SunTrust Private Wealth Management
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
SunTrust Private Wealth Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at SunTrust Private Wealth Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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SunTrust Private Wealth Management Employees
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
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
SunTrust Private Wealth Management June 2012 - Present
Education
University of Alabama 2004 — 2009
Bachelor's Degree, Finance, Economics, Banking and Financial Services
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
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
SunTrust Private Wealth Management February 2014 - Present
SunTrust Investment Services November 2012 - February 2014
Capital One Financial Advisors July 2011 - October 2012
Signature Financial Partners - John Hancock September 2009 - July 2011
Raymond James January 2009 - June 2009
Merrill Lynch June 2008 - August 2008
Skills
Series 7, Series 66, Variable Life & Health
Education
Georgetown University 2012 — 2012
Certified Financial Planner
University of Maryland - Robert H. Smith School of Business 2007 — 2009
Finance, Economics
University of Maryland College Park 2006 — 2009
Bachelor of Science, General Business, Economics
SunTrust Private Wealth Management 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
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
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.
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
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
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
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
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
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
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
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
SunTrust Bank 2010 - Present
SunTrust Private Wealth Management 2005 - 2010
Education
University of Maryland College Park 1994 — 2000
Bachelor of Science (B.S.), Economics
SunTrust Private Wealth Management 2011 - Present
Education
The University of Georgia 1984 — 1986
Bachelor's Degree, Finance, General
Oxford College 1982 — 1984
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
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
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
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