SunTrust Investment Services
Industry: Company
DescriptionHeadquarters: Atlanta, GA Founded: 1986 Subsidiaries: LifeYield, LLC, Suntrust Investment Services, Inc., Asset Management Arm, SunTrust Advisory Services, Inc. Parent organizations: SunTrust Banks, SunTrust Bank Holding Co
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SunTrust Investment Services Employees
Employee
Years
Job
Industry
Leslie Goff McDow Leslie Goff McDow's SunTrust Investment Services Experience May 2000 - May 2002
Job Corporate Fundraiser at Durham Technical Community College
Industry Education Management
Experience
Durham Technical Community College August 2015 - Present
Organic Transit March 2015 - August 2015
Owl Tree Solutions, LLC September 2012 - December 2014
Genworth Financial February 2007 - April 2012
Self Help Ventures Fund 2002 - 2007
SunTrust Investment Services May 2000 - May 2002
Legal Times 1994 - 1998
Skills
Strategic Financial..., Investments, Loans, Credit, Management, Insurance, Nonprofits, Webinar Management, Business Analysis, Business Intelligence, Marketing Strategy, Cross-functional Team..., Analysis, Strategy, Training
Education
University of Tennessee-Knoxville - College of Business Administration 1998 — 2000
MBA, Finance, Marketing
Davidson College 1989 — 1993
Bachelor of Arts (B.A.), Political Science and Government
Durham Technical Community College August 2015 - Present
Organic Transit March 2015 - August 2015
Owl Tree Solutions, LLC September 2012 - December 2014
Genworth Financial February 2007 - April 2012
Self Help Ventures Fund 2002 - 2007
SunTrust Investment Services May 2000 - May 2002
Legal Times 1994 - 1998
Skills
Strategic Financial..., Investments, Loans, Credit, Management, Insurance, Nonprofits, Webinar Management, Business Analysis, Business Intelligence, Marketing Strategy, Cross-functional Team..., Analysis, Strategy, Training
Education
University of Tennessee-Knoxville - College of Business Administration 1998 — 2000
MBA, Finance, Marketing
Davidson College 1989 — 1993
Bachelor of Arts (B.A.), Political Science and Government
Cindy Merchant Cindy Merchant's SunTrust Investment Services Experience September 2006 - November 2012
Job Production Specialist II at Bank of America
Industry Financial Services
Experience
Bank of America April 2013 - Present
SunTrust Investment Services September 2006 - November 2012
Skills
Asset Managment, Financial Analysis, Retirement Planning, Series 24, Banking, Series 63, Asset Allocation, Investment Advisory, Portfolio Management, Bonds, Securities, Risk Management, Consumer Lending, Derivatives, Insurance, Investment Management, Series 7, ERISA, Series 65, Life Insurance, Options, Financial Advisory, Alternative Investments, Financial Services, Bloomberg, Equities, AML, Wealth Management, Loans, Finance, FINRA, Retirement, Investments, Strategic Financial..., Mutual Funds, Hedge Funds, Credit, Uniform Combined State..., Mortgage Banking, 401k, Capital Markets, Fixed Annuities, Series 6, Estate Planning, Trading, Financial Risk, Variable Annuities, Fixed Income, Mortgage Lending, Due Diligence
Education
Ashford University 2010 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations, 3.8
Ashford University 2010 — 2015
Business Administration and Management, General
Bank of America April 2013 - Present
SunTrust Investment Services September 2006 - November 2012
Skills
Asset Managment, Financial Analysis, Retirement Planning, Series 24, Banking, Series 63, Asset Allocation, Investment Advisory, Portfolio Management, Bonds, Securities, Risk Management, Consumer Lending, Derivatives, Insurance, Investment Management, Series 7, ERISA, Series 65, Life Insurance, Options, Financial Advisory, Alternative Investments, Financial Services, Bloomberg, Equities, AML, Wealth Management, Loans, Finance, FINRA, Retirement, Investments, Strategic Financial..., Mutual Funds, Hedge Funds, Credit, Uniform Combined State..., Mortgage Banking, 401k, Capital Markets, Fixed Annuities, Series 6, Estate Planning, Trading, Financial Risk, Variable Annuities, Fixed Income, Mortgage Lending, Due Diligence
Education
Ashford University 2010 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations, 3.8
Ashford University 2010 — 2015
Business Administration and Management, General
Kirk Tassell, CFP® Kirk Tassell, CFP®'s SunTrust Investment Services Experience March 2007 - October 2008
Job Investment Advisor at Commonwealth Financial Network
Industry Financial Services
Experience
Breed's Hill Wealth Management April 2014 - Present
Commonwealth Financial Network April 2014 - Present
Stockcross Financial Services Inc October 2008 - April 2014
SunTrust Investment Services March 2007 - October 2008
TDAmeritrade June 1999 - December 2006
Morgan Stanley January 1997 - May 1999
Skills
Portfolio Management, Asset Management, Bonds, Investments, Risk Management, Fixed Income, Wealth Management, Finance, Securities, Fixed Annuities, Retirment Income...
Education
Hartwick College 1985 — 1989
Bachelor of Arts (B.A.), Business, Management
University of Central Florida 2000 — 2001
Executive Financial Planning Certification Program
Breed's Hill Wealth Management April 2014 - Present
Commonwealth Financial Network April 2014 - Present
Stockcross Financial Services Inc October 2008 - April 2014
SunTrust Investment Services March 2007 - October 2008
TDAmeritrade June 1999 - December 2006
Morgan Stanley January 1997 - May 1999
Skills
Portfolio Management, Asset Management, Bonds, Investments, Risk Management, Fixed Income, Wealth Management, Finance, Securities, Fixed Annuities, Retirment Income...
Education
Hartwick College 1985 — 1989
Bachelor of Arts (B.A.), Business, Management
University of Central Florida 2000 — 2001
Executive Financial Planning Certification Program
Helen Marie Riley, CFP® Helen Marie Riley, CFP®'s SunTrust Investment Services Experience December 2002 - January 2008
Job Sr. Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2008 - Present
SunTrust Investment Services December 2002 - January 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training
Education
East Carolina University - College of Business 1996 — 2000
Bachelor of Science (B.S.), Business Administration with a concentration in Financial Services
Wells Fargo Advisors, LLC January 2008 - Present
SunTrust Investment Services December 2002 - January 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training
Education
East Carolina University - College of Business 1996 — 2000
Bachelor of Science (B.S.), Business Administration with a concentration in Financial Services
Patricia Conrad's SunTrust Investment Services Experience February 1995 - May 2003
Job Financial Advisor, Vice President, Investments at Raymond James & Associates, Inc.
Industry Financial Services
Experience
Raymond James & Associates, Inc. February 2013 - Present
Raymond James Financial Inc. February 2013 - Present
Morgan Keegan & Co. February 2007 - February 2013
AmSouth Invesments May 2003 - February 2007
SunTrust Investment Services February 1995 - May 2003
Education
Saint Leo University 1992 — 1993
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Georgia Southern University 1991 — 1992
College of Central Florida 1989 — 1991
Associate of Arts (AA), Education
Raymond James & Associates, Inc. February 2013 - Present
Raymond James Financial Inc. February 2013 - Present
Morgan Keegan & Co. February 2007 - February 2013
AmSouth Invesments May 2003 - February 2007
SunTrust Investment Services February 1995 - May 2003
Education
Saint Leo University 1992 — 1993
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Georgia Southern University 1991 — 1992
College of Central Florida 1989 — 1991
Associate of Arts (AA), Education
Rhett Fordham's SunTrust Investment Services Experience January 2002 - January 2006
Job Financial Advisor at Raymond James Financial Inc. & Pinnacle Asset Management
Industry Financial Services
Experience
Raymond James Financial Inc. & Pinnacle Asset Management December 2013 - Present
Fifth Third Securities January 2008 - December 2013
Riversource Annuities January 2006 - September 2007
SunTrust Investment Services January 2002 - January 2006
Skills
Series 7, Retirement, Retirement Planning, Investment Advisory, Asset Allocation, Investments, Wealth Management, Series 63, Mutual Funds, Securities, Portfolio Management, Strategic Financial..., Wealth, Equities, Finance, Financial Planning
Education
Lipscomb University 1999 — 2001
Accounting and Business/Management
University of Mississippi 1996 — 1998
Raymond James Financial Inc. & Pinnacle Asset Management December 2013 - Present
Fifth Third Securities January 2008 - December 2013
Riversource Annuities January 2006 - September 2007
SunTrust Investment Services January 2002 - January 2006
Skills
Series 7, Retirement, Retirement Planning, Investment Advisory, Asset Allocation, Investments, Wealth Management, Series 63, Mutual Funds, Securities, Portfolio Management, Strategic Financial..., Wealth, Equities, Finance, Financial Planning
Education
Lipscomb University 1999 — 2001
Accounting and Business/Management
University of Mississippi 1996 — 1998
Lewis Roberts's SunTrust Investment Services Experience May 2014 - Present
Job Financial Advisor at SunTrust Investment Services
Industry Financial Services
Experience
SunTrust Investment Services May 2014 - Present
Education
Carnegie Mellon University 2000 — 2002
Master of Arts (M.A.)
University of Pennsylvania 1992 — 1994
Master of Arts (M.A.)
University of Virginia 1988 — 1992
Bachelor of Arts (B.A.)
SunTrust Investment Services May 2014 - Present
Education
Carnegie Mellon University 2000 — 2002
Master of Arts (M.A.)
University of Pennsylvania 1992 — 1994
Master of Arts (M.A.)
University of Virginia 1988 — 1992
Bachelor of Arts (B.A.)
Shane Hunter, CFP® Shane Hunter, CFP®'s SunTrust Investment Services Experience 2004 - 2005
Job CERTIFIED FINANCIAL PLANNER™ practitioner at Keeble & Pyke Financial Advisors
Industry Financial Services
Experience
Keeble & Pyke Financial Advisors 2005 - Present
SunTrust Investment Services 2004 - 2005
SunTrust Investment Services 1999 - 2004
SunTrust 1998 - 1999
Skills
Morningstar, Advent
Education
Oglethorpe University 2004 — 2006
Certified Financial Planner™ Coursework
Georgia State University 1991 — 1995
Bachelors of Arts, Business Administration and Management, Finance
Keeble & Pyke Financial Advisors 2005 - Present
SunTrust Investment Services 2004 - 2005
SunTrust Investment Services 1999 - 2004
SunTrust 1998 - 1999
Skills
Morningstar, Advent
Education
Oglethorpe University 2004 — 2006
Certified Financial Planner™ Coursework
Georgia State University 1991 — 1995
Bachelors of Arts, Business Administration and Management, Finance
Amy Byars's SunTrust Investment Services Experience 2010 - 2011
Job President, Amy Byars Financial, LLC www.amybyars.com; www.finra.org; www.sipc.org
Industry Financial Services
Experience
Amy Byars Financial, LLC May 2012 - Present
New York Life Insurance Company February 2011 - May 2012
SunTrust Investment Services 2010 - 2011
Carolina First Bank April 2007 - June 2010
MetLife 2004 - 2007
BB&T January 2002 - April 2004
Matheny Real Estate 1997 - 2004
Skills
Strategic Financial..., Retirement Planning, Estate Planning, Fixed Annuities, Wealth Management, Investments, Series 7, Mutual Funds, Series 63, Long-term Care, Life Insurance, Asset Managment, Financial Planners, Retirement, Portfolio Management, Disability Insurance, IRAs, Investment Advisory, 401k, Investment Strategies, Financial Advisory, Securities, Financial Planning for..., Financial Planning for..., Finance, Wealth, Small Business
Education
Gardner-Webb University
Isothermal Community College
Accounting and Business/Management
RS Central
The American College
Amy Byars Financial, LLC May 2012 - Present
New York Life Insurance Company February 2011 - May 2012
SunTrust Investment Services 2010 - 2011
Carolina First Bank April 2007 - June 2010
MetLife 2004 - 2007
BB&T January 2002 - April 2004
Matheny Real Estate 1997 - 2004
Skills
Strategic Financial..., Retirement Planning, Estate Planning, Fixed Annuities, Wealth Management, Investments, Series 7, Mutual Funds, Series 63, Long-term Care, Life Insurance, Asset Managment, Financial Planners, Retirement, Portfolio Management, Disability Insurance, IRAs, Investment Advisory, 401k, Investment Strategies, Financial Advisory, Securities, Financial Planning for..., Financial Planning for..., Finance, Wealth, Small Business
Education
Gardner-Webb University
Isothermal Community College
Accounting and Business/Management
RS Central
The American College
Patrick Blackburne's SunTrust Investment Services Experience May 2008 - June 2008
Job Commercial Project Manager at Siemens
Industry Transportation/Trucking/Railroad
Experience
Siemens January 2014 - Present
Siemens July 2013 - January 2014
Siemens January 2013 - July 2013
Siemens July 2012 - January 2013
Siemens January 2012 - July 2012
Siemens May 2011 - August 2011
UGA Costa Rica December 2010 - May 2011
Primerica Financial Services August 2010 - November 2010
SunTrust Investment Services May 2008 - June 2008
Melaver, Inc. May 2007 - July 2007
Skills
Spanish, German, French, Financial Services, English, Financial Analysis, Hyperion Enterprise, SAP, Microsoft Excel, Microsoft Office, Forecasting, Financial Modeling, PowerPoint, Finance, Financial Reporting, Corporate Finance, Process Improvement, Budgets, Accounting, Access, Leadership, Analysis, Project Management, Hyperion
Education
The University of Georgia 2008 — 2011
Bachelor of Business Administration (BBA), Banking & Finance, International Business
University of Georgia - Terry College of Business 2008 — 2011
Bachelor of Business Administration (BBA), Banking & Finance, International Business, 3.8
Instituto San Fernando 2010 — 2010
Spanish Language and Literature, 4.0
American University 2007 — 2007
Siemens January 2014 - Present
Siemens July 2013 - January 2014
Siemens January 2013 - July 2013
Siemens July 2012 - January 2013
Siemens January 2012 - July 2012
Siemens May 2011 - August 2011
UGA Costa Rica December 2010 - May 2011
Primerica Financial Services August 2010 - November 2010
SunTrust Investment Services May 2008 - June 2008
Melaver, Inc. May 2007 - July 2007
Skills
Spanish, German, French, Financial Services, English, Financial Analysis, Hyperion Enterprise, SAP, Microsoft Excel, Microsoft Office, Forecasting, Financial Modeling, PowerPoint, Finance, Financial Reporting, Corporate Finance, Process Improvement, Budgets, Accounting, Access, Leadership, Analysis, Project Management, Hyperion
Education
The University of Georgia 2008 — 2011
Bachelor of Business Administration (BBA), Banking & Finance, International Business
University of Georgia - Terry College of Business 2008 — 2011
Bachelor of Business Administration (BBA), Banking & Finance, International Business, 3.8
Instituto San Fernando 2010 — 2010
Spanish Language and Literature, 4.0
American University 2007 — 2007
August Goins August Goins's SunTrust Investment Services Experience July 2008 - October 2010
Job Compliance Officer at Registered Investment Advisor
Industry Financial Services
Experience
Registered Investment Advisor October 2010 - Present
SunTrust Investment Services July 2008 - October 2010
SunTrust Investment Services July 2008 - January 2009
Bank of America May 2005 - July 2008
Skills
FINRA, Series 7, Mutual Funds, Process Improvement, Securities, Investments, Finance, Series 63, Wealth Management, Uniform Combined State..., Investment Advisory, Series 65, AML, Alternative Investments, Banking
Education
Kennesaw State University - Michael J. Coles College of Business 2003 — 2008
BBA, Finance
Registered Investment Advisor October 2010 - Present
SunTrust Investment Services July 2008 - October 2010
SunTrust Investment Services July 2008 - January 2009
Bank of America May 2005 - July 2008
Skills
FINRA, Series 7, Mutual Funds, Process Improvement, Securities, Investments, Finance, Series 63, Wealth Management, Uniform Combined State..., Investment Advisory, Series 65, AML, Alternative Investments, Banking
Education
Kennesaw State University - Michael J. Coles College of Business 2003 — 2008
BBA, Finance
Carl Plowden Carl Plowden's SunTrust Investment Services Experience January 2004 - February 2006
Job State Farm Agent
Industry Financial Services
Experience
State Farm June 2013 - Present
Valic Financial Advisors August 2008 - May 2013
Plowden Financial Strategies March 2006 - August 2008
SunTrust Investment Services January 2004 - February 2006
Skills
Retirement Planning, IRAs, Investments, Mutual Funds, Life Insurance, Property & Casualty...
Education
Georgia Tech 1987 — 1991
Bachelor of Science (BS), Management
Westover High School 1984 — 1987
State Farm June 2013 - Present
Valic Financial Advisors August 2008 - May 2013
Plowden Financial Strategies March 2006 - August 2008
SunTrust Investment Services January 2004 - February 2006
Skills
Retirement Planning, IRAs, Investments, Mutual Funds, Life Insurance, Property & Casualty...
Education
Georgia Tech 1987 — 1991
Bachelor of Science (BS), Management
Westover High School 1984 — 1987
Shawn Buchanan, MBA Shawn Buchanan, MBA's SunTrust Investment Services Experience December 2007 - May 2009
Job Financial Representative @ Country Financial
Industry Financial Services
Experience
COUNTRY Financial® September 2013 - Present
Buchanan Consulting July 2012 - September 2013
Sentry Insurance December 2010 - July 2012
Buchanan Insurance Agency May 2009 - December 2010
SunTrust Investment Services December 2007 - May 2009
AIG Retirement Services May 2006 - December 2007
Merrill Lynch May 2003 - May 2006
BCD Travel April 2002 - February 2003
Rosenbluth International September 1996 - February 2002
Professional Travel Corporation July 1993 - September 1996
Skills
Call Center Development, HR Consulting, Corporate Benefits, Pension Administration, Retirement Plan..., Technical Analysis, Financial Analysis, P&L Management, Organizational..., Commercial Insurance, Property & Casualty..., Annuities, Call Routing, Training & Development, Personnel Recruiting, Securities, Mutual Funds, Term Life Insurance, Facilities Management, Series 7, Series 66, Series 26, Life, Accident, and..., Variable Products..., Fixed Annuities, 401k, Insurance, Employee Benefits, CRM, Account Management, Recruiting, Business Planning, Human Resources, Retirement Planning, Retirement, Life Insurance, Marketing, Call Centers, Underwriting, Finance, Relationship Management, Investments, Sales Presentations, Professional Liability, General Insurance, Casualty, Liability, Benefits Administration, Personnel Management, Commercial Lines
Education
Embry-Riddle Aeronautical University
Master of Business Administration (M.B.A.), Aviation/Airway Management and Operations, 3.9
Georgia College and State University
Bachelor of Business Administration (B.B.A.), Management
Macon State College
Associate of Arts (AA), Economics
COUNTRY Financial® September 2013 - Present
Buchanan Consulting July 2012 - September 2013
Sentry Insurance December 2010 - July 2012
Buchanan Insurance Agency May 2009 - December 2010
SunTrust Investment Services December 2007 - May 2009
AIG Retirement Services May 2006 - December 2007
Merrill Lynch May 2003 - May 2006
BCD Travel April 2002 - February 2003
Rosenbluth International September 1996 - February 2002
Professional Travel Corporation July 1993 - September 1996
Skills
Call Center Development, HR Consulting, Corporate Benefits, Pension Administration, Retirement Plan..., Technical Analysis, Financial Analysis, P&L Management, Organizational..., Commercial Insurance, Property & Casualty..., Annuities, Call Routing, Training & Development, Personnel Recruiting, Securities, Mutual Funds, Term Life Insurance, Facilities Management, Series 7, Series 66, Series 26, Life, Accident, and..., Variable Products..., Fixed Annuities, 401k, Insurance, Employee Benefits, CRM, Account Management, Recruiting, Business Planning, Human Resources, Retirement Planning, Retirement, Life Insurance, Marketing, Call Centers, Underwriting, Finance, Relationship Management, Investments, Sales Presentations, Professional Liability, General Insurance, Casualty, Liability, Benefits Administration, Personnel Management, Commercial Lines
Education
Embry-Riddle Aeronautical University
Master of Business Administration (M.B.A.), Aviation/Airway Management and Operations, 3.9
Georgia College and State University
Bachelor of Business Administration (B.B.A.), Management
Macon State College
Associate of Arts (AA), Economics
Brian Haney CLTC CFS CFBS's SunTrust Investment Services Experience February 2006 - August 2007
Job Agency Managing Associate
Industry Financial Services
Experience
The Haney Company July 2012 - Present
MassMutual Greater Washington September 2007 - Present
SunTrust Investment Services February 2006 - August 2007
Wachovia Bank February 2003 - January 2006
Skills
Investments, Insurance, Retirement, Life Insurance, Securities, Finance, Portfolio Management, Employee Benefits, Estate Planning, Retirement Planning, Financial Services, Fixed Annuities, Loans, Wealth Management, Banking, Customer Service, Analysis, Financial Analysis, Long-term Care, Disability Insurance, Leadership, Investment Strategies, Mergers & Acquisitions, Mutual Funds, Underwriting, Asset Allocation, Small Business, Management, Due Diligence, Business Development, Asset Managment, IRAs, Business Strategy, Risk Management, Long Term Care Insurance
Education
Indiana University Bloomington 1999 — 2002
BA, Journalism
Landon 1993 — 1999
The Haney Company July 2012 - Present
MassMutual Greater Washington September 2007 - Present
SunTrust Investment Services February 2006 - August 2007
Wachovia Bank February 2003 - January 2006
Skills
Investments, Insurance, Retirement, Life Insurance, Securities, Finance, Portfolio Management, Employee Benefits, Estate Planning, Retirement Planning, Financial Services, Fixed Annuities, Loans, Wealth Management, Banking, Customer Service, Analysis, Financial Analysis, Long-term Care, Disability Insurance, Leadership, Investment Strategies, Mergers & Acquisitions, Mutual Funds, Underwriting, Asset Allocation, Small Business, Management, Due Diligence, Business Development, Asset Managment, IRAs, Business Strategy, Risk Management, Long Term Care Insurance
Education
Indiana University Bloomington 1999 — 2002
BA, Journalism
Landon 1993 — 1999
Jonathan Czopek Jonathan Czopek's SunTrust Investment Services Experience April 2010 - July 2012
Job Client Service Associate at J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Private Bank July 2012 - Present
Suntrust Investment Services April 2010 - July 2012
Capital Financial Group, LLC October 2009 - March 2010
Wesley Hotels and Resorts, LLC May 2009 - September 2009
Towne Park July 2008 - May 2009
Towne Park February 2008 - July 2008
Towne Park May 2006 - February 2008
Towne Park February 2006 - May 2006
Skills
Accounting, Financial Analysis, Investments, Microsoft Excel, Microsoft Office, Series 7, PowerPoint, Budgets, Marketing, Sales, Wealth Management, Strategic Planning, Forecasting, Management, Leadership, Customer Service
Education
Belmont University 2003 — 2007
J.P. Morgan Private Bank July 2012 - Present
Suntrust Investment Services April 2010 - July 2012
Capital Financial Group, LLC October 2009 - March 2010
Wesley Hotels and Resorts, LLC May 2009 - September 2009
Towne Park July 2008 - May 2009
Towne Park February 2008 - July 2008
Towne Park May 2006 - February 2008
Towne Park February 2006 - May 2006
Skills
Accounting, Financial Analysis, Investments, Microsoft Excel, Microsoft Office, Series 7, PowerPoint, Budgets, Marketing, Sales, Wealth Management, Strategic Planning, Forecasting, Management, Leadership, Customer Service
Education
Belmont University 2003 — 2007
Josie Howard Josie Howard's SunTrust Investment Services Experience 1994 - 1996
Job Accounting Administrator at Grace Ministries International
Industry Religious Institutions
Experience
Grace Ministries International October 2009 - Present
FSC Securities 1996 - May 2002
SunTrust Investment Services 1994 - 1996
Skills
Nonprofits, Microsoft Office, Bank Reconciliation, Journal Entries, Accounts Payable, Accounts Receivable, Accruals, Public Speaking, QuickBooks, General Ledger, Account Reconciliation, Financial Statements, Balance, Expenses, Spreadsheets, Sales Tax, Payroll, Invoice Processing, Financial Reporting, Access, Team Building, Customer Service, Finance
Education
Columbus State University
Bachelor's degree, Finance, General
Georgia State University
Grace Ministries International October 2009 - Present
FSC Securities 1996 - May 2002
SunTrust Investment Services 1994 - 1996
Skills
Nonprofits, Microsoft Office, Bank Reconciliation, Journal Entries, Accounts Payable, Accounts Receivable, Accruals, Public Speaking, QuickBooks, General Ledger, Account Reconciliation, Financial Statements, Balance, Expenses, Spreadsheets, Sales Tax, Payroll, Invoice Processing, Financial Reporting, Access, Team Building, Customer Service, Finance
Education
Columbus State University
Bachelor's degree, Finance, General
Georgia State University
Afrika Powell Afrika Powell's SunTrust Investment Services Experience June 2003 - July 2005
Job Professional
Industry Hospital & Health Care
Experience
Purdue University Calumet School of Business September 2015 - Present
UIC June 2014 - Present
Malcolm X College 2013 - Present
stay at home mother April 2009 - December 2013
United Airlines June 2007 - April 2009
Sams Club November 2006 - September 2007
SunTrust Mortgage July 2005 - May 2007
SunTrust Investment Services June 2003 - July 2005
Wachovia Securities Financial Network September 2002 - June 2003
First Union Securities November 2001 - September 2002
Skills
Banking, Data Entry, Investments, Customer Service, Finance, Insurance, Mortgage Lending, Loans, Time Management, Accounting, Sales, Management, Mutual Funds, Auditing, Invoicing, Marketing, Office Management, Securities, Microsoft Excel, PowerPoint, Public Speaking, Research, Microsoft Word
Education
Purdue University Calumet 2015 — 2017
Biology
City Colleges of Chicago-Malcolm X College 2013 — 2015
Associate of Science (A.S.), Pre-Nursing Studies
Gwinnett Technical College 2012 — 2014
None, Radiologic Technology/Science - Radiographer
Virginia Commonwealth University 1999 — 2001
None, Biology, General
Purdue University Calumet School of Business September 2015 - Present
UIC June 2014 - Present
Malcolm X College 2013 - Present
stay at home mother April 2009 - December 2013
United Airlines June 2007 - April 2009
Sams Club November 2006 - September 2007
SunTrust Mortgage July 2005 - May 2007
SunTrust Investment Services June 2003 - July 2005
Wachovia Securities Financial Network September 2002 - June 2003
First Union Securities November 2001 - September 2002
Skills
Banking, Data Entry, Investments, Customer Service, Finance, Insurance, Mortgage Lending, Loans, Time Management, Accounting, Sales, Management, Mutual Funds, Auditing, Invoicing, Marketing, Office Management, Securities, Microsoft Excel, PowerPoint, Public Speaking, Research, Microsoft Word
Education
Purdue University Calumet 2015 — 2017
Biology
City Colleges of Chicago-Malcolm X College 2013 — 2015
Associate of Science (A.S.), Pre-Nursing Studies
Gwinnett Technical College 2012 — 2014
None, Radiologic Technology/Science - Radiographer
Virginia Commonwealth University 1999 — 2001
None, Biology, General
Lolita Nettles, AAMS®, CRPC® Lolita Nettles, AAMS®, CRPC®'s SunTrust Investment Services Experience July 2005 - July 2006
Job ETrade Financial
Industry Financial Services
Experience
Benjamin F. Edwards & Co. October 2014 - September 2015
Chamber of Commerce 2014 - 2015
Chamber of Commerce 2014 - 2015
Chamber of Commerce 2014 - 2015
Benjamin F. Edwards & Co. September 2011 - September 2014
Wells Fargo Advisors July 2006 - September 2011
SunTrust Investment Services July 2005 - July 2006
Bay County School District July 2004 - July 2005
USAA November 2002 - July 2004
USAA November 2000 - November 2002
Skills
Variable Annuities, Licensed Life & Health..., Fixed Annuities, Bonds, Elementary Education, Municipal Bonds, Florida Notary, Retirement Planning, Investments, Mutual Funds, Asset Allocation, Retirement, Management, Financial Planning, Series 7, Financial Services, Strategic Planning
Education
University of Phoenix 2002 — 2003
Master of Business Administration (M.B.A.), Business Administration and Management, General
Excelsior College 1995 — 1998
Bachelor's Degree, General Business
Pikes Peak Community College 1991 — 1991
Associate's Degree, General Studies
Answer Marketing Speed Networking
Benjamin F. Edwards & Co. October 2014 - September 2015
Chamber of Commerce 2014 - 2015
Chamber of Commerce 2014 - 2015
Chamber of Commerce 2014 - 2015
Benjamin F. Edwards & Co. September 2011 - September 2014
Wells Fargo Advisors July 2006 - September 2011
SunTrust Investment Services July 2005 - July 2006
Bay County School District July 2004 - July 2005
USAA November 2002 - July 2004
USAA November 2000 - November 2002
Skills
Variable Annuities, Licensed Life & Health..., Fixed Annuities, Bonds, Elementary Education, Municipal Bonds, Florida Notary, Retirement Planning, Investments, Mutual Funds, Asset Allocation, Retirement, Management, Financial Planning, Series 7, Financial Services, Strategic Planning
Education
University of Phoenix 2002 — 2003
Master of Business Administration (M.B.A.), Business Administration and Management, General
Excelsior College 1995 — 1998
Bachelor's Degree, General Business
Pikes Peak Community College 1991 — 1991
Associate's Degree, General Studies
Answer Marketing Speed Networking
Simpson G Turley III's SunTrust Investment Services Experience May 2014 - December 2014
Job CEO at STJ Solutions
Industry Management Consulting
Experience
STJ Solutions March 2015 - Present
SunTrust Investment Services May 2014 - December 2014
New York Life Insurance Company April 2010 - May 2014
Skills
Investment Management, Estate Planning, Retirement Planning, Insurance, Succession Planning, Charitable Gift Planning, Account Management, Business Analysis, Investments, Securities, Fixed Annuities, Mutual Funds, Life Insurance, Long-term Care, Finance, Retirement, Financial Planners, Risk Management, Fixed Income, Wealth Management, Wealth Accumulation, Asset Allocation, Strategic Financial..., Series 7, Long Term Care Insurance, Variable Annuities, Financial Planning
Education
Boston University 2014 — 2015
Certificate in Financial Planning, Financial Planning and Services
Howard University 2004 — 2008
BBA, Management
Canisius High School 1999 — 2003
City honors
STJ Solutions March 2015 - Present
SunTrust Investment Services May 2014 - December 2014
New York Life Insurance Company April 2010 - May 2014
Skills
Investment Management, Estate Planning, Retirement Planning, Insurance, Succession Planning, Charitable Gift Planning, Account Management, Business Analysis, Investments, Securities, Fixed Annuities, Mutual Funds, Life Insurance, Long-term Care, Finance, Retirement, Financial Planners, Risk Management, Fixed Income, Wealth Management, Wealth Accumulation, Asset Allocation, Strategic Financial..., Series 7, Long Term Care Insurance, Variable Annuities, Financial Planning
Education
Boston University 2014 — 2015
Certificate in Financial Planning, Financial Planning and Services
Howard University 2004 — 2008
BBA, Management
Canisius High School 1999 — 2003
City honors
Derek C. Smith, CFP® Derek C. Smith, CFP®'s SunTrust Investment Services Experience November 2012 - February 2014
Job Financial Planner at SunTrust Private Wealth Management
Industry Financial Services
Experience
SunTrust Private Wealth Management February 2014 - Present
SunTrust Investment Services November 2012 - February 2014
Capital One Financial Advisors July 2011 - October 2012
Signature Financial Partners - John Hancock September 2009 - July 2011
Raymond James January 2009 - June 2009
Merrill Lynch June 2008 - August 2008
Skills
Series 7, Series 66, Variable Life & Health
Education
Georgetown University 2012 — 2012
Certified Financial Planner
University of Maryland - Robert H. Smith School of Business 2007 — 2009
Finance, Economics
University of Maryland College Park 2006 — 2009
Bachelor of Science, General Business, Economics
SunTrust Private Wealth Management February 2014 - Present
SunTrust Investment Services November 2012 - February 2014
Capital One Financial Advisors July 2011 - October 2012
Signature Financial Partners - John Hancock September 2009 - July 2011
Raymond James January 2009 - June 2009
Merrill Lynch June 2008 - August 2008
Skills
Series 7, Series 66, Variable Life & Health
Education
Georgetown University 2012 — 2012
Certified Financial Planner
University of Maryland - Robert H. Smith School of Business 2007 — 2009
Finance, Economics
University of Maryland College Park 2006 — 2009
Bachelor of Science, General Business, Economics
Deonne Stephens Deonne Stephens's SunTrust Investment Services Experience August 2006 - December 2007
Job Vice President at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2013 - Present
Independent Contractor January 2012 - January 2013
Invesco Ltd. July 2008 - December 2011
SunTrust Investment Services August 2006 - December 2007
Financial Industry Regulatory Authority June 1996 - August 2006
Office of the Comptroller of the Currency April 1993 - June 1996
Education
Brigham Young University 1986 — 1988
Bachelor of Arts (B.A.), International Relations and Affairs
Morgan Stanley Wealth Management January 2013 - Present
Independent Contractor January 2012 - January 2013
Invesco Ltd. July 2008 - December 2011
SunTrust Investment Services August 2006 - December 2007
Financial Industry Regulatory Authority June 1996 - August 2006
Office of the Comptroller of the Currency April 1993 - June 1996
Education
Brigham Young University 1986 — 1988
Bachelor of Arts (B.A.), International Relations and Affairs
Carrie Gates Carrie Gates's SunTrust Investment Services Experience June 2003 - August 2009
Job Project Manager at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group July 2011 - November 2012
Citi June 2011 - August 2011
SunTrust Investment Services June 2003 - August 2009
Education
Georgetown University - The McDonough School of Business 2009 — 2011
Master of Business Administration, Marketing
James Madison University 1999 — 2003
Bachelor of Business Administration, Finance, Spanish
The Vanguard Group July 2011 - November 2012
Citi June 2011 - August 2011
SunTrust Investment Services June 2003 - August 2009
Education
Georgetown University - The McDonough School of Business 2009 — 2011
Master of Business Administration, Marketing
James Madison University 1999 — 2003
Bachelor of Business Administration, Finance, Spanish
Will Sterling Will Sterling's SunTrust Investment Services Experience January 2012 - August 2014
Job MBA Candidate at University of Cambridge
Industry Investment Management
Experience
BNY Mellon March 2015 - April 2015
SunTrust Investment Services January 2012 - August 2014
Sterling Health and Wellness, Inc. February 2007 - August 2014
SunTrust Bank September 2010 - December 2011
QinetiQ North America May 2009 - October 2009
Skills
Wealth Management, Portfolio Management, Financial Analysis, Financial Modeling, Finance, Investments, Management, Financial Planning, Banking, Microsoft Excel, Risk Management, Corporate Finance, Financial Services, Credit, Investment Strategies, Valuation, Equities, Investment Management, Economics, Financial Advisory, Strategy, Asset Management, Analysis, Fixed Income, Alternative Investments, Business Strategy
Education
University of Cambridge 2014 — 2015
Master of Business Administration (M.B.A.), Finance
Auburn University 2004 — 2008
Bachelor's Degree, Economics, Finance, summa cum laude
BNY Mellon March 2015 - April 2015
SunTrust Investment Services January 2012 - August 2014
Sterling Health and Wellness, Inc. February 2007 - August 2014
SunTrust Bank September 2010 - December 2011
QinetiQ North America May 2009 - October 2009
Skills
Wealth Management, Portfolio Management, Financial Analysis, Financial Modeling, Finance, Investments, Management, Financial Planning, Banking, Microsoft Excel, Risk Management, Corporate Finance, Financial Services, Credit, Investment Strategies, Valuation, Equities, Investment Management, Economics, Financial Advisory, Strategy, Asset Management, Analysis, Fixed Income, Alternative Investments, Business Strategy
Education
University of Cambridge 2014 — 2015
Master of Business Administration (M.B.A.), Finance
Auburn University 2004 — 2008
Bachelor's Degree, Economics, Finance, summa cum laude
Scott Gilleland Scott Gilleland's SunTrust Investment Services Experience 1995 - 2006
Job Senior VP, Equity Trading at FinTech Securities
Industry Financial Services
Experience
FinTech Securities, LLC May 2006 - Present
SunTrust Investment Services 1995 - 2006
Skills
Series 4, Series 7, Series 24, Series 55, Series 63, Trading, Mutual Funds, Options, Securities, Electronic Trading...
Education
Appalachian State University 1991 — 1995
BSBA, Finance, General
FinTech Securities, LLC May 2006 - Present
SunTrust Investment Services 1995 - 2006
Skills
Series 4, Series 7, Series 24, Series 55, Series 63, Trading, Mutual Funds, Options, Securities, Electronic Trading...
Education
Appalachian State University 1991 — 1995
BSBA, Finance, General
Trevor Mackesey Trevor Mackesey's SunTrust Investment Services Experience March 2008 - May 2010
Job Associate Director of the Indiana University Writers' Conference
Industry Writing and Editing
Experience
Indiana University Bloomington August 2012 - Present
Indiana University Writers' Conference November 2013 - June 2015
Indiana Review May 2013 - May 2014
NPR September 2012 - June 2013
SunTrust Investment Services March 2008 - May 2010
Education
Indiana University Bloomington 2012 — 2015
Master of Fine Arts (MFA), Creative Writing
University of St. Andrews 2011 — 2012
Master of Letters (MLitt) with Distinction, Creative Writing
Colby College 2001 — 2004
Bachelor of Arts (BA), English Literature
Indiana University Bloomington August 2012 - Present
Indiana University Writers' Conference November 2013 - June 2015
Indiana Review May 2013 - May 2014
NPR September 2012 - June 2013
SunTrust Investment Services March 2008 - May 2010
Education
Indiana University Bloomington 2012 — 2015
Master of Fine Arts (MFA), Creative Writing
University of St. Andrews 2011 — 2012
Master of Letters (MLitt) with Distinction, Creative Writing
Colby College 2001 — 2004
Bachelor of Arts (BA), English Literature
Jim Pearce Jim Pearce's SunTrust Investment Services Experience January 2008 - December 2011
Job Investment Strategist at Baton Investing
Industry Financial Services
Experience
Baton Investing July 2014 - Present
Investing Daily August 2012 - Present
SunTrust Investment Services January 2008 - December 2011
First Horizon Wealth Management 2006 - 2007
USAdvisors Network July 2004 - September 2005
XCU Capital Corporation October 1995 - June 2004
Pearce, Logan & Co. June 1994 - October 1995
Sovran Investment Corporation July 1988 - August 1992
Wheat, First Securities September 1983 - June 1988
Skills
Financial Planning, Relationship Management, Investment Advisory, Small Business, Portfolio Management, Asset Management, Investments, Economics, Strategic Financial..., Finance, Financial Services, Banking, Wealth, Insurance, Fixed Annuities, Asset Allocation, Strategy, Wealth Management, Equities, Investment Strategies
Education
College for Financial Planning 1998 — 2000
CFP
William & Mary 1977 — 1981
BBA
Thomas Edison High School
Baton Investing July 2014 - Present
Investing Daily August 2012 - Present
SunTrust Investment Services January 2008 - December 2011
First Horizon Wealth Management 2006 - 2007
USAdvisors Network July 2004 - September 2005
XCU Capital Corporation October 1995 - June 2004
Pearce, Logan & Co. June 1994 - October 1995
Sovran Investment Corporation July 1988 - August 1992
Wheat, First Securities September 1983 - June 1988
Skills
Financial Planning, Relationship Management, Investment Advisory, Small Business, Portfolio Management, Asset Management, Investments, Economics, Strategic Financial..., Finance, Financial Services, Banking, Wealth, Insurance, Fixed Annuities, Asset Allocation, Strategy, Wealth Management, Equities, Investment Strategies
Education
College for Financial Planning 1998 — 2000
CFP
William & Mary 1977 — 1981
BBA
Thomas Edison High School
clark turner clark turner's SunTrust Investment Services Experience June 2000 - Present
Job AVP Fixed Income Sales Trader at SunTrust Investment Services
Industry Financial Services
Experience
SunTrust Investment Services June 2000 - Present
ING Advisory Services December 1998 - June 2000
SouthTrust Securities December 1996 - December 1998
Education
Georgia State University
SunTrust Investment Services June 2000 - Present
ING Advisory Services December 1998 - June 2000
SouthTrust Securities December 1996 - December 1998
Education
Georgia State University
James Heilman James Heilman's SunTrust Investment Services Experience September 1998 - Present
Job Financial Advisor at SunTrust Investment Services
Industry Financial Services
Experience
SunTrust Investment Services September 1998 - Present
Education
Florida International University 1989 — 1997
Master of Business Administration (M.B.A.)
SunTrust Investment Services September 1998 - Present
Education
Florida International University 1989 — 1997
Master of Business Administration (M.B.A.)
Jose Ronquillo Jose Ronquillo's SunTrust Investment Services Experience July 2012 - Present
Job EBS (Employee Benefit Solutions) Retirement Specialist 3 at SunTrust Investment Services
Industry Financial Services
Experience
SunTrust Investment Services July 2012 - Present
Mercer 2007 - 2011
Putnam Investments 2002 - 2007
Skills
Financial Analysis, 401k, 401k Rollovers, Consultations, Public Speaking, Retirement Planning, Education Savings, Retirement Plan..., Employee Education, Open Enrollment, New Hire Orientations, IRA Rollovers, Roth IRA, 529 Plans, IRAs, Retirement, Mutual Funds, Defined Benefit, Series 63, Investments, Financial Services, Asset Allocation, Employee Benefits, Series 7, Pensions, Securities, Employee Training
Education
Johnson & Wales University 1999 — 2003
B.S., international Business
Johnson and Wales University 1999 — 2002
Associate of Science, Management
SunTrust Investment Services July 2012 - Present
Mercer 2007 - 2011
Putnam Investments 2002 - 2007
Skills
Financial Analysis, 401k, 401k Rollovers, Consultations, Public Speaking, Retirement Planning, Education Savings, Retirement Plan..., Employee Education, Open Enrollment, New Hire Orientations, IRA Rollovers, Roth IRA, 529 Plans, IRAs, Retirement, Mutual Funds, Defined Benefit, Series 63, Investments, Financial Services, Asset Allocation, Employee Benefits, Series 7, Pensions, Securities, Employee Training
Education
Johnson & Wales University 1999 — 2003
B.S., international Business
Johnson and Wales University 1999 — 2002
Associate of Science, Management
Andrew Sullivan Andrew Sullivan's SunTrust Investment Services Experience August 1989 - July 2008
Job Managing Partner and Senior Wealth Advisor at Sullivan & Schlieman Wealth Management, LLC
Industry Financial Services
Experience
Sullivan & Schlieman Wealth Management, LLC August 2008 - Present
SunTrust Investment Services August 1989 - July 2008
Skills
Asset Protection, Financial Management, Portfolio Analysis, Performance Assessment, Entrepreneurial Spirit..., High Integrity and..., Series 7, Series 4, Series 8, Series 53, Series 63, Series 65, Portfolio Management
Education
Georgia State University - J. Mack Robinson College of Business
MBA, International Business
Oglethorpe University
Certified Financial Planner
University of Georgia - Terry College of Business
BBA, Finance
Sullivan & Schlieman Wealth Management, LLC August 2008 - Present
SunTrust Investment Services August 1989 - July 2008
Skills
Asset Protection, Financial Management, Portfolio Analysis, Performance Assessment, Entrepreneurial Spirit..., High Integrity and..., Series 7, Series 4, Series 8, Series 53, Series 63, Series 65, Portfolio Management
Education
Georgia State University - J. Mack Robinson College of Business
MBA, International Business
Oglethorpe University
Certified Financial Planner
University of Georgia - Terry College of Business
BBA, Finance
Rob Appleman Rob Appleman's SunTrust Investment Services Experience December 2000 - September 2004
Job Inst'l New Business Development Officer at BB&T Retirement & Inst'l Services
Industry Financial Services
Experience
BB&T January 2015 - Present
SunTrust Bank January 2012 - December 2014
SunTrust Bank January 2011 - January 2012
SunTrust Bank September 2004 - January 2011
SunTrust Investment Services December 2000 - September 2004
American Express Financial Advisors October 1999 - December 2000
Skills
Customer Service, Retirement, Retirement Planning, Investments, Asset Allocation, Wealth Management, Sales, Finance, Financial Analysis, Banking, Financial Services, Portfolio Management
Education
Augusta State University 1995 — 1999
BS, Finance
BB&T January 2015 - Present
SunTrust Bank January 2012 - December 2014
SunTrust Bank January 2011 - January 2012
SunTrust Bank September 2004 - January 2011
SunTrust Investment Services December 2000 - September 2004
American Express Financial Advisors October 1999 - December 2000
Skills
Customer Service, Retirement, Retirement Planning, Investments, Asset Allocation, Wealth Management, Sales, Finance, Financial Analysis, Banking, Financial Services, Portfolio Management
Education
Augusta State University 1995 — 1999
BS, Finance
Javonda Perry, MBA Javonda Perry, MBA's SunTrust Investment Services Experience January 2014 - Present
Job Financial Intelligence Investigator at SunTrust Investment Services
Industry Financial Services
Experience
SunTrust Investment Services January 2014 - Present
AIG November 2007 - January 2014
AIG 2006 - 2007
AIG 2004 - 2006
AIG 2002 - 2004
AIG 2000 - 2002
Skills
Series 7, Series 24, Series 53, Series 4
Education
Kennesaw State University - Michael J. Coles College of Business 2011 — 2013
Masters, Business
Kennesaw State University 2008 — 2010
Bachelor of Science, Psychology
SunTrust Investment Services January 2014 - Present
AIG November 2007 - January 2014
AIG 2006 - 2007
AIG 2004 - 2006
AIG 2002 - 2004
AIG 2000 - 2002
Skills
Series 7, Series 24, Series 53, Series 4
Education
Kennesaw State University - Michael J. Coles College of Business 2011 — 2013
Masters, Business
Kennesaw State University 2008 — 2010
Bachelor of Science, Psychology
Michael Marangiello CFP Michael Marangiello CFP's SunTrust Investment Services Experience 2005 - 2008
Job Investment Advisor at Fifth Third Securities
Industry Investment Management
Experience
Fifth Third Securities September 2011 - Present
Raymond James Trust Private Wealth Management Family Office March 2008 - May 2011
SunTrust Investment Services 2005 - 2008
JP Morgan Chase 2003 - 2005
CBIZ 1999 - 2001
Key Bank 1996 - 1999
Citigroup Investment Services June 1991 - October 1996
Skills
Bonds
Education
Adelphi University
Fifth Third Securities September 2011 - Present
Raymond James Trust Private Wealth Management Family Office March 2008 - May 2011
SunTrust Investment Services 2005 - 2008
JP Morgan Chase 2003 - 2005
CBIZ 1999 - 2001
Key Bank 1996 - 1999
Citigroup Investment Services June 1991 - October 1996
Skills
Bonds
Education
Adelphi University
Susan Seitter Susan Seitter's SunTrust Investment Services Experience May 2013 - Present
Job Vice President/General Supervision Team
Industry Investment Management
Experience
SunTrust Investment Services May 2013 - Present
Central Virginia Bank January 2004 - September 2011
Davenport & Company LLC 1990 - 2004
Education
University of Kentucky 1984 — 1986
John Tyler Community College
SunTrust Investment Services May 2013 - Present
Central Virginia Bank January 2004 - September 2011
Davenport & Company LLC 1990 - 2004
Education
University of Kentucky 1984 — 1986
John Tyler Community College
Donnell Saunders Donnell Saunders's SunTrust Investment Services Experience September 2006 - September 2008
Job Financial Advisor at The Main Street Group LPL Financial
Industry Financial Services
Experience
The Main Street Group - LPL Financial December 2012 - Present
BNI 2014 - 2014
BNI 2014 - 2014
Ameriprise Financial Services, Inc. October 2008 - October 2012
The Leukemia & Lymphoma Society of Virginia 2008 - 2012
SunTrust Investment Services September 2006 - September 2008
Merrill Lynch February 2005 - September 2006
Altria 1996 - 2000
Altria 1996 - 2000
Altria 1996 - 2000
Education
Liberty University 1980 — 1984
BA
The Main Street Group - LPL Financial December 2012 - Present
BNI 2014 - 2014
BNI 2014 - 2014
Ameriprise Financial Services, Inc. October 2008 - October 2012
The Leukemia & Lymphoma Society of Virginia 2008 - 2012
SunTrust Investment Services September 2006 - September 2008
Merrill Lynch February 2005 - September 2006
Altria 1996 - 2000
Altria 1996 - 2000
Altria 1996 - 2000
Education
Liberty University 1980 — 1984
BA
Rhonda Lamb's SunTrust Investment Services Experience June 2003 - May 2013
Job Executive Director at Shaffer Wealth Management HighTower
Industry Financial Services
Experience
Shaffer Wealth Management - HighTower May 2013 - Present
SunTrust Investment Services June 2003 - May 2013
Merrill Lynch January 1995 - May 2003
Skills
Series 7, Asset Allocation, Alternative Investments, Investment Strategies, Estate Planning, Uniform Combined State..., Series 24, Series 65, Insurance, Series 66, Insurance Agent
Education
Kansas State University 1990 — 1994
BS, Business Administration
Shaffer Wealth Management - HighTower May 2013 - Present
SunTrust Investment Services June 2003 - May 2013
Merrill Lynch January 1995 - May 2003
Skills
Series 7, Asset Allocation, Alternative Investments, Investment Strategies, Estate Planning, Uniform Combined State..., Series 24, Series 65, Insurance, Series 66, Insurance Agent
Education
Kansas State University 1990 — 1994
BS, Business Administration
Christopher Ovide's SunTrust Investment Services Experience November 2001 - November 2003
Job Owner at CML
Industry Internet
Experience
CML July 2013 - Present
Stihl April 2012 - May 2013
Cherub Media Ltd... 2008 - 2011
Aegis Capital June 2008 - March 2010
GLCC of South Florida July 2007 - January 2008
Stonewall Library and Archives June 2007 - January 2008
Morgan Stanley June 2007 - 2008
Citibank March 2006 - May 2007
Rabobank International December 2003 - March 2006
SunTrust Investment Services November 2001 - November 2003
Skills
Financial Analysis, Public Speaking, Start-ups, Business Development, Management, Strategic Planning, Strategy, Marketing, Training, Executive Management, Social Media, Leadership, Business Strategy, Marketing Strategy, Business Planning, Entrepreneurship, Budgets, Financial Modeling, Financial Services, Process Improvement
Education
Averett University 2000 — 2002
MBA
George Mason University 1990 — 1995
BA, International Relations
CML July 2013 - Present
Stihl April 2012 - May 2013
Cherub Media Ltd... 2008 - 2011
Aegis Capital June 2008 - March 2010
GLCC of South Florida July 2007 - January 2008
Stonewall Library and Archives June 2007 - January 2008
Morgan Stanley June 2007 - 2008
Citibank March 2006 - May 2007
Rabobank International December 2003 - March 2006
SunTrust Investment Services November 2001 - November 2003
Skills
Financial Analysis, Public Speaking, Start-ups, Business Development, Management, Strategic Planning, Strategy, Marketing, Training, Executive Management, Social Media, Leadership, Business Strategy, Marketing Strategy, Business Planning, Entrepreneurship, Budgets, Financial Modeling, Financial Services, Process Improvement
Education
Averett University 2000 — 2002
MBA
George Mason University 1990 — 1995
BA, International Relations
James Ruffin's SunTrust Investment Services Experience June 2008 - October 2010
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors November 2012 - Present
Wells Fargo Advisors, LLC October 2010 - November 2012
SunTrust Investment Services June 2008 - October 2010
Edward Jones Investments June 2007 - June 2008
Skills
Series 7, Series 63, Portfolio Management, Mutual Funds, Uniform Combined State..., Wealth Management, Financial Analysis, Asset Allocation, Financial Modeling, Finance, Risk Management, Due Diligence, Strategic Planning, Retirement Planning, Alternative Investments, Investments
Education
University of Virginia Darden School of Business 2014 — 2016
Master of Business Administration (MBA)
Clemson University 2000 — 2005
BA, Psychology, Sociology
Woodberry Forest School 1996 — 2000
Diploma
Wells Fargo Advisors November 2012 - Present
Wells Fargo Advisors, LLC October 2010 - November 2012
SunTrust Investment Services June 2008 - October 2010
Edward Jones Investments June 2007 - June 2008
Skills
Series 7, Series 63, Portfolio Management, Mutual Funds, Uniform Combined State..., Wealth Management, Financial Analysis, Asset Allocation, Financial Modeling, Finance, Risk Management, Due Diligence, Strategic Planning, Retirement Planning, Alternative Investments, Investments
Education
University of Virginia Darden School of Business 2014 — 2016
Master of Business Administration (MBA)
Clemson University 2000 — 2005
BA, Psychology, Sociology
Woodberry Forest School 1996 — 2000
Diploma
Stephanie Dunn Stephanie Dunn's SunTrust Investment Services Experience April 2011 - December 2014
Job Project Manager at Royall & Company
Industry Public Relations and Communications
Experience
Royall & Company January 2015 - Present
SunTrust Investment Services April 2011 - December 2014
Young Life's Saranac Village May 2009 - September 2010
US Senator Rick Santorum April 2006 - May 2006
Skills
Public Speaking, Microsoft Office, Social Media, Microsoft Excel, Marketing, Customer Service, PowerPoint, Microsoft Word, Non-profits, Nonprofits, Teamwork, Research, Access, Training, Program Management, Editing
Education
Christopher Newport University 2006 — 2010
Bachelor of Arts, Communication Studies
Conestoga High School 2002 — 2006
TV Production
Royall & Company January 2015 - Present
SunTrust Investment Services April 2011 - December 2014
Young Life's Saranac Village May 2009 - September 2010
US Senator Rick Santorum April 2006 - May 2006
Skills
Public Speaking, Microsoft Office, Social Media, Microsoft Excel, Marketing, Customer Service, PowerPoint, Microsoft Word, Non-profits, Nonprofits, Teamwork, Research, Access, Training, Program Management, Editing
Education
Christopher Newport University 2006 — 2010
Bachelor of Arts, Communication Studies
Conestoga High School 2002 — 2006
TV Production
Carl J Greene Carl J Greene's SunTrust Investment Services Experience August 2003 - March 2010
Job Senior Associate at Lawson Winchester Wealth Management
Industry Financial Services
Experience
Lawson Winchester Wealth Management, An Independent Firm March 2014 - Present
Wells Fargo Advisors April 2010 - March 2014
SunTrust Investment Services August 2003 - March 2010
Skills
Securities, Wealth, Investments, Finance, Investment Management, Financial Services, Portfolio Management, FINRA, Wealth Management, Retirement Planning, Series 63, Series 7, Mutual Funds, Wealth Management...
Education
Lee University 1983 — 1988
Lawson Winchester Wealth Management, An Independent Firm March 2014 - Present
Wells Fargo Advisors April 2010 - March 2014
SunTrust Investment Services August 2003 - March 2010
Skills
Securities, Wealth, Investments, Finance, Investment Management, Financial Services, Portfolio Management, FINRA, Wealth Management, Retirement Planning, Series 63, Series 7, Mutual Funds, Wealth Management...
Education
Lee University 1983 — 1988
Milton Rooks Milton Rooks's SunTrust Investment Services Experience July 2007 - July 2010
Job Financial Services Professional
Industry Financial Services
Experience
E*TRADE Financial 2010 - 2012
SunTrust Investment Services July 2007 - July 2010
Skills
Series 7, Series 63, Mutual Funds, Securities, Fixed Annuities, Asset Allocation, Wealth Management, Retirement, Retirement Planning, 401k, FINRA, Investment Advisory, Series 24, Series 65, Uniform Combined State..., Credit, Small Business
Education
Georgia Tech 1997 — 2002
Bachelor of Science (B.S.), Business Administration and Management, General
Southern Crescent Technical College 2013 — 2014
E*TRADE Financial 2010 - 2012
SunTrust Investment Services July 2007 - July 2010
Skills
Series 7, Series 63, Mutual Funds, Securities, Fixed Annuities, Asset Allocation, Wealth Management, Retirement, Retirement Planning, 401k, FINRA, Investment Advisory, Series 24, Series 65, Uniform Combined State..., Credit, Small Business
Education
Georgia Tech 1997 — 2002
Bachelor of Science (B.S.), Business Administration and Management, General
Southern Crescent Technical College 2013 — 2014
Peter Bielan Peter Bielan's SunTrust Investment Services Experience June 2000 - December 2006
Job Principal at Kehrer Bielan Research & Consulting
Industry Financial Services
Experience
Kehrer Bielan - Research and Consulting April 2012 - Present
Bielan Consulting, LLC 2010 - May 2012
SunTrust Bank January 2007 - October 2010
SunTrust Investment Services June 2000 - December 2006
SunTrust Insurance Services June 2000 - December 2006
Fifth Third Securities 1985 - 2000
Merrill Lynch 1983 - 1985
Skills
Risk Management, Investments, Portfolio Management, Business Strategy, Financial Services, Strategy, Mergers & Acquisitions, Sales Management, Wealth Management, Banking, Strategic Planning, Business Analysis, Mergers, Securities, Management, Strategic Financial..., Leadership, Management Consulting, Business Planning, Insurance, Mutual Funds, Sales Process, Series 7, Financial Management, Teamwork, Change Management, Program Management, Process Improvement, Team Leadership, Business Process..., P&L Management, New Business Development, Organizational..., Coaching, Investment Advisory, Alternative Investments, Financial Analysis, Asset Allocation, Asset Managment, Retirement Planning, Wealth Management..., Finance, 401k, Problem Solving, Business Management, Investment Strategies, Investment Management, Financial Advisory
Education
Baldwin-Wallace College 1979 — 1983
B.A.
Kehrer Bielan - Research and Consulting April 2012 - Present
Bielan Consulting, LLC 2010 - May 2012
SunTrust Bank January 2007 - October 2010
SunTrust Investment Services June 2000 - December 2006
SunTrust Insurance Services June 2000 - December 2006
Fifth Third Securities 1985 - 2000
Merrill Lynch 1983 - 1985
Skills
Risk Management, Investments, Portfolio Management, Business Strategy, Financial Services, Strategy, Mergers & Acquisitions, Sales Management, Wealth Management, Banking, Strategic Planning, Business Analysis, Mergers, Securities, Management, Strategic Financial..., Leadership, Management Consulting, Business Planning, Insurance, Mutual Funds, Sales Process, Series 7, Financial Management, Teamwork, Change Management, Program Management, Process Improvement, Team Leadership, Business Process..., P&L Management, New Business Development, Organizational..., Coaching, Investment Advisory, Alternative Investments, Financial Analysis, Asset Allocation, Asset Managment, Retirement Planning, Wealth Management..., Finance, 401k, Problem Solving, Business Management, Investment Strategies, Investment Management, Financial Advisory
Education
Baldwin-Wallace College 1979 — 1983
B.A.
Jogesh Bagga Jogesh Bagga's SunTrust Investment Services Experience 2002 - 2004
Job Senior Vice President at SunTrust
Industry Banking
Experience
SunTrust April 2015 - Present
PNC Bank November 2008 - April 2015
Chevy Chase Bank 2006 - October 2008
Wachovia Bank 1996 - 2005
SunTrust Investment Services 2002 - 2004
Skills
Commercial Lending, Commercial Banking, Credit Analysis, Portfolio Management, Wealth Management, Financial Analysis, Financial Modeling, Trusted Business Advisor, Connecting People, Investment Advisory, Business Development, Business Networking, Social Networking, Relationship Management, Sales Management, Underwriting, Finance, Banking, Loans, Financial Services, Strategic Financial..., Credit, Strategy
Education
Clarion University of Pennsylvania 1990 — 1992
MBA
Delhi University 1987 — 1990
Bachelor of Business Administration
SunTrust April 2015 - Present
PNC Bank November 2008 - April 2015
Chevy Chase Bank 2006 - October 2008
Wachovia Bank 1996 - 2005
SunTrust Investment Services 2002 - 2004
Skills
Commercial Lending, Commercial Banking, Credit Analysis, Portfolio Management, Wealth Management, Financial Analysis, Financial Modeling, Trusted Business Advisor, Connecting People, Investment Advisory, Business Development, Business Networking, Social Networking, Relationship Management, Sales Management, Underwriting, Finance, Banking, Loans, Financial Services, Strategic Financial..., Credit, Strategy
Education
Clarion University of Pennsylvania 1990 — 1992
MBA
Delhi University 1987 — 1990
Bachelor of Business Administration
Christina Kramer Christina Kramer's SunTrust Investment Services Experience 2001 - 2004
Job Compliance Officer/Associate Vice President/Investment Advisor Representative
Industry Financial Services
Experience
Primerica March 2012 - Present
Renegar-Driggers Machinery 2008 - Present
MacKenzie Young Advisors 2008 - March 2012
Edward Jones 2007 - 2008
Wachovia Wealth Management 2006 - 2007
SunTrust Investment Services 2001 - 2004
Skills
Strategic Financial..., Investments, Portfolio Management, Finance, Banking, Financial Analysis, Financial Reporting, Insurance, Management, Investment Banking, Financial Services, Investment Advisory, Financial Advisory, Investment Advisory..., Asset Allocation
Education
Georgia State University - J. Mack Robinson College of Business 2009 — 2011
MBA, General Business with an emphasis in Finance
The University of Tennessee at Chattanooga 2002 — 2004
Masters, Elementary Education
The University of Tennessee at Chattanooga 1997 — 2001
B.S., Finance
Primerica March 2012 - Present
Renegar-Driggers Machinery 2008 - Present
MacKenzie Young Advisors 2008 - March 2012
Edward Jones 2007 - 2008
Wachovia Wealth Management 2006 - 2007
SunTrust Investment Services 2001 - 2004
Skills
Strategic Financial..., Investments, Portfolio Management, Finance, Banking, Financial Analysis, Financial Reporting, Insurance, Management, Investment Banking, Financial Services, Investment Advisory, Financial Advisory, Investment Advisory..., Asset Allocation
Education
Georgia State University - J. Mack Robinson College of Business 2009 — 2011
MBA, General Business with an emphasis in Finance
The University of Tennessee at Chattanooga 2002 — 2004
Masters, Elementary Education
The University of Tennessee at Chattanooga 1997 — 2001
B.S., Finance
Alan Liljegren Alan Liljegren's SunTrust Investment Services Experience May 2004 - May 2007
Job Vice President Director of Sales and Marketing at PMReview
Industry Insurance
Experience
PMReview September 2011 - Present
PMReview September 2011 - Present
UBS November 2008 - September 2011
Morgan Stanley December 2007 - November 2008
JPMorgan Chase May 2007 - December 2007
SunTrust Investment Services May 2004 - May 2007
Skills
Fixed Annuities, Insurance, Retirement Planning, Investments, Mutual Funds, Health Insurance, Life Insurance, Term Life Insurance, Strategic Financial..., Risk Management, Financial Services, Financial Analysis, Series 7, Banking, Series 63, Sales Operations, Marketing Management, Long-term Care, Long Term Care Insurance, IRAs, Retirement, Financial Planning, Disability Insurance, Underwriting
Education
University of Florida 1996 — 1999
Bachelor of Arts, English/Anthropology
Santa Fe Community College 1995 — 1996
AA, English/Anthropology
Greensboro College 1992 — 1995
Psychology
PMReview September 2011 - Present
PMReview September 2011 - Present
UBS November 2008 - September 2011
Morgan Stanley December 2007 - November 2008
JPMorgan Chase May 2007 - December 2007
SunTrust Investment Services May 2004 - May 2007
Skills
Fixed Annuities, Insurance, Retirement Planning, Investments, Mutual Funds, Health Insurance, Life Insurance, Term Life Insurance, Strategic Financial..., Risk Management, Financial Services, Financial Analysis, Series 7, Banking, Series 63, Sales Operations, Marketing Management, Long-term Care, Long Term Care Insurance, IRAs, Retirement, Financial Planning, Disability Insurance, Underwriting
Education
University of Florida 1996 — 1999
Bachelor of Arts, English/Anthropology
Santa Fe Community College 1995 — 1996
AA, English/Anthropology
Greensboro College 1992 — 1995
Psychology
Chuck Pope Chuck Pope's SunTrust Investment Services Experience 2004 - 2007
Job President at Pope Capital LLC
Industry Financial Services
Experience
Pope Capital LLC 2009 - Present
Wells Fargo Advisors 2007 - 2009
SunTrust Investment Services 2004 - 2007
Merrill Lynch Investment Managers 1999 - 2001
Beaulieu Of America 1994 - 1998
Skills
Wealth Management, Investments, Equities, Securities, Strategic Financial..., Trading, Retirement Planning, Swing Trading, Estate Planning, Life Insurance, Long Term Care Insurance, 401k, Fixed Income, Mergers & Acquisitions, Alternative Investments, Finance, ETFs, Series 24, Retirement, Risk Management, Hedge Funds, Financial Analysis, Technical Analysis, FINRA, Capital Markets, Investment Management, Financial Services, Stocks
Education
Georgia Institute of Technology 1989 — 1993
BS, MANAGEMENT
Georgia Institute of Technology 1970 — 1990
Bachelor of Science (B.S.), Business Administration and Management, General
Roswell High School 1984 — 1988
Required, Required
Pope Capital LLC 2009 - Present
Wells Fargo Advisors 2007 - 2009
SunTrust Investment Services 2004 - 2007
Merrill Lynch Investment Managers 1999 - 2001
Beaulieu Of America 1994 - 1998
Skills
Wealth Management, Investments, Equities, Securities, Strategic Financial..., Trading, Retirement Planning, Swing Trading, Estate Planning, Life Insurance, Long Term Care Insurance, 401k, Fixed Income, Mergers & Acquisitions, Alternative Investments, Finance, ETFs, Series 24, Retirement, Risk Management, Hedge Funds, Financial Analysis, Technical Analysis, FINRA, Capital Markets, Investment Management, Financial Services, Stocks
Education
Georgia Institute of Technology 1989 — 1993
BS, MANAGEMENT
Georgia Institute of Technology 1970 — 1990
Bachelor of Science (B.S.), Business Administration and Management, General
Roswell High School 1984 — 1988
Required, Required
Christine Feldpausch, CAMS, CFE Christine Feldpausch, CAMS, CFE's SunTrust Investment Services Experience July 2013 - Present
Job Group Supervisory Specialist at SunTrust Investment Services
Industry Financial Services
Experience
SunTrust Investment Services July 2013 - Present
Assoc. of Certified Anti-Money Laundering Specialists (ACAMS) July 2011 - April 2014
Cary Street Partners May 2007 - June 2013
Wachovia Securities, LLC October 2000 - February 2004
Alex Brown & Sons, Inc. January 1997 - October 2000
Provident Bank of Maryland January 1994 - January 1997
Education
Campbell University 1989 — 1992
Bachelor of Science - Education
SunTrust Investment Services July 2013 - Present
Assoc. of Certified Anti-Money Laundering Specialists (ACAMS) July 2011 - April 2014
Cary Street Partners May 2007 - June 2013
Wachovia Securities, LLC October 2000 - February 2004
Alex Brown & Sons, Inc. January 1997 - October 2000
Provident Bank of Maryland January 1994 - January 1997
Education
Campbell University 1989 — 1992
Bachelor of Science - Education
Dana Lyon Dana Lyon's SunTrust Investment Services Experience December 2006 - May 2008
Job at Merrill Lynch Global Wealth Management
Industry Financial Services
Experience
Merrill Lynch May 2011 - Present
TD Ameritrade May 2008 - July 2009
SunTrust Investment Services December 2006 - May 2008
InvestLinc March 2005 - December 2006
Charles Schwab August 2002 - March 2005
Charles Schwab December 2000 - August 2002
Charles Schwab June 1997 - December 2000
American Express Financial Advisors April 1993 - June 1997
Skills
Estate Planning
Education
Kennesaw State University - Michael J. Coles College of Business 1996 — 1999
Masters, MBA
Florida State University 1983 — 1988
Bachelors, Finance
Merrill Lynch May 2011 - Present
TD Ameritrade May 2008 - July 2009
SunTrust Investment Services December 2006 - May 2008
InvestLinc March 2005 - December 2006
Charles Schwab August 2002 - March 2005
Charles Schwab December 2000 - August 2002
Charles Schwab June 1997 - December 2000
American Express Financial Advisors April 1993 - June 1997
Skills
Estate Planning
Education
Kennesaw State University - Michael J. Coles College of Business 1996 — 1999
Masters, MBA
Florida State University 1983 — 1988
Bachelors, Finance
Donald Jankowski, CFP Donald Jankowski, CFP's SunTrust Investment Services Experience April 2005 - February 2010
Job Investment Executive at Fifth Third Bank
Industry Banking
Experience
Fifth Third Bank July 2014 - Present
Raymond James Financial Inc. March 2010 - July 2014
SunTrust Investment Services April 2005 - February 2010
SouthTrust Bank March 2000 - April 2005
Skills
Wealth Management, Series 7, Series 63, Mutual Funds, Finance, Asset Management, Portfolio Management, Asset Allocation, Investment Advisory, Retirement Planning, Retirement, Asset Managment, Strategic Planning, Securities, Uniform Combined State..., Investments, Strategic Financial..., Alternative Investments, FINRA, Investment Strategies, Customer Service, Equities
Education
College of Financial Planning 2004 — 2006
CFP, Certified Financial Planner
Florida State University 1983 — 1985
BA, Economics
University of South Florida 1984 — 1984
Bachelor's degree, International Affairs
St. Petersburg College 1980 — 1982
AA, Genaral
Fifth Third Bank July 2014 - Present
Raymond James Financial Inc. March 2010 - July 2014
SunTrust Investment Services April 2005 - February 2010
SouthTrust Bank March 2000 - April 2005
Skills
Wealth Management, Series 7, Series 63, Mutual Funds, Finance, Asset Management, Portfolio Management, Asset Allocation, Investment Advisory, Retirement Planning, Retirement, Asset Managment, Strategic Planning, Securities, Uniform Combined State..., Investments, Strategic Financial..., Alternative Investments, FINRA, Investment Strategies, Customer Service, Equities
Education
College of Financial Planning 2004 — 2006
CFP, Certified Financial Planner
Florida State University 1983 — 1985
BA, Economics
University of South Florida 1984 — 1984
Bachelor's degree, International Affairs
St. Petersburg College 1980 — 1982
AA, Genaral
Francisco Fuentes, CFP®'s SunTrust Investment Services Experience August 1999 - September 2000
Job Registered Representative at Cetera Financial Specialists LLC
Industry Investment Management
Experience
Cetera Financial Specialists LLC November 2005 - Present
Compass Wealth Management, LLC March 2008 - May 2009
National Life of Vermont January 2005 - November 2005
VALIC and AIG Annuity October 2000 - September 2004
SunTrust Investment Services August 1999 - September 2000
Skills
Retirement Planning, Insurance, Estate Planning, Financial Services, Investments, Asset Allocation, Investment Advisory, Life Insurance, Finance, Portfolio Management, Series 7
Education
Florida International University - College of Business 1988 — 1994
BBA, Marketing and International Business
Belen Jesuit Preparatory School 1982 — 1988
Cetera Financial Specialists LLC November 2005 - Present
Compass Wealth Management, LLC March 2008 - May 2009
National Life of Vermont January 2005 - November 2005
VALIC and AIG Annuity October 2000 - September 2004
SunTrust Investment Services August 1999 - September 2000
Skills
Retirement Planning, Insurance, Estate Planning, Financial Services, Investments, Asset Allocation, Investment Advisory, Life Insurance, Finance, Portfolio Management, Series 7
Education
Florida International University - College of Business 1988 — 1994
BBA, Marketing and International Business
Belen Jesuit Preparatory School 1982 — 1988
Alanna Bragg Alanna Bragg's SunTrust Investment Services Experience April 2010 - January 2011
Job Professional Development Coordinator at Kurt Salmon
Industry Human Resources
Experience
Kurt Salmon May 2014 - Present
ICF International January 2011 - May 2014
SunTrust Investment Services April 2010 - January 2011
Eclipsys Corporation January 2008 - October 2008
PricewaterhouseCoopers February 2003 - January 2007
Wellington Management January 2001 - January 2003
Skills
Human Resources, Recruiting, Onboarding, Training, Employee Relations, Temporary Placement, PeopleSoft, Organizational..., Time Management, Applicant Tracking..., Microsoft Office, Program Management, Talent Acquisition, College Recruiting, Public Speaking, Process Improvement, Leadership, Staff Development, Interviews, Employee Benefits, HRIS, Outlook, PowerPoint, Microsoft Excel, Lotus Notes, Talent Management, Research, SharePoint, Taleo, Interview Preparation, Behavioral Interviewing, Conducting Interviews, Sourcing
Education
Strayer University 2014 — 2015
Master of Science (M.S.), Human Resources Management
Virginia State University 1994 — 1998
Bachelor of Arts, English/Mass Communications
Boston Latin School 1988 — 1994
Kurt Salmon May 2014 - Present
ICF International January 2011 - May 2014
SunTrust Investment Services April 2010 - January 2011
Eclipsys Corporation January 2008 - October 2008
PricewaterhouseCoopers February 2003 - January 2007
Wellington Management January 2001 - January 2003
Skills
Human Resources, Recruiting, Onboarding, Training, Employee Relations, Temporary Placement, PeopleSoft, Organizational..., Time Management, Applicant Tracking..., Microsoft Office, Program Management, Talent Acquisition, College Recruiting, Public Speaking, Process Improvement, Leadership, Staff Development, Interviews, Employee Benefits, HRIS, Outlook, PowerPoint, Microsoft Excel, Lotus Notes, Talent Management, Research, SharePoint, Taleo, Interview Preparation, Behavioral Interviewing, Conducting Interviews, Sourcing
Education
Strayer University 2014 — 2015
Master of Science (M.S.), Human Resources Management
Virginia State University 1994 — 1998
Bachelor of Arts, English/Mass Communications
Boston Latin School 1988 — 1994
Mickey Cheung Mickey Cheung's SunTrust Investment Services Experience September 2005 - January 2007
Job Sr. Institutional and Cardiovascular Sales Specialist at The Janssen Pharmaceutical Companies of Johnson & Johnson
Industry Pharmaceuticals
Experience
The Janssen Pharmaceutical Companies of Johnson & Johnson 2015 - Present
Daiichi Sankyo 2008 - 2015
Schering Plough, HomeAgain January 2007 - June 2008
SunTrust Investment Services September 2005 - January 2007
Skills
Pharmaceutical Sales, Sales Operations, Cardiology, Pharmaceutical Industry, Sales Effectiveness, Medical Devices, Selling, Sales Force Development, Managed Care, Account Management, Nephrology, Cold Calling, Diabetes, Endocrinology, Training, Strategic Planning, Direct Sales, Sales Process, Oncology, Healthcare
Education
Florida Institute of Technology 2001 — 2003
bachelor, Business
The Janssen Pharmaceutical Companies of Johnson & Johnson 2015 - Present
Daiichi Sankyo 2008 - 2015
Schering Plough, HomeAgain January 2007 - June 2008
SunTrust Investment Services September 2005 - January 2007
Skills
Pharmaceutical Sales, Sales Operations, Cardiology, Pharmaceutical Industry, Sales Effectiveness, Medical Devices, Selling, Sales Force Development, Managed Care, Account Management, Nephrology, Cold Calling, Diabetes, Endocrinology, Training, Strategic Planning, Direct Sales, Sales Process, Oncology, Healthcare
Education
Florida Institute of Technology 2001 — 2003
bachelor, Business
Anita Lynch Anita Lynch's SunTrust Investment Services Experience December 2001 - August 2007
Job Registered Sales Associate II at Raymond James
Industry Financial Services
Experience
Raymond James January 2011 - Present
Morgan Keegan & Co., Inc. August 2007 - July 2009
SunTrust Investment Services December 2001 - August 2007
Nationwide Financial March 1994 - March 2001
Skills
Series 6, Series 7,...
Education
Franklin University
Bachelor of Business Administration (BBA)
Raymond James January 2011 - Present
Morgan Keegan & Co., Inc. August 2007 - July 2009
SunTrust Investment Services December 2001 - August 2007
Nationwide Financial March 1994 - March 2001
Skills
Series 6, Series 7,...
Education
Franklin University
Bachelor of Business Administration (BBA)
Michael Bolanis Michael Bolanis's SunTrust Investment Services Experience August 2013 - May 2015
Job Independent Financial and Retirement Consultant seeking new opportunities
Industry Financial Services
Experience
SunTrust Investment Services August 2013 - May 2015
MetLife April 2012 - August 2013
Lincoln Financial Group January 2001 - January 2011
Lincoln Financial Group November 2005 - November 2009
Lincoln Financial Group November 2001 - November 2005
Evergreen Investment Services January 1999 - January 2000
PaineWebber October 1997 - July 1999
Bolan's Candies January 1994 - January 1997
Skills
Retirement Planning, Series 63, Series 7, Series 24, Investments, Retirement, Finance, Mutual Funds, Financial Services, Strategic Planning, Asset Management, IRAs, 401k, 403 b, 457 Plans
Education
Cornell University 1990 — 1994
BS, Hotel Administration
Shady Side Academy 1979 — 1990
SunTrust Investment Services August 2013 - May 2015
MetLife April 2012 - August 2013
Lincoln Financial Group January 2001 - January 2011
Lincoln Financial Group November 2005 - November 2009
Lincoln Financial Group November 2001 - November 2005
Evergreen Investment Services January 1999 - January 2000
PaineWebber October 1997 - July 1999
Bolan's Candies January 1994 - January 1997
Skills
Retirement Planning, Series 63, Series 7, Series 24, Investments, Retirement, Finance, Mutual Funds, Financial Services, Strategic Planning, Asset Management, IRAs, 401k, 403 b, 457 Plans
Education
Cornell University 1990 — 1994
BS, Hotel Administration
Shady Side Academy 1979 — 1990
Scott Pooch's SunTrust Investment Services Experience June 2008 - September 2009
Job Building Retirement Readiness on the Foundation of Physical and Financial Wellness.
Industry Financial Services
Experience
Integrated Retirement Solutions 2014 - Present
Benetech, Inc June 2013 - July 2014
Nationwide Insurance July 2002 - April 2011
SunTrust Investment Services June 2008 - September 2009
Skills
Underwriting, Retirement Planning, 401k, Retirement, Fixed Annuities, Financial Advisory, Trading, Series 63, Investments, Cold Calling, Building Relationships, Insurance, Tax, Life Insurance, Sales, Pensions, Defined Benefit, Public Speaking, Program Management, Mutual Funds, Finance, Financial Services, Employee Benefits, Series 7, Wealth Management, Series 6, IRAs, Strategic Financial..., Health Insurance, Disability Insurance, Financial Planners, Long-term Care, Financial Planning
Education
Liberty University 1987 — 1996
BS Education, PE, Social Science, Business
Integrated Retirement Solutions 2014 - Present
Benetech, Inc June 2013 - July 2014
Nationwide Insurance July 2002 - April 2011
SunTrust Investment Services June 2008 - September 2009
Skills
Underwriting, Retirement Planning, 401k, Retirement, Fixed Annuities, Financial Advisory, Trading, Series 63, Investments, Cold Calling, Building Relationships, Insurance, Tax, Life Insurance, Sales, Pensions, Defined Benefit, Public Speaking, Program Management, Mutual Funds, Finance, Financial Services, Employee Benefits, Series 7, Wealth Management, Series 6, IRAs, Strategic Financial..., Health Insurance, Disability Insurance, Financial Planners, Long-term Care, Financial Planning
Education
Liberty University 1987 — 1996
BS Education, PE, Social Science, Business
Dana (Pylilo) Zamrik Dana (Pylilo) Zamrik's SunTrust Investment Services Experience April 2011 - April 2012
Job Executive Consultant at Rodan + Fields Dermatologists
Industry Financial Services
Experience
Rodan + Fields Dermatologists April 2012 - Present
AXIS Neuromonitoring April 2012 - January 2014
SunTrust Investment Services April 2011 - April 2012
Morgan Stanley Smith Barney February 2009 - April 2011
HBA Philadelphia 2005 - 2010
Intra-Op Monitoring Services November 2006 - February 2009
EMD Serono March 2004 - June 2006
Pfizer Pharmaceuticals March 2003 - March 2004
Pharmacia March 2001 - March 2002
Searle June 2000 - March 2001
Skills
Customer Relations, Insurance, New Business Development, Sales Management, Strategic Planning
Education
Iona College 2002 — 2005
MBA, Management
Boston College 1994 — 1996
MSW, Clinical Social Work
Hofstra University 1990 — 1994
BA, Psychology & Business Majors
Cardinal Spellman High School 1986 — 1990
Rodan + Fields Dermatologists April 2012 - Present
AXIS Neuromonitoring April 2012 - January 2014
SunTrust Investment Services April 2011 - April 2012
Morgan Stanley Smith Barney February 2009 - April 2011
HBA Philadelphia 2005 - 2010
Intra-Op Monitoring Services November 2006 - February 2009
EMD Serono March 2004 - June 2006
Pfizer Pharmaceuticals March 2003 - March 2004
Pharmacia March 2001 - March 2002
Searle June 2000 - March 2001
Skills
Customer Relations, Insurance, New Business Development, Sales Management, Strategic Planning
Education
Iona College 2002 — 2005
MBA, Management
Boston College 1994 — 1996
MSW, Clinical Social Work
Hofstra University 1990 — 1994
BA, Psychology & Business Majors
Cardinal Spellman High School 1986 — 1990
Jessica Levkoff Keisler Jessica Levkoff Keisler's SunTrust Investment Services Experience December 2009 - December 2010
Job High School Representative Culinary Specialist at The Art Institutes
Industry Financial Services
Experience
The Art Institutes October 2012 - Present
Levy Financial Group July 2012 - Present
Cupcake 2011 - Present
Blossom April 2011 - October 2011
SunTrust Investment Services December 2009 - December 2010
Skills
Series 7, Series 63, Series 65, Training, Marketing, Event Management
Education
College of Charleston 2004 — 2008
Bachelor of Arts (B.A.), Business Administration and Management, General
CIC
The Art Institutes October 2012 - Present
Levy Financial Group July 2012 - Present
Cupcake 2011 - Present
Blossom April 2011 - October 2011
SunTrust Investment Services December 2009 - December 2010
Skills
Series 7, Series 63, Series 65, Training, Marketing, Event Management
Education
College of Charleston 2004 — 2008
Bachelor of Arts (B.A.), Business Administration and Management, General
CIC
Emmet Martin, CIMA, CFP Emmet Martin, CIMA, CFP's SunTrust Investment Services Experience July 2007 - September 2008
Job Financial Planning Practicioner
Industry Financial Services
Experience
Trustmont Goup, Inc September 2008 - Present
SunTrust Investment Services July 2007 - September 2008
Wachovia Securities, LLC July 2000 - July 2007
Skills
Portfolio Construction, Asset Management, ERISA Advisory Services, Estate Planning, ERISA
Education
Clemson University 1983 — 1987
Bachelor of Science, Mathematical Sciences
Trustmont Goup, Inc September 2008 - Present
SunTrust Investment Services July 2007 - September 2008
Wachovia Securities, LLC July 2000 - July 2007
Skills
Portfolio Construction, Asset Management, ERISA Advisory Services, Estate Planning, ERISA
Education
Clemson University 1983 — 1987
Bachelor of Science, Mathematical Sciences
Gregory Webster's SunTrust Investment Services Experience February 2004 - July 2008
Job Regional Sales DirectorSouth at Arrow Funds
Industry Financial Services
Experience
Arrow Funds March 2014 - Present
NexBank Securities Inc., an affiliate of Highland Capital/ PYXIS Funds January 2009 - November 2012
Trusco Capital Management February 2004 - July 2008
SunTrust Investment Services February 2004 - July 2008
RidgeWorth Capital Management 2004 - 2008
Edward Jones 2001 - 2004
Lord Abbett June 1998 - February 2001
Edward Jones 1996 - 1998
Skills
Series 7, Mutual Funds, Investment Strategies, Investment Advisory, Series 63, Hedge Funds, Alternative Investments, Separately Managed..., Series 65, Asset Allocation, Asset Management, Investments, Fixed Income, Equities, Portfolio Management, ETFs, Fixed Annuities, Financial Services, Investment Management, Finance, Wealth Management, Bonds, Options, 401k, Securities, Series 24, Retirement, FINRA, Uniform Combined State..., Series 6, Financial Advisory, Retirement Planning, Financial Planners, Wealth Management..., Pensions, Strategic Financial..., High Net Worth..., Qualified Retirement..., Financial Markets, Trading, IRAs
Education
Bucknell University 1992 — 1996
Bachelor of Science (BS), Business Administration and Management, General
Arrow Funds March 2014 - Present
NexBank Securities Inc., an affiliate of Highland Capital/ PYXIS Funds January 2009 - November 2012
Trusco Capital Management February 2004 - July 2008
SunTrust Investment Services February 2004 - July 2008
RidgeWorth Capital Management 2004 - 2008
Edward Jones 2001 - 2004
Lord Abbett June 1998 - February 2001
Edward Jones 1996 - 1998
Skills
Series 7, Mutual Funds, Investment Strategies, Investment Advisory, Series 63, Hedge Funds, Alternative Investments, Separately Managed..., Series 65, Asset Allocation, Asset Management, Investments, Fixed Income, Equities, Portfolio Management, ETFs, Fixed Annuities, Financial Services, Investment Management, Finance, Wealth Management, Bonds, Options, 401k, Securities, Series 24, Retirement, FINRA, Uniform Combined State..., Series 6, Financial Advisory, Retirement Planning, Financial Planners, Wealth Management..., Pensions, Strategic Financial..., High Net Worth..., Qualified Retirement..., Financial Markets, Trading, IRAs
Education
Bucknell University 1992 — 1996
Bachelor of Science (BS), Business Administration and Management, General
Russell Towle Russell Towle's SunTrust Investment Services Experience January 2007 - April 2012
Job VP, Branch Manager at Charles Schwab
Industry Investment Management
Experience
Charles Schwab August 2012 - Present
SunTrust Investment Services January 2007 - April 2012
Fifth Third Securities November 2006 - December 2007
Charles Schwab 2003 - 2004
Skills
Series 7, Series 24, Mutual Funds, Investment Advisory, Series 63, Series 65, Wealth Management, Asset Allocation, Team Leadership, Investment Strategies, Investments, FINRA, Uniform Combined State..., Investment Sales, Financial Services, Banking, Retirement Planning, Asset Management, Securities, Retirement, Private Banking, Relationship Management, Portfolio Management, Financial Advisory, Strategic Financial..., Alternative Investments, Wealth Management..., 401k, Bonds, Fixed Annuities, Investment Management
Education
Ferris State University
BS Applied Biology
Western Michigan University
MBA
Charles Schwab August 2012 - Present
SunTrust Investment Services January 2007 - April 2012
Fifth Third Securities November 2006 - December 2007
Charles Schwab 2003 - 2004
Skills
Series 7, Series 24, Mutual Funds, Investment Advisory, Series 63, Series 65, Wealth Management, Asset Allocation, Team Leadership, Investment Strategies, Investments, FINRA, Uniform Combined State..., Investment Sales, Financial Services, Banking, Retirement Planning, Asset Management, Securities, Retirement, Private Banking, Relationship Management, Portfolio Management, Financial Advisory, Strategic Financial..., Alternative Investments, Wealth Management..., 401k, Bonds, Fixed Annuities, Investment Management
Education
Ferris State University
BS Applied Biology
Western Michigan University
MBA
Brian Treby Brian Treby's SunTrust Investment Services Experience September 2008 - December 2009
Job Treby Law Firm, LLC
Industry Law Practice
Experience
Treby Law Firm, LLC June 2010 - Present
YWCA of Tampa Bay May 2014 - July 2015
YWCA of Tampa Bay 2006 - July 2015
Leadership St. Pete Alumni Association, Inc. June 2013 - June 2014
Leadership St. Pete Alumni Association, Inc. July 2012 - June 2013
Bayfront Health Foundation 2009 - 2012
SunTrust Investment Services September 2008 - December 2009
SunTrust Bank December 2007 - September 2008
Fisher & Sauls, P.A. January 2005 - December 2007
Leadership St. Pete 2006 - 2006
Skills
Asset Protection, Contract Negotiation, Corporate Law, Estate Planning, Due Diligence, Estate Tax Planning, Financial Analysis, High Net Worth..., Litigation, Mergers, Tax, Trusts, Wealth Management, Nonprofits, Public Speaking, Leadership, Insurance, Legal Writing, Mergers, Management, Small Business, Strategic Planning, Tax Law, Project Planning
Education
Georgetown University Law Center 2000 — 2002
LL.M., Tax
Mercer University - Walter F. George School of Law 1997 — 2000
J.D., Law
Florida State University 1990 — 1994
B.S., Political Science
Treby Law Firm, LLC June 2010 - Present
YWCA of Tampa Bay May 2014 - July 2015
YWCA of Tampa Bay 2006 - July 2015
Leadership St. Pete Alumni Association, Inc. June 2013 - June 2014
Leadership St. Pete Alumni Association, Inc. July 2012 - June 2013
Bayfront Health Foundation 2009 - 2012
SunTrust Investment Services September 2008 - December 2009
SunTrust Bank December 2007 - September 2008
Fisher & Sauls, P.A. January 2005 - December 2007
Leadership St. Pete 2006 - 2006
Skills
Asset Protection, Contract Negotiation, Corporate Law, Estate Planning, Due Diligence, Estate Tax Planning, Financial Analysis, High Net Worth..., Litigation, Mergers, Tax, Trusts, Wealth Management, Nonprofits, Public Speaking, Leadership, Insurance, Legal Writing, Mergers, Management, Small Business, Strategic Planning, Tax Law, Project Planning
Education
Georgetown University Law Center 2000 — 2002
LL.M., Tax
Mercer University - Walter F. George School of Law 1997 — 2000
J.D., Law
Florida State University 1990 — 1994
B.S., Political Science
Kamaria George Kamaria George's SunTrust Investment Services Experience 2008 - 2009
Job Administrative Assistant looking to bring value to a firm
Industry Investment Banking
Experience
Wells Fargo Capital Finance May 2014 - Present
New England Financial May 2012 - December 2012
In Transition June 2009 - April 2012
Independent Assignments May 2009 - April 2012
SunTrust Investment Services 2008 - 2009
SunTrust Investment Services February 2007 - July 2008
SunTrust Investment Services, Alexander Key May 2006 - January 2007
SunTrust Robinson Humphrey November 2005 - February 2006
SunTrust Robinson Humphrey November 1999 - November 2005
Alliance Theatre 1996 - 1997
Skills
Financial Analysis, Accounting
Education
Spelman College 1994 — 1996
BA, Theatre
Hampton University 1991 — 1993
Wells Fargo Capital Finance May 2014 - Present
New England Financial May 2012 - December 2012
In Transition June 2009 - April 2012
Independent Assignments May 2009 - April 2012
SunTrust Investment Services 2008 - 2009
SunTrust Investment Services February 2007 - July 2008
SunTrust Investment Services, Alexander Key May 2006 - January 2007
SunTrust Robinson Humphrey November 2005 - February 2006
SunTrust Robinson Humphrey November 1999 - November 2005
Alliance Theatre 1996 - 1997
Skills
Financial Analysis, Accounting
Education
Spelman College 1994 — 1996
BA, Theatre
Hampton University 1991 — 1993
Tiffany L. Hollinger Tiffany L. Hollinger's SunTrust Investment Services Experience March 2003 - January 2006
Job Ask TiffanyH
Industry Executive Office
Experience
Ask TiffanyH March 2015 - Present
American Heart Association American Stroke Association April 2013 - February 2015
HOLLINGER Financial January 2006 - April 2013
The White House Project 2010 - 2010
SunTrust Investment Services March 2003 - January 2006
M&T Bank June 2001 - March 2003
American Express Financial Advisors 2000 - 2001
KeyBank 1998 - 2000
Huntington National Bank 1995 - 1997
Skills
Investments, Retirement Planning, Retirement, Fundraising, Strategy, Small Business, Strategic Financial..., Finance, Program Management, Team Building, Business Planning, Estate Planning, Fixed Annuities, Event Planning, Banking, Financial Planning, Asset Allocation, Asset Management, Credit, Investment Advisory, Loans, Mutual Funds, Annuities, Fundra, Nonprofits, Non-profit Leadership, Non-profit Board..., Public Speaking, Strategic Planning
Education
Ursuline College
Master of Business Administration (MBA)
Georgetown University 2004 — 2004
Certificate of Financial Planning
The Ohio State University
BS, Economics
Shaker Heights High School
Ask TiffanyH March 2015 - Present
American Heart Association American Stroke Association April 2013 - February 2015
HOLLINGER Financial January 2006 - April 2013
The White House Project 2010 - 2010
SunTrust Investment Services March 2003 - January 2006
M&T Bank June 2001 - March 2003
American Express Financial Advisors 2000 - 2001
KeyBank 1998 - 2000
Huntington National Bank 1995 - 1997
Skills
Investments, Retirement Planning, Retirement, Fundraising, Strategy, Small Business, Strategic Financial..., Finance, Program Management, Team Building, Business Planning, Estate Planning, Fixed Annuities, Event Planning, Banking, Financial Planning, Asset Allocation, Asset Management, Credit, Investment Advisory, Loans, Mutual Funds, Annuities, Fundra, Nonprofits, Non-profit Leadership, Non-profit Board..., Public Speaking, Strategic Planning
Education
Ursuline College
Master of Business Administration (MBA)
Georgetown University 2004 — 2004
Certificate of Financial Planning
The Ohio State University
BS, Economics
Shaker Heights High School
David Josephsohn's SunTrust Investment Services Experience 2005 - 2007
Job Management and Compliance Professional, Financial Services
Industry Financial Services
Experience
LPL Financial 2009 - Present
LPL Financial February 2008 - 2009
SunTrust Investment Services 2005 - 2007
Charles Schwab 1999 - 2005
Charles Schwab 1992 - 1999
Skills
Leadership, Training, Banking, Business Development, Management, Coaching, Insurance, Sales, Financial Services, Securities
Education
Guilford College 1965 — 1973
B.S.
LPL Financial 2009 - Present
LPL Financial February 2008 - 2009
SunTrust Investment Services 2005 - 2007
Charles Schwab 1999 - 2005
Charles Schwab 1992 - 1999
Skills
Leadership, Training, Banking, Business Development, Management, Coaching, Insurance, Sales, Financial Services, Securities
Education
Guilford College 1965 — 1973
B.S.
Shannon Fowler Mize's SunTrust Investment Services Experience November 2009 - March 2013
Job Wealth Fulfillment Specialist at BB&T
Industry Banking
Experience
BB&T October 2013 - Present
SunTrust Mortgage March 2013 - October 2013
SunTrust Investment Services November 2009 - March 2013
SunTrust Bank November 2008 - December 2009
Skills
Loans, Credit, Banking, Credit Analysis, Retail Banking, Mortgage Lending, Deposits, Lines Of Credit, Mortgage Banking, Branch Management, Cash Management, Financial Education, Cross Selling, Branch Banking, ACH, New Business Development, Sales, Strategic Financial..., Customer Service, Loan Origination, Portfolio Management, Risk Management, Financial Services, Consumer Lending, Finance, Small Business Lending, Leadership, Relationship Management, Underwriting, Investments, Refinance, Financial Analysis, Credit Risk, Management, Financial Risk, Coaching, Wealth Management, Insurance, Real Estate, Residential Mortgages, Financial Planning
Education
Forsyth Technical Community College 1994 — 1996
Associate of Arts and Sciences (A.A.S.), Elementary Education and Teaching
BB&T October 2013 - Present
SunTrust Mortgage March 2013 - October 2013
SunTrust Investment Services November 2009 - March 2013
SunTrust Bank November 2008 - December 2009
Skills
Loans, Credit, Banking, Credit Analysis, Retail Banking, Mortgage Lending, Deposits, Lines Of Credit, Mortgage Banking, Branch Management, Cash Management, Financial Education, Cross Selling, Branch Banking, ACH, New Business Development, Sales, Strategic Financial..., Customer Service, Loan Origination, Portfolio Management, Risk Management, Financial Services, Consumer Lending, Finance, Small Business Lending, Leadership, Relationship Management, Underwriting, Investments, Refinance, Financial Analysis, Credit Risk, Management, Financial Risk, Coaching, Wealth Management, Insurance, Real Estate, Residential Mortgages, Financial Planning
Education
Forsyth Technical Community College 1994 — 1996
Associate of Arts and Sciences (A.A.S.), Elementary Education and Teaching
Kim Hunt Kim Hunt's SunTrust Investment Services Experience July 2001 - November 2001
Job Director, National Client Sales Support, CAR, CPM, PPMC
Industry Automotive
Experience
Manheim (Cox Automotive) October 2012 - Present
Manheim Digital December 2006 - October 2012
Manheim December 2006 - September 2008
TIB-The Independent BankersBank February 2003 - November 2006
SunTrust Investment Services July 2001 - November 2001
Bank of America October 1989 - June 2001
Skills
Process Improvement, Team Building, Program Management, Project Planning, Strategic Planning, Team Leadership, Change Management, Automotive, Leadership, Event Management, Business Process..., Banking, Sales, SDLC, Training, Employee Relations, Business Planning, Continuous Improvement, Strategy, Project Management, Business Development
Education
Appalachian State University 1986 — 1989
BS, Criminal Justice/Police Science
Appalachian State University
Criminal Justice
Manheim (Cox Automotive) October 2012 - Present
Manheim Digital December 2006 - October 2012
Manheim December 2006 - September 2008
TIB-The Independent BankersBank February 2003 - November 2006
SunTrust Investment Services July 2001 - November 2001
Bank of America October 1989 - June 2001
Skills
Process Improvement, Team Building, Program Management, Project Planning, Strategic Planning, Team Leadership, Change Management, Automotive, Leadership, Event Management, Business Process..., Banking, Sales, SDLC, Training, Employee Relations, Business Planning, Continuous Improvement, Strategy, Project Management, Business Development
Education
Appalachian State University 1986 — 1989
BS, Criminal Justice/Police Science
Appalachian State University
Criminal Justice
Patty Otterson, CIMA® Patty Otterson, CIMA®'s SunTrust Investment Services Experience June 2004 - July 2009
Job Senior Vice President, Investments at Otterson Allison Wealth Management Group of Raymond James
Industry Financial Services
Experience
Otterson Allison Wealth Management Group of Raymond James July 2009 - Present
SunTrust Investment Services June 2004 - July 2009
Prudential Securities August 1987 - June 2004
Dean Witter Reynolds 1982 - 1987
Ernst & Whinney 1980 - 1982
Skills
Investments, Finance, Securities, Tax, Financial Advisory, Mutual Funds, Retirement Planning
Education
Grove City College
Bachelor of Arts (B.A.), Accounting
University of Pennsylvania - The Wharton School
Certified Investment Management Analyst
Otterson Allison Wealth Management Group of Raymond James July 2009 - Present
SunTrust Investment Services June 2004 - July 2009
Prudential Securities August 1987 - June 2004
Dean Witter Reynolds 1982 - 1987
Ernst & Whinney 1980 - 1982
Skills
Investments, Finance, Securities, Tax, Financial Advisory, Mutual Funds, Retirement Planning
Education
Grove City College
Bachelor of Arts (B.A.), Accounting
University of Pennsylvania - The Wharton School
Certified Investment Management Analyst
Paula Chambers Paula Chambers's SunTrust Investment Services Experience May 2006 - October 2008
Job Regional Recruiter at Modern Woodmen of America
Industry Financial Services
Experience
Modern Woodmen of America January 2011 - Present
Modern Woodmen of America December 2008 - Present
SunTrust Investment Services May 2006 - October 2008
Northwestern Mutual July 2001 - September 2002
Merrill Lynch October 1998 - June 2001
Skills
Series 7 Licensed, Series 63, South Carolina..., Annuities, Retirement Planning, Retirement, Financial Planning, Investments, Fixed Annuities, Strategic Financial..., Insurance, 401k, IRAs, Financial Services, Finance, Estate Planning, Financial Advisory, Long-term Care, Mutual Funds, Disability Insurance, Long Term Care Insurance, Term Life Insurance, Life Insurance, Whole Life, Employee Benefits, Variable Annuities, Series 6, Wealth Accumulation, 401k Rollovers, Roth IRA, Wealth, 529 Plans, Wealth Management, Health Insurance, Securities, Universal Life, College Savings Plans
Education
Georgia College and State University 1997 — 2002
Accounting
Modern Woodmen of America January 2011 - Present
Modern Woodmen of America December 2008 - Present
SunTrust Investment Services May 2006 - October 2008
Northwestern Mutual July 2001 - September 2002
Merrill Lynch October 1998 - June 2001
Skills
Series 7 Licensed, Series 63, South Carolina..., Annuities, Retirement Planning, Retirement, Financial Planning, Investments, Fixed Annuities, Strategic Financial..., Insurance, 401k, IRAs, Financial Services, Finance, Estate Planning, Financial Advisory, Long-term Care, Mutual Funds, Disability Insurance, Long Term Care Insurance, Term Life Insurance, Life Insurance, Whole Life, Employee Benefits, Variable Annuities, Series 6, Wealth Accumulation, 401k Rollovers, Roth IRA, Wealth, 529 Plans, Wealth Management, Health Insurance, Securities, Universal Life, College Savings Plans
Education
Georgia College and State University 1997 — 2002
Accounting
Rodney C. Briggs Rodney C. Briggs's SunTrust Investment Services Experience July 2006 - July 2013
Job Branch Manager IV | Assistant VicePresident at SunTrust Bank
Industry Banking
Experience
SunTrust Bank September 2015 - Present
Fifth Third Bank July 2013 - September 2015
SunTrust Bank September 2007 - July 2013
SunTrust Investment Services July 2006 - July 2013
SunTrust Bank April 2012 - April 2013
SunTrust Bank April 2006 - August 2007
Skills
Microsoft Excel, PowerPoint, Business Development, Retirement Planning, Sales & Marketing..., Sales Management..., Written & Oral..., Sales Presentation..., Workshop Development, Financial Education, Data Analysis, Coaching, Consumer Lending, Finance, Sales, Small Business Lending, Commercial Lending, Commercial Banking, Retail Banking, Management, Credit Analysis, Banking, Loans, Credit, Mortgage Lending
Education
Longwood University
Business Administration and Management, General
SunTrust Bank September 2015 - Present
Fifth Third Bank July 2013 - September 2015
SunTrust Bank September 2007 - July 2013
SunTrust Investment Services July 2006 - July 2013
SunTrust Bank April 2012 - April 2013
SunTrust Bank April 2006 - August 2007
Skills
Microsoft Excel, PowerPoint, Business Development, Retirement Planning, Sales & Marketing..., Sales Management..., Written & Oral..., Sales Presentation..., Workshop Development, Financial Education, Data Analysis, Coaching, Consumer Lending, Finance, Sales, Small Business Lending, Commercial Lending, Commercial Banking, Retail Banking, Management, Credit Analysis, Banking, Loans, Credit, Mortgage Lending
Education
Longwood University
Business Administration and Management, General
Anthony A. Rodriguez's SunTrust Investment Services Experience August 2008 - May 2012
Job Senior Investment Associate at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation October 2014 - Present
SunTrust Investment Services August 2008 - May 2012
Regions Bank August 2007 - August 2008
Aerospace Services & Parts June 2006 - August 2007
Skills
Finance, Financial Analysis, Sales, Spanish, Economics, Investments, CRM, Portfolio Management, Social Media, Public Speaking, Financial Modeling, Data Analysis, Microsoft Office, Time Management, Microsoft Excel, VBA, Pivot Tables, Python, HTML5, CSS, Statistical Data..., Business Objects
Education
Florida State University - College of Business 2013 — 2014
Master of Science in Finance
Florida State University - College of Business 2012 — 2013
Master of Business Administration (MBA)
Florida International University
Bachelor of Arts (B.A.), Liberal Studies
Christopher Columbus High School 1999 — 2003
High School Diploma
Northern Trust Corporation October 2014 - Present
SunTrust Investment Services August 2008 - May 2012
Regions Bank August 2007 - August 2008
Aerospace Services & Parts June 2006 - August 2007
Skills
Finance, Financial Analysis, Sales, Spanish, Economics, Investments, CRM, Portfolio Management, Social Media, Public Speaking, Financial Modeling, Data Analysis, Microsoft Office, Time Management, Microsoft Excel, VBA, Pivot Tables, Python, HTML5, CSS, Statistical Data..., Business Objects
Education
Florida State University - College of Business 2013 — 2014
Master of Science in Finance
Florida State University - College of Business 2012 — 2013
Master of Business Administration (MBA)
Florida International University
Bachelor of Arts (B.A.), Liberal Studies
Christopher Columbus High School 1999 — 2003
High School Diploma
Kevin Gaston, CRPS Kevin Gaston, CRPS's SunTrust Investment Services Experience October 2008 - June 2009
Job Strategic Retirement Plan Manager at CUNA Mutual Group
Industry Financial Services
Experience
CUNA Mutual Group April 2015 - Present
Mutual of America February 2010 - February 2014
SunTrust Investment Services October 2008 - June 2009
SunTrust Investment Services May 2007 - September 2008
merrill lynch 2006 - 2007
morgan stanley June 2005 - June 2006
Skills
Mutual Funds, Asset Allocation, Investments, Due Diligence, Securities, Bonds, Asset Management, Wealth Management, Hedge Funds, Series 7, Alternative Investments, Retirement Planning, Investment Strategies, Portfolio Management, Asset Managment, Financial Services, Equities, Investment Advisory, Retirement Plan..., Qualified Retirement...
Education
Amherst College 2001 — 2005
Bachelor of Arts, Economics
Amherst College 2001 — 2005
Bachelor's degree, Law, Jurisprudence, and Legal Thought
CUNA Mutual Group April 2015 - Present
Mutual of America February 2010 - February 2014
SunTrust Investment Services October 2008 - June 2009
SunTrust Investment Services May 2007 - September 2008
merrill lynch 2006 - 2007
morgan stanley June 2005 - June 2006
Skills
Mutual Funds, Asset Allocation, Investments, Due Diligence, Securities, Bonds, Asset Management, Wealth Management, Hedge Funds, Series 7, Alternative Investments, Retirement Planning, Investment Strategies, Portfolio Management, Asset Managment, Financial Services, Equities, Investment Advisory, Retirement Plan..., Qualified Retirement...
Education
Amherst College 2001 — 2005
Bachelor of Arts, Economics
Amherst College 2001 — 2005
Bachelor's degree, Law, Jurisprudence, and Legal Thought
Jorge Tijerino Jorge Tijerino's SunTrust Investment Services Experience September 2011 - September 2013
Job Financial Advisor at JPMorgan Securities LLC
Industry Banking
Experience
JPMorgan Securities LLC April 2014 - Present
Wells Fargo September 2013 - April 2014
SunTrust Investment Services September 2011 - September 2013
U.S.Century Bank December 2010 - September 2011
JP Morgan Chase January 2004 - November 2010
Education
Florida International University - College of Business 2013 — 2015
Master of Business Administration (MBA)
Florida International University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Finance
JPMorgan Securities LLC April 2014 - Present
Wells Fargo September 2013 - April 2014
SunTrust Investment Services September 2011 - September 2013
U.S.Century Bank December 2010 - September 2011
JP Morgan Chase January 2004 - November 2010
Education
Florida International University - College of Business 2013 — 2015
Master of Business Administration (MBA)
Florida International University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Finance
James Curtis James Curtis's SunTrust Investment Services Experience September 1997 - June 2000
Job Community Volunteer
Industry Nonprofit Organization Management
Experience
Shepherd Center November 2007 - Present
SunTrust Investment Services September 1997 - June 2000
Skills
Public Speaking, Non-profits, Fundraising, Community Outreach, Volunteer Management, Nonprofits, Microsoft Office, Event Planning, Program Development, Grant Writing, Public Relations, Grants, Newsletters, Social Media, Research, Editing
Education
American University 1990 — 1996
B.A., Literature
Shepherd Center November 2007 - Present
SunTrust Investment Services September 1997 - June 2000
Skills
Public Speaking, Non-profits, Fundraising, Community Outreach, Volunteer Management, Nonprofits, Microsoft Office, Event Planning, Program Development, Grant Writing, Public Relations, Grants, Newsletters, Social Media, Research, Editing
Education
American University 1990 — 1996
B.A., Literature
Christine Utter, CFP®'s SunTrust Investment Services Experience 1996 - 2000
Job Vice President, Regional Director, Investment Consulting Group
Industry Investment Management
Experience
SunTrust Bank Private Wealth Management, SunTrust Investment Services, Inc. 2000 - Present
SunTrust Investment Services 1996 - 2000
Skills
Financial Planning, Retirement Planning, College Education..., Investment Management, Wealth Management, Asset Allocation, Portfolio Performance..., Investment Advisory, Investment Strategies, Investments
Education
Florida State University - College of Business
MBA, Business Administration and Management, General
Florida Atlantic University
Bachelor of Science, Business Administration
SunTrust Bank Private Wealth Management, SunTrust Investment Services, Inc. 2000 - Present
SunTrust Investment Services 1996 - 2000
Skills
Financial Planning, Retirement Planning, College Education..., Investment Management, Wealth Management, Asset Allocation, Portfolio Performance..., Investment Advisory, Investment Strategies, Investments
Education
Florida State University - College of Business
MBA, Business Administration and Management, General
Florida Atlantic University
Bachelor of Science, Business Administration
Paul A. Medina Paul A. Medina's SunTrust Investment Services Experience May 2002 - September 2002
Job Professional in Fitness World
Industry Health, Wellness and Fitness
Experience
Capital Energy Training, LLC April 2014 - Present
Sterling Training LLC February 2009 - November 2014
Frozen Ropes Training Facility January 2007 - August 2009
Players Edge Training February 2005 - March 2007
SunTrust Investment Services May 2002 - September 2002
Skills
Fitness, Strength, Fitness Training, Coaching, Baseball, Customer Service, Functional Training, Microsoft Word, Social Networking, Cpr Certified, Rehabilitation, Sports, Strength Training, Personal Training, Athletics, Management, Social Media, Public Speaking, Strategic Planning
Education
Towson University 2005 — 2007
Bachelor's degree, Kinesiology and Exercise Science
The Ohio State University 2003 — 2005
Athletic Training/Trainer
Hagerstown Community College 2001 — 2003
Art/Art Studies, General
DeMatha Catholic Highschool 1998 — 2001
HS Diploma, General Studies
Capital Energy Training, LLC April 2014 - Present
Sterling Training LLC February 2009 - November 2014
Frozen Ropes Training Facility January 2007 - August 2009
Players Edge Training February 2005 - March 2007
SunTrust Investment Services May 2002 - September 2002
Skills
Fitness, Strength, Fitness Training, Coaching, Baseball, Customer Service, Functional Training, Microsoft Word, Social Networking, Cpr Certified, Rehabilitation, Sports, Strength Training, Personal Training, Athletics, Management, Social Media, Public Speaking, Strategic Planning
Education
Towson University 2005 — 2007
Bachelor's degree, Kinesiology and Exercise Science
The Ohio State University 2003 — 2005
Athletic Training/Trainer
Hagerstown Community College 2001 — 2003
Art/Art Studies, General
DeMatha Catholic Highschool 1998 — 2001
HS Diploma, General Studies
Tarsha Y. Scott Tarsha Y. Scott's SunTrust Investment Services Experience 1999 - 2008
Job Inventory Control at WIS International
Industry Information Technology and Services
Experience
WIS International June 2015 - Present
Bon Secours Health System December 2014 - May 2015
General Dynamics Information Technology September 2009 - June 2014
Xerox August 2009 - September 2009
SunTrust Investment Services 1999 - 2008
Skills
Computer Hardware, Windows, Call Centers, Printers, Microsoft Office, Project Management, Customer Service, Access, Microsoft Word, Outlook, Data Entry, Administration
Education
Bennett College for Women 1989 — 1990
University of Phoenix
WIS International June 2015 - Present
Bon Secours Health System December 2014 - May 2015
General Dynamics Information Technology September 2009 - June 2014
Xerox August 2009 - September 2009
SunTrust Investment Services 1999 - 2008
Skills
Computer Hardware, Windows, Call Centers, Printers, Microsoft Office, Project Management, Customer Service, Access, Microsoft Word, Outlook, Data Entry, Administration
Education
Bennett College for Women 1989 — 1990
University of Phoenix
Aaron Grunke's SunTrust Investment Services Experience December 2007 - December 2011
Job Associate Account Manager at Smith & Nephew
Industry Biotechnology
Experience
Smith & Nephew September 2015 - Present
Survivor Fitness Foundation January 2013 - Present
Adams Investment Strategies January 2012 - August 2015
SunTrust Investment Services December 2007 - December 2011
Waddell & Reed August 2006 - December 2007
Skills
Wealth Management, Strategic Financial..., College Savings Plans, Life Insurance, Long Term Care Insurance, Non-profit Program...
Education
Auburn University 2001 — 2005
B.S., Business Administration
Lipscomb University 2011 — 2013
MBA
Smith & Nephew September 2015 - Present
Survivor Fitness Foundation January 2013 - Present
Adams Investment Strategies January 2012 - August 2015
SunTrust Investment Services December 2007 - December 2011
Waddell & Reed August 2006 - December 2007
Skills
Wealth Management, Strategic Financial..., College Savings Plans, Life Insurance, Long Term Care Insurance, Non-profit Program...
Education
Auburn University 2001 — 2005
B.S., Business Administration
Lipscomb University 2011 — 2013
MBA
Ryan Leben, CFP® Ryan Leben, CFP®'s SunTrust Investment Services Experience December 2012 - August 2013
Job Senior Sales Consultant
Industry Pharmaceuticals
Experience
Pharmaceuticals February 2014 - Present
Senior Pharmaceutical Sales Professional February 2014 - Present
SunTrust Investment Services December 2012 - August 2013
Fifth Third Securities October 2010 - December 2012
Fifth Third Bank November 2007 - October 2010
Skills
Cash Flow, Municipal Bonds, Retirement Planning, Financial Advisory, Series 7, Wealth Management, Investment Advisory, Strategic Financial..., Mutual Funds, Series 63, Asset Allocation, Investments, Investment Strategies, Retirement, Portfolio Management, Series 65, Securities, Estate Planning, Investment Management, Series 24
Education
Florida Gulf Coast University 2003 — 2007
Business Management, Management, Finance
Florida Gulf Coast University 2002 — 2007
Bachelor of Business Administration (B.B.A.), Management/Finance
Pharmaceuticals February 2014 - Present
Senior Pharmaceutical Sales Professional February 2014 - Present
SunTrust Investment Services December 2012 - August 2013
Fifth Third Securities October 2010 - December 2012
Fifth Third Bank November 2007 - October 2010
Skills
Cash Flow, Municipal Bonds, Retirement Planning, Financial Advisory, Series 7, Wealth Management, Investment Advisory, Strategic Financial..., Mutual Funds, Series 63, Asset Allocation, Investments, Investment Strategies, Retirement, Portfolio Management, Series 65, Securities, Estate Planning, Investment Management, Series 24
Education
Florida Gulf Coast University 2003 — 2007
Business Management, Management, Finance
Florida Gulf Coast University 2002 — 2007
Bachelor of Business Administration (B.B.A.), Management/Finance
T Michael Smith T Michael Smith's SunTrust Investment Services Experience December 1997 - March 2006
Job Brush Fork Press LLC
Industry Publishing
Experience
Brush Fork Press LLC February 2013 - Present
SunTrust Investment Services December 1997 - March 2006
SunTrust Bank 1997 - 2006
Ferguson Andrews &Associates January 1991 - June 1995
Dominion Bankl 1988 - 1992
Skills
Value Investing, Sales Management, Sales Process, Creative Writing, Text Editing
Education
Institute of Chartered Financial Analysts
CFA, Investment Analysis
Columbia University - Columbia Business School 1972 — 1973
Comercial Banking
Virginia Polytechnic Institute and State University 1965 — 1967
MS, Economics
Virginia Polytechnic Institute and State University 1961 — 1965
BS, Economics, Math, Political Science
Brush Fork Press LLC February 2013 - Present
SunTrust Investment Services December 1997 - March 2006
SunTrust Bank 1997 - 2006
Ferguson Andrews &Associates January 1991 - June 1995
Dominion Bankl 1988 - 1992
Skills
Value Investing, Sales Management, Sales Process, Creative Writing, Text Editing
Education
Institute of Chartered Financial Analysts
CFA, Investment Analysis
Columbia University - Columbia Business School 1972 — 1973
Comercial Banking
Virginia Polytechnic Institute and State University 1965 — 1967
MS, Economics
Virginia Polytechnic Institute and State University 1961 — 1965
BS, Economics, Math, Political Science
Brad McGaha Brad McGaha's SunTrust Investment Services Experience May 2009 - September 2012
Job Branch Manager, Assistant Vice President at CertusBANK
Industry Banking
Experience
certusBANK September 2012 - Present
SunTrust Investment Services May 2009 - September 2012
SunTrust Bank November 2008 - September 2012
Skills
Branch Management, Cross Selling, Deposits, Financial Analysis, Leadership, Branch Banking, Financial Services, Lines Of Credit, Relationship Management, Customer Retention, Consumer Lending, Small Business Lending, Insurance, Private Banking, Commercial Banking, Commercial Lending, Banking, Credit, Loans, Retail Banking
Education
Anderson University (SC) 2001 — 2003
Bachelor's degree, Marketing
Pensacola Christian College 1998 — 2000
Management & Marketing
certusBANK September 2012 - Present
SunTrust Investment Services May 2009 - September 2012
SunTrust Bank November 2008 - September 2012
Skills
Branch Management, Cross Selling, Deposits, Financial Analysis, Leadership, Branch Banking, Financial Services, Lines Of Credit, Relationship Management, Customer Retention, Consumer Lending, Small Business Lending, Insurance, Private Banking, Commercial Banking, Commercial Lending, Banking, Credit, Loans, Retail Banking
Education
Anderson University (SC) 2001 — 2003
Bachelor's degree, Marketing
Pensacola Christian College 1998 — 2000
Management & Marketing
Alana Gattis Bell Alana Gattis Bell's SunTrust Investment Services Experience January 2001 - May 2007
Job Consultant at Bellwether NonProfit Advisors
Industry Nonprofit Organization Management
Experience
Genesis Homes, Inc. February 2015 - Present
Bellwether Non-Profit Advisors January 2015 - Present
LiveWell Greenville February 2013 - December 2014
SouthLight, Inc. June 2012 - November 2012
Clemson University February 2012 - May 2012
Clinton School of Public Service August 2010 - May 2012
WOSM - World Organization of the Scout Movement May 2011 - August 2011
Sustainable Business Network of Central Arkansas September 2010 - May 2011
SunTrust Investment Services January 2001 - May 2007
Skills
Volunteer Management, Project Management, Program Development, Program Evaluation, Event Planning, Event Management, Educational Leadership, Capacity Building, Strategic Planning, Nonprofits, Program Management, Public Speaking, Community Outreach, Leadership, Research, Grant Writing, Grants, Training, Leadership Development, Management, Community Development, International Relations, Organizational..., Proposal Writing, Strategy, Policy, Team Building, Teaching, Team Leadership, Editing, Project Planning, International..., Employee Training, Staff Development
Education
Clinton School of Public Service 2010 — 2012
Master of Public Service, International Public Service/Non-Profit Management, 3.93
University of Arkansas Clinton School of Public Service 2010 — 2012
Master of Public Service, International Public Service, 3.93
University of Arkansas at Little Rock 2010 — 2012
Non-Profit Management Certificate, Non-Profit/Public/Organizational Management, 4.00
University of Arkansas 1970 — 1972
Bachelor of Education (B.Ed.), Elementary Education and Teaching
Genesis Homes, Inc. February 2015 - Present
Bellwether Non-Profit Advisors January 2015 - Present
LiveWell Greenville February 2013 - December 2014
SouthLight, Inc. June 2012 - November 2012
Clemson University February 2012 - May 2012
Clinton School of Public Service August 2010 - May 2012
WOSM - World Organization of the Scout Movement May 2011 - August 2011
Sustainable Business Network of Central Arkansas September 2010 - May 2011
SunTrust Investment Services January 2001 - May 2007
Skills
Volunteer Management, Project Management, Program Development, Program Evaluation, Event Planning, Event Management, Educational Leadership, Capacity Building, Strategic Planning, Nonprofits, Program Management, Public Speaking, Community Outreach, Leadership, Research, Grant Writing, Grants, Training, Leadership Development, Management, Community Development, International Relations, Organizational..., Proposal Writing, Strategy, Policy, Team Building, Teaching, Team Leadership, Editing, Project Planning, International..., Employee Training, Staff Development
Education
Clinton School of Public Service 2010 — 2012
Master of Public Service, International Public Service/Non-Profit Management, 3.93
University of Arkansas Clinton School of Public Service 2010 — 2012
Master of Public Service, International Public Service, 3.93
University of Arkansas at Little Rock 2010 — 2012
Non-Profit Management Certificate, Non-Profit/Public/Organizational Management, 4.00
University of Arkansas 1970 — 1972
Bachelor of Education (B.Ed.), Elementary Education and Teaching
Beth Toney's SunTrust Investment Services Experience 2006 - 2007
Job Vice President / Private Advisor at BB&T
Industry Banking
Experience
BB&T July 2012 - Present
SunTrust Bank June 2008 - March 2012
SunTrust Bank January 2007 - June 2008
SunTrust Investment Services 2006 - 2007
SunTrust Bank November 2000 - April 2006
Skills
Series 7, Series 26, Series 66, SC Life and Health Lic, FINRA, Uniform Combined State..., Cash Management, Investments, Portfolio Management, Banking, Finance, Loans, Management, Retail Banking, Small Business Lending, Commercial Lending, Leadership, Commercial Banking, Consumer Lending, Sales, Credit
Education
Chattahoochee Valley Community College 2004 — 2006
Accounting and Finance
BB&T July 2012 - Present
SunTrust Bank June 2008 - March 2012
SunTrust Bank January 2007 - June 2008
SunTrust Investment Services 2006 - 2007
SunTrust Bank November 2000 - April 2006
Skills
Series 7, Series 26, Series 66, SC Life and Health Lic, FINRA, Uniform Combined State..., Cash Management, Investments, Portfolio Management, Banking, Finance, Loans, Management, Retail Banking, Small Business Lending, Commercial Lending, Leadership, Commercial Banking, Consumer Lending, Sales, Credit
Education
Chattahoochee Valley Community College 2004 — 2006
Accounting and Finance
Sean Pepe Sean Pepe's SunTrust Investment Services Experience January 2005 - April 2008
Job Licensed Mortgage Loan Originator at OVM Financial
Industry Real Estate
Experience
OVM Financial June 2012 - Present
Morgan Stanley April 2008 - June 2012
SunTrust Investment Services January 2005 - April 2008
Skills
Mortgage Lending, Loans, Real Estate, Finance, Refinance, Training, FHA, Mortgage Banking, Loan Origination, Residential Mortgages, Property, Securities, 401k, Employee Benefits, Series 7, CEBS
Education
Hampden-Sydney College 1990 — 1994
Bachelor of Arts (BA), Political Science and Government
OVM Financial June 2012 - Present
Morgan Stanley April 2008 - June 2012
SunTrust Investment Services January 2005 - April 2008
Skills
Mortgage Lending, Loans, Real Estate, Finance, Refinance, Training, FHA, Mortgage Banking, Loan Origination, Residential Mortgages, Property, Securities, 401k, Employee Benefits, Series 7, CEBS
Education
Hampden-Sydney College 1990 — 1994
Bachelor of Arts (BA), Political Science and Government
James Sloop James Sloop's SunTrust Investment Services Experience March 2013 - August 2014
Job Client Services Manager at Founders Financial Alliance, LLC
Industry Financial Services
Experience
Founders Financial Alliance, LLC August 2014 - Present
SunTrust Investment Services March 2013 - August 2014
SunTrust Investment Services September 2012 - February 2013
SunTrust Investment Services January 2011 - September 2012
SunTrust Investment Services December 2003 - January 2011
Education
Guilford College 2010 — 2012
Bachelor of Science, Management and Finance
Founders Financial Alliance, LLC August 2014 - Present
SunTrust Investment Services March 2013 - August 2014
SunTrust Investment Services September 2012 - February 2013
SunTrust Investment Services January 2011 - September 2012
SunTrust Investment Services December 2003 - January 2011
Education
Guilford College 2010 — 2012
Bachelor of Science, Management and Finance
Forrest Miles Forrest Miles's SunTrust Investment Services Experience 2003 - 2006
Job Financial Advisor Vice President at PNC Investments LLC
Industry Financial Services
Experience
PNC Investments LLC January 2006 - Present
SunTrust Investment Services 2003 - 2006
Davenport & Company LLC 1998 - 2003
Ferguson, Andrews & Associates 1991 - 1998
Dominion Bank 1987 - 1991
Education
James Madison University 1973 — 1977
BBA, Business Administration
Liberty
PNC Investments LLC January 2006 - Present
SunTrust Investment Services 2003 - 2006
Davenport & Company LLC 1998 - 2003
Ferguson, Andrews & Associates 1991 - 1998
Dominion Bank 1987 - 1991
Education
James Madison University 1973 — 1977
BBA, Business Administration
Liberty
Yolanda Patino's SunTrust Investment Services Experience July 2006 - August 2012
Job Management and Marketing
Industry Management Consulting
Experience
VALIC 2013 - 2014
SunTrust Bank July 2006 - August 2012
SunTrust Investment Services July 2006 - August 2012
Colonial Bank - Worth Ave. Palm Beach office 2003 - 2006
Bank United 2001 - 2003
Skills
Business Development, Credit, Banking, Retirement Planning, Strategic Financial..., Investment Advisory, Life Insurance, 401k, Fixed Annuities, Finance, Insurance, Series 63, Wealth Management, Portfolio Management, Mutual Funds, Financial Services, Retirement, Financial Advisory, Small Business Lending, Loans, Commercial Lending, Consumer Lending, Financial Planning, Event Planning
Education
Florida Atlantic University 1999 — 2001
Bachelor of Science (BS), International Business and Trade
Centro de Estudios Superiores Maria Goretti 1989 — 1993
Bachelor's Degree, Financial Administration
VALIC 2013 - 2014
SunTrust Bank July 2006 - August 2012
SunTrust Investment Services July 2006 - August 2012
Colonial Bank - Worth Ave. Palm Beach office 2003 - 2006
Bank United 2001 - 2003
Skills
Business Development, Credit, Banking, Retirement Planning, Strategic Financial..., Investment Advisory, Life Insurance, 401k, Fixed Annuities, Finance, Insurance, Series 63, Wealth Management, Portfolio Management, Mutual Funds, Financial Services, Retirement, Financial Advisory, Small Business Lending, Loans, Commercial Lending, Consumer Lending, Financial Planning, Event Planning
Education
Florida Atlantic University 1999 — 2001
Bachelor of Science (BS), International Business and Trade
Centro de Estudios Superiores Maria Goretti 1989 — 1993
Bachelor's Degree, Financial Administration
Arthur Levy Arthur Levy's SunTrust Investment Services Experience January 2003 - October 2005
Job Sales Agent at Humana
Industry Insurance
Experience
Humana August 2009 - Present
SunTrust Investment Services January 2003 - October 2005
Citicorp Investment Services April 2001 - January 2003
WaMu January 1994 - April 2001
Education
Florida Atlantic University 1989 — 1991
BBA, Business Management
Palm Beach Community College 1986 — 1988
AA, Business
Hillel Academy
Humana August 2009 - Present
SunTrust Investment Services January 2003 - October 2005
Citicorp Investment Services April 2001 - January 2003
WaMu January 1994 - April 2001
Education
Florida Atlantic University 1989 — 1991
BBA, Business Management
Palm Beach Community College 1986 — 1988
AA, Business
Hillel Academy
Brian Bartholomew Brian Bartholomew's SunTrust Investment Services Experience December 2008 - April 2009
Job Accountant at iCiDIGITAL
Industry Accounting
Experience
iCiDIGITAL February 2015 - Present
Concord Hospitality Enterprises May 2014 - February 2015
Concord Hospitality Enterprises January 2011 - May 2014
Concord Hospitality Enterprises May 2009 - December 2010
SunTrust Investment Services December 2008 - April 2009
AXA Advisors June 2007 - November 2008
Skills
Accounting, Accounts Payable, Finance, Customer Service, Budgets, Comfortable with..., Proficient with..., Management, Investments, Hotels, Financial Statements, Accounts Receivable, Financial Analysis, Tax, Payroll, Tax Audit Representation, Communication Skills, Organization, Leadership, Corporate Accounting, Intermediate Knowledge..., Profitvue, ProCheck, Hospitality Industry, Journal Entries, Financial Reporting, Corporate Finance
Education
Auburn University 2012 — 2014
Master's degree, Accounting, 3.9 GPA
University of North Carolina at Wilmington 2003 — 2007
Bachelor's degree, Marketing and Finance, 3.5 GPA
iCiDIGITAL February 2015 - Present
Concord Hospitality Enterprises May 2014 - February 2015
Concord Hospitality Enterprises January 2011 - May 2014
Concord Hospitality Enterprises May 2009 - December 2010
SunTrust Investment Services December 2008 - April 2009
AXA Advisors June 2007 - November 2008
Skills
Accounting, Accounts Payable, Finance, Customer Service, Budgets, Comfortable with..., Proficient with..., Management, Investments, Hotels, Financial Statements, Accounts Receivable, Financial Analysis, Tax, Payroll, Tax Audit Representation, Communication Skills, Organization, Leadership, Corporate Accounting, Intermediate Knowledge..., Profitvue, ProCheck, Hospitality Industry, Journal Entries, Financial Reporting, Corporate Finance
Education
Auburn University 2012 — 2014
Master's degree, Accounting, 3.9 GPA
University of North Carolina at Wilmington 2003 — 2007
Bachelor's degree, Marketing and Finance, 3.5 GPA
Chuck Houston Chuck Houston's SunTrust Investment Services Experience January 2000 - September 2012
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones October 2012 - Present
SunTrust Investment Services January 2000 - September 2012
SunTrust Investment Services January 1996 - December 1999
Education
Campbell University 1995 — 1996
Master of Business Administration (M.B.A.)
Campbell University 1991 — 1995
Bachelor of Arts (B.A.), Trust and Asset Management, Financial Planning
Edward Jones October 2012 - Present
SunTrust Investment Services January 2000 - September 2012
SunTrust Investment Services January 1996 - December 1999
Education
Campbell University 1995 — 1996
Master of Business Administration (M.B.A.)
Campbell University 1991 — 1995
Bachelor of Arts (B.A.), Trust and Asset Management, Financial Planning
Andrew Caldwell Andrew Caldwell's SunTrust Investment Services Experience January 1999 - January 2001
Job Financial Advisor, Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC December 2005 - Present
Colonial Brokerage January 2001 - December 2005
SunTrust Investment Services January 1999 - January 2001
New England Financial February 1997 - December 1998
Edward Jones February 1996 - February 1997
Petrolite Corporation (now Baker Hughes Corporation) October 1987 - February 1996
Chemtech Industries, Inc June 1982 - October 1987
Union Chemicals Division/UNOCAL November 1978 - June 1982
Education
Eastern Illinois University 1974 — 1978
B.S., Business with Concentration in Chemistry
Wells Fargo Advisors, LLC December 2005 - Present
Colonial Brokerage January 2001 - December 2005
SunTrust Investment Services January 1999 - January 2001
New England Financial February 1997 - December 1998
Edward Jones February 1996 - February 1997
Petrolite Corporation (now Baker Hughes Corporation) October 1987 - February 1996
Chemtech Industries, Inc June 1982 - October 1987
Union Chemicals Division/UNOCAL November 1978 - June 1982
Education
Eastern Illinois University 1974 — 1978
B.S., Business with Concentration in Chemistry
Megan Crosby's SunTrust Investment Services Experience September 2004 - March 2008
Job First Vlice President, Complex Manager at Wells Fargo Advisors, LLC Mission Viejo, CA
Industry Financial Services
Experience
Wells Fargo Advisors October 2014 - Present
Wells Fargo Advisors January 2014 - September 2014
Wells Fargo Advisors, LLC February 2011 - December 2013
Wells Fargo Advisors January 2010 - February 2011
Wells Fargo Advisors April 2008 - January 2010
SunTrust Investment Services September 2004 - March 2008
Skills
Management, Business Development, Financial Advisory, Sales, Finance, Financial Services
Education
College of Charleston 2000 — 2003
Bachelor of Science (B.S.), Business Administration, Economics
Wells Fargo Advisors October 2014 - Present
Wells Fargo Advisors January 2014 - September 2014
Wells Fargo Advisors, LLC February 2011 - December 2013
Wells Fargo Advisors January 2010 - February 2011
Wells Fargo Advisors April 2008 - January 2010
SunTrust Investment Services September 2004 - March 2008
Skills
Management, Business Development, Financial Advisory, Sales, Finance, Financial Services
Education
College of Charleston 2000 — 2003
Bachelor of Science (B.S.), Business Administration, Economics
Gregg Cormier Gregg Cormier's SunTrust Investment Services Experience September 2006 - October 2009
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual May 2014 - Present
SunTrust Investment Services September 2006 - October 2009
Moors & Cabot December 2004 - September 2006
UBS Wealth Management September 2003 - December 2004
Kelmoore Investment Company December 2001 - June 2003
Morgan Stanley January 2000 - December 2001
Skills
Series 7, Strategic Planning, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Investments, Public Speaking, Event Management, Project Management, Insurance, Management, Sales, Finance, Portfolio Management, Mutual Funds
Education
Keene State College 1995 — 1999
Bachelor of Science (B.S.), Economics & Mathematics
Northwestern Mutual May 2014 - Present
SunTrust Investment Services September 2006 - October 2009
Moors & Cabot December 2004 - September 2006
UBS Wealth Management September 2003 - December 2004
Kelmoore Investment Company December 2001 - June 2003
Morgan Stanley January 2000 - December 2001
Skills
Series 7, Strategic Planning, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Investments, Public Speaking, Event Management, Project Management, Insurance, Management, Sales, Finance, Portfolio Management, Mutual Funds
Education
Keene State College 1995 — 1999
Bachelor of Science (B.S.), Economics & Mathematics
Sarah Czopek Sarah Czopek's SunTrust Investment Services Experience March 2008 - July 2008
Job Family Counselor at Little Friends, Inc.
Industry Mental Health Care
Experience
Little Friends, Inc. June 2015 - Present
Little Friends, Inc. February 2013 - Present
Little Friends, Inc. April 2014 - May 2015
Little Friends, Inc. October 2012 - March 2014
Madison Community Counseling Center May 2012 - August 2012
Magazines.com November 2009 - August 2012
Father Ryan High School August 2011 - May 2012
FINDINGbalance, Inc March 2011 - September 2011
American Red Cross August 2008 - April 2009
SunTrust Investment Services March 2008 - July 2008
Skills
Dialectical Behavioral..., Gestalt Psychotherapy, Cognitive Behavioral..., Experiential Therapy, Psychodynamic..., Premarital Counseling, Family Therapy, Couples Counseling, Reality Therapy, Group Therapy, Crisis Intervention, Mental Health, DBT, Psychotherapy, Psychology, Mental Health Counseling, Teaching, Treatment, Adolescents, CBT, Therapists, Conflict Resolution
Education
Lipscomb University 2009 — 2012
M.S., Professional Counseling
Belmont University 2006 — 2008
B.B.A., Music Business
Abilene Christian University 2003 — 2006
Vocal Education
Little Friends, Inc. June 2015 - Present
Little Friends, Inc. February 2013 - Present
Little Friends, Inc. April 2014 - May 2015
Little Friends, Inc. October 2012 - March 2014
Madison Community Counseling Center May 2012 - August 2012
Magazines.com November 2009 - August 2012
Father Ryan High School August 2011 - May 2012
FINDINGbalance, Inc March 2011 - September 2011
American Red Cross August 2008 - April 2009
SunTrust Investment Services March 2008 - July 2008
Skills
Dialectical Behavioral..., Gestalt Psychotherapy, Cognitive Behavioral..., Experiential Therapy, Psychodynamic..., Premarital Counseling, Family Therapy, Couples Counseling, Reality Therapy, Group Therapy, Crisis Intervention, Mental Health, DBT, Psychotherapy, Psychology, Mental Health Counseling, Teaching, Treatment, Adolescents, CBT, Therapists, Conflict Resolution
Education
Lipscomb University 2009 — 2012
M.S., Professional Counseling
Belmont University 2006 — 2008
B.B.A., Music Business
Abilene Christian University 2003 — 2006
Vocal Education
Noah DeStefano Noah DeStefano's SunTrust Investment Services Experience May 2007 - August 2013
Job Supervisory Principal at LPL Financial
Industry Financial Services
Experience
LPL Financial August 2013 - Present
SunTrust Investment Services May 2007 - August 2013
Skills
Series 7, Series 63, Series 65, Series 24, FINRA, Uniform Combined State..., Mutual Funds, Asset Allocation, Securities, Wealth Management, Investment Advisory, Retirement Planning, Alternative Investments, Retirement
Education
Averett University 2011 — 2013
Master of Business Administration (MBA), MBA
LPL Financial August 2013 - Present
SunTrust Investment Services May 2007 - August 2013
Skills
Series 7, Series 63, Series 65, Series 24, FINRA, Uniform Combined State..., Mutual Funds, Asset Allocation, Securities, Wealth Management, Investment Advisory, Retirement Planning, Alternative Investments, Retirement
Education
Averett University 2011 — 2013
Master of Business Administration (MBA), MBA
Susan Bates, CRPC, MBA's SunTrust Investment Services Experience January 2004 - July 2009
Job Entrepreneur, Business Development,Trainer, and Activist for Good
Industry Marketing and Advertising
Experience
Abundant Living Through Giving; Rodan + Fields Dermatologists; Dermatology For Everyone October 2014 - Present
Huazhong University of Science and Technology, Wen Hua College February 2011 - July 2014
SunTrust Investment Services January 2004 - July 2009
CTRL Systems 1998 - 2001
Skills
Customer Service, New Business Development, Team Building, Sales, Leadership, Portfolio Management, Insurance, Mutual Funds, Marketing, Public Speaking, Coaching, Small Business, Cosmetics, Strategic Planning, Finance, Marketing Strategy, Entrepreneurship, Sales Management, Recruiting, Management, Event Planning
Education
Tulane University - A.B. Freeman School of Business 1974 — 1978
MBA, Accounting and Finance, 3.5 GPA
Louisiana State University 1968 — 1971
Bachelor's Degree, Psychology, Political Science, 3.3 GPA
Abundant Living Through Giving; Rodan + Fields Dermatologists; Dermatology For Everyone October 2014 - Present
Huazhong University of Science and Technology, Wen Hua College February 2011 - July 2014
SunTrust Investment Services January 2004 - July 2009
CTRL Systems 1998 - 2001
Skills
Customer Service, New Business Development, Team Building, Sales, Leadership, Portfolio Management, Insurance, Mutual Funds, Marketing, Public Speaking, Coaching, Small Business, Cosmetics, Strategic Planning, Finance, Marketing Strategy, Entrepreneurship, Sales Management, Recruiting, Management, Event Planning
Education
Tulane University - A.B. Freeman School of Business 1974 — 1978
MBA, Accounting and Finance, 3.5 GPA
Louisiana State University 1968 — 1971
Bachelor's Degree, Psychology, Political Science, 3.3 GPA
Aneesah Tahir Aneesah Tahir's SunTrust Investment Services Experience September 2008 - January 2010
Job Operations Analyst at eVestment
Industry Financial Services
Experience
eVestment July 2015 - Present
SEDC August 2014 - March 2015
SEDC January 2013 - August 2014
Johns Hopkins Hospital January 2010 - December 2012
SUNTRUST INVESTMENT SERVICES September 2008 - January 2010
FSC Securities March 2006 - September 2008
Skills
Analysis, Management, Healthcare Management, Process Improvement, Public Health, Healthcare Information..., Software Documentation, Medicine, Customer Service, Cancer, Pediatrics, Public Speaking, Team Building, Lifesciences, Bank Reconciliation, Account Reconciliation, Financial Reporting, Financial Services, Risk Management, Equity Trading, Traditional IRA, Roth IRA, Business Development, Product Management, Strategic Planning, Team Leadership, Microsoft Office, Finance, Microsoft Excel, SQL, Google Analytics, Pivot Tables, Macroeconomics, Vlookup
Education
Thomas Nelson Community College 1999 — 2001
Associate of Science (A.S., Biology/Biological Studies, 3
Hampton University 1994 — 1999
Biology
Crossland Senior High 1991 — 1995
Diploma, General Studies
eVestment July 2015 - Present
SEDC August 2014 - March 2015
SEDC January 2013 - August 2014
Johns Hopkins Hospital January 2010 - December 2012
SUNTRUST INVESTMENT SERVICES September 2008 - January 2010
FSC Securities March 2006 - September 2008
Skills
Analysis, Management, Healthcare Management, Process Improvement, Public Health, Healthcare Information..., Software Documentation, Medicine, Customer Service, Cancer, Pediatrics, Public Speaking, Team Building, Lifesciences, Bank Reconciliation, Account Reconciliation, Financial Reporting, Financial Services, Risk Management, Equity Trading, Traditional IRA, Roth IRA, Business Development, Product Management, Strategic Planning, Team Leadership, Microsoft Office, Finance, Microsoft Excel, SQL, Google Analytics, Pivot Tables, Macroeconomics, Vlookup
Education
Thomas Nelson Community College 1999 — 2001
Associate of Science (A.S., Biology/Biological Studies, 3
Hampton University 1994 — 1999
Biology
Crossland Senior High 1991 — 1995
Diploma, General Studies
Lisa Yarborough, CFP®'s SunTrust Investment Services Experience June 2006 - January 2008
Job Senior Vice President/Client Advisor at SunTrust Private Wealth Management & Durham City President
Industry Banking
Experience
SunTrust Investment Services, Inc. March 2015 - Present
SunTrust Investment Services, Inc. February 2008 - March 2015
SunTrust Investment Services June 2006 - January 2008
SunTrust Investment Services June 2005 - May 2006
SunTrust Investment Services, Inc. November 2001 - May 2005
SunTrust Bank September 1997 - December 2001
First Union National Bank (Legacy Wachovia/Wells Fargo) May 1985 - August 1997
Education
University of North Carolina at Chapel Hill
BA, Industrial Relations/Economics
L.S.U. 2001 — 2003
Graduate School of Banking
Duke University 2004 — 2005
Executive Certificate in Certified Financial Planning
SunTrust Investment Services, Inc. March 2015 - Present
SunTrust Investment Services, Inc. February 2008 - March 2015
SunTrust Investment Services June 2006 - January 2008
SunTrust Investment Services June 2005 - May 2006
SunTrust Investment Services, Inc. November 2001 - May 2005
SunTrust Bank September 1997 - December 2001
First Union National Bank (Legacy Wachovia/Wells Fargo) May 1985 - August 1997
Education
University of North Carolina at Chapel Hill
BA, Industrial Relations/Economics
L.S.U. 2001 — 2003
Graduate School of Banking
Duke University 2004 — 2005
Executive Certificate in Certified Financial Planning
Charles Paige's SunTrust Investment Services Experience November 1997 - April 2004
Job Strategic Account Manager at Oracle
Industry Information Technology and Services
Experience
Oracle February 2013 - Present
American Technology Consulting, Alexandria VA July 2010 - February 2013
Impact Jackets May 2005 - July 2010
SunTrust Investment Services November 1997 - April 2004
Skills
Sales Management, Negotiation, Jackets, Strategy, Account Management, Lead Generation, Marketing, Strategic Planning
Education
Loyola College in Maryland 1989 — 1991
Military Science, Military Science and Operational Studies, 3.8
Towson University 1987 — 1991
Business/Managerial Economics
Annapolis!
Annapolis!
Oracle February 2013 - Present
American Technology Consulting, Alexandria VA July 2010 - February 2013
Impact Jackets May 2005 - July 2010
SunTrust Investment Services November 1997 - April 2004
Skills
Sales Management, Negotiation, Jackets, Strategy, Account Management, Lead Generation, Marketing, Strategic Planning
Education
Loyola College in Maryland 1989 — 1991
Military Science, Military Science and Operational Studies, 3.8
Towson University 1987 — 1991
Business/Managerial Economics
Annapolis!
Annapolis!
Cliff Johnson's SunTrust Investment Services Experience September 1997 - August 2013
Job Experienced Fixed Income Trading and Service Professional
Industry Capital Markets
Experience
Keel Point Capital September 2013 - Present
Suntrust Bank September 1997 - August 2013
SunTrust Investment Services September 1997 - August 2013
J.P. Morgan March 1994 - July 1997
Skills
Series 7, Investments, Fixed Income, Portfolio Management, Bloomberg, Securities, Wealth Management, Trading, Capital Markets, FINRA, Bonds, Equities, Asset Management, Series 63
Education
Georgetown University 2011 — 2012
Certified Financial Planning
Emory University 1988 — 1992
B.A.
Keel Point Capital September 2013 - Present
Suntrust Bank September 1997 - August 2013
SunTrust Investment Services September 1997 - August 2013
J.P. Morgan March 1994 - July 1997
Skills
Series 7, Investments, Fixed Income, Portfolio Management, Bloomberg, Securities, Wealth Management, Trading, Capital Markets, FINRA, Bonds, Equities, Asset Management, Series 63
Education
Georgetown University 2011 — 2012
Certified Financial Planning
Emory University 1988 — 1992
B.A.
Tom Sells's SunTrust Investment Services Experience May 1995 - Present
Job Vice President at SunTrust Investment Services
Industry Financial Services
Experience
SunTrust Investment Services May 1995 - Present
SunTrust Investment Services Inc 1995 - 2010
Skills
Series 7, Series 66, Series 63, FINRA, Annuity, Series 6, Retirement Planning, IRA's, Annuities, Mutual Funds, 401k, Retirement, Wealth Transfer, Asset Allocation, Investment Advisory, Wealth Accumulation, Financial Planning, Pensions, Insurance, Succession Planning
Education
Bucknell University 1960 — 1964
SunTrust Investment Services May 1995 - Present
SunTrust Investment Services Inc 1995 - 2010
Skills
Series 7, Series 66, Series 63, FINRA, Annuity, Series 6, Retirement Planning, IRA's, Annuities, Mutual Funds, 401k, Retirement, Wealth Transfer, Asset Allocation, Investment Advisory, Wealth Accumulation, Financial Planning, Pensions, Insurance, Succession Planning
Education
Bucknell University 1960 — 1964
Joseph Paiva's SunTrust Investment Services Experience May 2008 - March 2012
Job Private Client Advisor
Industry Financial Services
Experience
JPMorgan Chase Bank, NA April 2012 - Present
SunTrust Investment Services May 2008 - March 2012
SunTrust 2005 - 2008
Education
Florida State University 1999 — 2004
JPMorgan Chase Bank, NA April 2012 - Present
SunTrust Investment Services May 2008 - March 2012
SunTrust 2005 - 2008
Education
Florida State University 1999 — 2004
R. Paul Childress III, CPA's SunTrust Investment Services Experience October 2008 - May 2009
Job CPA at Atkinson, Harris & Hart
Industry Financial Services
Experience
Atkinson, Harris & Hart February 2014 - Present
Yount, Hyde & Barbour, PC September 2012 - September 2013
McGladrey February 2010 - September 2012
SunTrust Investment Services October 2008 - May 2009
UBS June 2007 - October 2008
Smith Barney May 2006 - June 2007
Financial Services of Virginia June 2004 - May 2006
Skills
Investments, Finance, Tax, Wealth Management
Education
Virginia Commonwealth University 2009 — 2010
Post Bachelorette Certificate, Accounting
James Madison University 2001 — 2004
BS, Economics
Atkinson, Harris & Hart February 2014 - Present
Yount, Hyde & Barbour, PC September 2012 - September 2013
McGladrey February 2010 - September 2012
SunTrust Investment Services October 2008 - May 2009
UBS June 2007 - October 2008
Smith Barney May 2006 - June 2007
Financial Services of Virginia June 2004 - May 2006
Skills
Investments, Finance, Tax, Wealth Management
Education
Virginia Commonwealth University 2009 — 2010
Post Bachelorette Certificate, Accounting
James Madison University 2001 — 2004
BS, Economics
William Loyd's SunTrust Investment Services Experience 2001 - 2007
Job Retired Compliance Manager
Industry Financial Services
Experience
SunTrust Investment Services 2001 - 2007
Education
Arkansas State University 1966 — 1970
Pine Bluff High School 1963 — 1966
Diploma
SunTrust Investment Services 2001 - 2007
Education
Arkansas State University 1966 — 1970
Pine Bluff High School 1963 — 1966
Diploma
Kathy Shepard's SunTrust Investment Services Experience November 1999 - October 2012
Job Director of Operations/Associate Supervisory Officer at Mass Mutual Financial Design Associates
Industry Investment Management
Experience
Financial Design Associates February 2013 - Present
SunTrust Investment Services November 1999 - October 2012
SunTrust Bank October 1994 - November 1999
Alliance Mortgage Company August 1992 - October 1994
Bureau of Business Practice April 1990 - May 1992
Skills
Series 7, Fixed Income, FINRA, Series 24, Banking, Team Building
Education
Frostburg State University 1988 — 1990
Financial Design Associates February 2013 - Present
SunTrust Investment Services November 1999 - October 2012
SunTrust Bank October 1994 - November 1999
Alliance Mortgage Company August 1992 - October 1994
Bureau of Business Practice April 1990 - May 1992
Skills
Series 7, Fixed Income, FINRA, Series 24, Banking, Team Building
Education
Frostburg State University 1988 — 1990
Kevin R. Clunan, CRC's SunTrust Investment Services Experience January 1996 - February 1997
Job Senior Financial Advisor with FTB Advisors
Industry Financial Services
Experience
FTB Advisors January 2001 - Present
Equitable Securities Corporation February 1997 - December 2000
SunTrust Investment Services January 1996 - February 1997
Skills
Wealth Management, Wealth Management..., Retirement, Series 7, Investment Advisory, Investment Strategies, Mutual Funds, Asset Allocation, Investments, Retirement Planning, Equities, Insurance, Portfolio Management, Financial Modeling, Securities, Financial Analysis
Education
University of Tennessee-Knoxville - College of Business Administration 1991 — 1995
B.S. Cum Laude, Finance
FTB Advisors January 2001 - Present
Equitable Securities Corporation February 1997 - December 2000
SunTrust Investment Services January 1996 - February 1997
Skills
Wealth Management, Wealth Management..., Retirement, Series 7, Investment Advisory, Investment Strategies, Mutual Funds, Asset Allocation, Investments, Retirement Planning, Equities, Insurance, Portfolio Management, Financial Modeling, Securities, Financial Analysis
Education
University of Tennessee-Knoxville - College of Business Administration 1991 — 1995
B.S. Cum Laude, Finance
Mark Sergi's SunTrust Investment Services Experience September 1999 - March 2008
Job Regional Director at Glacial Energy
Industry Consumer Services
Experience
Glacial Energy November 2011 - Present
MCS Financial, LLC September 2010 - Present
Wells Fargo Advisors March 2008 - September 2010
SunTrust Investment Services September 1999 - March 2008
Skills
Energy, Energy Management, Energy Efficiency, Natural Gas, Deregulation, Electricity Markets, Power Factor Correction, Energy Conversion, Cogeneration, Energy Analysis
Education
Barry University
Bachelor of Science (BS), Business Administration and Management, General
College for Financial Planning
Certified Financial Planner, Investments and Securities
Registered Equity Trader
Glacial Energy November 2011 - Present
MCS Financial, LLC September 2010 - Present
Wells Fargo Advisors March 2008 - September 2010
SunTrust Investment Services September 1999 - March 2008
Skills
Energy, Energy Management, Energy Efficiency, Natural Gas, Deregulation, Electricity Markets, Power Factor Correction, Energy Conversion, Cogeneration, Energy Analysis
Education
Barry University
Bachelor of Science (BS), Business Administration and Management, General
College for Financial Planning
Certified Financial Planner, Investments and Securities
Registered Equity Trader
Shawn Malone's SunTrust Investment Services Experience February 2003 - August 2013
Job Brokerage Associate at Wells Fargo Advisors
Industry Financial Services
Experience
SunTrust Investment Services February 2003 - August 2013
Automobile Club Southern California 1997 - 2003
First Interstate Bank of California 1992 - 1996
Skills
Investments, Series 63, Mutual Funds, Series 7, Real Estate, Retirement Planning, Asset Allocation, FINRA, Investment Advisory, Financial Services, Insurance, Team Building, Sales, Leadership, Small Business, Customer Service
Education
San Diego State University-California State University
Grossmont College
SunTrust Investment Services February 2003 - August 2013
Automobile Club Southern California 1997 - 2003
First Interstate Bank of California 1992 - 1996
Skills
Investments, Series 63, Mutual Funds, Series 7, Real Estate, Retirement Planning, Asset Allocation, FINRA, Investment Advisory, Financial Services, Insurance, Team Building, Sales, Leadership, Small Business, Customer Service
Education
San Diego State University-California State University
Grossmont College
James Snell's SunTrust Investment Services Experience December 2007 - August 2011
Job Financial Services
Industry Financial Services
Experience
SunTrust Investment Services December 2007 - August 2011
Wachovia, A Wells Fargo Company March 2006 - December 2007
Evolution Financial Technologies March 2003 - March 2006
Heartland Securities February 1999 - February 2003
Education
Elon University - Martha and Spencer Love School of Business 1994 — 1998
Bachelor's Degree, Finance, Management, Marketing
SunTrust Investment Services December 2007 - August 2011
Wachovia, A Wells Fargo Company March 2006 - December 2007
Evolution Financial Technologies March 2003 - March 2006
Heartland Securities February 1999 - February 2003
Education
Elon University - Martha and Spencer Love School of Business 1994 — 1998
Bachelor's Degree, Finance, Management, Marketing
Andrea Albu's SunTrust Investment Services Experience February 2009 - July 2010
Job Broker Dealer Compliance
Industry Financial Services
Experience
The Strategic Financial Alliance September 2013 - Present
The Strategic Financial Alliance March 2012 - August 2013
SunTrust Insurance Services, Inc. July 2010 - September 2011
SunTrust Investment Services February 2009 - July 2010
Atlanta Financial Associates February 2008 - December 2008
Skills
Securities, Series 7, Series 24, Customer Relations, Excel, Microsoft Office, Research, Word, Access, Compliance, Problem Solving, Series 66, Editing, Outlook, Analysis
Education
Baldwin-Wallace College 1994 — 1996
Bachelor of Arts, Political Science
The Strategic Financial Alliance September 2013 - Present
The Strategic Financial Alliance March 2012 - August 2013
SunTrust Insurance Services, Inc. July 2010 - September 2011
SunTrust Investment Services February 2009 - July 2010
Atlanta Financial Associates February 2008 - December 2008
Skills
Securities, Series 7, Series 24, Customer Relations, Excel, Microsoft Office, Research, Word, Access, Compliance, Problem Solving, Series 66, Editing, Outlook, Analysis
Education
Baldwin-Wallace College 1994 — 1996
Bachelor of Arts, Political Science
John Rhett's SunTrust Investment Services Experience February 2013 - Present
Job Chairman Senior Managing Director Red Rock Strategic Partners Red Rock Advisory Group
Industry Investment Management
Experience
Red Rock Strategic Partners - Red Rock Advisory Group September 2013 - Present
SunTrust Investment Services February 2013 - Present
SunTrust Investment Services July 2005 - Present
SunTrust 2005 - Present
SunTrust Banks 2001 - Present
Highland Capital Brokerage January 2014 - October 2014
Robinson Humphrey 1980 - 2000
Skills
Wealth Management, Alternative Investments, Portfolio Management, Banking, Investments, Mutual Funds, Series 7, Business Strategy, Securities, Wealth Management..., Risk Management, Strategic Financial..., Strategic Partnerships, Management, Strategy, Asset Allocation, Succession Planning, Financial Advisory, Estate Planning, Asset Management, Wealth, Series 65, FINRA, Strategic Planning, Investment Advisory, Retirement Planning
Education
Georgia Institute of Technology 1972 — 1976
BSIM, Business
Red Rock Strategic Partners - Red Rock Advisory Group September 2013 - Present
SunTrust Investment Services February 2013 - Present
SunTrust Investment Services July 2005 - Present
SunTrust 2005 - Present
SunTrust Banks 2001 - Present
Highland Capital Brokerage January 2014 - October 2014
Robinson Humphrey 1980 - 2000
Skills
Wealth Management, Alternative Investments, Portfolio Management, Banking, Investments, Mutual Funds, Series 7, Business Strategy, Securities, Wealth Management..., Risk Management, Strategic Financial..., Strategic Partnerships, Management, Strategy, Asset Allocation, Succession Planning, Financial Advisory, Estate Planning, Asset Management, Wealth, Series 65, FINRA, Strategic Planning, Investment Advisory, Retirement Planning
Education
Georgia Institute of Technology 1972 — 1976
BSIM, Business
Sarah Volling's SunTrust Investment Services Experience March 2004 - December 2010
Job Regional Director Business Development & Sales at Blue Chip Green Cleaning
Industry Investment Management
Experience
Blue Chip Green Cleaning, Inc. June 2015 - Present
Zero TO Capital, Inc & Comprehensive You, LLC January 2011 - Present
SunTrust Investment Services March 2004 - December 2010
Merrill Lynch June 2002 - March 2004
Coca-Cola Enterprises November 2001 - June 2002
Skills
Investments, Retirement Planning, Management, Finance, Strategy, Sales, Wealth Management, Financial Advisory, Series 7, Portfolio Management, New Business Development, Business Development, Public Speaking, Relationship Management, Marketing, Advertising, Logo Design, Business Planning, Business Continuity..., Communications, Sports and Entertainment, Non-profit Consulting, Ministry Development, Consulting, Educational Consulting, FinTech, Insurance, Real Estate
Education
Florida State University 1997 — 2001
Bachelor of Science (B.S.), Finance, General
Valencia College 2000 — 2000
Summer Courses, Accounting
Woodward Academy 1994 — 1997
High School Diploma
The American College
Certified Financial Planner Courses, Professional Certification
Blue Chip Green Cleaning, Inc. June 2015 - Present
Zero TO Capital, Inc & Comprehensive You, LLC January 2011 - Present
SunTrust Investment Services March 2004 - December 2010
Merrill Lynch June 2002 - March 2004
Coca-Cola Enterprises November 2001 - June 2002
Skills
Investments, Retirement Planning, Management, Finance, Strategy, Sales, Wealth Management, Financial Advisory, Series 7, Portfolio Management, New Business Development, Business Development, Public Speaking, Relationship Management, Marketing, Advertising, Logo Design, Business Planning, Business Continuity..., Communications, Sports and Entertainment, Non-profit Consulting, Ministry Development, Consulting, Educational Consulting, FinTech, Insurance, Real Estate
Education
Florida State University 1997 — 2001
Bachelor of Science (B.S.), Finance, General
Valencia College 2000 — 2000
Summer Courses, Accounting
Woodward Academy 1994 — 1997
High School Diploma
The American College
Certified Financial Planner Courses, Professional Certification
Sandy O'Hern's SunTrust Investment Services Experience April 2010 - September 2014
Job Manager, Onboarding Procedures at MetLife Premier Client Group
Industry Investment Management
Experience
MetLife Premier Client Group October 2014 - Present
SunTrust Investment Services April 2010 - September 2014
Healthcare Federal Credit Union November 1992 - April 2009
Skills
Strategic Planning, Management, Process Improvement, Real Estate, Mutual Funds, Customer Service, Team Building, Microsoft Excel, Microsoft Word, Banking, Credit, Mortgage Lending, Microsoft Office, Series 24, Wealth Management, PowerPoint, Investment Properties, Vendor Management, Outlook
Education
Columbia College 2000 — 2004
B.S., Business Administration
Columbia College
Bachelor's degree, Business Administration, Business, Management, Marketing, and Related Support Services
MetLife Premier Client Group October 2014 - Present
SunTrust Investment Services April 2010 - September 2014
Healthcare Federal Credit Union November 1992 - April 2009
Skills
Strategic Planning, Management, Process Improvement, Real Estate, Mutual Funds, Customer Service, Team Building, Microsoft Excel, Microsoft Word, Banking, Credit, Mortgage Lending, Microsoft Office, Series 24, Wealth Management, PowerPoint, Investment Properties, Vendor Management, Outlook
Education
Columbia College 2000 — 2004
B.S., Business Administration
Columbia College
Bachelor's degree, Business Administration, Business, Management, Marketing, and Related Support Services
Gene Hughes's SunTrust Investment Services Experience April 2002 - April 2005
Job Financial Advisor at LPL Financial
Industry Financial Services
Experience
LPL Financial June 2012 - Present
Charles Schwab April 2005 - June 2012
SunTrust Investment Services April 2002 - April 2005
Charles Schwab March 2000 - April 2002
Edward Jones March 1998 - March 2000
Mobile Instrument Service & Repair, Inc. April 1994 - March 1998
United States Air Force October 1990 - December 1992
United States Air Force September 1989 - September 1990
United States Air Force September 1986 - September 1989
Skills
Wealth Management, Series 7, Retirement Planning, Series 63, Air Force
Education
Bowling Green State University 1981 — 1984
BA, Liberal Arts
Ohio State University-Lima Campus
LPL Financial June 2012 - Present
Charles Schwab April 2005 - June 2012
SunTrust Investment Services April 2002 - April 2005
Charles Schwab March 2000 - April 2002
Edward Jones March 1998 - March 2000
Mobile Instrument Service & Repair, Inc. April 1994 - March 1998
United States Air Force October 1990 - December 1992
United States Air Force September 1989 - September 1990
United States Air Force September 1986 - September 1989
Skills
Wealth Management, Series 7, Retirement Planning, Series 63, Air Force
Education
Bowling Green State University 1981 — 1984
BA, Liberal Arts
Ohio State University-Lima Campus
Noland Mattocks's SunTrust Investment Services Experience August 2007 - April 2009
Job Investment Consultant at SunTrust Investment Services
Industry Financial Services
Experience
SunTrust Investment Services August 2007 - April 2009
Education
East Carolina University 1988 — 1993
BS
SunTrust Investment Services August 2007 - April 2009
Education
East Carolina University 1988 — 1993
BS
Liz Maddern's SunTrust Investment Services Experience April 1996 - April 2000
Job Product Manager at Travelport
Industry Information Technology and Services
Experience
Travelport April 2000 - Present
SunTrust Investment Services April 1996 - April 2000
Bank South Investment Services April 1994 - April 1996
Raymond James Financial Inc. July 1986 - April 1994
Skills
Public Speaking, Product Management, Project Management, Strategic Planning, Product Development, Microsoft Office, Business Strategy, Negotiation, Product Marketing, Change Management, Business Analysis, Team Leadership
Education
Edinboro University of Pennsylvania
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities
Travelport April 2000 - Present
SunTrust Investment Services April 1996 - April 2000
Bank South Investment Services April 1994 - April 1996
Raymond James Financial Inc. July 1986 - April 1994
Skills
Public Speaking, Product Management, Project Management, Strategic Planning, Product Development, Microsoft Office, Business Strategy, Negotiation, Product Marketing, Change Management, Business Analysis, Team Leadership
Education
Edinboro University of Pennsylvania
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities
Calleigh Fletcher's SunTrust Investment Services Experience April 2008 - January 2012
Job Independent Insurance Agent
Industry Financial Services
Experience
Highland Capital Brokerage February 2012 - June 2012
SunTrust Investment Services April 2008 - January 2012
SunTrust Investment Services March 2007 - April 2008
Chevy Chase Financial Services 2006 - 2007
Edward Jones October 2005 - February 2006
Skills
Series 7, Series 63, Series 65, Life and Health..., Wealth Management
Education
Georgia College and State University 2000 — 2005
BBA, Economics
Highland Capital Brokerage February 2012 - June 2012
SunTrust Investment Services April 2008 - January 2012
SunTrust Investment Services March 2007 - April 2008
Chevy Chase Financial Services 2006 - 2007
Edward Jones October 2005 - February 2006
Skills
Series 7, Series 63, Series 65, Life and Health..., Wealth Management
Education
Georgia College and State University 2000 — 2005
BBA, Economics
Jason Oates's SunTrust Investment Services Experience May 2009 - October 2011
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2011 - Present
SunTrust Investment Services May 2009 - October 2011
UBS Financial Services Inc April 2005 - May 2009
South Carolina Stingrays August 1994 - April 2005
Education
College of Charleston 1994 — 2003
BA, Corporate Communications
Fox Lane High School 1988 — 1991
Wells Fargo Advisors, LLC October 2011 - Present
SunTrust Investment Services May 2009 - October 2011
UBS Financial Services Inc April 2005 - May 2009
South Carolina Stingrays August 1994 - April 2005
Education
College of Charleston 1994 — 2003
BA, Corporate Communications
Fox Lane High School 1988 — 1991
Christopher Whitlock's SunTrust Investment Services Experience December 2012 - Present
Job Licensed Personal Banker at SunTrust Bank
Industry Financial Services
Experience
SunTrust Investment Services December 2012 - Present
MassMutual Financial Group November 2011 - December 2012
Union First Market Bank January 2008 - November 2010
Education
James Madison University 1995 — 1999
Bachelor of Science, Kinesiology
James Madison University 1995 — 1999
Kinesiology, Sports Management
SunTrust Investment Services December 2012 - Present
MassMutual Financial Group November 2011 - December 2012
Union First Market Bank January 2008 - November 2010
Education
James Madison University 1995 — 1999
Bachelor of Science, Kinesiology
James Madison University 1995 — 1999
Kinesiology, Sports Management
Daniel Thernize's SunTrust Investment Services Experience July 1996 - August 2004
Job Investment Portfolio Specialist at SunTrust Bank
Industry Sports
Experience
SunTrust Bank July 2014 - Present
Georgia Express F.C. June 2014 - Present
Select Academy Training, LLC June 1996 - May 2014
Bank of America September 2004 - July 2012
SunTrust Investment Services July 1996 - August 2004
Skills
Staff Development, Leadership, Analysis, Training, Coaching, Customer Service, Sports, Asset Management, Banking, Finance, Financial Analysis, Financial Services, Fundraising, Investments, Team Building
Education
City University of New York-Hunter College 1982 — 1992
BS, Accounting
SunTrust Bank July 2014 - Present
Georgia Express F.C. June 2014 - Present
Select Academy Training, LLC June 1996 - May 2014
Bank of America September 2004 - July 2012
SunTrust Investment Services July 1996 - August 2004
Skills
Staff Development, Leadership, Analysis, Training, Coaching, Customer Service, Sports, Asset Management, Banking, Finance, Financial Analysis, Financial Services, Fundraising, Investments, Team Building
Education
City University of New York-Hunter College 1982 — 1992
BS, Accounting
Jonathan Hagan's SunTrust Investment Services Experience January 2008 - January 2009
Job Real Estate Investments
Industry Financial Services
Experience
CCI LLC 2012 - Present
SunTrust Bank January 2009 - March 2012
SunTrust Investment Services January 2008 - January 2009
SunTrust Robinson Humphrey April 1999 - January 2008
Smith Barney/Citigroup March 1996 - March 1999
Skills
Asset Managment, Investments, Wealth Management, Banking, Credit, Retirement Planning, Management, Capital Markets, Finance, Portfolio Management
Education
Belmont University 1991 — 1995
Bachelor of Business Administration (BBA), Finance, General
CCI LLC 2012 - Present
SunTrust Bank January 2009 - March 2012
SunTrust Investment Services January 2008 - January 2009
SunTrust Robinson Humphrey April 1999 - January 2008
Smith Barney/Citigroup March 1996 - March 1999
Skills
Asset Managment, Investments, Wealth Management, Banking, Credit, Retirement Planning, Management, Capital Markets, Finance, Portfolio Management
Education
Belmont University 1991 — 1995
Bachelor of Business Administration (BBA), Finance, General
Eric Duckworth's SunTrust Investment Services Experience October 1997 - Present
Job Vice President, Product Analyst, Products and Services at SunTrust Investment Services
Industry Investment Management
Experience
SunTrust Investment Services October 1997 - Present
FirstBank January 1992 - May 1997
Education
Columbus State University 1990 — 1992
BBA, Finance and Economics
The University of Georgia 1990 — 1991
Westminster College (PA) 1986 — 1989
Economics, Biology, Religion
SunTrust Investment Services October 1997 - Present
FirstBank January 1992 - May 1997
Education
Columbus State University 1990 — 1992
BBA, Finance and Economics
The University of Georgia 1990 — 1991
Westminster College (PA) 1986 — 1989
Economics, Biology, Religion
Sarah Moore, CLU®'s SunTrust Investment Services Experience 2004 - 2006
Job Sales and Relationship Manager for M Financial Firms at John Hancock Life Insurance Company (U.S.A.)
Industry Financial Services
Experience
John Hancock Life Insurance Company (U.S.A.) July 2012 - Present
John Hancock Life Insurance Company (U.S.A.) January 2007 - July 2012
SunTrust Investment Services 2004 - 2006
Northwestern Mutual 2003 - 2004
Skills
Series 7, Insurance, Long-term Care, Series 63, Relationship Management, Term Life Insurance, Retirement Planning, Finance, Estate Planning, Life Insurance, Retirement
Education
Georgia State University - J. Mack Robinson College of Business 1999 — 2003
Bachelors, Finance, Cum Laude
The American College 2009 — 2011
CLU
John Hancock Life Insurance Company (U.S.A.) July 2012 - Present
John Hancock Life Insurance Company (U.S.A.) January 2007 - July 2012
SunTrust Investment Services 2004 - 2006
Northwestern Mutual 2003 - 2004
Skills
Series 7, Insurance, Long-term Care, Series 63, Relationship Management, Term Life Insurance, Retirement Planning, Finance, Estate Planning, Life Insurance, Retirement
Education
Georgia State University - J. Mack Robinson College of Business 1999 — 2003
Bachelors, Finance, Cum Laude
The American College 2009 — 2011
CLU
James Halabi, MBA's SunTrust Investment Services Experience November 2007 - October 2010
Job Capital One Investment Services
Industry Financial Services
Experience
Capital One August 2012 - Present
Capital Financial Partners/MassMutual 2011 - October 2012
SunTrust Investment Services November 2007 - October 2010
Merrill Lynch 2006 - 2007
RW Pressprich 2002 - 2006
Refco Securities 1997 - 2002
Bersec Securities 1993 - 1997
Skills
Investments, Wealth Management, Equities, Securities, Mutual Funds, Strategic Financial..., Fixed Income, Banking, Series 7, Credit, Portfolio Management, Asset Managment
Education
Strayer University 2008 — 2010
MBA, Business Management
Longwood University 1988 — 1990
BS, Business Adm/Finance
Capital One August 2012 - Present
Capital Financial Partners/MassMutual 2011 - October 2012
SunTrust Investment Services November 2007 - October 2010
Merrill Lynch 2006 - 2007
RW Pressprich 2002 - 2006
Refco Securities 1997 - 2002
Bersec Securities 1993 - 1997
Skills
Investments, Wealth Management, Equities, Securities, Mutual Funds, Strategic Financial..., Fixed Income, Banking, Series 7, Credit, Portfolio Management, Asset Managment
Education
Strayer University 2008 — 2010
MBA, Business Management
Longwood University 1988 — 1990
BS, Business Adm/Finance
Tate Haire CFP®'s SunTrust Investment Services Experience January 2007 - January 2009
Job Wealth Advisor at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank January 2009 - Present
SunTrust Investment Services January 2007 - January 2009
BB&T July 1998 - October 2006
Skills
Wealth Management, Estate Planning, Portfolio Management, Investment Advisory, Retirement Planning, Investments, Asset Allocation, Series 7, Asset Managment, Strategic Financial..., Mutual Funds, Investment Strategies, Series 24, Series 63, Series 65, Life Insurance
Education
CFP®
Campbell University 2004 — 2005
MTIM, Masters Trust and Investment Management
Campbell University 2001 — 2003
MBA, Business Administration
Barton College 1994 — 1998
BS, Management and Marketing
Wells Fargo Private Bank January 2009 - Present
SunTrust Investment Services January 2007 - January 2009
BB&T July 1998 - October 2006
Skills
Wealth Management, Estate Planning, Portfolio Management, Investment Advisory, Retirement Planning, Investments, Asset Allocation, Series 7, Asset Managment, Strategic Financial..., Mutual Funds, Investment Strategies, Series 24, Series 63, Series 65, Life Insurance
Education
CFP®
Campbell University 2004 — 2005
MTIM, Masters Trust and Investment Management
Campbell University 2001 — 2003
MBA, Business Administration
Barton College 1994 — 1998
BS, Management and Marketing
Talitha Nappere's SunTrust Investment Services Experience 2006 - 2011
Job Owner, N.E.I.
Industry Information Services
Experience
N.E. 1 Inc December 2006 - Present
SunTrust Investment Services 2006 - 2011
SunTrust Bank 2006 - 2011
Snelling Professional Services 2003 - 2006
GNC 2003 - 2005
Skills
Recruiting, Internet Strategy, International Relations, Internetworking, Business Networking, Financial Analysis, Strategic Financial..., Protection, Asset Protection, Asset Planning, Budget Monitoring, Financial Strategy, Debt Management, Health Insurance, Disability Insurance, Term Life Insurance, Permanent Life Insurance, Life Insurance, Lifestyle Coaching, Health Education, Public Speaking, Public Relations, Higher Education, Adult Education, Child Development, Special Education, Financial Education, Investments, Investment Education, insurance education, Estate Planning, Estate Tax Planning, Personal Tax Planning, Business Tax Planning, Executive Protection, Strategic Planning, Marketing, Business Strategy, Marketing Strategy, Team Building, New Business Development, Negotiation, Management Consulting, Project Management, Insurance
Education
Northwestern College 1997 — 2000
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Atlanta Technical College
N.E. 1 Inc December 2006 - Present
SunTrust Investment Services 2006 - 2011
SunTrust Bank 2006 - 2011
Snelling Professional Services 2003 - 2006
GNC 2003 - 2005
Skills
Recruiting, Internet Strategy, International Relations, Internetworking, Business Networking, Financial Analysis, Strategic Financial..., Protection, Asset Protection, Asset Planning, Budget Monitoring, Financial Strategy, Debt Management, Health Insurance, Disability Insurance, Term Life Insurance, Permanent Life Insurance, Life Insurance, Lifestyle Coaching, Health Education, Public Speaking, Public Relations, Higher Education, Adult Education, Child Development, Special Education, Financial Education, Investments, Investment Education, insurance education, Estate Planning, Estate Tax Planning, Personal Tax Planning, Business Tax Planning, Executive Protection, Strategic Planning, Marketing, Business Strategy, Marketing Strategy, Team Building, New Business Development, Negotiation, Management Consulting, Project Management, Insurance
Education
Northwestern College 1997 — 2000
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Atlanta Technical College
Arthur Levy's SunTrust Investment Services Experience March 2002 - October 2004
Job Affordable Insurance Services Inc.
Industry Insurance
Experience
Affordable Health Insurance Services Inc. January 2013 - Present
Humana July 2009 - January 2012
Independent Agent October 2005 - August 2009
SunTrust Investment Services March 2002 - October 2004
Citicorp Investment Services January 2000 - March 2002
Washington Mutual, Inc. January 1994 - January 2000
Skills
Life Insurance, Fixed Annuities, Indexed Annuities, Health Insurance, Long-term Care, Critical Illness, Property & Casualty..., Whole Life, Term Life Insurance, Sales, Disability Insurance, Medicare, Mutual Funds, Investments, Retirement, Commercial Insurance, Umbrella Insurance, Retirement Planning, Underwriting, Universal Life, Financial Planning, Employee Benefits, Securities, Wealth Management, Variable Annuities, Financial Advisory, Brokers, Financial Services, Estate Planning, Financial Planners, 401k, Legal Liability, Group Insurance, Commercial Lines, Insurance Brokerage, Homeowners, Health Savings Accounts, General Insurance, Long Term Care Insurance, Casualty, Licensed Property &..., Cafeteria Plans, Licensed Life & Health..., Affordable Care Act, Small Business, Workers Compensation, Annuities, Long Term Care, Health Insurance,..., Equity Indexed Annuities
Education
Florida Gulf Coast University 2003 — 2003
Financial Planning and Services, A
Institute of Business and Finance 1997 — 1997
CFS, Anuities and Mutual Funds
Florida Atlantic University 1988 — 1991
BBA, Business, Management, Marketing, and Related Support Services
Palm Beach State College 1987 — 1991
Associate of Arts (AA), Business Administration and Management, General
Affordable Health Insurance Services Inc. January 2013 - Present
Humana July 2009 - January 2012
Independent Agent October 2005 - August 2009
SunTrust Investment Services March 2002 - October 2004
Citicorp Investment Services January 2000 - March 2002
Washington Mutual, Inc. January 1994 - January 2000
Skills
Life Insurance, Fixed Annuities, Indexed Annuities, Health Insurance, Long-term Care, Critical Illness, Property & Casualty..., Whole Life, Term Life Insurance, Sales, Disability Insurance, Medicare, Mutual Funds, Investments, Retirement, Commercial Insurance, Umbrella Insurance, Retirement Planning, Underwriting, Universal Life, Financial Planning, Employee Benefits, Securities, Wealth Management, Variable Annuities, Financial Advisory, Brokers, Financial Services, Estate Planning, Financial Planners, 401k, Legal Liability, Group Insurance, Commercial Lines, Insurance Brokerage, Homeowners, Health Savings Accounts, General Insurance, Long Term Care Insurance, Casualty, Licensed Property &..., Cafeteria Plans, Licensed Life & Health..., Affordable Care Act, Small Business, Workers Compensation, Annuities, Long Term Care, Health Insurance,..., Equity Indexed Annuities
Education
Florida Gulf Coast University 2003 — 2003
Financial Planning and Services, A
Institute of Business and Finance 1997 — 1997
CFS, Anuities and Mutual Funds
Florida Atlantic University 1988 — 1991
BBA, Business, Management, Marketing, and Related Support Services
Palm Beach State College 1987 — 1991
Associate of Arts (AA), Business Administration and Management, General
Hussain Ehani's SunTrust Investment Services Experience November 2007 - April 2009
Job Experienced Financial & Profitability Analyst
Industry Management Consulting
Experience
Genuine Parts Company February 2015 - Present
KIK Custom Products August 2014 - January 2015
Office Depot September 2012 - August 2014
Gold-N-Diamond, Inc. April 2009 - September 2012
SunTrust Investment Services November 2007 - April 2009
Skills
Financial Analysis, Management, Forecasting, Analysis, Strategy, Business Analysis, Microsoft Excel, Analytics, Process Improvement, Pricing, CRM, Finance, Data Analysis, Strategic Financial..., Negotiation, Team Leadership, Salesforce.com, Financial Modeling, Contract Pricing, Pricing Strategy, Branch Banking, Marketing Strategy, Business Strategy, Gross Margin, Profit Maximization, Macro, Profitability..., Cost Management, Cost Accounting, Cost Reporting, Cognos, PeopleSoft, Vendavo, SharePoint, CMS, Business Process, Gmillennia, Vlookup, Windows 7, Variance Analysis, Competitive Analysis, SAP BW, SAP, Office 365
Education
Georgia State University - J. Mack Robinson College of Business 2005 — 2008
BBA, Accounting & Finance
Genuine Parts Company February 2015 - Present
KIK Custom Products August 2014 - January 2015
Office Depot September 2012 - August 2014
Gold-N-Diamond, Inc. April 2009 - September 2012
SunTrust Investment Services November 2007 - April 2009
Skills
Financial Analysis, Management, Forecasting, Analysis, Strategy, Business Analysis, Microsoft Excel, Analytics, Process Improvement, Pricing, CRM, Finance, Data Analysis, Strategic Financial..., Negotiation, Team Leadership, Salesforce.com, Financial Modeling, Contract Pricing, Pricing Strategy, Branch Banking, Marketing Strategy, Business Strategy, Gross Margin, Profit Maximization, Macro, Profitability..., Cost Management, Cost Accounting, Cost Reporting, Cognos, PeopleSoft, Vendavo, SharePoint, CMS, Business Process, Gmillennia, Vlookup, Windows 7, Variance Analysis, Competitive Analysis, SAP BW, SAP, Office 365
Education
Georgia State University - J. Mack Robinson College of Business 2005 — 2008
BBA, Accounting & Finance
Clayton C. Jeffords's SunTrust Investment Services Experience 2005 - 2006
Job Administrator, Provider Network at MissionPoint Health Partners
Industry Hospital & Health Care
Experience
MissionPoint Health Partners March 2013 - Present
CIMplify August 2009 - March 2013
Richland Real Estate Advisors LLC 2005 - 2009
SunTrust Investment Services 2005 - 2006
Merrill Lynch May 2001 - August 2005
Skills
Clinical Site Management, Medical Technology, Physician Relations, Project Management, Problem Solving, Contract Negotiation, Process Improvement, Medical Billing, Strategic Financial..., Real Estate Transactions, Real Estate Economics, Financial Advisory, Healthcare, Informatics, Practice Management, EHR, Location Intelligence, Physicians, Healthcare Information..., Healthcare Consulting, Healthcare Industry, Leadership, Managed Care, Revenue Cycle, Revenue Cycle Management, Strategic Planning, Team Building
Education
Auburn University 2010 — 2012
MBA, Healthcare Management
Georgia Southern University 1995 — 2000
Bachelor of Science (B.S.), Political Science and Government/Business
LHP
MissionPoint Health Partners March 2013 - Present
CIMplify August 2009 - March 2013
Richland Real Estate Advisors LLC 2005 - 2009
SunTrust Investment Services 2005 - 2006
Merrill Lynch May 2001 - August 2005
Skills
Clinical Site Management, Medical Technology, Physician Relations, Project Management, Problem Solving, Contract Negotiation, Process Improvement, Medical Billing, Strategic Financial..., Real Estate Transactions, Real Estate Economics, Financial Advisory, Healthcare, Informatics, Practice Management, EHR, Location Intelligence, Physicians, Healthcare Information..., Healthcare Consulting, Healthcare Industry, Leadership, Managed Care, Revenue Cycle, Revenue Cycle Management, Strategic Planning, Team Building
Education
Auburn University 2010 — 2012
MBA, Healthcare Management
Georgia Southern University 1995 — 2000
Bachelor of Science (B.S.), Political Science and Government/Business
LHP
Kim McFall's SunTrust Investment Services Experience February 1998 - March 2007
Job .
Industry Financial Services
Experience
UBS April 2013 - Present
Bankers Life and Casualty 2010 - 2012
Morgan Stanley Smith Barney September 2008 - September 2010
SunTrust Investment Services February 1998 - March 2007
Skills
Insurance, Strategic Financial..., Mutual Funds, Investments, Series 63, Series 7, Fixed Annuities, FINRA, Banking, Retirement Planning, Wealth Management, Life Insurance, Health Insurance, Financial Analysis, Long-term Care, Retirement
Education
Virginia Intermont College 1981 — 1984
BS, Merchandising
Appalachian State University 1980 — 1980
J J Kelly High School 1976 — 1980
Diploma
UBS April 2013 - Present
Bankers Life and Casualty 2010 - 2012
Morgan Stanley Smith Barney September 2008 - September 2010
SunTrust Investment Services February 1998 - March 2007
Skills
Insurance, Strategic Financial..., Mutual Funds, Investments, Series 63, Series 7, Fixed Annuities, FINRA, Banking, Retirement Planning, Wealth Management, Life Insurance, Health Insurance, Financial Analysis, Long-term Care, Retirement
Education
Virginia Intermont College 1981 — 1984
BS, Merchandising
Appalachian State University 1980 — 1980
J J Kelly High School 1976 — 1980
Diploma
Karen Trimmer's SunTrust Investment Services Experience November 2007 - July 2014
Job Complex Operations Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2014 - Present
SunTrust Investment Services November 2007 - July 2014
Wachovia Securities Financial Network January 2006 - November 2007
Wachovia Securities Financial Network 2005 - 2006
Wachovia Securities Financial Network 2002 - 2005
Skills
Risk Management, Financial Services, Wealth Management, Customer Service, Management, Compliance Management, Trade Compliance, Project Management, Insurance, Life Insurance, Variable Annuities, Fixed Annuities, Indexed Annuities, FINRA, Time Management, Team Leadership, Supervision, Anti Money Laundering, Bank Secrecy Act, Internal Audit, New Account Opening, New Account Management, Onboarding, Customer Experience, Brokerage, Broker-Dealer, Microsoft Office, Series 7, Series 63, Securities, Investments, Leadership, Mutual Funds
Education
Bellevue University
Leadership
Clover Hill
Virginia Commonwealth University
Bachelor of Education (BEd), Education
Morgan Stanley November 2014 - Present
SunTrust Investment Services November 2007 - July 2014
Wachovia Securities Financial Network January 2006 - November 2007
Wachovia Securities Financial Network 2005 - 2006
Wachovia Securities Financial Network 2002 - 2005
Skills
Risk Management, Financial Services, Wealth Management, Customer Service, Management, Compliance Management, Trade Compliance, Project Management, Insurance, Life Insurance, Variable Annuities, Fixed Annuities, Indexed Annuities, FINRA, Time Management, Team Leadership, Supervision, Anti Money Laundering, Bank Secrecy Act, Internal Audit, New Account Opening, New Account Management, Onboarding, Customer Experience, Brokerage, Broker-Dealer, Microsoft Office, Series 7, Series 63, Securities, Investments, Leadership, Mutual Funds
Education
Bellevue University
Leadership
Clover Hill
Virginia Commonwealth University
Bachelor of Education (BEd), Education
Tammy D. Zimmer's SunTrust Investment Services Experience May 2008 - September 2011
Job Branch Manager at SunTrust
Industry Financial Services
Experience
SunTrust January 2015 - Present
SunTrust Bank August 2013 - December 2014
SunTrust Bank September 2011 - August 2013
Anthony’s Italian Restaurant January 2008 - January 2012
SunTrust Investment Services May 2008 - September 2011
Melani Bros., Inc January 2004 - January 2007
Skills
Credit, Customer Service, Loans, Consumer Lending, Banking, Retail Banking, Sales, Mortgage Lending, Branch Banking, Commercial Banking, Commercial Lending, Lines Of Credit, Small Business Lending, Deposits
Education
Varina High School 1990 — 1994
Bellevue University
Bachlors in Applied Science, Banking and Financial Support Services
John Tyler Community College
SunTrust January 2015 - Present
SunTrust Bank August 2013 - December 2014
SunTrust Bank September 2011 - August 2013
Anthony’s Italian Restaurant January 2008 - January 2012
SunTrust Investment Services May 2008 - September 2011
Melani Bros., Inc January 2004 - January 2007
Skills
Credit, Customer Service, Loans, Consumer Lending, Banking, Retail Banking, Sales, Mortgage Lending, Branch Banking, Commercial Banking, Commercial Lending, Lines Of Credit, Small Business Lending, Deposits
Education
Varina High School 1990 — 1994
Bellevue University
Bachlors in Applied Science, Banking and Financial Support Services
John Tyler Community College
Felicia Newton's SunTrust Investment Services Experience June 1990 - August 1999
Job Banking Professional
Industry Banking
Experience
Wachovia Securities Financial Network April 2000 - March 2009
SunTrust Investment Services June 1990 - August 1999
Skills
Microsoft Excel, Customer Satisfaction, Commercial Banking, Banking, Credit, Retail Banking, Microsoft Word, Outlook, Microsoft Office, Access, Data Entry, Administrative..., Credit Analysis, Team Leadership
Education
The Real Estate Academy - Richmond Virginia - 5/26/2009 2009 — 2009
Certificate of Completion
Borough of Manhattan Community College 1980 — 1983
Associate of Arts, Business Admin
Wachovia Securities Financial Network April 2000 - March 2009
SunTrust Investment Services June 1990 - August 1999
Skills
Microsoft Excel, Customer Satisfaction, Commercial Banking, Banking, Credit, Retail Banking, Microsoft Word, Outlook, Microsoft Office, Access, Data Entry, Administrative..., Credit Analysis, Team Leadership
Education
The Real Estate Academy - Richmond Virginia - 5/26/2009 2009 — 2009
Certificate of Completion
Borough of Manhattan Community College 1980 — 1983
Associate of Arts, Business Admin
Darrin Williams's SunTrust Investment Services Experience July 1993 - June 2004
Job Pastor at First Pentecostal Church of Marion, IN
Industry Religious Institutions
Experience
First Pentecostal Church of Marion, IN January 2011 - Present
MetLife June 2005 - January 2011
SunTrust Investment Services July 1993 - June 2004
Skills
Coaching, Theology, Team Building, Program Development, Microsoft Office, Discipleship, Music, Pastoral Care, Team Leadership, Editing, Biblical Studies, Preaching, Leadership, Missions, Expository Preaching, Public Speaking, Social Networking, Pastoring, Evangelism, Religion, Community Outreach, Volunteer Management, Religious Studies, Organizational..., Church Growth, Strategic Planning, Leadership Development, Teaching, Microsoft Word, Pastoral Counseling, Event Planning, Gospel, Conflict Resolution, Staff Development, Church Events, Pastoral, Motivational Speaking, Nonprofits, Event Management, PowerPoint, Social Media, Singing, Research, Marketing, Microsoft Excel, Spiritual Direction
Education
Indiana Wesleyan University 2015 — 2018
Doctor of Philosophy (Ph.D.), Organizational Leadership
Indiana Wesleyan University 2012 — 2014
Master of Science (MS), Management
Saint Leo University 1994 — 1995
Bachelor of Arts (B.A.), Business Administration and Management, General
First Pentecostal Church of Marion, IN January 2011 - Present
MetLife June 2005 - January 2011
SunTrust Investment Services July 1993 - June 2004
Skills
Coaching, Theology, Team Building, Program Development, Microsoft Office, Discipleship, Music, Pastoral Care, Team Leadership, Editing, Biblical Studies, Preaching, Leadership, Missions, Expository Preaching, Public Speaking, Social Networking, Pastoring, Evangelism, Religion, Community Outreach, Volunteer Management, Religious Studies, Organizational..., Church Growth, Strategic Planning, Leadership Development, Teaching, Microsoft Word, Pastoral Counseling, Event Planning, Gospel, Conflict Resolution, Staff Development, Church Events, Pastoral, Motivational Speaking, Nonprofits, Event Management, PowerPoint, Social Media, Singing, Research, Marketing, Microsoft Excel, Spiritual Direction
Education
Indiana Wesleyan University 2015 — 2018
Doctor of Philosophy (Ph.D.), Organizational Leadership
Indiana Wesleyan University 2012 — 2014
Master of Science (MS), Management
Saint Leo University 1994 — 1995
Bachelor of Arts (B.A.), Business Administration and Management, General
Giuseppe Riggi's SunTrust Investment Services Experience October 2006 - March 2013
Job Internal Wholesaler at Prudential Investments
Industry Financial Services
Experience
Prudential Investments December 2014 - Present
AXA Advisors March 2013 - November 2014
SunTrust Investment Services October 2006 - March 2013
Skills
Series 7, Wealth Management, Series 63, Mutual Funds, Investments, Retirement Planning, Financial Services, Asset Allocation, Alternative Investments, Securities
Education
Dowling College 2001 — 2003
Bachelor's Degree
Prudential Investments December 2014 - Present
AXA Advisors March 2013 - November 2014
SunTrust Investment Services October 2006 - March 2013
Skills
Series 7, Wealth Management, Series 63, Mutual Funds, Investments, Retirement Planning, Financial Services, Asset Allocation, Alternative Investments, Securities
Education
Dowling College 2001 — 2003
Bachelor's Degree
Monica Boston's SunTrust Investment Services Experience AccountantSunTrust Investment ServicesDecember 2008 - Present
Job Accountant at SunTrust Investment Services
Industry Financial Services
Experience
SunTrust Investment Services AccountantSunTrust Investment ServicesDecember 2008 - Present
SunTrust Robinson Humphrey May 2000 - December 2008
Education
Keller Graduate School of Management of DeVry University 2003 — 2005
MBA, Finance
Morris Brown College 1990 — 1995
BS, Accounting
SunTrust Investment Services AccountantSunTrust Investment ServicesDecember 2008 - Present
SunTrust Robinson Humphrey May 2000 - December 2008
Education
Keller Graduate School of Management of DeVry University 2003 — 2005
MBA, Finance
Morris Brown College 1990 — 1995
BS, Accounting
Toks Fahm Ajayi's SunTrust Investment Services Experience July 1999 - July 2009
Job Marketing Director at M.A.C.E Professional Services
Industry Marketing and Advertising
Experience
M.A.C.E Professional Services December 2009 - Present
SunTrust Investment Services July 1999 - July 2009
First Union National Bank May 1998 - October 1999
American Express May 1995 - May 1998
Skills
Advertising, Marketing Strategy, Marketing Communications, Social Media Marketing, Online Advertising, Social Media, Email Marketing, Digital Marketing, Marketing, Direct Marketing, Public Relations, Integrated Marketing, Compliance, Consulting, Customer Retention, Customer Satisfaction, Customer Service, Marketing Research, Operations Management, Event Management, Event Planning, Financial Accounting, Finance, Investment Banking, Investments, Market Research
Education
Johnson and Wales University 1990 — 1994
Bachelor of Applied Science (B.A.Sc.), Marketing/Marketing Management
Johnson and Wales University 1988 — 1990
Associate's degree, Tourism and Travel Services Management
M.A.C.E Professional Services December 2009 - Present
SunTrust Investment Services July 1999 - July 2009
First Union National Bank May 1998 - October 1999
American Express May 1995 - May 1998
Skills
Advertising, Marketing Strategy, Marketing Communications, Social Media Marketing, Online Advertising, Social Media, Email Marketing, Digital Marketing, Marketing, Direct Marketing, Public Relations, Integrated Marketing, Compliance, Consulting, Customer Retention, Customer Satisfaction, Customer Service, Marketing Research, Operations Management, Event Management, Event Planning, Financial Accounting, Finance, Investment Banking, Investments, Market Research
Education
Johnson and Wales University 1990 — 1994
Bachelor of Applied Science (B.A.Sc.), Marketing/Marketing Management
Johnson and Wales University 1988 — 1990
Associate's degree, Tourism and Travel Services Management
Jones (Ifc)'s SunTrust Investment Services Experience October 1999 - May 2006
Job Registered Sales Assistant at Gate City Advisors
Industry Investment Management
Experience
Gate City Advisors June 2006 - Present
SunTrust Investment Services October 1999 - May 2006
Education
Ben L Smith High School
Greensboro College
Gate City Advisors June 2006 - Present
SunTrust Investment Services October 1999 - May 2006
Education
Ben L Smith High School
Greensboro College
Cory Peek's SunTrust Investment Services Experience November 2010 - Present
Job Licensed Personal Banker at SunTrust Investment Services
Industry Financial Services
Experience
SunTrust Investment Services November 2010 - Present
Toyota of Albany May 2010 - October 2010
Franklin Chevrolet Inc. May 2006 - March 2010
Education
Auburn University
Bachelor of Business, Business Administration
Darton State College
Associates of Science, Business Administration
SunTrust Investment Services November 2010 - Present
Toyota of Albany May 2010 - October 2010
Franklin Chevrolet Inc. May 2006 - March 2010
Education
Auburn University
Bachelor of Business, Business Administration
Darton State College
Associates of Science, Business Administration
Karen Kinsey's SunTrust Investment Services Experience 1992 - 2000
Job Trust and Estate Administration at Manning & Murray, P.C.
Industry Legal Services
Experience
Manning & Murray, P.C. 2008 - Present
5210 Wilson Blvd LLC 2000 - Present
The Ruddy Law Firm 2001 - 2007
Tanzman's LLC 1995 - 2005
SunTrust Investment Services 1992 - 2000
Kaplan Associates, Inc. 1985 - 1992
Skills
Banking, Estate Administration, Loans, Estate Planning, Trust administration, Small Business, Management, Valuation, Probate, Securities, Accounting, Income Tax, Trusts, Mergers, Strategy, Finance
Education
Cornell University - Johnson Graduate School of Management 1983 — 1985
Master of Business Administration (MBA), Finance, Human Resources
UVA 1975 — 1979
Bachelor of Arts (B.A.), Economics, Sociology
Manning & Murray, P.C. 2008 - Present
5210 Wilson Blvd LLC 2000 - Present
The Ruddy Law Firm 2001 - 2007
Tanzman's LLC 1995 - 2005
SunTrust Investment Services 1992 - 2000
Kaplan Associates, Inc. 1985 - 1992
Skills
Banking, Estate Administration, Loans, Estate Planning, Trust administration, Small Business, Management, Valuation, Probate, Securities, Accounting, Income Tax, Trusts, Mergers, Strategy, Finance
Education
Cornell University - Johnson Graduate School of Management 1983 — 1985
Master of Business Administration (MBA), Finance, Human Resources
UVA 1975 — 1979
Bachelor of Arts (B.A.), Economics, Sociology
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY