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
SunTrust Robinson Humphrey List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at SunTrust Robinson Humphrey. You can filter them based on skills, years of employment, job, education, department, and prior employment.
SunTrust Robinson Humphrey Salaries. You can even request information on how much does SunTrust Robinson Humphrey pay if you want to. Learn about salaries, pros and cons of working for SunTrust Robinson Humphrey directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
1,453 SunTrust Robinson Humphrey employees in database. Find out everything there's to know about SunTrust Robinson Humphrey employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
SunTrust Robinson Humphrey Employees
Employee
Years
Job
Industry
Thomas Sigle Thomas Sigle's SunTrust Robinson Humphrey Experience May 2014 - March 2015
Job M&A Investment Banking Analyst
Industry Financial Services
Experience
BMO Capital Markets March 2015 - Present
SunTrust Robinson Humphrey May 2014 - March 2015
CBOE May 2013 - July 2013
Bridgeview Bank Group December 2012 - May 2013
Loyola University Chicago August 2011 - December 2012
Morgan Stanley Wealth Management April 2011 - December 2012
SCF Securities, Inc. July 2010 - January 2011
Skills
Financial Analysis, Financial Modeling, Portfolio Management, Economics, Research, Quantitative Analytics, Stata, Econometrics, Risk Management, SAS, Bloomberg, Investment Banking, Valuation, SPSS, Data Analysis
Education
Vanderbilt University - Owen Graduate School of Management
Master of Science in Finance
Loyola University Chicago
Bachelor of Arts (B.A.), Economics, 3.99 / 4.0
BMO Capital Markets March 2015 - Present
SunTrust Robinson Humphrey May 2014 - March 2015
CBOE May 2013 - July 2013
Bridgeview Bank Group December 2012 - May 2013
Loyola University Chicago August 2011 - December 2012
Morgan Stanley Wealth Management April 2011 - December 2012
SCF Securities, Inc. July 2010 - January 2011
Skills
Financial Analysis, Financial Modeling, Portfolio Management, Economics, Research, Quantitative Analytics, Stata, Econometrics, Risk Management, SAS, Bloomberg, Investment Banking, Valuation, SPSS, Data Analysis
Education
Vanderbilt University - Owen Graduate School of Management
Master of Science in Finance
Loyola University Chicago
Bachelor of Arts (B.A.), Economics, 3.99 / 4.0
Kip Caffey Kip Caffey's SunTrust Robinson Humphrey Experience 2001 - 2004
Job Independent Financial Services Executive
Industry Investment Banking
Experience
Seeking Next Opportunity July 2015 - Present
Cary Street Partners January 2015 - June 2015
Cary Street Partners, LLC April 2009 - January 2015
Cary Street Partners July 2004 - April 2009
SunTrust Robinson Humphrey 2001 - 2004
The Robinson Humphrey Company 1999 - 2001
J. C. Bradford & Co. 1981 - 1999
Skills
Investment Banking, Corporate Finance, Wealth Management, Mergers, Valuation, Financial Modeling, Investments, Equities, Asset Managment, Series 7, Series 24
Education
Harvard Business School 1978 — 1980
MBA
University of Virginia 1973 — 1977
Bachelor of Arts (BA), Religious Studies
Seeking Next Opportunity July 2015 - Present
Cary Street Partners January 2015 - June 2015
Cary Street Partners, LLC April 2009 - January 2015
Cary Street Partners July 2004 - April 2009
SunTrust Robinson Humphrey 2001 - 2004
The Robinson Humphrey Company 1999 - 2001
J. C. Bradford & Co. 1981 - 1999
Skills
Investment Banking, Corporate Finance, Wealth Management, Mergers, Valuation, Financial Modeling, Investments, Equities, Asset Managment, Series 7, Series 24
Education
Harvard Business School 1978 — 1980
MBA
University of Virginia 1973 — 1977
Bachelor of Arts (BA), Religious Studies
Caroline Barry Caroline Barry's SunTrust Robinson Humphrey Experience September 2002 - July 2012
Job SVP Portfolio Management Team Lead at SunTrust Bank
Industry Banking
Experience
SunTrust Bank January 2014 - Present
Regions Financial Corporation 2012 - February 2013
SunTrust Robinson Humphrey September 2002 - July 2012
Barclays Capital 1987 - 1993
Skills
Investment Banking, Credit Risk, Credit, Banking, Portfolio Management, Financial Modeling, Corporate Finance, Financial Structuring, Structured Finance, Fixed Income, Loans, Commercial Banking, Valuation, Financial Analysis, Syndications, Series 7, Risk Management, Loan Origination, Asset Management, Equities, Finance
Education
Marymount University
MBA, Finance
University of Massachusetts, Amherst
Bachelor of Arts (B.A.), Economics
SunTrust Bank January 2014 - Present
Regions Financial Corporation 2012 - February 2013
SunTrust Robinson Humphrey September 2002 - July 2012
Barclays Capital 1987 - 1993
Skills
Investment Banking, Credit Risk, Credit, Banking, Portfolio Management, Financial Modeling, Corporate Finance, Financial Structuring, Structured Finance, Fixed Income, Loans, Commercial Banking, Valuation, Financial Analysis, Syndications, Series 7, Risk Management, Loan Origination, Asset Management, Equities, Finance
Education
Marymount University
MBA, Finance
University of Massachusetts, Amherst
Bachelor of Arts (B.A.), Economics
Amanda Steinback Amanda Steinback's SunTrust Robinson Humphrey Experience June 2014 - August 2014
Job Incoming Investment Banking Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan August 2015 - Present
J.P. Morgan June 2015 - July 2015
SunTrust Robinson Humphrey June 2014 - August 2014
Old National Bank May 2013 - August 2013
Statham Allega and Jessen, LLP May 2012 - August 2012
Jan's School of Dance August 2009 - June 2012
Skills
Microsoft Excel, Leadership, PowerPoint, Data Analysis, Organization, Time Management, Teamwork, Research
Education
Indiana University - Kelley School of Business 2012 — 2016
Bachelor's Degree, Finance
Francis Joseph Reitz High School 2009 — 2012
High School, Class of 2012 Valedictorian
J.P. Morgan August 2015 - Present
J.P. Morgan June 2015 - July 2015
SunTrust Robinson Humphrey June 2014 - August 2014
Old National Bank May 2013 - August 2013
Statham Allega and Jessen, LLP May 2012 - August 2012
Jan's School of Dance August 2009 - June 2012
Skills
Microsoft Excel, Leadership, PowerPoint, Data Analysis, Organization, Time Management, Teamwork, Research
Education
Indiana University - Kelley School of Business 2012 — 2016
Bachelor's Degree, Finance
Francis Joseph Reitz High School 2009 — 2012
High School, Class of 2012 Valedictorian
Jennalee Rickoff's SunTrust Robinson Humphrey Experience July 2015 - Present
Job Corporate Banking Analyst at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey July 2015 - Present
SunTrust Robinson Humphrey July 2013 - June 2015
LogosExpress December 2010 - June 2013
Ginovus May 2012 - August 2012
Children's Resource Group August 2007 - June 2009
Skills
Microsoft Excel, Microsoft Access, Access, Staff Management, Team Building, Analysis, Financial Analysis
Education
Indiana University - Kelley School of Business 2009 — 2013
Bachelor of Science, Finance and Accounting
SunTrust Robinson Humphrey July 2015 - Present
SunTrust Robinson Humphrey July 2013 - June 2015
LogosExpress December 2010 - June 2013
Ginovus May 2012 - August 2012
Children's Resource Group August 2007 - June 2009
Skills
Microsoft Excel, Microsoft Access, Access, Staff Management, Team Building, Analysis, Financial Analysis
Education
Indiana University - Kelley School of Business 2009 — 2013
Bachelor of Science, Finance and Accounting
Grant Rutledge's SunTrust Robinson Humphrey Experience July 2005 - May 2008
Job President at BCP Group P&O Clinics
Industry Hospital & Health Care
Experience
BCP Group June 2012 - Present
Bain & Company 2011 - 2011
Arcapita Inc. July 2008 - June 2010
SunTrust Robinson Humphrey July 2005 - May 2008
Skills
Private Equity, Management, Due Diligence, Strategy, Financial Modeling, Venture Capital, Financial Services, Financial Analysis, Mergers & Acquisitions, Healthcare
Education
Harvard Business School 2010 — 2012
MBA, General Management
The University of Georgia 2001 — 2005
BBA, Finance
BCP Group June 2012 - Present
Bain & Company 2011 - 2011
Arcapita Inc. July 2008 - June 2010
SunTrust Robinson Humphrey July 2005 - May 2008
Skills
Private Equity, Management, Due Diligence, Strategy, Financial Modeling, Venture Capital, Financial Services, Financial Analysis, Mergers & Acquisitions, Healthcare
Education
Harvard Business School 2010 — 2012
MBA, General Management
The University of Georgia 2001 — 2005
BBA, Finance
Nicholas Rolf's SunTrust Robinson Humphrey Experience July 2012 - Present
Job Associate Corporate & Investment Banking
Industry Investment Banking
Experience
SunTrust Robinson Humphrey July 2012 - Present
SunTrust Robinson Humphrey August 2011 - July 2012
SunTrust Robinson Humphrey June 2010 - July 2011
Skills
Banking, Financial Analysis, Financial Modeling, Credit Analysis, Legal & Documentation, Valuation, Investment Banking, Corporate Finance, Microsoft Excel, Capital Markets, Due Diligence, Mergers, Credit, Financial Structuring, Credit Risk, Structured Finance, Series 7, LBO, Business Valuation
Education
Indiana University—Purdue University Fort Wayne 2004 — 2010
Business, Finance & Economics
SunTrust Robinson Humphrey July 2012 - Present
SunTrust Robinson Humphrey August 2011 - July 2012
SunTrust Robinson Humphrey June 2010 - July 2011
Skills
Banking, Financial Analysis, Financial Modeling, Credit Analysis, Legal & Documentation, Valuation, Investment Banking, Corporate Finance, Microsoft Excel, Capital Markets, Due Diligence, Mergers, Credit, Financial Structuring, Credit Risk, Structured Finance, Series 7, LBO, Business Valuation
Education
Indiana University—Purdue University Fort Wayne 2004 — 2010
Business, Finance & Economics
Alicia Platek Alicia Platek's SunTrust Robinson Humphrey Experience July 2013 - Present
Job Ratings Advisory Associate at SunTrust Robinson Humphrey
Industry Banking
Experience
SunTrust Robinson Humphrey July 2013 - Present
SunTrust Bank March 2012 - July 2013
Bank of America June 2011 - July 2012
Bank of America June 2010 - October 2011
Bank of America June 2009 - June 2010
Eaton Corporation June 2007 - August 2007
Education
Miami University 2005 — 2009
B.S, Finance
SunTrust Robinson Humphrey July 2013 - Present
SunTrust Bank March 2012 - July 2013
Bank of America June 2011 - July 2012
Bank of America June 2010 - October 2011
Bank of America June 2009 - June 2010
Eaton Corporation June 2007 - August 2007
Education
Miami University 2005 — 2009
B.S, Finance
Almedina Palic's SunTrust Robinson Humphrey Experience August 2014 - Present
Job Investment Banking Analyst at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey August 2014 - Present
Bank of America Merrill Lynch June 2013 - August 2013
J.P. Morgan November 2012 - November 2012
Eli Lilly and Company May 2012 - July 2012
Education
Indiana University - Kelley School of Business 2010 — 2014
Bachelor of Science (B.S.), Finance
SunTrust Robinson Humphrey August 2014 - Present
Bank of America Merrill Lynch June 2013 - August 2013
J.P. Morgan November 2012 - November 2012
Eli Lilly and Company May 2012 - July 2012
Education
Indiana University - Kelley School of Business 2010 — 2014
Bachelor of Science (B.S.), Finance
Kwamena Amissah's SunTrust Robinson Humphrey Experience May 2013 - July 2013
Job Howard University Alum
Industry Information Services
Experience
Nielsen July 2014 - Present
SunTrust Robinson Humphrey May 2013 - July 2013
Chrysler May 2012 - August 2012
Skills
Microsoft Office, Supply Chain Management, PowerPoint, Microsoft Word, Leadership, Microsoft Excel, Competitive Analysis, Access, Due Diligence, Finance, Financial Analysis, Research, Social Networking, Teamwork
Education
Howard University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Nielsen July 2014 - Present
SunTrust Robinson Humphrey May 2013 - July 2013
Chrysler May 2012 - August 2012
Skills
Microsoft Office, Supply Chain Management, PowerPoint, Microsoft Word, Leadership, Microsoft Excel, Competitive Analysis, Access, Due Diligence, Finance, Financial Analysis, Research, Social Networking, Teamwork
Education
Howard University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Sunil Padacheril's SunTrust Robinson Humphrey Experience June 2014 - August 2014
Job Uprising Business Professional
Industry Financial Services
Experience
Jeunesse Global September 2013 - May 2015
SunTrust Robinson Humphrey June 2014 - August 2014
Phi Kappa Sigma International Fraternity August 2013 - May 2014
Vignani Private Technologies Limited May 2013 - June 2013
Kelley School of Business February 2012 - December 2012
Cell Works May 2010 - July 2010
Skills
Financial Modeling, PowerPoint, Bloomberg, Microsoft Word, Business Analysis, Finance, Management, Analysis, Forecasting, Process Improvement, Mergers & Acquisitions, Corporate Finance, Research, Marketing, Financial Analysis, Due Diligence, Data Analysis, Investment Banking, Access, Entrepreneurship
Education
Indiana University - Kelley School of Business 2012 — 2015
Bachelor of Science, Business; s; Finance
The International School 2009 — 2011
International Baccalaureate, Economics
Jeunesse Global September 2013 - May 2015
SunTrust Robinson Humphrey June 2014 - August 2014
Phi Kappa Sigma International Fraternity August 2013 - May 2014
Vignani Private Technologies Limited May 2013 - June 2013
Kelley School of Business February 2012 - December 2012
Cell Works May 2010 - July 2010
Skills
Financial Modeling, PowerPoint, Bloomberg, Microsoft Word, Business Analysis, Finance, Management, Analysis, Forecasting, Process Improvement, Mergers & Acquisitions, Corporate Finance, Research, Marketing, Financial Analysis, Due Diligence, Data Analysis, Investment Banking, Access, Entrepreneurship
Education
Indiana University - Kelley School of Business 2012 — 2015
Bachelor of Science, Business; s; Finance
The International School 2009 — 2011
International Baccalaureate, Economics
Erin Kemp Erin Kemp's SunTrust Robinson Humphrey Experience January 2014 - Present
Job CIB Program Development Specialist at SunTrust Robinson Humphrey
Industry Banking
Experience
SunTrust Robinson Humphrey January 2014 - Present
Georgia-Pacific Professional May 2013 - January 2014
Georgia Theatre Entertainment Group January 2013 - May 2013
University of South Carolina May 2012 - August 2012
University of Georgia August 2011 - April 2012
Skills
Event Planning, Microsoft Office, Microsoft Excel, Social Media, Analysis, Time Management, Facebook, Leadership, Social Networking, Teamwork, Public Speaking, Budgets, Customer Service, Project Management, Program Management, Event Management, Contract Negotiation, Fundraising, Corporate Events, Program Development
Education
University of Georgia - Terry College of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Banking and Finance
John Cabot University 2012 — 2012
Study Abroad-Rome, Italy, International Marketing
SunTrust Robinson Humphrey January 2014 - Present
Georgia-Pacific Professional May 2013 - January 2014
Georgia Theatre Entertainment Group January 2013 - May 2013
University of South Carolina May 2012 - August 2012
University of Georgia August 2011 - April 2012
Skills
Event Planning, Microsoft Office, Microsoft Excel, Social Media, Analysis, Time Management, Facebook, Leadership, Social Networking, Teamwork, Public Speaking, Budgets, Customer Service, Project Management, Program Management, Event Management, Contract Negotiation, Fundraising, Corporate Events, Program Development
Education
University of Georgia - Terry College of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Banking and Finance
John Cabot University 2012 — 2012
Study Abroad-Rome, Italy, International Marketing
Tim O'Leary Tim O'Leary's SunTrust Robinson Humphrey Experience January 2012 - Present
Job Managing Director at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey January 2012 - Present
SunTrust Robinson Humphrey July 2010 - January 2012
SunTrust Robinson Humphrey October 2005 - July 2010
SunTrust Robinson Humphrey June 2000 - October 2005
Georgia Tech Football March 1996 - August 1998
SunTrust Bank March 1995 - March 1996
Skills
Capital Markets, Investment Banking, Leveraged Finance, Syndications, Finance, Loan Origination, Financial Services, Financial Modeling, LBO, Valuation, High Yield
Education
Indiana University - Kelley School of Business 1998 — 2000
MBA, Finance
Northern Arizona University 1992 — 1994
BS, Finance
Georgia Institute of Technology - Georgia Tech College of Management 1990 — 1992
Transfer, Engineering
SunTrust Robinson Humphrey January 2012 - Present
SunTrust Robinson Humphrey July 2010 - January 2012
SunTrust Robinson Humphrey October 2005 - July 2010
SunTrust Robinson Humphrey June 2000 - October 2005
Georgia Tech Football March 1996 - August 1998
SunTrust Bank March 1995 - March 1996
Skills
Capital Markets, Investment Banking, Leveraged Finance, Syndications, Finance, Loan Origination, Financial Services, Financial Modeling, LBO, Valuation, High Yield
Education
Indiana University - Kelley School of Business 1998 — 2000
MBA, Finance
Northern Arizona University 1992 — 1994
BS, Finance
Georgia Institute of Technology - Georgia Tech College of Management 1990 — 1992
Transfer, Engineering
Robert L Mayweather's SunTrust Robinson Humphrey Experience July 2003 - December 2007
Job Maymacs Inc./Healthcare Consortium LLC
Industry Hospital & Health Care
Experience
Maymacs Inc. March 2008 - Present
SunTrust Robinson Humphrey July 2003 - December 2007
Wells Fargo Advisors . (Formerly A.G. Edwards & Sons) August 2000 - June 2003
Skills
Medical Sales, Bond Markets, Diagnostic Ultrasound, Medical Devices, Financial Services, neurological sales, Specialty Pharma, Investments, Entrepreneurship, Healthcare, Management, CRM, Sales, Banking, Strategy, New Business Development, Insurance, Executive Management, Fixed Income, Finance, Healthcare Industry, Management Consulting, Customer Service, Strategic Planning, Public Speaking, Leadership, Program Management, Team Building
Education
Howard University
Bachelor of Business Administration (BBA)
American Institute of Medical Sales (AIMS) - now Medical Sales College 2009 — 2010
Orthopedic Trauma and Upper/Lower Extremity Program
Maymacs Inc. March 2008 - Present
SunTrust Robinson Humphrey July 2003 - December 2007
Wells Fargo Advisors . (Formerly A.G. Edwards & Sons) August 2000 - June 2003
Skills
Medical Sales, Bond Markets, Diagnostic Ultrasound, Medical Devices, Financial Services, neurological sales, Specialty Pharma, Investments, Entrepreneurship, Healthcare, Management, CRM, Sales, Banking, Strategy, New Business Development, Insurance, Executive Management, Fixed Income, Finance, Healthcare Industry, Management Consulting, Customer Service, Strategic Planning, Public Speaking, Leadership, Program Management, Team Building
Education
Howard University
Bachelor of Business Administration (BBA)
American Institute of Medical Sales (AIMS) - now Medical Sales College 2009 — 2010
Orthopedic Trauma and Upper/Lower Extremity Program
Michael Noland Michael Noland's SunTrust Robinson Humphrey Experience June 2014 - Present
Job Analyst, SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey June 2014 - Present
IndustryPro October 2013 - May 2014
INVISTA February 2013 - May 2014
Student Managed Investment Fund LLC January 2013 - May 2014
Sherwin-Williams Paints July 2010 - February 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Teamwork, Public Speaking, Account Management, Advertising, Time Management, Business Process..., Strategic Planning, Spanish, Inventory Management, Business Planning, Supply Chain, Sales, Team Leadership, Customer Satisfaction, Analysis, Financial Analysis, Management, Forecasting, Bloomberg Terminal, Financial Modeling, Access, Budgets, Leadership
Education
Kennesaw State University 2010 — 2014
Bachelor's Degree, Finance, General
SunTrust Robinson Humphrey June 2014 - Present
IndustryPro October 2013 - May 2014
INVISTA February 2013 - May 2014
Student Managed Investment Fund LLC January 2013 - May 2014
Sherwin-Williams Paints July 2010 - February 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Teamwork, Public Speaking, Account Management, Advertising, Time Management, Business Process..., Strategic Planning, Spanish, Inventory Management, Business Planning, Supply Chain, Sales, Team Leadership, Customer Satisfaction, Analysis, Financial Analysis, Management, Forecasting, Bloomberg Terminal, Financial Modeling, Access, Budgets, Leadership
Education
Kennesaw State University 2010 — 2014
Bachelor's Degree, Finance, General
Sharon Lawrence Sharon Lawrence's SunTrust Robinson Humphrey Experience November 2006 - April 2012
Job Vice President, Finance at Aaron's, Inc
Industry Retail
Experience
Aaron's, Inc May 2014 - Present
Aaron's, Inc April 2012 - May 2014
SunTrust Robinson Humphrey November 2006 - April 2012
SunTrust Bank January 1994 - November 2006
Skills
Financial Analysis, Banking, Credit Analysis, Credit, Cash Management, Financial Modeling, Customer Service, Mergers & Acquisitions, Commercial Banking, Accounting, Finance, Loans, Leadership, Corporate Finance, Portfolio Management, Treasury Management, Investments, Risk Management, Cash Flow, Financial Structuring, Financial Services, Forecasting, Due Diligence
Education
Georgia State University - J. Mack Robinson College of Business
BBA, Accounting
Aaron's, Inc May 2014 - Present
Aaron's, Inc April 2012 - May 2014
SunTrust Robinson Humphrey November 2006 - April 2012
SunTrust Bank January 1994 - November 2006
Skills
Financial Analysis, Banking, Credit Analysis, Credit, Cash Management, Financial Modeling, Customer Service, Mergers & Acquisitions, Commercial Banking, Accounting, Finance, Loans, Leadership, Corporate Finance, Portfolio Management, Treasury Management, Investments, Risk Management, Cash Flow, Financial Structuring, Financial Services, Forecasting, Due Diligence
Education
Georgia State University - J. Mack Robinson College of Business
BBA, Accounting
Meredith Larson Meredith Larson's SunTrust Robinson Humphrey Experience May 2013 - Present
Job Portfolio Specialist at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey May 2013 - Present
Citi November 2011 - May 2013
Skills
Microsoft Office, Document Review, Microsoft Word, Microsoft Excel, Access
Education
Maryville University of Saint Louis 2008 — 2010
Bachelor of Arts (B.A.), Legal Assistant/Paralegal
University of Missouri-Columbia 2004 — 2005
SunTrust Robinson Humphrey May 2013 - Present
Citi November 2011 - May 2013
Skills
Microsoft Office, Document Review, Microsoft Word, Microsoft Excel, Access
Education
Maryville University of Saint Louis 2008 — 2010
Bachelor of Arts (B.A.), Legal Assistant/Paralegal
University of Missouri-Columbia 2004 — 2005
Jonathan Feeney's SunTrust Robinson Humphrey Experience July 2002 - May 2003
Job Principal at Athlos Research
Industry Financial Services
Experience
Athlos Research May 2014 - Present
Janney Montgomery Scott January 2009 - May 2014
CAGNY 2007 - 2014
Wells Fargo May 2003 - January 2009
SunTrust Robinson Humphrey July 2002 - May 2003
Credit Suisse July 2000 - July 2002
Lehman Brothers June 1997 - July 2000
Skills
Equities, Equity Research, Alternative Investments, Hedge Funds, Capital Markets, Bloomberg, Securities, Investment Strategies, Investments, Valuation, Financial Modeling, Series 7, Asset Management, Fixed Income, Private Equity, Asset Allocation, Mutual Funds, Investment Banking, Series 63, Portfolio Management
Education
Harvard College 1993 — 1997
Bachelor of Arts (B.A.), Government
Athlos Research May 2014 - Present
Janney Montgomery Scott January 2009 - May 2014
CAGNY 2007 - 2014
Wells Fargo May 2003 - January 2009
SunTrust Robinson Humphrey July 2002 - May 2003
Credit Suisse July 2000 - July 2002
Lehman Brothers June 1997 - July 2000
Skills
Equities, Equity Research, Alternative Investments, Hedge Funds, Capital Markets, Bloomberg, Securities, Investment Strategies, Investments, Valuation, Financial Modeling, Series 7, Asset Management, Fixed Income, Private Equity, Asset Allocation, Mutual Funds, Investment Banking, Series 63, Portfolio Management
Education
Harvard College 1993 — 1997
Bachelor of Arts (B.A.), Government
Christine Oots Christine Oots's SunTrust Robinson Humphrey Experience September 1986 - August 1988
Job Science Writer and Editor at University of Arkansas for Medical Sciences
Industry Research
Experience
University of Arkansas for Medical Sciences February 2009 - Present
RRY Publications November 2007 - January 2009
University of Arkansas for Medical Sciences January 2006 - October 2007
Stephens Inc. October 1988 - October 2005
SunTrust Robinson Humphrey September 1986 - August 1988
Skills
Grant Writing, Edit, Copy Editing, Medical Writing, Securities Regulation, Teamwork, Editing, Proposal Writing, Publications, Publishing, Manuscript, Proofreading, Technical Writing, Scientific Writing, Report Writing, Content Development, Grants, Text Editing, Journals, Manuscript Development, Science Communication, Research
Education
Northern Illinois University 1978 — 1980
Master of Science (MS), Community Mental Health
Illinois State University 1970 — 1974
Bachelor of Science (BS), Elementary Education and Teaching
University of Arkansas for Medical Sciences February 2009 - Present
RRY Publications November 2007 - January 2009
University of Arkansas for Medical Sciences January 2006 - October 2007
Stephens Inc. October 1988 - October 2005
SunTrust Robinson Humphrey September 1986 - August 1988
Skills
Grant Writing, Edit, Copy Editing, Medical Writing, Securities Regulation, Teamwork, Editing, Proposal Writing, Publications, Publishing, Manuscript, Proofreading, Technical Writing, Scientific Writing, Report Writing, Content Development, Grants, Text Editing, Journals, Manuscript Development, Science Communication, Research
Education
Northern Illinois University 1978 — 1980
Master of Science (MS), Community Mental Health
Illinois State University 1970 — 1974
Bachelor of Science (BS), Elementary Education and Teaching
Michael Boone Michael Boone's SunTrust Robinson Humphrey Experience June 2014 - Present
Job Analyst at SunTrust Robinson Humphrey
Industry Banking
Experience
SunTrust Robinson Humphrey June 2014 - Present
Burgundy School of Business August 2012 - December 2012
Commonwealth Bank and Trust Company May 2012 - August 2012
Sigma Chi Fraternity April 2011 - April 2012
DanceBlue August 2010 - March 2012
River City Bank May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Morningstar Office, Junxure, Bloomberg Terminal, Investment Research, Team Leadership, Financial Reporting, Financial Statement..., Risk Management, Real Estate, Business Valuation, Customer Service, Equities, Finance, Bond Markets
Education
Vanderbilt University - Owen Graduate School of Management 2013 — 2014
Master of Science (MS), Finance, General
University of Kentucky 2009 — 2013
Bachelor of Business Administration (BBA), Finance and Economics double major
Groupe Ecole supérieure de Commerce de Dijon-Bourgogne 2012 — 2012
Bachelor of Business Administration (BBA), International Business
SunTrust Robinson Humphrey June 2014 - Present
Burgundy School of Business August 2012 - December 2012
Commonwealth Bank and Trust Company May 2012 - August 2012
Sigma Chi Fraternity April 2011 - April 2012
DanceBlue August 2010 - March 2012
River City Bank May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Morningstar Office, Junxure, Bloomberg Terminal, Investment Research, Team Leadership, Financial Reporting, Financial Statement..., Risk Management, Real Estate, Business Valuation, Customer Service, Equities, Finance, Bond Markets
Education
Vanderbilt University - Owen Graduate School of Management 2013 — 2014
Master of Science (MS), Finance, General
University of Kentucky 2009 — 2013
Bachelor of Business Administration (BBA), Finance and Economics double major
Groupe Ecole supérieure de Commerce de Dijon-Bourgogne 2012 — 2012
Bachelor of Business Administration (BBA), International Business
Scott Bazemore Scott Bazemore's SunTrust Robinson Humphrey Experience April 2007 - January 2012
Job Senior Vice President at State Bank and Trust Company
Industry Banking
Experience
State Bank and Trust Company 2012 - Present
SunTrust Robinson Humphrey April 2007 - January 2012
SunTrust Bank 2012 - 2012
SunTrust Bank 1999 - March 2007
SunTrust Bank 1995 - 1999
SunTrust Bank 1987 - 1995
Skills
Series 7, Series 63
Education
Georgia State University - J. Mack Robinson College of Business 1989 — 1992
Masters of Business Administration, Finance
University of Georgia - Terry College of Business 1981 — 1985
Bachelors of Business Administration, Finance
State Bank and Trust Company 2012 - Present
SunTrust Robinson Humphrey April 2007 - January 2012
SunTrust Bank 2012 - 2012
SunTrust Bank 1999 - March 2007
SunTrust Bank 1995 - 1999
SunTrust Bank 1987 - 1995
Skills
Series 7, Series 63
Education
Georgia State University - J. Mack Robinson College of Business 1989 — 1992
Masters of Business Administration, Finance
University of Georgia - Terry College of Business 1981 — 1985
Bachelors of Business Administration, Finance
John B Pelling III's SunTrust Robinson Humphrey Experience 1998 - 2001
Job Investor Relations Officer at First BanCorp
Industry Banking
Experience
First BanCorp June 2012 - Present
Bayview Asset Management January 2011 - June 2012
Midwest Banc Holdings, Inc. April 2006 - June 2010
Friedman Billings Ramsey 2004 - 2006
FTN Financial Securities Corp 2001 - 2004
SunTrust Robinson Humphrey 1998 - 2001
Skills
Investor Relations, Investment Banking, New Business Development, Client Development, Strategic Analysis, Investors, Corporate Communications, Sales, Marketing Communications, FIG, Banking, Mergers, Acquisitions, Divestitures, Capital Markets, Private Equity, Hedge Funds, Risk Arbitrage, Valuation Modeling, Statistical Modeling, Problem Solving, Presentations, Press Releases, Financial Analysis, Excel, PowerPoint, Salesforce.com, Market Analysis, SEC filings, Compliance, Computers, Computer Hardware, Confidentiality, Lead Generation, Series 7, Series 63, Market Research, Contract Negotiation, Microsoft Excel, Mergers & Acquisitions, Loans, Credit, Business Development, Portfolio Management, Finance, Financial Modeling, Due Diligence, Analysis, Treasury Management, Loan Origination
Education
Indiana University - Kelley School of Business 1994 — 1998
BS, Finance
Hinsdale Central High School 1990 — 1994
St. Isaac Jogues 1986 — 1990
First BanCorp June 2012 - Present
Bayview Asset Management January 2011 - June 2012
Midwest Banc Holdings, Inc. April 2006 - June 2010
Friedman Billings Ramsey 2004 - 2006
FTN Financial Securities Corp 2001 - 2004
SunTrust Robinson Humphrey 1998 - 2001
Skills
Investor Relations, Investment Banking, New Business Development, Client Development, Strategic Analysis, Investors, Corporate Communications, Sales, Marketing Communications, FIG, Banking, Mergers, Acquisitions, Divestitures, Capital Markets, Private Equity, Hedge Funds, Risk Arbitrage, Valuation Modeling, Statistical Modeling, Problem Solving, Presentations, Press Releases, Financial Analysis, Excel, PowerPoint, Salesforce.com, Market Analysis, SEC filings, Compliance, Computers, Computer Hardware, Confidentiality, Lead Generation, Series 7, Series 63, Market Research, Contract Negotiation, Microsoft Excel, Mergers & Acquisitions, Loans, Credit, Business Development, Portfolio Management, Finance, Financial Modeling, Due Diligence, Analysis, Treasury Management, Loan Origination
Education
Indiana University - Kelley School of Business 1994 — 1998
BS, Finance
Hinsdale Central High School 1990 — 1994
St. Isaac Jogues 1986 — 1990
Jonathan Tomberlin's SunTrust Robinson Humphrey Experience July 2013 - Present
Job Investment Banking Analyst at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey July 2013 - Present
Incapital June 2012 - August 2012
Indiana University August 2011 - December 2011
Skills
Analytics, Valuation, Mathematics, Microsoft Excel
Education
Indiana University - Kelley School of Business 2009 — 2013
BS, Finance
SunTrust Robinson Humphrey July 2013 - Present
Incapital June 2012 - August 2012
Indiana University August 2011 - December 2011
Skills
Analytics, Valuation, Mathematics, Microsoft Excel
Education
Indiana University - Kelley School of Business 2009 — 2013
BS, Finance
Alex Mazza Alex Mazza's SunTrust Robinson Humphrey Experience July 2013 - August 2013
Job Investment Banking Analyst at CSG Partners
Industry Investment Banking
Experience
CSG Partners May 2015 - Present
Kerburn Rose (USA) LLC January 2015 - May 2015
SunTrust Robinson Humphrey July 2013 - August 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word
Education
High Point University 2010 — 2014
Bachelor's Degree, International Business; Spanish, 3.9
New York School of Finance
CSG Partners May 2015 - Present
Kerburn Rose (USA) LLC January 2015 - May 2015
SunTrust Robinson Humphrey July 2013 - August 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word
Education
High Point University 2010 — 2014
Bachelor's Degree, International Business; Spanish, 3.9
New York School of Finance
Diane Weatherly Diane Weatherly's SunTrust Robinson Humphrey Experience November 2010 - Present
Job at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey November 2010 - Present
RBS Business Capital November 2000 - July 2009
Congress Financial- A Wachovia Company May 1996 - November 2000
Fremont Financial 1992 - 1996
Heller Financial May 1985 - December 1990
Education
Kennesaw State University 1979 — 1982
social services
Sutton Middle School
SunTrust Robinson Humphrey November 2010 - Present
RBS Business Capital November 2000 - July 2009
Congress Financial- A Wachovia Company May 1996 - November 2000
Fremont Financial 1992 - 1996
Heller Financial May 1985 - December 1990
Education
Kennesaw State University 1979 — 1982
social services
Sutton Middle School
Jim Sloan's SunTrust Robinson Humphrey Experience April 2015 - Present
Job Linux System Engineer at SunTrust Robinson Humphrey
Industry Information Technology and Services
Experience
SunTrust Robinson Humphrey April 2015 - Present
Cell Dara Solutions, LLC February 2010 - Present
HealthPort Technologies August 2014 - April 2015
Fiserv August 2012 - July 2014
Cox Communications February 2011 - July 2012
Bridge2 Solutions August 2010 - January 2011
S1 Corporation November 2006 - March 2010
S1 Corporation August 2002 - November 2006
S1 Corporation March 2001 - August 2002
Daewoo Heavy Industries America Corp. October 1998 - February 2001
Skills
System Architecture, Server Architecture, Unix, VMware, Disaster Recovery, Virtualization, Servers, EMV, Red Hat Linux, Linux, VMware ESX, FreeBSD, AIX, Solaris, Unix Shell Scripting, Apache, TCP/IP, Perl, System Administration, Operating Systems, Data Center, DNS, SAN, Windows Server, Windows, Firewalls, Security, Shell Scripting, Tomcat, Active Directory, Databases, SQL, Software Development, Bash, Weblogic, Cisco Technologies, VPN, Storage Area Networks, HP-UX, High Availability, PHP, Java Enterprise Edition, Oracle, Subversion, HTML, Hardware, Java, Open Source, MySQL, Git
Education
Kutztown University of Pennsylvania 1990 — 1990
Computer Science
Old Dominion University 1989 — 1989
Computer Science
Norfolk State University 1988 — 1988
Computer Science
Northeast Jones 1973 — 1978
SunTrust Robinson Humphrey April 2015 - Present
Cell Dara Solutions, LLC February 2010 - Present
HealthPort Technologies August 2014 - April 2015
Fiserv August 2012 - July 2014
Cox Communications February 2011 - July 2012
Bridge2 Solutions August 2010 - January 2011
S1 Corporation November 2006 - March 2010
S1 Corporation August 2002 - November 2006
S1 Corporation March 2001 - August 2002
Daewoo Heavy Industries America Corp. October 1998 - February 2001
Skills
System Architecture, Server Architecture, Unix, VMware, Disaster Recovery, Virtualization, Servers, EMV, Red Hat Linux, Linux, VMware ESX, FreeBSD, AIX, Solaris, Unix Shell Scripting, Apache, TCP/IP, Perl, System Administration, Operating Systems, Data Center, DNS, SAN, Windows Server, Windows, Firewalls, Security, Shell Scripting, Tomcat, Active Directory, Databases, SQL, Software Development, Bash, Weblogic, Cisco Technologies, VPN, Storage Area Networks, HP-UX, High Availability, PHP, Java Enterprise Edition, Oracle, Subversion, HTML, Hardware, Java, Open Source, MySQL, Git
Education
Kutztown University of Pennsylvania 1990 — 1990
Computer Science
Old Dominion University 1989 — 1989
Computer Science
Norfolk State University 1988 — 1988
Computer Science
Northeast Jones 1973 — 1978
Marcelo Guzman Marcelo Guzman's SunTrust Robinson Humphrey Experience June 2015 - Present
Job Investment Banking Summer Analyst at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey June 2015 - Present
Indiana University Kelley School of Business August 2014 - May 2015
Bloomberg LP August 2013 - June 2014
Zolio Inc June 2013 - August 2013
Indiana University January 2013 - May 2013
Lowenthal Group November 2011 - May 2012
Skills
English language skills, French, Italian, German, Teaching English as a..., Bloomberg Terminal, Research, Finance, Fundraising, Data Analysis, Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint
Education
Indiana University Bloomington 2014 — 2016
Master of Business Administration (M.B.A.), Concentration in Financial Analysis
Indiana University Bloomington 2012 — 2014
Bachelor's Degree, Accounting
Rochester Institute of Technology 2011 — 2012
SunTrust Robinson Humphrey June 2015 - Present
Indiana University Kelley School of Business August 2014 - May 2015
Bloomberg LP August 2013 - June 2014
Zolio Inc June 2013 - August 2013
Indiana University January 2013 - May 2013
Lowenthal Group November 2011 - May 2012
Skills
English language skills, French, Italian, German, Teaching English as a..., Bloomberg Terminal, Research, Finance, Fundraising, Data Analysis, Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint
Education
Indiana University Bloomington 2014 — 2016
Master of Business Administration (M.B.A.), Concentration in Financial Analysis
Indiana University Bloomington 2012 — 2014
Bachelor's Degree, Accounting
Rochester Institute of Technology 2011 — 2012
Jason Cagle's SunTrust Robinson Humphrey Experience March 2013 - August 2015
Job Head of Treasury & Payment Sales
Industry Banking
Experience
SunTrust August 2015 - Present
SunTrust Robinson Humphrey March 2013 - August 2015
SunTrust Bank October 2006 - March 2013
Bank of America February 2004 - October 2006
Bank of America February 2001 - February 2004
NationsBank August 1998 - March 2001
Skills
Sales Presentations, Closing Deals, Financial Risk..., Sales Growth, Product Diversification, Capital Markets, Fixed Income, Sales, Strategy, Series 7, Bloomberg, Portfolio Management, Financial Services, Financial Modeling, Risk Management, Middle Market, Interest Rate Swaps, Banking, Finance, Financial Analysis, Mergers & Acquisitions, Derivatives, Leadership, Equities, Management, Deal Closure
Education
Harvard University 1994 — 1998
Bachelor of Arts, Government
Northwest Cabarrus High School 1990 — 1994
Concord, NC
SunTrust August 2015 - Present
SunTrust Robinson Humphrey March 2013 - August 2015
SunTrust Bank October 2006 - March 2013
Bank of America February 2004 - October 2006
Bank of America February 2001 - February 2004
NationsBank August 1998 - March 2001
Skills
Sales Presentations, Closing Deals, Financial Risk..., Sales Growth, Product Diversification, Capital Markets, Fixed Income, Sales, Strategy, Series 7, Bloomberg, Portfolio Management, Financial Services, Financial Modeling, Risk Management, Middle Market, Interest Rate Swaps, Banking, Finance, Financial Analysis, Mergers & Acquisitions, Derivatives, Leadership, Equities, Management, Deal Closure
Education
Harvard University 1994 — 1998
Bachelor of Arts, Government
Northwest Cabarrus High School 1990 — 1994
Concord, NC
William Banks William Banks's SunTrust Robinson Humphrey Experience 2006 - 2009
Job I have retired. I am currently available for corp. board service in the energy sector and notforprofit opportunities.
Industry Oil & Energy
Experience
Retired 2014 - Present
Southwestern Energy 2009 - 2014
SunTrust Robinson Humphrey 2006 - 2009
JPMorgan Securities, Inc 2004 - 2006
Bank One 1998 - 2004
First Chicago Capital Markets, Inc. 1983 - 1998
Skills
Risk Management, Capital Markets, Corporate Finance, Investment Banking, Treasury Management, Financial Analysis, Mergers, Financial Modeling, Financial Structuring, Banking, Fixed Income, Energy, Asset Management, Credit, Financial Services, Loans, Due Diligence, Valuation, Treasury, Trading, Derivatives, Finance, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 1981 — 1983
MBA, Finance and Marketing
Macalester College 1971 — 1975
BA, Biology
Retired 2014 - Present
Southwestern Energy 2009 - 2014
SunTrust Robinson Humphrey 2006 - 2009
JPMorgan Securities, Inc 2004 - 2006
Bank One 1998 - 2004
First Chicago Capital Markets, Inc. 1983 - 1998
Skills
Risk Management, Capital Markets, Corporate Finance, Investment Banking, Treasury Management, Financial Analysis, Mergers, Financial Modeling, Financial Structuring, Banking, Fixed Income, Energy, Asset Management, Credit, Financial Services, Loans, Due Diligence, Valuation, Treasury, Trading, Derivatives, Finance, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 1981 — 1983
MBA, Finance and Marketing
Macalester College 1971 — 1975
BA, Biology
Amy Burnstine Amy Burnstine's SunTrust Robinson Humphrey Experience August 2013 - Present
Job Managing Director, SunTrust Robinson Humphrey
Industry Banking
Experience
SunTrust Robinson Humphrey August 2013 - Present
Gordon Brothers Group August 2011 - August 2013
SunTrust Robinson Humphrey March 2005 - August 2011
CIT Business Credit February 2003 - March 2005
Wells Fargo Foothill April 2002 - February 2003
Bank of America Business Capital February 1997 - April 2002
Education
Mercer University 1986 — 1990
SunTrust Robinson Humphrey August 2013 - Present
Gordon Brothers Group August 2011 - August 2013
SunTrust Robinson Humphrey March 2005 - August 2011
CIT Business Credit February 2003 - March 2005
Wells Fargo Foothill April 2002 - February 2003
Bank of America Business Capital February 1997 - April 2002
Education
Mercer University 1986 — 1990
Susan Saddawi-Schmidt's SunTrust Robinson Humphrey Experience 2015 - Present
Job Experience in strategy, business development and project management
Industry Management Consulting
Experience
SunTrust Robinson Humphrey 2015 - Present
SunTrust Bank 2013 - 2015
Bain & Company 2010 - 2012
New Sector Alliance June 2009 - August 2009
Starcom 2006 - 2008
Skills
Fluent in Spanish and..., Conversational in..., Strategy
Education
Harvard Business School 2008 — 2010
MBA
Northwestern University 2002 — 2006
BS, Communication Studies; Economics
SunTrust Robinson Humphrey 2015 - Present
SunTrust Bank 2013 - 2015
Bain & Company 2010 - 2012
New Sector Alliance June 2009 - August 2009
Starcom 2006 - 2008
Skills
Fluent in Spanish and..., Conversational in..., Strategy
Education
Harvard Business School 2008 — 2010
MBA
Northwestern University 2002 — 2006
BS, Communication Studies; Economics
Lou Corsetti Lou Corsetti's SunTrust Robinson Humphrey Experience June 2000 - March 2005
Job Community Lacrosse Coach at Marist School
Industry Financial Services
Experience
Marist School October 2014 - Present
Cary Street Partners July 2011 - Present
Atlanta Youth Lacrosse March 1992 - Present
Riverwood International Charter School January 2010 - August 2014
Micro Focus September 2010 - March 2011
XRM Global December 2009 - September 2010
Ockham Research, LLC December 2009 - April 2010
Ockham Research, LLC April 2007 - December 2009
SunTrust Robinson Humphrey June 2000 - March 2005
Smith Barney August 1984 - June 2000
Skills
Social Media, Leadership, Start-ups, CRM, Business Development, Sales, Coaching, Strategic Planning, Analysis, Enterprise Software, Research, New Business Development, Financial Services, Capital Markets, Microsoft Word, Investments, Fundraising, Marketing, Marketing Strategy
Education
Marist College 1978 — 1982
BA, Communications
Marist School October 2014 - Present
Cary Street Partners July 2011 - Present
Atlanta Youth Lacrosse March 1992 - Present
Riverwood International Charter School January 2010 - August 2014
Micro Focus September 2010 - March 2011
XRM Global December 2009 - September 2010
Ockham Research, LLC December 2009 - April 2010
Ockham Research, LLC April 2007 - December 2009
SunTrust Robinson Humphrey June 2000 - March 2005
Smith Barney August 1984 - June 2000
Skills
Social Media, Leadership, Start-ups, CRM, Business Development, Sales, Coaching, Strategic Planning, Analysis, Enterprise Software, Research, New Business Development, Financial Services, Capital Markets, Microsoft Word, Investments, Fundraising, Marketing, Marketing Strategy
Education
Marist College 1978 — 1982
BA, Communications
Kevin Bannon Kevin Bannon's SunTrust Robinson Humphrey Experience April 2005 - May 2007
Job Finance and Investment Professional Seeking New Opportunties
Industry Investment Management
Experience
Clear Blue Ventures, LLC April 2013 - May 2014
Wilmington Trust December 2009 - December 2012
Wilmington Trust February 2009 - December 2009
Tapestry Capital Management June 2007 - January 2009
SunTrust Robinson Humphrey April 2005 - May 2007
SunTrust Robinson Humphrey April 2000 - April 2005
Dell June 1999 - April 2000
Dell February 1998 - June 1999
Motorola October 1994 - February 1998
Skills
Portfolio Management, Investments, Financial Analysis, Asset Allocation, Quantitative Analytics, Equity Research, Equity Derivatives, Forecasting, Financial Modeling, Alternative Investments, Budget Process, Month End Close, Investment Strategies, Finance, Valuation, Capital Markets, Management, Strategy, Equities
Education
Mercer University - Stetson School of Business and Economics
MBA, Finance
University of Florida
BA, Economics
Clear Blue Ventures, LLC April 2013 - May 2014
Wilmington Trust December 2009 - December 2012
Wilmington Trust February 2009 - December 2009
Tapestry Capital Management June 2007 - January 2009
SunTrust Robinson Humphrey April 2005 - May 2007
SunTrust Robinson Humphrey April 2000 - April 2005
Dell June 1999 - April 2000
Dell February 1998 - June 1999
Motorola October 1994 - February 1998
Skills
Portfolio Management, Investments, Financial Analysis, Asset Allocation, Quantitative Analytics, Equity Research, Equity Derivatives, Forecasting, Financial Modeling, Alternative Investments, Budget Process, Month End Close, Investment Strategies, Finance, Valuation, Capital Markets, Management, Strategy, Equities
Education
Mercer University - Stetson School of Business and Economics
MBA, Finance
University of Florida
BA, Economics
Chapman Mitchell Chapman Mitchell's SunTrust Robinson Humphrey Experience September 2014 - Present
Job Investment Banking Associate at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey September 2014 - Present
SunTrust Robinson Humphrey December 2010 - September 2014
State Bank and Trust Company October 2009 - December 2010
Envestnet Asset Management June 2008 - August 2008
CIBA Vision June 2007 - August 2007
Skills
Financial Modeling, Stress Testing, Financial Analysis, Credit Analysis, Investment Banking, Due Diligence, Financial Structuring
Education
Mercer University 2005 — 2009
Finance, Economics, Accounting
SunTrust Robinson Humphrey September 2014 - Present
SunTrust Robinson Humphrey December 2010 - September 2014
State Bank and Trust Company October 2009 - December 2010
Envestnet Asset Management June 2008 - August 2008
CIBA Vision June 2007 - August 2007
Skills
Financial Modeling, Stress Testing, Financial Analysis, Credit Analysis, Investment Banking, Due Diligence, Financial Structuring
Education
Mercer University 2005 — 2009
Finance, Economics, Accounting
Chenika A. Beck Chenika A. Beck's SunTrust Robinson Humphrey Experience May 2013 - July 2013
Job Incoming Tax Consultant, Deloitte Tax
Industry Accounting
Experience
Deloitte & Touche June 2014 - August 2014
Beta Alpha Psi May 2013 - May 2014
Dixon Hughes Goodman LLP January 2014 - April 2014
SunTrust Robinson Humphrey May 2013 - July 2013
Deloitte Foundation's National Case Study November 2012 - April 2013
Gagne Parker CPAs October 2012 - December 2012
PwC June 2012 - August 2012
Education
Wake Forest University 2014 — 2015
Master of Science, Accounting
Howard University 2010 — 2014
Bachelor of Business Administration (BBA), Accounting
Deloitte & Touche June 2014 - August 2014
Beta Alpha Psi May 2013 - May 2014
Dixon Hughes Goodman LLP January 2014 - April 2014
SunTrust Robinson Humphrey May 2013 - July 2013
Deloitte Foundation's National Case Study November 2012 - April 2013
Gagne Parker CPAs October 2012 - December 2012
PwC June 2012 - August 2012
Education
Wake Forest University 2014 — 2015
Master of Science, Accounting
Howard University 2010 — 2014
Bachelor of Business Administration (BBA), Accounting
Jeffrey Gazo Jeffrey Gazo's SunTrust Robinson Humphrey Experience June 2014 - July 2015
Job Vice President Finance
Industry Financial Services
Experience
SunTrust Robinson Humphrey June 2014 - July 2015
SunTrust Robinson Humphrey June 2014 - April 2015
PNC August 2012 - December 2013
J.P. Morgan Chase Bank January 2011 - August 2012
J.P. Morgan April 2007 - January 2011
Bank of America July 2005 - October 2006
Standish Mellon Asset Management 2002 - 2003
Skills
New Business Development, Financial Markets, Financial Modeling, Business Planning, Microsoft Office, Capital Markets, Portfolio Management, Financial Statement..., Commercial Banking, Business Development, Corporate Finance, Credit Analysis, Loans, Mergers, Banking, Financial Analysis
Education
University of Notre Dame - Mendoza College of Business 2004 — 2005
Master of Business Administration (MBA), Finance, General
John Carroll University 1996 — 1999
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
SunTrust Robinson Humphrey June 2014 - July 2015
SunTrust Robinson Humphrey June 2014 - April 2015
PNC August 2012 - December 2013
J.P. Morgan Chase Bank January 2011 - August 2012
J.P. Morgan April 2007 - January 2011
Bank of America July 2005 - October 2006
Standish Mellon Asset Management 2002 - 2003
Skills
New Business Development, Financial Markets, Financial Modeling, Business Planning, Microsoft Office, Capital Markets, Portfolio Management, Financial Statement..., Commercial Banking, Business Development, Corporate Finance, Credit Analysis, Loans, Mergers, Banking, Financial Analysis
Education
University of Notre Dame - Mendoza College of Business 2004 — 2005
Master of Business Administration (MBA), Finance, General
John Carroll University 1996 — 1999
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Eric Maertin Eric Maertin's SunTrust Robinson Humphrey Experience June 2014 - August 2014
Job Analyst at BlackRock
Industry Financial Services
Experience
BlackRock August 2015 - Present
Audax Group February 2015 - April 2015
SunTrust Robinson Humphrey June 2014 - August 2014
Organic Materials Research Group January 2012 - December 2013
Rothman Institute June 2012 - July 2012
The Beach Haven Beach Patrol June 2010 - September 2010
Skills
Teamwork, Leadership Skills, Communication, Microsoft Office, Problem Solving, Public Speaking, Research, Volunteering, Team Motivator, Organization &..., Superior Work Ethic
Education
Vanderbilt University 2011 — 2015
Economics Major, Chemistry Minor
The University of Edinburgh 2014 — 2014
Economics, Finance and Social Policy
Hamilton College 2010 — 2011
Economics
Moorestown Friends School 2006 — 2010
BlackRock August 2015 - Present
Audax Group February 2015 - April 2015
SunTrust Robinson Humphrey June 2014 - August 2014
Organic Materials Research Group January 2012 - December 2013
Rothman Institute June 2012 - July 2012
The Beach Haven Beach Patrol June 2010 - September 2010
Skills
Teamwork, Leadership Skills, Communication, Microsoft Office, Problem Solving, Public Speaking, Research, Volunteering, Team Motivator, Organization &..., Superior Work Ethic
Education
Vanderbilt University 2011 — 2015
Economics Major, Chemistry Minor
The University of Edinburgh 2014 — 2014
Economics, Finance and Social Policy
Hamilton College 2010 — 2011
Economics
Moorestown Friends School 2006 — 2010
Nathan Barbour Nathan Barbour's SunTrust Robinson Humphrey Experience 2000 - 2001
Job Vice President, Corporate Development at Evolent Health
Industry Hospital & Health Care
Experience
Evolent Health June 2013 - Present
Croft & Bender 2001 - 2013
SunTrust Robinson Humphrey 2000 - 2001
Skills
Investment Banking, Mergers & Acquisitions, Private Equity, Venture Capital, Financial Advisory, Valuation, LBO, Corporate Finance, Financial Analysis, Financial Modeling, Mergers, M&A experience, Due Diligence, Corporate Development, Business Valuation, Acquisition Integration
Education
Harvard Business School 2005 — 2007
Masters, Business Administration
University of North Carolina at Chapel Hill 1996 — 2000
BS, Business Administration
Evolent Health June 2013 - Present
Croft & Bender 2001 - 2013
SunTrust Robinson Humphrey 2000 - 2001
Skills
Investment Banking, Mergers & Acquisitions, Private Equity, Venture Capital, Financial Advisory, Valuation, LBO, Corporate Finance, Financial Analysis, Financial Modeling, Mergers, M&A experience, Due Diligence, Corporate Development, Business Valuation, Acquisition Integration
Education
Harvard Business School 2005 — 2007
Masters, Business Administration
University of North Carolina at Chapel Hill 1996 — 2000
BS, Business Administration
Trey Sellers's SunTrust Robinson Humphrey Experience April 2015 - Present
Job Senior Project Manager at SunTrust Robinson Humphrey
Industry Insurance
Experience
SunTrust Robinson Humphrey April 2015 - Present
MetLife August 2013 - March 2015
Goldman Sachs July 2010 - July 2013
Deloitte August 2007 - July 2010
Skills
Management, Microsoft Office, PeopleSoft, Macroeconomics, Access, Project Management, Analytics, Financial Reporting, Systems, Balance Sheet, Technical Analysis, Quality Assurance, Research, Business Cycle, Monetary Theory, HTML, CSS, JavaScript, jQuery, Lean Management, Management Consulting, Data Analytics, Business Architecture, Operating Models
Education
Indiana University Bloomington 2003 — 2007
Bachelor's degree, Informatics, 3.5/4.0
SunTrust Robinson Humphrey April 2015 - Present
MetLife August 2013 - March 2015
Goldman Sachs July 2010 - July 2013
Deloitte August 2007 - July 2010
Skills
Management, Microsoft Office, PeopleSoft, Macroeconomics, Access, Project Management, Analytics, Financial Reporting, Systems, Balance Sheet, Technical Analysis, Quality Assurance, Research, Business Cycle, Monetary Theory, HTML, CSS, JavaScript, jQuery, Lean Management, Management Consulting, Data Analytics, Business Architecture, Operating Models
Education
Indiana University Bloomington 2003 — 2007
Bachelor's degree, Informatics, 3.5/4.0
Jim Shumaker Jim Shumaker's SunTrust Robinson Humphrey Experience November 1997 - September 1999
Job Director, IT Quality Assurance at Bridge2 Solutions
Industry Information Technology and Services
Experience
Bridge2 Solutions August 2015 - Present
MedAssets September 2014 - August 2015
Cbeyond - now a Birch Company August 2011 - September 2014
SunTrust Bank May 2010 - August 2011
Alere October 2007 - May 2010
Surgical Information Systems January 2005 - October 2007
AXA Financial September 1999 - December 2004
Suntrust Robinson Humphrey November 1997 - September 1999
JC Penney January 1997 - November 1997
Stock Building Supply June 1993 - January 1997
Skills
Testing, Integration, ITIL, Project Management, SDLC, Quality Assurance, Software Quality..., Release Management, Cloud Computing, Telecommunications, Quality Management, Test Automation, Performance Testing, Software Documentation, Management, Team Building, Change Management, Cross-functional Team..., PMP, Oracle, Test Planning, IT Management, Business Analysis, Vendor Management, Leadership, Requirements Analysis, Visio, IT Service Management, Project Planning, Software Project..., Agile Methodologies, SharePoint, CRM, Process Engineering, Business Intelligence, Requirements Gathering, User Acceptance Testing, Business Process..., Business Process, IT Strategy, Software Development, Process Improvement, Enterprise Architecture, Project Portfolio..., Disaster Recovery, Resource Management, PMO, Data Warehousing, Agile Project Management, Systems Analysis
Education
Kennesaw State University 2002 — 2004
M.S., Information Systems
Kennesaw State University 1993 — 1997
B.S., Information Systems
Bridge2 Solutions August 2015 - Present
MedAssets September 2014 - August 2015
Cbeyond - now a Birch Company August 2011 - September 2014
SunTrust Bank May 2010 - August 2011
Alere October 2007 - May 2010
Surgical Information Systems January 2005 - October 2007
AXA Financial September 1999 - December 2004
Suntrust Robinson Humphrey November 1997 - September 1999
JC Penney January 1997 - November 1997
Stock Building Supply June 1993 - January 1997
Skills
Testing, Integration, ITIL, Project Management, SDLC, Quality Assurance, Software Quality..., Release Management, Cloud Computing, Telecommunications, Quality Management, Test Automation, Performance Testing, Software Documentation, Management, Team Building, Change Management, Cross-functional Team..., PMP, Oracle, Test Planning, IT Management, Business Analysis, Vendor Management, Leadership, Requirements Analysis, Visio, IT Service Management, Project Planning, Software Project..., Agile Methodologies, SharePoint, CRM, Process Engineering, Business Intelligence, Requirements Gathering, User Acceptance Testing, Business Process..., Business Process, IT Strategy, Software Development, Process Improvement, Enterprise Architecture, Project Portfolio..., Disaster Recovery, Resource Management, PMO, Data Warehousing, Agile Project Management, Systems Analysis
Education
Kennesaw State University 2002 — 2004
M.S., Information Systems
Kennesaw State University 1993 — 1997
B.S., Information Systems
Teresa Cross Teresa Cross's SunTrust Robinson Humphrey Experience April 2014 - Present
Job
Industry Information Technology and Services
Experience
SunTrust Robinson Humphrey April 2014 - Present
Depart. Of Driver Services July 2008 - Present
Skills
Customer Service, Problem Solving, Windows 7, Troubleshooting, DHCP, DNS, Technical Support, VoIP, TCP/IP, Coaching, Microsoft Office, Wireless Networking, Physical Security, Access, CCNA routing & switching, Testing, Management, Operating Systems, XP, Customer Satisfaction, Software Documentation, Team Building, Training, Software Installation, Hardware, Windows, Process Improvement, Outlook, Computer Hardware, Security, Program Management, Networking, Inventory Management, Printers, VPN, Switches, System Administration, Laptops, Team Leadership, Network Administration, Commitment to Customer..., Leadership, SharePoint, Visio, Quality Assurance, Wireless, Call Centers, Vendor Management, Windows Server, Analysis
Education
Gwinnett College-Lilburn 2010 — 2012
Associate of Science
SunTrust Robinson Humphrey April 2014 - Present
Depart. Of Driver Services July 2008 - Present
Skills
Customer Service, Problem Solving, Windows 7, Troubleshooting, DHCP, DNS, Technical Support, VoIP, TCP/IP, Coaching, Microsoft Office, Wireless Networking, Physical Security, Access, CCNA routing & switching, Testing, Management, Operating Systems, XP, Customer Satisfaction, Software Documentation, Team Building, Training, Software Installation, Hardware, Windows, Process Improvement, Outlook, Computer Hardware, Security, Program Management, Networking, Inventory Management, Printers, VPN, Switches, System Administration, Laptops, Team Leadership, Network Administration, Commitment to Customer..., Leadership, SharePoint, Visio, Quality Assurance, Wireless, Call Centers, Vendor Management, Windows Server, Analysis
Education
Gwinnett College-Lilburn 2010 — 2012
Associate of Science
Lara Cooley Lara Cooley's SunTrust Robinson Humphrey Experience October 1999 - May 2006
Job Senior AA at Synchrony Financial
Industry Marketing and Advertising
Experience
Synchrony Financial August 2014 - Present
GE Capital March 2012 - August 2014
Proteus Networks November 2010 - November 2011
nCourt, LLC April 2009 - November 2010
The Intersect Group / Childs Company May 2006 - August 2006
SunTrust Robinson Humphrey October 1999 - May 2006
DOWL Engineers May 1997 - June 1999
Softlab Inc August 1993 - March 1996
Skills
Negotiation, Management, Calendars, Interviews, Data Entry, Marketing, Salesforce.com, Account Management, Human Resources, Sales, Outlook, Editing, Insurance, Purchasing, Customer Service, Business Development, Public Speaking, Event Planning, Calendaring, Press Releases, Public Relations, Administrative..., Real Estate, Travel Arrangements, Invoicing, Project Planning, Team Building, Microsoft Office, CRM, Concur, Time Management, Training, Leadership, Sales Operations
Education
Kennesaw State University 1996 — 1997
Physical Education
University of West Georgia 1989 — 1991
Biology, History, Physical Education
Synchrony Financial August 2014 - Present
GE Capital March 2012 - August 2014
Proteus Networks November 2010 - November 2011
nCourt, LLC April 2009 - November 2010
The Intersect Group / Childs Company May 2006 - August 2006
SunTrust Robinson Humphrey October 1999 - May 2006
DOWL Engineers May 1997 - June 1999
Softlab Inc August 1993 - March 1996
Skills
Negotiation, Management, Calendars, Interviews, Data Entry, Marketing, Salesforce.com, Account Management, Human Resources, Sales, Outlook, Editing, Insurance, Purchasing, Customer Service, Business Development, Public Speaking, Event Planning, Calendaring, Press Releases, Public Relations, Administrative..., Real Estate, Travel Arrangements, Invoicing, Project Planning, Team Building, Microsoft Office, CRM, Concur, Time Management, Training, Leadership, Sales Operations
Education
Kennesaw State University 1996 — 1997
Physical Education
University of West Georgia 1989 — 1991
Biology, History, Physical Education
Robert Jeffrey Robert Jeffrey's SunTrust Robinson Humphrey Experience July 2013 - Present
Job Associate at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey July 2013 - Present
Darden School of Business at University of Virginia August 2011 - May 2013
SunTrust Robinson Humphrey June 2012 - August 2012
Channel Capital Group / Hedgefund.net May 2010 - July 2011
CCG/HFN June 2007 - June 2010
The InPractice Group September 2004 - January 2007
AEI June 2004 - August 2004
Skills
Management, Analytical Skills, Financial Modeling, Valuation, Microsoft Excel, Due Diligence, Business, Leadership, PowerPoint, Problem Solving, Marketing, Mergers & Acquisitions, Analysis, Finance, Data Analysis, Investment Banking, Financial Analysis
Education
University of Virginia - Darden Graduate School of Business Administration 2011 — 2013
MBA, Finance/General Management
Haverford College 1999 — 2003
BA, Economics & English
SunTrust Robinson Humphrey July 2013 - Present
Darden School of Business at University of Virginia August 2011 - May 2013
SunTrust Robinson Humphrey June 2012 - August 2012
Channel Capital Group / Hedgefund.net May 2010 - July 2011
CCG/HFN June 2007 - June 2010
The InPractice Group September 2004 - January 2007
AEI June 2004 - August 2004
Skills
Management, Analytical Skills, Financial Modeling, Valuation, Microsoft Excel, Due Diligence, Business, Leadership, PowerPoint, Problem Solving, Marketing, Mergers & Acquisitions, Analysis, Finance, Data Analysis, Investment Banking, Financial Analysis
Education
University of Virginia - Darden Graduate School of Business Administration 2011 — 2013
MBA, Finance/General Management
Haverford College 1999 — 2003
BA, Economics & English
Jeffrey Safferman's SunTrust Robinson Humphrey Experience 2011 - 2013
Job Investment Associate at The CIM Group
Industry Venture Capital & Private Equity
Experience
The CIM Group 2015 - Present
RBC Capital Markets 2013 - 2015
SunTrust Robinson Humphrey 2011 - 2013
Skills
Leveraged Finance, LBO, Financial Modeling, Valuation, DCF, Capital IQ, Financial Analysis, Investment Banking, Corporate Finance, Bloomberg, Private Equity, Equity Research, Capital Markets, Due Diligence, Finance
Education
Indiana University - Kelley School of Business 2007 — 2011
BS, Business Economics and Public Policy
The CIM Group 2015 - Present
RBC Capital Markets 2013 - 2015
SunTrust Robinson Humphrey 2011 - 2013
Skills
Leveraged Finance, LBO, Financial Modeling, Valuation, DCF, Capital IQ, Financial Analysis, Investment Banking, Corporate Finance, Bloomberg, Private Equity, Equity Research, Capital Markets, Due Diligence, Finance
Education
Indiana University - Kelley School of Business 2007 — 2011
BS, Business Economics and Public Policy
Kamaria George Kamaria George's SunTrust Robinson Humphrey Experience November 2005 - February 2006
Job Administrative Assistant looking to bring value to a firm
Industry Investment Banking
Experience
Wells Fargo Capital Finance May 2014 - Present
New England Financial May 2012 - December 2012
In Transition June 2009 - April 2012
Independent Assignments May 2009 - April 2012
SunTrust Investment Services 2008 - 2009
SunTrust Investment Services February 2007 - July 2008
SunTrust Investment Services, Alexander Key May 2006 - January 2007
SunTrust Robinson Humphrey November 2005 - February 2006
SunTrust Robinson Humphrey November 1999 - November 2005
Alliance Theatre 1996 - 1997
Skills
Financial Analysis, Accounting
Education
Spelman College 1994 — 1996
BA, Theatre
Hampton University 1991 — 1993
Wells Fargo Capital Finance May 2014 - Present
New England Financial May 2012 - December 2012
In Transition June 2009 - April 2012
Independent Assignments May 2009 - April 2012
SunTrust Investment Services 2008 - 2009
SunTrust Investment Services February 2007 - July 2008
SunTrust Investment Services, Alexander Key May 2006 - January 2007
SunTrust Robinson Humphrey November 2005 - February 2006
SunTrust Robinson Humphrey November 1999 - November 2005
Alliance Theatre 1996 - 1997
Skills
Financial Analysis, Accounting
Education
Spelman College 1994 — 1996
BA, Theatre
Hampton University 1991 — 1993
Roxanne Pennington Roxanne Pennington's SunTrust Robinson Humphrey Experience November 1996 - April 1999
Job Entrepreneur
Industry Publishing
Experience
Dive Travel.com, Inc. October 2002 - Present
Ameritas Life Insurance July 2001 - October 2002
Ronald Blue & Co. December 1999 - April 2001
SunTrust Robinson Humphrey November 1996 - April 1999
Fortis Investments July 1995 - November 1996
Worldspan August 1991 - September 1995
Osborne Travel/ US Travel Systems June 1989 - July 1991
Education
Kennesaw State University - Michael J. Coles College of Business 2000 — 2002
M.B.A., Business. G.P.A. 3.91.
The Travel Institute 1987 — 1991
CTC, Certified Travel Counselor
Dive Travel.com, Inc. October 2002 - Present
Ameritas Life Insurance July 2001 - October 2002
Ronald Blue & Co. December 1999 - April 2001
SunTrust Robinson Humphrey November 1996 - April 1999
Fortis Investments July 1995 - November 1996
Worldspan August 1991 - September 1995
Osborne Travel/ US Travel Systems June 1989 - July 1991
Education
Kennesaw State University - Michael J. Coles College of Business 2000 — 2002
M.B.A., Business. G.P.A. 3.91.
The Travel Institute 1987 — 1991
CTC, Certified Travel Counselor
Gary Gipkhin Gary Gipkhin'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
Undergraduate Finance Club May 2014 - May 2015
Kelley School of Business December 2013 - December 2014
SunTrust Robinson Humphrey June 2014 - August 2014
Aequitas Financial, I.C. August 2012 - August 2014
Knall-Cohen Investment Fund September 2013 - February 2014
HSBC Holdings Plc August 2013 - August 2013
Monsanto May 2013 - May 2013
Skills
Financial Analysis, Leadership, Portfolio Management, Microsoft Excel, Equity Research, Public Speaking, Microsoft Office, Financial Modeling, Capital Markets, Economics, Valuation, @Risk, Investment Banking, Mergers & Acquisitions, Leveraged Finance, Marketing Communications, Due Diligence, Bloomberg Terminal, Writing
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor of Science (B.S.), Finance and Accounting
London School of Economics and Political Science 2013 — 2013
Economics, Government
Parkway West High School 2007 — 2011
High School
SunTrust Robinson Humphrey July 2015 - Present
Undergraduate Finance Club May 2014 - May 2015
Kelley School of Business December 2013 - December 2014
SunTrust Robinson Humphrey June 2014 - August 2014
Aequitas Financial, I.C. August 2012 - August 2014
Knall-Cohen Investment Fund September 2013 - February 2014
HSBC Holdings Plc August 2013 - August 2013
Monsanto May 2013 - May 2013
Skills
Financial Analysis, Leadership, Portfolio Management, Microsoft Excel, Equity Research, Public Speaking, Microsoft Office, Financial Modeling, Capital Markets, Economics, Valuation, @Risk, Investment Banking, Mergers & Acquisitions, Leveraged Finance, Marketing Communications, Due Diligence, Bloomberg Terminal, Writing
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor of Science (B.S.), Finance and Accounting
London School of Economics and Political Science 2013 — 2013
Economics, Government
Parkway West High School 2007 — 2011
High School
Caroline Harding Caroline Harding'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
Bank of America Merrill Lynch July 2014 - August 2014
HM.Clause May 2014 - June 2014
University of Florida September 2011 - April 2012
Skills
Event Planning, Microsoft Office, Public Speaking, Social Media, Leadership, Critical Thinking, Global Strategy..., Global Human Resources..., Research, Social Networking, Finance, Marketing, Facebook, Time Management
Education
University of Florida - Warrington College Of Business 2011 — 2015
Bachelor of Science (B.S.), Finance, General
Grenoble Ecole de Management - Grenoble Graduate School of Business 2014 — 2014
Certificate in Global Management
University of Florida
SunTrust Robinson Humphrey June 2015 - Present
Bank of America Merrill Lynch July 2014 - August 2014
HM.Clause May 2014 - June 2014
University of Florida September 2011 - April 2012
Skills
Event Planning, Microsoft Office, Public Speaking, Social Media, Leadership, Critical Thinking, Global Strategy..., Global Human Resources..., Research, Social Networking, Finance, Marketing, Facebook, Time Management
Education
University of Florida - Warrington College Of Business 2011 — 2015
Bachelor of Science (B.S.), Finance, General
Grenoble Ecole de Management - Grenoble Graduate School of Business 2014 — 2014
Certificate in Global Management
University of Florida
Aditi Tripathi's SunTrust Robinson Humphrey Experience June 2014 - August 2014
Job M&A Associate at Kaufman Hall
Industry Financial Services
Experience
Kaufman Hall August 2015 - Present
SunTrust Robinson Humphrey June 2014 - August 2014
US Technicians May 2011 - August 2011
Skills
PowerPoint
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor of Science (BS), Finance
London School of Economics and Political Science 2012 — 2012
Marketing
Barrington High School 2007 — 2011
High School Diploma
Kaufman Hall August 2015 - Present
SunTrust Robinson Humphrey June 2014 - August 2014
US Technicians May 2011 - August 2011
Skills
PowerPoint
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor of Science (BS), Finance
London School of Economics and Political Science 2012 — 2012
Marketing
Barrington High School 2007 — 2011
High School Diploma
Kisha D. Williams Kisha D. Williams's SunTrust Robinson Humphrey Experience May 2005 - October 2007
Job Credentialing Supervisor at LexisNexis
Industry Information Technology and Services
Experience
LexisNexis April 2015 - Present
LexisNexis May 2014 - April 2015
LexisNexis January 2013 - May 2014
LexisNexis April 2011 - January 2013
Kforce Professional Staffing (LexisNexis) January 2011 - March 2011
TCE, Inc. (U.S. Department of Labor/Office of Foreign Labor Certification) March 2009 - September 2010
Forrer & Associates October 2007 - February 2009
SunTrust Robinson Humphrey May 2005 - October 2007
Spherion Staffing, LLC (Cox) November 2004 - April 2005
Courtroom Television October 2002 - October 2004
Skills
Microsoft Office, Microsoft Word, Analytical Skills, Database Admin, Microsoft Excel, PowerPoint, Access, Editing, Analysis, Management, Customer Service, Outlook, Public Speaking, Research, Budgets, Human Resources
Education
Hofstra University
BA, Communications, 3.4
The Chicago School of Professional Psychology
MA, Psychology - Organizational Leadership, 3.88
LexisNexis April 2015 - Present
LexisNexis May 2014 - April 2015
LexisNexis January 2013 - May 2014
LexisNexis April 2011 - January 2013
Kforce Professional Staffing (LexisNexis) January 2011 - March 2011
TCE, Inc. (U.S. Department of Labor/Office of Foreign Labor Certification) March 2009 - September 2010
Forrer & Associates October 2007 - February 2009
SunTrust Robinson Humphrey May 2005 - October 2007
Spherion Staffing, LLC (Cox) November 2004 - April 2005
Courtroom Television October 2002 - October 2004
Skills
Microsoft Office, Microsoft Word, Analytical Skills, Database Admin, Microsoft Excel, PowerPoint, Access, Editing, Analysis, Management, Customer Service, Outlook, Public Speaking, Research, Budgets, Human Resources
Education
Hofstra University
BA, Communications, 3.4
The Chicago School of Professional Psychology
MA, Psychology - Organizational Leadership, 3.88
Si Yu Huang's SunTrust Robinson Humphrey Experience July 2015 - Present
Job M&A Analyst at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey July 2015 - Present
SunTrust Robinson Humphrey June 2014 - August 2014
Economics Department - Indiana University August 2013 - May 2014
Wells Fargo Advisors August 2013 - December 2013
J.P. Morgan Case Competition October 2013 - November 2013
Training the Street Seminar October 2013 - October 2013
Hutton Honors College - Indiana University August 2012 - October 2012
Skills
Team Leadership, Analytical Skills, Microsoft Office, Leadership, Time Management, Research
Education
Indiana University Bloomington 2010 — 2014
Bachelor of Arts (B.A.), Economics and Mathematics
Greenwood High School 2006 — 2010
Core 40 with Academic Honors, Graduated top 10% of class
SunTrust Robinson Humphrey July 2015 - Present
SunTrust Robinson Humphrey June 2014 - August 2014
Economics Department - Indiana University August 2013 - May 2014
Wells Fargo Advisors August 2013 - December 2013
J.P. Morgan Case Competition October 2013 - November 2013
Training the Street Seminar October 2013 - October 2013
Hutton Honors College - Indiana University August 2012 - October 2012
Skills
Team Leadership, Analytical Skills, Microsoft Office, Leadership, Time Management, Research
Education
Indiana University Bloomington 2010 — 2014
Bachelor of Arts (B.A.), Economics and Mathematics
Greenwood High School 2006 — 2010
Core 40 with Academic Honors, Graduated top 10% of class
Dan Russell's SunTrust Robinson Humphrey Experience May 2012 - July 2012
Job Founder at KISS Ventures | Lead Strategist at Synduit
Industry Marketing and Advertising
Experience
KISS Consulting May 2014 - Present
Synduit LLC June 2013 - Present
Stax Books LLC 2012 - June 2013
SunTrust Robinson Humphrey May 2012 - July 2012
Indiana University Residential Programs and Services September 2010 - May 2012
Boy Scouts of America June 2011 - July 2011
Seton Boy Scout Day Camp June 2010 - August 2010
Teter Quad Student Government September 2009 - May 2010
Wee Burn Beach Club June 2009 - August 2009
Vineyard Vines Clothing September 2008 - August 2009
Skills
Marketing, Entrepreneurship, Social Media, Marketing Automation, Funnel Optimization, Sales Funnels, Fundraising, CRM Integration, Financial Analysis, Microsoft Office, Microsoft Excel, Business Valuation, Excel, Marketing Strategy, PowerPoint, Management, Business Strategy, Data Analysis, Public Speaking, Sales Funnel..., Access
Education
Indiana University - Kelley School of Business 2009 — 2013
Bachelor of Science, Business; Finance, Technology Management
London School of Economics and Political Science 2011 — 2011
Summer Program, Money & Banking, Finance & Politics
Rye Country Day School 2005 — 2009
High School Diploma, 2009
KISS Consulting May 2014 - Present
Synduit LLC June 2013 - Present
Stax Books LLC 2012 - June 2013
SunTrust Robinson Humphrey May 2012 - July 2012
Indiana University Residential Programs and Services September 2010 - May 2012
Boy Scouts of America June 2011 - July 2011
Seton Boy Scout Day Camp June 2010 - August 2010
Teter Quad Student Government September 2009 - May 2010
Wee Burn Beach Club June 2009 - August 2009
Vineyard Vines Clothing September 2008 - August 2009
Skills
Marketing, Entrepreneurship, Social Media, Marketing Automation, Funnel Optimization, Sales Funnels, Fundraising, CRM Integration, Financial Analysis, Microsoft Office, Microsoft Excel, Business Valuation, Excel, Marketing Strategy, PowerPoint, Management, Business Strategy, Data Analysis, Public Speaking, Sales Funnel..., Access
Education
Indiana University - Kelley School of Business 2009 — 2013
Bachelor of Science, Business; Finance, Technology Management
London School of Economics and Political Science 2011 — 2011
Summer Program, Money & Banking, Finance & Politics
Rye Country Day School 2005 — 2009
High School Diploma, 2009
Chris Smalley Chris Smalley's SunTrust Robinson Humphrey Experience June 2015 - Present
Job Financial Analyst at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey June 2015 - Present
McIntire School of Commerce June 2014 - August 2014
Harris Williams & Co. May 2014 - May 2014
University Directories May 2013 - August 2013
Shenandoah University Financial Aid Office June 2012 - August 2012
Skills
Close Attention to..., Analytical Skills, Charismatic Leadership, Time Management, Creativity, Relationship Management, Intellectually Curious, Highly personable, Efficiency, Cold Calling, Sales, Market Research, Facebook, PowerPoint, Teamwork, Microsoft Excel, Social Networking, Microsoft Word, Social Media
Education
McIntire School of Commerce 2013 — 2015
Bachelor of Commerce (B.Com.), Finance and Financial Management Services
University of Virginia 2011 — 2015
Bachelor of Commerce (BCom), Finance, General
SunTrust Robinson Humphrey June 2015 - Present
McIntire School of Commerce June 2014 - August 2014
Harris Williams & Co. May 2014 - May 2014
University Directories May 2013 - August 2013
Shenandoah University Financial Aid Office June 2012 - August 2012
Skills
Close Attention to..., Analytical Skills, Charismatic Leadership, Time Management, Creativity, Relationship Management, Intellectually Curious, Highly personable, Efficiency, Cold Calling, Sales, Market Research, Facebook, PowerPoint, Teamwork, Microsoft Excel, Social Networking, Microsoft Word, Social Media
Education
McIntire School of Commerce 2013 — 2015
Bachelor of Commerce (B.Com.), Finance and Financial Management Services
University of Virginia 2011 — 2015
Bachelor of Commerce (BCom), Finance, General
Jack Castell's SunTrust Robinson Humphrey Experience June 2015 - August 2015
Job Leveraged Finance Summer Analyst at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey June 2015 - August 2015
Periculum Capital Company, LLC April 2013 - June 2013
DTZ October 2012 - January 2013
Merrill Lynch May 2011 - August 2011
C&B T-Shirts and Jerseys May 2011 - August 2011
Skills
Microsoft Excel, Data Analysis, Management, Organization, Marketing, Strategy, Social Media, Teamwork
Education
Indiana University - Kelley School of Business 2013 — 2015
Bachelor of Science in Business, Majors: Finance & Accounting
Miami University: Farmer School of Business 2010 — 2012
Bachelor of Science in Business, Majors: Finance & Accounting
SunTrust Robinson Humphrey June 2015 - August 2015
Periculum Capital Company, LLC April 2013 - June 2013
DTZ October 2012 - January 2013
Merrill Lynch May 2011 - August 2011
C&B T-Shirts and Jerseys May 2011 - August 2011
Skills
Microsoft Excel, Data Analysis, Management, Organization, Marketing, Strategy, Social Media, Teamwork
Education
Indiana University - Kelley School of Business 2013 — 2015
Bachelor of Science in Business, Majors: Finance & Accounting
Miami University: Farmer School of Business 2010 — 2012
Bachelor of Science in Business, Majors: Finance & Accounting
Andrew Karasyk's SunTrust Robinson Humphrey Experience June 2015 - Present
Job Investment Banking Analyst at SunTrust Robinson Humphrey
Industry Banking
Experience
SunTrust Robinson Humphrey June 2015 - Present
HSBC June 2014 - August 2014
Q Drinks June 2013 - August 2013
PwC June 2013 - June 2013
Insight Venture Partners June 2012 - June 2012
Mark Gottlieb CPA September 2009 - June 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Sales, Accounting, Editing, Access, Databases, Microsoft Word, Social Media, Data Analysis, Teamwork, Time Management, Public Speaking, Social Networking, Facebook, Team Leadership, Leadership, Research, Customer Service, Financial Analysis, Marketing, Finance, Social Media Marketing
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor of Science (BS), Accounting, Finance, International Business
SunTrust Robinson Humphrey June 2015 - Present
HSBC June 2014 - August 2014
Q Drinks June 2013 - August 2013
PwC June 2013 - June 2013
Insight Venture Partners June 2012 - June 2012
Mark Gottlieb CPA September 2009 - June 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Sales, Accounting, Editing, Access, Databases, Microsoft Word, Social Media, Data Analysis, Teamwork, Time Management, Public Speaking, Social Networking, Facebook, Team Leadership, Leadership, Research, Customer Service, Financial Analysis, Marketing, Finance, Social Media Marketing
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor of Science (BS), Accounting, Finance, International Business
Alejandro Vazquez Bettinger Alejandro Vazquez Bettinger's SunTrust Robinson Humphrey Experience June 2014 - Present
Job Associate SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey June 2014 - Present
Sysco Corporation May 2013 - August 2013
Ixe Grupo Financiero, S.A. de C.V. Ixe Grupo Financiero December 2010 - June 2012
Ixe Grupo Financiero, S.A. de C.V. Ixe Grupo Financiero April 2008 - December 2010
Monex Casa de Bolsa, S.A. de C.V. Monex Grupo Financiero March 2005 - March 2008
Skills
Investment Banking, Fixed Income, Credit Risk, Banking, Structured Products, Corporate Finance, Credit, Portfolio Management, Financial Analysis, Financial Markets, Bloomberg, Structured Finance, Equities, Credit Analysis, Financial Modeling, Valuation, Mergers, Capital Markets, Banca de inversión, Créditos
Education
Rice University - Jesse H. Jones Graduate School of Management 2012 — 2014
Master of Business Administration (MBA), Concentration in Energy and Finance
UC Berkeley Haas School of Business 2007 — 2007
Investments and Introduction to International Business
Universidad Iberoamericana, Ciudad de México 2004 — 2008
B.S. Industrial Engineering
SunTrust Robinson Humphrey June 2014 - Present
Sysco Corporation May 2013 - August 2013
Ixe Grupo Financiero, S.A. de C.V. Ixe Grupo Financiero December 2010 - June 2012
Ixe Grupo Financiero, S.A. de C.V. Ixe Grupo Financiero April 2008 - December 2010
Monex Casa de Bolsa, S.A. de C.V. Monex Grupo Financiero March 2005 - March 2008
Skills
Investment Banking, Fixed Income, Credit Risk, Banking, Structured Products, Corporate Finance, Credit, Portfolio Management, Financial Analysis, Financial Markets, Bloomberg, Structured Finance, Equities, Credit Analysis, Financial Modeling, Valuation, Mergers, Capital Markets, Banca de inversión, Créditos
Education
Rice University - Jesse H. Jones Graduate School of Management 2012 — 2014
Master of Business Administration (MBA), Concentration in Energy and Finance
UC Berkeley Haas School of Business 2007 — 2007
Investments and Introduction to International Business
Universidad Iberoamericana, Ciudad de México 2004 — 2008
B.S. Industrial Engineering
Chris Newlove Chris Newlove's SunTrust Robinson Humphrey Experience October 2013 - Present
Job Level 2 Desk Side Support at Panasonic Automotive Systems
Industry Real Estate
Experience
Panasonic Automotive Systems October 2014 - Present
SunTrust Robinson Humphrey October 2013 - Present
Better Homes and Gardens Real Estate Metro Brokers October 2009 - Present
Better Homes and Gardens Real Estate Metro Brokers January 2005 - October 2009
Johnson Controls September 2000 - August 2001
Ryder Transportation Systems June 1998 - September 2000
Skills
Help Desk Support, Customer Service, Microsoft Server..., Time Management, Customer Satisfaction, Negotiation, Process Scheduler, Sales, Real Estate Transactions, Residential Homes
Education
Kennesaw State University 1998 — 2002
Bachelor's degree, Computer Science, 3.9
Panasonic Automotive Systems October 2014 - Present
SunTrust Robinson Humphrey October 2013 - Present
Better Homes and Gardens Real Estate Metro Brokers October 2009 - Present
Better Homes and Gardens Real Estate Metro Brokers January 2005 - October 2009
Johnson Controls September 2000 - August 2001
Ryder Transportation Systems June 1998 - September 2000
Skills
Help Desk Support, Customer Service, Microsoft Server..., Time Management, Customer Satisfaction, Negotiation, Process Scheduler, Sales, Real Estate Transactions, Residential Homes
Education
Kennesaw State University 1998 — 2002
Bachelor's degree, Computer Science, 3.9
Cary Luhn Cary Luhn's SunTrust Robinson Humphrey Experience July 2004 - July 2005
Job Manager, Internal Audit at KapStone Paper and Packaging Corporation
Industry Accounting
Experience
Christ School October 2011 - May 2014
Gould Killian CPA Group P.A. September 2007 - October 2011
Newell Rubbermaid October 2006 - July 2007
Newell Rubbermaid July 2005 - October 2006
SunTrust Robinson Humphrey July 2004 - July 2005
Nivis LLC April 2003 - July 2004
Ernst & Young 2000 - 2003
Skills
Accounting, Financial Accounting, CPA, General Ledger, Financial Reporting, Financial Analysis, Auditing, Financial Modeling, Strategic Data Analysis, Management, GAAP, Internal Controls, Finance, Analysis, Financial Audits
Education
Haslam College of Business at the University of Tennessee 1995 — 2000
MAcc, Accounting
Morristown West
Christ School October 2011 - May 2014
Gould Killian CPA Group P.A. September 2007 - October 2011
Newell Rubbermaid October 2006 - July 2007
Newell Rubbermaid July 2005 - October 2006
SunTrust Robinson Humphrey July 2004 - July 2005
Nivis LLC April 2003 - July 2004
Ernst & Young 2000 - 2003
Skills
Accounting, Financial Accounting, CPA, General Ledger, Financial Reporting, Financial Analysis, Auditing, Financial Modeling, Strategic Data Analysis, Management, GAAP, Internal Controls, Finance, Analysis, Financial Audits
Education
Haslam College of Business at the University of Tennessee 1995 — 2000
MAcc, Accounting
Morristown West
Judson McAdams Judson McAdams's SunTrust Robinson Humphrey Experience June 2007 - March 2010
Job Head of Business Banking at Park Sterling Bank
Industry Banking
Experience
Park Sterling Bank October 2014 - Present
Park Sterling Bank April 2010 - September 2014
SunTrust Robinson Humphrey June 2007 - March 2010
SunTrust Bank July 2004 - June 2007
Skills
Credit, Portfolio Management, Banking, Loans, Corporate Finance
Education
Hampden-Sydney College 2000 — 2004
BA, Managerial Economics
Park Sterling Bank October 2014 - Present
Park Sterling Bank April 2010 - September 2014
SunTrust Robinson Humphrey June 2007 - March 2010
SunTrust Bank July 2004 - June 2007
Skills
Credit, Portfolio Management, Banking, Loans, Corporate Finance
Education
Hampden-Sydney College 2000 — 2004
BA, Managerial Economics
Joanne Wimprine's SunTrust Robinson Humphrey Experience December 2004 - December 2007
Job District Manager at AlterG
Industry Medical Devices
Experience
AlterG January 2012 - Present
AlterG April 2010 - May 2012
SunTrust Banks Inc December 2007 - February 2010
SunTrust Robinson Humphrey December 2004 - December 2007
Wealth Solutions, LLC August 2004 - December 2004
Skills
Marketing Management, Medical Devices, Marketing, Cold Calling, Orthopedic, Strategic Planning, Sales
Education
Louisiana State University 2002 — 2004
MBA, Marketing, Entrepreneurship
Louisiana State University 1999 — 2001
B.S., Kinesiology/Pre-Medicine
The University of Southern Mississippi 1997 — 1999
Biology
Chapelle
AlterG January 2012 - Present
AlterG April 2010 - May 2012
SunTrust Banks Inc December 2007 - February 2010
SunTrust Robinson Humphrey December 2004 - December 2007
Wealth Solutions, LLC August 2004 - December 2004
Skills
Marketing Management, Medical Devices, Marketing, Cold Calling, Orthopedic, Strategic Planning, Sales
Education
Louisiana State University 2002 — 2004
MBA, Marketing, Entrepreneurship
Louisiana State University 1999 — 2001
B.S., Kinesiology/Pre-Medicine
The University of Southern Mississippi 1997 — 1999
Biology
Chapelle
Charlie Mills Charlie Mills's SunTrust Robinson Humphrey Experience July 1996 - April 2006
Job Senior member of Business Development team
Industry Financial Services
Experience
H.I.G. Capital December 2012 - Present
Houlihan Lokey January 2010 - December 2012
Macquarie Bank April 2006 - July 2009
Macquarie Capital (USA) Inc. 2006 - 2009
SunTrust Robinson Humphrey July 1996 - April 2006
Skills
Private Equity, Divestitures, Valuation, Mergers, Mergers & Acquisitions, Business Planning, Investment Banking, Negotiation, Business Development, M&A experience, Portfolio Management, Capital Raising, Leveraged Finance, Management Consulting, Venture Capital, Strategic Planning, Financial Advisory, Strategy, Capital Markets, Asset Management, Corporate Development, Executive Management, LBO
Education
Harvard Business School 1994 — 1996
MBA
United States Naval Academy 1985 — 1989
BS, Economics
The Westminster Schools
H.I.G. Capital December 2012 - Present
Houlihan Lokey January 2010 - December 2012
Macquarie Bank April 2006 - July 2009
Macquarie Capital (USA) Inc. 2006 - 2009
SunTrust Robinson Humphrey July 1996 - April 2006
Skills
Private Equity, Divestitures, Valuation, Mergers, Mergers & Acquisitions, Business Planning, Investment Banking, Negotiation, Business Development, M&A experience, Portfolio Management, Capital Raising, Leveraged Finance, Management Consulting, Venture Capital, Strategic Planning, Financial Advisory, Strategy, Capital Markets, Asset Management, Corporate Development, Executive Management, LBO
Education
Harvard Business School 1994 — 1996
MBA
United States Naval Academy 1985 — 1989
BS, Economics
The Westminster Schools
Matney Gornall Matney Gornall's SunTrust Robinson Humphrey Experience October 2014 - Present
Job Vice President ABL Originations at SunTrust Robinson Humphrey
Industry Banking
Experience
SunTrust Robinson Humphrey October 2014 - Present
SunTrust Robinson Humphrey January 2013 - September 2014
SunTrust Robinson Humphrey April 2012 - December 2012
Wells Fargo Bank May 2011 - April 2012
SunTrust Bank June 2008 - May 2011
SunTrust Bank 2007 - 2008
Byron Bank December 2005 - November 2006
Huntington National Bank November 2003 - December 2005
Skills
Financial Modeling, Portfolio Management, Credit, Finance, Loans, Cash Flow, Financial Analysis, Mergers & Acquisitions, Financial Structuring, Underwriting, Banking, Commercial Credit, Negotiation, Legal Documentation, Excel, Series 79, Series 63, Commercial Lending, Credit Analysis, Valuation, Private Equity
Education
Kalamazoo College 1998 — 2002
Bachlors, International Area Studies- Latin America
Pontificia Universidad Católica de Chile 2000 — 2001
International Area Studies
Georgia State University, Grand Valley State University, Western Michigan University
Post BA
Investment Banking Institute
SunTrust Robinson Humphrey October 2014 - Present
SunTrust Robinson Humphrey January 2013 - September 2014
SunTrust Robinson Humphrey April 2012 - December 2012
Wells Fargo Bank May 2011 - April 2012
SunTrust Bank June 2008 - May 2011
SunTrust Bank 2007 - 2008
Byron Bank December 2005 - November 2006
Huntington National Bank November 2003 - December 2005
Skills
Financial Modeling, Portfolio Management, Credit, Finance, Loans, Cash Flow, Financial Analysis, Mergers & Acquisitions, Financial Structuring, Underwriting, Banking, Commercial Credit, Negotiation, Legal Documentation, Excel, Series 79, Series 63, Commercial Lending, Credit Analysis, Valuation, Private Equity
Education
Kalamazoo College 1998 — 2002
Bachlors, International Area Studies- Latin America
Pontificia Universidad Católica de Chile 2000 — 2001
International Area Studies
Georgia State University, Grand Valley State University, Western Michigan University
Post BA
Investment Banking Institute
Matt Earnest, CPA Matt Earnest, CPA's SunTrust Robinson Humphrey Experience August 2013 - July 2014
Job Senior Financial Analyst at PhyMed Healthcare Group
Industry Hospital & Health Care
Experience
PhyMed Healthcare Group July 2014 - Present
SunTrust Robinson Humphrey August 2013 - July 2014
Ernst & Young September 2011 - August 2013
Ernst & Young January 2011 - March 2011
BKD June 2010 - August 2010
Do it Best Corp. June 2009 - June 2010
Tower Bank June 2007 - August 2009
Skills
Accounting, Auditing, Financial Accounting, Financial Reporting, CPA, Leadership, Internal Audit, Microsoft Excel, Financial Statements, Financial Analysis, Finance, Assurance, Analysis, Sarbanes-Oxley Act
Education
Vanderbilt University - Owen Graduate School of Management 2010 — 2011
Master of Accountancy
Indiana University—Purdue University Fort Wayne 2007 — 2010
BSBA, Accounting
Xavier University - Williams College of Business 2006 — 2007
Bishop Dwenger High School 2002 — 2006
PhyMed Healthcare Group July 2014 - Present
SunTrust Robinson Humphrey August 2013 - July 2014
Ernst & Young September 2011 - August 2013
Ernst & Young January 2011 - March 2011
BKD June 2010 - August 2010
Do it Best Corp. June 2009 - June 2010
Tower Bank June 2007 - August 2009
Skills
Accounting, Auditing, Financial Accounting, Financial Reporting, CPA, Leadership, Internal Audit, Microsoft Excel, Financial Statements, Financial Analysis, Finance, Assurance, Analysis, Sarbanes-Oxley Act
Education
Vanderbilt University - Owen Graduate School of Management 2010 — 2011
Master of Accountancy
Indiana University—Purdue University Fort Wayne 2007 — 2010
BSBA, Accounting
Xavier University - Williams College of Business 2006 — 2007
Bishop Dwenger High School 2002 — 2006
Anna Beck, CPA's SunTrust Robinson Humphrey Experience August 2010 - April 2014
Job Sr. Finance Manager at SunTrust Bank
Industry Banking
Experience
SunTrust Bank May 2014 - Present
SunTrust Robinson Humphrey August 2010 - April 2014
SunTrust Robinson Humphrey August 2008 - September 2010
SunTrust Bank January 2007 - August 2008
Southern Company October 2006 - December 2006
PricewaterhouseCoopers September 2001 - October 2006
Skills
CPA, Capital Markets, Derivatives, SEC filings, Accounting, Financial Analysis, SEC reporting, Assurance, GAAP, Financial Reporting, Journal Entries, External Audit, Variances, Reconciliations, Financial Accounting, SOX, Internal Controls, Public Companies, Sarbanes-Oxley Act, SEC Filings
Education
Loyola University New Orleans 1997 — 2001
BBA, Accounting/Finance
SunTrust Bank May 2014 - Present
SunTrust Robinson Humphrey August 2010 - April 2014
SunTrust Robinson Humphrey August 2008 - September 2010
SunTrust Bank January 2007 - August 2008
Southern Company October 2006 - December 2006
PricewaterhouseCoopers September 2001 - October 2006
Skills
CPA, Capital Markets, Derivatives, SEC filings, Accounting, Financial Analysis, SEC reporting, Assurance, GAAP, Financial Reporting, Journal Entries, External Audit, Variances, Reconciliations, Financial Accounting, SOX, Internal Controls, Public Companies, Sarbanes-Oxley Act, SEC Filings
Education
Loyola University New Orleans 1997 — 2001
BBA, Accounting/Finance
Sarah Hwang Robertson Sarah Hwang Robertson's SunTrust Robinson Humphrey Experience September 2013 - Present
Job Analyst Underwriter at SunTrust Robinson Humphrey
Industry Banking
Experience
SunTrust Robinson Humphrey September 2013 - Present
SunTrust Robinson Humphrey November 2011 - September 2013
SUNTRUST BANK & SUNTRUST INVESTMENT SERVICES April 2007 - November 2011
Education
Mercer University - Stetson School of Business and Economics
BBA, Finance
SunTrust Robinson Humphrey September 2013 - Present
SunTrust Robinson Humphrey November 2011 - September 2013
SUNTRUST BANK & SUNTRUST INVESTMENT SERVICES April 2007 - November 2011
Education
Mercer University - Stetson School of Business and Economics
BBA, Finance
Darnell Harris Darnell Harris's SunTrust Robinson Humphrey Experience December 2011 - Present
Job Sr. Application Support Specialist
Industry Information Technology and Services
Experience
SunTrust Robinson Humphrey December 2011 - Present
IBM Global Business Services July 2008 - December 2011
SunTrust Bank October 2007 - June 2008
SunTrust Bank January 2006 - October 2007
Management Decisions Inc. December 2004 - December 2006
Management Decisions Inc. August 2003 - December 2004
Skills
Technical Support, SDLC, XP, Disaster Recovery, Windows XP, Visio, Vendor Management, Business Analysis, Software Documentation, Troubleshooting, SharePoint, Requirements Analysis, Active Directory, Databases, Process Improvement, Integration, Microsoft SQL Server, Windows 2000, Unix, Citrix, Project Management, Access, VMware, BMC Remedy, SQL, IT Management, Data Center, Program Management, Windows 7, Windows Server
Education
Johnson C. Smith University - JCSU 1999 — 2003
Bachelors of Science, Computer Science/Information Systems
SunTrust Robinson Humphrey December 2011 - Present
IBM Global Business Services July 2008 - December 2011
SunTrust Bank October 2007 - June 2008
SunTrust Bank January 2006 - October 2007
Management Decisions Inc. December 2004 - December 2006
Management Decisions Inc. August 2003 - December 2004
Skills
Technical Support, SDLC, XP, Disaster Recovery, Windows XP, Visio, Vendor Management, Business Analysis, Software Documentation, Troubleshooting, SharePoint, Requirements Analysis, Active Directory, Databases, Process Improvement, Integration, Microsoft SQL Server, Windows 2000, Unix, Citrix, Project Management, Access, VMware, BMC Remedy, SQL, IT Management, Data Center, Program Management, Windows 7, Windows Server
Education
Johnson C. Smith University - JCSU 1999 — 2003
Bachelors of Science, Computer Science/Information Systems
Richard Cheever's SunTrust Robinson Humphrey Experience August 2007 - April 2014
Job Portfolio Advisor/Research Analyst at North Berkeley Investment Partners
Industry Investment Management
Experience
North Berkeley Investment Partners April 2015 - Present
McCullough & Associates LLC May 2014 - March 2015
SunTrust Robinson Humphrey August 2007 - April 2014
Bancroft Partners January 2007 - August 2007
Spectrum Settlement Recovery December 2005 - November 2006
Collins & Company September 2001 - July 2005
Compaq Computer June 1999 - June 2001
Charles Schwab 1992 - 1999
Charles Schwab 1992 - 1999
Skills
Financial Modeling, Portfolio Management, Investments, Financial Analysis, Valuation, Equities, Finance, Series 7, Investment Valuation, Statement Analysis, Analysis, Equity Research, Capital Markets, Securities, Bloomberg
Education
Indiana University 1996 — 1999
MBA, Finance
Purdue Univeristy 1984 — 1988
BS, Industrial Management
L.P.H.S.
North Berkeley Investment Partners April 2015 - Present
McCullough & Associates LLC May 2014 - March 2015
SunTrust Robinson Humphrey August 2007 - April 2014
Bancroft Partners January 2007 - August 2007
Spectrum Settlement Recovery December 2005 - November 2006
Collins & Company September 2001 - July 2005
Compaq Computer June 1999 - June 2001
Charles Schwab 1992 - 1999
Charles Schwab 1992 - 1999
Skills
Financial Modeling, Portfolio Management, Investments, Financial Analysis, Valuation, Equities, Finance, Series 7, Investment Valuation, Statement Analysis, Analysis, Equity Research, Capital Markets, Securities, Bloomberg
Education
Indiana University 1996 — 1999
MBA, Finance
Purdue Univeristy 1984 — 1988
BS, Industrial Management
L.P.H.S.
Marcos Zambrano's SunTrust Robinson Humphrey Experience September 2013 - February 2015
Job Finance at OTG Holdings
Industry Financial Services
Experience
OTG Holdings February 2015 - August 2015
SunTrust Robinson Humphrey September 2013 - February 2015
Orange Lake Resort August 2009 - August 2013
AIG American General December 2006 - July 2009
Skills
Leadership & Team..., Inventory Management, Business Development, Cost Reduction, Project Management, Facilitator, Strategic Planning &..., Quality Assurance, Budget Development, Contract Processing, Vendor Management, Public Speaking, Fluent in Spanish, Access, Management, Analysis, Banking, Budgets, Sales, Forecasting, Finance, Financial Analysis
Education
Indiana University Bloomington 2001 — 2006
Bachelor's degree, Finance and Financial Management Services
OTG Holdings February 2015 - August 2015
SunTrust Robinson Humphrey September 2013 - February 2015
Orange Lake Resort August 2009 - August 2013
AIG American General December 2006 - July 2009
Skills
Leadership & Team..., Inventory Management, Business Development, Cost Reduction, Project Management, Facilitator, Strategic Planning &..., Quality Assurance, Budget Development, Contract Processing, Vendor Management, Public Speaking, Fluent in Spanish, Access, Management, Analysis, Banking, Budgets, Sales, Forecasting, Finance, Financial Analysis
Education
Indiana University Bloomington 2001 — 2006
Bachelor's degree, Finance and Financial Management Services
Matthew Bujor's SunTrust Robinson Humphrey Experience June 2015 - August 2015
Job Investment Banking Summer Analyst at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey June 2015 - August 2015
Education
McIntire School of Commerce 2012 — 2016
Bachelor of Science (B.S.) in Commerce, Accounting and Finance
University of Virginia 2012 — 2016
BS, Commerce
SunTrust Robinson Humphrey June 2015 - August 2015
Education
McIntire School of Commerce 2012 — 2016
Bachelor of Science (B.S.) in Commerce, Accounting and Finance
University of Virginia 2012 — 2016
BS, Commerce
Michael Trimis's SunTrust Robinson Humphrey Experience April 2011 - February 2012
Job Technology Management / Management Consulting
Industry Information Technology and Services
Experience
TRIMIS & Associates April 2011 - Present
SeaWorld Parks & Entertainment January 2014 - May 2014
SunTrust Robinson Humphrey April 2011 - February 2012
Wyndham Vacation Ownership October 2010 - March 2011
JP Morgan Chase May 2009 - August 2010
Capgemini December 2006 - October 2008
ADT July 2005 - September 2006
JPMorgan Chase September 2003 - August 2004
JP Morgan Chase September 2003 - August 2004
PricewaterhouseCoopers August 1998 - May 2001
Skills
Program Management, PMO, Change Management, Operations Management, Business Process..., IT Management, PMI, IT Strategy, Management Consulting, Banking, Insurance, SDLC, Process Improvement, Risk Management, Outsourcing, Integration, IT Governance, Process Development, ERP, Business Strategy, Team Building, Quality Assurance, Business Analysis, Vendor Management, Product Development
Education
Long Island University
BS, Business Administration
TRIMIS & Associates April 2011 - Present
SeaWorld Parks & Entertainment January 2014 - May 2014
SunTrust Robinson Humphrey April 2011 - February 2012
Wyndham Vacation Ownership October 2010 - March 2011
JP Morgan Chase May 2009 - August 2010
Capgemini December 2006 - October 2008
ADT July 2005 - September 2006
JPMorgan Chase September 2003 - August 2004
JP Morgan Chase September 2003 - August 2004
PricewaterhouseCoopers August 1998 - May 2001
Skills
Program Management, PMO, Change Management, Operations Management, Business Process..., IT Management, PMI, IT Strategy, Management Consulting, Banking, Insurance, SDLC, Process Improvement, Risk Management, Outsourcing, Integration, IT Governance, Process Development, ERP, Business Strategy, Team Building, Quality Assurance, Business Analysis, Vendor Management, Product Development
Education
Long Island University
BS, Business Administration
Isaiah Knouff's SunTrust Robinson Humphrey Experience June 2008 - July 2012
Job
Industry Venture Capital & Private Equity
Experience
River Capital Partners June 2014 - Present
Coker Capital Advisors July 2012 - June 2014
SunTrust Robinson Humphrey June 2008 - July 2012
FTN Midwest Securities June 2007 - June 2008
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, Due Diligence, Financial Analysis, Mergers, Private Equity, Investments, Mergers & Acquisitions, Finance, Venture Capital, Capital Markets
Education
Vanderbilt University - Owen Graduate School of Management 2005 — 2007
MBA
Indiana University Bloomington 1996 — 2001
B.S.
River Capital Partners June 2014 - Present
Coker Capital Advisors July 2012 - June 2014
SunTrust Robinson Humphrey June 2008 - July 2012
FTN Midwest Securities June 2007 - June 2008
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, Due Diligence, Financial Analysis, Mergers, Private Equity, Investments, Mergers & Acquisitions, Finance, Venture Capital, Capital Markets
Education
Vanderbilt University - Owen Graduate School of Management 2005 — 2007
MBA
Indiana University Bloomington 1996 — 2001
B.S.
Bo Li,CFA, FRM's SunTrust Robinson Humphrey Experience September 2014 - Present
Job VP, Trading Market Risk at SunTrust Robinson Humphrey
Industry Banking
Experience
SunTrust Robinson Humphrey September 2014 - Present
Skills
Derivatives, Capital Markets, Interest Rate..., Credit Risk, Hedging, Portfolio Management, Financial Risk, Financial Modeling, Risk Management, Fixed Income, Agency MBS, Equity Derivatives, Credit Derivatives, ALM, Counterparty Risk, VAR, Derivatives Trading, Interest Rate Risk..., Risk Analytics, Economic Capital, Market Risk, Bloomberg
Education
The George Washington University - School of Business 2005 — 2007
Master, Finance
Louisiana State University and Agricultural and Mechanical College 2003 — 2004
Master's Degree, Information Systems & Decision Sciences
Shanghai Jiao Tong University 1997 — 2000
M.S., Engineering
CFA Institute
CFA charter, Investment
Global Association of Risk Professionals
certified Financial Risk Manager, Financial risk management
SunTrust Robinson Humphrey September 2014 - Present
Skills
Derivatives, Capital Markets, Interest Rate..., Credit Risk, Hedging, Portfolio Management, Financial Risk, Financial Modeling, Risk Management, Fixed Income, Agency MBS, Equity Derivatives, Credit Derivatives, ALM, Counterparty Risk, VAR, Derivatives Trading, Interest Rate Risk..., Risk Analytics, Economic Capital, Market Risk, Bloomberg
Education
The George Washington University - School of Business 2005 — 2007
Master, Finance
Louisiana State University and Agricultural and Mechanical College 2003 — 2004
Master's Degree, Information Systems & Decision Sciences
Shanghai Jiao Tong University 1997 — 2000
M.S., Engineering
CFA Institute
CFA charter, Investment
Global Association of Risk Professionals
certified Financial Risk Manager, Financial risk management
Stephanie Lang, CFA's SunTrust Robinson Humphrey Experience 1997 - 2003
Job Principal and Chief Investment Officer at Homrich Berg
Industry Investment Management
Experience
Homrich Berg February 2014 - Present
Homrich Berg January 2012 - February 2014
Homrich Berg 2005 - January 2012
Bank of America 2003 - 2005
SunTrust Robinson Humphrey 1997 - 2003
Skills
Investments, Alternative Investments, Asset Allocation, Portfolio Management, Private Equity, Wealth Management
Education
Georgia State University - J. Mack Robinson College of Business 1998 — 2000
MBA
University of Georgia - Terry College of Business 1993 — 1997
Bachelor of Business Administration (BBA), Finance
Homrich Berg February 2014 - Present
Homrich Berg January 2012 - February 2014
Homrich Berg 2005 - January 2012
Bank of America 2003 - 2005
SunTrust Robinson Humphrey 1997 - 2003
Skills
Investments, Alternative Investments, Asset Allocation, Portfolio Management, Private Equity, Wealth Management
Education
Georgia State University - J. Mack Robinson College of Business 1998 — 2000
MBA
University of Georgia - Terry College of Business 1993 — 1997
Bachelor of Business Administration (BBA), Finance
Nicole Barry's SunTrust Robinson Humphrey Experience March 2011 - Present
Job CIB Credit Risk Reporting Specialist, SunTrust Bank
Industry Banking
Experience
SunTrust Robinson Humphrey March 2011 - Present
SunTrust Robinson Humphrey June 2007 - March 2011
American Cancer Society May 2008 - March 2010
American Cancer Society 2008 - 2009
KeyBank June 2006 - May 2007
National City Bank 2001 - 2006
Skills
Customer Service, Word, PowerPoint, Mentoring, Excel
Education
Kent State University 2000 — 2004
University of Minnesota-Twin Cities 1999 — 2000
SunTrust Robinson Humphrey March 2011 - Present
SunTrust Robinson Humphrey June 2007 - March 2011
American Cancer Society May 2008 - March 2010
American Cancer Society 2008 - 2009
KeyBank June 2006 - May 2007
National City Bank 2001 - 2006
Skills
Customer Service, Word, PowerPoint, Mentoring, Excel
Education
Kent State University 2000 — 2004
University of Minnesota-Twin Cities 1999 — 2000
Paul Eccleston's SunTrust Robinson Humphrey Experience October 2005 - Present
Job Technical Business Analyst at SunTrust Robinson Humphrey
Industry Banking
Experience
SunTrust Robinson Humphrey October 2005 - Present
SunTrust Bank 2005 - Present
Bank of Nova Scotia September 2001 - August 2005
Skills
Investment Banking, Banking, Portfolio Management, Capital Markets, Risk Management, Derivatives, Trading, Requirements Gathering, Financial Analysis, Business Process..., Financial Services, Management, Credit Cards, Securities, Business Analysis, Financial Markets, Series 63, Project Portfolio..., Options, Commercial Banking, Financial Modeling, Asset Management, Relationship Management, Financial Risk, Investments, Valuation, Corporate Finance, Change Management, Cash Management, Fixed Income, Vendor Management, Credit, Program Management, Equities, Credit Risk, Credit Analysis, PMO, Loans, SDLC, Requirements Analysis, FX Options, Project Management, Series 7, Process Improvement, Bloomberg
Education
Howard University 1992 — 1996
SunTrust Robinson Humphrey October 2005 - Present
SunTrust Bank 2005 - Present
Bank of Nova Scotia September 2001 - August 2005
Skills
Investment Banking, Banking, Portfolio Management, Capital Markets, Risk Management, Derivatives, Trading, Requirements Gathering, Financial Analysis, Business Process..., Financial Services, Management, Credit Cards, Securities, Business Analysis, Financial Markets, Series 63, Project Portfolio..., Options, Commercial Banking, Financial Modeling, Asset Management, Relationship Management, Financial Risk, Investments, Valuation, Corporate Finance, Change Management, Cash Management, Fixed Income, Vendor Management, Credit, Program Management, Equities, Credit Risk, Credit Analysis, PMO, Loans, SDLC, Requirements Analysis, FX Options, Project Management, Series 7, Process Improvement, Bloomberg
Education
Howard University 1992 — 1996
Geoff Garbacz's SunTrust Robinson Humphrey Experience February 1990 - July 1995
Job Owner, Quantitative Partners, Inc
Industry Financial Services
Experience
Quantitative Partners, Inc July 2002 - Present
SunTrust Robinson Humphrey February 1990 - July 1995
Education
Gettysburg College 1982 — 1986
Quantitative Partners, Inc July 2002 - Present
SunTrust Robinson Humphrey February 1990 - July 1995
Education
Gettysburg College 1982 — 1986
Peter Wesemeier's SunTrust Robinson Humphrey Experience April 2012 - July 2014
Job Managing Director, Financial Services Group at Regions Financial
Industry Banking
Experience
Regions Financial Corporation July 2014 - Present
SunTrust Robinson Humphrey April 2012 - July 2014
Commerzbank AG April 2005 - April 2012
Education
Mercer University
BBA, Finance, Economics
Universität Hannover
Economics & Business Administration
Regions Financial Corporation July 2014 - Present
SunTrust Robinson Humphrey April 2012 - July 2014
Commerzbank AG April 2005 - April 2012
Education
Mercer University
BBA, Finance, Economics
Universität Hannover
Economics & Business Administration
Andrew Diacou's SunTrust Robinson Humphrey Experience 2011 - Present
Job Director Solutions Architecture and Delivery Services Engineering
Industry Information Technology and Services
Experience
SunTrust Robinson Humphrey 2011 - Present
SunTrust Robinson Humphrey 2006 - 2011
SunTrust Robinson Humphrey 2002 - 2006
Broadwing Communications 2000 - 2002
Turner Broadcasting 1999 - 2001
Turner Broadcasting System 1998 - 1999
Ibbotson Associates 1997 - 1998
Bellas and Wachowski, P.C. 1995 - 1997
Education
Loyola University Chicago
Computer Science Major
SunTrust Robinson Humphrey 2011 - Present
SunTrust Robinson Humphrey 2006 - 2011
SunTrust Robinson Humphrey 2002 - 2006
Broadwing Communications 2000 - 2002
Turner Broadcasting 1999 - 2001
Turner Broadcasting System 1998 - 1999
Ibbotson Associates 1997 - 1998
Bellas and Wachowski, P.C. 1995 - 1997
Education
Loyola University Chicago
Computer Science Major
Brendan Byrne's SunTrust Robinson Humphrey Experience September 2015 - Present
Job Institutional Equity Sales at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey September 2015 - Present
Vertical Research Partners July 2011 - September 2015
DeMatteo Monness LLC February 2010 - July 2011
CTPartners September 2007 - February 2010
Education
Harvard University 2003 — 2007
Bachelor of Arts (B.A.)
Milton Academy 1997 — 2003
SunTrust Robinson Humphrey September 2015 - Present
Vertical Research Partners July 2011 - September 2015
DeMatteo Monness LLC February 2010 - July 2011
CTPartners September 2007 - February 2010
Education
Harvard University 2003 — 2007
Bachelor of Arts (B.A.)
Milton Academy 1997 — 2003
Morgan Ley's SunTrust Robinson Humphrey Experience 1999 - 2004
Job Managing Director, Consumer and Retail Investment Banking at Raymond James & Associates
Industry Investment Banking
Experience
Raymond James & Associates October 2010 - Present
Canaccord Genuity 2004 - October 2010
SunTrust Robinson Humphrey 1999 - 2004
Tucker Anthony Incorporated 1995 - 1999
CS First Boston 1993 - 1995
Skills
Private Equity, Mergers, Fixed Income, Mergers & Acquisitions, Investment Banking, Due Diligence, Valuation, Venture Capital, Banking
Education
Harvard University 1989 — 1993
AB
Nobles
Raymond James & Associates October 2010 - Present
Canaccord Genuity 2004 - October 2010
SunTrust Robinson Humphrey 1999 - 2004
Tucker Anthony Incorporated 1995 - 1999
CS First Boston 1993 - 1995
Skills
Private Equity, Mergers, Fixed Income, Mergers & Acquisitions, Investment Banking, Due Diligence, Valuation, Venture Capital, Banking
Education
Harvard University 1989 — 1993
AB
Nobles
Mike Asheroff's SunTrust Robinson Humphrey Experience August 2007 - March 2008
Job Real Estate Portfolio Manager at Wells Fargo Bank
Industry Real Estate
Experience
Wells Fargo Bank May 2011 - August 2015
SunTrust Bank March 2008 - May 2011
SunTrust Robinson Humphrey August 2007 - March 2008
SunTrust Bank February 2006 - August 2007
PB Capital November 2003 - January 2006
Bear Stearns March 2000 - August 2002
NationsBank/Bank of America February 1998 - February 2000
Skills
Asset Management, Commercial Lending, Commercial Real Estate, Credit, Credit Management, Investments, Portfolio Management, Real Estate, Financial Analysis, Loans, Management, Underwriting, REO
Education
James Madison University 1994 — 1997
BBA, Finance
Wells Fargo Bank May 2011 - August 2015
SunTrust Bank March 2008 - May 2011
SunTrust Robinson Humphrey August 2007 - March 2008
SunTrust Bank February 2006 - August 2007
PB Capital November 2003 - January 2006
Bear Stearns March 2000 - August 2002
NationsBank/Bank of America February 1998 - February 2000
Skills
Asset Management, Commercial Lending, Commercial Real Estate, Credit, Credit Management, Investments, Portfolio Management, Real Estate, Financial Analysis, Loans, Management, Underwriting, REO
Education
James Madison University 1994 — 1997
BBA, Finance
Lynn Trapanese's SunTrust Robinson Humphrey Experience February 2011 - March 2015
Job President at SandTrap Corporation, Inc.
Industry Financial Services
Experience
SandTrap Corporation, Inc. May 2015 - Present
SunTrust Robinson Humphrey February 2011 - March 2015
RBS Business Capital July 2005 - February 2011
GE Commercial Finance 2004 - 2005
Dopkins & Company, LLP November 1998 - May 2004
Skills
Asset Based Lending, Certified Fraud Examiner
Education
Kennesaw State University - Michael J. Coles College of Business 1986 — 1994
Bachelor of Business Administration (BBA), Accounting
SandTrap Corporation, Inc. May 2015 - Present
SunTrust Robinson Humphrey February 2011 - March 2015
RBS Business Capital July 2005 - February 2011
GE Commercial Finance 2004 - 2005
Dopkins & Company, LLP November 1998 - May 2004
Skills
Asset Based Lending, Certified Fraud Examiner
Education
Kennesaw State University - Michael J. Coles College of Business 1986 — 1994
Bachelor of Business Administration (BBA), Accounting
Morgan Higgins's SunTrust Robinson Humphrey Experience February 2010 - October 2012
Job Banker Vice President at JPMorgan Chase & Co.
Industry Banking
Experience
JPMorgan Chase & Co. February 2015 - Present
JPMorgan Chase October 2012 - Present
SunTrust Robinson Humphrey February 2010 - October 2012
SunTrust Bank January 2008 - January 2010
SunTrust Bank August 2006 - January 2008
Skills
Financial Analysis, Finance, Portfolio Management, Management, Analysis, Credit Analysis, Credit, Due Diligence, Capital Markets, Financial Modeling
Education
James Madison University 2002 — 2006
Bachelors Business Administration, Finance, General
Jackson High School 1998 — 2002
JPMorgan Chase & Co. February 2015 - Present
JPMorgan Chase October 2012 - Present
SunTrust Robinson Humphrey February 2010 - October 2012
SunTrust Bank January 2008 - January 2010
SunTrust Bank August 2006 - January 2008
Skills
Financial Analysis, Finance, Portfolio Management, Management, Analysis, Credit Analysis, Credit, Due Diligence, Capital Markets, Financial Modeling
Education
James Madison University 2002 — 2006
Bachelors Business Administration, Finance, General
Jackson High School 1998 — 2002
Kelly Terakedis's SunTrust Robinson Humphrey Experience February 2010 - August 2011
Job Client Contact Center Operations Manager at SunTrust
Industry Banking
Experience
SunTrust March 2015 - Present
SunTrust Bank August 2011 - March 2015
SunTrust Robinson Humphrey February 2010 - August 2011
PNC Financial Services Group July 2009 - February 2010
PNC Financial Services Group July 2007 - July 2009
NovaStar Mortgage 2006 - 2007
Skills
Green Belt, Business Process Mapping, Data Analysis, Leadership, Management, Six Sigma, Team Building, Project Planning, Budgets, Finance, Forecasting, Process Improvement, Strategy, Visio, Project Management, Business Process..., Risk Management, Banking, Governance, Change Management, Business Process, Business Strategy, Team Leadership, Financial Services
Education
Kent State University 2002 — 2006
Bachelor Business Adminstration, Finance, Management, Human Resources
Kent State University 2002 — 2006
BS, Finance and Management
SunTrust March 2015 - Present
SunTrust Bank August 2011 - March 2015
SunTrust Robinson Humphrey February 2010 - August 2011
PNC Financial Services Group July 2009 - February 2010
PNC Financial Services Group July 2007 - July 2009
NovaStar Mortgage 2006 - 2007
Skills
Green Belt, Business Process Mapping, Data Analysis, Leadership, Management, Six Sigma, Team Building, Project Planning, Budgets, Finance, Forecasting, Process Improvement, Strategy, Visio, Project Management, Business Process..., Risk Management, Banking, Governance, Change Management, Business Process, Business Strategy, Team Leadership, Financial Services
Education
Kent State University 2002 — 2006
Bachelor Business Adminstration, Finance, Management, Human Resources
Kent State University 2002 — 2006
BS, Finance and Management
Arunkumar Selvam's SunTrust Robinson Humphrey Experience September 2014 - February 2015
Job Senior Application Developer at AT&T
Industry Information Technology and Services
Experience
AT&T March 2015 - August 2015
SunTrust Robinson Humphrey September 2014 - February 2015
AT&T September 2011 - September 2014
Dow Jones May 2010 - August 2011
Comcast Cable September 2008 - May 2010
Sony Electronics June 2006 - September 2008
Legg Mason January 2006 - June 2006
Skills
SDLC, Java, SOA, Java Enterprise Edition, Business Analysis, Agile Methodologies, PL/SQL, Requirements Analysis, XML, Enterprise Architecture, Web Services, Software Project..., Linux, Oracle, Solution Architecture, Software Development
Education
University of Mississippi 2000 — 2002
MS, Engineering
Indian Institute of Technology, Madras 1996 — 2000
Bachelor of Technology (B.Tech.), Chemical Engineering
AT&T March 2015 - August 2015
SunTrust Robinson Humphrey September 2014 - February 2015
AT&T September 2011 - September 2014
Dow Jones May 2010 - August 2011
Comcast Cable September 2008 - May 2010
Sony Electronics June 2006 - September 2008
Legg Mason January 2006 - June 2006
Skills
SDLC, Java, SOA, Java Enterprise Edition, Business Analysis, Agile Methodologies, PL/SQL, Requirements Analysis, XML, Enterprise Architecture, Web Services, Software Project..., Linux, Oracle, Solution Architecture, Software Development
Education
University of Mississippi 2000 — 2002
MS, Engineering
Indian Institute of Technology, Madras 1996 — 2000
Bachelor of Technology (B.Tech.), Chemical Engineering
David witzke's SunTrust Robinson Humphrey Experience March 2003 - April 2005
Job at Citadel PioneerPath Capital
Industry Investment Management
Experience
Citadel - Surveyor Capital August 2009 - Present
Ridgeback Capital March 2007 - May 2009
Banc of America Securities 2005 - 2007
SunTrust Robinson Humphrey March 2003 - April 2005
Morgan Stanley 2002 - 2003
Credit Suisse First Boston 2001 - 2002
Salomon Smith Barney 2000 - 2001
Cargill 1992 - 1998
Skills
Biotechnology, Portfolio Management, Healthcare, Equity Research, Valuation, Equities
Education
Harvard Business School 1998 — 2000
MBA, Business
Michigan State University 1990 — 1997
Ph.D., Chemical Engineering
Michigan State University 1986 — 1990
B.S., Chemical Engineering
Citadel - Surveyor Capital August 2009 - Present
Ridgeback Capital March 2007 - May 2009
Banc of America Securities 2005 - 2007
SunTrust Robinson Humphrey March 2003 - April 2005
Morgan Stanley 2002 - 2003
Credit Suisse First Boston 2001 - 2002
Salomon Smith Barney 2000 - 2001
Cargill 1992 - 1998
Skills
Biotechnology, Portfolio Management, Healthcare, Equity Research, Valuation, Equities
Education
Harvard Business School 1998 — 2000
MBA, Business
Michigan State University 1990 — 1997
Ph.D., Chemical Engineering
Michigan State University 1986 — 1990
B.S., Chemical Engineering
Tania Holman Brown's SunTrust Robinson Humphrey Experience 2006 - 2008
Job Syndicated Deal Administrator at SunTrust Bank
Industry Investment Management
Experience
SunTrust Bank 2009 - Present
Loan Star Hedge Fund Services 2008 - 2009
SunTrust Robinson Humphrey 2006 - 2008
JPMorgan Chase 2006 - 2006
Morgan Stanley 2005 - 2006
Stanfield Capital Partners 2000 - 2003
Donaldson, Lufkin & Jenrette 1998 - 2000
Education
LIU Post
BS, Accounting
SunTrust Bank 2009 - Present
Loan Star Hedge Fund Services 2008 - 2009
SunTrust Robinson Humphrey 2006 - 2008
JPMorgan Chase 2006 - 2006
Morgan Stanley 2005 - 2006
Stanfield Capital Partners 2000 - 2003
Donaldson, Lufkin & Jenrette 1998 - 2000
Education
LIU Post
BS, Accounting
Kevin Dunn's SunTrust Robinson Humphrey Experience June 1999 - June 2002
Job Managing Partner at Dunn Rush & Co. LLC
Industry Investment Banking
Experience
Dunn Rush & Co. LLC April 2009 - Present
Canaccord Adams Inc January 2006 - March 2009
Adams Harkness & Hill September 2002 - December 2005
SunTrust Robinson Humphrey June 1999 - June 2002
Tucker Anthony Incorporated October 1984 - June 1999
Bain & Company 1980 - 1983
Skills
Venture Capital, Investment Banking, Mergers, Private Placements, Private Equity, Valuation, Strategy, Capital Raising, Mergers & Acquisitions, Start-ups, Recapitalizations, IPO, Corporate Finance, Financial Advisory, Corporate Development, Investments, M&A experience, Equity Capital Markets, Alternative Investments, Business Valuation, Leveraged Finance, Growth Capital, Financial Structuring, Due Diligence, Divestitures, Equity Research, LBO, Capital Markets, Investor Relations, Capital, Emerging Markets, Hedge Funds, Restructuring, Equities, Acquisitions, Equity Valuation
Education
The University of Chicago - Booth School of Business 1977 — 1978
MBA, Accounting and Finance
Harvard University 1970 — 1974
AB, Government
Dunn Rush & Co. LLC April 2009 - Present
Canaccord Adams Inc January 2006 - March 2009
Adams Harkness & Hill September 2002 - December 2005
SunTrust Robinson Humphrey June 1999 - June 2002
Tucker Anthony Incorporated October 1984 - June 1999
Bain & Company 1980 - 1983
Skills
Venture Capital, Investment Banking, Mergers, Private Placements, Private Equity, Valuation, Strategy, Capital Raising, Mergers & Acquisitions, Start-ups, Recapitalizations, IPO, Corporate Finance, Financial Advisory, Corporate Development, Investments, M&A experience, Equity Capital Markets, Alternative Investments, Business Valuation, Leveraged Finance, Growth Capital, Financial Structuring, Due Diligence, Divestitures, Equity Research, LBO, Capital Markets, Investor Relations, Capital, Emerging Markets, Hedge Funds, Restructuring, Equities, Acquisitions, Equity Valuation
Education
The University of Chicago - Booth School of Business 1977 — 1978
MBA, Accounting and Finance
Harvard University 1970 — 1974
AB, Government
patrick guidera's SunTrust Robinson Humphrey Experience 2006 - 2008
Job at Bloomberg
Industry Financial Services
Experience
Bloomberg July 2008 - Present
SunTrust Robinson Humphrey 2006 - 2008
Fortis Financial Group 2003 - 2006
Societe Generale US 2002 - 2003
Bear Stearns 1997 - 2001
Skills
Fixed Income, ABS, Structured Products, Bloomberg, MBS, Hedge Funds, CDO, Bonds, Capital Markets, Market Data, Derivatives, Securities, Residential Mortgages, Pricing Analysis, Market Pricing
Education
Lehigh University 1992 — 1996
Bachelor of Science (BS), Finance, General
Bloomberg July 2008 - Present
SunTrust Robinson Humphrey 2006 - 2008
Fortis Financial Group 2003 - 2006
Societe Generale US 2002 - 2003
Bear Stearns 1997 - 2001
Skills
Fixed Income, ABS, Structured Products, Bloomberg, MBS, Hedge Funds, CDO, Bonds, Capital Markets, Market Data, Derivatives, Securities, Residential Mortgages, Pricing Analysis, Market Pricing
Education
Lehigh University 1992 — 1996
Bachelor of Science (BS), Finance, General
William Hildebrandt's SunTrust Robinson Humphrey Experience June 2012 - Present
Job Capital Markets at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey June 2012 - Present
SunTrust Bank October 2008 - June 2012
Ferris, Baker Watts, Inc. September 2006 - June 2008
Mercantile Safe Deposit & Trust January 2005 - September 2006
Skills
Capital Markets, Leasing, Corporate Finance, Investment Banking, Commercial Lending, Syndications, Structured Finance, Portfolio Management, Finance, Originations, Capital Raising, Financial Structuring, Financial Analysis, Risk Management, Financial Modeling
Education
Gettysburg College 1999 — 2003
Gilman School 1995 — 1999
SunTrust Robinson Humphrey June 2012 - Present
SunTrust Bank October 2008 - June 2012
Ferris, Baker Watts, Inc. September 2006 - June 2008
Mercantile Safe Deposit & Trust January 2005 - September 2006
Skills
Capital Markets, Leasing, Corporate Finance, Investment Banking, Commercial Lending, Syndications, Structured Finance, Portfolio Management, Finance, Originations, Capital Raising, Financial Structuring, Financial Analysis, Risk Management, Financial Modeling
Education
Gettysburg College 1999 — 2003
Gilman School 1995 — 1999
Earl Garris's SunTrust Robinson Humphrey Experience November 2012 - Present
Job Director at SunTrust Robinson Humphrey
Industry Banking
Experience
SunTrust Robinson Humphrey November 2012 - Present
SunTrust Bank May 2008 - November 2012
Wachovia Bank 1992 - 2008
Skills
Capital Markets, Financial Modeling, Portfolio Management, Corporate Finance, Financial Structuring, Leveraged Finance, Credit Analysis, Financial Analysis, Commercial Lending, Asset Based Lending
Education
Lehigh University - College of Business and Economics
MBA
The University of Georgia
BBA - General Business, Economics, entrepreneurshjp
SunTrust Robinson Humphrey November 2012 - Present
SunTrust Bank May 2008 - November 2012
Wachovia Bank 1992 - 2008
Skills
Capital Markets, Financial Modeling, Portfolio Management, Corporate Finance, Financial Structuring, Leveraged Finance, Credit Analysis, Financial Analysis, Commercial Lending, Asset Based Lending
Education
Lehigh University - College of Business and Economics
MBA
The University of Georgia
BBA - General Business, Economics, entrepreneurshjp
Bolutife Odusanya's SunTrust Robinson Humphrey Experience July 2010 - August 2012
Job Investment Professional
Industry Financial Services
Experience
Industry Capital Advisors, LLC. June 2012 - Present
SunTrust Robinson Humphrey July 2010 - August 2012
Credit Suisse May 2009 - August 2009
Credit Suisse First Boston May 2008 - August 2008
JPMorgan Chase 2007 - 2007
Skills
Leveraged Finance, Debt, LBO, Origination, Capital Markets, Credit Analysis, Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Investment Banking, Mergers, Bloomberg, Private Equity, Syndications, Due Diligence, Bonds, Excel, Banking, Loans, High Yield, Microsoft Office, PowerPoint, Research, Project Finance, Portfolio Management
Education
Howard University 2006 — 2010
B.B.A, Finance
Industry Capital Advisors, LLC. June 2012 - Present
SunTrust Robinson Humphrey July 2010 - August 2012
Credit Suisse May 2009 - August 2009
Credit Suisse First Boston May 2008 - August 2008
JPMorgan Chase 2007 - 2007
Skills
Leveraged Finance, Debt, LBO, Origination, Capital Markets, Credit Analysis, Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Investment Banking, Mergers, Bloomberg, Private Equity, Syndications, Due Diligence, Bonds, Excel, Banking, Loans, High Yield, Microsoft Office, PowerPoint, Research, Project Finance, Portfolio Management
Education
Howard University 2006 — 2010
B.B.A, Finance
Brad Moldin's SunTrust Robinson Humphrey Experience September 2006 - December 2008
Job Equity Analyst at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments October 2012 - Present
Fidelity Investments March 2010 - October 2012
SunTrust Robinson Humphrey September 2006 - December 2008
Deloitte April 2005 - September 2006
Education
IMD (International Institute for Management Development) - Business Programs
MBA
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2000 — 2003
BSBA, Business Adminstration
Woodberry Forest School
Fidelity Investments October 2012 - Present
Fidelity Investments March 2010 - October 2012
SunTrust Robinson Humphrey September 2006 - December 2008
Deloitte April 2005 - September 2006
Education
IMD (International Institute for Management Development) - Business Programs
MBA
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2000 — 2003
BSBA, Business Adminstration
Woodberry Forest School
Cora Moore's SunTrust Robinson Humphrey Experience November 2007 - December 2008
Job Senior Financial Analyst
Industry Transportation/Trucking/Railroad
Experience
Ryder System, Inc. July 2015 - Present
Ally Financial Inc. June 2010 - July 2015
Charter Communications January 2009 - June 2010
SunTrust Robinson Humphrey November 2007 - December 2008
Navistar Financial Corporation February 2003 - November 2007
Skills
Financial Analysis, Valuation, Credit Risk, Credit Analysis, Financial Modeling, Risk Management, Commercial Lending, Finance, Portfolio Management, Credit, Business Valuation, Leadership, Analysis, Financial Planning, Banking, Financial Services
Education
Keller Graduate School of Management of DeVry University 2004 — 2006
Master's degree
Mercer University - Stetson School of Business and Economics 2000 — 2002
BBA
Ryder System, Inc. July 2015 - Present
Ally Financial Inc. June 2010 - July 2015
Charter Communications January 2009 - June 2010
SunTrust Robinson Humphrey November 2007 - December 2008
Navistar Financial Corporation February 2003 - November 2007
Skills
Financial Analysis, Valuation, Credit Risk, Credit Analysis, Financial Modeling, Risk Management, Commercial Lending, Finance, Portfolio Management, Credit, Business Valuation, Leadership, Analysis, Financial Planning, Banking, Financial Services
Education
Keller Graduate School of Management of DeVry University 2004 — 2006
Master's degree
Mercer University - Stetson School of Business and Economics 2000 — 2002
BBA
Patrick Conlin's SunTrust Robinson Humphrey Experience April 2011 - March 2014
Job Principal Conlin & Co.
Industry Investment Banking
Experience
Conlin & Co. April 2014 - Present
SunTrust Robinson Humphrey April 2011 - March 2014
Natixis September 2007 - March 2011
Susquehanna International Group March 2006 - March 2007
C.E. Unterberg, Towbin March 2004 - March 2006
Deloitte February 2003 - March 2004
Education
James Madison University 1999 — 2002
Conlin & Co. April 2014 - Present
SunTrust Robinson Humphrey April 2011 - March 2014
Natixis September 2007 - March 2011
Susquehanna International Group March 2006 - March 2007
C.E. Unterberg, Towbin March 2004 - March 2006
Deloitte February 2003 - March 2004
Education
James Madison University 1999 — 2002
Timothy Herburger's SunTrust Robinson Humphrey Experience October 2013 - Present
Job Vice President, Municipal Fixed Income Sales at SunTrust Robinson Humphrey | Open to Professional Networking
Industry Financial Services
Experience
SunTrust Robinson Humphrey October 2013 - Present
Raymond James Financial Inc. March 2011 - June 2013
Raymond James Financial Inc. March 2003 - June 2013
New Memphis Institute August 2004 - July 2005
Citigroup Global Markets July 1997 - March 2003
Lafayette College August 1995 - May 1997
Lafayette College August 1995 - May 1996
William E. Simon & Sons, Inc. 1994 - 1996
Skills
Bonds, Securities, Series 63, Series 7, Fixed Income, Investments, Capital Markets, Structured Products, Investment Banking, Microsoft Excel, Options, Structured Finance, Portfolio Management, Financial Structuring, Finance, Underwriting, Trading, Best Practices, Bloomberg, FINRA, Municipal Bonds, Expert Witness, Public Finance, Credit Enhancement, Tax-exempt, Industrial Revenue Bonds, Asset-backed..., Commercial Paper, 144A, Money Market Funds, Certificates of Deposit, ABCP, Conduit, Interest Rate Hedging, Local Government Finance, Trading Systems, Databases, Team Leadership, Communication, Articulate Communicator, Writing, Editing, Project Management, Presentations, Written & Oral..., Public Speaking, Employee Training, Money Market, Anti Money Laundering, Fraud Detection
Education
Lafayette College 1993 — 1997
1997, English, Economics
Newark Academy 1987 — 1993
High School, H.S. Diploma
The Buckley School 1990 — 1991
High School
SunTrust Robinson Humphrey October 2013 - Present
Raymond James Financial Inc. March 2011 - June 2013
Raymond James Financial Inc. March 2003 - June 2013
New Memphis Institute August 2004 - July 2005
Citigroup Global Markets July 1997 - March 2003
Lafayette College August 1995 - May 1997
Lafayette College August 1995 - May 1996
William E. Simon & Sons, Inc. 1994 - 1996
Skills
Bonds, Securities, Series 63, Series 7, Fixed Income, Investments, Capital Markets, Structured Products, Investment Banking, Microsoft Excel, Options, Structured Finance, Portfolio Management, Financial Structuring, Finance, Underwriting, Trading, Best Practices, Bloomberg, FINRA, Municipal Bonds, Expert Witness, Public Finance, Credit Enhancement, Tax-exempt, Industrial Revenue Bonds, Asset-backed..., Commercial Paper, 144A, Money Market Funds, Certificates of Deposit, ABCP, Conduit, Interest Rate Hedging, Local Government Finance, Trading Systems, Databases, Team Leadership, Communication, Articulate Communicator, Writing, Editing, Project Management, Presentations, Written & Oral..., Public Speaking, Employee Training, Money Market, Anti Money Laundering, Fraud Detection
Education
Lafayette College 1993 — 1997
1997, English, Economics
Newark Academy 1987 — 1993
High School, H.S. Diploma
The Buckley School 1990 — 1991
High School
Christopher Janus's SunTrust Robinson Humphrey Experience July 2007 - March 2009
Job Commercial Real Estate CMBS
Industry Banking
Experience
Brookfield Asset Management March 2009 - Present
SunTrust Robinson Humphrey July 2007 - March 2009
Skills
Financial Modeling, Financial Analysis, Investments, Asset Management, Valuation, Capital Markets
Education
Miami University 2003 — 2007
B.S., Mechanical Engineering
Brookfield Asset Management March 2009 - Present
SunTrust Robinson Humphrey July 2007 - March 2009
Skills
Financial Modeling, Financial Analysis, Investments, Asset Management, Valuation, Capital Markets
Education
Miami University 2003 — 2007
B.S., Mechanical Engineering
Frank Allen's SunTrust Robinson Humphrey Experience September 2006 - July 2012
Job Associate Director, Career Services at University of Richmond
Industry Higher Education
Experience
University of Richmond August 2012 - Present
SunTrust Robinson Humphrey September 2006 - July 2012
Wachovia 2001 - 2006
Federal Reserve Bank of Richmond 1994 - 1999
Education
University of Richmond 1990 — 1994
Bachelor of Science in Business Administration (B.S.B.A.), Accounting and Finance
University of Richmond - Robins School of Business 1990 — 1994
Vanderbilt University - Owen Graduate School of Management 1999 — 2001
Master of Business Administration (MBA), Finance
International University of Japan
University of Richmond August 2012 - Present
SunTrust Robinson Humphrey September 2006 - July 2012
Wachovia 2001 - 2006
Federal Reserve Bank of Richmond 1994 - 1999
Education
University of Richmond 1990 — 1994
Bachelor of Science in Business Administration (B.S.B.A.), Accounting and Finance
University of Richmond - Robins School of Business 1990 — 1994
Vanderbilt University - Owen Graduate School of Management 1999 — 2001
Master of Business Administration (MBA), Finance
International University of Japan
Ken Laudan's SunTrust Robinson Humphrey Experience April 2000 - August 2002
Job Healthcare Investment Professional
Industry Investment Management
Experience
Cottonwood Investment Group, LLC August 2002 - Present
SunTrust Robinson Humphrey April 2000 - August 2002
Hambrecht & Quist January 1996 - January 1998
Montgomery Securities December 1993 - January 1996
Skills
Asset Managment, Portfolio Management, Securities, Equity Research, Valuation, Investments, Capital Markets, Mutual Funds, Asset Management, Hedge Funds, Mergers & Acquisitions, Investment Management, Strategy, Alternative Investments, Equities, Equity Valuation, Finance, Private Equity
Education
Kansas State University 1978 — 1982
B.S., Finance and Accounting
Cottonwood Investment Group, LLC August 2002 - Present
SunTrust Robinson Humphrey April 2000 - August 2002
Hambrecht & Quist January 1996 - January 1998
Montgomery Securities December 1993 - January 1996
Skills
Asset Managment, Portfolio Management, Securities, Equity Research, Valuation, Investments, Capital Markets, Mutual Funds, Asset Management, Hedge Funds, Mergers & Acquisitions, Investment Management, Strategy, Alternative Investments, Equities, Equity Valuation, Finance, Private Equity
Education
Kansas State University 1978 — 1982
B.S., Finance and Accounting
David A. Parker's SunTrust Robinson Humphrey Experience January 2005 - August 2009
Job President & CEO at Vladvix, Inc
Industry Capital Markets
Experience
Vladvix, Inc November 2013 - Present
JPMorgan Chase May 2011 - June 2014
Merrill Lynch February 2010 - January 2011
Invesco US August 2009 - February 2010
SunTrust Robinson Humphrey January 2005 - August 2009
Skills
Financial Modeling, Investment Banking, Corporate Finance, Valuation, Financial Analysis, Capital Markets, Portfolio Management, Bloomberg, Equities, Investments, Fixed Income, Mergers & Acquisitions
Education
Rinker School of Business 2005 — 2006
MBA, Finance
Indiana University Bloomington 1994 — 1998
Bachelor of Science (B.Sc.), Kinesiology and Exercise Science
Vladvix, Inc November 2013 - Present
JPMorgan Chase May 2011 - June 2014
Merrill Lynch February 2010 - January 2011
Invesco US August 2009 - February 2010
SunTrust Robinson Humphrey January 2005 - August 2009
Skills
Financial Modeling, Investment Banking, Corporate Finance, Valuation, Financial Analysis, Capital Markets, Portfolio Management, Bloomberg, Equities, Investments, Fixed Income, Mergers & Acquisitions
Education
Rinker School of Business 2005 — 2006
MBA, Finance
Indiana University Bloomington 1994 — 1998
Bachelor of Science (B.Sc.), Kinesiology and Exercise Science
Lee Nalley's SunTrust Robinson Humphrey Experience October 2014 - Present
Job Fixed Income Sales & Trading Analyst at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey October 2014 - Present
PwC May 2013 - October 2014
Ernst & Young October 2011 - May 2013
Ernst & Young July 2009 - September 2011
Skills
CPA, CFA Level 1, CFA Level 2, Transaction Advisory..., M&A support, Data Analytics, Report Writing, Assurance, Auditing, Financial Audits, SEC filings, GAAP, US GAAP, IFRS, Financial Accounting, Financial Reporting, Sarbanes-Oxley Act, Data Analysis, Accounting, External Audit, Microsoft Excel, Project Management, Technical Writing, Budget Process, M&A analysis, Internal Controls
Education
University of Alabama 2008 — 2009
Master's degree, Accounting
Huntingdon College 2004 — 2008
Bachelor's Degree in Accountancy, Accounting
SunTrust Robinson Humphrey October 2014 - Present
PwC May 2013 - October 2014
Ernst & Young October 2011 - May 2013
Ernst & Young July 2009 - September 2011
Skills
CPA, CFA Level 1, CFA Level 2, Transaction Advisory..., M&A support, Data Analytics, Report Writing, Assurance, Auditing, Financial Audits, SEC filings, GAAP, US GAAP, IFRS, Financial Accounting, Financial Reporting, Sarbanes-Oxley Act, Data Analysis, Accounting, External Audit, Microsoft Excel, Project Management, Technical Writing, Budget Process, M&A analysis, Internal Controls
Education
University of Alabama 2008 — 2009
Master's degree, Accounting
Huntingdon College 2004 — 2008
Bachelor's Degree in Accountancy, Accounting
Tim Kiley's SunTrust Robinson Humphrey Experience September 1995 - February 2009
Job Senior Managing Consultant at Public Financial Management
Industry Financial Services
Experience
Public Financial Management May 2009 - Present
SunTrust Robinson Humphrey September 1995 - February 2009
Morgan Stanley February 1992 - September 1995
Bankers Trust May 1983 - February 1992
Education
University of Pennsylvania - The Wharton School 1981 — 1983
MBA, Finance
Marquette University Law School 1973 — 1976
JD
University of Notre Dame 1969 — 1973
AB, History
Public Financial Management May 2009 - Present
SunTrust Robinson Humphrey September 1995 - February 2009
Morgan Stanley February 1992 - September 1995
Bankers Trust May 1983 - February 1992
Education
University of Pennsylvania - The Wharton School 1981 — 1983
MBA, Finance
Marquette University Law School 1973 — 1976
JD
University of Notre Dame 1969 — 1973
AB, History
Sarp Cercioglu, CMT's SunTrust Robinson Humphrey Experience June 2011 - Present
Job Associate FX Sales & Trading at SunTrust Bank
Industry Investment Banking
Experience
SunTrust Robinson Humphrey June 2011 - Present
SunTrust Robinson Humphrey July 2008 - June 2011
SunTrust Bank August 2006 - June 2008
Skills
Bloomberg, Fixed Income, Trading, Capital Markets, Equities, Series 7, Investment Banking, Valuation, Derivatives, Financial Modeling, Bonds, Structured Products, Portfolio Management, Interest Rate..., Hedge Funds, Series 63, Securities, Corporate Finance, Options, FX Options, Investments, Asset Management, Credit Derivatives, Swaps
Education
Hawaii Pacific University 2000 — 2003
M.B.A., Finance / Derivatives, 3.7
Istanbul Technical University 1994 — 1999
B.S., Mechanical Engineering
SunTrust Robinson Humphrey June 2011 - Present
SunTrust Robinson Humphrey July 2008 - June 2011
SunTrust Bank August 2006 - June 2008
Skills
Bloomberg, Fixed Income, Trading, Capital Markets, Equities, Series 7, Investment Banking, Valuation, Derivatives, Financial Modeling, Bonds, Structured Products, Portfolio Management, Interest Rate..., Hedge Funds, Series 63, Securities, Corporate Finance, Options, FX Options, Investments, Asset Management, Credit Derivatives, Swaps
Education
Hawaii Pacific University 2000 — 2003
M.B.A., Finance / Derivatives, 3.7
Istanbul Technical University 1994 — 1999
B.S., Mechanical Engineering
Kecia Howson's SunTrust Robinson Humphrey Experience January 2005 - Present
Job Director at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey January 2005 - Present
Wachovia Securities July 1999 - December 2004
Skills
Capital Markets, Investment Banking, Securitization, Financial Structuring, Private Placements, Structured Products, Financial Analysis, Fixed Income, Financial Modeling, Bloomberg, Series 7, Bonds, Structured Finance, Valuation, Corporate Finance
Education
Hampton University
Bachelor of Science (B.S.), Accounting
University of Virginia - Darden Graduate School of Business Administration
Master of Business Administration (MBA)
SunTrust Robinson Humphrey January 2005 - Present
Wachovia Securities July 1999 - December 2004
Skills
Capital Markets, Investment Banking, Securitization, Financial Structuring, Private Placements, Structured Products, Financial Analysis, Fixed Income, Financial Modeling, Bloomberg, Series 7, Bonds, Structured Finance, Valuation, Corporate Finance
Education
Hampton University
Bachelor of Science (B.S.), Accounting
University of Virginia - Darden Graduate School of Business Administration
Master of Business Administration (MBA)
Pamela Marler's SunTrust Robinson Humphrey Experience April 2014 - Present
Job Registered FINRA Representive
Industry Financial Services
Experience
SunTrust Robinson Humphrey April 2014 - Present
Raymond James Financial Inc. August 2013 - December 2013
International Assets Advisory January 2013 - July 2013
Wells Real Estate Funds March 2003 - July 2012
Lesense Capital Management October 2000 - January 2003
Morgan Keegan March 1993 - January 2000
SunTrust Bank March 1992 - March 1993
First American Bank November 1988 - March 1992
Bank South November 1984 - October 1988
Skills
Asset Managment, Portfolio Management, Financial Analysis, Securities, Equities
Education
Kennesaw State University 1976 — 1982
Bachelor of Science (B.S.), Business Administration and Management, General
American Banking Association 1985 — 1988
AIB General Banking Degree, General Banking
SunTrust Robinson Humphrey April 2014 - Present
Raymond James Financial Inc. August 2013 - December 2013
International Assets Advisory January 2013 - July 2013
Wells Real Estate Funds March 2003 - July 2012
Lesense Capital Management October 2000 - January 2003
Morgan Keegan March 1993 - January 2000
SunTrust Bank March 1992 - March 1993
First American Bank November 1988 - March 1992
Bank South November 1984 - October 1988
Skills
Asset Managment, Portfolio Management, Financial Analysis, Securities, Equities
Education
Kennesaw State University 1976 — 1982
Bachelor of Science (B.S.), Business Administration and Management, General
American Banking Association 1985 — 1988
AIB General Banking Degree, General Banking
Daniel Biasco's SunTrust Robinson Humphrey Experience December 2011 - August 2013
Job Junior Trader at BRE Trading (a division of DV Trading)
Industry Capital Markets
Experience
BRE Trading August 2013 - Present
SunTrust Robinson Humphrey December 2011 - August 2013
Bank of America Merrill Lynch July 2010 - December 2011
Quad Graphics January 2009 - November 2009
Skills
Options, Equity Derivatives, Business Analysis, Fixed Income, Financial Modeling, Derivatives, Interest Rate Swaps, Financial Reporting, Bloomberg, Valuation, Hedge Funds, Equities, Trading, Capital Markets
Education
Marquette University 2006 — 2010
Majors: Finance and Accounting
BRE Trading August 2013 - Present
SunTrust Robinson Humphrey December 2011 - August 2013
Bank of America Merrill Lynch July 2010 - December 2011
Quad Graphics January 2009 - November 2009
Skills
Options, Equity Derivatives, Business Analysis, Fixed Income, Financial Modeling, Derivatives, Interest Rate Swaps, Financial Reporting, Bloomberg, Valuation, Hedge Funds, Equities, Trading, Capital Markets
Education
Marquette University 2006 — 2010
Majors: Finance and Accounting
Cory McCallum, CFA's SunTrust Robinson Humphrey Experience 2002 - 2007
Job Senior Analyst at State of Georgia: Teachers Retirement System of Georgia
Industry Investment Management
Experience
State of Georgia: Teachers Retirement System of Georgia 2014 - Present
GMT Capital 2007 - 2013
SunTrust Robinson Humphrey 2002 - 2007
Skills
Equity Research, Investments, Investment Management, Securities, Portfolio Management, Alternative Investments, Equities, Private Equity, Hedge Funds, Valuation, Financial Services, Finance, Asset Management, Investment Banking, Financial Modeling
Education
University of Tennessee-Knoxville - College of Business Administration
M.B.A., Finance
State of Georgia: Teachers Retirement System of Georgia 2014 - Present
GMT Capital 2007 - 2013
SunTrust Robinson Humphrey 2002 - 2007
Skills
Equity Research, Investments, Investment Management, Securities, Portfolio Management, Alternative Investments, Equities, Private Equity, Hedge Funds, Valuation, Financial Services, Finance, Asset Management, Investment Banking, Financial Modeling
Education
University of Tennessee-Knoxville - College of Business Administration
M.B.A., Finance
Paul Sciacca's SunTrust Robinson Humphrey Experience 2003 - 2006
Job Financial Services Professional at Pinnacle Strategies, Inc./NYLIFE Securities LLC
Industry Financial Services
Experience
Pinnacle Strategies, Inc./New York Life Insurance Company / NYLIFE Securities LLC December 2008 - Present
SunTrust Robinson Humphrey 2003 - 2006
JP Morgan Chase H&Q 1998 - 2002
Dreyfus 1996 - 1998
USMC Reserves 1989 - 1994
Skills
Fixed Annuities, Financial Services, Retirement Planning, Strategic Financial..., Insurance, Accounting, Tax, Life Insurance, Risk Management, Estate Planning, Business Development, Retirement, New Business Development, Analysis, Alternative Investments, Asset Management, Wealth Management, CRM, IRAs, Investment Strategies
Education
LIU Post 1987 — 1991
BA, Political Science
Pinnacle Strategies, Inc./New York Life Insurance Company / NYLIFE Securities LLC December 2008 - Present
SunTrust Robinson Humphrey 2003 - 2006
JP Morgan Chase H&Q 1998 - 2002
Dreyfus 1996 - 1998
USMC Reserves 1989 - 1994
Skills
Fixed Annuities, Financial Services, Retirement Planning, Strategic Financial..., Insurance, Accounting, Tax, Life Insurance, Risk Management, Estate Planning, Business Development, Retirement, New Business Development, Analysis, Alternative Investments, Asset Management, Wealth Management, CRM, IRAs, Investment Strategies
Education
LIU Post 1987 — 1991
BA, Political Science
Greg Sorensen's SunTrust Robinson Humphrey Experience 2010 - June 2014
Job Principal at Sorensen HC Advisors Inc.
Industry Banking
Experience
Sorensen HC Advisors Inc. June 2014 - Present
SunTrust Robinson Humphrey 2010 - June 2014
Deutsche Bank Securities 2003 - 2009
Banc of America Securities 1999 - 2003
Chase Securities 1993 - 1999
Merrill Lynch Capital Markets 1983 - 1991
Skills
Investment Banking, M&A experience, Business Development, Analysis, Equity Capital Markets, Mergers & Acquisitions, Financial Modeling, Medical Devices, Mergers, Corporate Finance, Private Equity, Management, Capital Markets, Valuation, Corporate Development, Leveraged Finance, Equity Research, Venture Capital, IPO, LBO, Equities, Business Valuation, Due Diligence, Financial Structuring, Private Placements, Fixed Income, Emerging Markets, Alternative Investments, Hedge Funds
Education
Macalester College
BA, Mathematics / Economics
The University of Chicago
MBA, Finance
Université catholique de Louvain
MBA, International Finance / Econometrics
Sorensen HC Advisors Inc. June 2014 - Present
SunTrust Robinson Humphrey 2010 - June 2014
Deutsche Bank Securities 2003 - 2009
Banc of America Securities 1999 - 2003
Chase Securities 1993 - 1999
Merrill Lynch Capital Markets 1983 - 1991
Skills
Investment Banking, M&A experience, Business Development, Analysis, Equity Capital Markets, Mergers & Acquisitions, Financial Modeling, Medical Devices, Mergers, Corporate Finance, Private Equity, Management, Capital Markets, Valuation, Corporate Development, Leveraged Finance, Equity Research, Venture Capital, IPO, LBO, Equities, Business Valuation, Due Diligence, Financial Structuring, Private Placements, Fixed Income, Emerging Markets, Alternative Investments, Hedge Funds
Education
Macalester College
BA, Mathematics / Economics
The University of Chicago
MBA, Finance
Université catholique de Louvain
MBA, International Finance / Econometrics
Lisa Coney's SunTrust Robinson Humphrey Experience May 2014 - Present
Job Banking and Risk Management Executive
Industry Banking
Experience
SunTrust Robinson Humphrey May 2014 - Present
Xerox January 2013 - May 2014
Bank of America 2007 - 2011
Bank of America 2004 - 2007
FleetBoston Financial 1999 - 2004
FleetBoston Financial 1998 - 1999
FleetBoston Financial 1984 - 1998
Bankers Trust Co., New York, NY 1983 - 1984
First National Bank of Chicago 1978 - 1983
Skills
Credit, Banking, Financial Analysis, Loans, Commercial Banking, Capital Markets, Portfolio Management, Middle Market, Commercial Lending, Finance, Small Business, Underwriting, Business Strategy, Management, Leadership, Financial Risk
Education
Kenyon College 1974 — 1978
BA, Mathematics
The University of Chicago - Booth School of Business
MBA, Finance
SunTrust Robinson Humphrey May 2014 - Present
Xerox January 2013 - May 2014
Bank of America 2007 - 2011
Bank of America 2004 - 2007
FleetBoston Financial 1999 - 2004
FleetBoston Financial 1998 - 1999
FleetBoston Financial 1984 - 1998
Bankers Trust Co., New York, NY 1983 - 1984
First National Bank of Chicago 1978 - 1983
Skills
Credit, Banking, Financial Analysis, Loans, Commercial Banking, Capital Markets, Portfolio Management, Middle Market, Commercial Lending, Finance, Small Business, Underwriting, Business Strategy, Management, Leadership, Financial Risk
Education
Kenyon College 1974 — 1978
BA, Mathematics
The University of Chicago - Booth School of Business
MBA, Finance
Michael Meyer, CFA's SunTrust Robinson Humphrey Experience June 2013 - Present
Job Associate at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey June 2013 - Present
SunTrust Robinson Humphrey June 2012 - August 2012
Wells Fargo: Alternative Strategies Group, Inc August 2010 - July 2011
Wells Fargo: Alternative Strategies Group, Inc March 2008 - August 2010
Wells Fargo: Wells Fargo Advisors June 2007 - March 2008
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2013
MBA, Finance
University of North Carolina at Charlotte 2009 — 2011
Masters program, Economics
James Madison University 2003 — 2007
BBA, Finance and Economics
SunTrust Robinson Humphrey June 2013 - Present
SunTrust Robinson Humphrey June 2012 - August 2012
Wells Fargo: Alternative Strategies Group, Inc August 2010 - July 2011
Wells Fargo: Alternative Strategies Group, Inc March 2008 - August 2010
Wells Fargo: Wells Fargo Advisors June 2007 - March 2008
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2013
MBA, Finance
University of North Carolina at Charlotte 2009 — 2011
Masters program, Economics
James Madison University 2003 — 2007
BBA, Finance and Economics
Brian Mulderry's SunTrust Robinson Humphrey Experience May 1997 - July 2010
Job Experienced equity trader/trade support searching for new opportunity
Industry Investment Banking
Experience
Westor Capital Group Inc November 2012 - February 2013
JP TUrner July 2011 - February 2012
SunTrust Robinson Humphrey May 1997 - July 2010
SunTrust Robinson Humphrey January 1997 - July 2010
SunTrust Robinson Humphrey January 1997 - July 2010
SunTrust Robinson Humphrey January 1997 - July 2010
Fidelity Investments January 1992 - May 1997
Fidelity NFSC January 1992 - January 1997
Fidelity Capital Markets January 1992 - January 1997
Fidelity Capital Markets January 1992 - January 1997
Skills
Series 7, Trading, Bloomberg, Investment Banking, Equity Trading, Series 63, Electronic Trading, Bloomberg Terminal, Series 55
Education
Le Moyne College 1981 — 1985
BA, Industrial Relations
Le Moyne College 1981 — 1985
BA, Industrial Relations and Human Resources
LeMoyne College 1981 — 1985
BA, Industrial Relations/Human Resource Management
LeMoyne College 1981 — 1985
BA, Industrial Relations/Human Resource Management
Westor Capital Group Inc November 2012 - February 2013
JP TUrner July 2011 - February 2012
SunTrust Robinson Humphrey May 1997 - July 2010
SunTrust Robinson Humphrey January 1997 - July 2010
SunTrust Robinson Humphrey January 1997 - July 2010
SunTrust Robinson Humphrey January 1997 - July 2010
Fidelity Investments January 1992 - May 1997
Fidelity NFSC January 1992 - January 1997
Fidelity Capital Markets January 1992 - January 1997
Fidelity Capital Markets January 1992 - January 1997
Skills
Series 7, Trading, Bloomberg, Investment Banking, Equity Trading, Series 63, Electronic Trading, Bloomberg Terminal, Series 55
Education
Le Moyne College 1981 — 1985
BA, Industrial Relations
Le Moyne College 1981 — 1985
BA, Industrial Relations and Human Resources
LeMoyne College 1981 — 1985
BA, Industrial Relations/Human Resource Management
LeMoyne College 1981 — 1985
BA, Industrial Relations/Human Resource Management
Amanda Watkins's SunTrust Robinson Humphrey Experience July 2013 - Present
Job Director Underwriter at SunTrust Robinson Humphrey
Industry Banking
Experience
SunTrust Robinson Humphrey July 2013 - Present
Regions Financial Corporation September 2010 - July 2013
Wells Fargo Capital Finance May 2008 - September 2010
CIT December 2001 - May 2008
First Union Business Credit October 1999 - December 2001
CIT June 1998 - October 1999
Skills
Banking, Risk Management, Business Strategy, Investment Banking, Portfolio Management, Strategic Planning, Capital Markets, Corporate Finance, Investments, Financial Analysis, Asset Based Lending, Cash Flow, Underwriting
Education
High Point University 1996 — 1998
International Master's of Business
University of South Carolina-Columbia 1989 — 1993
SunTrust Robinson Humphrey July 2013 - Present
Regions Financial Corporation September 2010 - July 2013
Wells Fargo Capital Finance May 2008 - September 2010
CIT December 2001 - May 2008
First Union Business Credit October 1999 - December 2001
CIT June 1998 - October 1999
Skills
Banking, Risk Management, Business Strategy, Investment Banking, Portfolio Management, Strategic Planning, Capital Markets, Corporate Finance, Investments, Financial Analysis, Asset Based Lending, Cash Flow, Underwriting
Education
High Point University 1996 — 1998
International Master's of Business
University of South Carolina-Columbia 1989 — 1993
Jay Leung's SunTrust Robinson Humphrey Experience February 2012 - July 2013
Job Real Estate Investment Banking at Hentschel & Company
Industry Financial Services
Experience
Hentschel & Company September 2013 - Present
SunTrust Robinson Humphrey February 2012 - July 2013
FBR Capital Markets June 2010 - November 2011
Citi June 2009 - August 2009
Skills
Financial Institutions, Mergers & Acquisitions, Equities, Financial Modeling, Investment Banking, Valuation, Due Diligence
Education
New York University - Leonard N. Stern School of Business
BS, Finance and International Business
Hong Kong University of Science and Technology - School of Business and Management 2009 — 2009
Hentschel & Company September 2013 - Present
SunTrust Robinson Humphrey February 2012 - July 2013
FBR Capital Markets June 2010 - November 2011
Citi June 2009 - August 2009
Skills
Financial Institutions, Mergers & Acquisitions, Equities, Financial Modeling, Investment Banking, Valuation, Due Diligence
Education
New York University - Leonard N. Stern School of Business
BS, Finance and International Business
Hong Kong University of Science and Technology - School of Business and Management 2009 — 2009
Adrian Cone's SunTrust Robinson Humphrey Experience March 2015 - Present
Job Investment Banking Associate Syndicated & Leveraged Finance at SunTrust Robinson Humphrey
Industry Banking
Experience
SunTrust Robinson Humphrey March 2015 - Present
SunTrust Robinson Humphrey August 2013 - March 2015
Fifth Third Bank July 2012 - July 2013
Miami University August 2008 - May 2012
Fifth Third Bank May 2011 - August 2011
Chemed Corporation May 2010 - August 2010
Skills
Financial Analysis, Investment Banking, Investments, Leveraged Finance, Financial Modeling, Microsoft Excel, Corporate Finance, Credit, Portfolio Management, Microsoft Word
Education
Miami University 2008 — 2012
BA, Finance
SunTrust Robinson Humphrey March 2015 - Present
SunTrust Robinson Humphrey August 2013 - March 2015
Fifth Third Bank July 2012 - July 2013
Miami University August 2008 - May 2012
Fifth Third Bank May 2011 - August 2011
Chemed Corporation May 2010 - August 2010
Skills
Financial Analysis, Investment Banking, Investments, Leveraged Finance, Financial Modeling, Microsoft Excel, Corporate Finance, Credit, Portfolio Management, Microsoft Word
Education
Miami University 2008 — 2012
BA, Finance
Monica Boston's SunTrust Robinson Humphrey Experience May 2000 - December 2008
Job Accountant at SunTrust Investment Services
Industry Financial Services
Experience
SunTrust Investment Services AccountantSunTrust Investment ServicesDecember 2008 - Present
SunTrust Robinson Humphrey May 2000 - December 2008
Education
Keller Graduate School of Management of DeVry University 2003 — 2005
MBA, Finance
Morris Brown College 1990 — 1995
BS, Accounting
SunTrust Investment Services AccountantSunTrust Investment ServicesDecember 2008 - Present
SunTrust Robinson Humphrey May 2000 - December 2008
Education
Keller Graduate School of Management of DeVry University 2003 — 2005
MBA, Finance
Morris Brown College 1990 — 1995
BS, Accounting
Elizabeth Sibdhannie's SunTrust Robinson Humphrey Experience 2006 - 2010
Job Executive Administrative Assistant at CarePlus, Inc.
Industry Executive Office
Experience
CarePlus, Inc. February 2010 - Present
SunTrust Robinson Humphrey 2006 - 2010
Calpine 2005 - 2006
SunTrust Bank 2004 - 2005
SunTrust Bank 2002 - 2004
Randstad 2001 - 2002
Hewlett-Packard 1999 - 2001
Skills
Administrative Support, Outlook, Confidentiality, Calendars, Special Projects, Expenses, Records, Supplies, Microsoft Office, Background Checks, Scheduling, Schedules, Policy, Office Management, Business Meetings
Education
Kingsborough Community College
Course work in Business Administration
CarePlus, Inc. February 2010 - Present
SunTrust Robinson Humphrey 2006 - 2010
Calpine 2005 - 2006
SunTrust Bank 2004 - 2005
SunTrust Bank 2002 - 2004
Randstad 2001 - 2002
Hewlett-Packard 1999 - 2001
Skills
Administrative Support, Outlook, Confidentiality, Calendars, Special Projects, Expenses, Records, Supplies, Microsoft Office, Background Checks, Scheduling, Schedules, Policy, Office Management, Business Meetings
Education
Kingsborough Community College
Course work in Business Administration
Robert Shirley's SunTrust Robinson Humphrey Experience November 2014 - Present
Job Associate at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey November 2014 - Present
SunTrust Robinson Humphrey July 2012 - November 2014
Stonehenge Capital May 2010 - December 2011
US Department of the Treasury May 2011 - August 2011
Skills
Microsoft Office, Public Speaking, Bloomberg Terminal, Adobe Acrobat, Mac OS X, Bloomberg Certified, Financial Analysis, Financial Modeling, Due Diligence, OS X, Bloomberg, Microsoft Word
Education
Louisiana State University 2007 — 2011
Bachelor of Science (B.S.), Finance, General
London School of Economics and Political Science 2010 — 2010
SunTrust Robinson Humphrey November 2014 - Present
SunTrust Robinson Humphrey July 2012 - November 2014
Stonehenge Capital May 2010 - December 2011
US Department of the Treasury May 2011 - August 2011
Skills
Microsoft Office, Public Speaking, Bloomberg Terminal, Adobe Acrobat, Mac OS X, Bloomberg Certified, Financial Analysis, Financial Modeling, Due Diligence, OS X, Bloomberg, Microsoft Word
Education
Louisiana State University 2007 — 2011
Bachelor of Science (B.S.), Finance, General
London School of Economics and Political Science 2010 — 2010
Douglas Golan's SunTrust Robinson Humphrey Experience May 2012 - August 2012
Job Analyst, Golub Capital
Industry Investment Banking
Experience
Golub Capital October 2014 - Present
Moelis & Company July 2013 - October 2014
SunTrust Robinson Humphrey May 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Financial Modeling, Financial Analysis, Investment Banking, Finance
Education
Indiana University Bloomington 2009 — 2013
Bachelor of Science (B.S.), Finance, General, 3.7
Saint Xavier High School 2005 — 2009
Golub Capital October 2014 - Present
Moelis & Company July 2013 - October 2014
SunTrust Robinson Humphrey May 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Financial Modeling, Financial Analysis, Investment Banking, Finance
Education
Indiana University Bloomington 2009 — 2013
Bachelor of Science (B.S.), Finance, General, 3.7
Saint Xavier High School 2005 — 2009
keith dionis's SunTrust Robinson Humphrey Experience 2010 - 2011
Job SVP at Imperial Capital
Industry Capital Markets
Experience
Imperial Capital March 2012 - Present
suntrust 2010 - 2011
SunTrust Robinson Humphrey 2010 - 2011
Skills
Fixed Income, Series 7, Debt, Capital Markets, Asset Management, Trading, Portfolio Management, Bonds, Financial Markets, Series 63, Asset Managment, Hedge Funds, Investment Banking
Education
Lafayette College 1985 — 1989
economics and business
Imperial Capital March 2012 - Present
suntrust 2010 - 2011
SunTrust Robinson Humphrey 2010 - 2011
Skills
Fixed Income, Series 7, Debt, Capital Markets, Asset Management, Trading, Portfolio Management, Bonds, Financial Markets, Series 63, Asset Managment, Hedge Funds, Investment Banking
Education
Lafayette College 1985 — 1989
economics and business
Justin Clayborne's SunTrust Robinson Humphrey Experience June 2014 - Present
Job Analyst at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey June 2014 - Present
Valor Equity Partners June 2013 - August 2013
Loop Capital Markets June 2012 - August 2012
Ariel Investments June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Research, Public Speaking, Teamwork, Leadership, Due Diligence, Microsoft Office
Education
Hampton University 2010 — 2014
Bachelor of Science (BS), Economics
SunTrust Robinson Humphrey June 2014 - Present
Valor Equity Partners June 2013 - August 2013
Loop Capital Markets June 2012 - August 2012
Ariel Investments June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Research, Public Speaking, Teamwork, Leadership, Due Diligence, Microsoft Office
Education
Hampton University 2010 — 2014
Bachelor of Science (BS), Economics
Mark Moughamian's SunTrust Robinson Humphrey Experience June 2015 - Present
Job Relationship Specialist Coverage Risk and Operational Support at SunTrust Robinson Humphrey
Industry Banking
Experience
SunTrust Robinson Humphrey June 2015 - Present
SunTrust Bank September 1981 - June 2015
Skills
Treasury Management..., Retail Banking, Credit Analysis, Commercial Lending, Loans, Treasury Management, Consumer Lending, Small Business Lending, Commercial Banking, Credit, Banking
Education
Kennesaw State University 1978 — 1981
Bachelor of Business Administration (BBA), Marketing
Valdosta State College 1978 — 1978
BS in Business Administration, Marketing
SunTrust Robinson Humphrey June 2015 - Present
SunTrust Bank September 1981 - June 2015
Skills
Treasury Management..., Retail Banking, Credit Analysis, Commercial Lending, Loans, Treasury Management, Consumer Lending, Small Business Lending, Commercial Banking, Credit, Banking
Education
Kennesaw State University 1978 — 1981
Bachelor of Business Administration (BBA), Marketing
Valdosta State College 1978 — 1978
BS in Business Administration, Marketing
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY