SunTrust Bank Private Wealth Management
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SunTrust Bank Private Wealth Management Employees
SunTrust Bank Private Wealth Management November 2013 - Present
SunTrust Bank Private Wealth Management December 2007 - November 2013
SunTrust Bank January 2004 - December 2007
SunTrust Bank October 1988 - December 2003
Skills
Wealth Management, Portfolio Management, Asset Allocation, Alternative Investments, Investments, Asset Management, Wealth Management..., Small Business Lending, Loans, Banking, Investment Advisory, Credit, Series 7, Series 63, Retirement Planning, Securities, Private Banking, Mutual Funds, Investment Management, Financial Services, Credit Analysis
Education
ABA National Graduate Trust School 1997 — 1998
ABA National Trust School 1996 — 1996
Cannon Trust School 1992 — 1994
Baylor University 1984 — 1988
BBA, Economics and Finance
Suntrust Bank - Private Wealth Management September 2011 - Present
Wells Fargo - Private Bank June 2009 - August 2011
Wachovia Bank NA January 2008 - May 2009
Wachovia Bank NA January 2006 - December 2007
Wachovia Bank NA February 2000 - December 2005
Wachovia Bank NA June 1988 - January 2000
Skills
Wealth Management, High Net Worth..., Strategic Financial..., Series 7, Investments, Wealth Management..., Estate Planning, Retirement Planning, Banking, Asset Managment, Investment Management, Private Banking
Education
Florida International University 1996 — 1997
Graduate Tax Studies, Taxation
Trinity International University 1990 — 1994
BS, Cum Laude, Business and Human Resources Management
SunTrust Bank, Private Wealth Management May 1990 - Present
CapGroup Advisors, LLC June 2010 - April 2012
Education
The College of William and Mary - The Mason School of Business 1992 — 1995
MBA, Business Administration
University of Virginia 1984 — 1988
B.A., Economics
SunTrust Investment Services, Inc. 2011 - Present
SunTrust Bank Private Wealth Management 2011 - Present
Capital Partners Certified Development Company 2011 - Present
SunTrust Bank 2008 - 2011
Wachovia Bank 2005 - 2008
Smith Barney 2003 - 2004
Education
University of Georgia - Terry College of Business 2013 — 2014
CFP Certification
The University of Georgia 2000 — 2004
BS, Economics
SunTrust Bank Private Wealth Management Medical Specialty Group April 2015 - Present
SunTrust Bank Private Wealth Management Medical Specialty Group July 2007 - December 2014
SunTrust Bank Private Wealth Management August 2006 - July 2007
SunTrust Bank Commercial Banking May 2005 - August 2006
SunTrust Bank Receivables Capital Management July 2003 - May 2005
SunTrust Bank Receivables Capital Management January 2000 - July 2003
SunTrust Bank Receivables Capital Management August 1998 - December 1999
SunTrust Bank Receivables Capital Management October 1995 - August 1998
SunTrust Bank Receivables Capital Management November 1994 - September 1995
Skills
Business Development, Commercial Lending, Credit, Commercial Banking, Credit Analysis, Portfolio Management, Wealth Management, Financial Analysis, Underwriting, Consumer Lending, Private Banking, Wealth Management..., Mortgage Lending, Risk Management
Education
University of Georgia - Terry College of Business 2009 — 2010
Executive Program for Financial Planning Certification
Rollins College 1990 — 1994
BA - Economics
The Lovett School 1986 — 1990
SunTrust Bank, Private Wealth Management January 2008 - Present
SunTrust Bank November 2005 - December 2007
Banyan Equity Management, LLC September 2004 - November 2005
Shonfeld Securities/ Opus Trading January 2001 - September 2004
Skills
Asset Management, Hedge Funds, Portfolio Management, Wealth Management
Education
University of Miami - School of Business 2007 — 2009
MBA
University of South Florida 1995 — 2000
BS, Finance, Economics
Wells Fargo Private Bank August 2010 - Present
University of Miami School of Law January 2012 - December 2013
SunTrust Bank, Private Wealth Management 2001 - August 2010
Wildman Harrold Allen & Dixon April 2001 - August 2001
Skills
Estate Planning, Probate, Trusts, Wealth Transfer Planning, High Net Worth..., Wealth Management, Special Needs Planning, Elder Law, Guardianship, Child Advocacy, Special Education, Wealth, Estate Administration, Estate Tax Planning, Long-term Care, Small Business, Asset Protection, Litigation, Wills, Finance, Employee Benefits, Financial Advisory, Retirement Planning, Tax Law, Strategic Financial..., Retirement, Financial Planning, Public Speaking, Banking
Education
DePaul University College of Law 1992 — 1994
LL.M., Health Law
The John Marshall Law School 1988 — 1991
J.D., Law
University of South Florida 1985 — 1988
BA
SunTrust Private Wealth Management Medical Specialty Group March 2015 - Present
Douglas Freeman High School February 2007 - Present
BB&T Capital Markets October 2008 - March 2015
SunTrust Bank, Private Wealth Management May 2007 - October 2008
SunTrust Bank June 2006 - May 2007
SunTrust Bank July 2005 - June 2006
Specialty Beverage, Inc. May 2004 - August 2004
Camp Virginia 1995 - 2003
Skills
Capital Markets, Series 7, Equity Valuation, Credit Analysis, Equities, Securities, Coaching, Rhetoric, Commercial Banking, Investment Advisory, Institutional Research, Institutional Investors, Team Leadership, Loans, Credit Risk, Relationship Management, Bloomberg, Team Motivation, Equity Capital Markets, Institutional Sales, Team Management, Life Insurance, Insurance
Education
Hampden-Sydney College 2001 — 2005
BS, Mathematical Economics
Collegiate School 1989 — 2001
Regions Private Wealth Management May 2013 - Present
SunTrust Bank - Private Wealth Management July 2011 - April 2013
Wells Fargo- The Private Bank December 2007 - December 2009
SunTrust Investment Services June 2005 - December 2007
SunTrust Bank June 1999 - June 2005
Skills
Multi-generational..., Investment Strategies, Asset Protection, Retirement Planning, Life Insurance, Estate Administration
Education
University of Central Florida - College of Business Administration 2001 — 2003
MBA, Finance
University of Central Florida - College of Business Administration 1996 — 2000
BS, Finance