SunTrust Private Wealth Management

Description

Address: 1999 Avenue of the Stars Suite 2500, Los Angeles, CA 90067 Phone: (310) 595-3870: : : Website: : Hours: : Place name: Category: : Website: http://www.genspring.com/ Category: Financial consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of GenSpring | SunTrust Private Wealth - LA Posting publicly on the Web Write a review Reviews Be the first to review

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SunTrust Private Wealth Management Employees

Employee
Years
Job
Industry
Christopher Swink Christopher Swink Tampa/St. Petersburg, Florida Area Details
Christopher Swink's SunTrust Private Wealth Management Experience November 2011 - September 2013
Job Senior Wealth Director, The Bank of New York Mellon
Industry Financial Services
Experience
BNY Mellon Wealth Management  September 2013 - Present
SunTrust Private Wealth Management   November 2011 - September 2013
Wachovia Wealth Management  December 2008 - November 2011
Wachovia Securities, LLC  June 2003 - December 2008
JPMorgan Chase  December 1999 - May 2003

Skills
Retirement Planning, Strategic Financial..., Investments, Wealth Management, Risk Management, Training, Portfolio Management, Finance, Wealth, Small Business, Investment Strategies, Management, Commercial Lending, Loans, Estate Planning, Investment Management, Private Banking, Wealth Management..., Mutual Funds, Series 7, Financial Planning

Education
Florida Southern College   1992 — 1996
Bachelor of Science, Psychology

University of South Florida
Financial Planning

Benjamin Maslyn Benjamin Maslyn Nashville, Tennessee Details
Benjamin Maslyn's SunTrust Private Wealth Management Experience June 2015 - Present
Job Investment Analyst, SunTrust Private Wealth Management
Industry Banking
Experience
SunTrust Private Wealth Management   June 2015 - Present
SunTrust Bank  September 2014 - June 2015
SunTrust Bank  June 2013 - September 2014
Test Rite Int'l Co. Ltd   June 2012 - November 2012
Test Rite Int'l Co. Ltd   September 2011 - May 2012

Skills
Time Management, Teamwork, Fast Learning, Hard Worker, Team Leadership, Banking, Organization, Personal Finance, Market Research, International Business, Leadership, Management, Customer Service, Finance, Sales, Financial Analysis, Research, Credit, Microsoft Office, Loans

Education
Belmont University   2014 — 2016
Master of Business Administration (M.B.A.), Finance and Financial Management Services

Belmont University   2008 — 2012
Bachelor of Business Administration (B.B.A.), International Business

Derrick Ogletree Derrick Ogletree Atlanta, Georgia Details
Derrick Ogletree's SunTrust Private Wealth Management Experience June 2012 - Present
Job Assistant Vice President, STIS Product Manager at SunTrust Private Wealth Management
Industry Financial Services
Experience
SunTrust Private Wealth Management   June 2012 - Present

Education
University of Alabama   2004 — 2009
Bachelor's Degree, Finance, Economics, Banking and Financial Services

Erick Jon Arnett Erick Jon Arnett Spring Hill, Florida Details
Erick Jon Arnett's SunTrust Private Wealth Management Experience December 2001 - August 2007
Job Registered Representative at TCM Securities, Inc. (Formerly Taylor Capital Mangement, Inc.), Member FINRA/SIPC
Industry Financial Services
Experience
TCM Securities, Inc. (Formerly Taylor Capital Mangement, Inc.), Member FINRA/SIPC   July 2013 - Present
Preferred Financial Advisors   April 2009 - Present
The Capital City Trust Company   August 2007 - March 2009
SunTrust Private Wealth Management   December 2001 - August 2007
Commerce Bank & Trust  January 1998 - December 2001
US Army  October 1992 - October 1997

Skills
Wealth Management, Estate Planning, Retirement Planning, Strategic Financial..., Alternative Investments, Life Insurance, Fixed Annuities, Variable Annuities, Indexed Annuities, Investment Management, Investments, Asset Management, Series 7, Portfolio Management, Retirement, CRM, Small Business, Wealth Management..., Financial Planners, Investment Advisory, Strategic Partnerships, Financial Advisory, Private Equity, Business Development, Financial Analysis, Employee Benefits, Financial Services, Series 63, High Net Worth..., Investment Strategies, Securities, Asset Allocation, Hedge Funds, Strategy, Risk Management, Wealth, Pensions, Finance, Corporate Finance, 401k, Tax, Equities, Bonds, Mutual Funds, IRAs, Insurance, FINRA, Fixed Income, Funding, Loans

Education
The American College   2012 — 2015
Chfc, Chartered Financial Consultant

College for Financial Planning   2005 — 2008
Financial Planning and Services

Leadership Hernando   2004 — 2004
Leadership, Leadership

Canon Trust School   2001 — 2004
Trusts

Kansas State University   1997 — 2000
B.S., Political Science/International Relations

Andrew College   1990 — 1992
A.S., Business

Recus-Devon Carter Recus-Devon Carter Richmond, Virginia Area Details
Recus-Devon Carter's SunTrust Private Wealth Management Experience March 2013 - December 2013
Job Assistant Vice President at SunTrust Consumer Home Retention
Industry Banking
Experience
SunTrust Consumer Home Retention   December 2013 - Present
SunTrust Private Wealth Management   March 2013 - December 2013
SunTrust Mortgage  October 2011 - March 2013
SunTrust Mortgage  May 2009 - October 2011
Senior Bankruptcy FNMA & FHLMC   May 2009 - October 2011
Wachovia Bank  February 2008 - May 2009
Saxon Capital Inc   March 2004 - September 2007
Bank of America, Loan Solutions   September 2002 - March 2004
Bank of America  July 1998 - February 2002
Bank of America  November 1996 - July 1998

Skills
Bankruptcy, Management, Account Management, Recruiting, CRM, Selling, Sales, Program Management, Analysis, Finance, Call Centers, Leadership, Negotiation, Insurance, Budgets, Marketing, Credit Analysis, Customer Service, Mortgage Banking, Risk Management

Education
Averett University
Professional Studies; Marketing & Finance; Business Management

Derek C. Smith, CFP® Derek C. Smith, CFP® Washington D.C. Metro Area Details
Derek C. Smith, CFP®'s SunTrust Private Wealth Management Experience February 2014 - Present
Job Financial Planner at SunTrust Private Wealth Management
Industry Financial Services
Experience
SunTrust Private Wealth Management   February 2014 - Present
SunTrust Investment Services  November 2012 - February 2014
Capital One Financial Advisors  July 2011 - October 2012
Signature Financial Partners - John Hancock   September 2009 - July 2011
Raymond James  January 2009 - June 2009
Merrill Lynch  June 2008 - August 2008

Skills
Series 7, Series 66, Variable Life & Health

Education
Georgetown University   2012 — 2012
Certified Financial Planner

University of Maryland - Robert H. Smith School of Business   2007 — 2009
Finance, Economics

University of Maryland College Park   2006 — 2009
Bachelor of Science, General Business, Economics

Todd Feintuch, CFP® Todd Feintuch, CFP® Jacksonville, Florida Area Details
Todd Feintuch, CFP®'s SunTrust Private Wealth Management Experience January 2014 - Present
Job Managing Director at SunTrust Private Wealth Management
Industry Financial Services
Experience
SunTrust Private Wealth Management   January 2014 - Present
BB&T  August 2008 - January 2014
Wachovia Bank  December 2004 - August 2008
Prudential Financial  2003 - December 2004

Skills
CERTIFIED FINANCIAL..., Series 7, series 66, Series 24, FL Life, Health, VA..., Wealth, Uniform Combined State..., Investments, Wealth Management..., Portfolio Management, Financial Advisory, Securities, Private Banking, Finance, Asset Allocation, Wealth Management, Investment Advisory, Series 65, Investment Strategies, Series 63, Insurance, Credit Analysis, Strategic Financial..., Asset Management, Management, Estate Planning, Retirement, Retirement Planning, Credit

Education
University of Central Florida
Bachelor of Science (BS), Finance

Wake Forest University - BB&T Banking School

J. Morgan Edwards, CFP® J. Morgan Edwards, CFP® Norfolk, Virginia Area Details
J. Morgan Edwards, CFP®'s SunTrust Private Wealth Management Experience July 2011 - Present
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS  April 2014 - Present
SunTrust Private Wealth Management   July 2011 - Present
Wachovia, A Wells Fargo Company  March 2008 - July 2011
SteelMaster Buildings  November 2005 - February 2008

Skills
Investments, Series 7, Loans, Wealth Management..., Credit, Strategic Financial..., Retirement Planning, Risk Management, Finance, Estate Planning

Education
James Madison University - College of Business   2001 — 2005
Bachelor of Business Administration, Marketing

East Carolina University   2000 — 2001

Adrienne Nelson Adrienne Nelson Washington D.C. Metro Area Details
Adrienne Nelson's SunTrust Private Wealth Management Experience February 2006 - Present
Job Trust Advisor SunTrust Private Wealth
Industry Banking
Experience
SunTrust Private Wealth Management   February 2006 - Present
F&M Bank  2001 - 2003
Bank of America  1984 - 2000

Skills
Wealth Management, Trusts, Trust Management, Trust Services, Estate Planning, Asset Management, Investment Management, Portfolio Management, Investments, Credit, Asset Allocation, Private Banking, High Net Worth..., Wealth Management..., Wealth, Retirement Planning

Education
Fordham University School of Law
J.D.

Hunter College
M.S.

R. Alex Null, CFP® R. Alex Null, CFP® Greater Atlanta Area Details
R. Alex Null, CFP®'s SunTrust Private Wealth Management Experience March 2003 - Present
Job Senior Vice President, Senior Product Manager at SunTrust Private Wealth Management
Industry Financial Services
Experience
SunTrust Private Wealth Management   March 2003 - Present
Edward D. Jones & Co.   April 2001 - February 2003
Well Fargo Financial   July 1999 - February 2001

Education
Auburn University, College of Business   1995 — 1999
Bachelor of Science (BS), Marketing

Samantha M. Vassallo, CTFA Samantha M. Vassallo, CTFA Boca Raton, Florida Details
Samantha M. Vassallo, CTFA's SunTrust Private Wealth Management Experience May 2008 - Present
Job Senior Vice President/Client Advisor at SunTrust Private Wealth Management
Industry Banking
Experience
SunTrust Private Wealth Management   May 2008 - Present
Junior League of Boca Raton  June 2010 - May 2011
Wachovia Wealth Management  December 1999 - December 2007
Deloitte & Touche LLP  January 1994 - December 1999

Skills
Wealth Management, Wealth Management..., Estate Planning, High Net Worth..., Private Banking, Finance, Strategic Financial..., Banking, Trust Services, Credit, Retail Banking, Tax, Loan Origination, Mortgage Lending, Commercial Banking, Consumer Lending, Loans, Commercial Lending, Credit Analysis, Financial Analysis, Operational Risk..., Small Business Lending, Retirement Planning

Education
Fordham Gabelli School of Business   1998 — 1999
Taxation

State University of New York College at Oneonta   1989 — 1993
BS Economics, Accounting/Marketing

Gayle Gruchow Gayle Gruchow Lynchburg, Virginia Area Details
Gayle Gruchow's SunTrust Private Wealth Management Experience July 2010 - May 2011
Job Certified Financial Planner™ professional at AXA Advisors
Industry Banking
Experience
AXA Advisors  January 2014 - Present
SunTrust Private Wealth Management   July 2010 - May 2011
WellPoint  July 2009 - July 2010
Valley Bank - Wealth Management Services   March 2008 - December 2008

Skills
Investments, Banking, Finance, Financial Services, Risk Management, Insurance

Education
American College for Financial Planning
CFP®, Financial Planning

University of North Carolina at Greensboro
Bachelor's Degree, Public Health

Jason Sykes Jason Sykes Charlotte, North Carolina Area Details
Jason Sykes's SunTrust Private Wealth Management Experience September 2011 - Present
Job Client Advisor at SunTrust Private Wealth Management
Industry Banking
Experience
SunTrust Private Wealth Management   September 2011 - Present
Wells Fargo  May 2004 - September 2011
BB&T  November 2001 - May 2004

Skills
Coaching, Music

Education
Campbell University   1996 — 1997
MBA, Business

Campbell University   1992 — 1997
Bachelor of Arts, Trust Management

John Mastrogianakis John Mastrogianakis Greater Atlanta Area Details
John Mastrogianakis's SunTrust Private Wealth Management Experience January 2015 - Present
Job Annuity Product Manager at SunTrust Private Wealth Management
Industry Financial Services
Experience
SunTrust Private Wealth Management   January 2015 - Present
SunTrust Bank  April 2012 - January 2015
FSC Securities  March 2011 - April 2012
AIG Advisor Group  April 2009 - March 2011
Old Mutual Financial Network  December 2007 - February 2009
Prudential Financial  February 2007 - September 2007
Jackson National Life  March 2006 - February 2007
Living Well Health Clubs, Hilton PLC   March 2004 - June 2005

Skills
Building Relationships, Asking Questions, Recruiting, Variable Annuities, Income for Life, Equity Indexed Annuities, Fixed Annuities, Quantitative Investing, Proformas, Collaborative Problem..., Sales, Management of small..., Salesforce.com, Relationship Management, Team-oriented, Parenting, Series 7, Series 24, Series 63, Life & Health Insurance..., FINRA Licensing and..., FINRA Disclosures, Financial Advisory, Retirement Planning, Uniform Combined State..., Training, Securities, Mutual Funds

Education
The Ohio State University Fisher College of Business   2001 — 2003
Bachelors of Administration, Marketing

Frank Goins, CFP®, CTFA, AEP® Frank Goins, CFP®, CTFA, AEP® Charlotte, North Carolina Area Details
Frank Goins, CFP®, CTFA, AEP®'s SunTrust Private Wealth Management Experience May 2006 - Present
Job Wealth Strategist Senior Vice President at SunTrust Private Wealth Management
Industry Financial Services
Experience
SunTrust Private Wealth Management   May 2006 - Present
Wachovia Wealth Management  June 1990 - April 2006

Skills
Strategic Financial..., Retirement Planning, Wealth, Wealth Management..., Estate Planning, New Business Development, Wealth Management, Investment Management, Insurance, Finance, Public Speaking, Portfolio Management, Financial Services, Investments, Financial Planning

Education
National Association of Estate Planners and Councils
AEP - Accredited Estate Planner

Federal and State Liscencing Boards
FINRA Series 7 and 63. NC Life and Health

American Bankers Association
CTFA - Certified Trust and Financial Advisor, Personal Financial Planning, Insurance, Tax Law, Fiduciary Law and Trust, Investment Management

Certified Financial Planner Board of Standards / Queens College
CFP - Certified Financial Planner, Financial Planning, Insurance, Income Tax, Portfolio Management, Estate & Retirement Planning

University of North Carolina at Greensboro
MBA, Concentration in Finance

Guilford College
B.S., Mathematics and Economics, Minor: History

Ellen Welch Ellen Welch Greater Atlanta Area Details
Ellen Welch's SunTrust Private Wealth Management Experience March 2013 - Present
Job SVP, Advisor Solutions Strategist, Wealth Services Group at SunTrust Private Wealth Management
Industry Financial Services
Experience
SunTrust Private Wealth Management   March 2013 - Present
SunTrust Investment Services  May 2000 - March 2013
SunTrust Mortgage  May 1997 - April 2000
First Union  January 1993 - April 1997
First Union (FKA Decatur Federal)   1993 - 1997
Decatur Federal   1990 - 1993

Skills
Wealth Management, Series 7, Sales/Service Business..., Client Relationship..., Financial Services, CRM, Training, Wealth Management..., Leadership, Business Process..., Management, Banking, Sales, Portfolio Management, Risk Management, Relationship Management, Strategy

Education
State University of New York College at Buffalo   1977 — 1981
Bachelor of Science, Geology

Liverpool High School   1973 — 1977

Michael Mongin Michael Mongin Orlando, Florida Area Details
Michael Mongin's SunTrust Private Wealth Management Experience December 2014 - July 2015
Job Executive advisor to exceptionally prosperous families protecting, investing and preserving generational wealth.
Industry Financial Services
Experience
GenSpring Family Offices  July 2015 - Present
SunTrust Private Wealth Management   December 2014 - July 2015
Wells Fargo  May 2010 - November 2014
Goldman Sachs  July 2003 - November 2008
The Ayco Company, L.P., a Goldman Sachs Company   April 1994 - November 2008

Skills
Relationship Management, High Net Worth..., Wealth Management, Wealth Management..., Strategic Financial..., Finance, Financial Services, Succession Planning, Estate Planning, Risk Management, Tax, Leadership, Marketing, Retirement Planning, Retirement, Financial Planners, Financial Planning, Financial Analysis, Strategy, Management, Employee Benefits, CRM, Portfolio Management, Management Consulting, Banking, Valuation, Mergers

Education
Albany Law School of Union University   1991 — 1994
Juris Doctor, Estate Planning and Tax

Hartwick College   1987 — 1991
B.A., Political Science, Business Management

Mike Schmeckpeper Mike Schmeckpeper Baltimore, Maryland Area Details
Mike Schmeckpeper's SunTrust Private Wealth Management Experience 2005 - 2010
Job First Vice President SunTrust Bank Private Wealth Management, Credit Advisory Services
Industry Banking
Experience
SunTrust Bank  2010 - Present
SunTrust Private Wealth Management   2005 - 2010

Education
University of Maryland College Park   1994 — 2000
Bachelor of Science (B.S.), Economics

Hugh Tarbutton, Jr. Hugh Tarbutton, Jr. Greater Atlanta Area Details
Hugh Tarbutton, Jr.'s SunTrust Private Wealth Management Experience 2011 - Present
Job Sr. Vice President Manager Private Wealth Management Solutions
Industry Financial Services
Experience
SunTrust Private Wealth Management   2011 - Present

Education
The University of Georgia   1984 — 1986
Bachelor's Degree, Finance, General

Oxford College   1982 — 1984

Ryan Clodfelter Ryan Clodfelter Raleigh-Durham, North Carolina Area Details
Ryan Clodfelter's SunTrust Private Wealth Management Experience 2006 - January 2012
Job Wealth and Insurance Strategist at BB&T
Industry Financial Services
Experience
BB&T  September 2012 - Present
Highland Capital Brokerage  January 2012 - September 2012
SunTrust Private Wealth Management   2006 - January 2012
The Crown Group  1999 - 2006

Skills
Strategic Financial..., Retirement Planning, Investments, Insurance, Series 7, Retirement, Life Insurance, Fixed Annuities, Underwriting, Risk Management, Wealth, Securities, Succession Planning, Wealth Management..., High Net Worth..., Asset Management, Business Planning, Series 63, Leadership, Estate Planning, Wealth Management, Financial Services, Banking

Education
Mars Hill College   1993 — 1997
Business Administration, Concentration in Marketing and Management

Glenn Caldwell, CFP® Glenn Caldwell, CFP® Washington D.C. Metro Area Details
Glenn Caldwell, CFP®'s SunTrust Private Wealth Management Experience June 2011 - Present
Job First Vice President
Industry Financial Services
Experience
SunTrust Private Wealth Management   June 2011 - Present
TIAA CREF  2009 - 2011
U.S. Trust, Bank of America   2005 - 2009
Wachovia Wealth Management  2001 - 2005

Skills
Wealth Management, Portfolio Management, Investments, Investment Advisory, Financial Planning, Busines Succesion..., Private Banking, Trusts and Estates, Asset Management, Mutual Funds, Banking, Wealth Management..., Asset Allocation, Financial Analysis, Financial Services, Finance, Financial Advisory, Alternative Investments

Education
Rutgers University-New Brunswick
Economics

Joey Weinberg Joey Weinberg Norfolk, Virginia Area Details
Joey Weinberg's SunTrust Private Wealth Management Experience July 2014 - Present
Job Client Advisor Associate, Medical Specialty Group at SunTrust Private Wealth Management
Industry Banking
Experience
SunTrust Private Wealth Management   July 2014 - Present
SunTrust Bank  December 2011 - July 2014
SunTrust Bank  September 2011 - July 2014
SunTrust Bank  December 2009 - September 2011
SunTrust Bank  September 2007 - December 2009

Skills
Banking, Loans, Relationship Management, Leadership, Management, Sales, Home Equity Lines of..., Finance, Marketing, Financial Services

Education
University of South Carolina-Columbia   2002 — 2005
BS, Management

Wofford College   2001 — 2002
Chemical Engineering

Alexander Tillman Alexander Tillman Atlanta, Georgia Details
Alexander Tillman's SunTrust Private Wealth Management Experience
Job Investment Trader at SunTrust Private Wealth Management
Industry Banking
Experience
SunTrust Private Wealth Management  

Skills
Banking, Investments, Customer Service, Management, Risk Management, Microsoft Office, Financial Analysis, Credit, Leadership, Sales

Education
Morris Brown College   1992 — 1996
BS in Marketing/Finance