SunTrust Robinson Humphrey
Industry: Company
DescriptionHeadquarters: Atlanta, Georgia, United States CEO: John N. Gregg Founded: 1995 Subsidiaries: SunTrust Robinson Humphrey, Inc., Research Division, Parent organization: SunTrust Banks
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SunTrust Robinson Humphrey Employees
Employee
Years
Job
Industry
William Clayton William Clayton's SunTrust Robinson Humphrey Experience May 2015 - August 2015
Job Investment Banking Summer Analyst at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey May 2015 - August 2015
EY December 2014 - December 2014
Howard University Student Affairs June 2014 - August 2014
Mike Wilbon and James Brown Celebrity Golf Tournament September 2012 - September 2013
Freshman Leadership Academy July 2013 - August 2013
Pledmont Investment Advisors June 2012 - August 2012
WRAL January 2012 - May 2012
Skills
Microsoft Office, PowerPoint, Public Speaking, Microsoft Word, Microsoft Excel, Financial Analysis, Social Networking, Event Planning, Customer Service, Social Media, Time Management, Leadership, Research
Education
Howard University 2012 — 2016
Bachelor's Degree, Finance
Howard University School of Business 2012 — 2016
Finance, General
SunTrust Robinson Humphrey May 2015 - August 2015
EY December 2014 - December 2014
Howard University Student Affairs June 2014 - August 2014
Mike Wilbon and James Brown Celebrity Golf Tournament September 2012 - September 2013
Freshman Leadership Academy July 2013 - August 2013
Pledmont Investment Advisors June 2012 - August 2012
WRAL January 2012 - May 2012
Skills
Microsoft Office, PowerPoint, Public Speaking, Microsoft Word, Microsoft Excel, Financial Analysis, Social Networking, Event Planning, Customer Service, Social Media, Time Management, Leadership, Research
Education
Howard University 2012 — 2016
Bachelor's Degree, Finance
Howard University School of Business 2012 — 2016
Finance, General
James Garlick James Garlick's SunTrust Robinson Humphrey Experience 2010 - 2013
Job Originations at GE Capital
Industry Financial Services
Experience
GE Capital Corporate Finance September 2013 - Present
Regions Financial Corporation 2013 - 2013
SunTrust Robinson Humphrey 2010 - 2013
Skills
Corporate Finance, Commercial Lending, Cash Flow Lending, Asset Based Lending, Loan Origination, Relationship Management, Underwriting, Due Diligence, Risk Management, Financial Analysis, Financial Modeling, Financial Structuring, Leveraged Finance, LBO, Mergers & Acquisitions, Valuation, Business Strategy, Credit
Education
Albion College
GE Capital Corporate Finance September 2013 - Present
Regions Financial Corporation 2013 - 2013
SunTrust Robinson Humphrey 2010 - 2013
Skills
Corporate Finance, Commercial Lending, Cash Flow Lending, Asset Based Lending, Loan Origination, Relationship Management, Underwriting, Due Diligence, Risk Management, Financial Analysis, Financial Modeling, Financial Structuring, Leveraged Finance, LBO, Mergers & Acquisitions, Valuation, Business Strategy, Credit
Education
Albion College
Deborah Snyder Deborah Snyder's SunTrust Robinson Humphrey Experience 2000 - 2005
Job Revenue Analyst at Infor
Industry Accounting
Experience
Infor September 2013 - Present
Towers Watson May 2005 - January 2013
SunTrust Robinson Humphrey 2000 - 2005
Dunwoody Church January 2000 - October 2000
Arthur Andersen LLP October 1997 - October 1998
Scottsdale Healthcare July 1997 - October 1997
Bank One January 1997 - June 1997
Skills
Revenue Analysis, Revenue Recognition, Financial Analysis, Accounting, Finance, Financial Modeling, Strategic Planning, Process Improvement, Project Management, Microsoft Excel, Forecasting, Pilates Instructor, Analysis, General Ledger
Education
Arizona State University
Bachelor of Science (BS), Finance - Financial Markets and Institutions
Arizona State University
Interior Architecture, College of Architecture and Environmental Design
Arizona State University
Computer Graphics, College of Engineering
Infor September 2013 - Present
Towers Watson May 2005 - January 2013
SunTrust Robinson Humphrey 2000 - 2005
Dunwoody Church January 2000 - October 2000
Arthur Andersen LLP October 1997 - October 1998
Scottsdale Healthcare July 1997 - October 1997
Bank One January 1997 - June 1997
Skills
Revenue Analysis, Revenue Recognition, Financial Analysis, Accounting, Finance, Financial Modeling, Strategic Planning, Process Improvement, Project Management, Microsoft Excel, Forecasting, Pilates Instructor, Analysis, General Ledger
Education
Arizona State University
Bachelor of Science (BS), Finance - Financial Markets and Institutions
Arizona State University
Interior Architecture, College of Architecture and Environmental Design
Arizona State University
Computer Graphics, College of Engineering
William Rowe's SunTrust Robinson Humphrey Experience July 2014 - Present
Job MD at SunTrust Robinson Humphrey
Industry Banking
Experience
SunTrust Robinson Humphrey July 2014 - Present
RBS Citizens Group July 2012 - July 2014
Bank of America 2000 - 2012
Skills
Banking, Risk Management, Loans, Credit Risk, Financial Analysis, Commercial Banking, Credit, Credit Analysis, Commercial Lending, Portfolio Management, Capital Markets, Financial Modeling
Education
Boston University - School of Management 1993 — 1996
Master of Business Administration (MBA)
Ohio Wesleyan University
SunTrust Robinson Humphrey July 2014 - Present
RBS Citizens Group July 2012 - July 2014
Bank of America 2000 - 2012
Skills
Banking, Risk Management, Loans, Credit Risk, Financial Analysis, Commercial Banking, Credit, Credit Analysis, Commercial Lending, Portfolio Management, Capital Markets, Financial Modeling
Education
Boston University - School of Management 1993 — 1996
Master of Business Administration (MBA)
Ohio Wesleyan University
William Stein, CFA's SunTrust Robinson Humphrey Experience July 2012 - Present
Job Technology / Industrials Equity Research Analyst
Industry Financial Services
Experience
SunTrust Robinson Humphrey July 2012 - Present
Credit Suisse July 2004 - July 2012
Independent Consultant August 2003 - June 2004
MF Electronics January 2002 - August 2003
MF Electronics May 1999 - December 2001
NetGravity February 1998 - April 1999
Smith Barney June 1996 - February 1998
BlackRock January 1993 - June 1994
AT&T January 1992 - December 1992
Skills
Investments, Equity Research, Financial Analysis, Financial Modeling, Valuation, Competitive Analysis, Product Marketing, Restructuring, Strategy, Equities, Fixed Income, Management, Analysis, Corporate Finance, Stocks, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
MBA, Finance & International Business
Brandeis University 1988 — 1992
BA, Computer Science
Scarsdale High School 1984 — 1988
High School
SunTrust Robinson Humphrey July 2012 - Present
Credit Suisse July 2004 - July 2012
Independent Consultant August 2003 - June 2004
MF Electronics January 2002 - August 2003
MF Electronics May 1999 - December 2001
NetGravity February 1998 - April 1999
Smith Barney June 1996 - February 1998
BlackRock January 1993 - June 1994
AT&T January 1992 - December 1992
Skills
Investments, Equity Research, Financial Analysis, Financial Modeling, Valuation, Competitive Analysis, Product Marketing, Restructuring, Strategy, Equities, Fixed Income, Management, Analysis, Corporate Finance, Stocks, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
MBA, Finance & International Business
Brandeis University 1988 — 1992
BA, Computer Science
Scarsdale High School 1984 — 1988
High School
Eric Nanes's SunTrust Robinson Humphrey Experience July 2014 - Present
Job Director Institutional Equity Sales at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey July 2014 - Present
Cowen and Company August 2007 - April 2014
First Albany March 2007 - August 2007
Cowen and Company April 2003 - March 2007
CIC Group, Inc. January 2000 - April 2003
Sage Capital Management, L.L.C. January 1998 - January 2000
Deutsche Morgan Grenfell August 1996 - December 1997
Skills
Equities, Bloomberg, Valuation, Equity Research, Series 63, Series 7, Equity Trading, FINRA, Portfolio Management, Financial Modeling, Hedge Funds, Alternative Investments
Education
Boston University Graduate School of Management 1994 — 1996
MBA
Syracuse University 1990 — 1994
Psychology
Livingston High School
SunTrust Robinson Humphrey July 2014 - Present
Cowen and Company August 2007 - April 2014
First Albany March 2007 - August 2007
Cowen and Company April 2003 - March 2007
CIC Group, Inc. January 2000 - April 2003
Sage Capital Management, L.L.C. January 1998 - January 2000
Deutsche Morgan Grenfell August 1996 - December 1997
Skills
Equities, Bloomberg, Valuation, Equity Research, Series 63, Series 7, Equity Trading, FINRA, Portfolio Management, Financial Modeling, Hedge Funds, Alternative Investments
Education
Boston University Graduate School of Management 1994 — 1996
MBA
Syracuse University 1990 — 1994
Psychology
Livingston High School
Johnetta Bush Johnetta Bush's SunTrust Robinson Humphrey Experience May 2006 - August 2014
Job Vice President / Senior Credit Portfolio Manager in Restaurant Banking Team at Regions Financial Corporation
Industry Banking
Experience
Regions Financial Corporation August 2014 - Present
SunTrust Robinson Humphrey May 2006 - August 2014
SunTrust Robinson Humphrey January 2008 - March 2012
Skills
Capital Markets, Valuation, Financial Modeling, Portfolio Management, Investment Banking, Corporate Finance, Credit Risk, Risk Management
Education
Brandeis International Business School 2004 — 2006
Masters, Finance
Spelman College 1999 — 2003
Bachelors, Economics
Regions Financial Corporation August 2014 - Present
SunTrust Robinson Humphrey May 2006 - August 2014
SunTrust Robinson Humphrey January 2008 - March 2012
Skills
Capital Markets, Valuation, Financial Modeling, Portfolio Management, Investment Banking, Corporate Finance, Credit Risk, Risk Management
Education
Brandeis International Business School 2004 — 2006
Masters, Finance
Spelman College 1999 — 2003
Bachelors, Economics
Matt Curulla Matt Curulla's SunTrust Robinson Humphrey Experience June 2014 - June 2015
Job Analyst at Golub Capital
Industry Financial Services
Experience
Golub Capital July 2015 - Present
SunTrust Robinson Humphrey June 2014 - June 2015
UNC Kenan-Flagler January 2014 - May 2014
SunTrust Robinson Humphrey May 2013 - July 2013
Atlas Diligence, LLC May 2012 - July 2012
Xela Capital January 2012 - April 2012
Town of Chapel Hill, NC` October 2011 - December 2011
Skills
Microsoft Office, Private Equity, Finance, Microsoft Excel, Financial Modeling, Investment Banking
Education
University of North Carolina at Chapel Hill 2011 — 2013
B.S., Business Administration
Appalachian State University 2009 — 2011
Ardrey Kell High School
Golub Capital July 2015 - Present
SunTrust Robinson Humphrey June 2014 - June 2015
UNC Kenan-Flagler January 2014 - May 2014
SunTrust Robinson Humphrey May 2013 - July 2013
Atlas Diligence, LLC May 2012 - July 2012
Xela Capital January 2012 - April 2012
Town of Chapel Hill, NC` October 2011 - December 2011
Skills
Microsoft Office, Private Equity, Finance, Microsoft Excel, Financial Modeling, Investment Banking
Education
University of North Carolina at Chapel Hill 2011 — 2013
B.S., Business Administration
Appalachian State University 2009 — 2011
Ardrey Kell High School
Hugh Patrick Keefe Hugh Patrick Keefe's SunTrust Robinson Humphrey Experience July 2012 - Present
Job Associate Mergers and Acquisitions at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey July 2012 - Present
SunTrust Robinson Humphrey June 2011 - August 2011
Rebirth Financial November 2010 - March 2011
FactSet Research Systems February 2010 - June 2010
FactSet Research Systems June 2006 - January 2010
Skills
Series 63, Series 7, Series 79, Equity Research, Financial Modeling, Valuation, Equities, Investments, Financial Analysis, Asset Managment, Portfolio Management, Fixed Income, Hedge Funds, Capital Markets, Investment Banking, Corporate Finance, Securities, Managerial Finance, Management, Finance, Venture Capital, Mergers & Acquisitions, Business Valuation, Investment Management
Education
Tulane University - A.B. Freeman School of Business 2010 — 2012
MBA, Finance
Providence College 2002 — 2006
BS, Finance
Choate Rosemary Hall 1998 — 2002
SunTrust Robinson Humphrey July 2012 - Present
SunTrust Robinson Humphrey June 2011 - August 2011
Rebirth Financial November 2010 - March 2011
FactSet Research Systems February 2010 - June 2010
FactSet Research Systems June 2006 - January 2010
Skills
Series 63, Series 7, Series 79, Equity Research, Financial Modeling, Valuation, Equities, Investments, Financial Analysis, Asset Managment, Portfolio Management, Fixed Income, Hedge Funds, Capital Markets, Investment Banking, Corporate Finance, Securities, Managerial Finance, Management, Finance, Venture Capital, Mergers & Acquisitions, Business Valuation, Investment Management
Education
Tulane University - A.B. Freeman School of Business 2010 — 2012
MBA, Finance
Providence College 2002 — 2006
BS, Finance
Choate Rosemary Hall 1998 — 2002
Andres Sandate's SunTrust Robinson Humphrey Experience April 2006 - August 2007
Job Senior Managing Director, Business Development at Whetstone Capital Advisors
Industry Investment Management
Experience
Whetstone Capital Advisors June 2015 - Present
Endurance Strategies, LLC May 2010 - Present
Axiom Capital Management November 2014 - July 2015
Ascendant Capital, LLC. November 2014 - June 2015
ALPFA February 2010 - February 2012
INROADS, Inc. October 2007 - December 2010
Regions Financial Corporation February 2009 - October 2009
Regions Financial Corporation July 2007 - February 2009
SunTrust Robinson Humphrey April 2006 - August 2007
Gator Leasing, Inc. January 2005 - April 2006
Skills
Alternative Investments, Hedge Funds, Fund Of Funds, Private Equity, Private Equity Funding, Fundraising, New Business Development, Business Relationship..., Investor Relations, Emerging Managers, Acceleration Capital, First-Loss Capital, Seeding and Incubation..., Investment Advisory, Investment Strategies, Investment Products, Secondaries, Venture Capital, Venture Financing, Investment Banking, Capital Markets, Corporate Finance, Financial Modeling, Professional..., Non-profits, Industry Associations, Investments, Finance, Investment Management, Nonprofits, Banking, Asset Management, Business Strategy, Strategy, Business Development, Financial Services, Securities, Start-ups, Mutual Funds, Private Placements, Financial Structuring, Portfolio Management, Due Diligence, Financial Advisory
Education
CIMBA 2002 — 2004
MBA
University of Kansas - Graduate School of Business 2002 — 2004
MBA, International Business
The University of Kansas 1997 — 2002
BS, Business Administration
University of Arizona 1998 — 1999
Business
Whetstone Capital Advisors June 2015 - Present
Endurance Strategies, LLC May 2010 - Present
Axiom Capital Management November 2014 - July 2015
Ascendant Capital, LLC. November 2014 - June 2015
ALPFA February 2010 - February 2012
INROADS, Inc. October 2007 - December 2010
Regions Financial Corporation February 2009 - October 2009
Regions Financial Corporation July 2007 - February 2009
SunTrust Robinson Humphrey April 2006 - August 2007
Gator Leasing, Inc. January 2005 - April 2006
Skills
Alternative Investments, Hedge Funds, Fund Of Funds, Private Equity, Private Equity Funding, Fundraising, New Business Development, Business Relationship..., Investor Relations, Emerging Managers, Acceleration Capital, First-Loss Capital, Seeding and Incubation..., Investment Advisory, Investment Strategies, Investment Products, Secondaries, Venture Capital, Venture Financing, Investment Banking, Capital Markets, Corporate Finance, Financial Modeling, Professional..., Non-profits, Industry Associations, Investments, Finance, Investment Management, Nonprofits, Banking, Asset Management, Business Strategy, Strategy, Business Development, Financial Services, Securities, Start-ups, Mutual Funds, Private Placements, Financial Structuring, Portfolio Management, Due Diligence, Financial Advisory
Education
CIMBA 2002 — 2004
MBA
University of Kansas - Graduate School of Business 2002 — 2004
MBA, International Business
The University of Kansas 1997 — 2002
BS, Business Administration
University of Arizona 1998 — 1999
Business
Lauren Lovett Lauren Lovett's SunTrust Robinson Humphrey Experience June 2007 - January 2012
Job Strategy & Transformation Consulting
Industry Management Consulting
Experience
Capgemini Consulting April 2015 - Present
Wells Fargo January 2012 - March 2015
SunTrust Robinson Humphrey June 2007 - January 2012
Education
Emory University - Goizueta Business School 2011 — 2014
Master of Business Administration (MBA)
Auburn University 2003 — 2007
Bachelor of Science (B.S.)
Capgemini Consulting April 2015 - Present
Wells Fargo January 2012 - March 2015
SunTrust Robinson Humphrey June 2007 - January 2012
Education
Emory University - Goizueta Business School 2011 — 2014
Master of Business Administration (MBA)
Auburn University 2003 — 2007
Bachelor of Science (B.S.)
Michael Ely Michael Ely's SunTrust Robinson Humphrey Experience 2000 - 2000
Job Experienced Financial Professional
Industry Investment Management
Experience
Ely Financial Consulting 2011 - Present
BikeAthens 2006 - March 2013
Georgia Gwinnett College 2008 - 2010
Cash Flow Analytics 2005 - 2010
Georgia Institute of Technology 2002 - 2005
Harry and David 2001 - 2001
SunTrust Robinson Humphrey 2000 - 2000
Skills
Asset Management, Investments, Portfolio Management, Equities, Fixed Income, Teaching Experience, Equity Research, Non-profit..., Financial Analysis, Forecasting, Finance, Budgets, Accounting, Financial Modeling
Education
Georgia Institute of Technology 2000 — 2002
Master of Business Administration (MBA), Accounting and Finance, 4.0
Boston University 1988 — 1992
Bachelor of Arts, Economics and Mathematics/Statistics; Mathematics/Statistics
Ely Financial Consulting 2011 - Present
BikeAthens 2006 - March 2013
Georgia Gwinnett College 2008 - 2010
Cash Flow Analytics 2005 - 2010
Georgia Institute of Technology 2002 - 2005
Harry and David 2001 - 2001
SunTrust Robinson Humphrey 2000 - 2000
Skills
Asset Management, Investments, Portfolio Management, Equities, Fixed Income, Teaching Experience, Equity Research, Non-profit..., Financial Analysis, Forecasting, Finance, Budgets, Accounting, Financial Modeling
Education
Georgia Institute of Technology 2000 — 2002
Master of Business Administration (MBA), Accounting and Finance, 4.0
Boston University 1988 — 1992
Bachelor of Arts, Economics and Mathematics/Statistics; Mathematics/Statistics
Elliott Smith, CFA's SunTrust Robinson Humphrey Experience September 2014 - Present
Job Research Associate at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey September 2014 - Present
StableRiver Capital Management LLC October 2012 - August 2014
StableRiver Capital Management LLC February 2011 - March 2013
Mustang Engineering June 2008 - July 2009
Skills
MBA Finance, Financial Analysis, Market Analysis, Financial Modeling, Fixed Income Analysis, Creative Problem Solving, Presentation Development, Risk Management, Teamwork, PowerPoint, Excel, Word, Civil Engineering, Microsoft Excel, Microsoft Word, Fixed Income, Portfolio Management, Forecasting
Education
Georgia State University - J. Mack Robinson College of Business 2010 — 2012
MBA - Finance, Finance, 3.8
Auburn University 2004 — 2008
BCE, Civil Engineering
Kennesaw Mountain High School 2000 — 2004
SunTrust Robinson Humphrey September 2014 - Present
StableRiver Capital Management LLC October 2012 - August 2014
StableRiver Capital Management LLC February 2011 - March 2013
Mustang Engineering June 2008 - July 2009
Skills
MBA Finance, Financial Analysis, Market Analysis, Financial Modeling, Fixed Income Analysis, Creative Problem Solving, Presentation Development, Risk Management, Teamwork, PowerPoint, Excel, Word, Civil Engineering, Microsoft Excel, Microsoft Word, Fixed Income, Portfolio Management, Forecasting
Education
Georgia State University - J. Mack Robinson College of Business 2010 — 2012
MBA - Finance, Finance, 3.8
Auburn University 2004 — 2008
BCE, Civil Engineering
Kennesaw Mountain High School 2000 — 2004
Ron Shah Ron Shah's SunTrust Robinson Humphrey Experience 2002 - 2006
Job CFO at HodgesMace Benefits Group, Inc.
Industry Insurance
Experience
Hodges-Mace, LLC October 2011 - Present
phytest July 2010 - September 2011
VRA Partners, LLC 2006 - July 2010
SunTrust Robinson Humphrey 2002 - 2006
Clarkston Consulting 1997 - 2000
CSC Consulting January 1996 - June 1997
Skills
Mergers, Private Equity, Valuation, Investment Banking, Strategic Planning, Financial Analysis, Business Strategy, Management Consulting, Corporate Finance, Finance, Mergers & Acquisitions, Financial Modeling, Strategy, Venture Capital, Restructuring, Corporate Development, Due Diligence
Education
University of Virginia - Darden Graduate School of Business Administration 2000 — 2002
MBA
Babson College 1992 — 1996
BS, Finance
Hodges-Mace, LLC October 2011 - Present
phytest July 2010 - September 2011
VRA Partners, LLC 2006 - July 2010
SunTrust Robinson Humphrey 2002 - 2006
Clarkston Consulting 1997 - 2000
CSC Consulting January 1996 - June 1997
Skills
Mergers, Private Equity, Valuation, Investment Banking, Strategic Planning, Financial Analysis, Business Strategy, Management Consulting, Corporate Finance, Finance, Mergers & Acquisitions, Financial Modeling, Strategy, Venture Capital, Restructuring, Corporate Development, Due Diligence
Education
University of Virginia - Darden Graduate School of Business Administration 2000 — 2002
MBA
Babson College 1992 — 1996
BS, Finance
Jessica Johnson Gibson Jessica Johnson Gibson's SunTrust Robinson Humphrey Experience June 2014 - August 2014
Job Investor Relations Sr. Analyst at The Home Depot
Industry Capital Markets
Experience
The Home Depot August 2014 - Present
SunTrust Robinson Humphrey June 2014 - August 2014
SunTrust Robinson Humphrey June 2011 - June 2014
Skills
Series 7, Series 63, Financial Modeling, Portfolio Management, Corporate Finance
Education
Auburn University, College of Business
The Home Depot August 2014 - Present
SunTrust Robinson Humphrey June 2014 - August 2014
SunTrust Robinson Humphrey June 2011 - June 2014
Skills
Series 7, Series 63, Financial Modeling, Portfolio Management, Corporate Finance
Education
Auburn University, College of Business
Cindi Gibson Cindi Gibson's SunTrust Robinson Humphrey Experience May 2002 - August 2010
Job Director at SunTrust Bank, Delivery ManagerConsumer Products
Industry Information Services
Experience
SunTrust Bank November 2012 - Present
SunTrust Bank 2012 - October 2012
SunTrust Robinson Humphrey May 2002 - August 2010
Online Financial 1988 - 2001
Texas Instruments 1984 - 1988
Skills
Financial Services, FINRA, Portfolio Management, Capital Markets, Trading, Banking, Relationship Management, Business Analysis, Vendor Management, Investment Banking, Business Intelligence, Integration, SDLC, PMO, Project Planning, IT Strategy, Strategy, Business Process..., Project Portfolio..., Requirements Gathering, Project Delivery, Process Improvement, Outsourcing, CRM
Education
Auburn University 1980 — 1984
Bachelor of Arts (B.A.), Computer Science
SunTrust Bank November 2012 - Present
SunTrust Bank 2012 - October 2012
SunTrust Robinson Humphrey May 2002 - August 2010
Online Financial 1988 - 2001
Texas Instruments 1984 - 1988
Skills
Financial Services, FINRA, Portfolio Management, Capital Markets, Trading, Banking, Relationship Management, Business Analysis, Vendor Management, Investment Banking, Business Intelligence, Integration, SDLC, PMO, Project Planning, IT Strategy, Strategy, Business Process..., Project Portfolio..., Requirements Gathering, Project Delivery, Process Improvement, Outsourcing, CRM
Education
Auburn University 1980 — 1984
Bachelor of Arts (B.A.), Computer Science
Amanda Klinkatsis Amanda Klinkatsis's SunTrust Robinson Humphrey Experience May 2013 - July 2013
Job Performance Analyst at CSX
Industry Financial Services
Experience
CSX July 2014 - Present
Clemson University August 2012 - May 2014
Clemson University January 2011 - May 2014
Clemson University August 2010 - May 2014
SunTrust Robinson Humphrey May 2013 - July 2013
Skills
•Highly developed..., •Microsoft Word,..., •Excellent team..., Accounting, Time Management, Analysis, Management, Research, Leadership, Economics, Teaching, Data Analysis, PowerPoint, Access, Public Speaking, Teamwork, Microsoft Word, Microsoft Excel, SPSS, Social Media, Microsoft Office
Education
Clemson University 2010 — 2014
Bachelor of Science, Financial Management and Economics
Clemson University - College of Business and Behavioral Science
CSX July 2014 - Present
Clemson University August 2012 - May 2014
Clemson University January 2011 - May 2014
Clemson University August 2010 - May 2014
SunTrust Robinson Humphrey May 2013 - July 2013
Skills
•Highly developed..., •Microsoft Word,..., •Excellent team..., Accounting, Time Management, Analysis, Management, Research, Leadership, Economics, Teaching, Data Analysis, PowerPoint, Access, Public Speaking, Teamwork, Microsoft Word, Microsoft Excel, SPSS, Social Media, Microsoft Office
Education
Clemson University 2010 — 2014
Bachelor of Science, Financial Management and Economics
Clemson University - College of Business and Behavioral Science
Hays Evans Hays Evans's SunTrust Robinson Humphrey Experience August 1995 - May 2005
Job Evans Watts & Henshaw Wealth Management Group of Wells Fargo Advisors LLC
Industry Financial Services
Experience
Capital Group Private Client Services September 2015 - Present
Evans, Watts, & Henshaw Wealth Management Group of Wells Fargo Advisors LLC June 2012 - September 2015
Morgan Keegan 2005 - 2012
SunTrust Robinson Humphrey August 1995 - May 2005
Skills
Trading, Asset Allocation, Mutual Funds, Risk Management, Investments, Variable Products, Securities, Equity Trading, Alternative Investments
Education
Georgia State University - J. Mack Robinson College of Business 1997 — 1999
Master of Business Administration (M.B.A.), Finance, General
Birmingham-Southern College 1991 — 1995
Bachelor's Degree, Finance, General
Capital Group Private Client Services September 2015 - Present
Evans, Watts, & Henshaw Wealth Management Group of Wells Fargo Advisors LLC June 2012 - September 2015
Morgan Keegan 2005 - 2012
SunTrust Robinson Humphrey August 1995 - May 2005
Skills
Trading, Asset Allocation, Mutual Funds, Risk Management, Investments, Variable Products, Securities, Equity Trading, Alternative Investments
Education
Georgia State University - J. Mack Robinson College of Business 1997 — 1999
Master of Business Administration (M.B.A.), Finance, General
Birmingham-Southern College 1991 — 1995
Bachelor's Degree, Finance, General
Caroline Russo Caroline Russo's SunTrust Robinson Humphrey Experience November 2005 - January 2015
Job
Industry Cosmetics
Experience
Rodan+Fields Dermatologists October 2013 - Present
SunTrust Robinson Humphrey November 2005 - January 2015
Skills
Accounting, Financial Reporting, Financial Analysis, Banking, GAAP, Auditing, Financial Accounting, General Ledger, Journal Entries, Account Reconciliation, Cash Management, SEC filings, Process Improvement, Capital Markets, Cash Flow, Internal Controls, Variance Analysis, Finance, Microsoft Excel, Social Media, Budgets
Education
Birmingham-Southern College 2002 — 2005
Bachelor's degree, Accounting and Business/Management
Rodan+Fields Dermatologists October 2013 - Present
SunTrust Robinson Humphrey November 2005 - January 2015
Skills
Accounting, Financial Reporting, Financial Analysis, Banking, GAAP, Auditing, Financial Accounting, General Ledger, Journal Entries, Account Reconciliation, Cash Management, SEC filings, Process Improvement, Capital Markets, Cash Flow, Internal Controls, Variance Analysis, Finance, Microsoft Excel, Social Media, Budgets
Education
Birmingham-Southern College 2002 — 2005
Bachelor's degree, Accounting and Business/Management
Kelsey Rossman Kelsey Rossman's SunTrust Robinson Humphrey Experience June 2013 - Present
Job Corporate & Investment Banking Associate at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey June 2013 - Present
SunTrust Robinson Humphrey June 2011 - June 2013
Conde Nast May 2009 - August 2009
Skills
Credit Analysis, Leveraged Finance, Loan Origination, Financial Modeling, High Yield Bonds, Bloomberg, Corporate Finance, Financial Analysis, Investments, Investment Banking, Syndications, Capital Markets, LBO, Valuation, Series 7
Education
Auburn University 2007 — 2011
Bachelor of Science, Business Administration: Finance and Marketing
SunTrust Robinson Humphrey June 2013 - Present
SunTrust Robinson Humphrey June 2011 - June 2013
Conde Nast May 2009 - August 2009
Skills
Credit Analysis, Leveraged Finance, Loan Origination, Financial Modeling, High Yield Bonds, Bloomberg, Corporate Finance, Financial Analysis, Investments, Investment Banking, Syndications, Capital Markets, LBO, Valuation, Series 7
Education
Auburn University 2007 — 2011
Bachelor of Science, Business Administration: Finance and Marketing
Dan Valerino Dan Valerino's SunTrust Robinson Humphrey Experience September 2013 - June 2015
Job MBA Candidate, UNC KenanFlagler Business School
Industry Higher Education
Experience
SunTrust Robinson Humphrey September 2013 - June 2015
PricewaterhouseCoopers September 2011 - August 2013
Bucknell Student Managed Investment Fund August 2010 - May 2011
SC&H Group June 2010 - August 2010
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Research, Financial Modeling, Auditing, Financial Analysis, Social Media, Data Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Bucknell University 2007 — 2011
BSBA, Accounting
SunTrust Robinson Humphrey September 2013 - June 2015
PricewaterhouseCoopers September 2011 - August 2013
Bucknell Student Managed Investment Fund August 2010 - May 2011
SC&H Group June 2010 - August 2010
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Research, Financial Modeling, Auditing, Financial Analysis, Social Media, Data Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Bucknell University 2007 — 2011
BSBA, Accounting
Mark Caldwell Mark Caldwell's SunTrust Robinson Humphrey Experience July 2006 - May 2007
Job President at Southeast Accounting and Finance Incorporated
Industry Accounting
Experience
Southeast Accounting and Finance Incorporated February 2013 - Present
Aflac, Inc December 2011 - January 2013
Aflac, Inc August 2010 - November 2011
Aflac, Inc March 2010 - July 2010
Aflac, Inc January 2009 - February 2010
The Home Depot, Inc May 2007 - August 2008
SunTrust Robinson Humphrey July 2006 - May 2007
Skills
Financial Analysis, Accounting, Sarbanes-Oxley Act, Financial Reporting, Insurance, Financial Modeling, Auditing, GAAP, Financial Accounting, SEC filings, Forecasting, CPA, Budgets, Internal Controls, Financial Statements, Microsoft Excel, Strategic Financial..., Process Improvement, Analysis, Risk Management, Finance, Internal Audit, Mergers & Acquisitions, Valuation, Investments
Education
Auburn University 2008 — 2009
Masters of AccountancyAugust
Georgia Institute of Technology - Georgia Tech College of Management 2002 — 2006
B.S., Management - Accounting and Finance
Southeast Accounting and Finance Incorporated February 2013 - Present
Aflac, Inc December 2011 - January 2013
Aflac, Inc August 2010 - November 2011
Aflac, Inc March 2010 - July 2010
Aflac, Inc January 2009 - February 2010
The Home Depot, Inc May 2007 - August 2008
SunTrust Robinson Humphrey July 2006 - May 2007
Skills
Financial Analysis, Accounting, Sarbanes-Oxley Act, Financial Reporting, Insurance, Financial Modeling, Auditing, GAAP, Financial Accounting, SEC filings, Forecasting, CPA, Budgets, Internal Controls, Financial Statements, Microsoft Excel, Strategic Financial..., Process Improvement, Analysis, Risk Management, Finance, Internal Audit, Mergers & Acquisitions, Valuation, Investments
Education
Auburn University 2008 — 2009
Masters of AccountancyAugust
Georgia Institute of Technology - Georgia Tech College of Management 2002 — 2006
B.S., Management - Accounting and Finance
Matthew Bracewell, CFA's SunTrust Robinson Humphrey Experience July 2008 - June 2011
Job Analyst at Conatus Capital Management LP
Industry Investment Management
Experience
Conatus Capital Management LP July 2015 - Present
Large Global Long/Short Equity Fund April 2014 - June 2015
Owl Creek Asset Management May 2014 - August 2014
Sycale Advisors September 2013 - April 2014
Navigation Capital Partners March 2012 - August 2013
MGB Management 2012 - 2013
MedAssets July 2011 - March 2012
SunTrust Robinson Humphrey July 2008 - June 2011
Skills
Financial Modeling, Business Strategy, Industry Analysis, Credit Analysis, Marketing Materials, LBO, Private Equity, Fund Formation, Analysis, Competitive Analysis, Corporate Finance, Corporate Development, Equities, Finance, Due Diligence, Financial Analysis, Investment Banking, Investments, Leveraged Finance, Marketing, Portfolio Management, Strategy, Valuation, Mutual Funds, Mergers
Education
Columbia University - Columbia Business School 2013 — 2015
MBA, Investment Management
Auburn University, College of Business 2004 — 2008
BA, Finance, Spanish
Conatus Capital Management LP July 2015 - Present
Large Global Long/Short Equity Fund April 2014 - June 2015
Owl Creek Asset Management May 2014 - August 2014
Sycale Advisors September 2013 - April 2014
Navigation Capital Partners March 2012 - August 2013
MGB Management 2012 - 2013
MedAssets July 2011 - March 2012
SunTrust Robinson Humphrey July 2008 - June 2011
Skills
Financial Modeling, Business Strategy, Industry Analysis, Credit Analysis, Marketing Materials, LBO, Private Equity, Fund Formation, Analysis, Competitive Analysis, Corporate Finance, Corporate Development, Equities, Finance, Due Diligence, Financial Analysis, Investment Banking, Investments, Leveraged Finance, Marketing, Portfolio Management, Strategy, Valuation, Mutual Funds, Mergers
Education
Columbia University - Columbia Business School 2013 — 2015
MBA, Investment Management
Auburn University, College of Business 2004 — 2008
BA, Finance, Spanish
David Keil's SunTrust Robinson Humphrey Experience 1995 - 2000
Job CEO at QASymphony
Industry Computer Software
Experience
QASymphony July 2014 - Present
Digistrive January 2012 - July 2014
IBBS 2007 - 2011
ChoicePoint 2004 - 2007
ChoicePoint 2002 - 2004
Novient 2000 - 2002
SunTrust Robinson Humphrey 1995 - 2000
Dun & Bradstreet Software 1991 - 1995
Bain & Company 1985 - 1991
Skills
Mergers, Business Development, Strategic Partnerships, SaaS, Product Management, Strategy, Start-ups, Management, E-commerce, Business Strategy, Cloud Computing, Executive Management
Education
University of Pennsylvania - The Wharton School 1987 — 1989
MBA
Brown University 1981 — 1985
BS, Applied Math/Economics
West Orange High School
QASymphony July 2014 - Present
Digistrive January 2012 - July 2014
IBBS 2007 - 2011
ChoicePoint 2004 - 2007
ChoicePoint 2002 - 2004
Novient 2000 - 2002
SunTrust Robinson Humphrey 1995 - 2000
Dun & Bradstreet Software 1991 - 1995
Bain & Company 1985 - 1991
Skills
Mergers, Business Development, Strategic Partnerships, SaaS, Product Management, Strategy, Start-ups, Management, E-commerce, Business Strategy, Cloud Computing, Executive Management
Education
University of Pennsylvania - The Wharton School 1987 — 1989
MBA
Brown University 1981 — 1985
BS, Applied Math/Economics
West Orange High School
Mark W. Moore Mark W. Moore's SunTrust Robinson Humphrey Experience 2000 - 2014
Job Senior Relationship Manager Institutional Sales Trader
Industry Investment Banking
Experience
SunTrust Robinson Humphrey 2000 - 2014
PaineWebber 1998 - 2000
NatWest 1997 - 1997
Bankers Trust 1996 - 1997
Skills
Relationship Management, Business Development, Management / Leadership, Market Trend Analysis, Negotiation, Growth Strategies, Institutional Sales, Equity Trading, Securities, Financial Markets, Equity Research, Bloomberg, Hedge Funds, Asset Management, Investments, Series 63, Fixed Income, Investment Management, Strategy, Alternative Investments, Options, Trading Systems, Portfolio Management, Equities, Trading, Series 7, Capital Markets, Investment Accounting, Leadership Management
Education
Boston University Questrom School of Business 1989 — 1991
Master of Business Administration (MBA), Finance and Marketing
Providence College 1981 — 1985
Bachelor of Science (B.S.) Business Administration, Marketing / Marketing Management
SunTrust Robinson Humphrey 2000 - 2014
PaineWebber 1998 - 2000
NatWest 1997 - 1997
Bankers Trust 1996 - 1997
Skills
Relationship Management, Business Development, Management / Leadership, Market Trend Analysis, Negotiation, Growth Strategies, Institutional Sales, Equity Trading, Securities, Financial Markets, Equity Research, Bloomberg, Hedge Funds, Asset Management, Investments, Series 63, Fixed Income, Investment Management, Strategy, Alternative Investments, Options, Trading Systems, Portfolio Management, Equities, Trading, Series 7, Capital Markets, Investment Accounting, Leadership Management
Education
Boston University Questrom School of Business 1989 — 1991
Master of Business Administration (MBA), Finance and Marketing
Providence College 1981 — 1985
Bachelor of Science (B.S.) Business Administration, Marketing / Marketing Management
Leigh (Shapiro) Williamson Leigh (Shapiro) Williamson's SunTrust Robinson Humphrey Experience January 2010 - July 2013
Job Client Portfolio Manager at GWK Investment Management
Industry Financial Services
Experience
GWK Investment Management July 2013 - Present
SunTrust Robinson Humphrey January 2010 - July 2013
Leerink Swann February 2006 - January 2010
Skills
Equities, Portfolio Management, Investments, Financial Analysis, Series 7, Mutual Funds, Finance, Banking, Financial Modeling, Asset Management, Financial Services, Microsoft Excel, Series 63, Wealth Management, Risk Management, Bloomberg, Hedge Funds
Education
Boston College 2002 — 2005
Bachelor of Arts (BA), Psychology and Women's Studies
Princeton University 1999 — 2000
Falmouth Academy
Falmouth Academy
GWK Investment Management July 2013 - Present
SunTrust Robinson Humphrey January 2010 - July 2013
Leerink Swann February 2006 - January 2010
Skills
Equities, Portfolio Management, Investments, Financial Analysis, Series 7, Mutual Funds, Finance, Banking, Financial Modeling, Asset Management, Financial Services, Microsoft Excel, Series 63, Wealth Management, Risk Management, Bloomberg, Hedge Funds
Education
Boston College 2002 — 2005
Bachelor of Arts (BA), Psychology and Women's Studies
Princeton University 1999 — 2000
Falmouth Academy
Falmouth Academy
K. Newton Juhng K. Newton Juhng's SunTrust Robinson Humphrey Experience 2003 - 2004
Job Senior Vice President at GE Capital Healthcare Financial Services
Industry Financial Services
Experience
GE Capital October 2011 - Present
FBR June 2010 - September 2011
BB&T Capital Markets 2006 - 2010
Piper Jaffray 2004 - 2006
SunTrust Robinson Humphrey 2003 - 2004
Fulcrum Global Partners June 2003 - September 2003
Dresdner Kleinwort Wasserstein April 2001 - September 2002
National Institutes of Health 1996 - 1999
Skills
Alternative Investments, Analysis, Asset Management, Bloomberg, Capital Markets, Corporate Development, Corporate Finance, Due Diligence, Equities, Equity Research, Equity Valuation, Financial Analysis, Financial Modeling, Investment Banking, Investments, Leveraged Finance, Portfolio Management, Mergers & Acquisitions, Research, Valuation, Private Equity, Series 7, Venture Capital
Education
Amherst College 1992 — 1996
B.A., Psychology
Tenafly High School 1988 — 1992
GE Capital October 2011 - Present
FBR June 2010 - September 2011
BB&T Capital Markets 2006 - 2010
Piper Jaffray 2004 - 2006
SunTrust Robinson Humphrey 2003 - 2004
Fulcrum Global Partners June 2003 - September 2003
Dresdner Kleinwort Wasserstein April 2001 - September 2002
National Institutes of Health 1996 - 1999
Skills
Alternative Investments, Analysis, Asset Management, Bloomberg, Capital Markets, Corporate Development, Corporate Finance, Due Diligence, Equities, Equity Research, Equity Valuation, Financial Analysis, Financial Modeling, Investment Banking, Investments, Leveraged Finance, Portfolio Management, Mergers & Acquisitions, Research, Valuation, Private Equity, Series 7, Venture Capital
Education
Amherst College 1992 — 1996
B.A., Psychology
Tenafly High School 1988 — 1992
Bill Brooks, MBA Bill Brooks, MBA's SunTrust Robinson Humphrey Experience January 2008 - January 2010
Job Director of Finance and Administration at Maryland Community Health Initiatives
Industry Hospital & Health Care
Experience
Maryland Community Health Initiatives, Inc. February 2014 - Present
Words & Numbers December 2011 - January 2014
SunTrust Bank January 2010 - December 2011
SunTrust Robinson Humphrey January 2008 - January 2010
Laureate Education January 2004 - June 2007
Bank of America January 2005 - June 2005
Mobile Computer Corp. November 2001 - May 2003
BulkRegister.com January 2000 - May 2001
Netpliance October 1999 - January 2000
East Coast Promotions June 1998 - October 1999
Skills
Financial Analysis, Risk Management, Credit Risk, Information Technology, Sales, Sales Management, Financial Reporting, Technical Writing, Operations Management, Sales Presentations, Loan Origination, Loan Servicing, Credit Cards, International Business..., Energy Management, Renewable Energy, Banking, Private Equity, Management Consulting, Capital Markets, Investments, Corporate Finance, Budgets, Project Management, Due Diligence, Equities, Analysis, Asset Managment, Credit, Market Research, Forecasting, Financial Modeling, Finance, Corporate Development, Business Strategy, Business Development, Relationship Management, Management, Leadership, CRM, Executive Management, Valuation, Cross-functional Team...
Education
University of Baltimore 2002 — 2005
MBA, Master of Business Administration
American University 1992 — 1996
B.A., English
Walden University 2005 — 2015
Ph.D. (ABD, not completed), International Business
Risk Management Association 2010 — 2011
Credit Training Certificate
Universidad Europea
International Residency, Study Abroad
University of Liverpool
International Residency, Study Abroad
Severna Park High School
Class of 1990
Maryland Community Health Initiatives, Inc. February 2014 - Present
Words & Numbers December 2011 - January 2014
SunTrust Bank January 2010 - December 2011
SunTrust Robinson Humphrey January 2008 - January 2010
Laureate Education January 2004 - June 2007
Bank of America January 2005 - June 2005
Mobile Computer Corp. November 2001 - May 2003
BulkRegister.com January 2000 - May 2001
Netpliance October 1999 - January 2000
East Coast Promotions June 1998 - October 1999
Skills
Financial Analysis, Risk Management, Credit Risk, Information Technology, Sales, Sales Management, Financial Reporting, Technical Writing, Operations Management, Sales Presentations, Loan Origination, Loan Servicing, Credit Cards, International Business..., Energy Management, Renewable Energy, Banking, Private Equity, Management Consulting, Capital Markets, Investments, Corporate Finance, Budgets, Project Management, Due Diligence, Equities, Analysis, Asset Managment, Credit, Market Research, Forecasting, Financial Modeling, Finance, Corporate Development, Business Strategy, Business Development, Relationship Management, Management, Leadership, CRM, Executive Management, Valuation, Cross-functional Team...
Education
University of Baltimore 2002 — 2005
MBA, Master of Business Administration
American University 1992 — 1996
B.A., English
Walden University 2005 — 2015
Ph.D. (ABD, not completed), International Business
Risk Management Association 2010 — 2011
Credit Training Certificate
Universidad Europea
International Residency, Study Abroad
University of Liverpool
International Residency, Study Abroad
Severna Park High School
Class of 1990
PJ Bullock PJ Bullock's SunTrust Robinson Humphrey Experience 2007 - 2008
Job Business Development Manager at Varian Medical Systems
Industry Medical Devices
Experience
Varian Medical Systems September 2011 - Present
Terry College of Business September 2009 - September 2011
International Society of Africans in Wine ("ISAW") May 2008 - August 2010
SunTrust Robinson Humphrey 2007 - 2008
Skills
Valuation, Mergers, Financial Modeling, Finance, Financial Analysis, Competitive Analysis, Strategic Planning, Strategy, Marketing, Market Analysis, Cross-functional Team..., Business Strategy, Market Research, Data Analysis, Due Diligence, Forecasting, Investments, Business Development, Microsoft Excel, Risk Management
Education
University of Georgia - Terry College of Business 2009 — 2011
MBA, Finance & Entrepreneurship
University of Georgia - Terry College of Business 2004 — 2006
BBA, Economics
Appalachian State University 2002 — 2004
Business
Varian Medical Systems September 2011 - Present
Terry College of Business September 2009 - September 2011
International Society of Africans in Wine ("ISAW") May 2008 - August 2010
SunTrust Robinson Humphrey 2007 - 2008
Skills
Valuation, Mergers, Financial Modeling, Finance, Financial Analysis, Competitive Analysis, Strategic Planning, Strategy, Marketing, Market Analysis, Cross-functional Team..., Business Strategy, Market Research, Data Analysis, Due Diligence, Forecasting, Investments, Business Development, Microsoft Excel, Risk Management
Education
University of Georgia - Terry College of Business 2009 — 2011
MBA, Finance & Entrepreneurship
University of Georgia - Terry College of Business 2004 — 2006
BBA, Economics
Appalachian State University 2002 — 2004
Business
Bruce Sanders's SunTrust Robinson Humphrey Experience August 1998 - April 2001
Job Waddell & Reed Financial Advisors
Industry Investment Management
Experience
Waddell & Reed Financial Advisors, Inc. June 2015 - Present
Waddell & Reed Financial Advisors June 2015 - Present
Morgan Stanley April 2002 - December 2007
SunTrust Robinson Humphrey August 1998 - April 2001
Skills
Strategic Financial..., Alternative Investments, Advanced Tax Free...
Education
California State University-Fresno 1969 — 1974
BA Public Administration; MS Phys Ed/Sport Physiology, Public Administration and Journalism
Fresno State University Bulldogs
BA in Public Administration and MS in Sport Physiology, Communications and Management
Waddell & Reed Financial Advisors, Inc. June 2015 - Present
Waddell & Reed Financial Advisors June 2015 - Present
Morgan Stanley April 2002 - December 2007
SunTrust Robinson Humphrey August 1998 - April 2001
Skills
Strategic Financial..., Alternative Investments, Advanced Tax Free...
Education
California State University-Fresno 1969 — 1974
BA Public Administration; MS Phys Ed/Sport Physiology, Public Administration and Journalism
Fresno State University Bulldogs
BA in Public Administration and MS in Sport Physiology, Communications and Management
Horace Zona's SunTrust Robinson Humphrey Experience January 2008 - Present
Job MD and Group Head Technology, Media & Telecommunications Investment Banking at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey January 2008 - Present
Wachovia, A Wells Fargo Company January 2000 - March 2007
TD Securities 1991 - 2000
Toronto Dominion Securities 1991 - 2000
UBS Investment Bank 1989 - 1991
Kidder Peabody June 1987 - January 1990
Skills
Investment Banking, Private Equity, Valuation, Corporate Finance, Capital Markets, Mergers & Acquisitions, Financial Modeling, Venture Capital, Corporate Development, Due Diligence, Investments, Equities, Portfolio Management, Leveraged Finance, Emerging Markets
Education
Boston College 1983 — 1987
BA, Economics
SunTrust Robinson Humphrey January 2008 - Present
Wachovia, A Wells Fargo Company January 2000 - March 2007
TD Securities 1991 - 2000
Toronto Dominion Securities 1991 - 2000
UBS Investment Bank 1989 - 1991
Kidder Peabody June 1987 - January 1990
Skills
Investment Banking, Private Equity, Valuation, Corporate Finance, Capital Markets, Mergers & Acquisitions, Financial Modeling, Venture Capital, Corporate Development, Due Diligence, Investments, Equities, Portfolio Management, Leveraged Finance, Emerging Markets
Education
Boston College 1983 — 1987
BA, Economics
Vivian Fox Vivian Fox's SunTrust Robinson Humphrey Experience 1971 - 1974
Job President at Millennium III, Inc.
Industry Computer Hardware
Experience
Millennium III, Inc. September 1998 - Present
IBM February 1976 - December 1996
SunTrust Robinson Humphrey 1971 - 1974
Skills
Marketing, Strategic Planning, New Business Development, Sales, Team Building, Business Development
Education
Heidelberg University 1974 — 1975
post graduate work, German
University of North Carolina at Chapel Hill 1969 — 1971
B.A., English
Brenau University 1967 — 1969
undergraduate
Millennium III, Inc. September 1998 - Present
IBM February 1976 - December 1996
SunTrust Robinson Humphrey 1971 - 1974
Skills
Marketing, Strategic Planning, New Business Development, Sales, Team Building, Business Development
Education
Heidelberg University 1974 — 1975
post graduate work, German
University of North Carolina at Chapel Hill 1969 — 1971
B.A., English
Brenau University 1967 — 1969
undergraduate
Bob Christian Bob Christian's SunTrust Robinson Humphrey Experience 1978 - 1980
Job Champions Financial
Industry Investment Banking
Experience
Champions Financial June 2009 - Present
Midtown Partners May 2004 - July 2009
SunTrust Robinson Humphrey 1978 - 1980
Skills
Investment Banking, Finance, Investments, Private Placements, Business Valuation, Venture Capital, Private Equity, Equities, Investor Relations, Business Strategy, Alternative Investments, Entrepreneurship, Asset Management, Corporate Finance, Mergers & Acquisitions, Financial Markets, Leadership, Valuation, Business Planning, Financial Structuring, Series 7, Mergers, Start-ups, Financial Analysis, Corporate Development, Due Diligence, Fixed Income, Turn Around Management, Trading, Emerging Markets, International Business, Business Development, Restructuring, Banking, Securities, IPO, Financial Modeling, Capital Markets, Strategic Planning, Microsoft Excel, Bloomberg, Negotiation, Strategic Partnerships, Derivatives, Equity Capital Markets, Strategy, Project Finance, Family Office, New Business Development, M&A experience
Education
Auburn University 1961 — 1967
BS, Business Adminstration
Georgia Southwestern State University 1960 — 1961
BS, Business Adminstration
Champions Financial June 2009 - Present
Midtown Partners May 2004 - July 2009
SunTrust Robinson Humphrey 1978 - 1980
Skills
Investment Banking, Finance, Investments, Private Placements, Business Valuation, Venture Capital, Private Equity, Equities, Investor Relations, Business Strategy, Alternative Investments, Entrepreneurship, Asset Management, Corporate Finance, Mergers & Acquisitions, Financial Markets, Leadership, Valuation, Business Planning, Financial Structuring, Series 7, Mergers, Start-ups, Financial Analysis, Corporate Development, Due Diligence, Fixed Income, Turn Around Management, Trading, Emerging Markets, International Business, Business Development, Restructuring, Banking, Securities, IPO, Financial Modeling, Capital Markets, Strategic Planning, Microsoft Excel, Bloomberg, Negotiation, Strategic Partnerships, Derivatives, Equity Capital Markets, Strategy, Project Finance, Family Office, New Business Development, M&A experience
Education
Auburn University 1961 — 1967
BS, Business Adminstration
Georgia Southwestern State University 1960 — 1961
BS, Business Adminstration
Gregory Badger Gregory Badger's SunTrust Robinson Humphrey Experience May 2014 - Present
Job Managing Director, Group Head Northeast Corp Banking at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey May 2014 - Present
Bank of America Merrill Lynch August 1992 - March 2014
ML 2004 - 2005
Bank of New England August 1988 - August 1992
Education
Boston College - Carroll School of Management 1992 — 1997
Master of Business Administration (MBA), Finance & Mgmt
Northeastern University 1983 — 1988
Bachelor of Science (BS), Accounting and Finance
SunTrust Robinson Humphrey May 2014 - Present
Bank of America Merrill Lynch August 1992 - March 2014
ML 2004 - 2005
Bank of New England August 1988 - August 1992
Education
Boston College - Carroll School of Management 1992 — 1997
Master of Business Administration (MBA), Finance & Mgmt
Northeastern University 1983 — 1988
Bachelor of Science (BS), Accounting and Finance
Carol Dodson Carol Dodson's SunTrust Robinson Humphrey Experience May 2012 - June 2014
Job Risk & Control Analyst at SunTrust Bank
Industry Investment Banking
Experience
SunTrust Robinson Humphrey May 2012 - June 2014
SunTrust Bank 2014 - 2014
Skills
Finance, Financial Risk, Analysis, Financial Services, Strategy, Loans, Credit Risk
Education
Atlanta Metropolitan College 2009 — 2015
Business Administration and Management, General
Clark Atlanta University 1982 — 1984
Business Administration and Management, General
SunTrust Robinson Humphrey May 2012 - June 2014
SunTrust Bank 2014 - 2014
Skills
Finance, Financial Risk, Analysis, Financial Services, Strategy, Loans, Credit Risk
Education
Atlanta Metropolitan College 2009 — 2015
Business Administration and Management, General
Clark Atlanta University 1982 — 1984
Business Administration and Management, General
Whit Steers Whit Steers's SunTrust Robinson Humphrey Experience June 2012 - August 2012
Job Analyst at Regions Securities LLC
Industry Banking
Experience
Regions Securities LLC February 2015 - Present
Regions Financial Corporation July 2014 - February 2015
Regions Financial Corporation July 2013 - July 2014
SunTrust Robinson Humphrey June 2012 - August 2012
Skills
Financial Services, Loans, Finance, Investment Banking, Mergers & Acquisitions, Insurance, Executive Management, Financial Modeling, Analysis, Credit, Forecasting, Risk Management, Management, Financial Analysis, Microsoft Office
Education
Auburn University 2009 — 2013
Bachelor of Science (B.S.), Finance
Regions Securities LLC February 2015 - Present
Regions Financial Corporation July 2014 - February 2015
Regions Financial Corporation July 2013 - July 2014
SunTrust Robinson Humphrey June 2012 - August 2012
Skills
Financial Services, Loans, Finance, Investment Banking, Mergers & Acquisitions, Insurance, Executive Management, Financial Modeling, Analysis, Credit, Forecasting, Risk Management, Management, Financial Analysis, Microsoft Office
Education
Auburn University 2009 — 2013
Bachelor of Science (B.S.), Finance
Larry Llerena's SunTrust Robinson Humphrey Experience August 2015 - Present
Job Assistant Vice President University Relations Recruiting at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey August 2015 - Present
Sponsors for Educational Opportunity August 2013 - Present
AT&T Mobility October 2011 - April 2013
AT&T Mobility May 2011 - October 2011
Morgan Stanley February 2010 - February 2011
General Mills May 2009 - August 2009
Chase Cost Management December 2007 - April 2009
Skills
Sales, Financial Analysis, Venture Capital, Mobile Applications, Early-stage Startups, Project Management, Finance, Analysis, Leadership, Training, Recruiting, Social Media, Consulting
Education
City University of New York-Baruch College - Zicklin School of Business 2005 — 2009
Bachelor of Business Administration (BBA), Finance & Investments
SunTrust Robinson Humphrey August 2015 - Present
Sponsors for Educational Opportunity August 2013 - Present
AT&T Mobility October 2011 - April 2013
AT&T Mobility May 2011 - October 2011
Morgan Stanley February 2010 - February 2011
General Mills May 2009 - August 2009
Chase Cost Management December 2007 - April 2009
Skills
Sales, Financial Analysis, Venture Capital, Mobile Applications, Early-stage Startups, Project Management, Finance, Analysis, Leadership, Training, Recruiting, Social Media, Consulting
Education
City University of New York-Baruch College - Zicklin School of Business 2005 — 2009
Bachelor of Business Administration (BBA), Finance & Investments
Neil Mahoney Neil Mahoney's SunTrust Robinson Humphrey Experience November 2001 - March 2004
Job Independent Financial Advisor and Business Administrator
Industry Financial Services
Experience
ABW Advisors, LLC November 2012 - Present
Cambridge Wealth Counsel May 2006 - Present
Cambridge Wealth Counsel May 2006 - October 2012
LifeWise Financial Planning April 2004 - April 2006
Capitol Architecture & Engineering April 2004 - October 2005
SunTrust Robinson Humphrey November 2001 - March 2004
Business & Wealth Advisors September 2000 - October 2001
Wasatch County Government October 1998 - July 2000
Moulton Machinery Company May 1997 - September 1998
Education
Georgia State University - J. Mack Robinson College of Business 2000 — 2003
MBA, Personal Financial Planning
Brigham Young University 1995 — 1997
Bachelor, Russian
Ricks College 1991 — 1995
Associate of Arts and Sciences (A.A.S.), General Studies
ABW Advisors, LLC November 2012 - Present
Cambridge Wealth Counsel May 2006 - Present
Cambridge Wealth Counsel May 2006 - October 2012
LifeWise Financial Planning April 2004 - April 2006
Capitol Architecture & Engineering April 2004 - October 2005
SunTrust Robinson Humphrey November 2001 - March 2004
Business & Wealth Advisors September 2000 - October 2001
Wasatch County Government October 1998 - July 2000
Moulton Machinery Company May 1997 - September 1998
Education
Georgia State University - J. Mack Robinson College of Business 2000 — 2003
MBA, Personal Financial Planning
Brigham Young University 1995 — 1997
Bachelor, Russian
Ricks College 1991 — 1995
Associate of Arts and Sciences (A.A.S.), General Studies
Ian Hollander Ian Hollander's SunTrust Robinson Humphrey Experience July 2011 - Present
Job Equity Trader at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey July 2011 - Present
UBS Wealth Management March 2011 - July 2011
Sterne Agee January 2011 - March 2011
Pacific Wealth Group November 2010 - February 2011
Wells Fargo Advisors May 2009 - November 2010
Education
Bucknell University 2005 — 2009
Bachelors of Arts, Economics, Political Science
The Kinkaid School
SunTrust Robinson Humphrey July 2011 - Present
UBS Wealth Management March 2011 - July 2011
Sterne Agee January 2011 - March 2011
Pacific Wealth Group November 2010 - February 2011
Wells Fargo Advisors May 2009 - November 2010
Education
Bucknell University 2005 — 2009
Bachelors of Arts, Economics, Political Science
The Kinkaid School
Nicholas Gentile Nicholas Gentile's SunTrust Robinson Humphrey Experience July 2005 - July 2006
Job Associate Investment Banking at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company July 2012 - Present
Moelis & Company June 2011 - August 2011
Frederick Zollo Productions November 2009 - February 2010
Leftfield Pictures July 2008 - November 2009
Jefferies & Company July 2006 - April 2008
SunTrust Robinson Humphrey July 2005 - July 2006
Skills
Financial Modeling, Valuation, Corporate Finance, Due Diligence, Mergers, Corporate Development, Finance, Financial Statement..., Strategic Planning, Private Equity, Investment Banking, Financial Analysis, LBO, Investments, Equities, Bloomberg
Education
University of California, Los Angeles - The Anderson School of Management 2010 — 2012
MBA, Finance and Entrepreneurship
Boston College 2001 — 2005
BS, Finance, Accounting, Philosophy
Moelis & Company July 2012 - Present
Moelis & Company June 2011 - August 2011
Frederick Zollo Productions November 2009 - February 2010
Leftfield Pictures July 2008 - November 2009
Jefferies & Company July 2006 - April 2008
SunTrust Robinson Humphrey July 2005 - July 2006
Skills
Financial Modeling, Valuation, Corporate Finance, Due Diligence, Mergers, Corporate Development, Finance, Financial Statement..., Strategic Planning, Private Equity, Investment Banking, Financial Analysis, LBO, Investments, Equities, Bloomberg
Education
University of California, Los Angeles - The Anderson School of Management 2010 — 2012
MBA, Finance and Entrepreneurship
Boston College 2001 — 2005
BS, Finance, Accounting, Philosophy
Sushmitha (Sushi) Radhakrishnan Sushmitha (Sushi) Radhakrishnan's SunTrust Robinson Humphrey Experience June 2014 - August 2014
Job Investment Banking Analyst at Nomura Securities
Industry Financial Services
Experience
Nomura July 2015 - Present
Emory Center for Alternative Investments August 2014 - May 2015
SunTrust Robinson Humphrey June 2014 - August 2014
Hypepotamus August 2013 - September 2013
The Home Depot May 2013 - August 2013
Deloitte June 2012 - August 2012
Gwinnett Chamber of Commerce June 2009 - August 2009
Skills
PowerPoint, Leadership, Teaching, Microsoft Office, Data Analysis, Microsoft Word, Microsoft Excel, Financial Modeling, SPSS, Java, Teamwork, HTML, Assembly Language, JavaScript, C, CSS, Finance, Process Improvement
Education
Emory University - Goizueta Business School 2011 — 2015
Bachelor of Business Administration (BBA), Computer Science, Finance, General
City University London 2013 — 2013
Finance, General
Peachtree Ridge High School 2007 — 2011
4.0/4.0
Nomura July 2015 - Present
Emory Center for Alternative Investments August 2014 - May 2015
SunTrust Robinson Humphrey June 2014 - August 2014
Hypepotamus August 2013 - September 2013
The Home Depot May 2013 - August 2013
Deloitte June 2012 - August 2012
Gwinnett Chamber of Commerce June 2009 - August 2009
Skills
PowerPoint, Leadership, Teaching, Microsoft Office, Data Analysis, Microsoft Word, Microsoft Excel, Financial Modeling, SPSS, Java, Teamwork, HTML, Assembly Language, JavaScript, C, CSS, Finance, Process Improvement
Education
Emory University - Goizueta Business School 2011 — 2015
Bachelor of Business Administration (BBA), Computer Science, Finance, General
City University London 2013 — 2013
Finance, General
Peachtree Ridge High School 2007 — 2011
4.0/4.0
Stephen Lok Stephen Lok's SunTrust Robinson Humphrey Experience November 1997 - October 2007
Job Graduate Research Assistant at Kennesaw State University
Industry Information Technology and Services
Experience
Kennesaw State University August 2010 - Present
SunTrust Bank November 1997 - October 2007
SunTrust Robinson Humphrey November 1997 - October 2007
Skills
Visio, Microsoft SQL Server, MS Project, Databases, Access, SQL, C#, Project Management, Business Process, Networking, ASP, Contract Management, Data Analysis, Analysis
Education
Hochschule Anhalt 2013 — 2013
Department of Economics, MBA Exchange, International Trade
Kennesaw State University - Michael J. Coles College of Business 2010 — 2011
MSIS, MBA, Business Process, International Trade
Georgia State University - J. Mack Robinson College of Business 2008 — 2010
BBA, CIS
Georgia State University, Robinson College of Business 2007 — 2010
Bachelor of Business Administration, Computer Information Systems
Kennesaw State University August 2010 - Present
SunTrust Bank November 1997 - October 2007
SunTrust Robinson Humphrey November 1997 - October 2007
Skills
Visio, Microsoft SQL Server, MS Project, Databases, Access, SQL, C#, Project Management, Business Process, Networking, ASP, Contract Management, Data Analysis, Analysis
Education
Hochschule Anhalt 2013 — 2013
Department of Economics, MBA Exchange, International Trade
Kennesaw State University - Michael J. Coles College of Business 2010 — 2011
MSIS, MBA, Business Process, International Trade
Georgia State University - J. Mack Robinson College of Business 2008 — 2010
BBA, CIS
Georgia State University, Robinson College of Business 2007 — 2010
Bachelor of Business Administration, Computer Information Systems
Robert Wagner Robert Wagner's SunTrust Robinson Humphrey Experience January 2013 - Present
Job Managing Director at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey January 2013 - Present
Imperial Capital, LLC January 2009 - January 2013
Wachovia September 1999 - August 2008
CIBC World Markets December 1987 - September 1999
Education
University of Southern California - Marshall School of Business 1983 — 1985
MBA, Business, Finance
California State University-Northridge 1977 — 1982
Bachelor's Degree, Engineering
SunTrust Robinson Humphrey January 2013 - Present
Imperial Capital, LLC January 2009 - January 2013
Wachovia September 1999 - August 2008
CIBC World Markets December 1987 - September 1999
Education
University of Southern California - Marshall School of Business 1983 — 1985
MBA, Business, Finance
California State University-Northridge 1977 — 1982
Bachelor's Degree, Engineering
Deborah Armstrong Deborah Armstrong's SunTrust Robinson Humphrey Experience May 1998 - June 2007
Job SVP Senior PM Team Lead, Commercial Banking at SunTrust Bank
Industry Financial Services
Experience
SunTrust Bank January 2014 - Present
SunTrust Bank July 2011 - Present
M&T Bank January 2010 - July 2011
Consulting Services February 2009 - February 2010
Bank of America May 2007 - February 2009
SunTrust Robinson Humphrey May 1998 - June 2007
Cardinal Health November 1994 - May 1998
Skills
Commercial Banking, Banking, Credit, Credit Analysis, Portfolio Management, Financial Analysis, Corporate Finance, Investment Banking, Risk Management, Capital Markets, Loans, Investments, Shared Services, Treasury, Strategic Planning, Project Management, Consulting, Financial Services, Finance, Financial Structuring, Financial Risk
Education
Auburn University 1976 — 1980
BA, International Trade
SunTrust Bank January 2014 - Present
SunTrust Bank July 2011 - Present
M&T Bank January 2010 - July 2011
Consulting Services February 2009 - February 2010
Bank of America May 2007 - February 2009
SunTrust Robinson Humphrey May 1998 - June 2007
Cardinal Health November 1994 - May 1998
Skills
Commercial Banking, Banking, Credit, Credit Analysis, Portfolio Management, Financial Analysis, Corporate Finance, Investment Banking, Risk Management, Capital Markets, Loans, Investments, Shared Services, Treasury, Strategic Planning, Project Management, Consulting, Financial Services, Finance, Financial Structuring, Financial Risk
Education
Auburn University 1976 — 1980
BA, International Trade
Melissa Matney's SunTrust Robinson Humphrey Experience February 2014 - Present
Job Financial Consultant
Industry Banking
Experience
SunTrust Robinson Humphrey February 2014 - Present
Lewis James Professional November 2013 - February 2014
CBI Group December 2012 - June 2013
SunTrust Bank May 2006 - December 2012
plumRHINO Consulting March 2005 - May 2006
Bear Stearns 2002 - 2004
Skills
Banking, Financial Services, Settlement, Money Market, Sweep Accounts, Trading, Cash Management, Relationship Management, Wealth Management, Mutual Funds, Fixed Income, Equity Trading, Derivatives Trading, Branch Banking, Retail Banking, Microsoft Office, Customer Service, Treasury Management, Private Banking, Portfolio Management, Operational Risk, Securities, FX Options, AML, Bonds, Financial Risk, Investment Banking, Cross Selling, Operational Risk..., Deposits, Asset Management, Finance, Series 7, Series 63
Education
Bellevue University
Greenville Technical College
SunTrust Robinson Humphrey February 2014 - Present
Lewis James Professional November 2013 - February 2014
CBI Group December 2012 - June 2013
SunTrust Bank May 2006 - December 2012
plumRHINO Consulting March 2005 - May 2006
Bear Stearns 2002 - 2004
Skills
Banking, Financial Services, Settlement, Money Market, Sweep Accounts, Trading, Cash Management, Relationship Management, Wealth Management, Mutual Funds, Fixed Income, Equity Trading, Derivatives Trading, Branch Banking, Retail Banking, Microsoft Office, Customer Service, Treasury Management, Private Banking, Portfolio Management, Operational Risk, Securities, FX Options, AML, Bonds, Financial Risk, Investment Banking, Cross Selling, Operational Risk..., Deposits, Asset Management, Finance, Series 7, Series 63
Education
Bellevue University
Greenville Technical College
Mike Loncono, RPA, CEBS, GBA, SHRM-SCP's SunTrust Robinson Humphrey Experience 1983 - 1985
Job Senior Vice President at HUB International
Industry Insurance
Experience
HUB International December 2011 - Present
Bay Benefits Group February 2001 - December 2011
The Jackson Agency 1998 - 2001
Quotes, Inc 1992 - 1998
Gulf Health Plans 1991 - 1992
Blue Cross Blue Shield of Alabama 1986 - 1990
SunTrust Robinson Humphrey 1983 - 1985
Gayfers 1976 - 1982
Kretzer's December 1979 - December 1979
First National Bank 1977 - 1978
Skills
Employee Benefits, Insurance, Health Insurance, Disability Insurance, Health Savings Accounts, Life Insurance, Brokers, Long-term Care, 401k, Strategic Planning, Leadership, Risk Management, Term Life Insurance, Liability, Personnel Management, Strategy, CRM, Entrepreneurship, Sales, Team Building, Customer Service, Selling, Group Insurance, Retirement Planning, Investments, Small Business, Human Resources, ERISA, General Insurance, Finance, Solution Selling, Marketing, Retirement
Education
Auburn University 1978 — 1982
BA, Communications
Leadership Mobile 2004 — 2005
2005
The American College 1998 — 2000
RHU, Registered Health Underwriter
The American College 1998 — 2000
REBC, Registered Employee Benefits Consultant
Murphy High School 1976 — 1977
HS Diploma
Central Baptist School 1974 — 1976
IMS 1972 — 1974
Spring Hill Baptist Church Sunday School
University of Pennsylvania - The Wharton School
RPA, Retirement Plan Associate Designation
University of Pennsylvania - The Wharton School
CEBS, Professional Designation
HUB International December 2011 - Present
Bay Benefits Group February 2001 - December 2011
The Jackson Agency 1998 - 2001
Quotes, Inc 1992 - 1998
Gulf Health Plans 1991 - 1992
Blue Cross Blue Shield of Alabama 1986 - 1990
SunTrust Robinson Humphrey 1983 - 1985
Gayfers 1976 - 1982
Kretzer's December 1979 - December 1979
First National Bank 1977 - 1978
Skills
Employee Benefits, Insurance, Health Insurance, Disability Insurance, Health Savings Accounts, Life Insurance, Brokers, Long-term Care, 401k, Strategic Planning, Leadership, Risk Management, Term Life Insurance, Liability, Personnel Management, Strategy, CRM, Entrepreneurship, Sales, Team Building, Customer Service, Selling, Group Insurance, Retirement Planning, Investments, Small Business, Human Resources, ERISA, General Insurance, Finance, Solution Selling, Marketing, Retirement
Education
Auburn University 1978 — 1982
BA, Communications
Leadership Mobile 2004 — 2005
2005
The American College 1998 — 2000
RHU, Registered Health Underwriter
The American College 1998 — 2000
REBC, Registered Employee Benefits Consultant
Murphy High School 1976 — 1977
HS Diploma
Central Baptist School 1974 — 1976
IMS 1972 — 1974
Spring Hill Baptist Church Sunday School
University of Pennsylvania - The Wharton School
RPA, Retirement Plan Associate Designation
University of Pennsylvania - The Wharton School
CEBS, Professional Designation
Isabel Dayson Isabel Dayson's SunTrust Robinson Humphrey Experience March 2014 - Present
Job Administrative Assistant at SunTrust Robinson Humphrey
Industry Marketing and Advertising
Experience
SunTrust Robinson Humphrey March 2014 - Present
Theater Un-Speak-Able November 2012 - Present
Skills
Social Media, Facebook, Fundraising, Event Planning, Social Networking, Editing, Social Media Marketing, Interviews, Microsoft Office, Final Cut Pro, Event Management, PowerPoint, Microsoft Excel, Theatre, Creative Writing, Newsletters, Public Relations, Entertainment, Copywriting, Advertising, Customer Service, Leadership, Entrepreneurship..., Organizational..., Creativity Skills, Audio Editing, Audio Mixing, HTML, Adobe Acrobat, Adobe Audition, Photoshop, Broadcast Journalism, Performing Arts, Spanish, written Spanish, Radio Broadcasting, Promotions, Direct Sales, Cold Calling, Public Speaking, Radio, Production, Word, Television, Excel, Writing, Marketing, Holiday Decor
Education
Millikin University 2007 — 2010
Bachelor of Arts Degree, Theatre and Communication Mass Media
Universidad Finis Terrae 2008 — 2009
Study Abroad, Teatro
SunTrust Robinson Humphrey March 2014 - Present
Theater Un-Speak-Able November 2012 - Present
Skills
Social Media, Facebook, Fundraising, Event Planning, Social Networking, Editing, Social Media Marketing, Interviews, Microsoft Office, Final Cut Pro, Event Management, PowerPoint, Microsoft Excel, Theatre, Creative Writing, Newsletters, Public Relations, Entertainment, Copywriting, Advertising, Customer Service, Leadership, Entrepreneurship..., Organizational..., Creativity Skills, Audio Editing, Audio Mixing, HTML, Adobe Acrobat, Adobe Audition, Photoshop, Broadcast Journalism, Performing Arts, Spanish, written Spanish, Radio Broadcasting, Promotions, Direct Sales, Cold Calling, Public Speaking, Radio, Production, Word, Television, Excel, Writing, Marketing, Holiday Decor
Education
Millikin University 2007 — 2010
Bachelor of Arts Degree, Theatre and Communication Mass Media
Universidad Finis Terrae 2008 — 2009
Study Abroad, Teatro
Austin Pritchett Austin Pritchett's SunTrust Robinson Humphrey Experience June 2015 - August 2015
Job MBA Candidate at Cornell University
Industry Investment Banking
Experience
Johnson Graduate School of Management at Cornell University August 2014 - Present
SunTrust Robinson Humphrey June 2015 - August 2015
SkyHawk Investments August 2012 - August 2014
Brigham Young University August 2013 - December 2013
Voteskey.com April 2012 - August 2013
King's Camo April 2013 - June 2013
The Church of Jesus Christ of Latter-day Saints September 2008 - September 2010
Skills
Entrepreneurship, Social Media, Start-ups, Venture Capital, Small Business, Marketing Strategy, Strategic Partnerships, Marketing, Business Development, Strategy, Negotiation, Business Planning, Investments, Online Marketing, Business Strategy, New Business Development, Start-up Ventures, Management Consulting, Highly motivated..., Technology, Real Estate, Creative Real Estate..., Technology Start-up, Committed to..., Investment Banking, Investment Strategies, Leadership
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Finance, Investment Banking
Brigham Young University 2010 — 2014
Marriott School of Management, Entrepreneurship
Johnson Graduate School of Management at Cornell University August 2014 - Present
SunTrust Robinson Humphrey June 2015 - August 2015
SkyHawk Investments August 2012 - August 2014
Brigham Young University August 2013 - December 2013
Voteskey.com April 2012 - August 2013
King's Camo April 2013 - June 2013
The Church of Jesus Christ of Latter-day Saints September 2008 - September 2010
Skills
Entrepreneurship, Social Media, Start-ups, Venture Capital, Small Business, Marketing Strategy, Strategic Partnerships, Marketing, Business Development, Strategy, Negotiation, Business Planning, Investments, Online Marketing, Business Strategy, New Business Development, Start-up Ventures, Management Consulting, Highly motivated..., Technology, Real Estate, Creative Real Estate..., Technology Start-up, Committed to..., Investment Banking, Investment Strategies, Leadership
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Finance, Investment Banking
Brigham Young University 2010 — 2014
Marriott School of Management, Entrepreneurship
Lise Courtney D'Amico's SunTrust Robinson Humphrey Experience June 2015 - August 2015
Job Resident Assistant at Boston College
Industry Financial Services
Experience
Boston College September 2014 - Present
Boston College August 2014 - Present
SunTrust Robinson Humphrey June 2015 - August 2015
UBS Wealth Management June 2014 - August 2014
Skills
Microsoft Excel, Stata, LaTeX, Microsoft Office, PowerPoint, Microsoft Word, Research, Editing, Leadership, Teamwork
Education
Boston College 2012 — 2016
Bachelor of Arts (B.A.), Mathematics and Economics
Holton-Arms School 2003 — 2012
Boston College September 2014 - Present
Boston College August 2014 - Present
SunTrust Robinson Humphrey June 2015 - August 2015
UBS Wealth Management June 2014 - August 2014
Skills
Microsoft Excel, Stata, LaTeX, Microsoft Office, PowerPoint, Microsoft Word, Research, Editing, Leadership, Teamwork
Education
Boston College 2012 — 2016
Bachelor of Arts (B.A.), Mathematics and Economics
Holton-Arms School 2003 — 2012
Paul H. Taylor Paul H. Taylor's SunTrust Robinson Humphrey Experience July 2013 - June 2014
Job Investment Banking Analyst (Leveraged Finance) at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities July 2014 - Present
SunTrust Robinson Humphrey July 2013 - June 2014
RBC Capital Markets June 2012 - August 2012
Imperial Capital, LLC May 2011 - June 2011
Banco Santander May 2010 - July 2010
Skills
Finance, Mergers & Acquisitions, Microsoft Excel, Investment Banking, Corporate Finance, Leveraged Finance, High Yield Bonds, Financial Modeling, Valuation, Credit Analysis, Credit Risk, Project Finance, Risk Management, International Business, Bloomberg, Spanish, Capital Markets
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2013
Bachelor of Science in Business Administration (B.S.B.A.), Finance & International Business
Maastricht University School of Business and Economics 2011 — 2011
Global Leadership & International Management
Charlotte Latin School 1996 — 2009
Wells Fargo Securities July 2014 - Present
SunTrust Robinson Humphrey July 2013 - June 2014
RBC Capital Markets June 2012 - August 2012
Imperial Capital, LLC May 2011 - June 2011
Banco Santander May 2010 - July 2010
Skills
Finance, Mergers & Acquisitions, Microsoft Excel, Investment Banking, Corporate Finance, Leveraged Finance, High Yield Bonds, Financial Modeling, Valuation, Credit Analysis, Credit Risk, Project Finance, Risk Management, International Business, Bloomberg, Spanish, Capital Markets
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2013
Bachelor of Science in Business Administration (B.S.B.A.), Finance & International Business
Maastricht University School of Business and Economics 2011 — 2011
Global Leadership & International Management
Charlotte Latin School 1996 — 2009
Connor Lee's SunTrust Robinson Humphrey Experience June 2015 - August 2015
Job Summer Analyst at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey June 2015 - August 2015
Clemson University Academic Sucess Center August 2013 - May 2015
Watermark Advisors, LLC May 2014 - November 2014
Fin-N-Filet October 2010 - May 2014
Skills
PowerPoint, Research, Microsoft Excel, Microsoft Office, Data Analysis, Statistics, Microsoft Word, Public Speaking, SPSS, Higher Education, Event Planning, Time Management, Teamwork, Critical Thinking, Economics, Leadership, Spanish, Teaching, Customer Service, Access
Education
Clemson University 2012 — 2016
Double Baccalaureate, Financial Management and Accounting
SunTrust Robinson Humphrey June 2015 - August 2015
Clemson University Academic Sucess Center August 2013 - May 2015
Watermark Advisors, LLC May 2014 - November 2014
Fin-N-Filet October 2010 - May 2014
Skills
PowerPoint, Research, Microsoft Excel, Microsoft Office, Data Analysis, Statistics, Microsoft Word, Public Speaking, SPSS, Higher Education, Event Planning, Time Management, Teamwork, Critical Thinking, Economics, Leadership, Spanish, Teaching, Customer Service, Access
Education
Clemson University 2012 — 2016
Double Baccalaureate, Financial Management and Accounting
Martin Yang Martin Yang's SunTrust Robinson Humphrey Experience June 2015 - Present
Job Equity Research Associate
Industry Financial Services
Experience
SunTrust Robinson Humphrey June 2015 - Present
Student Managed Investment Fund February 2014 - January 2015
Bank of America Merrill Lynch June 2014 - August 2014
Morgan Stanley November 2013 - November 2013
Financial Times June 2013 - August 2013
Merrill Lynch May 2013 - August 2013
Bloomberg LP May 2013 - May 2013
Agecroft Partners February 2013 - April 2013
Skills
Time Management, Microsoft Word, Microsoft Project, Microsoft Excel, Microsoft PowerPoint, Financial Analysis, Research Information, Mandarin, American English, Bloomberg Terminal, Financial an
Education
University of Richmond - Robins School of Business 2012 — 2015
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Allegheny College 2011 — 2012
Bachelor of Arts (B.A.), Managerial Economics
SunTrust Robinson Humphrey June 2015 - Present
Student Managed Investment Fund February 2014 - January 2015
Bank of America Merrill Lynch June 2014 - August 2014
Morgan Stanley November 2013 - November 2013
Financial Times June 2013 - August 2013
Merrill Lynch May 2013 - August 2013
Bloomberg LP May 2013 - May 2013
Agecroft Partners February 2013 - April 2013
Skills
Time Management, Microsoft Word, Microsoft Project, Microsoft Excel, Microsoft PowerPoint, Financial Analysis, Research Information, Mandarin, American English, Bloomberg Terminal, Financial an
Education
University of Richmond - Robins School of Business 2012 — 2015
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Allegheny College 2011 — 2012
Bachelor of Arts (B.A.), Managerial Economics
Ben Echols Ben Echols's SunTrust Robinson Humphrey Experience June 2015 - August 2015
Job Summer Analyst at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey June 2015 - August 2015
Education
Auburn University 2013 — 2017
Bachelor's Degree, Finance, minor in Accounting
Auburn University 2013 — 2017
Bachelor’s Degree, Economics
SunTrust Robinson Humphrey June 2015 - August 2015
Education
Auburn University 2013 — 2017
Bachelor's Degree, Finance, minor in Accounting
Auburn University 2013 — 2017
Bachelor’s Degree, Economics
Rick Ruffin, JD, CPA Rick Ruffin, JD, CPA's SunTrust Robinson Humphrey Experience July 2007 - October 2009
Job Real Estate Broker at Allen Tate Company
Industry Real Estate
Experience
Allen Tate Company Residential Real EstateManaging DirectorWunderlich SecuritiesAugust 2014 - April 2015
Cantor Fitzgerald May 2012 - August 2014
Raymond James Financial Inc. October 2009 - May 2012
SunTrust Robinson Humphrey July 2007 - October 2009
Morgan Stanley June 2005 - February 2007
Merrill Lynch July 2004 - May 2005
Morgan Keegan & Co. May 1998 - July 2004
Skills
Financial Accounting, Financial Statement..., Risk Mitigation, Regulatory Compliance, Sales Management, Staff Development, Public Relations, Public Speaking, Sales Team Support, Market & Industry..., Staff Recruitment, Account Management, Sales Team Training, Investment Management, Investment Portfolio..., Investment Contracts, Portfolio Analytics &..., Broker Relationship..., Investment Policy..., Investment Research..., Risk Assessment &..., Investment Advisory..., Equities, Capital Markets, Fixed Income Investments, Institutional Fixed..., Institutional Fixed..., Financial Seminars, Portfolio Management, Investments, Institutional..., Mediation, Risk Management, Fixed Income
Education
University of Arkansas at Little Rock, William H. Bowen School of Law 1981 — 1985
Doctor of Law (J.D.), Law
Arkansas State University 1973 — 1977
Bachelor of Science (B.S.), Accounting, Student of Special Distinction
Allen Tate Company Residential Real EstateManaging DirectorWunderlich SecuritiesAugust 2014 - April 2015
Cantor Fitzgerald May 2012 - August 2014
Raymond James Financial Inc. October 2009 - May 2012
SunTrust Robinson Humphrey July 2007 - October 2009
Morgan Stanley June 2005 - February 2007
Merrill Lynch July 2004 - May 2005
Morgan Keegan & Co. May 1998 - July 2004
Skills
Financial Accounting, Financial Statement..., Risk Mitigation, Regulatory Compliance, Sales Management, Staff Development, Public Relations, Public Speaking, Sales Team Support, Market & Industry..., Staff Recruitment, Account Management, Sales Team Training, Investment Management, Investment Portfolio..., Investment Contracts, Portfolio Analytics &..., Broker Relationship..., Investment Policy..., Investment Research..., Risk Assessment &..., Investment Advisory..., Equities, Capital Markets, Fixed Income Investments, Institutional Fixed..., Institutional Fixed..., Financial Seminars, Portfolio Management, Investments, Institutional..., Mediation, Risk Management, Fixed Income
Education
University of Arkansas at Little Rock, William H. Bowen School of Law 1981 — 1985
Doctor of Law (J.D.), Law
Arkansas State University 1973 — 1977
Bachelor of Science (B.S.), Accounting, Student of Special Distinction
Vera Nazon's SunTrust Robinson Humphrey Experience January 1999 - August 2001
Job Workforce Analyst at Southern Company
Industry Utilities
Experience
Southern Company February 2012 - Present
Georgia Power Company October 2008 - February 2012
Georgia Power Company August 2006 - October 2008
Georgia Power Company May 2005 - August 2006
Southern Company May 2004 - May 2005
UPS January 2003 - June 2003
UPS May 2002 - August 2002
SunTrust Robinson Humphrey January 1999 - August 2001
Skills
Oracle (incl...., SQL Server, UNIX, some Postgres, CSS Query, STARS, AquaData Studio, AutoCAD, Visio Standard, ArcGIS, MapPoint, DocuAnalyzer, Google Earth PRO, MS Office Suite, PL/SQL, T-SQL, SAS/Base, some XML/HTML, some JAVA, Smart Grid, Process Improvement, Access, Energy, Visio, Analysis, Data Analysis, PeopleSoft, STAR, Management, Software Documentation, Google Earth, Testing, SQL, Strategic Planning, Program Management, Unix, Microsoft Office, Change Management, Microsoft SQL Server, Project Management, Training, Business Process, Leadership, Project Planning
Education
Georgia Institute of Technology 2001 — 2002
M.S., Industrial Engineering
Slippery Rock University of Pennsylvania 1997 — 2008
B.S., Economics
American University in Bulgaria 1994 — 1997
Economics
Southern Company February 2012 - Present
Georgia Power Company October 2008 - February 2012
Georgia Power Company August 2006 - October 2008
Georgia Power Company May 2005 - August 2006
Southern Company May 2004 - May 2005
UPS January 2003 - June 2003
UPS May 2002 - August 2002
SunTrust Robinson Humphrey January 1999 - August 2001
Skills
Oracle (incl...., SQL Server, UNIX, some Postgres, CSS Query, STARS, AquaData Studio, AutoCAD, Visio Standard, ArcGIS, MapPoint, DocuAnalyzer, Google Earth PRO, MS Office Suite, PL/SQL, T-SQL, SAS/Base, some XML/HTML, some JAVA, Smart Grid, Process Improvement, Access, Energy, Visio, Analysis, Data Analysis, PeopleSoft, STAR, Management, Software Documentation, Google Earth, Testing, SQL, Strategic Planning, Program Management, Unix, Microsoft Office, Change Management, Microsoft SQL Server, Project Management, Training, Business Process, Leadership, Project Planning
Education
Georgia Institute of Technology 2001 — 2002
M.S., Industrial Engineering
Slippery Rock University of Pennsylvania 1997 — 2008
B.S., Economics
American University in Bulgaria 1994 — 1997
Economics
Jonathan Viscount Jonathan Viscount's SunTrust Robinson Humphrey Experience July 2015 - Present
Job Investment Banking Analyst at SunTrust Robinson Humphrey
Industry Banking
Experience
SunTrust Robinson Humphrey July 2015 - Present
Wells Fargo Securities January 2014 - July 2015
University of North Carolina Charlotte September 2013 - June 2014
Student Managed Investment Fund September 2013 - May 2014
Mid-Mark Advisors September 2013 - December 2013
Bank of America June 2013 - August 2013
TIAA-CREF June 2012 - August 2012
R.M. Stark & Co. March 2012 - June 2012
Skills
SAS, Stata, Investments, Financial Analysis, Valuation, Microsoft Excel, Microsoft Office, Customer Service, Data Analysis, Analytics, Management, Investment Banking, Finance, Banking, Forecasting, Equities
Education
University of North Carolina at Charlotte 2012 — 2014
Master of Science, Economics: Finance
Appalachian State University 2007 — 2011
BSBA, Finance and Banking
SunTrust Robinson Humphrey July 2015 - Present
Wells Fargo Securities January 2014 - July 2015
University of North Carolina Charlotte September 2013 - June 2014
Student Managed Investment Fund September 2013 - May 2014
Mid-Mark Advisors September 2013 - December 2013
Bank of America June 2013 - August 2013
TIAA-CREF June 2012 - August 2012
R.M. Stark & Co. March 2012 - June 2012
Skills
SAS, Stata, Investments, Financial Analysis, Valuation, Microsoft Excel, Microsoft Office, Customer Service, Data Analysis, Analytics, Management, Investment Banking, Finance, Banking, Forecasting, Equities
Education
University of North Carolina at Charlotte 2012 — 2014
Master of Science, Economics: Finance
Appalachian State University 2007 — 2011
BSBA, Finance and Banking
Don Besch's SunTrust Robinson Humphrey Experience November 1999 - Present
Job Managing Director, Corporate & Investment Banking at SunTrust Robinson Humphrey
Industry Banking
Experience
SunTrust Robinson Humphrey November 1999 - Present
BankBoston, N.A. June 1981 - October 1999
Education
Boston University Graduate School of Management
M.B.A.
University of Kentucky
B.A.
SunTrust Robinson Humphrey November 1999 - Present
BankBoston, N.A. June 1981 - October 1999
Education
Boston University Graduate School of Management
M.B.A.
University of Kentucky
B.A.
Sebastian Insfran's SunTrust Robinson Humphrey Experience July 2010 - August 2010
Job Master of Arts (M.A.), International Development
Industry International Trade and Development
Experience
(3ie) The International Initiative for Impact Evaluation June 2013 - October 2013
Partners of the Americas – Farmer to Farmer Program February 2013 - March 2013
Banco Central del Paraguay - Reserve Management Department January 2008 - July 2011
SunTrust Robinson Humphrey July 2010 - August 2010
Centro de Analisis y Difusion de la Economia Paraguaya (CADEP) September 2007 - December 2007
Tribunal Superior de Justicia Electoral January 2005 - December 2006
Skills
Stata, Microsoft Office, SPSS, ArcGIS, Eviews, Reuters, Bloomberg, Logical Framework..., Stakeholder Analysis, Gender Analysis, Econometrics, Descriptive Statistics, Project Evaluation..., Financial Analysis, Macroeconomic..., In-depth Interview, Observation, Analytic and Policy..., Press Release Drafting, English-Spanish...
Education
American University 2011 — 2013
Master of Arts (M.A.), International Development
Universidad Nacional de Asuncion (U.N.A.) 2002 — 2008
Bachelor Science Degree, Economics
(3ie) The International Initiative for Impact Evaluation June 2013 - October 2013
Partners of the Americas – Farmer to Farmer Program February 2013 - March 2013
Banco Central del Paraguay - Reserve Management Department January 2008 - July 2011
SunTrust Robinson Humphrey July 2010 - August 2010
Centro de Analisis y Difusion de la Economia Paraguaya (CADEP) September 2007 - December 2007
Tribunal Superior de Justicia Electoral January 2005 - December 2006
Skills
Stata, Microsoft Office, SPSS, ArcGIS, Eviews, Reuters, Bloomberg, Logical Framework..., Stakeholder Analysis, Gender Analysis, Econometrics, Descriptive Statistics, Project Evaluation..., Financial Analysis, Macroeconomic..., In-depth Interview, Observation, Analytic and Policy..., Press Release Drafting, English-Spanish...
Education
American University 2011 — 2013
Master of Arts (M.A.), International Development
Universidad Nacional de Asuncion (U.N.A.) 2002 — 2008
Bachelor Science Degree, Economics
Bethany Belle Newlin Bethany Belle Newlin's SunTrust Robinson Humphrey Experience February 2015 - Present
Job SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey February 2015 - Present
Atlanta Falcons April 2013 - Present
Best Self Atlanta Magazine August 2014 - February 2015
Varsity Brands May 2006 - January 2015
Nfinity May 2013 - April 2014
Dex Industries October 2011 - March 2013
Maximized Living August 2010 - August 2011
Lav!sh Productions, LLC. August 2008 - May 2010
Skills
Adobe Creative Suite, Web Design, Dreamweaver, Social Media, Event Planning, Organizational..., Professional Writing, Broadcast Journalism, Social Media Marketing, Social Networking, Microsoft Office, Public Relations, Customer Service, Advertising, Event Management, Marketing, Branding & Identity, Blogging, Mac, Public Speaking, Email Marketing, Press Releases, Photoshop, Marketing Communications, Sales Management, Editing, Fundraising, Training, Facebook, Leadership, Photography, Teamwork, Management, Creative Writing, PowerPoint, Graphic Design, Newsletters, Time Management, InDesign, Final Cut Pro, Microsoft Excel, Sales, Microsoft Word, Writing, Integrated Marketing
Education
University of North Carolina at Wilmington 2006 — 2010
BA of Arts, Communication Studies and English
Cal State San Bernardino 2009 — 2009
Writing: Professional Writing, Professional, Technical, Business, and Scientific Writing, A+
SunTrust Robinson Humphrey February 2015 - Present
Atlanta Falcons April 2013 - Present
Best Self Atlanta Magazine August 2014 - February 2015
Varsity Brands May 2006 - January 2015
Nfinity May 2013 - April 2014
Dex Industries October 2011 - March 2013
Maximized Living August 2010 - August 2011
Lav!sh Productions, LLC. August 2008 - May 2010
Skills
Adobe Creative Suite, Web Design, Dreamweaver, Social Media, Event Planning, Organizational..., Professional Writing, Broadcast Journalism, Social Media Marketing, Social Networking, Microsoft Office, Public Relations, Customer Service, Advertising, Event Management, Marketing, Branding & Identity, Blogging, Mac, Public Speaking, Email Marketing, Press Releases, Photoshop, Marketing Communications, Sales Management, Editing, Fundraising, Training, Facebook, Leadership, Photography, Teamwork, Management, Creative Writing, PowerPoint, Graphic Design, Newsletters, Time Management, InDesign, Final Cut Pro, Microsoft Excel, Sales, Microsoft Word, Writing, Integrated Marketing
Education
University of North Carolina at Wilmington 2006 — 2010
BA of Arts, Communication Studies and English
Cal State San Bernardino 2009 — 2009
Writing: Professional Writing, Professional, Technical, Business, and Scientific Writing, A+
Adam Klein Adam Klein's SunTrust Robinson Humphrey Experience January 2014 - Present
Job Analyst at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey January 2014 - Present
KPMG US June 2013 - August 2013
Planning Associates July 2012 - August 2012
Auburn Tiger Swim Camps January 2012 - June 2012
Education
Auburn University 2012 — 2013
Master of Business Administration (MBA), Finance
Auburn University 2007 — 2011
Bachelor of Science in Business Administration, Finance, Magna Cum Laude
SunTrust Robinson Humphrey January 2014 - Present
KPMG US June 2013 - August 2013
Planning Associates July 2012 - August 2012
Auburn Tiger Swim Camps January 2012 - June 2012
Education
Auburn University 2012 — 2013
Master of Business Administration (MBA), Finance
Auburn University 2007 — 2011
Bachelor of Science in Business Administration, Finance, Magna Cum Laude
Elizabeth Allen, CFA Elizabeth Allen, CFA's SunTrust Robinson Humphrey Experience 1983 - June 1986
Job Manager, Investor Relations, FedEx Corporation
Industry Transportation/Trucking/Railroad
Experience
FedEx 1990 - Present
Morgan Keegan June 1986 - July 1990
SunTrust Robinson Humphrey 1983 - June 1986
Skills
Investor Relations, Financial Modeling, Financial Analysis, Corporate Finance, Mergers, Strategic Planning, Due Diligence, Forecasting, Investments, Financial Reporting, Valuation, Business Planning, Asset Management, Equities, New Business Development, Corporate Communications, Social Media, Research, Public Speaking, Corporate Social..., Banking, Investment Banking
Education
Georgia State University 1983 — 1986
Master of Science, Finance
Auburn University 1977 — 1980
Bachelor of Science, Finance
FedEx 1990 - Present
Morgan Keegan June 1986 - July 1990
SunTrust Robinson Humphrey 1983 - June 1986
Skills
Investor Relations, Financial Modeling, Financial Analysis, Corporate Finance, Mergers, Strategic Planning, Due Diligence, Forecasting, Investments, Financial Reporting, Valuation, Business Planning, Asset Management, Equities, New Business Development, Corporate Communications, Social Media, Research, Public Speaking, Corporate Social..., Banking, Investment Banking
Education
Georgia State University 1983 — 1986
Master of Science, Finance
Auburn University 1977 — 1980
Bachelor of Science, Finance
Whitney Hudson Whitney Hudson's SunTrust Robinson Humphrey Experience 2000 - 2000
Job CoOwner at Hudson Custom Fabrication
Industry Construction
Experience
Hudson Custom Fabrication 2012 - Present
McMaster-Carr 2011 - 2012
McMaster-Carr 2005 - 2011
Russell Athletic 2000 - 2005
SunTrust Robinson Humphrey 2000 - 2000
Education
Agnes Scott College 1996 — 2000
Bachelor of Arts (B.A.), Spanish Language and Literature, Creative Writing, Business Preparatory Program, Summa Cum Laude
Hudson Custom Fabrication 2012 - Present
McMaster-Carr 2011 - 2012
McMaster-Carr 2005 - 2011
Russell Athletic 2000 - 2005
SunTrust Robinson Humphrey 2000 - 2000
Education
Agnes Scott College 1996 — 2000
Bachelor of Arts (B.A.), Spanish Language and Literature, Creative Writing, Business Preparatory Program, Summa Cum Laude
Taylor Tyus Taylor Tyus's SunTrust Robinson Humphrey Experience August 2013 - Present
Job Portfolio Specialist at SunTrust Robinson Humphrey
Industry Higher Education
Experience
SunTrust Robinson Humphrey August 2013 - Present
Auburn University College of Business December 2011 - May 2013
Auburn University Athletic Department September 2011 - December 2011
TCBY June 2011 - July 2011
Skills
Project Coordination, Organization Skills, Risk Management, Finance, PowerPoint, Communication Skills, Time Management, Teamwork, Microsoft Office, Multi-tasking Skills, Student Affairs, Comfortable working..., Web Design, Website Building
Education
Auburn University 2009 — 2013
Bachelor of Science in Business Administration, Finance
Auburn University 2009 — 2013
Bachelor of Science (B.S.), Finance, General
SunTrust Robinson Humphrey August 2013 - Present
Auburn University College of Business December 2011 - May 2013
Auburn University Athletic Department September 2011 - December 2011
TCBY June 2011 - July 2011
Skills
Project Coordination, Organization Skills, Risk Management, Finance, PowerPoint, Communication Skills, Time Management, Teamwork, Microsoft Office, Multi-tasking Skills, Student Affairs, Comfortable working..., Web Design, Website Building
Education
Auburn University 2009 — 2013
Bachelor of Science in Business Administration, Finance
Auburn University 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Henry Tsai Henry Tsai's SunTrust Robinson Humphrey Experience May 2006 - August 2006
Job Global Sourcing Manager at Regitar U.S.A., Inc.
Industry Automotive
Experience
Regitar U.S.A., Inc. March 2013 - Present
Global Commerce Bank June 2011 - 2012
Global Commerce Bank September 2010 - 2012
Global Commerce Bank March 2010 - September 2010
Global Commerce Bank July 2009 - March 2010
Citi July 2007 - January 2009
Carnegie Mellon University 2004 - 2007
SunTrust Robinson Humphrey May 2006 - August 2006
Skills
Capital Markets, Bloomberg, Excel, Microsoft Office, PowerPoint, Financial Analysis, Economics, Portfolio Management, Fixed Income, High Yield, Series 7, Series 63, Risk Management, Financial Modeling, Valuation, Microsoft Excel, Project Management, Corporate Finance, Banking, Management, Data Analysis
Education
Carnegie Mellon University 2003 — 2007
Bachelor of Science, Finance, Economics
Carnegie Mellon University - Tepper School of Business 2003 — 2007
Regitar U.S.A., Inc. March 2013 - Present
Global Commerce Bank June 2011 - 2012
Global Commerce Bank September 2010 - 2012
Global Commerce Bank March 2010 - September 2010
Global Commerce Bank July 2009 - March 2010
Citi July 2007 - January 2009
Carnegie Mellon University 2004 - 2007
SunTrust Robinson Humphrey May 2006 - August 2006
Skills
Capital Markets, Bloomberg, Excel, Microsoft Office, PowerPoint, Financial Analysis, Economics, Portfolio Management, Fixed Income, High Yield, Series 7, Series 63, Risk Management, Financial Modeling, Valuation, Microsoft Excel, Project Management, Corporate Finance, Banking, Management, Data Analysis
Education
Carnegie Mellon University 2003 — 2007
Bachelor of Science, Finance, Economics
Carnegie Mellon University - Tepper School of Business 2003 — 2007
Heng Mike Guo, Ph.D. Heng Mike Guo, Ph.D.'s SunTrust Robinson Humphrey Experience September 2014 - Present
Job Biotechnology Equity Research Associate at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey September 2014 - Present
Scientia Advisors June 2014 - September 2014
Scientia Advisors September 2012 - June 2014
Boston University Office of Technology Development November 2011 - September 2012
Boston University MBA Investment Fund 2011 - 2012
Lux Research February 2010 - February 2011
2009 BU ITEC $50K Business Plan Competition 2008 - 2009
Skills
Biotechnology, Lifesciences, Equity Research, Technology Transfer, Competitive Analysis, Market Analysis, Commercialization, Microsoft Excel, Financial Modeling, Valuation, Growth Strategies, Therapeutic Areas, Venture Capital, Competitive Intelligence, Market Assessments, Drug Discovery, Chartered Financial..., Business Development, Market Research
Education
Boston University School of Medicine 2007 — 2013
PhD, Biochemistry
Chartered Financial Analyst (CFA) Institute 2007 — 2009
Passed all 3 levels of exams
University of Vermont 2005 — 2007
Finished all PhD degree courses, Microbiology and Molecular Genetics
Wuhan University 2001 — 2005
BS, Biology
SunTrust Robinson Humphrey September 2014 - Present
Scientia Advisors June 2014 - September 2014
Scientia Advisors September 2012 - June 2014
Boston University Office of Technology Development November 2011 - September 2012
Boston University MBA Investment Fund 2011 - 2012
Lux Research February 2010 - February 2011
2009 BU ITEC $50K Business Plan Competition 2008 - 2009
Skills
Biotechnology, Lifesciences, Equity Research, Technology Transfer, Competitive Analysis, Market Analysis, Commercialization, Microsoft Excel, Financial Modeling, Valuation, Growth Strategies, Therapeutic Areas, Venture Capital, Competitive Intelligence, Market Assessments, Drug Discovery, Chartered Financial..., Business Development, Market Research
Education
Boston University School of Medicine 2007 — 2013
PhD, Biochemistry
Chartered Financial Analyst (CFA) Institute 2007 — 2009
Passed all 3 levels of exams
University of Vermont 2005 — 2007
Finished all PhD degree courses, Microbiology and Molecular Genetics
Wuhan University 2001 — 2005
BS, Biology
Michael Mascaro, CFA, CMT's SunTrust Robinson Humphrey Experience 2004 - 2007
Job Portfolio Manager / Global Macro Analyst
Industry Investment Management
Experience
Natixis Global Asset Management April 2012 - May 2013
Wilmington Trust, N.A. June 2008 - December 2011
SunTrust Robinson Humphrey 2004 - 2007
Bureau of Economic Analysis 2002 - 2003
Skills
Equity Research, Equity Valuation, Equities, High Net Worth..., Emerging Markets, Valuation, Fixed Income, Global Macro, Asset Allocation, Financial Modeling, Bloomberg, Hedge Funds, Portfolio Management, Asset Managment, Financial Analysis, Alternative Investments, Financial Statement..., Investment Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2003 — 2004
Master of Science in Finance, Finance
Bentley University 1997 — 2001
Bachelor of Science, Economics/Finance
Natixis Global Asset Management April 2012 - May 2013
Wilmington Trust, N.A. June 2008 - December 2011
SunTrust Robinson Humphrey 2004 - 2007
Bureau of Economic Analysis 2002 - 2003
Skills
Equity Research, Equity Valuation, Equities, High Net Worth..., Emerging Markets, Valuation, Fixed Income, Global Macro, Asset Allocation, Financial Modeling, Bloomberg, Hedge Funds, Portfolio Management, Asset Managment, Financial Analysis, Alternative Investments, Financial Statement..., Investment Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2003 — 2004
Master of Science in Finance, Finance
Bentley University 1997 — 2001
Bachelor of Science, Economics/Finance
Reece Curry Reece Curry's SunTrust Robinson Humphrey Experience July 2000 - Present
Job Web Designer at SunTrust Robinson Humphrey
Industry Graphic Design
Experience
SunTrust Robinson Humphrey July 2000 - Present
Driven Marketing Group March 2002 - October 2007
American Intercontinental University January 2000 - July 2000
Education
American InterContinental University 1995 — 2000
Bachelor of Arts, Visual Communications with emphasis in Graphic Design
Atlanta Institute of Music 1993 — 1994
Guitar
The University of Memphis 1983 — 1985
Fine Arts
SunTrust Robinson Humphrey July 2000 - Present
Driven Marketing Group March 2002 - October 2007
American Intercontinental University January 2000 - July 2000
Education
American InterContinental University 1995 — 2000
Bachelor of Arts, Visual Communications with emphasis in Graphic Design
Atlanta Institute of Music 1993 — 1994
Guitar
The University of Memphis 1983 — 1985
Fine Arts
SUSAN KENDALL SUSAN KENDALL's SunTrust Robinson Humphrey Experience August 1997 - February 2003
Job Unemployed at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey August 1997 - February 2003
PaineWebber August 1995 - June 1997
PaineWebber 1995 - 1995
Skills
Derivatives
Education
Auburn University 1988 — 1992
Bachelor's degree, Political Science and Government
SunTrust Robinson Humphrey August 1997 - February 2003
PaineWebber August 1995 - June 1997
PaineWebber 1995 - 1995
Skills
Derivatives
Education
Auburn University 1988 — 1992
Bachelor's degree, Political Science and Government
David Zickler's SunTrust Robinson Humphrey Experience June 2013 - Present
Job Analyst SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey June 2013 - Present
Auburn University August 2008 - May 2013
AXA Equitable June 2012 - August 2012
Skills
Microsoft Excel, Financial Statement..., Financial Modeling, Credit Analysis, Valuation, Cash Flow Forecasting
Education
Auburn University 2008 — 2013
Bachelor of Science (BS), Finance, Biomedical Sciences
SunTrust Robinson Humphrey June 2013 - Present
Auburn University August 2008 - May 2013
AXA Equitable June 2012 - August 2012
Skills
Microsoft Excel, Financial Statement..., Financial Modeling, Credit Analysis, Valuation, Cash Flow Forecasting
Education
Auburn University 2008 — 2013
Bachelor of Science (BS), Finance, Biomedical Sciences
Cathy Cortright's SunTrust Robinson Humphrey Experience July 2009 - March 2010
Job Senior IT Project Manager
Industry Information Technology and Services
Experience
The Home Depot November 2014 - May 2015
Coca-Cola Refreshments February 2012 - April 2014
Genuine Parts Company March 2011 - December 2011
The Home Depot March 2010 - January 2011
SunTrust Robinson Humphrey July 2009 - March 2010
The Home Depot October 2007 - April 2009
Cingular Wireless March 2006 - February 2007
BellSouth Technology Group May 2004 - February 2006
Lanier Worldwide June 2003 - April 2004
BellSouth Technology Group August 2002 - January 2003
Skills
Business Analysis, Systems Analysis, Feasibility Studies, End-to-end Testing, Data Conversion, SDLC, PMP, Vendor Management, Program Management, Software Project..., Process Improvement, Requirements Gathering, MS Project, Project Planning, Data Center, Change Management, Integration, Telecommunications, Business Intelligence, Quality Assurance, Requirements Analysis, Project Implementation, Business Process, Project Management, Project Delivery, Software Development, Outsourcing, Management, Strategy, Microsoft Project
Education
Iowa State University
Bachelors of Science
Augustana College
The Home Depot November 2014 - May 2015
Coca-Cola Refreshments February 2012 - April 2014
Genuine Parts Company March 2011 - December 2011
The Home Depot March 2010 - January 2011
SunTrust Robinson Humphrey July 2009 - March 2010
The Home Depot October 2007 - April 2009
Cingular Wireless March 2006 - February 2007
BellSouth Technology Group May 2004 - February 2006
Lanier Worldwide June 2003 - April 2004
BellSouth Technology Group August 2002 - January 2003
Skills
Business Analysis, Systems Analysis, Feasibility Studies, End-to-end Testing, Data Conversion, SDLC, PMP, Vendor Management, Program Management, Software Project..., Process Improvement, Requirements Gathering, MS Project, Project Planning, Data Center, Change Management, Integration, Telecommunications, Business Intelligence, Quality Assurance, Requirements Analysis, Project Implementation, Business Process, Project Management, Project Delivery, Software Development, Outsourcing, Management, Strategy, Microsoft Project
Education
Iowa State University
Bachelors of Science
Augustana College
Andrew Kirby's SunTrust Robinson Humphrey Experience May 2015 - Present
Job
Industry Investment Banking
Experience
SunTrust Robinson Humphrey May 2015 - Present
Crédit Agricole 2010 - 2015
BNP Paribas 2005 - 2008
TD 1999 - 2004
JPMorgan Chase & Co. 1998 - 1999
Skills
Corporate Finance, Capital Markets, Leveraged Finance, High Yield, Financial Modeling, Credit Analysis, Debt, Credit, Investment Banking, Fixed Income, Origination, Loans, Investments, Syndications, Structured Finance, LBO, Valuation, Private Equity, Loan Origination
Education
Fordham University - Graduate School of Business Administration 2005 — 2008
MBA, Finance
Babson College 1994 — 1998
BS, Finance
SunTrust Robinson Humphrey May 2015 - Present
Crédit Agricole 2010 - 2015
BNP Paribas 2005 - 2008
TD 1999 - 2004
JPMorgan Chase & Co. 1998 - 1999
Skills
Corporate Finance, Capital Markets, Leveraged Finance, High Yield, Financial Modeling, Credit Analysis, Debt, Credit, Investment Banking, Fixed Income, Origination, Loans, Investments, Syndications, Structured Finance, LBO, Valuation, Private Equity, Loan Origination
Education
Fordham University - Graduate School of Business Administration 2005 — 2008
MBA, Finance
Babson College 1994 — 1998
BS, Finance
Bill Warmington's SunTrust Robinson Humphrey Experience 1998 - 2004
Job
Industry Financial Services
Experience
Wells Fargo Securities July 2013 - Present
Raymond James & Associates, Inc. 2009 - 2013
Lee Munder Capital Group 2004 - 2008
SunTrust Robinson Humphrey 1998 - 2004
Alex. Brown & Sons 1995 - 1998
Brown Brothers Harriman 1990 - 1994
The Chase Manhattan Bank 1987 - 1990
The Chase Manhattan Bank 1986 - 1987
Skills
Portfolio Management, Equities, Equity Research, Hedge Funds, Valuation, Financial Modeling, Investments, Capital Markets, Alternative Investments, Securities, Asset Management, Series 7, Financial Analysis, Due Diligence, Equity Valuation
Education
Brown University 1982 — 1986
BA
Wilhelm Pieck Universitaet
Bamberg Universitaet 1984 — 1985
Concord-Carlisle High School
Escuela Campo Alegre
Escuela Americana
Wells Fargo Securities July 2013 - Present
Raymond James & Associates, Inc. 2009 - 2013
Lee Munder Capital Group 2004 - 2008
SunTrust Robinson Humphrey 1998 - 2004
Alex. Brown & Sons 1995 - 1998
Brown Brothers Harriman 1990 - 1994
The Chase Manhattan Bank 1987 - 1990
The Chase Manhattan Bank 1986 - 1987
Skills
Portfolio Management, Equities, Equity Research, Hedge Funds, Valuation, Financial Modeling, Investments, Capital Markets, Alternative Investments, Securities, Asset Management, Series 7, Financial Analysis, Due Diligence, Equity Valuation
Education
Brown University 1982 — 1986
BA
Wilhelm Pieck Universitaet
Bamberg Universitaet 1984 — 1985
Concord-Carlisle High School
Escuela Campo Alegre
Escuela Americana
David Kwon's SunTrust Robinson Humphrey Experience April 2013 - Present
Job Equity Research Vice President
Industry Financial Services
Experience
SunTrust Robinson Humphrey April 2013 - Present
CLSA Asia-Pacific Markets Credit Agricole Securities (USA) Inc. August 2008 - April 2013
Wachovia Securities April 2007 - July 2008
Banc of America Securities December 2004 - February 2007
Credit Suisse First Boston December 1999 - June 2002
Salomon Smith Barney June 1998 - November 1999
Skills
Financial Modeling, Equity Research, Valuation, Equities, Investments, Bloomberg, Portfolio Management, Corporate Finance, Financial Analysis, Investment Strategies, Fixed Income, Hedge Funds, Private Equity, Equity Valuation, Securities, Derivatives, Emerging Markets, Investment Banking, Alternative Investments, Capital Markets, Bloomberg Terminal, Financial Markets
Education
Baruch College, City University of New York (CUNY) 1994 — 1998
BBA, Finance
Stuyvesant High School
SunTrust Robinson Humphrey April 2013 - Present
CLSA Asia-Pacific Markets Credit Agricole Securities (USA) Inc. August 2008 - April 2013
Wachovia Securities April 2007 - July 2008
Banc of America Securities December 2004 - February 2007
Credit Suisse First Boston December 1999 - June 2002
Salomon Smith Barney June 1998 - November 1999
Skills
Financial Modeling, Equity Research, Valuation, Equities, Investments, Bloomberg, Portfolio Management, Corporate Finance, Financial Analysis, Investment Strategies, Fixed Income, Hedge Funds, Private Equity, Equity Valuation, Securities, Derivatives, Emerging Markets, Investment Banking, Alternative Investments, Capital Markets, Bloomberg Terminal, Financial Markets
Education
Baruch College, City University of New York (CUNY) 1994 — 1998
BBA, Finance
Stuyvesant High School
Derek Donkoh's SunTrust Robinson Humphrey Experience April 2015 - Present
Job Senior Business Analyst at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey April 2015 - Present
MFS Investment Management May 2014 - April 2015
Komen Asset Managers May 2009 - May 2014
SparkFX November 2007 - May 2009
FactSet Research Systems September 2006 - October 2007
First Command Financial January 2005 - August 2006
The Malachi Group January 2002 - January 2005
Skills
Business Relationship..., Investment Banking, Financial Analysis, Enterprise Valuation, Business Valuation, Small Business..., Commodities, Currency, Securitization, Public Finance, Asset Management, Investments, Portfolio Management, Financial Modeling, Hedge Funds, Risk Management, Wealth Management, Investment Advisory, Financial Planning, Fixed Income, Investment Strategies, Trading, Asset Managment, Commodity, Strategic Financial..., Business Development, Derivatives, Bloomberg, Corporate Finance, Structured Products, Finance, Bonds, Hedging, Alternative Investments, Foreign Exchange, Banking, Strategy, Economics, Structured Finance, Securities, Capital Markets, Financial Markets, Institutional..., Equities
Education
Capella University 2010 — 2012
Master of Business Administration (M.B.A.), Finance
American Securitization Forum Institute
Certificate, Securitization
Corporate Education Group
Certificate, Requirements Traceability Training
Morehouse College
BA, History
SunTrust Robinson Humphrey April 2015 - Present
MFS Investment Management May 2014 - April 2015
Komen Asset Managers May 2009 - May 2014
SparkFX November 2007 - May 2009
FactSet Research Systems September 2006 - October 2007
First Command Financial January 2005 - August 2006
The Malachi Group January 2002 - January 2005
Skills
Business Relationship..., Investment Banking, Financial Analysis, Enterprise Valuation, Business Valuation, Small Business..., Commodities, Currency, Securitization, Public Finance, Asset Management, Investments, Portfolio Management, Financial Modeling, Hedge Funds, Risk Management, Wealth Management, Investment Advisory, Financial Planning, Fixed Income, Investment Strategies, Trading, Asset Managment, Commodity, Strategic Financial..., Business Development, Derivatives, Bloomberg, Corporate Finance, Structured Products, Finance, Bonds, Hedging, Alternative Investments, Foreign Exchange, Banking, Strategy, Economics, Structured Finance, Securities, Capital Markets, Financial Markets, Institutional..., Equities
Education
Capella University 2010 — 2012
Master of Business Administration (M.B.A.), Finance
American Securitization Forum Institute
Certificate, Securitization
Corporate Education Group
Certificate, Requirements Traceability Training
Morehouse College
BA, History
Mary Grace Duncan's SunTrust Robinson Humphrey Experience June 2012 - August 2012
Job Director of Business Analytics at RentApplication.net
Industry Information Technology and Services
Experience
RentApplication.net June 2015 - Present
Accenture August 2013 - May 2015
SunTrust Robinson Humphrey June 2012 - August 2012
ITT Technical Institute August 2010 - June 2011
State Department - Office of Private International Law January 2007 - May 2007
Irish Centre for Human Rights June 2006 - August 2006
Nashville Public Defender's Office January 2006 - May 2006
Skills
Courts, Criminal Law, Analysis, Data Analysis, Research, Public Speaking, Statistics, Microsoft Excel, Microsoft Office, Leadership, Teaching, Financial Modeling, Legal Research, Financial Analysis, Legal Writing, Strategic Planning
Education
Indiana University - Kelley School of Business 2011 — 2013
MBA
Vanderbilt University Law School 2005 — 2008
J.D.
Carnegie Mellon University 2002 — 2005
B.S.
RentApplication.net June 2015 - Present
Accenture August 2013 - May 2015
SunTrust Robinson Humphrey June 2012 - August 2012
ITT Technical Institute August 2010 - June 2011
State Department - Office of Private International Law January 2007 - May 2007
Irish Centre for Human Rights June 2006 - August 2006
Nashville Public Defender's Office January 2006 - May 2006
Skills
Courts, Criminal Law, Analysis, Data Analysis, Research, Public Speaking, Statistics, Microsoft Excel, Microsoft Office, Leadership, Teaching, Financial Modeling, Legal Research, Financial Analysis, Legal Writing, Strategic Planning
Education
Indiana University - Kelley School of Business 2011 — 2013
MBA
Vanderbilt University Law School 2005 — 2008
J.D.
Carnegie Mellon University 2002 — 2005
B.S.
Keith Bowden's SunTrust Robinson Humphrey Experience June 2007 - August 2007
Job Consultant at Systems Evolution, Inc.
Industry Management Consulting
Experience
SEI – Atlanta, LLC, a Systems Evolution, Inc. Company October 2014 - Present
Wipro Consulting August 2010 - September 2014
Mensura Securities, LLC / Mensura Capital, LLC March 2009 - March 2010
SunTrust Robinson Humphrey June 2007 - August 2007
Aon Risk Services October 2005 - July 2006
Aon Risk Services August 2003 - October 2005
Skills
Insurance, Mergers, Financial Analysis, Financial Modeling, Management Consulting, Mergers & Acquisitions, Valuation, Business Strategy, Business Transformation, Strategy, Business Analysis, Market Research, Business Process..., Corporate Finance, Due Diligence, Investment Banking, Private Equity, Management, Analytics, Competitive Analysis, Analysis, Portfolio Management, Acquisition Integration, Change Management, Cross-functional Team..., Risk Management, Strategic Planning, Consulting, Strategic Consulting, Business Intelligence, Business Process, Business Development, Project Management, Program Management, Business Planning, Finance, Entrepreneurship, Start-ups, Financial Services, Process Improvement
Education
Emory University - Goizueta Business School 2006 — 2008
MBA, Finance
Babson College 1999 — 2003
Bachelor of Science (B.S.), Entrepreneurship/Entrepreneurial Studies
The Ranney School 1984 — 1999
High School Diploma
SEI – Atlanta, LLC, a Systems Evolution, Inc. Company October 2014 - Present
Wipro Consulting August 2010 - September 2014
Mensura Securities, LLC / Mensura Capital, LLC March 2009 - March 2010
SunTrust Robinson Humphrey June 2007 - August 2007
Aon Risk Services October 2005 - July 2006
Aon Risk Services August 2003 - October 2005
Skills
Insurance, Mergers, Financial Analysis, Financial Modeling, Management Consulting, Mergers & Acquisitions, Valuation, Business Strategy, Business Transformation, Strategy, Business Analysis, Market Research, Business Process..., Corporate Finance, Due Diligence, Investment Banking, Private Equity, Management, Analytics, Competitive Analysis, Analysis, Portfolio Management, Acquisition Integration, Change Management, Cross-functional Team..., Risk Management, Strategic Planning, Consulting, Strategic Consulting, Business Intelligence, Business Process, Business Development, Project Management, Program Management, Business Planning, Finance, Entrepreneurship, Start-ups, Financial Services, Process Improvement
Education
Emory University - Goizueta Business School 2006 — 2008
MBA, Finance
Babson College 1999 — 2003
Bachelor of Science (B.S.), Entrepreneurship/Entrepreneurial Studies
The Ranney School 1984 — 1999
High School Diploma
Nigel Fabien's SunTrust Robinson Humphrey Experience 2010 - April 2014
Job Account Executive at First Capital
Industry Banking
Experience
Ares Management April 2015 - Present
First Capital April 2014 - Present
SunTrust Robinson Humphrey 2010 - April 2014
Wells Fargo Capital Finance April 2006 - November 2010
Mutual of Omaha February 2005 - April 2006
Congress Financial (a Wachovia Company) September 1999 - January 2005
Skills
Portfolio Management, Loans, Credit, Banking
Education
Capella University 2005 — 2007
Master of Business Administration (M.B.A.), Business Administration and Management, General
Houghton College 1995 — 1999
Bachelor's Degree, Accounting and Business/Management
Ares Management April 2015 - Present
First Capital April 2014 - Present
SunTrust Robinson Humphrey 2010 - April 2014
Wells Fargo Capital Finance April 2006 - November 2010
Mutual of Omaha February 2005 - April 2006
Congress Financial (a Wachovia Company) September 1999 - January 2005
Skills
Portfolio Management, Loans, Credit, Banking
Education
Capella University 2005 — 2007
Master of Business Administration (M.B.A.), Business Administration and Management, General
Houghton College 1995 — 1999
Bachelor's Degree, Accounting and Business/Management
Patrick McKeever's SunTrust Robinson Humphrey Experience October 1999 - May 2006
Job Senior Equity Analyst at MKM Partners LLC
Industry Financial Services
Experience
MKM Partners LLC October 2007 - Present
Avondale Partners May 2006 - October 2007
SunTrust Robinson Humphrey October 1999 - May 2006
ABN AMRO March 1998 - October 1999
Credit Suisse First Boston June 1997 - March 1998
Education
Boston College
MKM Partners LLC October 2007 - Present
Avondale Partners May 2006 - October 2007
SunTrust Robinson Humphrey October 1999 - May 2006
ABN AMRO March 1998 - October 1999
Credit Suisse First Boston June 1997 - March 1998
Education
Boston College
Ericka Quevedo's SunTrust Robinson Humphrey Experience December 1999 - July 2011
Job Vice President at Shay Financial Services, Inc.
Industry Investment Banking
Experience
Shay Financial Services, Inc. February 2012 - Present
SunTrust Robinson Humphrey December 1999 - July 2011
SunTrust Bank December 1998 - December 1999
Merrill Lynch May 1997 - December 1998
Skills
Investments, Fixed Income, Equity Research, Securities, Series 63, MBS, Investment Banking, Capital Markets, Series 7, Bonds, Valuation, Derivatives, Asset Managment, Due Diligence, Credit, Treasury Management, Financial Analysis, Banking, Restructuring, Finance, Bloomberg, FINRA, Portfolio Management, Hedge Funds, Equities
Education
Babson College 1993 — 1997
Finance, Triple Major in Finance, Economics, Investments
Dominican Academy 1989 — 1993
Shay Financial Services, Inc. February 2012 - Present
SunTrust Robinson Humphrey December 1999 - July 2011
SunTrust Bank December 1998 - December 1999
Merrill Lynch May 1997 - December 1998
Skills
Investments, Fixed Income, Equity Research, Securities, Series 63, MBS, Investment Banking, Capital Markets, Series 7, Bonds, Valuation, Derivatives, Asset Managment, Due Diligence, Credit, Treasury Management, Financial Analysis, Banking, Restructuring, Finance, Bloomberg, FINRA, Portfolio Management, Hedge Funds, Equities
Education
Babson College 1993 — 1997
Finance, Triple Major in Finance, Economics, Investments
Dominican Academy 1989 — 1993
John Healy's SunTrust Robinson Humphrey Experience August 2012 - Present
Job Managing Director, Head of Operations CIB at SunTrust Robinson Humphrey
Industry Capital Markets
Experience
SunTrust Robinson Humphrey August 2012 - Present
Bank of America Merrill Lynch April 2010 - July 2012
Bank of America Merrill Lynch August 2008 - April 2010
Bank of America March 2007 - August 2008
Bank of America June 2004 - March 2007
SAMCO Capital Markets 2000 - 2002
A.G. EDWARDS & SONS, INC. 1997 - 2000
LEVI STRAUSS & CO. 1995 - 1997
Skills
FX Options, Trading, Fixed Income, Derivatives, Credit Derivatives, Capital Markets, Options, Middle Office, Equities, FX trading, Finance, Investments, Proprietary Trading, Rates, Bloomberg, Hedge Funds, Swaps, Equity Derivatives
Education
Loyola University of Chicago - Graduate School of Business
MBA, Finance
Belmont Abbey College
Bachelor of Arts, Business Administration
SunTrust Robinson Humphrey August 2012 - Present
Bank of America Merrill Lynch April 2010 - July 2012
Bank of America Merrill Lynch August 2008 - April 2010
Bank of America March 2007 - August 2008
Bank of America June 2004 - March 2007
SAMCO Capital Markets 2000 - 2002
A.G. EDWARDS & SONS, INC. 1997 - 2000
LEVI STRAUSS & CO. 1995 - 1997
Skills
FX Options, Trading, Fixed Income, Derivatives, Credit Derivatives, Capital Markets, Options, Middle Office, Equities, FX trading, Finance, Investments, Proprietary Trading, Rates, Bloomberg, Hedge Funds, Swaps, Equity Derivatives
Education
Loyola University of Chicago - Graduate School of Business
MBA, Finance
Belmont Abbey College
Bachelor of Arts, Business Administration
C Rapier Copeland's SunTrust Robinson Humphrey Experience June 2015 - Present
Job IT Director ♦ Senior IT Consultant ♦ Solutions Architect
Industry Information Technology and Services
Experience
SunTrust Robinson Humphrey June 2015 - Present
Tribune Content Agency, a division of Tribune Company August 2014 - March 2015
McClatchy-Tribune Information Services September 2008 - August 2014
Synapse Group Inc, a Division of Time Warner June 2000 - September 2008
Auctions.com, a division of Classified Ventures May 1998 - June 2000
Skills
IT Strategy, Leadership, Project Management, Vendor Management, Integration, Strategy, Disaster Recovery, Software Project..., SDLC, E-commerce, Strategic Partnerships, Change Management, Unix, Microsoft SQL Server, System Administration, Infrastructure, Configuration Management, Data Center Management, Technical Support, Website Development, Contract Negotiation, Enterprise Architecture, Remote Infrastructure..., Business Continuity, Network Administration, Mentoring, IT Operations, Distributed Systems, System Monitoring, Windows Server, Agile Methodologies, SQL Server, Oracle, MySQL, Business Objects, IIS, Cisco Technologies, Systems Monitoring, Apache, Microsoft Exchange, Google Analytics, Google Mail, JIRA, VMware, Hyper-V, Serena Version Manager, IT Management, ITIL, IT Solutions, IT Service Management
Education
Clark Atlanta University 1996 — 1998
Computer Science
Rye Country Day School 1992 — 1996
SunTrust Robinson Humphrey June 2015 - Present
Tribune Content Agency, a division of Tribune Company August 2014 - March 2015
McClatchy-Tribune Information Services September 2008 - August 2014
Synapse Group Inc, a Division of Time Warner June 2000 - September 2008
Auctions.com, a division of Classified Ventures May 1998 - June 2000
Skills
IT Strategy, Leadership, Project Management, Vendor Management, Integration, Strategy, Disaster Recovery, Software Project..., SDLC, E-commerce, Strategic Partnerships, Change Management, Unix, Microsoft SQL Server, System Administration, Infrastructure, Configuration Management, Data Center Management, Technical Support, Website Development, Contract Negotiation, Enterprise Architecture, Remote Infrastructure..., Business Continuity, Network Administration, Mentoring, IT Operations, Distributed Systems, System Monitoring, Windows Server, Agile Methodologies, SQL Server, Oracle, MySQL, Business Objects, IIS, Cisco Technologies, Systems Monitoring, Apache, Microsoft Exchange, Google Analytics, Google Mail, JIRA, VMware, Hyper-V, Serena Version Manager, IT Management, ITIL, IT Solutions, IT Service Management
Education
Clark Atlanta University 1996 — 1998
Computer Science
Rye Country Day School 1992 — 1996
Andy Borrmann's SunTrust Robinson Humphrey Experience 1999 - 2006
Job CFO SouthCrest Financial Group
Industry Financial Services
Experience
SouthCrest Financial Group September 2011 - Present
Paradigm Capital Inc August 2009 - 2011
Morgan Keegan October 2006 - August 2009
SunTrust Robinson Humphrey 1999 - 2006
StockVal 1996 - 1999
Skills
Equities, Financial Analysis, Banking, Finance, Equity Research, Quantitative Analytics, Financial Modeling, Valuation, Portfolio Management, Asset Management, Strategic Financial..., Equity Valuation, Alternative Investments, Analysis, Capital Markets, Asset Allocation, Capital Raising, Bonds, Financial Risk, Corporate Finance, Due Diligence, Financial Markets, Fixed Income, Investor Relations
Education
Arizona State University 1992 — 1996
BS, Finance
SouthCrest Financial Group September 2011 - Present
Paradigm Capital Inc August 2009 - 2011
Morgan Keegan October 2006 - August 2009
SunTrust Robinson Humphrey 1999 - 2006
StockVal 1996 - 1999
Skills
Equities, Financial Analysis, Banking, Finance, Equity Research, Quantitative Analytics, Financial Modeling, Valuation, Portfolio Management, Asset Management, Strategic Financial..., Equity Valuation, Alternative Investments, Analysis, Capital Markets, Asset Allocation, Capital Raising, Bonds, Financial Risk, Corporate Finance, Due Diligence, Financial Markets, Fixed Income, Investor Relations
Education
Arizona State University 1992 — 1996
BS, Finance
Ricky Thomas's SunTrust Robinson Humphrey Experience August 1989 - October 1990
Job CFO at Cobb Theatres
Industry Motion Pictures and Film
Experience
Cobb Theatres June 2011 - Present
Tricon Metals & Services August 2006 - October 2009
Atherotech March 2003 - March 2006
Tricon Metals & Services, Inc. October 2001 - February 2003
AmStar Entertainment December 1998 - July 2000
Outdoor Communications, Inc. December 1997 - December 1998
Cobb Theatres December 1995 - November 1997
AmSouth Bank September 1992 - November 1995
Brice Building Company December 1991 - August 1992
SunTrust Robinson Humphrey August 1989 - October 1990
Skills
Financial Reporting, Operations Management, Marketing, SEC filings, Budgets, Accounting, Finance, Cash Flow, Strategic Planning, Financial Analysis, Business Strategy, Management, Process Improvement, Mergers & Acquisitions, Team Building
Education
University of Alabama 1984 — 1985
Masters, Tax Accounting
Auburn University 1976 — 1980
B.S., Accounting
Cobb Theatres June 2011 - Present
Tricon Metals & Services August 2006 - October 2009
Atherotech March 2003 - March 2006
Tricon Metals & Services, Inc. October 2001 - February 2003
AmStar Entertainment December 1998 - July 2000
Outdoor Communications, Inc. December 1997 - December 1998
Cobb Theatres December 1995 - November 1997
AmSouth Bank September 1992 - November 1995
Brice Building Company December 1991 - August 1992
SunTrust Robinson Humphrey August 1989 - October 1990
Skills
Financial Reporting, Operations Management, Marketing, SEC filings, Budgets, Accounting, Finance, Cash Flow, Strategic Planning, Financial Analysis, Business Strategy, Management, Process Improvement, Mergers & Acquisitions, Team Building
Education
University of Alabama 1984 — 1985
Masters, Tax Accounting
Auburn University 1976 — 1980
B.S., Accounting
Mitch Clayton, CMT's SunTrust Robinson Humphrey Experience January 2011 - Present
Job Vice President, Fixed Income Sales
Industry Financial Services
Experience
SunTrust Robinson Humphrey January 2011 - Present
EMPI RECOVERY SCIENCES January 2010 - January 2011
STANFORD FINANCIAL GROUP March 2000 - March 2009
Stanford Group Company 2000 - March 2009
Fidelity Financial January 1999 - March 2000
Skills
Investments, Strategy, Equities, Fixed Income, Business Development, Forecasting, Options, Finance, Marketing Strategy, CRM, Financial Services, Sales, Product Marketing, Research, Portfolio Management, Strategic Planning, Series 7, Loans, Technical Analysis, Budgets, Credit
Education
Belhaven University 2004 — 2006
MBA, Management
University of Mississippi - School of Business Administration 1996 — 1998
University of Mississippi
B.B.A
SunTrust Robinson Humphrey January 2011 - Present
EMPI RECOVERY SCIENCES January 2010 - January 2011
STANFORD FINANCIAL GROUP March 2000 - March 2009
Stanford Group Company 2000 - March 2009
Fidelity Financial January 1999 - March 2000
Skills
Investments, Strategy, Equities, Fixed Income, Business Development, Forecasting, Options, Finance, Marketing Strategy, CRM, Financial Services, Sales, Product Marketing, Research, Portfolio Management, Strategic Planning, Series 7, Loans, Technical Analysis, Budgets, Credit
Education
Belhaven University 2004 — 2006
MBA, Management
University of Mississippi - School of Business Administration 1996 — 1998
University of Mississippi
B.B.A
Silas Souza's SunTrust Robinson Humphrey Experience July 2003 - July 2011
Job Project Manager at SunTrust Bank
Industry Banking
Experience
SunTrust Bank August 2014 - Present
Suntrust Bank January 2013 - August 2014
SunTrust Bank April 2011 - February 2013
SunTrust Robinson Humphrey July 2003 - July 2011
SunTrust Robinson Humphrey July 2001 - July 2003
Wachovia Bank January 1996 - June 2001
Skills
Banking, Portuguese, Project Management, Change Management, SDLC, Requirements Gathering, Project Planning, Strategy, Business Process, Financial Analysis, Business Analysis, Vendor Management, Budgets, Leadership, PMO, Risk Management, Portfolio Management, Forecasting, Management
Education
Bob Jones University 1989 — 1993
BS, Finance Management and Computer Science
SunTrust Bank August 2014 - Present
Suntrust Bank January 2013 - August 2014
SunTrust Bank April 2011 - February 2013
SunTrust Robinson Humphrey July 2003 - July 2011
SunTrust Robinson Humphrey July 2001 - July 2003
Wachovia Bank January 1996 - June 2001
Skills
Banking, Portuguese, Project Management, Change Management, SDLC, Requirements Gathering, Project Planning, Strategy, Business Process, Financial Analysis, Business Analysis, Vendor Management, Budgets, Leadership, PMO, Risk Management, Portfolio Management, Forecasting, Management
Education
Bob Jones University 1989 — 1993
BS, Finance Management and Computer Science
Don Campisano's SunTrust Robinson Humphrey Experience 1996 - Present
Job Managing Director at SunTrust
Industry Investment Banking
Kyle Kaylor's SunTrust Robinson Humphrey Experience May 2013 - June 2014
Job Director at D.A. Davidson & Co.
Industry Investment Banking
Experience
D.A. Davidson & Co. July 2014 - Present
SunTrust Robinson Humphrey May 2013 - June 2014
Morgan Keegan October 2010 - April 2012
Stifel Nicolaus January 2009 - September 2010
CNL Financial Group March 2008 - December 2008
Banc of America Securities May 2004 - March 2008
Legg Mason Wood Walker July 2003 - May 2004
United States Navy August 1994 - December 2002
Northrop Grumman June 1992 - June 1994
Hughes Aircraft Company June 1991 - June 1992
Education
University of Maryland - Robert H. Smith School of Business 2001 — 2003
MBA, Finance
California State Polytechnic University-Pomona 1986 — 1991
BS, Aerospace Engineering
D.A. Davidson & Co. July 2014 - Present
SunTrust Robinson Humphrey May 2013 - June 2014
Morgan Keegan October 2010 - April 2012
Stifel Nicolaus January 2009 - September 2010
CNL Financial Group March 2008 - December 2008
Banc of America Securities May 2004 - March 2008
Legg Mason Wood Walker July 2003 - May 2004
United States Navy August 1994 - December 2002
Northrop Grumman June 1992 - June 1994
Hughes Aircraft Company June 1991 - June 1992
Education
University of Maryland - Robert H. Smith School of Business 2001 — 2003
MBA, Finance
California State Polytechnic University-Pomona 1986 — 1991
BS, Aerospace Engineering
Darren Susi's SunTrust Robinson Humphrey Experience August 2005 - Present
Job Managing Director at SunTrust Robinson Humphrey
Industry Capital Markets
Experience
SunTrust Robinson Humphrey August 2005 - Present
Lehman Brothers 2003 - 2005
Neuberger Berman 1994 - 2003
Skills
Equities, Valuation, Fixed Income, Hedge Funds, Financial Modeling, Capital Markets, Asset Management, Bloomberg, Alternative Investments, Series 7, Equity Research, Investments, Series 63, Equity Trading, Securities, Portfolio Management, Derivatives, Trading, Trading Systems, Electronic Trading
Education
Fordham University - Graduate School of Business Administration 1997 — 2001
Master of Business Administration (M.B.A.), Finance, Entrepreneurial Studies
Babson College 1987 — 1991
Bachelor of Science (B.S.), Finance & Entrepreneurial Studies
SunTrust Robinson Humphrey August 2005 - Present
Lehman Brothers 2003 - 2005
Neuberger Berman 1994 - 2003
Skills
Equities, Valuation, Fixed Income, Hedge Funds, Financial Modeling, Capital Markets, Asset Management, Bloomberg, Alternative Investments, Series 7, Equity Research, Investments, Series 63, Equity Trading, Securities, Portfolio Management, Derivatives, Trading, Trading Systems, Electronic Trading
Education
Fordham University - Graduate School of Business Administration 1997 — 2001
Master of Business Administration (M.B.A.), Finance, Entrepreneurial Studies
Babson College 1987 — 1991
Bachelor of Science (B.S.), Finance & Entrepreneurial Studies
Wendy Boris's SunTrust Robinson Humphrey Experience August 2011 - Present
Job Vice President, Operational Risk Management, SunTrust Robinson Humphrey
Industry Capital Markets
Experience
SunTrust Robinson Humphrey August 2011 - Present
SunTrust Robinson Humphrey February 2008 - August 2011
GetProof, Inc. October 2004 - April 2006
GetProof, Inc. May 2002 - October 2004
PageNet June 1999 - October 2001
Skills
Process Improvement, Marketing, Management, Leadership, Business Process, Marketing Strategy, Operations Management, Training, Business Planning, Customer Satisfaction, Auditing, Project Management, Sales, Account Management, Program Management, CRM, Sales Management
Education
Brigham Young University 1994 — 1997
BA, Communications
SunTrust Robinson Humphrey August 2011 - Present
SunTrust Robinson Humphrey February 2008 - August 2011
GetProof, Inc. October 2004 - April 2006
GetProof, Inc. May 2002 - October 2004
PageNet June 1999 - October 2001
Skills
Process Improvement, Marketing, Management, Leadership, Business Process, Marketing Strategy, Operations Management, Training, Business Planning, Customer Satisfaction, Auditing, Project Management, Sales, Account Management, Program Management, CRM, Sales Management
Education
Brigham Young University 1994 — 1997
BA, Communications
Jason Spring's SunTrust Robinson Humphrey Experience April 2013 - July 2014
Job Enterprise Infrastructure Architect at EY
Industry Accounting
Experience
EY July 2014 - Present
SunTrust Robinson Humphrey April 2013 - July 2014
SunTrust Robinson Humphrey August 2005 - July 2014
Tek Systems January 2003 - August 2005
Sprint January 2000 - January 2003
Skills
Data Center, Integration, Business Intelligence, Enterprise Architecture, Disaster Recovery, Strategic Planning, Vendor Management, Program Management, Management, Business Analysis, Virtualization, Storage, IT Strategy, SDLC, IT Management, Cloud Computing
Education
Auburn University, College of Business 2007 — 2009
MBA, Technology Management
University of Phoenix 2005 — 2007
BS, Information Technology
EY July 2014 - Present
SunTrust Robinson Humphrey April 2013 - July 2014
SunTrust Robinson Humphrey August 2005 - July 2014
Tek Systems January 2003 - August 2005
Sprint January 2000 - January 2003
Skills
Data Center, Integration, Business Intelligence, Enterprise Architecture, Disaster Recovery, Strategic Planning, Vendor Management, Program Management, Management, Business Analysis, Virtualization, Storage, IT Strategy, SDLC, IT Management, Cloud Computing
Education
Auburn University, College of Business 2007 — 2009
MBA, Technology Management
University of Phoenix 2005 — 2007
BS, Information Technology
Sonal Varshney's SunTrust Robinson Humphrey Experience February 2014 - Present
Job Vice President at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey February 2014 - Present
Quinnox July 2013 - September 2013
SunTrust Robinson Humphrey June 2005 - June 2013
Skills
Bloomberg, Financial Modeling, Derivatives, Capital Markets, Valuation, Fixed Income, Investment Banking
Education
Georgia Institute of Technology 2004 — 2005
Masters, Computational Finance
University of Pittsburgh 2002 — 2003
Masters, Electrical Engineering
Aligarh Muslim University 1995 — 1999
BTech, Electrical Engineering
SunTrust Robinson Humphrey February 2014 - Present
Quinnox July 2013 - September 2013
SunTrust Robinson Humphrey June 2005 - June 2013
Skills
Bloomberg, Financial Modeling, Derivatives, Capital Markets, Valuation, Fixed Income, Investment Banking
Education
Georgia Institute of Technology 2004 — 2005
Masters, Computational Finance
University of Pittsburgh 2002 — 2003
Masters, Electrical Engineering
Aligarh Muslim University 1995 — 1999
BTech, Electrical Engineering
Andy Mason's SunTrust Robinson Humphrey Experience December 1998 - March 2006
Job Managing Partner at Peloton Capital Partners, LLC and Managing Partner at Palmares Capital Partners, LLC
Industry Investment Banking
Experience
Peloton Capital Partners, LLC January 2015 - Present
Palmares Capital Partners, LLC January 2015 - Present
VRA Partners, LLC September 2006 - December 2014
SunTrust Robinson Humphrey December 1998 - March 2006
River Capital July 1995 - November 1998
Duff & Phelps September 1994 - June 1995
Trivest Partners November 1991 - March 1994
GE Capital November 1981 - October 1991
Skills
Private Equity, Mergers, Recapitalizations, Private Placements, Middle Market, Capital Raising, Investment Banking, Valuation, Corporate Finance, Divestitures, Financial Structuring, Venture Capital, Acquisitions, Buyouts, Capital, Financial Advisory, Growth Capital, Mergers, Mergers & Acquisitions, LBO
Education
Emory University - Goizueta Business School 1988 — 1989
MBA, Executive MBA Program
Auburn University, College of Business 1976 — 1980
BS, Accounting
Peloton Capital Partners, LLC January 2015 - Present
Palmares Capital Partners, LLC January 2015 - Present
VRA Partners, LLC September 2006 - December 2014
SunTrust Robinson Humphrey December 1998 - March 2006
River Capital July 1995 - November 1998
Duff & Phelps September 1994 - June 1995
Trivest Partners November 1991 - March 1994
GE Capital November 1981 - October 1991
Skills
Private Equity, Mergers, Recapitalizations, Private Placements, Middle Market, Capital Raising, Investment Banking, Valuation, Corporate Finance, Divestitures, Financial Structuring, Venture Capital, Acquisitions, Buyouts, Capital, Financial Advisory, Growth Capital, Mergers, Mergers & Acquisitions, LBO
Education
Emory University - Goizueta Business School 1988 — 1989
MBA, Executive MBA Program
Auburn University, College of Business 1976 — 1980
BS, Accounting
Eugene Buchko's SunTrust Robinson Humphrey Experience March 2011 - July 2013
Job Senior Consultant at Protiviti
Industry Financial Services
Experience
Protiviti October 2014 - Present
SunTrust Bank July 2013 - October 2014
SunTrust Robinson Humphrey March 2011 - July 2013
SunTrust Bank March 2010 - March 2011
Simatra Modeling Technologies, LLC. May 2009 - August 2009
Timely Engineering Soil Tests, LLC May 2005 - August 2006
Accura Analytical Laboratory May 2002 - August 2003
Skills
Market Risk, Equity Derivatives, Financial Modeling, Credit Risk, Trading, Equities, R, Java, Model risk management, SR 11-7, Mathematical Modeling, Statistical Modeling, Data Modeling, Quantitative Analytics, Model governance, SAS, Financial Markets, Quantitative Finance, Photoshop, Credit, Microsoft Office, Risk Management, Derivatives, Fixed Income, Matlab, C, VBA, Windows, Mac OS X, Statistical Data..., Sensitivity analysis, SQL, SQL Server, Financial Analysis, Financial Control, Investments, Lightroom, Twitter, Risk, Counterparty Risk, Mathematical Analysis, Liquidity Risk, Stress Testing, Risk Measurement, Quantitative Research, model validation, Financial Risk..., Interest Rate..., FX Derivatives, Bloomberg
Education
Georgia Institute of Technology 2008 — 2009
M.S., Quantitative and Computational Finance, 3.82/4.00
California Institute of Technology 2006 — 2007
M.S., Bioengineering, 4.0/4.0 GPA
Georgia Institute of Technology 2002 — 2006
B.S., Biomedical Engineering
Georgia Institute of Technology 2002 — 2006
BS, Biomedical Engineering
Protiviti October 2014 - Present
SunTrust Bank July 2013 - October 2014
SunTrust Robinson Humphrey March 2011 - July 2013
SunTrust Bank March 2010 - March 2011
Simatra Modeling Technologies, LLC. May 2009 - August 2009
Timely Engineering Soil Tests, LLC May 2005 - August 2006
Accura Analytical Laboratory May 2002 - August 2003
Skills
Market Risk, Equity Derivatives, Financial Modeling, Credit Risk, Trading, Equities, R, Java, Model risk management, SR 11-7, Mathematical Modeling, Statistical Modeling, Data Modeling, Quantitative Analytics, Model governance, SAS, Financial Markets, Quantitative Finance, Photoshop, Credit, Microsoft Office, Risk Management, Derivatives, Fixed Income, Matlab, C, VBA, Windows, Mac OS X, Statistical Data..., Sensitivity analysis, SQL, SQL Server, Financial Analysis, Financial Control, Investments, Lightroom, Twitter, Risk, Counterparty Risk, Mathematical Analysis, Liquidity Risk, Stress Testing, Risk Measurement, Quantitative Research, model validation, Financial Risk..., Interest Rate..., FX Derivatives, Bloomberg
Education
Georgia Institute of Technology 2008 — 2009
M.S., Quantitative and Computational Finance, 3.82/4.00
California Institute of Technology 2006 — 2007
M.S., Bioengineering, 4.0/4.0 GPA
Georgia Institute of Technology 2002 — 2006
B.S., Biomedical Engineering
Georgia Institute of Technology 2002 — 2006
BS, Biomedical Engineering
Scott Pohlman's SunTrust Robinson Humphrey Experience January 2011 - Present
Job Investment Banking
Industry Banking
Experience
SunTrust Robinson Humphrey January 2011 - Present
Hathaway Properties, Inc. June 2007 - April 2010
Montecito Property Company 2005 - 2006
CB Richard Ellis January 2004 - May 2005
Education
Auburn University, College of Business 2002 — 2003
MBA
Auburn University 1997 — 2001
BS, Finance
SunTrust Robinson Humphrey January 2011 - Present
Hathaway Properties, Inc. June 2007 - April 2010
Montecito Property Company 2005 - 2006
CB Richard Ellis January 2004 - May 2005
Education
Auburn University, College of Business 2002 — 2003
MBA
Auburn University 1997 — 2001
BS, Finance
M. Brandon Graffeo's SunTrust Robinson Humphrey Experience 2010 - September 2012
Job Senior Vice President – Sponsor & Leveraged Finance Originations
Industry Investment Banking
Experience
GE Capital's Sponsor Finance / Telecom, Media & Technology Group August 2012 - Present
SunTrust Robinson Humphrey 2010 - September 2012
Scrimshaw Capital Management 2008 - September 2010
Citigroup Global Markets 2004 - 2008
Wachovia Securities 2002 - 2004
Wachovia Securities 1998 - 2002
Skills
Leveraged Finance, Capital Markets, Investment Banking, Corporate Finance, LBO, Mergers & Acquisitions, Middle Market, Private Equity, Venture Capital, Financial Analysis, Financial Modeling, Valuation, Entrepreneurship, Negotiation, Corporate Development
Education
Auburn University
Bachelor of Science in Business Administration, Finance
GE Capital's Sponsor Finance / Telecom, Media & Technology Group August 2012 - Present
SunTrust Robinson Humphrey 2010 - September 2012
Scrimshaw Capital Management 2008 - September 2010
Citigroup Global Markets 2004 - 2008
Wachovia Securities 2002 - 2004
Wachovia Securities 1998 - 2002
Skills
Leveraged Finance, Capital Markets, Investment Banking, Corporate Finance, LBO, Mergers & Acquisitions, Middle Market, Private Equity, Venture Capital, Financial Analysis, Financial Modeling, Valuation, Entrepreneurship, Negotiation, Corporate Development
Education
Auburn University
Bachelor of Science in Business Administration, Finance
Carlos M. Murgas's SunTrust Robinson Humphrey Experience July 2006 - December 2008
Job Senior Vice President Group Portfolio Manager at FirstBank
Industry Banking
Experience
FirstBank June 2012 - Present
Regions Bank December 2008 - June 2012
SunTrust Robinson Humphrey July 2006 - December 2008
SunTrust Robinson Humphrey May 2000 - June 2006
Skills
Corporate Finance, Financial Modeling, Capital Markets, Portfolio Management, Risk Management, Origination, Structuring
Education
The University of Memphis 1998 — 2000
MBA, International Business
Austin Peay State University 1994 — 1998
BBA, Finance & Economics
FirstBank June 2012 - Present
Regions Bank December 2008 - June 2012
SunTrust Robinson Humphrey July 2006 - December 2008
SunTrust Robinson Humphrey May 2000 - June 2006
Skills
Corporate Finance, Financial Modeling, Capital Markets, Portfolio Management, Risk Management, Origination, Structuring
Education
The University of Memphis 1998 — 2000
MBA, International Business
Austin Peay State University 1994 — 1998
BBA, Finance & Economics
Teodor Tocan, CFA's SunTrust Robinson Humphrey Experience November 2010 - Present
Job Fixed Income Research Associate
Industry Capital Markets
Experience
SunTrust Robinson Humphrey November 2010 - Present
Skills
Credit, Quantitative Analytics, Investments, Asset Management, Portfolio Management, Asset Managment, Valuation, VBA, Equities
Education
Carnegie Mellon University - Tepper School of Business 2008 — 2010
MBA, Finance, Investment Strategy and Quantitative Analysis
Drexel University 2001 — 2004
Academia de Studii Economice (Academy of Economic Studies of Moldova)
SunTrust Robinson Humphrey November 2010 - Present
Skills
Credit, Quantitative Analytics, Investments, Asset Management, Portfolio Management, Asset Managment, Valuation, VBA, Equities
Education
Carnegie Mellon University - Tepper School of Business 2008 — 2010
MBA, Finance, Investment Strategy and Quantitative Analysis
Drexel University 2001 — 2004
Academia de Studii Economice (Academy of Economic Studies of Moldova)
Mondrell T. Moore's SunTrust Robinson Humphrey Experience 2006 - 2008
Job Senior Vice President at Herndon Capital Management, LLC
Industry Investment Management
Experience
Herndon Capital Management, LLC 2015 - Present
EARNEST Partners 2008 - 2015
SunTrust Robinson Humphrey 2006 - 2008
The Bank of New York 2004 - 2006
Brown Brothers Harriman 1998 - 2002
Skills
Fixed Income, Financial Modeling, Equities, Valuation, Asset Management, Business Strategy, Corporate Finance, Financial Analysis, Investments, Asset Allocation, Bloomberg, Investment Management, Portfolio Management, Securities, Business Development, Relationship Management, FactSet, Lipper, Client Relations, Investment Strategies
Education
Cornell University - Johnson Graduate School of Management 2002 — 2004
MBA, Entrepreneurship & Private Equity
University of Melbourne - Melbourne Business School 2004 — 2004
MBA - International Graduate Program - Australia
Clark Atlanta University 1994 — 1998
BA, Business Administration / Finance
Herndon Capital Management, LLC 2015 - Present
EARNEST Partners 2008 - 2015
SunTrust Robinson Humphrey 2006 - 2008
The Bank of New York 2004 - 2006
Brown Brothers Harriman 1998 - 2002
Skills
Fixed Income, Financial Modeling, Equities, Valuation, Asset Management, Business Strategy, Corporate Finance, Financial Analysis, Investments, Asset Allocation, Bloomberg, Investment Management, Portfolio Management, Securities, Business Development, Relationship Management, FactSet, Lipper, Client Relations, Investment Strategies
Education
Cornell University - Johnson Graduate School of Management 2002 — 2004
MBA, Entrepreneurship & Private Equity
University of Melbourne - Melbourne Business School 2004 — 2004
MBA - International Graduate Program - Australia
Clark Atlanta University 1994 — 1998
BA, Business Administration / Finance
James L. McGovern's SunTrust Robinson Humphrey Experience January 2010 - April 2015
Job Managing Director at Regions Securities LLC
Industry Banking
Experience
Regions Securities LLC September 2015 - Present
SunTrust Robinson Humphrey January 2010 - April 2015
Cablevision Systems December 2008 - January 2010
GE Commercial Finance 2005 - 2008
Morgan Stanley 2004 - 2005
TD Securities 1998 - 2004
Salomon Brothers October 1993 - May 1998
Skills
Leveraged Finance, Capital Markets, Syndications, High Yield, Portfolio Management, Fixed Income, Equities, Credit, Financial Modeling, Corporate Finance, Credit Analysis, Valuation, Investments, Investment Banking, Series 63, Financial Analysis, Private Equity, Financial Structuring, Mergers & Acquisitions
Education
Boston College 1989 — 1992
Bachelor's Degree, Economics
Ardsley 1984 — 1988
High school NYS regents diploma
Regions Securities LLC September 2015 - Present
SunTrust Robinson Humphrey January 2010 - April 2015
Cablevision Systems December 2008 - January 2010
GE Commercial Finance 2005 - 2008
Morgan Stanley 2004 - 2005
TD Securities 1998 - 2004
Salomon Brothers October 1993 - May 1998
Skills
Leveraged Finance, Capital Markets, Syndications, High Yield, Portfolio Management, Fixed Income, Equities, Credit, Financial Modeling, Corporate Finance, Credit Analysis, Valuation, Investments, Investment Banking, Series 63, Financial Analysis, Private Equity, Financial Structuring, Mergers & Acquisitions
Education
Boston College 1989 — 1992
Bachelor's Degree, Economics
Ardsley 1984 — 1988
High school NYS regents diploma
Bob Casey's SunTrust Robinson Humphrey Experience June 2013 - Present
Job Managing Director, Head of Software & Systems at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey June 2013 - Present
Sagent Advisors April 2009 - June 2013
Wachovia Securities March 2002 - April 2009
Broadview International June 2000 - May 2002
Dean and Company July 1995 - August 1998
Skills
Mergers, Strategic Advisory, Corporate Finance, Debt, Leveraged Finance, M&A experience, Investment Banking, Mergers & Acquisitions, Strategy, Business Strategy, Valuation, Enterprise Software, Venture Capital, Start-ups, Financial Analysis, SaaS, Corporate Development, Equities, Private Equity, Due Diligence, Financial Modeling, Management Consulting, Strategic Partnerships, Data Center, Executive Management, Leadership, Capital Markets, Investments, Business Development
Education
Massachusetts Institute of Technology - Sloan School of Management 1998 — 2000
MBA
Carnegie Mellon University 1991 — 1995
BS
SunTrust Robinson Humphrey June 2013 - Present
Sagent Advisors April 2009 - June 2013
Wachovia Securities March 2002 - April 2009
Broadview International June 2000 - May 2002
Dean and Company July 1995 - August 1998
Skills
Mergers, Strategic Advisory, Corporate Finance, Debt, Leveraged Finance, M&A experience, Investment Banking, Mergers & Acquisitions, Strategy, Business Strategy, Valuation, Enterprise Software, Venture Capital, Start-ups, Financial Analysis, SaaS, Corporate Development, Equities, Private Equity, Due Diligence, Financial Modeling, Management Consulting, Strategic Partnerships, Data Center, Executive Management, Leadership, Capital Markets, Investments, Business Development
Education
Massachusetts Institute of Technology - Sloan School of Management 1998 — 2000
MBA
Carnegie Mellon University 1991 — 1995
BS
Horst Kisch's SunTrust Robinson Humphrey Experience January 2003 - September 2007
Job Commercial Credit Services Executive, Wholesale Operations at SunTrust
Industry Financial Services
Experience
SunTrust May 2013 - Present
TrimMont Real Estate Advisors, Inc. August 2011 - May 2013
Regions Bank September 2007 - March 2011
SunTrust Robinson Humphrey January 2003 - September 2007
Wachovia, A Wells Fargo Company May 1999 - December 2002
Peachtree Franchise Finance, LLC February 1998 - May 1999
CIT March 1994 - February 1998
Citicorp September 1985 - March 1994
Skills
Project Implementation, Contract Negotiation, Management Consulting, Operational Risk..., Operations Management, Financial System..., Capital Markets, Loan Servicing, Equipment Lease..., Management Reporting, Capital Markets..., Data Warehouse Design, Workflow Design and..., Management, Commercial Lending, Financial Services, Loans, Financial Analysis, Risk Management, Portfolio Management
Education
Arcadia University 1980 — 1984
BS, Computer Science
SunTrust May 2013 - Present
TrimMont Real Estate Advisors, Inc. August 2011 - May 2013
Regions Bank September 2007 - March 2011
SunTrust Robinson Humphrey January 2003 - September 2007
Wachovia, A Wells Fargo Company May 1999 - December 2002
Peachtree Franchise Finance, LLC February 1998 - May 1999
CIT March 1994 - February 1998
Citicorp September 1985 - March 1994
Skills
Project Implementation, Contract Negotiation, Management Consulting, Operational Risk..., Operations Management, Financial System..., Capital Markets, Loan Servicing, Equipment Lease..., Management Reporting, Capital Markets..., Data Warehouse Design, Workflow Design and..., Management, Commercial Lending, Financial Services, Loans, Financial Analysis, Risk Management, Portfolio Management
Education
Arcadia University 1980 — 1984
BS, Computer Science
David Eidson's SunTrust Robinson Humphrey Experience March 2001 - December 2004
Job President & CEO at Coxe Curry & Associates
Industry Fund-Raising
Experience
Coxe Curry & Associates January 2015 - Present
Coxe Curry & Associates April 2012 - December 2014
RidgeWorth Capital Management January 2005 - March 2012
SunTrust Robinson Humphrey March 2001 - December 2004
SunTrust Bank 1998 - 2001
Education
Auburn University 1981 — 1985
BS in Business Administration, Finance
Coxe Curry & Associates January 2015 - Present
Coxe Curry & Associates April 2012 - December 2014
RidgeWorth Capital Management January 2005 - March 2012
SunTrust Robinson Humphrey March 2001 - December 2004
SunTrust Bank 1998 - 2001
Education
Auburn University 1981 — 1985
BS in Business Administration, Finance
Carol Hall-Evans, BIT & MBA & CTFL's SunTrust Robinson Humphrey Experience April 2002 - November 2004
Job IT Manager at AutoTrader.com
Industry Information Technology and Services
Experience
AutoTrader.com December 2014 - Present
AutoTrader.com September 2007 - Present
Federated Systems Group December 2004 - September 2007
SunTrust Robinson Humphrey April 2002 - November 2004
MCI November 2000 - April 2002
The Weather Channel August 1999 - November 2000
IBM Global Business Services May 1999 - August 1999
Georgia Department of Revenue October 1998 - May 1999
MCI October 1997 - November 1998
Skills
Management, Team Leadership, Team Building, Team Management, Quality Assurance, QTP, QC Tools, Test Automation, Testing, Vendor Management, Agile Methodologies, Process Improvement, Quality Control, SDLC, Requirements Analysis, Visio, Business Analysis, Salesforce.com, User Acceptance Testing, HP QTP
Education
American InterContinental University 2004 — 2005
BIT & MBA, Business
AutoTrader.com December 2014 - Present
AutoTrader.com September 2007 - Present
Federated Systems Group December 2004 - September 2007
SunTrust Robinson Humphrey April 2002 - November 2004
MCI November 2000 - April 2002
The Weather Channel August 1999 - November 2000
IBM Global Business Services May 1999 - August 1999
Georgia Department of Revenue October 1998 - May 1999
MCI October 1997 - November 1998
Skills
Management, Team Leadership, Team Building, Team Management, Quality Assurance, QTP, QC Tools, Test Automation, Testing, Vendor Management, Agile Methodologies, Process Improvement, Quality Control, SDLC, Requirements Analysis, Visio, Business Analysis, Salesforce.com, User Acceptance Testing, HP QTP
Education
American InterContinental University 2004 — 2005
BIT & MBA, Business
Kelly Gunter's SunTrust Robinson Humphrey Experience July 1998 - Present
Job Director at SunTrust Robinson Humphrey
Industry Banking
Experience
SunTrust Robinson Humphrey July 1998 - Present
Skills
Financial Analysis
Education
Georgia State University - J. Mack Robinson College of Business
Master of Business Administration (M.B.A.), Finance, General
Auburn University 1992 — 1996
Bachelor of Science (B.S.), Finance, General
SunTrust Robinson Humphrey July 1998 - Present
Skills
Financial Analysis
Education
Georgia State University - J. Mack Robinson College of Business
Master of Business Administration (M.B.A.), Finance, General
Auburn University 1992 — 1996
Bachelor of Science (B.S.), Finance, General
Chris Mitrano's SunTrust Robinson Humphrey Experience January 2015 - Present
Job Director/ Sales Trading at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey January 2015 - Present
lazard capital markets September 2006 - November 2013
Jefferies & Company December 2000 - January 2006
Knight Securities September 1997 - December 2000
Skills
Series 7, Trading, Equities, Equity Sales, Asset Management, Equity Trading, Bloomberg, Equity Research, Capital Markets, Investments, Series 63, Electronic Trading, Securities, Trading Systems, Proprietary Trading, Alternative Investments, Options, Hedge Funds, Financial Markets, Fixed Income, Finance
Education
Boston University - School of Management
bsba, finance
SunTrust Robinson Humphrey January 2015 - Present
lazard capital markets September 2006 - November 2013
Jefferies & Company December 2000 - January 2006
Knight Securities September 1997 - December 2000
Skills
Series 7, Trading, Equities, Equity Sales, Asset Management, Equity Trading, Bloomberg, Equity Research, Capital Markets, Investments, Series 63, Electronic Trading, Securities, Trading Systems, Proprietary Trading, Alternative Investments, Options, Hedge Funds, Financial Markets, Fixed Income, Finance
Education
Boston University - School of Management
bsba, finance
Tyler Campbell, CIMA®'s SunTrust Robinson Humphrey Experience February 2011 - April 2011
Job Vice President, Investment Management Consultant at BlackRock
Industry Financial Services
Experience
BlackRock January 2014 - Present
BlackRock May 2011 - December 2013
SunTrust Robinson Humphrey February 2011 - April 2011
SunTrust Robinson Humphrey July 2010 - February 2011
SunTrust Robinson Humphrey June 2009 - June 2010
SunTrust Robinson Humphrey June 2008 - June 2009
SunTrust Bank June 2006 - June 2008
Crown Castle International September 2005 - June 2006
Fisher Investments September 2002 - September 2005
GE Capital January 2001 - September 2002
Skills
Investment Banking, Leveraged Finance, Series 7, Loans, Equities, Financial Modeling, Asset Management, Investments, Capital Markets, Fixed Income, Hedge Funds, Alternative Investments, Portfolio Management, Bloomberg, Valuation, ETFs, Corporate Finance, LBO, Private Equity, Mutual Funds, Bloomberg Terminal, Credit Analysis, High Net Worth..., Series 63, Series 65
Education
Auburn University 1996 — 2000
Business, Finance
BlackRock January 2014 - Present
BlackRock May 2011 - December 2013
SunTrust Robinson Humphrey February 2011 - April 2011
SunTrust Robinson Humphrey July 2010 - February 2011
SunTrust Robinson Humphrey June 2009 - June 2010
SunTrust Robinson Humphrey June 2008 - June 2009
SunTrust Bank June 2006 - June 2008
Crown Castle International September 2005 - June 2006
Fisher Investments September 2002 - September 2005
GE Capital January 2001 - September 2002
Skills
Investment Banking, Leveraged Finance, Series 7, Loans, Equities, Financial Modeling, Asset Management, Investments, Capital Markets, Fixed Income, Hedge Funds, Alternative Investments, Portfolio Management, Bloomberg, Valuation, ETFs, Corporate Finance, LBO, Private Equity, Mutual Funds, Bloomberg Terminal, Credit Analysis, High Net Worth..., Series 63, Series 65
Education
Auburn University 1996 — 2000
Business, Finance
Allan Burgess Jr, CFA's SunTrust Robinson Humphrey Experience September 2006 - February 2009
Job Wholesale credit risk and credit administration leadership
Industry Management Consulting
Experience
Accenture February 2015 - Present
Protiviti October 2011 - February 2015
First Reliance Bank March 2009 - October 2011
SunTrust Robinson Humphrey September 2006 - February 2009
RG Crown Bank 2005 - 2006
First Reliance Bank 2003 - 2005
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Oral & Written..., Credit Analysis, Financial Analysis, Credit, Banking, Loans, Risk Management, Valuation, Portfolio Management, Investments, Financial Modeling, Commercial Banking, Corporate Finance, Due Diligence, Asset Managment, Accounting, Financial Services, Fixed Income, Capital Markets, Auditing, Financial Risk, Mortgage Lending, Asset Management, Internal Audit, Credit Risk, Finance, Investment Banking, Enterprise Risk..., Executive Management, Leadership, Commercial Lending, Private Equity, Structured Finance, Internal Controls, Equities
Education
Auburn University 2004 — 2006
MBA, Finance
Francis Marion University 1999 — 2003
BBA, Finance
Francis Marion University 1999 — 2003
Bachelor's Degree, BA, English
Accenture February 2015 - Present
Protiviti October 2011 - February 2015
First Reliance Bank March 2009 - October 2011
SunTrust Robinson Humphrey September 2006 - February 2009
RG Crown Bank 2005 - 2006
First Reliance Bank 2003 - 2005
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Oral & Written..., Credit Analysis, Financial Analysis, Credit, Banking, Loans, Risk Management, Valuation, Portfolio Management, Investments, Financial Modeling, Commercial Banking, Corporate Finance, Due Diligence, Asset Managment, Accounting, Financial Services, Fixed Income, Capital Markets, Auditing, Financial Risk, Mortgage Lending, Asset Management, Internal Audit, Credit Risk, Finance, Investment Banking, Enterprise Risk..., Executive Management, Leadership, Commercial Lending, Private Equity, Structured Finance, Internal Controls, Equities
Education
Auburn University 2004 — 2006
MBA, Finance
Francis Marion University 1999 — 2003
BBA, Finance
Francis Marion University 1999 — 2003
Bachelor's Degree, BA, English
Valerie Taliaferro's SunTrust Robinson Humphrey Experience August 2004 - January 2007
Job Manager, Financial Planning & Analysis at WestRock Company
Industry Paper & Forest Products
Experience
WestRock Company May 2013 - Present
Rock-Tenn Company April 2012 - May 2013
Rock-Tenn Company August 2011 - April 2012
Federal Home Loan Bank of Atlanta June 2009 - August 2011
FIG Partners July 2008 - June 2009
Trapeza Capital Management LLC January 2007 - May 2008
SunTrust Robinson Humphrey August 2004 - January 2007
Skills
Accounting, Financial Modeling, Financial Analysis, Forecasting, Financial Reporting
Education
Brenau University 2010 — 2015
MBA, Accounting
Georgia State University - J. Mack Robinson College of Business 1998 — 2000
BBA, Finance
Georgia Institute of Technology 1995 — 1997
Biology
WestRock Company May 2013 - Present
Rock-Tenn Company April 2012 - May 2013
Rock-Tenn Company August 2011 - April 2012
Federal Home Loan Bank of Atlanta June 2009 - August 2011
FIG Partners July 2008 - June 2009
Trapeza Capital Management LLC January 2007 - May 2008
SunTrust Robinson Humphrey August 2004 - January 2007
Skills
Accounting, Financial Modeling, Financial Analysis, Forecasting, Financial Reporting
Education
Brenau University 2010 — 2015
MBA, Accounting
Georgia State University - J. Mack Robinson College of Business 1998 — 2000
BBA, Finance
Georgia Institute of Technology 1995 — 1997
Biology
Steven Deily's SunTrust Robinson Humphrey Experience August 2005 - Present
Job Managing Director at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey August 2005 - Present
Banc of America Securities June 1982 - May 2005
Education
The University of Texas at Dallas 1980 — 1982
M.S., Finance
Baylor University 1976 — 1980
BBA, Finance
SunTrust Robinson Humphrey August 2005 - Present
Banc of America Securities June 1982 - May 2005
Education
The University of Texas at Dallas 1980 — 1982
M.S., Finance
Baylor University 1976 — 1980
BBA, Finance
Jonathan Hagan's SunTrust Robinson Humphrey Experience April 1999 - January 2008
Job Real Estate Investments
Industry Financial Services
Experience
CCI LLC 2012 - Present
SunTrust Bank January 2009 - March 2012
SunTrust Investment Services January 2008 - January 2009
SunTrust Robinson Humphrey April 1999 - January 2008
Smith Barney/Citigroup March 1996 - March 1999
Skills
Asset Managment, Investments, Wealth Management, Banking, Credit, Retirement Planning, Management, Capital Markets, Finance, Portfolio Management
Education
Belmont University 1991 — 1995
Bachelor of Business Administration (BBA), Finance, General
CCI LLC 2012 - Present
SunTrust Bank January 2009 - March 2012
SunTrust Investment Services January 2008 - January 2009
SunTrust Robinson Humphrey April 1999 - January 2008
Smith Barney/Citigroup March 1996 - March 1999
Skills
Asset Managment, Investments, Wealth Management, Banking, Credit, Retirement Planning, Management, Capital Markets, Finance, Portfolio Management
Education
Belmont University 1991 — 1995
Bachelor of Business Administration (BBA), Finance, General
Chrystal Scott's SunTrust Robinson Humphrey Experience March 2015 - Present
Job Administrative Assistant to CIB Risk Management at SunTrust Robinson Humphrey
Industry Consumer Services
Experience
SunTrust Robinson Humphrey March 2015 - Present
Cannon Security and Media October 2012 - January 2015
Inland American Real Estate August 2011 - October 2012
Office Management Services April 2011 - August 2012
True Aveda salon April 2009 - May 2010
true salon March 2008 - May 2009
Skills
Property Management, Customer Service, Sales, Real Estate, Outlook, Budgets
Education
San Jacinto College 2011 — 2013
Education
Chattahoochee Technical College 2008 — 2009
Associate's degree, Cosmetology/Cosmetologist, General
SunTrust Robinson Humphrey March 2015 - Present
Cannon Security and Media October 2012 - January 2015
Inland American Real Estate August 2011 - October 2012
Office Management Services April 2011 - August 2012
True Aveda salon April 2009 - May 2010
true salon March 2008 - May 2009
Skills
Property Management, Customer Service, Sales, Real Estate, Outlook, Budgets
Education
San Jacinto College 2011 — 2013
Education
Chattahoochee Technical College 2008 — 2009
Associate's degree, Cosmetology/Cosmetologist, General
Laurie Ausley's SunTrust Robinson Humphrey Experience February 2010 - Present
Job Collateral Analyst at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey February 2010 - Present
Presidential Financial August 2001 - January 2009
Skills
Asset Based Lending
Education
Art Institute of Atlanta
Associate of Arts (AA)
SunTrust Robinson Humphrey February 2010 - Present
Presidential Financial August 2001 - January 2009
Skills
Asset Based Lending
Education
Art Institute of Atlanta
Associate of Arts (AA)
Carl Stimmel's SunTrust Robinson Humphrey Experience MBS tradingSunTrust Robinson Humphries1993 - Present
Job Managing Director CMO trading
Industry Investment Banking
Experience
SunTrust Robinson Humphrey MBS tradingSunTrust Robinson Humphries1993 - Present
SunTrust Robinson Humphrey Capital Markets 1993 - Present
Skills
Bloomberg, Trading, Bonds, Fixed Income, MBS, Series 7, Capital Markets, Portfolio Management, Financial Markets, Structured Finance, Hedge Funds, Structured Products, Securities, Securitization, ABS, Investments, Asset Management
Education
Centre College
SunTrust Robinson Humphrey MBS tradingSunTrust Robinson Humphries1993 - Present
SunTrust Robinson Humphrey Capital Markets 1993 - Present
Skills
Bloomberg, Trading, Bonds, Fixed Income, MBS, Series 7, Capital Markets, Portfolio Management, Financial Markets, Structured Finance, Hedge Funds, Structured Products, Securities, Securitization, ABS, Investments, Asset Management
Education
Centre College
Andrew McKinnon's SunTrust Robinson Humphrey Experience June 2013 - August 2013
Job Associate Capital Markets at Delta Air Lines
Industry Investment Management
Experience
Delta Air Lines June 2014 - Present
SunTrust Robinson Humphrey June 2013 - August 2013
TIAA-CREF January 2011 - July 2012
TIAA-CREF January 2007 - January 2010
TIAA-CREF January 2005 - January 2006
Citigroup January 2004 - January 2004
Skills
Investments, Portfolio Management, Credit Analysis, Financial Statement..., Private Placements, Trading, Credit, Market Research, Bonds, Oral & Written..., Corporate Finance
Education
Emory University - Goizueta Business School 2012 — 2014
Masters of Business Administration (M.B.A.), Finance
Boston College 2001 — 2005
BA, English
Phillips Academy 1997 — 2001
Delta Air Lines June 2014 - Present
SunTrust Robinson Humphrey June 2013 - August 2013
TIAA-CREF January 2011 - July 2012
TIAA-CREF January 2007 - January 2010
TIAA-CREF January 2005 - January 2006
Citigroup January 2004 - January 2004
Skills
Investments, Portfolio Management, Credit Analysis, Financial Statement..., Private Placements, Trading, Credit, Market Research, Bonds, Oral & Written..., Corporate Finance
Education
Emory University - Goizueta Business School 2012 — 2014
Masters of Business Administration (M.B.A.), Finance
Boston College 2001 — 2005
BA, English
Phillips Academy 1997 — 2001
Brant King's SunTrust Robinson Humphrey Experience February 1995 - December 1998
Job Manager Finance Effectiveness and Performance Management
Industry Management Consulting
Experience
PricewaterhouseCoopers March 2004 - Present
Darwell Park Investments November 1998 - March 2002
SunTrust Robinson Humphrey February 1995 - December 1998
American Express Financial Advisors 1993 - 1995
Skills
Investments, Project Management, Business Process..., Equities, Program Management, Valuation, Trading, Cost Reduction..., Working Capital..., Management Consulting
Education
Georgia State University
MBA, Finance
Augusta State University
BS, Finance and Economics
Kathleen Senior High
Kathleen Senior High
PricewaterhouseCoopers March 2004 - Present
Darwell Park Investments November 1998 - March 2002
SunTrust Robinson Humphrey February 1995 - December 1998
American Express Financial Advisors 1993 - 1995
Skills
Investments, Project Management, Business Process..., Equities, Program Management, Valuation, Trading, Cost Reduction..., Working Capital..., Management Consulting
Education
Georgia State University
MBA, Finance
Augusta State University
BS, Finance and Economics
Kathleen Senior High
Kathleen Senior High
Caroline Boden's SunTrust Robinson Humphrey Experience April 2015 - Present
Job Vice President, SunTrust Robinson Humphrey
Industry Banking
Experience
SunTrust Robinson Humphrey April 2015 - Present
SunTrust Robinson Humphrey September 2012 - March 2015
SunTrust Robinson Humphrey July 2010 - September 2012
SunTrust Robinson Humphrey June 2007 - August 2010
Education
Clemson University
BS
SunTrust Robinson Humphrey April 2015 - Present
SunTrust Robinson Humphrey September 2012 - March 2015
SunTrust Robinson Humphrey July 2010 - September 2012
SunTrust Robinson Humphrey June 2007 - August 2010
Education
Clemson University
BS
Stephen Wonnacott's SunTrust Robinson Humphrey Experience 2006 - 2008
Job Structured Products Specialist at Union Bank
Industry Banking
Experience
Union Bank 2010 - Present
Union Bank 2008 - 2010
SunTrust Robinson Humphrey 2006 - 2008
Skills
Derivatives, Structured Products, Equity Derivatives, Interest Rate..., FX Derivatives, Bloomberg, Series 7, Financial Markets, Equities, Investment Banking, Bonds, Fixed Income, Portfolio Management, Capital Markets, Securities, Trading
Education
Brigham Young University 2003 — 2006
BA, International Relations
Union Bank 2010 - Present
Union Bank 2008 - 2010
SunTrust Robinson Humphrey 2006 - 2008
Skills
Derivatives, Structured Products, Equity Derivatives, Interest Rate..., FX Derivatives, Bloomberg, Series 7, Financial Markets, Equities, Investment Banking, Bonds, Fixed Income, Portfolio Management, Capital Markets, Securities, Trading
Education
Brigham Young University 2003 — 2006
BA, International Relations
Trammell Summers's SunTrust Robinson Humphrey Experience August 2009 - March 2014
Job Vice President Development at Oldcastle Building Products, Inc.
Industry Building Materials
Experience
Oldcastle Building Products, Inc. April 2014 - Present
SunTrust Robinson Humphrey August 2009 - March 2014
Lubert Adler May 2008 - August 2008
SunTrust Robinson Humphrey July 2004 - June 2007
JPMorgan Chase May 2003 - August 2003
Skills
Financial Modeling, Private Equity, Investment Banking, LBO, Valuation, Sell Side, Capital Markets, Financial Analysis, Corporate Finance, Business Valuation, M&A experience, Corporate Development, Due Diligence, Mergers, DCF, Venture Capital, Capital Raising, Divestitures, Mergers & Acquisitions
Education
University of Virginia - Darden Graduate School of Business Administration 2007 — 2009
MBA
Boston College 2000 — 2004
BS, Finance
The Westminster Schools 1987 — 2000
Oldcastle Building Products, Inc. April 2014 - Present
SunTrust Robinson Humphrey August 2009 - March 2014
Lubert Adler May 2008 - August 2008
SunTrust Robinson Humphrey July 2004 - June 2007
JPMorgan Chase May 2003 - August 2003
Skills
Financial Modeling, Private Equity, Investment Banking, LBO, Valuation, Sell Side, Capital Markets, Financial Analysis, Corporate Finance, Business Valuation, M&A experience, Corporate Development, Due Diligence, Mergers, DCF, Venture Capital, Capital Raising, Divestitures, Mergers & Acquisitions
Education
University of Virginia - Darden Graduate School of Business Administration 2007 — 2009
MBA
Boston College 2000 — 2004
BS, Finance
The Westminster Schools 1987 — 2000
David Dysenchuk's SunTrust Robinson Humphrey Experience January 2013 - Present
Job Managing Director at SunTrust Robinson Humphrey
Industry
Experience
SunTrust Robinson Humphrey January 2013 - Present
Credit Agricole-CIB February 2008 - January 2013
Capmark Finance, Inc. February 2006 - January 2008
ABN AMRO Bank N.V. January 2002 - February 2006
Merrill Lynch February 1998 - November 2001
Union Bank of Switzerland March 1993 - January 1998
Bankers Trust Company March 1989 - February 1993
Chemical Bank September 1978 - February 1989
Skills
Series 7, 63 and 24...
Education
Tufts University - The Fletcher School of Law and Diplomacy 1976 — 1978
MALD, International Law and Energy
University of Colorado Boulder 1975 — 1976
MA, Political Science and Government
Bates College 1970 — 1974
Bachelor's degree, Political Science and Government
SunTrust Robinson Humphrey January 2013 - Present
Credit Agricole-CIB February 2008 - January 2013
Capmark Finance, Inc. February 2006 - January 2008
ABN AMRO Bank N.V. January 2002 - February 2006
Merrill Lynch February 1998 - November 2001
Union Bank of Switzerland March 1993 - January 1998
Bankers Trust Company March 1989 - February 1993
Chemical Bank September 1978 - February 1989
Skills
Series 7, 63 and 24...
Education
Tufts University - The Fletcher School of Law and Diplomacy 1976 — 1978
MALD, International Law and Energy
University of Colorado Boulder 1975 — 1976
MA, Political Science and Government
Bates College 1970 — 1974
Bachelor's degree, Political Science and Government
Dan Halsey's SunTrust Robinson Humphrey Experience December 1999 - April 2001
Job VP, State Management at The Hanover Insurance Group
Industry Insurance
Experience
The Hanover Insurance Group October 2013 - Present
Hanover Insurance June 2009 - October 2013
Liberty Mutual Group February 2005 - June 2009
Liberty Mutual Group October 2003 - February 2005
Thomas Weisel Partners April 2001 - March 2003
SunTrust Robinson Humphrey December 1999 - April 2001
BankBoston 1997 - 1999
Skills
Insurance, Property, Analysis, Financial Analysis, Management, Mergers, Financial Modeling, Leadership, Business Analysis, Strategic Planning, Analytics, General Insurance, Process Improvement
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 1997
MS Finance, Finance
University of Rhode Island 1993 — 1996
BS, Finance, Marketing
The Hanover Insurance Group October 2013 - Present
Hanover Insurance June 2009 - October 2013
Liberty Mutual Group February 2005 - June 2009
Liberty Mutual Group October 2003 - February 2005
Thomas Weisel Partners April 2001 - March 2003
SunTrust Robinson Humphrey December 1999 - April 2001
BankBoston 1997 - 1999
Skills
Insurance, Property, Analysis, Financial Analysis, Management, Mergers, Financial Modeling, Leadership, Business Analysis, Strategic Planning, Analytics, General Insurance, Process Improvement
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 1997
MS Finance, Finance
University of Rhode Island 1993 — 1996
BS, Finance, Marketing
Patrick Hollon's SunTrust Robinson Humphrey Experience July 2013 - Present
Job Associate at SunTrust Robinson Humphrey
Industry Investment Management
C. WINN PELLETT's SunTrust Robinson Humphrey Experience November 2012 - Present
Job
Industry Financial Services
Experience
SunTrust Robinson Humphrey November 2012 - Present
Wells Fargo Advisors April 2007 - July 2011
Skills
Series 7, Series 63, Investments, Securities, Alternative Investments, Bloomberg, Asset Managment, Equities, Valuation, Fixed Income, Asset Allocation, Financial Modeling, Investment Banking, Equity Research, Capital Markets, Life, Sickness, Health...
Education
Auburn University 1982 — 1986
Mass Communication/Media Studies
cces 1978 — 1982
SunTrust Robinson Humphrey November 2012 - Present
Wells Fargo Advisors April 2007 - July 2011
Skills
Series 7, Series 63, Investments, Securities, Alternative Investments, Bloomberg, Asset Managment, Equities, Valuation, Fixed Income, Asset Allocation, Financial Modeling, Investment Banking, Equity Research, Capital Markets, Life, Sickness, Health...
Education
Auburn University 1982 — 1986
Mass Communication/Media Studies
cces 1978 — 1982
Pawan Churiwal, CFA, FRM, CAIA's SunTrust Robinson Humphrey Experience March 2006 - Present
Job Vice President at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey March 2006 - Present
Emerson Retail Services July 2003 - August 2005
Ajilon September 2001 - June 2003
Rapidigm May 1998 - September 2001
Tata Steel September 1990 - May 1998
Skills
Valuation, Investment Banking, Financial Modeling, Capital Markets, Financial Analysis, Equities, Corporate Finance, Fixed Income, Portfolio Management, Due Diligence, Bloomberg, ABS, Securitization, Credit Analysis, Microsoft Excel, VBScript, SQL, Databases, Finance, Financial Services, Financial Structuring, Credit Risk, Derivatives, Banking, Asset Management
Education
Emory University - Goizueta Business School 2005 — 2007
Master of Business Administration (MBA), Finance, Distinction
Birla Institute of Technology 1986 — 1990
Bachelor of Engineering (B.E.), Electronics and Communication Engineering, GPA 3.7, Top 5% of class
SunTrust Robinson Humphrey March 2006 - Present
Emerson Retail Services July 2003 - August 2005
Ajilon September 2001 - June 2003
Rapidigm May 1998 - September 2001
Tata Steel September 1990 - May 1998
Skills
Valuation, Investment Banking, Financial Modeling, Capital Markets, Financial Analysis, Equities, Corporate Finance, Fixed Income, Portfolio Management, Due Diligence, Bloomberg, ABS, Securitization, Credit Analysis, Microsoft Excel, VBScript, SQL, Databases, Finance, Financial Services, Financial Structuring, Credit Risk, Derivatives, Banking, Asset Management
Education
Emory University - Goizueta Business School 2005 — 2007
Master of Business Administration (MBA), Finance, Distinction
Birla Institute of Technology 1986 — 1990
Bachelor of Engineering (B.E.), Electronics and Communication Engineering, GPA 3.7, Top 5% of class
Elise Blocker's SunTrust Robinson Humphrey Experience July 2002 - Present
Job Sales Asst at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey July 2002 - Present
Skills
Valuation, Investment Banking, Financial Analysis
Education
Centenary College of Louisiana
Bachelor of Science (BS), Business Administration and Management, General
SunTrust Robinson Humphrey July 2002 - Present
Skills
Valuation, Investment Banking, Financial Analysis
Education
Centenary College of Louisiana
Bachelor of Science (BS), Business Administration and Management, General
Weston Nichols's SunTrust Robinson Humphrey Experience May 2014 - December 2014
Job Analyst at Balyasny Asset Management L.P.
Industry Biotechnology
Experience
Balyasny Asset Management L.P. January 2015 - Present
SunTrust Robinson Humphrey May 2014 - December 2014
California Institute of Technology September 2008 - May 2014
Skills
Molecular Biology, Fluorescence Microscopy, Microscopy, Matlab, Protein Engineering, PCR, Cell Culture, Confocal Microscopy, Western Blotting, Data Analysis, Laboratory Automation, FlexStation, TIRF Microscopy, Financial Modeling, DCF, Organizational Design, Valuation, Biotech, Biotechnology, Biomedical Engineering, Strategy, Biochemistry, Cell Biology, Protein Chemistry, Drug Development, Cell, Equity Research
Education
California Institute of Technology
Doctor of Philosophy (Ph.D.), Neuroscience
Cornell University 2005 — 2008
BS, Biological Engineering
Duke University 2003 — 2005
Flint Hill High School
Balyasny Asset Management L.P. January 2015 - Present
SunTrust Robinson Humphrey May 2014 - December 2014
California Institute of Technology September 2008 - May 2014
Skills
Molecular Biology, Fluorescence Microscopy, Microscopy, Matlab, Protein Engineering, PCR, Cell Culture, Confocal Microscopy, Western Blotting, Data Analysis, Laboratory Automation, FlexStation, TIRF Microscopy, Financial Modeling, DCF, Organizational Design, Valuation, Biotech, Biotechnology, Biomedical Engineering, Strategy, Biochemistry, Cell Biology, Protein Chemistry, Drug Development, Cell, Equity Research
Education
California Institute of Technology
Doctor of Philosophy (Ph.D.), Neuroscience
Cornell University 2005 — 2008
BS, Biological Engineering
Duke University 2003 — 2005
Flint Hill High School
Danielle Crawford's SunTrust Robinson Humphrey Experience April 2015 - Present
Job Vice President at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey April 2015 - Present
SunTrust Robinson Humphrey May 2013 - Present
GE Energy Financial Services March 2011 - May 2013
GE Energy Financial Services July 2008 - April 2011
Detwiler Mitchell Fenton & Graves June 2007 - December 2007
Massachusetts House of Representatives September 2005 - January 2006
Skills
Credit Analysis, Valuation, Renewable Energy, Financial Analysis, Due Diligence, Energy, Financial Structuring, Portfolio Management, Underwriting, Financial Risk, Entrepreneurship, Mergers & Acquisitions, Venture Capital, Asset Managment, Mergers, Finance, Asset Management
Education
Boston University Questrom School of Business 2004 — 2008
B.S., Cum Laude, Business Administration, Finance
SunTrust Robinson Humphrey April 2015 - Present
SunTrust Robinson Humphrey May 2013 - Present
GE Energy Financial Services March 2011 - May 2013
GE Energy Financial Services July 2008 - April 2011
Detwiler Mitchell Fenton & Graves June 2007 - December 2007
Massachusetts House of Representatives September 2005 - January 2006
Skills
Credit Analysis, Valuation, Renewable Energy, Financial Analysis, Due Diligence, Energy, Financial Structuring, Portfolio Management, Underwriting, Financial Risk, Entrepreneurship, Mergers & Acquisitions, Venture Capital, Asset Managment, Mergers, Finance, Asset Management
Education
Boston University Questrom School of Business 2004 — 2008
B.S., Cum Laude, Business Administration, Finance
Jonathan Twichell's SunTrust Robinson Humphrey Experience December 2013 - Present
Job Managing Director at SunTrust Robinson Humphrey
Industry Banking
Experience
SunTrust Robinson Humphrey December 2013 - Present
HSBC August 2011 - December 2013
JPMorgan Chase July 1992 - July 2011
Skills
Strategic Planning, Investment Banking, Fixed Income, Capital Markets, Residential Mortgages, Project Finance, Fund Administration, Currency, Valuation, Structured Finance, Portfolio Management, Investments, Financial Structuring, Banking, Equities, Corporate Finance, Financial Analysis, Financial Modeling, Mergers & Acquisitions
Education
Brown University
The Thacher School
SunTrust Robinson Humphrey December 2013 - Present
HSBC August 2011 - December 2013
JPMorgan Chase July 1992 - July 2011
Skills
Strategic Planning, Investment Banking, Fixed Income, Capital Markets, Residential Mortgages, Project Finance, Fund Administration, Currency, Valuation, Structured Finance, Portfolio Management, Investments, Financial Structuring, Banking, Equities, Corporate Finance, Financial Analysis, Financial Modeling, Mergers & Acquisitions
Education
Brown University
The Thacher School
Richard Fogg's SunTrust Robinson Humphrey Experience August 2008 - Present
Job Group Head Media and Comunications Group SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey August 2008 - Present
Wachovia Securities / First Union Securities / Bowles Hollowell Conner & Co. 1996 - 2008
Wheat, First Securities, Inc 1993 - 1996
Skills
Investment Banking, Capital Markets, Corporate Finance, Mergers, Due Diligence, Financial Modeling, Leveraged Finance, Corporate Development, LBO, Valuation, Venture Capital, Mergers & Acquisitions, Equities, Private Equity, Financial Structuring
Education
Bucknell University 1981 — 1985
BSBA, Accounting, 3.5
Bucknell University 1981 — 1985
BSBA, Accounting
University of Virginia - Darden Graduate School of Business Administration
collegiate schools
SunTrust Robinson Humphrey August 2008 - Present
Wachovia Securities / First Union Securities / Bowles Hollowell Conner & Co. 1996 - 2008
Wheat, First Securities, Inc 1993 - 1996
Skills
Investment Banking, Capital Markets, Corporate Finance, Mergers, Due Diligence, Financial Modeling, Leveraged Finance, Corporate Development, LBO, Valuation, Venture Capital, Mergers & Acquisitions, Equities, Private Equity, Financial Structuring
Education
Bucknell University 1981 — 1985
BSBA, Accounting, 3.5
Bucknell University 1981 — 1985
BSBA, Accounting
University of Virginia - Darden Graduate School of Business Administration
collegiate schools
Rohit Chopra's SunTrust Robinson Humphrey Experience 1998 - 2000
Job Director Equity Research at The Buckingham Research Group
Industry Financial Services
Experience
The Buckingham Research Group April 2014 - Present
Wedbush Securities January 2006 - February 2014
Hibernia Southcoast Capital 2004 - 2005
Asiatone 2002 - 2004
Deutsche Bank Securities 2000 - 2002
SunTrust Robinson Humphrey 1998 - 2000
Deutsche Bank Securities (Alex. Brown & Sons) 1997 - 1998
Bell Sygma 1994 - 1997
Skills
Equities, Equity Valuation, Equity Research, Finance, Valuation, Telecommunications, Financial Modeling, Investments, Capital Markets, Investment Banking, Asset Management, Hedge Funds, Bloomberg, Corporate Finance, Financial Analysis
Education
Northeastern University - Graduate School of Business Administration 1992 — 1994
Master of Business Administration (MBA), Accounting and Finance
Carleton University 1988 — 1991
Bachelor of Commerce (B.Com.), Finance
The Buckingham Research Group April 2014 - Present
Wedbush Securities January 2006 - February 2014
Hibernia Southcoast Capital 2004 - 2005
Asiatone 2002 - 2004
Deutsche Bank Securities 2000 - 2002
SunTrust Robinson Humphrey 1998 - 2000
Deutsche Bank Securities (Alex. Brown & Sons) 1997 - 1998
Bell Sygma 1994 - 1997
Skills
Equities, Equity Valuation, Equity Research, Finance, Valuation, Telecommunications, Financial Modeling, Investments, Capital Markets, Investment Banking, Asset Management, Hedge Funds, Bloomberg, Corporate Finance, Financial Analysis
Education
Northeastern University - Graduate School of Business Administration 1992 — 1994
Master of Business Administration (MBA), Accounting and Finance
Carleton University 1988 — 1991
Bachelor of Commerce (B.Com.), Finance
Thomas Hackett's SunTrust Robinson Humphrey Experience October 2008 - Present
Job Head of Investment Banking Coverage at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey October 2008 - Present
Citi January 2006 - July 2008
Prudential Capital Group June 2003 - June 2005
Prudential Capital Group October 1998 - June 2003
Education
Emory University 2000 — 2001
Master of Business Administration (MBA), Finance, General
Auburn University 1988 — 1992
Bachelor's degree, Finance, General
SunTrust Robinson Humphrey October 2008 - Present
Citi January 2006 - July 2008
Prudential Capital Group June 2003 - June 2005
Prudential Capital Group October 1998 - June 2003
Education
Emory University 2000 — 2001
Master of Business Administration (MBA), Finance, General
Auburn University 1988 — 1992
Bachelor's degree, Finance, General
Maria Mascia's SunTrust Robinson Humphrey Experience January 2006 - February 2007
Job Managing Director at Salem Lake Capital
Industry Investment Management
Experience
Wells Fargo July 2013 - April 2015
BNY Mellon February 2012 - November 2012
BNY Mellon December 2007 - January 2012
Terminus Asset Management Company -SunTrust spinoff February 2007 - November 2007
SunTrust Robinson Humphrey January 2006 - February 2007
Boston Research Group September 2004 - November 2005
Skills
Portfolio Management
Education
City University London 2003 — 2005
MS in International Business Economics, Graduated with Merits
Georgia Institute of Technology 2000 — 2003
BS in Economics, Graduated with Honors
Wells Fargo July 2013 - April 2015
BNY Mellon February 2012 - November 2012
BNY Mellon December 2007 - January 2012
Terminus Asset Management Company -SunTrust spinoff February 2007 - November 2007
SunTrust Robinson Humphrey January 2006 - February 2007
Boston Research Group September 2004 - November 2005
Skills
Portfolio Management
Education
City University London 2003 — 2005
MS in International Business Economics, Graduated with Merits
Georgia Institute of Technology 2000 — 2003
BS in Economics, Graduated with Honors
Aaron Saperstein's SunTrust Robinson Humphrey Experience June 2006 - April 2008
Job Vice President Investment Banking Division Banks & Diversified Financials at Citigroup
Industry Investment Banking
Experience
Citigroup Investment Banking Division - Banks & Diversified Financials August 2010 - Present
Ally Financial Inc. April 2008 - July 2010
SunTrust Robinson Humphrey June 2006 - April 2008
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training
Education
Bucknell University 2002 — 2006
Bachelor of Science (BS), Business Management and Economics
Citigroup Investment Banking Division - Banks & Diversified Financials August 2010 - Present
Ally Financial Inc. April 2008 - July 2010
SunTrust Robinson Humphrey June 2006 - April 2008
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training
Education
Bucknell University 2002 — 2006
Bachelor of Science (BS), Business Management and Economics
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY