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
Robert Mercogliano Robert Mercogliano's SunTrust Robinson Humphrey Experience January 2014 - Present
Job Managing Director and Head of Asset Management at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey January 2014 - Present
Siemens Financial Services 1996 - January 2014
CIT 1995 - 1996
Bell Atlantic Tricon 1985 - 1995
Skills
Asset Managment, Aircraft Finance, Equipment Leasing and..., Rail Finance, Portfolio Management, Marine Finance, Container Finance, Credit, Financial Analysis, Leadership, Business Analysis, Finance, Process Improvement, Banking, Due Diligence, Vendor Management, Change Management, Management, Business Development, Asset Management, Pricing, Forecasting, New Business Development, Structured Finance, Risk Management, Mergers & Acquisitions, Executive Management, Cross-functional Team..., Business Process..., Contract Negotiation, Business Planning, Financial Modeling, Strategy
Education
Fairleigh Dickinson University 2002 — 2006
BS, International Business Management
Keyport High School 1983 — 1983
Paramus Catholic High School 1979 — 1982
SunTrust Robinson Humphrey January 2014 - Present
Siemens Financial Services 1996 - January 2014
CIT 1995 - 1996
Bell Atlantic Tricon 1985 - 1995
Skills
Asset Managment, Aircraft Finance, Equipment Leasing and..., Rail Finance, Portfolio Management, Marine Finance, Container Finance, Credit, Financial Analysis, Leadership, Business Analysis, Finance, Process Improvement, Banking, Due Diligence, Vendor Management, Change Management, Management, Business Development, Asset Management, Pricing, Forecasting, New Business Development, Structured Finance, Risk Management, Mergers & Acquisitions, Executive Management, Cross-functional Team..., Business Process..., Contract Negotiation, Business Planning, Financial Modeling, Strategy
Education
Fairleigh Dickinson University 2002 — 2006
BS, International Business Management
Keyport High School 1983 — 1983
Paramus Catholic High School 1979 — 1982
Bill Farrell Bill Farrell's SunTrust Robinson Humphrey Experience June 2000 - August 2000
Job CoFounder, Managing Director at LP Analyst, Private Equity Advisory and Analysis Solutions
Industry Venture Capital & Private Equity
Experience
LP Analyst September 2011 - Present
Cogent Partners August 2003 - August 2011
Bear Stearns July 2001 - October 2001
SunTrust Robinson Humphrey June 2000 - August 2000
Skills
Private Equity, Venture Capital, Alternative Investments, Due Diligence, Risk Monitoring, Valuation, Financial Modeling, Portfolio Management, Start-ups, Investments, Corporate Finance, Strategy, Entrepreneurship, Analysis, Risk Management, Financial Analysis, Mutual Funds, Corporate Development, Investment Banking, Capital Markets, Asset Management, Emerging Markets, Equities, Mergers & Acquisitions, LBO, Restructuring, Investment Management, Investor Relations, M&A experience
Education
The University of Texas at Austin 1997 — 2001
BBA, Major in Finance, Minor in Spanish
ESADE Business School 1999 — 1999
Summer Program, International Business, International Finance and Global Marketing
LP Analyst September 2011 - Present
Cogent Partners August 2003 - August 2011
Bear Stearns July 2001 - October 2001
SunTrust Robinson Humphrey June 2000 - August 2000
Skills
Private Equity, Venture Capital, Alternative Investments, Due Diligence, Risk Monitoring, Valuation, Financial Modeling, Portfolio Management, Start-ups, Investments, Corporate Finance, Strategy, Entrepreneurship, Analysis, Risk Management, Financial Analysis, Mutual Funds, Corporate Development, Investment Banking, Capital Markets, Asset Management, Emerging Markets, Equities, Mergers & Acquisitions, LBO, Restructuring, Investment Management, Investor Relations, M&A experience
Education
The University of Texas at Austin 1997 — 2001
BBA, Major in Finance, Minor in Spanish
ESADE Business School 1999 — 1999
Summer Program, International Business, International Finance and Global Marketing
Ross Shulman Ross Shulman's SunTrust Robinson Humphrey Experience June 2013 - June 2015
Job Associate at HarbourVest Partners
Industry Financial Services
Experience
HarbourVest Partners July 2015 - Present
SunTrust Robinson Humphrey June 2013 - June 2015
SunTrust Robinson Humphrey May 2012 - August 2012
Procter & Gamble August 2010 - May 2012
Skills
Series 63 and 79...
Education
Emory University 2009 — 2013
BBA, Finance and Analytic Consulting
needham high school
HarbourVest Partners July 2015 - Present
SunTrust Robinson Humphrey June 2013 - June 2015
SunTrust Robinson Humphrey May 2012 - August 2012
Procter & Gamble August 2010 - May 2012
Skills
Series 63 and 79...
Education
Emory University 2009 — 2013
BBA, Finance and Analytic Consulting
needham high school
Martin Hood's SunTrust Robinson Humphrey Experience July 2015 - Present
Job Investment Banking Analyst at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey July 2015 - Present
Phi Kappa Tau Fraternity Beta Iota Chapter November 2013 - November 2014
CANTOR FUND MANAGEMENT, LLC May 2014 - September 2014
Waddell & Reed August 2012 - November 2012
LAMCO Advisory Services, Inc. June 2012 - August 2012
Skills
Leadership, Financial Analysis, Management, Investments, Financial Modeling, Public Speaking, Marketing, Private Equity, Finance, Business Strategy, Real Estate, Valuation, Analysis, Microsoft Excel, Corporate Finance, Investment Banking
Education
Florida State University 2011 — 2015
Bachelor of Science (BS), Finance, General; Real Estate, General
Trinity Preparatory School
SunTrust Robinson Humphrey July 2015 - Present
Phi Kappa Tau Fraternity Beta Iota Chapter November 2013 - November 2014
CANTOR FUND MANAGEMENT, LLC May 2014 - September 2014
Waddell & Reed August 2012 - November 2012
LAMCO Advisory Services, Inc. June 2012 - August 2012
Skills
Leadership, Financial Analysis, Management, Investments, Financial Modeling, Public Speaking, Marketing, Private Equity, Finance, Business Strategy, Real Estate, Valuation, Analysis, Microsoft Excel, Corporate Finance, Investment Banking
Education
Florida State University 2011 — 2015
Bachelor of Science (BS), Finance, General; Real Estate, General
Trinity Preparatory School
Sindhu Kotha's SunTrust Robinson Humphrey Experience June 2014 - August 2014
Job Investment Banking Analyst at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey June 2014 - August 2014
Goizueta Investors Newsletter January 2014 - August 2014
Cloud Sherpas February 2013 - April 2013
TEDxEmory October 2012 - April 2013
Omega Learning Center June 2012 - August 2012
Green Global Travel June 2012 - August 2012
Skills
Financial Analysis, Microsoft Office, Microsoft Excel, Valuation, Leadership, Business Writing, Marketing Strategy, Spanish, Brand Management, Photoshop, Java
Education
The Hong Kong University of Science and Technology
Bachelor's Degree
Emory University - Goizueta Business School 2013 — 2015
Bachelor of Business Administration (BBA)
Emory University 2011 — 2015
South Forsyth High School 2007 — 2011
International Baccalaureate
Governor's Honors Program 2010 — 2010
SunTrust Robinson Humphrey June 2014 - August 2014
Goizueta Investors Newsletter January 2014 - August 2014
Cloud Sherpas February 2013 - April 2013
TEDxEmory October 2012 - April 2013
Omega Learning Center June 2012 - August 2012
Green Global Travel June 2012 - August 2012
Skills
Financial Analysis, Microsoft Office, Microsoft Excel, Valuation, Leadership, Business Writing, Marketing Strategy, Spanish, Brand Management, Photoshop, Java
Education
The Hong Kong University of Science and Technology
Bachelor's Degree
Emory University - Goizueta Business School 2013 — 2015
Bachelor of Business Administration (BBA)
Emory University 2011 — 2015
South Forsyth High School 2007 — 2011
International Baccalaureate
Governor's Honors Program 2010 — 2010
Adam Nichols Adam Nichols's SunTrust Robinson Humphrey Experience 2010 - Present
Job Vice President at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey 2010 - Present
Linx Partners September 2009 - December 2009
SunTrust Robinson Humphrey 2007 - 2009
SunTrust Robinson Humphrey 2005 - 2007
Deloitte Financial Advisory Services LLP 2003 - 2005
Skills
IPO, Business Valuation, Equity Capital Markets, Private Equity, Valuation, Investment Banking, Investments
Education
Emory University - Goizueta Business School 2009 — 2010
MBA, Finance
University of Georgia - Terry College of Business 1998 — 2002
BBA, Finance
Montgomery Bell Academy
SunTrust Robinson Humphrey 2010 - Present
Linx Partners September 2009 - December 2009
SunTrust Robinson Humphrey 2007 - 2009
SunTrust Robinson Humphrey 2005 - 2007
Deloitte Financial Advisory Services LLP 2003 - 2005
Skills
IPO, Business Valuation, Equity Capital Markets, Private Equity, Valuation, Investment Banking, Investments
Education
Emory University - Goizueta Business School 2009 — 2010
MBA, Finance
University of Georgia - Terry College of Business 1998 — 2002
BBA, Finance
Montgomery Bell Academy
Ricardo Simon Ricardo Simon's SunTrust Robinson Humphrey Experience June 2014 - Present
Job Head of CRE & REIT Syndications/SunTrust Robinson Humphrey
Industry Banking
Experience
SunTrust Robinson Humphrey June 2014 - Present
Wells Fargo Securities, LLC January 2004 - June 2014
Prudential Capital Group May 1998 - September 2003
Citi October 1997 - January 1998
Shanghai Institute of Foreign Trade January 1997 - August 1997
Knight Ridder Digital May 1996 - August 1996
J.P. Morgan May 1995 - August 1995
Skills
Financial Modeling, Investments, Portfolio Management, Financial Analysis, Valuation, Asset Managment, Equities, Corporate Finance, Private Equity, Capital Markets, Due Diligence, Credit Analysis, Fixed Income, Loans, Finance, Credit, Asset Management
Education
Florida Agricultural and Mechanical University 1993 — 2000
MBA, Finance
Florida Agricultural and Mechanical University 1993 — 1997
Bachelor, Business Administration
SunTrust Robinson Humphrey June 2014 - Present
Wells Fargo Securities, LLC January 2004 - June 2014
Prudential Capital Group May 1998 - September 2003
Citi October 1997 - January 1998
Shanghai Institute of Foreign Trade January 1997 - August 1997
Knight Ridder Digital May 1996 - August 1996
J.P. Morgan May 1995 - August 1995
Skills
Financial Modeling, Investments, Portfolio Management, Financial Analysis, Valuation, Asset Managment, Equities, Corporate Finance, Private Equity, Capital Markets, Due Diligence, Credit Analysis, Fixed Income, Loans, Finance, Credit, Asset Management
Education
Florida Agricultural and Mechanical University 1993 — 2000
MBA, Finance
Florida Agricultural and Mechanical University 1993 — 1997
Bachelor, Business Administration
Nicholas Koziak Nicholas Koziak's SunTrust Robinson Humphrey Experience 2015 - Present
Job Investment Banking Associate at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey 2015 - Present
SunTrust Robinson Humphrey 2012 - 2015
Skills
Project Management, Corporate Finance, Bloomberg, DCF, Data Analysis, PowerPoint, Investment Banking, Valuation, Financial Modeling, Finance, Financial Analysis, Equity Valuation, Private Equity, Equity Research, Mergers & Acquisitions, Microsoft Excel, Microsoft Office, Social Media
Education
Goizueta Business School, Emory University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Brophy College Preparatory 2004 — 2008
SunTrust Robinson Humphrey 2015 - Present
SunTrust Robinson Humphrey 2012 - 2015
Skills
Project Management, Corporate Finance, Bloomberg, DCF, Data Analysis, PowerPoint, Investment Banking, Valuation, Financial Modeling, Finance, Financial Analysis, Equity Valuation, Private Equity, Equity Research, Mergers & Acquisitions, Microsoft Excel, Microsoft Office, Social Media
Education
Goizueta Business School, Emory University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Brophy College Preparatory 2004 — 2008
Neil Kapur Neil Kapur's SunTrust Robinson Humphrey Experience July 2010 - June 2012
Job Business Development Payments at Google
Industry Financial Services
Experience
Google August 2015 - Present
Magnetar Capital October 2014 - August 2015
Google June 2014 - September 2014
Velos Partners April 2014 - June 2014
Adaptive Payments, Inc. July 2012 - August 2013
GO Finance (Tanzania) June 2012 - August 2012
SunTrust Robinson Humphrey July 2010 - June 2012
Deloitte June 2008 - July 2010
Skills
Investment Banking, Business Analysis, Business Development, Financial Modeling, Series 7, Valuation, Corporate Finance, Due Diligence, Mergers & Acquisitions, Venture Capital, Capital Markets, Bloomberg, Private Equity, LBO, Strategic Partnerships, Business Strategy
Education
University of California, Los Angeles - The Anderson School of Management 2013 — 2015
Master of Business Administration (MBA)
Emory University 2004 — 2008
BA, Economics
Google August 2015 - Present
Magnetar Capital October 2014 - August 2015
Google June 2014 - September 2014
Velos Partners April 2014 - June 2014
Adaptive Payments, Inc. July 2012 - August 2013
GO Finance (Tanzania) June 2012 - August 2012
SunTrust Robinson Humphrey July 2010 - June 2012
Deloitte June 2008 - July 2010
Skills
Investment Banking, Business Analysis, Business Development, Financial Modeling, Series 7, Valuation, Corporate Finance, Due Diligence, Mergers & Acquisitions, Venture Capital, Capital Markets, Bloomberg, Private Equity, LBO, Strategic Partnerships, Business Strategy
Education
University of California, Los Angeles - The Anderson School of Management 2013 — 2015
Master of Business Administration (MBA)
Emory University 2004 — 2008
BA, Economics
Catherine Nall's SunTrust Robinson Humphrey Experience August 2011 - February 2013
Job Financial Analyst, FP&A at Incomm
Industry Automotive
Experience
InComm January 2015 - Present
Asbury Automotive Group February 2013 - January 2015
SunTrust Robinson Humphrey August 2011 - February 2013
Whitney National Bank May 2010 - August 2010
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Bloomberg, PowerPoint, Microsoft Excel
Education
Florida State University - College of Business 2007 — 2011
Finance, Asian Studies
InComm January 2015 - Present
Asbury Automotive Group February 2013 - January 2015
SunTrust Robinson Humphrey August 2011 - February 2013
Whitney National Bank May 2010 - August 2010
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Bloomberg, PowerPoint, Microsoft Excel
Education
Florida State University - College of Business 2007 — 2011
Finance, Asian Studies
McPherson Moore's SunTrust Robinson Humphrey Experience June 2014 - August 2015
Job Sales Development Representative at LeadGenius
Industry Information Technology and Services
Experience
LeadGenius September 2015 - Present
SunTrust Robinson Humphrey June 2014 - August 2015
SunTrust Robinson Humphrey May 2013 - July 2013
PJM Advisors July 2012 - August 2012
China Overseas Investment Services June 2012 - July 2012
Skills
PowerPoint, Microsoft Excel, LBO, DCF, Capital IQ, Bloomberg Terminal, Valuation
Education
Emory University 2012 — 2014
Bachelor of Arts (B.A.), Economics
Georgia Tech 2010 — 2012
LeadGenius September 2015 - Present
SunTrust Robinson Humphrey June 2014 - August 2015
SunTrust Robinson Humphrey May 2013 - July 2013
PJM Advisors July 2012 - August 2012
China Overseas Investment Services June 2012 - July 2012
Skills
PowerPoint, Microsoft Excel, LBO, DCF, Capital IQ, Bloomberg Terminal, Valuation
Education
Emory University 2012 — 2014
Bachelor of Arts (B.A.), Economics
Georgia Tech 2010 — 2012
Ivan Botev Ivan Botev's SunTrust Robinson Humphrey Experience January 2014 - May 2015
Job M&A Analyst at BNP Paribas
Industry Investment Banking
Experience
BNP Paribas May 2015 - Present
SunTrust Robinson Humphrey January 2014 - May 2015
Wells Fargo July 2012 - December 2013
Bulgarian Stock Exchange June 2011 - July 2011
Skills
Investment Banking, Risk Management, Corporate Finance, Financial Modeling, Valuation, Bloomberg, Fixed Income, Capital Markets, Leveraged Finance
Education
Goizueta Business School, Emory University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance, Minor in Applied Mathematics
First English Language School, Sofia, Bulgaria 2003 — 2008
BNP Paribas May 2015 - Present
SunTrust Robinson Humphrey January 2014 - May 2015
Wells Fargo July 2012 - December 2013
Bulgarian Stock Exchange June 2011 - July 2011
Skills
Investment Banking, Risk Management, Corporate Finance, Financial Modeling, Valuation, Bloomberg, Fixed Income, Capital Markets, Leveraged Finance
Education
Goizueta Business School, Emory University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance, Minor in Applied Mathematics
First English Language School, Sofia, Bulgaria 2003 — 2008
Anne Russell Bazzel Anne Russell Bazzel's SunTrust Robinson Humphrey Experience June 2011 - September 2014
Job Vice President, SunTrust Bank
Industry Financial Services
Experience
SunTrust Bank October 2014 - Present
SunTrust Robinson Humphrey June 2011 - September 2014
SunTrust Robinson Humphrey July 2008 - June 2011
U.S. House of Representatives - Congressman Westmoreland June 2007 - August 2007
Skills
Series 7, Series 63, Investment Banking, Financial Modeling, Fixed Income, Capital Markets
Education
Emory University - Goizueta Business School 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, Finance Concentration
Washington and Lee University 2004 — 2008
B.S., Business Administration, French
IAU College - Aix-en-Provence 2007 — 2007
French, International Business, French Studies
The Lovett School 1997 — 2004
SunTrust Bank October 2014 - Present
SunTrust Robinson Humphrey June 2011 - September 2014
SunTrust Robinson Humphrey July 2008 - June 2011
U.S. House of Representatives - Congressman Westmoreland June 2007 - August 2007
Skills
Series 7, Series 63, Investment Banking, Financial Modeling, Fixed Income, Capital Markets
Education
Emory University - Goizueta Business School 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, Finance Concentration
Washington and Lee University 2004 — 2008
B.S., Business Administration, French
IAU College - Aix-en-Provence 2007 — 2007
French, International Business, French Studies
The Lovett School 1997 — 2004
Vinay Desai Vinay Desai's SunTrust Robinson Humphrey Experience 2012 - Present
Job Director, Acquisition Finance
Industry Financial Services
Experience
SunTrust Robinson Humphrey 2012 - Present
EFA Partners LLC 2011 - 2012
Wells Fargo 2009 - 2011
GE Capital 2002 - 2009
Wells Fargo 2000 - 2002
Skills
Leveraged Finance, Credit Risk, Capital Structure, Due Diligence, Mergers & Acquisitions, Capital Markets, Credit Analysis, Risk Management, LBO, Portfolio Management, Asset Based Lending, Cash Flow, Investment Banking, Strategy, Finance, Corporate Finance
Education
Goizueta Business School, Emory University 2006 — 2008
Master of Business Administration (M.B.A.), Finance, Strategy
Emory University 1996 — 2000
Bachelor of Business Administration (BBA), Finance
SunTrust Robinson Humphrey 2012 - Present
EFA Partners LLC 2011 - 2012
Wells Fargo 2009 - 2011
GE Capital 2002 - 2009
Wells Fargo 2000 - 2002
Skills
Leveraged Finance, Credit Risk, Capital Structure, Due Diligence, Mergers & Acquisitions, Capital Markets, Credit Analysis, Risk Management, LBO, Portfolio Management, Asset Based Lending, Cash Flow, Investment Banking, Strategy, Finance, Corporate Finance
Education
Goizueta Business School, Emory University 2006 — 2008
Master of Business Administration (M.B.A.), Finance, Strategy
Emory University 1996 — 2000
Bachelor of Business Administration (BBA), Finance
Woodruff Polk Woodruff Polk's SunTrust Robinson Humphrey Experience July 2015 - Present
Job SVP, Chief Compliance Officer of Swap Dealer
Industry Banking
Experience
SunTrust Robinson Humphrey July 2015 - Present
SunTrust Bank March 2005 - Present
Sutherland Asbill & Brennan LLP 2002 - 2005
Cadwalader, Wickersham & Taft LLP 1999 - 2002
Skills
Structured Finance, Securities, Securities Regulation, Capital Markets, Due Diligence, Securitization, Financial Structuring, Corporate Finance, Private Equity, Mergers & Acquisitions, Corporate Law, Financial Services, Derivatives, Dodd-Frank, Finance, Secured Financing, Banking Law, Leveraged Finance, Securities Law, Secured Lending, Volcker Rule
Education
Emory University School of Law 1996 — 1999
J.D., With Honors
University of Florida 1992 — 1996
B.A, Economics, Japanese, With Honors
SunTrust Robinson Humphrey July 2015 - Present
SunTrust Bank March 2005 - Present
Sutherland Asbill & Brennan LLP 2002 - 2005
Cadwalader, Wickersham & Taft LLP 1999 - 2002
Skills
Structured Finance, Securities, Securities Regulation, Capital Markets, Due Diligence, Securitization, Financial Structuring, Corporate Finance, Private Equity, Mergers & Acquisitions, Corporate Law, Financial Services, Derivatives, Dodd-Frank, Finance, Secured Financing, Banking Law, Leveraged Finance, Securities Law, Secured Lending, Volcker Rule
Education
Emory University School of Law 1996 — 1999
J.D., With Honors
University of Florida 1992 — 1996
B.A, Economics, Japanese, With Honors
Jared Cohen Jared Cohen's SunTrust Robinson Humphrey Experience May 2014 - Present
Job Vice President at SunTrust Robinson Humphrey
Industry Banking
Experience
SunTrust Robinson Humphrey May 2014 - Present
SunTrust Robinson Humphrey June 2012 - April 2014
GE Energy Financial Services June 2011 - August 2011
Sumitomo Mitsui Banking Corporation April 2007 - July 2010
Thomson Financial August 2006 - April 2007
Skills
Asset Managment, Project Management, Structured Finance, Risk Management, Credit Risk, Analysis, Statistics, Marketing Strategy, Business Analysis, Financial Modeling, Project Finance, Asset Management, Credit, Forecasting
Education
Cornell University
B.S., Industrial and Labor Relations
Emory University - Goizueta Business School
MBA
SunTrust Robinson Humphrey May 2014 - Present
SunTrust Robinson Humphrey June 2012 - April 2014
GE Energy Financial Services June 2011 - August 2011
Sumitomo Mitsui Banking Corporation April 2007 - July 2010
Thomson Financial August 2006 - April 2007
Skills
Asset Managment, Project Management, Structured Finance, Risk Management, Credit Risk, Analysis, Statistics, Marketing Strategy, Business Analysis, Financial Modeling, Project Finance, Asset Management, Credit, Forecasting
Education
Cornell University
B.S., Industrial and Labor Relations
Emory University - Goizueta Business School
MBA
Natalia Valderrama Natalia Valderrama's SunTrust Robinson Humphrey Experience May 2014 - Present
Job Financial Analyst at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey May 2014 - Present
UBS Investment Bank June 2012 - September 2013
UBS Investment Bank June 2011 - August 2011
Skills
Investment Banking, Valuation, Equities, Bloomberg, Financial Modeling, Capital Markets, Corporate Finance, Microsoft Excel, Latin America, Spanish
Education
Emory University - Goizueta Business School 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Marketing, Double Major in French Studies
Université Denis Diderot (Paris VII) / University Paris VII 2010 — 2010
Study Abroad, French Studies
SunTrust Robinson Humphrey May 2014 - Present
UBS Investment Bank June 2012 - September 2013
UBS Investment Bank June 2011 - August 2011
Skills
Investment Banking, Valuation, Equities, Bloomberg, Financial Modeling, Capital Markets, Corporate Finance, Microsoft Excel, Latin America, Spanish
Education
Emory University - Goizueta Business School 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Marketing, Double Major in French Studies
Université Denis Diderot (Paris VII) / University Paris VII 2010 — 2010
Study Abroad, French Studies
David Moye David Moye's SunTrust Robinson Humphrey Experience August 2013 - December 2014
Job AVP, Senior Auditor at SunTrust Bank
Industry Banking
Experience
SunTrust Bank January 2015 - Present
SunTrust Robinson Humphrey August 2013 - December 2014
SunTrust Bank January 2012 - August 2013
SunTrust Bank May 2011 - December 2011
Kennesaw State University August 2008 - May 2011
JPMorgan Chase June 2007 - May 2011
Washington Mutual Bank June 2005 - June 2007
Skills
Leadership, Microsoft Excel, Microsoft Office, SharePoint, Banking, Financial Accounting, Event Planning, Project Management, Business Analysis, Process Improvement, Business Continuity..., Analytic Reporting, Peer Mentoring, Reporting & Analysis, Internal Audit
Education
Emory University - Goizueta Business School 2014 — 2017
Master of Business Administration (MBA), Finance, Accounting, Strategic Management
Kennesaw State University 2007 — 2011
BBA in Finance and BBA in Accounting, Accounting and Finance
SunTrust Bank January 2015 - Present
SunTrust Robinson Humphrey August 2013 - December 2014
SunTrust Bank January 2012 - August 2013
SunTrust Bank May 2011 - December 2011
Kennesaw State University August 2008 - May 2011
JPMorgan Chase June 2007 - May 2011
Washington Mutual Bank June 2005 - June 2007
Skills
Leadership, Microsoft Excel, Microsoft Office, SharePoint, Banking, Financial Accounting, Event Planning, Project Management, Business Analysis, Process Improvement, Business Continuity..., Analytic Reporting, Peer Mentoring, Reporting & Analysis, Internal Audit
Education
Emory University - Goizueta Business School 2014 — 2017
Master of Business Administration (MBA), Finance, Accounting, Strategic Management
Kennesaw State University 2007 — 2011
BBA in Finance and BBA in Accounting, Accounting and Finance
Josh Hamrick Josh Hamrick's SunTrust Robinson Humphrey Experience June 2014 - Present
Job Investment Banking Analyst at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey June 2014 - Present
Vanderbilt Owen Graduate School of Management July 2013 - May 2014
Raymond James May 2013 - July 2013
Executive Office of Governor Rick Scott September 2012 - December 2012
LCG Capital May 2012 - July 2012
Page, Eichenblatt, Bernbaum, & Bennett, P.A. July 2007 - December 2009
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Financial Modeling, Economics, Investment Banking, Networking, Teamwork, Politics, Governmental Affairs, Spanish, Strategy, Mergers & Acquisitions, Equities, Finance
Education
Vanderbilt University - Owen Graduate School of Management 2013 — 2014
Masters in Finance
Florida State University 2009 — 2013
Finance, International Business
Study Abroad via Florida State University & Catolótica Universitat de Valencia
Spanish Language, International Business, & Marketing
SunTrust Robinson Humphrey June 2014 - Present
Vanderbilt Owen Graduate School of Management July 2013 - May 2014
Raymond James May 2013 - July 2013
Executive Office of Governor Rick Scott September 2012 - December 2012
LCG Capital May 2012 - July 2012
Page, Eichenblatt, Bernbaum, & Bennett, P.A. July 2007 - December 2009
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Financial Modeling, Economics, Investment Banking, Networking, Teamwork, Politics, Governmental Affairs, Spanish, Strategy, Mergers & Acquisitions, Equities, Finance
Education
Vanderbilt University - Owen Graduate School of Management 2013 — 2014
Masters in Finance
Florida State University 2009 — 2013
Finance, International Business
Study Abroad via Florida State University & Catolótica Universitat de Valencia
Spanish Language, International Business, & Marketing
Mark Zebouni Mark Zebouni's SunTrust Robinson Humphrey Experience July 2014 - June 2015
Job Analyst at Eastdil Secured
Industry Financial Services
Experience
Eastdil Secured July 2015 - Present
SunTrust Robinson Humphrey July 2014 - June 2015
KPMG US July 2013 - July 2014
Gannett May 2011 - September 2011
City of Jacksonville May 2010 - August 2010
Skills
Analysis, Financial Modeling, Finance, Microsoft Excel, Marketing, Due Diligence, Valuation
Education
University of Florida 2012 — 2013
Master of Science, Finance
Florida State University 2008 — 2012
Bachelor of Science, Finance and Real Estate
Eastdil Secured July 2015 - Present
SunTrust Robinson Humphrey July 2014 - June 2015
KPMG US July 2013 - July 2014
Gannett May 2011 - September 2011
City of Jacksonville May 2010 - August 2010
Skills
Analysis, Financial Modeling, Finance, Microsoft Excel, Marketing, Due Diligence, Valuation
Education
University of Florida 2012 — 2013
Master of Science, Finance
Florida State University 2008 — 2012
Bachelor of Science, Finance and Real Estate
Chris Prevost Chris Prevost's SunTrust Robinson Humphrey Experience March 2013 - Present
Job Vice President at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey March 2013 - Present
SunTrust Robinson Humphrey February 2011 - February 2013
PricewaterhouseCoopers July 2009 - February 2011
Computer Sciences Corporation 2003 - 2007
Education
Emory University - Goizueta Business School 2007 — 2009
Masters of Business Administration, Finance
Georgia Institute of Technology
Bachelor of Science, Industrial Engineering
SunTrust Robinson Humphrey March 2013 - Present
SunTrust Robinson Humphrey February 2011 - February 2013
PricewaterhouseCoopers July 2009 - February 2011
Computer Sciences Corporation 2003 - 2007
Education
Emory University - Goizueta Business School 2007 — 2009
Masters of Business Administration, Finance
Georgia Institute of Technology
Bachelor of Science, Industrial Engineering
Stan Fediuk Stan Fediuk's SunTrust Robinson Humphrey Experience April 2014 - Present
Job
Industry Investment Banking
Experience
SunTrust Robinson Humphrey April 2014 - Present
Skills
Equity Research, Valuation, Financial Analysis, Financial Modeling, Financial Reporting, Equities, Industry Analysis, Investments, Excel, VBA, .NET, C#, SQL, Web Development, Ukrainian, Spanish, Portuguese, Analysis, Bloomberg, Competitive Analysis, Capital Markets, Management, Microsoft Excel, Agile Methodologies
Education
Fordham University - Graduate School of Business Administration 2007 — 2009
MBA
Fordham University 1994 — 1998
BA
SunTrust Robinson Humphrey April 2014 - Present
Skills
Equity Research, Valuation, Financial Analysis, Financial Modeling, Financial Reporting, Equities, Industry Analysis, Investments, Excel, VBA, .NET, C#, SQL, Web Development, Ukrainian, Spanish, Portuguese, Analysis, Bloomberg, Competitive Analysis, Capital Markets, Management, Microsoft Excel, Agile Methodologies
Education
Fordham University - Graduate School of Business Administration 2007 — 2009
MBA
Fordham University 1994 — 1998
BA
Altaf Noormohmad's SunTrust Robinson Humphrey Experience April 2010 - September 2011
Job First Vice President at SunTrust
Industry Banking
Experience
SunTrust September 2011 - Present
SunTrust Robinson Humphrey April 2010 - September 2011
SunTrust Banks December 2007 - April 2010
Skills
Equity Research, Analysis, Management, Risk Management, Financial Modeling, PowerPoint, Competitive Analysis, Investments, Banking, Valuation, Project Management, Financial Forecasting, Loans, Credit Risk, Analytics, Strategic Planning, Process Improvement, Financial Statement...
Education
Emory University - Goizueta Business School 2008 — 2012
Master of Business Administration (MBA), Finance, General
Georgia State University 1996 — 1999
Bachelor of Business Administration (BBA), Accounting and Finance
SunTrust September 2011 - Present
SunTrust Robinson Humphrey April 2010 - September 2011
SunTrust Banks December 2007 - April 2010
Skills
Equity Research, Analysis, Management, Risk Management, Financial Modeling, PowerPoint, Competitive Analysis, Investments, Banking, Valuation, Project Management, Financial Forecasting, Loans, Credit Risk, Analytics, Strategic Planning, Process Improvement, Financial Statement...
Education
Emory University - Goizueta Business School 2008 — 2012
Master of Business Administration (MBA), Finance, General
Georgia State University 1996 — 1999
Bachelor of Business Administration (BBA), Accounting and Finance
Michael R. Solomon's SunTrust Robinson Humphrey Experience July 2010 - March 2013
Job Associate at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse March 2013 - Present
SunTrust Robinson Humphrey July 2010 - March 2013
Skills
Investment Banking, Capital Markets, Derivatives, Investments, Venture Capital, Corporate Finance, Private Equity, Valuation, Financial Modeling, Bloomberg, Financial Analysis, Equities, Series 7, Equity Research, Fixed Income, LBO, DCF, Hedge Funds, Leveraged Finance, Equity Valuation, Investment Management, Capital IQ
Education
Emory University - Goizueta Business School 2005 — 2009
BBA, Finance, Quantitative Analytics, Economics
Credit Suisse March 2013 - Present
SunTrust Robinson Humphrey July 2010 - March 2013
Skills
Investment Banking, Capital Markets, Derivatives, Investments, Venture Capital, Corporate Finance, Private Equity, Valuation, Financial Modeling, Bloomberg, Financial Analysis, Equities, Series 7, Equity Research, Fixed Income, LBO, DCF, Hedge Funds, Leveraged Finance, Equity Valuation, Investment Management, Capital IQ
Education
Emory University - Goizueta Business School 2005 — 2009
BBA, Finance, Quantitative Analytics, Economics
Liz Ivery Liz Ivery's SunTrust Robinson Humphrey Experience 1999 - 2004
Job Executive Assistant
Industry Construction
Experience
CH2M HILL 2006 - 2014
SunTrust Robinson Humphrey 1999 - 2004
Georgia Baptist Healthcare System 1996 - 1999
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Data Entry, Budgets, Time Management, SharePoint
Education
Florida International University
Three years of coursework, Health Services Administration
CH2M HILL 2006 - 2014
SunTrust Robinson Humphrey 1999 - 2004
Georgia Baptist Healthcare System 1996 - 1999
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Data Entry, Budgets, Time Management, SharePoint
Education
Florida International University
Three years of coursework, Health Services Administration
Howard Penney's SunTrust Robinson Humphrey Experience January 2002 - January 2004
Job Managing Director at Hedgeye Risk Management
Industry Financial Services
Experience
Hedgeye Risk Management April 2008 - Present
FBR January 2004 - March 2008
Prudential Equity Group 2006 - 2007
Friedman Billings Ramsey 2004 - 2007
SunTrust Robinson Humphrey January 2002 - January 2004
Morgan Stanley March 1987 - January 2001
Skills
Equity Research, Equities, Valuation, Financial Modeling, Investments, Hedge Funds, Capital Markets, Asset Managment, Private Equity, Financial Analysis, Equity Valuation, Corporate Finance, Portfolio Management, Investment Banking, Series 7, Alternative Investments, Asset Management, Finance, Fixed Income, Investor Relations, Mergers & Acquisitions, Start-ups, Venture Capital, Bloomberg, Management, Securities, Due Diligence, Risk Management, Investment Management
Education
Florida Southern College 1981 — 1985
BS, Finance
Hedgeye Risk Management April 2008 - Present
FBR January 2004 - March 2008
Prudential Equity Group 2006 - 2007
Friedman Billings Ramsey 2004 - 2007
SunTrust Robinson Humphrey January 2002 - January 2004
Morgan Stanley March 1987 - January 2001
Skills
Equity Research, Equities, Valuation, Financial Modeling, Investments, Hedge Funds, Capital Markets, Asset Managment, Private Equity, Financial Analysis, Equity Valuation, Corporate Finance, Portfolio Management, Investment Banking, Series 7, Alternative Investments, Asset Management, Finance, Fixed Income, Investor Relations, Mergers & Acquisitions, Start-ups, Venture Capital, Bloomberg, Management, Securities, Due Diligence, Risk Management, Investment Management
Education
Florida Southern College 1981 — 1985
BS, Finance
Sean Egan's SunTrust Robinson Humphrey Experience October 2004 - May 2007
Job Vice President, Healthcare Leveraged Finance at Capital One
Industry Financial Services
Experience
Capital One May 2015 - Present
Fifth Third Bank July 2011 - December 2014
Mensura Securities, LLC / Mensura Capital, LLC 2010 - 2011
Self Employed 2008 - 2010
Caymus Partners LLC June 2007 - October 2008
SunTrust Robinson Humphrey October 2004 - May 2007
SunTrust Robinson Humphrey June 2003 - October 2004
Inova Health System January 2000 - June 2001
MedStar Georgetown University Hospital June 1998 - December 1999
The Advisory Board Company January 1997 - May 1998
Skills
Corporate Finance, Investment Banking, Financial Analysis, Financial Modeling, Due Diligence, Capital Markets, Valuation, Private Equity, Mergers & Acquisitions
Education
Emory University - Goizueta Business School 2001 — 2003
Master of Business Administration (MBA), Accounting and Finance
Georgetown University
Bachelor's Degree, Economics and Russian
Capital One May 2015 - Present
Fifth Third Bank July 2011 - December 2014
Mensura Securities, LLC / Mensura Capital, LLC 2010 - 2011
Self Employed 2008 - 2010
Caymus Partners LLC June 2007 - October 2008
SunTrust Robinson Humphrey October 2004 - May 2007
SunTrust Robinson Humphrey June 2003 - October 2004
Inova Health System January 2000 - June 2001
MedStar Georgetown University Hospital June 1998 - December 1999
The Advisory Board Company January 1997 - May 1998
Skills
Corporate Finance, Investment Banking, Financial Analysis, Financial Modeling, Due Diligence, Capital Markets, Valuation, Private Equity, Mergers & Acquisitions
Education
Emory University - Goizueta Business School 2001 — 2003
Master of Business Administration (MBA), Accounting and Finance
Georgetown University
Bachelor's Degree, Economics and Russian
Chad Payne Chad Payne's SunTrust Robinson Humphrey Experience 1997 - 2000
Job Director, Corporate Financial Planning & Analysis at WestRock
Industry Packaging and Containers
Experience
WestRock Company July 2006 - Present
Rock-Tenn Company May 2013 - October 2014
Rock-Tenn Company September 2010 - May 2013
Rock-Tenn Company December 2008 - September 2010
Rock-Tenn Company July 2006 - December 2008
Propex Inc. 2002 - 2006
KPMG Corporate Finance 2000 - 2002
SunTrust Robinson Humphrey 1997 - 2000
Skills
Forecasting, Financial Modeling, Financial Analysis, Corporate Finance, Cash Management, Process Improvement, Risk Management, Mergers & Acquisitions, Treasury, Finance, Strategic Planning, Internal Controls, Accounting, Financial Reporting
Education
Emory University - Goizueta Business School 1995 — 1997
MBA, Finance, General
Vanderbilt University 1989 — 1993
BA, Economics, Political Science
WestRock Company July 2006 - Present
Rock-Tenn Company May 2013 - October 2014
Rock-Tenn Company September 2010 - May 2013
Rock-Tenn Company December 2008 - September 2010
Rock-Tenn Company July 2006 - December 2008
Propex Inc. 2002 - 2006
KPMG Corporate Finance 2000 - 2002
SunTrust Robinson Humphrey 1997 - 2000
Skills
Forecasting, Financial Modeling, Financial Analysis, Corporate Finance, Cash Management, Process Improvement, Risk Management, Mergers & Acquisitions, Treasury, Finance, Strategic Planning, Internal Controls, Accounting, Financial Reporting
Education
Emory University - Goizueta Business School 1995 — 1997
MBA, Finance, General
Vanderbilt University 1989 — 1993
BA, Economics, Political Science
James Arsenault James Arsenault's SunTrust Robinson Humphrey Experience June 2014 - Present
Job Investment Banking Analyst at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey June 2014 - Present
Goizueta Business School, Emory University August 2011 - May 2014
HSBC Global Banking and Markets June 2013 - August 2013
Readers Beyond Borders October 2011 - October 2012
Fimeris May 2012 - August 2012
Maxim Group LLC February 2010 - August 2011
Paul Bernard & Associates June 2009 - February 2010
Our Lady of Grace Church May 2006 - June 2009
Skills
Finance, Investments, PowerPoint, Microsoft Excel, Bloomberg Terminal, Java, Financial Modeling, Economics, Financial Analysis, Public Speaking, Management
Education
Emory University - Goizueta Business School 2010 — 2014
Bachelor of Business Administration, Finance Concentration; B.S, Applied Mathematics
Regis High School 2006 — 2010
High School Diploma
SunTrust Robinson Humphrey June 2014 - Present
Goizueta Business School, Emory University August 2011 - May 2014
HSBC Global Banking and Markets June 2013 - August 2013
Readers Beyond Borders October 2011 - October 2012
Fimeris May 2012 - August 2012
Maxim Group LLC February 2010 - August 2011
Paul Bernard & Associates June 2009 - February 2010
Our Lady of Grace Church May 2006 - June 2009
Skills
Finance, Investments, PowerPoint, Microsoft Excel, Bloomberg Terminal, Java, Financial Modeling, Economics, Financial Analysis, Public Speaking, Management
Education
Emory University - Goizueta Business School 2010 — 2014
Bachelor of Business Administration, Finance Concentration; B.S, Applied Mathematics
Regis High School 2006 — 2010
High School Diploma
Braden Willis Braden Willis's SunTrust Robinson Humphrey Experience 2012 - Present
Job Healthcare M&A Associate at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey 2012 - Present
NovaMed, Inc. 2009 - 2011
Kurt Salmon 2007 - 2009
Skills
Financial Modeling, Valuation, Mergers, Investment Banking, Financial Analysis, Business Strategy, Project Management, Market Research, Data Analysis, Microsoft Excel, Finance, Strategic Planning
Education
Emory University - Goizueta Business School 2011 — 2012
MBA, Finance, General
Georgia Institute of Technology 2002 — 2007
BS, Management
SunTrust Robinson Humphrey 2012 - Present
NovaMed, Inc. 2009 - 2011
Kurt Salmon 2007 - 2009
Skills
Financial Modeling, Valuation, Mergers, Investment Banking, Financial Analysis, Business Strategy, Project Management, Market Research, Data Analysis, Microsoft Excel, Finance, Strategic Planning
Education
Emory University - Goizueta Business School 2011 — 2012
MBA, Finance, General
Georgia Institute of Technology 2002 — 2007
BS, Management
Tom Shanklin Tom Shanklin's SunTrust Robinson Humphrey Experience January 1999 - May 2007
Job Senior Investment Professional at Nationwide Mutual Insurance Company
Industry Investment Management
Experience
Nationwide Insurance - Private Debt & Equity Group November 2012 - Present
Nationwide Insurance - Private Placement Group April 2009 - November 2012
Deutsche Bank Securities June 2007 - January 2009
SunTrust Robinson Humphrey January 1999 - May 2007
SunTrust Bank January 1997 - January 1999
Skills
Underwriting, Leveraged Finance, Valuation, Portfolio Management, Financial Analysis, Negotiation, Credit, Credit Analysis, Investments, Private Equity, Bonds, Corporate Finance, Fixed Income, Financial Structuring, Asset Management, Structured Finance, Capital Markets, Capital, Investment Banking, Financial Modeling, Finance, Equities, Private Placements, Trading, Restructuring, Alternative Investments, Insurance, Mergers & Acquisitions, Due Diligence, Leadership, Asset Allocation, Bloomberg, Financial Risk, Financial Services, Hedge Funds, Investment Management, Investment Strategies, Investor Relations, Mezzanine, Project Finance, Risk Management, Securities, Series 7, Syndications, Loan Origination, Commercial Banking
Education
Emory University - Goizueta Business School 2004 — 2005
MBA, Finance
University of North Carolina at Chapel Hill 1991 — 1996
BSBA, Business
Monument Mountain
High School
Nationwide Insurance - Private Debt & Equity Group November 2012 - Present
Nationwide Insurance - Private Placement Group April 2009 - November 2012
Deutsche Bank Securities June 2007 - January 2009
SunTrust Robinson Humphrey January 1999 - May 2007
SunTrust Bank January 1997 - January 1999
Skills
Underwriting, Leveraged Finance, Valuation, Portfolio Management, Financial Analysis, Negotiation, Credit, Credit Analysis, Investments, Private Equity, Bonds, Corporate Finance, Fixed Income, Financial Structuring, Asset Management, Structured Finance, Capital Markets, Capital, Investment Banking, Financial Modeling, Finance, Equities, Private Placements, Trading, Restructuring, Alternative Investments, Insurance, Mergers & Acquisitions, Due Diligence, Leadership, Asset Allocation, Bloomberg, Financial Risk, Financial Services, Hedge Funds, Investment Management, Investment Strategies, Investor Relations, Mezzanine, Project Finance, Risk Management, Securities, Series 7, Syndications, Loan Origination, Commercial Banking
Education
Emory University - Goizueta Business School 2004 — 2005
MBA, Finance
University of North Carolina at Chapel Hill 1991 — 1996
BSBA, Business
Monument Mountain
High School
Frank Hapak Frank Hapak's SunTrust Robinson Humphrey Experience June 2011 - July 2012
Job Associate at Carousel Capital
Industry Venture Capital & Private Equity
Experience
Carousel Capital August 2014 - Present
Edgeview Partners July 2012 - July 2014
SunTrust Robinson Humphrey June 2011 - July 2012
SunTrust Robinson Humphrey May 2010 - August 2010
Education
Emory University 2007 — 2011
Emory University - Goizueta Business School 2007 — 2011
Park Tudor School 2003 — 2007
Carousel Capital August 2014 - Present
Edgeview Partners July 2012 - July 2014
SunTrust Robinson Humphrey June 2011 - July 2012
SunTrust Robinson Humphrey May 2010 - August 2010
Education
Emory University 2007 — 2011
Emory University - Goizueta Business School 2007 — 2011
Park Tudor School 2003 — 2007
Erin MacEachern Erin MacEachern's SunTrust Robinson Humphrey Experience April 2014 - Present
Job Associate at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey April 2014 - Present
Croft & Bender June 2012 - April 2014
Sandler O'Neill 2011 - June 2012
Price Waterhouse Coopers 2009 - 2011
Skills
Financial Modeling, Valuation, Investment Banking, Due Diligence, Financial Analysis, Mergers, IPO, Financial Institutions, Accounting, Corporate Finance, Business Valuation, Capital Markets, Private Equity
Education
Emory University - Goizueta Business School 2005 — 2009
BBA, Accounting, Music
SunTrust Robinson Humphrey April 2014 - Present
Croft & Bender June 2012 - April 2014
Sandler O'Neill 2011 - June 2012
Price Waterhouse Coopers 2009 - 2011
Skills
Financial Modeling, Valuation, Investment Banking, Due Diligence, Financial Analysis, Mergers, IPO, Financial Institutions, Accounting, Corporate Finance, Business Valuation, Capital Markets, Private Equity
Education
Emory University - Goizueta Business School 2005 — 2009
BBA, Accounting, Music
Chad Bostak, MBA's SunTrust Robinson Humphrey Experience March 2015 - Present
Job Capital Markets Compliance Officer Testing Program at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey March 2015 - Present
Financial Industry Regulatory Authority September 2011 - March 2015
Franklin Templeton Investments March 2008 - September 2011
Florida Highway Patrol August 2007 - September 2011
Franklin Templeton Investments July 2004 - March 2008
Franklin Templeton Investments July 2003 - July 2004
Franklin Templeton Investments July 2001 - July 2003
Skills
Mutual Funds, AML, Securities, Investments, Equities, Trading, Series 6, Alternative Investments, Financial Services, Financial Analysis, Business Analysis, Wealth Management, Investment Strategies, Asset Managment, Financial Modeling, Strategic Financial..., Investment Advisory, Business Strategy, Finance, Analysis, Financial Markets, Internal Audit, Fixed Income, Risk Management, Portfolio Management, Asset Management, Financial Risk, FINRA, Relationship Management, Internal Controls, Hedge Funds, Financial Reporting, Asset Allocation
Education
University of Phoenix 2003 — 2005
M.B.A., Global Management
Florida State University - College of Business 1997 — 2001
B.S., Finance/ Minor - Communications
SunTrust Robinson Humphrey March 2015 - Present
Financial Industry Regulatory Authority September 2011 - March 2015
Franklin Templeton Investments March 2008 - September 2011
Florida Highway Patrol August 2007 - September 2011
Franklin Templeton Investments July 2004 - March 2008
Franklin Templeton Investments July 2003 - July 2004
Franklin Templeton Investments July 2001 - July 2003
Skills
Mutual Funds, AML, Securities, Investments, Equities, Trading, Series 6, Alternative Investments, Financial Services, Financial Analysis, Business Analysis, Wealth Management, Investment Strategies, Asset Managment, Financial Modeling, Strategic Financial..., Investment Advisory, Business Strategy, Finance, Analysis, Financial Markets, Internal Audit, Fixed Income, Risk Management, Portfolio Management, Asset Management, Financial Risk, FINRA, Relationship Management, Internal Controls, Hedge Funds, Financial Reporting, Asset Allocation
Education
University of Phoenix 2003 — 2005
M.B.A., Global Management
Florida State University - College of Business 1997 — 2001
B.S., Finance/ Minor - Communications
Rainer Zeck, MBA Rainer Zeck, MBA's SunTrust Robinson Humphrey Experience May 2015 - Present
Job Director Acquisition Finance at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey May 2015 - Present
Fifth Third Bank 2009 - Present
CapitalSource Corporate Finance 2005 - 2008
GE Capital - Global Sponsor Finance 2001 - 2005
Heller Financial 1999 - 2001
SunTrust Structured Finance 1996 - 1999
Skills
Corporate Finance, Portfolio Management, Mergers & Acquisitions, Finance, Financial Analysis, Capital Markets, Investments, Credit, Business Development, Structured Finance, Loans, Management
Education
Emory University - Goizueta Business School 1985 — 1987
MBA, Finance
Vanderbilt University 1980 — 1984
BSE, Engineering
SunTrust Robinson Humphrey May 2015 - Present
Fifth Third Bank 2009 - Present
CapitalSource Corporate Finance 2005 - 2008
GE Capital - Global Sponsor Finance 2001 - 2005
Heller Financial 1999 - 2001
SunTrust Structured Finance 1996 - 1999
Skills
Corporate Finance, Portfolio Management, Mergers & Acquisitions, Finance, Financial Analysis, Capital Markets, Investments, Credit, Business Development, Structured Finance, Loans, Management
Education
Emory University - Goizueta Business School 1985 — 1987
MBA, Finance
Vanderbilt University 1980 — 1984
BSE, Engineering
Katarina Chiscop's SunTrust Robinson Humphrey Experience July 2015 - Present
Job Recent MBA graduate working in financial services field
Industry Investment Banking
Experience
SunTrust Robinson Humphrey July 2015 - Present
SunTrust Robinson Humphrey June 2014 - August 2014
Association of Public Health Laboratories September 2012 - July 2013
Sabin Vaccine Institute August 2011 - September 2012
Cystic Fibrosis Foundation December 2010 - August 2011
Cystic Fibrosis Foundation July 2007 - December 2010
Skills
Non-profits, Accounts Payable, Budgets, Microsoft Excel, Financial Reporting, Payroll, Account Reconciliation, General Ledger, Accounts Receivable, Financial Analysis, Accounting, Management, Microsoft Office, PowerPoint, Event Planning, Data Analysis, Invoicing, Community Outreach, Nonprofits, Analysis, Finance, Internal Controls, Time Management, Training, Access, QuickBooks, Financial Accounting
Education
Goizueta Business School, Emory University 2013 — 2015
Master of Business Administration (M.B.A.)
University of Maryland University College 2010 — 2012
Bachelor of Science (B.S.), Accounting
SunTrust Robinson Humphrey July 2015 - Present
SunTrust Robinson Humphrey June 2014 - August 2014
Association of Public Health Laboratories September 2012 - July 2013
Sabin Vaccine Institute August 2011 - September 2012
Cystic Fibrosis Foundation December 2010 - August 2011
Cystic Fibrosis Foundation July 2007 - December 2010
Skills
Non-profits, Accounts Payable, Budgets, Microsoft Excel, Financial Reporting, Payroll, Account Reconciliation, General Ledger, Accounts Receivable, Financial Analysis, Accounting, Management, Microsoft Office, PowerPoint, Event Planning, Data Analysis, Invoicing, Community Outreach, Nonprofits, Analysis, Finance, Internal Controls, Time Management, Training, Access, QuickBooks, Financial Accounting
Education
Goizueta Business School, Emory University 2013 — 2015
Master of Business Administration (M.B.A.)
University of Maryland University College 2010 — 2012
Bachelor of Science (B.S.), Accounting
Priya Garg Priya Garg's SunTrust Robinson Humphrey Experience 2003 - 2005
Job Finance
Industry Financial Services
Experience
Relay Graduate School of Education March 2014 - Present
Socratic Labs 2013 - 2013
Morgan Stanley 2010 - 2013
Unite with In Motion 2006 - 2011
Training The Street 2005 - 2009
SunTrust Robinson Humphrey 2003 - 2005
Skills
Mergers, Financial Modeling, Capital Markets, Financial Analysis, Valuation, Business Valuation, Emerging Markets, Corporate Development, Mergers & Acquisitions, Entrepreneurship, Strategy, Financial Services, Corporate Finance, Investment Banking, Private Equity, Start-ups
Education
Emory University - Goizueta Business School 1999 — 2003
BBA, Finance and Political Science
Oxford University 2000 — 2000
Blair Academy
Relay Graduate School of Education March 2014 - Present
Socratic Labs 2013 - 2013
Morgan Stanley 2010 - 2013
Unite with In Motion 2006 - 2011
Training The Street 2005 - 2009
SunTrust Robinson Humphrey 2003 - 2005
Skills
Mergers, Financial Modeling, Capital Markets, Financial Analysis, Valuation, Business Valuation, Emerging Markets, Corporate Development, Mergers & Acquisitions, Entrepreneurship, Strategy, Financial Services, Corporate Finance, Investment Banking, Private Equity, Start-ups
Education
Emory University - Goizueta Business School 1999 — 2003
BBA, Finance and Political Science
Oxford University 2000 — 2000
Blair Academy
Michael Esposito Michael Esposito's SunTrust Robinson Humphrey Experience April 2013 - Present
Job Financial Sponsors Group at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey April 2013 - Present
KPMG July 2012 - April 2013
Deutsche Bank August 2010 - February 2012
Ernst & Young September 2005 - July 2008
Skills
CPA, Accounting, Consulting, Corporate Finance, External Audit, Finance, Due Diligence, Financial Analysis, Financial Modeling, Financial Reporting, Management Consulting, Mergers, Restructuring, Tax, Valuation
Education
Emory University - Goizueta Business School 2008 — 2010
Master of Business Administration (MBA), Finance and Real Estate
University of Florida 2004 — 2005
Master's degree, Accounting
University of Florida 2000 — 2004
Bachelor's degree, Accounting
SunTrust Robinson Humphrey April 2013 - Present
KPMG July 2012 - April 2013
Deutsche Bank August 2010 - February 2012
Ernst & Young September 2005 - July 2008
Skills
CPA, Accounting, Consulting, Corporate Finance, External Audit, Finance, Due Diligence, Financial Analysis, Financial Modeling, Financial Reporting, Management Consulting, Mergers, Restructuring, Tax, Valuation
Education
Emory University - Goizueta Business School 2008 — 2010
Master of Business Administration (MBA), Finance and Real Estate
University of Florida 2004 — 2005
Master's degree, Accounting
University of Florida 2000 — 2004
Bachelor's degree, Accounting
Ben Samit Ben Samit's SunTrust Robinson Humphrey Experience July 2010 - June 2013
Job Associate at PennantPark Investment Advisers
Industry Financial Services
Experience
PennantPark Investment Advisers June 2013 - Present
SunTrust Robinson Humphrey July 2010 - June 2013
Cronus Capital May 2009 - August 2009
Blackstreet Capital Management May 2008 - July 2008
Skills
Investment Banking, Financial Modeling, DCF, Microsoft Excel, Valuation, Bloomberg, Private Equity, Corporate Finance, PowerPoint, LBO, Capital Markets, Excel, Equity Research, Equities, Capital IQ, Leveraged Finance, Middle Market, Investment Strategies, Leadership
Education
Emory University - Goizueta Business School 2006 — 2010
Finance
University of New South Wales 2008 — 2008
Finance
PennantPark Investment Advisers June 2013 - Present
SunTrust Robinson Humphrey July 2010 - June 2013
Cronus Capital May 2009 - August 2009
Blackstreet Capital Management May 2008 - July 2008
Skills
Investment Banking, Financial Modeling, DCF, Microsoft Excel, Valuation, Bloomberg, Private Equity, Corporate Finance, PowerPoint, LBO, Capital Markets, Excel, Equity Research, Equities, Capital IQ, Leveraged Finance, Middle Market, Investment Strategies, Leadership
Education
Emory University - Goizueta Business School 2006 — 2010
Finance
University of New South Wales 2008 — 2008
Finance
Michael Cascone Michael Cascone's SunTrust Robinson Humphrey Experience 1996 - 1999
Job President at Forbes Travel Guide
Industry Leisure, Travel & Tourism
Experience
Forbes Travel Guide April 2011 - Present
Discovery Communications November 2009 - March 2011
HowStuffWorks.com, a Discovery Communications Company June 2006 - October 2009
Homestar Runner 2002 - 2004
MasterKey 1999 - 2001
SunTrust Robinson Humphrey 1996 - 1999
Skills
Social Media, New Media, Digital Strategy, Digital Media, Advertising, Digital Marketing, Strategic Planning, Start-ups, Business Development, Strategic Partnerships, Strategy, Social Media Marketing, Content Strategy, Online Advertising
Education
Emory University - Goizueta Business School 2005 — 2006
MBA
Georgetown University 1992 — 1996
Bachelor of Arts
Forbes Travel Guide April 2011 - Present
Discovery Communications November 2009 - March 2011
HowStuffWorks.com, a Discovery Communications Company June 2006 - October 2009
Homestar Runner 2002 - 2004
MasterKey 1999 - 2001
SunTrust Robinson Humphrey 1996 - 1999
Skills
Social Media, New Media, Digital Strategy, Digital Media, Advertising, Digital Marketing, Strategic Planning, Start-ups, Business Development, Strategic Partnerships, Strategy, Social Media Marketing, Content Strategy, Online Advertising
Education
Emory University - Goizueta Business School 2005 — 2006
MBA
Georgetown University 1992 — 1996
Bachelor of Arts
Winters Richwine, CFA, CPA Winters Richwine, CFA, CPA's SunTrust Robinson Humphrey Experience July 2007 - July 2009
Job Portfolio Manager and Tax Associate at Cornerstone Management, Inc
Industry Financial Services
Experience
Cornerstone Management, Inc November 2013 - Present
The Home Depot September 2012 - November 2013
Raymond James Financial Inc. (formerly Morgan Keegan & Co.) June 2011 - August 2012
Goizueta Business School August 2009 - May 2011
SunTrust Robinson Humphrey July 2007 - July 2009
Deloitte September 2005 - July 2007
Education
Emory University - Goizueta Business School 2009 — 2011
MBA, Capital Markets, Corporate Finance
University of Georgia - Terry College of Business 2004 — 2005
MAcc, Accounting
University of Georgia - Terry College of Business 2000 — 2004
BBA, Finance, Accounting
Cornerstone Management, Inc November 2013 - Present
The Home Depot September 2012 - November 2013
Raymond James Financial Inc. (formerly Morgan Keegan & Co.) June 2011 - August 2012
Goizueta Business School August 2009 - May 2011
SunTrust Robinson Humphrey July 2007 - July 2009
Deloitte September 2005 - July 2007
Education
Emory University - Goizueta Business School 2009 — 2011
MBA, Capital Markets, Corporate Finance
University of Georgia - Terry College of Business 2004 — 2005
MAcc, Accounting
University of Georgia - Terry College of Business 2000 — 2004
BBA, Finance, Accounting
Christina Chavez Christina Chavez's SunTrust Robinson Humphrey Experience June 2008 - July 2008
Job Sr. Finance Manager at Microsoft
Industry Information Technology and Services
Experience
Microsoft September 2014 - Present
NSHMBA June 2013 - Present
Microsoft March 2013 - September 2014
NSHMBA June 2012 - February 2013
Dell September 2011 - February 2013
Dell August 2009 - September 2011
SunTrust Robinson Humphrey June 2008 - July 2008
Bairexport October 2007 - October 2007
SunTrust May 2007 - July 2007
SunTrust Bank May 2006 - July 2006
Skills
Strategic Consulting, Internal Audit, Corporate Finance, Financial Analysis, Strategic Financial..., Financial Modeling, Business Analysis, Strategic Thinking, Leadership, Time Management, Research, Process Improvement, Business Architecture, International Logistics, Partnering, Executive-level..., Social Media, Marketing, Hyperion HFM, Microsoft Office, Microsoft Excel, Spanish, Finance, Banking, Management Consulting, Change Management, Strategy, Analysis
Education
The University of Tennessee at Chattanooga 2004 — 2009
B.S. and B.A., Finance and Economics; Minor in Spanish
Universidad de Buenos Aires / UBA 2007 — 2007
Florida International University 2005 — 2005
Microsoft September 2014 - Present
NSHMBA June 2013 - Present
Microsoft March 2013 - September 2014
NSHMBA June 2012 - February 2013
Dell September 2011 - February 2013
Dell August 2009 - September 2011
SunTrust Robinson Humphrey June 2008 - July 2008
Bairexport October 2007 - October 2007
SunTrust May 2007 - July 2007
SunTrust Bank May 2006 - July 2006
Skills
Strategic Consulting, Internal Audit, Corporate Finance, Financial Analysis, Strategic Financial..., Financial Modeling, Business Analysis, Strategic Thinking, Leadership, Time Management, Research, Process Improvement, Business Architecture, International Logistics, Partnering, Executive-level..., Social Media, Marketing, Hyperion HFM, Microsoft Office, Microsoft Excel, Spanish, Finance, Banking, Management Consulting, Change Management, Strategy, Analysis
Education
The University of Tennessee at Chattanooga 2004 — 2009
B.S. and B.A., Finance and Economics; Minor in Spanish
Universidad de Buenos Aires / UBA 2007 — 2007
Florida International University 2005 — 2005
Bob Marcus Bob Marcus's SunTrust Robinson Humphrey Experience March 1994 - May 2006
Job Managing Director at Credigy
Industry Financial Services
Colleen Latta's SunTrust Robinson Humphrey Experience 1995 - 2004
Job Baking & Catering
Industry Food & Beverages
Experience
SnapCake Baking & Catering March 2011 - Present
SunTrust Robinson Humphrey 1995 - 2004
Skills
Series 7, Capital Markets
Education
Florida State University 1988 — 1991
Madison County High School
SnapCake Baking & Catering March 2011 - Present
SunTrust Robinson Humphrey 1995 - 2004
Skills
Series 7, Capital Markets
Education
Florida State University 1988 — 1991
Madison County High School
Joe Zhang Joe Zhang's SunTrust Robinson Humphrey Experience June 2012 - July 2014
Job Senior Financial Analyst at SafeGuard Products
Industry Financial Services
Experience
Safe-Guard Products August 2015 - Present
Safe-Guard Products August 2014 - August 2015
SunTrust Robinson Humphrey June 2012 - July 2014
Carson Medlin Company, Monroe Securities August 2011 - March 2012
Greenlight Biofuels May 2011 - August 2011
Bank of America Merrill Lynch May 2010 - August 2010
Skills
Financial Modeling, Valuation, Oil & Gas Industry, Financial Analysis, Microsoft Excel, PowerPoint, Mergers & Acquisitions, Debt & Equity Financing
Education
Emory University 2008 — 2012
Bachelor of Business Administration, Finance and Accounting
Safe-Guard Products August 2015 - Present
Safe-Guard Products August 2014 - August 2015
SunTrust Robinson Humphrey June 2012 - July 2014
Carson Medlin Company, Monroe Securities August 2011 - March 2012
Greenlight Biofuels May 2011 - August 2011
Bank of America Merrill Lynch May 2010 - August 2010
Skills
Financial Modeling, Valuation, Oil & Gas Industry, Financial Analysis, Microsoft Excel, PowerPoint, Mergers & Acquisitions, Debt & Equity Financing
Education
Emory University 2008 — 2012
Bachelor of Business Administration, Finance and Accounting
Sydney Krier's SunTrust Robinson Humphrey Experience June 2015 - Present
Job Investment Banking Analyst at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey June 2015 - Present
State Board of Administration of Florida May 2014 - May 2015
Florida State University January 2013 - May 2014
Florida State University November 2011 - January 2013
Skills
Microsoft Excel, Customer Service, Teamwork, Public Speaking, Leadership, Data Analysis, Data Entry, Time Management, Economics, Program Management, Finance, Analysis, Sales, Investments, Portfolio Management, Financial Analysis, Due Diligence, Public Relations, Valuation
Education
Florida State University 2014 — 2015
Master of Science (M.S.), Finance, 4.00
Florida State University 2010 — 2014
Bachelor of Science (B.S.), Applied Economics, Finance, Real Estate
Bishop Kenny High School 2006 — 2010
SunTrust Robinson Humphrey June 2015 - Present
State Board of Administration of Florida May 2014 - May 2015
Florida State University January 2013 - May 2014
Florida State University November 2011 - January 2013
Skills
Microsoft Excel, Customer Service, Teamwork, Public Speaking, Leadership, Data Analysis, Data Entry, Time Management, Economics, Program Management, Finance, Analysis, Sales, Investments, Portfolio Management, Financial Analysis, Due Diligence, Public Relations, Valuation
Education
Florida State University 2014 — 2015
Master of Science (M.S.), Finance, 4.00
Florida State University 2010 — 2014
Bachelor of Science (B.S.), Applied Economics, Finance, Real Estate
Bishop Kenny High School 2006 — 2010
Ankush Mohile Ankush Mohile's SunTrust Robinson Humphrey Experience June 2015 - Present
Job Investment Banking Analyst at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey June 2015 - Present
Duff & Phelps June 2014 - August 2014
Silver Sky Advertising June 2012 - August 2012
Goizueta Business School November 2011 - January 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Research, Project Management, Public Speaking, Data Analysis, Leadership, Finance
Education
Emory University - Goizueta Business School 2013 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Lynbrook Senior High School 2007 — 2011
Diploma with honors
SunTrust Robinson Humphrey June 2015 - Present
Duff & Phelps June 2014 - August 2014
Silver Sky Advertising June 2012 - August 2012
Goizueta Business School November 2011 - January 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Research, Project Management, Public Speaking, Data Analysis, Leadership, Finance
Education
Emory University - Goizueta Business School 2013 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Lynbrook Senior High School 2007 — 2011
Diploma with honors
Robert Finger Robert Finger's SunTrust Robinson Humphrey Experience June 2015 - Present
Job Investment Banking Analyst at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey June 2015 - Present
Goizueta Investment Management Group September 2013 - January 2015
First Manhattan Co. June 2014 - August 2014
Vineyard Vines August 2013 - July 2014
Yost Capital Management July 2013 - July 2013
Merrill Lynch June 2012 - July 2012
Tulcan Investments January 2011 - January 2011
Skills
Market Research, Statistics, Student Affairs, Venture Capital, Wealth Management, Hedge Funds, Private Equity, Financial Analysis, French, Accounting, Private Banking
Education
Emory University - Goizueta Business School 2013 — 2015
Bachelor of Business Administration (BBA), Finance
Emory University 2011 — 2013
Associate of Arts and Sciences (A.A.S.), Finance
The Kinkaid School 2007 — 2011
High School Diploma
SunTrust Robinson Humphrey June 2015 - Present
Goizueta Investment Management Group September 2013 - January 2015
First Manhattan Co. June 2014 - August 2014
Vineyard Vines August 2013 - July 2014
Yost Capital Management July 2013 - July 2013
Merrill Lynch June 2012 - July 2012
Tulcan Investments January 2011 - January 2011
Skills
Market Research, Statistics, Student Affairs, Venture Capital, Wealth Management, Hedge Funds, Private Equity, Financial Analysis, French, Accounting, Private Banking
Education
Emory University - Goizueta Business School 2013 — 2015
Bachelor of Business Administration (BBA), Finance
Emory University 2011 — 2013
Associate of Arts and Sciences (A.A.S.), Finance
The Kinkaid School 2007 — 2011
High School Diploma
Chris Hammond, CAIA Chris Hammond, CAIA's SunTrust Robinson Humphrey Experience April 2011 - May 2012
Job Healthcare Investor at Surveyor Capital / Citadel LLC
Industry Investment Management
Experience
Citadel LLC August 2015 - Present
Goldman Sachs May 2012 - August 2015
SunTrust Robinson Humphrey April 2011 - May 2012
Avondale Partners July 2010 - December 2010
Columbia Management November 2006 - March 2009
Skills
Valuation, Equity Research, Due Diligence, Financial Analysis, Finance, Derivatives, Financial Modeling, Asset Management, Asset Allocation, Equities, Hedge Funds, Forecasting, Bloomberg, Portfolio Management
Education
Emory University 1999 — 2004
Bachelor of Arts, Psychology; Political Science
Harvard University 2008 — 2009
Graduate Coursework, Economics, Finance
Suffolk University - Sawyer School of Management 2009 — 2010
Master of Science, Finance
CFA Institute, CAIA Association
Citadel LLC August 2015 - Present
Goldman Sachs May 2012 - August 2015
SunTrust Robinson Humphrey April 2011 - May 2012
Avondale Partners July 2010 - December 2010
Columbia Management November 2006 - March 2009
Skills
Valuation, Equity Research, Due Diligence, Financial Analysis, Finance, Derivatives, Financial Modeling, Asset Management, Asset Allocation, Equities, Hedge Funds, Forecasting, Bloomberg, Portfolio Management
Education
Emory University 1999 — 2004
Bachelor of Arts, Psychology; Political Science
Harvard University 2008 — 2009
Graduate Coursework, Economics, Finance
Suffolk University - Sawyer School of Management 2009 — 2010
Master of Science, Finance
CFA Institute, CAIA Association
Eric Hong Eric Hong's SunTrust Robinson Humphrey Experience October 2014 - Present
Job Investment Banking Analyst at SunTrust Robinson Humphrey
Industry Financial Services
Experience
U.S. Army Reserve May 2015 - Present
SunTrust Robinson Humphrey October 2014 - Present
Georgia Institute of Technology Army ROTC August 2011 - June 2015
Pearl Meyer & Partners May 2014 - August 2014
Korean Trade-Investment Promotion Agency May 2013 - August 2013
University of Nebraska Medical Center May 2012 - August 2012
LovelySkin.com May 2011 - August 2011
Skills
Leadership, Market Research, Market Analysis, Medical Research, Research, Data Analysis, Economics, Financial Modeling, Analysis, Financial Analysis, Teamwork, PowerPoint
Education
Emory University - Goizueta Business School 2011 — 2015
Bachelor of Business Administration (BBA), Finance and Strategic Management Consulting, Senior
Millard North High School 2007 — 2011
U.S. Army Reserve May 2015 - Present
SunTrust Robinson Humphrey October 2014 - Present
Georgia Institute of Technology Army ROTC August 2011 - June 2015
Pearl Meyer & Partners May 2014 - August 2014
Korean Trade-Investment Promotion Agency May 2013 - August 2013
University of Nebraska Medical Center May 2012 - August 2012
LovelySkin.com May 2011 - August 2011
Skills
Leadership, Market Research, Market Analysis, Medical Research, Research, Data Analysis, Economics, Financial Modeling, Analysis, Financial Analysis, Teamwork, PowerPoint
Education
Emory University - Goizueta Business School 2011 — 2015
Bachelor of Business Administration (BBA), Finance and Strategic Management Consulting, Senior
Millard North High School 2007 — 2011
Will Evans's SunTrust Robinson Humphrey Experience June 2014 - April 2015
Job Investment Banking Analyst at Lazard
Industry Investment Banking
Experience
Lazard May 2015 - Present
SunTrust Robinson Humphrey June 2014 - April 2015
SunTrust Robinson Humphrey May 2013 - July 2013
Skills
Mergers & Acquisitions, Financial Modeling, Corporate Finance, LBO, Leveraged Finance, IPO, SNL, VBA, Capital IQ, FactSet
Education
Goizueta Business School, Emory University 2010 — 2014
BBA, Finance & Accounting, Physics minor
Charlotte Latin School 2006 — 2010
High School
Lazard May 2015 - Present
SunTrust Robinson Humphrey June 2014 - April 2015
SunTrust Robinson Humphrey May 2013 - July 2013
Skills
Mergers & Acquisitions, Financial Modeling, Corporate Finance, LBO, Leveraged Finance, IPO, SNL, VBA, Capital IQ, FactSet
Education
Goizueta Business School, Emory University 2010 — 2014
BBA, Finance & Accounting, Physics minor
Charlotte Latin School 2006 — 2010
High School
Chris Register Chris Register's SunTrust Robinson Humphrey Experience October 2011 - Present
Job MBA Candidate at Georgia Tech Scheller College of Business | Operations | Finance | Strategy | Consulting
Industry Banking
Experience
SunTrust Robinson Humphrey October 2011 - Present
Deutsche Bank August 2009 - September 2011
Deutsche Bank August 2008 - August 2009
Skills
Operations Management, Loans, Financial Analysis, Fixed Income, Banking, Equities, Credit, Investment Banking, Process Improvement, Data Analysis, Structured Finance, ABS, Loan Servicing, Bloomberg, Microsoft Excel, Operational Excellence, Treasury Management, Capital Markets
Education
Georgia Institute of Technology 2013 — 2015
Master of Business Administration (M.B.A.), Finance and Operations
Florida State University - College of Business 2003 — 2008
BS, Marketing, Finance
SunTrust Robinson Humphrey October 2011 - Present
Deutsche Bank August 2009 - September 2011
Deutsche Bank August 2008 - August 2009
Skills
Operations Management, Loans, Financial Analysis, Fixed Income, Banking, Equities, Credit, Investment Banking, Process Improvement, Data Analysis, Structured Finance, ABS, Loan Servicing, Bloomberg, Microsoft Excel, Operational Excellence, Treasury Management, Capital Markets
Education
Georgia Institute of Technology 2013 — 2015
Master of Business Administration (M.B.A.), Finance and Operations
Florida State University - College of Business 2003 — 2008
BS, Marketing, Finance
Bethany Nelson Bethany Nelson's SunTrust Robinson Humphrey Experience June 2012 - July 2014
Job Summer Associate at Kilpatrick Townsend & Stockton LLP
Industry Investment Banking
Experience
Kilpatrick Townsend & Stockton LLP May 2015 - Present
SunTrust Robinson Humphrey June 2012 - July 2014
Credit Suisse June 2011 - August 2011
CDM Smith January 2011 - May 2011
Education
Emory University School of Law 2014 — 2017
Juris Doctor (J.D.)
University of North Carolina at Chapel Hill 2008 — 2012
Kilpatrick Townsend & Stockton LLP May 2015 - Present
SunTrust Robinson Humphrey June 2012 - July 2014
Credit Suisse June 2011 - August 2011
CDM Smith January 2011 - May 2011
Education
Emory University School of Law 2014 — 2017
Juris Doctor (J.D.)
University of North Carolina at Chapel Hill 2008 — 2012
Spencer Brent Spencer Brent's SunTrust Robinson Humphrey Experience June 2010 - Present
Job Regional Bond Sales at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey June 2010 - Present
SunTrust Robinson Humphrey January 2007 - June 2010
SunTrust Robinson Humphrey April 2000 - January 2007
Skills
Fixed Income, Investments, Portfolio Management, Bonds, Capital Markets, Finance, Trading, Sales, Strategy, Investment Banking
Education
Emory University 1995 — 1997
BS, Economics
Ithaca College 1993 — 1995
BS, Economics
SunTrust Robinson Humphrey June 2010 - Present
SunTrust Robinson Humphrey January 2007 - June 2010
SunTrust Robinson Humphrey April 2000 - January 2007
Skills
Fixed Income, Investments, Portfolio Management, Bonds, Capital Markets, Finance, Trading, Sales, Strategy, Investment Banking
Education
Emory University 1995 — 1997
BS, Economics
Ithaca College 1993 — 1995
BS, Economics
Eddi Zyko Jr Eddi Zyko Jr's SunTrust Robinson Humphrey Experience June 2015 - Present
Job Vice President at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey June 2015 - Present
Credit Suisse January 2015 - June 2015
Credit Suisse June 2011 - January 2015
Goizueta Business School August 2009 - June 2011
Credit Suisse June 2010 - August 2010
RWD Technologies January 2008 - July 2009
DeWolff, Boberg, and Associates July 2007 - January 2008
US Army June 2001 - September 2006
Skills
Financial Modeling, Strategic Planning, Process Improvement, Mergers, Management Consulting, Program Management, Change Management, Cross-functional Team..., Project Management, Financial Analysis, Leadership, Risk Management, Team Leadership, Leadership Development, Business Process..., Training, Management, Project Planning, Government, Operations Management, Mergers & Acquisitions, Analysis, Business Strategy, Strategy
Education
Emory University - Goizueta Business School 2009 — 2011
MBA, Finance and Capital Markets
Webster University 2004 — 2006
MA, Management and Leadership
United States Military Academy at West Point 1997 — 2001
BS, Management
The Gunnery 1992 — 1996
High School Diploma
SunTrust Robinson Humphrey June 2015 - Present
Credit Suisse January 2015 - June 2015
Credit Suisse June 2011 - January 2015
Goizueta Business School August 2009 - June 2011
Credit Suisse June 2010 - August 2010
RWD Technologies January 2008 - July 2009
DeWolff, Boberg, and Associates July 2007 - January 2008
US Army June 2001 - September 2006
Skills
Financial Modeling, Strategic Planning, Process Improvement, Mergers, Management Consulting, Program Management, Change Management, Cross-functional Team..., Project Management, Financial Analysis, Leadership, Risk Management, Team Leadership, Leadership Development, Business Process..., Training, Management, Project Planning, Government, Operations Management, Mergers & Acquisitions, Analysis, Business Strategy, Strategy
Education
Emory University - Goizueta Business School 2009 — 2011
MBA, Finance and Capital Markets
Webster University 2004 — 2006
MA, Management and Leadership
United States Military Academy at West Point 1997 — 2001
BS, Management
The Gunnery 1992 — 1996
High School Diploma
Raymond Leong Raymond Leong's SunTrust Robinson Humphrey Experience June 2014 - Present
Job Equity Research at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey June 2014 - Present
Brookwood Associates June 2013 - June 2014
Jordan Edmiston Group June 2012 - August 2012
Irongate Capital Management June 2011 - August 2011
Skills
Investment Banking, Financial Modeling, Valuation, Corporate Finance, LBO, Data Analysis, PowerPoint, Microsoft Office, Bloomberg
Education
Emory University - Goizueta Business School 2009 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance
Stuyvesant High School 2005 — 2009
SunTrust Robinson Humphrey June 2014 - Present
Brookwood Associates June 2013 - June 2014
Jordan Edmiston Group June 2012 - August 2012
Irongate Capital Management June 2011 - August 2011
Skills
Investment Banking, Financial Modeling, Valuation, Corporate Finance, LBO, Data Analysis, PowerPoint, Microsoft Office, Bloomberg
Education
Emory University - Goizueta Business School 2009 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance
Stuyvesant High School 2005 — 2009
Ben Price Ben Price's SunTrust Robinson Humphrey Experience 2010 - Present
Job Director at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey 2010 - Present
River Capital 2009 - 2010
Houlihan Lokey 2006 - 2007
IPAC 2003 - 2006
Education
Emory University - Goizueta Business School 2008 — 2009
MBA, Finance
The University of Georgia 1998 — 2002
BBA, Finance
SunTrust Robinson Humphrey 2010 - Present
River Capital 2009 - 2010
Houlihan Lokey 2006 - 2007
IPAC 2003 - 2006
Education
Emory University - Goizueta Business School 2008 — 2009
MBA, Finance
The University of Georgia 1998 — 2002
BBA, Finance
Matt Devitto Matt Devitto's SunTrust Robinson Humphrey Experience December 2014 - Present
Job Corporate Banking Analyst at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey December 2014 - Present
SunTrust Robinson Humphrey August 2013 - December 2014
SunTrust Bank May 2012 - August 2013
Skills
Microsoft Excel, VBA, SQL
Education
Florida Institute of Technology 2011 — 2013
Bachelor of Science (B.S.), Information Systems
Valencia Community College
Associate of Arts (A.A.), Business Administration
SunTrust Robinson Humphrey December 2014 - Present
SunTrust Robinson Humphrey August 2013 - December 2014
SunTrust Bank May 2012 - August 2013
Skills
Microsoft Excel, VBA, SQL
Education
Florida Institute of Technology 2011 — 2013
Bachelor of Science (B.S.), Information Systems
Valencia Community College
Associate of Arts (A.A.), Business Administration
Caroline Coates Caroline Coates's SunTrust Robinson Humphrey Experience May 2011 - August 2011
Job Business Systems Analyst at Box
Industry Internet
Experience
Box January 2015 - Present
Teach for America July 2012 - July 2014
Emory University August 2009 - May 2012
SunTrust Robinson Humphrey May 2011 - August 2011
Education
Goizueta Business School, Emory University 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Box January 2015 - Present
Teach for America July 2012 - July 2014
Emory University August 2009 - May 2012
SunTrust Robinson Humphrey May 2011 - August 2011
Education
Goizueta Business School, Emory University 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Courtney Campbell's SunTrust Robinson Humphrey Experience June 2006 - April 2012
Job Strategic Finance Officer at SunTrust Bank
Industry Investment Banking
Experience
SunTrust Bank March 2013 - Present
SunTrust Bank April 2012 - March 2013
SunTrust Robinson Humphrey June 2006 - April 2012
Skills
Financial Modeling, Investment Banking, Financial Analysis, Debt, Leveraged Finance
Education
Emory University - Goizueta Business School 2014 — 2016
Master of Business Administration (MBA)
Vanderbilt University 2003 — 2006
Economics, Spanish
University of Virginia 2002 — 2003
SunTrust Bank March 2013 - Present
SunTrust Bank April 2012 - March 2013
SunTrust Robinson Humphrey June 2006 - April 2012
Skills
Financial Modeling, Investment Banking, Financial Analysis, Debt, Leveraged Finance
Education
Emory University - Goizueta Business School 2014 — 2016
Master of Business Administration (MBA)
Vanderbilt University 2003 — 2006
Economics, Spanish
University of Virginia 2002 — 2003
J. Timothy Snavely J. Timothy Snavely's SunTrust Robinson Humphrey Experience 2006 - 2012
Job Portfolio Manager at Crawford Investment Counsel
Industry Capital Markets
Experience
SunTrust Robinson Humphrey 2006 - 2012
SunTrust Robinson Humphrey 1998 - 2006
Skills
Equities, Equity Research, Hedge Funds, Investment Strategies, Portfolio Management, Investments, Capital Markets, Alternative Investments, Financial Markets, Trading, Valuation, Derivatives
Education
Goizueta Business School, Emory University 1993 — 1997
Bachelor of Business Administration (B.B.A.)
St. Mark's School 1989 — 1993
TASIS - Switzerland 1991 — 1992
St. Thomas Choir School 1986 — 1989
SunTrust Robinson Humphrey 2006 - 2012
SunTrust Robinson Humphrey 1998 - 2006
Skills
Equities, Equity Research, Hedge Funds, Investment Strategies, Portfolio Management, Investments, Capital Markets, Alternative Investments, Financial Markets, Trading, Valuation, Derivatives
Education
Goizueta Business School, Emory University 1993 — 1997
Bachelor of Business Administration (B.B.A.)
St. Mark's School 1989 — 1993
TASIS - Switzerland 1991 — 1992
St. Thomas Choir School 1986 — 1989
David Ayres David Ayres's SunTrust Robinson Humphrey Experience 2001 - 2002
Job Consumer Bank Strategy and Planning Executive
Industry Financial Services
Experience
Bank of America 2013 - Present
Bank of America 2011 - 2013
Bank of America 2009 - 2011
Bank of America 2006 - 2009
KPMG Corporate Recovery Services 2004 - 2006
SunTrust Robinson Humphrey 2001 - 2002
Lumen Consulting, LLC 1998 - 2000
SunTrust Bank 1994 - 1998
Skills
Capital Markets, Financial Modeling, Fixed Income, Valuation, Investment Banking, Private Equity, Derivatives, Investment Management, Due Diligence, Corporate Finance, Financial Analysis, Banking, Strategy
Education
Goizueta Business School, Emory University
MBA, Finance
University of Tennessee
BS, Finance, Economics
Bank of America 2013 - Present
Bank of America 2011 - 2013
Bank of America 2009 - 2011
Bank of America 2006 - 2009
KPMG Corporate Recovery Services 2004 - 2006
SunTrust Robinson Humphrey 2001 - 2002
Lumen Consulting, LLC 1998 - 2000
SunTrust Bank 1994 - 1998
Skills
Capital Markets, Financial Modeling, Fixed Income, Valuation, Investment Banking, Private Equity, Derivatives, Investment Management, Due Diligence, Corporate Finance, Financial Analysis, Banking, Strategy
Education
Goizueta Business School, Emory University
MBA, Finance
University of Tennessee
BS, Finance, Economics
Lisako Yamauchi Lisako Yamauchi's SunTrust Robinson Humphrey Experience May 2014 - Present
Job Accountant
Industry Accounting
Experience
SunTrust Robinson Humphrey May 2014 - Present
SunTrust Bank May 2013 - May 2014
ProBank - Tallahassee March 2011 - May 2013
Skills
Microsoft Office, Jack Henry, Customer Service, Teller Operations, Accounting, Financial Reporting, Microsoft Excel, Outlook, Banking, Microsoft Word, PowerPoint, Time Management, Leadership, Finance, Forecasting, General Ledger, Financial Analysis, Account Reconciliation
Education
Florida State University 2006 — 2010
Bachelor of Science (BS), Accounting and Finance
University of Wisconsin-Madison
SunTrust Robinson Humphrey May 2014 - Present
SunTrust Bank May 2013 - May 2014
ProBank - Tallahassee March 2011 - May 2013
Skills
Microsoft Office, Jack Henry, Customer Service, Teller Operations, Accounting, Financial Reporting, Microsoft Excel, Outlook, Banking, Microsoft Word, PowerPoint, Time Management, Leadership, Finance, Forecasting, General Ledger, Financial Analysis, Account Reconciliation
Education
Florida State University 2006 — 2010
Bachelor of Science (BS), Accounting and Finance
University of Wisconsin-Madison
Sarah Fisher Sarah Fisher's SunTrust Robinson Humphrey Experience July 2008 - March 2011
Job Business Manager, Strategy & Operations at Autodesk Consumer & 3D Printing
Industry Computer Software
Experience
Autodesk Consumer & 3D Printing February 2015 - Present
Autodesk Consumer Group (Digital Arts) July 2013 - January 2015
Autodesk June 2012 - August 2012
SunTrust Robinson Humphrey July 2008 - March 2011
SunTrust Robinson Humphrey June 2007 - August 2007
Skills
Marketing Strategy, Project Management, Design Thinking, Process Improvement, Business Analytics, Mobile Advertising, Advertising Sales, Mobile Applications, Business Strategy, Pricing, Strategy, Financial Modeling, Strategic Planning, Product Development, Capital Markets, Competitive Analysis, Investments, Start-ups, Finance, Product Management, Change Management
Education
Haas School of Business, UC Berkeley 2011 — 2013
Emory University - Goizueta Business School 2004 — 2008
Finance, Portuguese
Autodesk Consumer & 3D Printing February 2015 - Present
Autodesk Consumer Group (Digital Arts) July 2013 - January 2015
Autodesk June 2012 - August 2012
SunTrust Robinson Humphrey July 2008 - March 2011
SunTrust Robinson Humphrey June 2007 - August 2007
Skills
Marketing Strategy, Project Management, Design Thinking, Process Improvement, Business Analytics, Mobile Advertising, Advertising Sales, Mobile Applications, Business Strategy, Pricing, Strategy, Financial Modeling, Strategic Planning, Product Development, Capital Markets, Competitive Analysis, Investments, Start-ups, Finance, Product Management, Change Management
Education
Haas School of Business, UC Berkeley 2011 — 2013
Emory University - Goizueta Business School 2004 — 2008
Finance, Portuguese
Benjamin Wells Benjamin Wells's SunTrust Robinson Humphrey Experience May 2014 - Present
Job Investment Banking Associate Healthcare at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey May 2014 - Present
Goizueta Business School August 2012 - May 2014
Stevens & Brand, LLP May 2009 - July 2012
Skills
Bankruptcy, Creditors' Rights, Legal Research, Legal Writing, Commercial Litigation, Courts, Corporate Law, Litigation, Mergers, Corporate Finance, Private Equity
Education
Goizueta Business School, Emory University 2012 — 2014
MBA, Finance, General, First Year
Emory University School of Law 2006 — 2009
JD, Law
SunTrust Robinson Humphrey May 2014 - Present
Goizueta Business School August 2012 - May 2014
Stevens & Brand, LLP May 2009 - July 2012
Skills
Bankruptcy, Creditors' Rights, Legal Research, Legal Writing, Commercial Litigation, Courts, Corporate Law, Litigation, Mergers, Corporate Finance, Private Equity
Education
Goizueta Business School, Emory University 2012 — 2014
MBA, Finance, General, First Year
Emory University School of Law 2006 — 2009
JD, Law
Zenna (King) Wadawu's SunTrust Robinson Humphrey Experience August 2005 - December 2007
Job Senior Manager Merchandising Transformation at The Home Depot
Industry Financial Services
Experience
The Home Depot June 2014 - Present
The Home Depot November 2012 - June 2014
The Home Depot June 2010 - October 2012
The Home Depot February 2008 - June 2010
SunTrust Robinson Humphrey August 2005 - December 2007
AT&T August 2004 - August 2005
Proctor and Gamble May 2003 - August 2003
PricewaterhouseCoopers January 2003 - May 2003
Skills
Risk Management, Financial Analysis, Modeling, Financial Modeling, Process Improvement, Project Management, Project Portfolio..., Strategic Communications, Executive-level..., PMO, Change Management, Banking, Portfolio Management, Finance, Access, Data Analysis, Budgets, Management, Leadership, Business Development, Business Process, Six Sigma, Business Process..., Internal Controls, Due Diligence, Contract Negotiation, Strategy, Forecasting
Education
Florida Agricultural and Mechanical University 1998 — 2004
MBA, Business
Florida Agricultural and Mechanical University 1998 — 2004
Master of Business Administration (M.B.A.), Finance
The Home Depot June 2014 - Present
The Home Depot November 2012 - June 2014
The Home Depot June 2010 - October 2012
The Home Depot February 2008 - June 2010
SunTrust Robinson Humphrey August 2005 - December 2007
AT&T August 2004 - August 2005
Proctor and Gamble May 2003 - August 2003
PricewaterhouseCoopers January 2003 - May 2003
Skills
Risk Management, Financial Analysis, Modeling, Financial Modeling, Process Improvement, Project Management, Project Portfolio..., Strategic Communications, Executive-level..., PMO, Change Management, Banking, Portfolio Management, Finance, Access, Data Analysis, Budgets, Management, Leadership, Business Development, Business Process, Six Sigma, Business Process..., Internal Controls, Due Diligence, Contract Negotiation, Strategy, Forecasting
Education
Florida Agricultural and Mechanical University 1998 — 2004
MBA, Business
Florida Agricultural and Mechanical University 1998 — 2004
Master of Business Administration (M.B.A.), Finance
Eric Saxon Jr.'s SunTrust Robinson Humphrey Experience April 2014 - Present
Job Vice President, SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey April 2014 - Present
SunTrust Robinson Humphrey May 2008 - April 2014
SunTrust Robinson Humphrey May 2003 - May 2008
Morgan Stanley February 1999 - June 2001
Skills
Private Equity, Investment Banking, Mergers & Acquisitions, Debt & Equity Financing, Leveraged Finance, Leveraged Lending, Due Diligence, Financial Analysis, Financial Modeling, Equities, Equity Research, Credit Negotiations, Credit Risk, Credit Analysis, Financial Advisory, Financial Sponsors, Real Estate Private..., Investment Management, Alternative Investments, Capital Markets, Corporate Finance, Valuation, LBO
Education
Emory University - Goizueta Business School
Master of Business Administration (M.B.A.), Finance, Strategy
Morehouse College
Bachelor’s Degree, Finance and Economics (Minor)
SunTrust Robinson Humphrey April 2014 - Present
SunTrust Robinson Humphrey May 2008 - April 2014
SunTrust Robinson Humphrey May 2003 - May 2008
Morgan Stanley February 1999 - June 2001
Skills
Private Equity, Investment Banking, Mergers & Acquisitions, Debt & Equity Financing, Leveraged Finance, Leveraged Lending, Due Diligence, Financial Analysis, Financial Modeling, Equities, Equity Research, Credit Negotiations, Credit Risk, Credit Analysis, Financial Advisory, Financial Sponsors, Real Estate Private..., Investment Management, Alternative Investments, Capital Markets, Corporate Finance, Valuation, LBO
Education
Emory University - Goizueta Business School
Master of Business Administration (M.B.A.), Finance, Strategy
Morehouse College
Bachelor’s Degree, Finance and Economics (Minor)
Hunter Morhous's SunTrust Robinson Humphrey Experience July 2013 - Present
Job Associate at SunTrust Robinson Humphrey
Industry Capital Markets
Experience
SunTrust Robinson Humphrey July 2013 - Present
Frontier Consulting Solutions August 2007 - May 2012
PNC January 2012 - April 2012
Fannie Mae May 2009 - November 2011
CapitalSource September 2008 - February 2009
GMAC ResCap May 2008 - September 2008
Actualize Consulting June 2005 - September 2007
Fannie Mae June 2005 - September 2007
Freddie Mac November 2003 - June 2005
Skills
Essbase, Access, Microsoft Excel, Business Objects, SQL, Oracle, PowerPoint, Microstrategy, Microsoft Word, Financial Analysis, Capital Markets, Financial Modeling, Risk Management, Financial Reporting, Process Improvement, Leadership, Business Analysis, Portfolio Management, Program Management, SDLC
Education
Emory University - Goizueta Business School 2012 — 2013
Master of Business Administration (MBA), Finance
Washington and Lee University 1999 — 2003
BS, Accounting
Woodberry Forest School 1997 — 1999
SunTrust Robinson Humphrey July 2013 - Present
Frontier Consulting Solutions August 2007 - May 2012
PNC January 2012 - April 2012
Fannie Mae May 2009 - November 2011
CapitalSource September 2008 - February 2009
GMAC ResCap May 2008 - September 2008
Actualize Consulting June 2005 - September 2007
Fannie Mae June 2005 - September 2007
Freddie Mac November 2003 - June 2005
Skills
Essbase, Access, Microsoft Excel, Business Objects, SQL, Oracle, PowerPoint, Microstrategy, Microsoft Word, Financial Analysis, Capital Markets, Financial Modeling, Risk Management, Financial Reporting, Process Improvement, Leadership, Business Analysis, Portfolio Management, Program Management, SDLC
Education
Emory University - Goizueta Business School 2012 — 2013
Master of Business Administration (MBA), Finance
Washington and Lee University 1999 — 2003
BS, Accounting
Woodberry Forest School 1997 — 1999
Justin Helsby's SunTrust Robinson Humphrey Experience July 2013 - Present
Job Associate at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey July 2013 - Present
Greenberg Traurig, LLP October 2011 - July 2013
Syzygy Memory Plastics August 2009 - July 2011
Morris, Manning & Martin, LLP May 2008 - June 2008
Morris, Manning & Martin, LLP May 2007 - August 2007
Spraggins Builder Services September 2003 - June 2005
Skills
Corporate Law, Due Diligence, Finance, Financial Modeling, Management, Mergers, Strategy, Business Development, Corporate Finance, Financial Analysis, Mergers
Education
Emory University - Goizueta Business School 2005 — 2009
MBA, Strategy and Corporate Finance
Emory University School of Law 2005 — 2009
JD/MBA, Corporate Transactional Law
Vanderbilt University 1999 — 2003
B.A, Economics and Communication Studies
SunTrust Robinson Humphrey July 2013 - Present
Greenberg Traurig, LLP October 2011 - July 2013
Syzygy Memory Plastics August 2009 - July 2011
Morris, Manning & Martin, LLP May 2008 - June 2008
Morris, Manning & Martin, LLP May 2007 - August 2007
Spraggins Builder Services September 2003 - June 2005
Skills
Corporate Law, Due Diligence, Finance, Financial Modeling, Management, Mergers, Strategy, Business Development, Corporate Finance, Financial Analysis, Mergers
Education
Emory University - Goizueta Business School 2005 — 2009
MBA, Strategy and Corporate Finance
Emory University School of Law 2005 — 2009
JD/MBA, Corporate Transactional Law
Vanderbilt University 1999 — 2003
B.A, Economics and Communication Studies
Brice Willis's SunTrust Robinson Humphrey Experience 2006 - 2009
Job Vice President, Capital Markets at Stonemont Financial Group, LLC
Industry Real Estate
Experience
Stonemont Financial Group, LLC July 2013 - Present
SunTrust Bank 2010 - July 2013
SunTrust Bank 2009 - 2010
SunTrust Robinson Humphrey 2006 - 2009
Delta Air Lines 2002 - 2006
Softcard Systems, Inc. 2000 - 2001
United States Senator Paul Coverdell 1997 - 1999
Skills
Financial Modeling, Investments, Asset Managment, Valuation, Portfolio Management, Financial Analysis, Capital Markets, Investment Banking, Due Diligence, Real Estate, Loans, Private Equity, Credit Analysis, Underwriting, Corporate Finance, Credit, Real Estate Economics, Banking, Risk Management, Financial Structuring, Commercial Lending, Asset Management
Education
Emory University - Goizueta Business School 2005 — 2006
MBA
University of Virginia 1993 — 1997
BA, English Language and Literature, General
Stonemont Financial Group, LLC July 2013 - Present
SunTrust Bank 2010 - July 2013
SunTrust Bank 2009 - 2010
SunTrust Robinson Humphrey 2006 - 2009
Delta Air Lines 2002 - 2006
Softcard Systems, Inc. 2000 - 2001
United States Senator Paul Coverdell 1997 - 1999
Skills
Financial Modeling, Investments, Asset Managment, Valuation, Portfolio Management, Financial Analysis, Capital Markets, Investment Banking, Due Diligence, Real Estate, Loans, Private Equity, Credit Analysis, Underwriting, Corporate Finance, Credit, Real Estate Economics, Banking, Risk Management, Financial Structuring, Commercial Lending, Asset Management
Education
Emory University - Goizueta Business School 2005 — 2006
MBA
University of Virginia 1993 — 1997
BA, English Language and Literature, General
Rodes Bazzel's SunTrust Robinson Humphrey Experience July 2003 - May 2006
Job Merchant at The Home Depot
Industry Retail
Experience
The Home Depot September 2012 - Present
The Home Depot March 2011 - September 2012
The Home Depot August 2009 - April 2011
KSA Capital Advisors June 2007 - August 2009
SunTrust Robinson Humphrey July 2003 - May 2006
Skills
Forecasting, Competitive Analysis, Merchandising, Pricing Strategy, Retail
Education
Emory University - Goizueta Business School 2006 — 2007
MBA, Finance
Washington and Lee University 1999 — 2003
B.S., Business Administration
The Home Depot September 2012 - Present
The Home Depot March 2011 - September 2012
The Home Depot August 2009 - April 2011
KSA Capital Advisors June 2007 - August 2009
SunTrust Robinson Humphrey July 2003 - May 2006
Skills
Forecasting, Competitive Analysis, Merchandising, Pricing Strategy, Retail
Education
Emory University - Goizueta Business School 2006 — 2007
MBA, Finance
Washington and Lee University 1999 — 2003
B.S., Business Administration
Andrew Goldberg's SunTrust Robinson Humphrey Experience February 2014 - Present
Job Healthcare Investment Banking
Industry Financial Services
Experience
SunTrust Robinson Humphrey February 2014 - Present
SunTrust Robinson Humphrey June 2010 - February 2014
SunTrust Robinson Humphrey June 2009 - August 2009
NYSE Euronext July 2007 - July 2008
NYSE Euronext July 2006 - July 2007
Sturza's Institutional Research April 2005 - April 2006
Burson Marsteller 2002 - April 2005
Skills
Mergers, Corporate Finance, Investment Banking, Valuation, Financial Modeling, Financial Analysis, Capital Markets, Healthcare, Series 7, Due Diligence, Business Strategy, New Business Development, Economics, Banking, Market Research, Competitive Analysis, Business Analysis, Strategy, Equities, Analysis, Corporate Development, LBO, Leveraged Finance, Finance, M&A experience, IPO, Business Valuation
Education
Emory University - Goizueta Business School 2008 — 2010
MBA, Accounting and Finance
University of Delaware 1997 — 2001
BS, Economics
The Sanford School 1990 — 1997
SunTrust Robinson Humphrey February 2014 - Present
SunTrust Robinson Humphrey June 2010 - February 2014
SunTrust Robinson Humphrey June 2009 - August 2009
NYSE Euronext July 2007 - July 2008
NYSE Euronext July 2006 - July 2007
Sturza's Institutional Research April 2005 - April 2006
Burson Marsteller 2002 - April 2005
Skills
Mergers, Corporate Finance, Investment Banking, Valuation, Financial Modeling, Financial Analysis, Capital Markets, Healthcare, Series 7, Due Diligence, Business Strategy, New Business Development, Economics, Banking, Market Research, Competitive Analysis, Business Analysis, Strategy, Equities, Analysis, Corporate Development, LBO, Leveraged Finance, Finance, M&A experience, IPO, Business Valuation
Education
Emory University - Goizueta Business School 2008 — 2010
MBA, Accounting and Finance
University of Delaware 1997 — 2001
BS, Economics
The Sanford School 1990 — 1997
Keith Maldin's SunTrust Robinson Humphrey Experience January 2012 - June 2014
Job VP, Corporate Planning and Development at Sage Group North America
Industry Computer Software
Experience
Sage Group North America July 2014 - Present
SunTrust Robinson Humphrey January 2012 - June 2014
Bank of America Merrill Lynch September 2007 - December 2011
ORIX Finance - Leveraged Finance January 2007 - August 2007
Prometheus Partners August 2003 - December 2006
Banc of America Securities July 2000 - June 2003
Skills
Private Equity, Valuation, Financial Modeling, LBO, Investment Banking, Due Diligence, Mergers & Acquisitions, Mergers, Capital Markets, Leveraged Finance, Corporate Finance, Hedge Funds, Capital Raising, M&A experience, Equities, Financial Structuring, Equity Research, Corporate Development, Strategic Planning, SaaS, Financial Analysis, Finance, Venture Capital
Education
Emory University 1995 — 1999
BBA, Finance
Sage Group North America July 2014 - Present
SunTrust Robinson Humphrey January 2012 - June 2014
Bank of America Merrill Lynch September 2007 - December 2011
ORIX Finance - Leveraged Finance January 2007 - August 2007
Prometheus Partners August 2003 - December 2006
Banc of America Securities July 2000 - June 2003
Skills
Private Equity, Valuation, Financial Modeling, LBO, Investment Banking, Due Diligence, Mergers & Acquisitions, Mergers, Capital Markets, Leveraged Finance, Corporate Finance, Hedge Funds, Capital Raising, M&A experience, Equities, Financial Structuring, Equity Research, Corporate Development, Strategic Planning, SaaS, Financial Analysis, Finance, Venture Capital
Education
Emory University 1995 — 1999
BBA, Finance
Sarah Soni's SunTrust Robinson Humphrey Experience 2003 - 2006
Job Senior Analyst at Achievement Asset Management
Industry Financial Services
Experience
Achievement Asset Management October 2014 - Present
d'screte August 2013 - Present
PEAK6 Investments LP August 2012 - October 2014
Balyasny Asset Management L.P. April 2011 - August 2012
Stelliam Investment Management 2008 - April 2011
Merrill Lynch 2006 - 2008
SunTrust Robinson Humphrey 2003 - 2006
Spunlogic 2003 - 2003
Showtime Networks May 2002 - August 2002
Skills
Bloomberg, Financial Modeling, Equities, Hedge Funds, Market Research, Equity Research, Investments, Capital Markets, Alternative Investments, Equity Valuation, Asset Management
Education
Emory University 1999 — 2003
BBA, Economics & Marketing
Achievement Asset Management October 2014 - Present
d'screte August 2013 - Present
PEAK6 Investments LP August 2012 - October 2014
Balyasny Asset Management L.P. April 2011 - August 2012
Stelliam Investment Management 2008 - April 2011
Merrill Lynch 2006 - 2008
SunTrust Robinson Humphrey 2003 - 2006
Spunlogic 2003 - 2003
Showtime Networks May 2002 - August 2002
Skills
Bloomberg, Financial Modeling, Equities, Hedge Funds, Market Research, Equity Research, Investments, Capital Markets, Alternative Investments, Equity Valuation, Asset Management
Education
Emory University 1999 — 2003
BBA, Economics & Marketing
Matt Ksiazek's SunTrust Robinson Humphrey Experience May 2014 - Present
Job Vice President, Transportation & Logistics Investment Banking at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey May 2014 - Present
Brookwood Associates January 2011 - May 2014
BMO Capital Markets July 2008 - January 2011
BMO Capital Markets May 2007 - August 2007
P&M Corporate Finance August 2003 - August 2006
Standard & Poor's August 2002 - August 2003
Skills
Investment Banking, Financial Modeling, Banking, Valuation, Management Consulting, Financial Forecasting
Education
Emory University - Goizueta Business School 2006 — 2008
MBA
Miami University 1998 — 2002
BS, Finance and Accounting
SunTrust Robinson Humphrey May 2014 - Present
Brookwood Associates January 2011 - May 2014
BMO Capital Markets July 2008 - January 2011
BMO Capital Markets May 2007 - August 2007
P&M Corporate Finance August 2003 - August 2006
Standard & Poor's August 2002 - August 2003
Skills
Investment Banking, Financial Modeling, Banking, Valuation, Management Consulting, Financial Forecasting
Education
Emory University - Goizueta Business School 2006 — 2008
MBA
Miami University 1998 — 2002
BS, Finance and Accounting
Louis Oliver's SunTrust Robinson Humphrey Experience July 2011 - Present
Job Associate at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey July 2011 - Present
Brookwood Associates 2006 - July 2009
Ernst & Young LLP August 2004 - August 2006
Education
Emory University - Goizueta Business School 2009 — 2011
MBA, Finance
Wake Forest University 2003 — 2004
Master of Science, Accountancy
Wake Forest University 1999 — 2003
Bachelor of Science, Analytical Finance
Montgomery Bell Academy 1993 — 1999
SunTrust Robinson Humphrey July 2011 - Present
Brookwood Associates 2006 - July 2009
Ernst & Young LLP August 2004 - August 2006
Education
Emory University - Goizueta Business School 2009 — 2011
MBA, Finance
Wake Forest University 2003 — 2004
Master of Science, Accountancy
Wake Forest University 1999 — 2003
Bachelor of Science, Analytical Finance
Montgomery Bell Academy 1993 — 1999
Chris Fellows, CFA's SunTrust Robinson Humphrey Experience July 2013 - Present
Job Associate at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey July 2013 - Present
SunTrust Bank November 2010 - April 2012
Regions Bank August 2009 - October 2010
SunTrust Banks, Inc. July 2006 - August 2009
Skills
Underwriting, Credit Analysis, Leveraged Finance
Education
Emory University - Goizueta Business School 2012 — 2013
Master of Business Administration (MBA), Finance & Strategy
University of Georgia - Terry College of Business 2002 — 2006
BBA, Real Estate
The Westminster Schools 1999 — 2002
Atlanta, GA
SunTrust Robinson Humphrey July 2013 - Present
SunTrust Bank November 2010 - April 2012
Regions Bank August 2009 - October 2010
SunTrust Banks, Inc. July 2006 - August 2009
Skills
Underwriting, Credit Analysis, Leveraged Finance
Education
Emory University - Goizueta Business School 2012 — 2013
Master of Business Administration (MBA), Finance & Strategy
University of Georgia - Terry College of Business 2002 — 2006
BBA, Real Estate
The Westminster Schools 1999 — 2002
Atlanta, GA
BJ Green's SunTrust Robinson Humphrey Experience 2007 - 2008
Job SunTrust Robinson Humphrey, Inc.
Industry Banking
Experience
SunTrust April 2007 - Present
Suntrust Robinson Humphrey 2007 - 2008
Bank of America Securities 2002 - 2007
Banc of America Securities 2001 - 2006
Bank of America 2001 - 2006
Wachovia 1992 - 1997
Education
Emory University - Goizueta Business School 1997 — 1999
MBA, Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1988 — 1992
SunTrust April 2007 - Present
Suntrust Robinson Humphrey 2007 - 2008
Bank of America Securities 2002 - 2007
Banc of America Securities 2001 - 2006
Bank of America 2001 - 2006
Wachovia 1992 - 1997
Education
Emory University - Goizueta Business School 1997 — 1999
MBA, Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1988 — 1992
Iyanna Holmes's SunTrust Robinson Humphrey Experience 2004 - 2009
Job Manager, Research Financial Controls at Howard University
Industry Investment Banking
Experience
Howard University January 2011 - Present
Kiva.org April 2010 - October 2010
SunTrust Robinson Humphrey 2004 - 2009
Florida State Board of Administration August 2003 - December 2003
Citigroup 2003 - 2003
Education
Florida Agricultural and Mechanical University 2001 — 2003
MBA, Finance
Semester at Sea 2002 — 2002
Florida Agricultural and Mechanical University 1998 — 2001
BA, Business Administration
West Orange High School
Howard University January 2011 - Present
Kiva.org April 2010 - October 2010
SunTrust Robinson Humphrey 2004 - 2009
Florida State Board of Administration August 2003 - December 2003
Citigroup 2003 - 2003
Education
Florida Agricultural and Mechanical University 2001 — 2003
MBA, Finance
Semester at Sea 2002 — 2002
Florida Agricultural and Mechanical University 1998 — 2001
BA, Business Administration
West Orange High School
Chris Jefferson's SunTrust Robinson Humphrey Experience 1997 - 1998
Job Managing Partner, Portfolio Manager & Investment Analyst at Celestial Advisors, LLC
Industry Investment Management
Experience
Celestial Advisors, LLC 2008 - Present
Merrill Lynch 2004 - 2008
UBS Securities 2003 - 2004
Goldman Sachs June 1999 - October 2002
SunTrust Robinson Humphrey 1997 - 1998
Wachovia Securities 1995 - 1997
Skills
Investment Banking, Financial Modeling, Mergers, Due Diligence, Hedge Funds, Equity Research, Equity Valuation, Equity Trading, Mergers & Acquisitions, Equities, Investments
Education
The University of Chicago - Booth School of Business 1998 — 2000
MBA, Analytic Finance and Entrepreneurship
Emory University - Goizueta Business School 1992 — 1994
BBA, Accounting and Finance
Celestial Advisors, LLC 2008 - Present
Merrill Lynch 2004 - 2008
UBS Securities 2003 - 2004
Goldman Sachs June 1999 - October 2002
SunTrust Robinson Humphrey 1997 - 1998
Wachovia Securities 1995 - 1997
Skills
Investment Banking, Financial Modeling, Mergers, Due Diligence, Hedge Funds, Equity Research, Equity Valuation, Equity Trading, Mergers & Acquisitions, Equities, Investments
Education
The University of Chicago - Booth School of Business 1998 — 2000
MBA, Analytic Finance and Entrepreneurship
Emory University - Goizueta Business School 1992 — 1994
BBA, Accounting and Finance
Todd Kalen's SunTrust Robinson Humphrey Experience July 2004 - March 2012
Job Director of Treasury at Kids II
Industry Consumer Goods
Experience
Kids II July 2015 - Present
The Coca-Cola Company May 2015 - July 2015
The Coca-Cola Company January 2014 - April 2015
Angel Oak Capital Partners April 2012 - August 2013
SunTrust Robinson Humphrey July 2004 - March 2012
ORIX Capital Markets, LLC November 2003 - May 2004
Skills
Capital Markets, Bloomberg, Valuation, Hedge Funds, Private Equity, Fixed Income, Investments, Asset Management, Financial Modeling, Investment Banking, Derivatives, Corporate Finance, Trading, Hedging, Financial Analysis, Treasury, Finance, Currency, FX Trading
Education
Emory University - Goizueta Business School 2008 — 2012
MBA
University of Georgia - Terry College of Business 1999 — 2003
BBA, Finance
Kids II July 2015 - Present
The Coca-Cola Company May 2015 - July 2015
The Coca-Cola Company January 2014 - April 2015
Angel Oak Capital Partners April 2012 - August 2013
SunTrust Robinson Humphrey July 2004 - March 2012
ORIX Capital Markets, LLC November 2003 - May 2004
Skills
Capital Markets, Bloomberg, Valuation, Hedge Funds, Private Equity, Fixed Income, Investments, Asset Management, Financial Modeling, Investment Banking, Derivatives, Corporate Finance, Trading, Hedging, Financial Analysis, Treasury, Finance, Currency, FX Trading
Education
Emory University - Goizueta Business School 2008 — 2012
MBA
University of Georgia - Terry College of Business 1999 — 2003
BBA, Finance
Mark Hallock's SunTrust Robinson Humphrey Experience November 2008 - December 2013
Job Lead Linux Engineer at SunTrust
Industry Information Technology and Services
Experience
SunTrust January 2014 - Present
SunTrust Robinson Humphrey November 2008 - December 2013
Cox Communications October 2006 - November 2008
Electronic Data Systems May 2001 - October 2006
Skills
HP-UX, Unix, Disaster Recovery, VMware, Servers, Solaris, Oracle, SDLC, Data Center
Education
Florida State University
Bachelor of Science, Mechanical Engineering
SunTrust January 2014 - Present
SunTrust Robinson Humphrey November 2008 - December 2013
Cox Communications October 2006 - November 2008
Electronic Data Systems May 2001 - October 2006
Skills
HP-UX, Unix, Disaster Recovery, VMware, Servers, Solaris, Oracle, SDLC, Data Center
Education
Florida State University
Bachelor of Science, Mechanical Engineering
Paul Coloma's SunTrust Robinson Humphrey Experience March 2014 - Present
Job Vice President at SunTrust Robinson Humphrey, Inc.
Industry Financial Services
Experience
SunTrust Robinson Humphrey March 2014 - Present
SunTrust Robinson Humphrey July 2010 - March 2014
Education
Emory University - Goizueta Business School 2006 — 2010
JD/MBA, Finance, Transactional Law
Emory University School of Law 2006 — 2010
JD
Xavier University - Williams College of Business 2002 — 2006
BSBA, BS, International Business, French
SunTrust Robinson Humphrey March 2014 - Present
SunTrust Robinson Humphrey July 2010 - March 2014
Education
Emory University - Goizueta Business School 2006 — 2010
JD/MBA, Finance, Transactional Law
Emory University School of Law 2006 — 2010
JD
Xavier University - Williams College of Business 2002 — 2006
BSBA, BS, International Business, French
Ken Millar, CFA, CAIA's SunTrust Robinson Humphrey Experience May 2011 - Present
Job Managing Director at SunTrust Robinson Humphrey
Industry Venture Capital & Private Equity
Experience
SunTrust Robinson Humphrey May 2011 - Present
GenSpring Family Offices April 2007 - May 2011
SunTrust Equity Partners February 2002 - April 2007
The Robinson Humphrey Company, Inc. January 1994 - February 2002
GE Capital June 1983 - December 1993
Skills
Private Equity, Management, Mutual Funds, Investment Banking, Corporate Finance, Valuation, Venture Capital, Alternative Investments, Due Diligence, Hedge Funds, Business Strategy, Capital, Banking, Structured Finance, Equities, Investments, Mergers & Acquisitions, Financial Modeling, Finance, Asset Management
Education
Emory University - Goizueta Business School 1985 — 1986
MBA
University of Virginia 1974 — 1978
BA ECON
SunTrust Robinson Humphrey May 2011 - Present
GenSpring Family Offices April 2007 - May 2011
SunTrust Equity Partners February 2002 - April 2007
The Robinson Humphrey Company, Inc. January 1994 - February 2002
GE Capital June 1983 - December 1993
Skills
Private Equity, Management, Mutual Funds, Investment Banking, Corporate Finance, Valuation, Venture Capital, Alternative Investments, Due Diligence, Hedge Funds, Business Strategy, Capital, Banking, Structured Finance, Equities, Investments, Mergers & Acquisitions, Financial Modeling, Finance, Asset Management
Education
Emory University - Goizueta Business School 1985 — 1986
MBA
University of Virginia 1974 — 1978
BA ECON
Eric Ricky Quick's SunTrust Robinson Humphrey Experience October 2011 - Present
Job Director Suntrust Capital Markets
Industry Investment Banking
Experience
SunTrust Robinson Humphrey October 2011 - Present
RQW Automotive Services LLC / Express Oil and Service Franchisee April 2014 - Present
FTN Financial January 1998 - October 2011
Education
Florida State University 1989 — 1994
Florida State University - College of Business 1989 — 1994
SunTrust Robinson Humphrey October 2011 - Present
RQW Automotive Services LLC / Express Oil and Service Franchisee April 2014 - Present
FTN Financial January 1998 - October 2011
Education
Florida State University 1989 — 1994
Florida State University - College of Business 1989 — 1994
Shaurja Ray's SunTrust Robinson Humphrey Experience May 2006 - August 2006
Job Helius Holdings CoFounder, Entrepreneur, and Franchise Developer
Industry Venture Capital & Private Equity
Experience
Helius Holdings Inc. March 2014 - Present
J.P. Morgan March 2011 - February 2014
Neuberger Berman July 2010 - February 2011
Wells Fargo Securities June 2009 - June 2010
Wachovia Securities June 2007 - June 2009
SunTrust Robinson Humphrey May 2006 - August 2006
Skills
Financial Modeling, Equity Valuation, M&A experience, Bloomberg, Financial Statement..., Investments, Financial Analysis, Due Diligence, Value Investing, Capital Structure, Entrepreneurship, Fundraising, Startup Development, Real Estate Development, Construction Management, Small Business
Education
Emory University 2004 — 2007
B.A., Double Major in Economics & Mathematics
Helius Holdings Inc. March 2014 - Present
J.P. Morgan March 2011 - February 2014
Neuberger Berman July 2010 - February 2011
Wells Fargo Securities June 2009 - June 2010
Wachovia Securities June 2007 - June 2009
SunTrust Robinson Humphrey May 2006 - August 2006
Skills
Financial Modeling, Equity Valuation, M&A experience, Bloomberg, Financial Statement..., Investments, Financial Analysis, Due Diligence, Value Investing, Capital Structure, Entrepreneurship, Fundraising, Startup Development, Real Estate Development, Construction Management, Small Business
Education
Emory University 2004 — 2007
B.A., Double Major in Economics & Mathematics
Stephen Scouten, CFA's SunTrust Robinson Humphrey Experience June 2010 - May 2011
Job Associate Director, Sandler O'Neill
Industry Banking
Experience
Sandler O'Neill & Partners, L.P. May 2014 - Present
KBW May 2011 - May 2014
SunTrust Robinson Humphrey June 2010 - May 2011
First Option Mortgage June 2006 - May 2011
First Option Mortgage June 2006 - May 2011
Emory University December 2008 - May 2010
Amerisave Mortgage Corporation 2002 - 2003
Skills
Banking, Finance, Investments, Financial Analysis, Underwriting, Portfolio Management, Business Development, Loan Origination, Credit, Loans, Financial Modeling, Strategic Planning, CFA Level III candidate, Analysis, Capital Markets, Investment Banking, Mergers, Mortgage Lending, Valuation, Kidspiration, Mergers & Acquisitions
Education
Emory University - Goizueta Business School 2008 — 2010
MBA, Finance
University of Virginia 1998 — 2002
BS, Finance
Sandler O'Neill & Partners, L.P. May 2014 - Present
KBW May 2011 - May 2014
SunTrust Robinson Humphrey June 2010 - May 2011
First Option Mortgage June 2006 - May 2011
First Option Mortgage June 2006 - May 2011
Emory University December 2008 - May 2010
Amerisave Mortgage Corporation 2002 - 2003
Skills
Banking, Finance, Investments, Financial Analysis, Underwriting, Portfolio Management, Business Development, Loan Origination, Credit, Loans, Financial Modeling, Strategic Planning, CFA Level III candidate, Analysis, Capital Markets, Investment Banking, Mergers, Mortgage Lending, Valuation, Kidspiration, Mergers & Acquisitions
Education
Emory University - Goizueta Business School 2008 — 2010
MBA, Finance
University of Virginia 1998 — 2002
BS, Finance
Brian Geraghty's SunTrust Robinson Humphrey Experience October 2006 - June 2010
Job Sr. Director, Sales
Industry Management Consulting
Experience
CoreTrust June 2010 - Present
SunTrust Robinson Humphrey October 2006 - June 2010
Skills
Sales, Sales & Marketing..., Financial Modeling, Portfolio Management, Data Analysis, Private Equity, Equities, Financial Analysis, Customer Service, Customer Relations, Equity Research, New Business Development, Strategic Financial..., Microsoft Excel, Bloomberg, Business Strategy, Credit, Negotiation, Marketing Strategy, Microsoft Office, Salesforce.com, Series 7, Account Management, Budgeting, Business Analysis, Credit Analysis, Equity Capital Markets, Excel, Financial Markets, Financial Reporting, Financial Planning, Go-to-market Strategy, Market Research, PowerPoint, Word, Research, Retail, Outlook, Series 63, Sales Operations, Sales Process, Sales Presentations, Writing, Procurement, Private Equity..., Private Equity..., Strategy, Sales Management, Management, Leadership
Education
Fairfield University 1998 — 2002
Bachelor of Arts (B.A.), Finance
CoreTrust June 2010 - Present
SunTrust Robinson Humphrey October 2006 - June 2010
Skills
Sales, Sales & Marketing..., Financial Modeling, Portfolio Management, Data Analysis, Private Equity, Equities, Financial Analysis, Customer Service, Customer Relations, Equity Research, New Business Development, Strategic Financial..., Microsoft Excel, Bloomberg, Business Strategy, Credit, Negotiation, Marketing Strategy, Microsoft Office, Salesforce.com, Series 7, Account Management, Budgeting, Business Analysis, Credit Analysis, Equity Capital Markets, Excel, Financial Markets, Financial Reporting, Financial Planning, Go-to-market Strategy, Market Research, PowerPoint, Word, Research, Retail, Outlook, Series 63, Sales Operations, Sales Process, Sales Presentations, Writing, Procurement, Private Equity..., Private Equity..., Strategy, Sales Management, Management, Leadership
Education
Fairfield University 1998 — 2002
Bachelor of Arts (B.A.), Finance
Gabe Bonfield's SunTrust Robinson Humphrey Experience July 2003 - June 2011
Job Assistant Treasurer at Equifax
Industry Financial Services
Experience
Equifax June 2011 - Present
SunTrust Robinson Humphrey July 2003 - June 2011
Education
Emory University - Goizueta Business School 2010 — 2012
MBA
University of Alabama
BS, Finance
Equifax June 2011 - Present
SunTrust Robinson Humphrey July 2003 - June 2011
Education
Emory University - Goizueta Business School 2010 — 2012
MBA
University of Alabama
BS, Finance
Desiree Grant's SunTrust Robinson Humphrey Experience 2001 - 2001
Job Financial Institution Risk Management Examiner at FDIC
Industry Banking
Experience
FDIC 2009 - Present
Wachovia Corporation 2003 - 2008
ASSET & PROFIT MANAGEMENT GROUP, LLC 2001 - 2003
SunTrust Robinson Humphrey 2001 - 2001
World Trade Center Atlanta 2000 - 2000
AMERICAN EMBASSY Paris, France 1997 - 1999
Skills
Analysis, Forecasting, Risk Management, Financial Analysis, Budgets, Due Diligence, Accounting, Financial Reporting, Banking, Cross-functional Team...
Education
Université Blaise Pascal (Clermont-II) - Clermont-Ferrand 1998 — 2001
Masters, International Trade
Missouri State University 1993 — 1998
Dual B.S., Finance and International Management
Emory University - Goizueta Business School
FDIC 2009 - Present
Wachovia Corporation 2003 - 2008
ASSET & PROFIT MANAGEMENT GROUP, LLC 2001 - 2003
SunTrust Robinson Humphrey 2001 - 2001
World Trade Center Atlanta 2000 - 2000
AMERICAN EMBASSY Paris, France 1997 - 1999
Skills
Analysis, Forecasting, Risk Management, Financial Analysis, Budgets, Due Diligence, Accounting, Financial Reporting, Banking, Cross-functional Team...
Education
Université Blaise Pascal (Clermont-II) - Clermont-Ferrand 1998 — 2001
Masters, International Trade
Missouri State University 1993 — 1998
Dual B.S., Finance and International Management
Emory University - Goizueta Business School
Ying McPherson's SunTrust Robinson Humphrey Experience January 2007 - February 2008
Job Food Service Packaging Finance Manager at RockTenn Company
Industry Investment Banking
Experience
Rock-Tenn Company July 2011 - Present
CHILDS Advisory Partners February 2008 - July 2011
SunTrust Robinson Humphrey January 2007 - February 2008
PricewaterhouseCoopers June 2004 - January 2007
GlassRatner Advisory & Capital Group 2003 - 2003
Skills
Corporate Finance, Financial Modeling, Valuation, Private Equity, Mergers, Financial Analysis, Investment Banking
Education
Emory University - Goizueta Business School 2002 — 2004
BBA, Accounting & Finance
Speakeasy
Rock-Tenn Company July 2011 - Present
CHILDS Advisory Partners February 2008 - July 2011
SunTrust Robinson Humphrey January 2007 - February 2008
PricewaterhouseCoopers June 2004 - January 2007
GlassRatner Advisory & Capital Group 2003 - 2003
Skills
Corporate Finance, Financial Modeling, Valuation, Private Equity, Mergers, Financial Analysis, Investment Banking
Education
Emory University - Goizueta Business School 2002 — 2004
BBA, Accounting & Finance
Speakeasy
Jeffrey Kern's SunTrust Robinson Humphrey Experience June 2008 - July 2008
Job Vice President at BlackRock, MBA Candidate at NYU | Stern School of Business
Industry Investment Management
Experience
BlackRock September 2009 - Present
Out for Undergraduate Business Conference June 2010 - October 2012
SunTrust Robinson Humphrey June 2008 - July 2008
WildChina June 2007 - July 2007
JM Romo June 2006 - July 2006
Skills
Investment Management, Data Analysis, Financial Services, Economics, Analytics, Business Strategy, Product Marketing, Bloomberg, Marketing Strategy, Hedge Funds, Alternative Investments, Competitive Analysis, Marketing Communications, Internal Communications, Sales Operations, Sales Process, Written & Oral..., Presentation Development, Microsoft Office, Messaging, Employee Training, Diversity Champion, SharePoint, Conference Design, International Business, International Project..., Thought Leadership, Fundraising, Non-profit Leadership
Education
New York University - Leonard N. Stern School of Business 2015 — 2018
Master of Business Administration (MBA)
Emory University - Goizueta Business School 2005 — 2009
Bachelor of Business Administration (BBA), Finance, Spanish, Mandarin
The Branson School 2001 — 2005
BlackRock September 2009 - Present
Out for Undergraduate Business Conference June 2010 - October 2012
SunTrust Robinson Humphrey June 2008 - July 2008
WildChina June 2007 - July 2007
JM Romo June 2006 - July 2006
Skills
Investment Management, Data Analysis, Financial Services, Economics, Analytics, Business Strategy, Product Marketing, Bloomberg, Marketing Strategy, Hedge Funds, Alternative Investments, Competitive Analysis, Marketing Communications, Internal Communications, Sales Operations, Sales Process, Written & Oral..., Presentation Development, Microsoft Office, Messaging, Employee Training, Diversity Champion, SharePoint, Conference Design, International Business, International Project..., Thought Leadership, Fundraising, Non-profit Leadership
Education
New York University - Leonard N. Stern School of Business 2015 — 2018
Master of Business Administration (MBA)
Emory University - Goizueta Business School 2005 — 2009
Bachelor of Business Administration (BBA), Finance, Spanish, Mandarin
The Branson School 2001 — 2005
Thomas Spann Jr's SunTrust Robinson Humphrey Experience May 2007 - January 2009
Job General Manager / Product Owner North American (SMB) Credit Card Processing Division
Industry Information Technology and Services
Experience
NCR Corporation January 2012 - Present
Radiant Systems Inc. January 2009 - January 2012
SunTrust Robinson Humphrey May 2007 - January 2009
Cushman & Wakefield May 2006 - August 2006
BBVA Compass May 2005 - August 2005
Skills
Executive Management, Business Development, Strategic Planning, Process Improvement, Leadership, Management, Strategy, Product Management, Account Management, Competitive Analysis, Business Analysis, Business Process..., Corporate Finance, Cross-functional Team..., Financial Reporting, Financial Analysis, Financial Modeling, Forecasting
Education
Emory University - Goizueta Business School 2015 — 2017
Master of Business Administration (MBA), Finance
Morehouse College 2003 — 2007
BA, Finance, Real Estate
NCR Corporation January 2012 - Present
Radiant Systems Inc. January 2009 - January 2012
SunTrust Robinson Humphrey May 2007 - January 2009
Cushman & Wakefield May 2006 - August 2006
BBVA Compass May 2005 - August 2005
Skills
Executive Management, Business Development, Strategic Planning, Process Improvement, Leadership, Management, Strategy, Product Management, Account Management, Competitive Analysis, Business Analysis, Business Process..., Corporate Finance, Cross-functional Team..., Financial Reporting, Financial Analysis, Financial Modeling, Forecasting
Education
Emory University - Goizueta Business School 2015 — 2017
Master of Business Administration (MBA), Finance
Morehouse College 2003 — 2007
BA, Finance, Real Estate
Mark Kallis, CFA's SunTrust Robinson Humphrey Experience 1997 - 2008
Job Senior Consultant at FiduciaryVest, LLC
Industry Investment Management
Experience
FiduciaryVest, LLC August 2015 - Present
Seix Investment Advisors LLC January 2008 - August 2014
SunTrust Robinson Humphrey 1997 - 2008
SunTrust Capital Markets 1996 - 1997
Skills
Fixed Income, Mutual Funds, Asset Allocation, Series 7, Hedge Funds, Trading, Bloomberg, Series 63, Bonds, Wealth Management, Institutional..., Investment Advisory, Derivatives, Securities
Education
Emory University - Goizueta Business School
Master of Business Administration (MBA)
Kenyon College 1990 — 1994
B.A., Econonomics / German
Andover 1986 — 1990
FiduciaryVest, LLC August 2015 - Present
Seix Investment Advisors LLC January 2008 - August 2014
SunTrust Robinson Humphrey 1997 - 2008
SunTrust Capital Markets 1996 - 1997
Skills
Fixed Income, Mutual Funds, Asset Allocation, Series 7, Hedge Funds, Trading, Bloomberg, Series 63, Bonds, Wealth Management, Institutional..., Investment Advisory, Derivatives, Securities
Education
Emory University - Goizueta Business School
Master of Business Administration (MBA)
Kenyon College 1990 — 1994
B.A., Econonomics / German
Andover 1986 — 1990
Eddy Piedra's SunTrust Robinson Humphrey Experience July 1996 - January 2008
Job VP Leveraged Loans at 40|86 Advisors
Industry Investment Management
Experience
4086 Advisors February 2008 - Present
SunTrust Robinson Humphrey July 1996 - January 2008
SunTrust Robinson Humphrey Capital Markets 1996 - 2008
SunTrust Robinson Humphrey Capital Markets 1996 - 2008
SunTrust Bank 1996 - 2008
Skills
Securitization, Structured Products, Trading, Investments, Asset Management, Alternative Investments, Leveraged Finance, Portfolio Management, Structured Finance, Bonds, Capital Markets, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Loans, Valuation
Education
Emory University - Goizueta Business School 2000 — 2003
MBA
Florida International University 1992 — 1996
BA, Liberal Studies
Florida International University - College of Business 1992 — 1996
BBA, Finance
4086 Advisors February 2008 - Present
SunTrust Robinson Humphrey July 1996 - January 2008
SunTrust Robinson Humphrey Capital Markets 1996 - 2008
SunTrust Robinson Humphrey Capital Markets 1996 - 2008
SunTrust Bank 1996 - 2008
Skills
Securitization, Structured Products, Trading, Investments, Asset Management, Alternative Investments, Leveraged Finance, Portfolio Management, Structured Finance, Bonds, Capital Markets, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Loans, Valuation
Education
Emory University - Goizueta Business School 2000 — 2003
MBA
Florida International University 1992 — 1996
BA, Liberal Studies
Florida International University - College of Business 1992 — 1996
BBA, Finance
Madeleine Houser's SunTrust Robinson Humphrey Experience July 2014 - Present
Job Associate at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey July 2014 - Present
Fannie Mae August 2008 - May 2012
Education
Goizueta Business School, Emory University 2012 — 2014
Master of Business Administration (MBA)
University of Virginia 2004 — 2008
McIntire School of Commerce, Finance, Marketing
The Westminster Schools 1997 — 2004
SunTrust Robinson Humphrey July 2014 - Present
Fannie Mae August 2008 - May 2012
Education
Goizueta Business School, Emory University 2012 — 2014
Master of Business Administration (MBA)
University of Virginia 2004 — 2008
McIntire School of Commerce, Finance, Marketing
The Westminster Schools 1997 — 2004
Barry Branch, Jr.'s SunTrust Robinson Humphrey Experience April 2006 - September 2008
Job Self Employed Commercial Real Estate Professional
Industry Commercial Real Estate
Experience
MetLife Real Estate Investments November 2010 - April 2014
Quadrant Real Estate Advisors October 2009 - December 2009
SunTrust Robinson Humphrey April 2006 - September 2008
New York Life Investment Management December 1997 - April 2006
Wachovia Bank June 1994 - December 1997
Duke Realty Corporation (formerly Weeks Corporation) May 1993 - May 1994
Education
Emory University - Goizueta Business School 1992 — 1994
MBA, Finance
Georgia Institute of Technology 1989 — 1991
Masters of Architecture program
Vanderbilt University 1983 — 1987
BA, History
MetLife Real Estate Investments November 2010 - April 2014
Quadrant Real Estate Advisors October 2009 - December 2009
SunTrust Robinson Humphrey April 2006 - September 2008
New York Life Investment Management December 1997 - April 2006
Wachovia Bank June 1994 - December 1997
Duke Realty Corporation (formerly Weeks Corporation) May 1993 - May 1994
Education
Emory University - Goizueta Business School 1992 — 1994
MBA, Finance
Georgia Institute of Technology 1989 — 1991
Masters of Architecture program
Vanderbilt University 1983 — 1987
BA, History
Roger Shreero's SunTrust Robinson Humphrey Experience 1994 - 1998
Job Managing Partner at Parallel Capital
Industry Capital Markets
Experience
Imperial Black January 2013 - Present
Parallel Capital April 2012 - Present
Wachovia Securities January 2001 - August 2011
Wells Fargo Securities 2001 - August 2011
Carter & Associates, LLC 1998 - 2001
SunTrust Robinson Humphrey 1994 - 1998
Skills
1031 Exchanges, Leases, Asset, Tenant, Dispositions, Landlord, Real Estate, Income Properties, Corporate Real Estate, Purchase, Asset Management, Investment Properties, Disposition, Real Estate Economics, Asset Managment, CMBS, Structured Finance, Securitization, Real Estate Development, Commercial Mortgages, Credit, Commercial Real Estate, Acquisitions, Landlords, Capital Markets, Real Estate Financing, Corporate Finance, Mezzanine, Private Equity, Entrepreneurship, Finance, Real Estate Transactions, Property Management, Strategic Negotiations, Due Diligence, Financial Structuring, Commercial Banking, Investments, Portfolio Management, Asset Based Lending, Funding, Brokerage, Loan Origination
Education
Georgia State University - J. Mack Robinson College of Business 1999 — 2001
MSc, Finance
Florida State University - College of Business 1990 — 1994
BS, Finance
Largo High School
Largo High School
Imperial Black January 2013 - Present
Parallel Capital April 2012 - Present
Wachovia Securities January 2001 - August 2011
Wells Fargo Securities 2001 - August 2011
Carter & Associates, LLC 1998 - 2001
SunTrust Robinson Humphrey 1994 - 1998
Skills
1031 Exchanges, Leases, Asset, Tenant, Dispositions, Landlord, Real Estate, Income Properties, Corporate Real Estate, Purchase, Asset Management, Investment Properties, Disposition, Real Estate Economics, Asset Managment, CMBS, Structured Finance, Securitization, Real Estate Development, Commercial Mortgages, Credit, Commercial Real Estate, Acquisitions, Landlords, Capital Markets, Real Estate Financing, Corporate Finance, Mezzanine, Private Equity, Entrepreneurship, Finance, Real Estate Transactions, Property Management, Strategic Negotiations, Due Diligence, Financial Structuring, Commercial Banking, Investments, Portfolio Management, Asset Based Lending, Funding, Brokerage, Loan Origination
Education
Georgia State University - J. Mack Robinson College of Business 1999 — 2001
MSc, Finance
Florida State University - College of Business 1990 — 1994
BS, Finance
Largo High School
Largo High School
Omar F. Zaman's SunTrust Robinson Humphrey Experience March 2006 - May 2013
Job Executive Director at SMBC Nikko Securities America, Inc.
Industry Investment Banking
Experience
SMBC Nikko Securities America, Inc. December 2013 - Present
SunTrust Robinson Humphrey March 2006 - May 2013
Merrill Lynch March 2004 - March 2006
Bank of America June 2000 - March 2004
Skills
Capital Markets, Derivatives, Financial Modeling, Corporate Finance, FX, Investment Banking, Fixed Income, FX Options
Education
Emory University 1996 — 2000
BBA, Economics
SMBC Nikko Securities America, Inc. December 2013 - Present
SunTrust Robinson Humphrey March 2006 - May 2013
Merrill Lynch March 2004 - March 2006
Bank of America June 2000 - March 2004
Skills
Capital Markets, Derivatives, Financial Modeling, Corporate Finance, FX, Investment Banking, Fixed Income, FX Options
Education
Emory University 1996 — 2000
BBA, Economics
Andrew Cardamone's SunTrust Robinson Humphrey Experience February 2010 - September 2013
Job UBS
Industry Investment Banking
Experience
UBS September 2013 - Present
SunTrust Robinson Humphrey February 2010 - September 2013
Barclays Capital October 2005 - January 2009
Banc of America Securities July 2000 - October 2005
Skills
Fixed Income, Investments, Bonds, Bloomberg, Corporate Finance, Capital Markets
Education
Wake Forest University School of Business 1998 — 2000
MBA, Finance
Syracuse University 1989 — 1993
Bachelor of Arts, Economics
Emory University
UBS September 2013 - Present
SunTrust Robinson Humphrey February 2010 - September 2013
Barclays Capital October 2005 - January 2009
Banc of America Securities July 2000 - October 2005
Skills
Fixed Income, Investments, Bonds, Bloomberg, Corporate Finance, Capital Markets
Education
Wake Forest University School of Business 1998 — 2000
MBA, Finance
Syracuse University 1989 — 1993
Bachelor of Arts, Economics
Emory University
David Kass's SunTrust Robinson Humphrey Experience February 1994 - May 2009
Job Investment Consultant at Scottrade
Industry Capital Markets
Experience
Scottrade January 2012 - Present
Jackson Securities, LLC February 2010 - May 2011
FSC Securities Corporation October 2009 - January 2010
SunTrust Robinson Humphrey February 1994 - May 2009
Enterprise Capital Management November 1992 - February 1994
Banc of America Securities / C & S Securities June 1990 - November 1992
Charles Schwab September 1989 - June 1990
MONY Securities / FSC Securities March 1986 - September 1989
Skills
Trading System, Equities, Trading, Equity Trading, Electronic Trading, Fixed Income, Series 7, Securities, Bloomberg, FINRA, Investments, Series 63, Series 24, Traders, Asset Allocation, Mutual Funds, Options, Financial Services, Hedge Funds, Asset Managment, Financial Markets, Portfolio Management, Bonds, Trading Strategies, Trading Systems, Proprietary Trading, Investment Banking, Alternative Investments, Equity Research, FX Options, ETFs, Structured Products, Derivatives, Capital Markets, Valuation, Hedging, Equity Derivatives, Market Making, Finance, Investment Advisory, Investment Strategies, Asset Management, Wealth Management, Investment Management, Commodity, Prime Brokerage, Technical Analysis, Private Equity, FX trading, Institutional...
Education
Florida State University 1981 — 1985
BS, Economics
Scottrade January 2012 - Present
Jackson Securities, LLC February 2010 - May 2011
FSC Securities Corporation October 2009 - January 2010
SunTrust Robinson Humphrey February 1994 - May 2009
Enterprise Capital Management November 1992 - February 1994
Banc of America Securities / C & S Securities June 1990 - November 1992
Charles Schwab September 1989 - June 1990
MONY Securities / FSC Securities March 1986 - September 1989
Skills
Trading System, Equities, Trading, Equity Trading, Electronic Trading, Fixed Income, Series 7, Securities, Bloomberg, FINRA, Investments, Series 63, Series 24, Traders, Asset Allocation, Mutual Funds, Options, Financial Services, Hedge Funds, Asset Managment, Financial Markets, Portfolio Management, Bonds, Trading Strategies, Trading Systems, Proprietary Trading, Investment Banking, Alternative Investments, Equity Research, FX Options, ETFs, Structured Products, Derivatives, Capital Markets, Valuation, Hedging, Equity Derivatives, Market Making, Finance, Investment Advisory, Investment Strategies, Asset Management, Wealth Management, Investment Management, Commodity, Prime Brokerage, Technical Analysis, Private Equity, FX trading, Institutional...
Education
Florida State University 1981 — 1985
BS, Economics
Justin Wilde's SunTrust Robinson Humphrey Experience June 1999 - Present
Job Managing Director Head of Structured Real Estate at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey June 1999 - Present
Skills
Valuation, Capital Markets, Investment Banking, Private Equity, Financial Structuring, Financial Modeling, Leveraged Finance, Mergers, Structured Finance, Banking
Education
Emory University - Goizueta Business School 1998 — 1999
MBA
Texas A&M University 1990 — 1994
BBA, Finance & Accounting
SunTrust Robinson Humphrey June 1999 - Present
Skills
Valuation, Capital Markets, Investment Banking, Private Equity, Financial Structuring, Financial Modeling, Leveraged Finance, Mergers, Structured Finance, Banking
Education
Emory University - Goizueta Business School 1998 — 1999
MBA
Texas A&M University 1990 — 1994
BBA, Finance & Accounting
Charles Hoffman's SunTrust Robinson Humphrey Experience July 2012 - September 2014
Job Investment Banking Associate
Industry Banking
Experience
Credit Suisse September 2014 - Present
SunTrust Robinson Humphrey July 2012 - September 2014
Wells Fargo February 2011 - July 2012
Cooper Lighting January 2010 - March 2011
Cooper Lighting September 2006 - December 2009
Cooper Power Systems February 2004 - September 2006
Cooper Tools August 2002 - February 2004
Cooper B-Line July 2001 - August 2002
Skills
Manufacturing, Six Sigma, Financial Modeling, Risk Management, Quality Assurance, Energy, Cross-functional Team..., Competitive Analysis, Business Strategy, Process Improvement, Forecasting, Strategy, Financial Analysis, Strategic Planning, Business Development, Project Management, Business Process..., Mergers & Acquisitions, Product Management, Pricing, Negotiation, Analysis, Management, Budgets, Due Diligence
Education
Emory University - Goizueta Business School 2007 — 2010
M.B.A., Finance
Michigan State University 1997 — 2001
B.S., Mechanical Engineering
Credit Suisse September 2014 - Present
SunTrust Robinson Humphrey July 2012 - September 2014
Wells Fargo February 2011 - July 2012
Cooper Lighting January 2010 - March 2011
Cooper Lighting September 2006 - December 2009
Cooper Power Systems February 2004 - September 2006
Cooper Tools August 2002 - February 2004
Cooper B-Line July 2001 - August 2002
Skills
Manufacturing, Six Sigma, Financial Modeling, Risk Management, Quality Assurance, Energy, Cross-functional Team..., Competitive Analysis, Business Strategy, Process Improvement, Forecasting, Strategy, Financial Analysis, Strategic Planning, Business Development, Project Management, Business Process..., Mergers & Acquisitions, Product Management, Pricing, Negotiation, Analysis, Management, Budgets, Due Diligence
Education
Emory University - Goizueta Business School 2007 — 2010
M.B.A., Finance
Michigan State University 1997 — 2001
B.S., Mechanical Engineering
Evan Dryland, CFA's SunTrust Robinson Humphrey Experience June 2011 - June 2013
Job Associate at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan July 2015 - Present
J.P. Morgan June 2014 - August 2014
SunTrust Robinson Humphrey June 2011 - June 2013
SunTrust Robinson Humphrey February 2008 - June 2011
SunTrust Robinson Humphrey June 2007 - August 2007
Rothschild June 2006 - August 2006
Skills
Valuation, Financial Modeling, Investment Banking, Capital Markets, Bloomberg, Corporate Finance, Private Equity, Business Valuation, Portfolio Management, Equities, Financial Analysis, Hedge Funds, Finance, LBO, DCF, Equity Research, Equity Capital Markets
Education
NYU Stern School of Business 2013 — 2015
Master of Business Administration (MBA), Financial Instruments and Markets, Corporate Finance
Emory University - Goizueta Business School 2004 — 2008
BBA, Finance, Economics
J.P. Morgan July 2015 - Present
J.P. Morgan June 2014 - August 2014
SunTrust Robinson Humphrey June 2011 - June 2013
SunTrust Robinson Humphrey February 2008 - June 2011
SunTrust Robinson Humphrey June 2007 - August 2007
Rothschild June 2006 - August 2006
Skills
Valuation, Financial Modeling, Investment Banking, Capital Markets, Bloomberg, Corporate Finance, Private Equity, Business Valuation, Portfolio Management, Equities, Financial Analysis, Hedge Funds, Finance, LBO, DCF, Equity Research, Equity Capital Markets
Education
NYU Stern School of Business 2013 — 2015
Master of Business Administration (MBA), Financial Instruments and Markets, Corporate Finance
Emory University - Goizueta Business School 2004 — 2008
BBA, Finance, Economics
Caroline Dillon's SunTrust Robinson Humphrey Experience August 1995 - Present
Job Director Equity Sales Trading at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey August 1995 - Present
Skills
Investments, Trading, Equities, Series 63, Fixed Income, Selling, Portfolio Management, Bloomberg, Series 7, Hedge Funds, Capital Markets, Securities
Education
Florida Southern College 1989 — 1993
SunTrust Robinson Humphrey August 1995 - Present
Skills
Investments, Trading, Equities, Series 63, Fixed Income, Selling, Portfolio Management, Bloomberg, Series 7, Hedge Funds, Capital Markets, Securities
Education
Florida Southern College 1989 — 1993
Shelly Waters's SunTrust Robinson Humphrey Experience June 2010 - Present
Job Vice President at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey June 2010 - Present
KPMG October 2004 - May 2009
Education
Emory University - Goizueta Business School 2009 — 2010
MBA
University of Georgia - Terry College of Business 2003 — 2004
MAcc
University of Georgia - Terry College of Business 1998 — 2004
BBA, Accounting
SunTrust Robinson Humphrey June 2010 - Present
KPMG October 2004 - May 2009
Education
Emory University - Goizueta Business School 2009 — 2010
MBA
University of Georgia - Terry College of Business 2003 — 2004
MAcc
University of Georgia - Terry College of Business 1998 — 2004
BBA, Accounting
C. Ryan Stewart's SunTrust Robinson Humphrey Experience July 2003 - May 2007
Job Transaction Financial Advisory * Bankruptcy Financial Advisory * Business Valuation * ESOP Advisory
Industry Financial Services
Experience
Willamette Management Associates May 2007 - Present
SunTrust Robinson Humphrey July 2003 - May 2007
Education
Florida Agricultural and Mechanical University 1996 — 2002
MBA, Finance, Business Administration
Willamette Management Associates May 2007 - Present
SunTrust Robinson Humphrey July 2003 - May 2007
Education
Florida Agricultural and Mechanical University 1996 — 2002
MBA, Finance, Business Administration
Gregory Irons's SunTrust Robinson Humphrey Experience June 2011 - June 2014
Job Associate Private Equity at Harbert Management Corporation
Industry Investment Banking
Experience
Harbert Management Corporation July 2014 - Present
SunTrust Robinson Humphrey June 2011 - June 2014
Skills
Valuation, Investment Banking, Corporate Finance, Financial Modeling, Bloomberg, Capital Markets, LBO, Private Equity
Education
Emory University 2007 — 2011
BBA, Finance
Emory University - Goizueta Business School 2007 — 2011
BBA, Finance
Harbert Management Corporation July 2014 - Present
SunTrust Robinson Humphrey June 2011 - June 2014
Skills
Valuation, Investment Banking, Corporate Finance, Financial Modeling, Bloomberg, Capital Markets, LBO, Private Equity
Education
Emory University 2007 — 2011
BBA, Finance
Emory University - Goizueta Business School 2007 — 2011
BBA, Finance
Taylor Howerton's SunTrust Robinson Humphrey Experience January 2002 - October 2014
Job Ports and Logistics Industry Manager at SunTrust Bank
Industry Financial Services
Experience
SunTrust Bank October 2014 - Present
SunTrust Robinson Humphrey January 2002 - October 2014
SunTrust Robinson Humphrey November 1997 - December 2001
First Union Capital Markets January 1997 - November 1997
Skills
Series 7, Series 63, Investment Banking, Derivatives, Tax-exempt Finance, Financial Modeling, Fixed Income, Economics, Financial Analysis, Capital Markets, Portfolio Management, Banking, Credit Analysis, Credit, Risk Management, Finance
Education
Florida State University
BS, Biology
SunTrust Bank October 2014 - Present
SunTrust Robinson Humphrey January 2002 - October 2014
SunTrust Robinson Humphrey November 1997 - December 2001
First Union Capital Markets January 1997 - November 1997
Skills
Series 7, Series 63, Investment Banking, Derivatives, Tax-exempt Finance, Financial Modeling, Fixed Income, Economics, Financial Analysis, Capital Markets, Portfolio Management, Banking, Credit Analysis, Credit, Risk Management, Finance
Education
Florida State University
BS, Biology
Tim Kim's SunTrust Robinson Humphrey Experience July 2013 - July 2014
Job Associate at Comvest Partners
Industry Financial Services
Experience
Comvest Partners July 2014 - Present
SunTrust Robinson Humphrey July 2013 - July 2014
Opus Partners June 2012 - August 2012
Education
Emory University - Goizueta Business School 2009 — 2013
Bachelor of Business Administration (BBA), Finance/Economics Double Major
Seoul International School 2006 — 2009
Glenbrook South High School 2005 — 2006
Comvest Partners July 2014 - Present
SunTrust Robinson Humphrey July 2013 - July 2014
Opus Partners June 2012 - August 2012
Education
Emory University - Goizueta Business School 2009 — 2013
Bachelor of Business Administration (BBA), Finance/Economics Double Major
Seoul International School 2006 — 2009
Glenbrook South High School 2005 — 2006
Danielle Rounick's SunTrust Robinson Humphrey Experience August 2010 - February 2012
Job Investor Relations Associate at GoldPoint Partners LLC
Industry Investment Banking
Experience
GoldPoint Partners LLC June 2014 - Present
Gerson Lehrman Group February 2012 - June 2014
SunTrust Robinson Humphrey August 2010 - February 2012
SunTrust Robinson Humphrey July 2008 - August 2010
Wachovia Securities, LLC June 2007 - August 2007
Wachovia Securities, LLC June 2006 - August 2006
Education
Emory University - Goizueta Business School 2004 — 2008
BBA, Finance, Organization & Management
GoldPoint Partners LLC June 2014 - Present
Gerson Lehrman Group February 2012 - June 2014
SunTrust Robinson Humphrey August 2010 - February 2012
SunTrust Robinson Humphrey July 2008 - August 2010
Wachovia Securities, LLC June 2007 - August 2007
Wachovia Securities, LLC June 2006 - August 2006
Education
Emory University - Goizueta Business School 2004 — 2008
BBA, Finance, Organization & Management
Thomas Hancock's SunTrust Robinson Humphrey Experience May 2010 - February 2012
Job Senior Vice President, Analytics and Modeling at Global Lending Services LLC
Industry Financial Services
Experience
Global Lending Services LLC August 2014 - Present
Global Lending Services LLC March 2014 - August 2014
Global Lending Services LLC March 2012 - March 2014
SunTrust Robinson Humphrey May 2010 - February 2012
US Premium Finance June 2009 - May 2010
Skills
Financial Analysis, Valuation, Financial Services, Financial Modeling, Equity Research, Mergers & Acquisitions, Financial Reporting, Financial Planning, DCF, Equity Valuation, Business Valuation, T-SQL, Python, Microsoft SQL Server, C++, VBA
Education
Goizueta Business School, Emory University 2005 — 2009
Bachelor of Business Administration (BBA), Accounting and Finance
Global Lending Services LLC August 2014 - Present
Global Lending Services LLC March 2014 - August 2014
Global Lending Services LLC March 2012 - March 2014
SunTrust Robinson Humphrey May 2010 - February 2012
US Premium Finance June 2009 - May 2010
Skills
Financial Analysis, Valuation, Financial Services, Financial Modeling, Equity Research, Mergers & Acquisitions, Financial Reporting, Financial Planning, DCF, Equity Valuation, Business Valuation, T-SQL, Python, Microsoft SQL Server, C++, VBA
Education
Goizueta Business School, Emory University 2005 — 2009
Bachelor of Business Administration (BBA), Accounting and Finance
Molly O'Neill's SunTrust Robinson Humphrey Experience June 2008 - August 2011
Job Vice President Fundraising and Investor Relations
Industry Venture Capital & Private Equity
Experience
The Riverside Company July 2011 - Present
SunTrust Robinson Humphrey June 2008 - August 2011
Education
Emory University 2004 — 2008
BBA, Finance
The Riverside Company July 2011 - Present
SunTrust Robinson Humphrey June 2008 - August 2011
Education
Emory University 2004 — 2008
BBA, Finance
Matthew Brom's SunTrust Robinson Humphrey Experience March 2014 - Present
Job Vice President, Aerospace Defense & Government Services, SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey March 2014 - Present
SunTrust Robinson Humphrey June 2010 - March 2014
Skills
Valuation, Capital Markets, Financial Modeling, Credit Analysis, Financial Analysis, Corporate Finance, Due Diligence, Mergers, Credit, Investment Banking, Business Strategy, LBO, Leveraged Finance
Education
Emory University - Goizueta Business School 2008 — 2010
MBA, Finance
University of Florida 2000 — 2004
BSBA, Finance
SunTrust Robinson Humphrey March 2014 - Present
SunTrust Robinson Humphrey June 2010 - March 2014
Skills
Valuation, Capital Markets, Financial Modeling, Credit Analysis, Financial Analysis, Corporate Finance, Due Diligence, Mergers, Credit, Investment Banking, Business Strategy, LBO, Leveraged Finance
Education
Emory University - Goizueta Business School 2008 — 2010
MBA, Finance
University of Florida 2000 — 2004
BSBA, Finance
Elizabeth Walker's SunTrust Robinson Humphrey Experience June 2005 - April 2007
Job Merchant at The Home Depot
Industry Retail
Experience
The Home Depot February 2014 - Present
The Home Depot August 2012 - February 2014
The Home Depot July 2010 - July 2012
RBC Capital Markets July 2008 - June 2010
SunTrust Robinson Humphrey June 2005 - April 2007
SunTrust Robinson Humphrey July 2003 - June 2005
Education
Emory University - Goizueta Business School 2007 — 2008
MBA, Finance
University of Georgia - Terry College of Business 1999 — 2003
BBA, Finance
The Home Depot February 2014 - Present
The Home Depot August 2012 - February 2014
The Home Depot July 2010 - July 2012
RBC Capital Markets July 2008 - June 2010
SunTrust Robinson Humphrey June 2005 - April 2007
SunTrust Robinson Humphrey July 2003 - June 2005
Education
Emory University - Goizueta Business School 2007 — 2008
MBA, Finance
University of Georgia - Terry College of Business 1999 — 2003
BBA, Finance
Ryan Mitchell, CFA's SunTrust Robinson Humphrey Experience May 2007 - May 2011
Job Voya Investment Management Investment Grade Credit
Industry Investment Management
Experience
Voya Investment Management June 2011 - Present
SunTrust Robinson Humphrey May 2007 - May 2011
Bank of America 2005 - 2007
Merrill Lynch 2003 - 2004
Skills
Financial Modeling, Bloomberg, Valuation, Equities, Fixed Income, Capital Markets, Equity Research, Hedge Funds, Portfolio Management, Alternative Investments, Investment Banking, Financial Analysis, Corporate Finance, Equity Valuation, Asset Managment, Credit Analysis, Credit Derivatives, Investments, Trading, Financial Services, Credit, Derivatives, Bonds, Series 7, Investment Strategies, Investment Management, Emerging Markets, Financial Markets, Mutual Funds, Bloomberg Terminal, Credit Risk, Due Diligence, Finance, Chartered Financial..., VBA, Financial Statement..., Strategic Financial..., Investment Advisory, Options, Asset Allocation, Financial Risk, Private Equity, Asset Management
Education
Emory University - Goizueta Business School 2009 — 2011
MBA, Finance
University of South Carolina - The Moore School of Business 2001 — 2005
Bachelor of Science (BS), Finance
Voya Investment Management June 2011 - Present
SunTrust Robinson Humphrey May 2007 - May 2011
Bank of America 2005 - 2007
Merrill Lynch 2003 - 2004
Skills
Financial Modeling, Bloomberg, Valuation, Equities, Fixed Income, Capital Markets, Equity Research, Hedge Funds, Portfolio Management, Alternative Investments, Investment Banking, Financial Analysis, Corporate Finance, Equity Valuation, Asset Managment, Credit Analysis, Credit Derivatives, Investments, Trading, Financial Services, Credit, Derivatives, Bonds, Series 7, Investment Strategies, Investment Management, Emerging Markets, Financial Markets, Mutual Funds, Bloomberg Terminal, Credit Risk, Due Diligence, Finance, Chartered Financial..., VBA, Financial Statement..., Strategic Financial..., Investment Advisory, Options, Asset Allocation, Financial Risk, Private Equity, Asset Management
Education
Emory University - Goizueta Business School 2009 — 2011
MBA, Finance
University of South Carolina - The Moore School of Business 2001 — 2005
Bachelor of Science (BS), Finance
Manvir Heir's SunTrust Robinson Humphrey Experience June 2012 - March 2014
Job Associate at Dorilton Capital
Industry Financial Services
Experience
Dorilton Capital July 2015 - Present
Lazard March 2014 - June 2015
SunTrust Robinson Humphrey June 2012 - March 2014
SunTrust Robinson Humphrey May 2011 - August 2011
Invesco Ltd. June 2010 - December 2010
Goizueta Business School September 2009 - May 2010
Indiana Department of Workforce Development May 2009 - January 2010
Education
Emory University - Goizueta Business School 2009 — 2011
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Emory University 2008 — 2011
Mathematics (Minor)
Dorilton Capital July 2015 - Present
Lazard March 2014 - June 2015
SunTrust Robinson Humphrey June 2012 - March 2014
SunTrust Robinson Humphrey May 2011 - August 2011
Invesco Ltd. June 2010 - December 2010
Goizueta Business School September 2009 - May 2010
Indiana Department of Workforce Development May 2009 - January 2010
Education
Emory University - Goizueta Business School 2009 — 2011
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Emory University 2008 — 2011
Mathematics (Minor)
Brooke Correa's SunTrust Robinson Humphrey Experience 2000 - 2007
Job Director at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2013 - Present
Wells Fargo June 2007 - Present
SunTrust Robinson Humphrey 2000 - 2007
Education
University of Florida - Warrington College of Business Administration 2005 — 2006
Master of Business Administration (M.B.A.), Finance, General
Florida State University 1998 — 2001
BA, Finance
Wells Fargo October 2013 - Present
Wells Fargo June 2007 - Present
SunTrust Robinson Humphrey 2000 - 2007
Education
University of Florida - Warrington College of Business Administration 2005 — 2006
Master of Business Administration (M.B.A.), Finance, General
Florida State University 1998 — 2001
BA, Finance
Samantha Wolofsky's SunTrust Robinson Humphrey Experience May 2010 - August 2010
Job Capital Markets Associate at Citi
Industry Banking
Experience
Citi August 2014 - Present
Citi January 2011 - July 2014
SunTrust Robinson Humphrey May 2010 - August 2010
Skills
Financial Modeling, Investment Banking, Investments, Portfolio Management
Education
Emory University 2007 — 2011
BBA, Business, Finance and Management, 3.85 GPA, High distinction - top 10% of class
Emory University - Goizueta Business School 2007 — 2011
Ransom Everglades
Citi August 2014 - Present
Citi January 2011 - July 2014
SunTrust Robinson Humphrey May 2010 - August 2010
Skills
Financial Modeling, Investment Banking, Investments, Portfolio Management
Education
Emory University 2007 — 2011
BBA, Business, Finance and Management, 3.85 GPA, High distinction - top 10% of class
Emory University - Goizueta Business School 2007 — 2011
Ransom Everglades
Jay Giles's SunTrust Robinson Humphrey Experience May 2007 - August 2007
Job Managing Partner Sold Out Solutions, LLC
Industry Computer Software
Experience
Sold Out Solutions, LLC July 2014 - Present
Wells Fargo 2013 - July 2014
Wells Fargo 2012 - 2013
Wells Fargo 2010 - 2012
Wachovia Bank 2008 - 2010
SunTrust Robinson Humphrey May 2007 - August 2007
EVE Partners LLC May 2006 - August 2006
Skills
Commodity Risk..., Trading, Derivatives, Hedging, Options, Swaps, Futures, Swaptions, Oil & Gas Industry, Energy Risk Management, Ethane, Propane, Butane, Natural Gasoline, Jet Fuel, Diesel, Heating Oil, Gasoline, Ethylene, Polyethylene, Dodd-Frank, Volcker Rule, Principal Component..., Statistical Modeling, Microsoft Excel, Visual Basic, SQL, Endur, Bloomberg
Education
Emory University 2004 — 2008
Bachelor of Business Administration (BBA), Finance, Economics
Sold Out Solutions, LLC July 2014 - Present
Wells Fargo 2013 - July 2014
Wells Fargo 2012 - 2013
Wells Fargo 2010 - 2012
Wachovia Bank 2008 - 2010
SunTrust Robinson Humphrey May 2007 - August 2007
EVE Partners LLC May 2006 - August 2006
Skills
Commodity Risk..., Trading, Derivatives, Hedging, Options, Swaps, Futures, Swaptions, Oil & Gas Industry, Energy Risk Management, Ethane, Propane, Butane, Natural Gasoline, Jet Fuel, Diesel, Heating Oil, Gasoline, Ethylene, Polyethylene, Dodd-Frank, Volcker Rule, Principal Component..., Statistical Modeling, Microsoft Excel, Visual Basic, SQL, Endur, Bloomberg
Education
Emory University 2004 — 2008
Bachelor of Business Administration (BBA), Finance, Economics
Chris Hursey's SunTrust Robinson Humphrey Experience August 2011 - Present
Job Director at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey August 2011 - Present
Regions Financial Corporation July 2008 - August 2011
Wells Fargo March 2008 - July 2008
LaSalle Bank April 2005 - March 2008
SunTrust March 2002 - April 2005
Skills
Investment Banking, Due Diligence, Capital Markets, Portfolio Management, Investments, Banking, Management, Credit, Training, Recruiting
Education
Florida State University 1986 — 1989
Bachelor's Degree, Economics
SunTrust Robinson Humphrey August 2011 - Present
Regions Financial Corporation July 2008 - August 2011
Wells Fargo March 2008 - July 2008
LaSalle Bank April 2005 - March 2008
SunTrust March 2002 - April 2005
Skills
Investment Banking, Due Diligence, Capital Markets, Portfolio Management, Investments, Banking, Management, Credit, Training, Recruiting
Education
Florida State University 1986 — 1989
Bachelor's Degree, Economics
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY