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
Jeff Eason Jeff Eason's SunTrust Robinson Humphrey Experience June 2010 - April 2012
Job Fixed Income Analyst at Aflac Global Investments
Industry Investment Banking
Experience
Aflac Global Investments March 2015 - Present
Deutsche Bank April 2012 - March 2015
SunTrust Robinson Humphrey June 2010 - April 2012
Wells Fargo Advisors May 2009 - August 2009
UBS May 2007 - August 2008
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2010
Business Administration, Finance
Aflac Global Investments March 2015 - Present
Deutsche Bank April 2012 - March 2015
SunTrust Robinson Humphrey June 2010 - April 2012
Wells Fargo Advisors May 2009 - August 2009
UBS May 2007 - August 2008
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2010
Business Administration, Finance
Klenton Perry Klenton Perry's SunTrust Robinson Humphrey Experience June 2015 - Present
Job Analyst at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey June 2015 - Present
Education
University of South Florida 2012 — 2015
Bachelor of Science Degree
Hillsborough Community College 2010 — 2012
Associate of Arts (A.A.)
SunTrust Robinson Humphrey June 2015 - Present
Education
University of South Florida 2012 — 2015
Bachelor of Science Degree
Hillsborough Community College 2010 — 2012
Associate of Arts (A.A.)
Haddon Mindnich Haddon Mindnich's SunTrust Robinson Humphrey Experience June 2008 - August 2008
Job Vice President, Energy Derivatives Origination at NextEra Energy Resources
Industry Financial Services
Experience
NextEra Energy Resources January 2015 - Present
Barclays July 2012 - November 2014
BB&T Capital Markets May 2010 - June 2012
Cassidy & Associates June 2009 - May 2010
SunTrust Robinson Humphrey June 2008 - August 2008
Skills
Mergers & Acquisitions, Investment Banking, Mergers, Due Diligence, Financial Modeling, Transaction Experience, Financial Analysis, Derivatives, Credit Risk, Energy Markets, Financial Services, Valuation, Commodity, Finance
Education
University of Richmond - Robins School of Business 2007 — 2009
Bachelor of Science (B.S.), Business Administration / Finance
The Landon School 1997 — 2005
NextEra Energy Resources January 2015 - Present
Barclays July 2012 - November 2014
BB&T Capital Markets May 2010 - June 2012
Cassidy & Associates June 2009 - May 2010
SunTrust Robinson Humphrey June 2008 - August 2008
Skills
Mergers & Acquisitions, Investment Banking, Mergers, Due Diligence, Financial Modeling, Transaction Experience, Financial Analysis, Derivatives, Credit Risk, Energy Markets, Financial Services, Valuation, Commodity, Finance
Education
University of Richmond - Robins School of Business 2007 — 2009
Bachelor of Science (B.S.), Business Administration / Finance
The Landon School 1997 — 2005
Benjamin de Castrique Benjamin de Castrique's SunTrust Robinson Humphrey Experience September 2014 - Present
Job Corporate and Investment Banking Analyst at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey September 2014 - Present
Fiserv June 2012 - September 2014
Blackbaud January 2012 - June 2012
Skills
Microsoft Excel, Microsoft Access, SAP, Microsoft Office, Financial Analysis, Microsoft Word, Access, PowerPoint, Social Networking, Sales, Event Planning, Management, Financial Modeling
Education
University of South Carolina - The Moore School of Business
Bachelor, Finance, English
SunTrust Robinson Humphrey September 2014 - Present
Fiserv June 2012 - September 2014
Blackbaud January 2012 - June 2012
Skills
Microsoft Excel, Microsoft Access, SAP, Microsoft Office, Financial Analysis, Microsoft Word, Access, PowerPoint, Social Networking, Sales, Event Planning, Management, Financial Modeling
Education
University of South Carolina - The Moore School of Business
Bachelor, Finance, English
Lex Romano Lex Romano's SunTrust Robinson Humphrey Experience July 2014 - July 2015
Job Senior Analyst, FP&A at Sunrun
Industry Financial Services
Experience
Sunrun August 2015 - Present
SunTrust Robinson Humphrey July 2014 - July 2015
SunTrust Robinson Humphrey July 2013 - October 2014
JAForlines Global June 2012 - December 2012
Go Pro Workouts, LLC May 2011 - January 2012
Signature Consultants May 2011 - August 2011
Central Talent Booking May 2010 - August 2010
Skills
Microsoft Excel, Financial Modeling, Corporate Finance, International Finance, Capital Markets, Spanish, Scuba Diving, Tennis, Volleyball, Economics, Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2013
BSBA, Finance and International Business
University of New South Wales 2012 — 2012
Finance and International Business
Sunrun August 2015 - Present
SunTrust Robinson Humphrey July 2014 - July 2015
SunTrust Robinson Humphrey July 2013 - October 2014
JAForlines Global June 2012 - December 2012
Go Pro Workouts, LLC May 2011 - January 2012
Signature Consultants May 2011 - August 2011
Central Talent Booking May 2010 - August 2010
Skills
Microsoft Excel, Financial Modeling, Corporate Finance, International Finance, Capital Markets, Spanish, Scuba Diving, Tennis, Volleyball, Economics, Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2013
BSBA, Finance and International Business
University of New South Wales 2012 — 2012
Finance and International Business
Kaitlin Williams Kaitlin Williams's SunTrust Robinson Humphrey Experience September 2015 - Present
Job Investment Banking Analyst at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey September 2015 - Present
SunTrust Robinson Humphrey June 2014 - August 2015
Locum Leaders February 2010 - May 2014
SunTrust Robinson Humphrey May 2013 - July 2013
JKL Treasury August 2012 - November 2012
World Financial Group (WFG) January 2010 - May 2010
Skills
Investment Banking, Financial Analysis, Financial Modeling, Loan Origination, Credit Risk, Credit Analysis, Healthcare, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Spanish, Outlook
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2013
BS, Business Administration
University of New South Wales 2012 — 2012
Bachelor of Business Administration (B.B.A.)
Alpharetta High School 2006 — 2010
SunTrust Robinson Humphrey September 2015 - Present
SunTrust Robinson Humphrey June 2014 - August 2015
Locum Leaders February 2010 - May 2014
SunTrust Robinson Humphrey May 2013 - July 2013
JKL Treasury August 2012 - November 2012
World Financial Group (WFG) January 2010 - May 2010
Skills
Investment Banking, Financial Analysis, Financial Modeling, Loan Origination, Credit Risk, Credit Analysis, Healthcare, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Spanish, Outlook
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2013
BS, Business Administration
University of New South Wales 2012 — 2012
Bachelor of Business Administration (B.B.A.)
Alpharetta High School 2006 — 2010
Joseph Meares Jr, CFA's SunTrust Robinson Humphrey Experience August 2013 - Present
Job Equity Research Associate at SunTrust Robinson Humphrey
Industry Banking
Experience
SunTrust Robinson Humphrey August 2013 - Present
BBVA September 2010 - August 2013
HonorVerus Research May 2009 - August 2010
Skills
Excel, PowerPoint, Visual Basic, Bloomberg Terminal, Capital IQ, Series 7, Series 63, Due Diligence, Boxing, Salsa, Trading, Portable Alpha, Alpha Generation, Microsoft Excel, Bonds, Investment Banking
Education
University of Notre Dame - Mendoza College of Business 2006 — 2010
BA, Finance
Chaminade High School 2002 — 2006
SunTrust Robinson Humphrey August 2013 - Present
BBVA September 2010 - August 2013
HonorVerus Research May 2009 - August 2010
Skills
Excel, PowerPoint, Visual Basic, Bloomberg Terminal, Capital IQ, Series 7, Series 63, Due Diligence, Boxing, Salsa, Trading, Portable Alpha, Alpha Generation, Microsoft Excel, Bonds, Investment Banking
Education
University of Notre Dame - Mendoza College of Business 2006 — 2010
BA, Finance
Chaminade High School 2002 — 2006
Latoya Ludd's SunTrust Robinson Humphrey Experience August 2013 - Present
Job Executive Assistant at SunTrust
Industry Financial Services
Experience
SunTrust Robinson Humphrey August 2013 - Present
Johns Hopkins University May 2012 - August 2013
Johns Hopkins University September 2008 - April 2012
Bradford Bank July 2007 - June 2008
Bradford Bank January 2006 - July 2007
Skills
•Advanced proficiency..., • Multi-task management, •File/records..., •Contract negotiation/..., •Financial account..., •Expense control, Administrative..., Event Planning, Office Management, Budgets, Accounting, Data Entry, Outlook, Loans, Finance, PowerPoint, Team Building, Administrative..., Process Scheduler, Risk Management, Customer Service
Education
Strayer University-Maryland 2012 — 2014
Bachelor of Business Administration (BBA), Business Administration and Management, General, 4.0 - Summa Cum Laude
University of Phoenix 2006 — 2007
Business Administration and Management, General
SunTrust Robinson Humphrey August 2013 - Present
Johns Hopkins University May 2012 - August 2013
Johns Hopkins University September 2008 - April 2012
Bradford Bank July 2007 - June 2008
Bradford Bank January 2006 - July 2007
Skills
•Advanced proficiency..., • Multi-task management, •File/records..., •Contract negotiation/..., •Financial account..., •Expense control, Administrative..., Event Planning, Office Management, Budgets, Accounting, Data Entry, Outlook, Loans, Finance, PowerPoint, Team Building, Administrative..., Process Scheduler, Risk Management, Customer Service
Education
Strayer University-Maryland 2012 — 2014
Bachelor of Business Administration (BBA), Business Administration and Management, General, 4.0 - Summa Cum Laude
University of Phoenix 2006 — 2007
Business Administration and Management, General
Steven J. Smith, CPA Steven J. Smith, CPA's SunTrust Robinson Humphrey Experience March 2013 - September 2013
Job Senior Analyst at Capital One
Industry Banking
Experience
Capital One December 2014 - Present
Matrix Capital Markets Group, Inc. September 2013 - December 2014
SunTrust Robinson Humphrey March 2013 - September 2013
Deloitte August 2011 - March 2013
Skills
Auditing, SEC filings, US GAAP, Internal Controls, Spanish, SAP, Microsoft Excel, GAAP
Education
University of Richmond 2007 — 2011
BSBA, Accounting
Capital One December 2014 - Present
Matrix Capital Markets Group, Inc. September 2013 - December 2014
SunTrust Robinson Humphrey March 2013 - September 2013
Deloitte August 2011 - March 2013
Skills
Auditing, SEC filings, US GAAP, Internal Controls, Spanish, SAP, Microsoft Excel, GAAP
Education
University of Richmond 2007 — 2011
BSBA, Accounting
Matthew Trette's SunTrust Robinson Humphrey Experience October 2014 - August 2015
Job Business Intelligence & Analysis / Strategist
Industry Financial Services
Experience
MedAssets August 2015 - Present
SunTrust Robinson Humphrey October 2014 - August 2015
SunTrust Robinson Humphrey March 2013 - October 2014
The P3R Project - University of San Francisco June 2011 - June 2012
Koret Atheltic Center - University of San Francisco June 2011 - June 2012
San Francsico Police Department June 2010 - September 2010
Beverly Hills Rent-a-Car of Manhattan March 2008 - April 2009
Simply Pasta December 2006 - March 2008
Skills
Research, Strategic Planning, Business Strategy, Analysis, Data Analysis, PowerPoint, Microsoft Excel, Marketing, Marketing Strategy, Teaching, Microsoft Office, Applied Behavior..., Project Management, Management, Workflow Management, Operations Management, Business Process..., Critical Thinking, Critical Reading, Sports Nutrition, Fitness Training, Hospitality, Customer Service, Customer Satisfaction, Access, Team Building, Coaching, Microsoft Word, Visio, Adobe Acrobat
Education
Saint Joseph's University 2014 — 2016
Master of Science (MS), Business Intelligence & Analytics
University of San Francisco
Bachelor of Arts (B.A.), Philosophy
Landmark College
Associate of Arts (A.A.), Philosophy
MedAssets August 2015 - Present
SunTrust Robinson Humphrey October 2014 - August 2015
SunTrust Robinson Humphrey March 2013 - October 2014
The P3R Project - University of San Francisco June 2011 - June 2012
Koret Atheltic Center - University of San Francisco June 2011 - June 2012
San Francsico Police Department June 2010 - September 2010
Beverly Hills Rent-a-Car of Manhattan March 2008 - April 2009
Simply Pasta December 2006 - March 2008
Skills
Research, Strategic Planning, Business Strategy, Analysis, Data Analysis, PowerPoint, Microsoft Excel, Marketing, Marketing Strategy, Teaching, Microsoft Office, Applied Behavior..., Project Management, Management, Workflow Management, Operations Management, Business Process..., Critical Thinking, Critical Reading, Sports Nutrition, Fitness Training, Hospitality, Customer Service, Customer Satisfaction, Access, Team Building, Coaching, Microsoft Word, Visio, Adobe Acrobat
Education
Saint Joseph's University 2014 — 2016
Master of Science (MS), Business Intelligence & Analytics
University of San Francisco
Bachelor of Arts (B.A.), Philosophy
Landmark College
Associate of Arts (A.A.), Philosophy
Bennett Tullos's SunTrust Robinson Humphrey Experience June 2015 - Present
Job M&A Summer Analyst at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey June 2015 - Present
Student International Business Council (SIBC) January 2013 - Present
BitPay, Inc. May 2014 - August 2014
KPMG May 2014 - May 2014
The Morris Inn September 2013 - May 2014
The Paces Foundation May 2013 - August 2013
The Huddle August 2012 - May 2013
Chick-fil-A May 2012 - August 2012
Chick-fil-A May 2011 - May 2012
Skills
Time Management, Critical Thinking, PowerPoint, Public Speaking, Teamwork, Access, Social Media, Real Estate, Finance, Microsoft Office, Research, Problem Solving, Bitcoin, Cryptocurrency, Marketing, Marketing Strategy, Financial Analysis, Investments, Alternative Investments, Writing, Leadership, Data Analysis, Strategy
Education
University of Notre Dame 2012 — 2016
Bachelor of Business Administration (BBA), Finance
Thomas Heyward Academy, Ridgeland, SC 2008 — 2012
SunTrust Robinson Humphrey June 2015 - Present
Student International Business Council (SIBC) January 2013 - Present
BitPay, Inc. May 2014 - August 2014
KPMG May 2014 - May 2014
The Morris Inn September 2013 - May 2014
The Paces Foundation May 2013 - August 2013
The Huddle August 2012 - May 2013
Chick-fil-A May 2012 - August 2012
Chick-fil-A May 2011 - May 2012
Skills
Time Management, Critical Thinking, PowerPoint, Public Speaking, Teamwork, Access, Social Media, Real Estate, Finance, Microsoft Office, Research, Problem Solving, Bitcoin, Cryptocurrency, Marketing, Marketing Strategy, Financial Analysis, Investments, Alternative Investments, Writing, Leadership, Data Analysis, Strategy
Education
University of Notre Dame 2012 — 2016
Bachelor of Business Administration (BBA), Finance
Thomas Heyward Academy, Ridgeland, SC 2008 — 2012
Vikram Raisinghani Vikram Raisinghani's SunTrust Robinson Humphrey Experience July 2013 - July 2015
Job Investment Banking Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities August 2015 - Present
SunTrust Robinson Humphrey July 2013 - July 2015
SunTrust Robinson Humphrey May 2012 - July 2012
Skills
Data Analysis, Microsoft Excel, PowerPoint, Research, Microsoft Office, Financial Analysis, Microsoft Word, Financial Modeling, Accounting, Analysis, Corporate Finance, Leadership, Teamwork, Valuation, Time Management, Stata, Customer Service, Finance, SQL, Bloomberg
Education
University of North Carolina at Chapel Hill 2009 — 2013
Bachelor of Science (B.S.), Business Administration (Finance)
University of North Carolina at Chapel Hill 2009 — 2013
Bachelor of Science (B.S.), Information Science
Wells Fargo Securities August 2015 - Present
SunTrust Robinson Humphrey July 2013 - July 2015
SunTrust Robinson Humphrey May 2012 - July 2012
Skills
Data Analysis, Microsoft Excel, PowerPoint, Research, Microsoft Office, Financial Analysis, Microsoft Word, Financial Modeling, Accounting, Analysis, Corporate Finance, Leadership, Teamwork, Valuation, Time Management, Stata, Customer Service, Finance, SQL, Bloomberg
Education
University of North Carolina at Chapel Hill 2009 — 2013
Bachelor of Science (B.S.), Business Administration (Finance)
University of North Carolina at Chapel Hill 2009 — 2013
Bachelor of Science (B.S.), Information Science
Sam DeLemos Sam DeLemos's SunTrust Robinson Humphrey Experience July 2012 - Present
Job Investment Banking Professional
Industry Investment Banking
Experience
SunTrust Robinson Humphrey July 2012 - Present
Skills
Leveraged Finance, Investment Banking, Corporate Finance, Private Equity, Capital Markets, Financial Modeling, LBO, Fixed Income, Equity Research, Strategic Financial..., Syndications, Financial Advisory, Due Diligence, Mergers & Acquisitions, Financial Analysis, Financial Services, Financial Markets, High Yield Bonds, Credit Analysis, Corporate Development, Financial Statements, Risk Management, Healthcare Industry, Enterprise Valuation, Equity Valuation, Series 7, Series 79, Series 63, Team Management, Non-profit Leadership
Education
University of Notre Dame - Mendoza College of Business 2010 — 2012
MBA, magna cum laude, Finance
Vanderbilt University 1998 — 2002
B.S., Economics
Montgomery Bell Academy 1994 — 1998
SunTrust Robinson Humphrey July 2012 - Present
Skills
Leveraged Finance, Investment Banking, Corporate Finance, Private Equity, Capital Markets, Financial Modeling, LBO, Fixed Income, Equity Research, Strategic Financial..., Syndications, Financial Advisory, Due Diligence, Mergers & Acquisitions, Financial Analysis, Financial Services, Financial Markets, High Yield Bonds, Credit Analysis, Corporate Development, Financial Statements, Risk Management, Healthcare Industry, Enterprise Valuation, Equity Valuation, Series 7, Series 79, Series 63, Team Management, Non-profit Leadership
Education
University of Notre Dame - Mendoza College of Business 2010 — 2012
MBA, magna cum laude, Finance
Vanderbilt University 1998 — 2002
B.S., Economics
Montgomery Bell Academy 1994 — 1998
Patrick Kenna's SunTrust Robinson Humphrey Experience June 2014 - Present
Job Analyst Corporate Banking Portfolio Management at SunTrust Robinson Humphrey
Industry Banking
Experience
SunTrust Robinson Humphrey June 2014 - Present
UNC Kenan-Flagler February 2012 - December 2013
Raymond James & Associates, Inc. May 2013 - August 2013
Sherwin Williams June 2012 - July 2012
Kenna Custom Painting, Inc. May 2009 - August 2011
North Carolina General Assembly July 2009 - July 2009
North Carolina Governor's Office July 2009 - July 2009
Skills
Microsoft Office, Financial Analysis, Financial Modeling, Teamwork, Presentations, Negotiation, Competitive Analysis, Analysis, Mergers & Acquisitions
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2014
BSBA, Finance and Consulting
SunTrust Robinson Humphrey June 2014 - Present
UNC Kenan-Flagler February 2012 - December 2013
Raymond James & Associates, Inc. May 2013 - August 2013
Sherwin Williams June 2012 - July 2012
Kenna Custom Painting, Inc. May 2009 - August 2011
North Carolina General Assembly July 2009 - July 2009
North Carolina Governor's Office July 2009 - July 2009
Skills
Microsoft Office, Financial Analysis, Financial Modeling, Teamwork, Presentations, Negotiation, Competitive Analysis, Analysis, Mergers & Acquisitions
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2014
BSBA, Finance and Consulting
Steven Demeraski's SunTrust Robinson Humphrey Experience July 2013 - April 2014
Job Investment Banking Analyst at Perella Weinberg Partners
Industry Financial Services
Experience
Perella Weinberg Partners May 2014 - Present
SunTrust Robinson Humphrey July 2013 - April 2014
Merrill Lynch May 2012 - August 2012
Pi Kappa Phi Fraternity May 2011 - May 2012
University of North Carolina at Chapel Hill - Department of Biology June 2010 - July 2011
University of North Carolina at Chapel Hill - Eshelman School of Pharmacy August 2010 - May 2011
Cold Stone Creamery August 2006 - July 2009
Skills
Microsoft Office, Stata, PowerPoint, Accounting, Series 63, Series 79, Financial Modeling, Data Analysis, Investment Banking, Valuation, Financial Analysis, Research, Microsoft Excel
Education
University of North Carolina at Chapel Hill 2009 — 2013
Bachelor of Arts (B.A.), Economics and Chemistry
Perella Weinberg Partners May 2014 - Present
SunTrust Robinson Humphrey July 2013 - April 2014
Merrill Lynch May 2012 - August 2012
Pi Kappa Phi Fraternity May 2011 - May 2012
University of North Carolina at Chapel Hill - Department of Biology June 2010 - July 2011
University of North Carolina at Chapel Hill - Eshelman School of Pharmacy August 2010 - May 2011
Cold Stone Creamery August 2006 - July 2009
Skills
Microsoft Office, Stata, PowerPoint, Accounting, Series 63, Series 79, Financial Modeling, Data Analysis, Investment Banking, Valuation, Financial Analysis, Research, Microsoft Excel
Education
University of North Carolina at Chapel Hill 2009 — 2013
Bachelor of Arts (B.A.), Economics and Chemistry
Kelly Tidwell Kelly Tidwell's SunTrust Robinson Humphrey Experience June 2014 - Present
Job Investment Banking Associate at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey June 2014 - Present
SunTrust Robinson Humphrey January 2012 - June 2014
Keefe, Bruyette & Woods May 2011 - January 2012
OppenheimerFunds June 2010 - August 2010
Invesco Ltd. 2009 - 2009
Skills
Financial Analysis, Bloomberg, Series 7, Valuation, Portfolio Management, Series 63, Capital IQ, Investment Banking, Financial Modeling, Investments, Asset Management, Mergers & Acquisitions, Banking
Education
University of Richmond 2007 — 2011
Bachelor of Science (B.S.), Finance, Spanish
SunTrust Robinson Humphrey June 2014 - Present
SunTrust Robinson Humphrey January 2012 - June 2014
Keefe, Bruyette & Woods May 2011 - January 2012
OppenheimerFunds June 2010 - August 2010
Invesco Ltd. 2009 - 2009
Skills
Financial Analysis, Bloomberg, Series 7, Valuation, Portfolio Management, Series 63, Capital IQ, Investment Banking, Financial Modeling, Investments, Asset Management, Mergers & Acquisitions, Banking
Education
University of Richmond 2007 — 2011
Bachelor of Science (B.S.), Finance, Spanish
Frank Atkins, CFA Frank Atkins, CFA's SunTrust Robinson Humphrey Experience June 2008 - Present
Job Equity Research Analyst Technology Services
Industry Research
Experience
SunTrust Robinson Humphrey June 2008 - Present
BMO Capital Markets September 2006 - July 2008
FBR Energy Group 2005 - 2006
Cambridge Associates June 1998 - May 2004
Skills
Equity Research, Investments, Japanese, Equity Valuation, Financial Analysis, Financial Modeling, Financial Accounting, Writing, Capital Markets, Portfolio Management
Education
Yale University - Yale School of Management 2004 — 2006
MBA
University of Richmond - Robins School of Business 1994 — 1998
BSBA, Finance, Biology
SunTrust Robinson Humphrey June 2008 - Present
BMO Capital Markets September 2006 - July 2008
FBR Energy Group 2005 - 2006
Cambridge Associates June 1998 - May 2004
Skills
Equity Research, Investments, Japanese, Equity Valuation, Financial Analysis, Financial Modeling, Financial Accounting, Writing, Capital Markets, Portfolio Management
Education
Yale University - Yale School of Management 2004 — 2006
MBA
University of Richmond - Robins School of Business 1994 — 1998
BSBA, Finance, Biology
Dylan Rustemeyer Dylan Rustemeyer's SunTrust Robinson Humphrey Experience March 2012 - July 2013
Job Portfolio Management Officer Bank of America
Industry Banking
Experience
Bank of America March 2015 - Present
Regions Financial Corporation August 2013 - March 2015
SunTrust Robinson Humphrey March 2012 - July 2013
United States Army January 2004 - January 2008
Skills
Risk Management, Portfolio Management, Analysis, Finance, Financial Services, Data Analysis, Leadership, Credit, Banking, Credit Analysis
Education
University of South Carolina - Darla Moore School of Business 2008 — 2011
Bachelors, Finance
Bank of America March 2015 - Present
Regions Financial Corporation August 2013 - March 2015
SunTrust Robinson Humphrey March 2012 - July 2013
United States Army January 2004 - January 2008
Skills
Risk Management, Portfolio Management, Analysis, Finance, Financial Services, Data Analysis, Leadership, Credit, Banking, Credit Analysis
Education
University of South Carolina - Darla Moore School of Business 2008 — 2011
Bachelors, Finance
Patrick Joseph Patrick Joseph's SunTrust Robinson Humphrey Experience September 2014 - Present
Job Associate High Grade Corporate Syndicate at SunTrust Robinson Humphrey
Industry Capital Markets
Experience
SunTrust Robinson Humphrey September 2014 - Present
SunTrust Robinson Humphrey July 2011 - September 2014
Investment Technology Group (ITG) June 2010 - July 2010
Skills
Syndicate, Bloomberg, Accounting, Microsoft Excel, Analysis, Auditing, Business Strategy, Portfolio Management, Investments, Microsoft Office, Microsoft Word, PowerPoint, Teamwork, Financial Analysis, Financial Accounting, Customer Service, Financial Reporting, Research, English, Financial Modeling, Corporate Finance, Managerial Finance
Education
University of Richmond 2007 — 2011
Bachelor of Science, Accounting and Finance
University of Richmond - Robins School of Business 2007 — 2011
Bachelor of Science (BS), Accounting and Finance
St. Louis University in Madrid
Cannon School 2005 — 2007
Weston High School 2003 — 2005
SunTrust Robinson Humphrey September 2014 - Present
SunTrust Robinson Humphrey July 2011 - September 2014
Investment Technology Group (ITG) June 2010 - July 2010
Skills
Syndicate, Bloomberg, Accounting, Microsoft Excel, Analysis, Auditing, Business Strategy, Portfolio Management, Investments, Microsoft Office, Microsoft Word, PowerPoint, Teamwork, Financial Analysis, Financial Accounting, Customer Service, Financial Reporting, Research, English, Financial Modeling, Corporate Finance, Managerial Finance
Education
University of Richmond 2007 — 2011
Bachelor of Science, Accounting and Finance
University of Richmond - Robins School of Business 2007 — 2011
Bachelor of Science (BS), Accounting and Finance
St. Louis University in Madrid
Cannon School 2005 — 2007
Weston High School 2003 — 2005
Damien Perera Damien Perera's SunTrust Robinson Humphrey Experience July 2012 - Present
Job Investment Banking Associate at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey July 2012 - Present
Houlihan Lokey May 2011 - August 2011
Booz Allen Hamilton December 2007 - June 2010
Lockheed Martin August 2001 - December 2007
Skills
Investment Banking, Financial Analysis, Corporate Finance, Valuation, Financial Accounting, Mergers, Analysis, Business Process, Business Valuation, Executive Management, Management Consulting, Risk Management, Private Equity, Strategy, Mergers & Acquisitions, Finance, Due Diligence, Management, Financial Modeling
Education
University of Southern California - Marshall School of Business 2010 — 2012
MBA, Master of Business Administration
University of Pennsylvania 1997 — 2001
Bachelor of Science, Electrical Engineering
SunTrust Robinson Humphrey July 2012 - Present
Houlihan Lokey May 2011 - August 2011
Booz Allen Hamilton December 2007 - June 2010
Lockheed Martin August 2001 - December 2007
Skills
Investment Banking, Financial Analysis, Corporate Finance, Valuation, Financial Accounting, Mergers, Analysis, Business Process, Business Valuation, Executive Management, Management Consulting, Risk Management, Private Equity, Strategy, Mergers & Acquisitions, Finance, Due Diligence, Management, Financial Modeling
Education
University of Southern California - Marshall School of Business 2010 — 2012
MBA, Master of Business Administration
University of Pennsylvania 1997 — 2001
Bachelor of Science, Electrical Engineering
Laura Hsiao Laura Hsiao's SunTrust Robinson Humphrey Experience 2007 - 2009
Job Senior Registered Associate at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management 2011 - Present
UBS Financial Services Inc. 2009 - 2011
SunTrust Robinson Humphrey 2007 - 2009
The Vanguard Group 2006 - 2007
Education
University of Pittsburgh 2002 — 2006
BSBA, Marketing
Morgan Stanley Private Wealth Management 2011 - Present
UBS Financial Services Inc. 2009 - 2011
SunTrust Robinson Humphrey 2007 - 2009
The Vanguard Group 2006 - 2007
Education
University of Pittsburgh 2002 — 2006
BSBA, Marketing
Lisa (Krempasky) Woodham Lisa (Krempasky) Woodham's SunTrust Robinson Humphrey Experience January 2013 - May 2015
Job REMS Real Estate Mgt Svc
Industry Real Estate
Experience
REMS Real Estate Mgt Svc June 2015 - Present
SunTrust Robinson Humphrey January 2013 - May 2015
GIC Real Estate December 2006 - December 2012
Seven Hills Partners July 2003 - December 2006
Education
University of San Francisco 1999 — 2003
BSBA Finance
REMS Real Estate Mgt Svc June 2015 - Present
SunTrust Robinson Humphrey January 2013 - May 2015
GIC Real Estate December 2006 - December 2012
Seven Hills Partners July 2003 - December 2006
Education
University of San Francisco 1999 — 2003
BSBA Finance
Jake Reilly's SunTrust Robinson Humphrey Experience August 2015 - Present
Job Summer Analyst at SunTrust Robinson Humphrey
Industry Banking
Experience
SunTrust Robinson Humphrey August 2015 - Present
SunTrust Robinson Humphrey May 2015 - Present
DeBartolo Performing Arts Center August 2012 - Present
Follett Higher Education Group May 2014 - August 2014
La Grange Country Club May 2007 - May 2014
Skills
Project Management, Electrical Engineering, SketchUp, AutoCAD, Microsoft Office, Lighting Design, Stage Lighting, C++, Matlab, Project Coordination, Project Delivery, Time Management, Seeing the Bigger..., Intrapersonal Skills, Leadership, Public Speaking, PowerPoint, Microsoft Excel
Education
University of Notre Dame 2012 — 2016
Bachelor of Science (B.S.), Electrical Engineering
Fenwick High School 2008 — 2012
High School Diploma, STEM focus
SunTrust Robinson Humphrey August 2015 - Present
SunTrust Robinson Humphrey May 2015 - Present
DeBartolo Performing Arts Center August 2012 - Present
Follett Higher Education Group May 2014 - August 2014
La Grange Country Club May 2007 - May 2014
Skills
Project Management, Electrical Engineering, SketchUp, AutoCAD, Microsoft Office, Lighting Design, Stage Lighting, C++, Matlab, Project Coordination, Project Delivery, Time Management, Seeing the Bigger..., Intrapersonal Skills, Leadership, Public Speaking, PowerPoint, Microsoft Excel
Education
University of Notre Dame 2012 — 2016
Bachelor of Science (B.S.), Electrical Engineering
Fenwick High School 2008 — 2012
High School Diploma, STEM focus
Margaret Anagnos Margaret Anagnos's SunTrust Robinson Humphrey Experience June 2014 - Present
Job Student, University of North Carolina at Chapel Hil
Industry Investment Banking
Experience
Bank of America Merrill Lynch June 2015 - Present
SunTrust Robinson Humphrey June 2014 - Present
Skills
PowerPoint, Microsoft Excel, Public Speaking, Microsoft Office, Teamwork, Research, Microsoft Word, Risk Management, Event Planning, Social Networking
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2016
Bank of America Merrill Lynch June 2015 - Present
SunTrust Robinson Humphrey June 2014 - Present
Skills
PowerPoint, Microsoft Excel, Public Speaking, Microsoft Office, Teamwork, Research, Microsoft Word, Risk Management, Event Planning, Social Networking
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2016
Jenna Kelly Jenna Kelly's SunTrust Robinson Humphrey Experience September 2013 - May 2015
Job Charlotte Region President
Industry Banking
Experience
SunTrust Bank June 2015 - Present
Classroom Central June 2015 - Present
SunTrust Robinson Humphrey September 2013 - May 2015
Fifth Third Bank October 2010 - September 2013
SunTrust Bank September 2007 - October 2010
SunTrust Bank February 2005 - September 2007
SunTrust Bank May 2003 - March 2004
SunTrust Robinson Humphrey August 2002 - May 2003
SunTrust Robinson Humphrey December 1999 - August 2002
SunTrust Bank July 1993 - December 1999
Skills
Commercial Banking, Banking, Investment Banking, Financial Structuring, Middle Market, Credit Analysis, Loan Origination, Mergers, Commercial Lending, Investments, Finance, Financial Analysis, Small Business Lending, Private Equity, Credit, Financial Advisory, Cash Management, Risk Management, Lines Of Credit, Financial Services, Treasury Management, Portfolio Management, Underwriting, Credit Risk, Corporate Finance, Consumer Lending, Restructuring, Structured Finance, Asset Management, Mortgage Lending, Financial Modeling, Loans, Capital Markets, Valuation, Relationship Management, Sales, Asset Based Lending
Education
University of North Carolina at Chapel Hill 1989 — 1993
BSBA, Business Administration
SunTrust Bank June 2015 - Present
Classroom Central June 2015 - Present
SunTrust Robinson Humphrey September 2013 - May 2015
Fifth Third Bank October 2010 - September 2013
SunTrust Bank September 2007 - October 2010
SunTrust Bank February 2005 - September 2007
SunTrust Bank May 2003 - March 2004
SunTrust Robinson Humphrey August 2002 - May 2003
SunTrust Robinson Humphrey December 1999 - August 2002
SunTrust Bank July 1993 - December 1999
Skills
Commercial Banking, Banking, Investment Banking, Financial Structuring, Middle Market, Credit Analysis, Loan Origination, Mergers, Commercial Lending, Investments, Finance, Financial Analysis, Small Business Lending, Private Equity, Credit, Financial Advisory, Cash Management, Risk Management, Lines Of Credit, Financial Services, Treasury Management, Portfolio Management, Underwriting, Credit Risk, Corporate Finance, Consumer Lending, Restructuring, Structured Finance, Asset Management, Mortgage Lending, Financial Modeling, Loans, Capital Markets, Valuation, Relationship Management, Sales, Asset Based Lending
Education
University of North Carolina at Chapel Hill 1989 — 1993
BSBA, Business Administration
Katie Schiappacasse Katie Schiappacasse's SunTrust Robinson Humphrey Experience July 2011 - November 2013
Job Senior Treasury Analyst at The Home Depot
Industry Retail
Experience
The Home Depot December 2013 - Present
SunTrust Robinson Humphrey July 2011 - November 2013
Blue Cross and Blue Shield of North Carolina September 2010 - June 2011
Blue Cross and Blue Shield of North Carolina May 2010 - August 2010
White House Black Market May 2008 - December 2009
Northwestern Mutual Financial Network June 2009 - August 2009
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2011
Bachelor of Science, Business Administration
The Home Depot December 2013 - Present
SunTrust Robinson Humphrey July 2011 - November 2013
Blue Cross and Blue Shield of North Carolina September 2010 - June 2011
Blue Cross and Blue Shield of North Carolina May 2010 - August 2010
White House Black Market May 2008 - December 2009
Northwestern Mutual Financial Network June 2009 - August 2009
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2011
Bachelor of Science, Business Administration
Shyam Gondha Shyam Gondha's SunTrust Robinson Humphrey Experience July 2015 - Present
Job Incoming Portfolio Management Analyst at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey July 2015 - Present
Global Brigades, Inc. August 2012 - Present
AIESEC Chapel Hill August 2011 - Present
Comcast May 2014 - August 2014
Sageworks May 2013 - August 2013
Revolution Prep May 2012 - July 2012
Skills
Salesforce.com, Podio, Microsoft Excel, Microsoft Word, Budgets, Finance, Investments, Management, Research, Analysis, Data Analysis
Education
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor's of Science in Business Administration (BSBA), Finance, General
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2015
Business Administration, Finance
SunTrust Robinson Humphrey July 2015 - Present
Global Brigades, Inc. August 2012 - Present
AIESEC Chapel Hill August 2011 - Present
Comcast May 2014 - August 2014
Sageworks May 2013 - August 2013
Revolution Prep May 2012 - July 2012
Skills
Salesforce.com, Podio, Microsoft Excel, Microsoft Word, Budgets, Finance, Investments, Management, Research, Analysis, Data Analysis
Education
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor's of Science in Business Administration (BSBA), Finance, General
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2015
Business Administration, Finance
Mary Catherine Wilkison's SunTrust Robinson Humphrey Experience June 2015 - Present
Job Investment Banking Analyst at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey June 2015 - Present
SunTrust Robinson Humphrey July 2013 - May 2015
UNC Dance Marathon April 2012 - April 2013
ettain group May 2012 - August 2012
Skills
PowerPoint, Recruiting, Management, Marketing, Analysis, Microsoft Excel, Microsoft Office, Microsoft Word, Data Analysis, Finance, Financial Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2013
Bachelors of Science in Business Administration, Finance; Consulting
IES Arles 2011 — 2011
Study Abroad- France
SunTrust Robinson Humphrey June 2015 - Present
SunTrust Robinson Humphrey July 2013 - May 2015
UNC Dance Marathon April 2012 - April 2013
ettain group May 2012 - August 2012
Skills
PowerPoint, Recruiting, Management, Marketing, Analysis, Microsoft Excel, Microsoft Office, Microsoft Word, Data Analysis, Finance, Financial Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2013
Bachelors of Science in Business Administration, Finance; Consulting
IES Arles 2011 — 2011
Study Abroad- France
Sutton Fannon Sutton Fannon's SunTrust Robinson Humphrey Experience February 2013 - Present
Job Vice President Sports & Entertainment Group at SunTrust Robinson Humphrey
Industry Entertainment
Experience
SunTrust Robinson Humphrey February 2013 - Present
SunTrust Robinson Humphrey October 2011 - Present
SunTrust Sports & Entertainment Group April 2010 - October 2011
SunTrust Robinson Humphrey August 2007 - April 2010
Jacobs Capital 2006 - 2007
Oppenheimer & Co 2005 - 2005
Education
University of North Carolina at Chapel Hill 2002 — 2006
BSBA, Business
SunTrust Robinson Humphrey February 2013 - Present
SunTrust Robinson Humphrey October 2011 - Present
SunTrust Sports & Entertainment Group April 2010 - October 2011
SunTrust Robinson Humphrey August 2007 - April 2010
Jacobs Capital 2006 - 2007
Oppenheimer & Co 2005 - 2005
Education
University of North Carolina at Chapel Hill 2002 — 2006
BSBA, Business
Scott Freudenthal's SunTrust Robinson Humphrey Experience July 2015 - Present
Job Portfolio Management Analyst at SunTrust Robinson Humphrey
Industry Banking
Experience
SunTrust Robinson Humphrey July 2015 - Present
Bank of America June 2014 - August 2014
NAPA Management Services Corporation May 2013 - August 2013
NAPA Management Services Corporation May 2012 - August 2012
Education
University of North Carolina at Chapel Hill 2011 — 2015
B.S. in Business Administration, B.A. in Sports Administration
SunTrust Robinson Humphrey July 2015 - Present
Bank of America June 2014 - August 2014
NAPA Management Services Corporation May 2013 - August 2013
NAPA Management Services Corporation May 2012 - August 2012
Education
University of North Carolina at Chapel Hill 2011 — 2015
B.S. in Business Administration, B.A. in Sports Administration
Matt Goodling Matt Goodling's SunTrust Robinson Humphrey Experience July 2013 - April 2014
Job Field Analyst at Atlas Holdings LLC / Soundview Paper Company
Industry Financial Services
Experience
Atlas Holdings LLC / Soundview Paper Company May 2014 - Present
SunTrust Robinson Humphrey July 2013 - April 2014
Propane Taxi (SLTT Energy) May 2012 - August 2012
Skills
Economics, Microsoft Excel, Microsoft Office, Financial Analysis, Research, PowerPoint, Financial Modeling, Microsoft Word, Data Analysis, Corporate Finance, Valuation, Market Research, Business Strategy, Customer Service, Econometrics, Analysis, Portfolio Management, Banking, Bloomberg, Bloomberg Terminal, Credit
Education
University of Richmond 2009 — 2013
Bachelor of Arts (BA), Economics
University of Richmond 2009 — 2013
BA, Economics
Atlas Holdings LLC / Soundview Paper Company May 2014 - Present
SunTrust Robinson Humphrey July 2013 - April 2014
Propane Taxi (SLTT Energy) May 2012 - August 2012
Skills
Economics, Microsoft Excel, Microsoft Office, Financial Analysis, Research, PowerPoint, Financial Modeling, Microsoft Word, Data Analysis, Corporate Finance, Valuation, Market Research, Business Strategy, Customer Service, Econometrics, Analysis, Portfolio Management, Banking, Bloomberg, Bloomberg Terminal, Credit
Education
University of Richmond 2009 — 2013
Bachelor of Arts (BA), Economics
University of Richmond 2009 — 2013
BA, Economics
Michael C. Hornsby Michael C. Hornsby's SunTrust Robinson Humphrey Experience July 2013 - February 2015
Job Private Equity Associate at QuadC Management
Industry Financial Services
Experience
Quad-C Management, Inc. February 2015 - Present
SunTrust Robinson Humphrey July 2013 - February 2015
Sageworks September 2011 - December 2011
James Moore, Certified Public Accountants and Consultants May 2011 - August 2011
Skills
Social Media, Strategic Communications, Logistics Management, Event Planning, Corporate Communications, Project Management, Fundraising, Private Equity, Due Diligence, Investment Banking, Financial Modeling, Data Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2013
Bachelor of Science, Business Administration, Corporate Finance
Quad-C Management, Inc. February 2015 - Present
SunTrust Robinson Humphrey July 2013 - February 2015
Sageworks September 2011 - December 2011
James Moore, Certified Public Accountants and Consultants May 2011 - August 2011
Skills
Social Media, Strategic Communications, Logistics Management, Event Planning, Corporate Communications, Project Management, Fundraising, Private Equity, Due Diligence, Investment Banking, Financial Modeling, Data Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2013
Bachelor of Science, Business Administration, Corporate Finance
Ankur Patel, CFA Ankur Patel, CFA's SunTrust Robinson Humphrey Experience 2006 - June 2012
Job Vice President at Fortress Investment Group
Industry Investment Management
Experience
Fortress Investment Group June 2012 - Present
SunTrust Robinson Humphrey 2006 - June 2012
Babson Capital Management 2003 - 2006
Skills
Investment Banking, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Valuation, Financial Services, Corporate Finance, Due Diligence, Private Equity, Capital Markets
Education
University of Virginia Darden School of Business
MBA
University of Pennsylvania
BA
Fortress Investment Group June 2012 - Present
SunTrust Robinson Humphrey 2006 - June 2012
Babson Capital Management 2003 - 2006
Skills
Investment Banking, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Valuation, Financial Services, Corporate Finance, Due Diligence, Private Equity, Capital Markets
Education
University of Virginia Darden School of Business
MBA
University of Pennsylvania
BA
Jake O'Donnell Jake O'Donnell's SunTrust Robinson Humphrey Experience May 2015 - Present
Job Investment Banking Analyst at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey May 2015 - Present
MacKay Shields LLC July 2014 - August 2014
Blue Heron Capital May 2014 - June 2014
The O'Donnell Group (New Jersey) May 2013 - August 2013
The Virginia Hotel May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, Customer Service, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Financial Modeling, Financial Accounting, Investment Banking, Private Equity, Asset Management, Fixed Income
Education
University of Richmond 2012 — 2015
Bachelor of Science, Business Administration, Concentration: Finance, Senior
University of Richmond - Robins School of Business 2012 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
SunTrust Robinson Humphrey May 2015 - Present
MacKay Shields LLC July 2014 - August 2014
Blue Heron Capital May 2014 - June 2014
The O'Donnell Group (New Jersey) May 2013 - August 2013
The Virginia Hotel May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, Customer Service, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Financial Modeling, Financial Accounting, Investment Banking, Private Equity, Asset Management, Fixed Income
Education
University of Richmond 2012 — 2015
Bachelor of Science, Business Administration, Concentration: Finance, Senior
University of Richmond - Robins School of Business 2012 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
B.T. Remmert B.T. Remmert's SunTrust Robinson Humphrey Experience August 2011 - Present
Job Technology & Services Investment Banking at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey August 2011 - Present
HIG Capital November 2008 - July 2011
GTCR LLC July 2006 - October 2008
SunTrust Robinson Humphrey July 2000 - June 2004
Skills
Investment Banking, Financial Modeling, Investments, Valuation, Equities, Private Equity, Due Diligence, Mergers & Acquisitions, Corporate Finance, Financial Analysis
Education
University of Virginia - Darden Graduate School of Business Administration 2004 — 2006
MBA
University of Notre Dame 1996 — 2000
BA, Economics and Philosophy
SunTrust Robinson Humphrey August 2011 - Present
HIG Capital November 2008 - July 2011
GTCR LLC July 2006 - October 2008
SunTrust Robinson Humphrey July 2000 - June 2004
Skills
Investment Banking, Financial Modeling, Investments, Valuation, Equities, Private Equity, Due Diligence, Mergers & Acquisitions, Corporate Finance, Financial Analysis
Education
University of Virginia - Darden Graduate School of Business Administration 2004 — 2006
MBA
University of Notre Dame 1996 — 2000
BA, Economics and Philosophy
Patrick DellaValle Patrick DellaValle's SunTrust Robinson Humphrey Experience 2006 - 2008
Job M&A / VC Executive | Entrepreneur | Driving profitable growth through innovation and execution
Industry Venture Capital & Private Equity
Experience
Navigant Capital Advisors 2012 - Present
JHeck Investments LLC 2009 - 2012
RoundPoint Capital Group - Portfolio Company (Tavistock Group) 2008 - 2010
SunTrust Robinson Humphrey 2006 - 2008
Deloitte 2004 - 2006
Financial Security Assurance, Inc. (FSA) 2002 - 2004
Skills
Investment Banking, Capital Markets, Valuation, Financial Analysis, Financial Modeling, Investments, Portfolio Management, Fixed Income, Due Diligence, Mortgage Lending, Banking, Corporate Finance, Hedge Funds, Asset Management, Structured Finance
Education
Wharton School, University of Pennsylvania 2013 — 2015
Master of Business Administration (MBA)
University of Pennsylvania 1998 — 2002
Bachelor of Arts (B.A.), Economics
Navigant Capital Advisors 2012 - Present
JHeck Investments LLC 2009 - 2012
RoundPoint Capital Group - Portfolio Company (Tavistock Group) 2008 - 2010
SunTrust Robinson Humphrey 2006 - 2008
Deloitte 2004 - 2006
Financial Security Assurance, Inc. (FSA) 2002 - 2004
Skills
Investment Banking, Capital Markets, Valuation, Financial Analysis, Financial Modeling, Investments, Portfolio Management, Fixed Income, Due Diligence, Mortgage Lending, Banking, Corporate Finance, Hedge Funds, Asset Management, Structured Finance
Education
Wharton School, University of Pennsylvania 2013 — 2015
Master of Business Administration (MBA)
University of Pennsylvania 1998 — 2002
Bachelor of Arts (B.A.), Economics
J Guderyon J Guderyon's SunTrust Robinson Humphrey Experience May 2006 - June 2007
Job Managing Partner at Crest Capital LLC
Industry Financial Services
Experience
Crest Capital LLC January 2015 - Present
JDG Holdings LLC September 2012 - Present
Ranieri Financial Services January 2011 - September 2012
Sandler O'Neill & Partners, L.P. June 2007 - October 2010
SunTrust Robinson Humphrey May 2006 - June 2007
Scotiabank September 2003 - May 2006
Skills
Private Equity, Investment Banking, Valuation, Capital Markets, Investments, Financial Modeling, Equities, Mergers & Acquisitions, Hedge Funds, Venture Capital, Corporate Development, Corporate Finance
Education
University of Notre Dame - Mendoza College of Business
Master of Business Administration (MBA), Finance
University of Wisconsin-Milwaukee
Bachelor of Business Administration (B.B.A.), Finance, General
Crest Capital LLC January 2015 - Present
JDG Holdings LLC September 2012 - Present
Ranieri Financial Services January 2011 - September 2012
Sandler O'Neill & Partners, L.P. June 2007 - October 2010
SunTrust Robinson Humphrey May 2006 - June 2007
Scotiabank September 2003 - May 2006
Skills
Private Equity, Investment Banking, Valuation, Capital Markets, Investments, Financial Modeling, Equities, Mergers & Acquisitions, Hedge Funds, Venture Capital, Corporate Development, Corporate Finance
Education
University of Notre Dame - Mendoza College of Business
Master of Business Administration (MBA), Finance
University of Wisconsin-Milwaukee
Bachelor of Business Administration (B.B.A.), Finance, General
Linda H. Singer Linda H. Singer's SunTrust Robinson Humphrey Experience 2011 - 2013
Job Managing Director of Operations at Angel Oak Capital Advisors, LLC
Industry Capital Markets
Experience
Angel Oak Capital Advisors, LLC July 2013 - Present
SunTrust Robinson Humphrey 2011 - 2013
Swiss Re Asset Management 2005 - 2010
BlackRock 1999 - 2004
Donaldson, Lufkin & Jenrette 1997 - 1999
Salomon Brothers 1992 - 1996
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA
Wittenberg University
BA
Cemenahuac Institute, Cuernavaca, Morelos, Mexico
Angel Oak Capital Advisors, LLC July 2013 - Present
SunTrust Robinson Humphrey 2011 - 2013
Swiss Re Asset Management 2005 - 2010
BlackRock 1999 - 2004
Donaldson, Lufkin & Jenrette 1997 - 1999
Salomon Brothers 1992 - 1996
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA
Wittenberg University
BA
Cemenahuac Institute, Cuernavaca, Morelos, Mexico
JJ Won JJ Won's SunTrust Robinson Humphrey Experience February 2015 - Present
Job Investment Banking Analyst at SunTrust
Industry Financial Services
Experience
SunTrust Robinson Humphrey February 2015 - Present
Bank of America July 2014 - January 2015
Bank of America June 2012 - July 2014
Credit Suisse June 2011 - August 2011
Skills
Financial Analysis, Financial Modeling
Education
University of North Carolina at Chapel Hill 2008 — 2012
Business Administration, Finance and Consulting Concentration
SunTrust Robinson Humphrey February 2015 - Present
Bank of America July 2014 - January 2015
Bank of America June 2012 - July 2014
Credit Suisse June 2011 - August 2011
Skills
Financial Analysis, Financial Modeling
Education
University of North Carolina at Chapel Hill 2008 — 2012
Business Administration, Finance and Consulting Concentration
Geoff DeLong, CFA Geoff DeLong, CFA's SunTrust Robinson Humphrey Experience May 1996 - June 2008
Job Fixed Income Portfolio Manager
Industry Investment Management
Experience
Crawford Investment Counsel August 2008 - Present
SunTrust Robinson Humphrey May 1996 - June 2008
Smith Barney June 1991 - July 1994
Skills
Fixed Income Portfolio..., Portfolio Management, Bonds, Fixed Income, Financial Analysis, Valuation, Asset Management, Asset Allocation, Asset Managment
Education
University of South Carolina - Darla Moore School of Business 1994 — 1996
MBA, Finance
Wofford College 1987 — 1991
BA, Finance
Crawford Investment Counsel August 2008 - Present
SunTrust Robinson Humphrey May 1996 - June 2008
Smith Barney June 1991 - July 1994
Skills
Fixed Income Portfolio..., Portfolio Management, Bonds, Fixed Income, Financial Analysis, Valuation, Asset Management, Asset Allocation, Asset Managment
Education
University of South Carolina - Darla Moore School of Business 1994 — 1996
MBA, Finance
Wofford College 1987 — 1991
BA, Finance
Brendan O'Connor Brendan O'Connor's SunTrust Robinson Humphrey Experience May 2012 - December 2014
Job Private Equity Associate at Lightyear Capital
Industry Venture Capital & Private Equity
Experience
Lightyear Capital January 2015 - Present
SunTrust Robinson Humphrey May 2012 - December 2014
Fennebresque & Co. May 2011 - August 2011
Skills
Leveraged Finance, Financial Modeling, Financial Analysis, Valuation, Bloomberg, M&A experience, Credit Analysis, Series 7, Series 63, Series 79
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2012
Bachelor of Science (BS), Business Administration
Lorenzo de' Medici - Italian International Institute 2010 — 2010
Ardrey Kell High School 2004 — 2008
Lightyear Capital January 2015 - Present
SunTrust Robinson Humphrey May 2012 - December 2014
Fennebresque & Co. May 2011 - August 2011
Skills
Leveraged Finance, Financial Modeling, Financial Analysis, Valuation, Bloomberg, M&A experience, Credit Analysis, Series 7, Series 63, Series 79
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2012
Bachelor of Science (BS), Business Administration
Lorenzo de' Medici - Italian International Institute 2010 — 2010
Ardrey Kell High School 2004 — 2008
Jacob Grossetti Jacob Grossetti's SunTrust Robinson Humphrey Experience 2011 - 2012
Job Private Equity Associate
Industry Venture Capital & Private Equity
Experience
Cortec Group July 2014 - Present
PNC Mezzanine Capital July 2012 - June 2014
SunTrust Robinson Humphrey 2011 - 2012
Stout Risius Ross 2010 - 2011
Education
University of Pittsburgh 2005 — 2009
Bacherlors, Finance
Cortec Group July 2014 - Present
PNC Mezzanine Capital July 2012 - June 2014
SunTrust Robinson Humphrey 2011 - 2012
Stout Risius Ross 2010 - 2011
Education
University of Pittsburgh 2005 — 2009
Bacherlors, Finance
Claire Biernacki Claire Biernacki's SunTrust Robinson Humphrey Experience May 2012 - August 2012
Job Associate at Pomona Capital
Industry Financial Services
Experience
Pomona Capital August 2015 - Present
Bank of America Merrill Lynch August 2013 - July 2015
Finance Club March 2012 - December 2012
SunTrust Robinson Humphrey May 2012 - August 2012
Carolina Style Ballet Company January 2011 - December 2011
Phi Mu Sorority December 2010 - December 2011
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2013
Bachelor of Science (BS), Business Administration
Pomona Capital August 2015 - Present
Bank of America Merrill Lynch August 2013 - July 2015
Finance Club March 2012 - December 2012
SunTrust Robinson Humphrey May 2012 - August 2012
Carolina Style Ballet Company January 2011 - December 2011
Phi Mu Sorority December 2010 - December 2011
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2013
Bachelor of Science (BS), Business Administration
Akhil Akula Akhil Akula's SunTrust Robinson Humphrey Experience May 2011 - July 2011
Job Investment Banking Analyst at MTS Health Partners
Industry Investment Banking
Experience
MTS Health Partners, L.P. December 2014 - Present
Ziegler April 2013 - December 2014
Grant Thornton LLP November 2012 - April 2013
Deutsche Bank June 2012 - August 2012
SunTrust Robinson Humphrey May 2011 - July 2011
Optimal Solutions Technology July 2010 - August 2010
Walter Reid Army Institute Of Research June 2009 - August 2009
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Microsoft Excel, Research, Social Media, Access, Mergers & Acquisitions, PowerPoint, Bloomberg Terminal, Microsoft Office, Microsoft Word, Public Speaking, Valuation Modeling, DCF Valuation, LBO, Comparable Analysis, Due Diligence, Capital Raising, Capital IQ, ThomsonOne, Healthcare Industry, Credit Risk, Valuation, Investment Banking
Education
University of Richmond - Robins School of Business 2008 — 2012
Bachelor's Degree, Business Administration, Finance, Pre-Med
Flint Hill School 2004 — 2008
MTS Health Partners, L.P. December 2014 - Present
Ziegler April 2013 - December 2014
Grant Thornton LLP November 2012 - April 2013
Deutsche Bank June 2012 - August 2012
SunTrust Robinson Humphrey May 2011 - July 2011
Optimal Solutions Technology July 2010 - August 2010
Walter Reid Army Institute Of Research June 2009 - August 2009
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Microsoft Excel, Research, Social Media, Access, Mergers & Acquisitions, PowerPoint, Bloomberg Terminal, Microsoft Office, Microsoft Word, Public Speaking, Valuation Modeling, DCF Valuation, LBO, Comparable Analysis, Due Diligence, Capital Raising, Capital IQ, ThomsonOne, Healthcare Industry, Credit Risk, Valuation, Investment Banking
Education
University of Richmond - Robins School of Business 2008 — 2012
Bachelor's Degree, Business Administration, Finance, Pre-Med
Flint Hill School 2004 — 2008
Jennifer Hanners Jennifer Hanners's SunTrust Robinson Humphrey Experience June 2012 - October 2013
Job Associate at Lightfoot Capital Partners, LP
Industry Financial Services
Experience
Lightfoot Capital Partners, LP October 2013 - Present
SunTrust Robinson Humphrey June 2012 - October 2013
BlackRock May 2011 - August 2011
Congressman Greg Walden May 2009 - August 2009
Skills
Series 79 (Investment..., Series 63 (Uniform..., Microsoft Excel, PowerPoint, Stata, Marketing Strategy, Financial Analysis, Oil & Gas Industry, Portfolio Management, Research, Financial Modeling, Corporate Finance, Economics, Equity Research, Investment Banking
Education
University of North Carolina at Chapel Hill 2008 — 2012
Bachelor of Arts with Honors, Public Policy Analysis and Political Science
Lightfoot Capital Partners, LP October 2013 - Present
SunTrust Robinson Humphrey June 2012 - October 2013
BlackRock May 2011 - August 2011
Congressman Greg Walden May 2009 - August 2009
Skills
Series 79 (Investment..., Series 63 (Uniform..., Microsoft Excel, PowerPoint, Stata, Marketing Strategy, Financial Analysis, Oil & Gas Industry, Portfolio Management, Research, Financial Modeling, Corporate Finance, Economics, Equity Research, Investment Banking
Education
University of North Carolina at Chapel Hill 2008 — 2012
Bachelor of Arts with Honors, Public Policy Analysis and Political Science
Lauren Schaeffer's SunTrust Robinson Humphrey Experience June 2002 - May 2005
Job Senior Manager, Investor Relations at The Home Depot
Industry Investment Banking
Experience
The Home Depot August 2009 - April 2012
The Home Depot July 2007 - August 2009
UNC Chapel Hill 2005 - 2007
SunTrust Robinson Humphrey June 2002 - May 2005
Skills
Financial Analysis, Mergers, Financial Modeling, Strategic Planning, Valuation, Investor Relations, Mergers & Acquisitions, Investment Banking, Business Development
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2007
MBA, Finance
University of North Carolina at Chapel Hill 1998 — 2002
BSBA, Business
The Home Depot August 2009 - April 2012
The Home Depot July 2007 - August 2009
UNC Chapel Hill 2005 - 2007
SunTrust Robinson Humphrey June 2002 - May 2005
Skills
Financial Analysis, Mergers, Financial Modeling, Strategic Planning, Valuation, Investor Relations, Mergers & Acquisitions, Investment Banking, Business Development
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2007
MBA, Finance
University of North Carolina at Chapel Hill 1998 — 2002
BSBA, Business
Javier Davila's SunTrust Robinson Humphrey Experience January 2015 - Present
Job Senior Associate at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey January 2015 - Present
Boyne Capital Partners August 2011 - 2014
CVS Caremark Corporation August 2009 - August 2011
BMO Capital Markets July 2006 - July 2009
Citigroup 2003 - 2005
Merrill Lynch 2001 - 2004
Skills
Private Equity, Financial Modeling, Valuation, Corporate Development, Mergers, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2002 — 2006
Bachelor of Science in Economics, Finance and Management
SunTrust Robinson Humphrey January 2015 - Present
Boyne Capital Partners August 2011 - 2014
CVS Caremark Corporation August 2009 - August 2011
BMO Capital Markets July 2006 - July 2009
Citigroup 2003 - 2005
Merrill Lynch 2001 - 2004
Skills
Private Equity, Financial Modeling, Valuation, Corporate Development, Mergers, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2002 — 2006
Bachelor of Science in Economics, Finance and Management
Will Challas's SunTrust Robinson Humphrey Experience July 2010 - Present
Job Managing Director at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey July 2010 - Present
Bank of America August 2001 - 2010
Banc of America Securities 2001 - 2010
Banc of America Securites LLC 2001 - 2010
American Airlines 1996 - 1999
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1999 — 2001
MBA, Finance and Real Estate
Vanderbilt University 1992 — 1996
Los Altos High School 1988 — 1992
SunTrust Robinson Humphrey July 2010 - Present
Bank of America August 2001 - 2010
Banc of America Securities 2001 - 2010
Banc of America Securites LLC 2001 - 2010
American Airlines 1996 - 1999
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1999 — 2001
MBA, Finance and Real Estate
Vanderbilt University 1992 — 1996
Los Altos High School 1988 — 1992
Tracy Whelan (Kirincich)'s SunTrust Robinson Humphrey Experience April 1998 - December 2001
Job Independent Financial Professional
Industry Financial Services
Experience
SunTrust Robinson Humphrey April 1998 - December 2001
Smith Barney July 1993 - August 1996
Skills
Financial Modeling, Start-ups, Strategic Planning
Education
University of Virginia Darden School of Business 1995 — 1997
MBA, Finance
University of North Carolina at Chapel Hill 1989 — 1993
BS, Computer Science/Mathematics
SunTrust Robinson Humphrey April 1998 - December 2001
Smith Barney July 1993 - August 1996
Skills
Financial Modeling, Start-ups, Strategic Planning
Education
University of Virginia Darden School of Business 1995 — 1997
MBA, Finance
University of North Carolina at Chapel Hill 1989 — 1993
BS, Computer Science/Mathematics
Bob Rosenberger's SunTrust Robinson Humphrey Experience September 2001 - Present
Job Managing Director at SunTrust Robinson Humphrey
Industry Capital Markets
Experience
SunTrust Robinson Humphrey September 2001 - Present
SunTrust Robinson Humphrey 2001 - 2008
Bisys Financial Services August 1994 - September 2001
Alexander Key Investments, a division of SunTrust Capital Markets 1992 - 1995
Banc of America Securities May 1984 - September 1994
Skills
Capital Markets, Securities, Banking, Trading, Series 7, Equities, Derivatives, Fixed Income, Financial Services, Investment Banking, Series 63, Trading Systems, FX Options, Bloomberg, Mutual Funds, Options, Risk Management, Series 24
Education
University of South Carolina - The Moore School of Business 1982 — 1984
MBA, Finance
University of South Carolina-Columbia 1978 — 1980
BS, Accounting
SunTrust Robinson Humphrey September 2001 - Present
SunTrust Robinson Humphrey 2001 - 2008
Bisys Financial Services August 1994 - September 2001
Alexander Key Investments, a division of SunTrust Capital Markets 1992 - 1995
Banc of America Securities May 1984 - September 1994
Skills
Capital Markets, Securities, Banking, Trading, Series 7, Equities, Derivatives, Fixed Income, Financial Services, Investment Banking, Series 63, Trading Systems, FX Options, Bloomberg, Mutual Funds, Options, Risk Management, Series 24
Education
University of South Carolina - The Moore School of Business 1982 — 1984
MBA, Finance
University of South Carolina-Columbia 1978 — 1980
BS, Accounting
Daniel Laughlin, MBA's SunTrust Robinson Humphrey Experience July 2013 - December 2014
Job Director of Strategy and Development at John Deere Landscapes (a CD&R company)
Industry Building Materials
Experience
John Deere Landscapes LLC (a Clayton Dubilier & Rice Portfolio Company) December 2014 - Present
SunTrust Robinson Humphrey July 2013 - December 2014
Swisher Hygiene November 2012 - June 2013
Swisher Hygiene March 2011 - October 2012
Ecolab February 2009 - February 2011
Wachovia, A Wells Fargo Company May 2006 - December 2008
Wachovia, A Wells Fargo Company May 2004 - April 2006
Skills
Financial Modeling, Mergers & Acquisitions, Corporate Finance, Due Diligence, Strategic Planning, Business Development, Strategic Partnerships, Financial Analysis, Portfolio Management, Mergers, Valuation, Negotiation, New Business Development, Contract Negotiation, Business Strategy, Credit Analysis, Forecasting, Investment Banking, Credit, Strategy
Education
Wake Forest University School of Business 2007 — 2008
MBA, Business
University of North Carolina at Charlotte 2000 — 2004
BSBA in Finance and Accounting, Double Major Accounting and Finance
John Deere Landscapes LLC (a Clayton Dubilier & Rice Portfolio Company) December 2014 - Present
SunTrust Robinson Humphrey July 2013 - December 2014
Swisher Hygiene November 2012 - June 2013
Swisher Hygiene March 2011 - October 2012
Ecolab February 2009 - February 2011
Wachovia, A Wells Fargo Company May 2006 - December 2008
Wachovia, A Wells Fargo Company May 2004 - April 2006
Skills
Financial Modeling, Mergers & Acquisitions, Corporate Finance, Due Diligence, Strategic Planning, Business Development, Strategic Partnerships, Financial Analysis, Portfolio Management, Mergers, Valuation, Negotiation, New Business Development, Contract Negotiation, Business Strategy, Credit Analysis, Forecasting, Investment Banking, Credit, Strategy
Education
Wake Forest University School of Business 2007 — 2008
MBA, Business
University of North Carolina at Charlotte 2000 — 2004
BSBA in Finance and Accounting, Double Major Accounting and Finance
Timothy Blakley's SunTrust Robinson Humphrey Experience March 2013 - Present
Job Vice President, Corporate Banking at SunTrust Robinson Humphrey
Industry Banking
Experience
SunTrust Robinson Humphrey March 2013 - Present
SunTrust Robinson Humphrey March 2008 - March 2013
SunTrust Bank 2004 - 2009
Education
University of South Florida 2002 — 2004
MA, Economics
University of South Florida 1998 — 2002
BA, Economics
SunTrust Robinson Humphrey March 2013 - Present
SunTrust Robinson Humphrey March 2008 - March 2013
SunTrust Bank 2004 - 2009
Education
University of South Florida 2002 — 2004
MA, Economics
University of South Florida 1998 — 2002
BA, Economics
Susan Olmstead's SunTrust Robinson Humphrey Experience TPM for Consumer and PWMSunTrust Bank2012 - 2014
Job Business Analyst at SunTrust Robinson Humphrey
Industry Banking
Experience
SunTrust Robinson Humphrey TPM for Consumer and PWMSunTrust Bank2012 - 2014
SunTrust Bank 2012 - 2014
SunTrust Bank 2012 - 2014
SunTrust Bank 2012 - 2013
Education
University of South Florida 1985 — 1989
SunTrust Robinson Humphrey TPM for Consumer and PWMSunTrust Bank2012 - 2014
SunTrust Bank 2012 - 2014
SunTrust Bank 2012 - 2014
SunTrust Bank 2012 - 2013
Education
University of South Florida 1985 — 1989
Lara White's SunTrust Robinson Humphrey Experience July 1991 - August 2015
Job Managing Director, Regions Financial Corporation
Industry Banking
Experience
Regions Financial Corporation August 2015 - Present
SunTrust Robinson Humphrey July 1991 - August 2015
Southeast Bank June 1990 - June 1991
Skills
Credit, Commercial Lending, Management, Credit Analysis, Mergers & Acquisitions, Commercial Banking, Treasury Management, Loans, Portfolio Management, Investment Banking, New Business Development, Banking, Capital Markets, Risk Management, Underwriting, Financial Analysis
Education
University of South Florida 1986 — 1990
BS, Finance
Regions Financial Corporation August 2015 - Present
SunTrust Robinson Humphrey July 1991 - August 2015
Southeast Bank June 1990 - June 1991
Skills
Credit, Commercial Lending, Management, Credit Analysis, Mergers & Acquisitions, Commercial Banking, Treasury Management, Loans, Portfolio Management, Investment Banking, New Business Development, Banking, Capital Markets, Risk Management, Underwriting, Financial Analysis
Education
University of South Florida 1986 — 1990
BS, Finance
Delancier Black's SunTrust Robinson Humphrey Experience 2011 - Present
Job Technology Manager at SunTrust Robinson Humphrey
Industry Information Technology and Services
Experience
SunTrust Bank Support Desk ManagerSunTrust Robinson HumphreySeptember 2013 - Present
SunTrust Robinson Humphrey 2011 - Present
Georgias Own Credit Union 2010 - 2011
IBM Global Services July 2008 - 2010
SunTrust Banks, Inc. 2005 - 2008
Per-Se Technologies 2002 - 2005
Skills
Cisco Technologies, ITIL, Project Management, Servers, Active Directory, Technical Support, Windows, Process Improvement, Lotus Notes, System Administration, Network Administration, VMware, Visio, Disaster Recovery, Vendor Management, Business Analysis, HP, SharePoint, Windows Server, Troubleshooting, Operating Systems, Windows 7, Access
Education
University of Phoenix 2007 — 2009
Associates Of Arts, Information Technology
South Eastern Tech 2001 — 2003
SunTrust Bank Support Desk ManagerSunTrust Robinson HumphreySeptember 2013 - Present
SunTrust Robinson Humphrey 2011 - Present
Georgias Own Credit Union 2010 - 2011
IBM Global Services July 2008 - 2010
SunTrust Banks, Inc. 2005 - 2008
Per-Se Technologies 2002 - 2005
Skills
Cisco Technologies, ITIL, Project Management, Servers, Active Directory, Technical Support, Windows, Process Improvement, Lotus Notes, System Administration, Network Administration, VMware, Visio, Disaster Recovery, Vendor Management, Business Analysis, HP, SharePoint, Windows Server, Troubleshooting, Operating Systems, Windows 7, Access
Education
University of Phoenix 2007 — 2009
Associates Of Arts, Information Technology
South Eastern Tech 2001 — 2003
Alex Hambacher's SunTrust Robinson Humphrey Experience September 2006 - October 2007
Job Vice President at Corrum Capital
Industry Investment Management
Experience
Corrum Capital Management LLC January 2013 - Present
Sterling Stamos September 2010 - January 2013
Bank of America November 2007 - September 2010
SunTrust Robinson Humphrey September 2006 - October 2007
Sterling Capital Management June 2004 - September 2006
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2014
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2001 — 2004
Bachelor of Science (BS), Business Administration
Providence Day School 1994 — 2000
Corrum Capital Management LLC January 2013 - Present
Sterling Stamos September 2010 - January 2013
Bank of America November 2007 - September 2010
SunTrust Robinson Humphrey September 2006 - October 2007
Sterling Capital Management June 2004 - September 2006
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2014
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2001 — 2004
Bachelor of Science (BS), Business Administration
Providence Day School 1994 — 2000
Greg Ponder's SunTrust Robinson Humphrey Experience August 2003 - May 2006
Job AVP at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch May 2006 - Present
SunTrust Robinson Humphrey August 2003 - May 2006
Wachovia Securities September 1999 - August 2003
Education
University of North Carolina at Charlotte - Belk College of Business 1995 — 1999
Bachelor of Science (BS) BA, Finance
Bank of America Merrill Lynch May 2006 - Present
SunTrust Robinson Humphrey August 2003 - May 2006
Wachovia Securities September 1999 - August 2003
Education
University of North Carolina at Charlotte - Belk College of Business 1995 — 1999
Bachelor of Science (BS) BA, Finance
Ryan Hubbard's SunTrust Robinson Humphrey Experience April 2015 - Present
Job Director at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey April 2015 - Present
Stone Key Partners 2009 - April 2015
Morgan Stanley 2006 - 2009
Skills
Investment Banking, Mergers & Acquisitions, Deal Execution, Deal Structuring, Valuation, Due Diligence, Corporate Finance, Private Equity, Corporate Law, Financial Modeling, Leveraged Finance, Capital Markets
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2006
MBA, Finance
University of North Carolina School of Law 2002 — 2006
Juris Doctor with Honors
University of North Carolina at Chapel Hill 1996 — 2000
BS, Biology
SunTrust Robinson Humphrey April 2015 - Present
Stone Key Partners 2009 - April 2015
Morgan Stanley 2006 - 2009
Skills
Investment Banking, Mergers & Acquisitions, Deal Execution, Deal Structuring, Valuation, Due Diligence, Corporate Finance, Private Equity, Corporate Law, Financial Modeling, Leveraged Finance, Capital Markets
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2006
MBA, Finance
University of North Carolina School of Law 2002 — 2006
Juris Doctor with Honors
University of North Carolina at Chapel Hill 1996 — 2000
BS, Biology
Marie Freemyer's SunTrust Robinson Humphrey Experience July 2006 - October 2007
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2013 - Present
Austin Stock Research October 2007 - November 2013
SunTrust Robinson Humphrey July 2006 - October 2007
Education
University of North Carolina at Chapel Hill 2002 — 2006
BS, Business Administration
Ameriprise Financial Services, Inc. November 2013 - Present
Austin Stock Research October 2007 - November 2013
SunTrust Robinson Humphrey July 2006 - October 2007
Education
University of North Carolina at Chapel Hill 2002 — 2006
BS, Business Administration
John Sadowski's SunTrust Robinson Humphrey Experience 2001 - 2006
Job Managing Director at Walnut Grove Partners
Industry Investment Management
Experience
Gatten Sadowski Inc. 2007 - 2011
Cantor Fitzgerald 2006 - 2007
SunTrust Robinson Humphrey 2001 - 2006
Skills
Fixed Income, Hedge Funds, Bonds, Trading, Structured Finance, Derivatives, ABS, Alternative Investments, Series 24, Series 7, Bloomberg, Business Development, Risk Management
Education
University of Notre Dame 1998 — 2002
Finance
Christian Brothers High School 1994 — 1998
Gatten Sadowski Inc. 2007 - 2011
Cantor Fitzgerald 2006 - 2007
SunTrust Robinson Humphrey 2001 - 2006
Skills
Fixed Income, Hedge Funds, Bonds, Trading, Structured Finance, Derivatives, ABS, Alternative Investments, Series 24, Series 7, Bloomberg, Business Development, Risk Management
Education
University of Notre Dame 1998 — 2002
Finance
Christian Brothers High School 1994 — 1998
Caleb Keenan's SunTrust Robinson Humphrey Experience 2000 - 2004
Job Financial Director at LeCesse Development Corp.
Industry Commercial Real Estate
Experience
LeCesse Development Corp. 2014 - Present
Eggrock Modular Solutions 2010 - 2013
KHS&S Contractors 2008 - 2010
Keenan Investments, Ltd. 2004 - 2008
SunTrust Robinson Humphrey 2000 - 2004
Skills
Strategic Planning, Operations Management, Sales Management, Contract Negotiation, New Business Development, Negotiation, Subcontracting, Team Leadership, Contract Management
Education
University of Notre Dame - Mendoza College of Business
B.B.A., Finance & Business Economics
LeCesse Development Corp. 2014 - Present
Eggrock Modular Solutions 2010 - 2013
KHS&S Contractors 2008 - 2010
Keenan Investments, Ltd. 2004 - 2008
SunTrust Robinson Humphrey 2000 - 2004
Skills
Strategic Planning, Operations Management, Sales Management, Contract Negotiation, New Business Development, Negotiation, Subcontracting, Team Leadership, Contract Management
Education
University of Notre Dame - Mendoza College of Business
B.B.A., Finance & Business Economics
Randy Warren's SunTrust Robinson Humphrey Experience November 2007 - Present
Job Director at SunTrust Robinson Humphrey
Industry Banking
Experience
SunTrust Robinson Humphrey November 2007 - Present
Wachovia Bank, NA January 1997 - October 2007
Wachovia Bank June 1990 - January 1997
Skills
Banking, Portfolio Management, Investment Banking, FX Options, Sales, Capital Markets, Risk Management
Education
University of South Carolina-Columbia 1984 — 1988
BS, Business Administration
SunTrust Robinson Humphrey November 2007 - Present
Wachovia Bank, NA January 1997 - October 2007
Wachovia Bank June 1990 - January 1997
Skills
Banking, Portfolio Management, Investment Banking, FX Options, Sales, Capital Markets, Risk Management
Education
University of South Carolina-Columbia 1984 — 1988
BS, Business Administration
Tobey Sommer's SunTrust Robinson Humphrey Experience August 2001 - Present
Job Director at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey August 2001 - Present
E. J. Krause do Brasil June 1996 - June 1999
E.J. Krause & Associates August 1994 - June 1996
Skills
Financial Modeling, Market Analysis, Competitive Analysis, Statistical Modeling, Valuation, Equity Research, Equities, Capital Markets, Investments, Venture Capital, Portfolio Management, Bloomberg, Management, Business Strategy
Education
Vanderbilt University 1999 — 2001
MBA, Finance
University of Richmond 1986 — 1990
BA, Economics
SunTrust Robinson Humphrey August 2001 - Present
E. J. Krause do Brasil June 1996 - June 1999
E.J. Krause & Associates August 1994 - June 1996
Skills
Financial Modeling, Market Analysis, Competitive Analysis, Statistical Modeling, Valuation, Equity Research, Equities, Capital Markets, Investments, Venture Capital, Portfolio Management, Bloomberg, Management, Business Strategy
Education
Vanderbilt University 1999 — 2001
MBA, Finance
University of Richmond 1986 — 1990
BA, Economics
patrick kellachan's SunTrust Robinson Humphrey Experience July 2012 - Present
Job DirectorEquity Sales Trading at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey July 2012 - Present
B. Riley & Co. October 2011 - June 2012
Merriman Capital January 2009 - October 2011
Wall Street Access July 2005 - November 2008
Merrill Lynch March 2004 - July 2005
Morgan Stanley August 1993 - March 2004
Skills
Series 7, Series 63, Hedge Funds, Equities, Capital Markets, Trading, Bloomberg, Securities, Equity Trading, Investments, Fixed Income, Series 24
Education
University of Scranton 1987 — 1991
b.s, political science
iona prep
iona prep
SunTrust Robinson Humphrey July 2012 - Present
B. Riley & Co. October 2011 - June 2012
Merriman Capital January 2009 - October 2011
Wall Street Access July 2005 - November 2008
Merrill Lynch March 2004 - July 2005
Morgan Stanley August 1993 - March 2004
Skills
Series 7, Series 63, Hedge Funds, Equities, Capital Markets, Trading, Bloomberg, Securities, Equity Trading, Investments, Fixed Income, Series 24
Education
University of Scranton 1987 — 1991
b.s, political science
iona prep
iona prep
Parri Spector's SunTrust Robinson Humphrey Experience November 2014 - Present
Job Managing Director, Insurance Investment Banking at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey November 2014 - Present
Keefe, Bruyette & Woods July 2004 - August 2014
Securitas Capital July 1997 - July 2004
Skills
Investment Banking, Capital Markets, Valuation, Private Equity, Mergers & Acquisitions, Insurance, Strategy, Financial Advisory
Education
University of Pennsylvania - The Wharton School 1993 — 1997
BSE, Insurance and Healthcare Management
Marple Newtown Senior High School 1989 — 1993
SunTrust Robinson Humphrey November 2014 - Present
Keefe, Bruyette & Woods July 2004 - August 2014
Securitas Capital July 1997 - July 2004
Skills
Investment Banking, Capital Markets, Valuation, Private Equity, Mergers & Acquisitions, Insurance, Strategy, Financial Advisory
Education
University of Pennsylvania - The Wharton School 1993 — 1997
BSE, Insurance and Healthcare Management
Marple Newtown Senior High School 1989 — 1993
Dave Felty's SunTrust Robinson Humphrey Experience September 2010 - Present
Job Managing Director at SunTrust Robinson Humphrey
Industry Banking
Experience
SunTrust Robinson Humphrey September 2010 - Present
Columbus Nova April 2006 - September 2010
Wachovia Securities 2000 - 2006
Price Waterhouse Coopers 1996 - 1998
Price Waterhouse 1992 - 1995
Skills
Leveraged Finance, LBO, Buyouts, Deal Execution, Capital Markets, Capital Raising, Acquisitions, Finance, Capital, Private Equity, Mezzanine, Investments, Banking Relationships, Debt Restructuring
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA, Finance
Virginia Polytechnic Institute and State University - Pamplin College of Business
BS, Accounting
SunTrust Robinson Humphrey September 2010 - Present
Columbus Nova April 2006 - September 2010
Wachovia Securities 2000 - 2006
Price Waterhouse Coopers 1996 - 1998
Price Waterhouse 1992 - 1995
Skills
Leveraged Finance, LBO, Buyouts, Deal Execution, Capital Markets, Capital Raising, Acquisitions, Finance, Capital, Private Equity, Mezzanine, Investments, Banking Relationships, Debt Restructuring
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA, Finance
Virginia Polytechnic Institute and State University - Pamplin College of Business
BS, Accounting
Sheridan Reese's SunTrust Robinson Humphrey Experience
Job Director of Fixed Income Sales at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey
Skills
Series 7, Fixed Income, Bloomberg, Capital Markets, Bonds, Financial Markets, Securities, Investments, Cash Management
Education
University of Richmond - Robins School of Business
SunTrust Robinson Humphrey
Skills
Series 7, Fixed Income, Bloomberg, Capital Markets, Bonds, Financial Markets, Securities, Investments, Cash Management
Education
University of Richmond - Robins School of Business
Stacy Rowland's SunTrust Robinson Humphrey Experience June 2012 - Present
Job Director at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey June 2012 - Present
Raymond James Financial May 2009 - July 2012
Wachovia Securities, LLC December 1993 - March 2009
First Union Securities 1993 - 2001
Skills
Fixed Income, Capital Markets, Bonds, Series 7, Hedge Funds, MBS, Securities, Trading, Bloomberg, Alternative Investments, Series 63, Derivatives, Structured Products, Series 24, ABS, Investments, Equities
Education
University of North Carolina at Chapel Hill 1985 — 1989
BA, Economics
SunTrust Robinson Humphrey June 2012 - Present
Raymond James Financial May 2009 - July 2012
Wachovia Securities, LLC December 1993 - March 2009
First Union Securities 1993 - 2001
Skills
Fixed Income, Capital Markets, Bonds, Series 7, Hedge Funds, MBS, Securities, Trading, Bloomberg, Alternative Investments, Series 63, Derivatives, Structured Products, Series 24, ABS, Investments, Equities
Education
University of North Carolina at Chapel Hill 1985 — 1989
BA, Economics
Kira Deter's SunTrust Robinson Humphrey Experience December 2014 - Present
Job Director at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey December 2014 - Present
PNC Debt Capital Markets March 2012 - June 2014
RBC Bank August 2010 - March 2012
Wachovia Securities, LLC July 2002 - May 2009
Bank of America June 1996 - May 2000
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2000 — 2002
MBA, Finance
Washington University in St. Louis 1992 — 1996
BSBA, Finance
SunTrust Robinson Humphrey December 2014 - Present
PNC Debt Capital Markets March 2012 - June 2014
RBC Bank August 2010 - March 2012
Wachovia Securities, LLC July 2002 - May 2009
Bank of America June 1996 - May 2000
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2000 — 2002
MBA, Finance
Washington University in St. Louis 1992 — 1996
BSBA, Finance
John Stilmar's SunTrust Robinson Humphrey Experience August 2008 - July 2012
Job Corporate Development at Ares Management
Industry Investment Banking
Experience
Ares Management March 2013 - Present
JMP Securities July 2012 - March 2013
SunTrust Robinson Humphrey August 2008 - July 2012
Friedman Billings Ramsey 2004 - 2008
Capital One August 1998 - December 2004
Skills
Financial Modeling, Portfolio Management, Mergers, Investment Banking, Capital Markets, Equities, Investments, Derivatives, Fixed Income, Financial Services, Corporate Development, Equity Research, Mergers & Acquisitions, Due Diligence, Financial Analysis, Hedge Funds, IPO, Securities, Asset Management, LBO, Financial Markets, Private Equity, Structured Finance, Valuation, Banking, Series 7, Alternative Investments, Financial Structuring, Equity Valuation, Finance, Leveraged Finance, Business Valuation, Corporate Finance, DCF, Emerging Markets, Structured Products, Investor Relations, Series 63, Bloomberg, Trading, Credit Risk, Private Placements, Venture Capital, Investment Management, M&A experience
Education
University of Richmond 1994 — 1998
Business
Ares Management March 2013 - Present
JMP Securities July 2012 - March 2013
SunTrust Robinson Humphrey August 2008 - July 2012
Friedman Billings Ramsey 2004 - 2008
Capital One August 1998 - December 2004
Skills
Financial Modeling, Portfolio Management, Mergers, Investment Banking, Capital Markets, Equities, Investments, Derivatives, Fixed Income, Financial Services, Corporate Development, Equity Research, Mergers & Acquisitions, Due Diligence, Financial Analysis, Hedge Funds, IPO, Securities, Asset Management, LBO, Financial Markets, Private Equity, Structured Finance, Valuation, Banking, Series 7, Alternative Investments, Financial Structuring, Equity Valuation, Finance, Leveraged Finance, Business Valuation, Corporate Finance, DCF, Emerging Markets, Structured Products, Investor Relations, Series 63, Bloomberg, Trading, Credit Risk, Private Placements, Venture Capital, Investment Management, M&A experience
Education
University of Richmond 1994 — 1998
Business
Van Knick's SunTrust Robinson Humphrey Experience 1993 - 2009
Job Senior Vice President at Capital One
Industry Banking
Experience
Capital One 2010 - Present
SunTrust Robinson Humphrey 1993 - 2009
Education
University of Richmond 1984 — 1988
Episcopal High School
Capital One 2010 - Present
SunTrust Robinson Humphrey 1993 - 2009
Education
University of Richmond 1984 — 1988
Episcopal High School
Mario Lipari's SunTrust Robinson Humphrey Experience July 2015 - Present
Job Senior Analyst Investment Grade Debt Capital Markets
Industry Investment Banking
Experience
SunTrust Robinson Humphrey July 2015 - Present
SunTrust Robinson Humphrey July 2013 - July 2015
University of Richmond August 2009 - May 2013
Cowen and Company June 2012 - August 2012
Tremor Video May 2011 - August 2011
Tremor Media May 2010 - August 2010
Education
University of Richmond - Robins School of Business 2009 — 2013
Bachelor of Science Business Administration (B.S.B.A), Concentration Finance; Minor Leadership Studies, Cum Laude
Chaminade High School 2005 — 2009
SunTrust Robinson Humphrey July 2015 - Present
SunTrust Robinson Humphrey July 2013 - July 2015
University of Richmond August 2009 - May 2013
Cowen and Company June 2012 - August 2012
Tremor Video May 2011 - August 2011
Tremor Media May 2010 - August 2010
Education
University of Richmond - Robins School of Business 2009 — 2013
Bachelor of Science Business Administration (B.S.B.A), Concentration Finance; Minor Leadership Studies, Cum Laude
Chaminade High School 2005 — 2009
Julie Dykstra's SunTrust Robinson Humphrey Experience October 2012 - Present
Job Capital Markets Application Development Specialist at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey October 2012 - Present
SunTrust Robinson Humphrey May 2006 - October 2012
Wells Fargo Institutional Brokerage & Sales February 2002 - May 2006
Wachovia Bank August 1999 - February 2002
Skills
FINRA Series 7 License, FINRA Series 63 License, Project Management, Business Analysis, Business Process..., Risk Management, Requirements Management, Requirements Gathering, Requirements Analysis, Functional Requirements, Data Analysis, Mathematical Modeling, Statistical Data..., Quality Auditing, Quality Assurance, Process Efficiency, Capital Markets, Fixed Income, FINRA, Bloomberg, Investment Banking, Series 7, Equities, Series 63, Derivatives
Education
University of Northern Colorado
Bachelor's degree, Actuarial Science / Applied Statistics
SunTrust Robinson Humphrey October 2012 - Present
SunTrust Robinson Humphrey May 2006 - October 2012
Wells Fargo Institutional Brokerage & Sales February 2002 - May 2006
Wachovia Bank August 1999 - February 2002
Skills
FINRA Series 7 License, FINRA Series 63 License, Project Management, Business Analysis, Business Process..., Risk Management, Requirements Management, Requirements Gathering, Requirements Analysis, Functional Requirements, Data Analysis, Mathematical Modeling, Statistical Data..., Quality Auditing, Quality Assurance, Process Efficiency, Capital Markets, Fixed Income, FINRA, Bloomberg, Investment Banking, Series 7, Equities, Series 63, Derivatives
Education
University of Northern Colorado
Bachelor's degree, Actuarial Science / Applied Statistics
Craig C. MacKay's SunTrust Robinson Humphrey Experience July 2003 - June 2006
Job Managing Director at England & Company
Industry Financial Services
Experience
Oppenheimer & Co. (formerly CIBC World Markets) June 2006 - December 2011
SunTrust Robinson Humphrey July 2003 - June 2006
HNY Associates, LLC February 1996 - June 2003
General Foods Corp. 1984 - 1986
Skills
Origination, Deal Structuring, Private Placements, Credit Analysis, Business Strategy, Turn Around Management, Client Development, Capital Markets, Private Equity, Investment Banking, Corporate Finance, Leveraged Finance, Portfolio Management, Investments, Equities, Valuation, Alternative Investments, Financial Structuring, Negotiation, Restructuring, Banking, Executive Management, Loan Origination, Financial Modeling, Structured Finance, Mergers & Acquisitions, Finance, High Yield, Mezzanine, Project Finance, Syndications, Securitization, Loans, Asset Based Lending, Series 7, Capital Raising, Strategy, Venture Capital, Acquisitions, Bonds, Emerging Markets, Fixed Income
Education
University of Pennsylvania - The Wharton School 1987 — 1989
MBA
University of Pennsylvania - The Wharton School 1980 — 1984
B.S. Economics
Oppenheimer & Co. (formerly CIBC World Markets) June 2006 - December 2011
SunTrust Robinson Humphrey July 2003 - June 2006
HNY Associates, LLC February 1996 - June 2003
General Foods Corp. 1984 - 1986
Skills
Origination, Deal Structuring, Private Placements, Credit Analysis, Business Strategy, Turn Around Management, Client Development, Capital Markets, Private Equity, Investment Banking, Corporate Finance, Leveraged Finance, Portfolio Management, Investments, Equities, Valuation, Alternative Investments, Financial Structuring, Negotiation, Restructuring, Banking, Executive Management, Loan Origination, Financial Modeling, Structured Finance, Mergers & Acquisitions, Finance, High Yield, Mezzanine, Project Finance, Syndications, Securitization, Loans, Asset Based Lending, Series 7, Capital Raising, Strategy, Venture Capital, Acquisitions, Bonds, Emerging Markets, Fixed Income
Education
University of Pennsylvania - The Wharton School 1987 — 1989
MBA
University of Pennsylvania - The Wharton School 1980 — 1984
B.S. Economics
Bennett Sands's SunTrust Robinson Humphrey Experience August 1998 - May 2001
Job Director at Wood Partners
Industry Real Estate
Experience
Wood Partners September 2003 - Present
SunTrust Robinson Humphrey August 1998 - May 2001
Skills
Real Estate Development, Construction Management, Land Acquisition, Property Management, Disposition, Real Estate, Leases
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2001 — 2003
MBA, Real estate
Vanderbilt University 1994 — 1998
Bachelor of Arts, Economics, Business Administration
lovett
Wood Partners September 2003 - Present
SunTrust Robinson Humphrey August 1998 - May 2001
Skills
Real Estate Development, Construction Management, Land Acquisition, Property Management, Disposition, Real Estate, Leases
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2001 — 2003
MBA, Real estate
Vanderbilt University 1994 — 1998
Bachelor of Arts, Economics, Business Administration
lovett
Shannon Motley's SunTrust Robinson Humphrey Experience September 2010 - May 2011
Job Associate Merchant at The Home Depot
Industry Retail
Experience
The Home Depot Manager, Assortment Planning - FlooringThe Home DepotJanuary 2014 - January 2015
The Home Depot April 2013 - January 2014
Home Depot June 2011 - April 2013
SunTrust Robinson Humphrey September 2010 - May 2011
SunTrust Robinson Humphrey June 2008 - September 2010
Skills
Finance, Process Improvement, Leadership
Education
University of North Carolina at Chapel Hill 2004 — 2008
Bachelor of Science (BS), Business Administration
Lovett
The Home Depot Manager, Assortment Planning - FlooringThe Home DepotJanuary 2014 - January 2015
The Home Depot April 2013 - January 2014
Home Depot June 2011 - April 2013
SunTrust Robinson Humphrey September 2010 - May 2011
SunTrust Robinson Humphrey June 2008 - September 2010
Skills
Finance, Process Improvement, Leadership
Education
University of North Carolina at Chapel Hill 2004 — 2008
Bachelor of Science (BS), Business Administration
Lovett
Shahir Amin's SunTrust Robinson Humphrey Experience July 2013 - June 2015
Job Analyst, Private Investments at UNC Management Company
Industry Investment Management
Experience
UNC Management Company August 2015 - Present
SunTrust Robinson Humphrey July 2013 - June 2015
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2012
B.S., Business Administration (Finance)
UNC Management Company August 2015 - Present
SunTrust Robinson Humphrey July 2013 - June 2015
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2012
B.S., Business Administration (Finance)
Hugh Ogburn, CFA's SunTrust Robinson Humphrey Experience July 2010 - September 2011
Job Associate at Goldman Sachs & Co.
Industry Financial Services
Experience
Goldman Sachs September 2011 - Present
SunTrust Robinson Humphrey July 2010 - September 2011
RBC Capital Advisors June 2008 - August 2008
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2010
Master's, Accounting
Washington and Lee University 2005 — 2009
Bachelor of Science, Business Administration
Goldman Sachs September 2011 - Present
SunTrust Robinson Humphrey July 2010 - September 2011
RBC Capital Advisors June 2008 - August 2008
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2010
Master's, Accounting
Washington and Lee University 2005 — 2009
Bachelor of Science, Business Administration
ed byrd's SunTrust Robinson Humphrey Experience 1980 - 2005
Job sales at Pritchard Capital Partners
Industry Financial Services
Experience
Pritchard Capital Partners salesFIG Partners2012 - 2015
SunTrust Robinson Humphrey 1980 - 2005
Education
University of South Carolina-Columbia
Pritchard Capital Partners salesFIG Partners2012 - 2015
SunTrust Robinson Humphrey 1980 - 2005
Education
University of South Carolina-Columbia
Carolyn Hern's SunTrust Robinson Humphrey Experience 2011 - 2012
Job
Industry Health, Wellness and Fitness
Experience
Pure Barre Clemmons June 2014 - Present
Pure Barre Winston-Salem 2012 - Present
SunTrust Robinson Humphrey 2011 - 2012
Wells Fargo Securities 2009 - 2011
U.S. House of Representatives 2004 - 2007
Mac Collins for U.S. Senate 2003 - 2004
Saxby Chambliss for U.S. Senate 2002 - 2003
National Republican Congressional Committee 2001 - 2002
U.S. House of Representatives 2000 - 2001
Skills
Investment Banking, Energy, Financial Modeling, Research, PowerPoint, Coaching, Strategic Consulting, Start-ups, Strategy, Fundraising, Financial Analysis, Management Consulting, Business Strategy, Strategic Planning, Entrepreneurship, Business Development, Marketing, Public Speaking
Education
Wake Forest University School of Business 2007 — 2009
MBA, Finance
University of Puget Sound 1996 — 2000
BA, Politics and Government / Art
Highland Park High School 1994 — 1996
Pure Barre Clemmons June 2014 - Present
Pure Barre Winston-Salem 2012 - Present
SunTrust Robinson Humphrey 2011 - 2012
Wells Fargo Securities 2009 - 2011
U.S. House of Representatives 2004 - 2007
Mac Collins for U.S. Senate 2003 - 2004
Saxby Chambliss for U.S. Senate 2002 - 2003
National Republican Congressional Committee 2001 - 2002
U.S. House of Representatives 2000 - 2001
Skills
Investment Banking, Energy, Financial Modeling, Research, PowerPoint, Coaching, Strategic Consulting, Start-ups, Strategy, Fundraising, Financial Analysis, Management Consulting, Business Strategy, Strategic Planning, Entrepreneurship, Business Development, Marketing, Public Speaking
Education
Wake Forest University School of Business 2007 — 2009
MBA, Finance
University of Puget Sound 1996 — 2000
BA, Politics and Government / Art
Highland Park High School 1994 — 1996
Clark Hillenbrand's SunTrust Robinson Humphrey Experience June 2014 - August 2014
Job Investment Banking Analyst at Harris Williams & Co.
Industry Financial Services
Experience
SunTrust Robinson Humphrey June 2014 - August 2014
Harris Williams & Co. May 2014 - May 2014
Shore Morgan Young Wealth Strategies May 2013 - August 2013
PwC June 2013 - June 2013
G&J Pepsi Cola Bottling Company May 2011 - August 2012
Education
University of Richmond 2011 — 2015
Bachelor’s Degree
New Albany High School 2008 — 2011
SunTrust Robinson Humphrey June 2014 - August 2014
Harris Williams & Co. May 2014 - May 2014
Shore Morgan Young Wealth Strategies May 2013 - August 2013
PwC June 2013 - June 2013
G&J Pepsi Cola Bottling Company May 2011 - August 2012
Education
University of Richmond 2011 — 2015
Bachelor’s Degree
New Albany High School 2008 — 2011
Jason Roof's SunTrust Robinson Humphrey Experience December 2005 - Present
Job VP Financial Risk Management (Interest Rate Derivatives & FX) at SunTrust Robinson Humphrey
Industry
Experience
SunTrust Robinson Humphrey December 2005 - Present
The South Financial Group September 2002 - December 2005
Skills
Interest Rate..., Interest Rate Risk..., Interest Rate Swaps, Interest Rate Hedging, Foreign Exchange, Foreign Exchange Risk..., FX Hedging, Foreign Languages, Financial Services, Consultative Selling, German, Spanish, FX Options
Education
University of South Carolina - Darla Moore School of Business 2000 — 2002
Master of Business Administration (MBA), International Masters of Business Administration; German language
University of South Carolina-Columbia 1991 — 1998
Bachelor of Science, Civil Engineering
SunTrust Robinson Humphrey December 2005 - Present
The South Financial Group September 2002 - December 2005
Skills
Interest Rate..., Interest Rate Risk..., Interest Rate Swaps, Interest Rate Hedging, Foreign Exchange, Foreign Exchange Risk..., FX Hedging, Foreign Languages, Financial Services, Consultative Selling, German, Spanish, FX Options
Education
University of South Carolina - Darla Moore School of Business 2000 — 2002
Master of Business Administration (MBA), International Masters of Business Administration; German language
University of South Carolina-Columbia 1991 — 1998
Bachelor of Science, Civil Engineering
Jeff McNeill's SunTrust Robinson Humphrey Experience September 2015 - Present
Job Managing Director at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey September 2015 - Present
SunTrust Robinson Humphrey July 2012 - August 2015
Linden Thomas & Company July 2006 - June 2012
Bank of America and predecessors NationsBank and NCNB June 1989 - June 2006
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1987 — 1989
Master of Business Administration (MBA)
Wake Forest University 1980 — 1984
Bachelor of Science (BS), Business
SunTrust Robinson Humphrey September 2015 - Present
SunTrust Robinson Humphrey July 2012 - August 2015
Linden Thomas & Company July 2006 - June 2012
Bank of America and predecessors NationsBank and NCNB June 1989 - June 2006
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1987 — 1989
Master of Business Administration (MBA)
Wake Forest University 1980 — 1984
Bachelor of Science (BS), Business
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY