SunTrust Robinson Humphrey
Industry: Company
DescriptionHeadquarters: Atlanta, Georgia, United States CEO: John N. Gregg Founded: 1995 Subsidiaries: SunTrust Robinson Humphrey, Inc., Research Division, Parent organization: SunTrust Banks
SunTrust Robinson Humphrey List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at SunTrust Robinson Humphrey. You can filter them based on skills, years of employment, job, education, department, and prior employment.
SunTrust Robinson Humphrey Salaries. You can even request information on how much does SunTrust Robinson Humphrey pay if you want to. Learn about salaries, pros and cons of working for SunTrust Robinson Humphrey directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
1,453 SunTrust Robinson Humphrey employees in database. Find out everything there's to know about SunTrust Robinson Humphrey employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
SunTrust Robinson Humphrey Employees
Employee
Years
Job
Industry
David Dent David Dent's SunTrust Robinson Humphrey Experience 1996 - 1998
Job Vice President at The MWM Group
Industry Investment Management
Experience
The MWM Group February 2014 - July 2014
Certis Capital Management 2008 - October 2013
Somera Capital Management August 2008 - November 2008
Archstone-Smith January 2006 - January 2008
StarTek 2004 - 2005
Quiznos 2002 - 2003
Bear Stearns 1999 - 2001
SunTrust Robinson Humphrey 1996 - 1998
Skills
Risk Management, Investments, Portfolio Management, Financial Modeling, Financial Analysis, Valuation, Due Diligence, Asset Managment, Private Equity, Corporate Finance, Mergers, Hedge Funds, Alternative Investments, Accounting, Real Estate, Financial Reporting, Strategic Financial..., Capital Markets, Investment Banking, Forecasting, Asset Management, Acquisitions
Education
The University of Chicago - Booth School of Business 1998 — 2000
Master of Business Administration, Finance, Accounting, and Entrepreneurship
Texas A&M University 1992 — 1996
Bachelor of Business Administration, Finance
The MWM Group February 2014 - July 2014
Certis Capital Management 2008 - October 2013
Somera Capital Management August 2008 - November 2008
Archstone-Smith January 2006 - January 2008
StarTek 2004 - 2005
Quiznos 2002 - 2003
Bear Stearns 1999 - 2001
SunTrust Robinson Humphrey 1996 - 1998
Skills
Risk Management, Investments, Portfolio Management, Financial Modeling, Financial Analysis, Valuation, Due Diligence, Asset Managment, Private Equity, Corporate Finance, Mergers, Hedge Funds, Alternative Investments, Accounting, Real Estate, Financial Reporting, Strategic Financial..., Capital Markets, Investment Banking, Forecasting, Asset Management, Acquisitions
Education
The University of Chicago - Booth School of Business 1998 — 2000
Master of Business Administration, Finance, Accounting, and Entrepreneurship
Texas A&M University 1992 — 1996
Bachelor of Business Administration, Finance
Mark McCall Mark McCall's SunTrust Robinson Humphrey Experience 2008 - 2012
Job Chief Financial Officer at Global Lending Services LLC
Industry Financial Services
Experience
Global Lending Services LLC March 2012 - Present
SunTrust Robinson Humphrey 2008 - 2012
Wachovia Securities 1999 - 2008
Banc of America Securities 1996 - 1999
Lehman Brothers 1994 - 1996
Deloitte & Touche Management Consulting 1991 - 1994
Morgan Stanley 1985 - 1988
Skills
Investment Banking, Finance, Management, Securitization, Financial Services, Banking, Strategic Planning, Corporate Finance, Structured Finance
Education
Darden Graduate School of Business Administration
Masters of Business Administration (MBA)
London School of Economics and Political Science
Economics
University of North Carolina at Chapel Hill
BA, Economics
Global Lending Services LLC March 2012 - Present
SunTrust Robinson Humphrey 2008 - 2012
Wachovia Securities 1999 - 2008
Banc of America Securities 1996 - 1999
Lehman Brothers 1994 - 1996
Deloitte & Touche Management Consulting 1991 - 1994
Morgan Stanley 1985 - 1988
Skills
Investment Banking, Finance, Management, Securitization, Financial Services, Banking, Strategic Planning, Corporate Finance, Structured Finance
Education
Darden Graduate School of Business Administration
Masters of Business Administration (MBA)
London School of Economics and Political Science
Economics
University of North Carolina at Chapel Hill
BA, Economics
Zach Morgan Zach Morgan's SunTrust Robinson Humphrey Experience March 2014 - Present
Job Portfolio Management Analyst at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey March 2014 - Present
Siemens Industry US May 2013 - August 2013
Skills
Microsoft Office, Corporate Finance, Portfolio Management, Leadership, Due Diligence, Analysis, Management
Education
The University of Georgia 2010 — 2013
Bachelor of Business Administration (BBA), Finance and Risk Management
SunTrust Robinson Humphrey March 2014 - Present
Siemens Industry US May 2013 - August 2013
Skills
Microsoft Office, Corporate Finance, Portfolio Management, Leadership, Due Diligence, Analysis, Management
Education
The University of Georgia 2010 — 2013
Bachelor of Business Administration (BBA), Finance and Risk Management
Ryan Franco's SunTrust Robinson Humphrey Experience May 2008 - August 2008
Job Associate Relationship Manager at Wells Fargo
Industry Investment Banking
Experience
Wells Fargo May 2013 - Present
Wells Fargo Securities May 2010 - May 2013
Marsh July 2009 - May 2010
SunTrust Robinson Humphrey May 2008 - August 2008
Siemens Energy & Automation May 2007 - August 2007
Education
The University of Georgia 2004 — 2008
BBA, Finance
University of Georgia - Terry College of Business 2004 — 2008
BBA, Finance
Wells Fargo May 2013 - Present
Wells Fargo Securities May 2010 - May 2013
Marsh July 2009 - May 2010
SunTrust Robinson Humphrey May 2008 - August 2008
Siemens Energy & Automation May 2007 - August 2007
Education
The University of Georgia 2004 — 2008
BBA, Finance
University of Georgia - Terry College of Business 2004 — 2008
BBA, Finance
Gabriel Shaukat's SunTrust Robinson Humphrey Experience June 2008 - June 2011
Job MBA Candidate at Chicago Booth
Industry Financial Services
Experience
Primus Capital Funds August 2011 - August 2014
SunTrust Robinson Humphrey June 2008 - June 2011
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA), Entrepreneurship and Analytic Management
The University of Georgia 2004 — 2008
BBA, Finance
Primus Capital Funds August 2011 - August 2014
SunTrust Robinson Humphrey June 2008 - June 2011
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA), Entrepreneurship and Analytic Management
The University of Georgia 2004 — 2008
BBA, Finance
Craig Berry Craig Berry's SunTrust Robinson Humphrey Experience July 2014 - Present
Job Correspondent/ Investment Banking
Industry Banking
Experience
SunTrust Robinson Humphrey July 2014 - Present
TIB-The Independent BankersBank December 2005 - July 2014
Skills
Commercial Lending, Commercial Banking, Credit, Credit Analysis, Loans
Education
Graduate School of Banking, Boulder CO 2012 — 2014
Banking/Finance
Texas Tech University 2001 — 2005
BA, Finance and Accounting
SunTrust Robinson Humphrey July 2014 - Present
TIB-The Independent BankersBank December 2005 - July 2014
Skills
Commercial Lending, Commercial Banking, Credit, Credit Analysis, Loans
Education
Graduate School of Banking, Boulder CO 2012 — 2014
Banking/Finance
Texas Tech University 2001 — 2005
BA, Finance and Accounting
AC Craft AC Craft's SunTrust Robinson Humphrey Experience May 2010 - August 2010
Job Senior Consultant at IBM
Industry Legal Services
Experience
IBM October 2014 - Present
Berkeley Research Group LLC August 2011 - September 2014
SunTrust Robinson Humphrey May 2010 - August 2010
Skills
SQL Server, SAS/SQL, SAS, Excel, VBA, Valuation, DCF, Data Analysis, Research, Access, SQL, Bloomberg, Microsoft SQL Server, Microsoft Excel
Education
The College of William and Mary - The Mason School of Business 2007 — 2011
BBA, Finance
William & Mary 2007 — 2011
IBM October 2014 - Present
Berkeley Research Group LLC August 2011 - September 2014
SunTrust Robinson Humphrey May 2010 - August 2010
Skills
SQL Server, SAS/SQL, SAS, Excel, VBA, Valuation, DCF, Data Analysis, Research, Access, SQL, Bloomberg, Microsoft SQL Server, Microsoft Excel
Education
The College of William and Mary - The Mason School of Business 2007 — 2011
BBA, Finance
William & Mary 2007 — 2011
Craig Hawkins Craig Hawkins's SunTrust Robinson Humphrey Experience July 2006 - 2014
Job Derivatives Analyst at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust October 2014 - Present
Buckhead Imports Performance August 2012 - Present
SunTrust Robinson Humphrey July 2006 - 2014
Builders Insurance Group March 2003 - July 2006
Association County Commissioners of Georgia March 2000 - March 2003
ING Investment Management August 1999 - March 2000
Skills
Performing month end..., Preparing financials..., Account Reconciliation, Variance Analysis, Investments
Education
The University of Tennessee at Chattanooga 1995 — 1999
Bachelor of Applied Science (B.A.Sc.), Accounting
SunTrust October 2014 - Present
Buckhead Imports Performance August 2012 - Present
SunTrust Robinson Humphrey July 2006 - 2014
Builders Insurance Group March 2003 - July 2006
Association County Commissioners of Georgia March 2000 - March 2003
ING Investment Management August 1999 - March 2000
Skills
Performing month end..., Preparing financials..., Account Reconciliation, Variance Analysis, Investments
Education
The University of Tennessee at Chattanooga 1995 — 1999
Bachelor of Applied Science (B.A.Sc.), Accounting
Jonathan Autrey Jonathan Autrey's SunTrust Robinson Humphrey Experience July 2013 - Present
Job Municipal Bond Trader, Vice President at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey July 2013 - Present
Raymond James Morgan Keegan November 2009 - July 2013
Morgan Keegan February 2007 - November 2009
Wells Fargo June 2006 - January 2007
Education
The University of Memphis 2003 — 2006
Bachelor's degree, Finance, General
SunTrust Robinson Humphrey July 2013 - Present
Raymond James Morgan Keegan November 2009 - July 2013
Morgan Keegan February 2007 - November 2009
Wells Fargo June 2006 - January 2007
Education
The University of Memphis 2003 — 2006
Bachelor's degree, Finance, General
Melissa Shalongo Melissa Shalongo's SunTrust Robinson Humphrey Experience August 2007 - May 2012
Job Certified Yoga Instructor and Certified Life Coach
Industry Health, Wellness and Fitness
Experience
Self-employed January 2013 - Present
SunTrust Robinson Humphrey August 2007 - May 2012
United States District Court 2003 - August 2007
Skills
Investments, Yoga
Education
The University of Georgia 1998 — 2002
Bachelor of Science (B.S.), Psychology
The University of Georgia 1998 — 2002
Bachelor of Arts (B.A.), Criminal Justice
Self-employed January 2013 - Present
SunTrust Robinson Humphrey August 2007 - May 2012
United States District Court 2003 - August 2007
Skills
Investments, Yoga
Education
The University of Georgia 1998 — 2002
Bachelor of Science (B.S.), Psychology
The University of Georgia 1998 — 2002
Bachelor of Arts (B.A.), Criminal Justice
Graham Brown Graham Brown's SunTrust Robinson Humphrey Experience November 2013 - Present
Job Associate at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey November 2013 - Present
SunTrust Robinson Humphrey January 2011 - November 2013
Homrich Berg May 2010 - August 2010
Education
The University of Georgia 2009 — 2010
M.S.
University of South Carolina-Columbia 2005 — 2009
BBA, Finance
SunTrust Robinson Humphrey November 2013 - Present
SunTrust Robinson Humphrey January 2011 - November 2013
Homrich Berg May 2010 - August 2010
Education
The University of Georgia 2009 — 2010
M.S.
University of South Carolina-Columbia 2005 — 2009
BBA, Finance
Brett Botto'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
Textron May 2013 - August 2013
Education
Blessed Trinity
University of Georgia - Terry College of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
The University of Georgia 2009 — 2013
Bachelor of Business Administration, Economics
SunTrust Robinson Humphrey June 2014 - Present
Textron May 2013 - August 2013
Education
Blessed Trinity
University of Georgia - Terry College of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
The University of Georgia 2009 — 2013
Bachelor of Business Administration, Economics
Caroline Farkas Caroline Farkas's SunTrust Robinson Humphrey Experience June 2014 - August 2014
Job Analyst at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets July 2015 - Present
Teach For America July 2014 - May 2015
SunTrust Robinson Humphrey June 2014 - August 2014
ALAC International July 2013 - August 2013
The Next Step Realty July 2012 - August 2013
C. Wonder June 2012 - August 2012
Ventuno Restaurant June 2012 - August 2012
Straight Wharf Restaurant June 2011 - August 2011
Her Campus May 2011 - June 2011
Skills
Customer Service, PowerPoint, Microsoft Office, Matlab, AutoCAD, Open Table, Public Relations, Data Analysis, Event Planning, Time Management
Education
Vanderbilt University 2011 — 2015
Bachelor of Science (B.S.), Engineering Science
Tuck School of Business at Dartmouth 2013 — 2013
Business Bridge Program
The Winsor School 2003 — 2011
The Shady Hill School 1996 — 2003
RBC Capital Markets July 2015 - Present
Teach For America July 2014 - May 2015
SunTrust Robinson Humphrey June 2014 - August 2014
ALAC International July 2013 - August 2013
The Next Step Realty July 2012 - August 2013
C. Wonder June 2012 - August 2012
Ventuno Restaurant June 2012 - August 2012
Straight Wharf Restaurant June 2011 - August 2011
Her Campus May 2011 - June 2011
Skills
Customer Service, PowerPoint, Microsoft Office, Matlab, AutoCAD, Open Table, Public Relations, Data Analysis, Event Planning, Time Management
Education
Vanderbilt University 2011 — 2015
Bachelor of Science (B.S.), Engineering Science
Tuck School of Business at Dartmouth 2013 — 2013
Business Bridge Program
The Winsor School 2003 — 2011
The Shady Hill School 1996 — 2003
Jeremy Mathis Jeremy Mathis's SunTrust Robinson Humphrey Experience 2013 - 2014
Job Experienced Financial Services Professional
Industry Financial Services
Experience
SunTrust Robinson Humphrey 2013 - 2014
Barclays Capital 2011 - 2013
Bank of America Merrill Lynch 2010 - 2010
Oppenheimer & Co. Inc. 2009 - 2010
Raymond James & Associates 2008 - 2009
Platinum Equity LLC 2008 - 2008
Bear, Stearns & Co., Inc. 2007 - 2007
Marsh & McLennan Cos. 2001 - 2005
Skills
Financial Modeling, Investment Banking, Mergers & Acquisitions, Valuation, LBO, Management, Financial Analysis, Due Diligence, Private Equity, DCF, Corporate Finance, Financial Services, Business Development, Business Strategy, Capital Markets, Analysis
Education
UCLA Anderson School of Management 2006 — 2008
Master of Business Administration (M.B.A.), Finance, General
Stockholm School of Economics 2007 — 2008
MBA, Finance
The University of Georgia 1996 — 2000
BBA, Finance
SunTrust Robinson Humphrey 2013 - 2014
Barclays Capital 2011 - 2013
Bank of America Merrill Lynch 2010 - 2010
Oppenheimer & Co. Inc. 2009 - 2010
Raymond James & Associates 2008 - 2009
Platinum Equity LLC 2008 - 2008
Bear, Stearns & Co., Inc. 2007 - 2007
Marsh & McLennan Cos. 2001 - 2005
Skills
Financial Modeling, Investment Banking, Mergers & Acquisitions, Valuation, LBO, Management, Financial Analysis, Due Diligence, Private Equity, DCF, Corporate Finance, Financial Services, Business Development, Business Strategy, Capital Markets, Analysis
Education
UCLA Anderson School of Management 2006 — 2008
Master of Business Administration (M.B.A.), Finance, General
Stockholm School of Economics 2007 — 2008
MBA, Finance
The University of Georgia 1996 — 2000
BBA, Finance
Shane Jarman'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
Warrington Finance Scholars August 2013 - May 2014
Student Finance Group August 2010 - May 2014
SunTrust Robinson Humphrey June 2013 - August 2013
Founders Fund - Mock Investment Fund August 2010 - December 2012
Naples Global Advisors, LLC May 2012 - August 2012
Education
University of Florida 2010 — 2014
Bachelor of Science (BS), Finance, 3.97 GPA
The Hong Kong University of Science and Technology 2013 — 2013
SunTrust Robinson Humphrey June 2014 - Present
Warrington Finance Scholars August 2013 - May 2014
Student Finance Group August 2010 - May 2014
SunTrust Robinson Humphrey June 2013 - August 2013
Founders Fund - Mock Investment Fund August 2010 - December 2012
Naples Global Advisors, LLC May 2012 - August 2012
Education
University of Florida 2010 — 2014
Bachelor of Science (BS), Finance, 3.97 GPA
The Hong Kong University of Science and Technology 2013 — 2013
Jon Kozlowski Jon Kozlowski's SunTrust Robinson Humphrey Experience April 1994 - May 2007
Job Senior Business Consultant at ProfitStars
Industry Banking
Experience
ProfitStars July 2007 - Present
SunTrust Robinson Humphrey April 1994 - May 2007
Skills
Fixed Income Portfolio..., Fixed Income Analysis, Fixed Income, ALM, Interest Rate..., Community Banking, Correspondent Banking, Investment Banking, Credit Analysis, Money Market, Finance, Financial Institutions, Investments, Market Risk, Credit Risk, Commercial Banking, Financial Modeling
Education
State University of New York at Albany
Bachelor of Science (BS), Accounting
The University of Texas at Arlington
Master of Business Administration (MBA), Finance, General
ProfitStars July 2007 - Present
SunTrust Robinson Humphrey April 1994 - May 2007
Skills
Fixed Income Portfolio..., Fixed Income Analysis, Fixed Income, ALM, Interest Rate..., Community Banking, Correspondent Banking, Investment Banking, Credit Analysis, Money Market, Finance, Financial Institutions, Investments, Market Risk, Credit Risk, Commercial Banking, Financial Modeling
Education
State University of New York at Albany
Bachelor of Science (BS), Accounting
The University of Texas at Arlington
Master of Business Administration (MBA), Finance, General
William Corbitt William Corbitt's SunTrust Robinson Humphrey Experience June 2013 - July 2013
Job Investments and Acquisitions at Cortland Partners
Industry Real Estate
Experience
SunTrust Robinson Humphrey June 2013 - July 2013
Lincoln Property Company November 2007 - June 2012
IMG (International Management Group)/Muhleman Marketing - Charlotte, NC January 2007 - May 2007
Stone Manners Talent and Literary Agency - Los Angeles, CA January 2005 - May 2005
Skills
Real Estate, Financial Analysis, Financial Modeling, Real Estate Development, Leases, Real Estate Transactions, Brokerage, Investment Banking, Leveraged Finance
Education
The University of Georgia 2012 — 2014
Master of Business Administration (MBA), Finance
University of South Carolina-Columbia 2002 — 2006
BS, Sport and Entertainment Management
Episcopal High School 1998 — 2002
SunTrust Robinson Humphrey June 2013 - July 2013
Lincoln Property Company November 2007 - June 2012
IMG (International Management Group)/Muhleman Marketing - Charlotte, NC January 2007 - May 2007
Stone Manners Talent and Literary Agency - Los Angeles, CA January 2005 - May 2005
Skills
Real Estate, Financial Analysis, Financial Modeling, Real Estate Development, Leases, Real Estate Transactions, Brokerage, Investment Banking, Leveraged Finance
Education
The University of Georgia 2012 — 2014
Master of Business Administration (MBA), Finance
University of South Carolina-Columbia 2002 — 2006
BS, Sport and Entertainment Management
Episcopal High School 1998 — 2002
Stephen Buell Stephen Buell's SunTrust Robinson Humphrey Experience July 2015 - Present
Job Associate Director of Research at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey July 2015 - Present
Canaccord Genuity Inc. 2010 - 2015
Piper Jaffray 2008 - 2010
Thomas Weisel Partners 2006 - 2008
Prudential Equity Group 2001 - 2006
ING Barings/Furman Selz 1994 - 2001
Furman Selz, Kidder, Hutton, Opco, Mercantile Safe Deposit and Trust 1983 - 1994
Education
The Johns Hopkins University 1979 — 1981
NIH Post Doctoral Fellowship, Neurovirology
University of Rochester School of Medicine and Dentistry 1974 — 1979
Doctor of Philosophy (PhD), Neurobiology and Anatomy
University of Colorado Boulder 1969 — 1974
Bachelor of Science (BS), Biology, General
SunTrust Robinson Humphrey July 2015 - Present
Canaccord Genuity Inc. 2010 - 2015
Piper Jaffray 2008 - 2010
Thomas Weisel Partners 2006 - 2008
Prudential Equity Group 2001 - 2006
ING Barings/Furman Selz 1994 - 2001
Furman Selz, Kidder, Hutton, Opco, Mercantile Safe Deposit and Trust 1983 - 1994
Education
The Johns Hopkins University 1979 — 1981
NIH Post Doctoral Fellowship, Neurovirology
University of Rochester School of Medicine and Dentistry 1974 — 1979
Doctor of Philosophy (PhD), Neurobiology and Anatomy
University of Colorado Boulder 1969 — 1974
Bachelor of Science (BS), Biology, General
Nick Grant Nick Grant's SunTrust Robinson Humphrey Experience June 2014 - March 2015
Job Associate at KBW
Industry Investment Banking
Experience
KBW March 2015 - Present
SunTrust Robinson Humphrey June 2014 - March 2015
SunTrust Bank December 2013 - June 2014
SunTrust Bank May 2013 - August 2013
Gardnyr Michael Capital January 2013 - May 2013
Skills
Financial Modeling, Microsoft Excel
Education
Spring Hill College 2010 — 2014
Bachelor's degree, Finance and Economics
KBW March 2015 - Present
SunTrust Robinson Humphrey June 2014 - March 2015
SunTrust Bank December 2013 - June 2014
SunTrust Bank May 2013 - August 2013
Gardnyr Michael Capital January 2013 - May 2013
Skills
Financial Modeling, Microsoft Excel
Education
Spring Hill College 2010 — 2014
Bachelor's degree, Finance and Economics
Clint Bryant Clint Bryant's SunTrust Robinson Humphrey Experience July 2013 - Present
Job Managing Director at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey July 2013 - Present
Fifth Third Bank May 2011 - June 2013
Wells Fargo May 2005 - June 2011
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Portfolio Management, Mergers & Acquisitions, Banking, Credit, Investments, Valuation, Capital Markets
Education
Texas Tech University 1992 — 1996
Bachelor of Business Administration (BBA), Finance
SunTrust Robinson Humphrey July 2013 - Present
Fifth Third Bank May 2011 - June 2013
Wells Fargo May 2005 - June 2011
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Portfolio Management, Mergers & Acquisitions, Banking, Credit, Investments, Valuation, Capital Markets
Education
Texas Tech University 1992 — 1996
Bachelor of Business Administration (BBA), Finance
Raymond Brady Raymond Brady's SunTrust Robinson Humphrey Experience August 2015 - Present
Job Business Development Analyst at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey August 2015 - Present
SunTrust Robinson Humphrey July 2013 - August 2015
Wells Fargo Advisors July 2012 - August 2012
Rhodes Financial Services June 2011 - July 2011
Skills
Microsoft Office, Microsoft Word, PowerPoint, Sales, Social Media, Microsoft Excel
Education
The University of Georgia 2008 — 2013
Bachelor of Business Administration (BBA), Accounting
The University of Georgia 2008 — 2013
Bachelor of Business Administration (BBA), Finance
SunTrust Robinson Humphrey August 2015 - Present
SunTrust Robinson Humphrey July 2013 - August 2015
Wells Fargo Advisors July 2012 - August 2012
Rhodes Financial Services June 2011 - July 2011
Skills
Microsoft Office, Microsoft Word, PowerPoint, Sales, Social Media, Microsoft Excel
Education
The University of Georgia 2008 — 2013
Bachelor of Business Administration (BBA), Accounting
The University of Georgia 2008 — 2013
Bachelor of Business Administration (BBA), Finance
Eric Clubb Eric Clubb's SunTrust Robinson Humphrey Experience August 2005 - Present
Job Fixed Income Sales at SunTrust Robinson Humphrey, Inc.
Industry Investment Banking
Experience
SunTrust Robinson Humphrey August 2005 - Present
Ameriprise Financial Services, Inc. March 2004 - August 2005
Sunrise GMC October 2003 - March 2004
Skills
Fixed Income, Customer Service, Banking, Series 7, Sales, Portfolio Management, Compliance Management, Bloomberg, Capital Markets, Problem Solving, Series 66, Microsoft Office
Education
The University of Memphis 1999 — 2003
Bachelor of Arts (B.A.), Communication and Media Studies
The University of Memphis
SunTrust Robinson Humphrey August 2005 - Present
Ameriprise Financial Services, Inc. March 2004 - August 2005
Sunrise GMC October 2003 - March 2004
Skills
Fixed Income, Customer Service, Banking, Series 7, Sales, Portfolio Management, Compliance Management, Bloomberg, Capital Markets, Problem Solving, Series 66, Microsoft Office
Education
The University of Memphis 1999 — 2003
Bachelor of Arts (B.A.), Communication and Media Studies
The University of Memphis
John Loftin John Loftin's SunTrust Robinson Humphrey Experience December 2013 - Present
Job Analyst at SunTrust Robinson Humphrey
Industry Investment Banking
Aaron Toomey Aaron Toomey's SunTrust Robinson Humphrey Experience July 2015 - Present
Job Associate Mergers and Acquisitions at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey July 2015 - Present
J.P. Morgan July 2014 - July 2015
J.P. Morgan June 2013 - August 2013
Goldman Sachs July 2009 - August 2012
Skills
Microsoft Excel, Mergers & Acquisitions, Valuation, Financial Modeling, Microsoft Office, PowerPoint, Microsoft Word, Research, Teamwork, English, Windows, Banking, LBO, Corporate Finance, Financial Analysis, Investment Banking, DCF, Business Valuation
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Accounting and Finance
Washington and Lee University 2005 — 2009
Bachelor of Arts (B.A.), Economics
SunTrust Robinson Humphrey July 2015 - Present
J.P. Morgan July 2014 - July 2015
J.P. Morgan June 2013 - August 2013
Goldman Sachs July 2009 - August 2012
Skills
Microsoft Excel, Mergers & Acquisitions, Valuation, Financial Modeling, Microsoft Office, PowerPoint, Microsoft Word, Research, Teamwork, English, Windows, Banking, LBO, Corporate Finance, Financial Analysis, Investment Banking, DCF, Business Valuation
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Accounting and Finance
Washington and Lee University 2005 — 2009
Bachelor of Arts (B.A.), Economics
Andrew Turnbull Andrew Turnbull's SunTrust Robinson Humphrey Experience July 2006 - September 2007
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan October 2013 - Present
Outerwall (formerly Redbox/Coinstar) August 2012 - October 2013
Outerwall (formerly Redbox/Coinstar) September 2011 - August 2012
Duff & Phelps September 2007 - September 2011
SunTrust Robinson Humphrey July 2006 - September 2007
Skills
Investment Banking, Financial Modeling, Mergers, Quantitative, Excel, Team Management, Team Leadership, Financial Analysis, Leadership Development, Investments, Joint Ventures, Structuring, Valuation, Corporate Finance, Business Valuation, Venture Capital, Debt, DCF, Credit Analysis, Industry Analysis, Mergers & Acquisitions, Due Diligence, Corporate Development, Acquisitions
Education
The University of Chicago - Booth School of Business
MBA, Finance, Economics and Accounting
University of Florida
Business Administration, Finance, Magna Cum Laude
J.P. Morgan October 2013 - Present
Outerwall (formerly Redbox/Coinstar) August 2012 - October 2013
Outerwall (formerly Redbox/Coinstar) September 2011 - August 2012
Duff & Phelps September 2007 - September 2011
SunTrust Robinson Humphrey July 2006 - September 2007
Skills
Investment Banking, Financial Modeling, Mergers, Quantitative, Excel, Team Management, Team Leadership, Financial Analysis, Leadership Development, Investments, Joint Ventures, Structuring, Valuation, Corporate Finance, Business Valuation, Venture Capital, Debt, DCF, Credit Analysis, Industry Analysis, Mergers & Acquisitions, Due Diligence, Corporate Development, Acquisitions
Education
The University of Chicago - Booth School of Business
MBA, Finance, Economics and Accounting
University of Florida
Business Administration, Finance, Magna Cum Laude
Danny Mansberg Danny Mansberg's SunTrust Robinson Humphrey Experience October 2004 - May 2005
Job Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC April 2010 - Present
Raymond James & Associates May 2005 - October 2010
SunTrust Robinson Humphrey October 2004 - May 2005
NBC Capital Markets Group February 1999 - October 2004
Skills
Investments, Securities, Retirement Planning, Asset Allocation, Financial Services, Retirement Plan..., Strategic Planning, 401k Rollovers, Financial Analysis, Fixed Income Strategies, Insurance, Retirement, Business Owner Planning, Financial Advisory, Investment Planning, Investment Strategies, Multi-Generational..., Risk Management, Stock Analysis, Tax Efficient Strategies
Education
The University of Georgia 1983 — 1987
B.A., Economics
Wells Fargo Advisors, LLC April 2010 - Present
Raymond James & Associates May 2005 - October 2010
SunTrust Robinson Humphrey October 2004 - May 2005
NBC Capital Markets Group February 1999 - October 2004
Skills
Investments, Securities, Retirement Planning, Asset Allocation, Financial Services, Retirement Plan..., Strategic Planning, 401k Rollovers, Financial Analysis, Fixed Income Strategies, Insurance, Retirement, Business Owner Planning, Financial Advisory, Investment Planning, Investment Strategies, Multi-Generational..., Risk Management, Stock Analysis, Tax Efficient Strategies
Education
The University of Georgia 1983 — 1987
B.A., Economics
Joseph Bubniak Joseph Bubniak's SunTrust Robinson Humphrey Experience September 2015 - Present
Job Investment Banking Analyst at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey September 2015 - Present
KeyBank July 2014 - September 2015
UBS Financial Services June 2012 - August 2012
Syracuse University January 2012 - May 2012
U.S. House of Representatives May 2011 - August 2011
Attorney Richard J. Margenot LLC, Attorney At Law May 2011 - August 2011
Aston Magna Foundation for Music 2008 - 2010
Skills
Microsoft Excel, Editing, Statistics, Analysis, SPSS, Microsoft Office, Accounting, Data Analysis, Economics, PowerPoint, Bloomberg Terminal, Microsoft Word, Stata, Politics, Financial Modeling
Education
Syracuse University 2009 — 2013
Bachelor of Arts (B.A.), Dual Major, Economics and Political Science
Syracuse University - Maxwell School 2009 — 2013
SunTrust Robinson Humphrey September 2015 - Present
KeyBank July 2014 - September 2015
UBS Financial Services June 2012 - August 2012
Syracuse University January 2012 - May 2012
U.S. House of Representatives May 2011 - August 2011
Attorney Richard J. Margenot LLC, Attorney At Law May 2011 - August 2011
Aston Magna Foundation for Music 2008 - 2010
Skills
Microsoft Excel, Editing, Statistics, Analysis, SPSS, Microsoft Office, Accounting, Data Analysis, Economics, PowerPoint, Bloomberg Terminal, Microsoft Word, Stata, Politics, Financial Modeling
Education
Syracuse University 2009 — 2013
Bachelor of Arts (B.A.), Dual Major, Economics and Political Science
Syracuse University - Maxwell School 2009 — 2013
Jerry Singh Jerry Singh's SunTrust Robinson Humphrey Experience June 2014 - July 2015
Job Strategy Analyst, Cox Communications
Industry Telecommunications
Experience
Cox Communications July 2015 - Present
SunTrust Robinson Humphrey June 2014 - July 2015
Wells Fargo Securities June 2013 - August 2013
Education
University of Florida 2011 — 2013
Bachelor of Business Administration (B.B.A.), Major: Finance; Minor: Information Systems; Advanced Math
London School of Economics and Political Science 2010 — 2011
General Course Student
Cranbrook Kingswood
Cox Communications July 2015 - Present
SunTrust Robinson Humphrey June 2014 - July 2015
Wells Fargo Securities June 2013 - August 2013
Education
University of Florida 2011 — 2013
Bachelor of Business Administration (B.B.A.), Major: Finance; Minor: Information Systems; Advanced Math
London School of Economics and Political Science 2010 — 2011
General Course Student
Cranbrook Kingswood
Bradley Evans's SunTrust Robinson Humphrey Experience September 2008 - December 2011
Job Managing Director at Hall & Evans, LLC
Industry Venture Capital & Private Equity
Experience
Hall & Evans, LLC October 2014 - Present
TriNet January 2014 - April 2015
Georgia Health Plan Trust January 2012 - July 2013
SunTrust Robinson Humphrey September 2008 - December 2011
Education
The University of Georgia
B.S., Econ
Hall & Evans, LLC October 2014 - Present
TriNet January 2014 - April 2015
Georgia Health Plan Trust January 2012 - July 2013
SunTrust Robinson Humphrey September 2008 - December 2011
Education
The University of Georgia
B.S., Econ
Sonia Goel Sonia Goel's SunTrust Robinson Humphrey Experience May 2011 - July 2011
Job Business Analyst at Troutman Sanders
Industry Financial Services
Experience
Troutman Sanders LLP June 2015 - Present
The Home Depot June 2014 - June 2015
Kimberly-Clark June 2012 - June 2014
SunTrust Robinson Humphrey May 2011 - July 2011
Zale August 2010 - May 2011
Vector Marketing May 2009 - August 2010
Skills
Financial Analysis, Financial Reporting, SAP, SAP BW, Variance Analysis, Data Analysis, Financial Forecasting, Forecasting, Capital Appropriation, Budgeting, Product Cost Analysis, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Budgets, Cross-functional Team..., Leadership
Education
The University of Georgia 2008 — 2012
Bachelor of Business Administration, Finance
The University of Georgia 2008 — 2012
Bachelor of Science, Psychology
Troutman Sanders LLP June 2015 - Present
The Home Depot June 2014 - June 2015
Kimberly-Clark June 2012 - June 2014
SunTrust Robinson Humphrey May 2011 - July 2011
Zale August 2010 - May 2011
Vector Marketing May 2009 - August 2010
Skills
Financial Analysis, Financial Reporting, SAP, SAP BW, Variance Analysis, Data Analysis, Financial Forecasting, Forecasting, Capital Appropriation, Budgeting, Product Cost Analysis, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Budgets, Cross-functional Team..., Leadership
Education
The University of Georgia 2008 — 2012
Bachelor of Business Administration, Finance
The University of Georgia 2008 — 2012
Bachelor of Science, Psychology
Howard Brantly Howard Brantly's SunTrust Robinson Humphrey Experience 2002 - 2003
Job Presales Technical Consultant at HP Enterprise Security
Industry Information Technology and Services
Experience
HP Enterprise Security April 2013 - Present
Accuvant October 2008 - April 2013
Solunet August 2007 - September 2008
ConSentry Networks October 2006 - July 2007
Florida Department of Transportation March 2004 - September 2006
SunTrust Robinson Humphrey 2002 - 2003
Skills
Networking, Juniper, Network Security, CCNA, Cisco Technologies, Wireless, Data Center, Computer Security, Security, Pre-sales, Firewalls, Virtualization, Channel Partners, Storage
Education
The University of Georgia 1995 — 1997
BS, Consumer Econ
Etowah 1980 — 1988
High School
High School 1982 — 1986
HP Enterprise Security April 2013 - Present
Accuvant October 2008 - April 2013
Solunet August 2007 - September 2008
ConSentry Networks October 2006 - July 2007
Florida Department of Transportation March 2004 - September 2006
SunTrust Robinson Humphrey 2002 - 2003
Skills
Networking, Juniper, Network Security, CCNA, Cisco Technologies, Wireless, Data Center, Computer Security, Security, Pre-sales, Firewalls, Virtualization, Channel Partners, Storage
Education
The University of Georgia 1995 — 1997
BS, Consumer Econ
Etowah 1980 — 1988
High School
High School 1982 — 1986
David Gratz David Gratz's SunTrust Robinson Humphrey Experience 2015 - Present
Job Director Capital Markets Origination at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey 2015 - Present
Lloyds Bank 2010 - 2015
ANZ Investment Bank 2009 - 2010
Morgan Stanley 2007 - 2008
Wachovia Bank 1999 - 2007
Standard Chartered Bank 1996 - 1998
AIG 1994 - 1996
Skills
FX Options, Capital Markets, Hedging, Derivatives, Interest Rate..., Foreign Exchange, Swaps, Commodity, Hedge Funds, Corporate Finance, Risk Management, Credit Risk, Asset Management, Financial Markets, Banking, Financial Risk
Education
Syracuse University 1991 — 1993
B.S.
SunTrust Robinson Humphrey 2015 - Present
Lloyds Bank 2010 - 2015
ANZ Investment Bank 2009 - 2010
Morgan Stanley 2007 - 2008
Wachovia Bank 1999 - 2007
Standard Chartered Bank 1996 - 1998
AIG 1994 - 1996
Skills
FX Options, Capital Markets, Hedging, Derivatives, Interest Rate..., Foreign Exchange, Swaps, Commodity, Hedge Funds, Corporate Finance, Risk Management, Credit Risk, Asset Management, Financial Markets, Banking, Financial Risk
Education
Syracuse University 1991 — 1993
B.S.
Mark Loeffler Mark Loeffler's SunTrust Robinson Humphrey Experience July 2001 - March 2006
Job Managing Director at VRA Partners, LLC
Industry Investment Banking
Experience
VRA Partners, LLC 2006 - Present
SunTrust Robinson Humphrey July 2001 - March 2006
The Robinson Humphrey Company February 2000 - July 2001
Powell Goldstein LLP June 1995 - January 2000
Jones Day July 1989 - May 1995
Skills
Private Equity, Investment Banking, Capital Markets, Valuation, Private Placements, Mergers, LBO, Corporate Finance, Recapitalizations, Financial Modeling, Venture Capital, Equities, Due Diligence, Capital Raising, Financial Structuring, Leveraged Finance, Mergers & Acquisitions, Corporate Development, M&A experience, Securities, Business Valuation, Structured Finance, IPO, Equity Research, Divestitures, Growth Capital, Mezzanine
Education
University of Georgia School of Law 1986 — 1989
J.D., Securites; Corporate Finance
The University of Georgia 1983 — 1989
BBA; JD, Corporate Finance; Law
University of Georgia - Terry College of Business 1983 — 1986
B.B.A, Corporate Finance
VRA Partners, LLC 2006 - Present
SunTrust Robinson Humphrey July 2001 - March 2006
The Robinson Humphrey Company February 2000 - July 2001
Powell Goldstein LLP June 1995 - January 2000
Jones Day July 1989 - May 1995
Skills
Private Equity, Investment Banking, Capital Markets, Valuation, Private Placements, Mergers, LBO, Corporate Finance, Recapitalizations, Financial Modeling, Venture Capital, Equities, Due Diligence, Capital Raising, Financial Structuring, Leveraged Finance, Mergers & Acquisitions, Corporate Development, M&A experience, Securities, Business Valuation, Structured Finance, IPO, Equity Research, Divestitures, Growth Capital, Mezzanine
Education
University of Georgia School of Law 1986 — 1989
J.D., Securites; Corporate Finance
The University of Georgia 1983 — 1989
BBA; JD, Corporate Finance; Law
University of Georgia - Terry College of Business 1983 — 1986
B.B.A, Corporate Finance
Samia Siddiqui's SunTrust Robinson Humphrey Experience April 2015 - Present
Job Rising Investment Banking Analyst at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey April 2015 - Present
The Home Depot April 2014 - August 2014
Golden Triangle Shows May 2012 - August 2012
Vinny's Italian Restaurant May 2012 - July 2012
Education
The University of Georgia 2011 — 2016
Bachelor of Business Administration (B.B.A.), Finance & Management Information Systems
SunTrust Robinson Humphrey April 2015 - Present
The Home Depot April 2014 - August 2014
Golden Triangle Shows May 2012 - August 2012
Vinny's Italian Restaurant May 2012 - July 2012
Education
The University of Georgia 2011 — 2016
Bachelor of Business Administration (B.B.A.), Finance & Management Information Systems
Chris Brimsek's SunTrust Robinson Humphrey Experience June 2008 - August 2008
Job MBA Candidate at Harvard Business School
Industry Venture Capital & Private Equity
Experience
Harvard Business School June 2015 - Present
The Carlyle Group March 2012 - June 2015
Blackstreet Capital July 2011 - March 2012
Stephens Inc. July 2009 - June 2011
SunTrust Robinson Humphrey June 2008 - August 2008
Smith Barney June 2007 - June 2007
Smith Barney June 2006 - July 2006
Legg Mason July 2005 - August 2005
Skills
Investment Banking, Private Equity, Financial Modeling, Financial Analysis, LBO, Research, Mergers & Acquisitions, Valuation, Investments, Speech Writing, Capital Markets, Presentations, Due Diligence, Fundraising, Public Speaking
Education
Washington and Lee University 2005 — 2009
Bachelor of Science (B.S.), Business Administration, With Special Attainments in Commerce
London School of Economics and Political Science, U. of London
International Business; Business Development & IT Innovation
Ishikawa Foundation for International Exchange
Japanese Language/Culture Studies
Harvard Business School June 2015 - Present
The Carlyle Group March 2012 - June 2015
Blackstreet Capital July 2011 - March 2012
Stephens Inc. July 2009 - June 2011
SunTrust Robinson Humphrey June 2008 - August 2008
Smith Barney June 2007 - June 2007
Smith Barney June 2006 - July 2006
Legg Mason July 2005 - August 2005
Skills
Investment Banking, Private Equity, Financial Modeling, Financial Analysis, LBO, Research, Mergers & Acquisitions, Valuation, Investments, Speech Writing, Capital Markets, Presentations, Due Diligence, Fundraising, Public Speaking
Education
Washington and Lee University 2005 — 2009
Bachelor of Science (B.S.), Business Administration, With Special Attainments in Commerce
London School of Economics and Political Science, U. of London
International Business; Business Development & IT Innovation
Ishikawa Foundation for International Exchange
Japanese Language/Culture Studies
Mark Mattson Mark Mattson's SunTrust Robinson Humphrey Experience August 1996 - August 2007
Job Chief Credit Officer & Head of Healthcare Banking at CapStar Bank
Industry Banking
Experience
CapStar Bank August 2007 - Present
SunTrust Robinson Humphrey August 1996 - August 2007
First American National Bank July 1989 - August 1996
Skills
Credit, Banking, Risk Management, New Business Development, Credit Analysis, Underwriting, Sales Management, Loans, Commercial Banking, Commercial Lending, Small Business Lending, Credit Risk, Portfolio Management, Commercial Mortgages, Financial Analysis, Consumer Lending, Treasury Management, Loan Origination, Financial Institutions, Finance, Lines Of Credit, Financial Risk, Cash Management, Mortgage Lending, Retail Banking, Investments, Executive Management, Relationship Management, Private Banking, Series 7, Financial Structuring, Cash Flow Lending, Corporate Finance, Construction Loans, Cross Selling
Education
Texas A&M University 1987 — 1989
MBA, Finance
Tennessee Technological University - College of Business Administration 1983 — 1987
B.S., Human Resources
CapStar Bank August 2007 - Present
SunTrust Robinson Humphrey August 1996 - August 2007
First American National Bank July 1989 - August 1996
Skills
Credit, Banking, Risk Management, New Business Development, Credit Analysis, Underwriting, Sales Management, Loans, Commercial Banking, Commercial Lending, Small Business Lending, Credit Risk, Portfolio Management, Commercial Mortgages, Financial Analysis, Consumer Lending, Treasury Management, Loan Origination, Financial Institutions, Finance, Lines Of Credit, Financial Risk, Cash Management, Mortgage Lending, Retail Banking, Investments, Executive Management, Relationship Management, Private Banking, Series 7, Financial Structuring, Cash Flow Lending, Corporate Finance, Construction Loans, Cross Selling
Education
Texas A&M University 1987 — 1989
MBA, Finance
Tennessee Technological University - College of Business Administration 1983 — 1987
B.S., Human Resources
Craig Geriner's SunTrust Robinson Humphrey Experience August 1998 - October 1999
Job Sales Representative at Apria Healthcare
Industry
Experience
Apria Healthcare February 2014 - Present
Savannah College of Art and Design August 2012 - February 2014
Ricoh Americas Corporation March 2012 - October 2012
PDI, Inc. October 2010 - December 2011
Merck January 2007 - January 2009
Merck August 2005 - January 2007
Merck January 2004 - August 2005
Merck August 2002 - January 2004
Merck October 1999 - August 2002
SunTrust Robinson Humphrey August 1998 - October 1999
Education
The University of Georgia
BBA, International Business, Spanish
Apria Healthcare February 2014 - Present
Savannah College of Art and Design August 2012 - February 2014
Ricoh Americas Corporation March 2012 - October 2012
PDI, Inc. October 2010 - December 2011
Merck January 2007 - January 2009
Merck August 2005 - January 2007
Merck January 2004 - August 2005
Merck August 2002 - January 2004
Merck October 1999 - August 2002
SunTrust Robinson Humphrey August 1998 - October 1999
Education
The University of Georgia
BBA, International Business, Spanish
Michelle Kourakin's SunTrust Robinson Humphrey Experience June 2012 - August 2013
Job Analyst at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs August 2013 - Present
SunTrust Robinson Humphrey June 2012 - August 2013
C4Capital Markets February 2012 - May 2012
Global Healthcare Capital December 2010 - December 2011
Global Healthcare Capital June 2010 - December 2010
Century 21 Glencove-Morris May 2007 - June 2010
UGAboard.com September 2009 - May 2010
Newell Rubbermaid 2008 - 2008
UGA's Top Entrepreneur Competition 2008 - 2008
Skills
Leadership, Marketing Strategy, Fundraising, Financial Analysis, Financial Modeling, Valuation, Real Estate Economics, Due Diligence, Investments, Capital Markets, Corporate Finance, Asset Management, Real Estate, Investment Banking, Microsoft Excel, Finance, Acquisitions, Investment Properties, Business Strategy, Business Valuation
Education
The University of Georgia 2007 — 2012
Bachelors, Finance, 3.65
University of Georgia - Terry College of Business 2007 — 2012
Finance
Arizona State University 2010 — 2011
Bachelor's degree, Finance, General
Goldman Sachs August 2013 - Present
SunTrust Robinson Humphrey June 2012 - August 2013
C4Capital Markets February 2012 - May 2012
Global Healthcare Capital December 2010 - December 2011
Global Healthcare Capital June 2010 - December 2010
Century 21 Glencove-Morris May 2007 - June 2010
UGAboard.com September 2009 - May 2010
Newell Rubbermaid 2008 - 2008
UGA's Top Entrepreneur Competition 2008 - 2008
Skills
Leadership, Marketing Strategy, Fundraising, Financial Analysis, Financial Modeling, Valuation, Real Estate Economics, Due Diligence, Investments, Capital Markets, Corporate Finance, Asset Management, Real Estate, Investment Banking, Microsoft Excel, Finance, Acquisitions, Investment Properties, Business Strategy, Business Valuation
Education
The University of Georgia 2007 — 2012
Bachelors, Finance, 3.65
University of Georgia - Terry College of Business 2007 — 2012
Finance
Arizona State University 2010 — 2011
Bachelor's degree, Finance, General
Barrett Biringer Barrett Biringer's SunTrust Robinson Humphrey Experience January 2010 - July 2012
Job Associate at Plexus Capital, LLC
Industry Venture Capital & Private Equity
Experience
Plexus Capital, LLC June 2014 - Present
The Home Depot May 2013 - August 2013
Triangle Capital Corporation March 2013 - May 2013
SunTrust Robinson Humphrey January 2010 - July 2012
Stephens Inc. June 2009 - January 2010
Skills
Financial Analysis, Financial Modeling, Investment Banking, Credit Risk, Leveraged Lending, Cash Flow Lending, Financial Statement..., Banking, Underwriting, Portfolio Management, Due Diligence
Education
Kenan-Flagler Business School 2012 — 2014
Master of Business Administration (MBA)
The University of Georgia 2005 — 2009
Bachelor of Business Administration (BBA), Finance, Real Estate
Plexus Capital, LLC June 2014 - Present
The Home Depot May 2013 - August 2013
Triangle Capital Corporation March 2013 - May 2013
SunTrust Robinson Humphrey January 2010 - July 2012
Stephens Inc. June 2009 - January 2010
Skills
Financial Analysis, Financial Modeling, Investment Banking, Credit Risk, Leveraged Lending, Cash Flow Lending, Financial Statement..., Banking, Underwriting, Portfolio Management, Due Diligence
Education
Kenan-Flagler Business School 2012 — 2014
Master of Business Administration (MBA)
The University of Georgia 2005 — 2009
Bachelor of Business Administration (BBA), Finance, Real Estate
Ron Patrick Ron Patrick's SunTrust Robinson Humphrey Experience January 2001 - May 2008
Job Senior Solutions Architect at PossibleNOW
Industry Computer Software
Experience
PossibleNOW January 2015 - Present
SolTech Inc. April 2014 - December 2014
ZigGig, Inc. 2010 - December 2014
New Technology Solutions Group September 1995 - December 2014
Implantable Provider Group August 2012 - August 2013
LexisNexis March 2008 - May 2012
SunTrust Robinson Humphrey January 2001 - May 2008
AmeriFleet Transportation June 2003 - May 2005
MCI Communications 1996 - 1998
Microbilt 1990 - 1995
Skills
Business Intelligence, Business Analysis, Microsoft SQL Server, Object Oriented Design, Software Development, SDLC, .NET, Databases, C++, Agile Methodologies, Business Process, Solution Architecture, Data Warehousing, Management, Enterprise Software, Java, IT Strategy, Oracle, C#, SSIS, ASP.NET, Unix, Integration, Software Project..., Web Services, XML, SQL, Architecture, Requirements Analysis, Enterprise Architecture, Database Design, Data Modeling, SOA, ETL, SSRS, SharePoint, T-SQL, Scrum, Architectures, Cloud Computing, Software Engineering, Start-ups, Agile Project Management, SaaS, Web Applications, Software Design, Leadership
Education
The University of Georgia 1982 — 1986
BS, Computer Science
PossibleNOW January 2015 - Present
SolTech Inc. April 2014 - December 2014
ZigGig, Inc. 2010 - December 2014
New Technology Solutions Group September 1995 - December 2014
Implantable Provider Group August 2012 - August 2013
LexisNexis March 2008 - May 2012
SunTrust Robinson Humphrey January 2001 - May 2008
AmeriFleet Transportation June 2003 - May 2005
MCI Communications 1996 - 1998
Microbilt 1990 - 1995
Skills
Business Intelligence, Business Analysis, Microsoft SQL Server, Object Oriented Design, Software Development, SDLC, .NET, Databases, C++, Agile Methodologies, Business Process, Solution Architecture, Data Warehousing, Management, Enterprise Software, Java, IT Strategy, Oracle, C#, SSIS, ASP.NET, Unix, Integration, Software Project..., Web Services, XML, SQL, Architecture, Requirements Analysis, Enterprise Architecture, Database Design, Data Modeling, SOA, ETL, SSRS, SharePoint, T-SQL, Scrum, Architectures, Cloud Computing, Software Engineering, Start-ups, Agile Project Management, SaaS, Web Applications, Software Design, Leadership
Education
The University of Georgia 1982 — 1986
BS, Computer Science
Paul Severn Paul Severn's SunTrust Robinson Humphrey Experience September 1996 - Present
Job Managing Director SunTrust Robinson Humphrey
Industry Banking
Experience
SunTrust Robinson Humphrey September 1996 - Present
USBank August 1993 - August 1996
Travelers Insurance June 1989 - June 1992
Skills
Origination, Debt, Structured Finance, Capital Markets, Structuring, Investment Banking, Credit Analysis, Valuation, Transaction, Syndication, Fixed Income, Corporate Finance, Asset Management, Investments, Loans, Due Diligence, Underwriting, Portfolio Management, Asset, Financial Analysis, Credit, Restructuring, Leases, Risk Management, Banking, Real Estate, CMBS, Negotiation, Business Analysis, Strategic Planning, Private Placements
Education
University of Minnesota - Carlson School of Management 1992 — 1993
MBA, Finance
The University of North Dakota 1983 — 1989
BBA, Finance
Lakenheath American High School 1979 — 1983
SunTrust Robinson Humphrey September 1996 - Present
USBank August 1993 - August 1996
Travelers Insurance June 1989 - June 1992
Skills
Origination, Debt, Structured Finance, Capital Markets, Structuring, Investment Banking, Credit Analysis, Valuation, Transaction, Syndication, Fixed Income, Corporate Finance, Asset Management, Investments, Loans, Due Diligence, Underwriting, Portfolio Management, Asset, Financial Analysis, Credit, Restructuring, Leases, Risk Management, Banking, Real Estate, CMBS, Negotiation, Business Analysis, Strategic Planning, Private Placements
Education
University of Minnesota - Carlson School of Management 1992 — 1993
MBA, Finance
The University of North Dakota 1983 — 1989
BBA, Finance
Lakenheath American High School 1979 — 1983
John Rizzuto John Rizzuto's SunTrust Robinson Humphrey Experience September 2014 - Present
Job
Industry Financial Services
Experience
SunTrust Robinson Humphrey September 2014 - Present
Gartner January 2007 - September 2014
Credit Suisse May 1999 - December 2005
Skills
Financial Analysis, Competitive Intelligence, Strategy, Go-to-market Strategy, Competitive Analysis, Technology Research, Forecasting, Portfolio Management, Research, Diplomacy, Market Analysis, Cloud Computing, Management Consulting, Business Development, Equity Research, Start-ups, Enterprise Software
Education
Stevens Institute of Technology
SunTrust Robinson Humphrey September 2014 - Present
Gartner January 2007 - September 2014
Credit Suisse May 1999 - December 2005
Skills
Financial Analysis, Competitive Intelligence, Strategy, Go-to-market Strategy, Competitive Analysis, Technology Research, Forecasting, Portfolio Management, Research, Diplomacy, Market Analysis, Cloud Computing, Management Consulting, Business Development, Equity Research, Start-ups, Enterprise Software
Education
Stevens Institute of Technology
David Twilley, PMP, CSM, SSGB, ITIL V3 David Twilley, PMP, CSM, SSGB, ITIL V3's SunTrust Robinson Humphrey Experience March 2013 - May 2014
Job Director at True Spirit Consulting Inc. specializing in Agile Project Management
Industry Information Technology and Services
Experience
The Home Depot February 2015 - Present
True Spirit Consulting, Inc February 2010 - Present
TSYS Loyalty September 2014 - February 2015
The Coca-Cola Company May 2014 - July 2014
SunTrust Robinson Humphrey March 2013 - May 2014
Triple Point Technology August 2010 - February 2013
SouthStar Energy Services August 2007 - February 2010
Tesoro January 2006 - July 2007
Valero Energy Corporation 2002 - 2006
Skills
Risk Management, SAP, Energy, Supply Chain Management, Business Intelligence, SQL, Project Management, Project Implementation, Agile Project Management, Certified Scrum Master..., Capital Markets, Derivatives, Business Process..., Process Improvement, Materials Management, ETRM, PMP, Business Analysis, Program Management, Integration, SAP ERP, SDLC, Commodity Markets, Consulting, Scrum, Commodity, Requirements Analysis, Business Process, Management, Natural Gas, ERP
Education
The University of Georgia 2014 — 2014
Lean Six Sigma Green Belt, Six Sigma
University of Houston 1990 — 1994
BS, Social Sciences
University of Houston 1989 — 1993
Bachelor of Science (B.S.), Social Sciences
The Home Depot February 2015 - Present
True Spirit Consulting, Inc February 2010 - Present
TSYS Loyalty September 2014 - February 2015
The Coca-Cola Company May 2014 - July 2014
SunTrust Robinson Humphrey March 2013 - May 2014
Triple Point Technology August 2010 - February 2013
SouthStar Energy Services August 2007 - February 2010
Tesoro January 2006 - July 2007
Valero Energy Corporation 2002 - 2006
Skills
Risk Management, SAP, Energy, Supply Chain Management, Business Intelligence, SQL, Project Management, Project Implementation, Agile Project Management, Certified Scrum Master..., Capital Markets, Derivatives, Business Process..., Process Improvement, Materials Management, ETRM, PMP, Business Analysis, Program Management, Integration, SAP ERP, SDLC, Commodity Markets, Consulting, Scrum, Commodity, Requirements Analysis, Business Process, Management, Natural Gas, ERP
Education
The University of Georgia 2014 — 2014
Lean Six Sigma Green Belt, Six Sigma
University of Houston 1990 — 1994
BS, Social Sciences
University of Houston 1989 — 1993
Bachelor of Science (B.S.), Social Sciences
Jordan Cleare Jordan Cleare's SunTrust Robinson Humphrey Experience June 2012 - September 2014
Job Associate, Investment Banking at TM Capital Corp.
Industry Investment Banking
Experience
TM Capital Corp. June 2015 - Present
IHG - InterContinental Hotels Group September 2014 - June 2015
SunTrust Robinson Humphrey June 2012 - September 2014
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Microsoft Excel, Microsoft Office, Capital IQ, Valuation, Series 63, series 79, Mergers & Acquisitions
Education
The University of Georgia 2008 — 2012
BBA, Finance, General
The University of Georgia 2008 — 2012
Bachelor's Degree, Economics
TM Capital Corp. June 2015 - Present
IHG - InterContinental Hotels Group September 2014 - June 2015
SunTrust Robinson Humphrey June 2012 - September 2014
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Microsoft Excel, Microsoft Office, Capital IQ, Valuation, Series 63, series 79, Mergers & Acquisitions
Education
The University of Georgia 2008 — 2012
BBA, Finance, General
The University of Georgia 2008 — 2012
Bachelor's Degree, Economics
Richard T. Butcher Richard T. Butcher's SunTrust Robinson Humphrey Experience June 2013 - March 2015
Job Equity Investment Analyst
Industry Investment Management
Experience
Argonne Capital Group March 2015 - Present
SunTrust Robinson Humphrey June 2013 - March 2015
KCM Asset Management June 2011 - July 2012
Skills
Social Media, Strategy, Management, Financial Analysis, Equities, Valuation, Bloomberg, Financial Modeling, Program Management, Investment Banking, Data Analysis
Education
University of Florida 2012 — 2013
Master of Science (M.S.), Finance, General
Stetson University 2008 — 2012
BBA, Finance & Economics
Argonne Capital Group March 2015 - Present
SunTrust Robinson Humphrey June 2013 - March 2015
KCM Asset Management June 2011 - July 2012
Skills
Social Media, Strategy, Management, Financial Analysis, Equities, Valuation, Bloomberg, Financial Modeling, Program Management, Investment Banking, Data Analysis
Education
University of Florida 2012 — 2013
Master of Science (M.S.), Finance, General
Stetson University 2008 — 2012
BBA, Finance & Economics
Stuart O'Connor Stuart O'Connor's SunTrust Robinson Humphrey Experience June 2015 - Present
Job Investment Banking Analyst at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey June 2015 - Present
Citigroup June 2014 - August 2014
Aptean May 2013 - August 2013
Country Club of Roswell June 2010 - August 2012
Skills
Investment Banking, Mergers & Acquisitions, Finance, Leadership, Financial Analysis, Customer Service, Microsoft Excel, Microsoft Office, Social Media, Social Networking, PowerPoint, Research, Event Planning, Public Speaking, Microsoft Word
Education
The University of Georgia 2011 — 2015
Accounting and Banking & Finance
SunTrust Robinson Humphrey June 2015 - Present
Citigroup June 2014 - August 2014
Aptean May 2013 - August 2013
Country Club of Roswell June 2010 - August 2012
Skills
Investment Banking, Mergers & Acquisitions, Finance, Leadership, Financial Analysis, Customer Service, Microsoft Excel, Microsoft Office, Social Media, Social Networking, PowerPoint, Research, Event Planning, Public Speaking, Microsoft Word
Education
The University of Georgia 2011 — 2015
Accounting and Banking & Finance
Ethan Michaeli's SunTrust Robinson Humphrey Experience June 2014 - August 2014
Job Rising Investment Banking Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs June 2015 - August 2015
SunTrust Robinson Humphrey June 2014 - August 2014
A&M Investment Fund May 2010 - August 2013
A&M Instruments Manufacturing August 2011 - July 2013
Skills
Investments, Sales, Marketing, Social Media Marketing, Project Management, Public Speaking, Communication, Motivation, Microsoft Office, Online Advertising, Entrepreneurship, Team Leadership, Stocks, Technology, Microsoft Excel, PowerPoint, Data Analysis
Education
The University of Georgia
BBA, Finance
University of Michigan 2012 — 2013
LSA, Finance
Goldman Sachs June 2015 - August 2015
SunTrust Robinson Humphrey June 2014 - August 2014
A&M Investment Fund May 2010 - August 2013
A&M Instruments Manufacturing August 2011 - July 2013
Skills
Investments, Sales, Marketing, Social Media Marketing, Project Management, Public Speaking, Communication, Motivation, Microsoft Office, Online Advertising, Entrepreneurship, Team Leadership, Stocks, Technology, Microsoft Excel, PowerPoint, Data Analysis
Education
The University of Georgia
BBA, Finance
University of Michigan 2012 — 2013
LSA, Finance
Micah Gerber Micah Gerber's SunTrust Robinson Humphrey Experience April 2011 - March 2012
Job Partner and Chief Financial Officer at Senior Living Communities, LLC
Industry Hospital & Health Care
Experience
Senior Living Communities, LLC January 2014 - Present
Edgeview Partners March 2012 - January 2014
SunTrust Robinson Humphrey April 2011 - March 2012
Stifel Nicolaus August 2008 - April 2011
Skills
Investment Banking, Valuation, Financial Modeling, Due Diligence, Finance, Private Equity, Corporate Finance, Closers
Education
Tuck School of Business at Dartmouth
MBA
University of Florida
BS
Senior Living Communities, LLC January 2014 - Present
Edgeview Partners March 2012 - January 2014
SunTrust Robinson Humphrey April 2011 - March 2012
Stifel Nicolaus August 2008 - April 2011
Skills
Investment Banking, Valuation, Financial Modeling, Due Diligence, Finance, Private Equity, Corporate Finance, Closers
Education
Tuck School of Business at Dartmouth
MBA
University of Florida
BS
Michelle Pike's SunTrust Robinson Humphrey Experience September 1999 - December 2001
Job Experienced Office Manager/Executive Assistant seeking new opportunity
Industry Marketing and Advertising
Experience
Marketing Inspirations June 2014 - Present
Arcapita Bank B.S.C.(c) December 2001 - June 2014
SunTrust Robinson Humphrey September 1999 - December 2001
The Ritz-Carlton Hotel Company, L.L.C. February 1998 - February 2000
The Ritz-Carlton Hotel Company, L.L.C. January 1997 - February 1998
Edible Art Catering March 1994 - February 1996
Skills
Microsoft Office, Word, PowerPoint, Excel, Office 2010, Outlook, QuickBooks, Microsoft Word, Microsoft Excel, Recruiting, Office Management, Management, Real Estate, Accounts Payable, Event Management, Event Planning
Education
University of Kansas 1985 — 1989
Bachelor of Science (BS), Journalism
Marketing Inspirations June 2014 - Present
Arcapita Bank B.S.C.(c) December 2001 - June 2014
SunTrust Robinson Humphrey September 1999 - December 2001
The Ritz-Carlton Hotel Company, L.L.C. February 1998 - February 2000
The Ritz-Carlton Hotel Company, L.L.C. January 1997 - February 1998
Edible Art Catering March 1994 - February 1996
Skills
Microsoft Office, Word, PowerPoint, Excel, Office 2010, Outlook, QuickBooks, Microsoft Word, Microsoft Excel, Recruiting, Office Management, Management, Real Estate, Accounts Payable, Event Management, Event Planning
Education
University of Kansas 1985 — 1989
Bachelor of Science (BS), Journalism
Dara Dierks Dara Dierks's SunTrust Robinson Humphrey Experience July 2003 - February 2006
Job SVP at ICR
Industry Capital Markets
Experience
ICR December 2010 - Present
ICR December 2008 - December 2010
ICR February 2006 - December 2008
SunTrust Robinson Humphrey July 2003 - February 2006
Skills
Investor Relations, Equity Research, Capital Markets, IPO, Crisis Communications, Equities, Corporate Communications, Communication Training, Media Relations, Financial Modeling, Mergers, Valuation, Investment Banking, Alternative Investments, Private Equity, Equity Valuation, Strategy, Financial Markets, Hedge Funds
Education
Suffolk University 1999 — 2003
Bachelor of Science (BS), Marketing & Finance
ICR December 2010 - Present
ICR December 2008 - December 2010
ICR February 2006 - December 2008
SunTrust Robinson Humphrey July 2003 - February 2006
Skills
Investor Relations, Equity Research, Capital Markets, IPO, Crisis Communications, Equities, Corporate Communications, Communication Training, Media Relations, Financial Modeling, Mergers, Valuation, Investment Banking, Alternative Investments, Private Equity, Equity Valuation, Strategy, Financial Markets, Hedge Funds
Education
Suffolk University 1999 — 2003
Bachelor of Science (BS), Marketing & Finance
Sam Dunlap Sam Dunlap's SunTrust Robinson Humphrey Experience June 2003 - September 2009
Job Senior Portfolio Manager at Angel Oak Capital Advisors, LLC
Industry Investment Management
Experience
Angel Oak Capital Advisors, LLC October 2009 - Present
SunTrust Robinson Humphrey June 2003 - September 2009
Wachovia Securities February 2001 - June 2003
Skills
New Business Development, Investments, Portfolio Management, Financial Analysis, Marketing, Banking, Business Strategy, Start-ups, Strategy, Strategic Planning, Negotiation, Marketing Strategy
Education
The University of Georgia 1997 — 2001
Bachelor of Arts (BA), Economics
Angel Oak Capital Advisors, LLC October 2009 - Present
SunTrust Robinson Humphrey June 2003 - September 2009
Wachovia Securities February 2001 - June 2003
Skills
New Business Development, Investments, Portfolio Management, Financial Analysis, Marketing, Banking, Business Strategy, Start-ups, Strategy, Strategic Planning, Negotiation, Marketing Strategy
Education
The University of Georgia 1997 — 2001
Bachelor of Arts (BA), Economics
Matthew Greenhalgh's SunTrust Robinson Humphrey Experience July 2015 - Present
Job Capital Markets Sales & Trading Analyst at SunTrust Robinson Humphrey
Industry Capital Markets
Experience
SunTrust Robinson Humphrey July 2015 - Present
SunTrust Robinson Humphrey September 2014 - July 2015
Turner Broadcasting System May 2014 - August 2014
Cannon Financial Institute August 2013 - March 2014
Morgan Stanley Wealth Management May 2013 - August 2013
Kennesaw State University December 2011 - May 2012
Evers & Fox, PC November 2010 - May 2011
Skills
Finance, Fundamental Analysis, Risk Management, Option Pricing Models, Corporate Finance, Team-oriented, Financial Markets, Capital Budgeting, Project Coordination, Data Processing, Manage Client..., Financial Analysis, Teamwork, CAPM, Stock Valuation, Cloud Storage, Quantitative Analytics, Derivatives, Pivot Tables, Analytical Skills, Relationship Management, Essbase, Access, DCF, Hyperion, Agile Methodologies, Project Management, Resource Allocation, Microsoft Project, Project Risk, Capital Markets
Education
The University of Georgia 2012 — 2014
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
University of Georgia - Terry College of Business 2012 — 2014
Bachelor of Business Administration (BBA), Finance
SunTrust Robinson Humphrey July 2015 - Present
SunTrust Robinson Humphrey September 2014 - July 2015
Turner Broadcasting System May 2014 - August 2014
Cannon Financial Institute August 2013 - March 2014
Morgan Stanley Wealth Management May 2013 - August 2013
Kennesaw State University December 2011 - May 2012
Evers & Fox, PC November 2010 - May 2011
Skills
Finance, Fundamental Analysis, Risk Management, Option Pricing Models, Corporate Finance, Team-oriented, Financial Markets, Capital Budgeting, Project Coordination, Data Processing, Manage Client..., Financial Analysis, Teamwork, CAPM, Stock Valuation, Cloud Storage, Quantitative Analytics, Derivatives, Pivot Tables, Analytical Skills, Relationship Management, Essbase, Access, DCF, Hyperion, Agile Methodologies, Project Management, Resource Allocation, Microsoft Project, Project Risk, Capital Markets
Education
The University of Georgia 2012 — 2014
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
University of Georgia - Terry College of Business 2012 — 2014
Bachelor of Business Administration (BBA), Finance
Christopher Ratcliffe Christopher Ratcliffe's SunTrust Robinson Humphrey Experience June 2015 - August 2015
Job Summer Analyst at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey June 2015 - August 2015
Frenik Marketing Group August 2014 - January 2015
ConvergEx Group June 2014 - August 2014
Sales Benchmark Index May 2013 - September 2013
Metro Atlanta YMCA August 2008 - August 2011
Skills
Analysis, Microsoft Excel, Fundraising, PowerPoint, Social Media Marketing, Facebook, Social Media
Education
The University of Georgia
Bachelor of Science (B.S.), Applied Mathematics, Minor in Physics
University of Georgia - Terry College of Business
Bachelor of Business Administration (B.B.A.), Finance, General
St. Pius X Catholic High School
SunTrust Robinson Humphrey June 2015 - August 2015
Frenik Marketing Group August 2014 - January 2015
ConvergEx Group June 2014 - August 2014
Sales Benchmark Index May 2013 - September 2013
Metro Atlanta YMCA August 2008 - August 2011
Skills
Analysis, Microsoft Excel, Fundraising, PowerPoint, Social Media Marketing, Facebook, Social Media
Education
The University of Georgia
Bachelor of Science (B.S.), Applied Mathematics, Minor in Physics
University of Georgia - Terry College of Business
Bachelor of Business Administration (B.B.A.), Finance, General
St. Pius X Catholic High School
Kenny Silverman, CPA Kenny Silverman, CPA's SunTrust Robinson Humphrey Experience April 2015 - Present
Job Investment Banking Analyst | Mergers and Acquisitions at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey April 2015 - Present
Canaan Partners April 2014 - April 2015
Ernst & Young September 2012 - April 2014
Ernst & Young May 2011 - August 2011
Career Sports and Entertainment May 2009 - September 2009
Skills
Research, Financial Audits, Private Equity, Valuation, Sarbanes-Oxley, Financial Modeling, Financial Analysis, Investments, Management, Venture Capital, Hedge Funds, Financial Services, Investment Banking
Education
The University of Georgia 2011 — 2012
Master's in Accountancy
University of Georgia - Terry College of Business
Bachelor's degree, Accounting
SunTrust Robinson Humphrey April 2015 - Present
Canaan Partners April 2014 - April 2015
Ernst & Young September 2012 - April 2014
Ernst & Young May 2011 - August 2011
Career Sports and Entertainment May 2009 - September 2009
Skills
Research, Financial Audits, Private Equity, Valuation, Sarbanes-Oxley, Financial Modeling, Financial Analysis, Investments, Management, Venture Capital, Hedge Funds, Financial Services, Investment Banking
Education
The University of Georgia 2011 — 2012
Master's in Accountancy
University of Georgia - Terry College of Business
Bachelor's degree, Accounting
Jerra Fortner's SunTrust Robinson Humphrey Experience November 2009 - Present
Job Director at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey November 2009 - Present
Wachovia Capital Finance April 2007 - November 2009
Wachovia Capital Finance April 2004 - April 2007
Wachovia Capital Finance November 2000 - April 2004
Skills
Asset Based Lending, Credit, Underwriting, Loans, Portfolio Management, Debt Restructuring, LBO, Middle Market, Credit Analysis, Financial Structuring, Private Equity, Banking, Loan Origination, Credit Risk, Capital Markets, Recapitalizations, Commercial Banking, Mergers & Acquisitions, Corporate Finance, Commercial Lending, Financial Modeling, Leveraged Finance, Due Diligence, Valuation, Investment Banking, Structured Finance, Investments, Finance, Asset Management, Financial Analysis, Equities, Treasury Management, Restructuring
Education
Stetson University 1995 — 1999
BBA, Finance w/Minors in Applied Statistics and Business Law
SunTrust Robinson Humphrey November 2009 - Present
Wachovia Capital Finance April 2007 - November 2009
Wachovia Capital Finance April 2004 - April 2007
Wachovia Capital Finance November 2000 - April 2004
Skills
Asset Based Lending, Credit, Underwriting, Loans, Portfolio Management, Debt Restructuring, LBO, Middle Market, Credit Analysis, Financial Structuring, Private Equity, Banking, Loan Origination, Credit Risk, Capital Markets, Recapitalizations, Commercial Banking, Mergers & Acquisitions, Corporate Finance, Commercial Lending, Financial Modeling, Leveraged Finance, Due Diligence, Valuation, Investment Banking, Structured Finance, Investments, Finance, Asset Management, Financial Analysis, Equities, Treasury Management, Restructuring
Education
Stetson University 1995 — 1999
BBA, Finance w/Minors in Applied Statistics and Business Law
Peter Chung's SunTrust Robinson Humphrey Experience January 2015 - Present
Job TMT Investment Banking Analyst at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey January 2015 - Present
BB&T September 2013 - January 2015
BB&T January 2013 - September 2013
Merrill Lynch January 2011 - May 2012
Education
Temple University - Fox School of Business and Management 2008 — 2012
BBA, Finance
SunTrust Robinson Humphrey January 2015 - Present
BB&T September 2013 - January 2015
BB&T January 2013 - September 2013
Merrill Lynch January 2011 - May 2012
Education
Temple University - Fox School of Business and Management 2008 — 2012
BBA, Finance
Carson Williams Carson Williams's SunTrust Robinson Humphrey Experience January 2015 - Present
Job Acquisition Finance at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey January 2015 - Present
EY April 2013 - December 2014
EY September 2010 - April 2013
Skills
Financial Analysis, Internal Controls, Auditing, Due Diligence, Financial Accounting, Accounting, Assurance, Financial Modeling, Financial Reporting, Finance, Financial Statements, GAAP, SEC Filings, Sarbanes-Oxley Act, US GAAP
Education
The University of Georgia 2009 — 2010
Master of Science (MS), Accounting
University of Arizona 2005 — 2009
Bachelor of Science (BS), Accounting and Finance, Cum Laude
SunTrust Robinson Humphrey January 2015 - Present
EY April 2013 - December 2014
EY September 2010 - April 2013
Skills
Financial Analysis, Internal Controls, Auditing, Due Diligence, Financial Accounting, Accounting, Assurance, Financial Modeling, Financial Reporting, Finance, Financial Statements, GAAP, SEC Filings, Sarbanes-Oxley Act, US GAAP
Education
The University of Georgia 2009 — 2010
Master of Science (MS), Accounting
University of Arizona 2005 — 2009
Bachelor of Science (BS), Accounting and Finance, Cum Laude
Joseph DeBartolo's SunTrust Robinson Humphrey Experience June 2015 - August 2015
Job Summer Analyst at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey June 2015 - August 2015
Sigma Alpha Epsilon Fraternity October 2013 - December 2014
Courtfield Capital May 2014 - June 2014
Manursing Island Club Day Camp June 2012 - August 2013
Courtfield Capital May 2013 - June 2013
Education
University of North Carolina at Chapel Hill 2012 — 2016
Bachelor’s Degree, Business Administration - Finance
The London School of Economics and Political Science (LSE)
Business Administration and Management, General
Rye High School 2008 — 2012
SunTrust Robinson Humphrey June 2015 - August 2015
Sigma Alpha Epsilon Fraternity October 2013 - December 2014
Courtfield Capital May 2014 - June 2014
Manursing Island Club Day Camp June 2012 - August 2013
Courtfield Capital May 2013 - June 2013
Education
University of North Carolina at Chapel Hill 2012 — 2016
Bachelor’s Degree, Business Administration - Finance
The London School of Economics and Political Science (LSE)
Business Administration and Management, General
Rye High School 2008 — 2012
Alex Carlson Alex Carlson's SunTrust Robinson Humphrey Experience June 2014 - August 2014
Job Investment Banking Analyst Healthcare
Industry Investment Banking
Experience
Allen Mooney Barnes June 2015 - Present
Stadion Money Management September 2014 - May 2015
UGA Student Managed Investment Fund August 2014 - May 2015
SunTrust Robinson Humphrey June 2014 - August 2014
UGA Student Managed Investment Fund August 2013 - May 2014
Army National Guard September 2010 - August 2013
Skills
Analysis, Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Leadership, Financial Modeling, Microsoft Word, Finance, Teamwork, Data Analysis, Public Speaking
Education
The University of Georgia 2012 — 2015
BBA, Finance, 3.8
Allen Mooney Barnes June 2015 - Present
Stadion Money Management September 2014 - May 2015
UGA Student Managed Investment Fund August 2014 - May 2015
SunTrust Robinson Humphrey June 2014 - August 2014
UGA Student Managed Investment Fund August 2013 - May 2014
Army National Guard September 2010 - August 2013
Skills
Analysis, Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Leadership, Financial Modeling, Microsoft Word, Finance, Teamwork, Data Analysis, Public Speaking
Education
The University of Georgia 2012 — 2015
BBA, Finance, 3.8
David Nackley David Nackley's SunTrust Robinson Humphrey Experience November 2014 - Present
Job
Industry Banking
Experience
Suntrust Robinson Humphrey November 2014 - Present
RBS Citizens April 2007 - October 2014
JPMorgan Chase February 1987 - April 2007
JPMorgan Chase February 1987 - March 2007
Skills
Structured Finance, Portfolio Management, Valuation, Financial Modeling, Loans, Commercial Lending, Private Equity, Finance, Financial Structuring, Mergers, Investment Banking, Capital Markets, Commercial Banking, Corporate Finance, Credit Analysis, Credit, Fixed Income, E-commerce, Leveraged Finance, Banking, Mergers & Acquisitions, Risk Management, Credit Risk, Hedge Funds, Venture Capital, Financial Risk, Bonds, Financial Services, Treasury Management, Equities, Investments, Securities, Due Diligence, Derivatives, Alternative Investments, Asset Management, Cash Management, Executive Management, Mutual Funds, Series 63, Operational Risk
Education
The University of Connecticut School of Business 1989 — 1994
MBA, Accounting
Tufts University 1981 — 1985
Liberal Arts, Economics, Political Science
The Roxbury Latin School 1977 — 1981
Suntrust Robinson Humphrey November 2014 - Present
RBS Citizens April 2007 - October 2014
JPMorgan Chase February 1987 - April 2007
JPMorgan Chase February 1987 - March 2007
Skills
Structured Finance, Portfolio Management, Valuation, Financial Modeling, Loans, Commercial Lending, Private Equity, Finance, Financial Structuring, Mergers, Investment Banking, Capital Markets, Commercial Banking, Corporate Finance, Credit Analysis, Credit, Fixed Income, E-commerce, Leveraged Finance, Banking, Mergers & Acquisitions, Risk Management, Credit Risk, Hedge Funds, Venture Capital, Financial Risk, Bonds, Financial Services, Treasury Management, Equities, Investments, Securities, Due Diligence, Derivatives, Alternative Investments, Asset Management, Cash Management, Executive Management, Mutual Funds, Series 63, Operational Risk
Education
The University of Connecticut School of Business 1989 — 1994
MBA, Accounting
Tufts University 1981 — 1985
Liberal Arts, Economics, Political Science
The Roxbury Latin School 1977 — 1981
Julian James Julian James's SunTrust Robinson Humphrey Experience June 2010 - August 2011
Job Vice President, Credit Research at BlackRock
Industry Investment Management
Experience
BlackRock January 2015 - Present
BlackRock November 2012 - December 2014
BlackRock September 2011 - December 2012
SunTrust Robinson Humphrey June 2010 - August 2011
Moody's Investors Service May 2009 - August 2009
Morgan Stanley June 2008 - August 2008
American International Group June 2007 - August 2007
Skills
Financial Modeling, Investment Banking, Portfolio Management, Investments, Valuation, Credit Risk, Credit Analysis, Mergers & Acquisitions, Project Finance, Loans, Research, Power Generation, Chemical Industry, Bonds, Structured Finance, Finance, High Yield Bonds, Leveraged Finance, Fixed Income, Corporate Finance, Financial Analysis
Education
The University of Georgia 2006 — 2010
Bachelor of Arts, Political Science
Paulding County High School
BlackRock January 2015 - Present
BlackRock November 2012 - December 2014
BlackRock September 2011 - December 2012
SunTrust Robinson Humphrey June 2010 - August 2011
Moody's Investors Service May 2009 - August 2009
Morgan Stanley June 2008 - August 2008
American International Group June 2007 - August 2007
Skills
Financial Modeling, Investment Banking, Portfolio Management, Investments, Valuation, Credit Risk, Credit Analysis, Mergers & Acquisitions, Project Finance, Loans, Research, Power Generation, Chemical Industry, Bonds, Structured Finance, Finance, High Yield Bonds, Leveraged Finance, Fixed Income, Corporate Finance, Financial Analysis
Education
The University of Georgia 2006 — 2010
Bachelor of Arts, Political Science
Paulding County High School
Dewey Bryson's SunTrust Robinson Humphrey Experience March 2015 - Present
Job Analyst at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey March 2015 - Present
SunTrust Robinson Humphrey December 2012 - February 2015
Southern Company December 2011 - July 2012
Southern Company July 2011 - December 2011
Skills
Valuation, Microsoft Excel, Finance, Private Equity, Financial Modeling, Financial Analysis, Alternative Investments, Corporate Finance
Education
The University of Georgia 2007 — 2011
Bachelor of Business Administration (B.B.A.), Banking and Finance
SunTrust Robinson Humphrey March 2015 - Present
SunTrust Robinson Humphrey December 2012 - February 2015
Southern Company December 2011 - July 2012
Southern Company July 2011 - December 2011
Skills
Valuation, Microsoft Excel, Finance, Private Equity, Financial Modeling, Financial Analysis, Alternative Investments, Corporate Finance
Education
The University of Georgia 2007 — 2011
Bachelor of Business Administration (B.B.A.), Banking and Finance
John DeYonker John DeYonker's SunTrust Robinson Humphrey Experience September 2015 - Present
Job Equity Sales Analyst
Industry Capital Markets
Experience
SunTrust Robinson Humphrey September 2015 - Present
Bank of America Merrill Lynch July 2014 - August 2015
Merrill Lynch June 2013 - August 2013
Moonshine Bar August 2011 - May 2013
Chi Phi Fraternity November 2012 - November 2012
Inter-Fraternity Council November 2011 - November 2012
Chi Phi Fraternity November 2011 - November 2012
Merrill Lynch June 2012 - August 2012
Chi Phi November 2010 - November 2011
Chi Phi April 2011 - August 2011
Skills
Risk Management, Budgets, People Skills, Customer Service, Investments, Fundraising, Facebook, Portfolio Management, Leadership, Management, Financial Analysis, Microsoft Word, Finance
Education
University of Georgia - Terry College of Business 2012 — 2014
Bachelor of Business Administration (BBA), Banking and Finance
The University of Georgia 2010 — 2014
Bachelor's degree, Banking and Finance
University of the Patriots
University of the Patriots
SunTrust Robinson Humphrey September 2015 - Present
Bank of America Merrill Lynch July 2014 - August 2015
Merrill Lynch June 2013 - August 2013
Moonshine Bar August 2011 - May 2013
Chi Phi Fraternity November 2012 - November 2012
Inter-Fraternity Council November 2011 - November 2012
Chi Phi Fraternity November 2011 - November 2012
Merrill Lynch June 2012 - August 2012
Chi Phi November 2010 - November 2011
Chi Phi April 2011 - August 2011
Skills
Risk Management, Budgets, People Skills, Customer Service, Investments, Fundraising, Facebook, Portfolio Management, Leadership, Management, Financial Analysis, Microsoft Word, Finance
Education
University of Georgia - Terry College of Business 2012 — 2014
Bachelor of Business Administration (BBA), Banking and Finance
The University of Georgia 2010 — 2014
Bachelor's degree, Banking and Finance
University of the Patriots
University of the Patriots
Evan Rabin Evan Rabin's SunTrust Robinson Humphrey Experience June 2012 - August 2013
Job Investment Professional at PennantPark Investment Advisers
Industry Financial Services
Experience
PennantPark Investment Advisers, LLC August 2015 - Present
RBC Capital Markets August 2013 - August 2015
SunTrust Robinson Humphrey June 2012 - August 2013
Lazard May 2011 - July 2011
Supreme Court of New York June 2009 - July 2009
Skills
series 7, Series 63, series 79, Financial Modeling, FINRA, Investment Banking, Bloomberg, Capital Markets, Valuation, Investments, Equities, Microsoft Excel
Education
University of Virginia 2008 — 2012
Bachelor of Science (B.S.), Finance and International Business
London School of Economics and Political Science 2010 — 2010
Millburn High School 2004 — 2008
PennantPark Investment Advisers, LLC August 2015 - Present
RBC Capital Markets August 2013 - August 2015
SunTrust Robinson Humphrey June 2012 - August 2013
Lazard May 2011 - July 2011
Supreme Court of New York June 2009 - July 2009
Skills
series 7, Series 63, series 79, Financial Modeling, FINRA, Investment Banking, Bloomberg, Capital Markets, Valuation, Investments, Equities, Microsoft Excel
Education
University of Virginia 2008 — 2012
Bachelor of Science (B.S.), Finance and International Business
London School of Economics and Political Science 2010 — 2010
Millburn High School 2004 — 2008
Miles Buchanan's SunTrust Robinson Humphrey Experience July 2013 - March 2015
Job Investment Banking | Valuation | Financial Modeling
Industry Investment Banking
Experience
Piper Jaffray March 2015 - Present
SunTrust Robinson Humphrey July 2013 - March 2015
JPMorgan Chase & Co. June 2012 - August 2012
Skills
Leadership, Public Speaking, Financial Statement..., Business Writing, Industry Research, Time Management, Fundraising, Financial Analysis, Communication, Valuation Modeling, Social Networking
Education
The University of Georgia
Bachelor of Business Administration (B.B.A.), Banking & Finance
Piper Jaffray March 2015 - Present
SunTrust Robinson Humphrey July 2013 - March 2015
JPMorgan Chase & Co. June 2012 - August 2012
Skills
Leadership, Public Speaking, Financial Statement..., Business Writing, Industry Research, Time Management, Fundraising, Financial Analysis, Communication, Valuation Modeling, Social Networking
Education
The University of Georgia
Bachelor of Business Administration (B.B.A.), Banking & Finance
Jack Vogel's SunTrust Robinson Humphrey Experience June 2015 - Present
Job Investment Banking Summer Analyst at SunTrust Robinson Humphrey
Industry
Experience
SunTrust Robinson Humphrey June 2015 - Present
Morgan Stanley September 2014 - December 2014
Westfield Capital Management June 2014 - July 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Capital Markets, Asset Allocation, ETFs, Mutual Funds, Morningstar
Education
Trinity College-Hartford 2012 — 2016
Bachelor of Science (B.S.), Economics
The London School of Economics and Political Science (LSE) 2014 — 2014
Accounting
Noble and Greenough School 2009 — 2012
SunTrust Robinson Humphrey June 2015 - Present
Morgan Stanley September 2014 - December 2014
Westfield Capital Management June 2014 - July 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Capital Markets, Asset Allocation, ETFs, Mutual Funds, Morningstar
Education
Trinity College-Hartford 2012 — 2016
Bachelor of Science (B.S.), Economics
The London School of Economics and Political Science (LSE) 2014 — 2014
Accounting
Noble and Greenough School 2009 — 2012
Shyam Kapadia Shyam Kapadia's SunTrust Robinson Humphrey Experience June 2014 - September 2015
Job Investment Banking Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse September 2015 - Present
SunTrust Robinson Humphrey June 2014 - September 2015
CSX May 2013 - August 2013
Education
The University of Georgia 2011 — 2014
Bachelor of Business Administration (B.B.A.), Banking & Finance
Credit Suisse September 2015 - Present
SunTrust Robinson Humphrey June 2014 - September 2015
CSX May 2013 - August 2013
Education
The University of Georgia 2011 — 2014
Bachelor of Business Administration (B.B.A.), Banking & Finance
Sarah Carr Sarah Carr's SunTrust Robinson Humphrey Experience July 2013 - July 2014
Job Financial Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2014 - Present
SunTrust Robinson Humphrey July 2013 - July 2014
Merrill Lynch May 2012 - July 2012
Printpack, Inc. Corporate Headquarters May 2011 - August 2011
Carr and Palmer, LLP May 2008 - December 2010
Skills
Microsoft Excel, Auditing, Management, Financial Reporting, PowerPoint, Data Access, Strategy, Excel, Word, Bloomberg, Zephyr, Capital Markets, SEC filings, Corporate Finance, Bonds, Financial Analysis, Financial Accounting, Public Speaking, Finance, Analysis, Accounting, Banking, Investments, Leadership, Portfolio Management, Microsoft Word
Education
The University of Georgia 2009 — 2013
Bachelor, Business Administration; Economics; GPA: 4.0
The Lovett School 2005 — 2009
Bank of America Merrill Lynch August 2014 - Present
SunTrust Robinson Humphrey July 2013 - July 2014
Merrill Lynch May 2012 - July 2012
Printpack, Inc. Corporate Headquarters May 2011 - August 2011
Carr and Palmer, LLP May 2008 - December 2010
Skills
Microsoft Excel, Auditing, Management, Financial Reporting, PowerPoint, Data Access, Strategy, Excel, Word, Bloomberg, Zephyr, Capital Markets, SEC filings, Corporate Finance, Bonds, Financial Analysis, Financial Accounting, Public Speaking, Finance, Analysis, Accounting, Banking, Investments, Leadership, Portfolio Management, Microsoft Word
Education
The University of Georgia 2009 — 2013
Bachelor, Business Administration; Economics; GPA: 4.0
The Lovett School 2005 — 2009
Chris Surdo Chris Surdo's SunTrust Robinson Humphrey Experience 2004 - 2006
Job Director, Strategy and Corporate Development at EnPro Industries Inc.
Industry Machinery
Experience
EnPro Industries Inc. July 2014 - Present
Cargill 2012 - 2014
Cargill 2011 - 2012
Harvest Power, Inc. 2010 - August 2010
VRA Partners, LLC 2006 - 2009
SunTrust Robinson Humphrey 2004 - 2006
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2009 — 2011
MBA
Washington and Lee University 2000 — 2004
BA, Economics and History
EnPro Industries Inc. July 2014 - Present
Cargill 2012 - 2014
Cargill 2011 - 2012
Harvest Power, Inc. 2010 - August 2010
VRA Partners, LLC 2006 - 2009
SunTrust Robinson Humphrey 2004 - 2006
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2009 — 2011
MBA
Washington and Lee University 2000 — 2004
BA, Economics and History
David Ebinger David Ebinger's SunTrust Robinson Humphrey Experience April 2013 - April 2014
Job Business Development Consultant at AchieveIt
Industry Information Technology and Services
Experience
AchieveIt September 2015 - Present
AchieveIt August 2014 - August 2015
AchieveIt April 2014 - July 2014
SunTrust Robinson Humphrey April 2013 - April 2014
SunTrust Robinson Humphrey April 2012 - April 2013
SunTrust Robinson Humphrey December 2011 - April 2012
Skills
Financial Modeling, Finance, Portfolio Management, Financial Risk, Strategy, Credit, Risk Management, Loans, Investments, Business Development, Salesforce.com, Marketing, Management, Analysis, Banking, Business Strategy, Sales, Strategic Planning
Education
The University of Georgia 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance
AchieveIt September 2015 - Present
AchieveIt August 2014 - August 2015
AchieveIt April 2014 - July 2014
SunTrust Robinson Humphrey April 2013 - April 2014
SunTrust Robinson Humphrey April 2012 - April 2013
SunTrust Robinson Humphrey December 2011 - April 2012
Skills
Financial Modeling, Finance, Portfolio Management, Financial Risk, Strategy, Credit, Risk Management, Loans, Investments, Business Development, Salesforce.com, Marketing, Management, Analysis, Banking, Business Strategy, Sales, Strategic Planning
Education
The University of Georgia 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance
Steve Gruenig Steve Gruenig's SunTrust Robinson Humphrey Experience March 2013 - Present
Job Head of Interest Rate Derivative, Foreign Exchange, and Commodities trading at SunTrust Robinson Humphrey
Industry Capital Markets
Experience
SunTrust Robinson Humphrey March 2013 - Present
SunTrust Robinson Humphrey December 2012 - March 2013
FIG Partners April 2011 - November 2012
Regions Bank June 2009 - May 2011
Wachovia 1999 - 2009
Societe Generale June 2004 - May 2005
Nationsbanc CRT June 1996 - February 1999
US Army May 1989 - September 1994
Skills
Capital Markets, Trading, Fixed Income, Interest Rate..., Securitization, Financial Services, Portfolio Management, Series 7, Asset Managment, Derivatives, Alternative Investments, Hedge Funds, Investments, Valuation, Financial Modeling, Options, Series 63, Bloomberg, Bonds, Financial Structuring, Commodity, Financial Risk
Education
The University of Chicago Booth School of Business 1994 — 1996
MBA, Analytic finance, Business Economics
United States Military Academy at West Point 1985 — 1989
BS, Mechanical Engineering, Aerospace concentration
SunTrust Robinson Humphrey March 2013 - Present
SunTrust Robinson Humphrey December 2012 - March 2013
FIG Partners April 2011 - November 2012
Regions Bank June 2009 - May 2011
Wachovia 1999 - 2009
Societe Generale June 2004 - May 2005
Nationsbanc CRT June 1996 - February 1999
US Army May 1989 - September 1994
Skills
Capital Markets, Trading, Fixed Income, Interest Rate..., Securitization, Financial Services, Portfolio Management, Series 7, Asset Managment, Derivatives, Alternative Investments, Hedge Funds, Investments, Valuation, Financial Modeling, Options, Series 63, Bloomberg, Bonds, Financial Structuring, Commodity, Financial Risk
Education
The University of Chicago Booth School of Business 1994 — 1996
MBA, Analytic finance, Business Economics
United States Military Academy at West Point 1985 — 1989
BS, Mechanical Engineering, Aerospace concentration
Phillip Avant Phillip Avant's SunTrust Robinson Humphrey Experience 1999 - September 2014
Job Central Virginia Market President & Commercial Banking Team Leader at SunTrust
Industry Banking
Experience
SunTrust September 2014 - Present
SunTrust Robinson Humphrey 1999 - September 2014
Education
Vanderbilt University - Owen Graduate School of Management 1997 — 1999
MBA, Finance
The University of Georgia 1991 — 1995
BBA
SunTrust September 2014 - Present
SunTrust Robinson Humphrey 1999 - September 2014
Education
Vanderbilt University - Owen Graduate School of Management 1997 — 1999
MBA, Finance
The University of Georgia 1991 — 1995
BBA
Ryan Oatman, CFA's SunTrust Robinson Humphrey Experience August 2012 - June 2015
Job Oil & Gas Equity Research Analyst
Industry Financial Services
Experience
Cowen and Company June 2015 - Present
SunTrust Robinson Humphrey August 2012 - June 2015
Canaccord Genuity Inc. September 2010 - July 2012
SunTrust Robinson Humphrey June 2008 - September 2010
FBR January 2008 - June 2008
Skills
Energy Industry, Valuation, Financial Modeling, Equity Research, Equities, Bloomberg, Equity Valuation, Capital Markets, Financial Analysis, Investments, Analysis, Series 7, Series 63, Business Valuation
Education
Texas A&M University 2006 — 2007
MBA
Trinity University 2003 — 2006
BS, Business Administration with concentrations in Finance and Accounting
Paschal High School
Cowen and Company June 2015 - Present
SunTrust Robinson Humphrey August 2012 - June 2015
Canaccord Genuity Inc. September 2010 - July 2012
SunTrust Robinson Humphrey June 2008 - September 2010
FBR January 2008 - June 2008
Skills
Energy Industry, Valuation, Financial Modeling, Equity Research, Equities, Bloomberg, Equity Valuation, Capital Markets, Financial Analysis, Investments, Analysis, Series 7, Series 63, Business Valuation
Education
Texas A&M University 2006 — 2007
MBA
Trinity University 2003 — 2006
BS, Business Administration with concentrations in Finance and Accounting
Paschal High School
Patrick Bertram Patrick Bertram'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
Bradley, Foster & Sargent, Inc. May 2013 - August 2013
Skills
Economics, Bloomberg Terminal, Data Analysis, Capital IQ, DBC Finance, Credit Analysis, Ratings Projection...
Education
Vanderbilt University 2010 — 2014
Bachelor of Arts (B.A.), Economics, Graduate
DIS - Danish Institute of Study Abroad 2013 — 2013
Global Economics
London School of Economics and Political Science 2012 — 2012
Saint John´s High School 2006 — 2010
SunTrust Robinson Humphrey June 2014 - Present
Bradley, Foster & Sargent, Inc. May 2013 - August 2013
Skills
Economics, Bloomberg Terminal, Data Analysis, Capital IQ, DBC Finance, Credit Analysis, Ratings Projection...
Education
Vanderbilt University 2010 — 2014
Bachelor of Arts (B.A.), Economics, Graduate
DIS - Danish Institute of Study Abroad 2013 — 2013
Global Economics
London School of Economics and Political Science 2012 — 2012
Saint John´s High School 2006 — 2010
Craig A. Reese's SunTrust Robinson Humphrey Experience May 2005 - December 2011
Job Senior Vice President at J.P. Morgan.
Industry Banking
Experience
J.P. Morgan December 2011 - Present
SunTrust Robinson Humphrey May 2005 - December 2011
Skills
Financial Structuring, Corporate Finance, Middle Market, Leveraged Finance, Investment Banking, Structured Finance, Capital Markets, Asset Based Lending, Financial Modeling, Private Equity, Valuation, Portfolio Management, Mergers & Acquisitions, Credit Analysis, Banking, Equities, Fixed Income
Education
The University of Georgia 1982 — 1986
BBA, Finance
J.P. Morgan December 2011 - Present
SunTrust Robinson Humphrey May 2005 - December 2011
Skills
Financial Structuring, Corporate Finance, Middle Market, Leveraged Finance, Investment Banking, Structured Finance, Capital Markets, Asset Based Lending, Financial Modeling, Private Equity, Valuation, Portfolio Management, Mergers & Acquisitions, Credit Analysis, Banking, Equities, Fixed Income
Education
The University of Georgia 1982 — 1986
BBA, Finance
Chris Houck's SunTrust Robinson Humphrey Experience June 1998 - Present
Job
Industry Capital Markets
Experience
SunTrust Robinson Humphrey June 1998 - Present
Skills
Financial Modeling, Due Diligence, GAAP, Banking, Financial Reporting, Industry Analysis, Corporate Finance, Valuation, Investment Banking, DCF, Debt, Private Equity, Capital Markets, Financial Analysis, Credit Analysis, Equities, Portfolio Management, Investments, Securities, Negotiation, Credit Risk, Credit, Loans, Risk Management, Cash Flow, Risk
Education
The University of Georgia
BBA, Finance
University of Georgia - Terry College of Business
MBA
SunTrust Robinson Humphrey June 1998 - Present
Skills
Financial Modeling, Due Diligence, GAAP, Banking, Financial Reporting, Industry Analysis, Corporate Finance, Valuation, Investment Banking, DCF, Debt, Private Equity, Capital Markets, Financial Analysis, Credit Analysis, Equities, Portfolio Management, Investments, Securities, Negotiation, Credit Risk, Credit, Loans, Risk Management, Cash Flow, Risk
Education
The University of Georgia
BBA, Finance
University of Georgia - Terry College of Business
MBA
Sukai Liu's SunTrust Robinson Humphrey Experience 1996 - 2002
Job President at Visor Alternative Investments
Industry Investment Management
Experience
Visor Alternatives Investments 2007 - Present
Gulf Stream Asset Management August 2008 - July 2009
BNP Paribas / CooperNeff Advsiors 2005 - 2007
Gyre Capital Management/ Gyre Securities 2002 - 2005
SunTrust Robinson Humphrey 1996 - 2002
Wachovia Bank 1993 - 1996
Education
University of South Carolina - Darla Moore School of Business 1985 — 1987
MIBS
The University of Texas at Austin 1981 — 1985
BS, Electrical Engineering/ Acturarial Science
Visor Alternatives Investments 2007 - Present
Gulf Stream Asset Management August 2008 - July 2009
BNP Paribas / CooperNeff Advsiors 2005 - 2007
Gyre Capital Management/ Gyre Securities 2002 - 2005
SunTrust Robinson Humphrey 1996 - 2002
Wachovia Bank 1993 - 1996
Education
University of South Carolina - Darla Moore School of Business 1985 — 1987
MIBS
The University of Texas at Austin 1981 — 1985
BS, Electrical Engineering/ Acturarial Science
Amanda Miller's SunTrust Robinson Humphrey Experience June 2011 - May 2012
Job Associate at Deutsche Bank
Industry Banking
Experience
Deutsche Bank July 2014 - Present
Darden School of Business August 2012 - May 2014
Deutsche Bank June 2013 - August 2013
SunTrust Robinson Humphrey June 2011 - May 2012
SunTrust Bank April 2008 - June 2011
SunTrust Robinson Humphrey July 2006 - April 2008
Skills
Financial Modeling, Credit Analysis, Industry Analysis, Corporate Finance, Portfolio Management, Credit, Financial Analysis, Series 7, Bloomberg, Excel, Due Diligence, Forecasting, Investment Banking, Capital Markets, Microsoft Excel, Valuation, Competitive Analysis
Education
University of Virginia Darden School of Business 2012 — 2014
The University of Georgia 2002 — 2006
BBA Finance, Finance, French
University of Georgia - Terry College of Business 2002 — 2006
Bachelor of Business Administration (BBA), Finance, General
Deutsche Bank July 2014 - Present
Darden School of Business August 2012 - May 2014
Deutsche Bank June 2013 - August 2013
SunTrust Robinson Humphrey June 2011 - May 2012
SunTrust Bank April 2008 - June 2011
SunTrust Robinson Humphrey July 2006 - April 2008
Skills
Financial Modeling, Credit Analysis, Industry Analysis, Corporate Finance, Portfolio Management, Credit, Financial Analysis, Series 7, Bloomberg, Excel, Due Diligence, Forecasting, Investment Banking, Capital Markets, Microsoft Excel, Valuation, Competitive Analysis
Education
University of Virginia Darden School of Business 2012 — 2014
The University of Georgia 2002 — 2006
BBA Finance, Finance, French
University of Georgia - Terry College of Business 2002 — 2006
Bachelor of Business Administration (BBA), Finance, General
Ricardo Patron's SunTrust Robinson Humphrey Experience 2000 - Present
Job Software Engineer at SunTrust
Industry Banking
Experience
SunTrust January 2002 - Present
SunTrust Robinson Humphrey 2000 - Present
Unisys Corporation 1998 - 2001
Greenbrier & Russel 1996 - 1998
MicroBilt 1990 - 1995
Coca-Cola 1987 - 1988
Skills
SDLC, Software Project..., Requirements Analysis, Requirements Gathering, Integration, Business Analysis, Quality Assurance, Agile Methodologies, Business Intelligence, Software Development, PMP, PMO, Microsoft SQL Server
Education
Instituto Tecnológico y de Estudios Superiores de Monterrey 1981 — 1985
Tecnológico de Monterrey 1981 — 1985
SunTrust January 2002 - Present
SunTrust Robinson Humphrey 2000 - Present
Unisys Corporation 1998 - 2001
Greenbrier & Russel 1996 - 1998
MicroBilt 1990 - 1995
Coca-Cola 1987 - 1988
Skills
SDLC, Software Project..., Requirements Analysis, Requirements Gathering, Integration, Business Analysis, Quality Assurance, Agile Methodologies, Business Intelligence, Software Development, PMP, PMO, Microsoft SQL Server
Education
Instituto Tecnológico y de Estudios Superiores de Monterrey 1981 — 1985
Tecnológico de Monterrey 1981 — 1985
Sandy Draper's SunTrust Robinson Humphrey Experience February 2014 - Present
Job Managing Director at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey February 2014 - Present
Raymond James May 2007 - January 2014
JMP Securities 2005 - 2007
Deutsche Bank 2003 - 2004
Robinson Humphrey 1998 - 2003
Skills
Portfolio Management, Investments, Mergers & Acquisitions, Asset Management, Venture Capital, Equity Research, Investment Banking, Mergers, Chartered Financial..., Valuation, Private Equity, Alternative Investments
Education
The University of Georgia 1993 — 1995
M.A., English
University of Virginia 1984 — 1988
B.A., English
SunTrust Robinson Humphrey February 2014 - Present
Raymond James May 2007 - January 2014
JMP Securities 2005 - 2007
Deutsche Bank 2003 - 2004
Robinson Humphrey 1998 - 2003
Skills
Portfolio Management, Investments, Mergers & Acquisitions, Asset Management, Venture Capital, Equity Research, Investment Banking, Mergers, Chartered Financial..., Valuation, Private Equity, Alternative Investments
Education
The University of Georgia 1993 — 1995
M.A., English
University of Virginia 1984 — 1988
B.A., English
Catie Haynes's SunTrust Robinson Humphrey Experience November 2010 - Present
Job Dealer Sales at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey November 2010 - Present
SunTrust Robinson Humphrey June 2007 - January 2011
SunTrust Bank 2006 - 2007
Education
The University of Georgia 2001 — 2005
University of Georgia - Terry College of Business
SunTrust Robinson Humphrey November 2010 - Present
SunTrust Robinson Humphrey June 2007 - January 2011
SunTrust Bank 2006 - 2007
Education
The University of Georgia 2001 — 2005
University of Georgia - Terry College of Business
Mary (Bielinski) Peterka's SunTrust Robinson Humphrey Experience 1995 - 2004
Job Chief Compliance Officer at FinTech Securities
Industry Financial Services
Experience
FinTech Securities May 2004 - Present
Suntrust Robinson Humphrey 1995 - 2004
Robinson Humphrey 1995 - 2002
Standish Ayer & Wood July 1987 - March 1993
Skills
Compliance, Strategic Planning, Customer Relations, Trading, Operations Management, Business Analysis, Series 7, Series 63, Series 24, series 4, FINRA, Securities, Equity Trading, Customer Service, AML, OFAC, Risk Management
Education
State University of New York College at Oswego 1983 — 1987
Bachelor of Arts (BA), Communication, General
FinTech Securities May 2004 - Present
Suntrust Robinson Humphrey 1995 - 2004
Robinson Humphrey 1995 - 2002
Standish Ayer & Wood July 1987 - March 1993
Skills
Compliance, Strategic Planning, Customer Relations, Trading, Operations Management, Business Analysis, Series 7, Series 63, Series 24, series 4, FINRA, Securities, Equity Trading, Customer Service, AML, OFAC, Risk Management
Education
State University of New York College at Oswego 1983 — 1987
Bachelor of Arts (BA), Communication, General
Tighe Ittner's SunTrust Robinson Humphrey Experience May 2012 - Present
Job Director at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey May 2012 - Present
Orchard First Source May 2006 - May 2012
Bank of America Business Capital November 2002 - May 2006
RSM McGladrey & Pullen August 2000 - November 2002
Skills
Financial Analysis, Commercial Lending, Portfolio Management, Financial Modeling, Cash Flow, Asset Based Lending, Banking, Corporate Finance, Financial Structuring, Underwriting, Valuation, Loans, Credit Analysis, Credit, Finance
Education
St. Norbert College 1996 — 2000
Bachelor of Science (BS), Accounting
St. Edward 1992 — 1996
SunTrust Robinson Humphrey May 2012 - Present
Orchard First Source May 2006 - May 2012
Bank of America Business Capital November 2002 - May 2006
RSM McGladrey & Pullen August 2000 - November 2002
Skills
Financial Analysis, Commercial Lending, Portfolio Management, Financial Modeling, Cash Flow, Asset Based Lending, Banking, Corporate Finance, Financial Structuring, Underwriting, Valuation, Loans, Credit Analysis, Credit, Finance
Education
St. Norbert College 1996 — 2000
Bachelor of Science (BS), Accounting
St. Edward 1992 — 1996
TJ Callaway IV's SunTrust Robinson Humphrey Experience May 2007 - June 2011
Job Founder + CEO at Onward Reserve
Industry Apparel & Fashion
Experience
Onward Reserve July 2011 - Present
SunTrust Robinson Humphrey May 2007 - June 2011
Skills
Private Equity, Financial Modeling, Equities, Venture Capital, Investments, Product Development, Marketing, Social Media Marketing, Golf Equipment, Online Retail, Commercial Real Estate, Logistics Management, Retail Buying
Education
The University of Georgia 2003 — 2007
BBA, Finance
University of Georgia - Terry College of Business 2003 — 2007
BS, Finance
Onward Reserve July 2011 - Present
SunTrust Robinson Humphrey May 2007 - June 2011
Skills
Private Equity, Financial Modeling, Equities, Venture Capital, Investments, Product Development, Marketing, Social Media Marketing, Golf Equipment, Online Retail, Commercial Real Estate, Logistics Management, Retail Buying
Education
The University of Georgia 2003 — 2007
BBA, Finance
University of Georgia - Terry College of Business 2003 — 2007
BS, Finance
David Hufnagel's SunTrust Robinson Humphrey Experience July 2014 - Present
Job Asset Securitization at SunTrust
Industry Investment Banking
Experience
SunTrust Robinson Humphrey July 2014 - Present
Barclays Capital October 2010 - June 2014
Viacom March 2008 - September 2010
Deutsche Bank September 2002 - January 2008
MBIA Insurance Corp. 1998 - 2002
Skills
Financial Structuring, Securitization, Finance, ABS, Loan Origination, Treasury, Fixed Income, Capital Markets, Investment Banking, Financial Modeling, Hedge Funds, Bloomberg, Portfolio Management, Equities, Derivatives, Valuation, Financial Analysis
Education
State University of New York College at Oswego 1993 — 1998
Applied Mathematical Economics, Mathematics, Economics, Business Admin, Spanish
SunTrust Robinson Humphrey July 2014 - Present
Barclays Capital October 2010 - June 2014
Viacom March 2008 - September 2010
Deutsche Bank September 2002 - January 2008
MBIA Insurance Corp. 1998 - 2002
Skills
Financial Structuring, Securitization, Finance, ABS, Loan Origination, Treasury, Fixed Income, Capital Markets, Investment Banking, Financial Modeling, Hedge Funds, Bloomberg, Portfolio Management, Equities, Derivatives, Valuation, Financial Analysis
Education
State University of New York College at Oswego 1993 — 1998
Applied Mathematical Economics, Mathematics, Economics, Business Admin, Spanish
Peter Almond's SunTrust Robinson Humphrey Experience July 2013 - Present
Job Managing Director at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey July 2013 - Present
SunTrust Robinson Humphrey August 2011 - June 2013
Bank of America Merrill Lynch January 2010 - July 2011
Banc of America Securities January 2007 - December 2009
Banc of America Securities July 2003 - December 2006
Banc of America Securities July 1998 - July 2001
Skills
LBO, Capital Markets, Leveraged Finance, Private Equity, Valuation, Investments, Corporate Finance, Finance, Financial Structuring, Due Diligence, Investment Banking, Fixed Income, Portfolio Management, Equities, Alternative Investments, Bloomberg, Hedge Funds, Financial Analysis, Mergers & Acquisitions, Series 7, Financial Modeling, Credit Analysis
Education
The University of Texas at Austin - Red McCombs School of Business 2001 — 2003
MBA, Finance
University of Virginia 1994 — 1998
BS Commerce, Finance, International Business
Casady School 1985 — 1994
SunTrust Robinson Humphrey July 2013 - Present
SunTrust Robinson Humphrey August 2011 - June 2013
Bank of America Merrill Lynch January 2010 - July 2011
Banc of America Securities January 2007 - December 2009
Banc of America Securities July 2003 - December 2006
Banc of America Securities July 1998 - July 2001
Skills
LBO, Capital Markets, Leveraged Finance, Private Equity, Valuation, Investments, Corporate Finance, Finance, Financial Structuring, Due Diligence, Investment Banking, Fixed Income, Portfolio Management, Equities, Alternative Investments, Bloomberg, Hedge Funds, Financial Analysis, Mergers & Acquisitions, Series 7, Financial Modeling, Credit Analysis
Education
The University of Texas at Austin - Red McCombs School of Business 2001 — 2003
MBA, Finance
University of Virginia 1994 — 1998
BS Commerce, Finance, International Business
Casady School 1985 — 1994
Kimberly Wilcher's SunTrust Robinson Humphrey Experience November 1989 - December 2007
Job WLS Credit Operation Analyst I at SunTrust Bank
Industry Banking
Experience
SunTrust Bank January 2010 - Present
SunTrust Bank October 2008 - December 2009
SunTrust Robinson Humphrey November 1989 - December 2007
Education
Spelman College 2003 — 2005
SunTrust Bank January 2010 - Present
SunTrust Bank October 2008 - December 2009
SunTrust Robinson Humphrey November 1989 - December 2007
Education
Spelman College 2003 — 2005
Richard Anello, ASA's SunTrust Robinson Humphrey Experience 2014 - Present
Job Director Asset Management at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey 2014 - Present
Prudential Capital Group 2004 - 2014
Textron Financial June 2001 - June 2004
The Dock Exchange / Lehman Brothers January 2000 - May 2001
GE Capital 1995 - 2000
Education
Southern Connecticut State University 1980 — 1984
Bachelor of Arts (B.A.), Business Communications
SunTrust Robinson Humphrey 2014 - Present
Prudential Capital Group 2004 - 2014
Textron Financial June 2001 - June 2004
The Dock Exchange / Lehman Brothers January 2000 - May 2001
GE Capital 1995 - 2000
Education
Southern Connecticut State University 1980 — 1984
Bachelor of Arts (B.A.), Business Communications
Ileana I. Chu's SunTrust Robinson Humphrey Experience November 2014 - Present
Job Debt Capital Markets
Industry Financial Services
Experience
SunTrust Robinson Humphrey November 2014 - Present
Deutsche Bank Securities June 2010 - April 2012
Banc of America Securities LLC July 2006 - February 2009
Banc of America Securities LLC August 1997 - June 2006
Education
University of Rochester - Simon Business School 1995 — 1997
MBA, Finance & Accounting
SUNY Buffalo Law School 1992 — 1995
JD
University of Rochester 1988 — 1992
BA, Economics & Political Science
SunTrust Robinson Humphrey November 2014 - Present
Deutsche Bank Securities June 2010 - April 2012
Banc of America Securities LLC July 2006 - February 2009
Banc of America Securities LLC August 1997 - June 2006
Education
University of Rochester - Simon Business School 1995 — 1997
MBA, Finance & Accounting
SUNY Buffalo Law School 1992 — 1995
JD
University of Rochester 1988 — 1992
BA, Economics & Political Science
Haley Crowell Short's SunTrust Robinson Humphrey Experience April 2006 - Present
Job Registered Sales Assistant at SunTrust
Industry Financial Services
Experience
SunTrust Robinson Humphrey April 2006 - Present
Refco February 2003 - December 2004
McVean Trading and Investments September 2000 - January 2003
Education
The University of Memphis 1997 — 2001
BA, Cpmmunication and Fine Art
SunTrust Robinson Humphrey April 2006 - Present
Refco February 2003 - December 2004
McVean Trading and Investments September 2000 - January 2003
Education
The University of Memphis 1997 — 2001
BA, Cpmmunication and Fine Art
Jonathan Biele's SunTrust Robinson Humphrey Experience July 2013 - Present
Job Managing Director, Head of Equity Origination
Industry Investment Banking
Experience
SunTrust Robinson Humphrey July 2013 - Present
The Donjon Group January 2013 - Present
Citadel Securities August 2010 - January 2013
Cowen and Company July 2007 - August 2010
Lazard Ltd April 2005 - May 2007
Lehman Brothers 2000 - 2005
Skills
Alternative Investments, Capital Markets, Equities, Equity Capital Markets, Financial Modeling, Hedge Funds, Investment Banking, Investments, Management, Private Equity, Private Placements, Series 7, Valuation
Education
St. Lawrence University 1988 — 1992
BA, History
SunTrust Robinson Humphrey July 2013 - Present
The Donjon Group January 2013 - Present
Citadel Securities August 2010 - January 2013
Cowen and Company July 2007 - August 2010
Lazard Ltd April 2005 - May 2007
Lehman Brothers 2000 - 2005
Skills
Alternative Investments, Capital Markets, Equities, Equity Capital Markets, Financial Modeling, Hedge Funds, Investment Banking, Investments, Management, Private Equity, Private Placements, Series 7, Valuation
Education
St. Lawrence University 1988 — 1992
BA, History
John Teasley's SunTrust Robinson Humphrey Experience 2002 - 2008
Job Senior Vice President, Healthcare Banking at CapStar Bank
Industry Banking
Experience
CapStar Bank 2015 - Present
Fifth Third Bank 2012 - 2015
SunTrust Bank 2008 - 2012
SunTrust Robinson Humphrey 2002 - 2008
Mastrapasqua Asset Management 2001 - 2002
Rodgers Capital Group 2000 - 2001
First American National Bank 1995 - 1998
First American National Bank -- CLTP Team 1993 - 1995
Skills
Financial Modeling, Corporate Finance, Risk Management, Portfolio Management, Credit, Business Relationship..., Capital Markets, Banking, Financial Analysis, Small Business Lending, Leveraged Finance, Underwriting, Investment Banking, Commercial Lending, Commercial Banking, Credit Analysis, Mergers & Acquisitions, Credit Risk, Asset Based Lending, Loans, Treasury Management, Wealth Management, Healthcare
Education
Vanderbilt University - Owen Graduate School of Management 1998 — 2000
MBA, Finance
The University of Memphis 1988 — 1992
BBA, International Business
Hume Fogg Academic High School 1984 — 1988
Honors Diploma
CapStar Bank 2015 - Present
Fifth Third Bank 2012 - 2015
SunTrust Bank 2008 - 2012
SunTrust Robinson Humphrey 2002 - 2008
Mastrapasqua Asset Management 2001 - 2002
Rodgers Capital Group 2000 - 2001
First American National Bank 1995 - 1998
First American National Bank -- CLTP Team 1993 - 1995
Skills
Financial Modeling, Corporate Finance, Risk Management, Portfolio Management, Credit, Business Relationship..., Capital Markets, Banking, Financial Analysis, Small Business Lending, Leveraged Finance, Underwriting, Investment Banking, Commercial Lending, Commercial Banking, Credit Analysis, Mergers & Acquisitions, Credit Risk, Asset Based Lending, Loans, Treasury Management, Wealth Management, Healthcare
Education
Vanderbilt University - Owen Graduate School of Management 1998 — 2000
MBA, Finance
The University of Memphis 1988 — 1992
BBA, International Business
Hume Fogg Academic High School 1984 — 1988
Honors Diploma
Carl Evenstad's SunTrust Robinson Humphrey Experience June 2011 - Present
Job Director at SunTrust Robinson Humphrey
Industry Real Estate
Experience
SunTrust Robinson Humphrey June 2011 - Present
Rubicon Mortgage Advisors June 2010 - June 2011
Opus Northwest October 2007 - December 2009
US Bank 2000 - 2008
seg companies 1999 - 2000
william o'neil & company 1998 - 1999
trust company of the west 1994 - 1998
Skills
Real Estate, Negotiation, Mortgage, Structuring, Analysis
Education
The University of South Dakota 1989 — 1993
Bachelor, Accounting
SunTrust Robinson Humphrey June 2011 - Present
Rubicon Mortgage Advisors June 2010 - June 2011
Opus Northwest October 2007 - December 2009
US Bank 2000 - 2008
seg companies 1999 - 2000
william o'neil & company 1998 - 1999
trust company of the west 1994 - 1998
Skills
Real Estate, Negotiation, Mortgage, Structuring, Analysis
Education
The University of South Dakota 1989 — 1993
Bachelor, Accounting
D. P. Mazeall's SunTrust Robinson Humphrey Experience January 2007 - Present
Job Vice President at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey January 2007 - Present
e-telligent solutions, inc. January 1998 - Present
SunTrust Robinson Humphrey March 2002 - December 2006
Manatron, Inc. January 2001 - June 2002
4TechWork March 1998 - January 2001
Goodyear Tire & Rubber Company March 1998 - June 2000
Haines & Company, Inc January 1995 - March 1998
John G. Cleminshaw June 1991 - January 1995
Skills
Capital Markets, Banking, Risk Management, Fixed Income, Analysis, Investment Banking, Dodd-Frank, Derivatives, Equities, Portfolio Management, FX Options, Trading
Education
The University of Akron
SunTrust Robinson Humphrey January 2007 - Present
e-telligent solutions, inc. January 1998 - Present
SunTrust Robinson Humphrey March 2002 - December 2006
Manatron, Inc. January 2001 - June 2002
4TechWork March 1998 - January 2001
Goodyear Tire & Rubber Company March 1998 - June 2000
Haines & Company, Inc January 1995 - March 1998
John G. Cleminshaw June 1991 - January 1995
Skills
Capital Markets, Banking, Risk Management, Fixed Income, Analysis, Investment Banking, Dodd-Frank, Derivatives, Equities, Portfolio Management, FX Options, Trading
Education
The University of Akron
Hays Wood's SunTrust Robinson Humphrey Experience March 2014 - Present
Job Vice President at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey March 2014 - Present
SunTrust Robinson Humphrey August 2011 - February 2014
SunTrust Robinson Humphrey August 2010 - July 2011
SunTrust Robinson Humphrey June 2007 - July 2010
Skills
Financial Modeling, Financial Analysis, Investment Banking, Financial Services, Corporate Finance, Finance, Capital Markets, Portfolio Management, Due Diligence, Valuation, Leadership
Education
The University of Georgia 2003 — 2007
Bachelor's, Finance
University of Georgia - Terry College of Business 2003 — 2007
Finance
SunTrust Robinson Humphrey March 2014 - Present
SunTrust Robinson Humphrey August 2011 - February 2014
SunTrust Robinson Humphrey August 2010 - July 2011
SunTrust Robinson Humphrey June 2007 - July 2010
Skills
Financial Modeling, Financial Analysis, Investment Banking, Financial Services, Corporate Finance, Finance, Capital Markets, Portfolio Management, Due Diligence, Valuation, Leadership
Education
The University of Georgia 2003 — 2007
Bachelor's, Finance
University of Georgia - Terry College of Business 2003 — 2007
Finance
Bradley Sosebee's SunTrust Robinson Humphrey Experience August 2007 - Present
Job Institutional Mmkt Sales at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey August 2007 - Present
SunTrust Robinson Humphrey August 2005 - August 2007
Education
The University of Georgia 1999 — 2003
BS, Biology
SunTrust Robinson Humphrey August 2007 - Present
SunTrust Robinson Humphrey August 2005 - August 2007
Education
The University of Georgia 1999 — 2003
BS, Biology
Matt Schilpp's SunTrust Robinson Humphrey Experience 2004 - Present
Job Vice President at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey 2004 - Present
Education
Syracuse University - Martin J. Whitman School of Management 2000 — 2004
B.S., Finance
McDonogh School 1988 — 2000
SunTrust Robinson Humphrey 2004 - Present
Education
Syracuse University - Martin J. Whitman School of Management 2000 — 2004
B.S., Finance
McDonogh School 1988 — 2000
Cynthia McElhaney's SunTrust Robinson Humphrey Experience Client DevelopmentVining Sparks, IBGJune 2005 - May 2007
Job Registered Sales Asst at SunTrust Robinson Humphrey
Industry Capital Markets
Experience
SunTrust Robinson Humphrey Client DevelopmentVining Sparks, IBGJune 2005 - May 2007
Skills
Strategic Planning, Microsoft Office, Customer Service, Budgets, Microsoft Excel, Team Building
Education
The University of Memphis 1994 — 2000
BBA, Finance
SunTrust Robinson Humphrey Client DevelopmentVining Sparks, IBGJune 2005 - May 2007
Skills
Strategic Planning, Microsoft Office, Customer Service, Budgets, Microsoft Excel, Team Building
Education
The University of Memphis 1994 — 2000
BBA, Finance
Sarah Nix's SunTrust Robinson Humphrey Experience March 2015 - Present
Job Director at SunTrust Robinson Humphrey
Industry Real Estate
Experience
SunTrust Robinson Humphrey March 2015 - Present
SunTrust Robinson Humphrey April 2011 - Present
Suntrust Robinson Humphrey April 2008 - April 2011
SunTrust Robinson Humphrey June 2005 - April 2008
Morgan Stanley May 2004 - May 2005
Education
The University of Georgia 2000 — 2004
University of Georgia - Terry College of Business 2000 — 2004
SunTrust Robinson Humphrey March 2015 - Present
SunTrust Robinson Humphrey April 2011 - Present
Suntrust Robinson Humphrey April 2008 - April 2011
SunTrust Robinson Humphrey June 2005 - April 2008
Morgan Stanley May 2004 - May 2005
Education
The University of Georgia 2000 — 2004
University of Georgia - Terry College of Business 2000 — 2004
Andy Gaia's SunTrust Robinson Humphrey Experience August 2012 - Present
Job Director, Loan Trading at SunTrust Robinson Humphrey, Inc.
Industry Investment Banking
Experience
SunTrust Robinson Humphrey August 2012 - Present
Raymond James Financial Inc. October 2008 - April 2012
Morgan Keegan September 1990 - September 2008
Union Planters Investment Bankers Group April 1988 - September 1990
Skills
Mortgage, Series 7, Investment Banking, Trading, Loans, Underwriting, Fixed Income, Credit
Education
The University of Memphis 1975 — 1981
BBA, Marketing/Finance
SunTrust Robinson Humphrey August 2012 - Present
Raymond James Financial Inc. October 2008 - April 2012
Morgan Keegan September 1990 - September 2008
Union Planters Investment Bankers Group April 1988 - September 1990
Skills
Mortgage, Series 7, Investment Banking, Trading, Loans, Underwriting, Fixed Income, Credit
Education
The University of Memphis 1975 — 1981
BBA, Marketing/Finance
Sean Montesi's SunTrust Robinson Humphrey Experience July 2005 - June 2008
Job at Gerber/Taylor Management Co.
Industry Investment Management
Experience
Gerber/Taylor Management Co. July 2010 - Present
Monroe Capital August 2009 - December 2009
Woodlawn Partners May 2009 - August 2009
SunTrust Robinson Humphrey July 2005 - June 2008
Skills
Hedge Funds, Private Equity, Emerging Markets, Equities, Portfolio Management, Investment Banking, Mergers & Acquisitions, Due Diligence, Financial Services, Investments, Capital, Valuation, Alternative Investments, LBO, Financial Advisory, Fund Of Funds, Asset Allocation
Education
The University of Chicago - Booth School of Business 2008 — 2010
MBA, Finance, Entrepreneurship, Strategic Management
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2001 — 2005
BSBA, Finance
Gerber/Taylor Management Co. July 2010 - Present
Monroe Capital August 2009 - December 2009
Woodlawn Partners May 2009 - August 2009
SunTrust Robinson Humphrey July 2005 - June 2008
Skills
Hedge Funds, Private Equity, Emerging Markets, Equities, Portfolio Management, Investment Banking, Mergers & Acquisitions, Due Diligence, Financial Services, Investments, Capital, Valuation, Alternative Investments, LBO, Financial Advisory, Fund Of Funds, Asset Allocation
Education
The University of Chicago - Booth School of Business 2008 — 2010
MBA, Finance, Entrepreneurship, Strategic Management
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2001 — 2005
BSBA, Finance
Esther Hong's SunTrust Robinson Humphrey Experience May 2012 - September 2013
Job Associate Analyst at Stifel Financial Corp.
Industry Investment Banking
Experience
Stifel Financial Corp. 2014 - Present
MLV & Co. 2013 - 2014
SunTrust Robinson Humphrey May 2012 - September 2013
CUNY, School of Law 2012 - 2012
Biotech Patent Attorney 2009 - 2012
Education
University of Georgia School of Law
J.D.
The Johns Hopkins University
M.S.
The Johns Hopkins University
B.S.
Stifel Financial Corp. 2014 - Present
MLV & Co. 2013 - 2014
SunTrust Robinson Humphrey May 2012 - September 2013
CUNY, School of Law 2012 - 2012
Biotech Patent Attorney 2009 - 2012
Education
University of Georgia School of Law
J.D.
The Johns Hopkins University
M.S.
The Johns Hopkins University
B.S.
Robert Massenburg's SunTrust Robinson Humphrey Experience August 2000 - Present
Job MD at SunTrust Robinson Humphrey
Industry Banking
Experience
SunTrust Robinson Humphrey August 2000 - Present
Wachovia Bank September 1984 - August 2000
Skills
Capital Markets, Structured Products, Investment Banking, Equities, Fixed Income
Education
The University of Georgia 1978 — 1982
Bachelor's Degree, Economics
SunTrust Robinson Humphrey August 2000 - Present
Wachovia Bank September 1984 - August 2000
Skills
Capital Markets, Structured Products, Investment Banking, Equities, Fixed Income
Education
The University of Georgia 1978 — 1982
Bachelor's Degree, Economics
James L. Malchow, CFA's SunTrust Robinson Humphrey Experience August 2013 - Present
Job Vice President at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey August 2013 - Present
BB&T Capital Markets February 2011 - August 2013
Advisors Asset Management, Inc. August 2009 - March 2011
Western Asset Management 2005 - 2009
Citigroup/Salomon Smith Barney 2003 - 2005
Travelers Insurance 2002 - 2003
Managed Endowment Fund, University of Connecticut 2001 - 2002
Parsons Brinckerhoff 1996 - 2000
Skills
Series 7, Intex, Fixed Income, Bloomberg, Bonds, Capital Markets, Portfolio Management, Asset Managment, Trading, Securities, Series 63
Education
The University of Connecticut School of Business 2000 — 2002
M.B.A., Finance
Syracuse University 1992 — 1996
B.S., Civil Engineering
SunTrust Robinson Humphrey August 2013 - Present
BB&T Capital Markets February 2011 - August 2013
Advisors Asset Management, Inc. August 2009 - March 2011
Western Asset Management 2005 - 2009
Citigroup/Salomon Smith Barney 2003 - 2005
Travelers Insurance 2002 - 2003
Managed Endowment Fund, University of Connecticut 2001 - 2002
Parsons Brinckerhoff 1996 - 2000
Skills
Series 7, Intex, Fixed Income, Bloomberg, Bonds, Capital Markets, Portfolio Management, Asset Managment, Trading, Securities, Series 63
Education
The University of Connecticut School of Business 2000 — 2002
M.B.A., Finance
Syracuse University 1992 — 1996
B.S., Civil Engineering
Cathy Lowe's SunTrust Robinson Humphrey Experience 1993 - 1999
Job at Westend Advisors
Industry Investment Management
Experience
WestEnd Advisors August 2009 - Present
Unisource Worldwide, Inc. 2004 - 2008
Mirant 1999 - 2004
SunTrust Robinson Humphrey 1993 - 1999
Skills
Forecasting, Analysis, Budgets, Strategic Planning, Trading, Strategy, Equities, Financial Analysis, Financial Modeling, Financial Reporting, Variance Analysis, Sarbanes-Oxley Act, Portfolio Management, Start-ups, Pricing, P&L Management, Strategic Financial..., Process Improvement, Finance
Education
The University of Georgia 1987 — 1991
BA
WestEnd Advisors August 2009 - Present
Unisource Worldwide, Inc. 2004 - 2008
Mirant 1999 - 2004
SunTrust Robinson Humphrey 1993 - 1999
Skills
Forecasting, Analysis, Budgets, Strategic Planning, Trading, Strategy, Equities, Financial Analysis, Financial Modeling, Financial Reporting, Variance Analysis, Sarbanes-Oxley Act, Portfolio Management, Start-ups, Pricing, P&L Management, Strategic Financial..., Process Improvement, Finance
Education
The University of Georgia 1987 — 1991
BA
Hillary Thomas's SunTrust Robinson Humphrey Experience July 2012 - Present
Job Vice President at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey July 2012 - Present
HSBC Securities 2009 - 2012
RBC Capital Markets 2009 - 2009
Bear Stearns/J.P. Morgan 2007 - 2008
Bear Stearns 2006 - 2006
Skills
Foreign Exchange, Equities, Prime Brokerage, Hedge Funds, Fixed Income, Series 7, Bloomberg, Capital Markets, Investment Banking, Alternative Investments, Structured Products, Derivatives, Securities Lending
Education
Spelman College 2003 — 2007
2007, Political Science
SunTrust Robinson Humphrey July 2012 - Present
HSBC Securities 2009 - 2012
RBC Capital Markets 2009 - 2009
Bear Stearns/J.P. Morgan 2007 - 2008
Bear Stearns 2006 - 2006
Skills
Foreign Exchange, Equities, Prime Brokerage, Hedge Funds, Fixed Income, Series 7, Bloomberg, Capital Markets, Investment Banking, Alternative Investments, Structured Products, Derivatives, Securities Lending
Education
Spelman College 2003 — 2007
2007, Political Science
Benjamin Barksdale's SunTrust Robinson Humphrey Experience June 2005 - September 2006
Job Managing Director | Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald October 2009 - Present
Cantor Fitzgerald September 2006 - October 2009
Suntrust Robinson Humphrey June 2005 - September 2006
Skills
Fixed Income, Bloomberg, Series 7, Capital Markets, Securities, MBS, Equities, Series 63, Bonds
Education
Rhodes College
Master's, Accounting
The University of Georgia
Bachelor's, Accounting
Cantor Fitzgerald October 2009 - Present
Cantor Fitzgerald September 2006 - October 2009
Suntrust Robinson Humphrey June 2005 - September 2006
Skills
Fixed Income, Bloomberg, Series 7, Capital Markets, Securities, MBS, Equities, Series 63, Bonds
Education
Rhodes College
Master's, Accounting
The University of Georgia
Bachelor's, Accounting
David Penter's SunTrust Robinson Humphrey Experience July 1986 - Present
Job Managing Director, Head of Industry and Regional Corporate Banking
Industry Investment Banking
Experience
SunTrust Robinson Humphrey July 1986 - Present
SunTrust Bank 1986 - Present
Skills
Portfolio Management, Corporate Finance, Capital Markets, Investment Banking, Financial Modeling, Financial Structuring, Financial Analysis, Mergers & Acquisitions, Management, Investments
Education
The University of Georgia 1982 — 1986
BBA, Finance
Lakeside High School
SunTrust Robinson Humphrey July 1986 - Present
SunTrust Bank 1986 - Present
Skills
Portfolio Management, Corporate Finance, Capital Markets, Investment Banking, Financial Modeling, Financial Structuring, Financial Analysis, Mergers & Acquisitions, Management, Investments
Education
The University of Georgia 1982 — 1986
BBA, Finance
Lakeside High School
Rob McKeon's SunTrust Robinson Humphrey Experience June 2007 - May 2009
Job Builder of Customer Focused Brands, Services and Products
Industry Hospital & Health Care
Experience
CVS Caremark Corporation June 2013 - Present
EF Education First August 2012 - February 2013
EF Education First June 2011 - August 2012
The Boston Consulting Group June 2010 - August 2010
SunTrust Robinson Humphrey June 2007 - May 2009
Skills
Strategy, Financial Modeling, Corporate Development, Marketing Strategy, Market Research, Project Management, Product Development, Product Management
Education
Harvard Business School 2009 — 2011
MBA
Swarthmore College 2003 — 2007
BA, Economics
The Paideia School 1997 — 2003
CVS Caremark Corporation June 2013 - Present
EF Education First August 2012 - February 2013
EF Education First June 2011 - August 2012
The Boston Consulting Group June 2010 - August 2010
SunTrust Robinson Humphrey June 2007 - May 2009
Skills
Strategy, Financial Modeling, Corporate Development, Marketing Strategy, Market Research, Project Management, Product Development, Product Management
Education
Harvard Business School 2009 — 2011
MBA
Swarthmore College 2003 — 2007
BA, Economics
The Paideia School 1997 — 2003
Jackson Craig's SunTrust Robinson Humphrey Experience November 2013 - September 2014
Job Global Markets BBVA
Industry Investment Banking
Experience
BBVA November 2014 - Present
SunTrust Robinson Humphrey November 2013 - September 2014
SunTrust Robinson Humphrey June 2006 - October 2013
Pacific Western Bank 1998 - May 2006
Banamex July 1997 - 1998
Skills
Capital Markets, Derivatives, FX Options, Corporate Finance, Financial Markets, Foreign Exchange, Risk Management, Trading, Foreign Exchange Risk..., Interest Rate Swaps, Economics, Financial Risk..., Series 7, Series 63, FX trading, Cash Management, Currency, Interest Rate..., Swaps, Hedging
Education
Texas Christian University 1993 — 1997
BA, International Politics/Spanish/Economics
St. Stephen's Episcopal School 1991 — 1993
BBVA November 2014 - Present
SunTrust Robinson Humphrey November 2013 - September 2014
SunTrust Robinson Humphrey June 2006 - October 2013
Pacific Western Bank 1998 - May 2006
Banamex July 1997 - 1998
Skills
Capital Markets, Derivatives, FX Options, Corporate Finance, Financial Markets, Foreign Exchange, Risk Management, Trading, Foreign Exchange Risk..., Interest Rate Swaps, Economics, Financial Risk..., Series 7, Series 63, FX trading, Cash Management, Currency, Interest Rate..., Swaps, Hedging
Education
Texas Christian University 1993 — 1997
BA, International Politics/Spanish/Economics
St. Stephen's Episcopal School 1991 — 1993
Bennett Brian's SunTrust Robinson Humphrey Experience Director,SVP,Fixed Income Research - Board Member NBC Capital MarketsNBC Capital Markets Group, IncMarch 2002 - March 2005
Job Managing Director at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey Director,SVP,Fixed Income Research - Board Member NBC Capital MarketsNBC Capital Markets Group, IncMarch 2002 - March 2005
Vining Sparks, IBG January 2000 - January 2002
Morgan Keegan January 1995 - January 2000
Education
The University of Memphis 1989 — 2004
BBA/ Working toward MBA, Finance
Memphis Harding Academy - High School 1976 — 1989
High School, Liberal Arts
SunTrust Robinson Humphrey Director,SVP,Fixed Income Research - Board Member NBC Capital MarketsNBC Capital Markets Group, IncMarch 2002 - March 2005
Vining Sparks, IBG January 2000 - January 2002
Morgan Keegan January 1995 - January 2000
Education
The University of Memphis 1989 — 2004
BBA/ Working toward MBA, Finance
Memphis Harding Academy - High School 1976 — 1989
High School, Liberal Arts
Dan Clubb's SunTrust Robinson Humphrey Experience June 2015 - Present
Job Asset Based Lending
Industry Banking
Experience
SunTrust Robinson Humphrey June 2015 - Present
Regions Business Capital June 2012 - June 2015
Bank of America Business Capital September 2008 - April 2012
Bank of America March 2004 - September 2008
Skills
Credit Analysis, Investment Banking, Banking, Credit, Commercial Banking, Commercial Lending, Loans, Financial Risk, Underwriting
Education
Texas A&M University 1994 — 1998
BBA, Finance
SunTrust Robinson Humphrey June 2015 - Present
Regions Business Capital June 2012 - June 2015
Bank of America Business Capital September 2008 - April 2012
Bank of America March 2004 - September 2008
Skills
Credit Analysis, Investment Banking, Banking, Credit, Commercial Banking, Commercial Lending, Loans, Financial Risk, Underwriting
Education
Texas A&M University 1994 — 1998
BBA, Finance
Thomas F. Hedrick's SunTrust Robinson Humphrey Experience June 2011 - Present
Job Managing Director Petroleum Engineering Manager at SunTrust Robinson Humphrey
Industry Oil & Energy
Experience
SunTrust Robinson Humphrey June 2011 - Present
RPS Group October 2010 - June 2011
Highland Oil & Gas, LLC 2009 - 2010
Wells Fargo Bank 2005 - 2009
Richardson Barr & Co. 2003 - 2005
Education
The University of Texas at Austin 1972 — 1977
BS, Petroleum Engineering
SunTrust Robinson Humphrey June 2011 - Present
RPS Group October 2010 - June 2011
Highland Oil & Gas, LLC 2009 - 2010
Wells Fargo Bank 2005 - 2009
Richardson Barr & Co. 2003 - 2005
Education
The University of Texas at Austin 1972 — 1977
BS, Petroleum Engineering
Gerel Clayborne's SunTrust Robinson Humphrey Experience July 2005 - January 2008
Job Finacial Consultant at Ryder System, Inc
Industry Financial Services
Experience
Ryder System, Inc. August 2013 - Present
Ryder System, Inc. May 2012 - August 2013
Ryder System, Inc. June 2011 - May 2012
Sun Capital Partners January 2008 - July 2010
SunTrust Robinson Humphrey July 2005 - January 2008
Skills
Hyperion, Excel, Bloomberg, Capital Iq, Word, PowerPoint, Analysis, Hyperion Enterprise, Microsoft Excel, Microsoft Word, Valuation, Leadership, Business Strategy, Investments, Finance, Management, Corporate Finance, Auditing, Due Diligence, Capital IQ, Financial Reporting
Education
University of Miami - School of Business 2010 — 2012
MBA
Spelman College 2001 — 2005
BA
Ryder System, Inc. August 2013 - Present
Ryder System, Inc. May 2012 - August 2013
Ryder System, Inc. June 2011 - May 2012
Sun Capital Partners January 2008 - July 2010
SunTrust Robinson Humphrey July 2005 - January 2008
Skills
Hyperion, Excel, Bloomberg, Capital Iq, Word, PowerPoint, Analysis, Hyperion Enterprise, Microsoft Excel, Microsoft Word, Valuation, Leadership, Business Strategy, Investments, Finance, Management, Corporate Finance, Auditing, Due Diligence, Capital IQ, Financial Reporting
Education
University of Miami - School of Business 2010 — 2012
MBA
Spelman College 2001 — 2005
BA
Vetrece Jackson's SunTrust Robinson Humphrey Experience 2004 - 2006
Job Hedge Fund Portfolio Accounting Manager at Trident Fund Services, Inc.
Industry Financial Services
Experience
Trident Fund Services, Inc. March 2014 - Present
Partnership Financial Consulting, LLC January 2008 - Present
SunTrust Robinson Humphrey 2004 - 2006
Astral Brands 2003 - 2004
Skills
Hedge Funds, Fixed Income, Private Equity, Portfolio Management, Finance, Fund Of Funds, Asset Management, Due Diligence, Financial Modeling, Financial Analysis, Alternative Investments, Valuation, Investment Management, Auditing, Securities
Education
Spelman College 1999 — 2003
Riverwood
Trident Fund Services, Inc. March 2014 - Present
Partnership Financial Consulting, LLC January 2008 - Present
SunTrust Robinson Humphrey 2004 - 2006
Astral Brands 2003 - 2004
Skills
Hedge Funds, Fixed Income, Private Equity, Portfolio Management, Finance, Fund Of Funds, Asset Management, Due Diligence, Financial Modeling, Financial Analysis, Alternative Investments, Valuation, Investment Management, Auditing, Securities
Education
Spelman College 1999 — 2003
Riverwood
Jack Whitaker, CFA's SunTrust Robinson Humphrey Experience August 1991 - Present
Job Director, Fixed Income Sales at Suntrust Robinson Humphrey
Industry Investment Banking
Experience
RJ Property Management, LLC June 2011 - Present
Barnes Marine Sales January 2011 - Present
Smith Family Motors, LLC April 2004 - Present
Chemical Specialties, LLC January 2002 - Present
AAA Lawn Care, LLC January 2000 - Present
AAA Service Company, LLC July 1998 - Present
Suntrust Robinson Humphrey August 1991 - Present
Skills
Investments, Banking, Fixed Income, Management, Capital Markets, Trading, Bonds, Financial Modeling, Financial Services, Investment Banking, Financial Analysis, Portfolio Management, Accounting, Asset Management, Series 7, Securities, Sales, Private Equity, Hedge Funds, Valuation, Bloomberg, Insurance, Leadership, Series 63, Equities
Education
The University of Memphis 1981 — 1986
Bachelors, Finance
RJ Property Management, LLC June 2011 - Present
Barnes Marine Sales January 2011 - Present
Smith Family Motors, LLC April 2004 - Present
Chemical Specialties, LLC January 2002 - Present
AAA Lawn Care, LLC January 2000 - Present
AAA Service Company, LLC July 1998 - Present
Suntrust Robinson Humphrey August 1991 - Present
Skills
Investments, Banking, Fixed Income, Management, Capital Markets, Trading, Bonds, Financial Modeling, Financial Services, Investment Banking, Financial Analysis, Portfolio Management, Accounting, Asset Management, Series 7, Securities, Sales, Private Equity, Hedge Funds, Valuation, Bloomberg, Insurance, Leadership, Series 63, Equities
Education
The University of Memphis 1981 — 1986
Bachelors, Finance
Chad Ramsey's SunTrust Robinson Humphrey Experience October 2011 - Present
Job Director at SunTrust Bank
Industry Financial Services
Experience
SunTrust Robinson Humphrey October 2011 - Present
Wells Fargo Capital Finance July 2008 - October 2011
CIT November 2005 - July 2008
JP Morgan Chase May 1997 - November 2005
Skills
Asset Based Lending, Credit Analysis, Factoring, Loan Origination, Syndications, Commercial Finance, Commercial Banking, Loans, Small Business Lending, Structured Finance, Capital Markets, Underwriting
Education
Southern Methodist University - Cox School of Business 1995 — 1997
MBA, Finance
University of Oklahoma 1990 — 1994
Bachelor of Business Administration (BBA), Accounting
SunTrust Robinson Humphrey October 2011 - Present
Wells Fargo Capital Finance July 2008 - October 2011
CIT November 2005 - July 2008
JP Morgan Chase May 1997 - November 2005
Skills
Asset Based Lending, Credit Analysis, Factoring, Loan Origination, Syndications, Commercial Finance, Commercial Banking, Loans, Small Business Lending, Structured Finance, Capital Markets, Underwriting
Education
Southern Methodist University - Cox School of Business 1995 — 1997
MBA, Finance
University of Oklahoma 1990 — 1994
Bachelor of Business Administration (BBA), Accounting
Jeff Fisher's SunTrust Robinson Humphrey Experience 1998 - 2003
Job Chief Financial Officer at Covenant Surgical Partners
Industry Hospital & Health Care
Experience
Covenant Surgical Partners July 2014 - Present
Riffs 2011 - 2014
Riffs 2011 - 2014
Pinnacle Financial Partners 2003 - 2008
SunTrust Robinson Humphrey 1998 - 2003
Equitable Securities Corporation 1995 - 1998
J.B.B. Hilliard-Lyons 1991 - 1995
First Union National Bank 1989 - 1991
First American National Bank 1987 - 1989
Freeman Investments 1984 - 1987
Skills
Revenue Cycle, Budgets, Healthcare Information..., Leadership, Medicare, Healthcare, HIPAA, Financial Reporting, Managed Care, Healthcare Management, Team Building, Nonprofits, EHR, Hospitals, Process Improvement, Employee Benefits, Strategic Planning, Business Development, Physician Relations, Insurance, Financial Analysis, Finance, Health Insurance, Executive Management, Data Analysis, Performance Improvement
Education
Vanderbilt University 1973 — 1977
B.A. Business Administration, Math, History
Tennessee State University 1981 — 1984
Master of Business Administration (M.B.A.), Management
Covenant Surgical Partners July 2014 - Present
Riffs 2011 - 2014
Riffs 2011 - 2014
Pinnacle Financial Partners 2003 - 2008
SunTrust Robinson Humphrey 1998 - 2003
Equitable Securities Corporation 1995 - 1998
J.B.B. Hilliard-Lyons 1991 - 1995
First Union National Bank 1989 - 1991
First American National Bank 1987 - 1989
Freeman Investments 1984 - 1987
Skills
Revenue Cycle, Budgets, Healthcare Information..., Leadership, Medicare, Healthcare, HIPAA, Financial Reporting, Managed Care, Healthcare Management, Team Building, Nonprofits, EHR, Hospitals, Process Improvement, Employee Benefits, Strategic Planning, Business Development, Physician Relations, Insurance, Financial Analysis, Finance, Health Insurance, Executive Management, Data Analysis, Performance Improvement
Education
Vanderbilt University 1973 — 1977
B.A. Business Administration, Math, History
Tennessee State University 1981 — 1984
Master of Business Administration (M.B.A.), Management
Michael Monk's SunTrust Robinson Humphrey Experience April 2014 - Present
Job Director at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey April 2014 - Present
Goldman Sachs 2012 - April 2014
Morgan Stanley 2010 - 2012
Credit Suisse 2005 - 2010
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) 1998 - 2002
Skills
Investment Banking, Valuation, Capital Markets
Education
University of Virginia Darden School of Business 2003 — 2005
MBA
The University of Georgia 1994 — 1998
BBA, Finance
SunTrust Robinson Humphrey April 2014 - Present
Goldman Sachs 2012 - April 2014
Morgan Stanley 2010 - 2012
Credit Suisse 2005 - 2010
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) 1998 - 2002
Skills
Investment Banking, Valuation, Capital Markets
Education
University of Virginia Darden School of Business 2003 — 2005
MBA
The University of Georgia 1994 — 1998
BBA, Finance
Eric Clubb's SunTrust Robinson Humphrey Experience August 2005 - Present
Job Fixed Income Sales Assistant at SunTrust Robinson Humphrey
Industry Banking
Experience
SunTrust Robinson Humphrey August 2005 - Present
Ameriprise Financial Services, Inc. March 2003 - August 2005
Education
The University of Memphis 1999 — 2002
Communications
SunTrust Robinson Humphrey August 2005 - Present
Ameriprise Financial Services, Inc. March 2003 - August 2005
Education
The University of Memphis 1999 — 2002
Communications
Matt Pressey, CPA's SunTrust Robinson Humphrey Experience August 2014 - Present
Job Senior Accountant Assistant Vice President at SunTrust Robinson Humphrey
Industry Accounting
Experience
SunTrust Robinson Humphrey August 2014 - Present
Rector & Reeder, PC April 2011 - August 2014
Athens First Bank and Trust July 2007 - May 2010
SB Capital Group LLC February 2001 - June 2007
Winn Dixie November 1999 - January 2001
Winn Dixie April 1998 - November 1999
Skills
Financial Analysis, Banking, GAAP, US GAAP, Financial Statements, Sarbanes-Oxley, Revenue Recognition, Variance Analysis, Financial Reporting, Sarbanes-Oxley Act, Internal Controls, Financial Accounting, Cash Flow Statements, Cash Flow, Ratios, Banking Relationships, External Audit, Consolidation, Assurance
Education
The University of Connecticut School of Business 2010 — 2011
Master of Science, Accounting
University of Maryland College Park 2007 — 2009
Accounting Certificate, Accounting
The University of Georgia 1993 — 1997
Bachelor of Arts, Political Science
SunTrust Robinson Humphrey August 2014 - Present
Rector & Reeder, PC April 2011 - August 2014
Athens First Bank and Trust July 2007 - May 2010
SB Capital Group LLC February 2001 - June 2007
Winn Dixie November 1999 - January 2001
Winn Dixie April 1998 - November 1999
Skills
Financial Analysis, Banking, GAAP, US GAAP, Financial Statements, Sarbanes-Oxley, Revenue Recognition, Variance Analysis, Financial Reporting, Sarbanes-Oxley Act, Internal Controls, Financial Accounting, Cash Flow Statements, Cash Flow, Ratios, Banking Relationships, External Audit, Consolidation, Assurance
Education
The University of Connecticut School of Business 2010 — 2011
Master of Science, Accounting
University of Maryland College Park 2007 — 2009
Accounting Certificate, Accounting
The University of Georgia 1993 — 1997
Bachelor of Arts, Political Science
Revant Gupta's SunTrust Robinson Humphrey Experience 2012 - 2013
Job
Industry Investment Banking
Experience
SunTrust Robinson Humphrey 2012 - 2013
The Blackstone Group June 2011 - August 2011
Citi Venture Capital International May 2010 - July 2010
Education
The University of Georgia 2008 — 2012
Lakeside High School
SunTrust Robinson Humphrey 2012 - 2013
The Blackstone Group June 2011 - August 2011
Citi Venture Capital International May 2010 - July 2010
Education
The University of Georgia 2008 — 2012
Lakeside High School
Gini Steele's SunTrust Robinson Humphrey Experience March 1983 - March 2006
Job Banker / Wells Fargo
Industry Banking
Experience
Wells Fargo May 2014 - Present
Atlanta Intown Real Estate October 2007 - May 2014
SunTrust Robinson Humphrey March 1983 - March 2006
Skills
Series 7, Investments
Education
The University of Georgia 1974 — 1978
Journalism
Wells Fargo May 2014 - Present
Atlanta Intown Real Estate October 2007 - May 2014
SunTrust Robinson Humphrey March 1983 - March 2006
Skills
Series 7, Investments
Education
The University of Georgia 1974 — 1978
Journalism
Alicia Vesely's SunTrust Robinson Humphrey Experience June 2013 - July 2014
Job JD/MBA Candidate at the University of Texas
Industry Hospital & Health Care
Experience
The Advisory Board Company August 2014 - June 2015
SunTrust Robinson Humphrey June 2013 - July 2014
SunTrust Robinson Humphrey June 2012 - June 2013
Citi June 2011 - August 2011
Skills
Microsoft Excel, Financial Analysis, Financial Modeling, Economics, Microsoft Office, PowerPoint, Research, Bloomberg, Data Analysis
Education
The University of Texas at Austin 2015 — 2018
JD/MBA Candidate
Yale University 2008 — 2012
BA
The Lovett School 2004 — 2008
The Advisory Board Company August 2014 - June 2015
SunTrust Robinson Humphrey June 2013 - July 2014
SunTrust Robinson Humphrey June 2012 - June 2013
Citi June 2011 - August 2011
Skills
Microsoft Excel, Financial Analysis, Financial Modeling, Economics, Microsoft Office, PowerPoint, Research, Bloomberg, Data Analysis
Education
The University of Texas at Austin 2015 — 2018
JD/MBA Candidate
Yale University 2008 — 2012
BA
The Lovett School 2004 — 2008
vernon woods's SunTrust Robinson Humphrey Experience
Job banker at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Banking
Education
The University of Georgia 1979 — 1984
bs, statistics
SunTrust Robinson Humphrey
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Banking
Education
The University of Georgia 1979 — 1984
bs, statistics
Shelley Alperin's SunTrust Robinson Humphrey Experience January 2014 - Present
Job Learning Solutions at SunTrust Robinson Humphrey
Industry Banking
Experience
SunTrust Robinson Humphrey January 2014 - Present
SunTrust Bank September 2012 - November 2012
SunTrust Bank May 2006 - August 2012
Skills
Banking, Credit Analysis, Commercial Banking, Credit, PowerPoint, Loans, Portfolio Management, Financial Services, Training, Recruiting, Talent Management, Leadership
Education
The University of Georgia
Bachelor of Business Administration (BBA), Finance
SunTrust Robinson Humphrey January 2014 - Present
SunTrust Bank September 2012 - November 2012
SunTrust Bank May 2006 - August 2012
Skills
Banking, Credit Analysis, Commercial Banking, Credit, PowerPoint, Loans, Portfolio Management, Financial Services, Training, Recruiting, Talent Management, Leadership
Education
The University of Georgia
Bachelor of Business Administration (BBA), Finance
Josh Fanaroff's SunTrust Robinson Humphrey Experience November 2014 - Present
Job
Industry
Experience
SunTrust Robinson Humphrey November 2014 - Present
Randstad US March 2013 - November 2014
Houlihan Lokey June 2010 - March 2013
Career Group Inc. (Contracted Houlihan Lokey) September 2005 - May 2010
Credit Agricole Indosuez/ Broadstreet Group January 2002 - December 2004
High Point School of Bergen County June 2000 - August 2002
Standard Motor Products January 2000 - December 2000
Morgan Stanley January 1998 - December 1999
Celebrity Service International June 1997 - October 1998
Skills
Administrative..., Travel Arrangements, Office Management, Office Administration, Outlook
Education
Syracuse University
Bachelor of Fine Arts (BFA), Theatre
SunTrust Robinson Humphrey November 2014 - Present
Randstad US March 2013 - November 2014
Houlihan Lokey June 2010 - March 2013
Career Group Inc. (Contracted Houlihan Lokey) September 2005 - May 2010
Credit Agricole Indosuez/ Broadstreet Group January 2002 - December 2004
High Point School of Bergen County June 2000 - August 2002
Standard Motor Products January 2000 - December 2000
Morgan Stanley January 1998 - December 1999
Celebrity Service International June 1997 - October 1998
Skills
Administrative..., Travel Arrangements, Office Management, Office Administration, Outlook
Education
Syracuse University
Bachelor of Fine Arts (BFA), Theatre
Justin Cain's SunTrust Robinson Humphrey Experience 2013 - Present
Job Director Mergers & Acquisitions at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey 2013 - Present
UBS Investment Bank 2011 - 2013
Citi 2010 - 2011
Citi 2006 - 2009
Lehman Brothers 2005 - 2006
Skills
Mergers & Acquisitions
Education
Yale School of Management 2003 — 2005
Master of Business Administration (MBA), Finance, General
The University of Texas at Austin 1995 — 1998
Bachelor of Business Administration (BBA), Finance, General
SunTrust Robinson Humphrey 2013 - Present
UBS Investment Bank 2011 - 2013
Citi 2010 - 2011
Citi 2006 - 2009
Lehman Brothers 2005 - 2006
Skills
Mergers & Acquisitions
Education
Yale School of Management 2003 — 2005
Master of Business Administration (MBA), Finance, General
The University of Texas at Austin 1995 — 1998
Bachelor of Business Administration (BBA), Finance, General
Paul Enright's SunTrust Robinson Humphrey Experience March 2007 - June 2010
Job Director at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets August 2010 - Present
SunTrust Robinson Humphrey March 2007 - June 2010
JPMorgan Chase & Co. February 1996 - March 2007
JPL (NASA's Jet Propulsion Laboratory) June 1984 - November 1995
Skills
Risk Management, Financial Modeling
Education
University of Illinois at Urbana-Champaign 1987 — 1991
Doctor of Philosophy (PhD), Aerospace, Aeronautical and Astronautical Engineering
Stanford University 1985 — 1986
Master of Science (MS), Aerospace, Aeronautical and Astronautical Engineering
University of Illinois at Urbana-Champaign 1981 — 1985
Bachelor of Science (BS), Aerospace, Aeronautical and Astronautical Engineering
St. Ignatius College Prep 1977 — 1981
BMO Capital Markets August 2010 - Present
SunTrust Robinson Humphrey March 2007 - June 2010
JPMorgan Chase & Co. February 1996 - March 2007
JPL (NASA's Jet Propulsion Laboratory) June 1984 - November 1995
Skills
Risk Management, Financial Modeling
Education
University of Illinois at Urbana-Champaign 1987 — 1991
Doctor of Philosophy (PhD), Aerospace, Aeronautical and Astronautical Engineering
Stanford University 1985 — 1986
Master of Science (MS), Aerospace, Aeronautical and Astronautical Engineering
University of Illinois at Urbana-Champaign 1981 — 1985
Bachelor of Science (BS), Aerospace, Aeronautical and Astronautical Engineering
St. Ignatius College Prep 1977 — 1981
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY