SunTrust Robinson Humphrey
Industry: Company
DescriptionHeadquarters: Atlanta, Georgia, United States CEO: John N. Gregg Founded: 1995 Subsidiaries: SunTrust Robinson Humphrey, Inc., Research Division, Parent organization: SunTrust Banks
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SunTrust Robinson Humphrey Employees
Employee
Years
Job
Industry
Daniel Chism Daniel Chism's SunTrust Robinson Humphrey Experience January 1999 - January 2001
Job Attorney
Industry Law Practice
Experience
Law Office of Daniel K. Chism September 2008 - Present
Private Practice Criminal Law June 2003 - June 2007
Morgan Stanley October 2001 - August 2002
SunTrust Robinson Humphrey January 1999 - January 2001
Skills
Litigation, Legal Research, Corporate Law, Legal Writing, Commercial Litigation, Civil Litigation, Appeals, Trial Practice, Personal Injury, Courts, Bankruptcy, Family Law, Product Liability, Criminal Defense, Westlaw, Trials, Wills, Mediation, Torts, Arbitration, Business Litigation
Education
Thurgood Marshall School of Law 2002 — 2005
Doctor of Law (J.D.)
Morehouse College 1994 — 1998
Bachelor of Arts (BA), Business, Finance
Law Office of Daniel K. Chism September 2008 - Present
Private Practice Criminal Law June 2003 - June 2007
Morgan Stanley October 2001 - August 2002
SunTrust Robinson Humphrey January 1999 - January 2001
Skills
Litigation, Legal Research, Corporate Law, Legal Writing, Commercial Litigation, Civil Litigation, Appeals, Trial Practice, Personal Injury, Courts, Bankruptcy, Family Law, Product Liability, Criminal Defense, Westlaw, Trials, Wills, Mediation, Torts, Arbitration, Business Litigation
Education
Thurgood Marshall School of Law 2002 — 2005
Doctor of Law (J.D.)
Morehouse College 1994 — 1998
Bachelor of Arts (BA), Business, Finance
Linda Lynton Linda Lynton's SunTrust Robinson Humphrey Experience February 2014 - Present
Job Supervisory Analyst, Vice President, SunTrust Robertson Humphrey
Industry Banking
Experience
SunTrust Robinson Humphrey February 2014 - Present
Consultant April 2013 - January 2014
Credit Suisse August 2000 - March 2013
Banco Santander July 1999 - July 2000
BNP Paribas February 1998 - June 1999
International Business Magazine January 1996 - March 1997
Skills
Series 16, 24, 87, 7, 63, Equity Research, Fixed Income Research, Compliance Research, Published Author, Professional..., Fixed Income, Equities, Fixed Income Analysis, Series 7, Securities, Series 63, Bloomberg, Emerging Markets, Capital Markets, Valuation, Investment Banking, Banking, Financial Markets, Equity Valuation, Economics
Education
Keele University, UK
Bachelor's degree Honors, Philosophy and Biology
Sussex University, UK
Post Graduate Certificate of Education, Educational Leadership and Administration, General
New York University
Accounting
SunTrust Robinson Humphrey February 2014 - Present
Consultant April 2013 - January 2014
Credit Suisse August 2000 - March 2013
Banco Santander July 1999 - July 2000
BNP Paribas February 1998 - June 1999
International Business Magazine January 1996 - March 1997
Skills
Series 16, 24, 87, 7, 63, Equity Research, Fixed Income Research, Compliance Research, Published Author, Professional..., Fixed Income, Equities, Fixed Income Analysis, Series 7, Securities, Series 63, Bloomberg, Emerging Markets, Capital Markets, Valuation, Investment Banking, Banking, Financial Markets, Equity Valuation, Economics
Education
Keele University, UK
Bachelor's degree Honors, Philosophy and Biology
Sussex University, UK
Post Graduate Certificate of Education, Educational Leadership and Administration, General
New York University
Accounting
Logan Gewin, Jr. Logan Gewin, Jr.'s SunTrust Robinson Humphrey Experience July 2013 - Present
Job Associate at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey July 2013 - Present
SunTrust Robinson Humphrey November 2010 - June 2013
Porter, White & Company July 2007 - November 2010
Smith Barney (Citigroup) June 2005 - August 2005
BMC Capital June 2004 - August 2004
Skills
Valuation, Financial Modeling, Corporate Finance, Financial Analysis, Investment Banking, Mergers, Due Diligence, Mergers & Acquisitions, Bloomberg, Private Equity, Business Valuation, Capital Markets, LBO, DCF, Equities, Alternative Investments, Hedge Funds, Fixed Income
Education
Vanderbilt University - Owen Graduate School of Management 2006 — 2007
M.S.
Sewanee-The University of the South 2002 — 2006
B.A.
SunTrust Robinson Humphrey July 2013 - Present
SunTrust Robinson Humphrey November 2010 - June 2013
Porter, White & Company July 2007 - November 2010
Smith Barney (Citigroup) June 2005 - August 2005
BMC Capital June 2004 - August 2004
Skills
Valuation, Financial Modeling, Corporate Finance, Financial Analysis, Investment Banking, Mergers, Due Diligence, Mergers & Acquisitions, Bloomberg, Private Equity, Business Valuation, Capital Markets, LBO, DCF, Equities, Alternative Investments, Hedge Funds, Fixed Income
Education
Vanderbilt University - Owen Graduate School of Management 2006 — 2007
M.S.
Sewanee-The University of the South 2002 — 2006
B.A.
Andrew Simmons Andrew Simmons's SunTrust Robinson Humphrey Experience 2012 - 2015
Job Investment Banking & Capital Markets at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities 2015 - Present
SunTrust Robinson Humphrey 2012 - 2015
Morgan Keegan & Company 2011 - 2012
Bank of America 2010 - 2011
Merrill Lynch 2009 - 2009
Merrill Lynch 2005 - 2008
MCI, Inc. 2003 - 2005
GE Power & Water 2002 - 2003
Raymond James & Associates, Inc May 2001 - August 2002
Skills
Capital IQ, Finance, MS Office Suite, Zephyr Style Advisor, Factset, Bloomberg Terminal, Financial Analysis, Oracle PL/SQL, Monte Carlo Simulation, DCF Valuation, Internal Rate of Return..., NPV Analysis, LBO Analysis, Alternative Investment..., Accretion/dilution, Private Equity, Hedge Funds, REIT, Commercial Real Estate..., High Yield Bonds, Leveraged Finance, Leveraged Lending, Mergers & Acquisitions, Managed Futures, Valuation
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2010
MBA, Finance, Private Equity
Mississippi State University 1997 — 2001
BBA, Banking and Finance
Wells Fargo Securities 2015 - Present
SunTrust Robinson Humphrey 2012 - 2015
Morgan Keegan & Company 2011 - 2012
Bank of America 2010 - 2011
Merrill Lynch 2009 - 2009
Merrill Lynch 2005 - 2008
MCI, Inc. 2003 - 2005
GE Power & Water 2002 - 2003
Raymond James & Associates, Inc May 2001 - August 2002
Skills
Capital IQ, Finance, MS Office Suite, Zephyr Style Advisor, Factset, Bloomberg Terminal, Financial Analysis, Oracle PL/SQL, Monte Carlo Simulation, DCF Valuation, Internal Rate of Return..., NPV Analysis, LBO Analysis, Alternative Investment..., Accretion/dilution, Private Equity, Hedge Funds, REIT, Commercial Real Estate..., High Yield Bonds, Leveraged Finance, Leveraged Lending, Mergers & Acquisitions, Managed Futures, Valuation
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2010
MBA, Finance, Private Equity
Mississippi State University 1997 — 2001
BBA, Banking and Finance
Ruben Harris Ruben Harris's SunTrust Robinson Humphrey Experience January 2013 - June 2014
Job Partnerships & Lead Generation at Honor
Industry Internet
Experience
Honor September 2015 - Present
AltSchool August 2015 - Present
AltSchool January 2015 - August 2015
AltSchool September 2014 - January 2015
Forge Health February 2014 - September 2014
SunTrust Robinson Humphrey January 2013 - June 2014
BMO Capital Markets July 2011 - October 2012
Brookwood Hill Group, Inc. June 2010 - September 2010
Regency Senior Living (Mountain View Retirement, LLC) May 2010 - August 2010
WoodLake Entertainment September 2007 - May 2010
Skills
Mergers, LBO, Corporate Development, Accounting, Valuation, Financial Analysis, Business Strategy, Venture Capital, Mergers & Acquisitions, Financial Modeling, Investments, Investment Banking, Finance, Strategy, Due Diligence, Bloomberg, Business Development
Education
Southern Adventist University 2005 — 2010
B.S., Business Administration
Southern Adventist University 2005 — 2010
B.S., Music (Cello)
Honor September 2015 - Present
AltSchool August 2015 - Present
AltSchool January 2015 - August 2015
AltSchool September 2014 - January 2015
Forge Health February 2014 - September 2014
SunTrust Robinson Humphrey January 2013 - June 2014
BMO Capital Markets July 2011 - October 2012
Brookwood Hill Group, Inc. June 2010 - September 2010
Regency Senior Living (Mountain View Retirement, LLC) May 2010 - August 2010
WoodLake Entertainment September 2007 - May 2010
Skills
Mergers, LBO, Corporate Development, Accounting, Valuation, Financial Analysis, Business Strategy, Venture Capital, Mergers & Acquisitions, Financial Modeling, Investments, Investment Banking, Finance, Strategy, Due Diligence, Bloomberg, Business Development
Education
Southern Adventist University 2005 — 2010
B.S., Business Administration
Southern Adventist University 2005 — 2010
B.S., Music (Cello)
Victor Davida Victor Davida's SunTrust Robinson Humphrey Experience June 2014 - Present
Job Analyst at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey June 2014 - Present
Dorsey, Wright & Associates September 2013 - December 2013
Property Adjustment Corp. July 2012 - October 2012
American Prosperity Group May 2012 - August 2012
Saint Joseph's University September 2011 - December 2011
Saint Joseph's University September 2011 - December 2011
Skills
Bloomberg Software, Morningstar Direct, Bloomberg Terminal, Morningstar, Equity Valuation, Financial Modeling, Investments, Equity Research, Financial Analysis, Microsoft Excel, Accounting, Strategic Planning, Equities, Strategy, Data Analysis, PowerPoint, Microsoft Word
Education
University of Richmond - Robins School of Business 2011 — 2014
Bachelor of Science in Business Administration (B.S.B.A.), Accounting, Finance and International Business, GPA: 3.5
Saint Joseph's University - Erivan K. Haub School of Business 2010 — 2011
Bachelor of Science in Business Administration (B.S.B.A.), Accounting and Finance, GPA: 3.7
SunTrust Robinson Humphrey June 2014 - Present
Dorsey, Wright & Associates September 2013 - December 2013
Property Adjustment Corp. July 2012 - October 2012
American Prosperity Group May 2012 - August 2012
Saint Joseph's University September 2011 - December 2011
Saint Joseph's University September 2011 - December 2011
Skills
Bloomberg Software, Morningstar Direct, Bloomberg Terminal, Morningstar, Equity Valuation, Financial Modeling, Investments, Equity Research, Financial Analysis, Microsoft Excel, Accounting, Strategic Planning, Equities, Strategy, Data Analysis, PowerPoint, Microsoft Word
Education
University of Richmond - Robins School of Business 2011 — 2014
Bachelor of Science in Business Administration (B.S.B.A.), Accounting, Finance and International Business, GPA: 3.5
Saint Joseph's University - Erivan K. Haub School of Business 2010 — 2011
Bachelor of Science in Business Administration (B.S.B.A.), Accounting and Finance, GPA: 3.7
Carlos Araujo Jr. Carlos Araujo Jr.'s SunTrust Robinson Humphrey Experience August 2003 - November 2006
Job Senior VP, Fixed Income Sales, Latin America at FTN Financial
Industry Investment Banking
Experience
FTN Financial April 2008 - Present
Crédit Agricole CIB - New York April 2007 - April 2008
Raymond James Financial Inc. November 2006 - April 2007
SunTrust Robinson Humphrey August 2003 - November 2006
Skills
Emerging Markets, Trading, Financial Modeling, Latin America, Financial Analysis, Banking, Fixed Income, Capital Markets, Derivatives, Bloomberg, Finance, Bonds, Equities, Financial Markets, Investments, Portfolio Management, Structured Products
Education
Alliant international University - Mexico City 2004 — 2004
Advanced Spanish Language and Literature
University of Memphis- International MBA 2001 — 2003
Master of Business Administration (MBA)
Université Stendhal (Grenoble III) 2001 — 2001
French
Pittsburg State University 1997 — 2001
Bachelor of Science
FTN Financial April 2008 - Present
Crédit Agricole CIB - New York April 2007 - April 2008
Raymond James Financial Inc. November 2006 - April 2007
SunTrust Robinson Humphrey August 2003 - November 2006
Skills
Emerging Markets, Trading, Financial Modeling, Latin America, Financial Analysis, Banking, Fixed Income, Capital Markets, Derivatives, Bloomberg, Finance, Bonds, Equities, Financial Markets, Investments, Portfolio Management, Structured Products
Education
Alliant international University - Mexico City 2004 — 2004
Advanced Spanish Language and Literature
University of Memphis- International MBA 2001 — 2003
Master of Business Administration (MBA)
Université Stendhal (Grenoble III) 2001 — 2001
French
Pittsburg State University 1997 — 2001
Bachelor of Science
Travis Hunt Travis Hunt's SunTrust Robinson Humphrey Experience January 2013 - January 2015
Job Vice President Business Capital Originations at Citizens Financial Group, Inc.
Industry Banking
Experience
Citizens Financial Group, Inc. February 2015 - Present
SunTrust Robinson Humphrey January 2013 - January 2015
SunTrust December 2010 - January 2013
Skills
Leadership, Microsoft Excel, Financial Analysis, Finance, Time Management, Corporate Finance, Financial Modeling, Credit Analysis, Capital Markets, Credit, Risk Management
Education
Piedmont College 2008 — 2010
MBA, Managerial Leadership
Piedmont College 2004 — 2008
BA, Management
Campbell High School
Citizens Financial Group, Inc. February 2015 - Present
SunTrust Robinson Humphrey January 2013 - January 2015
SunTrust December 2010 - January 2013
Skills
Leadership, Microsoft Excel, Financial Analysis, Finance, Time Management, Corporate Finance, Financial Modeling, Credit Analysis, Capital Markets, Credit, Risk Management
Education
Piedmont College 2008 — 2010
MBA, Managerial Leadership
Piedmont College 2004 — 2008
BA, Management
Campbell High School
Brian DiCaprio Brian DiCaprio's SunTrust Robinson Humphrey Experience June 2014 - Present
Job Investment Banking Analyst at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey June 2014 - Present
Siena College September 2013 - May 2014
Caspian Capital Advisors May 2013 - August 2013
The Ayco Company, L.P. April 2012 - January 2013
Northwestern Mutual April 2011 - November 2011
Bender Lane Advisory, LLC May 2011 - September 2011
Skills
Financial Analysis, Investment Banking, Investments, Equities, Securities, Entrepreneurship, Hedge Funds, Valuation, Trading, Portfolio Management
Education
Siena College 2010 — 2014
Bachelor of Science, Finance, Cum Laude
Shenendehowa High School
SunTrust Robinson Humphrey June 2014 - Present
Siena College September 2013 - May 2014
Caspian Capital Advisors May 2013 - August 2013
The Ayco Company, L.P. April 2012 - January 2013
Northwestern Mutual April 2011 - November 2011
Bender Lane Advisory, LLC May 2011 - September 2011
Skills
Financial Analysis, Investment Banking, Investments, Equities, Securities, Entrepreneurship, Hedge Funds, Valuation, Trading, Portfolio Management
Education
Siena College 2010 — 2014
Bachelor of Science, Finance, Cum Laude
Shenendehowa High School
Dmitriy Aleyev Dmitriy Aleyev's SunTrust Robinson Humphrey Experience July 2014 - Present
Job Investment Banking Associate TMT at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey July 2014 - Present
SunTrust Robinson Humphrey June 2013 - August 2013
Fight For Mike October 2009 - August 2012
State Street July 2010 - July 2012
M. Marcus Economic Consulting April 2009 - July 2010
Liz Claiborne September 2008 - May 2009
Skills
Derivatives, Credit Derivatives, Economics, Cash Management, Financial Modeling, Econometrics, Treasury, Valuation, Capital Markets, Volatility, Equity Derivatives, Operations Management, Forensic Analysis, Financial Services, VBA, Corporate Finance, LBO, M&A Modeling, DCF Valuation, Bloomberg, Financial Analysis, Investment Banking
Education
University of Virginia - Darden Graduate School of Business Administration 2012 — 2014
Master of Business Administration (MBA), Corporate Finance & Investment Banking
Montclair State University 2006 — 2009
Bachelor of Science (B.Sc.), Finance, General, 4.0
CFA Institute
SunTrust Robinson Humphrey July 2014 - Present
SunTrust Robinson Humphrey June 2013 - August 2013
Fight For Mike October 2009 - August 2012
State Street July 2010 - July 2012
M. Marcus Economic Consulting April 2009 - July 2010
Liz Claiborne September 2008 - May 2009
Skills
Derivatives, Credit Derivatives, Economics, Cash Management, Financial Modeling, Econometrics, Treasury, Valuation, Capital Markets, Volatility, Equity Derivatives, Operations Management, Forensic Analysis, Financial Services, VBA, Corporate Finance, LBO, M&A Modeling, DCF Valuation, Bloomberg, Financial Analysis, Investment Banking
Education
University of Virginia - Darden Graduate School of Business Administration 2012 — 2014
Master of Business Administration (MBA), Corporate Finance & Investment Banking
Montclair State University 2006 — 2009
Bachelor of Science (B.Sc.), Finance, General, 4.0
CFA Institute
Matthew Stevenson Matthew Stevenson's SunTrust Robinson Humphrey Experience June 2014 - Present
Job Equity Research Associate at SunTrust Robinson Humphrey
Industry Investment Management
Experience
SunTrust Robinson Humphrey June 2014 - Present
Fusion Analytics Investment Partners 2013 - 2013
SQ Advisors 2012 - 2012
IOS Partners, Inc. 2011 - 2011
Skills
Financial Modeling, Microsoft Excel, Equity Research, Public Speaking, Equity Valuation, Competitive Analysis, FactSet, Bloomberg
Education
New College of Florida 2010 — 2014
B.A., Economics and Mathematics
Stanford University Online High School 2006 — 2010
Miami Country Day School 1997 — 2006
SunTrust Robinson Humphrey June 2014 - Present
Fusion Analytics Investment Partners 2013 - 2013
SQ Advisors 2012 - 2012
IOS Partners, Inc. 2011 - 2011
Skills
Financial Modeling, Microsoft Excel, Equity Research, Public Speaking, Equity Valuation, Competitive Analysis, FactSet, Bloomberg
Education
New College of Florida 2010 — 2014
B.A., Economics and Mathematics
Stanford University Online High School 2006 — 2010
Miami Country Day School 1997 — 2006
David Parrot David Parrot's SunTrust Robinson Humphrey Experience December 2014 - Present
Job Managing Director Life Sciences Investment Banking at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey December 2014 - Present
BMO Capital Markets July 2010 - December 2014
Montgomery & Co., LLC June 2009 - June 2010
Piper Jaffray June 1998 - June 2009
Skills
Lifesciences, Investment Banking, Capital Markets, Venture Capital, M&A execution, M&A analysis, Accounting, Financial Analysis, Financial Modeling, G&A, due diligence, Investor Relations, Team Leadership, initial public offerings, Corporate Finance, Financial Reporting, Budget Forecasts, Operating Budgets, Capital Budgeting, Capital Raising, Convertible Securities, Private Equity, debt capital markets, Strategic Financial..., Financial Audits, Biotechnology, Specialty Pharmaceutical, Generic Drugs
Education
Haas School of Business, UC Berkeley 1996 — 1998
Master of Business Administration (MBA), Finance, General
Middlebury College 1986 — 1990
Bachelor's degree, Economics
SunTrust Robinson Humphrey December 2014 - Present
BMO Capital Markets July 2010 - December 2014
Montgomery & Co., LLC June 2009 - June 2010
Piper Jaffray June 1998 - June 2009
Skills
Lifesciences, Investment Banking, Capital Markets, Venture Capital, M&A execution, M&A analysis, Accounting, Financial Analysis, Financial Modeling, G&A, due diligence, Investor Relations, Team Leadership, initial public offerings, Corporate Finance, Financial Reporting, Budget Forecasts, Operating Budgets, Capital Budgeting, Capital Raising, Convertible Securities, Private Equity, debt capital markets, Strategic Financial..., Financial Audits, Biotechnology, Specialty Pharmaceutical, Generic Drugs
Education
Haas School of Business, UC Berkeley 1996 — 1998
Master of Business Administration (MBA), Finance, General
Middlebury College 1986 — 1990
Bachelor's degree, Economics
Ann (Koehler) Riley's SunTrust Robinson Humphrey Experience February 2003 - August 2004
Job Director of Marketing at Madden Realtors
Industry Photography
Experience
Madden Realtors December 2014 - Present
Ann Koehler Photography December 2009 - Present
Argon 18 2012 - 2015
Pace Academy August 2004 - August 2011
Anni Fanni LLC August 2000 - December 2010
SunTrust Robinson Humphrey February 2003 - August 2004
Incisive Capital Management February 2000 - February 2003
Paine Webber April 1998 - March 2000
Skills
Photography, Illustrator, Logo Design, InDesign, Photoshop, Image Manipulation, QuarkXPress, Advertising, Graphic Design, Social Media, Creative Direction, Brochures, Fine Art, Adobe Creative Suite, Lightroom, Portrait Photography, Real Estate Photography, Customer Service, Management, Landscape Photography, Marketing, Social Media Marketing, Typography, Series 7, Series 66, Dreamweaver
Education
Parsons School of Design
Intensive Graphic Design Program
The University of Georgia
BSED
Webster University Geneva, Switzerland
Year Abroad
Madden Realtors December 2014 - Present
Ann Koehler Photography December 2009 - Present
Argon 18 2012 - 2015
Pace Academy August 2004 - August 2011
Anni Fanni LLC August 2000 - December 2010
SunTrust Robinson Humphrey February 2003 - August 2004
Incisive Capital Management February 2000 - February 2003
Paine Webber April 1998 - March 2000
Skills
Photography, Illustrator, Logo Design, InDesign, Photoshop, Image Manipulation, QuarkXPress, Advertising, Graphic Design, Social Media, Creative Direction, Brochures, Fine Art, Adobe Creative Suite, Lightroom, Portrait Photography, Real Estate Photography, Customer Service, Management, Landscape Photography, Marketing, Social Media Marketing, Typography, Series 7, Series 66, Dreamweaver
Education
Parsons School of Design
Intensive Graphic Design Program
The University of Georgia
BSED
Webster University Geneva, Switzerland
Year Abroad
Lamar Chesney's SunTrust Robinson Humphrey Experience October 2013 - Present
Job Analyst Asset Securitization Group at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey October 2013 - Present
CSX Transportation May 2012 - August 2012
Southern Company May 2011 - August 2011
Mercer May 2008 - August 2008
Skills
Finance, Leadership, Quantitative Analytics, Economics, Strategic Planning, Public Speaking, Microsoft Office, Research, Microsoft Word, Management, System Administration, Fundraising, Analytics, Forecasting, PowerPoint, Data Analysis, Financial Analysis, Market Research, Operations Management, Analysis
Education
Rollins College - Crummer Graduate School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General
Rollins College 2007 — 2011
Bachelors Degree, Economics
Lovett
SunTrust Robinson Humphrey October 2013 - Present
CSX Transportation May 2012 - August 2012
Southern Company May 2011 - August 2011
Mercer May 2008 - August 2008
Skills
Finance, Leadership, Quantitative Analytics, Economics, Strategic Planning, Public Speaking, Microsoft Office, Research, Microsoft Word, Management, System Administration, Fundraising, Analytics, Forecasting, PowerPoint, Data Analysis, Financial Analysis, Market Research, Operations Management, Analysis
Education
Rollins College - Crummer Graduate School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General
Rollins College 2007 — 2011
Bachelors Degree, Economics
Lovett
Stephen Lanese Stephen Lanese's SunTrust Robinson Humphrey Experience 2014 - Present
Job Vice President Software/Technology M&A at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey 2014 - Present
VRA Partners, LLC 2010 - 2014
Thomas Weisel Partners June 2009 - August 2009
Oppenheimer & Co. 2002 - 2008
Skills
Financial Modeling, Financial Analysis, Valuation, Investment Banking, Private Equity, Capital Markets, Mergers, Corporate Finance, Bloomberg, Due Diligence, LBO, Equities, M&A experience
Education
Middlebury College 1998 — 2002
BA
Washington University in St. Louis 2008 — 2010
Master of Business Administration (M.B.A.)
University of New South Wales 2000 — 2000
Mary Institute and Saint Louis Country Day School (MICDS) 1990 — 1998
SunTrust Robinson Humphrey 2014 - Present
VRA Partners, LLC 2010 - 2014
Thomas Weisel Partners June 2009 - August 2009
Oppenheimer & Co. 2002 - 2008
Skills
Financial Modeling, Financial Analysis, Valuation, Investment Banking, Private Equity, Capital Markets, Mergers, Corporate Finance, Bloomberg, Due Diligence, LBO, Equities, M&A experience
Education
Middlebury College 1998 — 2002
BA
Washington University in St. Louis 2008 — 2010
Master of Business Administration (M.B.A.)
University of New South Wales 2000 — 2000
Mary Institute and Saint Louis Country Day School (MICDS) 1990 — 1998
Anne-Pryor Monette Anne-Pryor Monette's SunTrust Robinson Humphrey Experience February 2014 - Present
Job Assistant Vice President, SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey February 2014 - Present
The Intersect Group May 2013 - February 2014
J.P. Morgan August 2009 - May 2013
Morgan Stanley June 2007 - August 2009
Skills
Alternative Investments, Series 7, Hedge Funds, Asset Management, Private Equity, Banking, Private Banking, Due Diligence, Risk Management, Series 66, Series 31, Life, Accident &..., Variable Health..., Manage Client..., Topaz, Prism, Microsoft Excel, Microsoft Office, SharePoint, Client Interfacing..., Marketing, Event Management, Lotus Notes, PeopleSoft, Everbridge, Asset Managment, Sales, Cold Calling, Client Development
Education
Reinhardt College
Bachelor of Science (BS)
Gainesville State College
Associate of Arts (A.A.)
SunTrust Robinson Humphrey February 2014 - Present
The Intersect Group May 2013 - February 2014
J.P. Morgan August 2009 - May 2013
Morgan Stanley June 2007 - August 2009
Skills
Alternative Investments, Series 7, Hedge Funds, Asset Management, Private Equity, Banking, Private Banking, Due Diligence, Risk Management, Series 66, Series 31, Life, Accident &..., Variable Health..., Manage Client..., Topaz, Prism, Microsoft Excel, Microsoft Office, SharePoint, Client Interfacing..., Marketing, Event Management, Lotus Notes, PeopleSoft, Everbridge, Asset Managment, Sales, Cold Calling, Client Development
Education
Reinhardt College
Bachelor of Science (BS)
Gainesville State College
Associate of Arts (A.A.)
Alex Harris's SunTrust Robinson Humphrey Experience June 2011 - December 2013
Job Associate at Goldman Sachs
Industry Venture Capital & Private Equity
Experience
Goldman Sachs August 2014 - Present
Goldman Sachs January 2014 - July 2014
SunTrust Robinson Humphrey June 2011 - December 2013
Cowen and Company, LLC June 2010 - August 2010
HealthCare Royalty Partners January 2010 - May 2010
Skills
Investment Banking, Corporate Finance, Leveraged Finance, Alternative Investments, Credit Analysis
Education
Sewanee-The University of the South 2007 — 2011
Bachelor of Arts (B.A.), Economics / Spanish
The McCallie School 2002 — 2007
High School Diploma
Goldman Sachs August 2014 - Present
Goldman Sachs January 2014 - July 2014
SunTrust Robinson Humphrey June 2011 - December 2013
Cowen and Company, LLC June 2010 - August 2010
HealthCare Royalty Partners January 2010 - May 2010
Skills
Investment Banking, Corporate Finance, Leveraged Finance, Alternative Investments, Credit Analysis
Education
Sewanee-The University of the South 2007 — 2011
Bachelor of Arts (B.A.), Economics / Spanish
The McCallie School 2002 — 2007
High School Diploma
Trent Caldwell Trent Caldwell's SunTrust Robinson Humphrey Experience September 2015 - Present
Job Capital Markets Collateral Specialist at SunTrust Robinson Humphrey
Industry Capital Markets
Experience
SunTrust Robinson Humphrey September 2015 - Present
SunTrust Robinson Humphrey March 2014 - September 2015
Accenture May 2012 - August 2013
PricewaterhouseCoopers June 2011 - August 2011
Skills
Operating Models, Predictive Analytics, Business Readiness, Data Analysis, Microsoft Excel, Financial Modeling, Financial Analysis, Valuation, Microsoft Office, Management Consulting, Organizational..., Business Analysis, Finance, Auditing, Leadership, Accounting, Business Process...
Education
Morehouse College 2008 — 2012
Bachelor of Arts (B.A.), Business Adminstration: Accounting Concentration
SunTrust Robinson Humphrey September 2015 - Present
SunTrust Robinson Humphrey March 2014 - September 2015
Accenture May 2012 - August 2013
PricewaterhouseCoopers June 2011 - August 2011
Skills
Operating Models, Predictive Analytics, Business Readiness, Data Analysis, Microsoft Excel, Financial Modeling, Financial Analysis, Valuation, Microsoft Office, Management Consulting, Organizational..., Business Analysis, Finance, Auditing, Leadership, Accounting, Business Process...
Education
Morehouse College 2008 — 2012
Bachelor of Arts (B.A.), Business Adminstration: Accounting Concentration
Richard Close Richard Close's SunTrust Robinson Humphrey Experience August 2001 - September 2003
Job Managing Director, Canaccord Genuity Group, Inc.
Industry Investment Banking
Experience
Canaccord Genuity Group Inc. May 2015 - Present
TN HIMSS 2009 - Present
Avondale Partners, LLC May 2011 - April 2015
Jefferies & Company October 2003 - December 2010
SunTrust Robinson Humphrey August 2001 - September 2003
SunTrust Equitable Securities January 1998 - July 2001
Equitable Securities February 1996 - December 1997
Montgomery Asset Management March 1994 - January 1996
Skills
Financial Modeling, Equity Research, Equities, Private Equity, IPO, LBO, Venture Capital, Investments, Valuation, Finance, Equity Valuation, Hedge Funds, Investment Banking, Mergers & Acquisitions, Capital Markets, Corporate Finance, M&A experience, Corporate Development, Business Valuation, Alternative Investments, Mergers, Healthcare Information..., Healthcare Analytics, Healthcare Improvement, Healthcare Reimbursement, Analysis
Education
Rochester Institute of Technology 1987 — 1991
Bachelor's of Science, Economics
Canaccord Genuity Group Inc. May 2015 - Present
TN HIMSS 2009 - Present
Avondale Partners, LLC May 2011 - April 2015
Jefferies & Company October 2003 - December 2010
SunTrust Robinson Humphrey August 2001 - September 2003
SunTrust Equitable Securities January 1998 - July 2001
Equitable Securities February 1996 - December 1997
Montgomery Asset Management March 1994 - January 1996
Skills
Financial Modeling, Equity Research, Equities, Private Equity, IPO, LBO, Venture Capital, Investments, Valuation, Finance, Equity Valuation, Hedge Funds, Investment Banking, Mergers & Acquisitions, Capital Markets, Corporate Finance, M&A experience, Corporate Development, Business Valuation, Alternative Investments, Mergers, Healthcare Information..., Healthcare Analytics, Healthcare Improvement, Healthcare Reimbursement, Analysis
Education
Rochester Institute of Technology 1987 — 1991
Bachelor's of Science, Economics
Mbaga Nzab. Mbaga Nzab.'s SunTrust Robinson Humphrey Experience September 2015 - Present
Job VP Corporate Middle Office Derivatives at Suntrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey September 2015 - Present
National General Insurance February 2015 - August 2015
National General Insurance (fmr. GMAC Insurance) May 2013 - January 2015
Credit Suisse First Boston June 2011 - July 2012
OTF Group May 2007 - June 2009
Joh Achelis & Soehne GmbH January 2006 - May 2007
Skills
VBA, SAS, Analytical Modelling, R, Quantitative Analytics, Monte Carlo Simulation, Quantitative Finance, International Finance, SAS programming, Derivatives, financial derivatives'..., Options, Statistics, Matlab quantitative..., numerical methods..., Monte-Carlo simulation, stochastic patterns..., SQL, Insurance, Access, strategy elaboration, data mining and..., capital budgeting and..., statistical frequency &..., VBA Programming, MS Access
Education
North Carolina State University 2009 — 2011
Masters Degree
KIST 1999 — 2004
B.Sc. Eng.
SunTrust Robinson Humphrey September 2015 - Present
National General Insurance February 2015 - August 2015
National General Insurance (fmr. GMAC Insurance) May 2013 - January 2015
Credit Suisse First Boston June 2011 - July 2012
OTF Group May 2007 - June 2009
Joh Achelis & Soehne GmbH January 2006 - May 2007
Skills
VBA, SAS, Analytical Modelling, R, Quantitative Analytics, Monte Carlo Simulation, Quantitative Finance, International Finance, SAS programming, Derivatives, financial derivatives'..., Options, Statistics, Matlab quantitative..., numerical methods..., Monte-Carlo simulation, stochastic patterns..., SQL, Insurance, Access, strategy elaboration, data mining and..., capital budgeting and..., statistical frequency &..., VBA Programming, MS Access
Education
North Carolina State University 2009 — 2011
Masters Degree
KIST 1999 — 2004
B.Sc. Eng.
Mark Sargon Mark Sargon's SunTrust Robinson Humphrey Experience 1989 - 1996
Job Regional Director at Piedmont Capital Distributors
Industry Financial Services
Experience
Piedmont Capital Distributors September 2014 - Present
Morgan Keegan December 2008 - March 2013
Advisors Asset Management 2007 - 2008
UBS Financial 1996 - 2004
SunTrust Robinson Humphrey 1989 - 1996
Skills
Investments, Asset Management, Equities, Portfolio Management, Retirement, Bonds, Retirement Planning, Series 7, Mutual Funds, Wealth, Loans, Separately Managed..., Fixed Income, Life Insurance, Financial Advisory, Financial Modeling, Risk Management, ETFs, Private Equity, Funding, Series 65, Series 63, Options, Investment Advisory, Financial Analysis, Asset Allocation, Securities, 401k, Series 6, Alternative Investments, Wealth Management, Strategic Financial..., Hedge Funds, Estate Planning, Investment Management, IRAs, Asset Managment, Financial Planning, FINRA, Uniform Combined State..., Investment Strategies, Capital Markets, Trading, Financial Services
Education
Ohio University 1981 — 1985
Bachelor of Science, Organizational Communication
Firestone HS 1978 — 1982
Piedmont Capital Distributors September 2014 - Present
Morgan Keegan December 2008 - March 2013
Advisors Asset Management 2007 - 2008
UBS Financial 1996 - 2004
SunTrust Robinson Humphrey 1989 - 1996
Skills
Investments, Asset Management, Equities, Portfolio Management, Retirement, Bonds, Retirement Planning, Series 7, Mutual Funds, Wealth, Loans, Separately Managed..., Fixed Income, Life Insurance, Financial Advisory, Financial Modeling, Risk Management, ETFs, Private Equity, Funding, Series 65, Series 63, Options, Investment Advisory, Financial Analysis, Asset Allocation, Securities, 401k, Series 6, Alternative Investments, Wealth Management, Strategic Financial..., Hedge Funds, Estate Planning, Investment Management, IRAs, Asset Managment, Financial Planning, FINRA, Uniform Combined State..., Investment Strategies, Capital Markets, Trading, Financial Services
Education
Ohio University 1981 — 1985
Bachelor of Science, Organizational Communication
Firestone HS 1978 — 1982
Brad Bennett's SunTrust Robinson Humphrey Experience January 2000 - January 2012
Job Director Business Development at BlueArc Capital Management
Industry Investment Management
Experience
BlueArc Capital Management July 2015 - Present
Libreum Investment Management February 2015 - July 2015
Venture Capital Backed Consumer Products Company 2012 - 2013
SunTrust Robinson Humphrey January 2000 - January 2012
Skills
Asset Management, Investments, Project Management, Equities, Private Equity, Investment Banking, Series 7, Capital Markets, Mergers & Acquisitions, Microsoft Excel, Marketing Strategy, Team Building, Asset Allocation, Budgets, Business Analysis, Financial Advisory, Investment Advisory, Investment Strategies, Mutual Funds, Securities, Small Business, Structured Products, Financial Structuring, Market Research, Commercial Real Estate, Insurance, Structured Finance, Investment Management, Credit, Event Planning, Customer Service, Wealth Management, Account Management
Education
Rollins College 1987 — 1991
The Baylor School 1984 — 1987
BlueArc Capital Management July 2015 - Present
Libreum Investment Management February 2015 - July 2015
Venture Capital Backed Consumer Products Company 2012 - 2013
SunTrust Robinson Humphrey January 2000 - January 2012
Skills
Asset Management, Investments, Project Management, Equities, Private Equity, Investment Banking, Series 7, Capital Markets, Mergers & Acquisitions, Microsoft Excel, Marketing Strategy, Team Building, Asset Allocation, Budgets, Business Analysis, Financial Advisory, Investment Advisory, Investment Strategies, Mutual Funds, Securities, Small Business, Structured Products, Financial Structuring, Market Research, Commercial Real Estate, Insurance, Structured Finance, Investment Management, Credit, Event Planning, Customer Service, Wealth Management, Account Management
Education
Rollins College 1987 — 1991
The Baylor School 1984 — 1987
Daniel Stephen Daniel Stephen's SunTrust Robinson Humphrey Experience September 1998 - March 2008
Job Owner & Operator / Personal Trainer at Integra Fitness & Coaching
Industry Health, Wellness and Fitness
Experience
Integra Fitness & Coaching January 2011 - Present
Atlanta Cycling, Inc. January 2008 - August 2011
American Bicycle Group, LLC March 2008 - January 2009
Life Wave Energy December 2006 - March 2008
SunTrust Robinson Humphrey September 1998 - March 2008
US Army June 1993 - January 1997
Education
Shorter University 2004 — 2006
B.S., Business Administration
Integra Fitness & Coaching January 2011 - Present
Atlanta Cycling, Inc. January 2008 - August 2011
American Bicycle Group, LLC March 2008 - January 2009
Life Wave Energy December 2006 - March 2008
SunTrust Robinson Humphrey September 1998 - March 2008
US Army June 1993 - January 1997
Education
Shorter University 2004 — 2006
B.S., Business Administration
Ed McCrady Ed McCrady's SunTrust Robinson Humphrey Experience 1989 - 2000
Job Cofounder and Board Member at Independent Association of PODS Franchisees
Industry Logistics and Supply Chain
Experience
Independent Association of PODS Franchisees January 2007 - Present
Atlanta Storage Partners, LLC d.b.a. PODS May 2002 - Present
PODS May 2002 - Present
Robertson Stephens 2000 - 2001
The Robinson-Humphrey Company August 1989 - March 2000
SunTrust Robinson Humphrey 1989 - 2000
Skills
IPO, New Business Development, Mergers, Financial Analysis, Financial Modeling, Contract Negotiations, Investment Banking, Logistics, Acquisitions, Business Development, Business Planning, Business Strategy, Contract Management, Contract Negotiation, Corporate Finance, Divestitures, Due Diligence, Entrepreneurship, Executive Management, Finance, Human Resources, Investments, LBO, Management, Mergers, Private Placements, Small Business, Start-ups, Strategic Planning, Strategy
Education
Northwestern University - Kellogg School of Management 2008 — 2009
MBA, Finance
University of Virginia 1981 — 1985
B.S., Commerce
Independent Association of PODS Franchisees January 2007 - Present
Atlanta Storage Partners, LLC d.b.a. PODS May 2002 - Present
PODS May 2002 - Present
Robertson Stephens 2000 - 2001
The Robinson-Humphrey Company August 1989 - March 2000
SunTrust Robinson Humphrey 1989 - 2000
Skills
IPO, New Business Development, Mergers, Financial Analysis, Financial Modeling, Contract Negotiations, Investment Banking, Logistics, Acquisitions, Business Development, Business Planning, Business Strategy, Contract Management, Contract Negotiation, Corporate Finance, Divestitures, Due Diligence, Entrepreneurship, Executive Management, Finance, Human Resources, Investments, LBO, Management, Mergers, Private Placements, Small Business, Start-ups, Strategic Planning, Strategy
Education
Northwestern University - Kellogg School of Management 2008 — 2009
MBA, Finance
University of Virginia 1981 — 1985
B.S., Commerce
Charlie Hurt Charlie Hurt's SunTrust Robinson Humphrey Experience 1998 - February 2009
Job Managing Director Investment Banking at Fifth Third Securities
Industry Investment Banking
Experience
Fifth Third Securities October 2013 - Present
Cary Street Partners February 2010 - October 2013
CDH Advisors, LLC February 2009 - February 2010
SunTrust Robinson Humphrey 1998 - February 2009
Robinson-Humphrey Co., LLC 1998 - 2000
Lehman Brothers June 1997 - August 1997
Crawford Investment Counsel June 1996 - August 1996
ValuJet Airlines October 1993 - May 1996
Delta Air Lines March 1992 - October 1993
Skills
Investment Banking, Corporate Finance, Valuation, Mergers, Private Placements, Capital Raising, M&A experience, Finance, Growth Capital, Mergers & Acquisitions, Venture Capital, Private Equity, Financial Structuring, Strategy, Investments, Hedge Funds, Alternative Investments, Capital Markets, Start-ups, Financial Analysis, IPO, Due Diligence, Corporate Development, Emerging Markets, Equities, Financial Modeling, LBO
Education
Northwestern University - Kellogg School of Management 1996 — 1998
MBA
Princeton University 1987 — 1991
AB
The Westminster Schools
Fifth Third Securities October 2013 - Present
Cary Street Partners February 2010 - October 2013
CDH Advisors, LLC February 2009 - February 2010
SunTrust Robinson Humphrey 1998 - February 2009
Robinson-Humphrey Co., LLC 1998 - 2000
Lehman Brothers June 1997 - August 1997
Crawford Investment Counsel June 1996 - August 1996
ValuJet Airlines October 1993 - May 1996
Delta Air Lines March 1992 - October 1993
Skills
Investment Banking, Corporate Finance, Valuation, Mergers, Private Placements, Capital Raising, M&A experience, Finance, Growth Capital, Mergers & Acquisitions, Venture Capital, Private Equity, Financial Structuring, Strategy, Investments, Hedge Funds, Alternative Investments, Capital Markets, Start-ups, Financial Analysis, IPO, Due Diligence, Corporate Development, Emerging Markets, Equities, Financial Modeling, LBO
Education
Northwestern University - Kellogg School of Management 1996 — 1998
MBA
Princeton University 1987 — 1991
AB
The Westminster Schools
Janet E. Manning Janet E. Manning's SunTrust Robinson Humphrey Experience July 2013 - Present
Job Administrative Assistant at SunTrust Bank
Industry Banking
Experience
SunTrust Robinson Humphrey July 2013 - Present
Deutsche Bank July 2011 - July 2013
Goldman Sachs May 1997 - December 2008
Skills
Fixed Income, Investment Banking, Bloomberg, Capital Markets, Equities, Series 7
Education
New York University 1997 — 2007
Bachelor's, Economics
SunTrust Robinson Humphrey July 2013 - Present
Deutsche Bank July 2011 - July 2013
Goldman Sachs May 1997 - December 2008
Skills
Fixed Income, Investment Banking, Bloomberg, Capital Markets, Equities, Series 7
Education
New York University 1997 — 2007
Bachelor's, Economics
Brennan Brupbacher Brennan Brupbacher's SunTrust Robinson Humphrey Experience April 2015 - Present
Job Investment Banking Associate at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey April 2015 - Present
SunTrust Robinson Humphrey November 2013 - April 2015
Deloitte September 2012 - November 2013
Morgan Keegan November 2011 - May 2012
Vanderbilt University August 2011 - May 2012
Maple Leaf Partners, LP May 2011 - July 2011
New York Life/NYLife Securites, LLC August 2008 - September 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Equity Research, Business Valuation, Equities, Investments, Capital Markets, Asset Allocation, Bloomberg Terminal, Corporate Finance, DCF, CAPM, Portfolio Management, Derivatives, Investment Banking, Mergers & Acquisitions, Asset Management, Financial Reporting, Strategy
Education
Vanderbilt University - Owen Graduate School of Management 2011 — 2012
Master of Science, Finance
Southeastern Louisiana University 2004 — 2010
Bachelor of Science, Finance
SunTrust Robinson Humphrey April 2015 - Present
SunTrust Robinson Humphrey November 2013 - April 2015
Deloitte September 2012 - November 2013
Morgan Keegan November 2011 - May 2012
Vanderbilt University August 2011 - May 2012
Maple Leaf Partners, LP May 2011 - July 2011
New York Life/NYLife Securites, LLC August 2008 - September 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Equity Research, Business Valuation, Equities, Investments, Capital Markets, Asset Allocation, Bloomberg Terminal, Corporate Finance, DCF, CAPM, Portfolio Management, Derivatives, Investment Banking, Mergers & Acquisitions, Asset Management, Financial Reporting, Strategy
Education
Vanderbilt University - Owen Graduate School of Management 2011 — 2012
Master of Science, Finance
Southeastern Louisiana University 2004 — 2010
Bachelor of Science, Finance
Sean Dodge, CFA Sean Dodge, CFA's SunTrust Robinson Humphrey Experience July 2006 - March 2010
Job Equity Analyst at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC March 2010 - Present
SunTrust Robinson Humphrey July 2006 - March 2010
JRS Investments April 2005 - May 2006
Citigroup January 2002 - July 2004
Skills
Financial Modeling, Investments, Due Diligence, Equity Research, Healthcare, Equities, Valuation, Investment Banking, Excel, Economics, Financial Analysis, Market Research, DCF, Financial Reporting, Analysis, Mergers, Strategic Planning, Corporate Finance, Business Strategy, Portfolio Management, Business Valuation, Forecasting, Research, Debt, Competitive Analysis, Accounting, Bloomberg, Business Analysis, Modeling, Cash Flow, Credit, Analytics, Venture Capital
Education
Vanderbilt University - Owen Graduate School of Management 2004 — 2006
MBA, Finance and Accounting
Oakland University
BS, Honors College - Finance, Biology, Economics
Jefferies LLC March 2010 - Present
SunTrust Robinson Humphrey July 2006 - March 2010
JRS Investments April 2005 - May 2006
Citigroup January 2002 - July 2004
Skills
Financial Modeling, Investments, Due Diligence, Equity Research, Healthcare, Equities, Valuation, Investment Banking, Excel, Economics, Financial Analysis, Market Research, DCF, Financial Reporting, Analysis, Mergers, Strategic Planning, Corporate Finance, Business Strategy, Portfolio Management, Business Valuation, Forecasting, Research, Debt, Competitive Analysis, Accounting, Bloomberg, Business Analysis, Modeling, Cash Flow, Credit, Analytics, Venture Capital
Education
Vanderbilt University - Owen Graduate School of Management 2004 — 2006
MBA, Finance and Accounting
Oakland University
BS, Honors College - Finance, Biology, Economics
Elena Vasilescu, CFA Elena Vasilescu, CFA's SunTrust Robinson Humphrey Experience May 2005 - July 2013
Job Private Wealth Management Investment Strategist at SunTrust Bank
Industry Financial Services
Experience
SunTrust Bank October 2014 - Present
Wells Fargo Advisors August 2013 - October 2014
SunTrust Robinson Humphrey May 2005 - July 2013
SunTrust Robinson Humphrey May 2004 - May 2005
SunTrust Bank July 2003 - May 2004
Rotech Healthcare 2002 - 2003
Rollins College 2001 - 2003
Skills
Finance, Investments, Alternative Investments, Portfolio Management, Equities, Financial Analysis, Equity Derivatives, Retirement Planning, Structured Products, Portoflio Hedging, Bloomberg, Estate Planning, Risk Management, Personal Financial..., Life Insurance, Annuities, Investment Banking, Structured Finance, Fixed Income
Education
Rollins College - Crummer Graduate School of Business 2001 — 2003
MBA, Finance, Operations Management
The University of Texas at El Paso 1996 — 2001
BA, Finance
SunTrust Bank October 2014 - Present
Wells Fargo Advisors August 2013 - October 2014
SunTrust Robinson Humphrey May 2005 - July 2013
SunTrust Robinson Humphrey May 2004 - May 2005
SunTrust Bank July 2003 - May 2004
Rotech Healthcare 2002 - 2003
Rollins College 2001 - 2003
Skills
Finance, Investments, Alternative Investments, Portfolio Management, Equities, Financial Analysis, Equity Derivatives, Retirement Planning, Structured Products, Portoflio Hedging, Bloomberg, Estate Planning, Risk Management, Personal Financial..., Life Insurance, Annuities, Investment Banking, Structured Finance, Fixed Income
Education
Rollins College - Crummer Graduate School of Business 2001 — 2003
MBA, Finance, Operations Management
The University of Texas at El Paso 1996 — 2001
BA, Finance
Trey Knighton Trey Knighton's SunTrust Robinson Humphrey Experience January 2012 - April 2012
Job Senior Investment Associate at Cambridge Associates
Industry Financial Services
Experience
Cambridge Associates January 2015 - Present
Cambridge Associates July 2013 - December 2014
SunTrust Robinson Humphrey January 2012 - April 2012
Education
Sewanee-The University of the South 2009 — 2013
Bachelor of Arts (B.A.), Economics
STANFORD SUMMER INSTITUTE OF GENERAL MANAGEMENT 2012 — 2012
Arab High School
Arab High School
Cambridge Associates January 2015 - Present
Cambridge Associates July 2013 - December 2014
SunTrust Robinson Humphrey January 2012 - April 2012
Education
Sewanee-The University of the South 2009 — 2013
Bachelor of Arts (B.A.), Economics
STANFORD SUMMER INSTITUTE OF GENERAL MANAGEMENT 2012 — 2012
Arab High School
Arab High School
Yun Zhong Yun Zhong's SunTrust Robinson Humphrey Experience August 2014 - Present
Job Biotech Equity Research at SunTrust Robinson Humphrey
Industry Research
Experience
SunTrust Robinson Humphrey August 2014 - Present
Cowen and Company September 2011 - July 2014
Mount Sinai School of Medicine June 2011 - September 2011
The Rockefeller University July 2009 - May 2011
Skills
Equity Research, Science, Research, Analysis, Molecular Biology, Cell Biology, Neuroscience, Biotechnology, Neurodegeneration, Data Analysis, Lifesciences, Mouse, Biochemistry, Financial Modeling, Cell Culture, Valuation, PCR, Due Diligence
Education
Rockefeller University 2002 — 2009
PhD, Molecular Biology and Neuroscience
Osaka University 2000 — 2002
MS, Biophysical Engineering
Osaka University 1996 — 2000
BS, Biophysical Engineering, 3.8/4.0
SunTrust Robinson Humphrey August 2014 - Present
Cowen and Company September 2011 - July 2014
Mount Sinai School of Medicine June 2011 - September 2011
The Rockefeller University July 2009 - May 2011
Skills
Equity Research, Science, Research, Analysis, Molecular Biology, Cell Biology, Neuroscience, Biotechnology, Neurodegeneration, Data Analysis, Lifesciences, Mouse, Biochemistry, Financial Modeling, Cell Culture, Valuation, PCR, Due Diligence
Education
Rockefeller University 2002 — 2009
PhD, Molecular Biology and Neuroscience
Osaka University 2000 — 2002
MS, Biophysical Engineering
Osaka University 1996 — 2000
BS, Biophysical Engineering, 3.8/4.0
Elizabeth Tallmadge Elizabeth Tallmadge's SunTrust Robinson Humphrey Experience August 2011 - Present
Job Managing Director, Portfolio Management at SunTrust Robinson Humphrey
Industry Banking
Experience
SunTrust Robinson Humphrey August 2011 - Present
Breed Mason LLC April 2011 - September 2011
UNICREDITGROUP GROUP July 2005 - October 2010
HVB Credit Advisors/Unicreditgroup May 2001 - July 2005
JP Morgan January 2000 - May 2001
Moody's Investors Service September 1997 - January 2000
Deutsche Bank January 1995 - September 1997
National Westminster Bank USA 1988 - 1995
Skills
Portfolio Management, Derivatives, Credit Risk, Finance, Financial Risk, Structured Finance, Asset Management, Credit Analysis, Investment Banking, Banking, Leveraged Finance, Investments, Alternative Investments, Credit, Risk Management, Bonds, Loans, Capital Markets, Securities, Financial Structuring
Education
Mount Holyoke College
B.A, Political Science
New York University
Leonard H. Stern School of Business, International Finance
New York University - Leonard N. Stern School of Business
International Finance
SunTrust Robinson Humphrey August 2011 - Present
Breed Mason LLC April 2011 - September 2011
UNICREDITGROUP GROUP July 2005 - October 2010
HVB Credit Advisors/Unicreditgroup May 2001 - July 2005
JP Morgan January 2000 - May 2001
Moody's Investors Service September 1997 - January 2000
Deutsche Bank January 1995 - September 1997
National Westminster Bank USA 1988 - 1995
Skills
Portfolio Management, Derivatives, Credit Risk, Finance, Financial Risk, Structured Finance, Asset Management, Credit Analysis, Investment Banking, Banking, Leveraged Finance, Investments, Alternative Investments, Credit, Risk Management, Bonds, Loans, Capital Markets, Securities, Financial Structuring
Education
Mount Holyoke College
B.A, Political Science
New York University
Leonard H. Stern School of Business, International Finance
New York University - Leonard N. Stern School of Business
International Finance
Charles Johnson's SunTrust Robinson Humphrey Experience November 1995 - Present
Job Managing Director Investment Banking, Sports and Entertainment Group, SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey November 1995 - Present
Skills
Investment Banking, Valuation, Investments, Corporate Finance, Finance, Business Development, Management, Financial Modeling, Private Equity, Leadership, Loans, Credit, Mergers & Acquisitions, Capital Markets, Banking, Corporate Development, Asset Management, Strategy, Venture Capital
Education
Morehouse College 1978 — 1982
BA, Business
SunTrust Robinson Humphrey November 1995 - Present
Skills
Investment Banking, Valuation, Investments, Corporate Finance, Finance, Business Development, Management, Financial Modeling, Private Equity, Leadership, Loans, Credit, Mergers & Acquisitions, Capital Markets, Banking, Corporate Development, Asset Management, Strategy, Venture Capital
Education
Morehouse College 1978 — 1982
BA, Business
Anthony Cheng Anthony Cheng's SunTrust Robinson Humphrey Experience September 2014 - July 2015
Job Machine Zone is Hiring!
Industry Internet
Experience
Machine Zone, Inc. July 2015 - Present
SunTrust Robinson Humphrey September 2014 - July 2015
Bank of the West June 2013 - August 2013
Vyne App February 2013 - June 2013
Rutberg & Company January 2013 - May 2013
Federal Reserve Bank of San Francisco March 2012 - June 2012
Skills
Financial Modeling, Entrepreneurship, Investment Banking, Strategy, Data Analysis, Product Marketing, Private Equity, Venture Capital, Digital Media, Marketing, Corporate Finance, Financial Analysis, Telecommunications, Portfolio Management, Due Diligence, Valuation
Education
University of California, Berkeley 2011 — 2013
Bachelor of Arts (B.A.), Economics
上智大学 / Sophia University 2008 — 2009
BA, International Business
Machine Zone, Inc. July 2015 - Present
SunTrust Robinson Humphrey September 2014 - July 2015
Bank of the West June 2013 - August 2013
Vyne App February 2013 - June 2013
Rutberg & Company January 2013 - May 2013
Federal Reserve Bank of San Francisco March 2012 - June 2012
Skills
Financial Modeling, Entrepreneurship, Investment Banking, Strategy, Data Analysis, Product Marketing, Private Equity, Venture Capital, Digital Media, Marketing, Corporate Finance, Financial Analysis, Telecommunications, Portfolio Management, Due Diligence, Valuation
Education
University of California, Berkeley 2011 — 2013
Bachelor of Arts (B.A.), Economics
上智大学 / Sophia University 2008 — 2009
BA, International Business
Benton N. Wofford Benton N. Wofford's SunTrust Robinson Humphrey Experience November 2013 - December 2014
Job Senior Project Manager at Signature Consultants
Industry Financial Services
Experience
Signature Consultants July 2015 - Present
Experis December 2014 - June 2015
SunTrust Robinson Humphrey November 2013 - December 2014
ING March 2013 - November 2013
Barclays Wealth and Investment Management August 2012 - March 2013
Royal Bank of Scotland July 2011 - August 2012
IBM Global Business Services October 2010 - July 2011
Plum Rhino Consulting February 2010 - May 2010
Wachovia February 2006 - October 2008
Lehman Brothers September 2003 - February 2006
Skills
Derivatives, Capital Markets, Fixed Income, Back Office, Risk Management, Swaps, Banking, Bloomberg, Middle Office, Financial Services, Analysis, Business Analysis, Valuation
Education
Regis University 2001 — 2003
MBA, General Studies
Norfolk State University 1990 — 1994
BS, Accounting
Signature Consultants July 2015 - Present
Experis December 2014 - June 2015
SunTrust Robinson Humphrey November 2013 - December 2014
ING March 2013 - November 2013
Barclays Wealth and Investment Management August 2012 - March 2013
Royal Bank of Scotland July 2011 - August 2012
IBM Global Business Services October 2010 - July 2011
Plum Rhino Consulting February 2010 - May 2010
Wachovia February 2006 - October 2008
Lehman Brothers September 2003 - February 2006
Skills
Derivatives, Capital Markets, Fixed Income, Back Office, Risk Management, Swaps, Banking, Bloomberg, Middle Office, Financial Services, Analysis, Business Analysis, Valuation
Education
Regis University 2001 — 2003
MBA, General Studies
Norfolk State University 1990 — 1994
BS, Accounting
Jay Kilroy Jay Kilroy's SunTrust Robinson Humphrey Experience May 1997 - July 2000
Job Principal and Portfolio Manager at Willis Investment Counsel
Industry Investment Management
Experience
Willis Investment Counsel March 2009 - Present
Abingdon Capital Management July 2002 - February 2009
Bear, Stearns & Co. Inc. May 2001 - July 2002
SunTrust Robinson Humphrey May 1997 - July 2000
Healthcare Realty Trust June 1995 - May 1997
Skills
Portfolio Management, Investments, Fixed Income, Investment Management, Private Equity, Wealth Management, Value Investing, Alternative Investments, Investment Strategies, Asset Management, Series 7, Series 63, Investment Advisory
Education
Northwestern University - Kellogg School of Management 2000 — 2001
MBA, Business Administration
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1993 — 1995
BSBA, Finance
University of North Carolina at Chapel Hill 1991 — 1995
BSBA, Finance
Willis Investment Counsel March 2009 - Present
Abingdon Capital Management July 2002 - February 2009
Bear, Stearns & Co. Inc. May 2001 - July 2002
SunTrust Robinson Humphrey May 1997 - July 2000
Healthcare Realty Trust June 1995 - May 1997
Skills
Portfolio Management, Investments, Fixed Income, Investment Management, Private Equity, Wealth Management, Value Investing, Alternative Investments, Investment Strategies, Asset Management, Series 7, Series 63, Investment Advisory
Education
Northwestern University - Kellogg School of Management 2000 — 2001
MBA, Business Administration
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1993 — 1995
BSBA, Finance
University of North Carolina at Chapel Hill 1991 — 1995
BSBA, Finance
Daniel Badenhausen Daniel Badenhausen's SunTrust Robinson Humphrey Experience 1985 - 1994
Job Senior Director at Cushman & Wakefield
Industry Real Estate
Experience
Cushman & Wakefield July 2010 - Present
Sitar Company April 2007 - July 2010
Ryan Beck & Co. January 2002 - March 2007
CIBC World Markets January 2000 - September 2001
Jefferies & Company June 1994 - October 1999
SunTrust Robinson Humphrey 1985 - 1994
Skills
Brokerage, Real Estate, Commercial Real Estate, Leases, Sellers
Education
Delbarton School
Montclair State University
BA
University of Richmond
Cushman & Wakefield July 2010 - Present
Sitar Company April 2007 - July 2010
Ryan Beck & Co. January 2002 - March 2007
CIBC World Markets January 2000 - September 2001
Jefferies & Company June 1994 - October 1999
SunTrust Robinson Humphrey 1985 - 1994
Skills
Brokerage, Real Estate, Commercial Real Estate, Leases, Sellers
Education
Delbarton School
Montclair State University
BA
University of Richmond
Laine Kenan Laine Kenan's SunTrust Robinson Humphrey Experience 1987 - 2001
Job Chief Investment Officer at The Novare Group
Industry Investment Management
Experience
The Novare Group November 2012 - Present
Arcapita Inc. September 2001 - June 2012
SunTrust Robinson Humphrey 1987 - 2001
Skills
Real Estate Private..., Investments, Private Equity, Investment Management, Industrial Real Estate, Alternative Investments, Multi-family Investment..., Capital Markets, Investment Banking, Endowments, Seniors Housing, Mergers
Education
Northwestern University - Kellogg School of Management 1990 — 1991
MBA
University of North Carolina at Chapel Hill 1983 — 1987
BS Business Administration, WIth Honors
The Novare Group November 2012 - Present
Arcapita Inc. September 2001 - June 2012
SunTrust Robinson Humphrey 1987 - 2001
Skills
Real Estate Private..., Investments, Private Equity, Investment Management, Industrial Real Estate, Alternative Investments, Multi-family Investment..., Capital Markets, Investment Banking, Endowments, Seniors Housing, Mergers
Education
Northwestern University - Kellogg School of Management 1990 — 1991
MBA
University of North Carolina at Chapel Hill 1983 — 1987
BS Business Administration, WIth Honors
Jackson Rimpas Jackson Rimpas's SunTrust Robinson Humphrey Experience June 2015 - Present
Job Corporate Banking Analyst at SunTrust Robinson Humphrey
Industry Banking
Experience
SunTrust Robinson Humphrey June 2015 - Present
Valens Securities June 2014 - December 2014
Eze Software Group July 2013 - January 2014
MFS Investment Management January 2012 - June 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Management, Market Research, Facebook, Investments, Public Speaking, Microsoft SQL Server, Microsoft CRM
Education
Northeastern University 2010 — 2015
Bachelor of Science Degree in Business Administration, Finance, Minor in Economics
The London School of Economics and Political Science (LSE) 2012 — 2012
SunTrust Robinson Humphrey June 2015 - Present
Valens Securities June 2014 - December 2014
Eze Software Group July 2013 - January 2014
MFS Investment Management January 2012 - June 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Management, Market Research, Facebook, Investments, Public Speaking, Microsoft SQL Server, Microsoft CRM
Education
Northeastern University 2010 — 2015
Bachelor of Science Degree in Business Administration, Finance, Minor in Economics
The London School of Economics and Political Science (LSE) 2012 — 2012
Matthew M. Muney's SunTrust Robinson Humphrey Experience September 2015 - Present
Job Student Wake Forest University
Industry Investment Banking
Experience
SunTrust Robinson Humphrey September 2015 - Present
Houlihan Lokey June 2014 - August 2014
Arsenal Capital Partners June 2013 - July 2013
Prudential Connecticut Real Estate January 2011 - July 2011
Education
Wake Forest University
Bachelor of Arts (B.A.), Economics
Saint Louis University 2014 — 2014
SunTrust Robinson Humphrey September 2015 - Present
Houlihan Lokey June 2014 - August 2014
Arsenal Capital Partners June 2013 - July 2013
Prudential Connecticut Real Estate January 2011 - July 2011
Education
Wake Forest University
Bachelor of Arts (B.A.), Economics
Saint Louis University 2014 — 2014
Anna Glaessgen Anna Glaessgen's SunTrust Robinson Humphrey Experience June 2015 - Present
Job Equity Research AssociateAnalyst at SunTrust Robinson Humphrey
Industry Banking
Experience
SunTrust Robinson Humphrey June 2015 - Present
Department of Economics, University of Richmond September 2014 - May 2015
Northrop Grumman Corporation June 2014 - August 2014
Merrill Lynch June 2013 - August 2013
Graduate Studies, University of Richmond September 2012 - May 2013
Skills
SAP, Bloomberg, Microsoft Excel, Access, Databases, Data Analysis, Finance, Financial Analysis, Microsoft Word, Analysis, PowerPoint, Accounting, Financial Modeling, Forecasting
Education
University of Richmond - Robins School of Business 2011 — 2015
BSBA, Concentrations: Finance and Economics, Minor: Latin American and Iberian Studies
National University of Ireland, Galway 2013 — 2013
Centro Internacional de Estudios Culturales 2012 — 2012
Montclair Kimberley Academy 2007 — 2011
High School
SunTrust Robinson Humphrey June 2015 - Present
Department of Economics, University of Richmond September 2014 - May 2015
Northrop Grumman Corporation June 2014 - August 2014
Merrill Lynch June 2013 - August 2013
Graduate Studies, University of Richmond September 2012 - May 2013
Skills
SAP, Bloomberg, Microsoft Excel, Access, Databases, Data Analysis, Finance, Financial Analysis, Microsoft Word, Analysis, PowerPoint, Accounting, Financial Modeling, Forecasting
Education
University of Richmond - Robins School of Business 2011 — 2015
BSBA, Concentrations: Finance and Economics, Minor: Latin American and Iberian Studies
National University of Ireland, Galway 2013 — 2013
Centro Internacional de Estudios Culturales 2012 — 2012
Montclair Kimberley Academy 2007 — 2011
High School
Paul Choi Paul Choi's SunTrust Robinson Humphrey Experience 2013 - 2015
Job Pharmaceuticals / Biotechnology Analyst
Industry Investment Banking
Experience
Barclays Investment Bank 2015 - Present
SunTrust Robinson Humphrey 2013 - 2015
I.C.R. 2012 - 2013
Caris & Co. 2010 - 2011
Merrill Lynch 2007 - 2009
Merrill Lynch 2004 - 2006
Deloitte 2002 - 2004
Skills
Accounting, Asset Management, Bloomberg, Cash Flow Forecasting, CRSP, Datastream, Excel, Equity Research, Factset, Financial Analysis, Financial Modeling, Healthcare Research, IBES, IMS, Investments, Investment Banking, Reuters, SAS, SPSS, Trading, Healthcare, Mergers & Acquisitions, Microsoft Excel, Venture Capital, Equities, Valuation, Financial Statement..., Hedge Funds, IMS DB/DC, Alternative Investments, Private Equity, Capital Markets, Series 7, Investor Relations, Fixed Income, IPO, Corporate Finance, Emerging Markets
Education
University of Chicago
M.A., Economic History
Northwestern University
B.A., Economic History
Overland High School
Diploma, General Studies
Barclays Investment Bank 2015 - Present
SunTrust Robinson Humphrey 2013 - 2015
I.C.R. 2012 - 2013
Caris & Co. 2010 - 2011
Merrill Lynch 2007 - 2009
Merrill Lynch 2004 - 2006
Deloitte 2002 - 2004
Skills
Accounting, Asset Management, Bloomberg, Cash Flow Forecasting, CRSP, Datastream, Excel, Equity Research, Factset, Financial Analysis, Financial Modeling, Healthcare Research, IBES, IMS, Investments, Investment Banking, Reuters, SAS, SPSS, Trading, Healthcare, Mergers & Acquisitions, Microsoft Excel, Venture Capital, Equities, Valuation, Financial Statement..., Hedge Funds, IMS DB/DC, Alternative Investments, Private Equity, Capital Markets, Series 7, Investor Relations, Fixed Income, IPO, Corporate Finance, Emerging Markets
Education
University of Chicago
M.A., Economic History
Northwestern University
B.A., Economic History
Overland High School
Diploma, General Studies
Christopher G. Weathers, II's SunTrust Robinson Humphrey Experience June 2015 - August 2015
Job Candidate for a B.A. in Economics
Industry Banking
Experience
SunTrust August 2015 - Present
SunTrust Robinson Humphrey June 2015 - August 2015
Georgia Legislative Black Caucus December 2014 - April 2015
Moody's Analytics January 2015 - January 2015
Goldman Sachs October 2014 - October 2014
BurgerFi May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Sales, Spanish, Time Management, Leadership, Critical Thinking, Community Outreach, Economics, Teamwork
Education
Morehouse College 2013 — 2017
Economics, Economics
Universidad de Cadíz 2014 — 2014
Spanish Language and Literature
University of California, Davis 2014 — 2014
Summer Institute for Emerging Managers and Leaders
SunTrust August 2015 - Present
SunTrust Robinson Humphrey June 2015 - August 2015
Georgia Legislative Black Caucus December 2014 - April 2015
Moody's Analytics January 2015 - January 2015
Goldman Sachs October 2014 - October 2014
BurgerFi May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Sales, Spanish, Time Management, Leadership, Critical Thinking, Community Outreach, Economics, Teamwork
Education
Morehouse College 2013 — 2017
Economics, Economics
Universidad de Cadíz 2014 — 2014
Spanish Language and Literature
University of California, Davis 2014 — 2014
Summer Institute for Emerging Managers and Leaders
Joshua Simmons Joshua Simmons's SunTrust Robinson Humphrey Experience June 2014 - Present
Job Asset Based Lending Analyst at SunTrust Robinson Humphrey
Industry Banking
Experience
SunTrust Robinson Humphrey June 2014 - Present
Chicago Quantitative Alliance Investment Challenge October 2013 - March 2014
JPMorgan Chase June 2012 - July 2013
STAR Program- Blue Cross Blue Shield of NC January 2012 - May 2012
Skills
PowerPoint, Financial Analysis, Microsoft Excel, Financial Modeling, Data Analysis, Risk Management, Corporate Finance, Access, Economics, Leadership, Finance, Microsoft Office, Analysis, Public Speaking, Research
Education
Vanderbilt University - Owen Graduate School of Management 2013 — 2014
Master of Science in Finance Candidate, Corporate Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2012
Bachelor of Business Administration (BBA), Finance, Economics
National University of Singapore / NUS
SunTrust Robinson Humphrey June 2014 - Present
Chicago Quantitative Alliance Investment Challenge October 2013 - March 2014
JPMorgan Chase June 2012 - July 2013
STAR Program- Blue Cross Blue Shield of NC January 2012 - May 2012
Skills
PowerPoint, Financial Analysis, Microsoft Excel, Financial Modeling, Data Analysis, Risk Management, Corporate Finance, Access, Economics, Leadership, Finance, Microsoft Office, Analysis, Public Speaking, Research
Education
Vanderbilt University - Owen Graduate School of Management 2013 — 2014
Master of Science in Finance Candidate, Corporate Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2012
Bachelor of Business Administration (BBA), Finance, Economics
National University of Singapore / NUS
Trey Byrd Trey Byrd'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
SunTrust Robinson Humphrey January 2014 - August 2014
Edfinancial Services June 2012 - August 2012
University Relations: Sewanee August 2011 - May 2012
Skills
Financial Modeling, Valuation, Investment Banking, Capital Markets, Economics, Economic Research, Economic Impact, Corporate Finance
Education
Sewanee-The University of the South 2011 — 2015
Bachelor's degree, Economics, 3.63
Sewanee-The University of the South 2011 — 2015
Bachelor's Degree, Economics
SunTrust Robinson Humphrey July 2015 - Present
SunTrust Robinson Humphrey January 2014 - August 2014
Edfinancial Services June 2012 - August 2012
University Relations: Sewanee August 2011 - May 2012
Skills
Financial Modeling, Valuation, Investment Banking, Capital Markets, Economics, Economic Research, Economic Impact, Corporate Finance
Education
Sewanee-The University of the South 2011 — 2015
Bachelor's degree, Economics, 3.63
Sewanee-The University of the South 2011 — 2015
Bachelor's Degree, Economics
Geoffrey Mattson, CFA's SunTrust Robinson Humphrey Experience May 2008 - November 2013
Job Head of Fixed Income Sales at SMBC Nikko Securities America, Inc.
Industry Capital Markets
Experience
SMBC Nikko Securities America, Inc. July 2015 - Present
SMBC Nikko Securities America, Inc. December 2013 - Present
SunTrust Robinson Humphrey May 2008 - November 2013
KBW June 2006 - May 2008
Lehman Brothers 2004 - 2006
Lehman Brothers 2002 - 2004
Lehman Brothers 2000 - 2002
Donaldson, Lufkin & Jenrette June 1999 - August 1999
Castle Rock Entertainment September 1995 - August 1998
ICM, Inc. June 1993 - September 1995
Skills
Fixed Income, Derivatives, Securities, Hedge Funds, Credit Derivatives, Loans, Leveraged Finance, Structured Finance, Structured Products, High Yield, Debt, Portfolio Management, Capital Markets, Series 7, Bonds, Trading, Investments, Bloomberg, Investment Banking, Credit, Financial Analysis, Asset Management, Financial Markets, Credit Analysis, Customer Relations, Financial Structuring, Valuation, Alternative Investments, Loyal, Equity Research, Series 63, Emerging Markets, Interest Rate..., Options, Private Equity, CDS, Private Placements, Finance
Education
Northwestern University - Kellogg School of Management 1998 — 2000
MBA, Finance
University of Michigan 1986 — 1992
BA, Political Science
SMBC Nikko Securities America, Inc. July 2015 - Present
SMBC Nikko Securities America, Inc. December 2013 - Present
SunTrust Robinson Humphrey May 2008 - November 2013
KBW June 2006 - May 2008
Lehman Brothers 2004 - 2006
Lehman Brothers 2002 - 2004
Lehman Brothers 2000 - 2002
Donaldson, Lufkin & Jenrette June 1999 - August 1999
Castle Rock Entertainment September 1995 - August 1998
ICM, Inc. June 1993 - September 1995
Skills
Fixed Income, Derivatives, Securities, Hedge Funds, Credit Derivatives, Loans, Leveraged Finance, Structured Finance, Structured Products, High Yield, Debt, Portfolio Management, Capital Markets, Series 7, Bonds, Trading, Investments, Bloomberg, Investment Banking, Credit, Financial Analysis, Asset Management, Financial Markets, Credit Analysis, Customer Relations, Financial Structuring, Valuation, Alternative Investments, Loyal, Equity Research, Series 63, Emerging Markets, Interest Rate..., Options, Private Equity, CDS, Private Placements, Finance
Education
Northwestern University - Kellogg School of Management 1998 — 2000
MBA, Finance
University of Michigan 1986 — 1992
BA, Political Science
Craig Cutro Craig Cutro's SunTrust Robinson Humphrey Experience August 2013 - May 2015
Job Associate at SunTrust
Industry Investment Banking
Experience
SunTrust May 2015 - Present
SunTrust Robinson Humphrey August 2013 - May 2015
Textron July 2012 - August 2013
Xerox May 2011 - August 2011
Colombo High Performance Tennis Academy June 2007 - December 2009
Education
Penn State University 2008 — 2012
B.S., Actuarial Science, Statistics
Universitat de Barcelona 2010 — 2010
Spanish, International Marketing
SunTrust May 2015 - Present
SunTrust Robinson Humphrey August 2013 - May 2015
Textron July 2012 - August 2013
Xerox May 2011 - August 2011
Colombo High Performance Tennis Academy June 2007 - December 2009
Education
Penn State University 2008 — 2012
B.S., Actuarial Science, Statistics
Universitat de Barcelona 2010 — 2010
Spanish, International Marketing
Danny Speake Danny Speake's SunTrust Robinson Humphrey Experience June 2012 - June 2014
Job Associate at CapitalSouth and Capitala Investment Advisors
Industry Financial Services
Experience
Capitala Investment Advisors, LLC July 2014 - Present
SunTrust Robinson Humphrey June 2012 - June 2014
Education
Sewanee-The University of the South 2008 — 2012
B.A., Major in Economics (Honors), Minors in Business, Computer Science, Magna Cum Laude
University of Oxford
British Studies at Oxford Program
Capitala Investment Advisors, LLC July 2014 - Present
SunTrust Robinson Humphrey June 2012 - June 2014
Education
Sewanee-The University of the South 2008 — 2012
B.A., Major in Economics (Honors), Minors in Business, Computer Science, Magna Cum Laude
University of Oxford
British Studies at Oxford Program
Michael Escobar Michael Escobar's SunTrust Robinson Humphrey Experience April 2013 - November 2013
Job FX Middle Office at Barclays Capital
Industry Capital Markets
Experience
Barclays Investment Bank August 2015 - Present
HSBC Global Banking and Markets December 2014 - June 2015
SunTrust Robinson Humphrey April 2013 - November 2013
SunTrust Robinson Humphrey November 2011 - April 2013
Skills
Financial Analysis, Trading, FX Options, Capital Markets, Risk Management
Education
Penn State University 2007 — 2011
Bachelor’s Degree, Finance
Barclays Investment Bank August 2015 - Present
HSBC Global Banking and Markets December 2014 - June 2015
SunTrust Robinson Humphrey April 2013 - November 2013
SunTrust Robinson Humphrey November 2011 - April 2013
Skills
Financial Analysis, Trading, FX Options, Capital Markets, Risk Management
Education
Penn State University 2007 — 2011
Bachelor’s Degree, Finance
Josh Balicki, CPA Josh Balicki, CPA's SunTrust Robinson Humphrey Experience March 2015 - Present
Job Investment Banking Analyst | Mergers and Acquisitions at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey March 2015 - Present
EY January 2014 - March 2015
Global Association of Risk Professionals February 2013 - January 2014
BDO USA, LLP September 2011 - January 2013
Demand Media June 2010 - August 2010
Miami University June 2009 - August 2009
Skills
Financial Reporting, Excel, Microsoft Office, Accounting, Internal Controls, CPA, Financial Analysis, Auditing, Microsoft Excel, Financial Accounting, US GAAP, Financial Modeling, Financial Statements, Economics, Finance, GAAP, Account Reconciliation, Due Diligence, Valuation, Access, Tax, Corporate Finance, Internal Audit, Financial Risk, Business Valuation, External Audit
Education
Miami University 2007 — 2011
B.S., Accountancy
SunTrust Robinson Humphrey March 2015 - Present
EY January 2014 - March 2015
Global Association of Risk Professionals February 2013 - January 2014
BDO USA, LLP September 2011 - January 2013
Demand Media June 2010 - August 2010
Miami University June 2009 - August 2009
Skills
Financial Reporting, Excel, Microsoft Office, Accounting, Internal Controls, CPA, Financial Analysis, Auditing, Microsoft Excel, Financial Accounting, US GAAP, Financial Modeling, Financial Statements, Economics, Finance, GAAP, Account Reconciliation, Due Diligence, Valuation, Access, Tax, Corporate Finance, Internal Audit, Financial Risk, Business Valuation, External Audit
Education
Miami University 2007 — 2011
B.S., Accountancy
Dabney Zanders Dabney Zanders's SunTrust Robinson Humphrey Experience March 2015 - Present
Job Investment Banking Associate Leveraged Finance at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey March 2015 - Present
SunTrust Robinson Humphrey August 2013 - February 2015
J.P. Morgan April 2012 - August 2013
J.P. Morgan May 2011 - April 2012
J.P. Morgan August 2010 - May 2011
J.P. Morgan May 2009 - August 2010
Education
Morehouse College 2005 — 2009
B.A., Finance
SunTrust Robinson Humphrey March 2015 - Present
SunTrust Robinson Humphrey August 2013 - February 2015
J.P. Morgan April 2012 - August 2013
J.P. Morgan May 2011 - April 2012
J.P. Morgan August 2010 - May 2011
J.P. Morgan May 2009 - August 2010
Education
Morehouse College 2005 — 2009
B.A., Finance
Alex Elkin Alex Elkin's SunTrust Robinson Humphrey Experience December 2014 - Present
Job Investment Banking Analyst at SunTrust Robinson Humphrey
Industry Investment Management
Experience
SunTrust Robinson Humphrey December 2014 - Present
University of Alabama Capital Management October 2012 - November 2014
Raymond James Financial Inc. May 2014 - August 2014
Executive Business Council April 2013 - May 2014
UBS June 2013 - August 2013
Forza Financial August 2012 - August 2013
BNY Mellon May 2012 - August 2012
Skills
Market Research, Financial Modeling, Equity Research, Equity Derivatives, Microsoft Excel, Bloomberg Terminal, Data Analysis, Pitching Ideas, Critical Thinking, Public Speaking, Time Management, Grace Under Pressure, Learning Quickly, Valuation, Portfolio Management, Investments
Education
University of Alabama 2010 — 2014
University of Alabama 2010 — 2014
Bachelor of Science, Finance
Richmond, The American International University in London 2012 — 2012
Study Abroad
SunTrust Robinson Humphrey December 2014 - Present
University of Alabama Capital Management October 2012 - November 2014
Raymond James Financial Inc. May 2014 - August 2014
Executive Business Council April 2013 - May 2014
UBS June 2013 - August 2013
Forza Financial August 2012 - August 2013
BNY Mellon May 2012 - August 2012
Skills
Market Research, Financial Modeling, Equity Research, Equity Derivatives, Microsoft Excel, Bloomberg Terminal, Data Analysis, Pitching Ideas, Critical Thinking, Public Speaking, Time Management, Grace Under Pressure, Learning Quickly, Valuation, Portfolio Management, Investments
Education
University of Alabama 2010 — 2014
University of Alabama 2010 — 2014
Bachelor of Science, Finance
Richmond, The American International University in London 2012 — 2012
Study Abroad
Marjory Busby Marjory Busby's SunTrust Robinson Humphrey Experience March 1975 - September 1980
Job ebay.com/usr/azrecycling
Industry Retail
Experience
www.youravon.com/marjorybusby September 2012 - Present
Family Thrift Store October 2009 - April 2014
VERNAY MANUFACT March 1994 - January 1997
Carters January 1992 - March 1994
The Variety Shoppe September 1980 - January 1992
Girl Scouts of America, September 1983 - June 1991
SunTrust Robinson Humphrey March 1975 - September 1980
Allied Finance Corp August 1972 - March 1975
Skills
Accounting, Bookkeeping, Computers, Data Entry, Management, Payroll, Time Management, Small Business, Purchasing, Budgets, Customer Service, Process Scheduler, Inventory Management, Retail, Human Resources, Customer Satisfaction, Business, QuickBooks, Administration, Event Planning, Leadership, Invoicing, Training, Coaching, Sales, Social Networking, Team Building
Education
Milwaukee Area Technical College
Silverbrook High, wisconsin
WEST ELLIS HIGH WISCONSIN
www.youravon.com/marjorybusby September 2012 - Present
Family Thrift Store October 2009 - April 2014
VERNAY MANUFACT March 1994 - January 1997
Carters January 1992 - March 1994
The Variety Shoppe September 1980 - January 1992
Girl Scouts of America, September 1983 - June 1991
SunTrust Robinson Humphrey March 1975 - September 1980
Allied Finance Corp August 1972 - March 1975
Skills
Accounting, Bookkeeping, Computers, Data Entry, Management, Payroll, Time Management, Small Business, Purchasing, Budgets, Customer Service, Process Scheduler, Inventory Management, Retail, Human Resources, Customer Satisfaction, Business, QuickBooks, Administration, Event Planning, Leadership, Invoicing, Training, Coaching, Sales, Social Networking, Team Building
Education
Milwaukee Area Technical College
Silverbrook High, wisconsin
WEST ELLIS HIGH WISCONSIN
Hunter Hill Hunter Hill's SunTrust Robinson Humphrey Experience January 2013 - Present
Job Associate Strategies at SunTrust Robinson Humphrey
Industry Capital Markets
Experience
SunTrust Robinson Humphrey January 2013 - Present
Raymond James Financial Inc. January 2012 - January 2013
Morgan Keegan May 2011 - July 2011
Education
Manderson Graduate School of Business 2009 — 2011
Master of Science, Finance; Financial Risk Management
The University of Alabama School of Law 2008 — 2011
Juris Doctor
Samford University 2004 — 2008
Bachelor of Arts, Religion
SunTrust Robinson Humphrey January 2013 - Present
Raymond James Financial Inc. January 2012 - January 2013
Morgan Keegan May 2011 - July 2011
Education
Manderson Graduate School of Business 2009 — 2011
Master of Science, Finance; Financial Risk Management
The University of Alabama School of Law 2008 — 2011
Juris Doctor
Samford University 2004 — 2008
Bachelor of Arts, Religion
William Mault, CFA William Mault, CFA's SunTrust Robinson Humphrey Experience July 2013 - Present
Job Associate at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey July 2013 - Present
SunTrust Robinson Humphrey August 2011 - June 2013
P & M Corporate Finance, LLC February 2010 - August 2011
Plante Moran Financial Advisors June 2007 - January 2010
Chemical Bank June 2006 - June 2007
Skills
Investment Banking, Due Diligence, Mergers, Equity Research, Financial Modeling
Education
Northwood University 2004 — 2007
Bachelor of Business Administration, Finance/Banking, Economics, Management
SunTrust Robinson Humphrey July 2013 - Present
SunTrust Robinson Humphrey August 2011 - June 2013
P & M Corporate Finance, LLC February 2010 - August 2011
Plante Moran Financial Advisors June 2007 - January 2010
Chemical Bank June 2006 - June 2007
Skills
Investment Banking, Due Diligence, Mergers, Equity Research, Financial Modeling
Education
Northwood University 2004 — 2007
Bachelor of Business Administration, Finance/Banking, Economics, Management
Edgar Joya Edgar Joya's SunTrust Robinson Humphrey Experience November 2013 - Present
Job Capital Markets Operations Manager Derivatives at SunTrust Robinson Humphrey
Industry Banking
Experience
SunTrust Robinson Humphrey November 2013 - Present
Bank of America Merryll Lynch March 2013 - November 2013
Bank of America Merrill Lynch June 2010 - February 2013
Bank of America May 2005 - June 2010
Bank of America June 2003 - May 2005
St. Augustine College August 1998 - May 2004
St. Augustine College October 2001 - June 2003
Skills
Documentation, Derivatives, Credit, Equities, PowerPoint, Risk Management, Software Documentation, FX Options, Financial Markets, Credit Derivatives, Financial Services, Investments, Banking, Equity Derivatives, Trading, Commodity, Interest Rate..., Fixed Income, Leadership, Credit Risk, Management
Education
Quinlan School of Business, Loyola University Chicago 1995 — 1997
MBA, Finance and International Business
Pontificia Universidad Javeriana 1987 — 1993
B.A., Economics
The University of Chicago 2001 — 2001
Certificate Program, Project Management
University of North Carolina at Charlotte - Belk College of Business 2009 — 2011
MBA-Plus Certificate Program, Real Estate and Accounting
SunTrust Robinson Humphrey November 2013 - Present
Bank of America Merryll Lynch March 2013 - November 2013
Bank of America Merrill Lynch June 2010 - February 2013
Bank of America May 2005 - June 2010
Bank of America June 2003 - May 2005
St. Augustine College August 1998 - May 2004
St. Augustine College October 2001 - June 2003
Skills
Documentation, Derivatives, Credit, Equities, PowerPoint, Risk Management, Software Documentation, FX Options, Financial Markets, Credit Derivatives, Financial Services, Investments, Banking, Equity Derivatives, Trading, Commodity, Interest Rate..., Fixed Income, Leadership, Credit Risk, Management
Education
Quinlan School of Business, Loyola University Chicago 1995 — 1997
MBA, Finance and International Business
Pontificia Universidad Javeriana 1987 — 1993
B.A., Economics
The University of Chicago 2001 — 2001
Certificate Program, Project Management
University of North Carolina at Charlotte - Belk College of Business 2009 — 2011
MBA-Plus Certificate Program, Real Estate and Accounting
Vijay Kalaga's SunTrust Robinson Humphrey Experience September 2007 - Present
Job Vice President at SunTrust Robinson Humphrey
Industry Capital Markets
Experience
SunTrust Robinson Humphrey September 2007 - Present
Skills
Capital Markets, Series 7, Access, Fixed Income, Fixed Income Research, Macro, SQL Server, C#, Bloomberg, Financial Modeling, Portfolio Management, Financial Analysis, Business Analysis, SQL, Visio, Software Development, SDLC, Microsoft Excel, Diversity Program..., Business Process..., Software Project..., Series 63, Visual C#, Excel, Adobe Creative Suite, Macromedia, Bloomberg Terminal, .NET, Process Automation, MBS, Scenario Analysis, Account Management, Visual Basic, C++, VBA, Process Improvement, Integration, Non-profit Volunteer, Volunteer Management, Non-profits, Fixed Income Analysis, Finance, Bonds, Analysis
Education
The University of Memphis 2002 — 2003
MBA
The University of Memphis 2000 — 2001
MS
Osmania University 1995 — 1999
BE, CBIT
BVBPS, BHEL, Hyderabad 1980 — 1992
SunTrust Robinson Humphrey September 2007 - Present
Skills
Capital Markets, Series 7, Access, Fixed Income, Fixed Income Research, Macro, SQL Server, C#, Bloomberg, Financial Modeling, Portfolio Management, Financial Analysis, Business Analysis, SQL, Visio, Software Development, SDLC, Microsoft Excel, Diversity Program..., Business Process..., Software Project..., Series 63, Visual C#, Excel, Adobe Creative Suite, Macromedia, Bloomberg Terminal, .NET, Process Automation, MBS, Scenario Analysis, Account Management, Visual Basic, C++, VBA, Process Improvement, Integration, Non-profit Volunteer, Volunteer Management, Non-profits, Fixed Income Analysis, Finance, Bonds, Analysis
Education
The University of Memphis 2002 — 2003
MBA
The University of Memphis 2000 — 2001
MS
Osmania University 1995 — 1999
BE, CBIT
BVBPS, BHEL, Hyderabad 1980 — 1992
Andrew E Hallam's SunTrust Robinson Humphrey Experience May 2011 - Present
Job Associate at SunTrust Robinson Humphrey
Industry Banking
Experience
SunTrust Robinson Humphrey May 2011 - Present
PricewaterhouseCoopers June 2010 - May 2011
PricewaterhouseCoopers August 2008 - June 2010
First Research 2006 - 2007
Education
North Carolina State University 2007 — 2008
MS Accounting
North Carolina State University 2003 — 2007
BS Finance / Accounting
SunTrust Robinson Humphrey May 2011 - Present
PricewaterhouseCoopers June 2010 - May 2011
PricewaterhouseCoopers August 2008 - June 2010
First Research 2006 - 2007
Education
North Carolina State University 2007 — 2008
MS Accounting
North Carolina State University 2003 — 2007
BS Finance / Accounting
Kenny Tucker's SunTrust Robinson Humphrey Experience July 2000 - June 2003
Job VP Marketing at PlanGrid
Industry Computer Software
Experience
PlanGrid July 2014 - Present
Jive Software October 2009 - July 2014
Credit Suisse August 2005 - February 2009
Victoria's Secret June 2004 - August 2004
SunTrust Robinson Humphrey July 2000 - June 2003
Skills
Valuation, Financial Modeling, Mergers, Divestitures, Acquisitions, Private Equity, Restructuring, Corporate Development, Venture Capital, Due Diligence, Business Development, Start-ups, Product Management, Business Strategy, Strategy, Entrepreneurship, Corporate Finance, Entrepreneur, Investments
Education
Northwestern University - Kellogg School of Management 2003 — 2005
MBA
University of Virginia 1996 — 2000
BS in Commerce
PlanGrid July 2014 - Present
Jive Software October 2009 - July 2014
Credit Suisse August 2005 - February 2009
Victoria's Secret June 2004 - August 2004
SunTrust Robinson Humphrey July 2000 - June 2003
Skills
Valuation, Financial Modeling, Mergers, Divestitures, Acquisitions, Private Equity, Restructuring, Corporate Development, Venture Capital, Due Diligence, Business Development, Start-ups, Product Management, Business Strategy, Strategy, Entrepreneurship, Corporate Finance, Entrepreneur, Investments
Education
Northwestern University - Kellogg School of Management 2003 — 2005
MBA
University of Virginia 1996 — 2000
BS in Commerce
Hunter Satterwhite Hunter Satterwhite's SunTrust Robinson Humphrey Experience July 2010 - November 2012
Job Corporate Development at Equinix
Industry Investment Banking
Experience
Equinix January 2013 - Present
SunTrust Robinson Humphrey July 2010 - November 2012
Laffer Associates July 2009 - July 2010
Wachovia Securities June 2008 - August 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Due Diligence, Mergers, Investment Banking, Corporate Finance, Corporate Development, Business Strategy, M&A experience, Investments, Mergers & Acquisitions, LBO, Venture Capital, Private Equity, Strategy
Education
Sewanee-The University of the South 2005 — 2009
B.A., Economics, Mathematics
The Tuck School of Business at Dartmouth 2008 — 2008
Tuck Business Bridge Program
Equinix January 2013 - Present
SunTrust Robinson Humphrey July 2010 - November 2012
Laffer Associates July 2009 - July 2010
Wachovia Securities June 2008 - August 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Due Diligence, Mergers, Investment Banking, Corporate Finance, Corporate Development, Business Strategy, M&A experience, Investments, Mergers & Acquisitions, LBO, Venture Capital, Private Equity, Strategy
Education
Sewanee-The University of the South 2005 — 2009
B.A., Economics, Mathematics
The Tuck School of Business at Dartmouth 2008 — 2008
Tuck Business Bridge Program
Rick Wolfgram's SunTrust Robinson Humphrey Experience September 2012 - Present
Job Managing Director, Internet & Digital Media Investment Banking at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey September 2012 - Present
ThinkEquity LLC June 2007 - August 2012
826 Valencia December 2002 - September 2011
Seven Hills Partners August 2002 - June 2007
Inktomi Corporation July 2000 - July 2002
Salomon Smith Barney July 1998 - July 2000
Trilogy Capital Partners, Inc. June 1997 - September 1997
Salomon Brothers July 1995 - July 1996
Volpe Welty & Company July 1993 - July 1995
Merchants Trading 1984 - 1990
Skills
Mergers, IPO, Financial Modeling, Private Equity, Corporate Development, Venture Capital, Investment Banking, M&A experience, Start-ups, Strategic Partnerships, Financial Advisory, Corporate Finance, Mergers & Acquisitions, Management Consulting, Strategy, E-commerce, Valuation, Online Advertising, Investments, Due Diligence, Digital Media, Emerging Markets, LBO, Entrepreneurship, Investor Relations, Divestitures, Equity Research, Executive Management, Capital Markets, Competitive Analysis
Education
Kellogg School of Management 1996 — 1998
MBA, Finance, Strategy and Marketing
Stanford University 1992 — 1993
MS, Industrial Engineering
Stanford University 1988 — 1992
BS, Industrial Engineering
Lake Forest High School 1984 — 1988
AFS Tunisia 1987 1987 — 1987
SunTrust Robinson Humphrey September 2012 - Present
ThinkEquity LLC June 2007 - August 2012
826 Valencia December 2002 - September 2011
Seven Hills Partners August 2002 - June 2007
Inktomi Corporation July 2000 - July 2002
Salomon Smith Barney July 1998 - July 2000
Trilogy Capital Partners, Inc. June 1997 - September 1997
Salomon Brothers July 1995 - July 1996
Volpe Welty & Company July 1993 - July 1995
Merchants Trading 1984 - 1990
Skills
Mergers, IPO, Financial Modeling, Private Equity, Corporate Development, Venture Capital, Investment Banking, M&A experience, Start-ups, Strategic Partnerships, Financial Advisory, Corporate Finance, Mergers & Acquisitions, Management Consulting, Strategy, E-commerce, Valuation, Online Advertising, Investments, Due Diligence, Digital Media, Emerging Markets, LBO, Entrepreneurship, Investor Relations, Divestitures, Equity Research, Executive Management, Capital Markets, Competitive Analysis
Education
Kellogg School of Management 1996 — 1998
MBA, Finance, Strategy and Marketing
Stanford University 1992 — 1993
MS, Industrial Engineering
Stanford University 1988 — 1992
BS, Industrial Engineering
Lake Forest High School 1984 — 1988
AFS Tunisia 1987 1987 — 1987
Molly Teets's SunTrust Robinson Humphrey Experience July 2000 - May 2003
Job
Industry Investment Management
Experience
Fine Capital Partners September 2007 - July 2015
Boston Ventures July 2005 - May 2007
SunTrust Robinson Humphrey July 2000 - May 2003
Education
Northwestern University - Kellogg School of Management 2003 — 2005
MBA
University of North Carolina at Chapel Hill 1996 — 2000
BA, Journalism
Fine Capital Partners September 2007 - July 2015
Boston Ventures July 2005 - May 2007
SunTrust Robinson Humphrey July 2000 - May 2003
Education
Northwestern University - Kellogg School of Management 2003 — 2005
MBA
University of North Carolina at Chapel Hill 1996 — 2000
BA, Journalism
Wayne Preston's SunTrust Robinson Humphrey Experience October 2004 - October 2007
Job Information Technology Professional
Industry Hospital & Health Care
Experience
Unified Health Services February 2009 - Present
Medtronic July 2008 - January 2009
Buckman Laboratories November 2007 - July 2008
SunTrust Robinson Humphrey October 2004 - October 2007
Storage USA 2001 - 2004
Quilogy 1998 - 2001
Ducks Unlimited April 1994 - July 1998
Skills
SDLC, Business Analysis, Disaster Recovery, Business Intelligence, Visio, Microsoft SQL Server, Databases, Software Project..., SQL, IT Management, Process Improvement, Software Documentation, Software Development, Vendor Management, Management
Education
Red River College 1983 — 1985
AD, Computer Analyst/Programmer
University of Manitoba 1978 — 1982
BA, Psychology
Unified Health Services February 2009 - Present
Medtronic July 2008 - January 2009
Buckman Laboratories November 2007 - July 2008
SunTrust Robinson Humphrey October 2004 - October 2007
Storage USA 2001 - 2004
Quilogy 1998 - 2001
Ducks Unlimited April 1994 - July 1998
Skills
SDLC, Business Analysis, Disaster Recovery, Business Intelligence, Visio, Microsoft SQL Server, Databases, Software Project..., SQL, IT Management, Process Improvement, Software Documentation, Software Development, Vendor Management, Management
Education
Red River College 1983 — 1985
AD, Computer Analyst/Programmer
University of Manitoba 1978 — 1982
BA, Psychology
Junius Cassady Jr.'s SunTrust Robinson Humphrey Experience October 2011 - September 2013
Job Division IT Director at Airgas
Industry Information Technology and Services
Experience
Airgas October 2013 - Present
SunTrust Robinson Humphrey October 2011 - September 2013
SunTrust Bank July 2008 - October 2011
IBM Global Services July 2008 - October 2011
SunTrust Banks, Inc March 2007 - July 2008
SunTrust Banks, Inc March 2007 - July 2008
SunTrust Banks, Inc December 1999 - July 2008
Technology Services December 1999 - March 2007
SunTrust Bank 1999 - 2007
Atlanta Life Insurance Company August 1998 - December 1999
Skills
Troubleshooting, Vendor Management, Technical Support, Software Installation, Integration, Management, A+, Hardware, Visio, Change Management, Disaster Recovery, Quality Assurance, Help Desk Support, Business Process, ITIL, Laptops, IT Management, IT Service Management, Information Technology, IT Operations, Active Directory, SharePoint, Team Management, Outsourcing, Process Improvement, Operating Systems, Access, Incident Management, Citrix, Windows 7, Computer Hardware, Project Delivery, MS Project, Network Security, Telecommunications, Team Leadership, Microsoft Exchange, Network Administration, Leadership, System Deployment, Call Centers, Project Management, Strategic Planning, Security, Data Center, XP, Cisco Technologies, Windows Server, Servers, Business Process...
Education
Computer Information Systems Strayer University 2010 — 2012
Bachelor's degree, Computer Information Systems; Computer Science, 3.955
Computer Information Systems Strayer University 2010 — 2012
Bachelor of Science (BS), Information Systems and Homeland Security
Strayer University 2010 — 2012
BSIS, Information Security - Homeland Security, 3.955
North Carolina Agricultural and Technical State University 1990 — 1993
Pinecrest High School
Airgas October 2013 - Present
SunTrust Robinson Humphrey October 2011 - September 2013
SunTrust Bank July 2008 - October 2011
IBM Global Services July 2008 - October 2011
SunTrust Banks, Inc March 2007 - July 2008
SunTrust Banks, Inc March 2007 - July 2008
SunTrust Banks, Inc December 1999 - July 2008
Technology Services December 1999 - March 2007
SunTrust Bank 1999 - 2007
Atlanta Life Insurance Company August 1998 - December 1999
Skills
Troubleshooting, Vendor Management, Technical Support, Software Installation, Integration, Management, A+, Hardware, Visio, Change Management, Disaster Recovery, Quality Assurance, Help Desk Support, Business Process, ITIL, Laptops, IT Management, IT Service Management, Information Technology, IT Operations, Active Directory, SharePoint, Team Management, Outsourcing, Process Improvement, Operating Systems, Access, Incident Management, Citrix, Windows 7, Computer Hardware, Project Delivery, MS Project, Network Security, Telecommunications, Team Leadership, Microsoft Exchange, Network Administration, Leadership, System Deployment, Call Centers, Project Management, Strategic Planning, Security, Data Center, XP, Cisco Technologies, Windows Server, Servers, Business Process...
Education
Computer Information Systems Strayer University 2010 — 2012
Bachelor's degree, Computer Information Systems; Computer Science, 3.955
Computer Information Systems Strayer University 2010 — 2012
Bachelor of Science (BS), Information Systems and Homeland Security
Strayer University 2010 — 2012
BSIS, Information Security - Homeland Security, 3.955
North Carolina Agricultural and Technical State University 1990 — 1993
Pinecrest High School
Jason Karnes's SunTrust Robinson Humphrey Experience April 2014 - Present
Job Director at SunTrust Robinson Humphrey
Industry Banking
Experience
SunTrust Robinson Humphrey April 2014 - Present
SunTrust Robinson Humphrey July 2008 - March 2014
Citigroup Corporate Investment Bank August 2005 - July 2008
Citi Corporate Investment Bank May 2002 - May 2004
Arthur Andersen September 1997 - May 2002
Skills
Financial Analysis, Strategic Planning, Accounting, Leadership Development, Business Planning, Marketing, Fundraising, Financial Modeling, Coaching, Corporate Finance, Banking, Capital Markets, Due Diligence, Financial Services, Valuation, Investments, Management
Education
University of Georgia - Terry College of Business 2004 — 2005
Master of Business Administration (MBA), Finance, Marketing
Oglethorpe University 1993 — 1997
BBA, Accounting
Bearden High School 1989 — 1993
SunTrust Robinson Humphrey April 2014 - Present
SunTrust Robinson Humphrey July 2008 - March 2014
Citigroup Corporate Investment Bank August 2005 - July 2008
Citi Corporate Investment Bank May 2002 - May 2004
Arthur Andersen September 1997 - May 2002
Skills
Financial Analysis, Strategic Planning, Accounting, Leadership Development, Business Planning, Marketing, Fundraising, Financial Modeling, Coaching, Corporate Finance, Banking, Capital Markets, Due Diligence, Financial Services, Valuation, Investments, Management
Education
University of Georgia - Terry College of Business 2004 — 2005
Master of Business Administration (MBA), Finance, Marketing
Oglethorpe University 1993 — 1997
BBA, Accounting
Bearden High School 1989 — 1993
Susan Venezia's SunTrust Robinson Humphrey Experience February 1998 - July 2013
Job Supervisory Analyst
Industry Capital Markets
Experience
ROTH Capital Partners September 2014 - Present
Cowen and Company April 2014 - September 2014
Avondale Partners August 2013 - September 2014
SunTrust Robinson Humphrey February 1998 - July 2013
Banque Paribas May 1997 - February 1998
Lehman Brothers 1993 - 1997
Ambac 1989 - 1993
Dean Witter Reynolds 1984 - 1989
Skills
Series 7, Series16, Series 24, Series 87, FINRA, Equities, Bloomberg, Equity Research, Capital Markets, Investment Banking, Hedge Funds, Equity Valuation, Blue Matrix, Securities, DCF
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (BA)
ROTH Capital Partners September 2014 - Present
Cowen and Company April 2014 - September 2014
Avondale Partners August 2013 - September 2014
SunTrust Robinson Humphrey February 1998 - July 2013
Banque Paribas May 1997 - February 1998
Lehman Brothers 1993 - 1997
Ambac 1989 - 1993
Dean Witter Reynolds 1984 - 1989
Skills
Series 7, Series16, Series 24, Series 87, FINRA, Equities, Bloomberg, Equity Research, Capital Markets, Investment Banking, Hedge Funds, Equity Valuation, Blue Matrix, Securities, DCF
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (BA)
Jeffrey Hauser's SunTrust Robinson Humphrey Experience October 2008 - November 2013
Job Senior Vice President BBVA Compass
Industry Banking
Experience
BBVA Compass November 2013 - Present
SunTrust Robinson Humphrey October 2008 - November 2013
SunTrust Robinson Humphrey February 2002 - October 2008
PNC April 1996 - February 2002
Meridian Bank January 1989 - April 1997
Skills
Commercial Banking, Management, Banking, Credit, Financial Analysis
Education
Temple University - Fox School of Business and Management 1986 — 1988
Bachelor of Science (B.S.), Economics
Richmond, The American International University in London 1985 — 1986
University of New Hampshire 1985 — 1986
BBVA Compass November 2013 - Present
SunTrust Robinson Humphrey October 2008 - November 2013
SunTrust Robinson Humphrey February 2002 - October 2008
PNC April 1996 - February 2002
Meridian Bank January 1989 - April 1997
Skills
Commercial Banking, Management, Banking, Credit, Financial Analysis
Education
Temple University - Fox School of Business and Management 1986 — 1988
Bachelor of Science (B.S.), Economics
Richmond, The American International University in London 1985 — 1986
University of New Hampshire 1985 — 1986
Brock Matthias's SunTrust Robinson Humphrey Experience 2000 - 2006
Job Managing Director, VRA Partners, LLC | M&A Advisory Services | Capital Raising Services
Industry Investment Banking
Experience
VRA Partners, LLC September 2006 - Present
SunTrust Robinson Humphrey 2000 - 2006
First Physician Care 1995 - 1996
Dain Bosworth 1992 - 1995
Education
The University of Chicago Booth School of Business 1998 — 2000
MBA, Finance
Princeton University 1988 — 1992
AB, Economics
Lincoln High School
VRA Partners, LLC September 2006 - Present
SunTrust Robinson Humphrey 2000 - 2006
First Physician Care 1995 - 1996
Dain Bosworth 1992 - 1995
Education
The University of Chicago Booth School of Business 1998 — 2000
MBA, Finance
Princeton University 1988 — 1992
AB, Economics
Lincoln High School
Chris Caruso's SunTrust Robinson Humphrey Experience August 2006 - June 2008
Job Director of Operations, Americas, Business Network Customer Organization
Industry Information Technology and Services
Experience
SAP September 2014 - Present
SAP March 2014 - September 2014
Ariba, an SAP Company April 2013 - March 2014
Ariba, an SAP Company November 2012 - March 2013
Ariba, an SAP Company November 2011 - November 2012
Ariba January 2010 - November 2011
Reicon Capital, LLC June 2008 - January 2010
SunTrust Robinson Humphrey August 2006 - June 2008
Skills
Analysis, Strategy, Data Analysis, Forecasting, Project Management, Corporate Finance, Cross-functional Team..., Valuation, Financial Analysis, Portfolio Management, Mergers & Acquisitions, Due Diligence, Investment Banking, Mergers, Bloomberg, Private Equity, Capital Markets, Competitive Analysis
Education
University of North Carolina at Chapel Hill
Master of Business Administration (M.B.A.)
Sewanee-The University of the South 2000 — 2004
Bachelor of Science (B.S.), Economics; Political Science
SAP September 2014 - Present
SAP March 2014 - September 2014
Ariba, an SAP Company April 2013 - March 2014
Ariba, an SAP Company November 2012 - March 2013
Ariba, an SAP Company November 2011 - November 2012
Ariba January 2010 - November 2011
Reicon Capital, LLC June 2008 - January 2010
SunTrust Robinson Humphrey August 2006 - June 2008
Skills
Analysis, Strategy, Data Analysis, Forecasting, Project Management, Corporate Finance, Cross-functional Team..., Valuation, Financial Analysis, Portfolio Management, Mergers & Acquisitions, Due Diligence, Investment Banking, Mergers, Bloomberg, Private Equity, Capital Markets, Competitive Analysis
Education
University of North Carolina at Chapel Hill
Master of Business Administration (M.B.A.)
Sewanee-The University of the South 2000 — 2004
Bachelor of Science (B.S.), Economics; Political Science
Mike Grippo's SunTrust Robinson Humphrey Experience March 2005 - June 2006
Job Vice President Corporate Development at CR Bard
Industry Medical Devices
Experience
CR Bard December 2010 - Present
Hill-Rom Holdings Inc. June 2006 - December 2010
SunTrust Robinson Humphrey March 2005 - June 2006
Welch Allyn June 2003 - March 2005
SG Cowen April 1997 - April 2003
UBS Securities Co., Ltd April 1995 - April 1997
Dillon, Read & Co. Inc. December 1992 - April 1995
Skills
Strategic Planning, Business Development, Investor Relations, Market Research, Team Building, Capital Allocation, Strategy Execution, Mergers, Medical Devices, Business Strategy, Corporate Development
Education
Princeton University 1987 — 1991
AB, Economics and Political Science
New York University - Leonard N. Stern School of Business 1993 — 1996
MBA, Finance
CR Bard December 2010 - Present
Hill-Rom Holdings Inc. June 2006 - December 2010
SunTrust Robinson Humphrey March 2005 - June 2006
Welch Allyn June 2003 - March 2005
SG Cowen April 1997 - April 2003
UBS Securities Co., Ltd April 1995 - April 1997
Dillon, Read & Co. Inc. December 1992 - April 1995
Skills
Strategic Planning, Business Development, Investor Relations, Market Research, Team Building, Capital Allocation, Strategy Execution, Mergers, Medical Devices, Business Strategy, Corporate Development
Education
Princeton University 1987 — 1991
AB, Economics and Political Science
New York University - Leonard N. Stern School of Business 1993 — 1996
MBA, Finance
Rich Cosgray's SunTrust Robinson Humphrey Experience March 2011 - February 2014
Job Vice President Syndicated & Leveraged Finance
Industry Investment Banking
Experience
SunTrust Robinson Humphrey March 2011 - February 2014
SunTrust Robinson Humphrey July 2008 - March 2011
Nestle May 2007 - August 2007
New England Financial 2006 - 2006
Education
Miami University 2004 — 2008
Bachelor of Science, Finance and Accounting
Bishop Watterson High School
SunTrust Robinson Humphrey March 2011 - February 2014
SunTrust Robinson Humphrey July 2008 - March 2011
Nestle May 2007 - August 2007
New England Financial 2006 - 2006
Education
Miami University 2004 — 2008
Bachelor of Science, Finance and Accounting
Bishop Watterson High School
William Springman's SunTrust Robinson Humphrey Experience 2012 - Present
Job HY Research at SunTrust
Industry Investment Banking
Experience
SunTrust Robinson Humphrey 2012 - Present
Skills
Financial Modeling, Valuation, Equities, Economics, Corporate Finance, Capital Markets, Bloomberg
Education
Washington University in St. Louis 2008 — 2009
Master of Science, Finance
Monmouth University 2002 — 2006
SunTrust Robinson Humphrey 2012 - Present
Skills
Financial Modeling, Valuation, Equities, Economics, Corporate Finance, Capital Markets, Bloomberg
Education
Washington University in St. Louis 2008 — 2009
Master of Science, Finance
Monmouth University 2002 — 2006
Jeremy Kopcsik's SunTrust Robinson Humphrey Experience June 2000 - May 2007
Job VP Institutional Equity Sales at JMP Securities
Industry Financial Services
Experience
JMP Securities May 2007 - Present
SunTrust Robinson Humphrey June 2000 - May 2007
Education
Rutgers University-New Brunswick 1994 — 1998
JMP Securities May 2007 - Present
SunTrust Robinson Humphrey June 2000 - May 2007
Education
Rutgers University-New Brunswick 1994 — 1998
Dwarakanath Hanumappanahalli's SunTrust Robinson Humphrey Experience June 2014 - Present
Job Director Application Development, Senior Technology Manager, Capital Markets, Big Data Management, Web enabled apps
Industry Information Technology and Services
Experience
SunTrust Robinson Humphrey June 2014 - Present
Bank of America July 2005 - June 2014
Computer Sciences Corporation September 2004 - June 2005
Wachovia Securities Financial Network 2003 - 2003
Mantiss Information Systems 1998 - 2001
Skills
Requirements Analysis, Microsoft SQL Server, SDLC, Agile Methodologies, Business Analysis, Software Project..., Architecture, Data Warehousing, ASP.NET, .NET, Databases, Enterprise Architecture, SOA, XML, Project Management, Software Development..., SSIS, Data Modeling, Solution Architecture, SQL, IT Strategy, SharePoint, Integration, Oracle, C#, IIS, Hadoop
Education
Northern Illinois University 1996 — 1998
M.S, Engineering and Technology
Osmania University 1992 — 1996
B.E, Engineering (Major : Mechanical Minor : Engineering Information Systems)
SunTrust Robinson Humphrey June 2014 - Present
Bank of America July 2005 - June 2014
Computer Sciences Corporation September 2004 - June 2005
Wachovia Securities Financial Network 2003 - 2003
Mantiss Information Systems 1998 - 2001
Skills
Requirements Analysis, Microsoft SQL Server, SDLC, Agile Methodologies, Business Analysis, Software Project..., Architecture, Data Warehousing, ASP.NET, .NET, Databases, Enterprise Architecture, SOA, XML, Project Management, Software Development..., SSIS, Data Modeling, Solution Architecture, SQL, IT Strategy, SharePoint, Integration, Oracle, C#, IIS, Hadoop
Education
Northern Illinois University 1996 — 1998
M.S, Engineering and Technology
Osmania University 1992 — 1996
B.E, Engineering (Major : Mechanical Minor : Engineering Information Systems)
Jason Kron's SunTrust Robinson Humphrey Experience February 2005 - March 2008
Job Credit Performance Manager at IBM Seterus
Industry Capital Markets
Experience
IBM - Seterus October 2011 - Present
Genworth Mortgage Insurance April 2008 - October 2011
SunTrust Robinson Humphrey February 2005 - March 2008
Wells Fargo Home Mortgage 2001 - 2005
Goldman Sachs 2000 - 2000
The New York Rangers 1995 - 1997
Skills
Strategy, Strategic Partnerships, Leadership, Strategic Planning, Teambuilding & ..., Client Relationship..., Platform Development &..., Business Analysis, Strategic Planning &..., Business Development, New Business..., Business Strategy, Program & Project ..., Business/Financial..., Portfolio Management &..., Start-ups, Financial Analysis, Talent Development &..., Credit Analysis, Financial Risk, Mortgage Banking, Internal / External..., Credit Risk, Continuous Process..., Capital Markets, Financial Modeling, Portfolio Management, Management, Credit, Risk Management, Go-to-Market Planning, Securitization, Customer Service, Banking, Investment Banking, Analytics, Financial Services, business deve, Competitive Analysis, Competitive Intelligence, Cross-functional Team...
Education
Washington University in St. Louis - Olin Business School 1999 — 2001
MBA
Washington University in St. Louis 1999 — 2001
MIM, Information Management
Penn State University 1991 — 1995
BS, Psychology
IBM - Seterus October 2011 - Present
Genworth Mortgage Insurance April 2008 - October 2011
SunTrust Robinson Humphrey February 2005 - March 2008
Wells Fargo Home Mortgage 2001 - 2005
Goldman Sachs 2000 - 2000
The New York Rangers 1995 - 1997
Skills
Strategy, Strategic Partnerships, Leadership, Strategic Planning, Teambuilding & ..., Client Relationship..., Platform Development &..., Business Analysis, Strategic Planning &..., Business Development, New Business..., Business Strategy, Program & Project ..., Business/Financial..., Portfolio Management &..., Start-ups, Financial Analysis, Talent Development &..., Credit Analysis, Financial Risk, Mortgage Banking, Internal / External..., Credit Risk, Continuous Process..., Capital Markets, Financial Modeling, Portfolio Management, Management, Credit, Risk Management, Go-to-Market Planning, Securitization, Customer Service, Banking, Investment Banking, Analytics, Financial Services, business deve, Competitive Analysis, Competitive Intelligence, Cross-functional Team...
Education
Washington University in St. Louis - Olin Business School 1999 — 2001
MBA
Washington University in St. Louis 1999 — 2001
MIM, Information Management
Penn State University 1991 — 1995
BS, Psychology
Charles M. Padala's SunTrust Robinson Humphrey Experience August 1987 - December 2007
Job Managing Director, Equities
Industry Financial Services
Experience
Security Traders Association (STA) January 2011 - Present
Brean Capital LLC May 2012 - December 2014
MKM Partners January 2009 - December 2011
SunTrust Robinson Humphrey August 1987 - December 2007
Skills
Series 7, Equities, Equity Trading, Series 63, Equity Research, Securities, Trading, Management, Capital Markets, Electronic Trading, Bloomberg, Hedge Funds, Fixed Income, Trading Systems, Alternative Investments
Education
New York University
Bachelor of Arts
Security Traders Association (STA) January 2011 - Present
Brean Capital LLC May 2012 - December 2014
MKM Partners January 2009 - December 2011
SunTrust Robinson Humphrey August 1987 - December 2007
Skills
Series 7, Equities, Equity Trading, Series 63, Equity Research, Securities, Trading, Management, Capital Markets, Electronic Trading, Bloomberg, Hedge Funds, Fixed Income, Trading Systems, Alternative Investments
Education
New York University
Bachelor of Arts
Christine Zablocki's SunTrust Robinson Humphrey Experience June 2012 - Present
Job Administrative Assistant at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey June 2012 - Present
SunTrust Mortgage May 2009 - June 2012
MortgageIT April 2004 - April 2006
Sunshine Mortgage March 2002 - March 2005
Skills
Credit, Loan Origination, Banking, Loans, Mortgage Banking, Mortgage Lending, Microsoft Excel, Credit Analysis, Residential Mortgages, Credit Risk, Financial Analysis, Customer Service, Microsoft Office, Real Estate, Finance, Leadership, Outlook, Refinance, Commercial Lending, Teamwork
Education
Savannah College of Art and Design 2000 — 2003
BFA, Computer Art
SunTrust Robinson Humphrey June 2012 - Present
SunTrust Mortgage May 2009 - June 2012
MortgageIT April 2004 - April 2006
Sunshine Mortgage March 2002 - March 2005
Skills
Credit, Loan Origination, Banking, Loans, Mortgage Banking, Mortgage Lending, Microsoft Excel, Credit Analysis, Residential Mortgages, Credit Risk, Financial Analysis, Customer Service, Microsoft Office, Real Estate, Finance, Leadership, Outlook, Refinance, Commercial Lending, Teamwork
Education
Savannah College of Art and Design 2000 — 2003
BFA, Computer Art
Marc Daniel's SunTrust Robinson Humphrey Experience January 2013 - Present
Job Managing Director at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey January 2013 - Present
UBS Investment Bank August 2011 - December 2012
RBC Capital Markets 2004 - August 2011
Bear Stearns 2000 - 2004
Merrill Lynch & Co 1993 - 2000
Davis Polk & Wardwell 1990 - 1993
Manufacturers Hanover Trust 1983 - 1986
Education
The University of Chicago - Booth School of Business 1986 — 1990
MBA
University of Chicago Law School 1986 — 1990
JD
Princeton University 1979 — 1983
AB, History
SunTrust Robinson Humphrey January 2013 - Present
UBS Investment Bank August 2011 - December 2012
RBC Capital Markets 2004 - August 2011
Bear Stearns 2000 - 2004
Merrill Lynch & Co 1993 - 2000
Davis Polk & Wardwell 1990 - 1993
Manufacturers Hanover Trust 1983 - 1986
Education
The University of Chicago - Booth School of Business 1986 — 1990
MBA
University of Chicago Law School 1986 — 1990
JD
Princeton University 1979 — 1983
AB, History
Brad Hamilton's SunTrust Robinson Humphrey Experience September 2007 - Present
Job Director at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey September 2007 - Present
ScotiaCapital March 1991 - August 2007
Venture Steel 1999 - 2001
Louisville IceHawks September 1990 - December 1990
IFK Osteraker August 1989 - May 1990
Skills
Series 7 & 63 licensed
Education
Michigan State University 1985 — 1989
SunTrust Robinson Humphrey September 2007 - Present
ScotiaCapital March 1991 - August 2007
Venture Steel 1999 - 2001
Louisville IceHawks September 1990 - December 1990
IFK Osteraker August 1989 - May 1990
Skills
Series 7 & 63 licensed
Education
Michigan State University 1985 — 1989
Ben Cumming's SunTrust Robinson Humphrey Experience June 2009 - Present
Job Director Acquisition Finance
Industry Banking
Experience
SunTrust Robinson Humphrey June 2009 - Present
ORIX Healthcare Finance May 2003 - May 2009
Banc of America Securities June 2000 - May 2003
Education
Yale University - Yale School of Management 1998 — 2000
MBA
Purdue University 1990 — 1994
B.S., Civil Engineering
SunTrust Robinson Humphrey June 2009 - Present
ORIX Healthcare Finance May 2003 - May 2009
Banc of America Securities June 2000 - May 2003
Education
Yale University - Yale School of Management 1998 — 2000
MBA
Purdue University 1990 — 1994
B.S., Civil Engineering
Joshua Wells's SunTrust Robinson Humphrey Experience November 2012 - April 2014
Job Director of Corporate Development at CryoLife, Inc.
Industry Medical Devices
Experience
CryoLife, Inc. August 2014 - Present
SunTrust Robinson Humphrey November 2012 - April 2014
Barclays Capital August 2010 - August 2012
Deutsche Bank 2001 - June 2010
GN ReSound 1997 - 2001
Skills
Investment Banking, Capital Markets, Private Equity, Valuation, Financial Modeling, Corporate Finance, Due Diligence, Portfolio Management, Mergers, Restructuring, Corporate Development, Investments, LBO, Fixed Income, Strategy, Project Finance, Asset Managment, Alternative Investments, M&A experience, High Yield Bonds, Financial Sponsors, Senior Debt, Bridge Financing, Structured Finance, Finance, Leveraged Finance, Equities, Financial Analysis
Education
Northwestern University - Kellogg School of Management 1998 — 2001
Master of Business Administration (MBA), Finance, General
University of Virginia 1995 — 1997
Bachelor of Science (BS), Biomedical Engineering
University of Virginia 1988 — 1992
Bachelor's degree, Physics
CryoLife, Inc. August 2014 - Present
SunTrust Robinson Humphrey November 2012 - April 2014
Barclays Capital August 2010 - August 2012
Deutsche Bank 2001 - June 2010
GN ReSound 1997 - 2001
Skills
Investment Banking, Capital Markets, Private Equity, Valuation, Financial Modeling, Corporate Finance, Due Diligence, Portfolio Management, Mergers, Restructuring, Corporate Development, Investments, LBO, Fixed Income, Strategy, Project Finance, Asset Managment, Alternative Investments, M&A experience, High Yield Bonds, Financial Sponsors, Senior Debt, Bridge Financing, Structured Finance, Finance, Leveraged Finance, Equities, Financial Analysis
Education
Northwestern University - Kellogg School of Management 1998 — 2001
Master of Business Administration (MBA), Finance, General
University of Virginia 1995 — 1997
Bachelor of Science (BS), Biomedical Engineering
University of Virginia 1988 — 1992
Bachelor's degree, Physics
Ellen Koebler, CFA's SunTrust Robinson Humphrey Experience 2004 - 2010
Job Chief Market Risk and Enterprise Analytics Officer at SunTrust Banks, Inc.
Industry Financial Services
Experience
SunTrust Banks, Inc. September 2014 - Present
SunTrust Banks, Inc. August 2013 - September 2014
SunTrust Bank July 2010 - August 2013
SunTrust Robinson Humphrey 2004 - 2010
Banc One 2000 - 2004
First Union 1998 - 2000
Shell Oil Company 1992 - 1997
Skills
Credit Risk, Investment Banking, Derivatives, Private Equity, Banking, Market Risk, Loans, Trading, Bonds, Strategy, Financial Services, Stress Testing, Analytics, Forecasting, Financial Modeling, Fixed Income, Financial Analysis, Corporate Finance, Valuation
Education
Northwestern University - Kellogg School of Management 1997 — 1999
MBA, Finance and Strategy
Vanderbilt University 1988 — 1992
BE, Chemical Engineering
SunTrust Banks, Inc. September 2014 - Present
SunTrust Banks, Inc. August 2013 - September 2014
SunTrust Bank July 2010 - August 2013
SunTrust Robinson Humphrey 2004 - 2010
Banc One 2000 - 2004
First Union 1998 - 2000
Shell Oil Company 1992 - 1997
Skills
Credit Risk, Investment Banking, Derivatives, Private Equity, Banking, Market Risk, Loans, Trading, Bonds, Strategy, Financial Services, Stress Testing, Analytics, Forecasting, Financial Modeling, Fixed Income, Financial Analysis, Corporate Finance, Valuation
Education
Northwestern University - Kellogg School of Management 1997 — 1999
MBA, Finance and Strategy
Vanderbilt University 1988 — 1992
BE, Chemical Engineering
Jason Payne's SunTrust Robinson Humphrey Experience December 2008 - December 2011
Job Strategic Business Development at HD Supply, Inc.
Industry Building Materials
Experience
HD Supply, Inc. January 2012 - Present
SunTrust Robinson Humphrey December 2008 - December 2011
AT&T Inc. May 2007 - August 2007
Skills
Mergers & Acquisitions, Corporate Development, Valuation, Financial Modeling, Investment Banking, Corporate Finance, Capital Markets, Private Equity, Bloomberg, Due Diligence, Equities, LBO
Education
The University of Texas at Austin - Red McCombs School of Business 2006 — 2008
MBA
Sewanee-The University of the South 1996 — 2000
Bachelor of Arts, Economics
HD Supply, Inc. January 2012 - Present
SunTrust Robinson Humphrey December 2008 - December 2011
AT&T Inc. May 2007 - August 2007
Skills
Mergers & Acquisitions, Corporate Development, Valuation, Financial Modeling, Investment Banking, Corporate Finance, Capital Markets, Private Equity, Bloomberg, Due Diligence, Equities, LBO
Education
The University of Texas at Austin - Red McCombs School of Business 2006 — 2008
MBA
Sewanee-The University of the South 1996 — 2000
Bachelor of Arts, Economics
Brian Meehan's SunTrust Robinson Humphrey Experience July 2007 - Present
Job Director Institutional Equity Sales at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey July 2007 - Present
The Hartford Financial Services 2001 - 2007
Arthur Andersen June 1998 - April 2001
Education
Penn State University 1994 — 1998
BS, Economics
LaSalle Preparatory HighSchool 1990 — 1994
SunTrust Robinson Humphrey July 2007 - Present
The Hartford Financial Services 2001 - 2007
Arthur Andersen June 1998 - April 2001
Education
Penn State University 1994 — 1998
BS, Economics
LaSalle Preparatory HighSchool 1990 — 1994
Cecil Brown's SunTrust Robinson Humphrey Experience July 2015 - Present
Job Managing Director at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey July 2015 - Present
GE Capital October 2014 - June 2015
Evercore Partners 2008 - 2013
Bear Stearns 1997 - 2008
Northern Trust 1991 - 1995
Skills
Due Diligence, Capital Markets, Financial Structuring, Financial Modeling, Leveraged Finance, Valuation, Financial Analysis, Banking, Finance, Investment Banking, Investments, Restructuring, Hedge Funds, Strategy, LBO
Education
Northwestern University - Kellogg School of Management 1995 — 1997
MBA, Finance
University of Michigan 1987 — 1991
BBA, Finance, Accounting
SunTrust Robinson Humphrey July 2015 - Present
GE Capital October 2014 - June 2015
Evercore Partners 2008 - 2013
Bear Stearns 1997 - 2008
Northern Trust 1991 - 1995
Skills
Due Diligence, Capital Markets, Financial Structuring, Financial Modeling, Leveraged Finance, Valuation, Financial Analysis, Banking, Finance, Investment Banking, Investments, Restructuring, Hedge Funds, Strategy, LBO
Education
Northwestern University - Kellogg School of Management 1995 — 1997
MBA, Finance
University of Michigan 1987 — 1991
BBA, Finance, Accounting
Gregory Hagood's SunTrust Robinson Humphrey Experience March 1992 - September 2006
Job Senior Managing Director at SOLIC Capital Advisors, LLC
Industry Investment Banking
Experience
SOLIC Capital Advisors, LLC January 2014 - Present
Navigant capital Advisors August 2006 - December 2013
SunTrust Robinson Humphrey March 1992 - September 2006
The Robinson Humphrey Company 1992 - 2006
Skills
Corporate Finance, Investment Banking, Credit, Acquisitions, Financial Services, Management, Mortgage Lending, Private Equity, Valuation, Venture Capital, Financial Modeling, Business Valuation, Capital Markets, Corporate Development, Due Diligence
Education
Northwestern University - Kellogg School of Management 1994 — 1995
M.M., Finance
University of Virginia 1986 — 1990
BS, Commerce
SOLIC Capital Advisors, LLC January 2014 - Present
Navigant capital Advisors August 2006 - December 2013
SunTrust Robinson Humphrey March 1992 - September 2006
The Robinson Humphrey Company 1992 - 2006
Skills
Corporate Finance, Investment Banking, Credit, Acquisitions, Financial Services, Management, Mortgage Lending, Private Equity, Valuation, Venture Capital, Financial Modeling, Business Valuation, Capital Markets, Corporate Development, Due Diligence
Education
Northwestern University - Kellogg School of Management 1994 — 1995
M.M., Finance
University of Virginia 1986 — 1990
BS, Commerce
R. C. Smith's SunTrust Robinson Humphrey Experience February 1999 - February 2001
Job Business Instructor at Henderson State University
Industry Farming
Experience
Henderson State University May 2011 - Present
RC Smith Advisors March 2001 - Present
SunTrust Robinson Humphrey February 1999 - February 2001
NationsBanc Capital Markets 1996 - 1998
Credit Suisse First Boston 1993 - 1995
USMC 1983 - 1992
Skills
Research, Microsoft Excel, Microsoft Office, Teaching, Financial Analysis, Analysis, Strategic Planning, Budgets, Aviation, Team Leadership, Financial Modeling, Management, Coaching, Event Planning, Higher Education, Change Management, Project Planning, Risk Management, PowerPoint, Flights, Mergers & Acquisitions, Entrepreneurship, Management Consulting, Corporate Finance, Leadership, Program Management
Education
Northwestern University - Kellogg School of Management 1989 — 2002
MM, Finance, Management
The University of Kansas 1979 — 1983
BS, Accounting
Henderson State University May 2011 - Present
RC Smith Advisors March 2001 - Present
SunTrust Robinson Humphrey February 1999 - February 2001
NationsBanc Capital Markets 1996 - 1998
Credit Suisse First Boston 1993 - 1995
USMC 1983 - 1992
Skills
Research, Microsoft Excel, Microsoft Office, Teaching, Financial Analysis, Analysis, Strategic Planning, Budgets, Aviation, Team Leadership, Financial Modeling, Management, Coaching, Event Planning, Higher Education, Change Management, Project Planning, Risk Management, PowerPoint, Flights, Mergers & Acquisitions, Entrepreneurship, Management Consulting, Corporate Finance, Leadership, Program Management
Education
Northwestern University - Kellogg School of Management 1989 — 2002
MM, Finance, Management
The University of Kansas 1979 — 1983
BS, Accounting
Susan Freeze's SunTrust Robinson Humphrey Experience 1987 - 2007
Job Administrative Assistant at McFerrin Missionary Baptist Church
Industry Investment Banking
Experience
McFerrin Missionary Baptist Church October 2012 - Present
Stephens Inc. May 2008 - September 2012
SunTrust Robinson Humphrey 1987 - 2007
Skills
Finance, Bonds, Government, Investment Banking, Valuation, Financial Modeling, Capital Markets, Private Equity, LBO, Bloomberg, Equities, Corporate Finance
Education
Middle Tennessee State University 1981 — 1985
Bachelor's, Business Administration/Finance
McFerrin Missionary Baptist Church October 2012 - Present
Stephens Inc. May 2008 - September 2012
SunTrust Robinson Humphrey 1987 - 2007
Skills
Finance, Bonds, Government, Investment Banking, Valuation, Financial Modeling, Capital Markets, Private Equity, LBO, Bloomberg, Equities, Corporate Finance
Education
Middle Tennessee State University 1981 — 1985
Bachelor's, Business Administration/Finance
Pete Skibitski's SunTrust Robinson Humphrey Experience June 2010 - March 2012
Job Senior Industrials, Aerospace & Defense Equity Research Analyst at Drexel Hamilton
Industry Financial Services
Experience
Drexel Hamilton March 2012 - Present
SunTrust Robinson Humphrey June 2010 - March 2012
Credit Suisse October 2005 - January 2010
Wachovia Securities, LLC 2003 - 2005
DFI/Avascent 2000 - 2003
Inside Washington Publishers 1998 - 2000
Skills
Financial Analysis, Financial Modeling, Airlines, Valuation, Defense Industry, Capital Markets, Equities, Defence, Alternative Investments, Bloomberg, Finance, Securities, Asset Management, Hedge Funds, Defense, Aerospace, Private Equity, Portfolio Management, Equity Research, Risk Management, Analysis, Venture Capital, Investments, Business Strategy, Emerging Markets, Market Analysis, Management Consulting, Investment Banking, Fixed Income, Competitive Analysis, Corporate Finance, Due Diligence, Equity Valuation, Mergers & Acquisitions, Series 7, Financial Markets, Bloomberg Terminal, Series 63, Management, Strategy
Education
Rensselaer Polytechnic Institute 1989 — 1993
B.S., Computer Science
Rome Catholic Junior/Senior High School 1986 — 1989
Drexel Hamilton March 2012 - Present
SunTrust Robinson Humphrey June 2010 - March 2012
Credit Suisse October 2005 - January 2010
Wachovia Securities, LLC 2003 - 2005
DFI/Avascent 2000 - 2003
Inside Washington Publishers 1998 - 2000
Skills
Financial Analysis, Financial Modeling, Airlines, Valuation, Defense Industry, Capital Markets, Equities, Defence, Alternative Investments, Bloomberg, Finance, Securities, Asset Management, Hedge Funds, Defense, Aerospace, Private Equity, Portfolio Management, Equity Research, Risk Management, Analysis, Venture Capital, Investments, Business Strategy, Emerging Markets, Market Analysis, Management Consulting, Investment Banking, Fixed Income, Competitive Analysis, Corporate Finance, Due Diligence, Equity Valuation, Mergers & Acquisitions, Series 7, Financial Markets, Bloomberg Terminal, Series 63, Management, Strategy
Education
Rensselaer Polytechnic Institute 1989 — 1993
B.S., Computer Science
Rome Catholic Junior/Senior High School 1986 — 1989
Stacy Lewis's SunTrust Robinson Humphrey Experience June 1996 - September 2007
Job Wealth Advisor at TrueWealth Management
Industry Financial Services
Experience
TrueWealth Management October 2007 - Present
SunTrust Robinson Humphrey June 1996 - September 2007
BellSouth December 1992 - December 1995
Education
Rollins College - Crummer Graduate School of Business 1994 — 1997
MBA
Stetson University 1988 — 1992
BBA, Finance
Trinity Preparatory School 1986 — 1988
TrueWealth Management October 2007 - Present
SunTrust Robinson Humphrey June 1996 - September 2007
BellSouth December 1992 - December 1995
Education
Rollins College - Crummer Graduate School of Business 1994 — 1997
MBA
Stetson University 1988 — 1992
BBA, Finance
Trinity Preparatory School 1986 — 1988
Elizabeth Colt's SunTrust Robinson Humphrey Experience October 1997 - April 2006
Job Senior Vice President, Sports & Entertainment Group, Private Wealth Management at SunTrust
Industry Banking
Experience
SunTrust Bank September 2015 - Present
JPMorgan Chase November 2011 - September 2015
SunTrust Bank January 2011 - October 2011
SunTrust Bank January 2010 - December 2010
SunTrust Bank May 2006 - December 2009
SunTrust Robinson Humphrey October 1997 - April 2006
Wachovia Securities 1993 - 1997
Skills
Capital Markets, Risk Management, Credit Analysis, Credit, Management, Commercial Lending, Portfolio Management, Loans, Credit Risk, Commercial Banking, Treasury Management, Banking, Loan Origination, Asset Based Lending, Small Business Lending
Education
Northwestern University - Kellogg School of Management 1987 — 1989
Master of Business Administration (MBA), Finance, Marketing
Wellesley College 1980 — 1984
B.A., Economics
SunTrust Bank September 2015 - Present
JPMorgan Chase November 2011 - September 2015
SunTrust Bank January 2011 - October 2011
SunTrust Bank January 2010 - December 2010
SunTrust Bank May 2006 - December 2009
SunTrust Robinson Humphrey October 1997 - April 2006
Wachovia Securities 1993 - 1997
Skills
Capital Markets, Risk Management, Credit Analysis, Credit, Management, Commercial Lending, Portfolio Management, Loans, Credit Risk, Commercial Banking, Treasury Management, Banking, Loan Origination, Asset Based Lending, Small Business Lending
Education
Northwestern University - Kellogg School of Management 1987 — 1989
Master of Business Administration (MBA), Finance, Marketing
Wellesley College 1980 — 1984
B.A., Economics
Alexander Sharif's SunTrust Robinson Humphrey Experience June 2014 - August 2014
Job Associate at Robert W. Baird & Co.
Industry Investment Banking
Experience
Robert W. Baird & Co. July 2015 - Present
SunTrust Robinson Humphrey June 2014 - August 2014
PepsiCo May 2011 - June 2013
PepsiCo June 2009 - May 2011
Thomson Reuters June 2008 - August 2008
UBS Wealth Management June 2007 - August 2007
Skills
PowerPoint, Microsoft Excel, Photoshop, Dreamweaver, Financial Analysis, Financial Modeling, Corporate Finance, Forecasting, Data Analysis, Business Strategy, Microsoft Office, Strategic Planning, Analysis, Financial Reporting, Finance, Microsoft Word, Budgets, Economics, Social Media, Event Planning, Research, Competitive Analysis, Strategic Financial..., Business Planning, Leadership
Education
University of Virginia - Darden Graduate School of Business Administration 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
New York University 2005 — 2009
B.A, Economics
Oratory Prep 2001 — 2005
Robert W. Baird & Co. July 2015 - Present
SunTrust Robinson Humphrey June 2014 - August 2014
PepsiCo May 2011 - June 2013
PepsiCo June 2009 - May 2011
Thomson Reuters June 2008 - August 2008
UBS Wealth Management June 2007 - August 2007
Skills
PowerPoint, Microsoft Excel, Photoshop, Dreamweaver, Financial Analysis, Financial Modeling, Corporate Finance, Forecasting, Data Analysis, Business Strategy, Microsoft Office, Strategic Planning, Analysis, Financial Reporting, Finance, Microsoft Word, Budgets, Economics, Social Media, Event Planning, Research, Competitive Analysis, Strategic Financial..., Business Planning, Leadership
Education
University of Virginia - Darden Graduate School of Business Administration 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
New York University 2005 — 2009
B.A, Economics
Oratory Prep 2001 — 2005
Brent Boyce's SunTrust Robinson Humphrey Experience July 2010 - September 2011
Job Associate at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets January 2014 - Present
M.R. Beal & Company July 2012 - December 2013
SunTrust Robinson Humphrey July 2010 - September 2011
threeKINGS NYC August 2003 - July 2010
Goldman Sachs September 2006 - July 2007
Ernst & Young October 2002 - July 2006
Skills
Financial Modeling, Valuation, Private Equity, Due Diligence, Investment Banking, Capital Markets, Bloomberg, Real Estate, Financial Analysis, Mergers & Acquisitions, Real Estate Economics, Hedge Funds, Financial Services, Asset Management, Alternative Investments, Equities, Venture Capital, Fixed Income, Corporate Finance, Investments, LBO, Portfolio Management
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Finance & Entrepreneurship
Morehouse College 1998 — 2002
BA, Accounting
Collegiate School 1986 — 1998
BMO Capital Markets January 2014 - Present
M.R. Beal & Company July 2012 - December 2013
SunTrust Robinson Humphrey July 2010 - September 2011
threeKINGS NYC August 2003 - July 2010
Goldman Sachs September 2006 - July 2007
Ernst & Young October 2002 - July 2006
Skills
Financial Modeling, Valuation, Private Equity, Due Diligence, Investment Banking, Capital Markets, Bloomberg, Real Estate, Financial Analysis, Mergers & Acquisitions, Real Estate Economics, Hedge Funds, Financial Services, Asset Management, Alternative Investments, Equities, Venture Capital, Fixed Income, Corporate Finance, Investments, LBO, Portfolio Management
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Finance & Entrepreneurship
Morehouse College 1998 — 2002
BA, Accounting
Collegiate School 1986 — 1998
Joseph Gray's SunTrust Robinson Humphrey Experience May 2006 - Present
Job Director of Equity Trading at Suntrust Robinson Humphrey
Industry Financial Services
Experience
Suntrust Robinson Humphrey May 2006 - Present
Jefferies & Company May 2004 - April 2006
Fidelity Capital Markets September 1996 - April 2004
Education
San Diego State University-California State University 1990 — 1993
BS, Public Administration
Suntrust Robinson Humphrey May 2006 - Present
Jefferies & Company May 2004 - April 2006
Fidelity Capital Markets September 1996 - April 2004
Education
San Diego State University-California State University 1990 — 1993
BS, Public Administration
Matt Veal's SunTrust Robinson Humphrey Experience June 2010 - July 2012
Job Associate at Lincoln International
Industry Investment Banking
Experience
Lincoln International July 2014 - Present
Kellogg School of Management August 2012 - June 2014
AT&T June 2013 - September 2013
SunTrust Robinson Humphrey June 2010 - July 2012
SunTrust Robinson Humphrey July 2007 - May 2010
SunTrust Robinson Humphrey May 2006 - August 2006
Citigroup Global Markets Ltd. - UK September 2005 - December 2005
Skills
Mergers & Acquisitions, Investment Banking, Capital Markets, Corporate Finance, Financial Modeling, Valuation, Series 7
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Finance, Management & Strategy, Management & Organizations
Wake Forest University 2003 — 2007
BS, Finance
Lincoln International July 2014 - Present
Kellogg School of Management August 2012 - June 2014
AT&T June 2013 - September 2013
SunTrust Robinson Humphrey June 2010 - July 2012
SunTrust Robinson Humphrey July 2007 - May 2010
SunTrust Robinson Humphrey May 2006 - August 2006
Citigroup Global Markets Ltd. - UK September 2005 - December 2005
Skills
Mergers & Acquisitions, Investment Banking, Capital Markets, Corporate Finance, Financial Modeling, Valuation, Series 7
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Finance, Management & Strategy, Management & Organizations
Wake Forest University 2003 — 2007
BS, Finance
Colette Young's SunTrust Robinson Humphrey Experience January 2015 - Present
Job Collateral Analyst at SunTrust Robinson Humphrey
Industry Banking
Experience
SunTrust Robinson Humphrey January 2015 - Present
SunTrust Bank October 2011 - December 2014
Sunrise Bank of Atlanta December 2010 - January 2011
FDIC as Receiver for Omni National Bank April 2009 - May 2010
Omni National Bank November 2006 - March 2009
Colonial Bank April 2004 - November 2006
HSBC October 2001 - January 2004
HSBC January 2000 - October 2001
HSBC April 1998 - January 2001
M&T Bank May 1995 - March 1998
Skills
Collateral Analyst, Commercial Lending, Portfolio Management, Credit, Loans, Mortgage Lending, Management, Underwriting, Strategy, Banking, Finance
Education
Rochester Institute of Technology
BS, Finance
SunTrust Robinson Humphrey January 2015 - Present
SunTrust Bank October 2011 - December 2014
Sunrise Bank of Atlanta December 2010 - January 2011
FDIC as Receiver for Omni National Bank April 2009 - May 2010
Omni National Bank November 2006 - March 2009
Colonial Bank April 2004 - November 2006
HSBC October 2001 - January 2004
HSBC January 2000 - October 2001
HSBC April 1998 - January 2001
M&T Bank May 1995 - March 1998
Skills
Collateral Analyst, Commercial Lending, Portfolio Management, Credit, Loans, Mortgage Lending, Management, Underwriting, Strategy, Banking, Finance
Education
Rochester Institute of Technology
BS, Finance
Dan Graves's SunTrust Robinson Humphrey Experience October 2010 - August 2014
Job Assistant Vice President at Antares Capital
Industry Financial Services
Experience
Antares Capital August 2014 - Present
SunTrust Robinson Humphrey October 2010 - August 2014
Gap, Inc. November 2009 - October 2010
VelocityHealth Securities, Inc. June 2009 - November 2009
SunTrust Robinson Humphrey May 2008 - August 2008
Skills
Investment Banking, Leveraged Finance, Syndications, Loan Structuring, Loan Documentation, Underwriting, Credit Risk, Legal Documents, High Yield, Bridge Financing, Debt, Asset Based Lending, Banking, Finance, Financial Structuring, Loans
Education
VANDERBILT UNIVERSITY The Owen Graduate School of Management 2007 — 2009
Masters of Business Administration, Finance, Accounting, and Real Estate
Miami University 2000 — 2004
Bachelor of Science, Accounting and Finance
Antares Capital August 2014 - Present
SunTrust Robinson Humphrey October 2010 - August 2014
Gap, Inc. November 2009 - October 2010
VelocityHealth Securities, Inc. June 2009 - November 2009
SunTrust Robinson Humphrey May 2008 - August 2008
Skills
Investment Banking, Leveraged Finance, Syndications, Loan Structuring, Loan Documentation, Underwriting, Credit Risk, Legal Documents, High Yield, Bridge Financing, Debt, Asset Based Lending, Banking, Finance, Financial Structuring, Loans
Education
VANDERBILT UNIVERSITY The Owen Graduate School of Management 2007 — 2009
Masters of Business Administration, Finance, Accounting, and Real Estate
Miami University 2000 — 2004
Bachelor of Science, Accounting and Finance
Mark Tucker, CFA's SunTrust Robinson Humphrey Experience September 2001 - March 2003
Job Portfolio Manager at CornerCap Investment Counsel
Industry Investment Management
Experience
CornerCap Investment Counsel August 2009 - Present
Eads & Heald Investment Counsel March 2003 - August 2009
SunTrust Robinson Humphrey September 2001 - March 2003
Skills
Equity Research, Portfolio Management, Investments, Financial Modeling, Financial Analysis, Asset Managment
Education
Sewanee-The University of the South 1997 — 2001
BA, Economics
CornerCap Investment Counsel August 2009 - Present
Eads & Heald Investment Counsel March 2003 - August 2009
SunTrust Robinson Humphrey September 2001 - March 2003
Skills
Equity Research, Portfolio Management, Investments, Financial Modeling, Financial Analysis, Asset Managment
Education
Sewanee-The University of the South 1997 — 2001
BA, Economics
Jessica Benchetrit's SunTrust Robinson Humphrey Experience 2012 - 2013
Job MBA Candidate at the Kellogg School of Management
Industry Marketing and Advertising
Experience
Kellogg School of Management August 2013 - Present
Procter & Gamble June 2014 - August 2014
SunTrust Robinson Humphrey 2012 - 2013
SunTrust Robinson Humphrey 2010 - 2012
SunTrust Bank 2008 - 2010
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, Capital Markets, Bloomberg, Financial Analysis, Private Equity, Portfolio Management, Equities, Equity Research, Fixed Income, Investments, Due Diligence, Derivatives, Mergers & Acquisitions, Finance, Credit Analysis, Asset Management, Business Valuation, Banking, Credit, Credit Risk, Loan Origination
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA), Marketing and Management Strategy
University of Florida 2003 — 2007
Bachelor of Science, Finance, General
Kellogg School of Management August 2013 - Present
Procter & Gamble June 2014 - August 2014
SunTrust Robinson Humphrey 2012 - 2013
SunTrust Robinson Humphrey 2010 - 2012
SunTrust Bank 2008 - 2010
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, Capital Markets, Bloomberg, Financial Analysis, Private Equity, Portfolio Management, Equities, Equity Research, Fixed Income, Investments, Due Diligence, Derivatives, Mergers & Acquisitions, Finance, Credit Analysis, Asset Management, Business Valuation, Banking, Credit, Credit Risk, Loan Origination
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA), Marketing and Management Strategy
University of Florida 2003 — 2007
Bachelor of Science, Finance, General
James Bennison, CFA's SunTrust Robinson Humphrey Experience October 1998 - February 2007
Job Capital markets executive with 20+ years in fixed income | Portfolio Management | Investment Banking | Risk Management
Industry Financial Services
Experience
VVS Capital, LLC 2007 - Present
Genworth Financial - US Mortgage Insurance Division September 2009 - September 2012
Genworth Financial - US Mortgage Insurance Division February 2008 - September 2009
Terminus Asset Management Co., LLC February 2007 - February 2008
SunTrust Robinson Humphrey October 1998 - February 2007
The Money Store October 1997 - October 1998
Structured Finance Advisors, Inc. December 1993 - October 1996
ING Investment Management December 1991 - December 1993
SunTrust Bank 1989 - 1991
Skills
Capital Markets, Securitization, Fixed Income, Residential Mortgages, Portfolio Management, Credit Risk, Private Placements, Credit Insurance, CDO, Structured Products, Loans, Investment Banking, Credit, Securities, Banking, Risk Management, Structured Finance, ABS, Finance, Strategy, Executive Management, Investments, Financial Risk, Bonds, Investment Advisory, Underwriting, Financial Structuring, Valuation, Financial Advisory, Financial Services, Asset Management, Insurance, Financial Modeling, Commercial Lending, Derivatives, Credit Analysis, Funding, Hedge Funds, Equities, Series 7, Alternative Investments
Education
Sewanee-The University of the South 1985 — 1989
Bachelor of Arts, Economics
Jesuit College Preparatory School - Dallas 1981 — 1985
VVS Capital, LLC 2007 - Present
Genworth Financial - US Mortgage Insurance Division September 2009 - September 2012
Genworth Financial - US Mortgage Insurance Division February 2008 - September 2009
Terminus Asset Management Co., LLC February 2007 - February 2008
SunTrust Robinson Humphrey October 1998 - February 2007
The Money Store October 1997 - October 1998
Structured Finance Advisors, Inc. December 1993 - October 1996
ING Investment Management December 1991 - December 1993
SunTrust Bank 1989 - 1991
Skills
Capital Markets, Securitization, Fixed Income, Residential Mortgages, Portfolio Management, Credit Risk, Private Placements, Credit Insurance, CDO, Structured Products, Loans, Investment Banking, Credit, Securities, Banking, Risk Management, Structured Finance, ABS, Finance, Strategy, Executive Management, Investments, Financial Risk, Bonds, Investment Advisory, Underwriting, Financial Structuring, Valuation, Financial Advisory, Financial Services, Asset Management, Insurance, Financial Modeling, Commercial Lending, Derivatives, Credit Analysis, Funding, Hedge Funds, Equities, Series 7, Alternative Investments
Education
Sewanee-The University of the South 1985 — 1989
Bachelor of Arts, Economics
Jesuit College Preparatory School - Dallas 1981 — 1985
James Posthauer's SunTrust Robinson Humphrey Experience Senior Vice PresidentMorgan KeeganNovember 2004 - April 2007
Job Director at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey Senior Vice PresidentMorgan KeeganNovember 2004 - April 2007
Education
Purdue University - Krannert School of Management 1978 — 1982
BS, Finance
SunTrust Robinson Humphrey Senior Vice PresidentMorgan KeeganNovember 2004 - April 2007
Education
Purdue University - Krannert School of Management 1978 — 1982
BS, Finance
Monique Stanley's SunTrust Robinson Humphrey Experience October 2013 - July 2014
Job Accounting Consultant at Robert Half Finance & Accounting
Industry Accounting
Experience
Robert Half Finance & Accounting August 2014 - Present
SunTrust Robinson Humphrey October 2013 - July 2014
UMI May 2012 - August 2013
HarVest Bank of Maryland December 2009 - May 2012
Columbia Bank July 2007 - December 2009
H&R Block 2007 - 2009
First Bank of Delaware January 2006 - July 2007
First Bank of Delaware January 2004 - January 2006
First Bank of Delaware January 2003 - January 2004
Skills
Financial Reporting, General Ledger, Accounting, Accounts Payable, Cash Flow, Cash, Banking, Quickbooks, Excel, Auditing, Reconciliation, Word, Fixed Assets, Account Reconciliation, Journal Entries, Financial Analysis, Tax, Accruals, Financial Accounting, Microsoft Office, SOX, Payroll, Tax Preparation, Income Tax, Microsoft Excel, Sarbanes-Oxley Act, Financial Modeling, Process Improvement, Financial Statements, Cash Management, Finance, Analysis, CPA, Invoicing, QuickBooks, Microsoft Word
Education
Penn State University 1998 — 2002
Bachelors of Science, Accounting
Robert Half Finance & Accounting August 2014 - Present
SunTrust Robinson Humphrey October 2013 - July 2014
UMI May 2012 - August 2013
HarVest Bank of Maryland December 2009 - May 2012
Columbia Bank July 2007 - December 2009
H&R Block 2007 - 2009
First Bank of Delaware January 2006 - July 2007
First Bank of Delaware January 2004 - January 2006
First Bank of Delaware January 2003 - January 2004
Skills
Financial Reporting, General Ledger, Accounting, Accounts Payable, Cash Flow, Cash, Banking, Quickbooks, Excel, Auditing, Reconciliation, Word, Fixed Assets, Account Reconciliation, Journal Entries, Financial Analysis, Tax, Accruals, Financial Accounting, Microsoft Office, SOX, Payroll, Tax Preparation, Income Tax, Microsoft Excel, Sarbanes-Oxley Act, Financial Modeling, Process Improvement, Financial Statements, Cash Management, Finance, Analysis, CPA, Invoicing, QuickBooks, Microsoft Word
Education
Penn State University 1998 — 2002
Bachelors of Science, Accounting
James Posthauer's SunTrust Robinson Humphrey Experience June 2007 - Present
Job Director Municipal Trading & Underwriting at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey June 2007 - Present
Municipal Securities Rulemaking Board 2003 - 2010
Bank of America November 2000 - February 2003
Education
Purdue University 1978 — 1982
management, Finance
Purdue University - Krannert School of Management 1978 — 1982
BS, Business/Finance
SunTrust Robinson Humphrey June 2007 - Present
Municipal Securities Rulemaking Board 2003 - 2010
Bank of America November 2000 - February 2003
Education
Purdue University 1978 — 1982
management, Finance
Purdue University - Krannert School of Management 1978 — 1982
BS, Business/Finance
William Nollner's SunTrust Robinson Humphrey Experience March 1994 - August 2003
Job Teacher World Geography/ American Government Soccer coach/ Girls JV at Lakeside High School
Industry Financial Services
Experience
Dekalb County Schools August 2013 - Present
Gwinnett County Public Schools September 2008 - Present
Gwinnett County Schools August 2012 - May 2013
Etrade Financial August 2003 - June 2005
SunTrust Robinson Humphrey March 1994 - August 2003
Skills
Economics, Trading, Series 7, Securities, Banking, Strategic Financial..., Insurance, Finance, Equities, Risk Management
Education
Piedmont College 2010 — 2012
Master's degree, Secondary Education/Histoey, 4.0
University of North Georgia
BS, Political Science, History
Dekalb County Schools August 2013 - Present
Gwinnett County Public Schools September 2008 - Present
Gwinnett County Schools August 2012 - May 2013
Etrade Financial August 2003 - June 2005
SunTrust Robinson Humphrey March 1994 - August 2003
Skills
Economics, Trading, Series 7, Securities, Banking, Strategic Financial..., Insurance, Finance, Equities, Risk Management
Education
Piedmont College 2010 — 2012
Master's degree, Secondary Education/Histoey, 4.0
University of North Georgia
BS, Political Science, History
Patrice Scully's SunTrust Robinson Humphrey Experience March 2010 - Present
Job Financial Services Professional
Industry Financial Services
Experience
SunTrust Robinson Humphrey March 2010 - Present
Column Financial May 2000 - February 2009
The Coca Cola Company/Spherion February 1995 - April 2000
Education
Pace University
Business Administration
SunTrust Robinson Humphrey March 2010 - Present
Column Financial May 2000 - February 2009
The Coca Cola Company/Spherion February 1995 - April 2000
Education
Pace University
Business Administration
John McCracken's SunTrust Robinson Humphrey Experience July 2014 - Present
Job Managing Director at SunTrust Robinson Humphrey
Industry Banking
Experience
SunTrust Robinson Humphrey July 2014 - Present
US Bank 2013 - July 2014
US Bank 2009 - 2013
WR Hambrecht + Co September 2000 - 2006
Banc of America Securities 1994 - 2000
Education
Northwestern University - Kellogg School of Management 1977 — 1979
MBA, Finance, General
University of Colorado Boulder 1973 — 1977
Bachelor of Arts (BA), Economics
SunTrust Robinson Humphrey July 2014 - Present
US Bank 2013 - July 2014
US Bank 2009 - 2013
WR Hambrecht + Co September 2000 - 2006
Banc of America Securities 1994 - 2000
Education
Northwestern University - Kellogg School of Management 1977 — 1979
MBA, Finance, General
University of Colorado Boulder 1973 — 1977
Bachelor of Arts (BA), Economics
Coren Ross's SunTrust Robinson Humphrey Experience May 1981 - October 1982
Job Sales, Visuals at The Cottage Shop
Industry Retail
Experience
The Cottage Shop 1993 - Present
Savannah Bank November 1982 - September 1988
First Union National Bank 1982 - 1987
SunTrust Robinson Humphrey May 1981 - October 1982
Skills
Customer Service, Event Planning, Social Media, Microsoft Office, Event Management, Art, Photography, Teaching, Fundraising, Public Relations, Nonprofits, Advertising, Facebook, Strategic Planning, Social Media Marketing, Social Networking, Public Speaking, Negotiation, Marketing, Marketing Communications, Sales, Editing, Research, Leadership
Education
Scripps College 1972 — 1976
ba, european studies
The Cottage Shop 1993 - Present
Savannah Bank November 1982 - September 1988
First Union National Bank 1982 - 1987
SunTrust Robinson Humphrey May 1981 - October 1982
Skills
Customer Service, Event Planning, Social Media, Microsoft Office, Event Management, Art, Photography, Teaching, Fundraising, Public Relations, Nonprofits, Advertising, Facebook, Strategic Planning, Social Media Marketing, Social Networking, Public Speaking, Negotiation, Marketing, Marketing Communications, Sales, Editing, Research, Leadership
Education
Scripps College 1972 — 1976
ba, european studies
Mark O. Ames's SunTrust Robinson Humphrey Experience January 2004 - October 2013
Job Managing Director at Wells Fargo
Industry Banking
Experience
Wells Fargo October 2013 - Present
SunTrust Robinson Humphrey January 2004 - October 2013
Bank of America 1982 - 2003
Skills
Investment Banking, Asset Based Lending, Oil&Gas, Risk Management, Portfolio Management, Oil/Gas, Financial Analysis, Structured Finance, Financial Risk, Financial Modeling, Finance, Credit, Project Finance, Loans, Valuation, Financial Structuring, Capital Markets
Education
The University of Texas at Austin 1977 — 1982
MBA, BBA, Accounting, Finance, With Honors
Oklahoma State University 1976 — 1977
Engineering, Business
Wells Fargo October 2013 - Present
SunTrust Robinson Humphrey January 2004 - October 2013
Bank of America 1982 - 2003
Skills
Investment Banking, Asset Based Lending, Oil&Gas, Risk Management, Portfolio Management, Oil/Gas, Financial Analysis, Structured Finance, Financial Risk, Financial Modeling, Finance, Credit, Project Finance, Loans, Valuation, Financial Structuring, Capital Markets
Education
The University of Texas at Austin 1977 — 1982
MBA, BBA, Accounting, Finance, With Honors
Oklahoma State University 1976 — 1977
Engineering, Business
Matthew Sieber's SunTrust Robinson Humphrey Experience December 2013 - Present
Job Associate, Oil & Gas Investment Banking
Industry Investment Banking
Experience
SunTrust Robinson Humphrey December 2013 - Present
Fifth Third Bank April 2013 - December 2013
Fifth Third Securities July 2012 - April 2013
Fifth Third Securities January 2011 - July 2012
Fifth Third Bank June 2009 - January 2011
Education
Miami University 2005 — 2009
Bachelor of Science (B.S.), Finance
Peking University 2007 — 2007
Finance and Mandarin
Tianjin Foreign Studies University 2007 — 2007
Mandarin
SunTrust Robinson Humphrey December 2013 - Present
Fifth Third Bank April 2013 - December 2013
Fifth Third Securities July 2012 - April 2013
Fifth Third Securities January 2011 - July 2012
Fifth Third Bank June 2009 - January 2011
Education
Miami University 2005 — 2009
Bachelor of Science (B.S.), Finance
Peking University 2007 — 2007
Finance and Mandarin
Tianjin Foreign Studies University 2007 — 2007
Mandarin
J. David Walton, Jr.'s SunTrust Robinson Humphrey Experience April 2014 - Present
Job Senior Analyst, Mergers & Acquisitions at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey April 2014 - Present
SunTrust Robinson Humphrey April 2013 - April 2014
Sandler O'Neill July 2011 - March 2013
United Community Bank July 2010 - September 2010
Morgan Keegan June 2010 - July 2010
Skills
Investment Banking, Mergers & Acquisitions, FIG, Private Equity, Valuation, Financial Modeling, Financial Analysis, Financial Projection, Corporate Finance, Due Diligence, Microsoft Office, Microsoft Excel, SNL Financial, Bloomberg, Series 79, Series 63
Education
Washington and Lee University 2007 — 2011
BA, Economics, Classics, Accounting/Finance
Middlebury College 2008 — 2008
Language Schools, Spanish Summer School
Fannin County High School 2003 — 2007
High School
SunTrust Robinson Humphrey April 2014 - Present
SunTrust Robinson Humphrey April 2013 - April 2014
Sandler O'Neill July 2011 - March 2013
United Community Bank July 2010 - September 2010
Morgan Keegan June 2010 - July 2010
Skills
Investment Banking, Mergers & Acquisitions, FIG, Private Equity, Valuation, Financial Modeling, Financial Analysis, Financial Projection, Corporate Finance, Due Diligence, Microsoft Office, Microsoft Excel, SNL Financial, Bloomberg, Series 79, Series 63
Education
Washington and Lee University 2007 — 2011
BA, Economics, Classics, Accounting/Finance
Middlebury College 2008 — 2008
Language Schools, Spanish Summer School
Fannin County High School 2003 — 2007
High School
Tim Schaeffer's SunTrust Robinson Humphrey Experience May 2007 - August 2010
Job Senior Director, Strategy & Corporate Development at Internap
Industry Information Technology and Services
Experience
Internap August 2010 - Present
SunTrust Robinson Humphrey May 2007 - August 2010
SSG Capital Advisors LLC June 2001 - May 2005
Berwind Financial Group June 2000 - June 2001
Skills
Corporate Development, Mergers & Acquisitions, Business Strategy, Private Equity, Valuation, Investment Banking, Investments, Financial Modeling, Competitive Analysis, Acquisition Integration, Cross-functional Team..., Industry Research, Due Diligence, Equity Research, Debt Raising, Financial Analysis, Middle Market, Deal Flow, Buyouts, Special Situations, Company Research, Shareholder Value, LBO, Mergers, Deal Sourcing, Growth Capital, Chapter 11, Finance, Strategy
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2007
MBA, Finance
Penn State University 1996 — 2000
B.S., Finance
Internap August 2010 - Present
SunTrust Robinson Humphrey May 2007 - August 2010
SSG Capital Advisors LLC June 2001 - May 2005
Berwind Financial Group June 2000 - June 2001
Skills
Corporate Development, Mergers & Acquisitions, Business Strategy, Private Equity, Valuation, Investment Banking, Investments, Financial Modeling, Competitive Analysis, Acquisition Integration, Cross-functional Team..., Industry Research, Due Diligence, Equity Research, Debt Raising, Financial Analysis, Middle Market, Deal Flow, Buyouts, Special Situations, Company Research, Shareholder Value, LBO, Mergers, Deal Sourcing, Growth Capital, Chapter 11, Finance, Strategy
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2007
MBA, Finance
Penn State University 1996 — 2000
B.S., Finance
Darren Lehrich's SunTrust Robinson Humphrey Experience January 2001 - January 2004
Job Sr. Vice President, American Renal Associates
Industry Hospital & Health Care
Experience
American Renal Associates July 2015 - Present
Deutsche Bank Securities January 2005 - July 2015
Piper Jaffray & Co January 2004 - January 2005
SunTrust Robinson Humphrey January 2001 - January 2004
ING Barings Furman Selz LLC, New York NY January 1997 - January 2001
Memorial Sloan-Kettering Cancer Center January 1993 - January 1995
Skills
Healthcare, Equity Research, Financial Modeling, Valuation, Mergers & Acquisitions, Hedge Funds, Capital Markets, Investments, Equities, Financial Analysis, Management, Private Equity, Leadership, Due Diligence, Analysis, Business Strategy
Education
Purdue University 1996 — 1998
Master of Business Administration, Finance
Pennsylvania State University 1989 — 1993
Bachelor of Science, Health Policy and Administration
American Renal Associates July 2015 - Present
Deutsche Bank Securities January 2005 - July 2015
Piper Jaffray & Co January 2004 - January 2005
SunTrust Robinson Humphrey January 2001 - January 2004
ING Barings Furman Selz LLC, New York NY January 1997 - January 2001
Memorial Sloan-Kettering Cancer Center January 1993 - January 1995
Skills
Healthcare, Equity Research, Financial Modeling, Valuation, Mergers & Acquisitions, Hedge Funds, Capital Markets, Investments, Equities, Financial Analysis, Management, Private Equity, Leadership, Due Diligence, Analysis, Business Strategy
Education
Purdue University 1996 — 1998
Master of Business Administration, Finance
Pennsylvania State University 1989 — 1993
Bachelor of Science, Health Policy and Administration
Sammy Hicks, III's SunTrust Robinson Humphrey Experience August 2014 - Present
Job Director at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey August 2014 - Present
Boutique Asset Management and Consulting Firm July 2012 - July 2014
Bank of America January 2009 - June 2012
Banc of America Securities, LLC August 2000 - December 2008
Corning Incorporated - Corning Fiber Optics (Telecommunications Division) July 1997 - July 1998
82nd Airborne Division (United States Army) May 1993 - June 1997
Skills
Due Diligence, Mergers, Capital Markets, Portfolio Management, Financial Analysis, Fixed Income, Banking, Finance
Education
Wake Forest University - Babcock Graduate School of Management 1998 — 2000
Master of Business Administration (M.B.A.)
Morehouse College 1989 — 1993
B.A., Accounting
SunTrust Robinson Humphrey August 2014 - Present
Boutique Asset Management and Consulting Firm July 2012 - July 2014
Bank of America January 2009 - June 2012
Banc of America Securities, LLC August 2000 - December 2008
Corning Incorporated - Corning Fiber Optics (Telecommunications Division) July 1997 - July 1998
82nd Airborne Division (United States Army) May 1993 - June 1997
Skills
Due Diligence, Mergers, Capital Markets, Portfolio Management, Financial Analysis, Fixed Income, Banking, Finance
Education
Wake Forest University - Babcock Graduate School of Management 1998 — 2000
Master of Business Administration (M.B.A.)
Morehouse College 1989 — 1993
B.A., Accounting
Eric Schmook's SunTrust Robinson Humphrey Experience August 2006 - September 2007
Job Vice President Regions Bank
Industry Banking
Experience
Atlanta Youth Tennis and Education Foundation January 2014 - Present
Regions Financial Corporation November 2012 - Present
Hayes Family Foundation July 2009 - Present
Atlanta Youth Tennis and Education Foundation April 2012 - December 2013
Regions Financial Corporation March 2009 - November 2012
Regions Financial Corporation September 2007 - March 2009
SunTrust Robinson Humphrey August 2006 - September 2007
Education
Rollins College - Crummer Graduate School of Business 2004 — 2006
Masters, Business Administration
West Virginia Wesleyan College 2000 — 2004
Bachelor, Finance
Atlanta Youth Tennis and Education Foundation January 2014 - Present
Regions Financial Corporation November 2012 - Present
Hayes Family Foundation July 2009 - Present
Atlanta Youth Tennis and Education Foundation April 2012 - December 2013
Regions Financial Corporation March 2009 - November 2012
Regions Financial Corporation September 2007 - March 2009
SunTrust Robinson Humphrey August 2006 - September 2007
Education
Rollins College - Crummer Graduate School of Business 2004 — 2006
Masters, Business Administration
West Virginia Wesleyan College 2000 — 2004
Bachelor, Finance
Marquette Haynes's SunTrust Robinson Humphrey Experience August 2006 - August 2007
Job Sr. Executive Assistant/SE Area Tax Practice
Industry Accounting
Experience
Ernst & Young, LLP September 2013 - Present
Stephens Inc. November 2010 - September 2013
Regions Real Estate Capital Markets September 2007 - January 2009
SunTrust Robinson Humphrey August 2006 - August 2007
Adage Capital Management, LP July 1998 - June 2006
Harvard Management Company 1998 - 2001
Skills
Outlook, PowerPoint, Word, Excel, Administrative Support, Administrative..., Office Management, Training
Education
Northeastern University 2002 — 2004
Finance/Communication
Ernst & Young, LLP September 2013 - Present
Stephens Inc. November 2010 - September 2013
Regions Real Estate Capital Markets September 2007 - January 2009
SunTrust Robinson Humphrey August 2006 - August 2007
Adage Capital Management, LP July 1998 - June 2006
Harvard Management Company 1998 - 2001
Skills
Outlook, PowerPoint, Word, Excel, Administrative Support, Administrative..., Office Management, Training
Education
Northeastern University 2002 — 2004
Finance/Communication
Brent Minner's SunTrust Robinson Humphrey Experience August 2012 - August 2013
Job Associate Brand Manager, Capri Sun
Industry Marketing and Advertising
Experience
The Kraft Heinz Company August 2015 - Present
The Coca-Cola Company June 2014 - August 2014
SunTrust Robinson Humphrey August 2012 - August 2013
Bank of America July 2010 - August 2012
SunTrust Robinson Humphrey June 2008 - August 2010
McKesson 2007 - 2007
Skills
Financial Modeling, Investment Banking, Valuation, Capital Markets, Financial Analysis, Credit Analysis, Corporate Finance, Bloomberg, Portfolio Management, Equities, Middle Market, Hedge Funds, Banking, Due Diligence, Fixed Income
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA)
The University of Georgia 2003 — 2007
Bachelor of Business Administration (B.B.A.), Banking and Financial Support Services
The Kraft Heinz Company August 2015 - Present
The Coca-Cola Company June 2014 - August 2014
SunTrust Robinson Humphrey August 2012 - August 2013
Bank of America July 2010 - August 2012
SunTrust Robinson Humphrey June 2008 - August 2010
McKesson 2007 - 2007
Skills
Financial Modeling, Investment Banking, Valuation, Capital Markets, Financial Analysis, Credit Analysis, Corporate Finance, Bloomberg, Portfolio Management, Equities, Middle Market, Hedge Funds, Banking, Due Diligence, Fixed Income
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA)
The University of Georgia 2003 — 2007
Bachelor of Business Administration (B.B.A.), Banking and Financial Support Services
Amit Hazan's SunTrust Robinson Humphrey Experience August 2012 - June 2015
Job Director Medical Devices at Citi
Industry Research
Experience
Citi June 2015 - Present
SunTrust Robinson Humphrey August 2012 - June 2015
back in july... October 2011 - July 2012
Gleacher & Co, Inc April 2010 - September 2011
Skills
Equity Research, Financial Modeling, Valuation, Capital Markets, Financial Analysis
Education
Santa Clara University - Leavey School of Business
Santa Clara University School of Law
Citi June 2015 - Present
SunTrust Robinson Humphrey August 2012 - June 2015
back in july... October 2011 - July 2012
Gleacher & Co, Inc April 2010 - September 2011
Skills
Equity Research, Financial Modeling, Valuation, Capital Markets, Financial Analysis
Education
Santa Clara University - Leavey School of Business
Santa Clara University School of Law
Derrick P. Haynes's SunTrust Robinson Humphrey Experience July 2010 - June 2012
Job IMD Distribution
Industry Investment Management
Experience
Goldman Sachs January 2015 - Present
Paradigm Asset Management July 2013 - December 2014
SunTrust Robinson Humphrey July 2010 - June 2012
BNY Mellon June 2008 - August 2008
ITG June 2007 - August 2007
Education
Morehouse College 2006 — 2010
B.A., Economics (Concentration in Mathematics)
Rice High School 2002 — 2006
Diploma, High Honors/NYC Regents Honors
Goldman Sachs January 2015 - Present
Paradigm Asset Management July 2013 - December 2014
SunTrust Robinson Humphrey July 2010 - June 2012
BNY Mellon June 2008 - August 2008
ITG June 2007 - August 2007
Education
Morehouse College 2006 — 2010
B.A., Economics (Concentration in Mathematics)
Rice High School 2002 — 2006
Diploma, High Honors/NYC Regents Honors
Locksley Randle's SunTrust Robinson Humphrey Experience September 2015 - Present
Job Portfolio Management Associate at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey September 2015 - Present
SunTrust Robinson Humphrey April 2013 - September 2015
Fidelity Investments June 2012 - April 2013
Fidelity Investments June 2011 - June 2012
United States Senate, Senator Bob Corker May 2010 - July 2010
ProNvest, Inc. July 2009 - August 2009
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Portfolio Management, Analysis, Financial Modeling, Credit Analysis, Public Speaking
Education
University of Richmond - Robins School of Business 2007 — 2011
BSBA, Concentration Finance
Rouen Business School 2009 — 2009
SunTrust Robinson Humphrey September 2015 - Present
SunTrust Robinson Humphrey April 2013 - September 2015
Fidelity Investments June 2012 - April 2013
Fidelity Investments June 2011 - June 2012
United States Senate, Senator Bob Corker May 2010 - July 2010
ProNvest, Inc. July 2009 - August 2009
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Portfolio Management, Analysis, Financial Modeling, Credit Analysis, Public Speaking
Education
University of Richmond - Robins School of Business 2007 — 2011
BSBA, Concentration Finance
Rouen Business School 2009 — 2009
William Hale's SunTrust Robinson Humphrey Experience 2002 - 2004
Job Business Owner at Wintergreen Corporation
Industry Internet
Experience
Wintergreen Corporation March 2000 - Present
Christmas Lights Etc March 2000 - Present
Mr. Costumes June 2008 - Present
Yard Envy April 2005 - Present
SunTrust Robinson Humphrey 2002 - 2004
Fortis, Inc. 2000 - 2002
Kimberly-Clark 1993 - 2000
Education
Middle Tennessee State University 1989 — 1993
B.B.A.,, Computer Information Systems
Wintergreen Corporation March 2000 - Present
Christmas Lights Etc March 2000 - Present
Mr. Costumes June 2008 - Present
Yard Envy April 2005 - Present
SunTrust Robinson Humphrey 2002 - 2004
Fortis, Inc. 2000 - 2002
Kimberly-Clark 1993 - 2000
Education
Middle Tennessee State University 1989 — 1993
B.B.A.,, Computer Information Systems
Robert S. Ashcom's SunTrust Robinson Humphrey Experience September 2005 - Present
Job Managing Director at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey September 2005 - Present
SunTrust Robinson Humphrey March 2003 - September 2005
Banc of America Securities LLC March 1997 - February 2003
Financial Industry Regulatory Authority (FINRA) February 1993 - March 1997
Masterson Moreland Sauer Whisman, Inc. August 1991 - January 1993
Michigan Department of Commerce January 1989 - June 1991
Skills
Capital Markets, Corporate Finance, Due Diligence, Equities, Finance, Financial Modeling, Financial Structuring, Fixed Income, Investment Banking, Mergers, Portfolio Management, Private Equity, Private Placements, Structured Finance, Valuation, Securitization, Mergers & Acquisitions
Education
Southern Methodist University - Cox School of Business
M.B.A., Finance
Michigan State University
B.A., Political Economics
SunTrust Robinson Humphrey September 2005 - Present
SunTrust Robinson Humphrey March 2003 - September 2005
Banc of America Securities LLC March 1997 - February 2003
Financial Industry Regulatory Authority (FINRA) February 1993 - March 1997
Masterson Moreland Sauer Whisman, Inc. August 1991 - January 1993
Michigan Department of Commerce January 1989 - June 1991
Skills
Capital Markets, Corporate Finance, Due Diligence, Equities, Finance, Financial Modeling, Financial Structuring, Fixed Income, Investment Banking, Mergers, Portfolio Management, Private Equity, Private Placements, Structured Finance, Valuation, Securitization, Mergers & Acquisitions
Education
Southern Methodist University - Cox School of Business
M.B.A., Finance
Michigan State University
B.A., Political Economics
Marjorie Enicks's SunTrust Robinson Humphrey Experience June 2015 - Present
Job Corporate & Investment Banking Program Manager
Industry Financial Services
Experience
SunTrust Robinson Humphrey June 2015 - Present
Emory University Goizueta Business School May 2014 - June 2015
Optimum Healthcare IT January 2014 - May 2014
Citi March 2011 - September 2013
Citi November 2010 - March 2011
Skills
Campus Recruiting, Event Planning, Program Management, Outstanding time..., Internal Communications, Management, Banking, Financial Analysis, Recruiting, Strategy, Training
Education
Penn State University 2005 — 2009
Bachelor of Science, Marketing, 3.52 GPA
CEA Abroad - Barcelona 2008 — 2008
SunTrust Robinson Humphrey June 2015 - Present
Emory University Goizueta Business School May 2014 - June 2015
Optimum Healthcare IT January 2014 - May 2014
Citi March 2011 - September 2013
Citi November 2010 - March 2011
Skills
Campus Recruiting, Event Planning, Program Management, Outstanding time..., Internal Communications, Management, Banking, Financial Analysis, Recruiting, Strategy, Training
Education
Penn State University 2005 — 2009
Bachelor of Science, Marketing, 3.52 GPA
CEA Abroad - Barcelona 2008 — 2008
Kylie Durrance's SunTrust Robinson Humphrey Experience October 2013 - March 2015
Job Student at Samford University
Industry Health, Wellness and Fitness
Experience
SunTrust Robinson Humphrey October 2013 - March 2015
Phoenix Elite July 2014 - December 2014
SunTrust Robinson Humphrey June 2012 - September 2013
Praxis Consulting Partners September 2011 - December 2011
Florida Bank May 2011 - August 2011
Education
Samford University 2015 — 2017
Bachelor's Degree, Dietetics and Clinical Nutrition Services
University of Florida 2008 — 2012
Master of Science, Finance
University of Florida 2008 — 2011
Bachelor of Science, Finance
SunTrust Robinson Humphrey October 2013 - March 2015
Phoenix Elite July 2014 - December 2014
SunTrust Robinson Humphrey June 2012 - September 2013
Praxis Consulting Partners September 2011 - December 2011
Florida Bank May 2011 - August 2011
Education
Samford University 2015 — 2017
Bachelor's Degree, Dietetics and Clinical Nutrition Services
University of Florida 2008 — 2012
Master of Science, Finance
University of Florida 2008 — 2011
Bachelor of Science, Finance
foster cougle's SunTrust Robinson Humphrey Experience July 2013 - Present
Job Director
Industry Banking
Experience
SunTrust Robinson Humphrey July 2013 - Present
J.P. Morgan May 2010 - July 2013
Morgan Stanley October 2008 - May 2010
Bear Stearns 2006 - 2008
Education
Rider University 1992 — 1996
SunTrust Robinson Humphrey July 2013 - Present
J.P. Morgan May 2010 - July 2013
Morgan Stanley October 2008 - May 2010
Bear Stearns 2006 - 2008
Education
Rider University 1992 — 1996
Steven C. Cavnar's SunTrust Robinson Humphrey Experience November 1980 - May 2008
Job RetiredDirectorFixed Income Sales at SunTrust Robinson Humphrey
Industry Capital Markets
Experience
SunTrust Robinson Humphrey November 1980 - May 2008
Education
Middle Tennessee State University
SunTrust Robinson Humphrey November 1980 - May 2008
Education
Middle Tennessee State University
Helen Hartz's SunTrust Robinson Humphrey Experience November 2006 - April 2009
Job VP, Portfolio Manager
Industry Banking
Experience
Wells Fargo April 2015 - Present
Regions Financial Corporation May 2009 - May 2014
SunTrust Robinson Humphrey November 2006 - April 2009
Ardent Health Services January 2005 - November 2006
Bank of America October 1999 - July 2002
Skills
Finance, Corporate Finance
Education
Vanderbilt University 2002 — 2004
Master of Business Administration (MBA), Accounting and Finance
Sewanee-The University of the South 1994 — 1998
Bachelor of Arts (B.A.), Economics
Wells Fargo April 2015 - Present
Regions Financial Corporation May 2009 - May 2014
SunTrust Robinson Humphrey November 2006 - April 2009
Ardent Health Services January 2005 - November 2006
Bank of America October 1999 - July 2002
Skills
Finance, Corporate Finance
Education
Vanderbilt University 2002 — 2004
Master of Business Administration (MBA), Accounting and Finance
Sewanee-The University of the South 1994 — 1998
Bachelor of Arts (B.A.), Economics
Donnica Robinson's SunTrust Robinson Humphrey Experience Project CoordinatorMoody's Investors ServiceSeptember 2005 - March 2015
Job Project Coordinator at Moody's Investors Service
Industry
Experience
SunTrust Robinson Humphrey Project CoordinatorMoody's Investors ServiceSeptember 2005 - March 2015
Skills
Project Finance, Capital Markets, Risk Management, Corporate Finance, Economics, Policy Analysis, Due Diligence, Financial Modeling, Public Policy, Investment Banking, International Relations, Analysis, Derivatives, Portfolio Management, Finance, French, Spanish, Financial Analysis, Fixed Income, Financial Services
Education
Pace University - Lubin School of Business 2007 — 2014
Bachelor's Degree, Law and Management
Northcentral University
Master of Business Administration (MBA), Financial Management
SunTrust Robinson Humphrey Project CoordinatorMoody's Investors ServiceSeptember 2005 - March 2015
Skills
Project Finance, Capital Markets, Risk Management, Corporate Finance, Economics, Policy Analysis, Due Diligence, Financial Modeling, Public Policy, Investment Banking, International Relations, Analysis, Derivatives, Portfolio Management, Finance, French, Spanish, Financial Analysis, Fixed Income, Financial Services
Education
Pace University - Lubin School of Business 2007 — 2014
Bachelor's Degree, Law and Management
Northcentral University
Master of Business Administration (MBA), Financial Management
Clifton Jordan II's SunTrust Robinson Humphrey Experience June 2014 - August 2014
Job Financial Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2015 - Present
SunTrust Robinson Humphrey June 2014 - August 2014
UPS June 2013 - August 2013
Education
Morehouse College 2011 — 2015
Wells Fargo July 2015 - Present
SunTrust Robinson Humphrey June 2014 - August 2014
UPS June 2013 - August 2013
Education
Morehouse College 2011 — 2015
Jeffrey Austin's SunTrust Robinson Humphrey Experience December 2014 - Present
Job Managing Director; SunTrust Robinson Humphrey
Industry Capital Markets
Experience
SunTrust Robinson Humphrey December 2014 - Present
Janney Montgomery Scott, LLC March 2009 - December 2014
Citi January 2001 - January 2009
Skills
Idea Person, Hedge Funds, Equity Valuation, Research, Equity Sales, Bloomberg Terminal, Series 7, Investment Advisory, Equity Capital Markets, Equities, Equity Research, Capital Markets
Education
Miami University 1996 — 2000
Bachelor of Science (BS), Finance, General
University School, Hunting Valley, OH 1992 — 1996
SunTrust Robinson Humphrey December 2014 - Present
Janney Montgomery Scott, LLC March 2009 - December 2014
Citi January 2001 - January 2009
Skills
Idea Person, Hedge Funds, Equity Valuation, Research, Equity Sales, Bloomberg Terminal, Series 7, Investment Advisory, Equity Capital Markets, Equities, Equity Research, Capital Markets
Education
Miami University 1996 — 2000
Bachelor of Science (BS), Finance, General
University School, Hunting Valley, OH 1992 — 1996
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY