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
SunTrust Robinson Humphrey June 2012 - Present
JPMorgan Chase Investment Bank June 2011 - August 2011
JPMorgan Chase Investment Bank June 2010 - August 2010
East Lake Golf Course April 2004 - May 2010
Nsoro May 2008 - August 2008
Skills
Asset Managment, Financial Analysis, Microsoft Excel, Series 7, Series 63, Sales & Marketing..., Balance Sheet Review, Financial Risk..., Credit Analysis, Stockbroking, Broker-Dealer Operations, Asset Management, Valuation, Bloomberg Terminal
Education
Georgia State University 2008 — 2012
Bachelor of Arts (B.A.), Economics, 3.3
SunTrust Robinson Humphrey June 2014 - Present
Economic Forecasting Center, Georgia State University June 2013 - May 2014
The Wiley Real Estate Group January 2013 - May 2013
United Development Funding March 2012 - September 2012
Student Programming at the University of Dallas April 2011 - May 2012
University of Dallas September 2009 - April 2012
Republic Bank May 2011 - August 2011
Skills
Customer Service, Microsoft Office, Event Management, Team Leadership, Budget Management, Market Research, Financial Analysis, Economics, Budgets, Microsoft Excel, Research, Event Planning, Analysis, Fundraising, Teaching, Social Media, Management, Leadership, PowerPoint, Public Speaking, Business Planning, Finance, Data Analysis, Statistics, Sales, Time Management, Access
Education
Georgia State University 2012 — 2014
Master of Science (MS), Finance
Georgia State University 2012 — 2014
Master of Science (M.S.), Business Economics
The University of Dallas 2008 — 2012
Bachelor of Arts (B.A.), Economics and Finance Major
Holy Angels Academy 2004 — 2008
Diploma
SunTrust Robinson Humphrey September 2015 - Present
SunTrust Robinson Humphrey June 2015 - Present
Shell February 2015 - June 2015
Kimberly-Clark February 2014 - May 2014
Cbeyond January 2012 - August 2013
Fruit of Care May 2011 - July 2011
Skills
Microsoft Office, Excel, Photoshop, Lightroom, Siebel, Oracle SQL, Forecasting, Management, Finance, Microsoft Excel, Data Analysis, Analysis, TM1, Financial Analysis, PowerPoint, Leadership, Business Strategy, Microsoft Word, Consulting, Project Management, Public Speaking, Research
Education
Georgia Institute of Technology 2011 — 2014
Bachelor's Degree, Business Administration - Concentration in Finance
Young Harris College 2009 — 2011
Associates of Science, General Sciences
SunTrust Robinson Humphrey January 2012 - Present
RBS Global Banking & Markets September 2004 - January 2012
JPMorgan Chase May 2000 - September 2004
UBS Securities Co., Ltd June 1986 - May 2000
Skills
Investment Banking, Fixed Income, Credit Derivatives, Equities, Structured Finance
Education
Franklin & Marshall College 1982 — 1986
BS, Business Management
SunTrust Robinson Humphrey May 2014 - Present
Northwestern Mutual May 2013 - February 2014
Norfolk Southern Corporation May 2012 - November 2012
Caribou Coffee April 2010 - May 2012
Skills
Transportation, Rail, Logistics, Transportation..., Operations Management, Logistics Management, Rail Operations, Microsoft Office, Customer Service, Process Improvement, Access, Personal Finance, Investments, Technology, Microsoft Excel, Business Planning, Business Analysis, Budgets, Life Insurance, Term Life Insurance, Permanent Life Insurance, Disability Insurance, Licensed Life & Health..., Sales, PowerPoint
Education
Georgia Institute of Technology 2008 — 2013
Bachelor of Science (BS), Business Administration and Finance
RBC Capital Markets October 2014 - Present
SunTrust Robinson Humphrey July 2012 - September 2014
SunTrust Robinson Humphrey June 2011 - August 2011
Morgan Stanley Private Wealth Management June 2007 - July 2010
Marcus & Millichap May 2006 - August 2006
Skills
Leadership, Investment Banking, Valuation, Financial Analysis
Education
Indiana University - Kelley School of Business 2010 — 2012
MBA, Finance and Entreprenuership
Penn State University 2003 — 2007
Bachelor of Science, Management
Fundação Getulio Vargas
MBA
JPMorgan Chase December 2011 - Present
JPMorgan Chase December 2011 - Present
SunTrust Robinson Humphrey March 2006 - December 2011
Education
University of Virginia 1985 — 1989
MS, Finance and Marketing
Georgia State University - J. Mack Robinson College of Business 1995 — 1997
MBA, Finance
Visa May 2013 - Present
IBM Global Business Services January 2011 - April 2013
SunTrust Robinson Humphrey February 2010 - December 2010
SunTrust Bank May 2009 - August 2009
Education
Georgia Institute of Technology 2005 — 2009
Bachelor of Science, Industrial and Systems Engineering, Highest Honors
Atlanta International School 1992 — 2005
International Baccalaureate High School Diploma
SunTrust Robinson Humphrey June 2014 - Present
HDH Advisors, LLC September 2013 - December 2013
ACG Professionals May 2013 - August 2013
JPMorgan Chase June 2012 - August 2012
OMED Educational Services at Georgia Tech May 2011 - May 2012
Skills
Matlab, Microsoft Office, Java, PowerPoint, SQL, Microsoft Excel, Microsoft Word, Argus Modeling, Bloomberg, Analysis, Finance, Project Management, Risk Management, Leadership, Valuation, Statistics, Portfolio Management, Financial Modeling, Mergers & Acquisitions, Access, Data Analysis
Education
Georgia Institute of Technology 2011 — 2013
Certificate, Finance, 3.7/4.0
Georgia Institute of Technology 2009 — 2013
Bachelor of Applied Science (BASc), Industrial Engineering, Major: 3.2/4.0 Cumulative: 3.1/4.0
SunTrust Robinson Humphrey September 2014 - Present
SunTrust Bank September 2012 - August 2014
B & B Subs DBA Jersey Mike's Subs March 2007 - November 2012
RBC/PNC Bank January 2007 - August 2012
Bank of America January 2002 - January 2007
Wells Fargo January 1997 - January 2002
Bank of America January 1994 - January 1997
Skills
Banking, Loans, Commercial Banking, Credit, Commercial Lending, Finance, Cash Management, Credit Risk, Treasury Management, Financial Analysis, Financial Services, Credit Analysis, Lines Of Credit, Retail Banking, Risk Management, Small Business Lending, Underwriting, Mergers & Acquisitions, Financial Risk, Asset Based Lending, Corporate Finance, Funding, Investments, Portfolio Management, Business Development, Loan Origination, Relationship Management, Commercial Mortgages, Cash Flow, Sales, Small Business, Banking Relationships, Payments, Valuation, Working Capital..., Sales Management, Consumer Lending, Mortgage Lending, Branch Management, SBA, Mergers, Cash Flow Lending, Cross Selling, Analysis, Strategic Financial..., Executive Management, Series 79, Series 63, Financial Structuring
Education
Colorado Technical University
Bachelor of Science in Business Administration, Health/Health Care Administration/Management
Georgia State University
Accounting and Finance
PupWalkr December 2014 - Present
LandingLion February 2015 - May 2015
SunTrust Robinson Humphrey July 2013 - February 2015
Black Label Strategies August 2012 - April 2013
Buckhead Capital Management May 2012 - August 2012
HSBC Private Bank July 2011 - August 2011
MEN ON THE SIDE OF THE ROAD June 2010 - August 2010
Skills
Business Development, Business Strategy, Early-stage Startups, Financial Modeling, Financial Analysis, Microsoft Excel, Analysis, Investment Banking, PowerPoint, Data Analysis, Forecasting, Microsoft Word, Investments, Equity Research, Portfolio Management, Valuation, Statistics, Equity Trading, Business Analysis, Management, Fundraising, Capital IQ, Axys
Education
Georgia Institute of Technology 2009 — 2013
Bachelor of Science, Business Administration, Finance, 3.94
Career Revelations 2014 - Present
SunTrust Robinson Humphrey 2010 - July 2014
SunTrust Bank January 2001 - May 2010
Technology Solutions Company August 1998 - June 2000
SunTrust Bank June 1992 - September 1998
Skills
Full-cycle Recruiting, Talent Acquisition, Onboarding, Talent Management, Interviewing, Recruiting, College Recruiting, Hiring, Career Development, New Hire Orientations, Training, Taleo, Human Resources, Coaching, Building Relationships, Program Management, Resume Writing, Behavioral Interviewing, Screening, Screening Resumes, Career Counseling, Applicant Tracking..., Interviews, Leadership Development, Performance Management, Strategy, Professional Mentoring
Education
Georgia State University 1993 — 1998
MBA, International Business
University of North Carolina at Chapel Hill 1988 — 1992
B.A., Industrial Relations
Myers Park High 1985 — 1988
Mizuho Financial Group July 2015 - Present
SunTrust Robinson Humphrey January 2014 - July 2015
Morgan Stanley 2003 - January 2014
Arthur Andersen 1996 - 2001
Skills
Private Equity, Debt, IPO, Valuation, Bridge Financing, Bank Financing, Seller Financing, Equity Capital Markets, Capital Markets..., Secondary Offerings, Leveraged Finance, Buyouts, Financial Modeling, Refinance Transactions, Business Acquisition, M&A due diligence, M&A experience, College Recruiting, Direct Recruiting, Team Management, Team Building, Cross-functional Team..., Mergers, LBO, Investment Banking, Private Placements, Corporate Finance, Bonds, Capital Structure, Series 7, Auditing, Series 63, Financial Analysis, Capital Markets, Due Diligence, Finance, Investments, Equities, Management
Education
The University of Chicago - Booth School of Business 2001 — 2003
MBA
Georgetown University 1992 — 1996
BSBA
SunTrust Robinson Humphrey October 2013 - Present
SunTrust Bank July 2012 - September 2013
City of Roswell, Georgia December 2010 - June 2012
City of Roswell, Georgia November 2009 - December 2010
Skills
Capital Markets, Portfolio Management, Public Finance, Financial Analysis, Risk Management, Cash Management, Municipalities, Analysis, Banking, Accounting, Treasury, DBC, Financial Modeling, Debt Management, Finance, Credit
Education
Georgia State University 2009 — 2011
Master of Public Administration (MPA), Public Finance
The University of Georgia 2003 — 2008
Bachelor of Arts (BA), Philosophy
University of Georgia - Terry College of Business 2003 — 2008
Bachelor of Business Administration (BBA)
Pope High School
SunTrust Robinson Humphrey August 2011 - Present
SunTrust Bank 1986 - August 2011
Skills
Banking, Credit Analysis, Risk Management, Capital Markets, Underwriting, Credit, Due Diligence, Financial Structuring, Management, Loans
Education
Georgia State University - J. Mack Robinson College of Business
MBA, Finance
University of Virginia
BA, English
CodeGuard February 2015 - Present
ERLESEN Investments LLC June 2012 - December 2014
The Home Depot September 2013 - August 2014
The Home Depot March 2012 - September 2013
SunTrust Robinson Humphrey July 2010 - October 2011
Skills
Finance, Strategy, Business Development, Portfolio Management, Corporate Finance, Entrepreneurship, Mergers & Acquisitions, Acquisition Integration, Financial Modeling, Direct Sales, Investment Banking, Microsoft Excel, Web Development, APIs, Management, Financial Analysis, Marketing, Microsoft Office, Valuation
Education
The University of Georgia 2006 — 2010
BBA Finance
Marist School 2000 — 2006
General Assembly 2014 — 2014
Web Development Immersive
SunTrust Robinson Humphrey 2014 - Present
Bank of America Merrill Lynch 2007 - 2013
Wachovia Securities 2004 - 2007
Jesuit Volunteer Corps 2001 - 2002
KPMG LLP 1998 - 2001
Skills
Financial Analysis, Financial Modeling, Investment Banking, Capital Markets, Valuation, Corporate Finance, Due Diligence, Private Equity, Mergers, Equities, Fixed Income, Banking, Bloomberg, Finance
Education
Georgetown University - The McDonough School of Business 2002 — 2004
MBA
University of Colorado Boulder - Leeds School of Business 1994 — 1997
BS, Accounting and International Business
Institute for American Universities - Aix-en-Provence 1996 — 1996
Santa Clara University 1993 — 1994
SunTrust Robinson Humphrey February 2010 - Present
GE Capital - Media, Communications & Entertainment 2002 - February 2009
GE Capital - Structured Finance Group 1998 - 2002
GE Capital - Structured Finance Group 1995 - 1998
US Army June 1986 - April 1994
GE (Power Systems and GE Capital) 1989 - 1994
Skills
Mergers, Private Equity, Risk Management, Structured Finance, Credit, Due Diligence, Emerging Markets, Restructuring, Financial Structuring, Analysis, Telecommunications, Energy, Valuation, Leveraged Finance, Structured Products, Project Finance, Accounting, Finance, Financial Analysis, Investment Banking, Investments, Loans, Equities, Mergers, Negotiation, Portfolio Management, Strategic Planning, Strategy, Time Management, Corporate Finance, Mergers & Acquisitions
Education
University at Buffalo 1987 — 1989
MBA, Financial Institutions and Markets; Corporate Financial Planning
Fordham University 1982 — 1986
BS, Finance
New York University
PowerPlan Consultants May 2011 - Present
SunTrust Robinson Humphrey May 2010 - August 2011
Steeda Engineering & Manufacturing December 2001 - August 2005
Skills
Java, Matlab, SQL, Databases, VBA, Visio, Project Management, Software Development, Software Project..., Requirements Analysis, Business Intelligence, Oracle, Business Analysis, MS Project
Education
Georgia Institute of Technology 2006 — 2011
BS, Industrial & Systems Engineering
Fifth Third Bank October 2006 - Present
SunTrust Robinson Humphrey 2004 - 2006
Wells Real Estate Funds March 2003 - August 2004
SunTrust Bank December 1995 - March 2003
Skills
Credit Analysis, Credit, Investments, Corporate Finance, Loans, Portfolio Management, Financial Analysis, Banking, Financial Modeling, Risk Management, Underwriting, Leadership, Relationship Management, Capital Markets, Commercial Lending
Education
Georgia State University - J. Mack Robinson College of Business 1999 — 2001
MBA, Finance
Georgia Institute of Technology - Georgia Tech College of Management 1987 — 1992
BS, Management
Surterra Holdings Inc. January 2014 - Present
Valkyrie Capital August 2012 - Present
Elysian Capital September 2010 - August 2012
SunTrust Robinson Humphrey July 2010 - April 2012
CNN September 2008 - December 2008
Norfolk Southern May 2008 - August 2008
Skills
Asset Managment, Economics, Portfolio Management, Finance, Mergers, Bloomberg Terminal, Bloomberg, Strategic Financial..., Analysis, DCF, Financial Reporting, Strategic Planning, Investment Strategies, Mutual Funds, Global Macro, Mergers & Acquisitions, Bonds, Fund Of Funds, Due Diligence, Asset Management, Alternative Investments, Capital Markets, Banking, Entrepreneurship, Business Valuation, Fixed Income, Equity Research, Hedge Funds, Venture Capital, Equities, Private Equity, Financial Structuring, Equity Valuation, Securities, Investment Management, Derivatives
Education
Georgia State University - J. Mack Robinson College of Business 2005 — 2009
BBA, Finance & Real Estate
London School of Economics and Political Science 2007 — 2007
Public Finance
SunTrust Robinson Humphrey August 2013 - Present
SunTrust Bank July 2008 - August 2013
SunTrust Bank January 2005 - March 2008
SunTrust Bank July 2004 - January 2005
Skills
Retail Banking, Customer Service, Cash Management, Certified Trainer, Bank Operations, Risk and Retention..., Cross Selling, Sales, Branch Management, Lines Of Credit, Loans, Client-oriented, Banking, Commercial Lending, Credit Analysis, Cross-functional Team..., Credit, Commercial Banking, Consumer Lending, Financial Services, Relationship Management, Treasury Management
Education
Georgia State University - J. Mack Robinson College of Business 2002 — 2007
Bachelors, Finance
GigaByte District May 2012 - Present
Super Frosty City-Wide Distributors March 2001 - Present
Menlo Worldwide June 2011 - August 2011
State Personnel Administration October 2010 - June 2011
SunTrust Robinson Humphrey March 2009 - June 2010
Skills
WMS, ERP, Oracle, Excel, Access, Microsoft Office 2007, PeopleSoft, TMS, Blackberry, Inventory Management, Wireless Networking, Social Media Marketing, Supply Chain, Team Building, Logistics, Warehouse Management, Microsoft Excel, Management, Supply Chain Management, Process Improvement, Leadership, Operations Management, Customer Service, Logistics Management
Education
Clayton State University 2009 — 2012
Bachelors, Supply Chain Management
Clayton State University 2009 — 2012
Bachelor Supply Chain, Mgmt
Georgia Perimeter College 2006 — 2008
Associate of Science, Accounting
SunTrust Robinson Humphrey February 2015 - Present
SunTrust Robinson Humphrey August 2008 - Present
Rabobank International August 1996 - August 2008
First Union September 1991 - August 1996
Skills
Risk Management, Portfolio Management, Financial Risk, Banking, Management, Credit, Syndications, Investment Banking, Commercial Banking, Finance, Analysis, Credit Analysis, Underwriting, Capital Markets, Loans
Education
Georgia State University 1995 — 1998
Masters of Business Administration, Finance, Beta Gamma Sigma
James Madison University - College of Business 1987 — 1991
Bachelor of Business Administration, Finance, Dean's list
State Farm Bank March 2014 - Present
State Farm Bank May 2010 - March 2014
Volunteer Corp. Credit Union April 2004 - April 2010
Temecula Valley Bank August 2002 - October 2003
Suntrust Robinson-Humphrey May 2001 - March 2002
Skills
ALM, Investments, Budgets, Financial Modeling, Portfolio Management, Credit, Financial Analysis, Banking, Interest Rate Risk..., Risk Management, Analysis, Loans, Balance Sheet, Credit Risk, Financial Risk, Financial Services
Education
Georgia State University 2000 — 2002
Master, Business Administration; Finance
The University of Georgia
Master of Arts, Classics
Michigan State University 1991 — 1994
Bachelor of Arts, Classical Studies
Rabobank North America Wholesale August 2015 - Present
SunTrust Robinson Humphrey April 2010 - July 2015
SunTrust Bank January 2007 - March 2010
SunTrust Bank June 2005 - December 2006
Skills
Financial Analysis, Account Management, Credit Risk Analysis, Process and Procedures..., Corporate Finance and..., International Lending, International Account..., Credit Risk Management, Underwriting, Asset Based Lending, Working capital..., Portfolio Management, Credit Analysis, Banking, Loans, Corporate Finance, Financial Modeling, Credit, Risk Management, Finance
Education
Georgia Institute of Technology 2002 — 2003
English as a Second Language, ESL English as Second Language
Universidad Industrial de Santander, Bucaramanga, Colombia, South America 1995 — 2002
BSA Industrial Engineer, MBA Management and Financial Analysis
SunTrust Robinson Humphrey June 2014 - Present
HDH Advisors, LLC September 2013 - April 2014
Gallery Capital Management, LLC May 2013 - August 2013
Skills
Microsoft Excel, Financial Modeling, Matlab, PowerPoint, Microsoft Office, AutoCAD, Financial Analysis, Data Analysis, Valuation, VBA, Bloomberg
Education
Georgia Institute of Technology 2008 — 2014
Bachelor of Science (B.S.), Economics
Georgia Tech 2008 — 2014
Bachelor of Science (B.S.), Biomedical/Medical Engineering
SunTrust Robinson Humphrey June 2015 - Present
Georgia Tech Student Foundation Investments Committee May 2015 - Present
North Point Wealth Management May 2014 - July 2014
Ztek Consulting, Inc January 2013 - October 2013
TYE (The Young Entrepreneur) Program October 2011 - May 2012
Skills
Microsoft Excel, Data Analysis, Financial Analysis, Valuation, Python, Recruiting, Finance, Sourcing, HTML, Portfolio Management
Education
Georgia Institute of Technology 2013 — 2017
B.S. Finance and Accounting, Minor in Economics, 3.94/4.0
SunTrust Robinson Humphrey Real Estate Capital MarketsManaging Director, Head of Strategy and RecruitingSunTrust Robinson HumphreySeptember 2012 - Present
Education
The University of Georgia 1981 — 1985
Bachelor of Business Administration (BBA), Finance, General
Marist High School
Georgia State University
Master's degree, Finance, General
SunTrust Robinson Humphrey July 2014 - Present
E*TRADE Financial July 2013 - July 2014
LHL Construction Co., Inc January 2009 - March 2012
Tau Kappa Epsilon January 2008 - May 2009
Home Lending Solutions, Inc 2006 - 2007
Skills
Finance, Access, Payroll, Financial Accounting, Budgets, PowerPoint, Outlook, Microsoft Word, Microsoft Excel, Program Management, Series 7, Bilingual-Spanish, Series 63, Options Strategies, Stocks, Stock Trading, Trading Systems, Banking, Excel, Microsoft Office, Word, Customer Service, Accounts Payable, SharePoint, Retirement, Foreign Exchange
Education
Georgia State University 2010 — 2012
Bachelor of Business Administration, Finance and Economics
Georgia State University - J. Mack Robinson College of Business 2009 — 2012
SunTrust Robinson Humphrey June 2014 - Present
Federal Home Loan Bank of Atlanta November 2002 - June 2014
Federal Reserve Bank of Atlanta August 2000 - November 2002
Skills
Banking, Credit Analysis, Credit, Commercial Lending, Commercial Banking, Loans, Portfolio Management, Credit Risk, Financial Analysis, Capital Markets, Risk Management, Financial Risk, Underwriting, Cash Management, Derivatives
Education
CFA Institute
CFA Charter
Georgia State University 2003 — 2006
MBA, Finance
Wofford College 1991 — 1995
BA, Finance
SunTrust Bank June 2013 - Present
SunTrust Robinson Humphrey July 2004 - June 2013
Tom Barrow Company 1998 - 2003
Skills
Derivatives, Financial Modeling, Corporate Finance, Capital Markets, Interest Rate..., Swaps, Risk Management, Hedging, Treasury, Bloomberg, Fixed Income, Financial Analysis, Interest Rate Risk..., Balance Sheet Risk..., Liquidity Risk, Tax-Exempt Finance, Commodities, Procedure Development, College Recruiting, Investment Banking
Education
Georgia State University - J. Mack Robinson College of Business 2003 — 2004
MBA, Finance
Georgia Institute of Technology 1997 — 2002
BSIE, Industrial Engineering
Lakeside High School 1993 — 1997
Fifth Third Securities August 2010 - Present
SunTrust Robinson Humphrey August 2007 - February 2009
SunTrust Robinson Humphrey August 2004 - August 2007
SunTrust Robinson Humphrey September 1996 - December 2003
SunTrust Bank June 1985 - December 1995
Skills
Banking, Capital Markets, Corporate Finance, Finance, Investment Banking, Mergers & Acquisitions, Structured Finance
Education
Georgia State University - J. Mack Robinson College of Business 1988 — 1991
MBA, Business
Vanderbilt University 1979 — 1983
B.A., Business Adminstration
SunTrust Bank August 2012 - Present
SunTrust October 2009 - August 2012
SunTrust Robinson Humphrey June 1999 - October 2009
Wachovia Bank (now Wells Fargo) June 1998 - August 1998
Winter Construction June 1996 - July 1997
Education
The University of Georgia
Master of Business Administration (MBA), Real Estate, Finance, Investments
Georgia Institute of Technology
Bachelor of Science (BS), Mechanical Engineering
Genuine Parts Company August 2014 - Present
SunTrust Robinson Humphrey October 2012 - August 2014
Direct Source Funding, Inc March 2009 - October 2012
Community Bank of The South September 2010 - December 2011
American Southern Bank November 2008 - January 2010
Calvary Baptist Church of Austell December 2006 - July 2009
Cornerstone Bank/Southern National Bank June 2003 - November 2008
Southern National Bank May 2002 - September 2005
Skills
Commercial Lending, Loans, Banking, Accounts Receivable, Small Business Lending, Credit, Credit Analysis, Financial Services, Financial Analysis, Loan Origination, Finance, Portfolio Management, Cash Flow, Credit Risk, Commercial Banking, Investment Properties, Asset Based Lending, Funding, Commercial Real Estate, Cash Management, Start-ups, Treasury Management, Corporate Finance, Underwriting, Mergers & Acquisitions, Refinance, Investments, Commercial Mortgages, Due Diligence, Financial Modeling, Asset Management, Mortgage Lending, Valuation
Education
Series 63 2014 — 2014
Series 79 2014 — 2014
Kennesaw State University - Michael J. Coles College of Business 2004 — 2006
MBA, Finance
Georgia Southern University - College of Business Administration 1999 — 2002
Bachelor's, Finance
Central Gwinnett 1996 — 1999
Chainalytics August 2013 - Present
SunTrust Robinson Humphrey June 2015 - August 2015
UPS Supply Chain Solutions May 2013 - August 2013
Georgia Tech Distance Learning Education May 2012 - April 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, XML, SQL, Python, HTML
Education
Georgia Institute of Technology 2011 — 2015
BachelorsDegree, IndustrialEngineering
GeorgeWaltonComprehensiveHighSchool 2007 — 2011
Diploma
C. R. Smith Photography 2005 - December 2011
Shannon Fagan September 2004 - November 2005
Raymond James January 2001 - July 2004
SunTrust Robinson Humphrey August 2000 - January 2001
Skills
Marketing, Project Management, CRM, Venture Capital, Business Analysis, Cross-functional Team...
Education
Georgia Institute of Technology 1996 — 2000
Bachelor of Science (BS), Management
SunTrust Robinson Humphrey April 2011 - Present
Northside Hospital Forsyth August 2009 - Present
AIG ADVISORY GROUP 2007 - 2009
Financial Service Corporation 2002 - 2007
AIG SunAmerica 2001 - 2002
FSC Securities Corporation 1989 - 2002
Skills
Investment Advisory, Mutual Funds, Brokerage, Healthcare, Product Requirements, DTC, FINRA, Series 7, SEC reporting, Audit, Commission, Series 63, Series 24, Securities, Vendor, GAAP, Annuities, Financial Advisory, Data Analysis, Managed Accounts, Auditing, Vendors, Fixed Annuities, SEC filings, Training, Finance, Financial Services, Leadership, Software Documentation, Business Process, CRM, Project Management, Analysis, Business Analysis, Risk Management, Management
Education
AHIMA 2009 — 2011
CCA, Coding Basics Certification
Kennesaw State University 2009 — 2009
CMOA, Medical Office Assistant, Coding, Insurance Billing
University of Phoenix 2004 — 2006
MBA, Business Administration
Georgia State University
B.S, Biological Sciences/Chemistry Minor
Other Professional Experience
Bachelor's of Science, Biology/Biological Sciences, General
AFL August 2013 - June 2014
Alta Telecom April 2012 - June 2014
The RADCO Companies March 2009 - April 2012
PricewaterhouseCoopers January 2005 - March 2009
Caymus Partners LLC February 2002 - December 2004
SunTrust Robinson Humphrey October 2000 - February 2002
Macey Holland & Associates February 1998 - October 2000
Film Production May 1989 - July 1997
Skills
CPA, CFA, Financial Reporting, Workout, Financial Modeling, Business Strategy, Private Equity, Valuation, Due Diligence, Financial Analysis, Accounting, Financial Advisory, Restructuring, Forecasting, Analysis, Executive Management, Management Consulting, Budgeting, Strategic Planning, Corporate Finance, Strategic Business, US GAAP, Finance, Strategic Financial..., Mergers & Acquisitions, Budgets, Chartered Financial..., Internal Controls, Auditing, Portfolio Management, SEC filings, Financial Planning
Education
Georgia State University - J. Mack Robinson College of Business 1998 — 2000
MBA, Finance, IT
University of Notre Dame 1988 — 1992
Bachelor of the Arts, Economics, Communications
St. Pius 1986 — 1988
St. Edward's High School 1984 — 1986
High School
Atlas Holdings LLC July 2015 - Present
SunTrust Robinson Humphrey June 2012 - June 2015
SunTrust Robinson Humphrey May 2011 - August 2011
UBS January 2010 - May 2011
Skills
Financial Modeling, Financial Analysis, Investment Banking, Analysis, Valuation, Microsoft Office, Corporate Finance, Data Analysis, Finance, Mergers & Acquisitions, Bloomberg, Leadership, Investments, Business Analysis
Education
Georgia Institute of Technology
Bachelor of Science in Business Administration
Harrison Design January 1990 - Present
SunTrust Robinson Humphrey January 1980 - December 1989
Skills
Mergers & Acquisitions, Residential Homes, Mergers, Private Equity, IPO, Due Diligence, Corporate Finance, Finance
Education
Georgia Institute of Technology and Georgia State 1978 — 1982
Master of Business Administration (M.B.A.), Industrial Engineering and an MBA
Georgia Institute of Technology
Bachelor of Industrial and Systems Engineering
Myers App Development, LLC August 2011 - Present
SunTrust Robinson Humphrey January 2013 - November 2014
Cbeyond January 2010 - August 2011
Integrity Fusion Products, Inc. May 2009 - August 2009
Skills
Forecasting, Analysis, Statistics, Databases, Microsoft Office, Excel, PowerPoint, Python, SQL, Programming, Matlab, Management
Education
Georgia Institute of Technology 2008 — 2012
Undergraduate, Industrial Engineering - Financial Engineering, Summa Cum Laude
Morgan Stanley Private Wealth Management April 2009 - Present
Goldman Sachs October 2005 - February 2008
UBS Wealth Management May 2005 - October 2005
Goldman Sachs May 2000 - March 2005
SunTrust Robinson Humphrey 1997 - 1999
Skills
Series 7, Hedge Funds, Securities, Alternative Investments, Equities, Asset Management, FINRA, Investments, Mutual Funds, Portfolio Management, Wealth Management
Education
University of Florida 1994 — 1997
BS, Nutrition
Georgia Southern University 1992 — 1994
Nutrition Sciences
GreenSky Credit July 2014 - Present
Gem Shopping Network, INC April 2014 - May 2014
SunTrust Robinson Humphrey April 2013 - April 2014
SunTrust Robinson Humphrey March 2012 - April 2013
PwC January 2012 - March 2012
SunTrust Bank May 2011 - November 2011
Avison Young November 2010 - February 2011
Boy Scouts of America May 2008 - August 2008
Skills
Financial Modeling, Asset Based Lending, Financial Analysis, Valuation, Portfolio Management, Leveraged Finance, Corporate Finance, Research, Leveraged Lending, Term Loan, Economics, Risk Management, Liquidity Analysis, Working Capital..., Enterprise Valuation, Investment Banking, Capital Structure, Capital Markets
Education
Georgia State University - J. Mack Robinson College of Business 2008 — 2011
BBA, Finance, General
Clayton High School
Monroe Capital October 2013 - Present
SunTrust Robinson Humphrey June 2011 - October 2013
CIT Group March 2005 - June 2009
GE Capital July 2000 - March 2005
Royal Bank of Canada 1994 - 2000
Skills
Capital Markets, Leveraged Finance, Private Equity, Originations, Underwriting, Portfolio Management, Financial Workouts, Debt Restructuring, Valuation, Deal structuring and..., M&A, Corporate Finance, Middle Market, Due Diligence, Financial Analysis, Finance, CRM, Credit Risk, Mergers & Acquisitions, Restructuring, Credit Analysis, Investments
Education
Fordham University 1995 — 1999
MBA, Finance
Indiana University Bloomington 1989 — 1993
BS, Finance
SunTrust Robinson Humphrey June 2013 - Present
Barclays 2004 - 2013
Goldman Sachs December 1993 - March 2004
Education
Georgia State University
Master of Business Administration (M.B.A.)
CN2, Inc. (formerly Merlin Mobility) June 2015 - Present
First Tryon Securities November 2011 - May 2015
SunTrust Robinson Humphrey October 2010 - November 2011
SunTrust Robinson Humphrey January 2008 - October 2010
SunTrust Banks May 2007 - August 2007
Division of Professional Practice May 2005 - May 2007
Advanced Vessel and Alloy May 2004 - August 2004
Skills
Data Analysis, Securitization, Credit Risk, Interest Rate..., FX, Capital Markets, Portfolio Management, Credit, Structured Products, Investments, Foreign Exchange, Credit Analysis, Trading, Financial Risk, Valuation, Equities, Financial Modeling, Microsoft Office, Finance, Derivatives, Asset Management, Financial Structuring, Underwriting, VBA, Emerging Markets, Investment Banking, Banking, Options, Project Management, FX Options, Quantitative Analytics, Risk Management, Quantitative Finance, Bloomberg, Fixed Income, Financial Analysis, Corporate Finance, Management, Microsoft Excel
Education
Georgia Institute of Technology 2003 — 2007
BS, Mechanical Engineering
Georgia Institute of Technology - Georgia Tech College of Management 2003 — 2007
BS, Management
Middle Georgia College 2001 — 2003
AS, Mathematics, Physics, Computer Science
SunTrust Robinson Humphrey April 2011 - Present
SunTrust Robinson Humphrey July 2008 - April 2011
SunTrust Robinson Humphrey June 2007 - August 2007
AIG June 2006 - August 2006
Skills
Fixed Income, Derivatives, Investment Banking, Financial Modeling, Trading, Bloomberg, Capital Markets, Valuation, Series 7, Portfolio Management, Securities, Asset Managment, Corporate Finance, Credit Analysis, Bloomberg Terminal, Financial Markets, Financial Structuring, Investments, Bonds, Hedging
Education
Georgia State University - J. Mack Robinson College of Business 2005 — 2008
Tulane University
Manheim April 2013 - Present
The Home Depot February 2013 - March 2013
Access Insurance Company June 2011 - October 2012
SunTrust Robinson Humphrey September 2007 - June 2010
SunTrust Robinson Humphrey December 2001 - September 2007
Harland Financial Solutions June 1996 - June 2001
MicroBilt March 1993 - June 1996
COIN Banking Systems December 1986 - March 1993
Skills
Resource Management, SDLC, Software Development, Coaching, Customer Relations, Staff Training, Mentoring, Scope Management, Risk, Strategic Planning, Team Building, Change Management, Problem Solving, Customer Service, Leadership, CRM, Analysis, Software Documentation, Training, Cross-functional Team..., Software Project..., Project Management, Quality Assurance, Budgets, Financial Risk, Management, Process Improvement, Business Process..., Business Analysis, Vendor Management, Integration, Program Management, Visio, PMO, IT Management, Business Intelligence, Risk Management, IT Strategy, Business Process, PMP, Requirements Analysis, Requirements Gathering, Disaster Recovery, Project Portfolio...
Education
Georgia Southern University - College of Business Administration 1982 — 1986
BBA, Management Information Systems
SunTrust Robinson Humphrey June 2011 - Present
JP Morgan May 2010 - September 2011
Sponsors For Educational Opportunity September 2009 - February 2010
JPMorgan June 2009 - August 2009
Hennessy Landrover Buckhead July 2006 - May 2009
Skills
Trading, Series 7, Equity Research, Equity Trading, Series 63, Financial Markets, Bloomberg, Equity Derivatives, Risk Management, Financial Modeling, Hedge Funds, Financial Analysis, Prime Brokerage
Education
Georgia State University - J. Mack Robinson College of Business 2007 — 2011
Finance, Investments
St. Mary's School Nairobi, Kenya 2001 — 2004
SunTrust Robinson Humphrey June 2014 - Present
SunTrust Robinson Humphrey September 2013 - June 2014
Consultant January 2009 - September 2013
Radiant Systems/BlueCube Software 2004 - 2005
Radiant Systems, Inc. 1996 - 2004
Skills
Software Development, SQL, Highly detail oriented, Microsoft SQL Server, Business Analytics, Trading Strategies, Trading System, Quantitative Investing, Equity Research Analysis, Stock Trading, Spread Trading, Options Strategies, Electronic Trading, Software Project..., Requirements Analysis, Excel VBA, XML, JScript, .NET, Database Modeling, Visual Studio, Integration, Logical Thinker
Education
Georgia Institute of Technology 1979 — 1982
BS, Computer Science
Investools 2009 — 2011
Self-Educated, Advanced Options Trading, Advanced Technical Analysis
SunTrust Robinson Humphrey February 2013 - Present
SunTrust Bank August 2009 - February 2013
SunTrust Bank 2010 - 2011
Skills
Microsoft Office, General Office Duties, Outlook Express, Excel, PowerPoint, Financial Transactions, Word, BANCSTAR, STI Platform, Internet Research, Risk Management, Banking, Credit, Leadership, Customer Service, Teamwork, Loans, Retail Banking, Sales, Portfolio Management
Education
Georgia College and State University 2005 — 2009
Bachelor of Business Administration, Marketing
SunTrust Robinson Humphrey September 2014 - Present
E*TRADE Financial Corporation July 2013 - September 2014
SunTrust Bank August 2009 - January 2013
Chase Manhattan Corporation August 2006 - July 2009
Skills
Banking, Credit, Consumer Lending, Loans, Financial Services, Cross Selling, Commercial Banking, Small Business Lending, Cash Management, Credit Analysis, Commercial Lending, Retail Banking, Merchant Services, Equities, Investments, Lines Of Credit, Leadership
Education
Georgia State University 2006 — 2011
Bachelor's of Science, Psychology
Fisker Automotive 2014 - Present
STONEKOR 2013 - Present
IO 2012 - 2012
Cirrus Aircraft Company (Private equity portfolio company backed by Arcapita) 2009 - 2011
Cirrus Aircraft Company (Private equity portfolio company backed by Arcapita) 2008 - 2009
Cirrus Aircraft Company (Private equity portfolio company backed by Arcapita) 2002 - 2008
International Payment Services (Private equity portfolio company backed by GTCR) 1999 - 2001
SunTrust Robinson Humphrey 1995 - 1999
Accenture 1994 - 1995
Delta Air Lines 1991 - 1994
Skills
Aerospace, Aviation, Manufacturing, Strategy Development, Leadership Development, Financial Management, Engineering, International Business, M&A experience, New Business Development, Risk Management, Negotiation, Financial Analysis, Financial Reporting, Due Diligence, Strategy, Managerial Finance, Commercial Aviation, Turn Around Management, Mergers & Acquisitions, Start-ups, Aircraft, Airports, Charter, Flights, Business Planning, Aircraft Maintenance, Process Improvement, Contract Negotiation, Strategic Planning, Airlines, Team Building, Civil Aviation, Avionics, Leadership, Aeronautics, Program Management, Executive Management, Finance, Private Pilot, Aircraft Leasing, Operations Management, Piloting, Six Sigma, Private Equity, Cross-functional Team..., Consulting, Investor Presentations
Education
Georgia State University - J. Mack Robinson College of Business 1994 — 1997
MBA, Finance, General
Iowa State University 1988 — 1990
MS, Aerospace Engineering
Graceland University 1984 — 1988
BA, Math & Physics
State of Georgia July 2014 - Present
ARRIS October 2013 - July 2014
SunTrust Robinson Humphrey June 2011 - October 2013
Rooms To Go March 2011 - May 2011
Moore Stephens Tiller August 2010 - December 2010
Citi June 2009 - June 2010
Transocean May 2008 - February 2009
Complete Production Services, Inc. January 2008 - April 2008
Logix Communications May 2007 - January 2008
Skills
Active Directory, Troubleshooting, Cisco Technologies, Trading Systems, Microsoft Office, Remote Troubleshooting, Ghost Imaging, Break Fix, ThomsonOne, Bloomberg, AIM, Group Policy, SNL, Wireless Networking, Cisco VPN, Hardware
Education
Fort Hays State University 2013 — 2014
Bachelor's degree, Network and System Administration/Administrator
Westwood College 2011 — 2011
Network Management
Omnitech Institute 2005 — 2006
Certification, Computer Hardware
Georgia Perimeter College 1995 — 1998
Computer Science
Morehouse College Computer Science 1992 — 1994
Computer Science
SunTrust Robinson Humphrey June 2015 - Present
Georgia Tech Research Institute August 2012 - Present
Homrich Berg May 2014 - August 2014
Brasfield & Gorrie, LLC May 2013 - August 2013
Georgia Tech Athletic Association December 2012 - May 2013
Skills
Matlab, PowerPoint, Leadership, Sports Marketing, Microsoft Office, Sports, Customer Service, Data Analysis, Management
Education
Georgia Institute of Technology 2012 — 2016
Bachelor of Science (BS), Finance, General, 3.9
Marist School 2008 — 2012
SunTrust Robinson Humphrey January 2015 - Present
Thomson Reuters June 2014 - August 2014
Thomson Reuters June 2013 - August 2013
Keenan, Powers, & Andrews June 2010 - August 2010
Skills
Finance, Investments, Microsoft Excel, Team Leadership, Microsoft Exchange, Business Analysis, Data Analysis, PowerPoint, Python, Negotiation, SQL, Databases, Windows, OS X, System Administration, Software Documentation
Education
Georgia Institute of Technology 2010 — 2014
Bachelor's degree, Business Administration, Finance
Georgia Institute of Technology
SunTrust Robinson Humphrey January 2015 - Present
Express Jet April 2014 - December 2014
Ruby Tuesday March 2012 - April 2014
Old Governor's Mansion June 2013 - August 2013
Old Governors Mansion May 2012 - August 2012
Franks Restaurant 2007 - May 2012
Skills
Administrative..., Executive Calendar..., Expense Reports, Business Travel, Customer Service, Outlook, Time Management, Pipeline Generation, Microsoft Excel, Microsoft Word, Microsoft Office, Small Project Management, Windows Vista, Windows 7, History, Exhibit Design, Historical Research, Curating, flight attendant, Flight Safety, Curatorial Projects, Accessioning, PowerPoint, Research
Education
Georgia College and State University 2009 — 2013
Bachelor of Arts (BA), Museum Studies, Graduate
SunTrust Robinson Humphrey October 2014 - Present
American Credit Acceptance July 2013 - October 2014
Metromont Corporation May 2012 - September 2012
Greenville Drive May 2011 - August 2012
Wintzells Oyster House Inc May 2008 - August 2010
Skills
Microsoft Excel, Leadership, Research, Operations Management, Statistics, Risk Management, Budgets, Teamwork, Finance, Analysis
Education
Furman University 2009 — 2013
Bachelor of Arts (B.A.), Business Administration
CIMBA Undergraduate Program 2012 — 2012
St. Paul's Episcopal School 1995 — 2009
SunTrust Robinson Humphrey January 2015 - Present
SunTrust Robinson Humphrey June 2014 - August 2014
UBS Financial Services Inc. November 2013 - May 2014
ING U.S. Investment Management May 2013 - October 2013
Penton Media (Govalytics™) July 2013 - September 2013
Prager Private Equity April 2013 - August 2013
Penton Media, Inc. (EquipmentWatch®) January 2013 - July 2013
Georgia Southern University IT Services - Enterprise Application Services January 2012 - July 2012
OfficeMax June 2011 - January 2012
NCR Corporation July 2011 - December 2011
Skills
Mergers & Acquisitions, Finance, Valuation, Investments, Microsoft Excel, Financial Analysis, Bloomberg, Investment Banking, Wealth Management, Private Equity, Hedge Funds, Bloomberg Terminal, Alternative Investments, Morningstar, Underwriting, Real Estate, Risk Management, Microsoft Office, Java, Due Diligence, Corporate Budgeting, Budget Process, Market Research, Data Coordination, Data Analytics, Oracle, SharePoint, Computer Science, Software Systems, Website Building, Virtualization, Microsoft SQL Server, Quality Center, Visual Basic, JavaScript, CSS, XHTML
Education
Georgia Institute of Technology
Bachelor of Science (B.S.), Business Administration, Finance
SunTrust Robinson Humphrey January 2015 - Present
SunTrust Robinson Humphrey May 2014 - August 2014
Grant Thornton LLP June 2013 - August 2013
Case-Mate Inc. January 2013 - April 2013
Digital Assent LLC May 2011 - May 2012
Skills
Microsoft Excel, Strategy, Leadership, Financial Analysis, Business Planning
Education
Georgia Institute of Technology 2010 — 2014
Bachelor of Science (B.S.), Business Administration
Graham & Company P.C. CPAs January 2015 - Present
Boltage April 2011 - Present
Firefly Development 2002 - 2007
CTX Mortgage 1993 - 1995
Directors Mortgage 1992 - 1993
Investors Asset Management of Ga 1988 - 1989
SunTrust Robinson Humphrey 1987 - 1988
Rich's Department Store 1985 - 1987
Skills
Leadership, Project Management, Management, Problem Solving, Event Planning, Organization, Organizational..., Community Organizing, Financial Analysis, Account Management, Project Planning, Events Coordination, Coordination, Customer Service, Outstanding time..., Accounts Receivable, Critical Thinking
Education
Georgia State University 1989 — 1991
Master of Business Administration (MBA), International Business
Rhodes College 1981 — 1985
Bachelor of Arts (BA), French Language and Literature
Allergy Science Labs May 2015 - Present
Rotary International November 2013 - Present
First Coast Health July 2014 - June 2015
SunTrust Robinson Humphrey January 2013 - July 2014
Duff & Phelps June 2011 - January 2013
Conversion Partners August 2010 - July 2011
Fordham University Student Managed Investment Fund ($1MM) September 2010 - May 2011
J.P. Morgan June 2010 - August 2010
Skills
Private Equity, Investment Banking, Mergers & Acquisitions, Investments, Financial Analysis, Valuation, Financial Modeling, Equities, Capital Markets, Healthcare, Community Outreach, Private Placements, Initial Public Offerings, Business Strategy, Corporate Development
Education
Fordham University 2007 — 2011
Bachelor of Science, Finance, Magna Cum Laude Distinction
Reporter Newspapers & Atlanta INtown August 2013 - Present
MPG Distributors LLC September 2009 - Present
State Industrial Products December 1999 - June 2009
Market Day 1992 - 1997
Bear Stearns 1985 - 1986
SunTrust Robinson Humphrey 1983 - 1985
Skills
Account Management, New Business Development, Key Account Management, Sales Management, Cold Calling, Sales, Event Planning, Fundraising, Management, Sales Presentations, Selling, Business Development, B2B, Marketing, Contract Negotiation, Budgets, Training, Lead Generation, Direct Sales, Marketing Strategy, Coaching, Sales Process, Team Building, Small Business, Email Marketing, Customer Service, Negotiation, Operations Management, Strategic Planning, Sales Operations, Strategic Partnerships, Social Media Marketing, Entrepreneurship, Strategy, Leadership, Forecasting
Education
Georgia Southern University 1978 — 1980
St. Pius X High School 1974 — 1978
Keefe, Bruyette & Woods 2002 - Present
SunTrust Robinson Humphrey 1997 - 2002
Skills
Portfolio Management, Valuation, Strategic Financial..., Venture Capital, Equity Research, Equities, Financial Modeling, Investments, Asset Management, Trading, Financial Analysis, Capital Markets, Bloomberg, Series 63, Financial Structuring, Financial Services, Mutual Funds, Series 7, Finance, Hedge Funds, Equity Valuation, Investment Banking, Alternative Investments, Risk Management, Securities, Private Equity, Corporate Finance, Derivatives, Bloomberg Terminal
Education
Washington and Lee University 1983 — 1987
Georgia State University
Robinson College of Business
SunTrust Robinson Humphrey June 2015 - Present
Vista Equity Partners May 2014 - August 2014
UBS Wealth Management October 2013 - April 2014
Aptean May 2013 - August 2013
P2 Energy Solutions June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Social Media, Public Speaking, English, Windows, Time Management
Education
Georgia Tech 2012 — 2016
Bachelor of Science (BS), Business Administration and Management, General
Calvary Episcopal Church February 2013 - Present
EARNEST Partners February 2005 - December 2012
SunTrust Robinson Humphrey June 1999 - February 2005
Education
Furman University 1995 — 1999
BA, Business Administration, Spanish
Edmunds White Partners LLC October 2013 - May 2015
Pinnacle Management Partners LLC April 2013 - December 2013
SunTrust Robinson Humphrey January 2011 - February 2013
Stephens Inc. February 2005 - January 2011
BB&T Capital Markets April 1997 - January 2005
Education
Georgia State University - J. Mack Robinson College of Business 1993 — 1994
MBA, Finance
University of Richmond - Robins School of Business 1988 — 1992
B.S.B.A., Finance
D.A. Davidson & Co. October 2010 - Present
Tenner Investment Research, LLC March 2009 - September 2010
SunTrust Robinson Humphrey January 2000 - April 2008
Lyon Credit Corporation 1997 - 1999
NatWest 1993 - 1996
Education
Georgia State University - J. Mack Robinson College of Business 1996 — 1997
MBA, Finance
University at Buffalo 1989 — 1993
BA, Geography
Abraham Lincoln High School 1985 — 1989
Cumberland Trust August 2008 - Present
JPMorgan Chase 2007 - 2008
SunTrust Robinson Humphrey 1996 - 2007
Education
Georgia State University - J. Mack Robinson College of Business
MBA, Business
Washington and Lee University 1992 — 1996
Commerce, Business, East Asian Studies
SunTrust Robinson Humphrey July 2013 - Present
Georgia State University: Robinson College of Business December 2012 - June 2013
Deparmentof Human Services-Family and Children Services October 2005 - August 2011
Skills
Qualitative Research, Microsoft Excel, Staff Development, Finance, Research, Project Management, Public Speaking, Market Research, Leadership, Non-profits, Financial Statement..., Cash Flow Management, Peer Mentoring, International Studies, Financial Accounting, Capital Budgeting, Capital Structure
Education
Georgia State University - J. Mack Robinson College of Business 2011 — 2013
MBA, Finance
The University of Georgia
B.S., Psychology
The University of Georgia
Bachelor of Arts (B.A.), Sociology
SunTrust Robinson Humphrey September 2014 - Present
Web.com February 2014 - September 2014
Web.com October 2012 - February 2014
Acosta Sales & Marketing April 2011 - October 2012
Acosta Sales & Marketing June 2009 - April 2011
Skills
Sales, Account Management, Marketing, Forecasting, Leadership Development, Online Marketing, Competitive Analysis
Education
Furman University 2005 — 2009
Bachelor of Arts, Business Management
NorthStar Realty Finance Corp. 2014 - Present
Partners Group 2011 - 2014
Redwood Trust 2008 - 2010
SunTrust Robinson Humphrey May 2006 - December 2007
Skills
Real Estate Private..., Asset Management, Investment Banking, Capital Markets
Education
New York University - Leonard N. Stern School of Business 2010 — 2013
MBA, Entrepreneurship, Management
Georgia State University - J. Mack Robinson College of Business 2002 — 2006
Finance
Yardi Systems 2006 - Present
Eagle Hospital Physicians 2005 - 2006
Ingenious Med 2003 - 2005
SunTrust Robinson Humphrey 1999 - 2003
Skills
Contract Negotiation, Project Management, Strategic Planning, Account Management, Training, Business Development, Real Estate, Business Analysis, Yardi Voyager, Early-stage Startups, Software Implementation..., Affordable Housing, Financial Analysis, Software Documentation, Management, Professional Services, Program Management, Sales, CRM, SaaS
Education
Georgia State University - J. Mack Robinson College of Business
MBA, Management
University of Florida
Bachelor of Science (BS), Finance, General
Imperial Capital, LLC June 2015 - August 2015
Georgia Tech Student Foundation Investments Committee August 2013 - May 2015
HSBC Private Bank June 2014 - August 2014
Georgia Tech Interfraternity Council January 2013 - December 2013
SunTrust Robinson Humphrey May 2013 - July 2013
Georgia Tech Student Foundation Investments Committee January 2013 - April 2013
Advocate Consulting, LLC May 2012 - August 2012
Georgia Youth Soccer Association 2005 - 2009
Skills
Financial Analysis, Microsoft Excel, Leadership, Research, PowerPoint, Teamwork, Python, Equity Valuation, Investment Management, Asset Allocation, Data Modeling, Equities, Fundamental Analysis, Bloomberg, Investment Advisory, Databases, SQL, S&P Capital IQ, Simio, Macroeconomics, Bloomberg Terminal, Equity Research
Education
Georgia Institute of Technology 2011 — 2015
Bachelor of Science, Industrial Engineering - Economic and Financial Systems
Alpharetta High School 2007 — 2011
College Preparatory, 4.0
Keefe, Bruyette & Woods August 2003 - March 2009
SunTrust Robinson Humphrey 2001 - 2003
EpicLearning 2001 - 2001
Fountainhead Ventures 2000 - 2001
Skills
Analysis, Banking, Capital Markets, Corporate Finance, Credit, Credit Risk, Financial Institutions, Financial Modeling, Financial Services, Microsoft Excel, Risk Management, Valuation
Education
Georgia Institute of Technology 1994 — 2000
BS
SunTrust Robinson Humphrey September 2006 - Present
SunTrust Bank June 2005 - September 2006
Skills
Derivatives, Fixed Income, Market Risk, Portfolio Management, Capital Markets, Bloomberg, Quantitative Finance, Credit Risk, Structured Products, Equities, Financial Modeling, Equity Derivatives, Interest Rate..., Credit Derivatives, Risk Management, Java, Microsoft Excel, VBA
Education
Georgia Institute of Technology 2003 — 2005
MS, Quantitative and Computational Finance
University of Oklahoma 1998 — 2003
BA, Mathematics
University of Oklahoma 1998 — 2003
BBA, Finance
SunTrust Robinson Humphrey 2010 - Present
Wells Fargo Securities February 2007 - August 2010
Long Beach Acceptance Corp 2006 - 2007
Skills
Capital Markets, Finance, Financial Analysis
Education
Georgetown University 2000 — 2004
SunTrust Robinson Humphrey February 2007 - Present
SunTrust July 1982 - February 2007
SunTrust Bank, Inc. 1982 - 2007
SunTrust Banks, Inc. 2005 - 2006
Bank of America September 1976 - July 1982
Skills
Program Management, Banking, Risk Management, Financial Analysis, Business Analysis, Process Improvement, Financial Modeling, Credit, Business Process..., Vendor Management, Mergers & Acquisitions, Finance, Portfolio Management, Analysis, Financial Risk
Education
Georgia State University 1982 — 1985
MBA, Information Systems
Indiana University Bloomington 1972 — 1976
BS, Accounting
Xerox State Healthcare, LLC August 2011 - January 2014
First Health Services August 2005 - September 2010
SunTrust Robinson Humphrey 1991 - 2005
Wheat First Butcher & Singer 1983 - 1991
Skills
Managed Care, Medicaid, Healthcare, Financial Analysis, Financial Modeling, HIPAA, Medicare, Process Improvement, Healthcare Information..., Strategic Planning, Executive Management, Healthcare Industry, Business Analysis, Analysis, Healthcare Management, Vendor Management, Health Insurance, Software Documentation, Team Building, Business Process...
Education
The College of William and Mary 1971 — 1975
BBA, Accounting
The College of William and Mary - The Mason School of Business 1971 — 1975
BBA, Accountimg
Georgia State University
MHA, Health Administration
Federal Reserve Bank of Richmond October 2013 - Present
SunTrust Bank August 2010 - October 2013
SunTrust Bank 2005 - 2010
SunTrust Robinson Humphrey 2004 - 2005
Skills
QRM, BlackRock, ADCO, MKMV Portfolio Manager, MBS, Bloomberg, Financial Institutions, Credit Analysis, Treasury Management, Interest Rate..., Banking, Economic Capital, Regulatory Capital, Credit, Liquidity, Risk Analysis, Risk Modeling, Commercial Banking, VAR, SAS, Quantitative Analytics, Derivatives, Basel III, Hedging
Education
Georgia Institute of Technology 2004 — 2005
MS, Quantitative and Computational Finance
Penn State University 2000 — 2002
MS, Computer Science
Federal Reserve Bank of Atlanta June 2013 - Present
SunTrust Robinson Humphrey June 2012 - August 2012
Crown Castle June 2007 - January 2012
Amano Cincinnati June 2005 - June 2007
Skills
Financial Modeling, Financial Analysis, Valuation, Bloomberg, VBA, Forecasting, Corporate Finance, Microsoft Excel, Portfolio Management, Business Analysis, Business Strategy, Project Management, SQL, Competitive Analysis, Data Analysis, Fixed Income, Management Consulting, Process Improvement, Financial Reporting, Strategic Planning, C++, R, SAS programming, Stata, Asset Management, Strategic Financial..., Business Planning, Investments, Analysis, Strategy, Quantitative Finance, VIX, Volatility Arbitrage, Interest Rate Swaps, Inflation Swaps, Inflation-indexed bond, Credit Risk, Bloomberg Terminal, Quantitative Analytics, Finance, Investment Banking, Risk Management, Derivatives
Education
Georgia Institute of Technology 2012 — 2013
MS, Quantitative and Computational Finance
Georgia Institute of Technology - Georgia Tech College of Management 2009 — 2013
MBA, Finance
Kennesaw State University - Michael J. Coles College of Business 2003 — 2005
Finance, Finance and Economics
Edward Jones October 2014 - Present
Capital One 2013 - October 2014
Capital One 2012 - 2013
ING DIRECT 2010 - 2012
ING Direct 2007 - 2010
ING DIRECT 2005 - 2007
Prudential Bank and Trust 2002 - 2004
SunTrust Robinson Humphrey 2000 - 2002
SunTrust Robinson Humphrey 1999 - 2000
Prudential Bank and Trust January 1996 - September 1999
Skills
Credit, Banking, Credit Analysis, Portfolio Management, Investments, Loans, Credit Risk, Economics, Integration, Financial Modeling, Strategy, Valuation, Financial Risk, Finance, Financial Services
Education
University of Georgia - Terry College of Business 1989 — 1993
Bachelor's Degree, Accounting and Finance
Georgia State University 1994 — 1996
Master's Degree, Finance
T-Systems June 2013 - Present
High Street Partners October 2009 - August 2012
Hewlett-Packard October 2002 - February 2009
Hewlett-Packard July 2000 - September 2002
Cap Gemini Ernst & Young December 1998 - January 2000
SunTrust Robinson Humphrey May 1995 - November 1998
Skills
Business Development, Operations Management, Greater China, Overseas, Bilingual, Venture Capital, Entity Formations, China Business..., Strategy, Outsourcing, Risk Management, Financial Modeling, Financial Analysis, International Business, Finance, Program Management, Leadership, Project Planning, Management, Professional Services, Human Resources, Sourcing
Education
Tianjin University 1985 — 1997
Master, Medical Equipment Engineering
Georgia Institute of Technology 1989 — 1994
PhD, Electical Engineering
Georgia Institute of Technology 1989 — 1994
PhD, Electrical Engineering
Emory Investment Management June 2013 - Present
Emory Investment Management December 2007 - June 2013
RidgeWorth Investments 2005 - 2007
SunTrust Robinson Humphrey 2003 - 2005
Education
Georgia State University - J. Mack Robinson College of Business 2006 — 2009
MBA, Finance
University of Tennessee-Knoxville 1997 — 2001
BS Business Administration, Finance
HSBC June 2012 - Present
SunTrust Robinson Humphrey May 2007 - June 2012
SunTrust Robinson Humphrey March 1999 - May 2007
Barnett Bank of Atlanta 1988 - 2003
Bank of America August 1988 - July 1997
Barnett Bank 1988 - 1993
Skills
Asset Based Lending, Middle Market, Financial Modeling, Corporate Finance, Private Equity, Financial Structuring, Portfolio Management, Capital Markets, Leveraged Finance, Structured Finance, Syndications, Credit Analysis, LBO, Mergers, Financial Analysis, Commercial Banking, Credit, Loans, Credit Risk, Commercial Lending, Loan Origination, Banking, Series 7, Finance, Underwriting, Mergers & Acquisitions
Education
Georgia State University - J. Mack Robinson College of Business 1989 — 1992
MBA, Finance
Kennesaw State University 1985 — 1988
BBA, Finance
SunTrust Robinson Humphrey July 2007 - Present
SunTrust Bank March 2006 - July 2007
SunTrust Bank March 2001 - March 2006
Skills
Banking, Credit, Loans, Risk Management, Portfolio Management, ACH, Commercial Banking, Branch Banking, Relationship Management, Process Improvement, Credit Cards, Financial Services, Commercial Lending, Retail Banking
Education
Georgia State University 1989 — 1994
Bachelor of Arts, Journalism
Brightstar Corp. July 2013 - Present
The Home Depot March 2013 - July 2013
SunTrust Robinson Humphrey May 2012 - November 2012
Bank of America Merrill Lynch June 2011 - May 2012
Bank of America Merrill Lynch July 2010 - June 2011
Bank of America Merrill Lynch June 2009 - August 2009
United Indian Student Alliance May 2008 - May 2009
Kubota Tractor Corporation June 2008 - December 2008
Statim Holdings, Inc 2008 - 2008
Sanders Financial Management December 2006 - August 2007
Skills
Fixed Income, Financial Modeling, Finance, Portfolio Management, Data Analysis, Investment Banking, Financial Analysis, Derivatives, Valuation, Bloomberg Terminal, Analysis, Hedge Funds, Access, Bloomberg, Investments, Auditing, Equities, Corporate Finance, Business Analytics, Analytics, Data Analytics, Quantitative Analytics, SQL, Microsoft SQL Server, T-SQL, Process Improvement, Business Analysis, Capital Markets, Microsoft Excel, Project Management
Education
Georgia Institute of Technology 2005 — 2009
Bachelor of Science, Industrial Engineering, Finance, Accounting
Citigroup July 2014 - Present
Management Leadership for Tomorrow May 2012 - Present
Citi June 2013 - August 2013
SunTrust Banks Inc. July 2010 - June 2012
SunTrust Robinson Humphrey May 2008 - July 2010
Citi May 2007 - August 2007
Jumpstart 2006 - 2007
Skills
Microsoft Office, Financial Modeling, Credit Analysis, Business Strategy, Capital Markets, Financial Analysis, Investment Banking, Financial Statement..., Investments, Finance, Banking
Education
Duke University - Fuqua School of Business 2012 — 2014
Master of Business Administration (MBA)
Morehouse College 2004 — 2008
BA, Finance, Minor in Economics
Georgia Southern University 2003 — 2004
Joint-Enrollment High School Diploma
Statesboro High School 2000 — 2004
Diploma
SunTrust Robinson Humphrey July 2014 - Present
H/2 Capital Partners November 2009 - April 2014
GE Asset Management July 2007 - October 2009
Skills
Hedge Funds, Securities, Investments, Fixed Income, Finance, Trading, CDS, Derivatives, Equities, Loans, Structured Products
Education
Georgia Institute of Technology 2015 — 2016
Master of Business Administration (MBA), International/Global Studies
Western Connecticut State University 2005 — 2007
BBA, Finance
Nassau Community College 2002 — 2004
AA, General Studies
HealthSouth June 2014 - Present
SunTrust Robinson Humphrey April 2012 - May 2014
SunTrust Robinson Humphrey July 2010 - March 2012
Avondale Partners September 2007 - July 2010
Skills
Valuation, Investment Banking, Equity Valuation, Financial Modeling, Financial Analysis, Equities, Corporate Finance, Mergers & Acquisitions, Private Equity, Equity Research, Business Strategy, Debt & Equity Financing, Healthcare, Due Diligence, Finance, Capital Markets, Analysis
Education
Furman University 2003 — 2007
BA, Economics
SunTrust Robinson Humphrey 2008 - Present
SunTrust Robinson Humphrey 2006 - 2008
Arch Capital Group, Inc. 2002 - 2006
KPMG Corporate Finance LLC 2000 - 2002
SunTrust Robinson Humphrey 1998 - 2000
ABN AMRO 1994 - 1998
Skills
Capital Markets, Portfolio Management, Banking, Equities, Fixed Income, Credit Analysis, Derivatives, Debt, Healthcare Industry, Foreign Exchange, Regulatory Affairs, Equity Research, International Banking..., Mergers & Acquisitions, Fixed Income Portfolio..., Credit, Credit Risk, Counterparty Risk, Risk Management, Corporate Finance, Financial Analysis, Valuation
Education
Georgia State University 1991 — 1993
Master of Business Administration (MBA), Finance, General
University of Georgia - Terry College of Business 1987 — 1991
Bachelor of Business Administration (B.B.A.), Finance, General
crestwood 1983 — 1987
SunTrust Robinson Humphrey Managing DirectorSunTrust Robinson HumphreyFebruary 2004 - Present
SunTrust Robinson Humphrey March 1998 - February 2004
Bank of America February 1993 - February 1998
Trust Company Bank February 1986 - February 1993
Education
Georgia State University - J. Mack Robinson College of Business 1986 — 1989
Master of Business Administration (M.B.A.), Finance
The University of Georgia 1981 — 1985
Bachelor of Business Administration (B.B.A.), Finance
Canaccord Genuity Inc. March 2015 - Present
SunTrust Robinson Humphrey May 2003 - October 2014
UBS / PaineWebber (pre-merger) August 1994 - August 2002
NationsBank 1992 - August 1994
Morgan Keegan & Co. December 1986 - December 1987
Merrill Lynch August 1984 - October 1986
Skills
Capital Markets, Equities, Hedge Funds, Bloomberg, Alternative Investments, Equity Research, Series 7, Trading, Investments, Securities, Asset Management, Finance, Financial Modeling, Valuation
Education
Georgetown University 1989 — 1991
Master of Business Administration (MBA)
Tulane University 1980 — 1984
Bachelor of Science in Management (BSM), Finance
SunTrust Bank July 2011 - Present
SunTrust Robinson Humphrey November 2004 - 2011
SunTrust Robinson Humphrey July 1999 - November 2004
SunTrust Capital Markets November 1994 - July 1999
Suntrust Equitable Securities 1994 - 1999
EIS November 1992 - October 1994
Education
Clayton State University 1995 — 1998
Business Administration - Marketing/Communications
Georgia Perimeter College 1993 — 1995
Associate, Computer Programming
Georgia Perimeter College 1991 — 1993
Technical Applied Science, Computer Programming
SunTrust Robinson Humphrey March 2015 - Present
SunTrust Robinson Humphrey July 2007 - March 2015
Skills
Capital Markets, Financial Modeling, Bloomberg, Valuation, Investment Banking, Equities, Fixed Income, Derivatives, Asset Management, Private Equity, Business Valuation, Corporate Finance, Equity Research, Hedge Funds, Alternative Investments, LBO, DCF
Education
Georgia Institute of Technology 2009 — 2012
MBA
Georgia Institute of Technology 1997 — 2003
MGT
SunTrust Robinson Humphrey September 2006 - Present
SunTrust Robinson Humphrey January 2000 - September 2006
Bank of Montreal January 1996 - January 2000
Bank of Montreal May 1994 - January 1996
Citigroup May 1989 - April 1994
Continental Illinois National Bank August 1985 - May 1989
Skills
Capital Markets, Leveraged Finance, High Yield, Syndications, Financial Structuring, Middle Market, Investment Banking, Structured Finance, Fixed Income, Credit Analysis, Corporate Finance, Structured Products, Loan Origination, Bonds, Financial Modeling, Valuation, Private Equity, Private Placements, LBO, Portfolio Management
Education
University of Virginia - Darden Graduate School of Business Administration 1983 — 1985
MBA
Georgetown University
AB, Economics, Government
SunTrust Robinson Humphrey April 2015 - Present
SunTrust Robinson Humphrey February 2002 - April 2015
Lockheed Martin May 1999 - September 2001
Lithonia Lighting December 1995 - May 1999
Skills
Disaster Recovery, Telecommunications, Account Management, Network Administration, Troubleshooting, Networking, Customer Service, Business Intelligence, Solution Architecture, Storage, Management
Education
Georgia State University 1991 — 1995
BBA, CIS
J.J. Chambers & Co. November 1976 - Present
J. J. Chambers & Co, Inc. 1976 - Present
SunTrust Robinson Humphrey January 1966 - October 1976
Education
Georgia State University 1965 — 1969
Kindred at Home October 2013 - Present
Gentiva Health Services January 2012 - October 2013
Church Street Health Management December 2007 - December 2011
Hanger Orthopedic Group January 2006 - November 2007
Hanger Orthopedic Group June 1998 - June 2006
SunTrust Robinson Humphrey April 1995 - June 1998
Education
Georgia State University - J. Mack Robinson College of Business 1997 — 2000
MBA, Business
Georgia Southern University - College of Business Administration 1991 — 1995
BBA, Finance
Buckhead Investment Partners 2011 - Present
CSP Advisors, LLC 2002 - Present
SunTrust Robinson Humphrey 1998 - 2002
Arthur Andersen LLP 1993 - 1996
Skills
Private Equity, Investments, Strategic Financial..., Financial Modeling, Mergers & Acquisitions, Financial Analysis
Education
Georgetown University - The McDonough School of Business 1996 — 1998
MBA, Finance
University of Georgia - Terry College of Business 1989 — 1993
BBA, Accounting
SunTrust Robinson Humphrey July 2011 - Present
UNC's Kenan-Flagler Business School August 2009 - May 2011
Lazard Middle Market June 2010 - August 2010
Deloitte Consulting August 2006 - July 2009
BearingPoint 2006 - 2009
Great American Restaurants 2005 - 2006
Great American Restaurants 2005 - 2006
Coastal Flats 2004 - 2006
Skills
Valuation, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Management Consulting, Business Development, Analysis, Emerging Markets, Budgets, Corporate Finance, Due Diligence, Investment Banking, Private Equity, Management, Business Valuation, DCF
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA, Finance and Real Estate
George Mason University 2003 — 2006
Bachelor of Science, Finance
Lake Braddock
SunTrust Robinson Humphrey May 2008 - Present
Bank of America May 2004 - May 2008
KDA Holdings Inc. May 2000 - May 2004
Lifesigns September 1997 - March 2000
Bank of America May 1991 - August 1997
Skills
Investment Banking, Capital Markets, Private Equity, Corporate Finance, Mergers, Financial Modeling, Valuation, Private Placements, Credit Analysis, LBO, Due Diligence, Financial Structuring, Middle Market, Equities, Leveraged Finance, Mergers & Acquisitions, M&A experience, Business Valuation, Venture Capital
Education
Vanderbilt University - Owen Graduate School of Management 1995 — 1997
MBA, Finance, General
Furman University 1987 — 1991
BA, Business Administration
Dunwoody High 1984 — 1987
SunTrust Bank June 2006 - Present
SunTrust Robinson Humphrey November 2000 - June 2006
Skills
Capital Markets, Series 7, Equities, Series 63, Securities, Bloomberg
Education
Georgia Institute of Technology 1996 — 2000
International Affairs/Modern Language
SunTrust Robinson Humphrey April 2015 - Present
SunTrust Bank September 2012 - April 2015
Energy Consulting Group January 2009 - September 2012
PG&E May 2008 - August 2008
Booz & Company February 2007 - July 2007
Skills
Quantitative Finance, Monte Carlo Simulation, Commodity Trading, Risk Management, Fixed Income
Education
Georgia Institute of Technology 2007 — 2008
Master, Quantitative and Computational Finance
Shanghai Jiao Tong University 2003 — 2007
Bachelor, Mathematics
SunTrust Robinson Humphrey January 2015 - Present
SunTrust Robinson Humphrey April 2012 - January 2015
Bank of America June 2010 - March 2012
Education
Furman University 2006 — 2010
BA, Business Administration
W.R. Grace & Co. September 2011 - Present
SunTrust Robinson Humphrey July 2007 - September 2011
Wells Fargo July 2005 - July 2007
Skills
Financial Modeling, Valuation, Business Strategy, DCF, Business Development, Mergers & Acquisitions, Investment Banking, Competitive Analysis, MBS, Sell Side, Corporate Finance, Due Diligence, Industry Analysis, Industry Research, Competitive Intelligence, Corporate Development, Overseas Experience, Global Strategy, Chemical Industry
Education
Georgetown University - The McDonough School of Business 2010 — 2013
Master of Business Administration
University of Maryland - Robert H. Smith School of Business 2001 — 2005
Bachelor of Science
SunTrust Robinson Humphrey AVP/SBA SupervisorSunTrust Capital Markets2004 - Present
SunTrust Enterprises Services September 1998 - October 2003
Education
Southern Trust School 1995 — 1997
Trust Adminstration, Finance, Estate Planning, Tax Law
Georgia State University - J. Mack Robinson College of Business 1980 — 1986
BA, Economics
SunTrust Robinson Humphrey April 2015 - Present
SunTrust Robinson Humphrey August 2004 - Present
SunTrust Banks, Inc. 2002 - 2004
Skills
Portfolio Management, Financial Modeling, Finance, Risk Management, Credit, Financial Analysis, Financial Services, Capital Markets, Project Management
Education
Georgia State University - J. Mack Robinson College of Business 2004 — 2007
MBA
Georgia State University 1997 — 1999
Bachelor of Finance
Oglethorpe University 1995 — 1997
Bachelor of Business Administration (B.B.A.)
SunTrust Robinson Humphrey May 2014 - Present
Morgan Stanley October 2013 - May 2014
UBS Investment Bank July 2013 - September 2013
UBS Investment Bank July 2010 - June 2013
UBS Investment Bank June 2009 - August 2009
Sponsors for Educational Opportunity 2009 - 2009
Skills
Valuation, Data Analysis, Corporate Finance, Financial Modeling, Investment Banking, Capital Markets, Private Equity, LBO, Bloomberg, Banking, Equities, Financial Analysis, Microsoft Office, Due Diligence
Education
Georgia Institute of Technology 2007 — 2010
Bachelor of Science (B.S.), Industrial & Systems Engineering
CIT Group, Inc. 2011 - Present
SunTrust Robinson Humphrey 2010 - February 2011
CIT 2005 - 2009
ING Capital 2002 - 2005
ABN AMRO 1999 - 2002
ING Barings 1989 - 1999
Education
Fordham University 1996 — 1998
MBA, International Finance
Gettysburg College 1983 — 1987
BA, German
SunTrust Robinson Humphrey March 2014 - Present
SunTrust Robinson Humphrey January 2012 - March 2014
SunTrust Robinson Humphrey June 2010 - January 2012
Ryder Supply Chain Solutions June 2008 - June 2010
Piedmont Hospital April 2007 - December 2007
Swingvote January 2007 - September 2007
Kara Construction May 2006 - February 2007
TRUSS TECH INDUSTRIES June 2004 - January 2005
Skills
Investment Banking, Capital Markets, Six Sigma, Financial Analysis, Risk Management, Portfolio Management, Credit, Financial Reporting, Data Analysis, Middle Office, Supply Chain Management, Corporate Finance, Credit Risk, Analytics, Front Office, Payments, Account Reconciliation, Supply Chain, Industrial Engineering, Fixed Income, Fixed Income Analysis, FX Derivatives, Interest Rate..., Microsoft Office, VBA, SQL, Analysis, Trading, Cross-functional Team...
Education
Georgia Institute of Technology 2003 — 2007
Bachelor of Science (B.S.), Industrial and System Engineer
SunTrust Robinson Humphrey June 2014 - Present
Georgia Tech Football June 2009 - May 2014
Georgia Tech Athletic Association January 2013 - January 2014
SunTrust Robinson Humphrey May 2013 - July 2013
Northwestern Mutual May 2012 - August 2012
Chick-fil-A May 2011 - August 2011
Skills
Leadership, Research, Data Analysis, Teamwork, Microsoft Excel, Sales, Finance, PowerPoint, Microsoft Word, Microsoft Office, Public Speaking, Time Management, Social Media, Spanish, Facebook, Fundraising, Financial Analysis, Customer Service, Marketing, Financial Modeling, Team Leadership, Event Planning, Strategic Planning, Series 7, Series 63
Education
CFA Institute 2015 — 2016
2016 Level II Candidate in the CFA Program, Passed Level I
Georgia Institute of Technology 2014 — 2016
Masters of Business Administration (MBA) Candidate
Georgia Institute of Technology 2009 — 2013
Bachelor of Science in Business Administration (B.S.B.A), Finance
Farragut High School 2005 — 2009
Federal Reserve Board January 2014 - Present
Federal Reserve Bank of New York October 2011 - January 2014
Federal Reserve Bank of Atlanta April 2009 - October 2011
SunTrust Robinson Humphrey August 2007 - February 2009
Bank of America July 2004 - July 2007
Skills
Capital Markets, Derivatives, Liquidity, Risk Management, Recovery and Resolution, Secured Funding, Financial Institutions, Fixed Income
Education
Georgia Tech 2000 — 2004
J.P. Morgan March 2015 - Present
SunTrust Robinson Humphrey January 2014 - March 2015
Boenning & Scattergood, Inc. May 2012 - December 2013
Skills
Series 7, 63, 86, and 87, Financial Analysis, Financial Modeling, Equity Research, Equity Capital Markets, Bloomberg, Equities, Bloomberg Terminal, Valuation, Series 7
Education
Franklin & Marshall College 2007 — 2011
Government
The Episcopal Academy 2004 — 2007
CHILDS Advisory Partners 2009 - Present
SunTrust Robinson Humphrey July 1984 - February 2009
Rotan Mosle July 1981 - June 1984
SunTrust Bank September 1969 - June 1979
Skills
Acquisitions, Finance, Financial Modeling, Venture Capital, Corporate Development, Bloomberg, Investments, DCF
Education
Darden Business School 1979 — 1981
Masters, Business Administration and Management, General
Georgia Institute of Technology 1964 — 1969
Bachelor of Science (BS), Industrial Management
Pfizer January 2013 - October 2014
Mizuho Securities USA Inc. September 2011 - August 2012
SunTrust Robinson Humphrey June 2006 - August 2011
Skills
Investment Banking, Valuation, LBO, Capital Markets, Financial Modeling, Bloomberg, DCF, Equities, Fixed Income, Corporate Finance, Finance, Series 7, Investments, Financial Analysis
Education
Georgia Institute of Technology 2002 — 2006
BS, Management
Raymond James Financial Inc. April 2012 - Present
SunTrust Robinson Humphrey April 1995 - November 2011
UBS Securities Co., Ltd November 1991 - October 1994
Morgan Stanley Investment Management January 1988 - November 1991
Skills
Fixed Income, Marketing, Asset Management, Financial Analysis, Loans, Credit, Banking, Business Development, Competitive Analysis, Strategic Planning, Due Diligence, Risk Management
Education
Fordham University - Graduate School of Business Administration 1990 — 1992
mba, finance
Fordham University 1984 — 1987
BA, Business
SunTrust Robinson Humphrey February 2000 - Present
Education
Georgia State University - J. Mack Robinson College of Business 2000 — 2002
Master of Business Administration (MBA), Finance
Wesleyan College 1993 — 1997
Bachelor of Arts (BA), Biology/Mathematics
Renova Partners, LLC December 2009 - Present
SunTrust Robinson Humphrey 1969 - 2009
Skills
Private Equity
Education
Georgia State University 1974 — 1976
Masters, Finance, General
The University of Georgia 1962 — 1966
BS, Economics