SunTrust Equitable Securities
Industry: Company
DescriptionHeadquarters: Atlanta, GA CEO: John N. Gregg Founded: 1995 Subsidiaries: SunTrust Robinson Humphrey, Inc., Research Division, Parent organization: SunTrust Banks
SunTrust Equitable Securities List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at SunTrust Equitable Securities. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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SunTrust Equitable Securities Employees
Employee
Years
Job
Industry
Nena Howden Nena Howden's SunTrust Equitable Securities Experience July 1995 - September 2000
Job Registered Sales Associate at Raymond James & Associates
Industry Financial Services
Experience
Raymond James & Associates November 2013 - Present
UBS Financial Services April 2010 - November 2013
UBS Financial Services June 2006 - September 2009
Stephens Inc January 2004 - April 2006
Stephens Inc September 2000 - January 2004
SunTrust Equitable Securities July 1995 - September 2000
Independent Insurance and Investment Agent November 1994 - July 1995
Skills
Trading, Equity Research, Series 63, Securities, Finance, Trading Systems, Training, Series 7, Microsoft Office, Financial Services, Portfolio Management, Retirement Planning, Back Office, Settlement, Customer Service, PeopleSoft, Microsoft Excel, Wealth Management, Microsoft Word, Stocks, PowerPoint, Strategic Financial..., Equities, Options, FINRA, Mutual Funds, Asset Allocation, Investments, Banking, Relationship Management, Wealth Management..., Investment Advisory, Fixed Income, Asset Management, Retirement, Capital Markets, Corporate Finance, Investment Banking, 401k, Process Improvement, Institutional, Equity Trading, Insurance, Uniform Combined State..., Financial Advisory, Investment Strategies, Investment Management, IRAs, Bloomberg Terminal
Education
Cumberland University 1984 — 1988
Bachelor of Science (B.S.), Business Administration Major
St. Bernard Academy 1980 — 1984
Bachelor of Science (BS), Business Administration and Management, General
Raymond James & Associates November 2013 - Present
UBS Financial Services April 2010 - November 2013
UBS Financial Services June 2006 - September 2009
Stephens Inc January 2004 - April 2006
Stephens Inc September 2000 - January 2004
SunTrust Equitable Securities July 1995 - September 2000
Independent Insurance and Investment Agent November 1994 - July 1995
Skills
Trading, Equity Research, Series 63, Securities, Finance, Trading Systems, Training, Series 7, Microsoft Office, Financial Services, Portfolio Management, Retirement Planning, Back Office, Settlement, Customer Service, PeopleSoft, Microsoft Excel, Wealth Management, Microsoft Word, Stocks, PowerPoint, Strategic Financial..., Equities, Options, FINRA, Mutual Funds, Asset Allocation, Investments, Banking, Relationship Management, Wealth Management..., Investment Advisory, Fixed Income, Asset Management, Retirement, Capital Markets, Corporate Finance, Investment Banking, 401k, Process Improvement, Institutional, Equity Trading, Insurance, Uniform Combined State..., Financial Advisory, Investment Strategies, Investment Management, IRAs, Bloomberg Terminal
Education
Cumberland University 1984 — 1988
Bachelor of Science (B.S.), Business Administration Major
St. Bernard Academy 1980 — 1984
Bachelor of Science (BS), Business Administration and Management, General
David A. Jones David A. Jones's SunTrust Equitable Securities Experience May 1999 - May 2001
Job Chief Financial Officer / Strategic Advsior / Investment Banker
Industry Management Consulting
Experience
C-Level Advisory January 2007 - Present
Adroit Software LLC August 2010 - December 2012
Morgan Joseph & Co. Inc. August 2001 - December 2006
SunTrust Equitable Securities May 1999 - May 2001
J.C. Bradford & Co. July 1986 - May 1999
Skills
Investment Banking, Private Equity, Due Diligence, Mergers, Venture Capital, Finance, Business Valuation, Corporate Finance, Management, Financial Modeling, Acquisitions, Securities, Financial Analysis, Investor Relations, Equities, Mergers & Acquisitions, Risk Management, Asset Management, Capital Markets, Entrepreneurship, Valuation, New Business Development, Divestitures, Corporate Development, Investments, Strategic Planning, Strategy, Business Strategy, Leadership, Business Development, Forecasting, Budgeting, Variance Analysis, Financial Reporting, Sarbanes-Oxley Act, Budgets, IPO, Contract Negotiation, Managerial Finance, Executive Management, Business Planning
Education
Vanderbilt University - Owen Graduate School of Management 1984 — 1986
Master of Business Administration (MBA), Finance
University of North Carolina at Chapel Hill 1976 — 1980
Bachelor of Science (BS), Business Administration
C-Level Advisory January 2007 - Present
Adroit Software LLC August 2010 - December 2012
Morgan Joseph & Co. Inc. August 2001 - December 2006
SunTrust Equitable Securities May 1999 - May 2001
J.C. Bradford & Co. July 1986 - May 1999
Skills
Investment Banking, Private Equity, Due Diligence, Mergers, Venture Capital, Finance, Business Valuation, Corporate Finance, Management, Financial Modeling, Acquisitions, Securities, Financial Analysis, Investor Relations, Equities, Mergers & Acquisitions, Risk Management, Asset Management, Capital Markets, Entrepreneurship, Valuation, New Business Development, Divestitures, Corporate Development, Investments, Strategic Planning, Strategy, Business Strategy, Leadership, Business Development, Forecasting, Budgeting, Variance Analysis, Financial Reporting, Sarbanes-Oxley Act, Budgets, IPO, Contract Negotiation, Managerial Finance, Executive Management, Business Planning
Education
Vanderbilt University - Owen Graduate School of Management 1984 — 1986
Master of Business Administration (MBA), Finance
University of North Carolina at Chapel Hill 1976 — 1980
Bachelor of Science (BS), Business Administration
Gina Patete's SunTrust Equitable Securities Experience 2000 - 2001
Job John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services November 2011 - Present
John Hancock Retirement Plan Services December 2009 - November 2011
Lazard Technology Partners September 2001 - September 2004
SunTrust Equitable Securities 2000 - 2001
Skills
Event Management, Event Planning, Management, Project Management, Strategic Planning, Time Management, Sales, Marketing Strategy, Sales Process, CRM, Strategy, Corporate Events, Creative Problem Solving, Performance Improvement, Retirement, Financial Services, Mutual Funds, Investments, Retirement Planning, Leadership, Corporate Culture
Education
Bridgewater State College 1991 — 1995
BA, English, High School Education Minor, Cum Laude
John Hancock Retirement Plan Services November 2011 - Present
John Hancock Retirement Plan Services December 2009 - November 2011
Lazard Technology Partners September 2001 - September 2004
SunTrust Equitable Securities 2000 - 2001
Skills
Event Management, Event Planning, Management, Project Management, Strategic Planning, Time Management, Sales, Marketing Strategy, Sales Process, CRM, Strategy, Corporate Events, Creative Problem Solving, Performance Improvement, Retirement, Financial Services, Mutual Funds, Investments, Retirement Planning, Leadership, Corporate Culture
Education
Bridgewater State College 1991 — 1995
BA, English, High School Education Minor, Cum Laude
Teresa Wilberscheid Teresa Wilberscheid's SunTrust Equitable Securities Experience September 1997 - June 2001
Job Regional Support Associate at EHD Technologies
Industry Staffing and Recruiting
Experience
EHD Technologies July 2015 - Present
Staff Management SMX October 2014 - July 2015
City of La Vergne July 2009 - February 2013
City of La Vergne April 2004 - July 2009
SunTrust Equitable Securities September 1997 - June 2001
Skills
Bookkeeping, Office Management, Office Administration, Operating Budgets, Internal Communications, Community Outreach, Program Management, Project Coordination, Organization &..., Employee Training, Oral & Written..., Grant Administration, Recruiting, Cataloging, Presentations, Editing, Library Science, Events Coordination, Library, Archives, Collection Development, Program Development, Special Collections, Grant Writing, Nonprofits, Libraries, Social Media, Proofreading, Microsoft Excel, Operations Management, Process Improvement, Customer Service
Education
Belmont University 1999 — 2003
Bachelor's Degree, Liberal Arts and Sciences, General Studies and Humanities
EHD Technologies July 2015 - Present
Staff Management SMX October 2014 - July 2015
City of La Vergne July 2009 - February 2013
City of La Vergne April 2004 - July 2009
SunTrust Equitable Securities September 1997 - June 2001
Skills
Bookkeeping, Office Management, Office Administration, Operating Budgets, Internal Communications, Community Outreach, Program Management, Project Coordination, Organization &..., Employee Training, Oral & Written..., Grant Administration, Recruiting, Cataloging, Presentations, Editing, Library Science, Events Coordination, Library, Archives, Collection Development, Program Development, Special Collections, Grant Writing, Nonprofits, Libraries, Social Media, Proofreading, Microsoft Excel, Operations Management, Process Improvement, Customer Service
Education
Belmont University 1999 — 2003
Bachelor's Degree, Liberal Arts and Sciences, General Studies and Humanities
Jonathan Ruykhaver Jonathan Ruykhaver's SunTrust Equitable Securities Experience 1997 - 2000
Job Managing Director Technology Research Analyst at Stephens Inc.
Industry Financial Services
Experience
Stephens Inc. March 2012 - Present
Morgan Keegan November 2010 - March 2012
ThinkEquity June 2007 - October 2010
Raymond James & Associates, Inc May 2000 - June 2007
SunTrust Equitable Securities 1997 - 2000
Education
Tufts University
BA, Economics
University of Michigan
Finance, Applied Econometrics
Stephens Inc. March 2012 - Present
Morgan Keegan November 2010 - March 2012
ThinkEquity June 2007 - October 2010
Raymond James & Associates, Inc May 2000 - June 2007
SunTrust Equitable Securities 1997 - 2000
Education
Tufts University
BA, Economics
University of Michigan
Finance, Applied Econometrics
Jeff Nahley Jeff Nahley's SunTrust Equitable Securities Experience September 1993 - March 2000
Job Managing Director at Signal Hill Capital
Industry Investment Banking
Experience
Association for Corporate Growth - Tennessee April 2014 - Present
Signal Hill Capital March 2009 - Present
Avondale Partners August 2001 - February 2009
ING Barings April 2000 - July 2001
SunTrust Equitable Securities September 1993 - March 2000
Bankers Trust August 1986 - July 1993
Skills
Investment Banking, Mergers & Acquisitions, Valuation, Corporate Finance, M&A experience, Capital Markets, Private Equity, Management, Venture Capital, Business Strategy, Equities, Hedge Funds, Financial Modeling, Equity Research, Asset Management, Fixed Income, Start-ups, IPO, Alternative Investments, Business Valuation, Bloomberg, Financial Analysis, Series 7, Corporate Development, Mergers, Entrepreneurship, Due Diligence, Investments, Portfolio Management
Education
Columbia University - Columbia Business School 1989 — 1991
MBA, Finance
Middlebury College 1982 — 1986
Bachelors, Economics
Association for Corporate Growth - Tennessee April 2014 - Present
Signal Hill Capital March 2009 - Present
Avondale Partners August 2001 - February 2009
ING Barings April 2000 - July 2001
SunTrust Equitable Securities September 1993 - March 2000
Bankers Trust August 1986 - July 1993
Skills
Investment Banking, Mergers & Acquisitions, Valuation, Corporate Finance, M&A experience, Capital Markets, Private Equity, Management, Venture Capital, Business Strategy, Equities, Hedge Funds, Financial Modeling, Equity Research, Asset Management, Fixed Income, Start-ups, IPO, Alternative Investments, Business Valuation, Bloomberg, Financial Analysis, Series 7, Corporate Development, Mergers, Entrepreneurship, Due Diligence, Investments, Portfolio Management
Education
Columbia University - Columbia Business School 1989 — 1991
MBA, Finance
Middlebury College 1982 — 1986
Bachelors, Economics
Art Haws Art Haws's SunTrust Equitable Securities Experience 1994 - 1999
Job Chief Executive Officer of HawsGoodwin Financial
Industry Financial Services
Experience
HawsGoodwin Financial August 2008 - Present
Merrill Lynch Global Private Client 2003 - 2008
Independence Trust Company 1999 - 2003
SunTrust Equitable Securities 1994 - 1999
Skills
Investment Advisory, Investments, Marketing, Finance, Strategic Planning, Wealth Management, Asset Allocation, Investment Strategies, Retirement Planning, Investment Management, Estate Planning, Management
Education
Vanderbilt University - Owen Graduate School of Management 1992 — 1994
MBA, Finance
Murray State University 1985 — 1988
B.S., Business Administration
HawsGoodwin Financial August 2008 - Present
Merrill Lynch Global Private Client 2003 - 2008
Independence Trust Company 1999 - 2003
SunTrust Equitable Securities 1994 - 1999
Skills
Investment Advisory, Investments, Marketing, Finance, Strategic Planning, Wealth Management, Asset Allocation, Investment Strategies, Retirement Planning, Investment Management, Estate Planning, Management
Education
Vanderbilt University - Owen Graduate School of Management 1992 — 1994
MBA, Finance
Murray State University 1985 — 1988
B.S., Business Administration
Richard Close Richard Close's SunTrust Equitable Securities Experience January 1998 - July 2001
Job Managing Director, Canaccord Genuity Group, Inc.
Industry Investment Banking
Experience
Canaccord Genuity Group Inc. May 2015 - Present
TN HIMSS 2009 - Present
Avondale Partners, LLC May 2011 - April 2015
Jefferies & Company October 2003 - December 2010
SunTrust Robinson Humphrey August 2001 - September 2003
SunTrust Equitable Securities January 1998 - July 2001
Equitable Securities February 1996 - December 1997
Montgomery Asset Management March 1994 - January 1996
Skills
Financial Modeling, Equity Research, Equities, Private Equity, IPO, LBO, Venture Capital, Investments, Valuation, Finance, Equity Valuation, Hedge Funds, Investment Banking, Mergers & Acquisitions, Capital Markets, Corporate Finance, M&A experience, Corporate Development, Business Valuation, Alternative Investments, Mergers, Healthcare Information..., Healthcare Analytics, Healthcare Improvement, Healthcare Reimbursement, Analysis
Education
Rochester Institute of Technology 1987 — 1991
Bachelor's of Science, Economics
Canaccord Genuity Group Inc. May 2015 - Present
TN HIMSS 2009 - Present
Avondale Partners, LLC May 2011 - April 2015
Jefferies & Company October 2003 - December 2010
SunTrust Robinson Humphrey August 2001 - September 2003
SunTrust Equitable Securities January 1998 - July 2001
Equitable Securities February 1996 - December 1997
Montgomery Asset Management March 1994 - January 1996
Skills
Financial Modeling, Equity Research, Equities, Private Equity, IPO, LBO, Venture Capital, Investments, Valuation, Finance, Equity Valuation, Hedge Funds, Investment Banking, Mergers & Acquisitions, Capital Markets, Corporate Finance, M&A experience, Corporate Development, Business Valuation, Alternative Investments, Mergers, Healthcare Information..., Healthcare Analytics, Healthcare Improvement, Healthcare Reimbursement, Analysis
Education
Rochester Institute of Technology 1987 — 1991
Bachelor's of Science, Economics
Nicholas Rhodes Nicholas Rhodes's SunTrust Equitable Securities Experience March 1999 - August 2001
Job Principal at SRS Investments
Industry Real Estate
Experience
SRS Investments January 2005 - Present
DBSI December 2003 - January 2005
SunTrust Equitable Securities March 1999 - August 2001
Education
Emory University - Goizueta Business School 2001 — 2003
MBA
William & Mary 1993 — 1996
BBA, Finance
SRS Investments January 2005 - Present
DBSI December 2003 - January 2005
SunTrust Equitable Securities March 1999 - August 2001
Education
Emory University - Goizueta Business School 2001 — 2003
MBA
William & Mary 1993 — 1996
BBA, Finance
Colleen Rye, PhD Colleen Rye, PhD's SunTrust Equitable Securities Experience July 1999 - April 2001
Job Chief, Telehealth Service Line (US Army)
Industry Government Administration
Experience
US Army December 2009 - Present
The Wharton School July 2002 - May 2009
Raymond James April 2001 - June 2002
SunTrust Equitable Securities July 1999 - April 2001
Sewanee 1995 - 1999
The Carter Center 1993 - 1999
Skills
Policy Analysis, Government, Policy, Analysis, Military, Strategy, Public Policy, Army, DoD, Telepresence, Leadership, Healthcare, Cross-functional Team..., Healthcare Management, National Security, Public Health, Investment Banking, Public Speaking
Education
University of Pennsylvania - The Wharton School 2002 — 2009
PhD and MS in Managerial Science and Applied Economics, Health Care Management
Sewanee-The University of the South 1995 — 1999
BA, Economics
US Army December 2009 - Present
The Wharton School July 2002 - May 2009
Raymond James April 2001 - June 2002
SunTrust Equitable Securities July 1999 - April 2001
Sewanee 1995 - 1999
The Carter Center 1993 - 1999
Skills
Policy Analysis, Government, Policy, Analysis, Military, Strategy, Public Policy, Army, DoD, Telepresence, Leadership, Healthcare, Cross-functional Team..., Healthcare Management, National Security, Public Health, Investment Banking, Public Speaking
Education
University of Pennsylvania - The Wharton School 2002 — 2009
PhD and MS in Managerial Science and Applied Economics, Health Care Management
Sewanee-The University of the South 1995 — 1999
BA, Economics
Sean O'Brien Sean O'Brien's SunTrust Equitable Securities Experience January 1992 - December 1999
Job EVP, Strategy & Communications
Industry Computer Software
Experience
PGi March 2003 - Present
Junior Achievement of Georgia, Inc. January 2009 - Present
Next Wave Society - Georgia Aquarium May 2009 - June 2012
Atlanta Ballet 2007 - 2008
Boru Capital Management January 2001 - March 2003
Ballet Arizona 2001 - 2003
Lindzon Capital Management January 2000 - December 2000
SunTrust Equitable Securities January 1992 - December 1999
Safe Haven Family Shelter 1996 - 1999
Nashville Ballet 1992 - 1999
Skills
Strategic Planning, Webinars, Strategy, Fundraising, Entrepreneurship, Competitive Analysis, Public Relations, Social Media, Event Management, Start-ups, New Business Development, Business Development, Marketing Communications, Event Planning, Financial Modeling, Leadership, Program Management, Customer Service, Marketing, Project Management, Non-profits, Public Speaking, Business Strategy, Marketing Strategy, Team Leadership, Social Media Marketing, Management, Strategic Communications, Integrated Marketing, Strategic Partnerships, B2B, CRM, Salesforce.com, Nonprofits, Sales, SaaS, Lead Generation, Direct Sales, Account Management, Product Management, Cross-functional Team..., Social Networking, Digital Marketing, Email Marketing, Training, Product Marketing, Online Marketing, SEO, Market Research, Sales Process
Education
New York University 1986 — 1990
BS, Politics, Economics
High School for the Performing and Visual Arts 1985 — 1986
Diploma, Instrumental Music
James E. Taylor High School 1982 — 1985
PGi March 2003 - Present
Junior Achievement of Georgia, Inc. January 2009 - Present
Next Wave Society - Georgia Aquarium May 2009 - June 2012
Atlanta Ballet 2007 - 2008
Boru Capital Management January 2001 - March 2003
Ballet Arizona 2001 - 2003
Lindzon Capital Management January 2000 - December 2000
SunTrust Equitable Securities January 1992 - December 1999
Safe Haven Family Shelter 1996 - 1999
Nashville Ballet 1992 - 1999
Skills
Strategic Planning, Webinars, Strategy, Fundraising, Entrepreneurship, Competitive Analysis, Public Relations, Social Media, Event Management, Start-ups, New Business Development, Business Development, Marketing Communications, Event Planning, Financial Modeling, Leadership, Program Management, Customer Service, Marketing, Project Management, Non-profits, Public Speaking, Business Strategy, Marketing Strategy, Team Leadership, Social Media Marketing, Management, Strategic Communications, Integrated Marketing, Strategic Partnerships, B2B, CRM, Salesforce.com, Nonprofits, Sales, SaaS, Lead Generation, Direct Sales, Account Management, Product Management, Cross-functional Team..., Social Networking, Digital Marketing, Email Marketing, Training, Product Marketing, Online Marketing, SEO, Market Research, Sales Process
Education
New York University 1986 — 1990
BS, Politics, Economics
High School for the Performing and Visual Arts 1985 — 1986
Diploma, Instrumental Music
James E. Taylor High School 1982 — 1985
Eric Bergesen Eric Bergesen's SunTrust Equitable Securities Experience May 2000 - May 2001
Job
Industry Financial Services
Experience
Medalogix August 2014 - Present
Martlet Advisors, LLC November 2007 - July 2014
cicayda llc January 2013 - May 2014
Rodefer Moss & Co, PLLC February 2008 - April 2013
2nd Generation Capital August 2003 - November 2007
Avondale Partners May 2001 - April 2003
SunTrust Equitable Securities May 2000 - May 2001
IEM June 1997 - July 1998
Catholic High School August 1995 - June 1997
henry james review 1993 - 1995
Skills
Mergers, Private Equity, Valuation, Financial Modeling, Corporate Finance, Due Diligence, Investment Banking, Venture Capital, Business Valuation, Capital Markets, Equities, Financial Analysis, M&A experience, Investments, LBO, Finance, Business Strategy, Strategy, Corporate Development, Alternative Investments, Start-ups, Mergers & Acquisitions
Education
Vanderbilt University - Owen Graduate School of Management 1998 — 2000
MBA, Finance
Louisiana State University 1992 — 1995
MA, English
Cornell University 1985 — 1990
BA, English, Economics
Medalogix August 2014 - Present
Martlet Advisors, LLC November 2007 - July 2014
cicayda llc January 2013 - May 2014
Rodefer Moss & Co, PLLC February 2008 - April 2013
2nd Generation Capital August 2003 - November 2007
Avondale Partners May 2001 - April 2003
SunTrust Equitable Securities May 2000 - May 2001
IEM June 1997 - July 1998
Catholic High School August 1995 - June 1997
henry james review 1993 - 1995
Skills
Mergers, Private Equity, Valuation, Financial Modeling, Corporate Finance, Due Diligence, Investment Banking, Venture Capital, Business Valuation, Capital Markets, Equities, Financial Analysis, M&A experience, Investments, LBO, Finance, Business Strategy, Strategy, Corporate Development, Alternative Investments, Start-ups, Mergers & Acquisitions
Education
Vanderbilt University - Owen Graduate School of Management 1998 — 2000
MBA, Finance
Louisiana State University 1992 — 1995
MA, English
Cornell University 1985 — 1990
BA, English, Economics
Zuri Stanback's SunTrust Equitable Securities Experience March 1998 - August 1998
Job Digital Innovator | Design Thinker | Marketing Executive
Industry Internet
Experience
Cox Media Group April 2015 - Present
urban/shout June 2001 - Present
Cox Media Group September 2013 - March 2015
Siteworx November 2012 - July 2013
Cox Enterprises September 2008 - November 2012
IBM September 2006 - September 2008
IBM September 2000 - August 2006
IBM September 1999 - August 2000
IBM September 1998 - August 1999
SunTrust Equitable Securities March 1998 - August 1998
Skills
Creative Briefs, Team Leadership, Budget, Project Management, Cross-functional Team..., Social Computing, User Experience, Graphic Design, Web Design, Product Innovation, Creative Writing, Budgets, Brand Management, Software Design, Visionary, Business Development, Content Management, Program Management, Leadership, Enterprise Software, CRM, Integration, Training, Management, Networking, Social Networking, Digital Marketing, Digital Strategy, IT Strategy
Education
University of Miami 1989 — 1994
BS
Mays High School 1985 — 1989
Cox Media Group April 2015 - Present
urban/shout June 2001 - Present
Cox Media Group September 2013 - March 2015
Siteworx November 2012 - July 2013
Cox Enterprises September 2008 - November 2012
IBM September 2006 - September 2008
IBM September 2000 - August 2006
IBM September 1999 - August 2000
IBM September 1998 - August 1999
SunTrust Equitable Securities March 1998 - August 1998
Skills
Creative Briefs, Team Leadership, Budget, Project Management, Cross-functional Team..., Social Computing, User Experience, Graphic Design, Web Design, Product Innovation, Creative Writing, Budgets, Brand Management, Software Design, Visionary, Business Development, Content Management, Program Management, Leadership, Enterprise Software, CRM, Integration, Training, Management, Networking, Social Networking, Digital Marketing, Digital Strategy, IT Strategy
Education
University of Miami 1989 — 1994
BS
Mays High School 1985 — 1989
Rob Humphreys Rob Humphreys's SunTrust Equitable Securities Experience January 1999 - December 2000
Job VP Finance & Operations at Zealot Networks
Industry Marketing and Advertising
Experience
Zealot Networks January 2015 - Present
Rail Yard Studios January 2011 - Present
Railroad Services, LLC January 2011 - Present
Switchpoint October 2010 - Present
RecruitTalk June 2012 - January 2015
JumpStart Foundry March 2011 - February 2014
United Fiberglass October 2006 - November 2010
Covenant Consulting, LLC January 2003 - October 2006
A.T. Kearney January 2001 - June 2003
SunTrust Equitable Securities January 1999 - December 2000
Skills
Start-ups, Entrepreneurship, Strategic Planning, Venture Capital, Mergers, Mentoring, Leadership, Strategy, Mergers & Acquisitions, Management Consulting, Executive Management, Business Strategy, Coaching, Product Development, Negotiation, Product Management, E-commerce, Strategic Partnerships, Due Diligence, Finance, Marketing Strategy, Business Development, Private Equity, New Business Development, Business Planning, Strategic Consulting, Financial Modeling, Contract Negotiation, Financial Analysis, Small Business, Analytics, Competitive Analysis, Investments, Start-up Consulting, Acquisition Integration, Online Marketing
Education
Birmingham-Southern College 1991 — 1995
Business, Finance
Zealot Networks January 2015 - Present
Rail Yard Studios January 2011 - Present
Railroad Services, LLC January 2011 - Present
Switchpoint October 2010 - Present
RecruitTalk June 2012 - January 2015
JumpStart Foundry March 2011 - February 2014
United Fiberglass October 2006 - November 2010
Covenant Consulting, LLC January 2003 - October 2006
A.T. Kearney January 2001 - June 2003
SunTrust Equitable Securities January 1999 - December 2000
Skills
Start-ups, Entrepreneurship, Strategic Planning, Venture Capital, Mergers, Mentoring, Leadership, Strategy, Mergers & Acquisitions, Management Consulting, Executive Management, Business Strategy, Coaching, Product Development, Negotiation, Product Management, E-commerce, Strategic Partnerships, Due Diligence, Finance, Marketing Strategy, Business Development, Private Equity, New Business Development, Business Planning, Strategic Consulting, Financial Modeling, Contract Negotiation, Financial Analysis, Small Business, Analytics, Competitive Analysis, Investments, Start-up Consulting, Acquisition Integration, Online Marketing
Education
Birmingham-Southern College 1991 — 1995
Business, Finance
Beth McDaniels, CMP's SunTrust Equitable Securities Experience February 1996 - October 1998
Job Corporate & Convention Sales Manager at Grand Ole Opry Entertainment Group
Industry Leisure, Travel & Tourism
Experience
Grand Ole Opry Entertainment Group March 2015 - Present
Tennessee Medical Association February 2013 - March 2015
Tennessee Medical Association December 2005 - January 2013
Tennessee Medical Association July 1999 - December 2005
Suntrust Equitable Securities February 1996 - October 1998
Skills
Marketing, Event Planning, Event Management, Contract Negotiation, Public Relations, Nonprofits, Meeting Planning, Team Building, Social Media, Trade Shows, Fundraising, Sales, Corporate Events, Public Speaking, Hospitality
Education
University of Kentucky 1991 — 1995
BA, Journalism and Advertising
Grand Ole Opry Entertainment Group March 2015 - Present
Tennessee Medical Association February 2013 - March 2015
Tennessee Medical Association December 2005 - January 2013
Tennessee Medical Association July 1999 - December 2005
Suntrust Equitable Securities February 1996 - October 1998
Skills
Marketing, Event Planning, Event Management, Contract Negotiation, Public Relations, Nonprofits, Meeting Planning, Team Building, Social Media, Trade Shows, Fundraising, Sales, Corporate Events, Public Speaking, Hospitality
Education
University of Kentucky 1991 — 1995
BA, Journalism and Advertising
Jeff Akers Jeff Akers's SunTrust Equitable Securities Experience 1997 - 1999
Job Partner at Adams Street Partners
Industry Venture Capital & Private Equity
Experience
Adams Street Partners April 2006 - Present
LEK Consulting August 2004 - April 2006
William Blair Capital Partners 2000 - 2002
William Blair & Company 1999 - 2000
SunTrust Equitable Securities 1997 - 1999
Skills
Private Equity, Due Diligence, Investments, Venture Capital, Valuation
Education
Kellogg School of Management 2002 — 2004
MBA
Indiana University 1993 — 1997
BS
Adams Street Partners April 2006 - Present
LEK Consulting August 2004 - April 2006
William Blair Capital Partners 2000 - 2002
William Blair & Company 1999 - 2000
SunTrust Equitable Securities 1997 - 1999
Skills
Private Equity, Due Diligence, Investments, Venture Capital, Valuation
Education
Kellogg School of Management 2002 — 2004
MBA
Indiana University 1993 — 1997
BS
John Sax's SunTrust Equitable Securities Experience 1997 - 2000
Job Managing Director at Atlanta VDL Fund
Industry Real Estate
Experience
Atlanta VDL Fund 2011 - Present
Atlanta VDL Fund 2008 - 2011
PEC Development Group 2005 - 2007
Colony Homes / KB Home 2002 - 2005
SunTrust Equitable Securities 1997 - 2000
Riverwood International Corporation 1996 - 1997
KBC Bank N.V. 1993 - 1996
Manufacturers Hanover Trust / Chemical Bank 1984 - 1992
Security Pacific National Bank 1980 - 1983
Skills
Real Estate Development, Real Estate, Real Estate Economics, Due Diligence, Investment Properties
Education
Northwestern University - Kellogg School of Management 1983 — 1984
MBA, Finance
University of Notre Dame 1976 — 1980
B.B.A., Business - Finance
Atlanta VDL Fund 2011 - Present
Atlanta VDL Fund 2008 - 2011
PEC Development Group 2005 - 2007
Colony Homes / KB Home 2002 - 2005
SunTrust Equitable Securities 1997 - 2000
Riverwood International Corporation 1996 - 1997
KBC Bank N.V. 1993 - 1996
Manufacturers Hanover Trust / Chemical Bank 1984 - 1992
Security Pacific National Bank 1980 - 1983
Skills
Real Estate Development, Real Estate, Real Estate Economics, Due Diligence, Investment Properties
Education
Northwestern University - Kellogg School of Management 1983 — 1984
MBA, Finance
University of Notre Dame 1976 — 1980
B.B.A., Business - Finance
Ellen Finkelstein's SunTrust Equitable Securities Experience 1994 - 2000
Job
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 2002 - 2014
Macon Dinners Out dba Super Suppers 2006 - 2011
Wachovia, A Wells Fargo Company 2000 - 2002
SunTrust Equitable Securities 1994 - 2000
Punk, Ziegel & Company 1990 - 1994
Needham & Company 1986 - 1990
Skills
Management, Securities, Equities, Asset Management, Finance, Investment Banking, Hedge Funds, Marketing, Leadership, Corporate Finance
Education
Mercer University
BA, Biology
Wells Fargo Advisors, LLC 2002 - 2014
Macon Dinners Out dba Super Suppers 2006 - 2011
Wachovia, A Wells Fargo Company 2000 - 2002
SunTrust Equitable Securities 1994 - 2000
Punk, Ziegel & Company 1990 - 1994
Needham & Company 1986 - 1990
Skills
Management, Securities, Equities, Asset Management, Finance, Investment Banking, Hedge Funds, Marketing, Leadership, Corporate Finance
Education
Mercer University
BA, Biology
Nazneen Khan's SunTrust Equitable Securities Experience 1997 - 2000
Job Computer Software Professional
Industry Computer Software
Experience
Epicor Software Corp April 2012 - Present
ItzBig September 2007 - April 2010
EMC Mortgage 2001 - 2007
Suntrust Equitable Securities 1997 - 2000
Skills
ASP.NET, C#, ADO.NET, VB.NET, SQL, Sybase, SQL Server, XML, Visual Basic, Access, ClearCase, Visio, Crystal Reports, Business Objects, Databases, T-SQL, Microsoft SQL Server, .NET, SDLC
Education
Osmania University
Bachelor of Engineering (B.E.)
Epicor Software Corp April 2012 - Present
ItzBig September 2007 - April 2010
EMC Mortgage 2001 - 2007
Suntrust Equitable Securities 1997 - 2000
Skills
ASP.NET, C#, ADO.NET, VB.NET, SQL, Sybase, SQL Server, XML, Visual Basic, Access, ClearCase, Visio, Crystal Reports, Business Objects, Databases, T-SQL, Microsoft SQL Server, .NET, SDLC
Education
Osmania University
Bachelor of Engineering (B.E.)
Karen Brick Werthan's SunTrust Equitable Securities Experience October 1997 - November 2000
Job Sales and Marketing at StyleBlueprint
Industry Financial Services
Experience
StyleBlueprint January 2012 - Present
Morgan Keegan & Co. March 2000 - May 2008
Suntrust Equitable Securities October 1997 - November 2000
Skills
New Business Development, Marketing Strategy, Sales Management, Account Management, Sales, Strategy, Business Development, Strategic Planning, Business Planning, Business Strategy, Marketing, Online Marketing, Social Media Marketing, Team Building, Marketing Communications, Social Media, Customer Service, Sales Operations, Event Planning, Management, B2B, Entrepreneurship, Retail, Email Marketing, Competitive Analysis, Market Analysis
Education
Syracuse University 1989 — 1993
Bachelor of Arts (B.A.), Economics
Brentwood Academy 1987 — 1989
StyleBlueprint January 2012 - Present
Morgan Keegan & Co. March 2000 - May 2008
Suntrust Equitable Securities October 1997 - November 2000
Skills
New Business Development, Marketing Strategy, Sales Management, Account Management, Sales, Strategy, Business Development, Strategic Planning, Business Planning, Business Strategy, Marketing, Online Marketing, Social Media Marketing, Team Building, Marketing Communications, Social Media, Customer Service, Sales Operations, Event Planning, Management, B2B, Entrepreneurship, Retail, Email Marketing, Competitive Analysis, Market Analysis
Education
Syracuse University 1989 — 1993
Bachelor of Arts (B.A.), Economics
Brentwood Academy 1987 — 1989
Elaine Spence's SunTrust Equitable Securities Experience 1994 - 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
Raymond Ryan's SunTrust Equitable Securities Experience August 1994 - June 1999
Job President at Patten and Patten, Inc.
Industry Investment Management
Experience
Patten and Patten, Inc. April 2014 - Present
Patten and Patten, Inc. June 1999 - Present
SunTrust Equitable Securities August 1994 - June 1999
Skills
Excel modeling. ..., Financial Analysis, Hedge Funds, Portfolio Management, Investment Banking, Corporate Finance, Valuation, Investments, Financial Modeling, Finance, Due Diligence, Asset Management, Training, Alternative Investments, Private Equity, Mergers & Acquisitions, MBS, Equities
Education
Princeton University 1985 — 1989
AB, Economics
Patten and Patten, Inc. April 2014 - Present
Patten and Patten, Inc. June 1999 - Present
SunTrust Equitable Securities August 1994 - June 1999
Skills
Excel modeling. ..., Financial Analysis, Hedge Funds, Portfolio Management, Investment Banking, Corporate Finance, Valuation, Investments, Financial Modeling, Finance, Due Diligence, Asset Management, Training, Alternative Investments, Private Equity, Mergers & Acquisitions, MBS, Equities
Education
Princeton University 1985 — 1989
AB, Economics
Deanna McCulley's SunTrust Equitable Securities Experience July 1988 - August 2003
Job Vice President at Equitable Trust
Industry Financial Services
Experience
Equitable Trust February 2004 - Present
Suntrust Equitable Securities July 1988 - August 2003
EF Hutton January 1985 - July 1988
clayton brokerage company July 1979 - October 1984
Skills
SEC reporting, Series 7, Compliance, SEC filings, Investments, Portfolio Management, Asset Management, Wealth Management, Valuation, Equities, Series 63, Asset Allocation, Hedge Funds, Investment Strategies, Fixed Income, Estate Planning
Education
Augustana College 1975 — 1979
BA, Business & Psychology
Equitable Trust February 2004 - Present
Suntrust Equitable Securities July 1988 - August 2003
EF Hutton January 1985 - July 1988
clayton brokerage company July 1979 - October 1984
Skills
SEC reporting, Series 7, Compliance, SEC filings, Investments, Portfolio Management, Asset Management, Wealth Management, Valuation, Equities, Series 63, Asset Allocation, Hedge Funds, Investment Strategies, Fixed Income, Estate Planning
Education
Augustana College 1975 — 1979
BA, Business & Psychology
Mark Muth's SunTrust Equitable Securities Experience 1999 - 2001
Job Director of Investor Relations
Industry Banking
Experience
Huntington Bancshares Incorporated February 2015 - Present
Huntington Bancshares Incorporated June 2012 - February 2015
Howe Barnes Hoefer & Arnett 2009 - 2011
FTN Midwest Securities 2001 - 2008
SunTrust Equitable Securities 1999 - 2001
Skills
Equities, Corporate Finance, Equity Research, Capital Markets, Investment Banking, Business Acumen, Banking, Financial Modeling, Investor Relations, Finance, Valuation, Financial Analysis, Analysis, Investments, Bloomberg, Asset Management, Securities, Due Diligence, Strategic Financial..., Financial Planning
Education
Haslam College of Business at the University of Tennessee 1995 — 1999
BSBA, Finance
Huntington Bancshares Incorporated February 2015 - Present
Huntington Bancshares Incorporated June 2012 - February 2015
Howe Barnes Hoefer & Arnett 2009 - 2011
FTN Midwest Securities 2001 - 2008
SunTrust Equitable Securities 1999 - 2001
Skills
Equities, Corporate Finance, Equity Research, Capital Markets, Investment Banking, Business Acumen, Banking, Financial Modeling, Investor Relations, Finance, Valuation, Financial Analysis, Analysis, Investments, Bloomberg, Asset Management, Securities, Due Diligence, Strategic Financial..., Financial Planning
Education
Haslam College of Business at the University of Tennessee 1995 — 1999
BSBA, Finance
Kathleen Johanson's SunTrust Equitable Securities Experience June 1999 - April 2000
Job First Vice President at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. February 2013 - Present
Raymond James Morgan Keegan April 2012 - February 2013
Morgan Keegan May 2000 - April 2012
Suntrust Equitable Securities June 1999 - April 2000
ABN AMRO, Incorporated April 1995 - June 1999
Morgan Keegan April 1989 - April 1995
Skills
Series 7, Equities, Securities, Series 63, Fixed Income, Mutual Funds, Investments, Hedge Funds, Bloomberg, Asset Management, Portfolio Management, Capital Markets, Alternative Investments, Banking, Bonds, FINRA, Investment Banking, Relationship Management, Series 24, Valuation, Trading Systems, Trading
Education
Iona College 1985 — 1991
M.B.A, Financial Management
SUNY Oneonta 1979 — 1983
B.S., Business-Economics
Raymond James Financial Inc. February 2013 - Present
Raymond James Morgan Keegan April 2012 - February 2013
Morgan Keegan May 2000 - April 2012
Suntrust Equitable Securities June 1999 - April 2000
ABN AMRO, Incorporated April 1995 - June 1999
Morgan Keegan April 1989 - April 1995
Skills
Series 7, Equities, Securities, Series 63, Fixed Income, Mutual Funds, Investments, Hedge Funds, Bloomberg, Asset Management, Portfolio Management, Capital Markets, Alternative Investments, Banking, Bonds, FINRA, Investment Banking, Relationship Management, Series 24, Valuation, Trading Systems, Trading
Education
Iona College 1985 — 1991
M.B.A, Financial Management
SUNY Oneonta 1979 — 1983
B.S., Business-Economics
Robert M. Derrington's SunTrust Equitable Securities Experience October 1994 - May 2001
Job Managing Director Restaurant Analyst Telsey Advisory Group
Industry Restaurants
Experience
Telsey Advisory Group August 2015 - Present
Wunderlich Securities Inc. June 2013 - August 2015
Northcoast Research May 2012 - June 2013
Morgan Keegan June 2001 - March 2012
Suntrust Equitable Securities October 1994 - May 2001
Bromad Investments dba Panera Pizza August 1981 - December 1991
Shillington Box Company May 1978 - August 1981
Skills
Series 7, Series 63, Securities Analyst, Franchisee Management, Franchise Consulting
Education
Washington University in St. Louis 1978 — 1980
Master of Business Administration (MBA), Accounting and Finance
University of Missouri-Saint Louis 1971 — 1975
Bachelor of Science (BS), Accounting and Business/Management
Telsey Advisory Group August 2015 - Present
Wunderlich Securities Inc. June 2013 - August 2015
Northcoast Research May 2012 - June 2013
Morgan Keegan June 2001 - March 2012
Suntrust Equitable Securities October 1994 - May 2001
Bromad Investments dba Panera Pizza August 1981 - December 1991
Shillington Box Company May 1978 - August 1981
Skills
Series 7, Series 63, Securities Analyst, Franchisee Management, Franchise Consulting
Education
Washington University in St. Louis 1978 — 1980
Master of Business Administration (MBA), Accounting and Finance
University of Missouri-Saint Louis 1971 — 1975
Bachelor of Science (BS), Accounting and Business/Management
Karen Reeves Peek's SunTrust Equitable Securities Experience February 1995 - June 2001
Job Sales Assistant at Avondale Partners
Industry Investment Banking
Experience
Avondale Partners June 2001 - Present
SunTrust Equitable Securities February 1995 - June 2001
Skills
Equities, Bloomberg, Investment Banking, Series 7, Capital Markets, Series 63
Education
David Lipscomb University 1989 — 1993
Bachelor of Arts (B.A.), Political Science and Government
Avondale Partners June 2001 - Present
SunTrust Equitable Securities February 1995 - June 2001
Skills
Equities, Bloomberg, Investment Banking, Series 7, Capital Markets, Series 63
Education
David Lipscomb University 1989 — 1993
Bachelor of Arts (B.A.), Political Science and Government
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY