SunTrust Capital Markets
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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SunTrust Capital Markets Employees
Employee
Years
Job
Industry
Laura Hudson Laura Hudson's SunTrust Capital Markets Experience January 2000 - January 2002
Job CPA
Industry Accounting
Experience
Epstein Schneider PLC April 2015 - Present
Home Tax Prep, LLC 2003 - Present
CEAS PLLC January 2014 - April 2015
Career Evolutions, LLC. January 2014 - January 2014
Career Evolutions, LLC. January 2012 - January 2013
Column5 Consulting September 2010 - June 2011
COA Holdings, Inc June 2008 - June 2010
Resources Global September 2003 - May 2006
Concessions International, Inc June 2002 - August 2003
SunTrust Capital Markets January 2000 - January 2002
Skills
Financial Reporting, Accounting, General Ledger, Sarbanes-Oxley Act, Auditing, Internal Controls, Forecasting, Time Management, CPA, US GAAP, Payroll, Accounts Payable, SEC filings, Accounts Receivable, Sarbanes-Oxley, Financial Accounting, Budgets, Tax Preparation, Cash Management, Consolidation, Leadership, Invoicing, Account Reconciliation, Finance, Financial Audits, Cash Flow Forecasting, Analysis, Coaching, Cost Accounting, Management, Financial Analysis, Software Documentation, Tax, QuickBooks, Banking, Journal Entries, GAAP, Financial Statements
Education
Georgia State University
BBA, Accounting
Epstein Schneider PLC April 2015 - Present
Home Tax Prep, LLC 2003 - Present
CEAS PLLC January 2014 - April 2015
Career Evolutions, LLC. January 2014 - January 2014
Career Evolutions, LLC. January 2012 - January 2013
Column5 Consulting September 2010 - June 2011
COA Holdings, Inc June 2008 - June 2010
Resources Global September 2003 - May 2006
Concessions International, Inc June 2002 - August 2003
SunTrust Capital Markets January 2000 - January 2002
Skills
Financial Reporting, Accounting, General Ledger, Sarbanes-Oxley Act, Auditing, Internal Controls, Forecasting, Time Management, CPA, US GAAP, Payroll, Accounts Payable, SEC filings, Accounts Receivable, Sarbanes-Oxley, Financial Accounting, Budgets, Tax Preparation, Cash Management, Consolidation, Leadership, Invoicing, Account Reconciliation, Finance, Financial Audits, Cash Flow Forecasting, Analysis, Coaching, Cost Accounting, Management, Financial Analysis, Software Documentation, Tax, QuickBooks, Banking, Journal Entries, GAAP, Financial Statements
Education
Georgia State University
BBA, Accounting
Leslee Luedke Martin, CFA, PRM, MBA Leslee Luedke Martin, CFA, PRM, MBA's SunTrust Capital Markets Experience April 2005 - December 2007
Job Market Risk Coordinator Federal Reserve Bank of San Francisco
Industry Capital Markets
Experience
Federal Reserve Bank of San Francisco October 2013 - Present
Federal Reserve Bank of San Francisco January 2011 - October 2013
Federal Reserve Bank of Atlanta August 2009 - December 2010
Federal Home Loan Bank of Atlanta December 2007 - January 2009
SunTrust Capital Markets April 2005 - December 2007
Federal Reserve Bank of Atlanta August 2001 - April 2005
Franklin Templeton Investments January 2000 - August 2001
Security Analysts of San Francisco February 2001 - March 2001
CFA Institute August 1996 - August 2000
Citizens Development Corps August 1998 - January 2000
Skills
Financial Modeling, Asset Liability..., Derivatives, Risk Management, Stress Testing, Securitization, Pricing, Market Risk, Liquidity Analysis, Capital Adequacy, Mortgage Backed..., ALM, Project Management, Capital Markets, Fixed Income, Credit Risk, MBS, Portfolio Management, Valuation, Equities, Banking, Financial Risk, Basel II, Finance, Credit Analysis, Liquidity Risk, Analysis, Investments, Structured Finance, Financial Services, Trading, Securities, Credit, Economics, Quantitative Analytics, Emerging Markets, Treasury Management, Bloomberg, Hedging, Mutual Funds, Options, Loans, Operational Risk, Investment Banking, Financial Markets, Interest Rate Risk..., Financial Institutions, Strategy, Quantitative Finance, Hedge Funds
Education
University of Wisconsin-Milwaukee
BS with Honors, Economics
CIMBA Italy - Consortium Institute of Management and Business Analysis 1993 — 1994
MBA, International Finance
Clemson University 1994 — 1994
MBA, International Finance
James Madison High School
Federal Reserve Bank of San Francisco October 2013 - Present
Federal Reserve Bank of San Francisco January 2011 - October 2013
Federal Reserve Bank of Atlanta August 2009 - December 2010
Federal Home Loan Bank of Atlanta December 2007 - January 2009
SunTrust Capital Markets April 2005 - December 2007
Federal Reserve Bank of Atlanta August 2001 - April 2005
Franklin Templeton Investments January 2000 - August 2001
Security Analysts of San Francisco February 2001 - March 2001
CFA Institute August 1996 - August 2000
Citizens Development Corps August 1998 - January 2000
Skills
Financial Modeling, Asset Liability..., Derivatives, Risk Management, Stress Testing, Securitization, Pricing, Market Risk, Liquidity Analysis, Capital Adequacy, Mortgage Backed..., ALM, Project Management, Capital Markets, Fixed Income, Credit Risk, MBS, Portfolio Management, Valuation, Equities, Banking, Financial Risk, Basel II, Finance, Credit Analysis, Liquidity Risk, Analysis, Investments, Structured Finance, Financial Services, Trading, Securities, Credit, Economics, Quantitative Analytics, Emerging Markets, Treasury Management, Bloomberg, Hedging, Mutual Funds, Options, Loans, Operational Risk, Investment Banking, Financial Markets, Interest Rate Risk..., Financial Institutions, Strategy, Quantitative Finance, Hedge Funds
Education
University of Wisconsin-Milwaukee
BS with Honors, Economics
CIMBA Italy - Consortium Institute of Management and Business Analysis 1993 — 1994
MBA, International Finance
Clemson University 1994 — 1994
MBA, International Finance
James Madison High School
Scott Soltau Scott Soltau's SunTrust Capital Markets Experience 1984 - 1999
Job Head of Fixed Income Strategies | FinTrust Investment Advisors LLC
Industry Capital Markets
Experience
FinTrust Investment Advisors, LLC December 2013 - Present
BridgePointe Capital Partners 2012 - Present
Morgan Keegan November 2006 - March 2012
Regions Bank 2006 - 2012
Regions Bank 2006 - 2012
AmSouth Bank 1999 - 2006
SunTrust Capital Markets 1984 - 1999
Skills
Fixed Income, Investments, Portfolio Management, Financial Analysis
Education
Covenant College 1974 — 1983
Bachelor of Arts, Business Administration
Ottawa Hills High 1972 — 1974
Parkway Central 1970 — 1972
Christian Academy in Japan 1960 — 1970
FinTrust Investment Advisors, LLC December 2013 - Present
BridgePointe Capital Partners 2012 - Present
Morgan Keegan November 2006 - March 2012
Regions Bank 2006 - 2012
Regions Bank 2006 - 2012
AmSouth Bank 1999 - 2006
SunTrust Capital Markets 1984 - 1999
Skills
Fixed Income, Investments, Portfolio Management, Financial Analysis
Education
Covenant College 1974 — 1983
Bachelor of Arts, Business Administration
Ottawa Hills High 1972 — 1974
Parkway Central 1970 — 1972
Christian Academy in Japan 1960 — 1970
Kathy Stoner Kathy Stoner's SunTrust Capital Markets Experience January 1991 - April 2008
Job Licensed Realtor at Premier Realty Partners
Industry Real Estate
Experience
Premier Realty Partners October 2014 - Present
SunTrust Capital Markets January 1991 - April 2008
Skills
Real Estate, Marketing, Sales, Problem Solving, Residential Homes, Investments
Education
University of Florida 1987 — 1990
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Premier Realty Partners October 2014 - Present
SunTrust Capital Markets January 1991 - April 2008
Skills
Real Estate, Marketing, Sales, Problem Solving, Residential Homes, Investments
Education
University of Florida 1987 — 1990
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Jim Decker Jim Decker's SunTrust Capital Markets Experience January 1994 - August 1997
Job Senior Managing Director at Guggenheim Securities, LLC
Industry Investment Banking
Experience
Guggenheim Securities Managing Director & Head of Financial RestructuringMorgan Joseph TriArtisan LLCSeptember 2008 - June 2013
Alvarez & Marsal March 2006 - August 2008
Houlihan Lokey September 1997 - March 2006
SunTrust Capital Markets January 1994 - August 1997
Skills
Financial Restructuring, Mergers & Acquisitions, Financial Advisory, Corporate Finance, Leveraged Finance, Finance, Restructuring, Due Diligence, Mergers, Private Equity, Portfolio Management, Recapitalizations, Strategic Financial..., Asset Managment, Investment Banking, Bankruptcy, Capital Markets, Debt Restructuring, LBO, Team Leadership, Valuation, Financial Structuring, Business Valuation, Structured Finance
Education
University of Pennsylvania - The Wharton School 1987 — 1989
MBA, Finance
Vanderbilt University 1978 — 1982
BS, Economics, Geology
Guggenheim Securities Managing Director & Head of Financial RestructuringMorgan Joseph TriArtisan LLCSeptember 2008 - June 2013
Alvarez & Marsal March 2006 - August 2008
Houlihan Lokey September 1997 - March 2006
SunTrust Capital Markets January 1994 - August 1997
Skills
Financial Restructuring, Mergers & Acquisitions, Financial Advisory, Corporate Finance, Leveraged Finance, Finance, Restructuring, Due Diligence, Mergers, Private Equity, Portfolio Management, Recapitalizations, Strategic Financial..., Asset Managment, Investment Banking, Bankruptcy, Capital Markets, Debt Restructuring, LBO, Team Leadership, Valuation, Financial Structuring, Business Valuation, Structured Finance
Education
University of Pennsylvania - The Wharton School 1987 — 1989
MBA, Finance
Vanderbilt University 1978 — 1982
BS, Economics, Geology
Henry Lee Henry Lee's SunTrust Capital Markets Experience January 2004 - January 2005
Job Model validation manager and Adjunct Professor
Industry Financial Services
Experience
BB&T June 2012 - Present
Wake Forest University March 2015 - Present
Deloitte March 2011 - June 2012
IBM April 2007 - March 2011
SunTrust Bank January 2005 - April 2007
Georgia State University August 1998 - April 2007
SunTrust Capital Markets January 2004 - January 2005
SunTrust Bank July 2003 - January 2004
Emory University 1990 - 1998
Skills
Risk Management, Credit Risk, Operational Risk..., Consulting, Economic Capital, Management Consulting, Banking, Financial Risk, Enterprise Risk..., Portfolio Management, Capital Markets, Financial Modeling, Business Analysis, Business Process..., Financial Analysis, Analytics, Change Management, Business Strategy, Strategic Planning, Program Management, Financial Services, Competitive Analysis, Market Risk, Operational Risk, Business Planning, Strategy
Education
Georgia Institute of Technology 2001 — 2003
Post-grad, Quantitative and Compuational Finance
Emory University 1988 — 1998
Ph.D., Mathematical Demography
Emory University - Goizueta Business School 1995 — 1997
M.B.A.
Clemson University 1983 — 1987
BA
BB&T June 2012 - Present
Wake Forest University March 2015 - Present
Deloitte March 2011 - June 2012
IBM April 2007 - March 2011
SunTrust Bank January 2005 - April 2007
Georgia State University August 1998 - April 2007
SunTrust Capital Markets January 2004 - January 2005
SunTrust Bank July 2003 - January 2004
Emory University 1990 - 1998
Skills
Risk Management, Credit Risk, Operational Risk..., Consulting, Economic Capital, Management Consulting, Banking, Financial Risk, Enterprise Risk..., Portfolio Management, Capital Markets, Financial Modeling, Business Analysis, Business Process..., Financial Analysis, Analytics, Change Management, Business Strategy, Strategic Planning, Program Management, Financial Services, Competitive Analysis, Market Risk, Operational Risk, Business Planning, Strategy
Education
Georgia Institute of Technology 2001 — 2003
Post-grad, Quantitative and Compuational Finance
Emory University 1988 — 1998
Ph.D., Mathematical Demography
Emory University - Goizueta Business School 1995 — 1997
M.B.A.
Clemson University 1983 — 1987
BA
Ross Lipman Ross Lipman's SunTrust Capital Markets Experience December 1992 - April 1998
Job Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch December 2012 - Present
Financial Services January 2011 - Present
Ameris Bank June 2009 - January 2011
UBS Financial Services September 2006 - April 2009
Wm R Hough / RBC Dain Rauscher June 1998 - November 2005
SunTrust Capital Markets December 1992 - April 1998
John Linder Senate Campaign May 1992 - November 1992
Skills
Wealth Management, Portfolio Management, Asset Managment, Investments, Series 7, Series 66, Strategic Financial..., Retirement Planning, Fixed Income Trading, Institutional Sales, Investment Strategies, Mutual Funds, Investment Advisory, Securities, Loans, Equities, New Business Development, Fully Managed Accounts, Real Estate, Wrap Fee Accounts, Fee Based Accounts, Finance, Investment Management, 401k, Fixed Income, Alternative Investments, Financial Services, Financial Advisory, Financial Planners
Education
Oglethorpe University 1982 — 1986
Bachelor's degree, Poli Sci / Econ
Merrill Lynch December 2012 - Present
Financial Services January 2011 - Present
Ameris Bank June 2009 - January 2011
UBS Financial Services September 2006 - April 2009
Wm R Hough / RBC Dain Rauscher June 1998 - November 2005
SunTrust Capital Markets December 1992 - April 1998
John Linder Senate Campaign May 1992 - November 1992
Skills
Wealth Management, Portfolio Management, Asset Managment, Investments, Series 7, Series 66, Strategic Financial..., Retirement Planning, Fixed Income Trading, Institutional Sales, Investment Strategies, Mutual Funds, Investment Advisory, Securities, Loans, Equities, New Business Development, Fully Managed Accounts, Real Estate, Wrap Fee Accounts, Fee Based Accounts, Finance, Investment Management, 401k, Fixed Income, Alternative Investments, Financial Services, Financial Advisory, Financial Planners
Education
Oglethorpe University 1982 — 1986
Bachelor's degree, Poli Sci / Econ
Emily Shields Emily Shields's SunTrust Capital Markets Experience February 2005 - April 2007
Job Director, Securitization Head of Structuring at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey March 2014 - Present
SunTrust Robinson Humphrey April 2010 - March 2014
SunTrust Robinson Humphrey April 2007 - April 2010
SunTrust Capital Markets February 2005 - April 2007
Skills
Capital Markets, Securitization, Financial Structuring, Investment Banking, Financial Modeling, Alternative Investments, Corporate Finance, Portfolio Management, Structured Finance, Structured Products, Credit Analysis, Asset Management
Education
Clemson University 2000 — 2004
Bachelor of Science, Financial Management, Accounting
SunTrust Robinson Humphrey March 2014 - Present
SunTrust Robinson Humphrey April 2010 - March 2014
SunTrust Robinson Humphrey April 2007 - April 2010
SunTrust Capital Markets February 2005 - April 2007
Skills
Capital Markets, Securitization, Financial Structuring, Investment Banking, Financial Modeling, Alternative Investments, Corporate Finance, Portfolio Management, Structured Finance, Structured Products, Credit Analysis, Asset Management
Education
Clemson University 2000 — 2004
Bachelor of Science, Financial Management, Accounting
Casey Brogdon's SunTrust Capital Markets Experience February 1995 - July 1999
Job Managing Director at Trusco Capital Management
Industry Investment Management
Experience
Trusco Capital Management July 1999 - Present
SunTrust Capital Markets February 1995 - July 1999
Education
Georgia State University - J. Mack Robinson College of Business 1987 — 1989
MBA
The University of Georgia 1978 — 1982
Trusco Capital Management July 1999 - Present
SunTrust Capital Markets February 1995 - July 1999
Education
Georgia State University - J. Mack Robinson College of Business 1987 — 1989
MBA
The University of Georgia 1978 — 1982
Eric Henningson's SunTrust Capital Markets Experience May 1996 - October 2002
Job Chartered Financial Analyst (CFA) | Capital Markets Trader | Complex Financial Analysis, Solutions, and Implementation
Industry Financial Services
Experience
Federal Deposit Insurance Corporation (FDIC) August 2010 - Present
Investor's Watchdog January 2008 - February 2010
The Waterstone Group Inc. December 2004 - January 2009
American Property Management October 2002 - December 2004
SunTrust Capital Markets May 1996 - October 2002
Standard Chartered Bank January 1993 - December 1995
Skills
Finance, Team Building, Financial Analysis, Capital Markets, Derivatives, Financial Structuring, Business Development, Banking, Risk Management, Due Diligence, Small Business, Portfolio Management, Asset Management, Financial Modeling, Analysis, Credit, Management, Budgets
Education
Claremont McKenna College
Bachelor of Arts, Economics
CFA Institute
Chartered Financial Analyst (CFA) Charterholder
Association of Certified Fraud Examiners
Certified Fraud Examiner (inactive)
Federal Deposit Insurance Corporation (FDIC) August 2010 - Present
Investor's Watchdog January 2008 - February 2010
The Waterstone Group Inc. December 2004 - January 2009
American Property Management October 2002 - December 2004
SunTrust Capital Markets May 1996 - October 2002
Standard Chartered Bank January 1993 - December 1995
Skills
Finance, Team Building, Financial Analysis, Capital Markets, Derivatives, Financial Structuring, Business Development, Banking, Risk Management, Due Diligence, Small Business, Portfolio Management, Asset Management, Financial Modeling, Analysis, Credit, Management, Budgets
Education
Claremont McKenna College
Bachelor of Arts, Economics
CFA Institute
Chartered Financial Analyst (CFA) Charterholder
Association of Certified Fraud Examiners
Certified Fraud Examiner (inactive)
Senthil Raghavan's SunTrust Capital Markets Experience 2000 - 2005
Job Database services Manager
Industry Computer Software
Experience
ACI Worldwide January 2014 - Present
Official Payments September 2011 - December 2013
Prommis Solutions January 2009 - October 2011
Prosys Information Systems May 2008 - December 2008
Warranty Corp. of America December 2005 - April 2008
BellSouth 2005 - 2005
Suntrust Capital Markets 2000 - 2005
Coats Viyella ( Madura Coats ) 1997 - 2000
Skills
IT Management, Replication, High Availability, SQL, Databases, Infrastructure, Oracle, Database Design, ETL, Data Center, Storage, SAN, Database Administration, Virtualization, VMware, SQL Tuning, Windows Server, Servers, SSIS, MySQL, Vendor Management, Project Planning, Integration, Data Warehousing, Unix, Business Analysis, Microsoft SQL Server, Visio, Disaster Recovery, Enterprise Architecture, Software Project...
Education
Thiagarajar College of Engineering 1994 — 1997
MCA, Masters in Computer Apps
Madura College, India 1990 — 1993
B.S, Physics
Railway Higher Secondary School 1981 — 1993
10th & 12th grade
ACI Worldwide January 2014 - Present
Official Payments September 2011 - December 2013
Prommis Solutions January 2009 - October 2011
Prosys Information Systems May 2008 - December 2008
Warranty Corp. of America December 2005 - April 2008
BellSouth 2005 - 2005
Suntrust Capital Markets 2000 - 2005
Coats Viyella ( Madura Coats ) 1997 - 2000
Skills
IT Management, Replication, High Availability, SQL, Databases, Infrastructure, Oracle, Database Design, ETL, Data Center, Storage, SAN, Database Administration, Virtualization, VMware, SQL Tuning, Windows Server, Servers, SSIS, MySQL, Vendor Management, Project Planning, Integration, Data Warehousing, Unix, Business Analysis, Microsoft SQL Server, Visio, Disaster Recovery, Enterprise Architecture, Software Project...
Education
Thiagarajar College of Engineering 1994 — 1997
MCA, Masters in Computer Apps
Madura College, India 1990 — 1993
B.S, Physics
Railway Higher Secondary School 1981 — 1993
10th & 12th grade
John W. Hall, Jr.'s SunTrust Capital Markets Experience October 1998 - January 2000
Job Experienced Information Technologist | Recording Engineer | Turntable Instrumentalist | Music Producer | Martial Artist
Industry Information Technology and Services
Experience
Apollo Professional Solutions 2009 - Present
Southern Praying Mantis Kung Fu Federation - Atlanta November 1998 - Present
Bozak Recording Group 2001 - Present
Changez International Sound 1988 - Present
SunTrust Banks, Inc. January 2000 - June 2008
SunTrust Capital Markets October 1998 - January 2000
Atlanta Police Department 1997 - 1998
DeKalb Technical College 1995 - 1997
Skills
Servers, VoIP, Operating Systems, Networking, Network Administration, Virtualization, HP, XP, Technical Support, System Administration, Hardware, Troubleshooting, Software Installation, Computer Hardware, Data Center, VMware, Avaya, Telecommunications, Storage, Cisco Technologies, Windows Server, Active Directory, Windows XP, Windows 7, Integration, System Deployment, Network Security, Security
Education
DeKalb Technical College 1995 — 1998
Electronics Engineering Technology
Dekalb Community College 1989 — 1991
math, physics
University of North Georgia 1988 — 1989
physics, military science
Apollo Professional Solutions 2009 - Present
Southern Praying Mantis Kung Fu Federation - Atlanta November 1998 - Present
Bozak Recording Group 2001 - Present
Changez International Sound 1988 - Present
SunTrust Banks, Inc. January 2000 - June 2008
SunTrust Capital Markets October 1998 - January 2000
Atlanta Police Department 1997 - 1998
DeKalb Technical College 1995 - 1997
Skills
Servers, VoIP, Operating Systems, Networking, Network Administration, Virtualization, HP, XP, Technical Support, System Administration, Hardware, Troubleshooting, Software Installation, Computer Hardware, Data Center, VMware, Avaya, Telecommunications, Storage, Cisco Technologies, Windows Server, Active Directory, Windows XP, Windows 7, Integration, System Deployment, Network Security, Security
Education
DeKalb Technical College 1995 — 1998
Electronics Engineering Technology
Dekalb Community College 1989 — 1991
math, physics
University of North Georgia 1988 — 1989
physics, military science
Elaine Spence's SunTrust Capital Markets Experience November 1994 - July 1999
Job Business Systems Analyst Procurement at SunTrust Bank
Industry Financial Services
Experience
SunTrust Bank July 2011 - Present
SunTrust Robinson Humphrey November 2004 - 2011
SunTrust Robinson Humphrey July 1999 - November 2004
SunTrust Capital Markets November 1994 - July 1999
Suntrust Equitable Securities 1994 - 1999
EIS November 1992 - October 1994
Education
Clayton State University 1995 — 1998
Business Administration - Marketing/Communications
Georgia Perimeter College 1993 — 1995
Associate, Computer Programming
Georgia Perimeter College 1991 — 1993
Technical Applied Science, Computer Programming
SunTrust Bank July 2011 - Present
SunTrust Robinson Humphrey November 2004 - 2011
SunTrust Robinson Humphrey July 1999 - November 2004
SunTrust Capital Markets November 1994 - July 1999
Suntrust Equitable Securities 1994 - 1999
EIS November 1992 - October 1994
Education
Clayton State University 1995 — 1998
Business Administration - Marketing/Communications
Georgia Perimeter College 1993 — 1995
Associate, Computer Programming
Georgia Perimeter College 1991 — 1993
Technical Applied Science, Computer Programming
Mark Kallis, CFA's SunTrust Capital Markets Experience 1996 - 1997
Job Senior Consultant at FiduciaryVest, LLC
Industry Investment Management
Experience
FiduciaryVest, LLC August 2015 - Present
Seix Investment Advisors LLC January 2008 - August 2014
SunTrust Robinson Humphrey 1997 - 2008
SunTrust Capital Markets 1996 - 1997
Skills
Fixed Income, Mutual Funds, Asset Allocation, Series 7, Hedge Funds, Trading, Bloomberg, Series 63, Bonds, Wealth Management, Institutional..., Investment Advisory, Derivatives, Securities
Education
Emory University - Goizueta Business School
Master of Business Administration (MBA)
Kenyon College 1990 — 1994
B.A., Econonomics / German
Andover 1986 — 1990
FiduciaryVest, LLC August 2015 - Present
Seix Investment Advisors LLC January 2008 - August 2014
SunTrust Robinson Humphrey 1997 - 2008
SunTrust Capital Markets 1996 - 1997
Skills
Fixed Income, Mutual Funds, Asset Allocation, Series 7, Hedge Funds, Trading, Bloomberg, Series 63, Bonds, Wealth Management, Institutional..., Investment Advisory, Derivatives, Securities
Education
Emory University - Goizueta Business School
Master of Business Administration (MBA)
Kenyon College 1990 — 1994
B.A., Econonomics / German
Andover 1986 — 1990
Casey Brogdon's SunTrust Capital Markets Experience February 1995 - July 1999
Job Commercial Lending Division Manager
Industry Banking
Experience
United Community Bank January 2008 - Present
Trusco Capital Management July 1999 - December 2007
SunTrust Capital Markets February 1995 - July 1999
SunTrust Bank January 1985 - February 1995
First National Bank of Gwinnett County December 1982 - December 1984
Skills
Asset Managment, Capital Markets, Portfolio Management, Investments, Banking, Loans, Credit Analysis, Commercial Lending, Series 7, Endowments, Financial Analysis, Risk Management, Commercial Banking, Series 63, Asset Allocation, Credit
Education
Georgia State University - J. Mack Robinson College of Business 1987 — 1989
MBA
The University of Georgia 1978 — 1982
BA, Economics
Augusta Prep 1972 — 1977
United Community Bank January 2008 - Present
Trusco Capital Management July 1999 - December 2007
SunTrust Capital Markets February 1995 - July 1999
SunTrust Bank January 1985 - February 1995
First National Bank of Gwinnett County December 1982 - December 1984
Skills
Asset Managment, Capital Markets, Portfolio Management, Investments, Banking, Loans, Credit Analysis, Commercial Lending, Series 7, Endowments, Financial Analysis, Risk Management, Commercial Banking, Series 63, Asset Allocation, Credit
Education
Georgia State University - J. Mack Robinson College of Business 1987 — 1989
MBA
The University of Georgia 1978 — 1982
BA, Economics
Augusta Prep 1972 — 1977
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY