, Finance, Analytics, Logistics, Financial Analysis, Financial Modeling, Research, Microsoft Excel, Data Analysis, Microsoft Office, Investments, Microsoft Word, Portfolio Management, Valuation, SAP, QuickBooks, Axys, Bloomberg, Strategic Planning, Management, Leadership, Analysis, Strategy, Automotive, Business Strategy, Marketing, Business Planning
Education
Walsh College of Accountancy and Business Administration 2011 — 2013
MAC, Accounting, Incomplete
Schoolcraft College 2008 — 2010
Davidson College 2000 — 2004
BA, Economics with Mathematical Concentration
Rift Valley Academy 1989 — 2000
Highschool, General Studies
Hyundai MOBIS April 2014 - Present
Daewoo International Corporation April 2012 - April 2014
Retail Capital October 2011 - March 2012
Sterling Capital Management LLC August 2004 - December 2005
Information Technology Services August 2001 - July 2004
American Chamber of Commerce in Korea 2002 - 2002
Skills
Sales, Finance, Analytics, Logistics, Financial Analysis, Financial Modeling, Research, Microsoft Excel, Data Analysis, Microsoft Office, Investments, Microsoft Word, Portfolio Management, Valuation, SAP, QuickBooks, Axys, Bloomberg, Strategic Planning, Management, Leadership, Analysis, Strategy, Automotive, Business Strategy, Marketing, Business Planning
Education
Walsh College of Accountancy and Business Administration 2011 — 2013
MAC, Accounting, Incomplete
Schoolcraft College 2008 — 2010
Davidson College 2000 — 2004
BA, Economics with Mathematical Concentration
Rift Valley Academy 1989 — 2000
Highschool, General Studies
Hunter G Donaldson, CAIA® CRPC® Hunter G Donaldson, CAIA® CRPC®'s Sterling Capital Management LLC Experience April 2014 - Present
Job Director, Regional Consultant at Sterling Capital Management LLC
Industry Financial Services
Experience
Sterling Capital Management LLC April 2014 - Present
OppenheimerFunds March 2009 - April 2014
OppenheimerFunds August 2007 - March 2009
Ameriprise Financial Advisors November 2005 - July 2007
Skills
Strategic Financial..., Series 7, Series 63, Mutual Funds, Separately Managed..., Financial Advisory, Portfolio Management, Investments, Financial Services, Securities, 401k, Asset Allocation, Investment Strategies, Investment Advisory, Asset Management, Investment Management, ETFs, Alternative Investments, Retirement Planning, Retirement, Finance, Wealth Management, Uniform Combined State..., Fixed Annuities, Fixed Income
Education
University of Colorado 2000 — 2005
2005BA, Finance/Marketing and
University of Colorado Boulder - Leeds School of Business 2000 — 2005
Bachelors, Finance and Marketing
Sterling Capital Management LLC April 2014 - Present
OppenheimerFunds March 2009 - April 2014
OppenheimerFunds August 2007 - March 2009
Ameriprise Financial Advisors November 2005 - July 2007
Skills
Strategic Financial..., Series 7, Series 63, Mutual Funds, Separately Managed..., Financial Advisory, Portfolio Management, Investments, Financial Services, Securities, 401k, Asset Allocation, Investment Strategies, Investment Advisory, Asset Management, Investment Management, ETFs, Alternative Investments, Retirement Planning, Retirement, Finance, Wealth Management, Uniform Combined State..., Fixed Annuities, Fixed Income
Education
University of Colorado 2000 — 2005
2005BA, Finance/Marketing and
University of Colorado Boulder - Leeds School of Business 2000 — 2005
Bachelors, Finance and Marketing
Kay Moths Kay Moths's Sterling Capital Management LLC Experience September 2000 - Present
Job Administrative Assistant at Sterling Capital Management LLC
Industry Investment Management
Experience
Sterling Capital Management LLC September 2000 - Present
VPI Inc. 1996 - 2000
Sargento Foods 1991 - 1996
Johnsonville Sausage 1982 - 1991
Skills
Asset Management, Mutual Funds
Education
Lakeland College 1995 — 1999
BA
University of Wisconsin-Sheboygan
Sterling Capital Management LLC September 2000 - Present
VPI Inc. 1996 - 2000
Sargento Foods 1991 - 1996
Johnsonville Sausage 1982 - 1991
Skills
Asset Management, Mutual Funds
Education
Lakeland College 1995 — 1999
BA
University of Wisconsin-Sheboygan
Erik Persson's Sterling Capital Management LLC Experience October 2013 - Present
Job Associate at Sterling Capital Management
Industry Investment Management
Experience
Sterling Capital Management LLC October 2013 - Present
The McDaniel Corporation August 2012 - May 2013
South Carolina Office of the Attorney General February 2011 - September 2011
Alan Wilson for Attorney General Campaign August 2010 - December 2010
Skills
Investment Portfolio, Excel models, Bloomberg Terminal, Morningstar, Public Speaking, Microsoft Office, Trading Strategies, Wealth Management, PowerPoint, Economics, Writing, Microsoft Excel, Analytics, Manage Client..., Asset Management, Marketing Strategy, Event Planning, Portfolio Management, Finance, Budgets, Investments, Microsoft Word
Education
University of South Carolina - The Moore School of Business 2008 — 2013
Bachelor of Arts (B.A.), Investment Finance & Marketing
Sterling Capital Management LLC October 2013 - Present
The McDaniel Corporation August 2012 - May 2013
South Carolina Office of the Attorney General February 2011 - September 2011
Alan Wilson for Attorney General Campaign August 2010 - December 2010
Skills
Investment Portfolio, Excel models, Bloomberg Terminal, Morningstar, Public Speaking, Microsoft Office, Trading Strategies, Wealth Management, PowerPoint, Economics, Writing, Microsoft Excel, Analytics, Manage Client..., Asset Management, Marketing Strategy, Event Planning, Portfolio Management, Finance, Budgets, Investments, Microsoft Word
Education
University of South Carolina - The Moore School of Business 2008 — 2013
Bachelor of Arts (B.A.), Investment Finance & Marketing
Jayme Metzler McDonald, CFP® Jayme Metzler McDonald, CFP®'s Sterling Capital Management LLC Experience November 2013 - Present
Job Associate at Sterling Capital Management LLC
Industry Investment Management
Experience
Sterling Capital Management LLC November 2013 - Present
Boston Financial Management, Inc. November 2009 - November 2013
Boston Financial Management, Inc. February 2009 - October 2009
Skills
Estate Planning, Asset Allocation, Portfolio Management, Equities, Retirement Planning, Relationship Management, Investment Strategies, Account Management, Strategic Financial..., Sales, CRM, Customer Retention, Investments, Wealth Management
Education
Boston University 2009 — 2012
Financial Planning Program
University of Massachusetts, Amherst 2004 — 2008
Political Science and Legal Studies
Sterling Capital Management LLC November 2013 - Present
Boston Financial Management, Inc. November 2009 - November 2013
Boston Financial Management, Inc. February 2009 - October 2009
Skills
Estate Planning, Asset Allocation, Portfolio Management, Equities, Retirement Planning, Relationship Management, Investment Strategies, Account Management, Strategic Financial..., Sales, CRM, Customer Retention, Investments, Wealth Management
Education
Boston University 2009 — 2012
Financial Planning Program
University of Massachusetts, Amherst 2004 — 2008
Political Science and Legal Studies
Caitlin Stevens Caitlin Stevens's Sterling Capital Management LLC Experience June 2015 - Present
Job Client Service Associate at Sterling Capital Management LLC
Industry Financial Services
Experience
Sterling Capital Management LLC June 2015 - Present
Greentech Capital Advisors April 2011 - May 2015
Midlands Orthopaedics PA September 2009 - January 2011
Nordstrom June 2006 - August 2009
EasyHRWeb September 2008 - February 2009
Education
University of South Carolina-Columbia 2007 — 2010
Bachelor of Arts, English, Philosophy
Sterling Capital Management LLC June 2015 - Present
Greentech Capital Advisors April 2011 - May 2015
Midlands Orthopaedics PA September 2009 - January 2011
Nordstrom June 2006 - August 2009
EasyHRWeb September 2008 - February 2009
Education
University of South Carolina-Columbia 2007 — 2010
Bachelor of Arts, English, Philosophy
Rose Bennetch Rose Bennetch's Sterling Capital Management LLC Experience October 2010 - November 2011
Job Client Management Associate
Industry Financial Services
Experience
Signature - An Independent Family Office March 2012 - Present
Portfolio Recovery Associates October 2011 - March 2012
Sterling Capital Management LLC October 2010 - November 2011
BB&T Asset Management, Inc January 2007 - January 2009
Virginia Investment Counselors January 2002 - January 2007
Virginia Investment Counselors, Inc January 1999 - January 2002
Bank of America January 1990 - January 1993
Skills
Financial Services
Education
Old Dominion University
Bachelor of Science in Business Administration, Finance
Signature - An Independent Family Office March 2012 - Present
Portfolio Recovery Associates October 2011 - March 2012
Sterling Capital Management LLC October 2010 - November 2011
BB&T Asset Management, Inc January 2007 - January 2009
Virginia Investment Counselors January 2002 - January 2007
Virginia Investment Counselors, Inc January 1999 - January 2002
Bank of America January 1990 - January 1993
Skills
Financial Services
Education
Old Dominion University
Bachelor of Science in Business Administration, Finance
Jerry Van Horn Jerry Van Horn's Sterling Capital Management LLC Experience August 2015 - Present
Job Executive Director & Portfolio Manager at Sterling Capital Management LLC
Industry Investment Management
Experience
Sterling Capital Management LLC August 2015 - Present
Stratton Funds January 2013 - Present
Education
The College of New Jersey 1992 — 1996
BA, Economics
Sterling Capital Management LLC August 2015 - Present
Stratton Funds January 2013 - Present
Education
The College of New Jersey 1992 — 1996
BA, Economics
Brittany Nona's Sterling Capital Management LLC Experience June 2015 - Present
Job Client Service Associate
Industry Public Relations and Communications
Experience
Sterling Capital Management LLC June 2015 - Present
Combi USA, Inc. May 2013 - June 2015
SECU Family House at UNC Hospitals January 2012 - May 2013
The Bottom Line January 2013 - April 2013
RappAround Public Relations Consulting May 2012 - August 2012
Village Auto Sales November 2007 - August 2011
Skills
Press Releases, Social Media, Facebook, Blogging, Social Networking, Social Media Marketing, Public Relations, Event Planning, Ap Style, Editing, Strategic Communications, Media Relations, Cision, PowerPoint, Microsoft Office, Marketing, Pinterest, Marketing Communications, Event Management, Fundraising, Microsoft Word, Fashion, Publicity, Press Kits, Product Marketing, Online Marketing, Marketing Strategy, Strategic Public..., Crisis Communications, Photoshop, Illustrator, Juvenile Products, Child Passenger Safety..., AP Style
Education
University of North Carolina at Chapel Hill 2009 — 2013
B.A., Journalism and Mass Communication, Communication Studies
Sterling Capital Management LLC June 2015 - Present
Combi USA, Inc. May 2013 - June 2015
SECU Family House at UNC Hospitals January 2012 - May 2013
The Bottom Line January 2013 - April 2013
RappAround Public Relations Consulting May 2012 - August 2012
Village Auto Sales November 2007 - August 2011
Skills
Press Releases, Social Media, Facebook, Blogging, Social Networking, Social Media Marketing, Public Relations, Event Planning, Ap Style, Editing, Strategic Communications, Media Relations, Cision, PowerPoint, Microsoft Office, Marketing, Pinterest, Marketing Communications, Event Management, Fundraising, Microsoft Word, Fashion, Publicity, Press Kits, Product Marketing, Online Marketing, Marketing Strategy, Strategic Public..., Crisis Communications, Photoshop, Illustrator, Juvenile Products, Child Passenger Safety..., AP Style
Education
University of North Carolina at Chapel Hill 2009 — 2013
B.A., Journalism and Mass Communication, Communication Studies
Kyle Caropreso Kyle Caropreso's Sterling Capital Management LLC Experience July 2002 - June 2005
Job Queue Management Team Lead
Industry Investment Banking
Experience
Bank of America June 2005 - Present
Municipal Settlement June 2005 - April 2006
Sterling Capital Management LLC July 2002 - June 2005
First Union Discount Brokerage December 2001 - July 2002
Legends of Racing June 2001 - December 2001
Bank of America August 1999 - May 2001
First Union Brokerage Services, Inc September 1997 - August 1999
First Data Corporation May 1996 - September 1997
NYLIFE Securities March 1994 - May 1996
Skills
Finance, Process Improvement, Management, Equities, Contingency Planning, Program Management, Asset Management, Sales, Customer Service, Fixed Income, Trading, Mutual Funds, Budgets, Project Management, Coaching, Change Management, Team Building, Leadership, Banking, Capital Markets, Negotiation, Risk Management, Accounting, Strategic Planning
Education
Catawba College 1989 — 1993
Bachelor of Arts, Business Administration, Finance
Montgomery High School
Bank of America June 2005 - Present
Municipal Settlement June 2005 - April 2006
Sterling Capital Management LLC July 2002 - June 2005
First Union Discount Brokerage December 2001 - July 2002
Legends of Racing June 2001 - December 2001
Bank of America August 1999 - May 2001
First Union Brokerage Services, Inc September 1997 - August 1999
First Data Corporation May 1996 - September 1997
NYLIFE Securities March 1994 - May 1996
Skills
Finance, Process Improvement, Management, Equities, Contingency Planning, Program Management, Asset Management, Sales, Customer Service, Fixed Income, Trading, Mutual Funds, Budgets, Project Management, Coaching, Change Management, Team Building, Leadership, Banking, Capital Markets, Negotiation, Risk Management, Accounting, Strategic Planning
Education
Catawba College 1989 — 1993
Bachelor of Arts, Business Administration, Finance
Montgomery High School
Monica A. Spaulding Monica A. Spaulding's Sterling Capital Management LLC Experience March 2015 - Present
Job Director, Performance and Analytics at Sterling Capital Management LLC
Industry Financial Services
Experience
Sterling Capital Management LLC March 2015 - Present
Sterling Capital Management LLC January 2013 - March 2015
Scott & Stringfellow June 2012 - December 2012
Scott & Stringfellow November 2007 - June 2012
Scott & Stringfellow January 2005 - November 2007
Scott & Stringfellow October 2000 - January 2005
Skills
Series 7, Series 63, Wealth Management, Securities, Investments, Financial Services, Portfolio Management, Asset Management, Asset Allocation, Marketing
Education
University of Richmond
Bachelor of Liberal Arts, Interdisciplinary Studies, Minor in Business
James Madison University
Sterling Capital Management LLC March 2015 - Present
Sterling Capital Management LLC January 2013 - March 2015
Scott & Stringfellow June 2012 - December 2012
Scott & Stringfellow November 2007 - June 2012
Scott & Stringfellow January 2005 - November 2007
Scott & Stringfellow October 2000 - January 2005
Skills
Series 7, Series 63, Wealth Management, Securities, Investments, Financial Services, Portfolio Management, Asset Management, Asset Allocation, Marketing
Education
University of Richmond
Bachelor of Liberal Arts, Interdisciplinary Studies, Minor in Business
James Madison University
Daniel Morrall Daniel Morrall's Sterling Capital Management LLC Experience July 2014 - Present
Job Director at Sterling Capital Management LLC
Industry Investment Management
Experience
Sterling Capital Management LLC July 2014 - Present
Graham Partners June 2012 - May 2014
S Squared Technology July 2006 - December 2011
Graham Partners May 2006 - July 2006
Graham Partners May 2005 - August 2005
Banc of America Securities 2001 - 2004
Outpurchase 2000 - 2001
NFTE 2000 - 2000
Skills
Financial Modeling, Start-ups, Strategy, Mergers & Acquisitions, Private Equity, Venture Capital, Entrepreneurship, Market Research, Analytics, Corporate Finance, Investments, Investment Banking, Financial Analysis, Networking, Portfolio Management, Finance, DCF, Business Strategy, Valuation, Corporate Development, Management Consulting, Strategic Partnerships, Marketing, Restructuring, Non-profit Board..., Equity Research, Team Management, IPO, Fixed Income, Equities, Capital Markets, Competitive Analysis, Alternative Investments, SaaS, Asset Management, Strategic Planning, Mutual Funds, Hedge Funds, Mergers, Analysis, Business Analysis, Bloomberg, Emerging Markets, Leveraged Finance, Due Diligence, Equity Valuation, Executive Management, LBO, Market Analysis, Business Development
Education
Columbia University - Columbia Business School 2004 — 2006
MBA, Entrepreneurship, Finance, Value Investing
Washington and Lee University 1995 — 1999
BA, Economics, Business Administration
Landon School 1992 — 1995
High School, Honors/Regents High School/Secondary Diploma Program
Sidwell Friends 1981 — 1991
Sterling Capital Management LLC July 2014 - Present
Graham Partners June 2012 - May 2014
S Squared Technology July 2006 - December 2011
Graham Partners May 2006 - July 2006
Graham Partners May 2005 - August 2005
Banc of America Securities 2001 - 2004
Outpurchase 2000 - 2001
NFTE 2000 - 2000
Skills
Financial Modeling, Start-ups, Strategy, Mergers & Acquisitions, Private Equity, Venture Capital, Entrepreneurship, Market Research, Analytics, Corporate Finance, Investments, Investment Banking, Financial Analysis, Networking, Portfolio Management, Finance, DCF, Business Strategy, Valuation, Corporate Development, Management Consulting, Strategic Partnerships, Marketing, Restructuring, Non-profit Board..., Equity Research, Team Management, IPO, Fixed Income, Equities, Capital Markets, Competitive Analysis, Alternative Investments, SaaS, Asset Management, Strategic Planning, Mutual Funds, Hedge Funds, Mergers, Analysis, Business Analysis, Bloomberg, Emerging Markets, Leveraged Finance, Due Diligence, Equity Valuation, Executive Management, LBO, Market Analysis, Business Development
Education
Columbia University - Columbia Business School 2004 — 2006
MBA, Entrepreneurship, Finance, Value Investing
Washington and Lee University 1995 — 1999
BA, Economics, Business Administration
Landon School 1992 — 1995
High School, Honors/Regents High School/Secondary Diploma Program
Sidwell Friends 1981 — 1991
DeLucia, Tony DeLucia, Tony's Sterling Capital Management LLC Experience October 2003 - Present
Job Executive Director at Sterling Capital Management LLC
Industry Financial Services
Experience
Sterling Capital Management LLC October 2003 - Present
BISYS Group, Inc. January 1998 - 2003
McDonald Investments August 1996 - January 1998
Education
University of Massachusetts, Amherst 1990 — 1994
Bachelor of Science (BS)
Sterling Capital Management LLC October 2003 - Present
BISYS Group, Inc. January 1998 - 2003
McDonald Investments August 1996 - January 1998
Education
University of Massachusetts, Amherst 1990 — 1994
Bachelor of Science (BS)
Steven Stofsky Steven Stofsky's Sterling Capital Management LLC Experience August 2012 - Present
Job Director, Regional Sales Consultant Florida/Alabama at Sterling Capital Management
Industry Investment Management
Experience
Sterling Capital Management LLC August 2012 - Present
The Legend Group - The Stofsky Agency April 2011 - June 2012
MassMutual Financial Group May 2008 - April 2009
Jackson March 2003 - May 2008
Sage Life August 2001 - July 2002
American Skandia Life November 1999 - June 2001
Protective Life June 1998 - November 1999
Skills
Retirement Planning, Fixed Annuities, Retirement, 401k, Investments, Variable Annuities, Strategic Financial..., Financial Advisory, Insurance, Financial Services, IRAs, Series 63, Life Insurance, Asset Allocation, Wealth Management, Estate Planning, Relationship Management, Financial Planners, Equities, Fixed Income, Alternative Investments, Mutual Funds, Annuities, Financial Planning, Rollovers, IRA's, SEP, Series 6, Annuity, Asset Management, Investment Advisory, Term Life Insurance, Customer Relations, FINRA Series 6, Institutional, Sales Management, Series 65, Bank Relationship..., Separately Managed...
Education
University of Florida 1993 — 1998
BSBA, Insurance and Risk Management
Sterling Capital Management LLC August 2012 - Present
The Legend Group - The Stofsky Agency April 2011 - June 2012
MassMutual Financial Group May 2008 - April 2009
Jackson March 2003 - May 2008
Sage Life August 2001 - July 2002
American Skandia Life November 1999 - June 2001
Protective Life June 1998 - November 1999
Skills
Retirement Planning, Fixed Annuities, Retirement, 401k, Investments, Variable Annuities, Strategic Financial..., Financial Advisory, Insurance, Financial Services, IRAs, Series 63, Life Insurance, Asset Allocation, Wealth Management, Estate Planning, Relationship Management, Financial Planners, Equities, Fixed Income, Alternative Investments, Mutual Funds, Annuities, Financial Planning, Rollovers, IRA's, SEP, Series 6, Annuity, Asset Management, Investment Advisory, Term Life Insurance, Customer Relations, FINRA Series 6, Institutional, Sales Management, Series 65, Bank Relationship..., Separately Managed...
Education
University of Florida 1993 — 1998
BSBA, Insurance and Risk Management
Charles (Chip) Wittmann, CFA Charles (Chip) Wittmann, CFA's Sterling Capital Management LLC Experience July 2014 - Present
Job Portfolio Manager / Analyst at Sterling Capital Management LLC
Industry Investment Management
Experience
Sterling Capital Management, LLC July 2014 - Present
Thompson, Siegel & Walmsley 2004 - June 2014
Shockoe Capital, LLC 2001 - 2004
Wells Fargo Securities 1995 - 2001
Bank of America 1988 - 1993
Skills
Equity Research, Hedge Funds, Portfolio Management, Alternative Investments, Equities, Capital Raising, Alpha Generation, Client Presentation, Product Development, Team Leadership, Turnaround Experience, Competitive Analysis, Mutual Funds
Education
Duke University, The Fuqua School of Business 1993 — 1995
Master of Business Administration (MBA), Finance
Davidson College 1984 — 1988
Bachelor of Arts (B.A.), Economics
Phillips Andover 1982 — 1984
Sterling Capital Management, LLC July 2014 - Present
Thompson, Siegel & Walmsley 2004 - June 2014
Shockoe Capital, LLC 2001 - 2004
Wells Fargo Securities 1995 - 2001
Bank of America 1988 - 1993
Skills
Equity Research, Hedge Funds, Portfolio Management, Alternative Investments, Equities, Capital Raising, Alpha Generation, Client Presentation, Product Development, Team Leadership, Turnaround Experience, Competitive Analysis, Mutual Funds
Education
Duke University, The Fuqua School of Business 1993 — 1995
Master of Business Administration (MBA), Finance
Davidson College 1984 — 1988
Bachelor of Arts (B.A.), Economics
Phillips Andover 1982 — 1984
Shawn Gallagher, CFA Shawn Gallagher, CFA's Sterling Capital Management LLC Experience June 2005 - Present
Job Portfolio Manager at Sterling Capital Management
Industry Investment Management
Experience
Sterling Capital Management LLC June 2005 - Present
AT&T Corp 2003 - 2005
Skills
Asset Management, Equities, Financial Modeling, Investments, Management, Portfolio Management, Valuation, Leadership
Education
Penn State University 1999 — 2003
B.S., Finance
Sterling Capital Management LLC June 2005 - Present
AT&T Corp 2003 - 2005
Skills
Asset Management, Equities, Financial Modeling, Investments, Management, Portfolio Management, Valuation, Leadership
Education
Penn State University 1999 — 2003
B.S., Finance
L. Joshua Wein, CAIA's Sterling Capital Management LLC Experience September 2008 - Present
Job Executive Director at Sterling Capital Management LLC
Industry Investment Management
Experience
Sterling Capital Management LLC September 2008 - Present
Bellator Capital Partners LLC July 2003 - September 2008
First Union Securities 2000 - 2001
State Street Global Advisors May 1999 - August 1999
Adams Harkness 1997 - 1998
Mellon Trust 1995 - 1997
Skills
Alternative Investments, Equity Research, Hedge Funds, Portfolio Management, Asset Managment, Investment Strategies, Investments, Fixed Income, Asset Allocation, Mutual Funds, Wealth Management, Equities, Investment Management, Investment Advisory, Asset Management, Due Diligence, Series 63
Education
Vanderbilt University - Owen Graduate School of Management 1998 — 2000
MBA, Finance
Emory University 1991 — 1995
BBA, Finance
Choate Rosemary Hall 1988 — 1991
Applewild School 1977 — 1988
Sterling Capital Management LLC September 2008 - Present
Bellator Capital Partners LLC July 2003 - September 2008
First Union Securities 2000 - 2001
State Street Global Advisors May 1999 - August 1999
Adams Harkness 1997 - 1998
Mellon Trust 1995 - 1997
Skills
Alternative Investments, Equity Research, Hedge Funds, Portfolio Management, Asset Managment, Investment Strategies, Investments, Fixed Income, Asset Allocation, Mutual Funds, Wealth Management, Equities, Investment Management, Investment Advisory, Asset Management, Due Diligence, Series 63
Education
Vanderbilt University - Owen Graduate School of Management 1998 — 2000
MBA, Finance
Emory University 1991 — 1995
BBA, Finance
Choate Rosemary Hall 1988 — 1991
Applewild School 1977 — 1988
Patrick Rau's Sterling Capital Management LLC Experience April 2001 - Present
Job
Industry Investment Management
Experience
Sterling Capital Management, LLC April 2001 - Present
Banc of America Investments April 1995 - April 2001
Interstate/Johnson Lane 1991 - 1993
Skills
Portfolio Management, Security Analysis, Value Investing, Investments, Equity Research, Asset Managment, Investment Management, Investment Strategies, Equities, Financial Modeling, Wealth Management, Financial Analysis, Equity Valuation
Education
Vanderbilt University - Owen Graduate School of Management 1991 — 1993
MBA, Finance
Duke University 1985 — 1989
AB, political Science
Sterling Capital Management, LLC April 2001 - Present
Banc of America Investments April 1995 - April 2001
Interstate/Johnson Lane 1991 - 1993
Skills
Portfolio Management, Security Analysis, Value Investing, Investments, Equity Research, Asset Managment, Investment Management, Investment Strategies, Equities, Financial Modeling, Wealth Management, Financial Analysis, Equity Valuation
Education
Vanderbilt University - Owen Graduate School of Management 1991 — 1993
MBA, Finance
Duke University 1985 — 1989
AB, political Science
Will Smith, CFA's Sterling Capital Management LLC Experience May 2015 - Present
Job Director at Sterling Capital Management LLC
Industry Investment Management
Experience
Sterling Capital Management LLC May 2015 - Present
Goldman Sachs June 2013 - May 2015
Jefferies & Company November 2009 - June 2013
Zoot GU Triathlon Team January 2007 - December 2009
LNG Capital October 2008 - July 2009
Capital Group 2008 - 2008
Edward Jones October 2002 - April 2007
Skills
Investments, Equity Research, Valuation, Financial Modeling, Equities, Analysis, Finance
Education
CFA Institute 2009 — 2011
CFA
London Business School 2007 — 2009
MBA, Finance
Vanderbilt University 1998 — 2002
Bachelor of Engineering, Structural Engineering
Australian Graduate School of Management
Sterling Capital Management LLC May 2015 - Present
Goldman Sachs June 2013 - May 2015
Jefferies & Company November 2009 - June 2013
Zoot GU Triathlon Team January 2007 - December 2009
LNG Capital October 2008 - July 2009
Capital Group 2008 - 2008
Edward Jones October 2002 - April 2007
Skills
Investments, Equity Research, Valuation, Financial Modeling, Equities, Analysis, Finance
Education
CFA Institute 2009 — 2011
CFA
London Business School 2007 — 2009
MBA, Finance
Vanderbilt University 1998 — 2002
Bachelor of Engineering, Structural Engineering
Australian Graduate School of Management
Brian Moran's Sterling Capital Management LLC Experience July 2014 - Present
Job Executive Director/Chief Compliance Officer at Sterling Capital Management LLC and Sterling Capital Funds, LLC;SVP BB&T
Industry Financial Services
Experience
Sterling Capital Management LLC July 2014 - Present
BB&T July 2014 - Present
TIAA-CREF December 2006 - July 2014
Teachers Personal Investors Services, Inc. December 2006 - July 2014
Wachovia Capital Markets/Structured Asset Investors September 2004 - December 2006
Northwestern Mutual Life December 2001 - September 2004
AIG/American General Financial Group, Inc January 2000 - November 2001
Fleet-Boston/Robertson Stephens October 1997 - January 2000
American Stock Exchange, Incorporated November 1997 - October 1998
AMBAC, Incorporated January 1996 - January 1997
Skills
Hedge Funds, Securities, Compliance, Fixed Income, Investments, FINRA, Risk Management, Investment Advisory, Trading, Banking, Investment Banking, Financial Services, Capital Markets, Mutual Funds, Equities, Investment Management, Due Diligence, AML, Insurance, Series 7, Financial Advisory, Credit, Series 63, Loans, Series 24, Asset Management, Alternative Investments, Finance, Retirement, Wealth Management, Financial Risk, Auditing, SEC, KYC, Operational Risk, Portfolio Management, Securities Regulation, Funding, Private Equity, Anti Money Laundering, Management, Executive Management, Leadership
Education
University of Pennsylvania, FINRA Institute-Wharton 2001 — 2005
N/A, Certified Regulatory & ComplianceProfessional, Pass
University of Pennsylvania - The Wharton School 2001 — 2004
None, CRCP
University of Maryland - Robert H. Smith School of Business 1992 — 1995
MBA, Finance
Fordham University 1978 — 1982
BS, Public Accounting
Washingtonville 1974 — 1978
Regents, Political Science and Government
New York
Bachelor of Science (BS), Public Accounting
Sterling Capital Management LLC July 2014 - Present
BB&T July 2014 - Present
TIAA-CREF December 2006 - July 2014
Teachers Personal Investors Services, Inc. December 2006 - July 2014
Wachovia Capital Markets/Structured Asset Investors September 2004 - December 2006
Northwestern Mutual Life December 2001 - September 2004
AIG/American General Financial Group, Inc January 2000 - November 2001
Fleet-Boston/Robertson Stephens October 1997 - January 2000
American Stock Exchange, Incorporated November 1997 - October 1998
AMBAC, Incorporated January 1996 - January 1997
Skills
Hedge Funds, Securities, Compliance, Fixed Income, Investments, FINRA, Risk Management, Investment Advisory, Trading, Banking, Investment Banking, Financial Services, Capital Markets, Mutual Funds, Equities, Investment Management, Due Diligence, AML, Insurance, Series 7, Financial Advisory, Credit, Series 63, Loans, Series 24, Asset Management, Alternative Investments, Finance, Retirement, Wealth Management, Financial Risk, Auditing, SEC, KYC, Operational Risk, Portfolio Management, Securities Regulation, Funding, Private Equity, Anti Money Laundering, Management, Executive Management, Leadership
Education
University of Pennsylvania, FINRA Institute-Wharton 2001 — 2005
N/A, Certified Regulatory & ComplianceProfessional, Pass
University of Pennsylvania - The Wharton School 2001 — 2004
None, CRCP
University of Maryland - Robert H. Smith School of Business 1992 — 1995
MBA, Finance
Fordham University 1978 — 1982
BS, Public Accounting
Washingtonville 1974 — 1978
Regents, Political Science and Government
New York
Bachelor of Science (BS), Public Accounting
Lori Pierce McCartney, CCSA's Sterling Capital Management LLC Experience June 2015 - Present
Job Regulatory and Risk Management Analyst at Sterling Capital Management LLC
Industry Financial Services
Experience
Sterling Capital Management LLC June 2015 - Present
BB&T August 2011 - Present
RBC Bank March 2011 - August 2011
BB&T August 2010 - February 2011
BB&T September 2008 - August 2010
Branch Banking and Trust October 2006 - September 2008
Branch Banking and Trust January 2005 - September 2006
Branch Banking and Trust September 2003 - January 2005
M&T Bank January 2001 - October 2002
State of NC 1994 - 1997
Skills
Risk Management, Internal Audit, Auditing, Enterprise Risk..., Risk Assessment
Education
Barton College 1990 — 1994
east wake high school
east wake high school
Sterling Capital Management LLC June 2015 - Present
BB&T August 2011 - Present
RBC Bank March 2011 - August 2011
BB&T August 2010 - February 2011
BB&T September 2008 - August 2010
Branch Banking and Trust October 2006 - September 2008
Branch Banking and Trust January 2005 - September 2006
Branch Banking and Trust September 2003 - January 2005
M&T Bank January 2001 - October 2002
State of NC 1994 - 1997
Skills
Risk Management, Internal Audit, Auditing, Enterprise Risk..., Risk Assessment
Education
Barton College 1990 — 1994
east wake high school
east wake high school
Michael Shorkey's Sterling Capital Management LLC Experience February 2014 - Present
Job Database and .NET programmer
Industry Banking
Experience
Sterling Capital Management LLC February 2014 - Present
Bank of America April 2008 - January 2014
Skills
Risk Management, Banking, Business Analysis, Process Improvement, Vendor Management, Financial Services, Portfolio Management, SDLC, Insurance, Customer Service, Project Management, Underwriting, Strategic Planning, Visio, Financial Analysis, Leadership, SSRS, SSIS, C#
Education
University of South Florida - College of Business Administration 1980 — 1981
BS, Business Administration, Management and Operations
Hudson Valley Community College 1977 — 1977
AS, Business Mgmt
State University of New York College of Agriculture and Technology at Morrisville 1974 — 1976
AAS, Journalism
Linton Senior HS (now Schenectady High) 1971 — 1974
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
Sterling Capital Management LLC February 2014 - Present
Bank of America April 2008 - January 2014
Skills
Risk Management, Banking, Business Analysis, Process Improvement, Vendor Management, Financial Services, Portfolio Management, SDLC, Insurance, Customer Service, Project Management, Underwriting, Strategic Planning, Visio, Financial Analysis, Leadership, SSRS, SSIS, C#
Education
University of South Florida - College of Business Administration 1980 — 1981
BS, Business Administration, Management and Operations
Hudson Valley Community College 1977 — 1977
AS, Business Mgmt
State University of New York College of Agriculture and Technology at Morrisville 1974 — 1976
AAS, Journalism
Linton Senior HS (now Schenectady High) 1971 — 1974
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
Don Strehle's Sterling Capital Management LLC Experience July 2013 - Present
Job Sales Manager at Sterling Capital Management LLC
Industry Banking
Experience
Sterling Capital Management LLC July 2013 - Present
BB&T August 2005 - July 2013
Skills
Investments, Mortgage Lending, Business Development, Portfolio Management, Asset Based Lending, Loan Origination, Mortgage Banking, Credit Risk, Strategy, Budgets, Treasury Management, Negotiation, Wealth Management, Marketing, Cash Management
Education
Radford University 1974 — 1978
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Sterling Capital Management LLC July 2013 - Present
BB&T August 2005 - July 2013
Skills
Investments, Mortgage Lending, Business Development, Portfolio Management, Asset Based Lending, Loan Origination, Mortgage Banking, Credit Risk, Strategy, Budgets, Treasury Management, Negotiation, Wealth Management, Marketing, Cash Management
Education
Radford University 1974 — 1978
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Stewart Boswell's Sterling Capital Management LLC Experience September 2009 - Present
Job Head of Private Client at Sterling Capital Management
Industry Investment Management
Experience
Sterling Capital Management LLC September 2009 - Present
Boswell Associates LLC 2002 - September 2009
Banc of America Securities June 1978 - April 2002
Bank of America 1978 - 2002
Skills
Asset Managment, Portfolio Management, Investments, Wealth Management, Fixed Income
Education
Davidson College 1974 — 1978
BA, Economics
Sterling Capital Management LLC September 2009 - Present
Boswell Associates LLC 2002 - September 2009
Banc of America Securities June 1978 - April 2002
Bank of America 1978 - 2002
Skills
Asset Managment, Portfolio Management, Investments, Wealth Management, Fixed Income
Education
Davidson College 1974 — 1978
BA, Economics
Antoine McIntosh, CFA's Sterling Capital Management LLC Experience March 2014 - Present
Job Equity Research Analyst at Sterling Capital Management LLC
Industry Financial Services
Experience
Sterling Capital Management LLC March 2014 - Present
SEI October 2012 - March 2014
SEI Investments July 2010 - October 2012
Skills
Mutual Funds, Investments, Portfolio Management, Equities, Bloomberg Terminal, Corporate Actions, Advent, Accruals, Leadership, Financial Markets, Microsoft Office, Pivot Tables, Vlookup, Microsoft Excel, Morningstar Direct, Factset, Datastream, Performance Attribution, Fundamental Analysis
Education
Susquehanna University 2006 — 2010
Bachelor of Science, Economics
Sterling Capital Management LLC March 2014 - Present
SEI October 2012 - March 2014
SEI Investments July 2010 - October 2012
Skills
Mutual Funds, Investments, Portfolio Management, Equities, Bloomberg Terminal, Corporate Actions, Advent, Accruals, Leadership, Financial Markets, Microsoft Office, Pivot Tables, Vlookup, Microsoft Excel, Morningstar Direct, Factset, Datastream, Performance Attribution, Fundamental Analysis
Education
Susquehanna University 2006 — 2010
Bachelor of Science, Economics
Greg W. Bradley's Sterling Capital Management LLC Experience 2013 - Present
Job Head of Client Service/Equity Strategist at Sterling Capital Management LLC
Industry Financial Services
Experience
Sterling Capital Management LLC 2013 - Present
Schroders Investment Management 2010 - 2011
Hewlett-Packard 2009 - 2010
Evergreen Investments - Wachovia 2007 - 2008
Bank of America - Columbia Management 1997 - 2007
Skills
FINRA Licenses: Series..., Relationship Management, Mutual Funds, Financial Services, Portfolio Management, Investments, Series 7, Business Relationship..., Wealth Management, Asset Allocation, Salesforce.com, Building Relationships, CRM, Consultative Selling..., Key Account Management, Marketing Strategy, Strategic Planning, Project Management, P&L Responsibility, Business Development, Start-ups, Mergers & Acquisitions
Education
Florida State University
Bachelor of Science (BS), Finance
Sterling Capital Management LLC 2013 - Present
Schroders Investment Management 2010 - 2011
Hewlett-Packard 2009 - 2010
Evergreen Investments - Wachovia 2007 - 2008
Bank of America - Columbia Management 1997 - 2007
Skills
FINRA Licenses: Series..., Relationship Management, Mutual Funds, Financial Services, Portfolio Management, Investments, Series 7, Business Relationship..., Wealth Management, Asset Allocation, Salesforce.com, Building Relationships, CRM, Consultative Selling..., Key Account Management, Marketing Strategy, Strategic Planning, Project Management, P&L Responsibility, Business Development, Start-ups, Mergers & Acquisitions
Education
Florida State University
Bachelor of Science (BS), Finance
Pam Sorento's Sterling Capital Management LLC Experience October 1997 - Present
Job Director at Sterling Capital Management LLC
Industry Financial Services
Experience
Sterling Capital Management LLC October 1997 - Present
AAA Carolinas October 1989 - May 1997
Education
Clemson University 1984 — 1988
BS
Meredith College
MBA
Sterling Capital Management LLC October 1997 - Present
AAA Carolinas October 1989 - May 1997
Education
Clemson University 1984 — 1988
BS
Meredith College
MBA
Brian Mccafferty's Sterling Capital Management LLC Experience August 2015 - Present
Job Director at Sterling Capital Management LLC
Industry Investment Management
Experience
Sterling Capital Management LLC August 2015 - Present
Stratton Management Company April 2012 - July 2015
JS Asset Management LLC September 2006 - October 2010
BlackRock January 2000 - September 2006
Skills
Equities, Equity Trading, Financial Markets, Bloomberg, Trading Systems, Electronic Trading, Equity Research, Investment Management, Trading, Hedge Funds, Fixed Income, Asset Management, Alternative Investments, Derivatives, Mutual Funds, Securities, Options, Investments
Education
Saint Joseph's University 1992 — 1996
BS, Finance
Sterling Capital Management LLC August 2015 - Present
Stratton Management Company April 2012 - July 2015
JS Asset Management LLC September 2006 - October 2010
BlackRock January 2000 - September 2006
Skills
Equities, Equity Trading, Financial Markets, Bloomberg, Trading Systems, Electronic Trading, Equity Research, Investment Management, Trading, Hedge Funds, Fixed Income, Asset Management, Alternative Investments, Derivatives, Mutual Funds, Securities, Options, Investments
Education
Saint Joseph's University 1992 — 1996
BS, Finance
Angelynn Harrison-Satterwhite's Sterling Capital Management LLC Experience October 1994 - January 1995
Job Independent Contractor at Working Solutions
Industry Consumer Services
Experience
Working Solutions June 2015 - Present
Sykes September 2008 - October 2014
Progressive Nursing Staffers 2002 - 2005
Online Resources June 1999 - November 2000
First Union National Bank June 1998 - February 1999
First Union Brokerage August 1997 - June 1998
Microdyne April 1995 - June 1997
Sterling Capital Management LLC October 1994 - January 1995
Smith Barney Brokerage Firm August 1990 - October 1994
Marriott Hotels 1989 - 1990
Skills
Call Centers, Avaya, Technical Support, Troubleshooting, Service Delivery, Workforce Management, Active Directory, Cisco Technologies, Sla, Outsourcing, Vendor Management, ITIL, BPO, VPN, Windows Server, Customer Service
Education
West Charlotte Senior High 1985 — 1989
University of Phoenix
Working Solutions June 2015 - Present
Sykes September 2008 - October 2014
Progressive Nursing Staffers 2002 - 2005
Online Resources June 1999 - November 2000
First Union National Bank June 1998 - February 1999
First Union Brokerage August 1997 - June 1998
Microdyne April 1995 - June 1997
Sterling Capital Management LLC October 1994 - January 1995
Smith Barney Brokerage Firm August 1990 - October 1994
Marriott Hotels 1989 - 1990
Skills
Call Centers, Avaya, Technical Support, Troubleshooting, Service Delivery, Workforce Management, Active Directory, Cisco Technologies, Sla, Outsourcing, Vendor Management, ITIL, BPO, VPN, Windows Server, Customer Service
Education
West Charlotte Senior High 1985 — 1989
University of Phoenix
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY