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
Lisa Garling Lisa Garling's SunTrust Robinson Humphrey Experience October 2014 - Present
Job Director at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey October 2014 - Present
RBS Citizens February 2012 - Present
Federal Deposit Insurance Corporation September 2010 - March 2012
Joseph Associates International, Inc. January 2010 - September 2010
Scotiabank Global Banking and Markets 1993 - 2007
Continental Bank January 1990 - August 1993
Lloyds TSB Bank plc June 1990 - December 1990
Skills
Portfolio Management, Mergers & Acquisitions, Valuation, Credit, Banking, Financial Services, Equities, Credit Risk, CRM, Restructuring, Business Development, Executive Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA
University of Michigan
BA
SunTrust Robinson Humphrey October 2014 - Present
RBS Citizens February 2012 - Present
Federal Deposit Insurance Corporation September 2010 - March 2012
Joseph Associates International, Inc. January 2010 - September 2010
Scotiabank Global Banking and Markets 1993 - 2007
Continental Bank January 1990 - August 1993
Lloyds TSB Bank plc June 1990 - December 1990
Skills
Portfolio Management, Mergers & Acquisitions, Valuation, Credit, Banking, Financial Services, Equities, Credit Risk, CRM, Restructuring, Business Development, Executive Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA
University of Michigan
BA
Chris Pettiglio Chris Pettiglio's SunTrust Robinson Humphrey Experience June 2014 - Present
Job Corporate Banking Analyst at SunTrust Robinson Humphrey
Industry Banking
Experience
SunTrust Robinson Humphrey June 2014 - Present
Davidson College August 2011 - December 2011
Education
Davidson College 2010 — 2014
Bachelor of Arts (B.A.), Economics with Minor in Mathematics
Bishop Guertin High School 2006 — 2010
SunTrust Robinson Humphrey June 2014 - Present
Davidson College August 2011 - December 2011
Education
Davidson College 2010 — 2014
Bachelor of Arts (B.A.), Economics with Minor in Mathematics
Bishop Guertin High School 2006 — 2010
Janak Melvani Janak Melvani's SunTrust Robinson Humphrey Experience January 2015 - Present
Job Vice President, High Yield Sales and Trading
Industry Investment Banking
Experience
SunTrust Robinson Humphrey January 2015 - Present
Federal Reserve Bank of New York July 2013 - January 2015
Deutsche Bank June 2012 - August 2012
Merrill Lynch 2005 - 2011
Spike Trading 2004 - 2005
Skills
Equities, Fixed Income, Capital Markets, Investments, Financial Modeling, Swaps, Bloomberg, Trading
Education
Columbia University - Columbia Business School 2011 — 2013
Master of Business Administration (MBA), Finance and Economics
University of Chicago 2003 — 2004
Master of Arts (M.A.), Humanities/Humanistic Studies, 3.8
Vanderbilt University
Bachelor of Arts (B.A.), English Literature, 3.7
SunTrust Robinson Humphrey January 2015 - Present
Federal Reserve Bank of New York July 2013 - January 2015
Deutsche Bank June 2012 - August 2012
Merrill Lynch 2005 - 2011
Spike Trading 2004 - 2005
Skills
Equities, Fixed Income, Capital Markets, Investments, Financial Modeling, Swaps, Bloomberg, Trading
Education
Columbia University - Columbia Business School 2011 — 2013
Master of Business Administration (MBA), Finance and Economics
University of Chicago 2003 — 2004
Master of Arts (M.A.), Humanities/Humanistic Studies, 3.8
Vanderbilt University
Bachelor of Arts (B.A.), English Literature, 3.7
Marcus Sirmans Marcus Sirmans's SunTrust Robinson Humphrey Experience December 2013 - December 2014
Job Global Equity Research Sales
Industry Financial Services
Experience
IRC Securities January 2015 - Present
SunTrust Robinson Humphrey December 2013 - December 2014
J.P. Morgan May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Data Analysis, Teamwork, Financial Analysis, Leadership, Spanish, Investment Banking
Education
University of Rochester 2009 — 2013
Dual major in International Relations & Business
IES Abroad 2012 — 2012
Semester Abroad Argentina, International Business
University of California, Los Angeles 2011 — 2011
Summer Session, International/Global Studies
Dartmouth College - The Tuck School of Business at Dartmouth 2008 — 2008
LEAD program- Summer Business Institute
Columbia University in the City of New York 2005 — 2007
Pre-College Scholar, Science, Technology and Engineering Program
IRC Securities January 2015 - Present
SunTrust Robinson Humphrey December 2013 - December 2014
J.P. Morgan May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Data Analysis, Teamwork, Financial Analysis, Leadership, Spanish, Investment Banking
Education
University of Rochester 2009 — 2013
Dual major in International Relations & Business
IES Abroad 2012 — 2012
Semester Abroad Argentina, International Business
University of California, Los Angeles 2011 — 2011
Summer Session, International/Global Studies
Dartmouth College - The Tuck School of Business at Dartmouth 2008 — 2008
LEAD program- Summer Business Institute
Columbia University in the City of New York 2005 — 2007
Pre-College Scholar, Science, Technology and Engineering Program
Thomas Greer Thomas Greer's SunTrust Robinson Humphrey Experience 2000 - 2002
Job Partner at Fulcrum Equity Partners
Industry Venture Capital & Private Equity
Experience
Fulcrum Equity Partners 2006 - Present
Regency Healthcare Group 2002 - 2006
SunTrust Robinson Humphrey 2000 - 2002
Eli Lilly and Company 1998 - 1999
KPMG Health Ventures 1993 - 1998
Education
Wake Forest University
Master of Business Administration (MBA)
Clemson University
BS Finance
Fulcrum Equity Partners 2006 - Present
Regency Healthcare Group 2002 - 2006
SunTrust Robinson Humphrey 2000 - 2002
Eli Lilly and Company 1998 - 1999
KPMG Health Ventures 1993 - 1998
Education
Wake Forest University
Master of Business Administration (MBA)
Clemson University
BS Finance
Kirsten Lee Kirsten Lee's SunTrust Robinson Humphrey Experience February 2013 - Present
Job Portfolio Management Analyst at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey February 2013 - Present
Fin'n'Filet February 2008 - December 2012
SunTrust Robinson Humphrey May 2012 - July 2012
Sigma Kappa Sorority- Kappa Pi chapter January 2011 - January 2012
Skills
Financial Analysis, Financial Modeling, Portfolio Management, Credit Analysis
Education
Clemson University - College of Business and Behavioral Science 2009 — 2012
Bachelor of Science, Financial Management
SunTrust Robinson Humphrey February 2013 - Present
Fin'n'Filet February 2008 - December 2012
SunTrust Robinson Humphrey May 2012 - July 2012
Sigma Kappa Sorority- Kappa Pi chapter January 2011 - January 2012
Skills
Financial Analysis, Financial Modeling, Portfolio Management, Credit Analysis
Education
Clemson University - College of Business and Behavioral Science 2009 — 2012
Bachelor of Science, Financial Management
Jason Stewart Jason Stewart's SunTrust Robinson Humphrey Experience July 2011 - 2014
Job Senior Vice President/Senior Business Development Officer at PNC Business Credit
Industry Financial Services
Experience
PNC Business Credit June 2015 - Present
Twin Creeks Capital Advisors, LLC May 2015 - June 2015
First Capital August 2014 - April 2015
SunTrust Robinson Humphrey July 2011 - 2014
Enerven Compression March 2010 - June 2011
CIT Energy April 2008 - March 2010
CIT Commercial & Industrial July 2005 - April 2008
Themis Capital Corporation January 2002 - July 2005
Skills
Asset Based Lending, Leveraged Finance, Deal Structuring, Underwriting, Portfolio Management, Loan Origination, Private Equity, Negotiation, Mergers, Banking, Recapitalizations, Commercial Lending, Restructuring, Working Capital..., Credit, Finance, Mergers & Acquisitions, Loans, Capital, Syndications, Cash Flow, Commercial Banking, Funding, Structured Finance, Corporate Finance, Financial Structuring, LBO, Credit Analysis, Due Diligence, Financial Modeling
Education
Southern Methodist University - Cox School of Business 1995 — 1998
MBA, Finance
Colorado State University 1986 — 1990
Bachelor Science, Accounting
PNC Business Credit June 2015 - Present
Twin Creeks Capital Advisors, LLC May 2015 - June 2015
First Capital August 2014 - April 2015
SunTrust Robinson Humphrey July 2011 - 2014
Enerven Compression March 2010 - June 2011
CIT Energy April 2008 - March 2010
CIT Commercial & Industrial July 2005 - April 2008
Themis Capital Corporation January 2002 - July 2005
Skills
Asset Based Lending, Leveraged Finance, Deal Structuring, Underwriting, Portfolio Management, Loan Origination, Private Equity, Negotiation, Mergers, Banking, Recapitalizations, Commercial Lending, Restructuring, Working Capital..., Credit, Finance, Mergers & Acquisitions, Loans, Capital, Syndications, Cash Flow, Commercial Banking, Funding, Structured Finance, Corporate Finance, Financial Structuring, LBO, Credit Analysis, Due Diligence, Financial Modeling
Education
Southern Methodist University - Cox School of Business 1995 — 1998
MBA, Finance
Colorado State University 1986 — 1990
Bachelor Science, Accounting
Francis Rogers Dixson III Francis Rogers Dixson III's SunTrust Robinson Humphrey Experience May 2007 - July 2007
Job Associate at Drew Eckl & Farnham
Industry Legal Services
Experience
Drew Eckl & Farnham June 2015 - Present
Melville Johnson P.C. September 2014 - June 2015
Nicholson Phillips, LLC August 2014 - September 2014
Cobb County District Attorney's Office May 2013 - August 2013
DeKalb District Attorney's Office January 2013 - May 2013
Federal Trade Commission May 2012 - July 2012
Riverside Casino & Golf Resort June 2009 - August 2009
A.G. Edwards & Sons, Inc. June 2008 - August 2008
SunTrust Robinson Humphrey May 2007 - July 2007
Skills
Legal Research, Research, Public Speaking, Legal Writing, Non-profits, Litigation, Westlaw, Nonprofits, Policy Analysis, Community Outreach, Trials, Mediation, Courts, Civil Litigation, Criminal Law
Education
Georgia State University College of Law 2010 — 2014
JD/MBA
Cornell College 2006 — 2010
B.A., Politics Major, Business and Economics Major
Drew Eckl & Farnham June 2015 - Present
Melville Johnson P.C. September 2014 - June 2015
Nicholson Phillips, LLC August 2014 - September 2014
Cobb County District Attorney's Office May 2013 - August 2013
DeKalb District Attorney's Office January 2013 - May 2013
Federal Trade Commission May 2012 - July 2012
Riverside Casino & Golf Resort June 2009 - August 2009
A.G. Edwards & Sons, Inc. June 2008 - August 2008
SunTrust Robinson Humphrey May 2007 - July 2007
Skills
Legal Research, Research, Public Speaking, Legal Writing, Non-profits, Litigation, Westlaw, Nonprofits, Policy Analysis, Community Outreach, Trials, Mediation, Courts, Civil Litigation, Criminal Law
Education
Georgia State University College of Law 2010 — 2014
JD/MBA
Cornell College 2006 — 2010
B.A., Politics Major, Business and Economics Major
Ki Bin Kim, CFA Ki Bin Kim, CFA's SunTrust Robinson Humphrey Experience April 2013 - Present
Job Managing Director at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey April 2013 - Present
KBW September 2012 - December 2012
Macquarie Bank September 2008 - August 2012
Credit Suisse May 2007 - September 2008
JPMorgan Chase/Security Capital Research & Management May 2003 - May 2007
Skills
Investments, Credit, Securities, Equities, Corporate Finance, Capital Markets, Mergers & Acquisitions, Equity Research, Asset Management, Real Estate, REIT, Accounting, Valuation, Capital, Finance, Financial Services, Mutual Funds, Financial Analysis, Portfolio Management, Financial Markets, Financial Modeling, Risk Management, Real Estate Economics, Equity Valuation, Alternative Investments, Investment Strategies, DCF, Investment Management, Hedge Funds, Bloomberg, Business Valuation, Investment Banking, Due Diligence
Education
DePaul University 2001 — 2003
BS, Finance Honors Program
SunTrust Robinson Humphrey April 2013 - Present
KBW September 2012 - December 2012
Macquarie Bank September 2008 - August 2012
Credit Suisse May 2007 - September 2008
JPMorgan Chase/Security Capital Research & Management May 2003 - May 2007
Skills
Investments, Credit, Securities, Equities, Corporate Finance, Capital Markets, Mergers & Acquisitions, Equity Research, Asset Management, Real Estate, REIT, Accounting, Valuation, Capital, Finance, Financial Services, Mutual Funds, Financial Analysis, Portfolio Management, Financial Markets, Financial Modeling, Risk Management, Real Estate Economics, Equity Valuation, Alternative Investments, Investment Strategies, DCF, Investment Management, Hedge Funds, Bloomberg, Business Valuation, Investment Banking, Due Diligence
Education
DePaul University 2001 — 2003
BS, Finance Honors Program
Joshua Sheets Joshua Sheets's SunTrust Robinson Humphrey Experience April 2015 - Present
Job Associate | Mergers & Acquisitions at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey April 2015 - Present
SunTrust Robinson Humphrey July 2014 - April 2015
Piper Jaffray July 2012 - July 2014
Fidus Partners March 2011 - July 2011
Tobin & Company Investment Banking Group LLC January 2011 - March 2011
UNCW Men's Basketball June 2006 - May 2010
Skills
Valuation, Investment Banking, Financial Analysis, Corporate Finance, Financial Modeling, Microsoft Excel, Analysis
Education
Duke University - The Fuqua School of Business 2011 — 2012
Master of Science (MS), Management
University of North Carolina at Wilmington 2006 — 2010
Bachelor of Science, Business Administration, Finance
SunTrust Robinson Humphrey April 2015 - Present
SunTrust Robinson Humphrey July 2014 - April 2015
Piper Jaffray July 2012 - July 2014
Fidus Partners March 2011 - July 2011
Tobin & Company Investment Banking Group LLC January 2011 - March 2011
UNCW Men's Basketball June 2006 - May 2010
Skills
Valuation, Investment Banking, Financial Analysis, Corporate Finance, Financial Modeling, Microsoft Excel, Analysis
Education
Duke University - The Fuqua School of Business 2011 — 2012
Master of Science (MS), Management
University of North Carolina at Wilmington 2006 — 2010
Bachelor of Science, Business Administration, Finance
Andrew Harless Andrew Harless's SunTrust Robinson Humphrey Experience June 2014 - Present
Job Corporate Banking Analyst, SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey June 2014 - Present
AXA Advisors September 2013 - November 2013
Safeway June 2008 - September 2012
Skills
Microsoft Excel, Customer Service, Financial Analysis, Financial Accounting, Managerial Skills, Leadership, Cost Accounting, Financial Services, Investment Strategies, Microsoft Office, Microsoft Word, Social Networking, Time Management, Data Analysis, Finance
Education
University of California, Los Angeles 2012 — 2014
Bachelor of Arts (B.A.), Economics, Minor in Accounting, 3.5 GPA
Diablo Valley College 2009 — 2012
Associate of Arts (A.A.), Business, 3.9 GPA with Honors
SunTrust Robinson Humphrey June 2014 - Present
AXA Advisors September 2013 - November 2013
Safeway June 2008 - September 2012
Skills
Microsoft Excel, Customer Service, Financial Analysis, Financial Accounting, Managerial Skills, Leadership, Cost Accounting, Financial Services, Investment Strategies, Microsoft Office, Microsoft Word, Social Networking, Time Management, Data Analysis, Finance
Education
University of California, Los Angeles 2012 — 2014
Bachelor of Arts (B.A.), Economics, Minor in Accounting, 3.5 GPA
Diablo Valley College 2009 — 2012
Associate of Arts (A.A.), Business, 3.9 GPA with Honors
James Paterson James Paterson's SunTrust Robinson Humphrey Experience October 2014 - Present
Job Managing Director at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey October 2014 - Present
BMO Capital Markets 2012 - October 2014
Bank of America Merrill Lynch 2000 - 2011
Merrill Lynch 1998 - 2000
Toronto Raptors Basketball Club Inc. 1994 - 1996
Skills
Capital Markets, Corporate Finance, Capital Structure, Investment Banking, Mergers, Financial Modeling, Valuation, Due Diligence, Private Equity, Financial Analysis, Competitive Analysis, Relationship Management, Strategy, Mergers & Acquisitions, Corporate Development, Venture Capital, IPO, Alternative Investments, Portfolio Management, Hedge Funds, Emerging Markets, Asset Management, Management, Finance
Education
Duke Fuqua School of Business 1996 — 1998
Master of Business Administration (MBA)
Queen's University 1990 — 1994
BA, with Honors
SunTrust Robinson Humphrey October 2014 - Present
BMO Capital Markets 2012 - October 2014
Bank of America Merrill Lynch 2000 - 2011
Merrill Lynch 1998 - 2000
Toronto Raptors Basketball Club Inc. 1994 - 1996
Skills
Capital Markets, Corporate Finance, Capital Structure, Investment Banking, Mergers, Financial Modeling, Valuation, Due Diligence, Private Equity, Financial Analysis, Competitive Analysis, Relationship Management, Strategy, Mergers & Acquisitions, Corporate Development, Venture Capital, IPO, Alternative Investments, Portfolio Management, Hedge Funds, Emerging Markets, Asset Management, Management, Finance
Education
Duke Fuqua School of Business 1996 — 1998
Master of Business Administration (MBA)
Queen's University 1990 — 1994
BA, with Honors
Tom Abernethy Tom Abernethy's SunTrust Robinson Humphrey Experience July 2014 - Present
Job Analyst at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey July 2014 - Present
Davidson College September 2010 - May 2014
Ally Financial June 2013 - August 2013
South Street Partners June 2012 - August 2012
United States Senate June 2011 - August 2011
Education
Davidson College 2010 — 2014
Bachelor of Arts (B.A.), Economics
SunTrust Robinson Humphrey July 2014 - Present
Davidson College September 2010 - May 2014
Ally Financial June 2013 - August 2013
South Street Partners June 2012 - August 2012
United States Senate June 2011 - August 2011
Education
Davidson College 2010 — 2014
Bachelor of Arts (B.A.), Economics
Russ Richards Russ Richards's SunTrust Robinson Humphrey Experience April 2004 - May 2006
Job Vice President at Quest Capital Corp.
Industry Venture Capital & Private Equity
Experience
Quest Capital Corp. January 2009 - Present
Sara & Russ' 2008 Adventure January 2008 - December 2008
Afrinvest June 2006 - December 2007
SunTrust Robinson Humphrey April 2004 - May 2006
John Wiley and Sons January 2004 - March 2004
TransOcean Capital September 2003 - December 2003
Ernst & Young June 2003 - August 2003
Agenda for Children Tomorrow July 2002 - August 2002
United States Senate May 2002 - June 2002
Clarkston Consulting June 2000 - August 2000
Skills
Financial Modeling, Private Equity, Valuation, Corporate Finance, Investment Banking, Mergers, Capital Markets, Equities, Investments, Financial Analysis, Venture Capital, Corporate Development, Mergers & Acquisitions, Analysis, Portfolio Management, Due Diligence, Emerging Markets, Bloomberg, Economics, LBO
Education
Duke University 1999 — 2003
BA
UCL 2001 — 2001
The Lovett School 1985 — 1999
Quest Capital Corp. January 2009 - Present
Sara & Russ' 2008 Adventure January 2008 - December 2008
Afrinvest June 2006 - December 2007
SunTrust Robinson Humphrey April 2004 - May 2006
John Wiley and Sons January 2004 - March 2004
TransOcean Capital September 2003 - December 2003
Ernst & Young June 2003 - August 2003
Agenda for Children Tomorrow July 2002 - August 2002
United States Senate May 2002 - June 2002
Clarkston Consulting June 2000 - August 2000
Skills
Financial Modeling, Private Equity, Valuation, Corporate Finance, Investment Banking, Mergers, Capital Markets, Equities, Investments, Financial Analysis, Venture Capital, Corporate Development, Mergers & Acquisitions, Analysis, Portfolio Management, Due Diligence, Emerging Markets, Bloomberg, Economics, LBO
Education
Duke University 1999 — 2003
BA
UCL 2001 — 2001
The Lovett School 1985 — 1999
Michael Shapiro Michael Shapiro's SunTrust Robinson Humphrey Experience June 2011 - July 2013
Job MBA Candidate at Columbia Business School
Industry Venture Capital & Private Equity
Experience
Ballast Point Ventures August 2013 - July 2015
SunTrust Robinson Humphrey June 2011 - July 2013
Wall Street Oasis January 2009 - April 2011
Gator Growl December 2009 - October 2010
Raymond James May 2008 - August 2008
University of Florida August 2007 - December 2007
Skills
Investment Banking, Marketing, Series 7, Capital Markets, Mergers & Acquisitions, Management, Corporate Finance, Valuation, Financial Modeling, Due Diligence, Private Equity
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (MBA)
University of Florida - Warrington College of Business Administration 2010 — 2011
Master of Arts, International Business
University of Florida - Warrington College Of Business 2006 — 2010
Finance, Real Estate
Ballast Point Ventures August 2013 - July 2015
SunTrust Robinson Humphrey June 2011 - July 2013
Wall Street Oasis January 2009 - April 2011
Gator Growl December 2009 - October 2010
Raymond James May 2008 - August 2008
University of Florida August 2007 - December 2007
Skills
Investment Banking, Marketing, Series 7, Capital Markets, Mergers & Acquisitions, Management, Corporate Finance, Valuation, Financial Modeling, Due Diligence, Private Equity
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (MBA)
University of Florida - Warrington College of Business Administration 2010 — 2011
Master of Arts, International Business
University of Florida - Warrington College Of Business 2006 — 2010
Finance, Real Estate
William Humphries William Humphries's SunTrust Robinson Humphrey Experience May 1999 - July 2015
Job Retired as Managing Director at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey May 1999 - July 2015
CIBC World Markets April 1992 - October 1998
Bankers Trust Company April 1982 - June 1991
Old First Presbyterian Church, Huntington, NY July 1973 - March 1982
Skills
Investment Banking, Capital Markets, Corporate Finance, Financial Structuring, Due Diligence, Hedge Funds, Financial Modeling, Leveraged Finance, Equity Research, Valuation, Structured Products, Fixed Income, Mergers & Acquisitions, Equities, Portfolio Management, Private Equity, Securitization, Alternative Investments, Bonds, Private Placements, Structured Finance, Derivatives, Investments
Education
New York University - Leonard N. Stern School of Business 1978 — 1982
MBA, Finance
Princeton Theological Seminary 1969 — 1973
M Div, Pastoral Theology
Dickinson College 1965 — 1969
AB, English
SunTrust Robinson Humphrey May 1999 - July 2015
CIBC World Markets April 1992 - October 1998
Bankers Trust Company April 1982 - June 1991
Old First Presbyterian Church, Huntington, NY July 1973 - March 1982
Skills
Investment Banking, Capital Markets, Corporate Finance, Financial Structuring, Due Diligence, Hedge Funds, Financial Modeling, Leveraged Finance, Equity Research, Valuation, Structured Products, Fixed Income, Mergers & Acquisitions, Equities, Portfolio Management, Private Equity, Securitization, Alternative Investments, Bonds, Private Placements, Structured Finance, Derivatives, Investments
Education
New York University - Leonard N. Stern School of Business 1978 — 1982
MBA, Finance
Princeton Theological Seminary 1969 — 1973
M Div, Pastoral Theology
Dickinson College 1965 — 1969
AB, English
Austin Clary III Austin Clary III's SunTrust Robinson Humphrey Experience May 2014 - January 2015
Job Corporate Development and Strategy at AT&T Mobility
Industry Telecommunications
Experience
AT&T Mobility January 2015 - Present
SunTrust Robinson Humphrey May 2014 - January 2015
SunTrust Robinson Humphrey July 2012 - May 2014
Bank of America June 2011 - June 2012
Clemson University August 2007 - June 2011
General Electric January 2010 - July 2010
Skills
Financial Modeling, Business Strategy, Business Development, Financial Analysis, Competitive Analysis, Portfolio Management, Corporate Finance, Data Analysis, Managerial Finance, Investments, Strategy
Education
Clemson University - College of Business and Behavioral Science 2007 — 2011
Financial Management, Corporate Finance, Accounting
AT&T Mobility January 2015 - Present
SunTrust Robinson Humphrey May 2014 - January 2015
SunTrust Robinson Humphrey July 2012 - May 2014
Bank of America June 2011 - June 2012
Clemson University August 2007 - June 2011
General Electric January 2010 - July 2010
Skills
Financial Modeling, Business Strategy, Business Development, Financial Analysis, Competitive Analysis, Portfolio Management, Corporate Finance, Data Analysis, Managerial Finance, Investments, Strategy
Education
Clemson University - College of Business and Behavioral Science 2007 — 2011
Financial Management, Corporate Finance, Accounting
Conrad Holub Conrad Holub's SunTrust Robinson Humphrey Experience July 2014 - Present
Job Associate Investment Banking at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey July 2014 - Present
Chesapeake Energy December 2010 - April 2013
Independence Fund January 2010 - November 2010
Skills
Valuation, Financial Modeling, Corporate Finance, Financial Analysis, Due Diligence, Management Consulting, Strategy, Data Modeling, Analysis, Finance, Business Analysis, Mergers & Acquisitions, Data Analysis, Forecasting, Risk Management, Portfolio Management, Investments
Education
Emory University 2013 — 2014
Master of Business Administration (M.B.A.)
The University of Texas at Austin 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance
SunTrust Robinson Humphrey July 2014 - Present
Chesapeake Energy December 2010 - April 2013
Independence Fund January 2010 - November 2010
Skills
Valuation, Financial Modeling, Corporate Finance, Financial Analysis, Due Diligence, Management Consulting, Strategy, Data Modeling, Analysis, Finance, Business Analysis, Mergers & Acquisitions, Data Analysis, Forecasting, Risk Management, Portfolio Management, Investments
Education
Emory University 2013 — 2014
Master of Business Administration (M.B.A.)
The University of Texas at Austin 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance
Stirling Bomar Stirling Bomar's SunTrust Robinson Humphrey Experience 2010 - Present
Job Director at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey 2010 - Present
Morgan Stanley 2006 - 2009
Morgan Stanley 2002 - 2006
Morgan Keegan 1998 - 2000
Education
Darden Graduate School of Business Administration 2000 — 2002
MBA
Duke University 1994 — 1998
AB, Economics
SunTrust Robinson Humphrey 2010 - Present
Morgan Stanley 2006 - 2009
Morgan Stanley 2002 - 2006
Morgan Keegan 1998 - 2000
Education
Darden Graduate School of Business Administration 2000 — 2002
MBA
Duke University 1994 — 1998
AB, Economics
Ryan Scanlan Ryan Scanlan's SunTrust Robinson Humphrey Experience September 2013 - Present
Job Investment Banking Associate at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey September 2013 - Present
Bank of America June 2012 - August 2013
Gorelick Brothers Capital June 2011 - August 2011
Education
Clemson University - College of Business and Behavioral Science 2011 — 2012
Masters, Accounting
Clemson University - College of Business and Behavioral Science 2008 — 2011
Bachelor of Science in Finance, Corporate Finance
SunTrust Robinson Humphrey September 2013 - Present
Bank of America June 2012 - August 2013
Gorelick Brothers Capital June 2011 - August 2011
Education
Clemson University - College of Business and Behavioral Science 2011 — 2012
Masters, Accounting
Clemson University - College of Business and Behavioral Science 2008 — 2011
Bachelor of Science in Finance, Corporate Finance
Ronald R. Rivera Ronald R. Rivera's SunTrust Robinson Humphrey Experience June 2006 - June 2008
Job Managing Director at Deloitte Corporate Finance LLC
Industry Investment Banking
Experience
Deloitte Corporate Finance LLC June 2013 - Present
McColl Partners August 2011 - June 2013
Green Manning & Bunch September 2008 - August 2011
SunTrust Robinson Humphrey June 2006 - June 2008
Wachovia Securities, LLC (now Wells Fargo Securities) June 2001 - April 2006
SG Cowen & Co. (now Cowen & Company) August 1998 - June 2001
Nationsbanc Montgomery Securities (now Bank of America Merrill Lynch April 1996 - August 1998
Cowen & Company March 1994 - April 1996
Wilson Sonsini Goodrich and Rosati May 1992 - March 1994
Education
Colorado State University 1988 — 1992
BA, Economics
Loveland High School 1985 — 1988
Deloitte Corporate Finance LLC June 2013 - Present
McColl Partners August 2011 - June 2013
Green Manning & Bunch September 2008 - August 2011
SunTrust Robinson Humphrey June 2006 - June 2008
Wachovia Securities, LLC (now Wells Fargo Securities) June 2001 - April 2006
SG Cowen & Co. (now Cowen & Company) August 1998 - June 2001
Nationsbanc Montgomery Securities (now Bank of America Merrill Lynch April 1996 - August 1998
Cowen & Company March 1994 - April 1996
Wilson Sonsini Goodrich and Rosati May 1992 - March 1994
Education
Colorado State University 1988 — 1992
BA, Economics
Loveland High School 1985 — 1988
Emily Jones, CFA Emily Jones, CFA's SunTrust Robinson Humphrey Experience August 2008 - September 2010
Job Accounting Manager & Analyst at Centerplate
Industry Hospitality
Experience
Centerplate March 2015 - Present
Pain d'Avignon July 2014 - March 2015
Strategas Research Partners November 2010 - September 2013
SunTrust Robinson Humphrey August 2008 - September 2010
Skills
Equity Research, Capital Markets, Fixed Income, Bloomberg, Equities, Portfolio Management, Investment Banking, Alternative Investments
Education
Duke University 2004 — 2008
BS, Economics
Centerplate March 2015 - Present
Pain d'Avignon July 2014 - March 2015
Strategas Research Partners November 2010 - September 2013
SunTrust Robinson Humphrey August 2008 - September 2010
Skills
Equity Research, Capital Markets, Fixed Income, Bloomberg, Equities, Portfolio Management, Investment Banking, Alternative Investments
Education
Duke University 2004 — 2008
BS, Economics
Gary Tapp Gary Tapp's SunTrust Robinson Humphrey Experience 1984 - 2007
Job Writer, Educator, Retired
Industry Financial Services
Experience
Retired March 2013 - Present
Federal Reserve Bank of Atlanta March 2009 - March 2013
SunTrust Robinson Humphrey 1984 - 2007
Skills
Series 7, Portfolio Management, Valuation, Asset Managment, Investments, Equity Research, Equities, Economics, Financial Analysis, Trading, Corporate Finance, Derivatives, Financial Markets, Quantitative Analytics, Asset Allocation, Wealth Management, Asset Management, Finance
Education
Emory University 1971 — 1975
Ph.D., Interdisciplinary Humanities
Eckerd College 1965 — 1969
Bachelor of Arts (B.A.), Literature
Retired March 2013 - Present
Federal Reserve Bank of Atlanta March 2009 - March 2013
SunTrust Robinson Humphrey 1984 - 2007
Skills
Series 7, Portfolio Management, Valuation, Asset Managment, Investments, Equity Research, Equities, Economics, Financial Analysis, Trading, Corporate Finance, Derivatives, Financial Markets, Quantitative Analytics, Asset Allocation, Wealth Management, Asset Management, Finance
Education
Emory University 1971 — 1975
Ph.D., Interdisciplinary Humanities
Eckerd College 1965 — 1969
Bachelor of Arts (B.A.), Literature
Sung Lee Sung Lee's SunTrust Robinson Humphrey Experience May 2015 - Present
Job Vice President at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey May 2015 - Present
Progress Ventures 2008 - 2015
Progress Partners 2008 - 2015
Hyundai Card∙Life∙Capital∙Commercial 2001 - 2005
Skills
Investment Banking, Corporate Development, Go-to-market Strategy, Due Diligence, Mergers, Finance, Financial Modeling, SaaS, Strategy, Entrepreneurship, Analytics, Mergers & Acquisitions, Analysis, Business Development, Venture Capital, Digital Media, E-commerce, Valuation, Start-ups, Equity Research, Business Strategy, Private Placements, Competitive Analysis, Financial Analysis
Education
Cornell University - S.C. Johnson Graduate School of Management 2006 — 2008
Master of Business Administration (MBA)
Hanyang University 1995 — 2001
Bachelor of Arts (BA)
SunTrust Robinson Humphrey May 2015 - Present
Progress Ventures 2008 - 2015
Progress Partners 2008 - 2015
Hyundai Card∙Life∙Capital∙Commercial 2001 - 2005
Skills
Investment Banking, Corporate Development, Go-to-market Strategy, Due Diligence, Mergers, Finance, Financial Modeling, SaaS, Strategy, Entrepreneurship, Analytics, Mergers & Acquisitions, Analysis, Business Development, Venture Capital, Digital Media, E-commerce, Valuation, Start-ups, Equity Research, Business Strategy, Private Placements, Competitive Analysis, Financial Analysis
Education
Cornell University - S.C. Johnson Graduate School of Management 2006 — 2008
Master of Business Administration (MBA)
Hanyang University 1995 — 2001
Bachelor of Arts (BA)
Michael Silverio Michael Silverio's SunTrust Robinson Humphrey Experience March 2001 - July 2004
Job Regional Director / Field OSJ at AIG Advisor Group
Industry Financial Services
Experience
AIG Advisor Group/FSC Securities Corporation August 2013 - Present
AIG Advisor Group/FSC Securities Corporation May 2010 - August 2013
AIG Advisor Group July 2007 - May 2010
SunTrust Bank July 2004 - July 2007
SunTrust Robinson Humphrey March 2001 - July 2004
Skills
Series 7, Securities, Mutual Funds, Equities, Investments, Investment Advisory, Options, Series 24, FINRA, Risk Management, Alternative Investments, Wealth Management, Fixed Income, Trading, Series 63, KYC, Global Teaming, Teaming, Business Coaching, Series 53, Series 4, Series 66
Education
Kennesaw State University - Michael J. Coles College of Business 2007 — 2009
MBA, Managment
Emory University 1996 — 2000
BA, International Relations
Governors Academy 1994 — 1996
High School, High School
Nido de Aguilas - Santiago, Chile 1992 — 1994
High School, High School
AIG Advisor Group/FSC Securities Corporation August 2013 - Present
AIG Advisor Group/FSC Securities Corporation May 2010 - August 2013
AIG Advisor Group July 2007 - May 2010
SunTrust Bank July 2004 - July 2007
SunTrust Robinson Humphrey March 2001 - July 2004
Skills
Series 7, Securities, Mutual Funds, Equities, Investments, Investment Advisory, Options, Series 24, FINRA, Risk Management, Alternative Investments, Wealth Management, Fixed Income, Trading, Series 63, KYC, Global Teaming, Teaming, Business Coaching, Series 53, Series 4, Series 66
Education
Kennesaw State University - Michael J. Coles College of Business 2007 — 2009
MBA, Managment
Emory University 1996 — 2000
BA, International Relations
Governors Academy 1994 — 1996
High School, High School
Nido de Aguilas - Santiago, Chile 1992 — 1994
High School, High School
Rob Shell Rob Shell's SunTrust Robinson Humphrey Experience February 2008 - June 2010
Job SVP Credit Administration at Paragon Bank
Industry Banking
Experience
Paragon Bank 2014 - Present
Carolina Trust Bank 2012 - December 2013
Alliance Bank and Trust June 2010 - December 2012
SunTrust Robinson Humphrey February 2008 - June 2010
Wachovia 1994 - 2007
Skills
Valuation, Credit Risk, Commercial Lending, Banking, Commercial Banking, Leveraged Finance, Credit, Business Strategy, Fixed Income, Capital Markets, Asset Based Lending, Loans, Investment Banking, Portfolio Management, Financial Risk, Underwriting, Corporate Finance, Financial Analysis, Loan Origination, Financial Modeling, Financial Structuring, Risk Management, Credit Analysis, Treasury Management, Middle Market, Consumer Lending, Investments, Asset Managment, Mergers & Acquisitions, Structured Finance, Commercial Mortgages, Lines Of Credit, Cash Management, Syndications, Relationship Management, Asset Management
Education
Clemson University 1990 — 1994
BS, Financial Management
Winthrop University 1998 — 2000
MBA, Accounting Concentration
Paragon Bank 2014 - Present
Carolina Trust Bank 2012 - December 2013
Alliance Bank and Trust June 2010 - December 2012
SunTrust Robinson Humphrey February 2008 - June 2010
Wachovia 1994 - 2007
Skills
Valuation, Credit Risk, Commercial Lending, Banking, Commercial Banking, Leveraged Finance, Credit, Business Strategy, Fixed Income, Capital Markets, Asset Based Lending, Loans, Investment Banking, Portfolio Management, Financial Risk, Underwriting, Corporate Finance, Financial Analysis, Loan Origination, Financial Modeling, Financial Structuring, Risk Management, Credit Analysis, Treasury Management, Middle Market, Consumer Lending, Investments, Asset Managment, Mergers & Acquisitions, Structured Finance, Commercial Mortgages, Lines Of Credit, Cash Management, Syndications, Relationship Management, Asset Management
Education
Clemson University 1990 — 1994
BS, Financial Management
Winthrop University 1998 — 2000
MBA, Accounting Concentration
Nick Irion Nick Irion's SunTrust Robinson Humphrey Experience August 2011 - July 2013
Job Private Equity Associate at Harren Equity Partners
Industry Venture Capital & Private Equity
Experience
Harren Equity Partners September 2015 - Present
Greenhill & Co. June 2014 - August 2014
SunTrust Robinson Humphrey August 2011 - July 2013
Stifel Nicolaus Weisel July 2009 - July 2011
TheStreet.com May 2008 - August 2008
Skills
Bloomberg, Capital Markets, Financial Modeling, Equities, Mergers & Acquisitions, Equity Research
Education
Cornell University 2013 — 2015
Master of Business Administration (M.B.A.)
Villanova University 2005 — 2009
Economics, Finance, and International Business
Harren Equity Partners September 2015 - Present
Greenhill & Co. June 2014 - August 2014
SunTrust Robinson Humphrey August 2011 - July 2013
Stifel Nicolaus Weisel July 2009 - July 2011
TheStreet.com May 2008 - August 2008
Skills
Bloomberg, Capital Markets, Financial Modeling, Equities, Mergers & Acquisitions, Equity Research
Education
Cornell University 2013 — 2015
Master of Business Administration (M.B.A.)
Villanova University 2005 — 2009
Economics, Finance, and International Business
Pamela Chaliff's SunTrust Robinson Humphrey Experience June 2011 - November 2013
Job MBA Candidate, Class of 2017 at Columbia Business School
Industry Investment Banking
Experience
Columbia Business School August 2015 - Present
Cox Communications November 2013 - May 2015
SunTrust Robinson Humphrey June 2011 - November 2013
Skills
Financial Modeling, PowerPoint, Financial Analysis, Strategy, Finance, Analysis, Corporate Finance, Valuation
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (MBA)
University of Georgia - Terry College of Business 2007 — 2011
BBA, Finance, Accounting
Columbia Business School August 2015 - Present
Cox Communications November 2013 - May 2015
SunTrust Robinson Humphrey June 2011 - November 2013
Skills
Financial Modeling, PowerPoint, Financial Analysis, Strategy, Finance, Analysis, Corporate Finance, Valuation
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (MBA)
University of Georgia - Terry College of Business 2007 — 2011
BBA, Finance, Accounting
Matthew Thornton, CFA's SunTrust Robinson Humphrey Experience January 2014 - Present
Job Equity Research (sellside) at SunTrust Robinson Humphrey
Industry Investment Management
Experience
SunTrust Robinson Humphrey January 2014 - Present
Venture-Backed Technology Company 2012 - 2014
Avian Securities LLC 2008 - 2012
Bainco International Investors 2003 - 2007
Skills
Financial Modeling, Bloomberg, Management, Wireless, Mobile Technology, ThomsonOne, Investments, Alternative Investments, Due Diligence, Portfolio Management, FactSet, Valuation, Presentations
Education
Northeastern University - Graduate School of Business Administration 2001 — 2003
Master of Business Administration (MBA), Finance
SunTrust Robinson Humphrey January 2014 - Present
Venture-Backed Technology Company 2012 - 2014
Avian Securities LLC 2008 - 2012
Bainco International Investors 2003 - 2007
Skills
Financial Modeling, Bloomberg, Management, Wireless, Mobile Technology, ThomsonOne, Investments, Alternative Investments, Due Diligence, Portfolio Management, FactSet, Valuation, Presentations
Education
Northeastern University - Graduate School of Business Administration 2001 — 2003
Master of Business Administration (MBA), Finance
Jake Moore Jake Moore's SunTrust Robinson Humphrey Experience July 2010 - March 2012
Job MBA Candidate Duke University, Fuqua School of Business
Industry Venture Capital & Private Equity
Experience
REPAY - Realtime Electronic Payments / New Capital Partners June 2015 - August 2015
Trinity Hunt Partners April 2012 - June 2014
SunTrust Robinson Humphrey July 2010 - March 2012
Citigroup May 2008 - July 2008
Skills
Mergers & Acquisitions, Financial Modeling, Valuation, Private Equity, Alternative Investments, LBO, Mergers, Investment Banking, Corporate Finance, M&A experience, Venture Capital, Strategy, Due Diligence, Financial Analysis, Investment Management, Growth Strategies, Sales Growth, Growth Capital, Profitable Growth
Education
Duke University - The Fuqua School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance and Healthcare Sector Management
Colgate University 2006 — 2010
B.A., Economics and Political Science
Tuck School of Business at Dartmouth 2008 — 2008
Bridge Program
REPAY - Realtime Electronic Payments / New Capital Partners June 2015 - August 2015
Trinity Hunt Partners April 2012 - June 2014
SunTrust Robinson Humphrey July 2010 - March 2012
Citigroup May 2008 - July 2008
Skills
Mergers & Acquisitions, Financial Modeling, Valuation, Private Equity, Alternative Investments, LBO, Mergers, Investment Banking, Corporate Finance, M&A experience, Venture Capital, Strategy, Due Diligence, Financial Analysis, Investment Management, Growth Strategies, Sales Growth, Growth Capital, Profitable Growth
Education
Duke University - The Fuqua School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance and Healthcare Sector Management
Colgate University 2006 — 2010
B.A., Economics and Political Science
Tuck School of Business at Dartmouth 2008 — 2008
Bridge Program
Robert (Bert) Hazlett Robert (Bert) Hazlett's SunTrust Robinson Humphrey Experience July 2002 - May 2006
Job Managing Director at Ladenburg Thalmann
Industry Investment Banking
Experience
Ladenburg Thalmann May 2014 - Present
Roth Capital Partners April 2012 - April 2014
RCH Ventures LLC June 2011 - April 2012
BMO Capital Markets May 2006 - June 2011
SunTrust Robinson Humphrey July 2002 - May 2006
Robertson Stephens 2000 - 2002
Lehman Brothers May 1995 - March 2000
UBS Securities Co., Ltd 1997 - 1998
Skills
Financial Modeling, Capital Markets, Banking, Corporate Development, Equities, Private Equity, Pharmaceuticals, Healthcare, Valuation, Mergers, Due Diligence, Equity Research, Asset Management, Financial Analysis, Portfolio Management, Corporate Finance, Bloomberg, Emerging Markets, Business Strategy, Equity Valuation, Business Planning, Investments, Fixed Income, Investment Banking, Management Consulting, Market Research, Debt, Investor Relations, Research, Trading, Financial Markets, Industry Analysis, Series 7, Competitive Analysis, Credit, Biotechnology, Forecasting, Business Valuation, Fundraising, Private Placements, Hedge Funds, LBO, Pharmaceutical Industry, Mergers & Acquisitions, Venture Capital
Education
Columbia University - Columbia Business School 1994 — 1995
Master of Business Administration (M.B.A.), Finance, Dean's Honor List
Yale University 1983 — 1987
BA, Economics (History)
Ladenburg Thalmann May 2014 - Present
Roth Capital Partners April 2012 - April 2014
RCH Ventures LLC June 2011 - April 2012
BMO Capital Markets May 2006 - June 2011
SunTrust Robinson Humphrey July 2002 - May 2006
Robertson Stephens 2000 - 2002
Lehman Brothers May 1995 - March 2000
UBS Securities Co., Ltd 1997 - 1998
Skills
Financial Modeling, Capital Markets, Banking, Corporate Development, Equities, Private Equity, Pharmaceuticals, Healthcare, Valuation, Mergers, Due Diligence, Equity Research, Asset Management, Financial Analysis, Portfolio Management, Corporate Finance, Bloomberg, Emerging Markets, Business Strategy, Equity Valuation, Business Planning, Investments, Fixed Income, Investment Banking, Management Consulting, Market Research, Debt, Investor Relations, Research, Trading, Financial Markets, Industry Analysis, Series 7, Competitive Analysis, Credit, Biotechnology, Forecasting, Business Valuation, Fundraising, Private Placements, Hedge Funds, LBO, Pharmaceutical Industry, Mergers & Acquisitions, Venture Capital
Education
Columbia University - Columbia Business School 1994 — 1995
Master of Business Administration (M.B.A.), Finance, Dean's Honor List
Yale University 1983 — 1987
BA, Economics (History)
John Murchison John Murchison's SunTrust Robinson Humphrey Experience October 2013 - Present
Job Managing Director at SunTrust Robinson Humphrey
Industry Capital Markets
Experience
SunTrust Robinson Humphrey October 2013 - Present
Ernst & Young Capital Advisors, LLC May 2010 - October 2013
Banc of America Securities / Bank of America Merrill Lynch August 2002 - April 2010
Skills
Valuation, Capital Markets, Due Diligence, Financial Modeling, Principal Investing, Special Situations..., Investment Banking, Private Equity, Portfolio Management, Corporate Finance, Strategy, Financial Structuring, LBO, Leveraged Finance, Venture Capital, Financial Analysis
Education
University of North Carolina School of Law 1999 — 2002
JD
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1998 — 2002
MBA
Davidson College 1991 — 1995
SunTrust Robinson Humphrey October 2013 - Present
Ernst & Young Capital Advisors, LLC May 2010 - October 2013
Banc of America Securities / Bank of America Merrill Lynch August 2002 - April 2010
Skills
Valuation, Capital Markets, Due Diligence, Financial Modeling, Principal Investing, Special Situations..., Investment Banking, Private Equity, Portfolio Management, Corporate Finance, Strategy, Financial Structuring, LBO, Leveraged Finance, Venture Capital, Financial Analysis
Education
University of North Carolina School of Law 1999 — 2002
JD
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1998 — 2002
MBA
Davidson College 1991 — 1995
Scott Jenkins's SunTrust Robinson Humphrey Experience 1993 - 1997
Job Technology Investment Banker
Industry Financial Services
Experience
New Century Capital Partners and THiNKGREEN! Global Advisors September 2008 - Present
Valens Capital Management 2006 - 2008
ARC Investment Partners 2005 - 2006
Roth Capital Partners 2003 - 2005
CIBC World Markets 1998 - 2003
SunTrust Robinson Humphrey 1993 - 1997
Skills
Valuation, Mergers, Financial Analysis, Business Development, Capital Raising, Negotiation, Business Process..., Private Placements, Cleantech, Equities, IPO, Equity Research, Banking, Private Equity, Corporate Finance, Mergers & Acquisitions, Investments, Project Finance, Capital Markets, Investment Banking, Portfolio Management, Venture Capital, Structured Finance, Hedge Funds, Funding, Restructuring, Financial Modeling, Alternative Investments, Financial Structuring, Asset Management, Financial Services, Financial Advisory
Education
Cornell University - Johnson Graduate School of Management 1997 — 1999
MBA, Corporate Finance
University of Georgia - Terry College of Business 1989 — 1993
BBA, Financial Engineering
New Century Capital Partners and THiNKGREEN! Global Advisors September 2008 - Present
Valens Capital Management 2006 - 2008
ARC Investment Partners 2005 - 2006
Roth Capital Partners 2003 - 2005
CIBC World Markets 1998 - 2003
SunTrust Robinson Humphrey 1993 - 1997
Skills
Valuation, Mergers, Financial Analysis, Business Development, Capital Raising, Negotiation, Business Process..., Private Placements, Cleantech, Equities, IPO, Equity Research, Banking, Private Equity, Corporate Finance, Mergers & Acquisitions, Investments, Project Finance, Capital Markets, Investment Banking, Portfolio Management, Venture Capital, Structured Finance, Hedge Funds, Funding, Restructuring, Financial Modeling, Alternative Investments, Financial Structuring, Asset Management, Financial Services, Financial Advisory
Education
Cornell University - Johnson Graduate School of Management 1997 — 1999
MBA, Corporate Finance
University of Georgia - Terry College of Business 1989 — 1993
BBA, Financial Engineering
Stephen J Burnett Stephen J Burnett's SunTrust Robinson Humphrey Experience April 2006 - January 2008
Job Relationship Banker, Small Business Specialist
Industry Financial Services
Experience
Solaire Generation Inc July 2010 - October 2010
First Empire Securities October 2008 - June 2009
GAM Options, Inc. July 2008 - August 2008
SunTrust Robinson Humphrey April 2006 - January 2008
J.M. Duryea, Inc. 1998 - 2006
Spear Leeds & Kellogg 1994 - 1997
Education
The Levin Institute 2010 — 2010
JumpStart NYC 4.0
Duquesne University
BA, Economics
Solaire Generation Inc July 2010 - October 2010
First Empire Securities October 2008 - June 2009
GAM Options, Inc. July 2008 - August 2008
SunTrust Robinson Humphrey April 2006 - January 2008
J.M. Duryea, Inc. 1998 - 2006
Spear Leeds & Kellogg 1994 - 1997
Education
The Levin Institute 2010 — 2010
JumpStart NYC 4.0
Duquesne University
BA, Economics
Steve Tabor's SunTrust Robinson Humphrey Experience June 2015 - August 2015
Job MBA Candidate at Cornell University Johnson Graduate School of Management
Industry Higher Education
Experience
SunTrust Robinson Humphrey June 2015 - August 2015
Naval Air Systems Command March 2012 - August 2014
USS John L Hall (FFG-32) September 2010 - March 2012
Navy Supply Corps School November 2009 - September 2010
Skills
Financial Analysis, Budget Process, Budget Monitoring, Leadership Development, Logistics Management, Program Management, Retail Sales, Procurement, Accounting, Leadership, Management, Training, Military, Budgets, Finance, Analysis, DoD, Military Operations, Financial Modeling, Military Experience, Security Clearance, Operational Planning, Navy
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
Master of Business Administration (MBA), Banking and Financial Support Services
University of Virginia Darden School of Business 2013 — 2013
U.S. Navy Understanding Industry Course, Executive Education
United States Navy Supply Corps School 2009 — 2010
Supply Officer Qualification, Supply Management, Retail Operations, Food Service, Disbursing Management
United States Navy Officer Candidate School 2009 — 2009
Supply Corps Officer Commission, Naval Science and Operational Studies
Western Michigan University 2003 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
SunTrust Robinson Humphrey June 2015 - August 2015
Naval Air Systems Command March 2012 - August 2014
USS John L Hall (FFG-32) September 2010 - March 2012
Navy Supply Corps School November 2009 - September 2010
Skills
Financial Analysis, Budget Process, Budget Monitoring, Leadership Development, Logistics Management, Program Management, Retail Sales, Procurement, Accounting, Leadership, Management, Training, Military, Budgets, Finance, Analysis, DoD, Military Operations, Financial Modeling, Military Experience, Security Clearance, Operational Planning, Navy
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
Master of Business Administration (MBA), Banking and Financial Support Services
University of Virginia Darden School of Business 2013 — 2013
U.S. Navy Understanding Industry Course, Executive Education
United States Navy Supply Corps School 2009 — 2010
Supply Officer Qualification, Supply Management, Retail Operations, Food Service, Disbursing Management
United States Navy Officer Candidate School 2009 — 2009
Supply Corps Officer Commission, Naval Science and Operational Studies
Western Michigan University 2003 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Robert S. Peck, CFA Robert S. Peck, CFA's SunTrust Robinson Humphrey Experience March 2013 - Present
Job Managing Director and Internet Equity Analyst at SunTrust Robinson Humphrey
Industry Research
Experience
SunTrust Robinson Humphrey March 2013 - Present
CoRise Co., LLC May 2011 - March 2013
Baron Capital June 2008 - May 2011
Bear Stearns August 2000 - January 2008
Lehman Brothers January 1998 - August 2000
MERRILL LYNCH & CO., INC January 1992 - January 1995
Skills
Investment Banking, Investing, Internet Strategy, Angel Investing, Valuation, Financials, Corporate Finance, Equities, Asset Management, Financial Modeling, Mergers, Equity Research, Entrepreneur, Start-ups, Funding, Venture Capital, Financial Analysis, Entrepreneurship, Business Strategy, Portfolio Management
Education
Columbia University - Columbia Business School 1995 — 1997
MBA
Lafayette College 1989 — 1992
BA
SunTrust Robinson Humphrey March 2013 - Present
CoRise Co., LLC May 2011 - March 2013
Baron Capital June 2008 - May 2011
Bear Stearns August 2000 - January 2008
Lehman Brothers January 1998 - August 2000
MERRILL LYNCH & CO., INC January 1992 - January 1995
Skills
Investment Banking, Investing, Internet Strategy, Angel Investing, Valuation, Financials, Corporate Finance, Equities, Asset Management, Financial Modeling, Mergers, Equity Research, Entrepreneur, Start-ups, Funding, Venture Capital, Financial Analysis, Entrepreneurship, Business Strategy, Portfolio Management
Education
Columbia University - Columbia Business School 1995 — 1997
MBA
Lafayette College 1989 — 1992
BA
William Clevidence's SunTrust Robinson Humphrey Experience June 2015 - Present
Job Summer Analyst at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey June 2015 - Present
Clemson University August 2014 - Present
Skills
Microsoft Excel, Investments, Econometrics, Data Analysis, Financial Modeling
Education
Clemson University - College of Business and Behavioral Science 2012 — 2016
Economics (B.S.) Financial Management (B.S.) Accounting - Minor, 3.97
University of Oxford 2014 — 2014
4.0
SunTrust Robinson Humphrey June 2015 - Present
Clemson University August 2014 - Present
Skills
Microsoft Excel, Investments, Econometrics, Data Analysis, Financial Modeling
Education
Clemson University - College of Business and Behavioral Science 2012 — 2016
Economics (B.S.) Financial Management (B.S.) Accounting - Minor, 3.97
University of Oxford 2014 — 2014
4.0
Brad Groves Brad Groves's SunTrust Robinson Humphrey Experience June 2014 - August 2014
Job Investment Banking Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2015 - Present
Richmond College Student Government Association April 2014 - April 2015
SunTrust Robinson Humphrey June 2014 - August 2014
Solvay June 2013 - August 2013
Richmond College August 2012 - May 2013
Merrill Lynch May 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Research, Microsoft Word
Education
University of Richmond 2011 — 2015
BSBA, Finance, Minor in Leadership Studies
Copenhagen Business School 2013 — 2013
Finance
Wells Fargo Securities June 2015 - Present
Richmond College Student Government Association April 2014 - April 2015
SunTrust Robinson Humphrey June 2014 - August 2014
Solvay June 2013 - August 2013
Richmond College August 2012 - May 2013
Merrill Lynch May 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Research, Microsoft Word
Education
University of Richmond 2011 — 2015
BSBA, Finance, Minor in Leadership Studies
Copenhagen Business School 2013 — 2013
Finance
Cynthia Whaley (Cindy Whaley) Burton Cynthia Whaley (Cindy Whaley) Burton's SunTrust Robinson Humphrey Experience March 2012 - Present
Job Director at SunTrust Robinson Humphrey
Industry Banking
Experience
SunTrust Robinson Humphrey March 2012 - Present
Home Mom March 2002 - March 2012
Wachovia Securities and Wachovia Bank April 1999 - February 2002
J.P. Morgan July 1991 - February 1999
All Angels' Episcopal Church 1997 - January 1999
Skills
Series 7, Series 63, Financial Forecasting, Capital Structure, Credit, Banking, Series 79
Education
J.P. Morgan Finance Program 1995 — 1995
Dartmouth College 1987 — 1991
Bachelor of Arts, Romance Languages, French and Spanish
The Lovett School 1982 — 1987
diploma
SunTrust Robinson Humphrey March 2012 - Present
Home Mom March 2002 - March 2012
Wachovia Securities and Wachovia Bank April 1999 - February 2002
J.P. Morgan July 1991 - February 1999
All Angels' Episcopal Church 1997 - January 1999
Skills
Series 7, Series 63, Financial Forecasting, Capital Structure, Credit, Banking, Series 79
Education
J.P. Morgan Finance Program 1995 — 1995
Dartmouth College 1987 — 1991
Bachelor of Arts, Romance Languages, French and Spanish
The Lovett School 1982 — 1987
diploma
Reid French Reid French's SunTrust Robinson Humphrey Experience 1994 - 1997
Job Chief Executive Officer at Applied Systems
Industry Computer Software
Experience
Applied Systems 2011 - Present
Paradigm September 2012 - Present
Gemcom Software International April 2011 - July 2012
9-1-1 Industry Alliance 2006 - 2011
Intergraph Corporation October 2003 - November 2010
Solution 6 North America 2000 - 2003
Walt Disney Company 1998 - 2000
SunTrust Robinson Humphrey 1994 - 1997
Thomas J Watson Foundation 1993 - 1994
Skills
Mergers, Strategy Development, Enterprise Software, Strategic Planning, SaaS, Business Strategy, Strategic Partnerships, Business Development, Executive Management, Strategy, Business Planning, Mergers & Acquisitions, IT Strategy, Cloud Computing, Entrepreneurship, Leadership, Management, Valuation, CRM, Business Intelligence, Outsourcing, Product Management, Start-ups
Education
Harvard Business School 1997 — 1999
MBA
Davidson College 1989 — 1993
Bachelor of Arts (B.A.), Economics
Applied Systems 2011 - Present
Paradigm September 2012 - Present
Gemcom Software International April 2011 - July 2012
9-1-1 Industry Alliance 2006 - 2011
Intergraph Corporation October 2003 - November 2010
Solution 6 North America 2000 - 2003
Walt Disney Company 1998 - 2000
SunTrust Robinson Humphrey 1994 - 1997
Thomas J Watson Foundation 1993 - 1994
Skills
Mergers, Strategy Development, Enterprise Software, Strategic Planning, SaaS, Business Strategy, Strategic Partnerships, Business Development, Executive Management, Strategy, Business Planning, Mergers & Acquisitions, IT Strategy, Cloud Computing, Entrepreneurship, Leadership, Management, Valuation, CRM, Business Intelligence, Outsourcing, Product Management, Start-ups
Education
Harvard Business School 1997 — 1999
MBA
Davidson College 1989 — 1993
Bachelor of Arts (B.A.), Economics
Amar Balikai Amar Balikai's SunTrust Robinson Humphrey Experience November 2005 - March 2008
Job
Industry Internet
Experience
CSSA Group, LLC March 2008 - Present
Realm Condominium Association December 2008 - January 2012
Richard Bowers & Co. March 2009 - October 2010
SunTrust Robinson Humphrey November 2005 - March 2008
Hewitt Associates February 2004 - October 2005
Skills
Financial Modeling, Valuation, Financial Analysis, Due Diligence, Asset Managment, Capital Markets, Corporate Finance, Strategic Planning, Investment Banking, Equity Research, Hedge Funds, Project Management, Real Estate, Asset Management, Entrepreneurship, Marketing, Systems Analysis, Management, Finance
Education
Emory University 2000 — 2003
Bachelor of Arts (B.A.), Economics and Finance
CSSA Group, LLC March 2008 - Present
Realm Condominium Association December 2008 - January 2012
Richard Bowers & Co. March 2009 - October 2010
SunTrust Robinson Humphrey November 2005 - March 2008
Hewitt Associates February 2004 - October 2005
Skills
Financial Modeling, Valuation, Financial Analysis, Due Diligence, Asset Managment, Capital Markets, Corporate Finance, Strategic Planning, Investment Banking, Equity Research, Hedge Funds, Project Management, Real Estate, Asset Management, Entrepreneurship, Marketing, Systems Analysis, Management, Finance
Education
Emory University 2000 — 2003
Bachelor of Arts (B.A.), Economics and Finance
Marlon Miller Marlon Miller's SunTrust Robinson Humphrey Experience October 2008 - February 2010
Job Director of Accounting at Siemens Industry USA
Industry Industrial Automation
Experience
Siemens Industry USA December 2014 - Present
Resources Global Professionals August 2010 - December 2014
SunTrust Robinson Humphrey October 2008 - February 2010
American Heart Association March 2007 - August 2008
Credigy February 2005 - September 2006
Intercontinental Hotels Group December 2002 - May 2004
Ford Motor Company September 2001 - December 2001
Ford Credit Europe June 2000 - August 2001
Ford Credit Europe 1998 - 2000
Skills
Financial Analysis, Process Improvement, Financial Reporting, Forecasting, Financial Modeling, Mergers, PeopleSoft, Corporate Finance, Risk Management, Budget, Strategic Planning, Accounting, Cash Management, Investor Relations, Business Intelligence, Valuation, Start-ups, Due Diligence, Business Analysis, Change Management, Sarbanes-Oxley Act, Business Process..., Analysis, Internal Controls, Strategic Financial..., Mergers & Acquisitions, Managerial Finance, Management Consulting, Strategy, Project Management, Project Planning, Shared Services, Budgets
Education
Columbia Business School 1989 — 1990
MBA, International Business/Finance
University of Hartford 1982 — 1986
BS, Accounting
Siemens Industry USA December 2014 - Present
Resources Global Professionals August 2010 - December 2014
SunTrust Robinson Humphrey October 2008 - February 2010
American Heart Association March 2007 - August 2008
Credigy February 2005 - September 2006
Intercontinental Hotels Group December 2002 - May 2004
Ford Motor Company September 2001 - December 2001
Ford Credit Europe June 2000 - August 2001
Ford Credit Europe 1998 - 2000
Skills
Financial Analysis, Process Improvement, Financial Reporting, Forecasting, Financial Modeling, Mergers, PeopleSoft, Corporate Finance, Risk Management, Budget, Strategic Planning, Accounting, Cash Management, Investor Relations, Business Intelligence, Valuation, Start-ups, Due Diligence, Business Analysis, Change Management, Sarbanes-Oxley Act, Business Process..., Analysis, Internal Controls, Strategic Financial..., Mergers & Acquisitions, Managerial Finance, Management Consulting, Strategy, Project Management, Project Planning, Shared Services, Budgets
Education
Columbia Business School 1989 — 1990
MBA, International Business/Finance
University of Hartford 1982 — 1986
BS, Accounting
Sterling Lecy Sterling Lecy's SunTrust Robinson Humphrey Experience July 2015 - Present
Job Energy Portfolio Management Analyst at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey July 2015 - Present
Clemson Entrepreneurial Development Center December 2012 - April 2015
SunTrust Robinson Humphrey June 2014 - August 2014
Boeing January 2014 - April 2014
Federal Farm Credit Banks Funding Corporation May 2013 - August 2013
Clemson University March 2012 - May 2013
Morgan Stanley Smith Barney April 2012 - August 2012
Skills
Leadership, Finance, Financial Analysis, Business Analysis, Research, Management, Fixed Income Analysis, Fixed Income Strategies, Start-up Consulting, Venture Capital, Entrepreneurship, Portfolio Management, Microsoft Office, 3D Brokerage Interface, Bloomberg, Microsoft Excel, PowerPoint, Accounting, Public Speaking, Customer Service, Event Planning, Social Media, Teamwork, Investments, Team Leadership, Social Networking, Community Outreach, Capital Markets, Fixed Income, Fixed Income Portfolio..., Financial Modeling, Bloomberg Terminal, Data Analysis, Analysis, Valuation, Corporate Finance, Business Strategy, Economics, Project Management
Education
Clemson University 2011 — 2015
Bachelor of Science (B.S.) Magna Cum Laude, Corporate Finance, Senior
SunTrust Robinson Humphrey July 2015 - Present
Clemson Entrepreneurial Development Center December 2012 - April 2015
SunTrust Robinson Humphrey June 2014 - August 2014
Boeing January 2014 - April 2014
Federal Farm Credit Banks Funding Corporation May 2013 - August 2013
Clemson University March 2012 - May 2013
Morgan Stanley Smith Barney April 2012 - August 2012
Skills
Leadership, Finance, Financial Analysis, Business Analysis, Research, Management, Fixed Income Analysis, Fixed Income Strategies, Start-up Consulting, Venture Capital, Entrepreneurship, Portfolio Management, Microsoft Office, 3D Brokerage Interface, Bloomberg, Microsoft Excel, PowerPoint, Accounting, Public Speaking, Customer Service, Event Planning, Social Media, Teamwork, Investments, Team Leadership, Social Networking, Community Outreach, Capital Markets, Fixed Income, Fixed Income Portfolio..., Financial Modeling, Bloomberg Terminal, Data Analysis, Analysis, Valuation, Corporate Finance, Business Strategy, Economics, Project Management
Education
Clemson University 2011 — 2015
Bachelor of Science (B.S.) Magna Cum Laude, Corporate Finance, Senior
Geoffrey Sernyak Geoffrey Sernyak's SunTrust Robinson Humphrey Experience May 2013 - July 2013
Job Law Student at Washington University in St. Louis
Industry Real Estate
Experience
Flank May 2015 - August 2015
SunTrust Robinson Humphrey May 2013 - July 2013
Equinox July 2012 - August 2012
Rubin, Fortunato & Harbison P.C. May 2011 - July 2011
Merrill Lynch June 2010 - August 2010
Exelon May 2010 - June 2010
Armstrong, Doyle & Carroll June 2009 - August 2009
Waynesborough Country Club April 2005 - August 2008
Skills
Financial Modeling, Microsoft Excel, PowerPoint, Writing, Oral Communication, Analytical Reasoning, Problem Solving, Bloomberg Terminal, Strategy, Valuation
Education
Washington University in St. Louis 2014 — 2017
Juris Doctor (J.D.), Real Estate
Vanderbilt University 2011 — 2014
Bachelor's Degree, Economics, Dean's List
Dartmouth College - The Tuck School of Business at Dartmouth 2012 — 2012
Tuck Business Bridge Program, Business Administration and Management, General
University College London, U. of London 2012 — 2012
Bachelor of Arts (BA), Economics
Colgate University 2010 — 2011
The Episcopal Academy 2006 — 2010
Flank May 2015 - August 2015
SunTrust Robinson Humphrey May 2013 - July 2013
Equinox July 2012 - August 2012
Rubin, Fortunato & Harbison P.C. May 2011 - July 2011
Merrill Lynch June 2010 - August 2010
Exelon May 2010 - June 2010
Armstrong, Doyle & Carroll June 2009 - August 2009
Waynesborough Country Club April 2005 - August 2008
Skills
Financial Modeling, Microsoft Excel, PowerPoint, Writing, Oral Communication, Analytical Reasoning, Problem Solving, Bloomberg Terminal, Strategy, Valuation
Education
Washington University in St. Louis 2014 — 2017
Juris Doctor (J.D.), Real Estate
Vanderbilt University 2011 — 2014
Bachelor's Degree, Economics, Dean's List
Dartmouth College - The Tuck School of Business at Dartmouth 2012 — 2012
Tuck Business Bridge Program, Business Administration and Management, General
University College London, U. of London 2012 — 2012
Bachelor of Arts (BA), Economics
Colgate University 2010 — 2011
The Episcopal Academy 2006 — 2010
Scott Irvin Scott Irvin's SunTrust Robinson Humphrey Experience April 2007 - June 2014
Job Ratings and Capital Structure Advisory
Industry Investment Banking
Experience
KeyBanc Capital Markets December 2014 - Present
SunTrust Robinson Humphrey April 2007 - June 2014
Banc of America Securities 2001 - 2007
Skills
Ratings Advisory, Financial Structuring, Credit Analysis, Structuring, Series 7, Capital Markets, Investment Banking, Corporate Finance, Structured Finance, Fixed Income, Leveraged Finance, Private Equity
Education
University of South Carolina - The Moore School of Business 1999 — 2001
MBA, International Business
Davidson College 1986 — 1990
BA, German
KeyBanc Capital Markets December 2014 - Present
SunTrust Robinson Humphrey April 2007 - June 2014
Banc of America Securities 2001 - 2007
Skills
Ratings Advisory, Financial Structuring, Credit Analysis, Structuring, Series 7, Capital Markets, Investment Banking, Corporate Finance, Structured Finance, Fixed Income, Leveraged Finance, Private Equity
Education
University of South Carolina - The Moore School of Business 1999 — 2001
MBA, International Business
Davidson College 1986 — 1990
BA, German
Robert Scott Robert Scott's SunTrust Robinson Humphrey Experience September 2003 - July 2005
Job Finance Director at CHEP
Industry Internet
Experience
CHEP September 2014 - Present
The Weather Channel January 2011 - September 2014
The Home Depot January 2007 - January 2011
The Home Depot May 2006 - February 2007
The Home Depot September 2005 - May 2006
SunTrust Robinson Humphrey September 2003 - July 2005
Amphora Discovery May 2002 - August 2002
Deloitte Canada January 1999 - August 2001
Consultec Ltd. January 1995 - January 1998
Skills
Strategic Planning, Strategy, Finance, Management, Financial Analysis, Financial Modeling, Leadership, Analysis, Cross-functional Team..., Forecasting, Competitive Analysis, Budgets, Strategic Financial..., Business Planning, Process Improvement, Mergers & Acquisitions, Corporate Finance, Analytics, Pricing, Team Building, Business Analysis, Supply Chain, Accounting, CRM, Business Development, Executive Management, Business Process..., Integration, Internal Audit, P&L Management, Business Strategy, Valuation, Marketing, Banking, Microsoft Excel, Financial Planning
Education
Duke University - The Fuqua School of Business 2001 — 2003
Master of Business Administration (M.B.A.), Finance
Queen's University 1991 — 1995
Bachelor’s Degree, Mechanical Engineering
CHEP September 2014 - Present
The Weather Channel January 2011 - September 2014
The Home Depot January 2007 - January 2011
The Home Depot May 2006 - February 2007
The Home Depot September 2005 - May 2006
SunTrust Robinson Humphrey September 2003 - July 2005
Amphora Discovery May 2002 - August 2002
Deloitte Canada January 1999 - August 2001
Consultec Ltd. January 1995 - January 1998
Skills
Strategic Planning, Strategy, Finance, Management, Financial Analysis, Financial Modeling, Leadership, Analysis, Cross-functional Team..., Forecasting, Competitive Analysis, Budgets, Strategic Financial..., Business Planning, Process Improvement, Mergers & Acquisitions, Corporate Finance, Analytics, Pricing, Team Building, Business Analysis, Supply Chain, Accounting, CRM, Business Development, Executive Management, Business Process..., Integration, Internal Audit, P&L Management, Business Strategy, Valuation, Marketing, Banking, Microsoft Excel, Financial Planning
Education
Duke University - The Fuqua School of Business 2001 — 2003
Master of Business Administration (M.B.A.), Finance
Queen's University 1991 — 1995
Bachelor’s Degree, Mechanical Engineering
Jacob Roche Jacob Roche's SunTrust Robinson Humphrey Experience July 2009 - July 2011
Job Vice President at Trivest Partners
Industry Venture Capital & Private Equity
Experience
Trivest Partners July 2015 - Present
Sentinel Capital Partners August 2011 - September 2013
SunTrust Robinson Humphrey July 2009 - July 2011
Education
Columbia University - Columbia Business School 2014 — 2015
Master of Business Administration (MBA)
Emory University 2005 — 2009
BBA
St. Xavier High School 2001 — 2005
Trivest Partners July 2015 - Present
Sentinel Capital Partners August 2011 - September 2013
SunTrust Robinson Humphrey July 2009 - July 2011
Education
Columbia University - Columbia Business School 2014 — 2015
Master of Business Administration (MBA)
Emory University 2005 — 2009
BBA
St. Xavier High School 2001 — 2005
Matt Yeager's SunTrust Robinson Humphrey Experience June 2015 - Present
Job Analyst at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey June 2015 - Present
Allied World June 2014 - July 2014
Vancochem, Inc. May 2013 - July 2013
Imagine! Print Solutions May 2012 - July 2012
Skills
Microsoft Office, Customer Service, Microsoft Excel, Research, Public Speaking, Microsoft Word, PowerPoint, Management, Social Media, Leadership, Accounting, Legal Research
Education
Colgate University 2011 — 2015
Bachelor of Science (BS), History
SunTrust Robinson Humphrey June 2015 - Present
Allied World June 2014 - July 2014
Vancochem, Inc. May 2013 - July 2013
Imagine! Print Solutions May 2012 - July 2012
Skills
Microsoft Office, Customer Service, Microsoft Excel, Research, Public Speaking, Microsoft Word, PowerPoint, Management, Social Media, Leadership, Accounting, Legal Research
Education
Colgate University 2011 — 2015
Bachelor of Science (BS), History
Elliott Ruiz's SunTrust Robinson Humphrey Experience July 2011 - June 2013
Job Corporate Finance Manager at Alvogen
Industry Investment Banking
Experience
Alvogen June 2014 - Present
KPMG US June 2013 - May 2014
SunTrust Robinson Humphrey July 2011 - June 2013
Oppenheimer & Co. May 2010 - August 2010
Opus Trading Fund September 2007 - August 2009
Skills
Investment Banking, Equity Research, Equities, Corporate Finance, Financial Modeling, LBO, Building Relationships, Valuation, Mergers & Acquisitions, Financial Analysis, Hedge Funds, DCF, Private Equity, Analysis, Strategy
Education
University of Virginia - Darden Graduate School of Business Administration 2009 — 2011
MBA, Corporate Finance
Cornell University 2002 — 2006
BA, Economics
Alvogen June 2014 - Present
KPMG US June 2013 - May 2014
SunTrust Robinson Humphrey July 2011 - June 2013
Oppenheimer & Co. May 2010 - August 2010
Opus Trading Fund September 2007 - August 2009
Skills
Investment Banking, Equity Research, Equities, Corporate Finance, Financial Modeling, LBO, Building Relationships, Valuation, Mergers & Acquisitions, Financial Analysis, Hedge Funds, DCF, Private Equity, Analysis, Strategy
Education
University of Virginia - Darden Graduate School of Business Administration 2009 — 2011
MBA, Corporate Finance
Cornell University 2002 — 2006
BA, Economics
Michael Kerrane Michael Kerrane's SunTrust Robinson Humphrey Experience December 2012 - Present
Job Managing Director at SunTrust Robinson Humphrey
Industry Banking
Experience
SunTrust Robinson Humphrey December 2012 - Present
J.P. Morgan February 2006 - May 2012
J.P. Morgan May 2000 - February 2006
Lehman Brothers April 1999 - May 2000
Standard & Poor's August 1997 - May 1999
Skills
Alternative Investments, Valuation, High Yield, Management, Bloomberg, Capital Markets, Corporate Finance, Financial Modeling, Credit, Equity Research, Loans, Private Equity, Equities, Fixed Income, Hedge Funds, Investment Banking, Syndications, Sell Side, Portfolio Management
Education
Cornell University - Johnson Graduate School of Management 1995 — 1997
MBA, Finance
University of California, Los Angeles 1986 — 1991
BA
SunTrust Robinson Humphrey December 2012 - Present
J.P. Morgan February 2006 - May 2012
J.P. Morgan May 2000 - February 2006
Lehman Brothers April 1999 - May 2000
Standard & Poor's August 1997 - May 1999
Skills
Alternative Investments, Valuation, High Yield, Management, Bloomberg, Capital Markets, Corporate Finance, Financial Modeling, Credit, Equity Research, Loans, Private Equity, Equities, Fixed Income, Hedge Funds, Investment Banking, Syndications, Sell Side, Portfolio Management
Education
Cornell University - Johnson Graduate School of Management 1995 — 1997
MBA, Finance
University of California, Los Angeles 1986 — 1991
BA
Alexandra (Bernon) Weinstein Alexandra (Bernon) Weinstein's SunTrust Robinson Humphrey Experience July 2007 - April 2012
Job Seasoned finance professional passionate about the technology and healthcare spaces
Industry Information Technology and Services
Experience
SWM internationnal November 2014 - Present
MedAssets May 2013 - November 2014
MedAssets April 2012 - May 2013
SunTrust Robinson Humphrey July 2007 - April 2012
Morgan Stanley June 2005 - February 2006
Stern Advertising May 2005 - August 2005
Skills
Financial Modeling, Investment Banking, Financial Analysis, Strategic Financial..., Corporate Finance, Finance, Strategy, Healthcare Information..., Corporate FP&A, IT Financial Management, Forecasting, Operating Budgets, Capital Budgeting, Strategic Planning, IT Asset Management, Ad Hoc Reporting, Structured Products, Project Management, Project Coordination, Securitization, CLO, Data Analysis, Capital Markets, Strategic Finance, FP&A, Healthcare Industry, Group Reorganisations, Cost Planning, Mergers & Acquisitions, Microsoft Excel, PowerPoint, Executive Presentation...
Education
Emory University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance, Marketing
Emory University - Goizueta Business School 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
SWM internationnal November 2014 - Present
MedAssets May 2013 - November 2014
MedAssets April 2012 - May 2013
SunTrust Robinson Humphrey July 2007 - April 2012
Morgan Stanley June 2005 - February 2006
Stern Advertising May 2005 - August 2005
Skills
Financial Modeling, Investment Banking, Financial Analysis, Strategic Financial..., Corporate Finance, Finance, Strategy, Healthcare Information..., Corporate FP&A, IT Financial Management, Forecasting, Operating Budgets, Capital Budgeting, Strategic Planning, IT Asset Management, Ad Hoc Reporting, Structured Products, Project Management, Project Coordination, Securitization, CLO, Data Analysis, Capital Markets, Strategic Finance, FP&A, Healthcare Industry, Group Reorganisations, Cost Planning, Mergers & Acquisitions, Microsoft Excel, PowerPoint, Executive Presentation...
Education
Emory University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance, Marketing
Emory University - Goizueta Business School 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
Chris Vincent Chris Vincent's SunTrust Robinson Humphrey Experience June 2014 - August 2014
Job Associate at BlackArch Partners
Industry Investment Banking
Experience
SunTrust Robinson Humphrey June 2014 - August 2014
Tantus Technologies, Inc. January 2012 - June 2013
Tantus Technologies, Inc. January 2011 - December 2011
PricewaterhouseCoopers November 2008 - December 2010
CGI Federal December 2007 - January 2008
GaiaTech May 2007 - August 2007
Upstate Institute Fellowship May 2006 - August 2006
Skills
Data Analysis, Data Management, Excel, MS Project, Program Management, Workflow Analysis, Reporting & Analysis, Dashboard, Performance Metrics, Microsoft SQL Server, Business Process..., Quality Assurance, Project Management, Microsoft Excel, Risk Management, Management, Process Improvement, Risk Assessment, Analysis, Consulting, Financial Modeling
Education
Duke University - The Fuqua School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Concentrations -- Finance and Energy Finance
Colgate University 2004 — 2008
Biology, Liberal Arts
SunTrust Robinson Humphrey June 2014 - August 2014
Tantus Technologies, Inc. January 2012 - June 2013
Tantus Technologies, Inc. January 2011 - December 2011
PricewaterhouseCoopers November 2008 - December 2010
CGI Federal December 2007 - January 2008
GaiaTech May 2007 - August 2007
Upstate Institute Fellowship May 2006 - August 2006
Skills
Data Analysis, Data Management, Excel, MS Project, Program Management, Workflow Analysis, Reporting & Analysis, Dashboard, Performance Metrics, Microsoft SQL Server, Business Process..., Quality Assurance, Project Management, Microsoft Excel, Risk Management, Management, Process Improvement, Risk Assessment, Analysis, Consulting, Financial Modeling
Education
Duke University - The Fuqua School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Concentrations -- Finance and Energy Finance
Colgate University 2004 — 2008
Biology, Liberal Arts
Artur Meyster Artur Meyster's SunTrust Robinson Humphrey Experience June 2012 - December 2014
Job FullStack Software Engineer
Industry Computer Software
Experience
Hack Reactor January 2015 - Present
SunTrust Robinson Humphrey June 2012 - December 2014
CinqueCollective.com September 2010 - May 2012
Genesis Capital May 2011 - October 2011
Goizueta Investment Fund September 2010 - September 2011
JP Turner & Company, LLC March 2011 - May 2011
The Star Group June 2009 - January 2011
First Manhattan Co. June 2007 - August 2007
Skills
Valuation, Due Diligence, Financial Modeling, Investments, SEO, HTML, CSS3, Ruby, Finance, Front-end Development, JavaScript, Node.js, Databases, jQuery, AngularJS, Backbone.js, MySQL, D3.js, SQL, MongoDB, GruntJS, Gulp, Git, CSS, Start-ups, Equity Research, Data Analysis, Investment Banking, Leadership, Financial Analysis, Alternative Investments, PowerPoint
Education
Emory University - Goizueta Business School 2010 — 2012
Emory University 2008 — 2010
Hack Reactor January 2015 - Present
SunTrust Robinson Humphrey June 2012 - December 2014
CinqueCollective.com September 2010 - May 2012
Genesis Capital May 2011 - October 2011
Goizueta Investment Fund September 2010 - September 2011
JP Turner & Company, LLC March 2011 - May 2011
The Star Group June 2009 - January 2011
First Manhattan Co. June 2007 - August 2007
Skills
Valuation, Due Diligence, Financial Modeling, Investments, SEO, HTML, CSS3, Ruby, Finance, Front-end Development, JavaScript, Node.js, Databases, jQuery, AngularJS, Backbone.js, MySQL, D3.js, SQL, MongoDB, GruntJS, Gulp, Git, CSS, Start-ups, Equity Research, Data Analysis, Investment Banking, Leadership, Financial Analysis, Alternative Investments, PowerPoint
Education
Emory University - Goizueta Business School 2010 — 2012
Emory University 2008 — 2010
Scott McLaughlin Scott McLaughlin's SunTrust Robinson Humphrey Experience June 2015 - Present
Job Managing Director, SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey June 2015 - Present
Lazard Capital Markets May 2007 - March 2014
WR Hambrecht + Co 2003 - 2007
Citigroup March 2002 - October 2003
Hambrecht & Quist 1997 - 2001
Hyperion Software 1991 - 1995
Kidder Peabody 1989 - 1991
Skills
Series 7, Series 63, FINRA, Fixed Income, Series 24, Asset Management, Securities, Capital Markets, Hedge Funds, Electronic Trading, Equity Research, Investments, Finance, Equities, Investment Banking, Bloomberg, Alternative Investments, Financial Markets, Equity Trading, Private Equity, Equity Valuation, Valuation, Institutional..., Trading, Series 87, Leadership, Strategic Planning
Education
Columbia University - Columbia Business School
MBA, Finance
Syracuse University
BS, Finance
SunTrust Robinson Humphrey June 2015 - Present
Lazard Capital Markets May 2007 - March 2014
WR Hambrecht + Co 2003 - 2007
Citigroup March 2002 - October 2003
Hambrecht & Quist 1997 - 2001
Hyperion Software 1991 - 1995
Kidder Peabody 1989 - 1991
Skills
Series 7, Series 63, FINRA, Fixed Income, Series 24, Asset Management, Securities, Capital Markets, Hedge Funds, Electronic Trading, Equity Research, Investments, Finance, Equities, Investment Banking, Bloomberg, Alternative Investments, Financial Markets, Equity Trading, Private Equity, Equity Valuation, Valuation, Institutional..., Trading, Series 87, Leadership, Strategic Planning
Education
Columbia University - Columbia Business School
MBA, Finance
Syracuse University
BS, Finance
William Curran's SunTrust Robinson Humphrey Experience June 2015 - August 2015
Job Davidson College StudentAthlete & Incoming Corporate Investment Banking Analyst
Industry Financial Services
Experience
SunTrust Robinson Humphrey June 2015 - August 2015
TRIMONT R E Advisors May 2014 - June 2014
TRIMONT R E Advisors June 2013 - July 2013
Atlantic Trust Private Wealth Management August 2012 - August 2012
Watts & Browning June 2011 - June 2011
Dunwoody Speed May 2011 - June 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Teamwork, Public Speaking, Written & Oral..., Strategic Planning, Youth Development, Sports Coaching
Education
Davidson College 2012 — 2016
ECONOMICS AND FINANCE
The London School of Economics and Political Science (LSE) 2014 — 2014
Public Finance - Analytical tools and their application to key policy issues.
Training the Street 2013 — 2013
Marist School 2006 — 2012
Honor Graduate, A.P. Scholar with Distinction
Woodward Academy 1998 — 2006
SunTrust Robinson Humphrey June 2015 - August 2015
TRIMONT R E Advisors May 2014 - June 2014
TRIMONT R E Advisors June 2013 - July 2013
Atlantic Trust Private Wealth Management August 2012 - August 2012
Watts & Browning June 2011 - June 2011
Dunwoody Speed May 2011 - June 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Teamwork, Public Speaking, Written & Oral..., Strategic Planning, Youth Development, Sports Coaching
Education
Davidson College 2012 — 2016
ECONOMICS AND FINANCE
The London School of Economics and Political Science (LSE) 2014 — 2014
Public Finance - Analytical tools and their application to key policy issues.
Training the Street 2013 — 2013
Marist School 2006 — 2012
Honor Graduate, A.P. Scholar with Distinction
Woodward Academy 1998 — 2006
David H. Jacob David H. Jacob's SunTrust Robinson Humphrey Experience June 2011 - July 2013
Job MBA Candidate Duke University, The Fuqua School of Business
Industry Venture Capital & Private Equity
Experience
Duke Angel Network August 2015 - Present
Sheridan Legacy Group July 2013 - July 2015
SunTrust Robinson Humphrey June 2011 - July 2013
UBS Wealth Management May 2010 - August 2010
Skills
Financial Analysis, Growth Capital, Financial Modeling, Investment Banking, Bloomberg, Valuation, Equities, Corporate Finance, Capital Markets, Equity Research, Investments, LBO, Mergers & Acquisitions, Portfolio Management, Private Equity, Finance
Education
Duke University - The Fuqua School of Business 2015 — 2017
Master of Business Administration (MBA)
Miami University 2007 — 2011
Bachelor of Science (B.S.), Finance
Thomas Worthington High School 2003 — 2007
Duke Angel Network August 2015 - Present
Sheridan Legacy Group July 2013 - July 2015
SunTrust Robinson Humphrey June 2011 - July 2013
UBS Wealth Management May 2010 - August 2010
Skills
Financial Analysis, Growth Capital, Financial Modeling, Investment Banking, Bloomberg, Valuation, Equities, Corporate Finance, Capital Markets, Equity Research, Investments, LBO, Mergers & Acquisitions, Portfolio Management, Private Equity, Finance
Education
Duke University - The Fuqua School of Business 2015 — 2017
Master of Business Administration (MBA)
Miami University 2007 — 2011
Bachelor of Science (B.S.), Finance
Thomas Worthington High School 2003 — 2007
Kyle Stinchcomb Kyle Stinchcomb's SunTrust Robinson Humphrey Experience June 2014 - Present
Job Analyst at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey June 2014 - Present
Watermark Advisors September 2013 - November 2013
TD June 2013 - August 2013
Education
Clemson University 2010 — 2014
Bachelor's degree, Finance and Financial Management Services
New Providence High School
SunTrust Robinson Humphrey June 2014 - Present
Watermark Advisors September 2013 - November 2013
TD June 2013 - August 2013
Education
Clemson University 2010 — 2014
Bachelor's degree, Finance and Financial Management Services
New Providence High School
Katie Milling Benzinger Katie Milling Benzinger's SunTrust Robinson Humphrey Experience 2002 - 2005
Job Realtor Extraordinaire and People Specialist at Berkshire Hathaway Home Services Georgia Properties
Industry Real Estate
Experience
Berkshire Hathaway Home Services Georgia Properties August 2012 - Present
Rotary Club of Buford North Gwinnett 2011 - 2014
Better Homes and Gardens Real Estate Metro Brokers March 2011 - August 2012
Re/Max Greater Atlanta December 2004 - April 2011
SunTrust Robinson Humphrey 2002 - 2005
Clarus Corporation 2000 - 2001
SunTrust 1997 - 2000
Microbilt 1995 - 1997
CFI ProServices 1995 - 1997
Harland 1995 - 1997
Skills
Real Estate, Investment Properties, Foreclosures, Sellers, Investors, Relocation, Single Family Homes, Selling, First Time Home Buyers, Short Sales, Residential Homes, Investments, HUD, Referrals, Condos, Contract Negotiation, Real Estate Transactions, Buyer Representation, Negotiation, REO, Buyers, Sales
Education
Eastern Illinois University 1988 — 1993
Bachelor of Science (B.S.), Computer/Information Technology Administration and Management
Berkshire Hathaway Home Services Georgia Properties August 2012 - Present
Rotary Club of Buford North Gwinnett 2011 - 2014
Better Homes and Gardens Real Estate Metro Brokers March 2011 - August 2012
Re/Max Greater Atlanta December 2004 - April 2011
SunTrust Robinson Humphrey 2002 - 2005
Clarus Corporation 2000 - 2001
SunTrust 1997 - 2000
Microbilt 1995 - 1997
CFI ProServices 1995 - 1997
Harland 1995 - 1997
Skills
Real Estate, Investment Properties, Foreclosures, Sellers, Investors, Relocation, Single Family Homes, Selling, First Time Home Buyers, Short Sales, Residential Homes, Investments, HUD, Referrals, Condos, Contract Negotiation, Real Estate Transactions, Buyer Representation, Negotiation, REO, Buyers, Sales
Education
Eastern Illinois University 1988 — 1993
Bachelor of Science (B.S.), Computer/Information Technology Administration and Management
Benjamin Saban Benjamin Saban's SunTrust Robinson Humphrey Experience 1996 - 2004
Job Member Board of Directors at The CocaCola Company
Industry Investment Banking
Experience
Self-employed Member Board of DirectorsThe Coca-Cola Company2009 - Present
SunTrust Robinson Humphrey 1996 - 2004
Bain Capital 1992 - 1996
Goldman Sachs 1985 - 1992
Skills
Executive Management
Education
Columbia University in the City of New York 1981 — 1983
Master of Business Administration (M.B.A.), Finance, General
Dartmouth College 1974 — 1978
Bachelor's Degree, Accounting and Finance
Self-employed Member Board of DirectorsThe Coca-Cola Company2009 - Present
SunTrust Robinson Humphrey 1996 - 2004
Bain Capital 1992 - 1996
Goldman Sachs 1985 - 1992
Skills
Executive Management
Education
Columbia University in the City of New York 1981 — 1983
Master of Business Administration (M.B.A.), Finance, General
Dartmouth College 1974 — 1978
Bachelor's Degree, Accounting and Finance
Joe Creel Joe Creel's SunTrust Robinson Humphrey Experience 2015 - Present
Job Analyst at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey 2015 - Present
Skills
Microsoft Office, Customer Service, Leadership, Microsoft Excel, Management, PowerPoint, Financial Analysis, Accounting, Financial Modeling, Time Management, Social Media, Teamwork, Data Analysis
Education
Clemson University 2010 — 2015
Bachelor’s Degree, Finance and Financial Management Services
Clemson University 2010 — 2015
Bachelor’s Degree, Accounting
SunTrust Robinson Humphrey 2015 - Present
Skills
Microsoft Office, Customer Service, Leadership, Microsoft Excel, Management, PowerPoint, Financial Analysis, Accounting, Financial Modeling, Time Management, Social Media, Teamwork, Data Analysis
Education
Clemson University 2010 — 2015
Bachelor’s Degree, Finance and Financial Management Services
Clemson University 2010 — 2015
Bachelor’s Degree, Accounting
Hayden Garrett Hayden Garrett's SunTrust Robinson Humphrey Experience July 2015 - Present
Job Portfolio Management Analyst at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey July 2015 - Present
Duke Energy Corporation May 2014 - August 2014
Skills
PowerPoint, Time Management, Teamwork, Public Speaking, Social Media, Bloomberg Terminal, Financial Analysis, Leadership, Finance, Management, Accounting, Microsoft Excel, Access, Strategic Financial...
Education
Clemson University 2011 — 2015
Bachelor of Science, Financial Management
SunTrust Robinson Humphrey July 2015 - Present
Duke Energy Corporation May 2014 - August 2014
Skills
PowerPoint, Time Management, Teamwork, Public Speaking, Social Media, Bloomberg Terminal, Financial Analysis, Leadership, Finance, Management, Accounting, Microsoft Excel, Access, Strategic Financial...
Education
Clemson University 2011 — 2015
Bachelor of Science, Financial Management
Luke Blades Luke Blades's SunTrust Robinson Humphrey Experience July 2015 - Present
Job EFG Investment Banking Analyst at Suntrust Robinson Humphries
Industry Financial Services
Experience
SunTrust Robinson Humphrey July 2015 - Present
Davidson College August 2011 - May 2015
Sports Made Personal June 2014 - August 2014
Darice, Inc. May 2013 - August 2013
Skills
Microsoft Excel, Teamwork, Leadership, Soccer, Data Analysis, Time Management, Probability, Matlab, German, Microsoft Word, PowerPoint, Social Media, LaTeX, Fundraising
Education
Davidson College 2011 — 2015
Bachelor of Science (B.S.), Mathematics
New York University 2014 — 2014
Economics, London Abroad Program
SunTrust Robinson Humphrey July 2015 - Present
Davidson College August 2011 - May 2015
Sports Made Personal June 2014 - August 2014
Darice, Inc. May 2013 - August 2013
Skills
Microsoft Excel, Teamwork, Leadership, Soccer, Data Analysis, Time Management, Probability, Matlab, German, Microsoft Word, PowerPoint, Social Media, LaTeX, Fundraising
Education
Davidson College 2011 — 2015
Bachelor of Science (B.S.), Mathematics
New York University 2014 — 2014
Economics, London Abroad Program
Nathan Robertson's SunTrust Robinson Humphrey Experience August 2011 - July 2013
Job Associate at Harris Williams & Co.
Industry Investment Banking
Experience
Harris Williams & Co. June 2015 - Present
Harris Williams & Co. June 2014 - August 2014
SunTrust Robinson Humphrey August 2011 - July 2013
The Ayco Company, L.P. June 2010 - August 2011
Skills
Financial Modeling, Investments, Investment Banking, Financial Analysis, Bloomberg, Valuation, Equities, Series 7, Corporate Finance, Fixed Income, Private Equity, Financial Statement..., Mergers & Acquisitions, Finance
Education
Duke Fuqua School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance, General
The University of Georgia 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Harris Williams & Co. June 2015 - Present
Harris Williams & Co. June 2014 - August 2014
SunTrust Robinson Humphrey August 2011 - July 2013
The Ayco Company, L.P. June 2010 - August 2011
Skills
Financial Modeling, Investments, Investment Banking, Financial Analysis, Bloomberg, Valuation, Equities, Series 7, Corporate Finance, Fixed Income, Private Equity, Financial Statement..., Mergers & Acquisitions, Finance
Education
Duke Fuqua School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance, General
The University of Georgia 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
William Ten Eyck William Ten Eyck's SunTrust Robinson Humphrey Experience June 2014 - Present
Job Analyst at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey June 2014 - Present
Office Depot May 2013 - August 2013
Aon July 2012 - May 2013
Education
University of Florida 2013 — 2014
Master of Science (M.S.), Finance
University of Central Florida 2011 — 2013
Bachelor of Science in Business Administration (B.S.B.A.), Economics, 3.91
Clemson University 2010 — 2011
Bachelor of Science (B.S.), Economics, 3.8
SunTrust Robinson Humphrey June 2014 - Present
Office Depot May 2013 - August 2013
Aon July 2012 - May 2013
Education
University of Florida 2013 — 2014
Master of Science (M.S.), Finance
University of Central Florida 2011 — 2013
Bachelor of Science in Business Administration (B.S.B.A.), Economics, 3.91
Clemson University 2010 — 2011
Bachelor of Science (B.S.), Economics, 3.8
Beth McManus Remick,CFP® Beth McManus Remick,CFP®'s SunTrust Robinson Humphrey Experience August 1987 - August 1989
Job Certified Financial Planner™
Industry Financial Services
Experience
Ithaka Financial Planning, LLC February 2010 - Present
The World Bank January 2010 - Present
Yeske Buie 1998 - December 2009
Fannie Mae Corporation June 1993 - November 1998
Eli Lilly August 1991 - May 1993
SunTrust Robinson Humphrey August 1987 - August 1989
Education
Duke University - The Fuqua School of Business 1989 — 1991
MBA, Finance
University of Virginia 1982 — 1986
B.S. Commerce, Finance
Ithaka Financial Planning, LLC February 2010 - Present
The World Bank January 2010 - Present
Yeske Buie 1998 - December 2009
Fannie Mae Corporation June 1993 - November 1998
Eli Lilly August 1991 - May 1993
SunTrust Robinson Humphrey August 1987 - August 1989
Education
Duke University - The Fuqua School of Business 1989 — 1991
MBA, Finance
University of Virginia 1982 — 1986
B.S. Commerce, Finance
William Schaeffer William Schaeffer's SunTrust Robinson Humphrey Experience May 2015 - Present
Job Investment Banking Associate at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey May 2015 - Present
Wells Fargo Securities July 2013 - May 2015
Wells Fargo Securities May 2012 - August 2012
Booz Allen Hamilton November 2008 - May 2011
Microwave Concepts November 2007 - November 2008
SRC March 2006 - November 2007
Education
Duke Fuqua School of Business 2011 — 2013
MBA
University of Virginia 2004 — 2006
M.S., Electrical Engineering
University of Michigan 2000 — 2004
B.S.E., Electrical Engineering
Saint Joseph High School 1996 — 2000
SunTrust Robinson Humphrey May 2015 - Present
Wells Fargo Securities July 2013 - May 2015
Wells Fargo Securities May 2012 - August 2012
Booz Allen Hamilton November 2008 - May 2011
Microwave Concepts November 2007 - November 2008
SRC March 2006 - November 2007
Education
Duke Fuqua School of Business 2011 — 2013
MBA
University of Virginia 2004 — 2006
M.S., Electrical Engineering
University of Michigan 2000 — 2004
B.S.E., Electrical Engineering
Saint Joseph High School 1996 — 2000
Todd Jarvis Todd Jarvis's SunTrust Robinson Humphrey Experience 1996 - 1998
Job Vice President, Global Business Development at NOMi
Industry Computer Software
Experience
Nomi 2011 - Present
Brickstream Corporation 2011 - Present
ORTEC 2010 - 2011
UPS Logistics Technologies 2002 - 2010
Clarus Corporation 1999 - 2002
InterContinental Hotels Group 1998 - 1999
SunTrust Robinson Humphrey 1996 - 1998
Andersen Consulting June 1994 - August 1996
Merrill Lynch June 1993 - August 1993
Deloitte Consulting May 1990 - August 1992
Skills
International Business..., Direct Sales, Enterprise Software, Solution Selling, Sales Management, New Business Development, Account Management, Business Alliances, Business Development, Business Strategy, Strategic Partnerships, Sales, Management, SaaS, Partner Management, Sales Operations, International Sales, Process Improvement, Strategic Planning, Channel Sales, Professional Services, CRM, Logistics, Start-ups, Channel Partners, Team Building, Contract Negotiation
Education
Duke University - The Fuqua School of Business 1992 — 1994
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1986 — 1990
Bachelor of Science with Distinction, Business Administration
Nomi 2011 - Present
Brickstream Corporation 2011 - Present
ORTEC 2010 - 2011
UPS Logistics Technologies 2002 - 2010
Clarus Corporation 1999 - 2002
InterContinental Hotels Group 1998 - 1999
SunTrust Robinson Humphrey 1996 - 1998
Andersen Consulting June 1994 - August 1996
Merrill Lynch June 1993 - August 1993
Deloitte Consulting May 1990 - August 1992
Skills
International Business..., Direct Sales, Enterprise Software, Solution Selling, Sales Management, New Business Development, Account Management, Business Alliances, Business Development, Business Strategy, Strategic Partnerships, Sales, Management, SaaS, Partner Management, Sales Operations, International Sales, Process Improvement, Strategic Planning, Channel Sales, Professional Services, CRM, Logistics, Start-ups, Channel Partners, Team Building, Contract Negotiation
Education
Duke University - The Fuqua School of Business 1992 — 1994
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1986 — 1990
Bachelor of Science with Distinction, Business Administration
Hooper Stevens Hooper Stevens's SunTrust Robinson Humphrey Experience September 2000 - January 2004
Job
Industry Broadcast Media
Experience
Sirius XM Radio Inc. February 2011 - Present
Sirius XM Radio Inc. February 2008 - February 2011
Sirius Satellite Radio February 2005 - February 2008
Banc of America Securities January 2004 - January 2005
Suntrust Robinson Humphrey September 2000 - January 2004
Education
Emory University
Bachelor's degree
Sirius XM Radio Inc. February 2011 - Present
Sirius XM Radio Inc. February 2008 - February 2011
Sirius Satellite Radio February 2005 - February 2008
Banc of America Securities January 2004 - January 2005
Suntrust Robinson Humphrey September 2000 - January 2004
Education
Emory University
Bachelor's degree
David Van Hoy David Van Hoy's SunTrust Robinson Humphrey Experience June 2011 - June 2014
Job Leveraged Finance at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch August 2014 - Present
SunTrust Robinson Humphrey June 2011 - June 2014
Skills
Investment Banking, Financial Modeling, Valuation, Leveraged Finance, LBO, High Yield Bonds, Bloomberg, Financial Analysis, DCF Valuation, DCF, Corporate Finance, Private Equity, Microsoft Excel
Education
Clemson University
BS, Biological Sciences
Clemson University - College of Business and Behavioral Science
BS, Corporate Finance; Accounting Minor
Bank of America Merrill Lynch August 2014 - Present
SunTrust Robinson Humphrey June 2011 - June 2014
Skills
Investment Banking, Financial Modeling, Valuation, Leveraged Finance, LBO, High Yield Bonds, Bloomberg, Financial Analysis, DCF Valuation, DCF, Corporate Finance, Private Equity, Microsoft Excel
Education
Clemson University
BS, Biological Sciences
Clemson University - College of Business and Behavioral Science
BS, Corporate Finance; Accounting Minor
Bruce Nave Bruce Nave's SunTrust Robinson Humphrey Experience August 2006 - February 2009
Job Senior Loan Officer at TD Bank
Industry Banking
Experience
TD Bank January 2010 - Present
First Tennessee Bank May 2009 - January 2010
SunTrust Robinson Humphrey August 2006 - February 2009
SunTrust Bank March 2000 - August 2006
Crestar Bank 1992 - 2000
NationsBank 1985 - 1992
Sovran Bank October 1984 - August 1985
Sovran Bank August 1983 - October 1984
Virginia National Bank March 1983 - August 1983
Marion Senior High School August 1979 - June 1980
Skills
Corporate Finance, Derivatives, Management, Public Finance, Healthcare, Healthcare Management, Banking, Financial Services, Investments, Finance, Credit Analysis, Commercial Banking, Commercial Lending, Credit, Loans, Portfolio Management, Treasury Management, Investment Banking, Credit Risk, Mortgage Lending, Business Strategy, Loan Origination, Small Business Lending, Commercial Mortgages, Consumer Lending
Education
Northcentral University 2010 — 2013
ABD, Business Admin, Healthcare Admin
The College of William and Mary - The Mason School of Business 1980 — 1982
MBA, Business Administration
Emory and Henry College 1975 — 1979
BA, History and Social Studies
TC Williams HS 1973 — 1975
College Prep, General
TD Bank January 2010 - Present
First Tennessee Bank May 2009 - January 2010
SunTrust Robinson Humphrey August 2006 - February 2009
SunTrust Bank March 2000 - August 2006
Crestar Bank 1992 - 2000
NationsBank 1985 - 1992
Sovran Bank October 1984 - August 1985
Sovran Bank August 1983 - October 1984
Virginia National Bank March 1983 - August 1983
Marion Senior High School August 1979 - June 1980
Skills
Corporate Finance, Derivatives, Management, Public Finance, Healthcare, Healthcare Management, Banking, Financial Services, Investments, Finance, Credit Analysis, Commercial Banking, Commercial Lending, Credit, Loans, Portfolio Management, Treasury Management, Investment Banking, Credit Risk, Mortgage Lending, Business Strategy, Loan Origination, Small Business Lending, Commercial Mortgages, Consumer Lending
Education
Northcentral University 2010 — 2013
ABD, Business Admin, Healthcare Admin
The College of William and Mary - The Mason School of Business 1980 — 1982
MBA, Business Administration
Emory and Henry College 1975 — 1979
BA, History and Social Studies
TC Williams HS 1973 — 1975
College Prep, General
Emily Shields's SunTrust Robinson Humphrey Experience March 2014 - Present
Job Director, Securitization Head of Structuring at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey March 2014 - Present
SunTrust Robinson Humphrey April 2010 - March 2014
SunTrust Robinson Humphrey April 2007 - April 2010
SunTrust Capital Markets February 2005 - April 2007
Skills
Capital Markets, Securitization, Financial Structuring, Investment Banking, Financial Modeling, Alternative Investments, Corporate Finance, Portfolio Management, Structured Finance, Structured Products, Credit Analysis, Asset Management
Education
Clemson University 2000 — 2004
Bachelor of Science, Financial Management, Accounting
SunTrust Robinson Humphrey March 2014 - Present
SunTrust Robinson Humphrey April 2010 - March 2014
SunTrust Robinson Humphrey April 2007 - April 2010
SunTrust Capital Markets February 2005 - April 2007
Skills
Capital Markets, Securitization, Financial Structuring, Investment Banking, Financial Modeling, Alternative Investments, Corporate Finance, Portfolio Management, Structured Finance, Structured Products, Credit Analysis, Asset Management
Education
Clemson University 2000 — 2004
Bachelor of Science, Financial Management, Accounting
Jorge Méndez Estrada's SunTrust Robinson Humphrey Experience July 2014 - Present
Job TMT Investment Banking Analyst at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey July 2014 - Present
Acorn Innovestments April 2014 - July 2014
Wake Forest University Office of Investments December 2013 - January 2014
Mary Reynolds Babcock Foundation December 2013 - January 2014
Inception Micro Angel Fund, LLC July 2013 - July 2013
RLS Health August 2012 - July 2013
Salisbury Symphony Orchestra April 2009 - June 2013
Skills
Volunteer Management, Public Speaking, Entrepreneurship, Philanthropy, Event Planning, Social Media, Research, Fundraising, Teaching, Financial Modeling, Microsoft Excel, PowerPoint, Leadership
Education
Fuqua School of Business, Duke University 2013 — 2014
Master's Degree, Management Studies
Wake Forest University 2008 — 2012
Bachelor of Science (B.S.), cum laude, Health Sciences/Pre-med; Philosophy minor
SunTrust Robinson Humphrey July 2014 - Present
Acorn Innovestments April 2014 - July 2014
Wake Forest University Office of Investments December 2013 - January 2014
Mary Reynolds Babcock Foundation December 2013 - January 2014
Inception Micro Angel Fund, LLC July 2013 - July 2013
RLS Health August 2012 - July 2013
Salisbury Symphony Orchestra April 2009 - June 2013
Skills
Volunteer Management, Public Speaking, Entrepreneurship, Philanthropy, Event Planning, Social Media, Research, Fundraising, Teaching, Financial Modeling, Microsoft Excel, PowerPoint, Leadership
Education
Fuqua School of Business, Duke University 2013 — 2014
Master's Degree, Management Studies
Wake Forest University 2008 — 2012
Bachelor of Science (B.S.), cum laude, Health Sciences/Pre-med; Philosophy minor
Ben Hirschland Ben Hirschland's SunTrust Robinson Humphrey Experience May 2015 - Present
Job Suntrust Robinson Humphrey Analyst
Industry Investment Banking
Experience
SunTrust Robinson Humphrey May 2015 - Present
Bank of America June 2014 - August 2014
Clemson University August 2012 - December 2013
Carestream Dental May 2012 - September 2012
Georgia Officials Association April 2008 - August 2012
Jeffrey W. Jordan, DMD, MSD, PC Orthodontics May 2010 - September 2011
Skills
Advertising, Photoshop, Management, Budgets, Public Speaking, Leadership, Research, Time Management, Event Planning, Social Networking, Teamwork, Fundraising, Social Media Marketing, Nonprofits, Team Leadership, Marketing, Strategic Planning, Event Management, Public Relations, Financial Analysis, Editing, Marketing Communications, Project Management, Microsoft Excel
Education
Clemson University - College of Business and Behavioral Science 2011 — 2015
BS, Finance Management, 3.74/4.0
Milton High School 2007 — 2011
SunTrust Robinson Humphrey May 2015 - Present
Bank of America June 2014 - August 2014
Clemson University August 2012 - December 2013
Carestream Dental May 2012 - September 2012
Georgia Officials Association April 2008 - August 2012
Jeffrey W. Jordan, DMD, MSD, PC Orthodontics May 2010 - September 2011
Skills
Advertising, Photoshop, Management, Budgets, Public Speaking, Leadership, Research, Time Management, Event Planning, Social Networking, Teamwork, Fundraising, Social Media Marketing, Nonprofits, Team Leadership, Marketing, Strategic Planning, Event Management, Public Relations, Financial Analysis, Editing, Marketing Communications, Project Management, Microsoft Excel
Education
Clemson University - College of Business and Behavioral Science 2011 — 2015
BS, Finance Management, 3.74/4.0
Milton High School 2007 — 2011
Cody Chesneau's SunTrust Robinson Humphrey Experience September 2014 - September 2015
Job IT Professional | Project and Contract Management | Software Delivery
Industry Computer Software
Experience
Fuel Quality Services, Inc. September 2015 - Present
SunTrust Robinson Humphrey September 2014 - September 2015
Start Smart February 2014 - May 2014
Big Sky Resort December 2013 - January 2014
Re-Calculate September 2012 - May 2013
Epic Bass Time March 2012 - October 2012
Independent January 2012 - January 2012
Wofford College IT Help Desk September 2011 - December 2011
Wofford College Software Engineering September 2011 - December 2011
Florida International University May 2011 - August 2011
Skills
Dedicated, Committed, Learner, HTML, Python, C++, PHP, Java, Critical Thinking, Objective-C, Creative Solutions, Pattern Recognition, Adaptive Learning, Computer Science, Algorithms, C, Programming, Software Engineering, Troubleshooting, MySQL, Linux, Windows, Leadership, Software Development, Teamwork, Data Analysis, JavaScript, Managed Hosting, PowerPoint, Microsoft Excel, CSS, Research, SQL, Blogging, Access, Databases, Training, Management, Web Development, Microsoft Office, Social Media, Project Management, WordPress, HTML 5, Strategy, Visio, jQuery, Unix, Marketing, phpMyAdmin
Education
Duke University - Fuqua School of Business 2013 — 2014
Master of Management, Business, 3.40
Wofford College 2009 — 2013
B.S., Computer Science, Finance, and an emphasis in Information Management, 3.41
University of Auckland 2012 — 2012
Bachelor of Science (B.S.), Computer Science and Finance, 3.6
North Gwinnett High School 2005 — 2009
High School Diploma, 3.8
Fuel Quality Services, Inc. September 2015 - Present
SunTrust Robinson Humphrey September 2014 - September 2015
Start Smart February 2014 - May 2014
Big Sky Resort December 2013 - January 2014
Re-Calculate September 2012 - May 2013
Epic Bass Time March 2012 - October 2012
Independent January 2012 - January 2012
Wofford College IT Help Desk September 2011 - December 2011
Wofford College Software Engineering September 2011 - December 2011
Florida International University May 2011 - August 2011
Skills
Dedicated, Committed, Learner, HTML, Python, C++, PHP, Java, Critical Thinking, Objective-C, Creative Solutions, Pattern Recognition, Adaptive Learning, Computer Science, Algorithms, C, Programming, Software Engineering, Troubleshooting, MySQL, Linux, Windows, Leadership, Software Development, Teamwork, Data Analysis, JavaScript, Managed Hosting, PowerPoint, Microsoft Excel, CSS, Research, SQL, Blogging, Access, Databases, Training, Management, Web Development, Microsoft Office, Social Media, Project Management, WordPress, HTML 5, Strategy, Visio, jQuery, Unix, Marketing, phpMyAdmin
Education
Duke University - Fuqua School of Business 2013 — 2014
Master of Management, Business, 3.40
Wofford College 2009 — 2013
B.S., Computer Science, Finance, and an emphasis in Information Management, 3.41
University of Auckland 2012 — 2012
Bachelor of Science (B.S.), Computer Science and Finance, 3.6
North Gwinnett High School 2005 — 2009
High School Diploma, 3.8
Nidhi (Gupta) Williams Nidhi (Gupta) Williams's SunTrust Robinson Humphrey Experience January 2000 - April 2000
Job Founder at Biohme LLC
Industry Biotechnology
Experience
Biohme LLC 2014 - Present
Pfizer February 2008 - February 2009
Western Washington University August 2007 - December 2007
Gene-Pro Inc December 2000 - October 2001
SunTrust Robinson Humphrey January 2000 - April 2000
Southern Company May 1998 - September 1998
Emory University January 1994 - July 1997
Dana-Farber Cancer Institute February 1987 - July 1989
Duke University April 1984 - April 1986
Skills
Mergers & Acquisitions, Pharmaceutical Industry, Biotechnology, Life Sciences, Due Diligence, Financial Modeling, Strategic Planning, Financial Analysis, Marketing Strategy
Education
Goizueta Business School, Emory University 1997 — 1999
MBA, Finance
Harvard University 1989 — 1994
Doctor of Philosophy (Ph.D.), Molecular Biology
Duke University 1984 — 1986
Master's degree, Organic Chemistry
St. Xavier's College 1979 — 1982
Bachelor's degree, Chemistry, Physics, Mathematics
Biohme LLC 2014 - Present
Pfizer February 2008 - February 2009
Western Washington University August 2007 - December 2007
Gene-Pro Inc December 2000 - October 2001
SunTrust Robinson Humphrey January 2000 - April 2000
Southern Company May 1998 - September 1998
Emory University January 1994 - July 1997
Dana-Farber Cancer Institute February 1987 - July 1989
Duke University April 1984 - April 1986
Skills
Mergers & Acquisitions, Pharmaceutical Industry, Biotechnology, Life Sciences, Due Diligence, Financial Modeling, Strategic Planning, Financial Analysis, Marketing Strategy
Education
Goizueta Business School, Emory University 1997 — 1999
MBA, Finance
Harvard University 1989 — 1994
Doctor of Philosophy (Ph.D.), Molecular Biology
Duke University 1984 — 1986
Master's degree, Organic Chemistry
St. Xavier's College 1979 — 1982
Bachelor's degree, Chemistry, Physics, Mathematics
Chris Rogers's SunTrust Robinson Humphrey Experience September 2006 - July 2008
Job Managing Director, Healthcare Investment Banking at Ziegler
Industry Banking
Experience
B.C. Ziegler & Company August 2014 - Present
Regions Financial Corporation May 2012 - August 2014
Morgan Keegan July 2008 - May 2012
SunTrust Robinson Humphrey September 2006 - July 2008
Merrill Lynch September 2004 - September 2006
Cowen & Company November 1999 - May 2001
Cowen & Company May 1996 - November 1999
Coopers & Lybrand Consulting May 1994 - May 1996
Skills
Strategy, Healthcare, Leveraged Finance, Forecasting, Restructuring, Start-ups, Management, Risk Management, Leadership, Competitive Analysis, Business Valuation, Equities, Banking, Corporate Finance
Education
Vanderbilt University Owen Graduate School of Management 2002 — 2004
MBA, Finance
Connecticut College 1990 — 1994
BA, Economics and International Relations
Kentucky Country Day 1986 — 1990
B.C. Ziegler & Company August 2014 - Present
Regions Financial Corporation May 2012 - August 2014
Morgan Keegan July 2008 - May 2012
SunTrust Robinson Humphrey September 2006 - July 2008
Merrill Lynch September 2004 - September 2006
Cowen & Company November 1999 - May 2001
Cowen & Company May 1996 - November 1999
Coopers & Lybrand Consulting May 1994 - May 1996
Skills
Strategy, Healthcare, Leveraged Finance, Forecasting, Restructuring, Start-ups, Management, Risk Management, Leadership, Competitive Analysis, Business Valuation, Equities, Banking, Corporate Finance
Education
Vanderbilt University Owen Graduate School of Management 2002 — 2004
MBA, Finance
Connecticut College 1990 — 1994
BA, Economics and International Relations
Kentucky Country Day 1986 — 1990
Abhay Bhootra's SunTrust Robinson Humphrey Experience January 2011 - Present
Job Vice President, SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey January 2011 - Present
Profit Technologies March 2009 - February 2011
Wachovia Securities, LLC April 2007 - August 2008
Capital One December 1998 - March 2007
Education
Duke University - The Fuqua School of Business 2005 — 2006
MBA, Finance and Marketing
Iowa State University 1997 — 1998
MS, Industrial Engineering
Bhilai Institute of Technology 1991 — 1995
SunTrust Robinson Humphrey January 2011 - Present
Profit Technologies March 2009 - February 2011
Wachovia Securities, LLC April 2007 - August 2008
Capital One December 1998 - March 2007
Education
Duke University - The Fuqua School of Business 2005 — 2006
MBA, Finance and Marketing
Iowa State University 1997 — 1998
MS, Industrial Engineering
Bhilai Institute of Technology 1991 — 1995
Atif Ahbab's SunTrust Robinson Humphrey Experience 2012 - 2013
Job
Industry Investment Management
Experience
MetLife Alternative Investments 2013 - Present
SunTrust Robinson Humphrey 2012 - 2013
Kingsland Capital Management 2008 - 2011
RBC Capital Markets 2003 - 2008
Skills
Middle Market, Mezzanine, Private Debt, Direct Lending, Leveraged Lending, Investment Management, Credit Research, High Yield, Leveraged Loans, Credit Analysis, Investment Banking, Capital Markets, Leveraged Finance, Corporate Finance
Education
Columbia University - Columbia Business School
MBA
McGill University - Desautels Faculty of Management
BCom
MetLife Alternative Investments 2013 - Present
SunTrust Robinson Humphrey 2012 - 2013
Kingsland Capital Management 2008 - 2011
RBC Capital Markets 2003 - 2008
Skills
Middle Market, Mezzanine, Private Debt, Direct Lending, Leveraged Lending, Investment Management, Credit Research, High Yield, Leveraged Loans, Credit Analysis, Investment Banking, Capital Markets, Leveraged Finance, Corporate Finance
Education
Columbia University - Columbia Business School
MBA
McGill University - Desautels Faculty of Management
BCom
Lauren Nicole Sickles's SunTrust Robinson Humphrey Experience 2008 - 2010
Job Vice President at Citi
Industry Financial Services
Experience
Citi 2015 - Present
Bank of America Merrill Lynch 2011 - 2015
Elavon, Inc. 2010 - 2011
SunTrust Robinson Humphrey 2008 - 2010
SunTrust Robinson Humphrey May 2007 - August 2007
Citi Group June 2006 - July 2006
Skills
Product Management, Financial Analysis, Strategic Planning, Capital Markets, Strategy, Financial Modeling, Management, Analysis, Payment Card Processing, Due Diligence, Research, Financial Services, Strategic Partnerships, Payment Processing, International Strategy, Mobile Devices, Mobile Payments, Market Research
Education
Columbia University - Columbia Business School 2006 — 2008
MBA, Finance, Management
Stanford University 1998 — 2002
BA, Economics
Phillips Academy (Andover) 1996 — 1998
High School Diploma
The Madeira School 1994 — 1996
Citi 2015 - Present
Bank of America Merrill Lynch 2011 - 2015
Elavon, Inc. 2010 - 2011
SunTrust Robinson Humphrey 2008 - 2010
SunTrust Robinson Humphrey May 2007 - August 2007
Citi Group June 2006 - July 2006
Skills
Product Management, Financial Analysis, Strategic Planning, Capital Markets, Strategy, Financial Modeling, Management, Analysis, Payment Card Processing, Due Diligence, Research, Financial Services, Strategic Partnerships, Payment Processing, International Strategy, Mobile Devices, Mobile Payments, Market Research
Education
Columbia University - Columbia Business School 2006 — 2008
MBA, Finance, Management
Stanford University 1998 — 2002
BA, Economics
Phillips Academy (Andover) 1996 — 1998
High School Diploma
The Madeira School 1994 — 1996
Fred Batts's SunTrust Robinson Humphrey Experience April 2005 - Present
Job Director FX Operations
Industry Financial Services
Experience
SunTrust Robinson Humphrey April 2005 - Present
Travelex Americas 2002 - 2005
Travelex Americas 1999 - 2002
Skills
FX, Bloomberg, Derivatives, Banking, Compliance, Change Management, FX Options, Capital Markets, Portfolio Management, Risk Management, Fixed Income, Options, Investment Banking, Valuation, Investments, Financial Modeling, Financial Risk, Equities, Finance, Financial Analysis, Corporate Finance, Credit Risk, Commodity, Trading, Cash Management, Hedge Funds, Bonds, Asset Management, Financial Markets, Treasury Management, Securities
Education
University of Georgia - Terry College of Business 2008 — 2011
Master of Business Administration (MBA)
Creighton University 1995 — 2000
Bachelor's degree, Finance & MIS
SunTrust Robinson Humphrey April 2005 - Present
Travelex Americas 2002 - 2005
Travelex Americas 1999 - 2002
Skills
FX, Bloomberg, Derivatives, Banking, Compliance, Change Management, FX Options, Capital Markets, Portfolio Management, Risk Management, Fixed Income, Options, Investment Banking, Valuation, Investments, Financial Modeling, Financial Risk, Equities, Finance, Financial Analysis, Corporate Finance, Credit Risk, Commodity, Trading, Cash Management, Hedge Funds, Bonds, Asset Management, Financial Markets, Treasury Management, Securities
Education
University of Georgia - Terry College of Business 2008 — 2011
Master of Business Administration (MBA)
Creighton University 1995 — 2000
Bachelor's degree, Finance & MIS
Dan Trofinoff's SunTrust Robinson Humphrey Experience March 2013 - Present
Job RMA Credit Risk Certified Portfolio Manager at SunTrust
Industry Banking
Experience
SunTrust Robinson Humphrey March 2013 - Present
Bank of America January 2010 - March 2013
US Government March 2009 - January 2010
Bank of America January 2000 - March 2009
NationsBanc Commercial Finance December 1998 - January 2000
Fishkill National/Premier National (now M&T Bank) December 1991 - December 1998
Skills
Cash Flow, Auditing, Loans, Business Analysis, Underwriting, Credit, Credit Analysis, Interviewing, Field Testing, Risk Management, Finance, Credit Risk, Banking, Financial Analysis, Internal Audit, Interviews, Portfolio Management
Education
Mount Saint Mary College 1995 — 1998
Bachelor of Science (B.S.), Accounting, 3.5
Dutchess Community College 1991 — 1995
Associate of Science (A.S.), Business Administration and Management, General, 3.25
Beacon High School 1988 — 1991
SunTrust Robinson Humphrey March 2013 - Present
Bank of America January 2010 - March 2013
US Government March 2009 - January 2010
Bank of America January 2000 - March 2009
NationsBanc Commercial Finance December 1998 - January 2000
Fishkill National/Premier National (now M&T Bank) December 1991 - December 1998
Skills
Cash Flow, Auditing, Loans, Business Analysis, Underwriting, Credit, Credit Analysis, Interviewing, Field Testing, Risk Management, Finance, Credit Risk, Banking, Financial Analysis, Internal Audit, Interviews, Portfolio Management
Education
Mount Saint Mary College 1995 — 1998
Bachelor of Science (B.S.), Accounting, 3.5
Dutchess Community College 1991 — 1995
Associate of Science (A.S.), Business Administration and Management, General, 3.25
Beacon High School 1988 — 1991
Jake Bartlett's SunTrust Robinson Humphrey Experience April 2015 - Present
Job Senior Equity Research Analyst at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey April 2015 - Present
Morgan Stanley May 2013 - April 2015
Susquehanna International Group June 2010 - April 2013
Oppenheimer & Co. February 2008 - July 2010
Thomas Weisel Partners June 2005 - February 2008
Skills
Equities, Equity Research, Financial Modeling, Restaurants, Valuation
Education
Columbia University - Columbia Business School 2001 — 2003
Pitzer College 1992 — 1996
Bachelor's degree, Economics
SunTrust Robinson Humphrey April 2015 - Present
Morgan Stanley May 2013 - April 2015
Susquehanna International Group June 2010 - April 2013
Oppenheimer & Co. February 2008 - July 2010
Thomas Weisel Partners June 2005 - February 2008
Skills
Equities, Equity Research, Financial Modeling, Restaurants, Valuation
Education
Columbia University - Columbia Business School 2001 — 2003
Pitzer College 1992 — 1996
Bachelor's degree, Economics
Cahill, Billy's SunTrust Robinson Humphrey Experience February 1993 - Present
Job Managing Director at SunTrust Robinson Humphrey
Industry Capital Markets
Experience
SunTrust Robinson Humphrey February 1993 - Present
Prudential Financial March 1989 - February 1993
Skills
Series 7, Equity Trading, Hedge Funds, Series 24, Investments, Series 63, FINRA, Bloomberg, Capital Markets, Securities, Mergers & Acquisitions, Prime Brokerage, Equities, Venture Capital, Mutual Funds, Trading, Due Diligence, Private Equity, Risk Management, Portfolio Management, Asset Management, Financial Modeling, Investment Banking, Proprietary Trading, Derivatives, Fixed Income, Equity Derivatives, Alternative Investments, Trading Systems, Valuation, Financial Markets, Asset Allocation, Wealth Management, Equity Research, Electronic Trading, ETFs, Market Making, Financial Analysis, Bonds, Investment Strategies, Equity Capital Markets, Investment Advisory, Corporate Development, Options
Education
Dowling College 1979 — 1983
SunTrust Robinson Humphrey February 1993 - Present
Prudential Financial March 1989 - February 1993
Skills
Series 7, Equity Trading, Hedge Funds, Series 24, Investments, Series 63, FINRA, Bloomberg, Capital Markets, Securities, Mergers & Acquisitions, Prime Brokerage, Equities, Venture Capital, Mutual Funds, Trading, Due Diligence, Private Equity, Risk Management, Portfolio Management, Asset Management, Financial Modeling, Investment Banking, Proprietary Trading, Derivatives, Fixed Income, Equity Derivatives, Alternative Investments, Trading Systems, Valuation, Financial Markets, Asset Allocation, Wealth Management, Equity Research, Electronic Trading, ETFs, Market Making, Financial Analysis, Bonds, Investment Strategies, Equity Capital Markets, Investment Advisory, Corporate Development, Options
Education
Dowling College 1979 — 1983
Jergent Kabashi's SunTrust Robinson Humphrey Experience Summer AnalystHildene Capital Management2011 - 2011
Job Asset Securitization Group at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey Summer AnalystHildene Capital Management2011 - 2011
FSVC-Albania 2009 - 2010
Lehman Brothers 2007 - 2008
Barclays Capital 2006 - 2007
RBS Greenwich Capital 2003 - 2006
Education
Duke University 2010 — 2012
MBA
Cornell University 1999 — 2003
SunTrust Robinson Humphrey Summer AnalystHildene Capital Management2011 - 2011
FSVC-Albania 2009 - 2010
Lehman Brothers 2007 - 2008
Barclays Capital 2006 - 2007
RBS Greenwich Capital 2003 - 2006
Education
Duke University 2010 — 2012
MBA
Cornell University 1999 — 2003
Peter C. Vaky's SunTrust Robinson Humphrey Experience 1999 - 2006
Job CoFounder & Co Managing Partner at VVS CAPITAL
Industry Investment Banking
Experience
VVS CAPITAL LLC 2007 - Present
FIG PARTNERS November 2012 - November 2014
SunTrust Robinson Humphrey 1999 - 2006
Bank of Montreal 1995 - 1999
BA Securities/Continental Bank 1992 - 1995
Continetal Illinois Bank and Trust Company 1988 - 1992
Continental Illinois Australia Ltd. 1987 - 1988
Continental Illinois Asia Ltd. 1985 - 1987
Skills
Mergers, Capital Markets, Private Equity, Mergers & Acquisitions, Start-ups, Financial Structuring, Securities, Strategy, Fixed Income, Loans, Equities, Investments, Banking, Private Placements, Entrepreneurship, Finance, Restructuring, Trading, Investment Banking, Management, Leveraged Finance, Portfolio Management, Emerging Markets, Bonds, Credit, CRM, Accounting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, International Business
DePauw University
B.A., History and English
VVS CAPITAL LLC 2007 - Present
FIG PARTNERS November 2012 - November 2014
SunTrust Robinson Humphrey 1999 - 2006
Bank of Montreal 1995 - 1999
BA Securities/Continental Bank 1992 - 1995
Continetal Illinois Bank and Trust Company 1988 - 1992
Continental Illinois Australia Ltd. 1987 - 1988
Continental Illinois Asia Ltd. 1985 - 1987
Skills
Mergers, Capital Markets, Private Equity, Mergers & Acquisitions, Start-ups, Financial Structuring, Securities, Strategy, Fixed Income, Loans, Equities, Investments, Banking, Private Placements, Entrepreneurship, Finance, Restructuring, Trading, Investment Banking, Management, Leveraged Finance, Portfolio Management, Emerging Markets, Bonds, Credit, CRM, Accounting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, International Business
DePauw University
B.A., History and English
Suzanna Aiken Ahmed, PMP, ACP's SunTrust Robinson Humphrey Experience January 2007 - July 2011
Job Customer Success Manager, Rally Software
Industry Computer Software
Experience
Rally Software July 2015 - Present
Invesco June 2013 - July 2015
Blackbaud August 2011 - January 2013
SunTrust Robinson Humphrey January 2007 - July 2011
SunTrust Robinson Humphrey January 2005 - January 2007
SunTrust Robinson Humphrey January 2002 - January 2005
SunTrust Robinson Humphrey June 2000 - January 2002
Skills
Project Management, Risk Management, CRM, MS Project, PMP, Management, Equities, Budgets, Microsoft Office, Project Portfolio..., PMO, Mac, Software Documentation, Enterprise Software, Strategy, Business Intelligence, Business Strategy, Negotiation, Product Management, Strategic Planning, Resource Management, Vendor Management, SDLC, Enterprise Architecture, Business Analysis, Business Process..., Banking, Program Management, Forecasting, MS Office Suite, Apple Macintosh, Pages, Agile, Software Project..., Process Improvement, Business Requirements, Leadership, User Acceptance Testing, Agile Methodologies, Scrum
Education
College of Charleston 1994 — 1997
BA, Political Science
Rally Software July 2015 - Present
Invesco June 2013 - July 2015
Blackbaud August 2011 - January 2013
SunTrust Robinson Humphrey January 2007 - July 2011
SunTrust Robinson Humphrey January 2005 - January 2007
SunTrust Robinson Humphrey January 2002 - January 2005
SunTrust Robinson Humphrey June 2000 - January 2002
Skills
Project Management, Risk Management, CRM, MS Project, PMP, Management, Equities, Budgets, Microsoft Office, Project Portfolio..., PMO, Mac, Software Documentation, Enterprise Software, Strategy, Business Intelligence, Business Strategy, Negotiation, Product Management, Strategic Planning, Resource Management, Vendor Management, SDLC, Enterprise Architecture, Business Analysis, Business Process..., Banking, Program Management, Forecasting, MS Office Suite, Apple Macintosh, Pages, Agile, Software Project..., Process Improvement, Business Requirements, Leadership, User Acceptance Testing, Agile Methodologies, Scrum
Education
College of Charleston 1994 — 1997
BA, Political Science
Samuel Wordie's SunTrust Robinson Humphrey Experience 2014 - Present
Job
Industry Investment Banking
Experience
SunTrust Robinson Humphrey 2014 - Present
Wells Fargo 2012 - 2014
GroupArgent 2011 - 2012
Jones Day 2009 - 2010
BMO Capital Markets 2008 - 2008
Kaye Scholer LLP September 2005 - August 2007
Skills
Capital Markets, Financial Advisory, Mergers, Restructuring, Secured Lending, Due Diligence, Corporate Finance, Acquisition Analysis, Business Valuation, Acquisitions, Investments, Mergers & Acquisitions, Investment Banking, Secured Financing, Financial Modeling
Education
Columbia University - Columbia Business School
MBA, Finance
New York University School of Law
JD, Law
Stanford University
Bachelor of Arts, Economics
Stuyvesant High School
SunTrust Robinson Humphrey 2014 - Present
Wells Fargo 2012 - 2014
GroupArgent 2011 - 2012
Jones Day 2009 - 2010
BMO Capital Markets 2008 - 2008
Kaye Scholer LLP September 2005 - August 2007
Skills
Capital Markets, Financial Advisory, Mergers, Restructuring, Secured Lending, Due Diligence, Corporate Finance, Acquisition Analysis, Business Valuation, Acquisitions, Investments, Mergers & Acquisitions, Investment Banking, Secured Financing, Financial Modeling
Education
Columbia University - Columbia Business School
MBA, Finance
New York University School of Law
JD, Law
Stanford University
Bachelor of Arts, Economics
Stuyvesant High School
Andor (Andy) Laszlo's SunTrust Robinson Humphrey Experience January 2014 - Present
Job Managing Director at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey January 2014 - Present
Rita's Italian Ice August 2013 - Present
RLJ Entertainment October 2012 - Present
Falconhead Capital April 2010 - Present
Graidan Ventures LLC November 2007 - Present
Lazard Capital Markets May 2010 - December 2013
Escort Radar July 2012 - October 2013
Banc of America Securities, LLC July 2005 - November 2007
EagleRock Capital Management, LLC April 2004 - July 2005
Lehman Brothers, Inc. August 1997 - April 2004
Skills
Private Equity, Venture Capital, Investment Banking, Corporate Development, Mergers, Corporate Finance, Financial Modeling, Hedge Funds, Investments, Capital Markets, Valuation, Equities, Due Diligence, Alternative Investments, Private Placements, Marketing Strategy, Securities Regulation, Product Development, Equity Capital Markets, Project Management
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance, Multinational Management
University of Notre Dame Law School 1988 — 1991
JD
Duke University 1984 — 1988
BS
SunTrust Robinson Humphrey January 2014 - Present
Rita's Italian Ice August 2013 - Present
RLJ Entertainment October 2012 - Present
Falconhead Capital April 2010 - Present
Graidan Ventures LLC November 2007 - Present
Lazard Capital Markets May 2010 - December 2013
Escort Radar July 2012 - October 2013
Banc of America Securities, LLC July 2005 - November 2007
EagleRock Capital Management, LLC April 2004 - July 2005
Lehman Brothers, Inc. August 1997 - April 2004
Skills
Private Equity, Venture Capital, Investment Banking, Corporate Development, Mergers, Corporate Finance, Financial Modeling, Hedge Funds, Investments, Capital Markets, Valuation, Equities, Due Diligence, Alternative Investments, Private Placements, Marketing Strategy, Securities Regulation, Product Development, Equity Capital Markets, Project Management
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance, Multinational Management
University of Notre Dame Law School 1988 — 1991
JD
Duke University 1984 — 1988
BS
Doug McCartney's SunTrust Robinson Humphrey Experience 2001 - 2006
Job Managing Director at VRA Partners, LLC
Industry Investment Banking
Experience
VRA Partners, LLC 2006 - Present
SunTrust Robinson Humphrey 2001 - 2006
The Robinson-Humphrey Company, Formerly a subsidiary of Citigroup 1993 - 2001
Robinson-Humphrey 1992 - 2001
Bowles Hollowell Conner & Co. 1987 - 1990
Education
Kenan-Flagler Business School 1990 — 1992
Master of Business Administration (MBA), Finance, General
Duke University 1983 — 1987
AB, Economics, Political Science
Baldwin High School 1979 — 1983
VRA Partners, LLC 2006 - Present
SunTrust Robinson Humphrey 2001 - 2006
The Robinson-Humphrey Company, Formerly a subsidiary of Citigroup 1993 - 2001
Robinson-Humphrey 1992 - 2001
Bowles Hollowell Conner & Co. 1987 - 1990
Education
Kenan-Flagler Business School 1990 — 1992
Master of Business Administration (MBA), Finance, General
Duke University 1983 — 1987
AB, Economics, Political Science
Baldwin High School 1979 — 1983
Richard Rowe's SunTrust Robinson Humphrey Experience May 2014 - Present
Job Director at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey May 2014 - Present
UniCredit Markets & Investment Banking August 2007 - May 2014
SunTrust Robinson Humphrey August 1997 - August 2007
Skills
Capital Markets, Structured Finance, Investment Banking, Interest Rate..., Financial Markets, Series 7, Series 63, Bloomberg, Structured Products, Securitization, Financial Structuring, Due Diligence, Loans, Portfolio Management, ABS
Education
Cornell University
Bachelor of Science (B.S.), Consumer Economics
Stuyvesant HS
SunTrust Robinson Humphrey May 2014 - Present
UniCredit Markets & Investment Banking August 2007 - May 2014
SunTrust Robinson Humphrey August 1997 - August 2007
Skills
Capital Markets, Structured Finance, Investment Banking, Interest Rate..., Financial Markets, Series 7, Series 63, Bloomberg, Structured Products, Securitization, Financial Structuring, Due Diligence, Loans, Portfolio Management, ABS
Education
Cornell University
Bachelor of Science (B.S.), Consumer Economics
Stuyvesant HS
Daniel Andrews's SunTrust Robinson Humphrey Experience 2004 - 2006
Job Vice President, Morgan Stanley Credit Partners
Industry Investment Management
Experience
Morgan Stanley April 2012 - Present
Miller Buckfire July 2011 - April 2012
Priority Capital Management July 2010 - May 2011
Columbia Business School January 2010 - May 2011
MCG Capital September 2006 - December 2009
SunTrust Robinson Humphrey 2004 - 2006
Education
Columbia University - Columbia Business School 2010 — 2011
MBA
University of Virginia 2000 — 2004
BS, Commerce
Pace Academy
Morgan Stanley April 2012 - Present
Miller Buckfire July 2011 - April 2012
Priority Capital Management July 2010 - May 2011
Columbia Business School January 2010 - May 2011
MCG Capital September 2006 - December 2009
SunTrust Robinson Humphrey 2004 - 2006
Education
Columbia University - Columbia Business School 2010 — 2011
MBA
University of Virginia 2000 — 2004
BS, Commerce
Pace Academy
Bill Monroe's SunTrust Robinson Humphrey Experience September 2011 - Present
Job Leveraged finance
Industry Investment Banking
Experience
SunTrust Robinson Humphrey September 2011 - Present
Fortress Group, Inc. 2010 - 2011
JPMorgan 2006 - 2009
Education
The Tuck School of Business at Dartmouth 2004 — 2006
Davidson College 1996 — 2000
SunTrust Robinson Humphrey September 2011 - Present
Fortress Group, Inc. 2010 - 2011
JPMorgan 2006 - 2009
Education
The Tuck School of Business at Dartmouth 2004 — 2006
Davidson College 1996 — 2000
Alex Silva, CPA's SunTrust Robinson Humphrey Experience November 2013 - Present
Job Senior Accountant at SunTrust Robinson Humphrey
Industry Chemicals
Experience
SunTrust Robinson Humphrey November 2013 - Present
Axiall Corporation February 2013 - November 2013
SunTrust Bank June 2005 - February 2013
Reznick Group June 2004 - May 2005
Covenant College 2004 - 2004
Skills
Financial Analysis, Sarbanes-Oxley Act, Accounting, Financial Reporting, Banking, GAAP, SEC filings, Manufacturing, Stock Compensation, Federal Reserve, FINRA, General Ledger, TM1, CODA Financials, Khalix, Microsoft Excel, Microsoft Word, CPA, Auditing, Internal Controls, Sarbanes-Oxley
Education
Covenant College 2000 — 2004
Bachelor of Arts (BA), Business Administration and Management, General
SunTrust Robinson Humphrey November 2013 - Present
Axiall Corporation February 2013 - November 2013
SunTrust Bank June 2005 - February 2013
Reznick Group June 2004 - May 2005
Covenant College 2004 - 2004
Skills
Financial Analysis, Sarbanes-Oxley Act, Accounting, Financial Reporting, Banking, GAAP, SEC filings, Manufacturing, Stock Compensation, Federal Reserve, FINRA, General Ledger, TM1, CODA Financials, Khalix, Microsoft Excel, Microsoft Word, CPA, Auditing, Internal Controls, Sarbanes-Oxley
Education
Covenant College 2000 — 2004
Bachelor of Arts (BA), Business Administration and Management, General
Bartt Scott's SunTrust Robinson Humphrey Experience July 2007 - Present
Job Head of TRS at SunTrust Bank
Industry Banking
Experience
SunTrust Robinson Humphrey July 2007 - Present
Bank of America December 1996 - July 2007
Deloitte January 1989 - December 1996
Skills
Capital Markets, Fixed Income, Investment Banking, Structured Finance, Hedge Funds, Credit Derivatives, Investments
Education
Duke University - The Fuqua School of Business 2001 — 2002
MBA, Finance
Southern Methodist University 1984 — 1988
BBA, Finance, Accounting
Jesuit College Prep
SunTrust Robinson Humphrey July 2007 - Present
Bank of America December 1996 - July 2007
Deloitte January 1989 - December 1996
Skills
Capital Markets, Fixed Income, Investment Banking, Structured Finance, Hedge Funds, Credit Derivatives, Investments
Education
Duke University - The Fuqua School of Business 2001 — 2002
MBA, Finance
Southern Methodist University 1984 — 1988
BBA, Finance, Accounting
Jesuit College Prep
K. James Pirouz's SunTrust Robinson Humphrey Experience March 2009 - Present
Job Managing Director at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey March 2009 - Present
Banc of America Securities LLC August 1998 - February 2009
Smith Barney Inc. September 1992 - June 1996
Skills
Capital Markets, Investment Banking, Corporate Finance, Leveraged Finance, Mergers & Acquisitions, Finance, Financial Modeling
Education
Cornell University
Bachelor's Degree, Mechanical & Aerospace Engineering
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1996 — 1998
Master of Business Administration (M.B.A.)
SunTrust Robinson Humphrey March 2009 - Present
Banc of America Securities LLC August 1998 - February 2009
Smith Barney Inc. September 1992 - June 1996
Skills
Capital Markets, Investment Banking, Corporate Finance, Leveraged Finance, Mergers & Acquisitions, Finance, Financial Modeling
Education
Cornell University
Bachelor's Degree, Mechanical & Aerospace Engineering
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1996 — 1998
Master of Business Administration (M.B.A.)
Deborah Ironson's SunTrust Robinson Humphrey Experience August 2014 - Present
Job Managing Director at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey August 2014 - Present
Wells Fargo July 2013 - July 2014
JP Morgan June 2008 - July 2013
Citigroup 1987 - 2008
Citigroup June 2004 - January 2007
Citigroup March 2002 - June 2004
Citi October 1987 - March 2002
Chemical Bank June 1986 - October 1987
Bankers Trust August 1980 - May 1986
Education
Colgate University
Columbia University - Columbia Business School
Master of Business Administration (MBA), Finance, General
Princeton University
A.B., French/Italian
SunTrust Robinson Humphrey August 2014 - Present
Wells Fargo July 2013 - July 2014
JP Morgan June 2008 - July 2013
Citigroup 1987 - 2008
Citigroup June 2004 - January 2007
Citigroup March 2002 - June 2004
Citi October 1987 - March 2002
Chemical Bank June 1986 - October 1987
Bankers Trust August 1980 - May 1986
Education
Colgate University
Columbia University - Columbia Business School
Master of Business Administration (MBA), Finance, General
Princeton University
A.B., French/Italian
Dorris Folsom's SunTrust Robinson Humphrey Experience November 2007 - October 2008
Job Vice President at Deutsche Bank
Industry Banking
Experience
Deutsche Bank October 2008 - Present
SunTrust Robinson Humphrey November 2007 - October 2008
SunTrust Robinson Humphrey January 2003 - November 2007
SunTrust Robinson Humphrey July 2001 - January 2003
Williams Communications 1999 - 2001
Education
Columbus State University 1992 — 1994
MBA, Finance
Valdosta State University 1985 — 1990
Deutsche Bank October 2008 - Present
SunTrust Robinson Humphrey November 2007 - October 2008
SunTrust Robinson Humphrey January 2003 - November 2007
SunTrust Robinson Humphrey July 2001 - January 2003
Williams Communications 1999 - 2001
Education
Columbus State University 1992 — 1994
MBA, Finance
Valdosta State University 1985 — 1990
Asa Beach's SunTrust Robinson Humphrey Experience July 2010 - Present
Job Credit Sales
Industry Financial Services
Experience
SunTrust Robinson Humphrey July 2010 - Present
Education
College of the Holy Cross 1991 — 1995
BA, HIstory
Brooks School 1989 — 1991
SunTrust Robinson Humphrey July 2010 - Present
Education
College of the Holy Cross 1991 — 1995
BA, HIstory
Brooks School 1989 — 1991
Sherry Harris's SunTrust Robinson Humphrey Experience January 2013 - June 2014
Job Senior Vice President & Corporate Finance Specialist at SunTrust Bank
Industry Banking
Experience
SunTrust Bank January 2015 - Present
SunTrust Bank June 2014 - Present
SunTrust Bank January 1985 - Present
SunTrust Robinson Humphrey January 2013 - June 2014
SunTrust Bank 2000 - January 2013
Skills
Corporate Banking,..., Risk Management,..., Hold Series 7, Series 63, Management - Commercial..., Credit Analysis, Small Business Lending, Commercial Lending, Commercial Banking, Credit Risk, Portfolio Management, Banking, Relationship Management, Lines Of Credit, Loans, Financial Services, Management, Investment Banking, Underwriting, Wealth Management, Series 7, Consumer Lending, Credit, Treasury Management, Cash Management
Education
Clemson University 1980 — 1984
Bachelor's degree, Finance & Business Administration
SunTrust Bank January 2015 - Present
SunTrust Bank June 2014 - Present
SunTrust Bank January 1985 - Present
SunTrust Robinson Humphrey January 2013 - June 2014
SunTrust Bank 2000 - January 2013
Skills
Corporate Banking,..., Risk Management,..., Hold Series 7, Series 63, Management - Commercial..., Credit Analysis, Small Business Lending, Commercial Lending, Commercial Banking, Credit Risk, Portfolio Management, Banking, Relationship Management, Lines Of Credit, Loans, Financial Services, Management, Investment Banking, Underwriting, Wealth Management, Series 7, Consumer Lending, Credit, Treasury Management, Cash Management
Education
Clemson University 1980 — 1984
Bachelor's degree, Finance & Business Administration
Beata Korytowsky's SunTrust Robinson Humphrey Experience June 2004 - May 2006
Job Director, Outcomes Research at Pfizer
Industry Pharmaceuticals
Experience
Bristol-Myers Squibb September 2013 - Present
218-220 Owners Corp 2007 - Present
Pfizer August 2009 - September 2013
Pfizer February 2008 - August 2009
Novartis 2007 - 2008
SunTrust Robinson Humphrey June 2004 - May 2006
Memorial Sloan-Kettering Cancer Center 2000 - 2004
Skills
Oncology, Biotechnology, Pharmaceutical Industry
Education
Columbia University in the City of New York 2001 — 2004
MA, Biotechnology
New York University 1995 — 2000
BA, Chemistry and Economics
Bristol-Myers Squibb September 2013 - Present
218-220 Owners Corp 2007 - Present
Pfizer August 2009 - September 2013
Pfizer February 2008 - August 2009
Novartis 2007 - 2008
SunTrust Robinson Humphrey June 2004 - May 2006
Memorial Sloan-Kettering Cancer Center 2000 - 2004
Skills
Oncology, Biotechnology, Pharmaceutical Industry
Education
Columbia University in the City of New York 2001 — 2004
MA, Biotechnology
New York University 1995 — 2000
BA, Chemistry and Economics
Daniel A. Yaffe's SunTrust Robinson Humphrey Experience June 2015 - August 2015
Job MBA Candidate Johnson Graduate School of Management at Cornell University
Industry Investment Banking
Experience
SunTrust Robinson Humphrey June 2015 - August 2015
AMTEC 2007 - 2014
Subway Headquarters, Doctors Associates Inc. 2006 - 2006
Skills
Financial Analysis, Finance, Financial Modeling, Financial Accounting, Organizational..., Municipal Bonds, Statistics, Valuation, Investments, Public Policy, Portfolio Management, Arbitrage, Bonds, Investment Banking, Mergers & Acquisitions
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Eastern Connecticut State University
Bachelor's Degree, Business Economics
Cornell University
The University of Connecticut
SunTrust Robinson Humphrey June 2015 - August 2015
AMTEC 2007 - 2014
Subway Headquarters, Doctors Associates Inc. 2006 - 2006
Skills
Financial Analysis, Finance, Financial Modeling, Financial Accounting, Organizational..., Municipal Bonds, Statistics, Valuation, Investments, Public Policy, Portfolio Management, Arbitrage, Bonds, Investment Banking, Mergers & Acquisitions
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Eastern Connecticut State University
Bachelor's Degree, Business Economics
Cornell University
The University of Connecticut
Kristopher De Long's SunTrust Robinson Humphrey Experience 2007 - 2010
Job VP and Business Project Manager at SunTrust Bank
Industry Banking
Experience
SunTrust Bank February 2013 - Present
SunTrust Bank 2011 - January 2013
SunTrust Bank 2010 - 2011
SunTrust Robinson Humphrey 2007 - 2010
SunTrust Bank 2005 - 2007
SunTrust Bank 2003 - 2005
Bank of America 2001 - 2003
Skills
Portfolio Management, Investments, Investment Banking, Finance, Commercial Banking, Retail Banking, Private Banking, Investment Management, Financial Modeling, Financial Analysis, Commercial Lending, Risk Management, Strategic Financial..., Customer Service
Education
Cornell University
Project Leadership Certification
Virginia Polytechnic Institute and State University 1996 — 2000
SunTrust Bank February 2013 - Present
SunTrust Bank 2011 - January 2013
SunTrust Bank 2010 - 2011
SunTrust Robinson Humphrey 2007 - 2010
SunTrust Bank 2005 - 2007
SunTrust Bank 2003 - 2005
Bank of America 2001 - 2003
Skills
Portfolio Management, Investments, Investment Banking, Finance, Commercial Banking, Retail Banking, Private Banking, Investment Management, Financial Modeling, Financial Analysis, Commercial Lending, Risk Management, Strategic Financial..., Customer Service
Education
Cornell University
Project Leadership Certification
Virginia Polytechnic Institute and State University 1996 — 2000
James Marzano's SunTrust Robinson Humphrey Experience May 2015 - Present
Job Project Manager/ Business Analyst
Industry Financial Services
Experience
SunTrust Robinson Humphrey May 2015 - Present
UBS Global Asset Management March 2014 - April 2015
Metrixx January 2011 - March 2014
TradeStation Securities 2010 - 2011
Bell Trading 2009 - 2010
GH Traders 2008 - 2009
Breakwater Trading 2005 - 2007
Skills
Equity Valuation, Treasury, Options
Education
DePaul University 2008 — 2011
MS, Computer Science
St. Norbert College 1992 — 1996
BBA, Business Administration
SunTrust Robinson Humphrey May 2015 - Present
UBS Global Asset Management March 2014 - April 2015
Metrixx January 2011 - March 2014
TradeStation Securities 2010 - 2011
Bell Trading 2009 - 2010
GH Traders 2008 - 2009
Breakwater Trading 2005 - 2007
Skills
Equity Valuation, Treasury, Options
Education
DePaul University 2008 — 2011
MS, Computer Science
St. Norbert College 1992 — 1996
BBA, Business Administration
Bruce Nave's SunTrust Robinson Humphrey Experience June 1992 - Present
Job Managing Director at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey June 1992 - Present
Sovran Bank 1983 - 1992
Education
The College of William and Mary - The Mason School of Business 1980 — 1982
MBA, Business
Emory and Henry College 1975 — 1979
BA, History, Secondary Education
SunTrust Robinson Humphrey June 1992 - Present
Sovran Bank 1983 - 1992
Education
The College of William and Mary - The Mason School of Business 1980 — 1982
MBA, Business
Emory and Henry College 1975 — 1979
BA, History, Secondary Education
Dami Han's SunTrust Robinson Humphrey Experience June 2007 - August 2007
Job MBA/MILR Candidate at Cornell
Industry Human Resources
Experience
Macquarie Group August 2012 - August 2013
Barclays Capital February 2009 - August 2012
Lehman Brothers August 2008 - December 2008
SunTrust Robinson Humphrey June 2007 - August 2007
Education
Cornell University - Johnson Graduate School of Management 2015 — 2017
Master of Business Administration (MBA)
Cornell University ILR School 2015 — 2017
Master of Industrial and Labor Relations (MILR), HR & Organizations
University of Virginia 2004 — 2008
B.S. in Commerce, Finance and International Business
East China Normal University 2006 — 2006
Summer Chinese Language Program
Macquarie Group August 2012 - August 2013
Barclays Capital February 2009 - August 2012
Lehman Brothers August 2008 - December 2008
SunTrust Robinson Humphrey June 2007 - August 2007
Education
Cornell University - Johnson Graduate School of Management 2015 — 2017
Master of Business Administration (MBA)
Cornell University ILR School 2015 — 2017
Master of Industrial and Labor Relations (MILR), HR & Organizations
University of Virginia 2004 — 2008
B.S. in Commerce, Finance and International Business
East China Normal University 2006 — 2006
Summer Chinese Language Program
William Priester's SunTrust Robinson Humphrey Experience 1998 - 2008
Job SVP & Head of Corporate Healthcare Banking
Industry Banking
Experience
Fifth Third Bank 2009 - Present
SunTrust Robinson Humphrey 1998 - 2008
Wachovia Bank 1995 - 1998
Education
University of South Carolina - Darla Moore School of Business 1993 — 1995
MBA, Finance
East Tennessee State University 1989 — 1993
BBA, Economics
Fifth Third Bank 2009 - Present
SunTrust Robinson Humphrey 1998 - 2008
Wachovia Bank 1995 - 1998
Education
University of South Carolina - Darla Moore School of Business 1993 — 1995
MBA, Finance
East Tennessee State University 1989 — 1993
BBA, Economics
C. Lisa Lee's SunTrust Robinson Humphrey Experience June 2007 - August 2007
Job Associate Attorney
Industry Law Practice
Experience
Institute of International Finance August 2012 - December 2012
Fowler White Boggs May 2012 - July 2012
Wachovia, A Wells Fargo Company June 2008 - July 2010
SunTrust Robinson Humphrey June 2007 - August 2007
SunTrust Bank June 2006 - August 2006
Education
Duke University School of Law 2010 — 2013
J.D.
University of Florida - Warrington College Of Business 2004 — 2008
BSBA
Institute of International Finance August 2012 - December 2012
Fowler White Boggs May 2012 - July 2012
Wachovia, A Wells Fargo Company June 2008 - July 2010
SunTrust Robinson Humphrey June 2007 - August 2007
SunTrust Bank June 2006 - August 2006
Education
Duke University School of Law 2010 — 2013
J.D.
University of Florida - Warrington College Of Business 2004 — 2008
BSBA
Sharif Metwalli's SunTrust Robinson Humphrey Experience October 2011 - Present
Job Director Media & Communications Investment Banking at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey October 2011 - Present
Wells Fargo Securities 2009 - August 2011
Wachovia Capital Markets 2004 - 2009
Cooper & Lybrand 1994 - 1997
Skills
Valuation, Corporate Finance, Financial Modeling, Investment Banking, Mergers & Acquisitions, Capital Markets, Private Equity, Mergers, Start-ups, Corporate Development, Venture Capital, Leveraged Finance
Education
Duke University - The Fuqua School of Business 1997 — 1999
MBA, Finance & Marketing
University of Michigan - Stephen M. Ross School of Business 1990 — 1994
BBA, Finance & Accounting
SunTrust Robinson Humphrey October 2011 - Present
Wells Fargo Securities 2009 - August 2011
Wachovia Capital Markets 2004 - 2009
Cooper & Lybrand 1994 - 1997
Skills
Valuation, Corporate Finance, Financial Modeling, Investment Banking, Mergers & Acquisitions, Capital Markets, Private Equity, Mergers, Start-ups, Corporate Development, Venture Capital, Leveraged Finance
Education
Duke University - The Fuqua School of Business 1997 — 1999
MBA, Finance & Marketing
University of Michigan - Stephen M. Ross School of Business 1990 — 1994
BBA, Finance & Accounting
John Fisher, CFA's SunTrust Robinson Humphrey Experience 2002 - 2006
Job Loan & High Yield Credit Trading
Industry Investment Banking
Experience
Natixis 2008 - Present
Deutsche Bank 2006 - 2008
SunTrust Robinson Humphrey 2002 - 2006
Scotia Capital 1997 - 2002
TCF Financial 1995 - 1997
First Midwest 1994 - 1995
Skills
High Yield, Capital Markets, Fixed Income, Investment Banking, Structured Finance, Derivatives, Portfolio Management, Equities, Corporate Finance, Credit Analysis, Structured Products, Hedge Funds
Education
DePaul University 1995 — 1998
MBA, Managerial Accounting
University of Illinois at Urbana-Champaign 1989 — 1993
BS, Finance
Natixis 2008 - Present
Deutsche Bank 2006 - 2008
SunTrust Robinson Humphrey 2002 - 2006
Scotia Capital 1997 - 2002
TCF Financial 1995 - 1997
First Midwest 1994 - 1995
Skills
High Yield, Capital Markets, Fixed Income, Investment Banking, Structured Finance, Derivatives, Portfolio Management, Equities, Corporate Finance, Credit Analysis, Structured Products, Hedge Funds
Education
DePaul University 1995 — 1998
MBA, Managerial Accounting
University of Illinois at Urbana-Champaign 1989 — 1993
BS, Finance
Jim Deichen's SunTrust Robinson Humphrey Experience October 2013 - Present
Job Managing Director West Region Corporate Bank Group Head at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey October 2013 - Present
Bank of America Merrill Lynch September 1978 - May 2013
Education
Northwestern University - Kellogg School of Management 1976 — 1978
mba, finance/accounting
Northwestern University - Kellogg School of Management 1976 — 1978
mba, finance/accounting
Colorado College 1972 — 1976
ba, economics
Waseca high school 1968 — 1972
SunTrust Robinson Humphrey October 2013 - Present
Bank of America Merrill Lynch September 1978 - May 2013
Education
Northwestern University - Kellogg School of Management 1976 — 1978
mba, finance/accounting
Northwestern University - Kellogg School of Management 1976 — 1978
mba, finance/accounting
Colorado College 1972 — 1976
ba, economics
Waseca high school 1968 — 1972
Jonathan Fox, CFA's SunTrust Robinson Humphrey Experience 2012 - 2013
Job Equity Research Analyst at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management May 2015 - Present
William Blair & Company May 2014 - August 2014
SunTrust Robinson Humphrey 2012 - 2013
SunTrust Robinson Humphrey 2007 - 2011
Education
Duke University - Fuqua School of Business 2013 — 2015
Master of Business Administration (MBA), Investment Finance
Duke University 2003 — 2007
BA, Public Policy Studies, Markets & Management
Wells Capital Management May 2015 - Present
William Blair & Company May 2014 - August 2014
SunTrust Robinson Humphrey 2012 - 2013
SunTrust Robinson Humphrey 2007 - 2011
Education
Duke University - Fuqua School of Business 2013 — 2015
Master of Business Administration (MBA), Investment Finance
Duke University 2003 — 2007
BA, Public Policy Studies, Markets & Management
Truett Marshall, CFA's SunTrust Robinson Humphrey Experience September 2010 - May 2011
Job The New Teacher Project
Industry Nonprofit Organization Management
Experience
TNTP January 2013 - May 2014
Ernst & Young June 2011 - January 2013
SunTrust Robinson Humphrey September 2010 - May 2011
Duke University - Fuqua School of Business August 2008 - May 2010
Expression Analysis June 2009 - August 2009
Duff & Phelps, LLC July 2004 - June 2008
Florida State Board of Administration June 1999 - August 1999
Skills
Valuation, Financial Modeling, Financial Analysis, DCF, Finance, Strategy, Business Valuation, Business Planning, Competitive Analysis, Entrepreneurship, Start-ups, Market Research, Social Entrepreneurship, Investments, Mergers & Acquisitions
Education
Duke University - The Fuqua School of Business 2008 — 2010
Entrepreneurship & Innovation and Social Entrepreneurship
University of Florida 2000 — 2004
Bachelors, Finance, International Relations
TNTP January 2013 - May 2014
Ernst & Young June 2011 - January 2013
SunTrust Robinson Humphrey September 2010 - May 2011
Duke University - Fuqua School of Business August 2008 - May 2010
Expression Analysis June 2009 - August 2009
Duff & Phelps, LLC July 2004 - June 2008
Florida State Board of Administration June 1999 - August 1999
Skills
Valuation, Financial Modeling, Financial Analysis, DCF, Finance, Strategy, Business Valuation, Business Planning, Competitive Analysis, Entrepreneurship, Start-ups, Market Research, Social Entrepreneurship, Investments, Mergers & Acquisitions
Education
Duke University - The Fuqua School of Business 2008 — 2010
Entrepreneurship & Innovation and Social Entrepreneurship
University of Florida 2000 — 2004
Bachelors, Finance, International Relations
Carolyn Cash Sanford's SunTrust Robinson Humphrey Experience July 1979 - April 2006
Job Retired
Industry Financial Services
Experience
Primerica Inc. November 2007 - January 2015
SunTrust Robinson Humphrey July 1979 - April 2006
Skills
Series 7
Education
Drury University 1965 — 1966
n/a
Primerica Inc. November 2007 - January 2015
SunTrust Robinson Humphrey July 1979 - April 2006
Skills
Series 7
Education
Drury University 1965 — 1966
n/a
Suzanne Yount's SunTrust Robinson Humphrey Experience July 1988 - December 2008
Job Principal, S.P. Yount Financial
Industry Financial Services
Experience
SunTrust Robinson Humphrey July 1988 - December 2008
Skills
Capital Markets, Asset Managment, Valuation, Financial Modeling, Financial Structuring
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA), Accounting and Finance
SunTrust Robinson Humphrey July 1988 - December 2008
Skills
Capital Markets, Asset Managment, Valuation, Financial Modeling, Financial Structuring
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA), Accounting and Finance
Jenny Latz's SunTrust Robinson Humphrey Experience August 2001 - December 2008
Job Independent Chief Financial Officer and Business Consultant
Industry Financial Services
Experience
JP Latz Consulting, LLC May 2010 - Present
SunTrust Robinson Humphrey August 2001 - December 2008
The Robinson-Humphrey Company, Formerly a subsidiary of Citigroup 1999 - 2001
Morgan Stanley July 1995 - July 1997
Skills
Mergers, Financial Analysis, Business Valuation, Business Strategy, Forecasting, Budgets, Marketing Strategy, Corporate Finance, Valuation, Investment Banking, Business Writing, Financial Modeling, Private Equity, Capital Markets, Corporate Development, Mergers & Acquisitions, Acquisitions, Venture Capital, Investments, Due Diligence
Education
University of Virginia Darden School of Business 1997 — 1999
MBA, Finance
Duke University 1991 — 1995
A.B., Psychology / Markets & Management Studies
JP Latz Consulting, LLC May 2010 - Present
SunTrust Robinson Humphrey August 2001 - December 2008
The Robinson-Humphrey Company, Formerly a subsidiary of Citigroup 1999 - 2001
Morgan Stanley July 1995 - July 1997
Skills
Mergers, Financial Analysis, Business Valuation, Business Strategy, Forecasting, Budgets, Marketing Strategy, Corporate Finance, Valuation, Investment Banking, Business Writing, Financial Modeling, Private Equity, Capital Markets, Corporate Development, Mergers & Acquisitions, Acquisitions, Venture Capital, Investments, Due Diligence
Education
University of Virginia Darden School of Business 1997 — 1999
MBA, Finance
Duke University 1991 — 1995
A.B., Psychology / Markets & Management Studies
Burton Vance's SunTrust Robinson Humphrey Experience July 1994 - Present
Job Managing Director at SunTrust Robinson Humphrey
Industry Capital Markets
Experience
SunTrust Robinson Humphrey July 1994 - Present
SunTrust Robinson Humphrey June 1994 - Present
Skills
Investor Relations, Asset Allocation, Emerging Markets, Mutual Funds, Strategic Planning, Series 24, Derivatives, Institutional..., Equity Trading, Equity Valuation, Wealth Management, Business Strategy, IPO, Strategy, Risk Management
Education
University of North Carolina School of Law 1981 — 1984
JD
Davidson College 1977 — 1981
BA, History
SunTrust Robinson Humphrey July 1994 - Present
SunTrust Robinson Humphrey June 1994 - Present
Skills
Investor Relations, Asset Allocation, Emerging Markets, Mutual Funds, Strategic Planning, Series 24, Derivatives, Institutional..., Equity Trading, Equity Valuation, Wealth Management, Business Strategy, IPO, Strategy, Risk Management
Education
University of North Carolina School of Law 1981 — 1984
JD
Davidson College 1977 — 1981
BA, History
Jeff Messner's SunTrust Robinson Humphrey Experience May 2007 - Present
Job Director, Fixed Income Derivatives
Industry Capital Markets
Experience
SunTrust Robinson Humphrey May 2007 - Present
Alpha Sigma Delta of Chi Psi, Inc. October 2003 - Present
Bank of America July 2000 - May 2007
Alpha Sigma Delta of Chi Psi, Inc. October 2001 - October 2003
Education
Duke University 1996 — 2000
B.S., Economics, Markets and Management, Music
SunTrust Robinson Humphrey May 2007 - Present
Alpha Sigma Delta of Chi Psi, Inc. October 2003 - Present
Bank of America July 2000 - May 2007
Alpha Sigma Delta of Chi Psi, Inc. October 2001 - October 2003
Education
Duke University 1996 — 2000
B.S., Economics, Markets and Management, Music
Morgan Stone, CFA's SunTrust Robinson Humphrey Experience 2015 - Present
Job Vice President Corporate Banking at SunTrust Robinson Humphrey
Industry Banking
Experience
SunTrust Robinson Humphrey 2015 - Present
Barclays 2013 - 2015
Barclays Capital 2011 - 2013
Vanguard 2007 - 2009
Vanguard 2005 - 2007
Skills
Business Strategy, Financial Modeling, Financial Analysis, Corporate Finance, Valuation, Finance, Investment Banking, Microsoft Excel, International Banking..., Credit Analysis, Forecasting, Electronic Payments, Alternative Payments, Commercial Banking, Strategic Planning, Due Diligence, PowerPoint, IPO, Project Management, ETFs, Foreign Exchange, M&A experience, Capital Markets, Leveraged Finance, Mobile Payments, Financial Institutions
Education
Cornell University - Johnson Graduate School of Management 2009 — 2011
MBA, Finance
Wake Forest University 2001 — 2005
BA, Economics, International Studies
Cornell University
SunTrust Robinson Humphrey 2015 - Present
Barclays 2013 - 2015
Barclays Capital 2011 - 2013
Vanguard 2007 - 2009
Vanguard 2005 - 2007
Skills
Business Strategy, Financial Modeling, Financial Analysis, Corporate Finance, Valuation, Finance, Investment Banking, Microsoft Excel, International Banking..., Credit Analysis, Forecasting, Electronic Payments, Alternative Payments, Commercial Banking, Strategic Planning, Due Diligence, PowerPoint, IPO, Project Management, ETFs, Foreign Exchange, M&A experience, Capital Markets, Leveraged Finance, Mobile Payments, Financial Institutions
Education
Cornell University - Johnson Graduate School of Management 2009 — 2011
MBA, Finance
Wake Forest University 2001 — 2005
BA, Economics, International Studies
Cornell University
Erin S. James's SunTrust Robinson Humphrey Experience March 2015 - Present
Job Leveraged Finance
Industry Financial Services
Experience
SunTrust Robinson Humphrey March 2015 - Present
SunTrust Robinson Humphrey June 2011 - March 2015
Jefferies & Company June 2010 - August 2010
Bank of America June 2007 - June 2009
Skills
Financial Modeling, Financial Analysis, Valuation, Equity Research, Bloomberg, Fixed Income, Corporate Finance, Investment Banking, Capital Markets, Equities, Investments, Derivatives, Portfolio Management, Strategic Financial..., Asset Managment, Bonds, Due Diligence, Series 7, Credit, Private Equity, Mergers & Acquisitions, Structured Finance
Education
Tulane University - A.B. Freeman School of Business 2009 — 2011
MBA, Strategic Management and Leadership; Finance; Energy
Duke University 2003 — 2007
Bachelor of Arts (B.A.), Economics
SunTrust Robinson Humphrey March 2015 - Present
SunTrust Robinson Humphrey June 2011 - March 2015
Jefferies & Company June 2010 - August 2010
Bank of America June 2007 - June 2009
Skills
Financial Modeling, Financial Analysis, Valuation, Equity Research, Bloomberg, Fixed Income, Corporate Finance, Investment Banking, Capital Markets, Equities, Investments, Derivatives, Portfolio Management, Strategic Financial..., Asset Managment, Bonds, Due Diligence, Series 7, Credit, Private Equity, Mergers & Acquisitions, Structured Finance
Education
Tulane University - A.B. Freeman School of Business 2009 — 2011
MBA, Strategic Management and Leadership; Finance; Energy
Duke University 2003 — 2007
Bachelor of Arts (B.A.), Economics
Robert Ozello's SunTrust Robinson Humphrey Experience 2003 - 2009
Job Trader at Navpoint LLC
Industry Financial Services
Experience
Range Global LLC March 2011 - Present
Summit Securities Group November 2009 - September 2010
SunTrust Robinson Humphrey 2003 - 2009
Merrill Lynch 2000 - 2003
PaineWebber 1993 - 2000
Sherwood Securities 1990 - 1993
Education
Columbia College (NY) 1985 — 1989
BS, Economics
Range Global LLC March 2011 - Present
Summit Securities Group November 2009 - September 2010
SunTrust Robinson Humphrey 2003 - 2009
Merrill Lynch 2000 - 2003
PaineWebber 1993 - 2000
Sherwood Securities 1990 - 1993
Education
Columbia College (NY) 1985 — 1989
BS, Economics
Lawrence Swoboda's SunTrust Robinson Humphrey Experience June 2015 - Present
Job Director Equipment Finance Group
Industry Banking
Experience
SunTrust Robinson Humphrey June 2015 - Present
M&T Bank November 2006 - June 2015
GE Capital 2002 - 2006
Skills
Commercial Lending, Credit Analysis, Loans, Commercial Banking, Credit, Portfolio Management, Loan Origination, Small Business Lending, Banking, Underwriting, Capital Markets, Credit Risk, Asset Based Lending, Structured Finance, Financial Structuring, Financial Analysis
Education
University of Baltimore
MBA
Clemson University 1989 — 1993
SunTrust Robinson Humphrey June 2015 - Present
M&T Bank November 2006 - June 2015
GE Capital 2002 - 2006
Skills
Commercial Lending, Credit Analysis, Loans, Commercial Banking, Credit, Portfolio Management, Loan Origination, Small Business Lending, Banking, Underwriting, Capital Markets, Credit Risk, Asset Based Lending, Structured Finance, Financial Structuring, Financial Analysis
Education
University of Baltimore
MBA
Clemson University 1989 — 1993
Andre Packer's SunTrust Robinson Humphrey Experience January 2005 - June 2006
Job Rates Middle Office Analyst, Barclays
Industry Financial Services
Experience
Barclays March 2015 - Present
Barclays Investment Bank May 2013 - January 2015
Morgan Stanley May 2011 - April 2012
Merrill Lynch January 2008 - January 2009
Citigroup March 2007 - December 2007
HSBC Securities June 2006 - March 2007
SunTrust Robinson Humphrey January 2005 - June 2006
JP Morgan Chase August 2001 - December 2004
Skills
Derivatives, Interest Rate..., CDS, Hedge Funds, Swaps, Fixed Income, Back Office, Middle Office
Education
Dekalb Technical College
Barclays March 2015 - Present
Barclays Investment Bank May 2013 - January 2015
Morgan Stanley May 2011 - April 2012
Merrill Lynch January 2008 - January 2009
Citigroup March 2007 - December 2007
HSBC Securities June 2006 - March 2007
SunTrust Robinson Humphrey January 2005 - June 2006
JP Morgan Chase August 2001 - December 2004
Skills
Derivatives, Interest Rate..., CDS, Hedge Funds, Swaps, Fixed Income, Back Office, Middle Office
Education
Dekalb Technical College
Mike Wheeler's SunTrust Robinson Humphrey Experience August 2014 - Present
Job Head of Investment Banking & Corporate Banking at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey August 2014 - Present
SunTrust Robinson Humphrey October 2012 - August 2014
SunTrust Robinson Humphrey June 2006 - October 2012
Bank of America 1993 - 2002
Skills
Capital Markets, Fixed Income, Derivatives, Investment Banking, Trading, Series 7, Bonds, Equities, Structured Products, Bloomberg, Series 63, Series 24, Series 9/10, Financial Modeling, Financial Markets, Options, FINRA, Valuation, Hedge Funds
Education
Columbia University - Columbia Business School 1988 — 1990
Master of Business Administration (MBA), Finance, General
University of Virginia 1984 — 1988
BA, English
SunTrust Robinson Humphrey August 2014 - Present
SunTrust Robinson Humphrey October 2012 - August 2014
SunTrust Robinson Humphrey June 2006 - October 2012
Bank of America 1993 - 2002
Skills
Capital Markets, Fixed Income, Derivatives, Investment Banking, Trading, Series 7, Bonds, Equities, Structured Products, Bloomberg, Series 63, Series 24, Series 9/10, Financial Modeling, Financial Markets, Options, FINRA, Valuation, Hedge Funds
Education
Columbia University - Columbia Business School 1988 — 1990
Master of Business Administration (MBA), Finance, General
University of Virginia 1984 — 1988
BA, English
Val Schnell's SunTrust Robinson Humphrey Experience July 2011 - Present
Job
Industry Investment Banking
Experience
SunTrust Robinson Humphrey July 2011 - Present
Education
Cornell University 1994 — 1998
BA
SunTrust Robinson Humphrey July 2011 - Present
Education
Cornell University 1994 — 1998
BA
Raul Gutierrez's SunTrust Robinson Humphrey Experience 2010 - Present
Job Managing Director, Head of Healthcare M&A at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey 2010 - Present
Deutsche Bank 2004 - 2009
Bank of America 2003 - 2004
Morgan Stanley 1997 - 2003
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance / Strategy
Columbia University in the City of New York 1988 — 1992
BS, Electrical Engineering
SunTrust Robinson Humphrey 2010 - Present
Deutsche Bank 2004 - 2009
Bank of America 2003 - 2004
Morgan Stanley 1997 - 2003
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance / Strategy
Columbia University in the City of New York 1988 — 1992
BS, Electrical Engineering
Robert F. Kennedy's SunTrust Robinson Humphrey Experience 1996 - 2009
Job Senior Vice President at Wells Real Estate Funds
Industry Financial Services
Experience
Wells Real Estate Funds 2009 - Present
SunTrust Robinson Humphrey 1996 - 2009
Wachovia Bank 1991 - 1996
Education
Davidson College 1984 — 1988
B.A., Economics
Wells Real Estate Funds 2009 - Present
SunTrust Robinson Humphrey 1996 - 2009
Wachovia Bank 1991 - 1996
Education
Davidson College 1984 — 1988
B.A., Economics
Dave Meagher's SunTrust Robinson Humphrey Experience 2006 - 2008
Job Managing Director at Brentwood Capital Advisors
Industry Financial Services
Experience
Brentwood Capital Advisors June 2014 - Present
Duncan Williams, Inc May 2012 - June 2014
Morgan Keegan 2008 - May 2012
SunTrust Robinson Humphrey 2006 - 2008
Canaccord Adams 2003 - 2008
Skills
Equity Research, Investment Banking, Corporate Development, Private Equity, Valuation, Financial Modeling, Business Valuation, Corporate Finance, Venture Capital, Capital Markets, Mergers, Due Diligence, Mergers & Acquisitions, Acquisition Integration, Executive Management
Education
College of the Holy Cross 1989 — 1993
BA, History
Roxbury Latin
Brentwood Capital Advisors June 2014 - Present
Duncan Williams, Inc May 2012 - June 2014
Morgan Keegan 2008 - May 2012
SunTrust Robinson Humphrey 2006 - 2008
Canaccord Adams 2003 - 2008
Skills
Equity Research, Investment Banking, Corporate Development, Private Equity, Valuation, Financial Modeling, Business Valuation, Corporate Finance, Venture Capital, Capital Markets, Mergers, Due Diligence, Mergers & Acquisitions, Acquisition Integration, Executive Management
Education
College of the Holy Cross 1989 — 1993
BA, History
Roxbury Latin
Chad Harris's SunTrust Robinson Humphrey Experience July 2012 - Present
Job Associate at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey July 2012 - Present
Duke University: The Fuqua School of Business 2010 - July 2012
MTV Networks 2008 - 2010
Morgan Stanley 2005 - 2008
Skills
Strategy, Business Development, Investment Banking, Equity Research, Financial Modeling, Valuation, Financial Analysis, Competitive Analysis, Corporate Finance, Market Research, Data Analysis, Business Strategy, Due Diligence
Education
Duke University - The Fuqua School of Business 2010 — 2012
Master of Business Administration (MBA)
Morehouse College 2001 — 2005
B.A., Business Administration - Finance
SunTrust Robinson Humphrey July 2012 - Present
Duke University: The Fuqua School of Business 2010 - July 2012
MTV Networks 2008 - 2010
Morgan Stanley 2005 - 2008
Skills
Strategy, Business Development, Investment Banking, Equity Research, Financial Modeling, Valuation, Financial Analysis, Competitive Analysis, Corporate Finance, Market Research, Data Analysis, Business Strategy, Due Diligence
Education
Duke University - The Fuqua School of Business 2010 — 2012
Master of Business Administration (MBA)
Morehouse College 2001 — 2005
B.A., Business Administration - Finance
Douglas Speegle's SunTrust Robinson Humphrey Experience May 2011 - Present
Job Managing Director at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey May 2011 - Present
Bank of America Merrill Lynch July 2007 - May 2011
Jefferies & Company February 2002 - July 2007
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA, Finance
Colgate University 1982 — 1986
BA, Economics
SunTrust Robinson Humphrey May 2011 - Present
Bank of America Merrill Lynch July 2007 - May 2011
Jefferies & Company February 2002 - July 2007
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA, Finance
Colgate University 1982 — 1986
BA, Economics
Yousef El-Nazer's SunTrust Robinson Humphrey Experience July 2010 - July 2012
Job Sales Operations at Google
Industry Internet
Experience
Google August 2014 - Present
The Advisory Board Company September 2013 - July 2014
The Advisory Board Company October 2012 - September 2013
SunTrust Robinson Humphrey July 2010 - July 2012
Skills
Investment Banking, Financial Modeling, Due Diligence, Finance, Data Analysis, Valuation, Valuation Modeling, Equity Research, Microsoft Office, Financial Analysis, Predictive Analytics, Salesforce.com, Workday, HRIS, Bloomberg, Oracle SQL Developer, DCF, Corporate Finance, Capital IQ, ThomsonOne, Business Analytics, iCIMS, Business Operations, Business Strategy, Business Valuation, Putty, SQL, Sales Strategy, Tactical Sales Planning, Quota Setting
Education
Cornell University 2006 — 2010
Bachelors, Finance
The American University in Cairo 2008 — 2009
International Business
Google August 2014 - Present
The Advisory Board Company September 2013 - July 2014
The Advisory Board Company October 2012 - September 2013
SunTrust Robinson Humphrey July 2010 - July 2012
Skills
Investment Banking, Financial Modeling, Due Diligence, Finance, Data Analysis, Valuation, Valuation Modeling, Equity Research, Microsoft Office, Financial Analysis, Predictive Analytics, Salesforce.com, Workday, HRIS, Bloomberg, Oracle SQL Developer, DCF, Corporate Finance, Capital IQ, ThomsonOne, Business Analytics, iCIMS, Business Operations, Business Strategy, Business Valuation, Putty, SQL, Sales Strategy, Tactical Sales Planning, Quota Setting
Education
Cornell University 2006 — 2010
Bachelors, Finance
The American University in Cairo 2008 — 2009
International Business
James Cotter's SunTrust Robinson Humphrey Experience October 2007 - Present
Job
Industry Investment Banking
Experience
SunTrust Robinson Humphrey October 2007 - Present
Jefferies & Company 2004 - 2006
JP Morgan Securities 1997 - 2001
Skills
Valuation, Corporate Finance, Financial Modeling, Investment Banking, Mergers, Venture Capital, Capital Markets, Private Equity, Corporate Development, Due Diligence, LBO, Equities, Business Strategy, Investor Relations, Hedge Funds, M&A experience, Leveraged Finance, Alternative Investments, Mergers & Acquisitions, Equity Research
Education
Cornell University - S.C. Johnson Graduate School of Management 1995 — 1997
MBA, Finance, General
Tulane University 1983 — 1987
BA, Philosophy
SunTrust Robinson Humphrey October 2007 - Present
Jefferies & Company 2004 - 2006
JP Morgan Securities 1997 - 2001
Skills
Valuation, Corporate Finance, Financial Modeling, Investment Banking, Mergers, Venture Capital, Capital Markets, Private Equity, Corporate Development, Due Diligence, LBO, Equities, Business Strategy, Investor Relations, Hedge Funds, M&A experience, Leveraged Finance, Alternative Investments, Mergers & Acquisitions, Equity Research
Education
Cornell University - S.C. Johnson Graduate School of Management 1995 — 1997
MBA, Finance, General
Tulane University 1983 — 1987
BA, Philosophy
Harris. Cathy's SunTrust Robinson Humphrey Experience June 2013 - Present
Job Director / Asset Based Lending at SunTrust Robinson Humphrey
Industry
Experience
SunTrust Robinson Humphrey June 2013 - Present
Education
East Carolina University 1990 — 1991
Master of Business Administration (M.B.A.), Marketing
East Carolina University 1986 — 1990
BSBA, Marketing
SunTrust Robinson Humphrey June 2013 - Present
Education
East Carolina University 1990 — 1991
Master of Business Administration (M.B.A.), Marketing
East Carolina University 1986 — 1990
BSBA, Marketing
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY