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
Vik Shah Vik Shah's SunTrust Investment Services, Inc. Experience July 2000 - Present
Job Vice President, Financial Advisor at SunTrust Investment Services Inc.
Industry Financial Services
Experience
SunTrust Investment Services Inc. July 2000 - Present
International Assets Advisory Corp June 1995 - July 2000
T. Rowe Price September 1991 - June 1995
Education
The Johns Hopkins University 1987 — 1991
Bachelor of Arts (B.A.), Economics
SunTrust Investment Services Inc. July 2000 - Present
International Assets Advisory Corp June 1995 - July 2000
T. Rowe Price September 1991 - June 1995
Education
The Johns Hopkins University 1987 — 1991
Bachelor of Arts (B.A.), Economics
Russell Blum Russell Blum's SunTrust Investment Services, Inc. Experience July 2015 - Present
Job Private Financial Advisor at SunTrust Investment Services, Inc.
Industry Financial Services
Experience
SunTrust Investment Services, Inc. July 2015 - Present
Wells Fargo Advisors, LLC January 2001 - July 2015
Smith Barney August 1984 - January 2001
Education
State University of New York at Buffalo 1975 — 1979
Bachelor's of Science Degree, Business
Great Neck North High School 1970 — 1974
SunTrust Investment Services, Inc. July 2015 - Present
Wells Fargo Advisors, LLC January 2001 - July 2015
Smith Barney August 1984 - January 2001
Education
State University of New York at Buffalo 1975 — 1979
Bachelor's of Science Degree, Business
Great Neck North High School 1970 — 1974
Kevin Burnett.Kevin Kevin Burnett.Kevin's SunTrust Investment Services, Inc. Experience November 2007 - Present
Job Financial Advisor at SunTrust Investment Services Inc
Industry
Experience
SunTrust Investment Services Inc November 2007 - Present
BB&T 2005 - 2007
BB&T 2005 - 2007
Jackson 2001 - 2002
Transamerica 2000 - 2001
Prudential Financial 1996 - 2000
Skills
Asset Management
Education
University of Connecticut 1990 — 1994
B.A. Communication Arts
SunTrust Investment Services Inc November 2007 - Present
BB&T 2005 - 2007
BB&T 2005 - 2007
Jackson 2001 - 2002
Transamerica 2000 - 2001
Prudential Financial 1996 - 2000
Skills
Asset Management
Education
University of Connecticut 1990 — 1994
B.A. Communication Arts
Daniel Goeckel Daniel Goeckel's SunTrust Investment Services, Inc. Experience May 2015 - Present
Job Business Analyst at SunTrust Investment Services
Industry Financial Services
Experience
SunTrust Investment Services, Inc. May 2015 - Present
Sullivan & Schlieman Wealth Management May 2014 - February 2015
University of Georgia May 2014 - January 2015
Verdeeco May 2013 - May 2014
Skills
Series 7, Microsoft Office, Marketing, Leadership, Time Management
Education
University of Georgia - Terry College of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance
SunTrust Investment Services, Inc. May 2015 - Present
Sullivan & Schlieman Wealth Management May 2014 - February 2015
University of Georgia May 2014 - January 2015
Verdeeco May 2013 - May 2014
Skills
Series 7, Microsoft Office, Marketing, Leadership, Time Management
Education
University of Georgia - Terry College of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance
Kathy Carr Kathy Carr's SunTrust Investment Services, Inc. Experience 2006 - Present
Job First Vice President, Client Advisor at SunTrust Bank
Industry Banking
Experience
SunTrust Investment Services, Inc. 2006 - Present
SunTrust Bank 2002 - Present
Education
University of Florida 2001 — 2002
Master of Science (M.S.), Business Management
University of Florida 1997 — 2001
Bachelor of Science (BS), Advertising, Business
SunTrust Investment Services, Inc. 2006 - Present
SunTrust Bank 2002 - Present
Education
University of Florida 2001 — 2002
Master of Science (M.S.), Business Management
University of Florida 1997 — 2001
Bachelor of Science (BS), Advertising, Business
Donovan Mufdi Donovan Mufdi's SunTrust Investment Services, Inc. Experience January 2015 - July 2015
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2015 - Present
SunTrust Investment Services, Inc. January 2015 - July 2015
SunTrust Investment Services, Inc. June 2008 - December 2014
SunTrust Investment Services, Inc. January 2007 - June 2008
SunTrust Bank August 2005 - January 2007
Skills
Financial Planning, Retirement Planning, Investment Advisory, Budgeting, College Education..., Mutual Funds, Annuity Sales, Wealth Transfer, Risk Management, Insurance Planning
Education
University of Florida 1997 — 2001
Bachelor of Arts (B.A.), International Relations and Affairs
Edward Jones July 2015 - Present
SunTrust Investment Services, Inc. January 2015 - July 2015
SunTrust Investment Services, Inc. June 2008 - December 2014
SunTrust Investment Services, Inc. January 2007 - June 2008
SunTrust Bank August 2005 - January 2007
Skills
Financial Planning, Retirement Planning, Investment Advisory, Budgeting, College Education..., Mutual Funds, Annuity Sales, Wealth Transfer, Risk Management, Insurance Planning
Education
University of Florida 1997 — 2001
Bachelor of Arts (B.A.), International Relations and Affairs
John Gagliardi John Gagliardi's SunTrust Investment Services, Inc. Experience August 2009 - October 2014
Job Regional Manager at M&T Securities, Inc
Industry Financial Services
Experience
M&T Securities, Inc October 2014 - Present
SunTrust Investment Services, Inc August 2009 - October 2014
Banc of America Investments February 2008 - February 2009
Citigroup 2005 - 2008
Citicorp Investment Services 2005 - 2008
Smith Barney 2005 - 2008
Citi 2006 - 2007
SunTrust Investment Services 2000 - 2005
PaineWebber 1987 - 1993
Skills
Finance, Management, Credit, Mutual Funds, Portfolio Management, Retirement Planning, Banking, Leadership, Financial Services, Financial Planning, Series 63, Risk Management, Sales, Securities
Education
Salem International University 1984 — 1987
BS, Business Magement
M&T Securities, Inc October 2014 - Present
SunTrust Investment Services, Inc August 2009 - October 2014
Banc of America Investments February 2008 - February 2009
Citigroup 2005 - 2008
Citicorp Investment Services 2005 - 2008
Smith Barney 2005 - 2008
Citi 2006 - 2007
SunTrust Investment Services 2000 - 2005
PaineWebber 1987 - 1993
Skills
Finance, Management, Credit, Mutual Funds, Portfolio Management, Retirement Planning, Banking, Leadership, Financial Services, Financial Planning, Series 63, Risk Management, Sales, Securities
Education
Salem International University 1984 — 1987
BS, Business Magement
Charles Weinrich AWMA® Charles Weinrich AWMA®'s SunTrust Investment Services, Inc. Experience 2011 - Present
Job Senior Vice President, Private Financial Advisor at SunTrust Investment Services Inc
Industry Financial Services
Experience
SunTrust Investment Services Inc. 2011 - Present
Fifth Third Private Bank May 2006 - May 2011
Citicorp Investment Services Inc. August 2001 - May 2006
CFS Investments Inc./ CFS Bank June 1997 - August 2001
Gladstone, Keating, and Nussbaum May 1996 - June 1997
Skills
Financial Planning, Investment Management, Risk Management, Retirement Planning, Retirement Income..., Estate Strategies, Global Wealth Management, Education Planning, Cash Flow Management, Debt Management
Education
Stony Brook University 1991 — 1993
Bachelor of Science
Virginia Wesleyan College 1989 — 1991
SunTrust Investment Services Inc. 2011 - Present
Fifth Third Private Bank May 2006 - May 2011
Citicorp Investment Services Inc. August 2001 - May 2006
CFS Investments Inc./ CFS Bank June 1997 - August 2001
Gladstone, Keating, and Nussbaum May 1996 - June 1997
Skills
Financial Planning, Investment Management, Risk Management, Retirement Planning, Retirement Income..., Estate Strategies, Global Wealth Management, Education Planning, Cash Flow Management, Debt Management
Education
Stony Brook University 1991 — 1993
Bachelor of Science
Virginia Wesleyan College 1989 — 1991
Britt Kimel Britt Kimel's SunTrust Investment Services, Inc. Experience February 2003 - Present
Job Financial Advisor Helping Clients Achieve Their Financial Goals
Industry Financial Services
Experience
SunTrust Investment Services, Inc. February 2003 - Present
RBC Centura Securities, RBC Dain Rauscher 1993 - 2003
Merrill Lynch 1991 - 1993
Education
University of North Carolina at Greensboro 1979 — 1983
B.S., Business Administration, Economics
SunTrust Investment Services, Inc. February 2003 - Present
RBC Centura Securities, RBC Dain Rauscher 1993 - 2003
Merrill Lynch 1991 - 1993
Education
University of North Carolina at Greensboro 1979 — 1983
B.S., Business Administration, Economics
Roy E. Kelsey, CRPC® Roy E. Kelsey, CRPC®'s SunTrust Investment Services, Inc. Experience January 2005 - July 2009
Job Owner of SkyView Wealth Management, LLC
Industry Financial Services
Experience
SkyView Wealth Management, LLC January 2013 - Present
Wells Fargo Advisors July 2009 - January 2013
SunTrust Investment Services, Inc. January 2005 - July 2009
G. A. Repple & Company May 2004 - January 2005
Banc Of America Investment Svc March 2003 - November 2003
SunTrust Investment Services, Inc. January 2000 - March 2003
First Union Brokerage Services June 1998 - January 2000
Skills
Investments, Finance, Securities, Financial Advisory, Wealth Management, Strategic Planning, Customer Service, Investment Strategies, Leadership, Portfolio Management, Asset Management, Public Speaking
Education
University of Central Florida - College of Business Administration
Finance, Investments and Securities
SkyView Wealth Management, LLC January 2013 - Present
Wells Fargo Advisors July 2009 - January 2013
SunTrust Investment Services, Inc. January 2005 - July 2009
G. A. Repple & Company May 2004 - January 2005
Banc Of America Investment Svc March 2003 - November 2003
SunTrust Investment Services, Inc. January 2000 - March 2003
First Union Brokerage Services June 1998 - January 2000
Skills
Investments, Finance, Securities, Financial Advisory, Wealth Management, Strategic Planning, Customer Service, Investment Strategies, Leadership, Portfolio Management, Asset Management, Public Speaking
Education
University of Central Florida - College of Business Administration
Finance, Investments and Securities
Garrett Murphy Garrett Murphy's SunTrust Investment Services, Inc. Experience December 2006 - July 2012
Job
Industry Financial Services
Experience
JPMorgan Chase November 2013 - Present
MAG Mutual Insurance Company June 2013 - August 2013
SunTrust Investment Services, Inc December 2006 - July 2012
Smith Barney December 2004 - December 2006
Education
Georgia State University College of Law 2012 — 2015
Juris Doctorate, Law
Georgia Southern University - College of Business Administration 2007 — 2010
Master of Business Administration (M.B.A.)
The University of Georgia 2000 — 2004
BSFCS- Economics
JPMorgan Chase November 2013 - Present
MAG Mutual Insurance Company June 2013 - August 2013
SunTrust Investment Services, Inc December 2006 - July 2012
Smith Barney December 2004 - December 2006
Education
Georgia State University College of Law 2012 — 2015
Juris Doctorate, Law
Georgia Southern University - College of Business Administration 2007 — 2010
Master of Business Administration (M.B.A.)
The University of Georgia 2000 — 2004
BSFCS- Economics
Eddie Burgos, CFP®'s SunTrust Investment Services, Inc. Experience July 2005 - Present
Job Financial Advisor Delivering Personalized Financial Planning and Advice
Industry Financial Services
Experience
SunTrust Investment Services, Inc. July 2005 - Present
Charles Schwab August 2002 - January 2005
Charles Schwab February 1998 - July 2002
Education
University of Central Florida 2007 — 2007
Executive Financial Planning Certificate Program
University of Central Florida - College of Business Administration 1995 — 1998
BSBA, Accounting
Valencia Community College 1993 — 1995
Associate of Arts
SunTrust Investment Services, Inc. July 2005 - Present
Charles Schwab August 2002 - January 2005
Charles Schwab February 1998 - July 2002
Education
University of Central Florida 2007 — 2007
Executive Financial Planning Certificate Program
University of Central Florida - College of Business Administration 1995 — 1998
BSBA, Accounting
Valencia Community College 1993 — 1995
Associate of Arts
Jack Morey Jack Morey's SunTrust Investment Services, Inc. Experience January 1996 - Present
Job First Vice President, Financial Advisor at SunTrust Investment Services, Inc
Industry Financial Services
Experience
SunTrust Investment Services, Inc. January 1996 - Present
SunTrust Investment Services, Inc. January 1995 - Present
Education
University of Florida 1983 — 1987
Bachelor of Arts (B.A.)
SunTrust Investment Services, Inc. January 1996 - Present
SunTrust Investment Services, Inc. January 1995 - Present
Education
University of Florida 1983 — 1987
Bachelor of Arts (B.A.)
Micah Hart, CFP® Micah Hart, CFP®'s SunTrust Investment Services, Inc. Experience June 1999 - Present
Job Senior Vice President, Financial Advisor at SunTrust Investment Services, Inc.
Industry Financial Services
Experience
SunTrust Investment Services, Inc. June 1999 - Present
Education
University of Maryland College Park 1994 — 1998
BS, Finance
College for Financial Planning
CFP®, Financial Planning
SunTrust Investment Services, Inc. June 1999 - Present
Education
University of Maryland College Park 1994 — 1998
BS, Finance
College for Financial Planning
CFP®, Financial Planning
Lynne Cross Lynne Cross's SunTrust Investment Services, Inc. Experience August 2013 - Present
Job Client Advisor Vice President at SunTrust Bank Wealth Management
Industry Financial Services
Experience
SunTrust Bank August 2013 - Present
SunTrust Investment Services Inc. August 2013 - Present
Wells Fargo Advisors, LLC 2010 - November 2013
Citi Private Bank 2001 - 2010
Chase Manhattan Private Bank 1991 - 2001
Education
University of Phoenix
BS, Business Administration and Management, General
SunTrust Bank August 2013 - Present
SunTrust Investment Services Inc. August 2013 - Present
Wells Fargo Advisors, LLC 2010 - November 2013
Citi Private Bank 2001 - 2010
Chase Manhattan Private Bank 1991 - 2001
Education
University of Phoenix
BS, Business Administration and Management, General
Mauricio Perea, CFA, CFP® Mauricio Perea, CFA, CFP®'s SunTrust Investment Services, Inc. Experience April 2008 - October 2012
Job Financial and Investment Planning that Combines a Global Perspective with a Personal Touch
Industry Financial Services
Experience
Burke & Herbert Bank October 2012 - Present
SunTrust Investment Services, Inc April 2008 - October 2012
Chevy Chase Financial Services November 2005 - April 2008
MicroVest Capital Management January 2003 - November 2005
IFC - International Finance Corporation January 1996 - December 2002
International Finance Corporation March 1994 - December 1995
Skills
Investments, Retirement Planning, Strategic Financial..., Wealth Management, Uniform Combined State..., Mutual Funds, Securities, Financial Analysis, Series 7, Risk Management
Education
The University of Texas at Austin - Red McCombs School of Business 1985 — 1987
MBA, International Business/Economic Development
Columbia College (NY) 1979 — 1983
BA, English
Burke & Herbert Bank October 2012 - Present
SunTrust Investment Services, Inc April 2008 - October 2012
Chevy Chase Financial Services November 2005 - April 2008
MicroVest Capital Management January 2003 - November 2005
IFC - International Finance Corporation January 1996 - December 2002
International Finance Corporation March 1994 - December 1995
Skills
Investments, Retirement Planning, Strategic Financial..., Wealth Management, Uniform Combined State..., Mutual Funds, Securities, Financial Analysis, Series 7, Risk Management
Education
The University of Texas at Austin - Red McCombs School of Business 1985 — 1987
MBA, International Business/Economic Development
Columbia College (NY) 1979 — 1983
BA, English
Joseph Traylor Joseph Traylor's SunTrust Investment Services, Inc. Experience July 2006 - Present
Job First Vice President at SunTrust Investment Services, Inc.
Industry Investment Banking
Experience
SunTrust Investment Services, Inc. July 2006 - Present
Skills
Business Analysis, Investment Strategies, Bloomberg, Project Management, Requirements Analysis, Bonds, Vendor Management, Trading, Derivatives, Risk Management, Software Project..., Project Delivery, Process Improvement, Requirements Gathering, Management, SDLC, Capital Markets, Visio
Education
University of Richmond 1977 — 1981
Bachelor of Science (BS), Mathematics
SunTrust Investment Services, Inc. July 2006 - Present
Skills
Business Analysis, Investment Strategies, Bloomberg, Project Management, Requirements Analysis, Bonds, Vendor Management, Trading, Derivatives, Risk Management, Software Project..., Project Delivery, Process Improvement, Requirements Gathering, Management, SDLC, Capital Markets, Visio
Education
University of Richmond 1977 — 1981
Bachelor of Science (BS), Mathematics
Joseph Bayse Joseph Bayse's SunTrust Investment Services, Inc. Experience April 2011 - Present
Job Financial Advisor at SunTrust Investment Services, Inc
Industry Financial Services
Experience
SunTrust Investment Services, Inc April 2011 - Present
5/3 Bank November 2009 - April 2011
Bank of America July 2008 - March 2009
E*TRADE Financial November 1998 - June 2008
DLJdirect 1998 - 2002
R.M. Stark January 1998 - November 1998
MetLife Financial Services May 1997 - January 1998
Education
University of North Carolina at Asheville 1993 — 1997
Bachelor of Arts (B.A.), Economics
SunTrust Investment Services, Inc April 2011 - Present
5/3 Bank November 2009 - April 2011
Bank of America July 2008 - March 2009
E*TRADE Financial November 1998 - June 2008
DLJdirect 1998 - 2002
R.M. Stark January 1998 - November 1998
MetLife Financial Services May 1997 - January 1998
Education
University of North Carolina at Asheville 1993 — 1997
Bachelor of Arts (B.A.), Economics
Camille A. Tucker Camille A. Tucker's SunTrust Investment Services, Inc. Experience August 2008 - April 2009
Job Managing Attorney, Law Offices of Camille Tucker, LLC
Industry Law Practice
Experience
Law Offices of Camille Tucker, LLC April 2009 - Present
SunTrust Investment Services, Inc August 2008 - April 2009
Ohio Court of Appeals, Eighth Appellate District January 2008 - May 2008
Urban Development Law Clinic August 2007 - December 2007
Skills
Corporate Law, Courts, Legal Writing, Civil Litigation, Commercial Litigation, Real Estate, Legal Research, Appeals, Estate Planning, Legal Advice, Criminal Law, Torts, Litigation, Family Law, Personal Injury, Mergers & Acquisitions, Trials, Criminal Defense, Mediation, Hearings, Trial Practice, Personal Injury..., Business Litigation, Wills, Immigration Law
Education
Cleveland State University - Cleveland-Marshall College of Law 2005 — 2008
Juris Doctor, cum laude
Law Offices of Camille Tucker, LLC April 2009 - Present
SunTrust Investment Services, Inc August 2008 - April 2009
Ohio Court of Appeals, Eighth Appellate District January 2008 - May 2008
Urban Development Law Clinic August 2007 - December 2007
Skills
Corporate Law, Courts, Legal Writing, Civil Litigation, Commercial Litigation, Real Estate, Legal Research, Appeals, Estate Planning, Legal Advice, Criminal Law, Torts, Litigation, Family Law, Personal Injury, Mergers & Acquisitions, Trials, Criminal Defense, Mediation, Hearings, Trial Practice, Personal Injury..., Business Litigation, Wills, Immigration Law
Education
Cleveland State University - Cleveland-Marshall College of Law 2005 — 2008
Juris Doctor, cum laude
Cary Lipman Cary Lipman's SunTrust Investment Services, Inc. Experience 1997 - Present
Job Senior Vice President, Private Financial Advisor at Suntrust Investment Services, Inc.
Industry Financial Services
Experience
SunTrust Investment Services, Inc. 1997 - Present
Education
University of Florida 1980 — 1983
BSBA, Finance
Chaminade High School 1976 — 1979
SunTrust Investment Services, Inc. 1997 - Present
Education
University of Florida 1980 — 1983
BSBA, Finance
Chaminade High School 1976 — 1979
Christian Lau Christian Lau's SunTrust Investment Services, Inc. Experience August 2009 - Present
Job Vice President, Financial Advisor at SunTrust Investment Services Inc.
Industry Financial Services
Experience
SunTrust Investment Services Inc. August 2009 - Present
Merrill Lynch April 2007 - August 2009
UBS Wealth Management July 2002 - April 2007
Education
New Jersey City University 1989 — 1993
Bachelor's degree
Edison High School
SunTrust Investment Services Inc. August 2009 - Present
Merrill Lynch April 2007 - August 2009
UBS Wealth Management July 2002 - April 2007
Education
New Jersey City University 1989 — 1993
Bachelor's degree
Edison High School
Alec Ardito Alec Ardito's SunTrust Investment Services, Inc. Experience July 2015 - Present
Job Group Manager at SunTrust Investment Services, Inc.
Industry Financial Services
Experience
SunTrust Investment Services, Inc. July 2015 - Present
SunTrust Bank August 2014 - Present
Wells Fargo Advisors, LLC September 2009 - August 2014
Bank of America 2007 - 2009
Merrill Lynch 2004 - 2007
Merrill Lynch 2001 - 2004
Merrill Lynch 1994 - 2001
Skills
Investments, Wealth Management, Series 7, Financial Planning, Risk Management, Financial Analysis, Fixed Income, Uniform Combined State..., Series 65, Strategic Planning, Wealth Management...
Education
University of Cincinnati College of Business 1988 — 1993
Bachelor's, Accounting
Burrell High 1985 — 1988
SunTrust Investment Services, Inc. July 2015 - Present
SunTrust Bank August 2014 - Present
Wells Fargo Advisors, LLC September 2009 - August 2014
Bank of America 2007 - 2009
Merrill Lynch 2004 - 2007
Merrill Lynch 2001 - 2004
Merrill Lynch 1994 - 2001
Skills
Investments, Wealth Management, Series 7, Financial Planning, Risk Management, Financial Analysis, Fixed Income, Uniform Combined State..., Series 65, Strategic Planning, Wealth Management...
Education
University of Cincinnati College of Business 1988 — 1993
Bachelor's, Accounting
Burrell High 1985 — 1988
Carol Robbins Carol Robbins's SunTrust Investment Services, Inc. Experience December 1992 - Present
Job Private Financial Advisor at SunTrust Investment Services, Inc
Industry Investment Management
Experience
SunTrust Investment Services, Inc December 1992 - Present
Education
Randolph-Macon College 1987 — 1991
Business and Economics, Economics
SunTrust Investment Services, Inc December 1992 - Present
Education
Randolph-Macon College 1987 — 1991
Business and Economics, Economics
Brooke West, CFP®, CRC®'s SunTrust Investment Services, Inc. Experience July 1999 - Present
Job Senior Vice President & Private Financial Advisor at SunTrust Investment Services Inc., Private Wealth Management
Industry Financial Services
Experience
SunTrust Investment Services Inc. July 1999 - Present
Skills
Financial Planning, Wealth Management, Retirement Planning, Portfolio Review, College Education..., Investment Advisory, Investment Strategies, Financial Advice, Retirement Plan...
Education
Florida State University - College of Business
BS, Finance and Marketing
Marjory Stoneman Douglas High School
SunTrust Investment Services Inc. July 1999 - Present
Skills
Financial Planning, Wealth Management, Retirement Planning, Portfolio Review, College Education..., Investment Advisory, Investment Strategies, Financial Advice, Retirement Plan...
Education
Florida State University - College of Business
BS, Finance and Marketing
Marjory Stoneman Douglas High School
Michael M. Hoffman Michael M. Hoffman's SunTrust Investment Services, Inc. Experience January 1999 - November 1999
Job Vice President at Situs
Industry Commercial Real Estate
Experience
Situs April 2012 - Present
Special Servicing and Real Estate Diligence Firms April 2010 - March 2012
RR Donnelley Global Real Estate Services February 2004 - April 2010
Mercer Investment Consulting, Inc. November 1999 - February 2004
SunTrust Investment Services Inc. January 1999 - November 1999
The Northern Trust Company March 1998 - January 1999
JH Ellwood Investment Consulting August 1996 - March 1998
Education
University of Georgia - Terry College of Business 2002 — 2004
Terry Evening MBA Program, Real Estate
Illinois State University 1992 — 1996
BS, Business Administration
Situs April 2012 - Present
Special Servicing and Real Estate Diligence Firms April 2010 - March 2012
RR Donnelley Global Real Estate Services February 2004 - April 2010
Mercer Investment Consulting, Inc. November 1999 - February 2004
SunTrust Investment Services Inc. January 1999 - November 1999
The Northern Trust Company March 1998 - January 1999
JH Ellwood Investment Consulting August 1996 - March 1998
Education
University of Georgia - Terry College of Business 2002 — 2004
Terry Evening MBA Program, Real Estate
Illinois State University 1992 — 1996
BS, Business Administration
Joshua Strange, CFP® Joshua Strange, CFP®'s SunTrust Investment Services, Inc. Experience July 2014 - Present
Job Financial AdvisorCERTIFIED FINANCIAL PLANNER™ Practitioner Delivering Personalized Financial Planning and Advice
Industry Financial Services
Experience
SunTrust Investment Services, Inc. July 2014 - Present
BB&T Investment Services, Inc. July 2012 - July 2014
Ameriprise Financial August 2011 - June 2012
Intermarkets April 2008 - January 2011
The Leadership Institute June 2006 - February 2008
United States Air Force November 1999 - January 2006
Skills
Retirement Planning, Investments, Portfolio Review, Estate Strategies, Financial Advice, Financial Planning, Investment Management, Risk Management, Wealth Management, Asset Allocation, Financial Analysis, Investment Advisory, Retirement Solutions, Wealth Planning, Asset Management, Retirement Income...
Education
University of Maryland University College 2003 — 2005
BS
College for Financial Planning
SunTrust Investment Services, Inc. July 2014 - Present
BB&T Investment Services, Inc. July 2012 - July 2014
Ameriprise Financial August 2011 - June 2012
Intermarkets April 2008 - January 2011
The Leadership Institute June 2006 - February 2008
United States Air Force November 1999 - January 2006
Skills
Retirement Planning, Investments, Portfolio Review, Estate Strategies, Financial Advice, Financial Planning, Investment Management, Risk Management, Wealth Management, Asset Allocation, Financial Analysis, Investment Advisory, Retirement Solutions, Wealth Planning, Asset Management, Retirement Income...
Education
University of Maryland University College 2003 — 2005
BS
College for Financial Planning
Evan J. Mayer CRPC®, CMFC®, CWS®'s SunTrust Investment Services, Inc. Experience March 2012 - Present
Job Vice President, Financial Advisor with The Mayer Group with Suntrust Investment Services Inc.
Industry Investment Management
Experience
SunTrust Investment Services Inc. March 2012 - Present
LPL Financial March 2005 - March 2012
Skills
Portfolio Management, Retirement Planning, Wealth Management, Financial Planning, Financial Analysis, Retirement Income..., Asset Management, Financial Services, estate strategies
Education
Bellevue University 2014 — 2016
Bachelor's Degree, Banking and Financial Support Services
Broward College 2011 — 2013
Associate's Degree, Business Administration and Management, General
Valencia Community College 1999 — 2000
Associate of Arts (A.A.)
SunTrust Investment Services Inc. March 2012 - Present
LPL Financial March 2005 - March 2012
Skills
Portfolio Management, Retirement Planning, Wealth Management, Financial Planning, Financial Analysis, Retirement Income..., Asset Management, Financial Services, estate strategies
Education
Bellevue University 2014 — 2016
Bachelor's Degree, Banking and Financial Support Services
Broward College 2011 — 2013
Associate's Degree, Business Administration and Management, General
Valencia Community College 1999 — 2000
Associate of Arts (A.A.)
Dennis Parker Dennis Parker's SunTrust Investment Services, Inc. Experience January 2000 - Present
Job Senior Vice President and Private Financial Advisor at SunTrust Investment Services, Inc.
Industry Investment Management
Experience
SunTrust Investment Services, Inc. January 2000 - Present
First Union April 1997 - January 2000
Education
University of Alabama
Bachelor of Science (B.S.), Business/Commerce, General
SunTrust Investment Services, Inc. January 2000 - Present
First Union April 1997 - January 2000
Education
University of Alabama
Bachelor of Science (B.S.), Business/Commerce, General
Charles Coffey Charles Coffey's SunTrust Investment Services, Inc. Experience April 2005 - February 2015
Job Financial Advisor/ Assistant Vice President at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors 2015 - Present
SunTrust Investment Services, Inc. April 2005 - February 2015
Merrill Lynch January 1997 - March 1999
Skills
Tax Free Income, Retirement Income..., 401k Rollovers
Education
University of Maryland College Park 1988 — 1992
Bachelor of Science (B.S.), Journalism
Wells Fargo Advisors 2015 - Present
SunTrust Investment Services, Inc. April 2005 - February 2015
Merrill Lynch January 1997 - March 1999
Skills
Tax Free Income, Retirement Income..., 401k Rollovers
Education
University of Maryland College Park 1988 — 1992
Bachelor of Science (B.S.), Journalism
Alexander Schwartz's SunTrust Investment Services, Inc. Experience May 2009 - September 2009
Job Product Manager / Business Analyst
Industry Information Technology and Services
Experience
Freelance September 2011 - Present
CLS Ltd January 2014 - December 2014
CLS Ltd March 2013 - December 2014
HR Technology Startup December 2012 - March 2013
IDC June 2010 - September 2011
SunTrust Investment Services, Inc. May 2009 - September 2009
Skills
Agile Project Management, Product Management, User Experience, Object Oriented Design, Version Control, Technical Product..., Business Strategy, Business Analysis, Management, New Business Development, Technical Requirements, APIs, Digital Product..., Project Management, QA Engineering, Social Media, Project Scope..., Product Marketing, Product Development, International Business, Systems Analysis, System Testing, Requirements Gathering, Business Intelligence, Computer Information..., Scrum, Economic Development, System Design, Financial Analysis, Sales, Chess, Database Design, Online Marketing..., Microsoft Office, Piano, Guitar, Bass, Reading People, Product Lifecycle..., Object Oriented Software, Basecamp, User Experience Design, User Experience Testing, Product Life Cycle, Visio, SQL, Waterfall, Web 2.0, Mobile Applications, User Stories
Education
University of Pittsburgh 2005 — 2009
Bachelor of Science (B.S.), Economics, (m)Computer Engineering
Freelance September 2011 - Present
CLS Ltd January 2014 - December 2014
CLS Ltd March 2013 - December 2014
HR Technology Startup December 2012 - March 2013
IDC June 2010 - September 2011
SunTrust Investment Services, Inc. May 2009 - September 2009
Skills
Agile Project Management, Product Management, User Experience, Object Oriented Design, Version Control, Technical Product..., Business Strategy, Business Analysis, Management, New Business Development, Technical Requirements, APIs, Digital Product..., Project Management, QA Engineering, Social Media, Project Scope..., Product Marketing, Product Development, International Business, Systems Analysis, System Testing, Requirements Gathering, Business Intelligence, Computer Information..., Scrum, Economic Development, System Design, Financial Analysis, Sales, Chess, Database Design, Online Marketing..., Microsoft Office, Piano, Guitar, Bass, Reading People, Product Lifecycle..., Object Oriented Software, Basecamp, User Experience Design, User Experience Testing, Product Life Cycle, Visio, SQL, Waterfall, Web 2.0, Mobile Applications, User Stories
Education
University of Pittsburgh 2005 — 2009
Bachelor of Science (B.S.), Economics, (m)Computer Engineering
Cynthia Wadkinson Cynthia Wadkinson's SunTrust Investment Services, Inc. Experience January 2013 - June 2014
Job
Industry Financial Services
Experience
Suntrust investment Services, Inc January 2013 - June 2014
Wells Fargo Advisors, LLC February 2008 - January 2013
Edward Jones 2001 - 2008
BB&T Capital Markets 1997 - 2000
Education
Adelphi University 1982 — 1983
Paralegal Certification - Litigation
State University of New York at Stony Brook 1980 — 1982
BA with Honors
Suntrust investment Services, Inc January 2013 - June 2014
Wells Fargo Advisors, LLC February 2008 - January 2013
Edward Jones 2001 - 2008
BB&T Capital Markets 1997 - 2000
Education
Adelphi University 1982 — 1983
Paralegal Certification - Litigation
State University of New York at Stony Brook 1980 — 1982
BA with Honors
Patrick McClintock'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
SunTrust Investment Services, Inc. February 2014 - January 2015
SunTrust Investment Services, Inc. March 2007 - February 2014
Other Realms, LLC November 2002 - March 2007
Education
University of Maryland University College 2009 — 2012
Bachelor's degree, Business Administration and Management, General, 3.98
SunTrust Investment Services, Inc. January 2015 - Present
SunTrust Investment Services, Inc. February 2014 - January 2015
SunTrust Investment Services, Inc. March 2007 - February 2014
Other Realms, LLC November 2002 - March 2007
Education
University of Maryland University College 2009 — 2012
Bachelor's degree, Business Administration and Management, General, 3.98
Tom Dowd Tom Dowd's SunTrust Investment Services, Inc. Experience January 2011 - October 2014
Job Regional Vice President, Wholesaler at Forethought Distributors, LLC
Industry Financial Services
Experience
SunTrust Investment Services, Inc. January 2011 - October 2014
SunTrust Investment Services, Inc. April 2007 - December 2010
SunTrust Investment Services, Inc. March 2005 - March 2007
SunTrust Investment Services, Inc. February 2002 - February 2005
Education
University of Massachusetts, Amherst
Bachelor of Arts (BA), Business Adminstration
SunTrust Investment Services, Inc. January 2011 - October 2014
SunTrust Investment Services, Inc. April 2007 - December 2010
SunTrust Investment Services, Inc. March 2005 - March 2007
SunTrust Investment Services, Inc. February 2002 - February 2005
Education
University of Massachusetts, Amherst
Bachelor of Arts (BA), Business Adminstration
Michael Winemiller Michael Winemiller's SunTrust Investment Services, Inc. Experience July 2012 - November 2013
Job Sr Vice President, Financial Advisor Groupo BBVA Asset Management
Industry Financial Services
Experience
BBVA Asset Management August 2015 - Present
First Tennessee Bank November 2013 - Present
SunTrust Investment Services, Inc. July 2012 - November 2013
Wells Fargo Advisors February 2008 - July 2013
SunTrust Investment Services, Inc. April 1999 - February 2008
MetLife December 1995 - April 1999
Skills
Financial Analysis, Investments, Series 7, Portfolio Management, Wealth Management, Retirement Planning, Finance, Asset Allocation
Education
University of Alabama
Commerce and Buisness Administration, Finance, General
BBVA Asset Management August 2015 - Present
First Tennessee Bank November 2013 - Present
SunTrust Investment Services, Inc. July 2012 - November 2013
Wells Fargo Advisors February 2008 - July 2013
SunTrust Investment Services, Inc. April 1999 - February 2008
MetLife December 1995 - April 1999
Skills
Financial Analysis, Investments, Series 7, Portfolio Management, Wealth Management, Retirement Planning, Finance, Asset Allocation
Education
University of Alabama
Commerce and Buisness Administration, Finance, General
Barry Whitaker Barry Whitaker's SunTrust Investment Services, Inc. Experience May 2015 - Present
Job Financial Advisor at SunTrust Bank
Industry Financial Services
Experience
SunTrust Investment Services, Inc. May 2015 - Present
Merrill Lynch May 2006 - May 2015
United States Air Force April 1984 - July 2004
Skills
Series 63 – Uniform..., Series 65 – Uniform..., Life, Health and..., Chartered Retirement..., Series 7 – General..., Wealth Management, Investments, Retirement Planning, Financial Advisory, Finance, Wealth, Financial Services, Customer Service, Leadership, Leadership Development, Management, Long-term Care, Securities, Series 7, Strategic Financial..., Strategy, Wealth Accumulation
Education
University of Phoenix
Bachelor of Science (BS), Business Administration and Management, General
SunTrust Investment Services, Inc. May 2015 - Present
Merrill Lynch May 2006 - May 2015
United States Air Force April 1984 - July 2004
Skills
Series 63 – Uniform..., Series 65 – Uniform..., Life, Health and..., Chartered Retirement..., Series 7 – General..., Wealth Management, Investments, Retirement Planning, Financial Advisory, Finance, Wealth, Financial Services, Customer Service, Leadership, Leadership Development, Management, Long-term Care, Securities, Series 7, Strategic Financial..., Strategy, Wealth Accumulation
Education
University of Phoenix
Bachelor of Science (BS), Business Administration and Management, General
Richard Kurlantzick Richard Kurlantzick's SunTrust Investment Services, Inc. Experience January 2013 - Present
Job Vice President, Financial Advisor at SunTrust Investment Services, Inc.
Industry Financial Services
Experience
SunTrust Investment Services, Inc January 2013 - Present
HSBC May 2009 - December 2012
Smith Barney August 2007 - May 2009
Morgan Stanley May 2002 - August 2007
Management Recruiters International 1996 - 1998
Education
Rutgers University-New Brunswick 1976 — 1980
BA, Psychology
New Providence High School 1972 — 1976
SunTrust Investment Services, Inc January 2013 - Present
HSBC May 2009 - December 2012
Smith Barney August 2007 - May 2009
Morgan Stanley May 2002 - August 2007
Management Recruiters International 1996 - 1998
Education
Rutgers University-New Brunswick 1976 — 1980
BA, Psychology
New Providence High School 1972 — 1976
Garth Lurvey Garth Lurvey's SunTrust Investment Services, Inc. Experience February 2006 - Present
Job Financial Advisor Delivering Personalized Financial Planning and Advice
Industry Financial Services
Experience
SunTrust Investment Services, Inc. February 2006 - Present
UBS March 2005 - February 2006
Waddell & Reed August 2003 - March 2005
BNY Mellon June 2002 - August 2003
Education
University of Central Florida 1998 — 2002
Bachelor of Science (BS), Finance, General
Valencia Community College 1997 — 1998
SunTrust Investment Services, Inc. February 2006 - Present
UBS March 2005 - February 2006
Waddell & Reed August 2003 - March 2005
BNY Mellon June 2002 - August 2003
Education
University of Central Florida 1998 — 2002
Bachelor of Science (BS), Finance, General
Valencia Community College 1997 — 1998
Elan Keeler Elan Keeler's SunTrust Investment Services, Inc. Experience 2003 - 2005
Job Senior Registered Client Associate at Raymond James & Associates, Inc.
Industry Financial Services
Experience
Raymond James & Associates, Inc. September 2014 - Present
Wells Fargo Advisors September 2005 - September 2014
SunTrust Investment Services, Inc. 2003 - 2005
Protected Investors of America 1999 - 2005
H&R Block 2001 - 2004
Skills
Series 7, Fixed Annuities, Investments, Sales, Life Insurance, Variable Annuities, Asset Based Lending, Tax Preparation, Leadership, Microsoft Office, Process Improvement, Training, Microsoft Word
Education
University of California, Davis
Bachelor of Arts (B.A.), Psychology
University of California, Davis
Raymond James & Associates, Inc. September 2014 - Present
Wells Fargo Advisors September 2005 - September 2014
SunTrust Investment Services, Inc. 2003 - 2005
Protected Investors of America 1999 - 2005
H&R Block 2001 - 2004
Skills
Series 7, Fixed Annuities, Investments, Sales, Life Insurance, Variable Annuities, Asset Based Lending, Tax Preparation, Leadership, Microsoft Office, Process Improvement, Training, Microsoft Word
Education
University of California, Davis
Bachelor of Arts (B.A.), Psychology
University of California, Davis
Karl Hamilton's SunTrust Investment Services, Inc. Experience January 2002 - Present
Job Financial Advisor Manager and Coach Helping Advisors Build a World Class Practice
Industry Financial Services
Experience
SunTrust Investment Services, Inc. January 2002 - Present
Huntington Investment Company April 1998 - February 2002
Skills
Retirement Solutions,...
Education
University of Florida 1980 — 1982
MBA, Management, Finance
University of Michigan
BA, Journalism, History
SunTrust Investment Services, Inc. January 2002 - Present
Huntington Investment Company April 1998 - February 2002
Skills
Retirement Solutions,...
Education
University of Florida 1980 — 1982
MBA, Management, Finance
University of Michigan
BA, Journalism, History
Tom Sells's SunTrust Investment Services, Inc. Experience 1995 - 2010
Job Vice President at SunTrust Investment Services
Industry Financial Services
Experience
SunTrust Investment Services May 1995 - Present
SunTrust Investment Services Inc 1995 - 2010
Skills
Series 7, Series 66, Series 63, FINRA, Annuity, Series 6, Retirement Planning, IRA's, Annuities, Mutual Funds, 401k, Retirement, Wealth Transfer, Asset Allocation, Investment Advisory, Wealth Accumulation, Financial Planning, Pensions, Insurance, Succession Planning
Education
Bucknell University 1960 — 1964
SunTrust Investment Services May 1995 - Present
SunTrust Investment Services Inc 1995 - 2010
Skills
Series 7, Series 66, Series 63, FINRA, Annuity, Series 6, Retirement Planning, IRA's, Annuities, Mutual Funds, 401k, Retirement, Wealth Transfer, Asset Allocation, Investment Advisory, Wealth Accumulation, Financial Planning, Pensions, Insurance, Succession Planning
Education
Bucknell University 1960 — 1964
Todd Via's SunTrust Investment Services, Inc. Experience June 1999 - Present
Job Group Supervisory Specialist at SunTrust Investment Services, Inc.
Industry Banking
Experience
SunTrust Investment Services, Inc. June 1999 - Present
Education
University of Mary Washington
SunTrust Investment Services, Inc. June 1999 - Present
Education
University of Mary Washington
Chris DeGrace CFA's SunTrust Investment Services, Inc. Experience May 2006 - Present
Job Senior Vice President The DeGrace Group SunTrust Investment Services Inc.
Industry Financial Services
Experience
SunTrust Investment Services Inc May 2006 - Present
Citigroup Smith Barney April 2005 - May 2006
Bear Stearns March 2002 - April 2005
Robert W. Baird & Co. August 2001 - March 2002
Education
University of Alabama 1995 — 2001
SunTrust Investment Services Inc May 2006 - Present
Citigroup Smith Barney April 2005 - May 2006
Bear Stearns March 2002 - April 2005
Robert W. Baird & Co. August 2001 - March 2002
Education
University of Alabama 1995 — 2001
Russ Dyer CFP®, CRPC®, ChFC®'s SunTrust Investment Services, Inc. Experience June 2007 - Present
Job Senior Vice President, Financial Advisor at SunTrust Investment Services, Inc.
Industry Financial Services
Experience
SunTrust Investment Services, Inc. June 2007 - Present
Merrill Lynch May 2005 - May 2007
UBS Wealth Management September 2002 - May 2005
Education
University of Arizona 1995 — 1998
Bachelor of Science (B.S.), Ecology and Evolutionary Biology, Physics, Mathematics, Chemistry, Genetics
SunTrust Investment Services, Inc. June 2007 - Present
Merrill Lynch May 2005 - May 2007
UBS Wealth Management September 2002 - May 2005
Education
University of Arizona 1995 — 1998
Bachelor of Science (B.S.), Ecology and Evolutionary Biology, Physics, Mathematics, Chemistry, Genetics
Donald R. Todd, CFP®'s SunTrust Investment Services, Inc. Experience October 2004 - Present
Job Private Financial Advisor
Industry Financial Services
Experience
SunTrust Investment Services Inc October 2004 - Present
SunTrust Investment Services Inc 2012 - 2013
Skills
Series 63, Banking
Education
Georgetown College 1995 — 2000
Business Management, Communications
SunTrust Investment Services Inc October 2004 - Present
SunTrust Investment Services Inc 2012 - 2013
Skills
Series 63, Banking
Education
Georgetown College 1995 — 2000
Business Management, Communications
Tiaudra R. Shaw, CFP®'s SunTrust Investment Services, Inc. Experience March 2004 - May 2015
Job Wealth Manager at USAA Wealth Management
Industry Investment Management
Experience
USAA May 2015 - Present
SunTrust Investment Services, Inc March 2004 - May 2015
Education
Georgia State University - J. Mack Robinson College of Business 2005 — 2009
MBA, Personal Financial Planning
Spelman College 1993 — 1997
USAA May 2015 - Present
SunTrust Investment Services, Inc March 2004 - May 2015
Education
Georgia State University - J. Mack Robinson College of Business 2005 — 2009
MBA, Personal Financial Planning
Spelman College 1993 — 1997
Jeff Franz's SunTrust Investment Services, Inc. Experience April 2012 - December 2013
Job Vice President, Private Banker at State Bank and Trust Company
Industry Banking
Experience
State Bank and Trust Company February 2014 - Present
SunTrust Investment Services, Inc April 2012 - December 2013
SunTrust Bank September 2008 - April 2012
Wachovia January 2003 - March 2008
Wachovia Bank April 1993 - January 2003
Wachovia May 1990 - April 1993
Skills
Strategic Financial..., Retirement Planning, Retail Banking, Consumer Lending, Financial Services, Finance, Investments, Loans, Strategic Planning, Banking, Financial Risk, Team Building, Risk Management, Credit, Process Improvement, Financial Analysis, Leadership, Underwriting, Small Business Lending, Customer Service, Management, Retail, Credit Analysis, Commercial Banking, Financial Planning
Education
Kennesaw State University 1990 — 1993
BBA, Finance
St. Petersburg College 1988 — 1990
AA, Business Administration
State Bank and Trust Company February 2014 - Present
SunTrust Investment Services, Inc April 2012 - December 2013
SunTrust Bank September 2008 - April 2012
Wachovia January 2003 - March 2008
Wachovia Bank April 1993 - January 2003
Wachovia May 1990 - April 1993
Skills
Strategic Financial..., Retirement Planning, Retail Banking, Consumer Lending, Financial Services, Finance, Investments, Loans, Strategic Planning, Banking, Financial Risk, Team Building, Risk Management, Credit, Process Improvement, Financial Analysis, Leadership, Underwriting, Small Business Lending, Customer Service, Management, Retail, Credit Analysis, Commercial Banking, Financial Planning
Education
Kennesaw State University 1990 — 1993
BBA, Finance
St. Petersburg College 1988 — 1990
AA, Business Administration
Caroline Galbraith's SunTrust Investment Services, Inc. Experience February 2007 - May 2015
Job Financial Advisor at HawsGoodwin Financial
Industry Financial Services
Experience
HawsGoodwin Financial May 2015 - Present
SunTrust Investment Services, Inc February 2007 - May 2015
Merrill Lynch 2004 - 2007
Education
The University of Memphis
Bachelor of Science, Marketing
HawsGoodwin Financial May 2015 - Present
SunTrust Investment Services, Inc February 2007 - May 2015
Merrill Lynch 2004 - 2007
Education
The University of Memphis
Bachelor of Science, Marketing
Alison LaPointe's SunTrust Investment Services, Inc. Experience May 2015 - Present
Job Vice President, Premier Banker at SunTrust Investment Services, Inc.
Industry Banking
Experience
SunTrust Investment Services, Inc. May 2015 - Present
SunTrust Bank February 2013 - April 2015
Suntrust Bank April 2011 - February 2013
SunTrust Bank February 2002 - April 2011
Huntington National Bank February 1998 - March 2002
Barnett Bank January 1997 - February 1998
Skills
Banking, Consumer Lending
Education
University of South Florida 1997 — 1999
College - Business Adminstration
Hillsborough Community College 1995 — 1997
SunTrust Investment Services, Inc. May 2015 - Present
SunTrust Bank February 2013 - April 2015
Suntrust Bank April 2011 - February 2013
SunTrust Bank February 2002 - April 2011
Huntington National Bank February 1998 - March 2002
Barnett Bank January 1997 - February 1998
Skills
Banking, Consumer Lending
Education
University of South Florida 1997 — 1999
College - Business Adminstration
Hillsborough Community College 1995 — 1997
Gene Maszy's SunTrust Investment Services, Inc. Experience August 2009 - Present
Job Financial Advisor at SunTrust Investment Services, Inc
Industry Financial Services
Experience
SunTrust Investment Services, Inc. August 2009 - Present
Education
University of South Florida
Bachelor's degree, English Language and Literature/Letters
SunTrust Investment Services, Inc. August 2009 - Present
Education
University of South Florida
Bachelor's degree, English Language and Literature/Letters
Jeff Frame's SunTrust Investment Services, Inc. Experience January 1996 - Present
Job Senior Vice President, Private Wealth Advisor
Industry Financial Services
Experience
Suntrust Investment Services, Inc. January 1996 - Present
Baxter Healthcare 1986 - 1995
US Navy May 1980 - May 1986
Skills
Estate Planning, Financial Analysis, Retirement Planning, Banking, Asset Allocation
Education
University of Illinois at Urbana-Champaign 1976 — 1980
Bachelor of Engineering (B.E.), Engineering Technology, General
Suntrust Investment Services, Inc. January 1996 - Present
Baxter Healthcare 1986 - 1995
US Navy May 1980 - May 1986
Skills
Estate Planning, Financial Analysis, Retirement Planning, Banking, Asset Allocation
Education
University of Illinois at Urbana-Champaign 1976 — 1980
Bachelor of Engineering (B.E.), Engineering Technology, General
Amy Smoot's SunTrust Investment Services, Inc. Experience January 2013 - Present
Job SunTrust Investment Services, Inc
Industry Financial Services
Experience
Suntrust Investment Services, Inc January 2013 - Present
Merrill Lynch June 2005 - January 2013
Education
Averett University 2001 — 2004
Master of Business Administration (MBA), Business
Christopher Newport University 1998 — 2001
Bachelor of Science (BS), Business Administration/Management
Suntrust Investment Services, Inc January 2013 - Present
Merrill Lynch June 2005 - January 2013
Education
Averett University 2001 — 2004
Master of Business Administration (MBA), Business
Christopher Newport University 1998 — 2001
Bachelor of Science (BS), Business Administration/Management
David Plasse'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
S C & H Accounting Firm April 2012 - December 2013
Citibank September 2006 - April 2012
SunTrust Bank September 2000 - 2006
Education
University of Maryland College Park 1994 — 1999
BA
SunTrust Investment Services, Inc. January 2015 - Present
S C & H Accounting Firm April 2012 - December 2013
Citibank September 2006 - April 2012
SunTrust Bank September 2000 - 2006
Education
University of Maryland College Park 1994 — 1999
BA
Jennie Funi's SunTrust Investment Services, Inc. Experience 2010 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Suntrust Investment Services Inc. 2010 - Present
Education
University of Massachusetts Dartmouth 1989 — 1993
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.3
Suntrust Investment Services Inc. 2010 - Present
Education
University of Massachusetts Dartmouth 1989 — 1993
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.3
Maryalice Schaub's SunTrust Investment Services, Inc. Experience August 2013 - October 2014
Job Business Analyst at Department of Virginia State Police
Industry Information Technology and Services
Experience
Department of Virginia State Police June 2015 - Present
Fusion.com October 2014 - June 2015
SunTrust Investment Services, Inc. August 2013 - October 2014
American International Biotechnology Services September 2012 - July 2013
Argo Group International Holdings, Ltd. April 2012 - August 2012
Allianz Global Assistance July 2011 - February 2012
Wells Fargo Advisors April 2010 - July 2011
Markel Corporation June 2009 - April 2010
Virginia Farm Bureau November 2006 - June 2009
Anthem June 2003 - November 2006
Skills
Business Analysis, Requirements Gathering, Project Management, Requirements Analysis, SDLC, Visio, User Acceptance Testing, SharePoint, Business Process..., MS Project, Process Improvement, Customer Service, Microsoft SQL Server, System Testing, Information Technology, Microsoft Excel, SnagIt, PowerPoint, Test Cases, Consulting, Microsoft Word, Property & Casualty..., Quality Center, Microsoft Office, Outlook, Visual Basic, Functional Requirements, Health Insurance, Agile & Waterfall..., Public Speaking, Marketing Strategy, Use Case Analysis and..., Information Technology..., Test Director, Communication, Business Modeling, Online Publishing, Social Media Marketing, Evidence-based...
Education
Learning Tree International 2007 — 2008
Certificate, Business Analysis
University of Colorado Denver 2002 — 2003
Certificate, Business Analysis
University of North Carolina at Greensboro 1999 — 2000
Pre-Master's, IT Management
Monacan High School
University of North Carolina at Greensboro
Bachelor’s Degree, Communication and Theater, Teacher Certification
Department of Virginia State Police June 2015 - Present
Fusion.com October 2014 - June 2015
SunTrust Investment Services, Inc. August 2013 - October 2014
American International Biotechnology Services September 2012 - July 2013
Argo Group International Holdings, Ltd. April 2012 - August 2012
Allianz Global Assistance July 2011 - February 2012
Wells Fargo Advisors April 2010 - July 2011
Markel Corporation June 2009 - April 2010
Virginia Farm Bureau November 2006 - June 2009
Anthem June 2003 - November 2006
Skills
Business Analysis, Requirements Gathering, Project Management, Requirements Analysis, SDLC, Visio, User Acceptance Testing, SharePoint, Business Process..., MS Project, Process Improvement, Customer Service, Microsoft SQL Server, System Testing, Information Technology, Microsoft Excel, SnagIt, PowerPoint, Test Cases, Consulting, Microsoft Word, Property & Casualty..., Quality Center, Microsoft Office, Outlook, Visual Basic, Functional Requirements, Health Insurance, Agile & Waterfall..., Public Speaking, Marketing Strategy, Use Case Analysis and..., Information Technology..., Test Director, Communication, Business Modeling, Online Publishing, Social Media Marketing, Evidence-based...
Education
Learning Tree International 2007 — 2008
Certificate, Business Analysis
University of Colorado Denver 2002 — 2003
Certificate, Business Analysis
University of North Carolina at Greensboro 1999 — 2000
Pre-Master's, IT Management
Monacan High School
University of North Carolina at Greensboro
Bachelor’s Degree, Communication and Theater, Teacher Certification
Sach Trivedi,CFA,CIMA's SunTrust Investment Services, Inc. Experience July 2013 - Present
Job VP Private Financial Advisor at SunTrust Investment Services Inc.
Industry Financial Services
Experience
SunTrust Investment Services, Inc. July 2013 - Present
Merrill Lynch March 2007 - July 2013
TD Waterhouse 2006 - 2006
Ameriprise Financial Services, Inc. 2005 - 2005
Education
Wharton Executive Education 2011 — 2011
•Modern Portfolio Theory•Asset Allocation•Manager Search and Selection•Investment Policy•Performance
University of Florida 2003 — 2005
Bachelor's degree, Finance, General
University of Florida 2003 — 2005
Minor in Entrepreneurship, Finance, General
SunTrust Investment Services, Inc. July 2013 - Present
Merrill Lynch March 2007 - July 2013
TD Waterhouse 2006 - 2006
Ameriprise Financial Services, Inc. 2005 - 2005
Education
Wharton Executive Education 2011 — 2011
•Modern Portfolio Theory•Asset Allocation•Manager Search and Selection•Investment Policy•Performance
University of Florida 2003 — 2005
Bachelor's degree, Finance, General
University of Florida 2003 — 2005
Minor in Entrepreneurship, Finance, General
Eric Weinsier's SunTrust Investment Services, Inc. Experience March 2003 - Present
Job Fianancial Advisor at SunTrust Investment Services, Inc.
Industry Financial Services
Experience
SunTrust Investment Services, Inc. March 2003 - Present
Education
University of Florida 1988 — 1992
BS, Business Admin
SunTrust Investment Services, Inc. March 2003 - Present
Education
University of Florida 1988 — 1992
BS, Business Admin
Ashleigh McKimmie's SunTrust Investment Services, Inc. Experience 2014 - Present
Job Investment Associate at SunTrust Investment Services, Inc
Industry Financial Services
Experience
SunTrust Investment Services, Inc 2014 - Present
E*TRADE Financial Corporation 2011 - 2013
U.S. Census Bureau -- Census Coverage Management 2009 - 2010
U.S. Census Bureau 2009 - 2010
Home Depot Support Center 2008 - 2008
Chase Bank Corp 2007 - 2008
H&R Block 2005 - 2006
Education
Georgia State University - J. Mack Robinson College of Business 2005 — 2011
Bachelor's Degree, Finance, General
Georgia State University
SunTrust Investment Services, Inc 2014 - Present
E*TRADE Financial Corporation 2011 - 2013
U.S. Census Bureau -- Census Coverage Management 2009 - 2010
U.S. Census Bureau 2009 - 2010
Home Depot Support Center 2008 - 2008
Chase Bank Corp 2007 - 2008
H&R Block 2005 - 2006
Education
Georgia State University - J. Mack Robinson College of Business 2005 — 2011
Bachelor's Degree, Finance, General
Georgia State University
Ann-Marie Norman's SunTrust Investment Services, Inc. Experience September 2012 - Present
Job First Vice President Compliance Consultant
Industry Financial Services
Experience
SunTrust Investment Services, Inc. September 2012 - Present
SunTrust Investment Services, Inc. November 2007 - September 2012
SunTrust Investment Services, Inc. August 2006 - November 2007
SunTrust Investment Services, Inc. October 2005 - November 2007
SunTrust Investment Services, Inc. February 2002 - October 2005
SunTrust Investment Services, Inc. October 2001 - February 2002
SunTrust Investment Services, Inc. January 1999 - October 2001
SunTrust Bank November 1998 - July 1999
Ameriprise Financial Services, Inc. May 1998 - August 1998
Education
College of Financial Planning 2014 — 2017
Master of Science (M.S.), Personal Financial Planning
University of Miami - School of Business 1995 — 2011
Bachelors of Business Administration, International Finance and Marketing
SunTrust Investment Services, Inc. September 2012 - Present
SunTrust Investment Services, Inc. November 2007 - September 2012
SunTrust Investment Services, Inc. August 2006 - November 2007
SunTrust Investment Services, Inc. October 2005 - November 2007
SunTrust Investment Services, Inc. February 2002 - October 2005
SunTrust Investment Services, Inc. October 2001 - February 2002
SunTrust Investment Services, Inc. January 1999 - October 2001
SunTrust Bank November 1998 - July 1999
Ameriprise Financial Services, Inc. May 1998 - August 1998
Education
College of Financial Planning 2014 — 2017
Master of Science (M.S.), Personal Financial Planning
University of Miami - School of Business 1995 — 2011
Bachelors of Business Administration, International Finance and Marketing
Gustavo H Barrios's SunTrust Investment Services, Inc. Experience Office ManagerMW CorporationJanuary 2010 - Present
Job Office Manager at MW Corporation Inc
Industry Retail
Experience
SunTrust Investment Services, Inc. Office ManagerMW CorporationJanuary 2010 - Present
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Sales, PowerPoint, Social Media, Marketing, Leadership, Outlook
Education
Universidad de América
SunTrust Investment Services, Inc. Office ManagerMW CorporationJanuary 2010 - Present
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Sales, PowerPoint, Social Media, Marketing, Leadership, Outlook
Education
Universidad de América
Darrell Little's SunTrust Investment Services, Inc. Experience May 2007 - Present
Job Centralized Operations Manager at SunTrust Investment Services, Inc.
Industry Financial Services
Experience
SunTrust Investment Services, Inc. May 2007 - Present
First Clearing, LLC, Richmond, VA December 2005 to April 2007 December 2005 - April 2007
Education
University of North Carolina at Chapel Hill 1984 — 1988
Bachelor's Degree, Economics
SunTrust Investment Services, Inc. May 2007 - Present
First Clearing, LLC, Richmond, VA December 2005 to April 2007 December 2005 - April 2007
Education
University of North Carolina at Chapel Hill 1984 — 1988
Bachelor's Degree, Economics
Christopher Bragdon's SunTrust Investment Services, Inc. Experience 2014 - Present
Job Personal Banker
Industry Financial Services
Experience
SunTrust Investment Services, Inc. 2014 - Present
Wells Fargo May 2011 - June 2012
Skills
Banking, Retail Banking, Investment Banking, Commercial Banking, Fraud Investigations
Education
University of Maryland College Park 2015 — 2018
Bachelor's degree, Finance, General
SunTrust Investment Services, Inc. 2014 - Present
Wells Fargo May 2011 - June 2012
Skills
Banking, Retail Banking, Investment Banking, Commercial Banking, Fraud Investigations
Education
University of Maryland College Park 2015 — 2018
Bachelor's degree, Finance, General
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY