SunTrust Investment Services, Inc.
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, Inc. Employees
Employee
Years
Job
Industry
Brian Canty Brian Canty's SunTrust Investment Services, Inc. Experience February 2015 - Present
Job VP, Regional Operations Manager at SunTrust Investment Services, Inc.
Industry Financial Services
Experience
SunTrust Investment Services, Inc. February 2015 - Present
SunTrust May 2013 - February 2015
SunTrust Investment Services, Inc. November 2011 - May 2012
SunTrust Investment Services, Inc. November 2010 - November 2011
Education
Baylor University - Hankamer School of Business 1999 — 2001
Bachelor of Business Administration (B.B.A.), Financial Planning and Services
SunTrust Investment Services, Inc. February 2015 - Present
SunTrust May 2013 - February 2015
SunTrust Investment Services, Inc. November 2011 - May 2012
SunTrust Investment Services, Inc. November 2010 - November 2011
Education
Baylor University - Hankamer School of Business 1999 — 2001
Bachelor of Business Administration (B.B.A.), Financial Planning and Services
Crissy (Brandis) Holcomb Crissy (Brandis) Holcomb's SunTrust Investment Services, Inc. Experience 2012 - 2013
Job Financial Advisor
Industry Financial Services
Experience
SunTrust Investment Services, Inc. 2012 - 2013
AXA Advisors, LLC 2011 - 2012
Tennessee Schools 1990 - 2011
Education
Belmont University 2010 — 2011
Certificate in Financial Planning, Scarlett Leadership Institute
Austin Peay State University 1986 — 1990
Bachelor of Science (BS), Physic/Math
SunTrust Investment Services, Inc. 2012 - 2013
AXA Advisors, LLC 2011 - 2012
Tennessee Schools 1990 - 2011
Education
Belmont University 2010 — 2011
Certificate in Financial Planning, Scarlett Leadership Institute
Austin Peay State University 1986 — 1990
Bachelor of Science (BS), Physic/Math
Kevin Allman, JD, CFP® Kevin Allman, JD, CFP®'s SunTrust Investment Services, Inc. Experience August 2010 - August 2014
Job Trust Advisor at SunTrust Bank
Industry Financial Services
Experience
SunTrust Bank August 2014 - Present
SunTrust Investment Services, Inc. August 2010 - August 2014
Edward Jones March 2008 - August 2010
UBS Wealth Management June 2006 - March 2008
Skills
Retirement Planning, Investments, Strategic Financial..., Portfolio Management, Finance, Financial Services, Risk Management, Financial Advisory, Investment Strategies, Management, Investment Management, Employee Benefits, Wealth Management, Estate Planning, Wealth, Banking, Mutual Funds
Education
Emory University 2015 — 2015
Certified Financial Planner, Finance and Financial Management Services
Atlanta's John Marshall Law School 2009 — 2013
Juris Doctor (J.D.)
Auburn University 1988 — 1992
Bachelor of Arts (B.A.), History
SunTrust Bank August 2014 - Present
SunTrust Investment Services, Inc. August 2010 - August 2014
Edward Jones March 2008 - August 2010
UBS Wealth Management June 2006 - March 2008
Skills
Retirement Planning, Investments, Strategic Financial..., Portfolio Management, Finance, Financial Services, Risk Management, Financial Advisory, Investment Strategies, Management, Investment Management, Employee Benefits, Wealth Management, Estate Planning, Wealth, Banking, Mutual Funds
Education
Emory University 2015 — 2015
Certified Financial Planner, Finance and Financial Management Services
Atlanta's John Marshall Law School 2009 — 2013
Juris Doctor (J.D.)
Auburn University 1988 — 1992
Bachelor of Arts (B.A.), History
Ashley Dahl Ashley Dahl's SunTrust Investment Services, Inc. Experience April 2011 - May 2014
Job Contract Coordinator at S2 Development, LLC
Industry Consumer Services
Experience
S2 Development, LLC March 2015 - Present
Tempest Construction Managers June 2014 - March 2015
SunTrust Investment Services, Inc. April 2011 - May 2014
SunTrust Insurance Services, Inc. March 2010 - April 2011
SunTrust Insurance Services, Inc. May 2007 - March 2010
SunTrust Banks, Inc. December 2004 - May 2007
BankAtlantic, Inc. 2002 - 2004
Skills
Commercial Banking, Financial Services, Investments, Insurance, Banking, Small Business Lending, Portfolio Management, Credit Analysis, Commercial Lending, Consumer Lending, Credit, Management, Wealth Management, Treasury Management, Series 7, Finance, Loans, Risk Management
Education
Florida Atlantic University
S2 Development, LLC March 2015 - Present
Tempest Construction Managers June 2014 - March 2015
SunTrust Investment Services, Inc. April 2011 - May 2014
SunTrust Insurance Services, Inc. March 2010 - April 2011
SunTrust Insurance Services, Inc. May 2007 - March 2010
SunTrust Banks, Inc. December 2004 - May 2007
BankAtlantic, Inc. 2002 - 2004
Skills
Commercial Banking, Financial Services, Investments, Insurance, Banking, Small Business Lending, Portfolio Management, Credit Analysis, Commercial Lending, Consumer Lending, Credit, Management, Wealth Management, Treasury Management, Series 7, Finance, Loans, Risk Management
Education
Florida Atlantic University
Nicole Reardon Nicole Reardon's SunTrust Investment Services, Inc. Experience January 2004 - June 2010
Job Vice President, Private Banking with BrandBank
Industry Banking
Experience
BrandBank (GA) May 2015 - Present
SunTrust Bank May 2013 - May 2015
Wells Fargo October 2012 - May 2013
Merrill Lynch June 2010 - October 2012
SunTrust Investment Services, Inc. January 2004 - June 2010
Skills
Estate Planning, Finance, Financial Analysis, Financial Services, Loans, Management, Mortgage Lending, Retirement Planning, Strategy, Wealth Management, Banking, Commercial Lending, Consumer Lending, Credit, Due Diligence, Leadership, Portfolio Management, Sales, Small Business Lending
Education
Kennesaw State University 2000 — 2004
BACHLORS, FINANCE
BrandBank (GA) May 2015 - Present
SunTrust Bank May 2013 - May 2015
Wells Fargo October 2012 - May 2013
Merrill Lynch June 2010 - October 2012
SunTrust Investment Services, Inc. January 2004 - June 2010
Skills
Estate Planning, Finance, Financial Analysis, Financial Services, Loans, Management, Mortgage Lending, Retirement Planning, Strategy, Wealth Management, Banking, Commercial Lending, Consumer Lending, Credit, Due Diligence, Leadership, Portfolio Management, Sales, Small Business Lending
Education
Kennesaw State University 2000 — 2004
BACHLORS, FINANCE
David DeWeese David DeWeese's SunTrust Investment Services, Inc. Experience July 2008 - Present
Job First Vice President at SunTrust Bank
Industry Banking
Experience
SunTrust Investment Services, Inc. July 2008 - Present
SunTrust Bank January 2004 - Present
Amerisave Mortgage Corporation August 2002 - December 2003
Education
University of South Florida - College of Business Administration 2005 — 2006
M.B.A., Finance with Honors
University of Kentucky
B.S., Summa Cum Laude, Finance
Presbyterian College 1995 — 1999
B.S., Biology
Berkeley Preparatory School
SunTrust Investment Services, Inc. July 2008 - Present
SunTrust Bank January 2004 - Present
Amerisave Mortgage Corporation August 2002 - December 2003
Education
University of South Florida - College of Business Administration 2005 — 2006
M.B.A., Finance with Honors
University of Kentucky
B.S., Summa Cum Laude, Finance
Presbyterian College 1995 — 1999
B.S., Biology
Berkeley Preparatory School
Robert Joslin Robert Joslin's SunTrust Investment Services, Inc. Experience April 2011 - Present
Job Trading Manager at SunTrust Investment Services, Inc.
Industry Financial Services
Experience
SunTrust Investment Services, Inc. April 2011 - Present
SunTrust Banks, Inc. 1995 - Present
Education
Georgia State University 2000 — 2002
Master of Business Administration (M.B.A.), Finance, General
Emory University 1991 — 1994
Bachelor of Arts (B.A.), Economics
SunTrust Investment Services, Inc. April 2011 - Present
SunTrust Banks, Inc. 1995 - Present
Education
Georgia State University 2000 — 2002
Master of Business Administration (M.B.A.), Finance, General
Emory University 1991 — 1994
Bachelor of Arts (B.A.), Economics
Michellee Jones's SunTrust Investment Services, Inc. Experience December 2013 - Present
Job Investment Associate at SunTrust Investment Services, Inc.
Industry Financial Services
Experience
SunTrust Investment Services, Inc. December 2013 - Present
SunTrust Bank September 2012 - December 2013
TD Bank Group May 2011 - October 2012
Education
Florida International University
BA, International Relations
SunTrust Investment Services, Inc. December 2013 - Present
SunTrust Bank September 2012 - December 2013
TD Bank Group May 2011 - October 2012
Education
Florida International University
BA, International Relations
Ken Solis Ken Solis's SunTrust Investment Services, Inc. Experience November 2013 - Present
Job Senior Vice President at SunTrust Investment Services, Inc.
Industry Investment Management
Experience
SunTrust Investment Services, Inc. November 2013 - Present
SunTrust Investment Services, Inc. December 2010 - Present
Wells Fargo Bank June 2006 - November 2010
Bank of America 2004 - 2006
Morgan Stanley November 1999 - January 2004
Dreyfus 1997 - 2000
Education
University of Pennsylvania - The Wharton School 2005 — 2006
Executive Certificate, Executive Program
Barry University
SunTrust Investment Services, Inc. November 2013 - Present
SunTrust Investment Services, Inc. December 2010 - Present
Wells Fargo Bank June 2006 - November 2010
Bank of America 2004 - 2006
Morgan Stanley November 1999 - January 2004
Dreyfus 1997 - 2000
Education
University of Pennsylvania - The Wharton School 2005 — 2006
Executive Certificate, Executive Program
Barry University
Lorenzo West (MBA) Lorenzo West (MBA)'s SunTrust Investment Services, Inc. Experience May 2013 - Present
Job Investment Group Analyst
Industry Investment Management
Experience
SunTrust Investment Services, Inc. May 2013 - Present
Suntrust December 2010 - May 2013
Wells Fargo November 2007 - December 2010
BB&T May 2005 - April 2007
Education
Georgia Southern University 2003 — 2004
Master of Business Administration (M.B.A.)
Georgia Southern University 1999 — 2003
Bachelor of Arts (B.A.), Computer Information Systems
SunTrust Investment Services, Inc. May 2013 - Present
Suntrust December 2010 - May 2013
Wells Fargo November 2007 - December 2010
BB&T May 2005 - April 2007
Education
Georgia Southern University 2003 — 2004
Master of Business Administration (M.B.A.)
Georgia Southern University 1999 — 2003
Bachelor of Arts (B.A.), Computer Information Systems
Mark Hudson, CFP Mark Hudson, CFP's SunTrust Investment Services, Inc. Experience June 2000 - Present
Job Senior Vice President / Client Advisor at SunTrust Bank
Industry Financial Services
Experience
SunTrust Investment Services, Inc. June 2000 - Present
SunTrust Bank June 1996 - Present
Education
Columbus State University 1979 — 1983
Bachelor's Degree, Finance and Financial Management Services
SunTrust Investment Services, Inc. June 2000 - Present
SunTrust Bank June 1996 - Present
Education
Columbus State University 1979 — 1983
Bachelor's Degree, Finance and Financial Management Services
Buddy Lane Buddy Lane's SunTrust Investment Services, Inc. Experience January 2006 - August 2010
Job Broker/Owner at Asset Management Employee Benefits
Industry Financial Services
Experience
Asset Management Employee Benefits September 2012 - Present
Raymond James Financial Inc. September 2010 - September 2011
Suntrust Investment Services, Inc. January 2006 - August 2010
CitiStreet January 1981 - December 2005
Moulton Lane & Hardin, Inc. June 1988 - August 1999
Skills
Series 7, Wealth Management, Retirement Planning, Mutual Funds, Series 63, Investments, Asset Allocation, Investment Advisory, Retirement, Portfolio Management, Strategic Financial..., Securities, Investment Strategies, Asset Management, Uniform Combined State...
Education
The University of Georgia 1975 — 1979
BFA
Asset Management Employee Benefits September 2012 - Present
Raymond James Financial Inc. September 2010 - September 2011
Suntrust Investment Services, Inc. January 2006 - August 2010
CitiStreet January 1981 - December 2005
Moulton Lane & Hardin, Inc. June 1988 - August 1999
Skills
Series 7, Wealth Management, Retirement Planning, Mutual Funds, Series 63, Investments, Asset Allocation, Investment Advisory, Retirement, Portfolio Management, Strategic Financial..., Securities, Investment Strategies, Asset Management, Uniform Combined State...
Education
The University of Georgia 1975 — 1979
BFA
Ozzie Cuevas Ozzie Cuevas's SunTrust Investment Services, Inc. Experience March 2012 - Present
Job Financial Advisor Vice President, SunTrust Investment Services, Inc.
Industry Financial Services
Experience
SunTrust Investment Services, Inc. March 2012 - Present
BankUnited Investment Services 2006 - 2012
Citicorp Investment Services 2002 - 2006
Morgan Stanley 1999 - 2002
Skills
Investments, Financial Planning, Investment Management, Retirement Planning, Portfolio Reviews, 401k Rollovers, Estate & Wealth Transfer, College 529 Plans, IRAs & Roth Planning
Education
Baruch College, City University of New York (CUNY)
Bachelor’s Degree, Business Administration Management
SunTrust Investment Services, Inc. March 2012 - Present
BankUnited Investment Services 2006 - 2012
Citicorp Investment Services 2002 - 2006
Morgan Stanley 1999 - 2002
Skills
Investments, Financial Planning, Investment Management, Retirement Planning, Portfolio Reviews, 401k Rollovers, Estate & Wealth Transfer, College 529 Plans, IRAs & Roth Planning
Education
Baruch College, City University of New York (CUNY)
Bachelor’s Degree, Business Administration Management
Matthew Laird Matthew Laird's SunTrust Investment Services, Inc. Experience March 2004 - March 2005
Job Teaching Fellow at NYC Teaching Fellows
Industry
Experience
High School of Economics & Finance September 2015 - Present
NYC Teaching Fellows May 2015 - Present
J.P. Morgan May 2005 - March 2015
SunTrust Investment Services, Inc. March 2004 - March 2005
Bear Stearns & Company January 2003 - December 2003
Skills
Program/Algorithmic..., ETFs, Equity Index Derivatives, Market Structure, Pre/Post Trade Analytics
Education
LIU Brooklyn 2015 — 2017
Master’s Degree, Special Education and Teaching
Florida State University 1998 — 2002
Bachelor's Degree, History/Political Science
High School of Economics & Finance September 2015 - Present
NYC Teaching Fellows May 2015 - Present
J.P. Morgan May 2005 - March 2015
SunTrust Investment Services, Inc. March 2004 - March 2005
Bear Stearns & Company January 2003 - December 2003
Skills
Program/Algorithmic..., ETFs, Equity Index Derivatives, Market Structure, Pre/Post Trade Analytics
Education
LIU Brooklyn 2015 — 2017
Master’s Degree, Special Education and Teaching
Florida State University 1998 — 2002
Bachelor's Degree, History/Political Science
Jennifer M. Monopoli, Esq. Jennifer M. Monopoli, Esq.'s SunTrust Investment Services, Inc. Experience July 2009 - February 2015
Job Vice President, Compliance Officer at Citizens Financial Group, Inc.
Industry Financial Services
Experience
Citizens Financial Group, Inc. February 2015 - Present
SunTrust Investment Services, Inc. July 2009 - February 2015
Georgia Secretary of State, Securities Division July 2005 - July 2009
U.S. Securities and Exchange Commission January 2003 - December 2003
Skills
FINRA, Series 24, Securities, Series 7, AML, Mutual Funds, Investment Advisory, Investments, Wealth Management, Risk Management, Equities, Alternative Investments, Fixed Income, Securities Regulation, Financial Regulation, Fixed Annuities, Internal Investigations, Bonds, Financial Services, Options, Trading, Financial Risk, KYC, Due Diligence, Anti Money Laundering
Education
Georgia State University College of Law 1999 — 2004
Doctor of Law (JD), Law
Babson College - Franklin W. Olin Graduate School of Business 1989 — 1991
Master of Business Administration (MBA), International Marketing
Clark University 1984 — 1989
Bachelor's degree, Economics
Citizens Financial Group, Inc. February 2015 - Present
SunTrust Investment Services, Inc. July 2009 - February 2015
Georgia Secretary of State, Securities Division July 2005 - July 2009
U.S. Securities and Exchange Commission January 2003 - December 2003
Skills
FINRA, Series 24, Securities, Series 7, AML, Mutual Funds, Investment Advisory, Investments, Wealth Management, Risk Management, Equities, Alternative Investments, Fixed Income, Securities Regulation, Financial Regulation, Fixed Annuities, Internal Investigations, Bonds, Financial Services, Options, Trading, Financial Risk, KYC, Due Diligence, Anti Money Laundering
Education
Georgia State University College of Law 1999 — 2004
Doctor of Law (JD), Law
Babson College - Franklin W. Olin Graduate School of Business 1989 — 1991
Master of Business Administration (MBA), International Marketing
Clark University 1984 — 1989
Bachelor's degree, Economics
Charles Nathaniel (Nate) Williams Glaser Charles Nathaniel (Nate) Williams Glaser's SunTrust Investment Services, Inc. Experience January 2011 - Present
Job Administrative Associate
Industry Investment Banking
Experience
SunTrust Investment Services, Inc. January 2011 - Present
Father Ryan High School January 2011 - Present
Peacekeeping and Stability Operations Institute, US Army June 2012 - August 2012
Integrity Research and Consulting May 2005 - January 2012
Vanderbilt University Medical Center April 2007 - August 2007
Beauchamp Animal Hospital January 2004 - December 2006
Education
Lipscomb University 2011 — 2012
Masters of Arts in Conflict Management, Institute for Conflict Management, Graduated
Indiana University Bloomington 2006 — 2010
Bachelors of Arts in General Studies, Cross-Cultural and Religious Studies, Graduated
United States Institute of Peace
Certificate, Conflict Management
Hebrew University of Jerusalem: Rothberg International School: Mt. Scopus 2010 — 2010
Ulpan Modern Hebrew
Father Ryan High School 2002 — 2006
High School Diploma
SunTrust Investment Services, Inc. January 2011 - Present
Father Ryan High School January 2011 - Present
Peacekeeping and Stability Operations Institute, US Army June 2012 - August 2012
Integrity Research and Consulting May 2005 - January 2012
Vanderbilt University Medical Center April 2007 - August 2007
Beauchamp Animal Hospital January 2004 - December 2006
Education
Lipscomb University 2011 — 2012
Masters of Arts in Conflict Management, Institute for Conflict Management, Graduated
Indiana University Bloomington 2006 — 2010
Bachelors of Arts in General Studies, Cross-Cultural and Religious Studies, Graduated
United States Institute of Peace
Certificate, Conflict Management
Hebrew University of Jerusalem: Rothberg International School: Mt. Scopus 2010 — 2010
Ulpan Modern Hebrew
Father Ryan High School 2002 — 2006
High School Diploma
Sheila Black Sheila Black's SunTrust Investment Services, Inc. Experience June 2013 - Present
Job Assistant VicePresident, Financial Consultant at SunTrust Investment Services, Inc.
Industry Financial Services
Experience
SunTrust Investment Services, Inc. June 2013 - Present
Education
Appalachian State University
Bachelor's degree, Psychology
Appalachian State University
Master of Arts (MA), Clinical Psychology
SunTrust Investment Services, Inc. June 2013 - Present
Education
Appalachian State University
Bachelor's degree, Psychology
Appalachian State University
Master of Arts (MA), Clinical Psychology
Jeffrey McCloskey, MBA Jeffrey McCloskey, MBA's SunTrust Investment Services, Inc. Experience July 2015 - Present
Job Financial Advisor at SunTrust Investment Services, Inc.
Industry Financial Services
Experience
SunTrust Investment Services, Inc. July 2015 - Present
Ameriprise Financial Services, Inc. May 2013 - July 2015
IBA Radiopharmaceuticals July 2010 - April 2013
MedImmune, Inc. November 2007 - July 2010
Digene Corporation May 2006 - November 2007
Gene Logic Inc. January 2004 - May 2006
Intronn Inc. September 2002 - January 2004
National Institutes of Health, NHGRI February 1999 - September 2002
Rockefeller University June 1998 - February 1999
Education
The Johns Hopkins University - Carey Business School 2009 — 2012
MBA
The Johns Hopkins University 1999 — 2001
MS
Rutgers University-New Brunswick 1994 — 1998
BA
SunTrust Investment Services, Inc. July 2015 - Present
Ameriprise Financial Services, Inc. May 2013 - July 2015
IBA Radiopharmaceuticals July 2010 - April 2013
MedImmune, Inc. November 2007 - July 2010
Digene Corporation May 2006 - November 2007
Gene Logic Inc. January 2004 - May 2006
Intronn Inc. September 2002 - January 2004
National Institutes of Health, NHGRI February 1999 - September 2002
Rockefeller University June 1998 - February 1999
Education
The Johns Hopkins University - Carey Business School 2009 — 2012
MBA
The Johns Hopkins University 1999 — 2001
MS
Rutgers University-New Brunswick 1994 — 1998
BA
Alex Navarro CFP®,CLU®,CRC®,ChFC®'s SunTrust Investment Services, Inc. Experience March 1999 - Present
Job Senior Vice President Private Financial Advisor at SunTrust Investment Services, Inc.
Industry Financial Services
Experience
SunTrust Investment Services, Inc. March 1999 - Present
Banco Santander April 1989 - October 1991
Kidder Peabody July 1986 - December 1988
Education
Tulane University 1982 — 1986
Bachelor's degree, International Relations and Affairs/Communications
Deerfield Academy 1979 — 1982
High School, Preparatory High School, Deerfiled MA
Allen-Stevenson School
Grammar School NYC
Markham College
Grammar School Lima, Peru
The Buckley School
Grammar School NYC
SunTrust Investment Services, Inc. March 1999 - Present
Banco Santander April 1989 - October 1991
Kidder Peabody July 1986 - December 1988
Education
Tulane University 1982 — 1986
Bachelor's degree, International Relations and Affairs/Communications
Deerfield Academy 1979 — 1982
High School, Preparatory High School, Deerfiled MA
Allen-Stevenson School
Grammar School NYC
Markham College
Grammar School Lima, Peru
The Buckley School
Grammar School NYC
Fred Manning Fred Manning's SunTrust Investment Services, Inc. Experience July 2014 - Present
Job Outbound Sales Representative at SunTrust Investment Services, Inc.
Industry Restaurants
Experience
SunTrust Investment Services, Inc. July 2014 - Present
The Early Retirement Club February 2013 - Present
Cookeville Honda October 2013 - July 2014
Christy's Cafe October 2012 - September 2013
Golden Corral February 2010 - September 2012
Lexy 2010 - 2011
Ryans Steakhouse 2008 - 2010
Interstate Brands Company 2007 - 2008
Open Pantry 2006 - 2007
The Pantry Inc 2004 - 2006
Skills
Hospitality, Customer Service, Human Resources, Restaurants, Employee Relations, Public Speaking, Succession Planning, Employee Engagement, Talent Acquisition, Project Management, Inventory Management, Multi-unit, Cashiering, Time Management, Inventory Control, Retail, Customer Satisfaction, Real Estate, Microsoft Word, Profit, Problem Solving, Problem Analysis, Quality Auditing, QuickBooks, Microsoft Office, Data Entry, Computers, Management, Process Scheduler, Budgets, Employee Training, Hiring, Sales, Food, Restaurant Management, Coaching, Leadership, Team Building, Team Leadership, Training, Menu Development, Recruiting, Food & Beverage
Education
Ashford University 2010 — 2011
BA, Accounting
Lenoir-Rhyne College 1996 — 1997
Accounting
Toccoa Falls College 1986 — 1987
Biblical Studies
Nyack College 1984 — 1986
Psychology
SunTrust Investment Services, Inc. July 2014 - Present
The Early Retirement Club February 2013 - Present
Cookeville Honda October 2013 - July 2014
Christy's Cafe October 2012 - September 2013
Golden Corral February 2010 - September 2012
Lexy 2010 - 2011
Ryans Steakhouse 2008 - 2010
Interstate Brands Company 2007 - 2008
Open Pantry 2006 - 2007
The Pantry Inc 2004 - 2006
Skills
Hospitality, Customer Service, Human Resources, Restaurants, Employee Relations, Public Speaking, Succession Planning, Employee Engagement, Talent Acquisition, Project Management, Inventory Management, Multi-unit, Cashiering, Time Management, Inventory Control, Retail, Customer Satisfaction, Real Estate, Microsoft Word, Profit, Problem Solving, Problem Analysis, Quality Auditing, QuickBooks, Microsoft Office, Data Entry, Computers, Management, Process Scheduler, Budgets, Employee Training, Hiring, Sales, Food, Restaurant Management, Coaching, Leadership, Team Building, Team Leadership, Training, Menu Development, Recruiting, Food & Beverage
Education
Ashford University 2010 — 2011
BA, Accounting
Lenoir-Rhyne College 1996 — 1997
Accounting
Toccoa Falls College 1986 — 1987
Biblical Studies
Nyack College 1984 — 1986
Psychology
John Gammons, CFP® John Gammons, CFP®'s SunTrust Investment Services, Inc. Experience April 2010 - Present
Job Financial Advisor Delivering Personalized Financial Planning and Advice
Industry Financial Services
Experience
SunTrust Investment Services, Inc. April 2010 - Present
Smith Barney October 2006 - April 2010
Wells Fargo Advisors September 2005 - October 2006
Morgan Stanley July 2004 - September 2005
Education
East Carolina University 2002 — 2003
Master's degree, Business Administration and Management, General
East Carolina University 1998 — 2002
Bachelor's degree, Business Administration and Management, General
SunTrust Investment Services, Inc. April 2010 - Present
Smith Barney October 2006 - April 2010
Wells Fargo Advisors September 2005 - October 2006
Morgan Stanley July 2004 - September 2005
Education
East Carolina University 2002 — 2003
Master's degree, Business Administration and Management, General
East Carolina University 1998 — 2002
Bachelor's degree, Business Administration and Management, General
Danny Saunders's SunTrust Investment Services, Inc. Experience July 2005 - December 2011
Job Senior Investment Analyst at AIG Advisor Group
Industry Financial Services
Experience
AIG Advisor Group December 2011 - Present
SunTrust Investment Services, Inc. July 2005 - December 2011
Northwestern Mutual Investment Services 2004 - 2005
Skills
Series 7, Portfolio Management, Investments, Asset Management, Mutual Funds, Asset Allocation, Strategic Planning, Retirement Planning, Series 63, Due Diligence, Product Development, CRPC, Analytical Reasoning, Tridion, SharePoint, Morningstar, Zephyr, Investment Strategies
Education
Florida State University 1998 — 2002
Bachelor of Science, Political Science
Gulf Breeze High School 1994 — 1998
HS Diploma
AIG Advisor Group December 2011 - Present
SunTrust Investment Services, Inc. July 2005 - December 2011
Northwestern Mutual Investment Services 2004 - 2005
Skills
Series 7, Portfolio Management, Investments, Asset Management, Mutual Funds, Asset Allocation, Strategic Planning, Retirement Planning, Series 63, Due Diligence, Product Development, CRPC, Analytical Reasoning, Tridion, SharePoint, Morningstar, Zephyr, Investment Strategies
Education
Florida State University 1998 — 2002
Bachelor of Science, Political Science
Gulf Breeze High School 1994 — 1998
HS Diploma
Dara Day's SunTrust Investment Services, Inc. Experience 2004 - 2006
Job National Accounts at Asset Management Firm
Industry Investment Management
Experience
Asset Management Firm January 2014 - Present
Asset Management Firm July 2010 - December 2013
RidgeWorth Capital Management July 2006 - July 2010
Trusco Capital Management July 2006 - March 2008
SunTrust Investment Services, Inc. 2004 - 2006
Atlanta Humane Society 2002 - 2004
Skills
Series 7, Series 66, Series 24, Mutual Funds, Compliance, Sales, Wholesale, National Accounts, 1940 Act, Fund Administration, Defined Contribution, Wealth Management, Financial Services
Education
Berry College 1995 — 1999
Bachelor's degree, Communication, Journalism, and Related Programs
Chattahoochee HS 1992 — 1994
North Atlanta High School 1990 — 1992
Asset Management Firm January 2014 - Present
Asset Management Firm July 2010 - December 2013
RidgeWorth Capital Management July 2006 - July 2010
Trusco Capital Management July 2006 - March 2008
SunTrust Investment Services, Inc. 2004 - 2006
Atlanta Humane Society 2002 - 2004
Skills
Series 7, Series 66, Series 24, Mutual Funds, Compliance, Sales, Wholesale, National Accounts, 1940 Act, Fund Administration, Defined Contribution, Wealth Management, Financial Services
Education
Berry College 1995 — 1999
Bachelor's degree, Communication, Journalism, and Related Programs
Chattahoochee HS 1992 — 1994
North Atlanta High School 1990 — 1992
Derek H. Layman Derek H. Layman's SunTrust Investment Services, Inc. Experience October 2013 - Present
Job Financial Advisor Delivering Personalized Financial Planning and Advice
Industry Financial Services
Experience
SunTrust Investment Services, Inc. October 2013 - Present
Edward Jones January 2011 - July 2013
Education
Liberty University 2006 — 2009
Bachelor's Degree, Religion, 3.8
Virginia Western Community College 2004 — 2006
Associate's Degree, Business Administration, 4.0
Virginia Western Community College 2000 — 2004
Associate's Degree, General Studies, 4.0
SunTrust Investment Services, Inc. October 2013 - Present
Edward Jones January 2011 - July 2013
Education
Liberty University 2006 — 2009
Bachelor's Degree, Religion, 3.8
Virginia Western Community College 2004 — 2006
Associate's Degree, Business Administration, 4.0
Virginia Western Community College 2000 — 2004
Associate's Degree, General Studies, 4.0
Jason G Ross, CFP® CRPC® Jason G Ross, CFP® CRPC®'s SunTrust Investment Services, Inc. Experience January 2007 - Present
Job Financial Advisor at SunTrust Investment Services, Inc.
Industry Financial Services
Experience
SunTrust Investment Services, Inc. January 2007 - Present
SunTrust Investment Services, Inc. July 2005 - December 2006
Morgan Stanley Dean Witter June 2004 - June 2005
Education
Georgia Southern University - College of Business Administration 2000 — 2004
Bachelor of Business Administration (BBA), Finance
SunTrust Investment Services, Inc. January 2007 - Present
SunTrust Investment Services, Inc. July 2005 - December 2006
Morgan Stanley Dean Witter June 2004 - June 2005
Education
Georgia Southern University - College of Business Administration 2000 — 2004
Bachelor of Business Administration (BBA), Finance
Stephen Morgan, Financial Advisor, CRPC® Stephen Morgan, Financial Advisor, CRPC®'s SunTrust Investment Services, Inc. Experience March 2011 - May 2013
Job Financial Advisor at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC. May 2013 - Present
SunTrust Investment Services, Inc. March 2011 - May 2013
United Community Advisory Services July 2002 - March 2011
J. Leek Assoc. 1992 - 1996
Skills
Retirement Planning, Investments, Financial Advisory, Asset Allocation, Qualified Retirement..., Rollovers, Income, Asset Protection, Retirement, Insurance, Finance, 401k Rollovers, Fixed Annuities
Education
The University of Georgia 1990 — 1992
Master of Science (M.S.), Agricultural Economics
The University of Georgia 1987 — 1990
Bachelor of Science (B.S.), Agricultural Economics
Andrew College 1985 — 1987
Associate's degree
Wells Fargo Advisors, LLC. May 2013 - Present
SunTrust Investment Services, Inc. March 2011 - May 2013
United Community Advisory Services July 2002 - March 2011
J. Leek Assoc. 1992 - 1996
Skills
Retirement Planning, Investments, Financial Advisory, Asset Allocation, Qualified Retirement..., Rollovers, Income, Asset Protection, Retirement, Insurance, Finance, 401k Rollovers, Fixed Annuities
Education
The University of Georgia 1990 — 1992
Master of Science (M.S.), Agricultural Economics
The University of Georgia 1987 — 1990
Bachelor of Science (B.S.), Agricultural Economics
Andrew College 1985 — 1987
Associate's degree
Francesca Gilchrist Francesca Gilchrist's SunTrust Investment Services, Inc. Experience 2004 - Present
Job Financial Advisor at SunTrust Investment Services, Inc.
Industry Financial Services
Experience
SunTrust Investment Services, Inc. 2004 - Present
Ameriprise Financial Services, Inc. 2000 - 2004
Education
Florida Institute of Technology
Certificate of Financial Planning
University of Central Florida 1995 — 1999
BSBA, Management
SunTrust Investment Services, Inc. 2004 - Present
Ameriprise Financial Services, Inc. 2000 - 2004
Education
Florida Institute of Technology
Certificate of Financial Planning
University of Central Florida 1995 — 1999
BSBA, Management
Jennifer Ritorto, CFP®, CRPC® Jennifer Ritorto, CFP®, CRPC®'s SunTrust Investment Services, Inc. Experience July 2010 - Present
Job Financial Advisor at SunTrust Investment Services, Inc.
Industry Financial Services
Experience
SunTrust Investment Services, Inc. July 2010 - Present
Ameriprise Financial Services, Inc. August 2005 - July 2010
Education
The University of Georgia 2000 — 2003
Bachelors of Science, Mathematics
Lassiter High School
SunTrust Investment Services, Inc. July 2010 - Present
Ameriprise Financial Services, Inc. August 2005 - July 2010
Education
The University of Georgia 2000 — 2003
Bachelors of Science, Mathematics
Lassiter High School
Dave Lambers Dave Lambers's SunTrust Investment Services, Inc. Experience April 2015 - Present
Job Vice President & Financial Advisor at SunTrust Investment Services, Inc.
Industry Financial Services
Experience
SunTrust Investment Services, Inc. April 2015 - Present
First Tennessee Bank December 2009 - February 2015
Hilliard Lyons January 2007 - December 2009
AIG May 2005 - December 2007
MICROBRUSH INTERNATIONAL CORPORATION February 2003 - January 2004
Eastman Kodak March 1999 - February 2002
Eastman Kodak September 1992 - March 1998
Eastman Kodak September 1992 - June 1995
Eastman Kodak Co September 1992 - July 1994
Eastman Kodak July 1989 - September 1992
Skills
Investment Strategies, Retirement Planning, Asset Management, Wealth Planning, Risk Assessment, Special Needs Planning, Financial advice, Investment Management
Education
University of Virginia, Darden Graduate School of Business Administration 2000 — 2000
Certificiate, Channel Management
Columbia University - Columbia Business School 1999 — 1999
Certificate, Sales Management
Liberty University 1981 — 1985
BS, Business Administration/Psycology
College for Financial Planning
Accredited Asset Management Specialist - AAMS, Portfolio Design & Asset Management
SunTrust Investment Services, Inc. April 2015 - Present
First Tennessee Bank December 2009 - February 2015
Hilliard Lyons January 2007 - December 2009
AIG May 2005 - December 2007
MICROBRUSH INTERNATIONAL CORPORATION February 2003 - January 2004
Eastman Kodak March 1999 - February 2002
Eastman Kodak September 1992 - March 1998
Eastman Kodak September 1992 - June 1995
Eastman Kodak Co September 1992 - July 1994
Eastman Kodak July 1989 - September 1992
Skills
Investment Strategies, Retirement Planning, Asset Management, Wealth Planning, Risk Assessment, Special Needs Planning, Financial advice, Investment Management
Education
University of Virginia, Darden Graduate School of Business Administration 2000 — 2000
Certificiate, Channel Management
Columbia University - Columbia Business School 1999 — 1999
Certificate, Sales Management
Liberty University 1981 — 1985
BS, Business Administration/Psycology
College for Financial Planning
Accredited Asset Management Specialist - AAMS, Portfolio Design & Asset Management
Mary Margaret Cooke Mary Margaret Cooke's SunTrust Investment Services, Inc. Experience March 2003 - May 2007
Job Regional Branch Supervisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors November 2012 - Present
Harbor Light Securities, LLC Harbor Light Investment Advisors, LLC August 2011 - October 2012
AIG Advisor Group June 2010 - July 2011
Piedmont Financial, LLC a General Agency of Massmutual Life Insurance Co. (MassMutual) May 2009 - May 2010
Lincoln Financial Advisors May 2008 - May 2009
SunTrust Investment Services, Inc. March 2003 - May 2007
Financial Industry Regulatory Authority May 2000 - October 2002
Banc of America Investments November 1986 - December 1999
Skills
FINRA, Series 7, Series 24, Mutual Funds, Investments, Fixed Annuities, Investment Advisory, Uniform Combined State..., Wealth Management, Equities, Insurance, AML, Retirement Planning, Risk Management, Asset Managment, Financial Services, Options, Portfolio Management, Fixed Income, Alternative Investments, 401k, Asset Allocation, Financial Risk, Trading, Investment Management, Life Insurance, KYC, IRAs, Investment Strategies, Securities, Financial Advisory, Banking
Education
Agnes Scott College 1982 — 1986
BA, Mathematics
Arlington Schools 1978 — 1982
Woodward Academy
Wells Fargo Advisors November 2012 - Present
Harbor Light Securities, LLC Harbor Light Investment Advisors, LLC August 2011 - October 2012
AIG Advisor Group June 2010 - July 2011
Piedmont Financial, LLC a General Agency of Massmutual Life Insurance Co. (MassMutual) May 2009 - May 2010
Lincoln Financial Advisors May 2008 - May 2009
SunTrust Investment Services, Inc. March 2003 - May 2007
Financial Industry Regulatory Authority May 2000 - October 2002
Banc of America Investments November 1986 - December 1999
Skills
FINRA, Series 7, Series 24, Mutual Funds, Investments, Fixed Annuities, Investment Advisory, Uniform Combined State..., Wealth Management, Equities, Insurance, AML, Retirement Planning, Risk Management, Asset Managment, Financial Services, Options, Portfolio Management, Fixed Income, Alternative Investments, 401k, Asset Allocation, Financial Risk, Trading, Investment Management, Life Insurance, KYC, IRAs, Investment Strategies, Securities, Financial Advisory, Banking
Education
Agnes Scott College 1982 — 1986
BA, Mathematics
Arlington Schools 1978 — 1982
Woodward Academy
Calvin Hatcher Calvin Hatcher's SunTrust Investment Services, Inc. Experience August 1998 - Present
Job Suntrust Investment Services, Inc.
Industry Financial Services
Experience
SunTrust Investment Services, Inc. August 1998 - Present
Education
Hampton University 1995 — 1998
Bachelor of Science (B.S.), Finance
SunTrust Investment Services, Inc. August 1998 - Present
Education
Hampton University 1995 — 1998
Bachelor of Science (B.S.), Finance
Russ Davidson, CFP® Russ Davidson, CFP®'s SunTrust Investment Services, Inc. Experience June 2003 - Present
Job Vice President, Financial Consultant
Industry Financial Services
Experience
SunTrust Investment Services, Inc. June 2003 - Present
SunTrust Banks, Inc. April 1997 - June 2003
Education
LaGrange College 2000 — 2002
Master of Business Administration (MBA), Finance, General
The University of Georgia 1992 — 1997
Bachelor of Arts (B.A.), Economics
SunTrust Investment Services, Inc. June 2003 - Present
SunTrust Banks, Inc. April 1997 - June 2003
Education
LaGrange College 2000 — 2002
Master of Business Administration (MBA), Finance, General
The University of Georgia 1992 — 1997
Bachelor of Arts (B.A.), Economics
Chad Gerber, CFP®'s SunTrust Investment Services, Inc. Experience February 1998 - Present
Job AVP, SunTrust Investment Services, Inc.
Industry Financial Services
Experience
SunTrust Investment Services, Inc. February 1998 - Present
Education
James Madison University 1994 — 1998
Bachelor of Business Administration (B.B.A.), Economics
Newburyport High School 1990 — 1994
SunTrust Investment Services, Inc. February 1998 - Present
Education
James Madison University 1994 — 1998
Bachelor of Business Administration (B.B.A.), Economics
Newburyport High School 1990 — 1994
Mark Kuniholm, CFP®, CTFA Mark Kuniholm, CFP®, CTFA's SunTrust Investment Services, Inc. Experience January 2012 - February 2015
Job Financial Advisor at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. February 2015 - Present
SunTrust Investment Services, Inc. January 2012 - February 2015
Wells Fargo April 2008 - January 2012
Charles Schwab March 2004 - April 2008
Electronic Trading Group 2002 - 2004
Truth In Lending 2001 - 2004
Charles Schwab 2000 - 2001
Janus Capital Group 1999 - 2000
Education
Georgetown University
Certified Financial Planner Program
Kaplan University
Financial Risk Management
St. Lawrence University
Bachelor of Arts (B.A.), Economics
Stanstead College
Raymond James Financial, Inc. February 2015 - Present
SunTrust Investment Services, Inc. January 2012 - February 2015
Wells Fargo April 2008 - January 2012
Charles Schwab March 2004 - April 2008
Electronic Trading Group 2002 - 2004
Truth In Lending 2001 - 2004
Charles Schwab 2000 - 2001
Janus Capital Group 1999 - 2000
Education
Georgetown University
Certified Financial Planner Program
Kaplan University
Financial Risk Management
St. Lawrence University
Bachelor of Arts (B.A.), Economics
Stanstead College
Brantley Madebach, ChFC Brantley Madebach, ChFC's SunTrust Investment Services, Inc. Experience 2009 - 2010
Job Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC November 2014 - Present
Ameriprise Financial Services, Inc., Bryant Carroll & Associates June 2012 - September 2014
Georgia Tech Athletic Association 2010 - 2012
SunTrust Investment Services, Inc. 2009 - 2010
White Horse Advisors, LLC 2003 - 2009
Education
The University of Georgia 1998 — 2003
Bachelor of Business Administration (BBA), Marketing
The American College
ChFC® (Chartered Financial Consultant®), Financial Planning
Wells Fargo Advisors, LLC November 2014 - Present
Ameriprise Financial Services, Inc., Bryant Carroll & Associates June 2012 - September 2014
Georgia Tech Athletic Association 2010 - 2012
SunTrust Investment Services, Inc. 2009 - 2010
White Horse Advisors, LLC 2003 - 2009
Education
The University of Georgia 1998 — 2003
Bachelor of Business Administration (BBA), Marketing
The American College
ChFC® (Chartered Financial Consultant®), Financial Planning
Judie Grooms Judie Grooms's SunTrust Investment Services, Inc. Experience October 2010 - September 2014
Job Financial Advisor at CB Capital Investment Group
Industry Financial Services
Experience
CB Capital Investment Group September 2014 - Present
SunTrust Investment Services, Inc. October 2010 - September 2014
First Citizens Investor Services February 2006 - October 2010
Various March 2000 - February 2006
Education
University of North Carolina at Chapel Hill 1990 — 1992
BA, Political Science
Earlham College 1987 — 1990
Politcal Science
CB Capital Investment Group September 2014 - Present
SunTrust Investment Services, Inc. October 2010 - September 2014
First Citizens Investor Services February 2006 - October 2010
Various March 2000 - February 2006
Education
University of North Carolina at Chapel Hill 1990 — 1992
BA, Political Science
Earlham College 1987 — 1990
Politcal Science
Roger Key, CFP® Roger Key, CFP®'s SunTrust Investment Services, Inc. Experience May 2004 - Present
Job Senior Vice PresidentPrivate Wealth Management at SunTrust Bank
Industry Banking
Experience
SunTrust Investment Services, Inc. May 2004 - Present
SunTrust Bank May 2004 - Present
Education
Brown University 1975 — 1978
BA, Political Science
SunTrust Investment Services, Inc. May 2004 - Present
SunTrust Bank May 2004 - Present
Education
Brown University 1975 — 1978
BA, Political Science
Leslie Keng Leslie Keng's SunTrust Investment Services, Inc. Experience October 2010 - March 2014
Job Director of Wealth Management
Industry Financial Services
Experience
USAA March 2014 - Present
SunTrust Investment Services, Inc. October 2010 - March 2014
PNC Investments, LLC 2008 - 2010
BB & T October 2003 - May 2008
United States Marine Corps 1987 - 1994
Education
Texas A&M University 1983 — 1987
Agricultural Economics
USAA March 2014 - Present
SunTrust Investment Services, Inc. October 2010 - March 2014
PNC Investments, LLC 2008 - 2010
BB & T October 2003 - May 2008
United States Marine Corps 1987 - 1994
Education
Texas A&M University 1983 — 1987
Agricultural Economics
Shane Spells Shane Spells's SunTrust Investment Services, Inc. Experience May 2006 - Present
Job Financial Advisor at SunTrust Investment Services, Inc.
Industry Financial Services
Experience
SunTrust Investment Services, Inc. May 2006 - Present
SunTrust Bank 2006 - 2007
UBS Wealth Management June 2001 - May 2004
Merrill Lynch June 1997 - May 2001
Skills
Finance, Estate Planning, Wealth Management..., Wealth Management, Portfolio Management, Banking, Credit, Loans, Commercial Banking, Investments, Retail Banking, Strategic Financial..., Credit Analysis, Mortgage Lending, Commercial Lending, Retirement Planning, Series 7, Small Business Lending, Investment Advisory, Asset Allocation, Wealth, Microsoft Office, Financial Analysis
Education
College for Financial Planning 2012 — 2013
CFP Training Completion Certificate, Chartered Financial Planning Training
Mercer University 1995 — 1997
Master of Business Administration (MBA), Accounting and Finance
Rutgers, The State University of New Jersey-New Brunswick 1990 — 1995
Bachelor's degree, Economics
SunTrust Investment Services, Inc. May 2006 - Present
SunTrust Bank 2006 - 2007
UBS Wealth Management June 2001 - May 2004
Merrill Lynch June 1997 - May 2001
Skills
Finance, Estate Planning, Wealth Management..., Wealth Management, Portfolio Management, Banking, Credit, Loans, Commercial Banking, Investments, Retail Banking, Strategic Financial..., Credit Analysis, Mortgage Lending, Commercial Lending, Retirement Planning, Series 7, Small Business Lending, Investment Advisory, Asset Allocation, Wealth, Microsoft Office, Financial Analysis
Education
College for Financial Planning 2012 — 2013
CFP Training Completion Certificate, Chartered Financial Planning Training
Mercer University 1995 — 1997
Master of Business Administration (MBA), Accounting and Finance
Rutgers, The State University of New Jersey-New Brunswick 1990 — 1995
Bachelor's degree, Economics
Tiffany Rawling's SunTrust Investment Services, Inc. Experience June 2013 - August 2014
Job Director of Operations at Valley Wealth Group
Industry Financial Services
Experience
Valley Wealth Group, Inc. August 2015 - Present
Valley Wealth Management Services, Inc. August 2014 - August 2015
SunTrust Investment Services, Inc. June 2013 - August 2014
SunTrust Investment Services, Inc. October 2008 - June 2013
AXA Advisors January 2007 - April 2008
Source4 June 2002 - January 2007
Education
Roanoke College 1998 — 2002
Bachelor of Business Administration (BBA)
Valley Wealth Group, Inc. August 2015 - Present
Valley Wealth Management Services, Inc. August 2014 - August 2015
SunTrust Investment Services, Inc. June 2013 - August 2014
SunTrust Investment Services, Inc. October 2008 - June 2013
AXA Advisors January 2007 - April 2008
Source4 June 2002 - January 2007
Education
Roanoke College 1998 — 2002
Bachelor of Business Administration (BBA)
Arthur L. Boyd III's SunTrust Investment Services, Inc. Experience November 2011 - Present
Job Financial Advisor Lighting The Way To Financial WellBeing
Industry Banking
Experience
SunTrust Investment Services, Inc. November 2011 - Present
BankUnited July 2010 - October 2011
Wells Fargo Advisors September 2009 - July 2010
BankUnited March 2008 - September 2009
Banco Santander March 2004 - March 2008
Bank of America March 2003 - March 2004
Deutsche Bank July 2000 - September 2002
Merrill Lynch February 1998 - September 2002
Skills
Portfolio Management, Investments, Retirement Planning, Wealth Management, Financial Analysis, Risk Management, Asset Allocation, Financial Risk, Financial Planning, Asset Management, Managing Cashflow, Wealth Planning, Risk Assessment, Retirement Solutions, Special Needs Planning, Managing Debt, Wealth Transfer, Retirement Income..., Risk Analysis, Planning for Major..., Investment Advisory
Education
Morehouse College 1993 — 1997
Bachelor's Degree, Accounting and Finance
SunTrust Investment Services, Inc. November 2011 - Present
BankUnited July 2010 - October 2011
Wells Fargo Advisors September 2009 - July 2010
BankUnited March 2008 - September 2009
Banco Santander March 2004 - March 2008
Bank of America March 2003 - March 2004
Deutsche Bank July 2000 - September 2002
Merrill Lynch February 1998 - September 2002
Skills
Portfolio Management, Investments, Retirement Planning, Wealth Management, Financial Analysis, Risk Management, Asset Allocation, Financial Risk, Financial Planning, Asset Management, Managing Cashflow, Wealth Planning, Risk Assessment, Retirement Solutions, Special Needs Planning, Managing Debt, Wealth Transfer, Retirement Income..., Risk Analysis, Planning for Major..., Investment Advisory
Education
Morehouse College 1993 — 1997
Bachelor's Degree, Accounting and Finance
Cupp Melodi's SunTrust Investment Services, Inc. Experience August 2015 - Present
Job Financial Consultant, SunTrust Investments
Industry Banking
Experience
SunTrust Investment Services, Inc. August 2015 - Present
Wachovia, A Wells Fargo Company February 2011 - Present
Skills
Loans, Credit, Banking, Mortgage Lending, Loan Origination, Consumer Lending, Lines Of Credit, Refinance, Commercial Lending, Commercial Banking, Credit Analysis, Investments, Mortgage Banking, Retail Banking, Small Business Lending, USDA
Education
Old Dominion University
Thomas Nelson Community College
Registered Nursing/Registered Nurse
SunTrust Investment Services, Inc. August 2015 - Present
Wachovia, A Wells Fargo Company February 2011 - Present
Skills
Loans, Credit, Banking, Mortgage Lending, Loan Origination, Consumer Lending, Lines Of Credit, Refinance, Commercial Lending, Commercial Banking, Credit Analysis, Investments, Mortgage Banking, Retail Banking, Small Business Lending, USDA
Education
Old Dominion University
Thomas Nelson Community College
Registered Nursing/Registered Nurse
Jonathan Miles, CRPC®, CISP's SunTrust Investment Services, Inc. Experience November 2003 - July 2011
Job Senior Registered Client Services Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2011 - Present
SunTrust Investment Services, Inc. November 2003 - July 2011
Charles Schwab & Co, Inc June 2000 - July 2001
Skills
Retirement Operations, Stock Research, Trading, Account Management, Mutual Funds, Series 7, Wealth Management, Retirement Planning, Retirement Savings, Qualified Retirement..., Estate Planning, Social Security..., Long Term Care Insurance, Stock Trading, Holistic Financial..., Series 63, Series 65, Portfolio Management, Insurance, Investments, Financial Services, Finance, Customer Service, Securities, Leadership, Equities
Education
Interdenominational Theological Center 2011 — 2015
Master of Divinity, Divinity/Ministry
Morehouse College 1996 — 2000
Bachelor of Arts, Finance
University of Maryland 1997 — 1998
Finance, General
Morgan Stanley July 2011 - Present
SunTrust Investment Services, Inc. November 2003 - July 2011
Charles Schwab & Co, Inc June 2000 - July 2001
Skills
Retirement Operations, Stock Research, Trading, Account Management, Mutual Funds, Series 7, Wealth Management, Retirement Planning, Retirement Savings, Qualified Retirement..., Estate Planning, Social Security..., Long Term Care Insurance, Stock Trading, Holistic Financial..., Series 63, Series 65, Portfolio Management, Insurance, Investments, Financial Services, Finance, Customer Service, Securities, Leadership, Equities
Education
Interdenominational Theological Center 2011 — 2015
Master of Divinity, Divinity/Ministry
Morehouse College 1996 — 2000
Bachelor of Arts, Finance
University of Maryland 1997 — 1998
Finance, General
Lynn Wood Lynn Wood's SunTrust Investment Services, Inc. Experience November 2010 - January 2014
Job Assistant Vice President Licensed Macon Main Branch Manager
Industry Financial Services
Experience
The Salvation Army January 2015 - Present
L.T. Wood Enterprises, LLC November 2002 - Present
AIG/Valic January 2014 - January 2015
SunTrust Investment Services, Inc. November 2010 - January 2014
Robins Investment & Retirement Services August 2009 - November 2010
Century Bank & Trust July 2008 - July 2009
Smith Barney February 2005 - July 2008
Skills
Investments, Retirement Planning, Leadership, Wealth Management, Finance, Retirement, Financial Advisory, Strategic Financial..., Insurance, Portfolio Management, Sales, Series 7, Mutual Funds, Banking, New Business Development, Credit, Investment Strategies, Investment Advisory, Financial Planning, Financial Analysis, Loans, Securities, Marketing, Series 63, Connecting People, Community Service, Community Outreach, Community Development, Fundraising, Grant Writing
Education
Mercer University
Bachelor of Science, Education; an emphasis in History & English
Mercer University
BS
The Salvation Army January 2015 - Present
L.T. Wood Enterprises, LLC November 2002 - Present
AIG/Valic January 2014 - January 2015
SunTrust Investment Services, Inc. November 2010 - January 2014
Robins Investment & Retirement Services August 2009 - November 2010
Century Bank & Trust July 2008 - July 2009
Smith Barney February 2005 - July 2008
Skills
Investments, Retirement Planning, Leadership, Wealth Management, Finance, Retirement, Financial Advisory, Strategic Financial..., Insurance, Portfolio Management, Sales, Series 7, Mutual Funds, Banking, New Business Development, Credit, Investment Strategies, Investment Advisory, Financial Planning, Financial Analysis, Loans, Securities, Marketing, Series 63, Connecting People, Community Service, Community Outreach, Community Development, Fundraising, Grant Writing
Education
Mercer University
Bachelor of Science, Education; an emphasis in History & English
Mercer University
BS
Jeff Repasky Jeff Repasky's SunTrust Investment Services, Inc. Experience June 2015 - Present
Job Internal Sales Consultant, SunTrust Investment Services, Inc
Industry Financial Services
Experience
SunTrust Investment Services, Inc. June 2015 - Present
Merrill Edge September 2011 - Present
Merrill Lynch August 2009 - October 2011
Everest Vending, LLC January 2005 - July 2009
Sterling Trading January 1998 - January 2003
Hotel Corporation January 1999 - January 2001
Rockrimmon Securities June 1993 - December 1998
Holiday Inn Worldwide January 1992 - May 1993
Merrill Anderson Co September 1988 - August 1991
Lakewood Hospital September 1986 - September 1988
Skills
Trading, Strategy, Series 7, Equities, Wealth Management, Leadership, Strategic Planning, Financial Modeling, Mergers, Finance, Management, Budgets, Portfolio Management, Strategic Financial...
Education
Emory University - Goizueta Business School 1991 — 1993
MBA, Finance
Financial Studies Trust I School
DePauw University 1982 — 1986
BA, Economics
Western Reserve Academy 1979 — 1982
College Prep
SunTrust Investment Services, Inc. June 2015 - Present
Merrill Edge September 2011 - Present
Merrill Lynch August 2009 - October 2011
Everest Vending, LLC January 2005 - July 2009
Sterling Trading January 1998 - January 2003
Hotel Corporation January 1999 - January 2001
Rockrimmon Securities June 1993 - December 1998
Holiday Inn Worldwide January 1992 - May 1993
Merrill Anderson Co September 1988 - August 1991
Lakewood Hospital September 1986 - September 1988
Skills
Trading, Strategy, Series 7, Equities, Wealth Management, Leadership, Strategic Planning, Financial Modeling, Mergers, Finance, Management, Budgets, Portfolio Management, Strategic Financial...
Education
Emory University - Goizueta Business School 1991 — 1993
MBA, Finance
Financial Studies Trust I School
DePauw University 1982 — 1986
BA, Economics
Western Reserve Academy 1979 — 1982
College Prep
Pratt Phillips Pratt Phillips's SunTrust Investment Services, Inc. Experience October 2009 - Present
Job at SunTrust Investment Services, Inc.
Industry Financial Services
Experience
SunTrust Investment Services, Inc. October 2009 - Present
Ameriprise Financial May 2005 - October 2009
American Express Financial Advisors May 1999 - May 2005
Education
Presbyterian College 1995 — 1999
Bachelor of Science, Business Admin
SunTrust Investment Services, Inc. October 2009 - Present
Ameriprise Financial May 2005 - October 2009
American Express Financial Advisors May 1999 - May 2005
Education
Presbyterian College 1995 — 1999
Bachelor of Science, Business Admin
Antonio J. Mackey, J.D. Antonio J. Mackey, J.D.'s SunTrust Investment Services, Inc. Experience December 2007 - April 2015
Job Assistant Vice President; Financial Solutions Advisor
Industry Investment Banking
Experience
Merrill Edge April 2015 - Present
SunTrust Investment Services, Inc. December 2007 - April 2015
Edward Jones February 2007 - November 2007
Skills
Customer Service, Software Documentation, Outlook, Microsoft Office, Microsoft Excel, Accounting, Insurance, Finance, New Business Development, Risk Management, Financial Analysis, Analysis, Investments, Strategic Financial..., Strategic Planning, Employee Benefits, Financial Planning, Forecasting, Policy, Portfolio Management
Education
Florida Agricultural and Mechanical University, College of Law 2010 — 2014
Juris Doctor
Florida Agricultural and Mechanical University 2003 — 2006
Bachelor of Arts, Political Science
Merrill Edge April 2015 - Present
SunTrust Investment Services, Inc. December 2007 - April 2015
Edward Jones February 2007 - November 2007
Skills
Customer Service, Software Documentation, Outlook, Microsoft Office, Microsoft Excel, Accounting, Insurance, Finance, New Business Development, Risk Management, Financial Analysis, Analysis, Investments, Strategic Financial..., Strategic Planning, Employee Benefits, Financial Planning, Forecasting, Policy, Portfolio Management
Education
Florida Agricultural and Mechanical University, College of Law 2010 — 2014
Juris Doctor
Florida Agricultural and Mechanical University 2003 — 2006
Bachelor of Arts, Political Science
B. Brandon Mackie, CFP®'s SunTrust Investment Services, Inc. Experience June 2008 - March 2014
Job Associate at Henssler Financial
Industry Financial Services
Experience
Henssler Financial July 2015 - Present
SunTrust March 2014 - June 2015
SunTrust Investment Services, Inc. June 2008 - March 2014
SunTrust October 2005 - June 2008
Triad Advisors February 2001 - December 2003
E*TRADE Financial October 2000 - February 2001
BANC OF AMERICA SECURITIES May 1999 - June 2000
Education
Tulane University - A.B. Freeman School of Business 1995 — 1999
Bachelor of Science In Management, Finance
The Terry College of Business at The University of Georgia 2010 — 2011
Certificate in Financial Planning
Henssler Financial July 2015 - Present
SunTrust March 2014 - June 2015
SunTrust Investment Services, Inc. June 2008 - March 2014
SunTrust October 2005 - June 2008
Triad Advisors February 2001 - December 2003
E*TRADE Financial October 2000 - February 2001
BANC OF AMERICA SECURITIES May 1999 - June 2000
Education
Tulane University - A.B. Freeman School of Business 1995 — 1999
Bachelor of Science In Management, Finance
The Terry College of Business at The University of Georgia 2010 — 2011
Certificate in Financial Planning
Matthew Main Matthew Main's SunTrust Investment Services, Inc. Experience September 2015 - Present
Job Assistant Vice President Financial Advisor at SunTrust Investment Services, Inc.
Industry Financial Services
Experience
SunTrust Investment Services, Inc. September 2015 - Present
SunTrust Bank April 2013 - Present
First National Bank of Mercersburg 2010 - March 2013
First Commonwealth Bank 2006 - 2010
PNC Financial Services Group 2002 - 2005
Skills
New Business Development, Investments, Mutual Funds, Insurance, Portfolio Management, Credit, Risk Management
Education
Slippery Rock University of Pennsylvania 1999 — 2002
BFA, Digital Media
Slippery Rock University of Pennsylvania 1999 — 2002
Bachelor of Fine Arts (B.F.A.), Digital Communication and Media/Multimedia
SunTrust Investment Services, Inc. September 2015 - Present
SunTrust Bank April 2013 - Present
First National Bank of Mercersburg 2010 - March 2013
First Commonwealth Bank 2006 - 2010
PNC Financial Services Group 2002 - 2005
Skills
New Business Development, Investments, Mutual Funds, Insurance, Portfolio Management, Credit, Risk Management
Education
Slippery Rock University of Pennsylvania 1999 — 2002
BFA, Digital Media
Slippery Rock University of Pennsylvania 1999 — 2002
Bachelor of Fine Arts (B.F.A.), Digital Communication and Media/Multimedia
Jennifer Crane Jennifer Crane's SunTrust Investment Services, Inc. Experience November 2014 - Present
Job Assistant to the President/CEO at SunTrust Investment Services, Inc.
Industry Banking
Experience
SunTrust Investment Services, Inc. November 2014 - Present
SunTrust Bank November 2014 - Present
SunTrust Bank August 2011 - November 2014
SunTrust Bank September 2005 - July 2011
SunTrust Bank August 2001 - September 2005
Skills
Process Improvement, Banking, Management, Financial Analysis, Risk Management
Education
University of Southern Mississippi
Bachelor of Science, Software Engineering Technology
SunTrust Investment Services, Inc. November 2014 - Present
SunTrust Bank November 2014 - Present
SunTrust Bank August 2011 - November 2014
SunTrust Bank September 2005 - July 2011
SunTrust Bank August 2001 - September 2005
Skills
Process Improvement, Banking, Management, Financial Analysis, Risk Management
Education
University of Southern Mississippi
Bachelor of Science, Software Engineering Technology
Scott Dixon Scott Dixon's SunTrust Investment Services, Inc. Experience May 2009 - Present
Job Innovative Wealth Management and Brokerage Executive. Thought Leadership. People Leadership. Results Leadership.
Industry Financial Services
Experience
SunTrust Investment Services, Inc. May 2009 - Present
SunTrust March 2005 - May 2009
SunTrust Investment Services, Inc. March 2000 - March 2005
Education
Mount St. Joseph University
SunTrust Investment Services, Inc. May 2009 - Present
SunTrust March 2005 - May 2009
SunTrust Investment Services, Inc. March 2000 - March 2005
Education
Mount St. Joseph University
Ben Hunter Ben Hunter's SunTrust Investment Services, Inc. Experience 2011 - Present
Job Vice President, Legal Specialty Group at SunTrust Bank
Industry Investment Management
Experience
SunTrust Investment Services, Inc. 2011 - Present
SunTrust Bank Private Wealth Management 2011 - Present
Capital Partners Certified Development Company 2011 - Present
SunTrust Bank 2008 - 2011
Wachovia Bank 2005 - 2008
Smith Barney 2003 - 2004
Education
University of Georgia - Terry College of Business 2013 — 2014
CFP Certification
The University of Georgia 2000 — 2004
BS, Economics
SunTrust Investment Services, Inc. 2011 - Present
SunTrust Bank Private Wealth Management 2011 - Present
Capital Partners Certified Development Company 2011 - Present
SunTrust Bank 2008 - 2011
Wachovia Bank 2005 - 2008
Smith Barney 2003 - 2004
Education
University of Georgia - Terry College of Business 2013 — 2014
CFP Certification
The University of Georgia 2000 — 2004
BS, Economics
Yasmine Karimi Yasmine Karimi's SunTrust Investment Services, Inc. Experience January 2015 - Present
Job Retirement Planning | Investment Services | Financial Analysis | Conflict Transformation | Negotiations
Industry Investment Management
Experience
SunTrust Investment Services, Inc. January 2015 - Present
SunTrust Bank September 2012 - January 2015
Apple Inc. July 2011 - September 2012
Natural Horizons Wellness Center October 2010 - January 2012
GMU—Alzheimer’s disease research lab January 2010 - December 2011
TD Bank Group April 2008 - July 2010
PNC January 2007 - August 2007
Law Offices of Faye Carroll, PC March 2006 - September 2006
Skills
Apple Software, Microsoft Office, Research Project..., Research, Social Media, Data Analysis, Proposal Writing, Technical Writing, Conflict Resolution, International Relations, Environmental Awareness, Human Rights, Adobe Creative Suite, Database Management, Project Planning, Project Implementation, Project Coordination, Oracle, LexisNexis, Statistical Software, Speech Writing, Creative Writing, Sales Process, Financial Management, Database Administration, Administrative Support, Conflict Analysis, Peacebuilding, Customer Relations, Legal Research, Legal Support, Computer Repair, Urban Planning, Economics, Cultural Awareness, Grassroots Advocacy, Grassroots Development, Grassroots Organizing, Advocacy, Human Trafficking, Child Development, Human Behavior, Counseling, Yoga, MySQL, Octave, JSTOR, Financial Analysis, Financial Modeling, Financial Reporting
Education
George Mason University 2012 — 2014
Master's Degree, Peace Operations in Public Policy, 3.7
Mindanao Peace-building Institute 2011 — 2011
Fundamentals of Peace-building
Silliman University 2011 — 2011
Service Learning
George Mason University 2009 — 2011
Bachelor's Degree, Neuroscience, Conflict Analysis and Resolutions, 3.0
Northern Virginia Community College 2006 — 2009
AS, Biology, 3.7
SunTrust Investment Services, Inc. January 2015 - Present
SunTrust Bank September 2012 - January 2015
Apple Inc. July 2011 - September 2012
Natural Horizons Wellness Center October 2010 - January 2012
GMU—Alzheimer’s disease research lab January 2010 - December 2011
TD Bank Group April 2008 - July 2010
PNC January 2007 - August 2007
Law Offices of Faye Carroll, PC March 2006 - September 2006
Skills
Apple Software, Microsoft Office, Research Project..., Research, Social Media, Data Analysis, Proposal Writing, Technical Writing, Conflict Resolution, International Relations, Environmental Awareness, Human Rights, Adobe Creative Suite, Database Management, Project Planning, Project Implementation, Project Coordination, Oracle, LexisNexis, Statistical Software, Speech Writing, Creative Writing, Sales Process, Financial Management, Database Administration, Administrative Support, Conflict Analysis, Peacebuilding, Customer Relations, Legal Research, Legal Support, Computer Repair, Urban Planning, Economics, Cultural Awareness, Grassroots Advocacy, Grassroots Development, Grassroots Organizing, Advocacy, Human Trafficking, Child Development, Human Behavior, Counseling, Yoga, MySQL, Octave, JSTOR, Financial Analysis, Financial Modeling, Financial Reporting
Education
George Mason University 2012 — 2014
Master's Degree, Peace Operations in Public Policy, 3.7
Mindanao Peace-building Institute 2011 — 2011
Fundamentals of Peace-building
Silliman University 2011 — 2011
Service Learning
George Mason University 2009 — 2011
Bachelor's Degree, Neuroscience, Conflict Analysis and Resolutions, 3.0
Northern Virginia Community College 2006 — 2009
AS, Biology, 3.7
Nic Nielsen, CFP® Nic Nielsen, CFP®'s SunTrust Investment Services, Inc. Experience September 2013 - Present
Job Financial Advisor Delivering Personalized Financial Planning and Advice
Industry Investment Management
Experience
SunTrust Investment Services, Inc. September 2013 - Present
PNC May 2012 - August 2013
PNC August 2008 - May 2012
PNC August 2006 - March 2008
Education
University of Saint Francis 2004 — 2006
Bachelor of Arts (B.A.), Business Administration
Southeastern Illinois College 2001 — 2002
Vincennes University 2000 — 2001
SunTrust Investment Services, Inc. September 2013 - Present
PNC May 2012 - August 2013
PNC August 2008 - May 2012
PNC August 2006 - March 2008
Education
University of Saint Francis 2004 — 2006
Bachelor of Arts (B.A.), Business Administration
Southeastern Illinois College 2001 — 2002
Vincennes University 2000 — 2001
Jim Rorie Jim Rorie's SunTrust Investment Services, Inc. Experience February 2012 - May 2015
Job Financial Consultant at Regions Financial Corporation
Industry Financial Services
Experience
Regions Financial Corporation May 2015 - Present
SunTrust Investment Services, Inc. February 2012 - May 2015
First Tennessee Bank February 2004 - February 2012
Carty & Company May 2003 - September 2003
American Express Financial Advisors November 2002 - May 2003
Delta Air Lines 1999 - 2001
Skills
Financial Services, Portfolio Management, Investment Strategies, Mutual Funds, Retirement Planning, Equities, Investments, Investment Advisory, Asset Allocation, Strategic Financial..., Series 7, Series 63, Finance, Wealth Management, Management, Risk Management, Credit, Employee Benefits, Banking, Financial Planning, Derivatives, Trading, Fixed Income, Wealth Management..., Financial Advisory, Financial Analysis, Mortgage Lending, Investment Banking, Hedge Funds, Commercial Lending, Valuation, Small Business Lending, Fixed Annuities, Bloomberg, Retirement, Insurance, Financial Modeling, Investment Management, Bonds, Asset Management, Loans, Securities, Uniform Combined State..., Corporate Finance, Estate Planning, Financial Planners, Due Diligence, Commercial Banking, Capital Markets, Relationship Management
Education
The University of Memphis 1997 — 2002
BBA, Finance
Regions Financial Corporation May 2015 - Present
SunTrust Investment Services, Inc. February 2012 - May 2015
First Tennessee Bank February 2004 - February 2012
Carty & Company May 2003 - September 2003
American Express Financial Advisors November 2002 - May 2003
Delta Air Lines 1999 - 2001
Skills
Financial Services, Portfolio Management, Investment Strategies, Mutual Funds, Retirement Planning, Equities, Investments, Investment Advisory, Asset Allocation, Strategic Financial..., Series 7, Series 63, Finance, Wealth Management, Management, Risk Management, Credit, Employee Benefits, Banking, Financial Planning, Derivatives, Trading, Fixed Income, Wealth Management..., Financial Advisory, Financial Analysis, Mortgage Lending, Investment Banking, Hedge Funds, Commercial Lending, Valuation, Small Business Lending, Fixed Annuities, Bloomberg, Retirement, Insurance, Financial Modeling, Investment Management, Bonds, Asset Management, Loans, Securities, Uniform Combined State..., Corporate Finance, Estate Planning, Financial Planners, Due Diligence, Commercial Banking, Capital Markets, Relationship Management
Education
The University of Memphis 1997 — 2002
BBA, Finance
Jessica A. Weimer Jessica A. Weimer's SunTrust Investment Services, Inc. Experience August 2002 - March 2005
Job Communications Training Officer at Loudoun County Sheriff Dept
Industry Law Enforcement
Experience
Loudoun County Sheriff's Dept October 2008 - Present
SunTrust Investment Services, Inc. August 2002 - March 2005
SunTrust September 1999 - August 2002
Skills
Financial Services, Microsoft Office, Banking, Teamwork, Customer Service, Microsoft Excel, Leadership, Financial Analysis, Asset Management, Financial Planning
Education
American Public University 2014 — 2016
Master of Business Administration (M.B.A.), Homeland Security Resource Allocation
American Public University 2012 — 2014
Bachelor of Arts (B.A.), Criminal Justice/Law Enforcement Administration
Loudoun County Sheriff's Dept October 2008 - Present
SunTrust Investment Services, Inc. August 2002 - March 2005
SunTrust September 1999 - August 2002
Skills
Financial Services, Microsoft Office, Banking, Teamwork, Customer Service, Microsoft Excel, Leadership, Financial Analysis, Asset Management, Financial Planning
Education
American Public University 2014 — 2016
Master of Business Administration (M.B.A.), Homeland Security Resource Allocation
American Public University 2012 — 2014
Bachelor of Arts (B.A.), Criminal Justice/Law Enforcement Administration
Elnaz Yousefzadeh, MBA's SunTrust Investment Services, Inc. Experience July 2015 - Present
Job Junior Analyst
Industry Investment Banking
Experience
SunTrust Investment Services, Inc. July 2015 - Present
Chobka February 2014 - August 2014
Marshall University August 2012 - December 2013
United Bankshares, Inc July 2012 - May 2013
University Village Apartment December 2010 - 2011
Skills
Social Media Marketing, Banking, Loans, Customer Service, Credit, Management, Financial Analysis, Microsoft Word, Project Management, Marketing Communications, Research, Team Leadership, Market Research, Leadership, Social Media, Strategic Planning, Finance, Marketing, Entrepreneurship, Accounting, Data Analysis, Microsoft Office
Education
Marshall University 2012 — 2013
Master of Business Administration (MBA)
Marshall University
Bachelor of Business Administration (BBA), International Business
Mahdavi
SunTrust Investment Services, Inc. July 2015 - Present
Chobka February 2014 - August 2014
Marshall University August 2012 - December 2013
United Bankshares, Inc July 2012 - May 2013
University Village Apartment December 2010 - 2011
Skills
Social Media Marketing, Banking, Loans, Customer Service, Credit, Management, Financial Analysis, Microsoft Word, Project Management, Marketing Communications, Research, Team Leadership, Market Research, Leadership, Social Media, Strategic Planning, Finance, Marketing, Entrepreneurship, Accounting, Data Analysis, Microsoft Office
Education
Marshall University 2012 — 2013
Master of Business Administration (MBA)
Marshall University
Bachelor of Business Administration (BBA), International Business
Mahdavi
Todd Matthews, CFP® Todd Matthews, CFP®'s SunTrust Investment Services, Inc. Experience November 2012 - Present
Job Client Advisor at SunTrust Private Wealth Management Medical Specialty
Industry Financial Services
Experience
SunTrust February 2015 - Present
SunTrust Investment Services, Inc. November 2012 - Present
Education
Campbell University 2006 — 2009
MBA, Finance
Campbell University 2004 — 2009
BBA, Trust and Wealth Management, Minor in Financial Planning
SunTrust February 2015 - Present
SunTrust Investment Services, Inc. November 2012 - Present
Education
Campbell University 2006 — 2009
MBA, Finance
Campbell University 2004 — 2009
BBA, Trust and Wealth Management, Minor in Financial Planning
Jacob Morgan Jacob Morgan's SunTrust Investment Services, Inc. Experience June 2010 - August 2013
Job District Manager at AXA Advisors
Industry Financial Services
Experience
AXA Advisors 2013 - 2015
SunTrust Investment Services, Inc. June 2010 - August 2013
Merrill Lynch May 2008 - May 2010
Ferris Baker Watts February 2004 - May 2008
Education
George Mason University 1995 — 2000
Bachelor's degree
AXA Advisors 2013 - 2015
SunTrust Investment Services, Inc. June 2010 - August 2013
Merrill Lynch May 2008 - May 2010
Ferris Baker Watts February 2004 - May 2008
Education
George Mason University 1995 — 2000
Bachelor's degree
John Borum II's SunTrust Investment Services, Inc. Experience March 2014 - June 2015
Job Financial Services Professional
Industry Financial Services
Experience
Wells Fargo Advisors August 2015 - Present
SunTrust Investment Services, Inc. March 2014 - June 2015
Virginia Asset Management October 2013 - March 2014
Sunsations, Inc May 2009 - October 2013
US Port Services May 2012 - June 2012
Brown Building Corp March 2008 - August 2008
Education
Old Dominion University 2008 — 2013
Bachelor of Science and Business Administration, Finance, Economics
Wells Fargo Advisors August 2015 - Present
SunTrust Investment Services, Inc. March 2014 - June 2015
Virginia Asset Management October 2013 - March 2014
Sunsations, Inc May 2009 - October 2013
US Port Services May 2012 - June 2012
Brown Building Corp March 2008 - August 2008
Education
Old Dominion University 2008 — 2013
Bachelor of Science and Business Administration, Finance, Economics
Howard Rudolph Howard Rudolph's SunTrust Investment Services, Inc. Experience November 2014 - Present
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
Javier F. Reyes Javier F. Reyes's SunTrust Investment Services, Inc. Experience March 2015 - Present
Job Investment Associate at SunTrust Investment Services, Inc.
Industry Financial Services
Experience
SunTrust Investment Services, Inc. March 2015 - Present
E*TRADE Financial August 2013 - Present
E*TRADE Financial October 2012 - August 2013
SunTrust Bank May 2012 - October 2012
Waste Management August 2011 - February 2012
Skills
Microsoft Excel, Microsoft Word, Retail Banking, Microsoft Office, Banking, Series 7, Salesforce.com, Series 63, English, Corporate Finance, Life Insurance, Spanish, Brokerage, Licensed Life Insurance..., Series 65
Education
Georgia State University 2007 — 2011
Bachelor's degree, Finance, General, 3.31
Georgia State University - J. Mack Robinson College of Business 2007 — 2011
Bachelor’s Degree, Bachelors of Business Administration, 3.31
SunTrust Investment Services, Inc. March 2015 - Present
E*TRADE Financial August 2013 - Present
E*TRADE Financial October 2012 - August 2013
SunTrust Bank May 2012 - October 2012
Waste Management August 2011 - February 2012
Skills
Microsoft Excel, Microsoft Word, Retail Banking, Microsoft Office, Banking, Series 7, Salesforce.com, Series 63, English, Corporate Finance, Life Insurance, Spanish, Brokerage, Licensed Life Insurance..., Series 65
Education
Georgia State University 2007 — 2011
Bachelor's degree, Finance, General, 3.31
Georgia State University - J. Mack Robinson College of Business 2007 — 2011
Bachelor’s Degree, Bachelors of Business Administration, 3.31
Brian Johnston, Certified Financial Planner™ Brian Johnston, Certified Financial Planner™'s SunTrust Investment Services, Inc. Experience July 2007 - May 2015
Job Managing Partner at Forthright Wealth Management, LLC
Industry Financial Services
Experience
Forthright Wealth Management, LLC May 2015 - Present
SunTrust Investment Services, Inc. July 2007 - May 2015
Ameriprise Financial Services, Inc. January 2003 - July 2007
Education
Furman University 1998 — 2002
Bachelor of Arts (B.A.), Business Administration
Forthright Wealth Management, LLC May 2015 - Present
SunTrust Investment Services, Inc. July 2007 - May 2015
Ameriprise Financial Services, Inc. January 2003 - July 2007
Education
Furman University 1998 — 2002
Bachelor of Arts (B.A.), Business Administration
Bruce Williamson Bruce Williamson's SunTrust Investment Services, Inc. Experience July 2012 - Present
Job SVP
Industry Financial Services
Experience
SunTrust Investment Services, Inc. July 2012 - Present
SunTrust Investment Services, Inc. September 2006 - June 2012
Skills
Strategic Financial..., Financial Services, Investments, Finance, Banking, Wealth Management..., Wealth Management, Financial Advisory, Management, Employee Benefits, Loans, Credit Analysis, Risk Management, Retirement Planning
Education
Drake University 1977 — 1979
Doctor of Law (J.D.), Taxation, Trust Planning
University of Illinois at Urbana-Champaign 1970 — 1976
Bachelor of Science (BS), Biology, General
SunTrust Investment Services, Inc. July 2012 - Present
SunTrust Investment Services, Inc. September 2006 - June 2012
Skills
Strategic Financial..., Financial Services, Investments, Finance, Banking, Wealth Management..., Wealth Management, Financial Advisory, Management, Employee Benefits, Loans, Credit Analysis, Risk Management, Retirement Planning
Education
Drake University 1977 — 1979
Doctor of Law (J.D.), Taxation, Trust Planning
University of Illinois at Urbana-Champaign 1970 — 1976
Bachelor of Science (BS), Biology, General
Derek DeGuire, CFP® Derek DeGuire, CFP®'s SunTrust Investment Services, Inc. Experience October 2001 - Present
Job Financial Advisor
Industry Financial Services
Experience
SunTrust Investment Services, Inc. October 2001 - Present
Merrill Lynch Investment Managers May 1999 - May 2001
Education
Haslam College of Business at the University of Tennessee 1992 — 1996
University of Tennessee-Knoxville 1992 — 1996
BS, Business Administration
SunTrust Investment Services, Inc. October 2001 - Present
Merrill Lynch Investment Managers May 1999 - May 2001
Education
Haslam College of Business at the University of Tennessee 1992 — 1996
University of Tennessee-Knoxville 1992 — 1996
BS, Business Administration
Hamilton Krans's SunTrust Investment Services, Inc. Experience November 2010 - Present
Job Financial Advisor Delivering Personalized Financial Planning and Advice
Industry Financial Services
Experience
SunTrust Investment Services, Inc. November 2010 - Present
Wells Fargo Advisors, LLC November 2002 - November 2010
Morgan Stanley December 1998 - November 2002
Education
Rollins College 1993 — 1997
BA Economics
Dover
St Thomas Aquinas
SunTrust Investment Services, Inc. November 2010 - Present
Wells Fargo Advisors, LLC November 2002 - November 2010
Morgan Stanley December 1998 - November 2002
Education
Rollins College 1993 — 1997
BA Economics
Dover
St Thomas Aquinas
Kristin Klebacha's SunTrust Investment Services, Inc. Experience July 2008 - Present
Job Private Financial Advisor Helping Clients Achieve Their Financial Goals
Industry Financial Services
Experience
SunTrust Investment Services, Inc. July 2008 - Present
SunTrust Bank May 1998 - July 2008
SunTrust Bank May 1995 - May 1998
SunTrust Investment Services, Inc. March 1987 - May 1995
Education
Rollins College 1981 — 1985
BA Economics
SunTrust Investment Services, Inc. July 2008 - Present
SunTrust Bank May 1998 - July 2008
SunTrust Bank May 1995 - May 1998
SunTrust Investment Services, Inc. March 1987 - May 1995
Education
Rollins College 1981 — 1985
BA Economics
Greg Schmertmann Greg Schmertmann's SunTrust Investment Services, Inc. Experience January 2015 - Present
Job Investment Associate at SunTrust Investment Services, Inc.
Industry Financial Services
Experience
SunTrust Investment Services, Inc. January 2015 - Present
Raymond James & Associates, Inc. May 2014 - December 2014
SunTrust Investment Services, Inc. December 2010 - May 2014
Carsten & Company, Inc. July 2002 - December 2011
Edward Jones November 2009 - July 2010
Shred-it June 2000 - June 2002
Tallahassee Democrat September 1989 - June 2000
Education
Florida State University
B.S., Communication - Advertising & Marketing
SunTrust Investment Services, Inc. January 2015 - Present
Raymond James & Associates, Inc. May 2014 - December 2014
SunTrust Investment Services, Inc. December 2010 - May 2014
Carsten & Company, Inc. July 2002 - December 2011
Edward Jones November 2009 - July 2010
Shred-it June 2000 - June 2002
Tallahassee Democrat September 1989 - June 2000
Education
Florida State University
B.S., Communication - Advertising & Marketing
Kristina Eastmond's SunTrust Investment Services, Inc. Experience September 2008 - September 2014
Job Comprehensive wealth management firm
Industry Financial Services
Experience
Allegiant Private Advisors September 2014 - Present
Kerkering Barberio October 2014 - September 2015
SunTrust Investment Services, Inc. September 2008 - September 2014
Morgan Financial d/b/a MJ Wolf Mortgage Company October 2005 - June 2008
DLJ / CSFB 1989 - July 2001
Donaldson, Lufkin & Jenrette 1989 - 2000
Education
Rider University 1985 — 1989
Allegiant Private Advisors September 2014 - Present
Kerkering Barberio October 2014 - September 2015
SunTrust Investment Services, Inc. September 2008 - September 2014
Morgan Financial d/b/a MJ Wolf Mortgage Company October 2005 - June 2008
DLJ / CSFB 1989 - July 2001
Donaldson, Lufkin & Jenrette 1989 - 2000
Education
Rider University 1985 — 1989
Kim Handy's SunTrust Investment Services, Inc. Experience June 2014 - Present
Job Financial Consultant Helping Clients Achieve Their Financial Goals
Industry Financial Services
Experience
SunTrust Investment Services, Inc. June 2014 - Present
Langley Federal Credit Union October 2004 - January 2012
Education
Saint Leo University
Bachelor of Business Administration (BBA), Business Administration and Management, General
SunTrust Investment Services, Inc. June 2014 - Present
Langley Federal Credit Union October 2004 - January 2012
Education
Saint Leo University
Bachelor of Business Administration (BBA), Business Administration and Management, General
Lisa Yarborough, CFP®'s SunTrust Investment Services, Inc. Experience March 2015 - Present
Job Senior Vice President/Client Advisor at SunTrust Private Wealth Management & Durham City President
Industry Banking
Experience
SunTrust Investment Services, Inc. March 2015 - Present
SunTrust Investment Services, Inc. February 2008 - March 2015
SunTrust Investment Services June 2006 - January 2008
SunTrust Investment Services June 2005 - May 2006
SunTrust Investment Services, Inc. November 2001 - May 2005
SunTrust Bank September 1997 - December 2001
First Union National Bank (Legacy Wachovia/Wells Fargo) May 1985 - August 1997
Education
University of North Carolina at Chapel Hill
BA, Industrial Relations/Economics
L.S.U. 2001 — 2003
Graduate School of Banking
Duke University 2004 — 2005
Executive Certificate in Certified Financial Planning
SunTrust Investment Services, Inc. March 2015 - Present
SunTrust Investment Services, Inc. February 2008 - March 2015
SunTrust Investment Services June 2006 - January 2008
SunTrust Investment Services June 2005 - May 2006
SunTrust Investment Services, Inc. November 2001 - May 2005
SunTrust Bank September 1997 - December 2001
First Union National Bank (Legacy Wachovia/Wells Fargo) May 1985 - August 1997
Education
University of North Carolina at Chapel Hill
BA, Industrial Relations/Economics
L.S.U. 2001 — 2003
Graduate School of Banking
Duke University 2004 — 2005
Executive Certificate in Certified Financial Planning
Susanna Chesney's SunTrust Investment Services, Inc. Experience August 2006 - November 2009
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
Bob Garlow's SunTrust Investment Services, Inc. Experience January 2006 - September 2007
Job Senior Vice President, Capital Group Companies
Industry Investment Management
Experience
The Capital Group Companies November 2007 - March 2011
SunTrust Investment Services, Inc. January 2006 - September 2007
SunTrust Investment Services, Inc. July 2005 - September 2007
SunTrust Investment Services, Inc. 2003 - December 2005
SunTrust Investment Services, Inc. January 1993 - 2002
Skills
Wealth Management, Strategic Planning, Cross-functional Team..., New Business Development, Change Management, Strategic Financial..., Sales Management, Marketing Strategy, Budget, Series 7, CRM
Education
Oglethorpe University 2001 — 2002
Certified Financial Planner® Program
University of North Carolina at Wilmington 1986 — 1991
Bachelor of Science (B.S.), Finance, General
The Capital Group Companies November 2007 - March 2011
SunTrust Investment Services, Inc. January 2006 - September 2007
SunTrust Investment Services, Inc. July 2005 - September 2007
SunTrust Investment Services, Inc. 2003 - December 2005
SunTrust Investment Services, Inc. January 1993 - 2002
Skills
Wealth Management, Strategic Planning, Cross-functional Team..., New Business Development, Change Management, Strategic Financial..., Sales Management, Marketing Strategy, Budget, Series 7, CRM
Education
Oglethorpe University 2001 — 2002
Certified Financial Planner® Program
University of North Carolina at Wilmington 1986 — 1991
Bachelor of Science (B.S.), Finance, General
Alfred Ponder Jr.'s SunTrust Investment Services, Inc. Experience 2010 - Present
Job Financial Advisor Delivering Personalized Financial Planning and Advice
Industry Investment Management
Experience
SunTrust Investment Services, Inc. 2010 - Present
SunTrust Investment Services, Inc. August 2010 - July 2013
Wells Fargo Advisors November 2004 - August 2010
Banc of America Investments Inc. January 2001 - November 2004
Olde Discount Stockbrokers 1996 - 1998
Olde Discount Stockbrokers 1996 - 1998
Olde Discount Stockbrokers 1996 - 1998
Olde Discount Stockbrokers 1996 - 1998
Bear Stearns 1994 - June 1996
Education
Northside High School
The University of Georgia
BA, Economics
University of Georgia - Terry College of Business
SunTrust Investment Services, Inc. 2010 - Present
SunTrust Investment Services, Inc. August 2010 - July 2013
Wells Fargo Advisors November 2004 - August 2010
Banc of America Investments Inc. January 2001 - November 2004
Olde Discount Stockbrokers 1996 - 1998
Olde Discount Stockbrokers 1996 - 1998
Olde Discount Stockbrokers 1996 - 1998
Olde Discount Stockbrokers 1996 - 1998
Bear Stearns 1994 - June 1996
Education
Northside High School
The University of Georgia
BA, Economics
University of Georgia - Terry College of Business
Sylvia Benito, CFA's SunTrust Investment Services, Inc. Experience January 2003 - January 2005
Job Financial Management Professional
Industry Financial Services
Experience
CRT Capital Group January 2006 - September 2007
SunTrust Investment Services, Inc. January 2003 - January 2005
Bank of America Merrill Lynch January 2001 - January 2002
Skills
Public Speaking, Strategic Planning, Management, Social Media, Customer Service, Event Planning, Financial Analysis, Nonprofits, Marketing, Research
Education
New College of Florida
Bachelor's degree, Environmental Studies
CRT Capital Group January 2006 - September 2007
SunTrust Investment Services, Inc. January 2003 - January 2005
Bank of America Merrill Lynch January 2001 - January 2002
Skills
Public Speaking, Strategic Planning, Management, Social Media, Customer Service, Event Planning, Financial Analysis, Nonprofits, Marketing, Research
Education
New College of Florida
Bachelor's degree, Environmental Studies
Debra Pollock, CTFA, CFP®'s SunTrust Investment Services, Inc. Experience July 2012 - Present
Job Client Advisor at SunTrust Investment Services, Inc.
Industry Financial Services
Experience
SunTrust Bank July 2012 - Present
SunTrust Investment Services, Inc. July 2012 - Present
Ameriprise Financial Services, Inc. October 2007 - June 2012
Associated Bank August 2003 - August 2007
MFB Financial November 1998 - May 2003
National City Bank June 1992 - November 1998
Education
Miami University 1988 — 1992
B.S., Marketing, minor in Decision Sciences
Portage Turner High School 1985 — 1988
SunTrust Bank July 2012 - Present
SunTrust Investment Services, Inc. July 2012 - Present
Ameriprise Financial Services, Inc. October 2007 - June 2012
Associated Bank August 2003 - August 2007
MFB Financial November 1998 - May 2003
National City Bank June 1992 - November 1998
Education
Miami University 1988 — 1992
B.S., Marketing, minor in Decision Sciences
Portage Turner High School 1985 — 1988
Emily Liadakis's SunTrust Investment Services, Inc. Experience March 2006 - January 2007
Job Performance Analyst
Industry Investment Management
Experience
Archstone Portfolio Solutions / Marquette Associates January 2009 - June 2015
Legg Mason Capital Management February 2007 - October 2008
SunTrust Investment Services, Inc. March 2006 - January 2007
Legg Mason November 2003 - December 2005
T. Rowe Price October 2000 - July 2002
Skills
Equities, Asset Management, Investments, Mutual Funds, Bloomberg, Microsoft Office, Customer Service
Education
The Johns Hopkins University 1996 — 2000
Bachelor of Arts (B.A.), Mathematics
Athens Laboratory of Business Administration
Archstone Portfolio Solutions / Marquette Associates January 2009 - June 2015
Legg Mason Capital Management February 2007 - October 2008
SunTrust Investment Services, Inc. March 2006 - January 2007
Legg Mason November 2003 - December 2005
T. Rowe Price October 2000 - July 2002
Skills
Equities, Asset Management, Investments, Mutual Funds, Bloomberg, Microsoft Office, Customer Service
Education
The Johns Hopkins University 1996 — 2000
Bachelor of Arts (B.A.), Mathematics
Athens Laboratory of Business Administration
Debbie Smith's SunTrust Investment Services, Inc. Experience May 2007 - Present
Job SVPPrivate Financial Advisor at SunTrust Investment Services, Inc.
Industry Financial Services
Experience
SunTrust Investment Services, Inc. May 2007 - Present
SunTrust Investment Services, Inc. October 2001 - May 2007
Wells Fargo July 2000 - October 2001
J.C. Bradford (now UBS) June 1997 - July 2000
Legg Mason June 1994 - June 1997
Education
College of Notre Dame of Maryland 1990 — 1994
Bachelor of Arts, Mathematics
Oakwood High School 1986 — 1990
SunTrust Investment Services, Inc. May 2007 - Present
SunTrust Investment Services, Inc. October 2001 - May 2007
Wells Fargo July 2000 - October 2001
J.C. Bradford (now UBS) June 1997 - July 2000
Legg Mason June 1994 - June 1997
Education
College of Notre Dame of Maryland 1990 — 1994
Bachelor of Arts, Mathematics
Oakwood High School 1986 — 1990
Martin Pyle, CFP®'s SunTrust Investment Services, Inc. Experience May 2013 - Present
Job Financial Advisor Helping Clients Achieve Their Financial Goals
Industry Financial Services
Experience
SunTrust Investment Services, Inc. May 2013 - Present
Edward Jones June 2005 - May 2013
Pegram Church of Christ February 2003 - June 2005
Education
Harding University 1981 — 1993
Master's Degree, New Testament; Ministry
Lipscomb University 1978 — 1981
Bachelor's Degree, Divinity/Ministry
Sewanee-The University of the South 1977 — 1978
Pre-Law Studies
SunTrust Investment Services, Inc. May 2013 - Present
Edward Jones June 2005 - May 2013
Pegram Church of Christ February 2003 - June 2005
Education
Harding University 1981 — 1993
Master's Degree, New Testament; Ministry
Lipscomb University 1978 — 1981
Bachelor's Degree, Divinity/Ministry
Sewanee-The University of the South 1977 — 1978
Pre-Law Studies
Tripp Mullen, CFP®'s SunTrust Investment Services, Inc. Experience April 2010 - Present
Job Vice President Financial Advisor at SunTrust Investment Services, Inc.
Industry Financial Services
Experience
SunTrust Investment Services, Inc. April 2010 - Present
Wells Fargo Advisors, LLC March 2006 - April 2010
Smith Barney July 1998 - March 2006
Education
Southwestern Baptist Theological Seminary 1993 — 1995
Hampden-Sydney College 1988 — 1992
Bachelor of Arts (B.A.), Economics
College for Financial Planning
CFP Certification Professional Education Program
SunTrust Investment Services, Inc. April 2010 - Present
Wells Fargo Advisors, LLC March 2006 - April 2010
Smith Barney July 1998 - March 2006
Education
Southwestern Baptist Theological Seminary 1993 — 1995
Hampden-Sydney College 1988 — 1992
Bachelor of Arts (B.A.), Economics
College for Financial Planning
CFP Certification Professional Education Program
Emily Herstein CFP®'s SunTrust Investment Services, Inc. Experience June 2014 - Present
Job Financial Advisor at SunTrust Investment Services
Industry Financial Services
Experience
SunTrust Investment Services, Inc. June 2014 - Present
M&T Bank June 2000 - May 2014
American Express 1998 - 2000
Skills
Strategic Financial..., Series 63
Education
Randolph-Macon College 1994 — 1998
BA, International Relations/Business Econ
SunTrust Investment Services, Inc. June 2014 - Present
M&T Bank June 2000 - May 2014
American Express 1998 - 2000
Skills
Strategic Financial..., Series 63
Education
Randolph-Macon College 1994 — 1998
BA, International Relations/Business Econ
David Bowman, CFP®'s SunTrust Investment Services, Inc. Experience May 2009 - Present
Job Private Financial Advisor, Vice President
Industry Financial Services
Experience
SunTrust Investment Services, Inc. May 2009 - Present
Skills
Financial Planning, Retirement Planning, Financial Advice, Investment Management, Managing Cashflow, Risk Assessment, Risk Analysis, Investment Advice, Risk Management, Wealth Management, Asset Allocation, Estate Strategies, Wealth Transfer, Portfolio Review, Investment Strategies, Retirement Solutions, Retirement Income..., Asset Management, Investment Review, Wealth Planning
Education
Averett University
Bachelor of Business Administration (BBA), Business Administration and Management, General
SunTrust Investment Services, Inc. May 2009 - Present
Skills
Financial Planning, Retirement Planning, Financial Advice, Investment Management, Managing Cashflow, Risk Assessment, Risk Analysis, Investment Advice, Risk Management, Wealth Management, Asset Allocation, Estate Strategies, Wealth Transfer, Portfolio Review, Investment Strategies, Retirement Solutions, Retirement Income..., Asset Management, Investment Review, Wealth Planning
Education
Averett University
Bachelor of Business Administration (BBA), Business Administration and Management, General
Beverly Herbert's SunTrust Investment Services, Inc. Experience July 1991 - Present
Job Vice President The Oakley Group at SunTrust Investment Services, Inc.
Industry Financial Services
Experience
SunTrust Investment Services, Inc. July 1991 - Present
Self-employed 1990 - Present
SunTrust Investment Services, Inc. July 1991 - July 2005
Metropolitan Federal S&L July 1987 - July 1991
Education
Belmont University 1983 — 1987
SunTrust Investment Services, Inc. July 1991 - Present
Self-employed 1990 - Present
SunTrust Investment Services, Inc. July 1991 - July 2005
Metropolitan Federal S&L July 1987 - July 1991
Education
Belmont University 1983 — 1987
Charles Wellborn's SunTrust Investment Services, Inc. Experience July 2002 - Present
Job Private Financial Advisor Delivering Personalized Financial Planning and Advice
Industry Investment Management
Experience
SunTrust Investment Services, Inc. July 2002 - Present
SunTrust 2000 - Present
SunTrust Bank 2000 - 2009
Wells Fargo April 1992 - July 2002
Interstate Johnson Lane 1992 - 1998
The Robinson Humphrey Company 1989 - 1990
Education
Georgia State University - J. Mack Robinson College of Business 1983 — 1987
University of Alabama
Pace Academy 1976 — 1983
SunTrust Investment Services, Inc. July 2002 - Present
SunTrust 2000 - Present
SunTrust Bank 2000 - 2009
Wells Fargo April 1992 - July 2002
Interstate Johnson Lane 1992 - 1998
The Robinson Humphrey Company 1989 - 1990
Education
Georgia State University - J. Mack Robinson College of Business 1983 — 1987
University of Alabama
Pace Academy 1976 — 1983
Jeffrey Weaver, CFP®'s SunTrust Investment Services, Inc. Experience November 2012 - Present
Job Vice President and Private Financial Advisor
Industry Investment Management
Experience
SunTrust Investment Services, Inc. November 2012 - Present
HSBC August 2008 - November 2012
Wachovia May 2007 - August 2008
Bank of America August 2004 - May 2007
Charles Schwab March 1995 - June 2004
Education
Lehigh University
BA, Economics
Georgetown University
Certificate, Financial Planning
International School of Brussels
SunTrust Investment Services, Inc. November 2012 - Present
HSBC August 2008 - November 2012
Wachovia May 2007 - August 2008
Bank of America August 2004 - May 2007
Charles Schwab March 1995 - June 2004
Education
Lehigh University
BA, Economics
Georgetown University
Certificate, Financial Planning
International School of Brussels
Cheryl Dabney's SunTrust Investment Services, Inc. Experience September 1991 - Present
Job Private Financial Advisor, CFP®, with SunTrust Investment Services, Inc.
Industry Financial Services
Experience
SunTrust Investment Services, Inc. September 1991 - Present
Skills
Retirement Solutions, Retirement Income..., Financial Planning, Investment Strategies, Estate Strategies, Wealth Transfer, Risk Analysis, Portfolio Review, Financial Analysis, Risk Management, Planning for Major..., Wealth Planning, Asset Allocation, Investment Review, Investments, Investment Advisory, LGBT Needs Planning, Risk Assessment, Special Needs Planning
Education
Georgia State University
MBA
Michigan State University
B.S., cum laude, Education
SunTrust Investment Services, Inc. September 1991 - Present
Skills
Retirement Solutions, Retirement Income..., Financial Planning, Investment Strategies, Estate Strategies, Wealth Transfer, Risk Analysis, Portfolio Review, Financial Analysis, Risk Management, Planning for Major..., Wealth Planning, Asset Allocation, Investment Review, Investments, Investment Advisory, LGBT Needs Planning, Risk Assessment, Special Needs Planning
Education
Georgia State University
MBA
Michigan State University
B.S., cum laude, Education
Andrew Knust's SunTrust Investment Services, Inc. Experience May 2006 - Present
Job Senior Vice President, SunTrust Investment Services, Inc. Private Wealth Management
Industry Financial Services
Experience
SunTrust Investment Services, Inc. May 2006 - Present
Merrill Lynch May 2004 - February 2006
PG&E Energy Trading August 2000 - February 2003
PG&E National Energy Group 2000 - 2003
Sempra Energy Trading March 1995 - June 2000
AIG Trading Group 1995 - 1998
Skills
Investments, Portfolio Management, Risk Management, Retirement Planning, Finance, Investment Strategies, Financial Services, Financial Planning, Investment Management, Trading
Education
Gettysburg College 1989 — 1993
BA, Political Science
University of South Florida 2004 — 2006
CFP
SunTrust Investment Services, Inc. May 2006 - Present
Merrill Lynch May 2004 - February 2006
PG&E Energy Trading August 2000 - February 2003
PG&E National Energy Group 2000 - 2003
Sempra Energy Trading March 1995 - June 2000
AIG Trading Group 1995 - 1998
Skills
Investments, Portfolio Management, Risk Management, Retirement Planning, Finance, Investment Strategies, Financial Services, Financial Planning, Investment Management, Trading
Education
Gettysburg College 1989 — 1993
BA, Political Science
University of South Florida 2004 — 2006
CFP
Britain W. Pierce, CFP (R)'s SunTrust Investment Services, Inc. Experience November 1999 - Present
Job Vice President, Financial Advisor at SunTrust Investment Services, Inc.
Industry Financial Services
Experience
SunTrust Investment Services, Inc. November 1999 - Present
JY Inc January 1997 - December 1998
Tavoso Trading January 1996 - December 1997
The Chicago Corporation August 1995 - December 1995
Education
Central Michigan University 1991 — 1995
BS, Economics
Grosse Pointe North 1987 — 1991
SunTrust Investment Services, Inc. November 1999 - Present
JY Inc January 1997 - December 1998
Tavoso Trading January 1996 - December 1997
The Chicago Corporation August 1995 - December 1995
Education
Central Michigan University 1991 — 1995
BS, Economics
Grosse Pointe North 1987 — 1991
Gordon Grimes, CFP's SunTrust Investment Services, Inc. Experience December 2008 - Present
Job Private Financial Advisor: Investing & Advice Your Way
Industry Financial Services
Experience
SunTrust Investment Services, Inc. December 2008 - Present
SunTrust December 1994 - December 2008
Skills
Banking, Financial Advisory, Wealth Management, Wealth Management..., Portfolio Management
Education
Duke University 2006 — 2007
Certificate of Financial Planning, Financial Planning
Bluefield College 1990 — 1994
Bachelor's degree, Business Administration and Management, General
SunTrust Investment Services, Inc. December 2008 - Present
SunTrust December 1994 - December 2008
Skills
Banking, Financial Advisory, Wealth Management, Wealth Management..., Portfolio Management
Education
Duke University 2006 — 2007
Certificate of Financial Planning, Financial Planning
Bluefield College 1990 — 1994
Bachelor's degree, Business Administration and Management, General
Tina Garrison-Nuñez's SunTrust Investment Services, Inc. Experience February 2011 - July 2014
Job
Industry Financial Services
Experience
SunTrust Investment Services, Inc. February 2011 - July 2014
Primerica Financial Services January 2008 - February 2011
Etrade Financial October 2006 - December 2007
Etrade Financial July 2003 - October 2006
TD Ameritrade March 2002 - July 2003
TD Ameritrade October 1999 - March 2002
Skills
Series 24, Series 7, Series 63, series 66
Education
Georgia State University 2009 — 2012
Bachelors degree, Psychology
Brooklyn Technical High School 1991 — 1995
Regents Diploma, Social Sciences
SunTrust Investment Services, Inc. February 2011 - July 2014
Primerica Financial Services January 2008 - February 2011
Etrade Financial October 2006 - December 2007
Etrade Financial July 2003 - October 2006
TD Ameritrade March 2002 - July 2003
TD Ameritrade October 1999 - March 2002
Skills
Series 24, Series 7, Series 63, series 66
Education
Georgia State University 2009 — 2012
Bachelors degree, Psychology
Brooklyn Technical High School 1991 — 1995
Regents Diploma, Social Sciences
Heather S. Oliver's SunTrust Investment Services, Inc. Experience August 2012 - Present
Job Vice President | Financial Advisor at SunTrust Investment Services
Industry Financial Services
Experience
SunTrust Investment Services, Inc. August 2012 - Present
BankAtlantic April 2008 - August 2012
Morgan Stanley July 2006 - April 2008
Skills
Retirement Planning, Investment Strategies, Investments, Financial Services, Strategic Financial..., Portfolio Management, Finance, Financial Planning, Risk Management, Management
Education
Florida State University 1992 — 1996
Bachelors of Science, Business, Sales & Marketing
Florida State University
SunTrust Investment Services, Inc. August 2012 - Present
BankAtlantic April 2008 - August 2012
Morgan Stanley July 2006 - April 2008
Skills
Retirement Planning, Investment Strategies, Investments, Financial Services, Strategic Financial..., Portfolio Management, Finance, Financial Planning, Risk Management, Management
Education
Florida State University 1992 — 1996
Bachelors of Science, Business, Sales & Marketing
Florida State University
Seth Chadwick's SunTrust Investment Services, Inc. Experience August 2012 - Present
Job Vice President at SunTrust Investment Services, Inc.
Industry Financial Services
Experience
SunTrust Investment Services, Inc. August 2012 - Present
BB&T February 2010 - August 2012
Chase Investment Services Corp May 2009 - January 2010
First National Investment Services Co. March 2007 - July 2008
Community Bank of Naples November 2004 - December 2006
First National Wealth Management Co June 1999 - October 2004
Education
Edison Community College 1996 — 1997
N/A, Business and Finance
Lely High School
SunTrust Investment Services, Inc. August 2012 - Present
BB&T February 2010 - August 2012
Chase Investment Services Corp May 2009 - January 2010
First National Investment Services Co. March 2007 - July 2008
Community Bank of Naples November 2004 - December 2006
First National Wealth Management Co June 1999 - October 2004
Education
Edison Community College 1996 — 1997
N/A, Business and Finance
Lely High School
Kathy Bartlett's SunTrust Investment Services, Inc. Experience December 2004 - Present
Job Client Advisor/First Vice President
Industry Financial Services
Experience
SunTrust Bank December 2004 - Present
SunTrust Investment Services, Inc. December 2004 - Present
Education
College of Charleston 1994 — 1997
MPA, Public Administration
Simpson College 1984 — 1988
BA, Political Science
SunTrust Bank December 2004 - Present
SunTrust Investment Services, Inc. December 2004 - Present
Education
College of Charleston 1994 — 1997
MPA, Public Administration
Simpson College 1984 — 1988
BA, Political Science
Ted Danser's SunTrust Investment Services, Inc. Experience October 2010 - Present
Job Private Financial Advisor at SunTrust Investment Services, Inc.
Industry Financial Services
Experience
SunTrust Investment Services, Inc. October 2010 - Present
Merrill Lynch December 2008 - October 2010
ING March 2008 - October 2008
Merrill Lynch July 1999 - February 2008
Education
Furman University 1991 — 1995
Bachelor of Arts (B.A.), History
SunTrust Investment Services, Inc. October 2010 - Present
Merrill Lynch December 2008 - October 2010
ING March 2008 - October 2008
Merrill Lynch July 1999 - February 2008
Education
Furman University 1991 — 1995
Bachelor of Arts (B.A.), History
David McNeely, CFA's SunTrust Investment Services, Inc. Experience August 2005 - Present
Job Senior Investment Associate at SunTrust Investment Services, Inc.
Industry Financial Services
Experience
SunTrust Investment Services, Inc. August 2005 - Present
Education
Indiana State University - School of Business 1999 — 2004
Bachelors of Science, Finance, Accounting
SunTrust Investment Services, Inc. August 2005 - Present
Education
Indiana State University - School of Business 1999 — 2004
Bachelors of Science, Finance, Accounting
Marc Clayman's SunTrust Investment Services, Inc. Experience 2004 - Present
Job FVP, SunTrust Investment Services, Inc.
Industry Financial Services
Experience
SunTrust Investment Services, Inc. 2004 - Present
Skills
Portfolio Management, Finance, ERISA, Life Insurance, Sales, Management, Asset Management, Estate Planning, Equities, Wealth, Insurance, Banking, Relationship Management, Financial Analysis, Retirement Plan..., Investment Management, Variable Annuities, 401k Rollovers, Bonds, High Net Worth..., Roth IRA, Retirement Planning, Investments, 401k, Financial Services, Mutual Funds, Series 7, Series 63, Financial Planning, Asset Allocation, Investment Strategies, Retirement, Financial Advisory, Wealth Management, Investment Advisory, Risk Management, Employee Benefits, Alternative Investments, Securities
Education
Farmer School of Business, Miami University
Bachelor of Science (B.S.), Finance & Marketing
Miami University
SunTrust Investment Services, Inc. 2004 - Present
Skills
Portfolio Management, Finance, ERISA, Life Insurance, Sales, Management, Asset Management, Estate Planning, Equities, Wealth, Insurance, Banking, Relationship Management, Financial Analysis, Retirement Plan..., Investment Management, Variable Annuities, 401k Rollovers, Bonds, High Net Worth..., Roth IRA, Retirement Planning, Investments, 401k, Financial Services, Mutual Funds, Series 7, Series 63, Financial Planning, Asset Allocation, Investment Strategies, Retirement, Financial Advisory, Wealth Management, Investment Advisory, Risk Management, Employee Benefits, Alternative Investments, Securities
Education
Farmer School of Business, Miami University
Bachelor of Science (B.S.), Finance & Marketing
Miami University
David Benison's SunTrust Investment Services, Inc. Experience March 2014 - Present
Job Financial Advisor at Suntrust Investment Services, Inc.
Industry Financial Services
Experience
SunTrust Investment Services, Inc. March 2014 - Present
Fifth Third Securities October 2009 - March 2014
Skills
Financial Planning, Retirement Planning, Investment Review, Retirement Solutions, Estate Strategies, Wealth Management, LBGT Needs Planning, Risk Management, Investment Advice, College Planning, Managing Cashflow
Education
Rhode Island College 1991 — 1994
Bachelor of Applied Science (B.A.Sc.), Psychology, 3.8
University of Rhode Island 1989 — 1991
SunTrust Investment Services, Inc. March 2014 - Present
Fifth Third Securities October 2009 - March 2014
Skills
Financial Planning, Retirement Planning, Investment Review, Retirement Solutions, Estate Strategies, Wealth Management, LBGT Needs Planning, Risk Management, Investment Advice, College Planning, Managing Cashflow
Education
Rhode Island College 1991 — 1994
Bachelor of Applied Science (B.A.Sc.), Psychology, 3.8
University of Rhode Island 1989 — 1991
Sharon Callender's SunTrust Investment Services, Inc. Experience January 2007 - May 2007
Job Alternative Investment Specialist at SunTrust Bank, Inc.
Industry Financial Services
Experience
SunTrust Bank, Inc May 2007 - Present
SunTrust Investment Services, Inc. January 2007 - May 2007
SunTrust Investment Services, Inc. February 2004 - May 2007
H & R Block June 2003 - May 2007
Hard Tops, Inc December 2001 - June 2003
SG Cowen Securities Corp January 1998 - September 2001
Chase Mellon Shareholder Services January 1997 - January 1998
National Discount Brokers 1994 - 1996
Charles Schwab & Co, Inc 1988 - 1994
Skills
Trading Call Center, Securities Operations, Alternative Investments, Series 7, Series 63, Mutual Funds, Investments, Wealth Management, FINRA, Equities, Hedge Funds, Retirement, Fixed Income, Outlook, Microsoft Excel, Securities, Financial Analysis, Business Analysis, Credit, Administrative..., Financial Services
Education
Schwab University 1988 — 1994
Customer Service Support/Call Center/Teleservice Operation
Binghamton University 1987 — 1992
Bachelor of Science, Applied Social Science, English
SunTrust Bank, Inc May 2007 - Present
SunTrust Investment Services, Inc. January 2007 - May 2007
SunTrust Investment Services, Inc. February 2004 - May 2007
H & R Block June 2003 - May 2007
Hard Tops, Inc December 2001 - June 2003
SG Cowen Securities Corp January 1998 - September 2001
Chase Mellon Shareholder Services January 1997 - January 1998
National Discount Brokers 1994 - 1996
Charles Schwab & Co, Inc 1988 - 1994
Skills
Trading Call Center, Securities Operations, Alternative Investments, Series 7, Series 63, Mutual Funds, Investments, Wealth Management, FINRA, Equities, Hedge Funds, Retirement, Fixed Income, Outlook, Microsoft Excel, Securities, Financial Analysis, Business Analysis, Credit, Administrative..., Financial Services
Education
Schwab University 1988 — 1994
Customer Service Support/Call Center/Teleservice Operation
Binghamton University 1987 — 1992
Bachelor of Science, Applied Social Science, English
Alyssa Guerra, CFP®'s SunTrust Investment Services, Inc. Experience March 2006 - Present
Job Financial Advisor at SunTrust Investment Services, Inc.
Industry Financial Services
Experience
SunTrust Investment Services, Inc. March 2006 - Present
SunTrust Bank August 2003 - February 2006
Ocariz, Gitlin & Zomerfeld, LLP May 2001 - July 2003
Education
Florida International University - College of Business Administration 2005 — 2006
Master of Business Administration (M.B.A.), Finance, General
Florida International University - College of Business Administration 2001 — 2004
Bachelor of Business Administration (BBA), Finance, General
SunTrust Investment Services, Inc. March 2006 - Present
SunTrust Bank August 2003 - February 2006
Ocariz, Gitlin & Zomerfeld, LLP May 2001 - July 2003
Education
Florida International University - College of Business Administration 2005 — 2006
Master of Business Administration (M.B.A.), Finance, General
Florida International University - College of Business Administration 2001 — 2004
Bachelor of Business Administration (BBA), Finance, General
Brad Hager, CRPC®'s SunTrust Investment Services, Inc. Experience August 2010 - Present
Job Assistant Vice President Private Wealth Management at SunTrust Investment Services, Inc.
Industry Financial Services
Experience
SunTrust Investment Services, Inc. August 2010 - Present
Janney Montgomery Scott May 2006 - August 2010
Pierce & Edwards 1994 - 2010
Wachovia Securities, LLC August 1998 - May 2006
RBL&W 1992 - 1998
Skills
Account Management, Asset Allocation, Consulting, Finance, Investments, Management, Portfolio Management, Retirement Planning, Series 63, Strategic Financial..., Strategic Planning, Strategy, Wealth Management, Financial Services, Mutual Funds, Asset Management, Retirement, Strategic Partnerships, Risk Management, Banking
Education
Miami University
Bachelor of Science (B.S.), Accounting and Finance
SunTrust Investment Services, Inc. August 2010 - Present
Janney Montgomery Scott May 2006 - August 2010
Pierce & Edwards 1994 - 2010
Wachovia Securities, LLC August 1998 - May 2006
RBL&W 1992 - 1998
Skills
Account Management, Asset Allocation, Consulting, Finance, Investments, Management, Portfolio Management, Retirement Planning, Series 63, Strategic Financial..., Strategic Planning, Strategy, Wealth Management, Financial Services, Mutual Funds, Asset Management, Retirement, Strategic Partnerships, Risk Management, Banking
Education
Miami University
Bachelor of Science (B.S.), Accounting and Finance
Natalie Schmook's SunTrust Investment Services, Inc. Experience July 2006 - December 2013
Job Lucille Roberts Health Clubs, Georgia
Industry Health, Wellness and Fitness
Experience
Lucille Roberts Health Clubs December 2013 - Present
SunTrust Investment Services, Inc. July 2006 - December 2013
The Powell Group, LLC March 2000 - March 2007
Education
Rollins College 2001 — 2005
B.A., International Business
Rollins College - Crummer Graduate School of Business 2001 — 2005
Masters in Business Administration, Finance and Marketing
Lucille Roberts Health Clubs December 2013 - Present
SunTrust Investment Services, Inc. July 2006 - December 2013
The Powell Group, LLC March 2000 - March 2007
Education
Rollins College 2001 — 2005
B.A., International Business
Rollins College - Crummer Graduate School of Business 2001 — 2005
Masters in Business Administration, Finance and Marketing
Spencer Carpenter, MBA's SunTrust Investment Services, Inc. Experience December 2014 - Present
Job Financial Advisor Vice President at SunTrust Investment Services, Inc.
Industry Banking
Experience
SunTrust Investment Services, Inc. December 2014 - Present
BB&T September 2012 - December 2014
BankAtlantic December 2009 - September 2012
BankAtlantic April 2006 - December 2009
Education
Florida Atlantic University 2001 — 2005
Business
University of Phoenix
MBA, Business Administration
SunTrust Investment Services, Inc. December 2014 - Present
BB&T September 2012 - December 2014
BankAtlantic December 2009 - September 2012
BankAtlantic April 2006 - December 2009
Education
Florida Atlantic University 2001 — 2005
Business
University of Phoenix
MBA, Business Administration
Patrick Briggs's SunTrust Investment Services, Inc. Experience May 2002 - June 2007
Job Senior Vice President and Regional Brokerage Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC June 2007 - Present
SunTrust Investment Services, Inc. May 2002 - June 2007
International Paper 1994 - 1996
Skills
Investments, Insurance, Equities, Asset Allocation, Alternative Investments, Strategy, Mutual Funds, Retirement Planning, Mergers & Acquisitions, Estate Planning, Financial Analysis, Strategic Planning, Relationship Management, Risk Management
Education
University of Tennessee College of Law 1996 — 1999
Doctor of Law (JD)
Cornell University 1990 — 1994
B.S., Charles H. Dyson School of Applied Economics and Management
Mayflower Society, Member
Descendant of Pilgrim, John Alden - c. 1599-1687 (1620 Voyage Crew)
Wells Fargo Advisors, LLC June 2007 - Present
SunTrust Investment Services, Inc. May 2002 - June 2007
International Paper 1994 - 1996
Skills
Investments, Insurance, Equities, Asset Allocation, Alternative Investments, Strategy, Mutual Funds, Retirement Planning, Mergers & Acquisitions, Estate Planning, Financial Analysis, Strategic Planning, Relationship Management, Risk Management
Education
University of Tennessee College of Law 1996 — 1999
Doctor of Law (JD)
Cornell University 1990 — 1994
B.S., Charles H. Dyson School of Applied Economics and Management
Mayflower Society, Member
Descendant of Pilgrim, John Alden - c. 1599-1687 (1620 Voyage Crew)
Jared Dollar's SunTrust Investment Services, Inc. Experience September 2011 - Present
Job Financial Advisor with SunTrust Investment Services, Inc.
Industry Financial Services
Experience
SunTrust Investment Services, Inc. September 2011 - Present
Merrill Lynch May 2007 - September 2011
Morgan Stanley January 1999 - May 2007
Education
Flagler College 1997 — 1999
BA, Finance and Economics
SunTrust Investment Services, Inc. September 2011 - Present
Merrill Lynch May 2007 - September 2011
Morgan Stanley January 1999 - May 2007
Education
Flagler College 1997 — 1999
BA, Finance and Economics
Jorge Miguel Alvarez, CFP®'s SunTrust Investment Services, Inc. Experience December 1997 - Present
Job First Vice President and Financial Advisor at SunTrust Investment Services, Inc.
Industry Investment Management
Experience
SunTrust Investment Services, Inc. December 1997 - Present
Barnett Investments December 1995 - December 1997
Education
Florida International University - College of Business 1992 — 1997
Bachelor of Business Administration, Finance, International Business
Christopher Columbus 1987 — 1991
High School
SunTrust Investment Services, Inc. December 1997 - Present
Barnett Investments December 1995 - December 1997
Education
Florida International University - College of Business 1992 — 1997
Bachelor of Business Administration, Finance, International Business
Christopher Columbus 1987 — 1991
High School
Jason Zabawa's SunTrust Investment Services, Inc. Experience August 2012 - September 2015
Job Financial Advisor in Sarasota, FL
Industry Banking
Experience
Wells Fargo Advisors September 2015 - Present
SunTrust Investment Services, Inc. August 2012 - September 2015
PNC Investments September 2010 - May 2011
SUN FINANCIAL SERVICES / INVEST FINANCIAL CORP February 2010 - September 2010
WACHOVIA BANK May 2006 - March 2010
Staples Business Advantage October 2004 - March 2006
Education
Rider University 1998 — 2002
Communications / Journalism
Wells Fargo Advisors September 2015 - Present
SunTrust Investment Services, Inc. August 2012 - September 2015
PNC Investments September 2010 - May 2011
SUN FINANCIAL SERVICES / INVEST FINANCIAL CORP February 2010 - September 2010
WACHOVIA BANK May 2006 - March 2010
Staples Business Advantage October 2004 - March 2006
Education
Rider University 1998 — 2002
Communications / Journalism
Kris Funkhouser's SunTrust Investment Services, Inc. Experience October 2004 - Present
Job Senior Vice President, Private Financial Advisor at SunTrust Investment Services, Inc.
Industry Investment Management
Experience
SunTrust Investment Services, Inc. October 2004 - Present
Ameriprise Financial Services, Inc. February 1998 - October 2004
Skills
Retirement Planning, Financial Planning, Portfolio Management, Investments, Finance, Financial Services, Investment Management, Risk Management, Series 7, Mutual Funds
Education
Florida State University 1993 — 1997
SunTrust Investment Services, Inc. October 2004 - Present
Ameriprise Financial Services, Inc. February 1998 - October 2004
Skills
Retirement Planning, Financial Planning, Portfolio Management, Investments, Finance, Financial Services, Investment Management, Risk Management, Series 7, Mutual Funds
Education
Florida State University 1993 — 1997
Julius Williams, III's SunTrust Investment Services, Inc. Experience 2015 - Present
Job Compliance Director Internal Investigations & Regulatory Response
Industry Financial Services
Experience
SunTrust Investment Services, Inc. 2015 - Present
Regions Financial Corporation November 2011 - January 2015
BBVA Compass October 2010 - November 2011
Regions Financial Corporation November 2006 - October 2010
AmSouth Investment Services November 2003 - November 2006
Salomon Smith Barney 1999 - 2002
Skills
Compliance, Risk Management, Securities, Series 7, Series 63, Investments
Education
Nova Southeastern University 1996 — 1998
MBA, Business-General
Tuskegee University 1985 — 1989
B.S., Accounting
SunTrust Investment Services, Inc. 2015 - Present
Regions Financial Corporation November 2011 - January 2015
BBVA Compass October 2010 - November 2011
Regions Financial Corporation November 2006 - October 2010
AmSouth Investment Services November 2003 - November 2006
Salomon Smith Barney 1999 - 2002
Skills
Compliance, Risk Management, Securities, Series 7, Series 63, Investments
Education
Nova Southeastern University 1996 — 1998
MBA, Business-General
Tuskegee University 1985 — 1989
B.S., Accounting
Christopher Fluehr's SunTrust Investment Services, Inc. Experience February 1999 - May 2010
Job Branch Manager, Financial Advisor at Raymond James Financial Services Inc., 301 Yamato Road ,Suite #3160
Industry Financial Services
Experience
Raymond James Financial Services, Inc. May 2014 - Present
Wells Fargo Advisors LLC 2010 - May 2014
SunTrust Investment Services, Inc. February 1999 - May 2010
Skills
Wealth Management, Retirement Planning, Investments, Insurance, Investment Advisory, Financial Planning, Finance, Series 7, Asset Allocation, Portfolio Management, Mutual Funds, Banking, Series 63
Education
Florida State University 1973 — 1975
Bachelor's Degree, Business Administration, Management and Real Estate
Raymond James Financial Services, Inc. May 2014 - Present
Wells Fargo Advisors LLC 2010 - May 2014
SunTrust Investment Services, Inc. February 1999 - May 2010
Skills
Wealth Management, Retirement Planning, Investments, Insurance, Investment Advisory, Financial Planning, Finance, Series 7, Asset Allocation, Portfolio Management, Mutual Funds, Banking, Series 63
Education
Florida State University 1973 — 1975
Bachelor's Degree, Business Administration, Management and Real Estate
Samuel Oakley's SunTrust Investment Services, Inc. Experience February 1984 - Present
Job The Oakley Group Senior Vice President
Industry Financial Services
Experience
SunTrust Investment Services, Inc. February 1984 - Present
Education
University of Tennessee-Knoxville 1975 — 1980
Bachelor's Degree, BS in Business Administration and Marketing from the Haslam School of Business, Graduated with Honors in Marketing
Hillsboro High School - Nashville, TN 1973 — 1975
High School
Louisiana State University
Graduate of LSU Graduate School of Banking - 1992
SunTrust Investment Services, Inc. February 1984 - Present
Education
University of Tennessee-Knoxville 1975 — 1980
Bachelor's Degree, BS in Business Administration and Marketing from the Haslam School of Business, Graduated with Honors in Marketing
Hillsboro High School - Nashville, TN 1973 — 1975
High School
Louisiana State University
Graduate of LSU Graduate School of Banking - 1992
Vance Hicks's SunTrust Investment Services, Inc. Experience December 2001 - June 2006
Job Regional Vice President at BNY Mellon/Dreyfus
Industry Financial Services
Experience
Dreyfus Investments July 2014 - Present
AXA July 2013 - July 2014
Allianz Life June 2010 - July 2013
First Trust Portfolios June 2006 - September 2010
SunTrust Investment Services, Inc. December 2001 - June 2006
Skills
Mutual Funds, ETFs, Equities, Fixed Income, Asset Management, Portfolio Management, Wealth Management, Asset Allocation, Alternative Investments, Investment Strategies, Hedge Funds
Education
The George Washington University - School of Business 1988 — 1989
Bachelor of Business Administration (BBA), Accounting and Finance
University of Maryland College Park 1984 — 1988
Finance, General
Dreyfus Investments July 2014 - Present
AXA July 2013 - July 2014
Allianz Life June 2010 - July 2013
First Trust Portfolios June 2006 - September 2010
SunTrust Investment Services, Inc. December 2001 - June 2006
Skills
Mutual Funds, ETFs, Equities, Fixed Income, Asset Management, Portfolio Management, Wealth Management, Asset Allocation, Alternative Investments, Investment Strategies, Hedge Funds
Education
The George Washington University - School of Business 1988 — 1989
Bachelor of Business Administration (BBA), Accounting and Finance
University of Maryland College Park 1984 — 1988
Finance, General
Eddie Gerlach's SunTrust Investment Services, Inc. Experience August 2006 - November 2007
Job Entry Level Java Developer
Industry Information Technology and Services
Experience
4 Consulting Inc. October 2014 - February 2015
Landstar November 2007 - September 2014
SunTrust Investment Services, Inc. August 2006 - November 2007
Morgan Stanley Investment Management March 2005 - July 2006
Ameriprise Financial Services, Inc. October 2002 - November 2003
Compass Financial April 2001 - April 2002
Skills
Customer Service, Transportation, Sales Management, Freight Forwarding, Logistics, Operations Management, Inventory Management, Budgets, Inventory Control, Transportation..., Account Management, 3PL, Warehousing, Supply Chain, Management, Negotiation, Fleet Management, Air Freight, Truckload, Customer Satisfaction, International Logistics, Sales, Team Building, LTL, New Business Development, Trucking, Logistics Management, Purchasing, Sales Operations, Supply Chain Management, Distribution Center..., Freight, Shipping, Pricing, Contract Negotiation, Dispatching, Container, Truck, Export, Flatbed, P&L Management, Java
Education
Kansas State University 1987 — 1987
N/A, Computer Science, B
Northwest Senior High School 1980 — 1982
Graduate, College Preparatory, 3.25 GPA
4 Consulting Inc. October 2014 - February 2015
Landstar November 2007 - September 2014
SunTrust Investment Services, Inc. August 2006 - November 2007
Morgan Stanley Investment Management March 2005 - July 2006
Ameriprise Financial Services, Inc. October 2002 - November 2003
Compass Financial April 2001 - April 2002
Skills
Customer Service, Transportation, Sales Management, Freight Forwarding, Logistics, Operations Management, Inventory Management, Budgets, Inventory Control, Transportation..., Account Management, 3PL, Warehousing, Supply Chain, Management, Negotiation, Fleet Management, Air Freight, Truckload, Customer Satisfaction, International Logistics, Sales, Team Building, LTL, New Business Development, Trucking, Logistics Management, Purchasing, Sales Operations, Supply Chain Management, Distribution Center..., Freight, Shipping, Pricing, Contract Negotiation, Dispatching, Container, Truck, Export, Flatbed, P&L Management, Java
Education
Kansas State University 1987 — 1987
N/A, Computer Science, B
Northwest Senior High School 1980 — 1982
Graduate, College Preparatory, 3.25 GPA
Stephen Tucci's SunTrust Investment Services, Inc. Experience March 2012 - Present
Job Financial Advisor Delivering Personalized Financial Planning and Advice
Industry Financial Services
Experience
SunTrust Investment Services, Inc. March 2012 - Present
BankUnited October 2010 - March 2012
PNC November 2007 - October 2010
Skills
Asset Management, Wealth Planning, Investments, Investment Review, Planning for Major..., Retirement Income..., Retirement Solutions, Investment Strategies, Investment Advisory, Portfolio Review, Financial Analysis, Wealth Transfer, Estate Strategies, Special Needs Planning, Investment Advice, Risk Management, Risk Assessment, Education Planning, Asset Allocation, Financial Advice, Managing Cashflow, Financial Planning
Education
Rockhurst University 2000 — 2004
Bachelor of Science in Business Administration, Finance/Economics
SunTrust Investment Services, Inc. March 2012 - Present
BankUnited October 2010 - March 2012
PNC November 2007 - October 2010
Skills
Asset Management, Wealth Planning, Investments, Investment Review, Planning for Major..., Retirement Income..., Retirement Solutions, Investment Strategies, Investment Advisory, Portfolio Review, Financial Analysis, Wealth Transfer, Estate Strategies, Special Needs Planning, Investment Advice, Risk Management, Risk Assessment, Education Planning, Asset Allocation, Financial Advice, Managing Cashflow, Financial Planning
Education
Rockhurst University 2000 — 2004
Bachelor of Science in Business Administration, Finance/Economics
Jay Duncan's SunTrust Investment Services, Inc. Experience December 2013 - Present
Job Vice President Private Financial Advisor at SunTrust Investment Services, Inc.
Industry Financial Services
Experience
SunTrust Investment Services, Inc. December 2013 - Present
Merrill Lynch March 2004 - December 2013
Southtrust Investment services March 1999 - March 2004
SunTrust Investment Services, Inc. February 1994 - March 1999
Education
Columbus State University 1992 — 1995
Master of Business Administration (MBA), mba
The University of Georgia 1984 — 1989
Economics, Economics
SunTrust Investment Services, Inc. December 2013 - Present
Merrill Lynch March 2004 - December 2013
Southtrust Investment services March 1999 - March 2004
SunTrust Investment Services, Inc. February 1994 - March 1999
Education
Columbus State University 1992 — 1995
Master of Business Administration (MBA), mba
The University of Georgia 1984 — 1989
Economics, Economics
Chuck Held's SunTrust Investment Services, Inc. Experience July 2011 - Present
Job Officer/Financial Advisor at SunTrust Investment Services, Inc.
Industry Financial Services
Experience
SunTrust Investment Services, Inc. July 2011 - Present
Allianz 2008 - 2010
Genworth Financial 2006 - 2008
Prudential Financial 2004 - 2006
ING 1998 - 2003
Education
Syracuse University - Martin J. Whitman School of Management 1992 — 1996
BS, Finance, Marketing
SunTrust Investment Services, Inc. July 2011 - Present
Allianz 2008 - 2010
Genworth Financial 2006 - 2008
Prudential Financial 2004 - 2006
ING 1998 - 2003
Education
Syracuse University - Martin J. Whitman School of Management 1992 — 1996
BS, Finance, Marketing
Kristol Luke's SunTrust Investment Services, Inc. Experience November 2009 - October 2012
Job Vice President, Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management November 2012 - Present
SunTrust Investment Services, Inc. November 2009 - October 2012
Education
Hampton University
BS, Finance
Morgan Stanley Wealth Management November 2012 - Present
SunTrust Investment Services, Inc. November 2009 - October 2012
Education
Hampton University
BS, Finance
Brian Killory, CFP®'s SunTrust Investment Services, Inc. Experience September 2010 - February 2012
Job Vice President and Institutional Portfolio Manager
Industry Financial Services
Experience
SunTrust Bank January 2012 - Present
SunTrust Investment Services, Inc. September 2010 - February 2012
SunTrust Bank December 2000 - October 2003
Webber International University August 1996 - July 1999
SunTrust Bank May 1987 - August 1996
Skills
Portfolio Management, Investments, Corporate Finance, Banking, Credit, Finance, Wealth Management, Credit Analysis, Capital Markets, Asset Management, Equities, Alternative Investments
Education
Nova Southeastern University 1994 — 1999
DBA, Finance
Florida Southern College 1987 — 1989
MBA, Business
Stetson University 1984 — 1987
BBA, Finance
SunTrust Bank January 2012 - Present
SunTrust Investment Services, Inc. September 2010 - February 2012
SunTrust Bank December 2000 - October 2003
Webber International University August 1996 - July 1999
SunTrust Bank May 1987 - August 1996
Skills
Portfolio Management, Investments, Corporate Finance, Banking, Credit, Finance, Wealth Management, Credit Analysis, Capital Markets, Asset Management, Equities, Alternative Investments
Education
Nova Southeastern University 1994 — 1999
DBA, Finance
Florida Southern College 1987 — 1989
MBA, Business
Stetson University 1984 — 1987
BBA, Finance
Lynn Harkleroad's SunTrust Investment Services, Inc. Experience February 1998 - Present
Job Financial Advisor at SunTrust Investment Services,Inc.
Industry Financial Services
Experience
SunTrust Investment Services, Inc. February 1998 - Present
Education
Clemson University 1989 — 1991
Master of Business Administration (MBA)
Western Carolina University 1983 — 1987
BSBA, Finance, General
SunTrust Investment Services, Inc. February 1998 - Present
Education
Clemson University 1989 — 1991
Master of Business Administration (MBA)
Western Carolina University 1983 — 1987
BSBA, Finance, General
Stephen Derengowski's SunTrust Investment Services, Inc. Experience April 2015 - Present
Job IA at SunTrust Investment Services
Industry Information Services
Experience
SunTrust Investment Services, Inc. April 2015 - Present
American Honda Financial June 2012 - July 2012
LexisNexis March 2012 - May 2012
BURRITO GORILLA - John's June 2011 - September 2011
MENCHIES July 2010 - June 2011
Skills
Time Management, Public Speaking
Education
Georgia Southern University 2003 — 2010
BA, Philosophy
Georgia Southern University 2003 — 2010
BA, Theater
SunTrust Investment Services, Inc. April 2015 - Present
American Honda Financial June 2012 - July 2012
LexisNexis March 2012 - May 2012
BURRITO GORILLA - John's June 2011 - September 2011
MENCHIES July 2010 - June 2011
Skills
Time Management, Public Speaking
Education
Georgia Southern University 2003 — 2010
BA, Philosophy
Georgia Southern University 2003 — 2010
BA, Theater
JuWanda Turner's SunTrust Investment Services, Inc. Experience August 2008 - Present
Job Systems Procedures Analyst
Industry Financial Services
Experience
SunTrust Investment Services, Inc. August 2008 - Present
Verizon 2005 - 2008
Education
Bellevue University 2013 — 2015
Master of Business Administration (MBA), Project Management
STB/Enterprise Certification Program 2013 — 2013
Lean Six Sigma Certification, Lean Six Sigma, 100%
Saint Pauls College 2009 — 2011
Bachelor of Applied Science (BASc), Executive Business Administration, 4.0
SunTrust Investment Services, Inc. August 2008 - Present
Verizon 2005 - 2008
Education
Bellevue University 2013 — 2015
Master of Business Administration (MBA), Project Management
STB/Enterprise Certification Program 2013 — 2013
Lean Six Sigma Certification, Lean Six Sigma, 100%
Saint Pauls College 2009 — 2011
Bachelor of Applied Science (BASc), Executive Business Administration, 4.0
Tonya Lee-Willis's SunTrust Investment Services, Inc. Experience March 1996 - Present
Job Investment Associate at SunTrust Investment Services, Inc.
Industry Financial Services
Experience
SunTrust Investment Services, Inc. March 1996 - Present
Tri-County Community Association 2000 - 2009
Bank South Investment Services January 1994 - March 1996
NationsBanc Securities Inc December 1992 - January 1994
Education
Georgia Southern University - College of Business Administration 1986 — 1991
Bachelor of Science (B.S.), Finance, General
SunTrust Investment Services, Inc. March 1996 - Present
Tri-County Community Association 2000 - 2009
Bank South Investment Services January 1994 - March 1996
NationsBanc Securities Inc December 1992 - January 1994
Education
Georgia Southern University - College of Business Administration 1986 — 1991
Bachelor of Science (B.S.), Finance, General
Hank Ammons's SunTrust Investment Services, Inc. Experience July 2013 - Present
Job Financial Advisor Helping Clients Achieve Their Financial Goals
Industry Financial Services
Experience
SunTrust Investment Services, Inc. July 2013 - Present
SunTrust Investment Services, Inc. August 1994 - June 2013
First Tennessee Bank February 1983 - December 1989
University of Tennessee September 1977 - June 1981
Skills
Investments, Retirement Planning, Asset Allocation, Investment Advice, Retirement Income..., Investment Review, Asset Management, Investment Strategies
Education
University of Tennessee-Knoxville 1974 — 1976
Master of Business Administration (M.B.A.), Accounting and Finance
University of Tennessee-Knoxville - College of Business Administration
Bachelor of Science (BS), Accounting and Economics
SunTrust Investment Services, Inc. July 2013 - Present
SunTrust Investment Services, Inc. August 1994 - June 2013
First Tennessee Bank February 1983 - December 1989
University of Tennessee September 1977 - June 1981
Skills
Investments, Retirement Planning, Asset Allocation, Investment Advice, Retirement Income..., Investment Review, Asset Management, Investment Strategies
Education
University of Tennessee-Knoxville 1974 — 1976
Master of Business Administration (M.B.A.), Accounting and Finance
University of Tennessee-Knoxville - College of Business Administration
Bachelor of Science (BS), Accounting and Economics
Keith Rothman's SunTrust Investment Services, Inc. Experience November 2011 - Present
Job Vice President , Financial Advisor at Suntrust Investment Services
Industry Financial Services
Experience
SunTrust Investment Services, Inc. November 2011 - Present
Education
Ohio University 1980 — 1984
Master of Business Administration (MBA), Accounting and Finance
SunTrust Investment Services, Inc. November 2011 - Present
Education
Ohio University 1980 — 1984
Master of Business Administration (MBA), Accounting and Finance
Chris Zabik's SunTrust Investment Services, Inc. Experience April 1998 - May 2001
Job Senior Operations Manager at PNC Investments
Industry Financial Services
Experience
PNC Investments November 2009 - Present
PNC Investments November 2009 - Present
Natcity Investments September 2007 - November 2009
Wachovia Secutities May 2001 - September 2007
SunTrust Investment Services, Inc. April 1998 - May 2001
Skills
Banking, Risk Management, Portfolio Management, Mutual Funds, Investments, Wealth Management, Management, Relationship Management, Securities, Series 7, Asset Management, Credit, Asset Allocation
Education
Kent State University 1987 — 1991
Bachelor's degree, Finance, General
PNC Investments November 2009 - Present
PNC Investments November 2009 - Present
Natcity Investments September 2007 - November 2009
Wachovia Secutities May 2001 - September 2007
SunTrust Investment Services, Inc. April 1998 - May 2001
Skills
Banking, Risk Management, Portfolio Management, Mutual Funds, Investments, Wealth Management, Management, Relationship Management, Securities, Series 7, Asset Management, Credit, Asset Allocation
Education
Kent State University 1987 — 1991
Bachelor's degree, Finance, General
Justin Flowers's SunTrust Investment Services, Inc. Experience January 2008 - Present
Job Financial Advisor Delivering Personalized Financial Planning and Advice
Industry Investment Management
Experience
SunTrust Investment Services, Inc. January 2008 - Present
Education
Furman University
Bachelor of Business Administration (B.B.A.)
SunTrust Investment Services, Inc. January 2008 - Present
Education
Furman University
Bachelor of Business Administration (B.B.A.)
Niklas Westin's SunTrust Investment Services, Inc. Experience May 2015 - Present
Job Student at The Ohio State University
Industry Accounting
Experience
SunTrust Investment Services, Inc. May 2015 - Present
SunTrust Investment Services, Inc. May 2015 - Present
Trustcore May 2014 - May 2014
Skills
Financial Analysis, Microsoft Excel
Education
The Ohio State University 2013 — 2017
Finance, Accounting and Finance
SunTrust Investment Services, Inc. May 2015 - Present
SunTrust Investment Services, Inc. May 2015 - Present
Trustcore May 2014 - May 2014
Skills
Financial Analysis, Microsoft Excel
Education
The Ohio State University 2013 — 2017
Finance, Accounting and Finance
Kate Schoff's SunTrust Investment Services, Inc. Experience 2003 - 2009
Job Financial Advisor
Industry Financial Services
Experience
Wells Fargo Advisors 2009 - Present
SunTrust Investment Services, Inc. 2003 - 2009
Peoples Securities, Inc 1999 - 2002
Education
Skidmore College
Bachelor of Arts (B.A.), History and Business
Wells Fargo Advisors 2009 - Present
SunTrust Investment Services, Inc. 2003 - 2009
Peoples Securities, Inc 1999 - 2002
Education
Skidmore College
Bachelor of Arts (B.A.), History and Business
Bruno Peraza's SunTrust Investment Services, Inc. Experience December 2005 - August 2010
Job President/Financial Advisor at Peraza Global Wealth Strategies
Industry Financial Services
Experience
Peraza Global Wealth Strategies December 2014 - Present
Wells Fargo Advisors August 2010 - November 2014
SunTrust Investment Services, Inc. December 2005 - August 2010
Skills
Investments, Portfolio Management, Management, Asset Management, Wealth Management, Mutual Funds, Finance, Sales, Financial Planning, Leadership
Education
Florida International University
Finance
Miami Dade College
Associate's degree in Business Administration
Peraza Global Wealth Strategies December 2014 - Present
Wells Fargo Advisors August 2010 - November 2014
SunTrust Investment Services, Inc. December 2005 - August 2010
Skills
Investments, Portfolio Management, Management, Asset Management, Wealth Management, Mutual Funds, Finance, Sales, Financial Planning, Leadership
Education
Florida International University
Finance
Miami Dade College
Associate's degree in Business Administration
Fatema Omar's SunTrust Investment Services, Inc. Experience March 1998 - December 2000
Job Business Analysis Manager at Fannie Mae
Industry Financial Services
Experience
Fannie Mae September 2014 - Present
Fannie Mae October 2004 - September 2014
Fannie Mae July 2002 - October 2004
NAI January 2001 - July 2002
SunTrust Investment Services, Inc. March 1998 - December 2000
SunTrust February 1995 - March 1998
Skills
People Management, Project Management, Process Management, Financial Analysis, Business /System..., Data Analysis, SDLC..., System/ User..., Internal Controls, SOX Compliance, Internal Audit, Policy/Procedure..., Waterfall and Agile...
Education
George Mason University
Bachelor’s Degree, International Finance, Minor: Economics
Fannie Mae September 2014 - Present
Fannie Mae October 2004 - September 2014
Fannie Mae July 2002 - October 2004
NAI January 2001 - July 2002
SunTrust Investment Services, Inc. March 1998 - December 2000
SunTrust February 1995 - March 1998
Skills
People Management, Project Management, Process Management, Financial Analysis, Business /System..., Data Analysis, SDLC..., System/ User..., Internal Controls, SOX Compliance, Internal Audit, Policy/Procedure..., Waterfall and Agile...
Education
George Mason University
Bachelor’s Degree, International Finance, Minor: Economics
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY