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
Jeff Flowers Jeff Flowers's SunTrust Investment Services Experience January 2005 - September 2012
Job LPL Financial Advisor at Tennessee Valley Investment Advisors
Industry Financial Services
Experience
Tennessee Valley Investment Advisors September 2012 - Present
SunTrust Investment Services January 2005 - September 2012
Skills
Retirement Planning, Personal Financial..., Investment Management, CRPC, College Savings Plans, Retirement Income...
Education
The University of Tennessee at Chattanooga
Bachelor of Science (BS), Finance, General
The University of Tennessee at Chattanooga
Bachelor of Science (BS), Environmental Science
Tennessee Valley Investment Advisors September 2012 - Present
SunTrust Investment Services January 2005 - September 2012
Skills
Retirement Planning, Personal Financial..., Investment Management, CRPC, College Savings Plans, Retirement Income...
Education
The University of Tennessee at Chattanooga
Bachelor of Science (BS), Finance, General
The University of Tennessee at Chattanooga
Bachelor of Science (BS), Environmental Science
Lee Scroggins Lee Scroggins's SunTrust Investment Services Experience August 2010 - December 2011
Job The Turner Agency, Inc.
Industry Insurance
Experience
The Turner Agency, Inc. September 2015 - Present
Highland Capital Brokerage January 2012 - 2015
SunTrust Investment Services August 2010 - December 2011
Northwestern Mutual June 2000 - July 2010
Skills
Business Planning, Public Speaking, Insurance, Microsoft Excel, Research, Microsoft Word, Windows, Retail, Customer Service, New Business Development, Microsoft Office, Analysis, Sales, Financial Analysis, Marketing, Portfolio Management, Strategy, Leadership, Investments, Finance, Marketing Strategy, Asset Management
Education
The University of Georgia 1994 — 1998
Consumer Economics
Westminster 1986 — 1993
The Turner Agency, Inc. September 2015 - Present
Highland Capital Brokerage January 2012 - 2015
SunTrust Investment Services August 2010 - December 2011
Northwestern Mutual June 2000 - July 2010
Skills
Business Planning, Public Speaking, Insurance, Microsoft Excel, Research, Microsoft Word, Windows, Retail, Customer Service, New Business Development, Microsoft Office, Analysis, Sales, Financial Analysis, Marketing, Portfolio Management, Strategy, Leadership, Investments, Finance, Marketing Strategy, Asset Management
Education
The University of Georgia 1994 — 1998
Consumer Economics
Westminster 1986 — 1993
Melody K. Clark Melody K. Clark's SunTrust Investment Services Experience 2006 - 2006
Job JPMorgan Private Bank
Industry Financial Services
Experience
JPMorgan Private Bank August 2011 - Present
Wells Fargo Advisors Private Client Group April 2007 - July 2010
SunTrust Investment Services 2006 - 2006
Morgan Stanley Smith Barney 2005 - 2006
Winn Residential Properties November 2003 - November 2004
RBC Wealth Management May 2002 - August 2003
Skills
Series 7, Financial Modeling, Investments, Asset Management, Economics, Finance, Portfolio Management, Equities, Analysis
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2010 — 2011
Italian and Spanish Language Study
Stephen F. Austin State University 1998 — 2002
Bachelor of Business Administration, Finance
JPMorgan Private Bank August 2011 - Present
Wells Fargo Advisors Private Client Group April 2007 - July 2010
SunTrust Investment Services 2006 - 2006
Morgan Stanley Smith Barney 2005 - 2006
Winn Residential Properties November 2003 - November 2004
RBC Wealth Management May 2002 - August 2003
Skills
Series 7, Financial Modeling, Investments, Asset Management, Economics, Finance, Portfolio Management, Equities, Analysis
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2010 — 2011
Italian and Spanish Language Study
Stephen F. Austin State University 1998 — 2002
Bachelor of Business Administration, Finance
Jonathan Owenby, CRPC Jonathan Owenby, CRPC's SunTrust Investment Services Experience August 1998 - September 2013
Job Senior Wealth Advisor, Partner
Industry Financial Services
Experience
Owenby Jones Wealth Management LLC September 2013 - Present
SunTrust Investment Services August 1998 - September 2013
Skills
Strategic Financial..., Series 7, Wealth Management..., Comprehensive Wealth..., Financial Planning
Education
University of Georgia - Terry College of Business 1995 — 1998
BBA, Finance, Economics
Owenby Jones Wealth Management LLC September 2013 - Present
SunTrust Investment Services August 1998 - September 2013
Skills
Strategic Financial..., Series 7, Wealth Management..., Comprehensive Wealth..., Financial Planning
Education
University of Georgia - Terry College of Business 1995 — 1998
BBA, Finance, Economics
Jay Sivarajah Jay Sivarajah's SunTrust Investment Services Experience October 2004 - September 2005
Job Senior backend software engineer\ Architect (Picarro)
Industry Information Technology and Services
Experience
Picarro, Inc. April 2014 - Present
PennDOT (Pennsylvania department of Transportation) September 2011 - April 2014
Georgia Department of Driver Services October 2005 - August 2011
SunTrust Investment Services October 2004 - September 2005
American Electric Power January 2004 - September 2004
NetAssist International March 2003 - January 2004
JKCS August 2002 - May 2003
Skills
Microsoft SQL Server, Requirements Analysis, Agile Methodologies, Mobile Applications, Windows Server, VB.NET, Business Analysis, Java Enterprise Edition, .NET, Oracle, SOA, HTML, Enterprise Architecture, SharePoint, AJAX, Architecture, PL/SQL, WCF, Testing, SQL, Quality Assurance, Software Project..., Web Services, VBScript, jQuery, Requirements Gathering, Software Development, SDLC, C#, JavaScript, Program Management, Visual Studio, TFS, Visio, ASP.NET, ADO.NET, XML, T-SQL, ArcGIS Server, ArcCatalog, ASP.NET MVC, jQuery Mobile, ArcMap, UML, SSRS, SSIS, Integration, Solution Architecture, SOAP, Web Applications
Education
The Manchester Metropolitan University 1998 — 2002
BSc (Hons) Information Systems, Information Systems
Penn State University 2013 — 2014
Graduate Certificate in Enterprise Architecture, Enterprise Architecture
Picarro, Inc. April 2014 - Present
PennDOT (Pennsylvania department of Transportation) September 2011 - April 2014
Georgia Department of Driver Services October 2005 - August 2011
SunTrust Investment Services October 2004 - September 2005
American Electric Power January 2004 - September 2004
NetAssist International March 2003 - January 2004
JKCS August 2002 - May 2003
Skills
Microsoft SQL Server, Requirements Analysis, Agile Methodologies, Mobile Applications, Windows Server, VB.NET, Business Analysis, Java Enterprise Edition, .NET, Oracle, SOA, HTML, Enterprise Architecture, SharePoint, AJAX, Architecture, PL/SQL, WCF, Testing, SQL, Quality Assurance, Software Project..., Web Services, VBScript, jQuery, Requirements Gathering, Software Development, SDLC, C#, JavaScript, Program Management, Visual Studio, TFS, Visio, ASP.NET, ADO.NET, XML, T-SQL, ArcGIS Server, ArcCatalog, ASP.NET MVC, jQuery Mobile, ArcMap, UML, SSRS, SSIS, Integration, Solution Architecture, SOAP, Web Applications
Education
The Manchester Metropolitan University 1998 — 2002
BSc (Hons) Information Systems, Information Systems
Penn State University 2013 — 2014
Graduate Certificate in Enterprise Architecture, Enterprise Architecture
Melanie Chenault Melanie Chenault's SunTrust Investment Services Experience May 1994 - November 2003
Job Client Service Manager at HSC Wealth Advisors
Industry Financial Services
Experience
HSC Wealth Advisors June 2014 - Present
Northwestern Mutual December 2008 - February 2014
Morgan Stanley Smith Barney May 2005 - December 2008
Bank of America November 2003 - May 2005
SunTrust Investment Services May 1994 - November 2003
SunTrust Bank June 1985 - May 1994
Skills
Wealth Management, Relationship Management, Retirement Planning, Portfolio Management, Financial Services, Strategic Financial..., Series 63, Series 66, Compliance, Investment Operations, Finance, Financial Analysis, Mutual Funds, Life & Health Licenses, Insurance, Series 7
Education
University of Richmond 1990 — 1994
Bachelor's Degree, Humanities and Social Sciences
Central Virginia Community College
Associate's Degree, Banking & Finance
HSC Wealth Advisors June 2014 - Present
Northwestern Mutual December 2008 - February 2014
Morgan Stanley Smith Barney May 2005 - December 2008
Bank of America November 2003 - May 2005
SunTrust Investment Services May 1994 - November 2003
SunTrust Bank June 1985 - May 1994
Skills
Wealth Management, Relationship Management, Retirement Planning, Portfolio Management, Financial Services, Strategic Financial..., Series 63, Series 66, Compliance, Investment Operations, Finance, Financial Analysis, Mutual Funds, Life & Health Licenses, Insurance, Series 7
Education
University of Richmond 1990 — 1994
Bachelor's Degree, Humanities and Social Sciences
Central Virginia Community College
Associate's Degree, Banking & Finance
David Lookadoo, CRPC David Lookadoo, CRPC's SunTrust Investment Services Experience 2005 - 2009
Job Vice President, Financial Advisor FTB Advisors, Inc.
Industry Financial Services
Experience
FTB Advisors 2009 - Present
SunTrust Investment Services 2005 - 2009
American Express Financial Advisors 2002 - 2005
AXA Advisors 2000 - 2002
Education
University of Arkansas at Little Rock
Accounting
FTB Advisors 2009 - Present
SunTrust Investment Services 2005 - 2009
American Express Financial Advisors 2002 - 2005
AXA Advisors 2000 - 2002
Education
University of Arkansas at Little Rock
Accounting
Jaimal Hayes Jaimal Hayes's SunTrust Investment Services Experience January 2011 - July 2011
Job Compliance Analyst at Genworth Financial
Industry Financial Services
Experience
Capital One April 2015 - Present
Abner Baptist Church April 2002 - Present
Genworth Financial July 2011 - April 2015
SunTrust Investment Services January 2011 - July 2011
Wells Fargo Advisors December 2005 - July 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning
Education
University of Scranton
Master of Business Administration (MBA)
University of Mary Washington
Bachelor of Arts (B.A.), Economics
Virginia Union University
Master of Divinity (M.Div.), Theology/Theological Studies
Capital One April 2015 - Present
Abner Baptist Church April 2002 - Present
Genworth Financial July 2011 - April 2015
SunTrust Investment Services January 2011 - July 2011
Wells Fargo Advisors December 2005 - July 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning
Education
University of Scranton
Master of Business Administration (MBA)
University of Mary Washington
Bachelor of Arts (B.A.), Economics
Virginia Union University
Master of Divinity (M.Div.), Theology/Theological Studies
Dana Gordon, LUTCF Dana Gordon, LUTCF's SunTrust Investment Services Experience 1999 - 2008
Job Partner
Industry
Experience
New York Life Insurance Company 2008 - Present
SunTrust Investment Services 1999 - 2008
Skills
College Recruiting, Financial Recruiting, Hands on Leader, Interviewing, Training, Thought Leadership, Insurance, Fixed Annuities, Public Speaking, Customer Service, Sales, Finance, Employee Benefits, Business Planning, Leadership, Recruiting, Strategy, Interviews, Management, Financial Services, Team Building
Education
Oral Roberts University
Bachelor of Science (BS), Accounting
New York Life Insurance Company 2008 - Present
SunTrust Investment Services 1999 - 2008
Skills
College Recruiting, Financial Recruiting, Hands on Leader, Interviewing, Training, Thought Leadership, Insurance, Fixed Annuities, Public Speaking, Customer Service, Sales, Finance, Employee Benefits, Business Planning, Leadership, Recruiting, Strategy, Interviews, Management, Financial Services, Team Building
Education
Oral Roberts University
Bachelor of Science (BS), Accounting
Hunter Mills Hunter Mills's SunTrust Investment Services Experience April 2007 - October 2011
Job
Industry Investment Management
Experience
First Tennessee Bank March 2012 - February 2013
Morgan Stanley October 2011 - March 2012
SunTrust Investment Services April 2007 - October 2011
Skills
Sales, Relationship Management, Investment Strategies, Portfolio Optimization
Education
University of Mississippi 2001 — 2005
Bachelor of Business Administration (BBA), Business Administration and Management, General
First Tennessee Bank March 2012 - February 2013
Morgan Stanley October 2011 - March 2012
SunTrust Investment Services April 2007 - October 2011
Skills
Sales, Relationship Management, Investment Strategies, Portfolio Optimization
Education
University of Mississippi 2001 — 2005
Bachelor of Business Administration (BBA), Business Administration and Management, General
Audrey Cawman's SunTrust Investment Services Experience March 2010 - May 2012
Job Territory Manager, Jefferson National
Industry Financial Services
Experience
Jefferson National January 2015 - Present
Haberer Investments March 2014 - January 2015
Fifth Third Securities May 2012 - March 2014
SunTrust Investment Services March 2010 - May 2012
PLANCO, The Hartford February 2006 - March 2010
Skills
Series 7, Mutual Funds, Insurance, Investments, Management
Education
University of Kentucky 1996 — 2001
Bachelor of Arts (B.A.), Psychology
Jefferson National January 2015 - Present
Haberer Investments March 2014 - January 2015
Fifth Third Securities May 2012 - March 2014
SunTrust Investment Services March 2010 - May 2012
PLANCO, The Hartford February 2006 - March 2010
Skills
Series 7, Mutual Funds, Insurance, Investments, Management
Education
University of Kentucky 1996 — 2001
Bachelor of Arts (B.A.), Psychology
Deann Venuti Deann Venuti's SunTrust Investment Services Experience December 2000 - June 2011
Job Orange Theory Fitness Franchise Owner
Industry Health, Wellness and Fitness
Experience
Orange Theory Fitness June 2013 - Present
Orangetheory Fitness October 2011 - June 2013
Ameriprise Financial Services, Inc. July 2011 - December 2011
SunTrust Investment Services December 2000 - June 2011
Skills
Business Development, Financial Analysis, Leadership, Customer Service, Fitness, Marketing, Marketing Strategy, Sales, Sales Management, Small Business, Wellness, Team Building
Education
University of Florida 1997 — 1999
BA, Business Administration
Santa Fe Community College 1994 — 1997
AA, Business/Accounting
Orange Theory Fitness June 2013 - Present
Orangetheory Fitness October 2011 - June 2013
Ameriprise Financial Services, Inc. July 2011 - December 2011
SunTrust Investment Services December 2000 - June 2011
Skills
Business Development, Financial Analysis, Leadership, Customer Service, Fitness, Marketing, Marketing Strategy, Sales, Sales Management, Small Business, Wellness, Team Building
Education
University of Florida 1997 — 1999
BA, Business Administration
Santa Fe Community College 1994 — 1997
AA, Business/Accounting
Scott W. B. Kaiser's SunTrust Investment Services Experience 1996 - 2000
Job Account Executive at CorVel Corporation
Industry Insurance
Experience
CorVel Corporation January 2011 - Present
Luxottica Retail 2009 - 2010
UnitedHealth Group 2002 - 2008
CompFirst 2000 - 2002
SunTrust Investment Services 1996 - 2000
Skills
Health Insurance, Insurance, Account Management, Managed Care, Employee Benefits, Salesforce.com, New Business Development, Sales, CRM, Networking, Disability Insurance, Strategic Planning, Sales Operations, Leadership, Human Resources, Cross-functional Team..., Management, Healthcare, Sales Management, Cold Calling, Workers Compensation, Sales Process, Finance, Program Management, Marketing, Selling
Education
Middle Tennessee State University 1994 — 1996
Bachelor of Science, Business Administration, Finance Major
CorVel Corporation January 2011 - Present
Luxottica Retail 2009 - 2010
UnitedHealth Group 2002 - 2008
CompFirst 2000 - 2002
SunTrust Investment Services 1996 - 2000
Skills
Health Insurance, Insurance, Account Management, Managed Care, Employee Benefits, Salesforce.com, New Business Development, Sales, CRM, Networking, Disability Insurance, Strategic Planning, Sales Operations, Leadership, Human Resources, Cross-functional Team..., Management, Healthcare, Sales Management, Cold Calling, Workers Compensation, Sales Process, Finance, Program Management, Marketing, Selling
Education
Middle Tennessee State University 1994 — 1996
Bachelor of Science, Business Administration, Finance Major
Ann Taylor Holley's SunTrust Investment Services Experience July 2014 - Present
Job Marketing Communications
Industry Marketing and Advertising
Experience
SunTrust Investment Services July 2014 - Present
Elly Preston Jewelry July 2010 - June 2014
The University of Georgia May 2011 - August 2012
EcoFashion Lab April 2012 - June 2012
Passport Magazine January 2010 - April 2010
Skills
Adobe Creative Suite, Public Relations, Web Design, Computer Graphics, Fashion Buying, Marketing Communications, Marketing Event Planning, Event Planning, Microsoft Office, Facebook, iMovie, Graphic Design, Social Media Marketing, Social Media, Pinterest, Wordpress, Blogging, Retail, Wholesale, Customer Service, Politics, iWork, Facebook Marketing, Windows Movie Maker, Fashion, Organizational Structure, Costume Design, Debate, Themed Entertainment, Party Plan, Organizational Change, QuickBooks, Custom Facebook Pages, Web Development, Business Travel, Events, Advertising
Education
The University of Georgia 2009 — 2013
Bachelor's Degree, Advertising, cum laude
University of Georgia 2009 — 2013
Bachelor's Degree, Pyschology, cum laude
University of Georgia 2009 — 2013
Interdisciplinary Certificate, New Media, cum laude
Starr's Mill High School 2005 — 2009
SunTrust Investment Services July 2014 - Present
Elly Preston Jewelry July 2010 - June 2014
The University of Georgia May 2011 - August 2012
EcoFashion Lab April 2012 - June 2012
Passport Magazine January 2010 - April 2010
Skills
Adobe Creative Suite, Public Relations, Web Design, Computer Graphics, Fashion Buying, Marketing Communications, Marketing Event Planning, Event Planning, Microsoft Office, Facebook, iMovie, Graphic Design, Social Media Marketing, Social Media, Pinterest, Wordpress, Blogging, Retail, Wholesale, Customer Service, Politics, iWork, Facebook Marketing, Windows Movie Maker, Fashion, Organizational Structure, Costume Design, Debate, Themed Entertainment, Party Plan, Organizational Change, QuickBooks, Custom Facebook Pages, Web Development, Business Travel, Events, Advertising
Education
The University of Georgia 2009 — 2013
Bachelor's Degree, Advertising, cum laude
University of Georgia 2009 — 2013
Bachelor's Degree, Pyschology, cum laude
University of Georgia 2009 — 2013
Interdisciplinary Certificate, New Media, cum laude
Starr's Mill High School 2005 — 2009
Josh Schlieman Josh Schlieman's SunTrust Investment Services Experience June 2003 - July 2008
Job Partner and Wealth Advisor at Sullivan & Schlieman Wealth Management, LLC
Industry Financial Services
Experience
Sullivan & Schlieman Wealth Management, LLC July 2008 - Present
SunTrust Investment Services June 2003 - July 2008
Habersham Bank January 2002 - January 2003
Skills
Asset Protection, Financial Management, Portfolio Analysis, Performance Assessment, Revenue Generation, Entrepreneurial Spirit..., High Integrity and..., Series 7, Series 24, Series 66, Asset Allocation, Wealth Management, Strategic Financial..., Portfolio Management, Investments, Financial Planners, Wealth, Finance, FINRA, Series 63, Retirement Planning, Financial Advisory, Personal Finance, Retirement
Education
The University of Georgia 1998 — 2002
Bachelor’s Degree, Finance
Oglethorpe University
Certified Financial Planner
Sullivan & Schlieman Wealth Management, LLC July 2008 - Present
SunTrust Investment Services June 2003 - July 2008
Habersham Bank January 2002 - January 2003
Skills
Asset Protection, Financial Management, Portfolio Analysis, Performance Assessment, Revenue Generation, Entrepreneurial Spirit..., High Integrity and..., Series 7, Series 24, Series 66, Asset Allocation, Wealth Management, Strategic Financial..., Portfolio Management, Investments, Financial Planners, Wealth, Finance, FINRA, Series 63, Retirement Planning, Financial Advisory, Personal Finance, Retirement
Education
The University of Georgia 1998 — 2002
Bachelor’s Degree, Finance
Oglethorpe University
Certified Financial Planner
Barbara Borowsky, QFP,CEP's SunTrust Investment Services Experience January 2003 - December 2008
Job Vice PresidentInvestments at Turnerwealth Management
Industry Financial Services
Experience
TurnerWealth Management May 2009 - Present
TurnerWealth Management May 2009 - Present
SunTrust Investment Services January 2003 - December 2008
Wachovia Investments 1994 - 2003
Skills
Series 7, Retirement Planning, Wealth Management, Series 63, Certified Estate Planner, Life, Accident..., Series 66, Completion of The..., Qualified Financial..., series 26, Asset Allocation, Finance, Retirement, Uniform Combined State..., Portfolio Management, Alternative Investments, Securities, Bonds, Roth IRA, Financial Analysis, FINRA, Strategic Financial..., Financial Planning, Mutual Funds, Investments, Stocks, Estate Planning
Education
OGLETHORPE UNIVERSITY 1997 — 1999
CERTIFICATE "THE FINANCIAL PLANNING PROGRAM", FINANCIAL PLANNING
University of Central Florida 1984 — 1987
YES, Business/Interpersonal communications
MT DORA HIGH 1979 — 1983
Mars Hill University
TurnerWealth Management May 2009 - Present
TurnerWealth Management May 2009 - Present
SunTrust Investment Services January 2003 - December 2008
Wachovia Investments 1994 - 2003
Skills
Series 7, Retirement Planning, Wealth Management, Series 63, Certified Estate Planner, Life, Accident..., Series 66, Completion of The..., Qualified Financial..., series 26, Asset Allocation, Finance, Retirement, Uniform Combined State..., Portfolio Management, Alternative Investments, Securities, Bonds, Roth IRA, Financial Analysis, FINRA, Strategic Financial..., Financial Planning, Mutual Funds, Investments, Stocks, Estate Planning
Education
OGLETHORPE UNIVERSITY 1997 — 1999
CERTIFICATE "THE FINANCIAL PLANNING PROGRAM", FINANCIAL PLANNING
University of Central Florida 1984 — 1987
YES, Business/Interpersonal communications
MT DORA HIGH 1979 — 1983
Mars Hill University
Jarrod Brown Jarrod Brown's SunTrust Investment Services Experience December 2013 - December 2014
Job Associate Product Manager Fixed Income at Invesco
Industry Investment Management
Experience
Invesco Ltd. January 2015 - Present
SunTrust Investment Services December 2013 - December 2014
SunTrust Investment Services June 2012 - December 2013
E*TRADE Financial May 2011 - May 2012
First Investors Corporation May 2009 - August 2009
Education
The University of Georgia 2005 — 2009
B.S., Financial Planning
2015 CFA Level I Candidate in the CFA Program
Invesco Ltd. January 2015 - Present
SunTrust Investment Services December 2013 - December 2014
SunTrust Investment Services June 2012 - December 2013
E*TRADE Financial May 2011 - May 2012
First Investors Corporation May 2009 - August 2009
Education
The University of Georgia 2005 — 2009
B.S., Financial Planning
2015 CFA Level I Candidate in the CFA Program
Darin Hoke's SunTrust Investment Services Experience 2006 - 2011
Job Recruiter at S·com, Inc.
Industry Information Technology and Services
Experience
scom-usa 2011 - Present
SunTrust Investment Services 2006 - 2011
Skills
Risk Assessment, Financial Analysis, Customer Relations, Problem Solving, Training & Development, Spanish, Banking, Insurance, Investments, Team Leadership, Negotiation, Staffing Services, Temporary Placement, Customer Service, Project Planning, Employee Training, Sales, Management, Recruiting, Microsoft Excel, Strategic Planning, Telecommunications, Program Management, Analysis, Human Resources, Project Management, Team Building, Contract Negotiation, Business Development, Training, Time Management, Leadership, Vendor Management
Education
University of North Carolina at Chapel Hill 2000 — 2004
Bachelors, Chemistry & Spanish
scom-usa 2011 - Present
SunTrust Investment Services 2006 - 2011
Skills
Risk Assessment, Financial Analysis, Customer Relations, Problem Solving, Training & Development, Spanish, Banking, Insurance, Investments, Team Leadership, Negotiation, Staffing Services, Temporary Placement, Customer Service, Project Planning, Employee Training, Sales, Management, Recruiting, Microsoft Excel, Strategic Planning, Telecommunications, Program Management, Analysis, Human Resources, Project Management, Team Building, Contract Negotiation, Business Development, Training, Time Management, Leadership, Vendor Management
Education
University of North Carolina at Chapel Hill 2000 — 2004
Bachelors, Chemistry & Spanish
Michael Darr Michael Darr's SunTrust Investment Services Experience May 1996 - February 2006
Job Vice President at First Trust
Industry Investment Management
Experience
First Trust February 2006 - Present
SunTrust Investment Services May 1996 - February 2006
JPMorgan Chase & Co. 1994 - 1996
Dreyfus 1992 - 1994
First Investors 1990 - 1992
Skills
Portfolio Analysis, Core and Satellite..., Gap and Overlap..., ETF Comparisons, Economic Updates, Practice Management..., Client Presentations
Education
NYU
Bachelor's degree, Finance
Schreiber high school
First Trust February 2006 - Present
SunTrust Investment Services May 1996 - February 2006
JPMorgan Chase & Co. 1994 - 1996
Dreyfus 1992 - 1994
First Investors 1990 - 1992
Skills
Portfolio Analysis, Core and Satellite..., Gap and Overlap..., ETF Comparisons, Economic Updates, Practice Management..., Client Presentations
Education
NYU
Bachelor's degree, Finance
Schreiber high school
Shannon Chandler-Hurt, CRPC®'s SunTrust Investment Services Experience October 2009 - April 2011
Job Registered Sales Assistant
Industry Investment Management
Experience
Investor's Resource, Raymond James August 2014 - Present
Investor's Resource, Raymond James December 2013 - Present
Davis Financial Services, Inc March 2013 - September 2013
Triad Advisors September 2011 - March 2013
SunTrust Investment Services October 2009 - April 2011
Skills
Investments, Investment Advisory, Series 63, Wealth Management, Investment Operations, Investment Management..., Equity Trading, Investment..., Retail Banking, Private Banking, Series 7, Financial Analysis
Education
University of Alabama 1998 — 1999
Bachelor of Science (B.S.), Financial Planning and Services
Northeast Alabama Community College 1996 — 1998
Investor's Resource, Raymond James August 2014 - Present
Investor's Resource, Raymond James December 2013 - Present
Davis Financial Services, Inc March 2013 - September 2013
Triad Advisors September 2011 - March 2013
SunTrust Investment Services October 2009 - April 2011
Skills
Investments, Investment Advisory, Series 63, Wealth Management, Investment Operations, Investment Management..., Equity Trading, Investment..., Retail Banking, Private Banking, Series 7, Financial Analysis
Education
University of Alabama 1998 — 1999
Bachelor of Science (B.S.), Financial Planning and Services
Northeast Alabama Community College 1996 — 1998
Mark Hajduk's SunTrust Investment Services Experience August 2000 - July 2003
Job General Manager at Voxpopuli, Inc.
Industry Marketing and Advertising
Experience
Voxpopuli, Inc. March 2011 - Present
Cloud 9 Landscaping Services LLC August 2003 - December 2010
SunTrust Investment Services August 2000 - July 2003
Invesco Capital Management May 1998 - August 2000
United States Department of Justice January 1995 - May 1997
Skills
Successfully execute..., Driven to achieving the..., Logistics Management, Project Planning, Project Management, Sage Accounts, Accounts Receivable, Accounts Payable, Supplier Evaluation, Supply Management
Education
The University of Georgia 1990 — 1994
Bachelor of Arts (BA), History
Voxpopuli, Inc. March 2011 - Present
Cloud 9 Landscaping Services LLC August 2003 - December 2010
SunTrust Investment Services August 2000 - July 2003
Invesco Capital Management May 1998 - August 2000
United States Department of Justice January 1995 - May 1997
Skills
Successfully execute..., Driven to achieving the..., Logistics Management, Project Planning, Project Management, Sage Accounts, Accounts Receivable, Accounts Payable, Supplier Evaluation, Supply Management
Education
The University of Georgia 1990 — 1994
Bachelor of Arts (BA), History
Eleanor Golembe Eleanor Golembe's SunTrust Investment Services Experience 1999 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
SunTrust Investment Services 1999 - 2012
Bank of America May 1985 - August 1998
Skills
Financial Investments, Compliance Operations, Management, Business Development, Financial Analysis, Analysis, Budgets, Investments, Internal Audit
Education
University of Miami - School of Business 1980 — 1984
Bachelor of Business Administration (BBA), International Finance and Marketing
SunTrust Investment Services 1999 - 2012
Bank of America May 1985 - August 1998
Skills
Financial Investments, Compliance Operations, Management, Business Development, Financial Analysis, Analysis, Budgets, Investments, Internal Audit
Education
University of Miami - School of Business 1980 — 1984
Bachelor of Business Administration (BBA), International Finance and Marketing
John Gagliardi John Gagliardi's SunTrust Investment Services Experience 2000 - 2005
Job Regional Manager at M&T Securities, Inc
Industry Financial Services
Experience
M&T Securities, Inc October 2014 - Present
SunTrust Investment Services, Inc August 2009 - October 2014
Banc of America Investments February 2008 - February 2009
Citigroup 2005 - 2008
Citicorp Investment Services 2005 - 2008
Smith Barney 2005 - 2008
Citi 2006 - 2007
SunTrust Investment Services 2000 - 2005
PaineWebber 1987 - 1993
Skills
Finance, Management, Credit, Mutual Funds, Portfolio Management, Retirement Planning, Banking, Leadership, Financial Services, Financial Planning, Series 63, Risk Management, Sales, Securities
Education
Salem International University 1984 — 1987
BS, Business Magement
M&T Securities, Inc October 2014 - Present
SunTrust Investment Services, Inc August 2009 - October 2014
Banc of America Investments February 2008 - February 2009
Citigroup 2005 - 2008
Citicorp Investment Services 2005 - 2008
Smith Barney 2005 - 2008
Citi 2006 - 2007
SunTrust Investment Services 2000 - 2005
PaineWebber 1987 - 1993
Skills
Finance, Management, Credit, Mutual Funds, Portfolio Management, Retirement Planning, Banking, Leadership, Financial Services, Financial Planning, Series 63, Risk Management, Sales, Securities
Education
Salem International University 1984 — 1987
BS, Business Magement
Raymond Leon Scott Jr.'s SunTrust Investment Services Experience June 2013 - February 2014
Job Senior Client Service Associate
Industry Financial Services
Experience
Homestead Funds February 2014 - Present
SunTrust Investment Services June 2013 - February 2014
Virginia Asset Management September 2012 - April 2013
Fastenal July 2010 - September 2012
BB&T Capital Markets January 2012 - January 2012
Randolph-Macon College June 2009 - October 2011
McDonald's Corporation June 2007 - August 2009
Skills
Management, Public Speaking, Leadership, Microsoft Office, Research, PowerPoint, Data Analysis, Personal Budgeting, Social Media, Accounting, Time Management, Sales, Analysis, Finance
Education
Randolph-Macon College 2008 — 2012
Bachelor of Arts, Accounting and Business/Economics, Senior
Homestead Funds February 2014 - Present
SunTrust Investment Services June 2013 - February 2014
Virginia Asset Management September 2012 - April 2013
Fastenal July 2010 - September 2012
BB&T Capital Markets January 2012 - January 2012
Randolph-Macon College June 2009 - October 2011
McDonald's Corporation June 2007 - August 2009
Skills
Management, Public Speaking, Leadership, Microsoft Office, Research, PowerPoint, Data Analysis, Personal Budgeting, Social Media, Accounting, Time Management, Sales, Analysis, Finance
Education
Randolph-Macon College 2008 — 2012
Bachelor of Arts, Accounting and Business/Economics, Senior
Nicholas Durso Nicholas Durso's SunTrust Investment Services Experience July 2010 - December 2010
Job PNC Wealth Management Relationship Manager
Industry Financial Services
Experience
PNC Wealth Management June 2014 - Present
PNC December 2012 - June 2014
Merrill Lynch January 2011 - December 2012
SunTrust Investment Services July 2010 - December 2010
BB&T Investments Services January 2010 - June 2010
Sovereign Bank August 2005 - December 2009
Education
Georgetown University
Executive Certificate, Financial Planning and Services
University of New Hampshire
Bachelor's degree, Business Administration and Management, General
PNC Wealth Management June 2014 - Present
PNC December 2012 - June 2014
Merrill Lynch January 2011 - December 2012
SunTrust Investment Services July 2010 - December 2010
BB&T Investments Services January 2010 - June 2010
Sovereign Bank August 2005 - December 2009
Education
Georgetown University
Executive Certificate, Financial Planning and Services
University of New Hampshire
Bachelor's degree, Business Administration and Management, General
Ned Payne Ned Payne's SunTrust Investment Services Experience October 2007 - June 2010
Job Business Intelligence Advisor at SNL Financial
Industry Financial Services
Experience
SNL Financial November 2012 - Present
Wells Fargo Advisors June 2010 - November 2012
SunTrust Investment Services October 2007 - June 2010
SunTrust Investment Services October 2006 - October 2007
Financial Services of Virginia September 1997 - October 2006
Skills
Business Strategy, Business Operations &..., Financial Services, Consulting, Wealth Management, Training and Development, c-level client &..., Strategy Development, Relationship Management, Process Improvement, Business Development, Management, Financial Analysis, Series 7, Financial Analysis &..., Strategic Financial..., Series 63, Securities, Project Management, Investments, Group Training, Risk Management, Financial Advisory, 401k, Retirement Planning, Mutual Funds, Asset Allocation, Strategy, Retirement, Change Management, Lean Six Sigma Certified, Insurance, Investment Advisory, Coaching, Sales Management
Education
Radford University 1991 — 1995
Bachelor of Science (B.S.), Psychology
SNL Financial November 2012 - Present
Wells Fargo Advisors June 2010 - November 2012
SunTrust Investment Services October 2007 - June 2010
SunTrust Investment Services October 2006 - October 2007
Financial Services of Virginia September 1997 - October 2006
Skills
Business Strategy, Business Operations &..., Financial Services, Consulting, Wealth Management, Training and Development, c-level client &..., Strategy Development, Relationship Management, Process Improvement, Business Development, Management, Financial Analysis, Series 7, Financial Analysis &..., Strategic Financial..., Series 63, Securities, Project Management, Investments, Group Training, Risk Management, Financial Advisory, 401k, Retirement Planning, Mutual Funds, Asset Allocation, Strategy, Retirement, Change Management, Lean Six Sigma Certified, Insurance, Investment Advisory, Coaching, Sales Management
Education
Radford University 1991 — 1995
Bachelor of Science (B.S.), Psychology
Troy Beckett Troy Beckett's SunTrust Investment Services Experience March 2003 - October 2006
Job Financial Advisor at Beckett & Associates Investment Services, Inc.
Industry Financial Services
Experience
Beckett & Associates Investment Services, Inc. - An Independent Firm October 2006 - Present
SunTrust Investment Services March 2003 - October 2006
Regions Financial Corporation June 1996 - March 2003
Skills
Retirement Planning, Investment Advisory, Personal Financial..., Charitable Gift Planning, Asset Management, Asset Allocation, Fixed Income Portfolio..., Fixed Income Strategies, College Funding..., Mutual Funds, Managed Money, Long Term Care Insurance, Life Insurance, Disability Insurance, Trust Services, Charitable Trusts
Education
The University of Georgia 1981 — 1985
Bachelor of Business Administration (BBA), Business Administration and Management, General
Clarke Central High School 1977 — 1981
Beckett & Associates Investment Services, Inc. - An Independent Firm October 2006 - Present
SunTrust Investment Services March 2003 - October 2006
Regions Financial Corporation June 1996 - March 2003
Skills
Retirement Planning, Investment Advisory, Personal Financial..., Charitable Gift Planning, Asset Management, Asset Allocation, Fixed Income Portfolio..., Fixed Income Strategies, College Funding..., Mutual Funds, Managed Money, Long Term Care Insurance, Life Insurance, Disability Insurance, Trust Services, Charitable Trusts
Education
The University of Georgia 1981 — 1985
Bachelor of Business Administration (BBA), Business Administration and Management, General
Clarke Central High School 1977 — 1981
Brian French's SunTrust Investment Services Experience July 1996 - February 2000
Job AttorneyTalkRadio.com Show Host Attorney Marketing Consultant call 813 9443190 for free consult
Industry Legal Services
Experience
AttorneyTalkRadio.com - Owner, Show Host November 2013 - Present
Attorney Web Marketing .net December 2008 - Present
FloridaWebsiteMarketing.com December 2007 - Present
www.EstateSettlement.com October 2007 - Present
Merrill Lynch Trust Company February 2000 - October 2005
Merrill Lynch 2000 - 2005
SunTrust Investment Services July 1996 - February 2000
Skills
Internet Strategy, Legal Writing, Website Development, Web 2.0, Internet Entrepreneur, International Marketing, Internetworking, Social Media Marketing, Email Marketing, Digital Marketing, Public Relations, Public Speaking, Organic Search, Search Advertising, Marketing Strategy, SEO, Social Media, Marketing, New Business Development, Estate Law, Asset Managment, Web Marketing, Social Networking, SEM, Contract Negotiation, Lead Generation, Online Advertising, Start-ups, Market Research, Wealth Management, CRM, Recruiting, Wordpress, Commercial Real Estate, Advertising, Wealth Management..., High Net Worth..., Estate Tax Planning, Entrepreneurship, Business Strategy, Online Marketing, Powers of Attorney, Blogging, Commercial Litigation, Strategic Planning, E-commerce, Trust Services, Real Estate Transactions, Wills, Small Business
Education
University of South Florida - College of Business Administration 1979 — 1981
Bachelor of Business Administration (BBA), BA in Finance, Florida Trust School
AttorneyTalkRadio.com - Owner, Show Host November 2013 - Present
Attorney Web Marketing .net December 2008 - Present
FloridaWebsiteMarketing.com December 2007 - Present
www.EstateSettlement.com October 2007 - Present
Merrill Lynch Trust Company February 2000 - October 2005
Merrill Lynch 2000 - 2005
SunTrust Investment Services July 1996 - February 2000
Skills
Internet Strategy, Legal Writing, Website Development, Web 2.0, Internet Entrepreneur, International Marketing, Internetworking, Social Media Marketing, Email Marketing, Digital Marketing, Public Relations, Public Speaking, Organic Search, Search Advertising, Marketing Strategy, SEO, Social Media, Marketing, New Business Development, Estate Law, Asset Managment, Web Marketing, Social Networking, SEM, Contract Negotiation, Lead Generation, Online Advertising, Start-ups, Market Research, Wealth Management, CRM, Recruiting, Wordpress, Commercial Real Estate, Advertising, Wealth Management..., High Net Worth..., Estate Tax Planning, Entrepreneurship, Business Strategy, Online Marketing, Powers of Attorney, Blogging, Commercial Litigation, Strategic Planning, E-commerce, Trust Services, Real Estate Transactions, Wills, Small Business
Education
University of South Florida - College of Business Administration 1979 — 1981
Bachelor of Business Administration (BBA), BA in Finance, Florida Trust School
Dana L. Wilson's SunTrust Investment Services Experience January 2008 - August 2008
Job Managing Partner & Investment Advisor at Papillon Financial, LLC
Industry Financial Services
Experience
Papillon Financial, LLC August 2013 - Present
Cabot Lodge Securities October 2012 - August 2013
Merrill Lynch March 2012 - October 2012
State Farm Insurance October 2008 - June 2011
SunTrust Bank May 2006 - December 2008
SunTrust Investment Services January 2008 - August 2008
Chase Media Inc. January 2006 - April 2006
Radio One of Raleigh February 2005 - May 2005
Skills
Commercial Banking, Investments, Series 7, Mutual Funds, Fixed Income, Retirement Planning, Mortgage Lending, Financial Analysis, Finance, Equities, Financial Services, Financial Advisory, Sales, Credit, Wealth Management..., Securities, Wealth Management, Alternative Investments, ETFs, Series 63, Strategic Financial..., Banking, Insurance, Loans, Credit Analysis, Portfolio Management, Investment Advisory, Risk Management, Retirement, 401k, Fixed Annuities, Asset Management, Financial Planning
Education
North Carolina Central University 2002 — 2006
Bachelor of Business Administration, Marketing
Papillon Financial, LLC August 2013 - Present
Cabot Lodge Securities October 2012 - August 2013
Merrill Lynch March 2012 - October 2012
State Farm Insurance October 2008 - June 2011
SunTrust Bank May 2006 - December 2008
SunTrust Investment Services January 2008 - August 2008
Chase Media Inc. January 2006 - April 2006
Radio One of Raleigh February 2005 - May 2005
Skills
Commercial Banking, Investments, Series 7, Mutual Funds, Fixed Income, Retirement Planning, Mortgage Lending, Financial Analysis, Finance, Equities, Financial Services, Financial Advisory, Sales, Credit, Wealth Management..., Securities, Wealth Management, Alternative Investments, ETFs, Series 63, Strategic Financial..., Banking, Insurance, Loans, Credit Analysis, Portfolio Management, Investment Advisory, Risk Management, Retirement, 401k, Fixed Annuities, Asset Management, Financial Planning
Education
North Carolina Central University 2002 — 2006
Bachelor of Business Administration, Marketing
Eugene Meyers Eugene Meyers's SunTrust Investment Services Experience November 2006 - September 2008
Job Managing Director of MBL Advisors Inc., A McColl Bros. Lockwood Company
Industry Financial Services
Experience
Rockdale Temple August 2014 - Present
MBL Advisors Inc., A McColl Bros. Lockwood Company October 2009 - August 2014
SunTrust Investment Services November 2006 - September 2008
AXA Advisors January 1995 - November 2006
AXA Advisors 1995 - 1999
Skills
Strategic Planning, Negotiation, Series 6, Relationship Development, RIA, Client Retention, Presenter, Investments, Insurance, Customer Relations, Customer Service, Financial Services, Business Planning, Customer Retention, Management, Business Development, Retirement, Credit, Finance, Training, Portfolio Management, Leadership, Sales, Financial Advisory, Financial Analysis, Estate Planning, Strategic Financial..., Series 7, Wealth Management, Asset Allocation, Retirement Planning, Employee Benefits, Series 63, Wealth, Mutual Funds, Investment Advisory, Alternative Investments, FINRA, Fixed Annuities, Financial Planning
Education
Temple University - Fox School of Business and Management 1970 — 1972
MBA
Virginia Polytechnic Institute and State University 1966 — 1970
BS
Rockdale Temple August 2014 - Present
MBL Advisors Inc., A McColl Bros. Lockwood Company October 2009 - August 2014
SunTrust Investment Services November 2006 - September 2008
AXA Advisors January 1995 - November 2006
AXA Advisors 1995 - 1999
Skills
Strategic Planning, Negotiation, Series 6, Relationship Development, RIA, Client Retention, Presenter, Investments, Insurance, Customer Relations, Customer Service, Financial Services, Business Planning, Customer Retention, Management, Business Development, Retirement, Credit, Finance, Training, Portfolio Management, Leadership, Sales, Financial Advisory, Financial Analysis, Estate Planning, Strategic Financial..., Series 7, Wealth Management, Asset Allocation, Retirement Planning, Employee Benefits, Series 63, Wealth, Mutual Funds, Investment Advisory, Alternative Investments, FINRA, Fixed Annuities, Financial Planning
Education
Temple University - Fox School of Business and Management 1970 — 1972
MBA
Virginia Polytechnic Institute and State University 1966 — 1970
BS
Nick Sparks, CRC Nick Sparks, CRC's SunTrust Investment Services Experience May 2006 - September 2007
Job Director, Retirement Education at ADP
Industry Financial Services
Experience
ADP March 2014 - Present
ADP February 2013 - March 2014
Prudential Retirement September 2007 - February 2013
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES, LLC September 2007 - February 2013
SunTrust Investment Services May 2006 - September 2007
SunTrust Investment Services 2006 - 2007
Macon Bank 2005 - 2006
Macon Bank 2005 2005 - 2006
Skills
Leadership, Management, Retirement, Change Management, Relationship Management, Business Planning, Sales, Investments, Mutual Funds, Financial Services, Portfolio Management, Banking, CRM, Estate Planning, Strategy, Qualified Retirement...
Education
Montreat College 1996 — 2001
Bachelor of Science, Business Administration
Montreat College 1996 — 2001
Bachelor of Science, Business Administration
ADP March 2014 - Present
ADP February 2013 - March 2014
Prudential Retirement September 2007 - February 2013
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES, LLC September 2007 - February 2013
SunTrust Investment Services May 2006 - September 2007
SunTrust Investment Services 2006 - 2007
Macon Bank 2005 - 2006
Macon Bank 2005 2005 - 2006
Skills
Leadership, Management, Retirement, Change Management, Relationship Management, Business Planning, Sales, Investments, Mutual Funds, Financial Services, Portfolio Management, Banking, CRM, Estate Planning, Strategy, Qualified Retirement...
Education
Montreat College 1996 — 2001
Bachelor of Science, Business Administration
Montreat College 1996 — 2001
Bachelor of Science, Business Administration
Jeff Whitworth Jeff Whitworth's SunTrust Investment Services Experience October 2007 - February 2011
Job Financial Services Professional
Industry Financial Services
Experience
E*TRADE Financial 2011 - 2012
SunTrust Investment Services October 2007 - February 2011
Wachovia Securities February 2003 - October 2007
Raymond James October 2000 - January 2003
Skills
Investments, Series 7, Series 63, Securities, Fixed Income, Asset Allocation, Asset Management, Uniform Combined State...
Education
The University of Memphis 1993 — 1995
Master of Business Administration (M.B.A.), International Business
The University of Memphis 1990 — 1992
Bachelor of Arts (B.A.), French Studies
E*TRADE Financial 2011 - 2012
SunTrust Investment Services October 2007 - February 2011
Wachovia Securities February 2003 - October 2007
Raymond James October 2000 - January 2003
Skills
Investments, Series 7, Series 63, Securities, Fixed Income, Asset Allocation, Asset Management, Uniform Combined State...
Education
The University of Memphis 1993 — 1995
Master of Business Administration (M.B.A.), International Business
The University of Memphis 1990 — 1992
Bachelor of Arts (B.A.), French Studies
Jesse Turnipseed's SunTrust Investment Services Experience January 2002 - March 2003
Job Vice President, Premier Banker at SunTrust Bank
Industry Financial Services
Experience
SunTrust Bank January 2014 - Present
Wells Fargo Advisors March 2012 - January 2014
Sterling Capital Management, Inc. April 2007 - March 2012
CNLBank March 2003 - April 2007
SunTrust Bank January 2002 - March 2003
SunTrust Investment Services January 2002 - March 2003
Huntington National Bank July 2000 - January 2002
Education
University of Central Florida 1998 — 2000
Bachelor of Science (B.S.), Business Administration and Management, General
SunTrust Bank January 2014 - Present
Wells Fargo Advisors March 2012 - January 2014
Sterling Capital Management, Inc. April 2007 - March 2012
CNLBank March 2003 - April 2007
SunTrust Bank January 2002 - March 2003
SunTrust Investment Services January 2002 - March 2003
Huntington National Bank July 2000 - January 2002
Education
University of Central Florida 1998 — 2000
Bachelor of Science (B.S.), Business Administration and Management, General
Alex Garcia, MBA, CFP®, ChFC Alex Garcia, MBA, CFP®, ChFC's SunTrust Investment Services Experience February 2000 - February 2005
Job
Industry Insurance
Experience
State Farm July 2014 - Present
State Farm Insurance November 2012 - July 2014
PEACE Wealth Management February 2011 - March 2012
Seaside National Bank & Trust November 2008 - November 2009
SunTrust Bank March 2005 - September 2008
SunTrust Investment Services February 2000 - February 2005
Skills
Investments, Financial Planning, Wealth Management, Securities, Retirement, Insurance, Series 7, Retirement Planning, Asset Management, Financial Analysis, Estate Planning, Asset Allocation, Portfolio Management, Investment Strategies, Strategic Financial..., Finance, Mutual Funds
Education
University of Tampa - John H. Sykes College of Business 2004 — 2006
MBA, Finance - Investment Track
University of South Florida 1994 — 1998
B.A., Finance
State Farm July 2014 - Present
State Farm Insurance November 2012 - July 2014
PEACE Wealth Management February 2011 - March 2012
Seaside National Bank & Trust November 2008 - November 2009
SunTrust Bank March 2005 - September 2008
SunTrust Investment Services February 2000 - February 2005
Skills
Investments, Financial Planning, Wealth Management, Securities, Retirement, Insurance, Series 7, Retirement Planning, Asset Management, Financial Analysis, Estate Planning, Asset Allocation, Portfolio Management, Investment Strategies, Strategic Financial..., Finance, Mutual Funds
Education
University of Tampa - John H. Sykes College of Business 2004 — 2006
MBA, Finance - Investment Track
University of South Florida 1994 — 1998
B.A., Finance
Sherry Graham Sherry Graham's SunTrust Investment Services Experience 2002 - 2004
Job Senior Business Analyst at Federal Reserve Bank of Atlanta
Industry Financial Services
Experience
Federal Reserve Bank of Atlanta May 2007 - Present
Enterprise Group of Funds 2004 - 2007
SunTrust Investment Services 2002 - 2004
Skills
Banking
Education
The University of Georgia
Federal Reserve Bank of Atlanta May 2007 - Present
Enterprise Group of Funds 2004 - 2007
SunTrust Investment Services 2002 - 2004
Skills
Banking
Education
The University of Georgia
Brice Thompson Brice Thompson's SunTrust Investment Services Experience 2001 - 2004
Job Managing Director at Seaboard Advisors
Industry Investment Management
Experience
Seaboard Advisors, Inc. October 2011 - Present
Seaboard Advisors, Inc. October 2011 - Present
Wells Fargo Advisors August 2008 - October 2011
Ameris Bank/Raymond James January 2005 - August 2008
SunTrust Investment Services 2001 - 2004
US Army 1993 - 1996
Skills
Investments, Financial Planning, Asset Management, Finance, Securities, Management, Financial Services
Education
University of Georgia - Terry College of Business 1991 — 1998
BBA, Organizational Management
Seaboard Advisors, Inc. October 2011 - Present
Seaboard Advisors, Inc. October 2011 - Present
Wells Fargo Advisors August 2008 - October 2011
Ameris Bank/Raymond James January 2005 - August 2008
SunTrust Investment Services 2001 - 2004
US Army 1993 - 1996
Skills
Investments, Financial Planning, Asset Management, Finance, Securities, Management, Financial Services
Education
University of Georgia - Terry College of Business 1991 — 1998
BBA, Organizational Management
Arvo Kasari Arvo Kasari's SunTrust Investment Services Experience March 2009 - September 2011
Job VP, Operational Risk and Control Consultant at SunTrust Bank
Industry Financial Services
Experience
SunTrust Bank November 2013 - Present
SunTrust Bank September 2011 - October 2013
SunTrust Investment Services March 2009 - September 2011
Banc of America Investments April 2001 - April 2009
FINRA October 1996 - July 1999
Skills
SharePoint, SharePoint Designer, InfoPath, Project Planning, Visio, Training, Risk Management, Finance, Securities, Wealth Management, Mutual Funds
Education
University of Maryland University College 1991 — 1993
B.S., Paralegal Studies/Pre-law
University of South Carolina-Columbia 1985 — 1991
B.A., Government/International Studies
SunTrust Bank November 2013 - Present
SunTrust Bank September 2011 - October 2013
SunTrust Investment Services March 2009 - September 2011
Banc of America Investments April 2001 - April 2009
FINRA October 1996 - July 1999
Skills
SharePoint, SharePoint Designer, InfoPath, Project Planning, Visio, Training, Risk Management, Finance, Securities, Wealth Management, Mutual Funds
Education
University of Maryland University College 1991 — 1993
B.S., Paralegal Studies/Pre-law
University of South Carolina-Columbia 1985 — 1991
B.A., Government/International Studies
Ralph Miller CFP® Ralph Miller CFP®'s SunTrust Investment Services Experience January 2005 - September 2007
Job Financial Advisor at Allegacy Federal Credit Union
Industry Financial Services
Experience
Allegacy Federal Credit Union September 2007 - Present
SunTrust Investment Services January 2005 - September 2007
Central Carolina Bank & Trust 2000 - 2005
Morgan Stanley Smith Barney July 1991 - May 2000
Hyatt Hotels Corporation January 1989 - June 1991
Stouffer Hotels August 1986 - January 1989
Wake Forest University July 1980 - May 1986
Elon College July 1979 - June 1980
Federal Law Enforcement Training Center May 1978 - July 1979
Skills
Retirement Planning, Strategic Financial..., Series 7, Fixed Annuities, IRAs, Mutual Funds, Wealth Management, Portfolio Management, Retirement, Series 63, Series 24, Asset Allocation, Financial Services, Financial Planners, Financial Advisory, Investments, Finance, Financial Risk, Investment Advisory, Pensions, Wealth Preservation..., Life Coaching, Financial Planning, Wealth Management..., Needs Analysis
Education
College of Financial Planning 2011 — 2012
Financial Planning Certification
University of Virginia 1977 — 1979
M. Ed., Sports Medicine
North Carolina State University 1973 — 1977
B.S., Zoology
Allegacy Federal Credit Union September 2007 - Present
SunTrust Investment Services January 2005 - September 2007
Central Carolina Bank & Trust 2000 - 2005
Morgan Stanley Smith Barney July 1991 - May 2000
Hyatt Hotels Corporation January 1989 - June 1991
Stouffer Hotels August 1986 - January 1989
Wake Forest University July 1980 - May 1986
Elon College July 1979 - June 1980
Federal Law Enforcement Training Center May 1978 - July 1979
Skills
Retirement Planning, Strategic Financial..., Series 7, Fixed Annuities, IRAs, Mutual Funds, Wealth Management, Portfolio Management, Retirement, Series 63, Series 24, Asset Allocation, Financial Services, Financial Planners, Financial Advisory, Investments, Finance, Financial Risk, Investment Advisory, Pensions, Wealth Preservation..., Life Coaching, Financial Planning, Wealth Management..., Needs Analysis
Education
College of Financial Planning 2011 — 2012
Financial Planning Certification
University of Virginia 1977 — 1979
M. Ed., Sports Medicine
North Carolina State University 1973 — 1977
B.S., Zoology
Jeff Fehrman Jeff Fehrman's SunTrust Investment Services Experience November 1995 - July 2009
Job President & Owner at Fehrman Investment Group, Inc. An Independent Firm
Industry Investment Management
Experience
Fehrman Investment Group July 2009 - Present
Raymond James Financial Services, Inc. July 2009 - Present
SunTrust Investment Services November 1995 - July 2009
Skills
Financial Planning, Estate Planning, Asset Allocation, Asset Management, Retirement Planning, Investments, 401k, Strategic Financial..., Asset Managment, Securities, Investment Banking, Uniform Combined State..., Financial Advisory, Investment Strategies, Investment Advisory, Portfolio Management, Financial Planners, Fixed Annuities
Education
University of Georgia - Terry College of Business 1990 — 1993
BBA, Finance
Fehrman Investment Group July 2009 - Present
Raymond James Financial Services, Inc. July 2009 - Present
SunTrust Investment Services November 1995 - July 2009
Skills
Financial Planning, Estate Planning, Asset Allocation, Asset Management, Retirement Planning, Investments, 401k, Strategic Financial..., Asset Managment, Securities, Investment Banking, Uniform Combined State..., Financial Advisory, Investment Strategies, Investment Advisory, Portfolio Management, Financial Planners, Fixed Annuities
Education
University of Georgia - Terry College of Business 1990 — 1993
BBA, Finance
Craig Coopersmith's SunTrust Investment Services Experience January 2000 - Present
Job Senior Vice President Financial Advisor at SunTrust Investment Services, Inc.
Industry Financial Services
Experience
SunTrust Investment Services January 2000 - Present
Education
University of Central Florida 2000 — 2003
Finance
SunTrust Investment Services January 2000 - Present
Education
University of Central Florida 2000 — 2003
Finance
Randy Rodgers, CFP® Randy Rodgers, CFP®'s SunTrust Investment Services Experience June 2008 - January 2011
Job Financial Advisor at Peoples Investment Services, Inc
Industry Financial Services
Experience
Peoples Investment Services, Inc January 2011 - Present
SunTrust Investment Services June 2008 - January 2011
BB&T Investment Services, Inc January 2000 - April 2008
Skills
Investments and..., Pre-Retirement..., Retirement Income..., Social Security Benefit..., Retirement, Financial Advisory, Investment Strategies, Uniform Combined State..., Estate Planning, Securities, IRAs, Portfolio Management, Wealth, Alternative Investments, Pensions, 401k, Financial Planners
Education
University of South Carolina-Columbia 1978 — 1980
Bachelor of Science (BS)
College for Financial Planning
Certified Financial Planner®
FINRA Licenses 7,63,66,26
The American College
Chartered Financial Consultant
The American College
Chartered Life Underwriter
Peoples Investment Services, Inc January 2011 - Present
SunTrust Investment Services June 2008 - January 2011
BB&T Investment Services, Inc January 2000 - April 2008
Skills
Investments and..., Pre-Retirement..., Retirement Income..., Social Security Benefit..., Retirement, Financial Advisory, Investment Strategies, Uniform Combined State..., Estate Planning, Securities, IRAs, Portfolio Management, Wealth, Alternative Investments, Pensions, 401k, Financial Planners
Education
University of South Carolina-Columbia 1978 — 1980
Bachelor of Science (BS)
College for Financial Planning
Certified Financial Planner®
FINRA Licenses 7,63,66,26
The American College
Chartered Financial Consultant
The American College
Chartered Life Underwriter
Kurt Kleymeyer's SunTrust Investment Services Experience January 1997 - October 1998
Job RVP at FTJ FundChoice
Industry Financial Services
Experience
FTJ FundChoice January 2006 - Present
Janney Montgomery Scott November 2002 - December 2005
Wachovia Financial Services October 1998 - November 2002
SunTrust Investment Services January 1997 - October 1998
Merrill Lynch July 1993 - December 1996
Education
University of Kentucky 1990 — 1993
Bachelor of Business Administration (BBA), Finance, General
University of Kentucky 1990 — 1993
BS in Finance, Finance, General
FTJ FundChoice January 2006 - Present
Janney Montgomery Scott November 2002 - December 2005
Wachovia Financial Services October 1998 - November 2002
SunTrust Investment Services January 1997 - October 1998
Merrill Lynch July 1993 - December 1996
Education
University of Kentucky 1990 — 1993
Bachelor of Business Administration (BBA), Finance, General
University of Kentucky 1990 — 1993
BS in Finance, Finance, General
Michael Feduccia, CFP's SunTrust Investment Services Experience December 2005 - March 2010
Job Gateway Private Wealth Advisor
Industry Financial Services
Experience
Gateway Bank of Southwest Florida March 2010 - Present
Manasota BUDS- Bringing Up Down Syndrome 2003 - 2014
SunTrust Investment Services December 2005 - March 2010
Skills
Strategic Planning, Commercial Lending, Loans
Education
Tulane University 1979 — 1985
BSM- Management, MBA- Finance
Tulane University - A.B. Freeman School of Business 1979 — 1985
BSM & MBA, Finance & Marketing
Gateway Bank of Southwest Florida March 2010 - Present
Manasota BUDS- Bringing Up Down Syndrome 2003 - 2014
SunTrust Investment Services December 2005 - March 2010
Skills
Strategic Planning, Commercial Lending, Loans
Education
Tulane University 1979 — 1985
BSM- Management, MBA- Finance
Tulane University - A.B. Freeman School of Business 1979 — 1985
BSM & MBA, Finance & Marketing
Alex Spotswood Alex Spotswood's SunTrust Investment Services Experience June 2010 - June 2012
Job Associate at Eastdil Secured
Industry Real Estate
Experience
Eastdil Secured June 2014 - Present
Allianz Real Estate of America May 2013 - August 2013
SunTrust Investment Services June 2010 - June 2012
Kroll, Inc September 2008 - May 2009
Symphony Asset Management June 2007 - August 2007
Skills
Investment Advisory, Mutual Funds, Morningstar Direct, Asset Allocation, Argus Modeling, Asset Management, Valuation, Portfolio Management, Investments, Alternative Investments, Financial Modeling, Investment Management
Education
UNC Kenan-Flagler Business School 2012 — 2014
Master of Business Administration (MBA)
University of Virginia 2004 — 2008
BA, Commerce-Finance/Marketing
Eastdil Secured June 2014 - Present
Allianz Real Estate of America May 2013 - August 2013
SunTrust Investment Services June 2010 - June 2012
Kroll, Inc September 2008 - May 2009
Symphony Asset Management June 2007 - August 2007
Skills
Investment Advisory, Mutual Funds, Morningstar Direct, Asset Allocation, Argus Modeling, Asset Management, Valuation, Portfolio Management, Investments, Alternative Investments, Financial Modeling, Investment Management
Education
UNC Kenan-Flagler Business School 2012 — 2014
Master of Business Administration (MBA)
University of Virginia 2004 — 2008
BA, Commerce-Finance/Marketing
Noel A. Howe, CIMA®, CRPC® Noel A. Howe, CIMA®, CRPC®'s SunTrust Investment Services Experience October 1998 - March 2010
Job Portfolio Consultant
Industry Financial Services
Experience
Charles Schwab March 2013 - Present
Raymond James Financial Inc. March 2010 - March 2013
SunTrust Investment Services October 1998 - March 2010
Skills
Strategic Financial..., Retirement Planning, Wealth Management, Portfolio Construction, Investment Policy..., Asset Allocation, Risk Measurement &..., Portfolio Management, Mutual Funds, Finance, Investment Advisory, Wealth, Investments, Fixed Annuities
Education
University of Bradford 1988 — 1989
Master of Science (M.Sc.), Project Planning and Analysis
University of the West Indies 1979 — 1982
Bachelor of Science (BSc), Economics
Charles Schwab March 2013 - Present
Raymond James Financial Inc. March 2010 - March 2013
SunTrust Investment Services October 1998 - March 2010
Skills
Strategic Financial..., Retirement Planning, Wealth Management, Portfolio Construction, Investment Policy..., Asset Allocation, Risk Measurement &..., Portfolio Management, Mutual Funds, Finance, Investment Advisory, Wealth, Investments, Fixed Annuities
Education
University of Bradford 1988 — 1989
Master of Science (M.Sc.), Project Planning and Analysis
University of the West Indies 1979 — 1982
Bachelor of Science (BSc), Economics
David Bonnes, CFP® David Bonnes, CFP®'s SunTrust Investment Services Experience May 2004 - August 2005
Job Financial Representative
Industry Financial Services
Experience
Country financial November 2010 - Present
Allstate Insurance January 2009 - April 2010
Prudential Financial September 2005 - February 2009
SunTrust Investment Services May 2004 - August 2005
Edward Jones April 2003 - May 2004
Charles Schwab January 2001 - January 2003
H&R BLOCK January 2000 - January 2001
Fisher Investments January 1999 - January 2000
Fidelity Investments January 1993 - January 1999
Fidelity 1993 - 1999
Skills
Investments, Retirement Planning, Fixed Annuities, Series 63, Life Insurance, Series 6, Insurance, Mutual Funds, Financial Services, Sales, Property & Casualty..., Term Life Insurance, Strategic Financial..., Retirement, Disability Insurance, Leadership, Estate Planning, Long-term Care, Variable Annuities, Sales Operations, Portfolio Management, Financial Advisory, Financial Planners, Investment Strategies, 401k, IRAs, Series 7, Long Term Care Insurance, Bonds, Whole Life, Universal Life, Health Insurance, FINRA
Education
University of Phoenix 2003 — 2005
Financial Analysis
The University of Texas at Dallas 1981 — 1984
BS, Marketing
The University of Texas at Dallas
BS, Marketing
University of Phoenix
University of Phoenix
MS, Financial Analysis
Country financial November 2010 - Present
Allstate Insurance January 2009 - April 2010
Prudential Financial September 2005 - February 2009
SunTrust Investment Services May 2004 - August 2005
Edward Jones April 2003 - May 2004
Charles Schwab January 2001 - January 2003
H&R BLOCK January 2000 - January 2001
Fisher Investments January 1999 - January 2000
Fidelity Investments January 1993 - January 1999
Fidelity 1993 - 1999
Skills
Investments, Retirement Planning, Fixed Annuities, Series 63, Life Insurance, Series 6, Insurance, Mutual Funds, Financial Services, Sales, Property & Casualty..., Term Life Insurance, Strategic Financial..., Retirement, Disability Insurance, Leadership, Estate Planning, Long-term Care, Variable Annuities, Sales Operations, Portfolio Management, Financial Advisory, Financial Planners, Investment Strategies, 401k, IRAs, Series 7, Long Term Care Insurance, Bonds, Whole Life, Universal Life, Health Insurance, FINRA
Education
University of Phoenix 2003 — 2005
Financial Analysis
The University of Texas at Dallas 1981 — 1984
BS, Marketing
The University of Texas at Dallas
BS, Marketing
University of Phoenix
University of Phoenix
MS, Financial Analysis
Dario M. Alvarez Dario M. Alvarez's SunTrust Investment Services Experience June 2011 - July 2013
Job Vice President Premier Relationship Manager at HSBC Retail Banking and Wealth Management
Industry Financial Services
Experience
HSBC Retail Banking and Wealth Management August 2014 - Present
PNC Investments July 2013 - July 2014
SunTrust Investment Services June 2011 - July 2013
BankUnited Investment Services August 2005 - June 2011
American Express Financial Advisors 2004 - 2004
Florida Power & Light 1985 - 1999
Skills
Financial Services, Estate Planning, Series 7, Series 66, Retirement Planning, Credit Cards, Residential Mortgages
Education
Barry University 1986 — 1991
Bachelor of Science, Management and Finance
Miami Dade College 1980 — 1985
Associate of Arts, Business Management
HSBC Retail Banking and Wealth Management August 2014 - Present
PNC Investments July 2013 - July 2014
SunTrust Investment Services June 2011 - July 2013
BankUnited Investment Services August 2005 - June 2011
American Express Financial Advisors 2004 - 2004
Florida Power & Light 1985 - 1999
Skills
Financial Services, Estate Planning, Series 7, Series 66, Retirement Planning, Credit Cards, Residential Mortgages
Education
Barry University 1986 — 1991
Bachelor of Science, Management and Finance
Miami Dade College 1980 — 1985
Associate of Arts, Business Management
Keith Romada Keith Romada's SunTrust Investment Services Experience September 2007 - January 2011
Job IT Help Desk at Alphanumeric
Industry Information Technology and Services
Experience
Alphanumeric July 2014 - Present
U.S. Medical Supplies April 2013 - May 2014
New York Life Insurance Company January 2011 - June 2012
SunTrust Investment Services September 2007 - January 2011
Huntington National Bank May 2004 - September 2007
Skills
CompTIA Network+, CompTIA A+ Certification, IT Solutions, MTA Server, Wireless Networking, MTA Security, Leadership, Analysis, Sales, Strategic Planning, Problem Solving, Analyze Problems, People Skills, Microsoft Office, Mentoring, Negotiation, Business Development, Windows, Team Leadership, Internet
Education
MyComputerCareer.com 2014 — 2014
Information Technology
Ohio University
BS, Chemical Engineering
Wake Technical Community College
Continuing Education
Alphanumeric July 2014 - Present
U.S. Medical Supplies April 2013 - May 2014
New York Life Insurance Company January 2011 - June 2012
SunTrust Investment Services September 2007 - January 2011
Huntington National Bank May 2004 - September 2007
Skills
CompTIA Network+, CompTIA A+ Certification, IT Solutions, MTA Server, Wireless Networking, MTA Security, Leadership, Analysis, Sales, Strategic Planning, Problem Solving, Analyze Problems, People Skills, Microsoft Office, Mentoring, Negotiation, Business Development, Windows, Team Leadership, Internet
Education
MyComputerCareer.com 2014 — 2014
Information Technology
Ohio University
BS, Chemical Engineering
Wake Technical Community College
Continuing Education
Perry Chesney Perry Chesney's SunTrust Investment Services Experience June 2004 - March 2011
Job Senior Partner Red Rock Strategic Partners
Industry Financial Services
Experience
Red Rock Strategic Partners October 2013 - Present
Wealthcare Capital Management April 2011 - September 2013
SunTrust Investment Services June 2004 - March 2011
Merrill Lynch November 1982 - June 2004
Skills
Investment Advisory, Wealth Management, Retirement Planning, Retirement, Securities, Strategic Financial..., Sales Management, Management Consulting, Public Speaking, Investments, Financial Services, Portfolio Management, Asset Management, Management, Asset Allocation, Finance
Education
LSU Graduate School of Economics 1981 — 1982
Millsaps College 1977 — 1981
BBA, Business Administration and Management, General
Red Rock Strategic Partners October 2013 - Present
Wealthcare Capital Management April 2011 - September 2013
SunTrust Investment Services June 2004 - March 2011
Merrill Lynch November 1982 - June 2004
Skills
Investment Advisory, Wealth Management, Retirement Planning, Retirement, Securities, Strategic Financial..., Sales Management, Management Consulting, Public Speaking, Investments, Financial Services, Portfolio Management, Asset Management, Management, Asset Allocation, Finance
Education
LSU Graduate School of Economics 1981 — 1982
Millsaps College 1977 — 1981
BBA, Business Administration and Management, General
Simone Korb Simone Korb's SunTrust Investment Services Experience January 2013 - Present
Job Administrative Assistant at SunTrust Investment Services
Industry Banking
Experience
SunTrust Investment Services January 2013 - Present
SunCoast Business A June 2010 - Present
First Data Corporation September 2008 - December 2010
Alsco September 2005 - September 2008
Medical Technology Group 2004 - 2005
AT&T January 1998 - January 2004
Wakefern Food Industry/ShopRite 1979 - 1999
Skills
Team Building, New Business Development, Marketing, Contract Negotiation, Sales, Account Management, Process Improvement, Strategic Planning, Sales Management, Customer Service, Sales Presentations, Negotiation, Direct Sales
Education
Montclair State University 1981 — 1986
BA, Communications, German
SunTrust Investment Services January 2013 - Present
SunCoast Business A June 2010 - Present
First Data Corporation September 2008 - December 2010
Alsco September 2005 - September 2008
Medical Technology Group 2004 - 2005
AT&T January 1998 - January 2004
Wakefern Food Industry/ShopRite 1979 - 1999
Skills
Team Building, New Business Development, Marketing, Contract Negotiation, Sales, Account Management, Process Improvement, Strategic Planning, Sales Management, Customer Service, Sales Presentations, Negotiation, Direct Sales
Education
Montclair State University 1981 — 1986
BA, Communications, German
David Giancola David Giancola's SunTrust Investment Services Experience 2006 - 2007
Job Director, National Manager at Merrill Edge
Industry Financial Services
Experience
Merrill Edge September 2013 - Present
Merrill Edge August 2011 - September 2013
Bank of America Investments April 2007 - April 2011
SunTrust Investment Services 2006 - 2007
SunTrust Investment Services 2004 - 2006
SunTrust Investment Services 2003 - 2004
Charles Schwab 1999 - 2001
Charles Schwab 1996 - 1999
Dean Witter 1994 - 1995
Education
University of Vermont
B.A., Political Science/Economics
Texas A&M University
Merrill Edge September 2013 - Present
Merrill Edge August 2011 - September 2013
Bank of America Investments April 2007 - April 2011
SunTrust Investment Services 2006 - 2007
SunTrust Investment Services 2004 - 2006
SunTrust Investment Services 2003 - 2004
Charles Schwab 1999 - 2001
Charles Schwab 1996 - 1999
Dean Witter 1994 - 1995
Education
University of Vermont
B.A., Political Science/Economics
Texas A&M University
Amy France, CFP® CRPC®'s SunTrust Investment Services Experience October 2009 - April 2010
Job Financial Advisor at U.S. Bancorp Investments, Inc. U.S. Bancorp Insurance Services, LLC
Industry Financial Services
Experience
US Bancorp Investments and Insurance April 2010 - Present
SunTrust Investment Services October 2009 - April 2010
Allstate Financial 2008 - 2009
US Bancorp Investments November 2001 - June 2008
Education
Tusculum College 2000 — 2003
BS, Business Management
US Bancorp Investments and Insurance April 2010 - Present
SunTrust Investment Services October 2009 - April 2010
Allstate Financial 2008 - 2009
US Bancorp Investments November 2001 - June 2008
Education
Tusculum College 2000 — 2003
BS, Business Management
Greg Goodman, AAMS's SunTrust Investment Services Experience August 2004 - March 2006
Job Investment Advisor
Industry Investment Management
Experience
Private Ridge Wealth Management January 2014 - Present
US Bancorp Investments and Insurance November 2007 - November 2008
Wells Fargo Investments March 2006 - July 2007
SunTrust Investment Services August 2004 - March 2006
Skills
Financial Advisory, Financial Analysis
Education
The University of Tennessee at Chattanooga 1987 — 1991
BS, Business Administration/Marketing
Private Ridge Wealth Management January 2014 - Present
US Bancorp Investments and Insurance November 2007 - November 2008
Wells Fargo Investments March 2006 - July 2007
SunTrust Investment Services August 2004 - March 2006
Skills
Financial Advisory, Financial Analysis
Education
The University of Tennessee at Chattanooga 1987 — 1991
BS, Business Administration/Marketing
Debbie Barbee Debbie Barbee's SunTrust Investment Services Experience June 1997 - January 2008
Job Private Banking Officer at Citizens Bank & Trust
Industry Banking
Experience
Citizens Bank & Trust MemberABWA2006 - Present
SunTrust Investment Services June 1997 - January 2008
Education
Texas A&M University-Corpus Christi
Bachelor's, Accounting
Citizens Bank & Trust MemberABWA2006 - Present
SunTrust Investment Services June 1997 - January 2008
Education
Texas A&M University-Corpus Christi
Bachelor's, Accounting
Kate (Belden) Schoff Kate (Belden) Schoff's SunTrust Investment Services Experience 2003 - 2009
Job Financial Advisor, First Vice President Investments, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors May 2009 - Present
SunTrust Investment Services 2003 - 2009
People's Securities, Inc 1989 - 2002
Skills
Investments, Portfolio Management, Finance, Securities, Financial Advisory, Series 7, Retirement Planning, Wealth Management, Series 63, Investment Advisory, Asset Allocation, Mutual Funds, Retirement, Estate Planning, Uniform Combined State...
Education
Skidmore College
Bachelor of Arts (B.A.), History and Business
Wells Fargo Advisors May 2009 - Present
SunTrust Investment Services 2003 - 2009
People's Securities, Inc 1989 - 2002
Skills
Investments, Portfolio Management, Finance, Securities, Financial Advisory, Series 7, Retirement Planning, Wealth Management, Series 63, Investment Advisory, Asset Allocation, Mutual Funds, Retirement, Estate Planning, Uniform Combined State...
Education
Skidmore College
Bachelor of Arts (B.A.), History and Business
Syed T Alam, MBA's SunTrust Investment Services Experience July 2011 - January 2012
Job Marketing Professional at IBM
Industry Marketing and Advertising
Experience
IBM January 2012 - Present
Cricket Georgia LLC July 2012 - December 2014
Boundless Learning August 2012 - December 2012
SunTrust Investment Services July 2011 - January 2012
SunTrust Bank November 2008 - January 2012
Skills
Strategy Development, Customer Service, Business Relationship..., Creative Problem Solving, Change Leadership, Strategic Leadership, Market Research, Marketing Strategy, Consultative Selling, Analytical Abilities, Teamwork, Project Management, Strategy, Data Analysis, Selling, Change Management, Banking, Management, Competitive Analysis, Training, Marketing, Management Consulting, Sales, Leadership
Education
University of Georgia - Terry College of Business 2011 — 2013
MBA, Business Administration and Management
The University of Georgia 2009 — 2010
BBA, General Business
IBM January 2012 - Present
Cricket Georgia LLC July 2012 - December 2014
Boundless Learning August 2012 - December 2012
SunTrust Investment Services July 2011 - January 2012
SunTrust Bank November 2008 - January 2012
Skills
Strategy Development, Customer Service, Business Relationship..., Creative Problem Solving, Change Leadership, Strategic Leadership, Market Research, Marketing Strategy, Consultative Selling, Analytical Abilities, Teamwork, Project Management, Strategy, Data Analysis, Selling, Change Management, Banking, Management, Competitive Analysis, Training, Marketing, Management Consulting, Sales, Leadership
Education
University of Georgia - Terry College of Business 2011 — 2013
MBA, Business Administration and Management
The University of Georgia 2009 — 2010
BBA, General Business
Dixon Bash Dixon Bash's SunTrust Investment Services Experience March 2010 - July 2010
Job Lead Analyst for the Marketing Team at Market Info Group(MIG) LLC
Industry Financial Services
Experience
Marketing Team at Market Info Group(MIG) LLC December 2011 - Present
SunTrust Investment Services March 2010 - July 2010
WELLS FARGO ADVISORS, LLC August 2002 - February 2010
AMSOUTH INVESTMENT SERVICES, INC January 1994 - January 2002
AMSOUTH INVESTMENT SERVICES, INC January 1994 - January 2002
Skills
Series 7, Financial Planning, Estate Planning, Wealth Management, Investments, Portfolio Management, Retirement Planning, Asset Management, Asset Allocation, Insurance, Fixed Income, Series 63, Equities, Options, Financial Analysis, Banking, Securities, Investment Advisory, Compliance, Wealth, Planning, 401k, Analysis, Mutual Funds, Trading, FINRA, Retirement
Education
United States Air Force Academy
BS, Engineering Management
University of Southern California
MS, Systems Management
Marketing Team at Market Info Group(MIG) LLC December 2011 - Present
SunTrust Investment Services March 2010 - July 2010
WELLS FARGO ADVISORS, LLC August 2002 - February 2010
AMSOUTH INVESTMENT SERVICES, INC January 1994 - January 2002
AMSOUTH INVESTMENT SERVICES, INC January 1994 - January 2002
Skills
Series 7, Financial Planning, Estate Planning, Wealth Management, Investments, Portfolio Management, Retirement Planning, Asset Management, Asset Allocation, Insurance, Fixed Income, Series 63, Equities, Options, Financial Analysis, Banking, Securities, Investment Advisory, Compliance, Wealth, Planning, 401k, Analysis, Mutual Funds, Trading, FINRA, Retirement
Education
United States Air Force Academy
BS, Engineering Management
University of Southern California
MS, Systems Management
Octavio Santos, Jr. Octavio Santos, Jr.'s SunTrust Investment Services Experience January 2004 - April 2006
Job Managing Sales Director at Cypress Financial Group, an Office of MetLife
Industry Financial Services
Experience
Cypress Financial Group, an Office of MetLife September 2013 - Present
MetLife Resources March 2008 - September 2013
The South Financial Group April 2006 - December 2007
SunTrust Investment Services January 2004 - April 2006
Union Planters Bank November 2002 - January 2004
Washington Mutual June 1999 - November 2002
Skills
Retirement Planning, Wealth Management, Insurance, Securities, Investments, Fixed Annuities, Employee Benefits, Leadership, Finance, Qualified Retirement..., Mutual Funds, Sales Management, Life Insurance, Portfolio Management, Business Relationship..., 403 b, 457 Plans, Higher Education, Organization, Problem Solving, Disability Insurance, IRAs, Term Life Insurance, Estate Planning, Whole Life, Pensions, Asset Allocation, Variable Annuities, Relationship Management, Investment Management, Wealth Accumulation, Executive Management, Long Term Care Insurance, Defined Contribution...
Education
National University 1982 — 1985
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Cypress Financial Group, an Office of MetLife September 2013 - Present
MetLife Resources March 2008 - September 2013
The South Financial Group April 2006 - December 2007
SunTrust Investment Services January 2004 - April 2006
Union Planters Bank November 2002 - January 2004
Washington Mutual June 1999 - November 2002
Skills
Retirement Planning, Wealth Management, Insurance, Securities, Investments, Fixed Annuities, Employee Benefits, Leadership, Finance, Qualified Retirement..., Mutual Funds, Sales Management, Life Insurance, Portfolio Management, Business Relationship..., 403 b, 457 Plans, Higher Education, Organization, Problem Solving, Disability Insurance, IRAs, Term Life Insurance, Estate Planning, Whole Life, Pensions, Asset Allocation, Variable Annuities, Relationship Management, Investment Management, Wealth Accumulation, Executive Management, Long Term Care Insurance, Defined Contribution...
Education
National University 1982 — 1985
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Richard Moyer Richard Moyer's SunTrust Investment Services Experience March 2008 - December 2008
Job Partner at Royal Blue Capital, LLC
Industry Investment Banking
Experience
Royal Blue Capital, LLC March 2009 - Present
Western Horizon Farms, LLC. February 2009 - June 2010
SunTrust Investment Services March 2008 - December 2008
Merrill Lynch Private Banking and Investment Group January 2005 - February 2008
Skills
Series 7, Series 24, Series 66, Mergers, LBO, Acquisition Analysis, Private Placements, Capital Structure, Restructuring, Divestitures, Sell Side, Buy-side, Buyouts
Education
University of Central Missouri 1998 — 2002
Royal Blue Capital, LLC March 2009 - Present
Western Horizon Farms, LLC. February 2009 - June 2010
SunTrust Investment Services March 2008 - December 2008
Merrill Lynch Private Banking and Investment Group January 2005 - February 2008
Skills
Series 7, Series 24, Series 66, Mergers, LBO, Acquisition Analysis, Private Placements, Capital Structure, Restructuring, Divestitures, Sell Side, Buy-side, Buyouts
Education
University of Central Missouri 1998 — 2002
Deann Pruitt-Venuti Deann Pruitt-Venuti's SunTrust Investment Services Experience December 2000 - Present
Job Financial Advisor at SunTrust Investment Services
Industry Financial Services
Experience
SunTrust Investment Services December 2000 - Present
Education
University of Florida - Warrington College of Business Administration 1997 — 1999
Business BA, Finance, Business Management, Communications
Santa Fe Community College 1994 — 1997
Business AA, Business
SunTrust Investment Services December 2000 - Present
Education
University of Florida - Warrington College of Business Administration 1997 — 1999
Business BA, Finance, Business Management, Communications
Santa Fe Community College 1994 — 1997
Business AA, Business
James Coryell James Coryell's SunTrust Investment Services Experience March 2008 - May 2009
Job Financial Services Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 2015 - Present
CPM LLC September 2012 - June 2015
Comerica Bank, Wealth and Institutional Management April 2010 - September 2012
SunTrust Investment Services March 2008 - May 2009
The Bank of New York March 2006 - June 2007
UBS March 2004 - March 2006
Fifth Third Bank October 2001 - October 2003
Bank One September 1996 - March 2001
Northern Trust March 1994 - September 1996
NDB Bank 1990 - 1996
Skills
401 (k), 403 (b), SEP &..., Annuities (Variable &..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-Sell Agreements, Buy-Sell Review, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Long-Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Series 6, 63..., Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wealth Accumulation
Education
Online Trading Academy 2013 — 2014
University of Louisville 1972 — 1974
Bachelor of Science with Honors, Sociology, 3.74
University of Chicago 1975 — 1976
None, Social Sciences
Principal Financial Group June 2015 - Present
CPM LLC September 2012 - June 2015
Comerica Bank, Wealth and Institutional Management April 2010 - September 2012
SunTrust Investment Services March 2008 - May 2009
The Bank of New York March 2006 - June 2007
UBS March 2004 - March 2006
Fifth Third Bank October 2001 - October 2003
Bank One September 1996 - March 2001
Northern Trust March 1994 - September 1996
NDB Bank 1990 - 1996
Skills
401 (k), 403 (b), SEP &..., Annuities (Variable &..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-Sell Agreements, Buy-Sell Review, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Long-Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Series 6, 63..., Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wealth Accumulation
Education
Online Trading Academy 2013 — 2014
University of Louisville 1972 — 1974
Bachelor of Science with Honors, Sociology, 3.74
University of Chicago 1975 — 1976
None, Social Sciences
James Negley's SunTrust Investment Services Experience December 2010 - November 2012
Job
Industry Investment Management
Experience
AdvisorShares September 2015 - Present
Scottrade February 2014 - September 2015
Capital One November 2012 - February 2014
SunTrust Investment Services December 2010 - November 2012
Edelman Financial Services January 2007 - January 2009
Skills
Series 7, Series 63, Investment Advisory, Wealth Management, Salesforce.com..., CRM, Securities, Mutual Funds, Series 6, Finance, Investment Strategies, Portfolio Management, FINRA, Asset Management, Asset Allocation, Financial Planning, Investments, Banking, Financial Services, Retirement Planning
Education
University of North Carolina at Wilmington
B.A.
AdvisorShares September 2015 - Present
Scottrade February 2014 - September 2015
Capital One November 2012 - February 2014
SunTrust Investment Services December 2010 - November 2012
Edelman Financial Services January 2007 - January 2009
Skills
Series 7, Series 63, Investment Advisory, Wealth Management, Salesforce.com..., CRM, Securities, Mutual Funds, Series 6, Finance, Investment Strategies, Portfolio Management, FINRA, Asset Management, Asset Allocation, Financial Planning, Investments, Banking, Financial Services, Retirement Planning
Education
University of North Carolina at Wilmington
B.A.
Mike Lehr Mike Lehr's SunTrust Investment Services Experience 2004 - 2008
Job Senior IA Compliance Analyst at Invest Financial Corporation
Industry Financial Services
Experience
Invest Financial March 2008 - Present
SunTrust Investment Services 2004 - 2008
Schwab Institutional May 2002 - May 2004
Charles Schwab December 1997 - May 2002
Skills
FINRA, Series 7, Series 63, Mutual Funds, Securities, Fixed Income, Equities, Compliance, Investments, Investment Advisory, Insurance, Banking, Risk Management, Asset Allocation, Trading, Alternative Investments, Annuities, Bonds, Options, Series 24, Excel, Customer Service, Microsoft Office, Outlook, Word, 401k, AML, Financial Services, Portfolio Management, Retirement Planning, Financial Advisory, Retirement, Strategic Financial..., Investment Strategies, Asset Management, Uniform Combined State..., Investment Management, Series 65, Fixed Annuities, Life Insurance, Relationship Management, Hedge Funds, Financial Planning
Education
University of Nebraska-Lincoln 1981 — 1985
BS in Business Administration, Finance
Invest Financial March 2008 - Present
SunTrust Investment Services 2004 - 2008
Schwab Institutional May 2002 - May 2004
Charles Schwab December 1997 - May 2002
Skills
FINRA, Series 7, Series 63, Mutual Funds, Securities, Fixed Income, Equities, Compliance, Investments, Investment Advisory, Insurance, Banking, Risk Management, Asset Allocation, Trading, Alternative Investments, Annuities, Bonds, Options, Series 24, Excel, Customer Service, Microsoft Office, Outlook, Word, 401k, AML, Financial Services, Portfolio Management, Retirement Planning, Financial Advisory, Retirement, Strategic Financial..., Investment Strategies, Asset Management, Uniform Combined State..., Investment Management, Series 65, Fixed Annuities, Life Insurance, Relationship Management, Hedge Funds, Financial Planning
Education
University of Nebraska-Lincoln 1981 — 1985
BS in Business Administration, Finance
Charnique Walker's SunTrust Investment Services Experience November 2005 - April 2008
Job HRO Sales Strategist at ADP
Industry Information Technology and Services
Experience
ADP August 2015 - Present
ADP February 2014 - Present
ADP July 2013 - Present
ADP TotalSource May 2011 - July 2013
ADP July 2010 - May 2011
FedEx Office April 2008 - July 2010
SunTrust Investment Services November 2005 - April 2008
University of Phoenix (Axia College) September 2005 - April 2008
Capital One June 2004 - November 2005
United Cerebral Palsy January 2002 - August 2005
Skills
Salesforce.com, Benefits Administration, HRIS, Human Resources, Recruiting, ADP Payroll, Performance Management, Payroll, Employee Relations, Cold Calling, Coaching, Strategic Planning, Team Building, Sales Management, Leadership Development, CRM, Sales, PEO, Sales Operations, Management, Strategy, Employee Training, Sales Presentations, Public Speaking, Training, Selling
Education
University of New Orleans 2000 — 2002
MBA, Human Resources Management
Xavier University of Louisiana 1992 — 1996
Bachelor of Science, Psychology Premed
Ursuline Academy
ADP August 2015 - Present
ADP February 2014 - Present
ADP July 2013 - Present
ADP TotalSource May 2011 - July 2013
ADP July 2010 - May 2011
FedEx Office April 2008 - July 2010
SunTrust Investment Services November 2005 - April 2008
University of Phoenix (Axia College) September 2005 - April 2008
Capital One June 2004 - November 2005
United Cerebral Palsy January 2002 - August 2005
Skills
Salesforce.com, Benefits Administration, HRIS, Human Resources, Recruiting, ADP Payroll, Performance Management, Payroll, Employee Relations, Cold Calling, Coaching, Strategic Planning, Team Building, Sales Management, Leadership Development, CRM, Sales, PEO, Sales Operations, Management, Strategy, Employee Training, Sales Presentations, Public Speaking, Training, Selling
Education
University of New Orleans 2000 — 2002
MBA, Human Resources Management
Xavier University of Louisiana 1992 — 1996
Bachelor of Science, Psychology Premed
Ursuline Academy
Lance Longwater Lance Longwater's SunTrust Investment Services Experience November 2011 - Present
Job Private Financial Advisor at SunTrust Investment Services Inc.
Industry Financial Services
Experience
SunTrust Investment Services November 2011 - Present
Charles Schwab September 2003 - November 2011
Fidelity Investments 1996 - 2002
Education
The University of Georgia 1992 — 1996
BS, Economics
Benedictine Military Academy 1989 — 1992
SunTrust Investment Services November 2011 - Present
Charles Schwab September 2003 - November 2011
Fidelity Investments 1996 - 2002
Education
The University of Georgia 1992 — 1996
BS, Economics
Benedictine Military Academy 1989 — 1992
T. Brandon Carey, III T. Brandon Carey, III's SunTrust Investment Services Experience March 2011 - June 2011
Job Associate Equities Analyst, Investment Research at CAPTRUST
Industry Financial Services
Experience
CAPTRUST February 2014 - Present
Credit Suisse June 2012 - February 2014
Wachovia, A Wells Fargo Company June 2011 - August 2011
SunTrust Investment Services March 2011 - June 2011
SunTrust Bank October 2010 - June 2011
Salem Financial Group January 2010 - October 2010
John Hancock Financial Network September 2008 - December 2009
Education
North Carolina State University 2004 — 2009
Bachelor of Science (B.S.), Biology/Biological Sciences, General
CAPTRUST February 2014 - Present
Credit Suisse June 2012 - February 2014
Wachovia, A Wells Fargo Company June 2011 - August 2011
SunTrust Investment Services March 2011 - June 2011
SunTrust Bank October 2010 - June 2011
Salem Financial Group January 2010 - October 2010
John Hancock Financial Network September 2008 - December 2009
Education
North Carolina State University 2004 — 2009
Bachelor of Science (B.S.), Biology/Biological Sciences, General
David A. Liska's SunTrust Investment Services Experience December 1997 - Present
Job Financial Advisor Delivering Personalized and Professional FInancial Planning and Advice
Industry Financial Services
Experience
SunTrust Investment Services December 1997 - Present
Skills
Finance, Investments, Portfolio Management, Retirement Planning, Risk Management, Financial Services, Wealth Planning, Asset Management
Education
Nova Southeastern University
Bachelor of Applied Science (B.A.Sc.), Business Administration, Management and Operations
Nova Southeastern University
Certificate of Specialization, Financial Planning and Services
SunTrust Investment Services December 1997 - Present
Skills
Finance, Investments, Portfolio Management, Retirement Planning, Risk Management, Financial Services, Wealth Planning, Asset Management
Education
Nova Southeastern University
Bachelor of Applied Science (B.A.Sc.), Business Administration, Management and Operations
Nova Southeastern University
Certificate of Specialization, Financial Planning and Services
Ricky Richardson Ricky Richardson's SunTrust Investment Services Experience January 2006 - 2012
Job Atlanta Area Director at N2 Publishing & Owner: Around the Park Magazine
Industry Publishing
Experience
N2 Publishing 2013 - Present
SunTrust Investment Services January 2006 - 2012
SunTrust Investment Services 2005 - 2010
Skills
Wealth Management, Series 7, Retirement Planning, Mutual Funds, Series 63, Investments, Strategic Financial..., Asset Allocation, Investment Advisory, Portfolio Management, Asset Management, Retirement, Securities, Uniform Combined State..., Estate Planning, Fixed Annuities, Financial Planning
Education
The University of Georgia 1980 — 1985
Bachelor of Science (BS), Economics
N2 Publishing 2013 - Present
SunTrust Investment Services January 2006 - 2012
SunTrust Investment Services 2005 - 2010
Skills
Wealth Management, Series 7, Retirement Planning, Mutual Funds, Series 63, Investments, Strategic Financial..., Asset Allocation, Investment Advisory, Portfolio Management, Asset Management, Retirement, Securities, Uniform Combined State..., Estate Planning, Fixed Annuities, Financial Planning
Education
The University of Georgia 1980 — 1985
Bachelor of Science (BS), Economics
Howard Rudolph Howard Rudolph's SunTrust Investment Services Experience May 2011 - November 2014
Job Vice President Regional Operations Manager
Industry Financial Services
Experience
SunTrust Investment Services, Inc. November 2014 - Present
SunTrust Investment Services May 2011 - November 2014
E*TRADE Financial April 2006 - May 2011
Education
Ohio University 1998 — 2002
Bachelor of Science (BS), Media Studies
Orange High School
SunTrust Investment Services, Inc. November 2014 - Present
SunTrust Investment Services May 2011 - November 2014
E*TRADE Financial April 2006 - May 2011
Education
Ohio University 1998 — 2002
Bachelor of Science (BS), Media Studies
Orange High School
Pete Pecci Pete Pecci's SunTrust Investment Services Experience June 2003 - January 2007
Job Registered Principal, Personal Financial Advisor at Money Armour, LLC.
Industry Financial Services
Experience
Money Armour, LLC. May 2015 - Present
Vertical Capital Markets Group, LLC January 2015 - May 2015
Kovack Securities October 2010 - November 2014
Investacorp, Inc. February 2007 - July 2010
SunTrust Investment Services June 2003 - January 2007
Bank of America March 2002 - June 2003
Franklin Templeton Investments March 1993 - February 2002
Skills
Series 6, 7, 24, 63, 65..., Mutual Funds, Investments, Series 7, Alternative Investments, Wealth Management, Series 63, Investment Advisory, Asset Management, Securities, Retirement Planning
Education
University of South Florida 1988 — 1993
Bachelor of Science (B.S.), Finance, General
Money Armour, LLC. May 2015 - Present
Vertical Capital Markets Group, LLC January 2015 - May 2015
Kovack Securities October 2010 - November 2014
Investacorp, Inc. February 2007 - July 2010
SunTrust Investment Services June 2003 - January 2007
Bank of America March 2002 - June 2003
Franklin Templeton Investments March 1993 - February 2002
Skills
Series 6, 7, 24, 63, 65..., Mutual Funds, Investments, Series 7, Alternative Investments, Wealth Management, Series 63, Investment Advisory, Asset Management, Securities, Retirement Planning
Education
University of South Florida 1988 — 1993
Bachelor of Science (B.S.), Finance, General
Timothy Kraus Timothy Kraus's SunTrust Investment Services Experience April 2010 - August 2012
Job First Vice President, Monarch Bank Private Wealth
Industry Financial Services
Experience
Monarch Bank Private Wealth September 2012 - Present
SunTrust Investment Services April 2010 - August 2012
SunTrust Bank November 2008 - March 2010
Merrill Lynch August 2007 - November 2008
UBS July 2006 - August 2007
Education
The College of William and Mary - The Mason School of Business 2005 — 2006
Master of Business Administration (MBA)
William and Mary 1996 — 1999
Bachelor of Science (BS), Chemistry
Monarch Bank Private Wealth September 2012 - Present
SunTrust Investment Services April 2010 - August 2012
SunTrust Bank November 2008 - March 2010
Merrill Lynch August 2007 - November 2008
UBS July 2006 - August 2007
Education
The College of William and Mary - The Mason School of Business 2005 — 2006
Master of Business Administration (MBA)
William and Mary 1996 — 1999
Bachelor of Science (BS), Chemistry
Jerry Truman Jerry Truman's SunTrust Investment Services Experience April 2003 - June 2009
Job First Vice President Investments at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. January 2012 - Present
Morgan Stanley Smith Barney June 2009 - December 2011
SunTrust Investment Services April 2003 - June 2009
Education
University of Maryland College Park
UBS Financial Services Inc. January 2012 - Present
Morgan Stanley Smith Barney June 2009 - December 2011
SunTrust Investment Services April 2003 - June 2009
Education
University of Maryland College Park
Steven M Bonavita Steven M Bonavita's SunTrust Investment Services Experience October 2005 - April 2008
Job Assistant Vice President, Financial Advisor at PNC Investments
Industry Financial Services
Experience
PNC Investments November 2012 - Present
Navy Federal Brokerage Services October 2009 - October 2012
AIG SunAmerica April 2008 - September 2009
SunTrust Investment Services October 2005 - April 2008
Merrill Lynch January 2003 - October 2005
Morgan Stanley January 2001 - January 2003
Morgan Stanley January 1999 - January 2001
Education
The Catholic University of America
Politics
PNC Investments November 2012 - Present
Navy Federal Brokerage Services October 2009 - October 2012
AIG SunAmerica April 2008 - September 2009
SunTrust Investment Services October 2005 - April 2008
Merrill Lynch January 2003 - October 2005
Morgan Stanley January 2001 - January 2003
Morgan Stanley January 1999 - January 2001
Education
The Catholic University of America
Politics
Andrew Hamm, CFP® Andrew Hamm, CFP®'s SunTrust Investment Services Experience November 2008 - November 2009
Job Associate Financial Consultant Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2010 - Present
SunTrust Investment Services November 2008 - November 2009
Bank of America February 2004 - November 2008
Education
North Georgia College and State University 2000 — 2005
BBA, Finance
Charles Schwab November 2010 - Present
SunTrust Investment Services November 2008 - November 2009
Bank of America February 2004 - November 2008
Education
North Georgia College and State University 2000 — 2005
BBA, Finance
Jonathan Walker, CFP® Jonathan Walker, CFP®'s SunTrust Investment Services Experience March 1996 - December 2003
Job Client Services Advisor at Paul Winkler Inc
Industry Financial Services
Experience
Paul Winkler Inc October 2006 - Present
First Tennessee Bank December 2003 - October 2006
SunTrust Investment Services March 1996 - December 2003
Skills
Retirement Planning, Wealth Management, Mutual Funds, Investments, Strategic Financial..., Financial Planning, Retirement, Investment Advisory, Asset Allocation, Estate Planning, Portfolio Management, Wealth, Securities, 401k, Investment Strategies, IRAs, Asset Management, Asset Managment, Financial Services, Financial Advisory, Insurance
Education
Middle Tennessee State University 1993 — 1998
BBA, Finance
Paul Winkler Inc October 2006 - Present
First Tennessee Bank December 2003 - October 2006
SunTrust Investment Services March 1996 - December 2003
Skills
Retirement Planning, Wealth Management, Mutual Funds, Investments, Strategic Financial..., Financial Planning, Retirement, Investment Advisory, Asset Allocation, Estate Planning, Portfolio Management, Wealth, Securities, 401k, Investment Strategies, IRAs, Asset Management, Asset Managment, Financial Services, Financial Advisory, Insurance
Education
Middle Tennessee State University 1993 — 1998
BBA, Finance
Adam Karron, JD, CWS® Adam Karron, JD, CWS®'s SunTrust Investment Services Experience 2005 - 2005
Job Asscociate Director, Financial Planning at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services 2011 - Present
PNC Wealth Management (fka National City Private Client Group) 2008 - 2010
Wachovia Wealth Management 2007 - 2008
Wachovia Securities 2006 - 2007
SunTrust Investment Services 2005 - 2005
Karron Financial 1998 - 2005
Education
New York Law School
Juris Doctor, Law
Villanova University
BA, Psychology
Edelman Financial Services 2011 - Present
PNC Wealth Management (fka National City Private Client Group) 2008 - 2010
Wachovia Wealth Management 2007 - 2008
Wachovia Securities 2006 - 2007
SunTrust Investment Services 2005 - 2005
Karron Financial 1998 - 2005
Education
New York Law School
Juris Doctor, Law
Villanova University
BA, Psychology
Carrie Callahan Carrie Callahan's SunTrust Investment Services Experience January 1996 - December 2004
Job Managing Partner at Galliard Capital Management
Industry Investment Management
Experience
Galliard Capital Management January 2004 - Present
SunTrust Investment Services January 1996 - December 2004
Trusco Capital Management 2000 - 2003
Education
University of Central Florida - College of Business Administration 1991 — 1994
Business/Economics, Economics and Finance
Galliard Capital Management January 2004 - Present
SunTrust Investment Services January 1996 - December 2004
Trusco Capital Management 2000 - 2003
Education
University of Central Florida - College of Business Administration 1991 — 1994
Business/Economics, Economics and Finance
Gregory Stahl Gregory Stahl's SunTrust Investment Services Experience June 2008 - March 2014
Job BT Wealth Advisors Vice President Senior Wealth Advisor
Industry Financial Services
Experience
BT Wealth Advisors March 2014 - Present
SunTrust Investment Services June 2008 - March 2014
SunTrust Bank May 2005 - June 2008
Sears Holdings Corporation August 1994 - May 2005
Skills
Investments, Wealth Management, Series 7, Financial Advisory, Insurance, Series 63, Retirement Planning, Investment Advisory, Securities, Fixed Annuities, Asset Allocation, Finance, Mutual Funds, 401k, Uniform Combined State..., Series 24, Asset Management, FINRA, Series 65, Investment Strategies, Management, Portfolio Management, Retirement, Series 6, Strategic Financial...
Education
Shippensburg University of Pennsylvania 1996 — 2000
B.S.B.A, General Management
BT Wealth Advisors March 2014 - Present
SunTrust Investment Services June 2008 - March 2014
SunTrust Bank May 2005 - June 2008
Sears Holdings Corporation August 1994 - May 2005
Skills
Investments, Wealth Management, Series 7, Financial Advisory, Insurance, Series 63, Retirement Planning, Investment Advisory, Securities, Fixed Annuities, Asset Allocation, Finance, Mutual Funds, 401k, Uniform Combined State..., Series 24, Asset Management, FINRA, Series 65, Investment Strategies, Management, Portfolio Management, Retirement, Series 6, Strategic Financial...
Education
Shippensburg University of Pennsylvania 1996 — 2000
B.S.B.A, General Management
Heather Mckee's SunTrust Investment Services Experience October 1999 - August 2001
Job Policy Service Manager at Travelers
Industry Insurance
Experience
Travelers July 2014 - Present
Elephant Auto Insurance November 2009 - June 2014
Bank of America March 2009 - November 2009
Genworth Financial September 2007 - January 2009
Genworth Financial March 2005 - August 2007
GE January 2001 - March 2004
Wachovia Securities 2003 - 2004
QUICK & REILLY – FLEET SECURITIES DIVISION September 2001 - January 2002
SunTrust Investment Services October 1999 - August 2001
Cobb Technologies September 1998 - October 1999
Skills
Salesforce.com, Cross-functional Team..., Process Improvement, Leadership, Insurance, Strategic Planning, Project Management, Management, Sales, Sales Operations, Training, Program Management, Customer Service, Six Sigma, Access, New Business Development, Business Development, Recruiting, Strategy
Education
Villanova University 2009 — 2010
Masters Certificate in Project Management
Radford University 1994 — 1998
B.S., Psychology
Travelers July 2014 - Present
Elephant Auto Insurance November 2009 - June 2014
Bank of America March 2009 - November 2009
Genworth Financial September 2007 - January 2009
Genworth Financial March 2005 - August 2007
GE January 2001 - March 2004
Wachovia Securities 2003 - 2004
QUICK & REILLY – FLEET SECURITIES DIVISION September 2001 - January 2002
SunTrust Investment Services October 1999 - August 2001
Cobb Technologies September 1998 - October 1999
Skills
Salesforce.com, Cross-functional Team..., Process Improvement, Leadership, Insurance, Strategic Planning, Project Management, Management, Sales, Sales Operations, Training, Program Management, Customer Service, Six Sigma, Access, New Business Development, Business Development, Recruiting, Strategy
Education
Villanova University 2009 — 2010
Masters Certificate in Project Management
Radford University 1994 — 1998
B.S., Psychology
Trent Chastain's SunTrust Investment Services Experience November 2008 - Present
Job Investment Consultant at SunTrust Investment Services
Industry Financial Services
Experience
SunTrust Investment Services November 2008 - Present
Morgan Keegan October 2002 - May 2008
Education
The University of Tennessee at Chattanooga 1991 — 1999
SunTrust Investment Services November 2008 - Present
Morgan Keegan October 2002 - May 2008
Education
The University of Tennessee at Chattanooga 1991 — 1999
Ellen Welch's SunTrust Investment Services Experience May 2000 - March 2013
Job SVP, Advisor Solutions Strategist, Wealth Services Group at SunTrust Private Wealth Management
Industry Financial Services
Experience
SunTrust Private Wealth Management March 2013 - Present
SunTrust Investment Services May 2000 - March 2013
SunTrust Mortgage May 1997 - April 2000
First Union January 1993 - April 1997
First Union (FKA Decatur Federal) 1993 - 1997
Decatur Federal 1990 - 1993
Skills
Wealth Management, Series 7, Sales/Service Business..., Client Relationship..., Financial Services, CRM, Training, Wealth Management..., Leadership, Business Process..., Management, Banking, Sales, Portfolio Management, Risk Management, Relationship Management, Strategy
Education
State University of New York College at Buffalo 1977 — 1981
Bachelor of Science, Geology
Liverpool High School 1973 — 1977
SunTrust Private Wealth Management March 2013 - Present
SunTrust Investment Services May 2000 - March 2013
SunTrust Mortgage May 1997 - April 2000
First Union January 1993 - April 1997
First Union (FKA Decatur Federal) 1993 - 1997
Decatur Federal 1990 - 1993
Skills
Wealth Management, Series 7, Sales/Service Business..., Client Relationship..., Financial Services, CRM, Training, Wealth Management..., Leadership, Business Process..., Management, Banking, Sales, Portfolio Management, Risk Management, Relationship Management, Strategy
Education
State University of New York College at Buffalo 1977 — 1981
Bachelor of Science, Geology
Liverpool High School 1973 — 1977
Bobby Caoh's SunTrust Investment Services Experience September 2002 - May 2003
Job Operations Researcher Sr. at Lockheed Martin
Industry Information Services
Experience
Lockheed Martin November 2011 - Present
LLucas Inc August 2011 - November 2011
LLucas Inc March 2010 - August 2011
Quantitative Tutoring Services (QTS) September 2003 - February 2011
PurseGadgets November 2008 - December 2010
Entrepreneurial Activites June 2008 - November 2010
Bureau of Labor Statistics July 2003 - March 2007
SunTrust Investment Services September 2002 - May 2003
Skills
Data Analysis
Education
University of Maryland College Park 1999 — 2003
Bachelors of Science, Finance, Economics
Lockheed Martin November 2011 - Present
LLucas Inc August 2011 - November 2011
LLucas Inc March 2010 - August 2011
Quantitative Tutoring Services (QTS) September 2003 - February 2011
PurseGadgets November 2008 - December 2010
Entrepreneurial Activites June 2008 - November 2010
Bureau of Labor Statistics July 2003 - March 2007
SunTrust Investment Services September 2002 - May 2003
Skills
Data Analysis
Education
University of Maryland College Park 1999 — 2003
Bachelors of Science, Finance, Economics
Tim Fuller's SunTrust Investment Services Experience April 2010 - July 2014
Job Area Manager, Michelin North America
Industry Automotive
Experience
Michelin July 2014 - Present
SunTrust Investment Services April 2010 - July 2014
SunTrust Bank June 2007 - April 2010
SunTrust Bank July 2006 - June 2007
Skills
Finance, Microsoft Excel, Analysis, Financial Reporting, Portfolio Management, Budgets, Customer Service, PowerPoint, Accounting, Process Improvement, Wealth Management, Team Building, Equities, SQL, Retirement Planning, Series 7, Asset Management, Mutual Funds, Financial Planning, Asset Allocation, Business Strategy, Account Management, Financial Analysis
Education
Pensacola Christian College 2002 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Pensacola Christian College 2002 — 2006
Bachelor of Business Administration (B.B.A.), Marketing
Michelin July 2014 - Present
SunTrust Investment Services April 2010 - July 2014
SunTrust Bank June 2007 - April 2010
SunTrust Bank July 2006 - June 2007
Skills
Finance, Microsoft Excel, Analysis, Financial Reporting, Portfolio Management, Budgets, Customer Service, PowerPoint, Accounting, Process Improvement, Wealth Management, Team Building, Equities, SQL, Retirement Planning, Series 7, Asset Management, Mutual Funds, Financial Planning, Asset Allocation, Business Strategy, Account Management, Financial Analysis
Education
Pensacola Christian College 2002 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Pensacola Christian College 2002 — 2006
Bachelor of Business Administration (B.B.A.), Marketing
Jacinda Norvell's SunTrust Investment Services Experience 1997 - September 2013
Job SVP, National Sales Manager at SunTrust Private Wealth Management
Industry Financial Services
Experience
SunTrust September 2013 - Present
SunTrust Investment Services 1997 - September 2013
INVESCO 1996 - 1997
The Robinson Humphrey Company August 1994 - January 1996
Skills
Strategic Planning, Team Leadership, Management, Project Management, Business Strategy, Business Development, Leadership Development, Marketing, Event Management, Organizational...
Education
University of Georgia - Terry College of Business
Bachelor of Business Administration (BBA), Accounting
SunTrust September 2013 - Present
SunTrust Investment Services 1997 - September 2013
INVESCO 1996 - 1997
The Robinson Humphrey Company August 1994 - January 1996
Skills
Strategic Planning, Team Leadership, Management, Project Management, Business Strategy, Business Development, Leadership Development, Marketing, Event Management, Organizational...
Education
University of Georgia - Terry College of Business
Bachelor of Business Administration (BBA), Accounting
Mitchell, Craig's SunTrust Investment Services Experience February 2006 - May 2010
Job Licensed Investment Support Specialist at Fifth Third Securities
Industry Financial Services
Experience
Fifth Third Securities December 2012 - Present
Fifth Third Securities August 2010 - December 2012
SunTrust Investment Services February 2006 - May 2010
AXA Advisors, LLC April 2005 - January 2006
Prudential Financial May 2004 - January 2005
Skills
Streetscape, Insurance, Management, Customer Service, Series 7, Series 63, Strategic Financial..., Retirement Planning, Investments, Fixed Income, Mutual Funds
Education
Middle Tennessee State University
Bachelor of Science, Recording Business Management
Fifth Third Securities December 2012 - Present
Fifth Third Securities August 2010 - December 2012
SunTrust Investment Services February 2006 - May 2010
AXA Advisors, LLC April 2005 - January 2006
Prudential Financial May 2004 - January 2005
Skills
Streetscape, Insurance, Management, Customer Service, Series 7, Series 63, Strategic Financial..., Retirement Planning, Investments, Fixed Income, Mutual Funds
Education
Middle Tennessee State University
Bachelor of Science, Recording Business Management
Susanna Chesney's SunTrust Investment Services Experience 2003 - 2006
Job SVP, Senior Client Experience Design Lead at SunTrust
Industry Financial Services
Experience
SunTrust April 2015 - Present
SunTrust Bank January 2012 - April 2015
SunTrust Banks, Inc. November 2008 - 2012
SunTrust Investment Services, Inc. August 2006 - November 2009
SunTrust Investment Services 2003 - 2006
Skills
Banking, Series 7, Financial Services, Retail Banking, Relationship Management, Investments, Private Banking, Mutual Funds, Asset Management, Securities, Fixed Income, Insurance, Equities, Retirement Planning
Education
Penn State University 1991 — 1995
Bachelor of Arts (BA), French and Political Science
SunTrust April 2015 - Present
SunTrust Bank January 2012 - April 2015
SunTrust Banks, Inc. November 2008 - 2012
SunTrust Investment Services, Inc. August 2006 - November 2009
SunTrust Investment Services 2003 - 2006
Skills
Banking, Series 7, Financial Services, Retail Banking, Relationship Management, Investments, Private Banking, Mutual Funds, Asset Management, Securities, Fixed Income, Insurance, Equities, Retirement Planning
Education
Penn State University 1991 — 1995
Bachelor of Arts (BA), French and Political Science
Josh Tallent's SunTrust Investment Services Experience May 2005 - September 2013
Job Wealth Advisor at Financial Resources Group
Industry Financial Services
Experience
Financial Resources Group July 2015 - Present
CB Capital Investment Group September 2013 - July 2015
SunTrust Investment Services May 2005 - September 2013
Skills
Wealth Management, Strategic Financial..., Retirement Planning, Wealth Preservation..., Estate Planning, Portfolio Management, Long-term Care, Risk Management, Relationship Management, Financial Services, Investment Strategies, Wealth, Financial Planners, Finance, Investments, Financial Planning, Series 7, Microsoft Office, Loans, Banking, Credit, Customer Service
Education
University of North Carolina at Greensboro 1996 — 2001
Bachelor's of Fine Art, Graphic Design - Business Administration Minor
Financial Resources Group July 2015 - Present
CB Capital Investment Group September 2013 - July 2015
SunTrust Investment Services May 2005 - September 2013
Skills
Wealth Management, Strategic Financial..., Retirement Planning, Wealth Preservation..., Estate Planning, Portfolio Management, Long-term Care, Risk Management, Relationship Management, Financial Services, Investment Strategies, Wealth, Financial Planners, Finance, Investments, Financial Planning, Series 7, Microsoft Office, Loans, Banking, Credit, Customer Service
Education
University of North Carolina at Greensboro 1996 — 2001
Bachelor's of Fine Art, Graphic Design - Business Administration Minor
Frank A. Portugal's SunTrust Investment Services Experience February 2010 - November 2010
Job Institutional and Dealer Fixed Income Sales
Industry Financial Services
Experience
Amherst Pierpont June 2014 - Present
BB&T Capital Markets November 2010 - October 2013
SunTrust Investment Services February 2010 - November 2010
Colonial Brokerage, Inc. December 2007 - October 2009
Amherst Securities Group February 2003 - December 2007
Prudential Securities August 2001 - February 2003
Salomon Smith Barney October 1998 - August 2001
Chicago Board of Trade/Internship June 1997 - August 1997
Skills
Fixed Income, Capital Markets, Bloomberg, Bonds, Series 7, Investment Banking, Equities, Trading, Equity Research, Series 63, Derivatives, Valuation, Financial Modeling, Investments, Securities, Series 66, Life & Health Insurance...
Education
University of Central Florida - College of Business Administration 1997 — 2000
Bachelor's degree, Finance and Financial Management Services
Amherst Pierpont June 2014 - Present
BB&T Capital Markets November 2010 - October 2013
SunTrust Investment Services February 2010 - November 2010
Colonial Brokerage, Inc. December 2007 - October 2009
Amherst Securities Group February 2003 - December 2007
Prudential Securities August 2001 - February 2003
Salomon Smith Barney October 1998 - August 2001
Chicago Board of Trade/Internship June 1997 - August 1997
Skills
Fixed Income, Capital Markets, Bloomberg, Bonds, Series 7, Investment Banking, Equities, Trading, Equity Research, Series 63, Derivatives, Valuation, Financial Modeling, Investments, Securities, Series 66, Life & Health Insurance...
Education
University of Central Florida - College of Business Administration 1997 — 2000
Bachelor's degree, Finance and Financial Management Services
Sheila Ross's SunTrust Investment Services Experience April 1999 - April 2001
Job Branch Supervision Administrator Florida Complex at TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2012 - Present
JW Cole Financial, Inc. April 2009 - February 2012
University of South Florida December 2008 - August 2011
Smith Barney July 2007 - October 2008
Raymond James Financial Services 2001 - 2007
SunTrust Investment Services April 1999 - April 2001
T Rowe Price 1997 - 1999
Skills
Series 7, Series 63, Series 24, Securities, Financial Services, Insurance, Series 65
Education
University of South Florida - College of Business Administration 2008 — 2011
MBA
University of Tampa 1993 — 1995
Bachelor of Arts
TIAA-CREF February 2012 - Present
JW Cole Financial, Inc. April 2009 - February 2012
University of South Florida December 2008 - August 2011
Smith Barney July 2007 - October 2008
Raymond James Financial Services 2001 - 2007
SunTrust Investment Services April 1999 - April 2001
T Rowe Price 1997 - 1999
Skills
Series 7, Series 63, Series 24, Securities, Financial Services, Insurance, Series 65
Education
University of South Florida - College of Business Administration 2008 — 2011
MBA
University of Tampa 1993 — 1995
Bachelor of Arts
Nicholas Steier's SunTrust Investment Services Experience March 2001 - April 2005
Job VP Wealth Management at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS April 2014 - Present
Wells Fargo Advisors LLC April 2005 - April 2014
SunTrust Investment Services March 2001 - April 2005
Morgan Stanley 2000 - 2001
Education
University of Maryland College Park 1996 — 2000
BS, Government & Politics
UBS April 2014 - Present
Wells Fargo Advisors LLC April 2005 - April 2014
SunTrust Investment Services March 2001 - April 2005
Morgan Stanley 2000 - 2001
Education
University of Maryland College Park 1996 — 2000
BS, Government & Politics
Marie Hollowell's SunTrust Investment Services Experience May 2005 - December 2011
Job Compliance Stephens Inc.
Industry Financial Services
Experience
Stephens Inc. January 2012 - Present
SunTrust Investment Services May 2005 - December 2011
World Group Securities 2000 - 2005
Education
Wharton School, University of Pennsylvania 2012 — 2013
FINRA (CRCP), Certified Regulatory and Compliance Professional
Spartanburg Methodist 1985 — 1987
Stephens Inc. January 2012 - Present
SunTrust Investment Services May 2005 - December 2011
World Group Securities 2000 - 2005
Education
Wharton School, University of Pennsylvania 2012 — 2013
FINRA (CRCP), Certified Regulatory and Compliance Professional
Spartanburg Methodist 1985 — 1987
Esther (Elliott) Longa's SunTrust Investment Services Experience July 2006 - June 2008
Job Spanish Teacher and Consultant
Industry Education Management
Experience
Elliott Bilingual Services June 2008 - Present
SunTrust Investment Services July 2006 - June 2008
Education
Millsaps College 1999 — 2003
Elliott Bilingual Services June 2008 - Present
SunTrust Investment Services July 2006 - June 2008
Education
Millsaps College 1999 — 2003
Jim Polucha, CFP®'s SunTrust Investment Services Experience September 2001 - October 2005
Job Vice President, M&T Securities, Inc.
Industry Financial Services
Experience
M&T Bank October 2005 - Present
SunTrust Investment Services September 2001 - October 2005
Legg Mason April 2000 - September 2001
Skills
Wealth Management, Certified Financial..., Retirement Planning, Portfolio Management, Mutual Funds, Series 7, Investments, Series 6, Investment Advisory, Strategic Financial..., Asset Allocation, ETFs, Asset Management
Education
Salisbury University - Perdue School of Business
Bachelor's degree, Finance
M&T Bank October 2005 - Present
SunTrust Investment Services September 2001 - October 2005
Legg Mason April 2000 - September 2001
Skills
Wealth Management, Certified Financial..., Retirement Planning, Portfolio Management, Mutual Funds, Series 7, Investments, Series 6, Investment Advisory, Strategic Financial..., Asset Allocation, ETFs, Asset Management
Education
Salisbury University - Perdue School of Business
Bachelor's degree, Finance
Russell Cearley, CFA®'s SunTrust Investment Services Experience August 2008 - March 2010
Job Partner, Director of Portfolio Strategy at SignatureFD
Industry Investment Management
Experience
SignatureFD December 2014 - Present
SignatureFD March 2010 - December 2014
SunTrust Investment Services August 2008 - March 2010
TIAA-CREF January 2007 - May 2008
Skills
Asset Allocation, Alternative Investments, Investment Management, Investments
Education
University of North Carolina at Chapel Hill 2001 — 2005
Bachelor of Arts, Economics, Political Science
SignatureFD December 2014 - Present
SignatureFD March 2010 - December 2014
SunTrust Investment Services August 2008 - March 2010
TIAA-CREF January 2007 - May 2008
Skills
Asset Allocation, Alternative Investments, Investment Management, Investments
Education
University of North Carolina at Chapel Hill 2001 — 2005
Bachelor of Arts, Economics, Political Science
Rajan Dugal's SunTrust Investment Services Experience 2003 - 2006
Job Vice President at Wells Fargo Bank, Business Banking Group
Industry Banking
Experience
Wells Fargo Bank February 2009 - Present
Bank of America 2006 - 2009
SunTrust Investment Services 2003 - 2006
Citigroup 2001 - 2003
Legg Mason 1999 - 2000
Paine Webber 1997 - 1999
International Equity Partners 1992 - 1993
Skills
Small Business Lending, Commercial Lending, SBA, Commercial Banking, Asset Based Lending, Commercial Mortgages, Loans, Credit Analysis, Loan Origination, Credit, Treasury Management, Private Banking, Banking, Wealth Management, Underwriting, Retail Banking, Credit Risk, Cross Selling, Cash Management, Relationship Management
Education
The George Washington University 1992 — 1994
MBA, Marketing
The George Washington University 1988 — 1991
BBA, International Business
Harrow School 1983 — 1988
Wells Fargo Bank February 2009 - Present
Bank of America 2006 - 2009
SunTrust Investment Services 2003 - 2006
Citigroup 2001 - 2003
Legg Mason 1999 - 2000
Paine Webber 1997 - 1999
International Equity Partners 1992 - 1993
Skills
Small Business Lending, Commercial Lending, SBA, Commercial Banking, Asset Based Lending, Commercial Mortgages, Loans, Credit Analysis, Loan Origination, Credit, Treasury Management, Private Banking, Banking, Wealth Management, Underwriting, Retail Banking, Credit Risk, Cross Selling, Cash Management, Relationship Management
Education
The George Washington University 1992 — 1994
MBA, Marketing
The George Washington University 1988 — 1991
BBA, International Business
Harrow School 1983 — 1988
Shannon Vandevoir Deal's SunTrust Investment Services Experience April 2012 - November 2014
Job Assistant Vice President, LPL Financial Advisor covering Eastern North Carolina Region
Industry Investment Management
Experience
Bank of North Carolina November 2014 - Present
SunTrust Investment Services April 2012 - November 2014
SunTrust November 2010 - April 2012
BancorpSouth September 2008 - November 2010
Skills
Banking, Nutrition, Sales, Finance
Education
University of Arkansas
BS in Human Environmental Sciences, Nutrition
Bank of North Carolina November 2014 - Present
SunTrust Investment Services April 2012 - November 2014
SunTrust November 2010 - April 2012
BancorpSouth September 2008 - November 2010
Skills
Banking, Nutrition, Sales, Finance
Education
University of Arkansas
BS in Human Environmental Sciences, Nutrition
Brian Bloxom's SunTrust Investment Services Experience November 1997 - March 2008
Job Managing Partner at Sunrise Wealth Partners
Industry Financial Services
Experience
Sunrise Wealth Partners March 2014 - Present
Fulcrum Securities March 2008 - March 2014
SunTrust Investment Services November 1997 - March 2008
SunTrust Investment Services 1997 - 2008
Skills
Series 7, Wealth Management, Retirement Planning, Investments, Portfolio Management, Securities, Strategic Financial..., Fixed Annuities, Asset Managment, Financial Analysis, Options, Equities, Insurance
Education
Mary Washington College 1990 — 1994
Bachelor of Science, Business Administration
Sunrise Wealth Partners March 2014 - Present
Fulcrum Securities March 2008 - March 2014
SunTrust Investment Services November 1997 - March 2008
SunTrust Investment Services 1997 - 2008
Skills
Series 7, Wealth Management, Retirement Planning, Investments, Portfolio Management, Securities, Strategic Financial..., Fixed Annuities, Asset Managment, Financial Analysis, Options, Equities, Insurance
Education
Mary Washington College 1990 — 1994
Bachelor of Science, Business Administration
Timothy Sapp's SunTrust Investment Services Experience May 2004 - May 2012
Job Compliance Officer
Industry Financial Services
Experience
Primerica 2013 - 2014
SunTrust Investment Services May 2004 - May 2012
FSC Securities 2000 - 2004
WMA Securities 1999 - 2000
PFS Securities 1997 - 1999
Skills
Mutual Funds, Trading, Investments, Series 24, Series 7, Wealth Management, FINRA, Business Development, Auditing, Securities, Series 63, Investment Advisory, Asset Management, Financial Services, Uniform Combined State..., Portfolio Management, Financial Planning
Education
University of Alabama
BA, Marketing, Communications, Advertising
Primerica 2013 - 2014
SunTrust Investment Services May 2004 - May 2012
FSC Securities 2000 - 2004
WMA Securities 1999 - 2000
PFS Securities 1997 - 1999
Skills
Mutual Funds, Trading, Investments, Series 24, Series 7, Wealth Management, FINRA, Business Development, Auditing, Securities, Series 63, Investment Advisory, Asset Management, Financial Services, Uniform Combined State..., Portfolio Management, Financial Planning
Education
University of Alabama
BA, Marketing, Communications, Advertising
Leslie Morse's SunTrust Investment Services Experience 1984 - 2005
Job Branch Operations and Compliance Manager at Cary Street Partners
Industry Financial Services
Experience
Cary Street Partners August 2014 - Present
Allen, Mooney & Barnes Investment Advisors, LLC May 2009 - July 2014
BankUnited Financial Services June 2005 - September 2008
SunTrust Investment Services 1984 - 2005
Education
Stetson University 1979 — 1983
BA, Education
Cary Street Partners August 2014 - Present
Allen, Mooney & Barnes Investment Advisors, LLC May 2009 - July 2014
BankUnited Financial Services June 2005 - September 2008
SunTrust Investment Services 1984 - 2005
Education
Stetson University 1979 — 1983
BA, Education
Bonnie Murray's SunTrust Investment Services Experience July 2001 - April 2003
Job Managing Director at EH Smith Jacobs
Industry Financial Services
Experience
EH Smith Jacobs January 2004 - Present
Galleon Group April 2002 - January 2004
SunTrust Investment Services July 2001 - April 2003
Education
University of North Carolina at Wilmington 1997 — 2001
Business, Finance and Economics
EH Smith Jacobs January 2004 - Present
Galleon Group April 2002 - January 2004
SunTrust Investment Services July 2001 - April 2003
Education
University of North Carolina at Wilmington 1997 — 2001
Business, Finance and Economics
Patrick W.Simpkins's SunTrust Investment Services Experience 2002 - 2007
Job Proximity Financial Partners
Industry Financial Services
Experience
Proximity Financial Partners December 2007 - Present
Premier Wealth Resources, LLC December 2007 - April 2014
SunTrust Investment Services 2002 - 2007
Central Carolina Bank 2002 - 2004
Skills
Wealth Management, Wealth Management..., Investments, Finance, Retirement Planning, Strategic Financial..., Financial Advisory, Investment Advisory, Asset Allocation, Estate Planning, Retirement, Wealth, Portfolio Management, Financial Risk...
Education
North Carolina State University 1991 — 1995
Proximity Financial Partners December 2007 - Present
Premier Wealth Resources, LLC December 2007 - April 2014
SunTrust Investment Services 2002 - 2007
Central Carolina Bank 2002 - 2004
Skills
Wealth Management, Wealth Management..., Investments, Finance, Retirement Planning, Strategic Financial..., Financial Advisory, Investment Advisory, Asset Allocation, Estate Planning, Retirement, Wealth, Portfolio Management, Financial Risk...
Education
North Carolina State University 1991 — 1995
Bryan Roberts, CRC's SunTrust Investment Services Experience January 1997 - February 2008
Job Vice President, Investments Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2008 - Present
SunTrust Investment Services January 1997 - February 2008
Education
University of Alabama 1988 — 1992
B.S., Finance
Wells Fargo Advisors, LLC February 2008 - Present
SunTrust Investment Services January 1997 - February 2008
Education
University of Alabama 1988 — 1992
B.S., Finance
Bonnie Murray's SunTrust Investment Services Experience September 2001 - December 2003
Job Head of Marketing and IR at Astellon Capital
Industry Investment Management
Experience
Astellon Capital September 2014 - March 2015
BTIG March 2011 - May 2014
EH Smith Jacobs & Co. January 2005 - December 2009
Galleon Group January 2004 - December 2005
SunTrust Investment Services September 2001 - December 2003
Education
University of North Carolina at Wilmington 1997 — 2001
BA, Finance
Astellon Capital September 2014 - March 2015
BTIG March 2011 - May 2014
EH Smith Jacobs & Co. January 2005 - December 2009
Galleon Group January 2004 - December 2005
SunTrust Investment Services September 2001 - December 2003
Education
University of North Carolina at Wilmington 1997 — 2001
BA, Finance
David Halloran, CFA's SunTrust Investment Services Experience 1987 - 1995
Job Chief Portfolio Strategist at Greenwood Capital
Industry Investment Management
Experience
Greenwood Capital May 2009 - Present
Table Rock Asset Management, LLC. January 2007 - May 2009
Austin, Calvert & Flavin, Inc. October 2004 - March 2006
NCM Capital February 2003 - August 2004
INVESCO April 2000 - November 2002
SunTrust Investment Services 1987 - 1995
Skills
Investment Strategies, Equities, Asset Allocation, Portfolio Management, Investments, Bloomberg, ETFs, Investment Management, Alternative Investments, Fixed Income, Asset Managment, Equity Research
Education
Marymount University 1985 — 1987
MBA, Finance
Princeton University 1978 — 1982
ba, Economics
Greenwood Capital May 2009 - Present
Table Rock Asset Management, LLC. January 2007 - May 2009
Austin, Calvert & Flavin, Inc. October 2004 - March 2006
NCM Capital February 2003 - August 2004
INVESCO April 2000 - November 2002
SunTrust Investment Services 1987 - 1995
Skills
Investment Strategies, Equities, Asset Allocation, Portfolio Management, Investments, Bloomberg, ETFs, Investment Management, Alternative Investments, Fixed Income, Asset Managment, Equity Research
Education
Marymount University 1985 — 1987
MBA, Finance
Princeton University 1978 — 1982
ba, Economics
Sergio Tello's SunTrust Investment Services Experience March 2002 - December 2009
Job Financial Advisor, First Vice President Investments at Wells Fargo Advisors, LLC
Industry Investment Management
Experience
Wells Fargo Advisors, LLC December 2009 - Present
SunTrust Investment Services March 2002 - December 2009
Skills
Investments, Retirement, Asset Allocation, Insurance, Mutual Funds, Retirement Planning, Stock Market Analysis, Wealth Preservation...
Education
St. Mary's University
BBA, International Business
Wells Fargo Advisors, LLC December 2009 - Present
SunTrust Investment Services March 2002 - December 2009
Skills
Investments, Retirement, Asset Allocation, Insurance, Mutual Funds, Retirement Planning, Stock Market Analysis, Wealth Preservation...
Education
St. Mary's University
BBA, International Business
Christine Allred's SunTrust Investment Services Experience 1998 - 2009
Job English Teacher at Harford County Public Schools
Industry Primary/Secondary Education
Experience
Harford County Public Schools August 2012 - Present
Baltimore County Public Schools 2009 - 2012
SunTrust Investment Services 1998 - 2009
Skills
Teaching
Education
Towson University 1992 — 1994
BA, English/Secondary Education
Harford County Public Schools August 2012 - Present
Baltimore County Public Schools 2009 - 2012
SunTrust Investment Services 1998 - 2009
Skills
Teaching
Education
Towson University 1992 — 1994
BA, English/Secondary Education
Jennifer Butts's SunTrust Investment Services Experience 2006 - 2008
Job Field Marketing Manager at GamePlan Financial
Industry Events Services
Experience
GamePlan Financial July 2009 - Present
Sullivan & Schlieman Wealth Management December 2006 - March 2009
SunTrust Investment Services 2006 - 2008
Coldwell Banker RMR March 2005 - December 2006
The Limited November 2004 - March 2005
Education
The University of Georgia 2000 — 2004
Consumer Journalism, Advertising, Family and Consumer Journalism
GamePlan Financial July 2009 - Present
Sullivan & Schlieman Wealth Management December 2006 - March 2009
SunTrust Investment Services 2006 - 2008
Coldwell Banker RMR March 2005 - December 2006
The Limited November 2004 - March 2005
Education
The University of Georgia 2000 — 2004
Consumer Journalism, Advertising, Family and Consumer Journalism
Jon Brethauer, CFP®'s SunTrust Investment Services Experience January 2004 - December 2007
Job Vice President at Financial Planning Firm
Industry Investment Management
Experience
Financial Planning Firm January 2008 - Present
SunTrust Investment Services January 2004 - December 2007
Skills
Wealth Management, Series 7, Asset Allocation, Investment Advisory, Financial Advisory, Asset Management, Investments, Retirement Planning
Education
University of North Florida 2001 — 2003
MBA, Business Administration
University of North Florida 1997 — 2001
BBA, Finance with a concentration in Investments & BBA in Finanical Planning
Financial Planning Firm January 2008 - Present
SunTrust Investment Services January 2004 - December 2007
Skills
Wealth Management, Series 7, Asset Allocation, Investment Advisory, Financial Advisory, Asset Management, Investments, Retirement Planning
Education
University of North Florida 2001 — 2003
MBA, Business Administration
University of North Florida 1997 — 2001
BBA, Finance with a concentration in Investments & BBA in Finanical Planning
Brian Sedely's SunTrust Investment Services Experience June 2007 - June 2009
Job Senior Credit Advisor at Seaside Bank
Industry Banking
Experience
Seaside National Bank & Trust November 2014 - Present
SunTrust Robinson Humphrey February 2013 - November 2014
SunTrust Bank February 2011 - February 2013
New York Life Insurance Company January 2010 - February 2011
SunTrust Investment Services June 2007 - June 2009
SunTrust Bank April 2006 - June 2007
SunTrust Bank January 2005 - April 2006
Skills
Portfolio Management, Loans, Credit, Banking, Wealth Management, Commercial Lending, Financial Analysis, Small Business Lending, Commercial Banking, Credit Analysis
Education
University of Central Florida - College of Business Administration 2010 — 2013
MBA, Finance
University of Central Florida - College of Business Administration 2005 — 2007
BSBA, Finance and Economics
Seaside National Bank & Trust November 2014 - Present
SunTrust Robinson Humphrey February 2013 - November 2014
SunTrust Bank February 2011 - February 2013
New York Life Insurance Company January 2010 - February 2011
SunTrust Investment Services June 2007 - June 2009
SunTrust Bank April 2006 - June 2007
SunTrust Bank January 2005 - April 2006
Skills
Portfolio Management, Loans, Credit, Banking, Wealth Management, Commercial Lending, Financial Analysis, Small Business Lending, Commercial Banking, Credit Analysis
Education
University of Central Florida - College of Business Administration 2010 — 2013
MBA, Finance
University of Central Florida - College of Business Administration 2005 — 2007
BSBA, Finance and Economics
Laura Poos's SunTrust Investment Services Experience February 1995 - July 2011
Job Retired, Self Employed
Industry Financial Services
Experience
Self Employed July 2011 - Present
SunTrust Investment Services February 1995 - July 2011
Riggs Bank February 1993 - February 1995
Edward Jones 1989 - November 1993
Skills
Series 7, Series 63, Uniform Combined State..., Wealth Management, Mutual Funds, FINRA, Series 24, Series 65, Securities, Retirement Planning, Fixed Income, Portfolio Management, Alternative Investments, Investments, Asset Allocation, Retirement, Financial Advisory, Investment Advisory, Wealth, Options, Series 6, Fixed Annuities, Bloomberg, Strategic Financial..., Insurance, Equities, Trading, Financial Services, Asset Management, Banking, Investment Strategies
Education
University of Missouri-Columbia 1981 — 1983
BS, Clinical Psychology
Self Employed July 2011 - Present
SunTrust Investment Services February 1995 - July 2011
Riggs Bank February 1993 - February 1995
Edward Jones 1989 - November 1993
Skills
Series 7, Series 63, Uniform Combined State..., Wealth Management, Mutual Funds, FINRA, Series 24, Series 65, Securities, Retirement Planning, Fixed Income, Portfolio Management, Alternative Investments, Investments, Asset Allocation, Retirement, Financial Advisory, Investment Advisory, Wealth, Options, Series 6, Fixed Annuities, Bloomberg, Strategic Financial..., Insurance, Equities, Trading, Financial Services, Asset Management, Banking, Investment Strategies
Education
University of Missouri-Columbia 1981 — 1983
BS, Clinical Psychology
Bob Peavey's SunTrust Investment Services Experience September 2004 - August 2011
Job Investment Regional Sales Manager, BB&T Investment Services
Industry Financial Services
Experience
BB&T September 2011 - Present
SunTrust Investment Services September 2004 - August 2011
American Express Financial Advisors May 1993 - August 2004
Skills
Series 7, Wealth Management, Mutual Funds, Series 63, Retirement Planning, Investments, Securities, Portfolio Management, Asset Allocation, Financial Services, Retirement, Insurance, Investment Advisory, Series 24, Coaching, Leadership
Education
University of Massachusetts Lowell 1984 — 1989
B.A., Political Science
BB&T September 2011 - Present
SunTrust Investment Services September 2004 - August 2011
American Express Financial Advisors May 1993 - August 2004
Skills
Series 7, Wealth Management, Mutual Funds, Series 63, Retirement Planning, Investments, Securities, Portfolio Management, Asset Allocation, Financial Services, Retirement, Insurance, Investment Advisory, Series 24, Coaching, Leadership
Education
University of Massachusetts Lowell 1984 — 1989
B.A., Political Science
Jason Adams, MBA, CFP®'s SunTrust Investment Services Experience June 2005 - December 2007
Job Wealth Advisor, VP at Regions Private Wealth Management
Industry Financial Services
Experience
Regions Private Wealth Management May 2013 - Present
SunTrust Bank - Private Wealth Management July 2011 - April 2013
Wells Fargo- The Private Bank December 2007 - December 2009
SunTrust Investment Services June 2005 - December 2007
SunTrust Bank June 1999 - June 2005
Skills
Multi-generational..., Investment Strategies, Asset Protection, Retirement Planning, Life Insurance, Estate Administration
Education
University of Central Florida - College of Business Administration 2001 — 2003
MBA, Finance
University of Central Florida - College of Business Administration 1996 — 2000
BS, Finance
Regions Private Wealth Management May 2013 - Present
SunTrust Bank - Private Wealth Management July 2011 - April 2013
Wells Fargo- The Private Bank December 2007 - December 2009
SunTrust Investment Services June 2005 - December 2007
SunTrust Bank June 1999 - June 2005
Skills
Multi-generational..., Investment Strategies, Asset Protection, Retirement Planning, Life Insurance, Estate Administration
Education
University of Central Florida - College of Business Administration 2001 — 2003
MBA, Finance
University of Central Florida - College of Business Administration 1996 — 2000
BS, Finance
Jared Thomas's SunTrust Investment Services Experience July 2011 - March 2015
Job Assistant Manager at Cambridge Associates
Industry Financial Services
Experience
Cambridge Associates March 2015 - Present
SunTrust Investment Services July 2011 - March 2015
Scottrade April 2008 - June 2011
Ameriprise Financial Services, Inc. January 2008 - March 2008
Skills
Series 7, Series 24, FINRA, Investments, Series 66, NICE Perform, Pinnacle Enterprise..., Oracle Customer..., SharePoint, Microsoft Excel, Bloomberg Certified, Bloomberg, Uniform Combined State...
Education
Loyola College in Maryland 2011 — 2014
MSF, Finance
Robert Morris University 2005 — 2007
BSBA, Finance
Cambridge Associates March 2015 - Present
SunTrust Investment Services July 2011 - March 2015
Scottrade April 2008 - June 2011
Ameriprise Financial Services, Inc. January 2008 - March 2008
Skills
Series 7, Series 24, FINRA, Investments, Series 66, NICE Perform, Pinnacle Enterprise..., Oracle Customer..., SharePoint, Microsoft Excel, Bloomberg Certified, Bloomberg, Uniform Combined State...
Education
Loyola College in Maryland 2011 — 2014
MSF, Finance
Robert Morris University 2005 — 2007
BSBA, Finance
HELEN DOW's SunTrust Investment Services Experience December 1998 - March 2008
Job Financial Services Professional
Industry Financial Services
Experience
SunTrust Investment Services December 1998 - March 2008
Education
Texas A&M University
BA
SunTrust Investment Services December 1998 - March 2008
Education
Texas A&M University
BA
Nancy Reach's SunTrust Investment Services Experience 2011 - Present
Job Investment Associate
Industry Financial Services
Experience
SunTrust Investment Services 2011 - Present
Mantay & Company, an independent agency for Prudential October 2009 - July 2010
AMSOUTH INVESTMENT SERVICES July 2004 - February 2007
Charles Schwab May 2002 - February 2003
Merrill Lynch February 2000 - December 2001
ROBINSON-HUMPHREY June 1987 - February 2000
JC Bradford September 1985 - May 1987
Education
University of Montevallo 1976 — 1977
none, Music
Alabama School of Fine Arts 1974 — 1975
10th Grade, Music
SunTrust Investment Services 2011 - Present
Mantay & Company, an independent agency for Prudential October 2009 - July 2010
AMSOUTH INVESTMENT SERVICES July 2004 - February 2007
Charles Schwab May 2002 - February 2003
Merrill Lynch February 2000 - December 2001
ROBINSON-HUMPHREY June 1987 - February 2000
JC Bradford September 1985 - May 1987
Education
University of Montevallo 1976 — 1977
none, Music
Alabama School of Fine Arts 1974 — 1975
10th Grade, Music
Jessica Young's SunTrust Investment Services Experience January 2002 - June 2006
Job Regional Sales Manager at Analytics Partners, Inc.
Industry Information Technology and Services
Experience
Analytics Partners, Inc. September 2013 - Present
Analytics Partners, Inc. July 2010 - September 2013
The Hartford June 2006 - July 2010
SunTrust Investment Services January 2002 - June 2006
Skills
SharePoint, Salesforce.com, Customer Service, Microsoft Office, Visio, Business Intelligence, SDLC, Leadership, Data Warehousing, Process Improvement, CRM, Data Analysis, Business Objects, Access, Business Analysis, Project Management, Program Management, Team Leadership, Requirements Analysis, SQL
Education
University of Florida 1994 — 1996
BS, Political Science and Government
Ed White High School
Analytics Partners, Inc. September 2013 - Present
Analytics Partners, Inc. July 2010 - September 2013
The Hartford June 2006 - July 2010
SunTrust Investment Services January 2002 - June 2006
Skills
SharePoint, Salesforce.com, Customer Service, Microsoft Office, Visio, Business Intelligence, SDLC, Leadership, Data Warehousing, Process Improvement, CRM, Data Analysis, Business Objects, Access, Business Analysis, Project Management, Program Management, Team Leadership, Requirements Analysis, SQL
Education
University of Florida 1994 — 1996
BS, Political Science and Government
Ed White High School
Greg Costello's SunTrust Investment Services Experience August 2014 - Present
Job Senior Vice President, FA Division Manager
Industry Financial Services
Experience
SunTrust Investment Services August 2014 - Present
Merrill Lynch January 2006 - July 2014
Merrill Lynch December 2002 - December 2005
Merrill Lynch March 1997 - November 2002
Merrill Lynch January 1999 - December 2001
United States Marine Corps April 1985 - April 1997
Education
University of Maryland University College
SunTrust Investment Services August 2014 - Present
Merrill Lynch January 2006 - July 2014
Merrill Lynch December 2002 - December 2005
Merrill Lynch March 1997 - November 2002
Merrill Lynch January 1999 - December 2001
United States Marine Corps April 1985 - April 1997
Education
University of Maryland University College
lisa van arsdale's SunTrust Investment Services Experience August 2003 - Present
Job Group Supervisory Specialist at SunTrust Investment Services
Industry Financial Services
Experience
SunTrust Investment Services August 2003 - Present
SunTrust Investment Services May 2006 - December 2007
Skills
CRPC
Education
University of Richmond 1974 — 1977
SunTrust Investment Services August 2003 - Present
SunTrust Investment Services May 2006 - December 2007
Skills
CRPC
Education
University of Richmond 1974 — 1977
Steven Marhee's SunTrust Investment Services Experience March 1998 - July 1999
Job Healthcare Managmement Executive
Industry Executive Office
Experience
Avante Group April 2008 - Present
Atlas Management Consultants LLC June 2005 - October 2009
Accu-med Health Management Services Inc. 1999 - 2006
SunTrust Investment Services March 1998 - July 1999
I.V. Concepts, Inc. March 1997 - October 1998
Ahmanson Corporation February 1996 - March 1997
Equitable Financial Services July 1993 - February 1996
Tropical USA Rent A Car May 1989 - July 1993
Atlas Rent A Car April 1984 - May 1989
Skills
Business Planning, Product Development, Start-ups, Contract Negotiation, Negotiation, New Business Development, Strategic Planning, Business Strategy, Sales Management, P&L Management, Marketing Strategy, Budgeting, P&L, Team Building, Planning, Pricing, Account Management, Competitive Analysis, Forecasting, International Business, Management Consulting, Procurement, Sourcing, Strategic Partnerships, Cost, Small Business, Contract Management, Purchasing, Expansion, Long-term Care, Project Management, Policy, Performance Management, Corporations, Healthcare, Executive Management, Insurance, Budgets, Healthcare Management, Income Statement, Project Planning, Process Improvement, Organizational..., Nursing Homes, Business Expansion, Management, Operations Management, Change Management, Leadership, Business Development
Education
Florida Department of Education 2012 — 2014
FLORIDA DEPARTMENT OF INSURANCE 1993 — 2008
Licensed Agent, employee benefits; Life, Health and Variable Annuity
National Association of Securities Dealers 1993 — 2008
Series 6, Series 26, Series 7, Investments and Securities
LUTC 1994 — 1995
Fellowship, Business Insurance
The American College 1994 — 1995
Fellowship, Business Valuation; Business Insurance
Miami Dade College 1980 — 1982
Attended, Business Administration and Management, General
Florida Department of Elder Affairs
Administrator, Assisted Living Facility
Avante Group April 2008 - Present
Atlas Management Consultants LLC June 2005 - October 2009
Accu-med Health Management Services Inc. 1999 - 2006
SunTrust Investment Services March 1998 - July 1999
I.V. Concepts, Inc. March 1997 - October 1998
Ahmanson Corporation February 1996 - March 1997
Equitable Financial Services July 1993 - February 1996
Tropical USA Rent A Car May 1989 - July 1993
Atlas Rent A Car April 1984 - May 1989
Skills
Business Planning, Product Development, Start-ups, Contract Negotiation, Negotiation, New Business Development, Strategic Planning, Business Strategy, Sales Management, P&L Management, Marketing Strategy, Budgeting, P&L, Team Building, Planning, Pricing, Account Management, Competitive Analysis, Forecasting, International Business, Management Consulting, Procurement, Sourcing, Strategic Partnerships, Cost, Small Business, Contract Management, Purchasing, Expansion, Long-term Care, Project Management, Policy, Performance Management, Corporations, Healthcare, Executive Management, Insurance, Budgets, Healthcare Management, Income Statement, Project Planning, Process Improvement, Organizational..., Nursing Homes, Business Expansion, Management, Operations Management, Change Management, Leadership, Business Development
Education
Florida Department of Education 2012 — 2014
FLORIDA DEPARTMENT OF INSURANCE 1993 — 2008
Licensed Agent, employee benefits; Life, Health and Variable Annuity
National Association of Securities Dealers 1993 — 2008
Series 6, Series 26, Series 7, Investments and Securities
LUTC 1994 — 1995
Fellowship, Business Insurance
The American College 1994 — 1995
Fellowship, Business Valuation; Business Insurance
Miami Dade College 1980 — 1982
Attended, Business Administration and Management, General
Florida Department of Elder Affairs
Administrator, Assisted Living Facility
James Devin, CFP®'s SunTrust Investment Services Experience February 2005 - May 2008
Job Financial Advisor/Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
PNC Investments May 2008 - September 2014
SunTrust Investment Services February 2005 - May 2008
Education
Princeton University 1984 — 1987
Bachelor of Arts (B.A.)
Princeton University
PNC Investments May 2008 - September 2014
SunTrust Investment Services February 2005 - May 2008
Education
Princeton University 1984 — 1987
Bachelor of Arts (B.A.)
Princeton University
David Roessner's SunTrust Investment Services Experience May 2009 - March 2011
Job Personal Banker at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Bank April 2012 - Present
Morgan Stanley Wealth Management March 2011 - December 2011
SunTrust Investment Services May 2009 - March 2011
SunTrust Bank July 2004 - March 2011
Education
The University of Georgia 2000 — 2004
Bachelor of Arts (B.A.), Political Science and Government
Fifth Third Bank April 2012 - Present
Morgan Stanley Wealth Management March 2011 - December 2011
SunTrust Investment Services May 2009 - March 2011
SunTrust Bank July 2004 - March 2011
Education
The University of Georgia 2000 — 2004
Bachelor of Arts (B.A.), Political Science and Government
Peter Brailey's SunTrust Investment Services Experience 1985 - 1998
Job Financial Services Professional
Industry Financial Services
Experience
SunTrust Investment Services 1985 - 1998
Education
The Ohio State University 1968 — 1969
Master of Business Administration (MBA)
Purdue University 1958 — 1962
Bachelor of Science (BS), Math & Statistics
SunTrust Investment Services 1985 - 1998
Education
The Ohio State University 1968 — 1969
Master of Business Administration (MBA)
Purdue University 1958 — 1962
Bachelor of Science (BS), Math & Statistics
Richard Marshburn's SunTrust Investment Services Experience February 2001 - Present
Job
Industry Banking
Experience
SunTrust Investment Services February 2001 - Present
Education
University of South Florida 1964 — 1969
SunTrust Investment Services February 2001 - Present
Education
University of South Florida 1964 — 1969
Greer Brown's SunTrust Investment Services Experience 2002 - 2009
Job Senior Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2009 - Present
SunTrust Investment Services 2002 - 2009
Skills
Personal Financial..., Investment Management
Education
University of Georgia - Terry College of Business 1998 — 2000
Master of Business Administration (MBA), Economics
Sewanee-The University of the South 1993 — 1997
Bachelor's degree, Economics
Merrill Lynch 2009 - Present
SunTrust Investment Services 2002 - 2009
Skills
Personal Financial..., Investment Management
Education
University of Georgia - Terry College of Business 1998 — 2000
Master of Business Administration (MBA), Economics
Sewanee-The University of the South 1993 — 1997
Bachelor's degree, Economics
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY