SunTrust Robinson Humphrey
Industry: Company
DescriptionHeadquarters: Atlanta, Georgia, United States CEO: John N. Gregg Founded: 1995 Subsidiaries: SunTrust Robinson Humphrey, Inc., Research Division, Parent organization: SunTrust Banks
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SunTrust Robinson Humphrey Employees
Employee
Years
Job
Industry
Adam Rushing, CPA Adam Rushing, CPA's SunTrust Robinson Humphrey Experience September 2015 - Present
Job Accountant at Suntrust Robinson Humphrey
Industry Accounting
Experience
SunTrust Robinson Humphrey September 2015 - Present
RaceTrac Petroleum November 2013 - Present
Habif, Arogeti & Wynne,LLP September 2011 - November 2013
University of Alabama June 2008 - August 2011
Red Lobster July 2008 - May 2010
AFFLINK January 2010 - April 2010
Ryder System, Inc. May 2007 - June 2008
Savela Office Solutions March 2007 - May 2007
Ricatoni's Italian Grill May 2004 - May 2007
Best Buy October 2002 - May 2004
Skills
Accounts Receivable, Accounts Payable, Microsoft Excel, QuickBooks, CPA, PowerPoint, Microsoft Word, Finance, Caseware, Caseview, PPC, IDEA, German, JD Edwards
Education
University of Alabama 2010 — 2011
Master's of Accountancy, Accounting
University of Alabama 2008 — 2010
Bachelors, Accounting
University of North Alabama 2003 — 2006
Bachelors, Marketing
University of Alabama Huntsville 2001 — 2003
BS, Electrical Engineering
SunTrust Robinson Humphrey September 2015 - Present
RaceTrac Petroleum November 2013 - Present
Habif, Arogeti & Wynne,LLP September 2011 - November 2013
University of Alabama June 2008 - August 2011
Red Lobster July 2008 - May 2010
AFFLINK January 2010 - April 2010
Ryder System, Inc. May 2007 - June 2008
Savela Office Solutions March 2007 - May 2007
Ricatoni's Italian Grill May 2004 - May 2007
Best Buy October 2002 - May 2004
Skills
Accounts Receivable, Accounts Payable, Microsoft Excel, QuickBooks, CPA, PowerPoint, Microsoft Word, Finance, Caseware, Caseview, PPC, IDEA, German, JD Edwards
Education
University of Alabama 2010 — 2011
Master's of Accountancy, Accounting
University of Alabama 2008 — 2010
Bachelors, Accounting
University of North Alabama 2003 — 2006
Bachelors, Marketing
University of Alabama Huntsville 2001 — 2003
BS, Electrical Engineering
Marissa Cessna Marissa Cessna's SunTrust Robinson Humphrey Experience September 2015 - Present
Job Investment Banking Analyst at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey September 2015 - Present
Angel Oak Capital Partners, LLC May 2013 - September 2015
Peraza Capital & Investment, LLC December 2012 - May 2013
Peraza Capital & Investment, LLC May 2011 - December 2012
Skills
Series 7, Series 63, Bloomberg, Uniform Combined State..., Relationship Management, Finance, Capital Markets, Fixed Income, Interest Rate..., Trading, Derivatives, Alternative Investments, Bloomberg Terminal, PowerPoint, Microsoft Excel, Public Speaking, Microsoft Office, Financial Analysis
Education
UF Hough Graduate School of Business 2010 — 2011
Master of Science, Business Management
University of Florida 2007 — 2010
Bachelor of Arts, Political Science
H.B. Plant High School 2003 — 2007
SunTrust Robinson Humphrey September 2015 - Present
Angel Oak Capital Partners, LLC May 2013 - September 2015
Peraza Capital & Investment, LLC December 2012 - May 2013
Peraza Capital & Investment, LLC May 2011 - December 2012
Skills
Series 7, Series 63, Bloomberg, Uniform Combined State..., Relationship Management, Finance, Capital Markets, Fixed Income, Interest Rate..., Trading, Derivatives, Alternative Investments, Bloomberg Terminal, PowerPoint, Microsoft Excel, Public Speaking, Microsoft Office, Financial Analysis
Education
UF Hough Graduate School of Business 2010 — 2011
Master of Science, Business Management
University of Florida 2007 — 2010
Bachelor of Arts, Political Science
H.B. Plant High School 2003 — 2007
Nicholas Honka Nicholas Honka's SunTrust Robinson Humphrey Experience June 2015 - Present
Job Investment Banking Summer Analyst at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey June 2015 - Present
NOVUMED Life Science Consulting & Advisory May 2014 - August 2014
Sentinel Benefits & Financial Group May 2013 - August 2013
Education
University of Florida 2011 — 2015
Master's Degree, Finance, Junior
SunTrust Robinson Humphrey June 2015 - Present
NOVUMED Life Science Consulting & Advisory May 2014 - August 2014
Sentinel Benefits & Financial Group May 2013 - August 2013
Education
University of Florida 2011 — 2015
Master's Degree, Finance, Junior
Mark Dombrowski, CFA Mark Dombrowski, CFA's SunTrust Robinson Humphrey Experience October 2014 - Present
Job Vice President at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey October 2014 - Present
Bank of America Merrill Lynch January 2010 - April 2014
Altegris Investments April 2009 - December 2009
Banc of America Securities July 2008 - March 2009
Context Capital Management, LLC June 2003 - July 2006
Engemann Asset Management June 1997 - August 2001
Skills
Financial Modeling, Private Equity, Hedge Funds, Leadership, Analysis, Capital Markets, Finance, Business Intelligence, Portfolio Management, Investments, Strategy, Corporate Finance, Equities, Mergers, Investment Banking, Due Diligence, Mergers & Acquisitions, Financial Analysis, Valuation, Risk Management, Management, Banking, Securities
Education
University of Southern California - Marshall School of Business 2006 — 2008
MBA
Chartered Financial Analyst designation 2003 — 2006
CFA
University of California, San Diego 1999 — 2003
BS
SunTrust Robinson Humphrey October 2014 - Present
Bank of America Merrill Lynch January 2010 - April 2014
Altegris Investments April 2009 - December 2009
Banc of America Securities July 2008 - March 2009
Context Capital Management, LLC June 2003 - July 2006
Engemann Asset Management June 1997 - August 2001
Skills
Financial Modeling, Private Equity, Hedge Funds, Leadership, Analysis, Capital Markets, Finance, Business Intelligence, Portfolio Management, Investments, Strategy, Corporate Finance, Equities, Mergers, Investment Banking, Due Diligence, Mergers & Acquisitions, Financial Analysis, Valuation, Risk Management, Management, Banking, Securities
Education
University of Southern California - Marshall School of Business 2006 — 2008
MBA
Chartered Financial Analyst designation 2003 — 2006
CFA
University of California, San Diego 1999 — 2003
BS
Hayes Ashcraft Hayes Ashcraft's SunTrust Robinson Humphrey Experience June 2013 - November 2013
Job Associate at Guggenheim Securities
Industry Investment Banking
Experience
Guggenheim Securities November 2013 - Present
SunTrust Robinson Humphrey June 2013 - November 2013
SunTrust Robinson Humphrey June 2010 - June 2013
Porter Orlin LLC June 2009 - July 2009
Skills
Investment Banking, M&A experience, Acquisition Financing, Financial Modeling, Financial Analysis, Valuation, DCF, LBO, Capital Markets, Corporate Finance, Series 7, Series 79, Series 63, Bloomberg, Capital IQ, Merger Market, Investments, Divestitures, Acquisitions
Education
Washington and Lee University 2006 — 2010
Bachelor of Business Administration (BBA), Finance
Universidad Pablo de Olavide
International Business Program
Guggenheim Securities November 2013 - Present
SunTrust Robinson Humphrey June 2013 - November 2013
SunTrust Robinson Humphrey June 2010 - June 2013
Porter Orlin LLC June 2009 - July 2009
Skills
Investment Banking, M&A experience, Acquisition Financing, Financial Modeling, Financial Analysis, Valuation, DCF, LBO, Capital Markets, Corporate Finance, Series 7, Series 79, Series 63, Bloomberg, Capital IQ, Merger Market, Investments, Divestitures, Acquisitions
Education
Washington and Lee University 2006 — 2010
Bachelor of Business Administration (BBA), Finance
Universidad Pablo de Olavide
International Business Program
Thomas Mains Thomas Mains's SunTrust Robinson Humphrey Experience June 2008 - June 2012
Job Banker Associate at J.P. Morgan Private Bank
Industry Banking
Experience
J.P. Morgan Private Bank October 2013 - Present
Tulane University June 2012 - May 2013
SunTrust Robinson Humphrey June 2008 - June 2012
Wachovia Securities Financial Network June 2006 - June 2008
Skills
Capital Markets, Financial Modeling, Valuation, Investment Banking, Trading, Financial Analysis, Investments, Risk Management, Due Diligence, Equities, Series 7, Bloomberg, Microsoft Excel, Portfolio Management, Fixed Income
Education
Tulane University - A.B. Freeman School of Business 2012 — 2013
Master of Finance
Virginia Tech 2001 — 2005
Bachelor of Science, Biology/Chemistry
J.P. Morgan Private Bank October 2013 - Present
Tulane University June 2012 - May 2013
SunTrust Robinson Humphrey June 2008 - June 2012
Wachovia Securities Financial Network June 2006 - June 2008
Skills
Capital Markets, Financial Modeling, Valuation, Investment Banking, Trading, Financial Analysis, Investments, Risk Management, Due Diligence, Equities, Series 7, Bloomberg, Microsoft Excel, Portfolio Management, Fixed Income
Education
Tulane University - A.B. Freeman School of Business 2012 — 2013
Master of Finance
Virginia Tech 2001 — 2005
Bachelor of Science, Biology/Chemistry
Dennis Conway Dennis Conway's SunTrust Robinson Humphrey Experience March 2005 - June 2007
Job Managing Director at Huntington Bank
Industry Capital Markets
Experience
Huntington National Bank October 2014 - Present
EverBank Commercial Finance September 2013 - October 2014
UniCredit Corporate & Investment Banking June 2007 - April 2013
SunTrust Robinson Humphrey March 2005 - June 2007
RBC Dain Rauscher September 2003 - March 2005
National City Bank September 2001 - September 2003
Bank One February 1999 - September 2001
JP Morgan September 1993 - February 1999
Skills
Securitization, Banking, Structured Finance, Capital Markets, Securities, Structured Products, New Business Development, Relationship Management, Corporate Banking, Middle Market, Asset Based Lending, Cross Selling, Corporate Finance, Investor Relations, Business Planning, Marketing, Negotiation, BDCs, Forecasting, Financial Modeling, Credit, Financial Structuring, Treasury Management, Liquidity Solutions, CLO, ABCP, Financial Analysis, ABS, Portfolio Management, Fixed Income, Commercial Banking, Derivatives, Bonds, Investment Banking, CDO, Global Client Management, Leveraged Finance, Bloomberg, MBS, Credit Derivatives, Finance, Risk Management, Management, Asset Management, Credit Risk
Education
University of Delaware 1989 — 1993
BA, Economics
Huntington National Bank October 2014 - Present
EverBank Commercial Finance September 2013 - October 2014
UniCredit Corporate & Investment Banking June 2007 - April 2013
SunTrust Robinson Humphrey March 2005 - June 2007
RBC Dain Rauscher September 2003 - March 2005
National City Bank September 2001 - September 2003
Bank One February 1999 - September 2001
JP Morgan September 1993 - February 1999
Skills
Securitization, Banking, Structured Finance, Capital Markets, Securities, Structured Products, New Business Development, Relationship Management, Corporate Banking, Middle Market, Asset Based Lending, Cross Selling, Corporate Finance, Investor Relations, Business Planning, Marketing, Negotiation, BDCs, Forecasting, Financial Modeling, Credit, Financial Structuring, Treasury Management, Liquidity Solutions, CLO, ABCP, Financial Analysis, ABS, Portfolio Management, Fixed Income, Commercial Banking, Derivatives, Bonds, Investment Banking, CDO, Global Client Management, Leveraged Finance, Bloomberg, MBS, Credit Derivatives, Finance, Risk Management, Management, Asset Management, Credit Risk
Education
University of Delaware 1989 — 1993
BA, Economics
Alex Mack Alex Mack's SunTrust Robinson Humphrey Experience July 2013 - Present
Job Fixed Income Analyst at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey July 2013 - Present
Education
University of Florida 2009 — 2013
Bachelor's of Science, Finance, General
SunTrust Robinson Humphrey July 2013 - Present
Education
University of Florida 2009 — 2013
Bachelor's of Science, Finance, General
Alexander Harrison Alexander Harrison's SunTrust Robinson Humphrey Experience January 2013 - Present
Job Corporate Investment Banking Analyst at SunTrust Bank
Industry Banking
Experience
SunTrust Robinson Humphrey January 2013 - Present
Lockheed Martin College December 2011 - December 2012
Delta Sigma Phi Fraternity January 2011 - November 2012
Knight-Thon Dance Marathon April 2011 - March 2012
Honors Educational Reach Out (HERO Program) January 2009 - December 2011
University of Central Florida January 2009 - January 2010
College Democrats at UCF January 2009 - January 2010
Skills
Microsoft Office, Microsoft Excel, Financial Analysis, Financial Modeling, Public Speaking, PowerPoint, Accounting, Microsoft Word, QuickBooks, Event Planning, Research, Strategic Planning
Education
University of Central Florida 2008 — 2012
Bachelor of Science (B.S.), Accounting and Finance
University of Central Florida - College of Business Administration 2008 — 2012
Bachelor’s of Science, Accounting and Finance
SunTrust Robinson Humphrey January 2013 - Present
Lockheed Martin College December 2011 - December 2012
Delta Sigma Phi Fraternity January 2011 - November 2012
Knight-Thon Dance Marathon April 2011 - March 2012
Honors Educational Reach Out (HERO Program) January 2009 - December 2011
University of Central Florida January 2009 - January 2010
College Democrats at UCF January 2009 - January 2010
Skills
Microsoft Office, Microsoft Excel, Financial Analysis, Financial Modeling, Public Speaking, PowerPoint, Accounting, Microsoft Word, QuickBooks, Event Planning, Research, Strategic Planning
Education
University of Central Florida 2008 — 2012
Bachelor of Science (B.S.), Accounting and Finance
University of Central Florida - College of Business Administration 2008 — 2012
Bachelor’s of Science, Accounting and Finance
Jeff Taglienti Jeff Taglienti's SunTrust Robinson Humphrey Experience 2010 - Present
Job Vice President at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey 2010 - Present
Houlihan Lokey 2007 - 2010
Merrill Lynch 2003 - 2005
Cincinnati Reds 2000 - 2003
Colorado Rockies 2000 - 2000
Boston Red Sox 1997 - 2000
Education
Vanderbilt University - Owen Graduate School of Management 2005 — 2007
Master of Business Administration (M.B.A.)
Tufts University 1993 — 1997
Bachelor's Degree
SunTrust Robinson Humphrey 2010 - Present
Houlihan Lokey 2007 - 2010
Merrill Lynch 2003 - 2005
Cincinnati Reds 2000 - 2003
Colorado Rockies 2000 - 2000
Boston Red Sox 1997 - 2000
Education
Vanderbilt University - Owen Graduate School of Management 2005 — 2007
Master of Business Administration (M.B.A.)
Tufts University 1993 — 1997
Bachelor's Degree
Alexis Kastrenakes Alexis Kastrenakes's SunTrust Robinson Humphrey Experience June 2008 - July 2010
Job MBA Candidate at UC Berkeley Haas School of Business
Industry Financial Services
Experience
Puppet Labs, Inc. June 2015 - Present
Pacific Crest Securities April 2011 - July 2014
Great Harvest Bread Co. September 2010 - March 2011
SunTrust Robinson Humphrey June 2008 - July 2010
Education
University of California, Berkeley, Haas School of Business 2014 — 2016
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2008
BS in Business Administration, Finance, Spanish
Suncoast Community High School 2000 — 2004
International Baccalaureate
Puppet Labs, Inc. June 2015 - Present
Pacific Crest Securities April 2011 - July 2014
Great Harvest Bread Co. September 2010 - March 2011
SunTrust Robinson Humphrey June 2008 - July 2010
Education
University of California, Berkeley, Haas School of Business 2014 — 2016
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2008
BS in Business Administration, Finance, Spanish
Suncoast Community High School 2000 — 2004
International Baccalaureate
Kenny Forbess Kenny Forbess's SunTrust Robinson Humphrey Experience June 2014 - August 2014
Job
Industry Internet
Experience
Amazon Web Services June 2015 - Present
SunTrust Robinson Humphrey June 2014 - August 2014
US Army February 2009 - May 2013
Yates Construction May 2008 - August 2008
Education
University of Virginia Darden School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Florida 2004 — 2008
Bachelor of Science (B.S.)
Amazon Web Services June 2015 - Present
SunTrust Robinson Humphrey June 2014 - August 2014
US Army February 2009 - May 2013
Yates Construction May 2008 - August 2008
Education
University of Virginia Darden School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Florida 2004 — 2008
Bachelor of Science (B.S.)
Rajiv Asnani, CPA Rajiv Asnani, CPA's SunTrust Robinson Humphrey Experience October 2013 - September 2014
Job Analyst at Roark Capital Group
Industry Venture Capital & Private Equity
Experience
Roark Capital Group September 2014 - Present
SunTrust Robinson Humphrey October 2013 - September 2014
Ernst & Young August 2012 - September 2013
Fisher School of Accounting August 2007 - May 2012
Ernst & Young June 2011 - August 2011
Skills
Financial Analysis, Accounting, Microsoft Excel, Tax, Fundraising, Management, Microsoft Office, Data Analysis, Valuation, Mergers & Acquisitions, Investment Banking
Education
University of Florida 2007 — 2012
Masters in the Science of Accounting, Accounting
Roark Capital Group September 2014 - Present
SunTrust Robinson Humphrey October 2013 - September 2014
Ernst & Young August 2012 - September 2013
Fisher School of Accounting August 2007 - May 2012
Ernst & Young June 2011 - August 2011
Skills
Financial Analysis, Accounting, Microsoft Excel, Tax, Fundraising, Management, Microsoft Office, Data Analysis, Valuation, Mergers & Acquisitions, Investment Banking
Education
University of Florida 2007 — 2012
Masters in the Science of Accounting, Accounting
Kelly Schoenfeld Kelly Schoenfeld's SunTrust Robinson Humphrey Experience 1998 - 2001
Job Manager/Owner at Pop Your Paws, LLC
Industry Photography
Experience
Pop Your Paws, LLC April 2014 - Present
nxtMODEL January 2013 - Present
A Hint of Tint Photography 2000 - 2013
SunTrust Robinson Humphrey 1998 - 2001
University of Colorado Credit Union 1997 - 1998
Eckerd Drug Corp May 1996 - 1997
Skills
Photography, Digital Photography, Image Manipulation, Portrait Photography, Portraits, Event Photography, Photos, Commercial Photography, Lightroom, Fashion Photography, Image Editing, Graphic Design
Education
University of Florida 1992 — 1996
Bachelor of Science, Advertising
Pop Your Paws, LLC April 2014 - Present
nxtMODEL January 2013 - Present
A Hint of Tint Photography 2000 - 2013
SunTrust Robinson Humphrey 1998 - 2001
University of Colorado Credit Union 1997 - 1998
Eckerd Drug Corp May 1996 - 1997
Skills
Photography, Digital Photography, Image Manipulation, Portrait Photography, Portraits, Event Photography, Photos, Commercial Photography, Lightroom, Fashion Photography, Image Editing, Graphic Design
Education
University of Florida 1992 — 1996
Bachelor of Science, Advertising
Nicholas Alter's SunTrust Robinson Humphrey Experience June 2014 - Present
Job Portfolio Management Analyst at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey June 2014 - Present
Wells Fargo Securities June 2013 - August 2013
Law Offices of Mel Black, PA May 2012 - June 2012
Skills
Valuation, Financial Modeling, Corporate Finance, Financial Analysis, Bloomberg Terminal, Microsoft Office, Mergers & Acquisitions, Equities, Investment Banking, Portfolio Management, Bloomberg
Education
University of Florida 2010 — 2014
Master of Science, Finance
SunTrust Robinson Humphrey June 2014 - Present
Wells Fargo Securities June 2013 - August 2013
Law Offices of Mel Black, PA May 2012 - June 2012
Skills
Valuation, Financial Modeling, Corporate Finance, Financial Analysis, Bloomberg Terminal, Microsoft Office, Mergers & Acquisitions, Equities, Investment Banking, Portfolio Management, Bloomberg
Education
University of Florida 2010 — 2014
Master of Science, Finance
Patrick Sims Patrick Sims's SunTrust Robinson Humphrey Experience June 2014 - Present
Job Capital Markets Contract Coordinator. at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey June 2014 - Present
Suntrust Equipment Finance & Leasing Corp. March 2013 - Present
SunTrust Equipment Finance & Leasing Corp. March 2008 - March 2013
Suntrust Equipment Finance & Leasing Corp. September 2007 - March 2008
White & Rosata November 2006 - July 2007
Delaware Small Business Development Center November 2003 - August 2006
Skills
Financial Analysis, Risk Management, Customer Service, PowerPoint, Microsoft Word, Strategic Planning, Business Analysis, Business Strategy, Project Management, Accounting, Banking, Change Management, Foreign Policy, Diplomacy, International Relations, Contract Management, Commercial Leasing, International Trade, Trade Compliance, Portfolio Management
Education
University of Baltimore Merrick School of Business 2010 — 2014
Masters of Business Administration, International Business
University of Delaware - Lerner College of Business and Economics 2002 — 2006
Bachelor of Science (B.S.), Marketing
SunTrust Robinson Humphrey June 2014 - Present
Suntrust Equipment Finance & Leasing Corp. March 2013 - Present
SunTrust Equipment Finance & Leasing Corp. March 2008 - March 2013
Suntrust Equipment Finance & Leasing Corp. September 2007 - March 2008
White & Rosata November 2006 - July 2007
Delaware Small Business Development Center November 2003 - August 2006
Skills
Financial Analysis, Risk Management, Customer Service, PowerPoint, Microsoft Word, Strategic Planning, Business Analysis, Business Strategy, Project Management, Accounting, Banking, Change Management, Foreign Policy, Diplomacy, International Relations, Contract Management, Commercial Leasing, International Trade, Trade Compliance, Portfolio Management
Education
University of Baltimore Merrick School of Business 2010 — 2014
Masters of Business Administration, International Business
University of Delaware - Lerner College of Business and Economics 2002 — 2006
Bachelor of Science (B.S.), Marketing
Michael Pensky, CFA's SunTrust Robinson Humphrey Experience July 2008 - February 2011
Job Associate at BlackRock
Industry Financial Services
Experience
BlackRock August 2012 - Present
Morgan Stanley April 2012 - August 2012
BlackRock October 2011 - January 2012
SunTrust Robinson Humphrey July 2008 - February 2011
PricewaterhouseCoopers 2007 - 2007
Siemens Energy & Automation May 2006 - August 2006
Skills
Quantitative Finance, Financial Engineering, Financial Modeling, Quantitative Analytics, Financial Analysis, Stochastic Calculus, Bloomberg, Matlab, kdb/q, VBA, Fixed Income, Equities, Derivatives, Monte Carlo, Financial Econometrics, Options, Structured Products
Education
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2012
Master's degree, Financial Engineering (MFE)
University of Florida 2004 — 2008
BS, Mathematics
University of Florida 2004 — 2008
BSBA, Finance
BlackRock August 2012 - Present
Morgan Stanley April 2012 - August 2012
BlackRock October 2011 - January 2012
SunTrust Robinson Humphrey July 2008 - February 2011
PricewaterhouseCoopers 2007 - 2007
Siemens Energy & Automation May 2006 - August 2006
Skills
Quantitative Finance, Financial Engineering, Financial Modeling, Quantitative Analytics, Financial Analysis, Stochastic Calculus, Bloomberg, Matlab, kdb/q, VBA, Fixed Income, Equities, Derivatives, Monte Carlo, Financial Econometrics, Options, Structured Products
Education
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2012
Master's degree, Financial Engineering (MFE)
University of Florida 2004 — 2008
BS, Mathematics
University of Florida 2004 — 2008
BSBA, Finance
Sheila Kilgore Sheila Kilgore's SunTrust Robinson Humphrey Experience November 2010 - March 2011
Job Financial Services IT Project Management / Vendor Management
Industry Financial Services
Experience
First Data Corporation 2015 - 2015
Bank of America May 2013 - June 2014
Bank of America June 2011 - July 2012
SunTrust Robinson Humphrey November 2010 - March 2011
Bank of America 2010 - 2010
Fidelity Information Services March 2007 - August 2008
Bank of America 2005 - 2006
Bank of America 2004 - 2005
SunTrust Bank 2004 - 2004
Blackbaud, Inc. 2004 - 2004
Skills
Process Improvement, Change Management, Risk Management, Business Process, Analysis, Six Sigma, Project Management, Management, Server Architecture, Enterprise Architecture, Disaster Recovery, Security, Enterprise Software, Strategy, Business Analysis, IT Strategy, Vendor Management
Education
University of California, Irvine
BA
First Data Corporation 2015 - 2015
Bank of America May 2013 - June 2014
Bank of America June 2011 - July 2012
SunTrust Robinson Humphrey November 2010 - March 2011
Bank of America 2010 - 2010
Fidelity Information Services March 2007 - August 2008
Bank of America 2005 - 2006
Bank of America 2004 - 2005
SunTrust Bank 2004 - 2004
Blackbaud, Inc. 2004 - 2004
Skills
Process Improvement, Change Management, Risk Management, Business Process, Analysis, Six Sigma, Project Management, Management, Server Architecture, Enterprise Architecture, Disaster Recovery, Security, Enterprise Software, Strategy, Business Analysis, IT Strategy, Vendor Management
Education
University of California, Irvine
BA
Timothy Egan's SunTrust Robinson Humphrey Experience January 2015 - Present
Job Leveraged Finance Analyst at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey January 2015 - Present
3rd Special Forces Group November 2009 - December 2014
US Army June 2006 - October 2009
Skills
Army, Intelligence, Military Decision..., Leadership, Military Logistics, Military Operations, Military Strategy, Special Operations, Counterinsurgency, Security
Education
United States Military Academy at West Point 2002 — 2006
Bachelor of Science (B.S.), Political Science and Systems Engineering
SunTrust Robinson Humphrey January 2015 - Present
3rd Special Forces Group November 2009 - December 2014
US Army June 2006 - October 2009
Skills
Army, Intelligence, Military Decision..., Leadership, Military Logistics, Military Operations, Military Strategy, Special Operations, Counterinsurgency, Security
Education
United States Military Academy at West Point 2002 — 2006
Bachelor of Science (B.S.), Political Science and Systems Engineering
Daniel Johnston, CPA Daniel Johnston, CPA's SunTrust Robinson Humphrey Experience August 2012 - Present
Job Sr. Financial Analyst at The Home Depot
Industry Investment Banking
Experience
The Home Depot August 2014 - Present
SunTrust Robinson Humphrey August 2012 - Present
Deloitte & Touche LLP September 2010 - August 2012
Moore Colson May 2008 - August 2008
Skills
External Audit, Statutory Audit, Income Tax, IFRS, Internal Controls, Auditing, Financial Accounting, Big 4, Corporate Tax, Financial Reporting, Accounting, US GAAP, GAAP, Assurance, Accounting Standards, Financial Analysis, Financial Statements
Education
University of Florida 2008 — 2009
Master of Accounting
The Home Depot August 2014 - Present
SunTrust Robinson Humphrey August 2012 - Present
Deloitte & Touche LLP September 2010 - August 2012
Moore Colson May 2008 - August 2008
Skills
External Audit, Statutory Audit, Income Tax, IFRS, Internal Controls, Auditing, Financial Accounting, Big 4, Corporate Tax, Financial Reporting, Accounting, US GAAP, GAAP, Assurance, Accounting Standards, Financial Analysis, Financial Statements
Education
University of Florida 2008 — 2009
Master of Accounting
Brennan Bubp Brennan Bubp's SunTrust Robinson Humphrey Experience June 2015 - Present
Job Investment Banking Associate at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey June 2015 - Present
SunTrust Robinson Humphrey June 2012 - June 2015
United States Air Force June 2004 - December 2010
Skills
Command, Air Force, Weapons, Security, Training, Leadership, Analysis, DoD
Education
University of Florida 2011 — 2012
MSF, Finance
University of Florida - Warrington College of Business Administration 2008 — 2010
Masters, Business Administration
University of Florida 2000 — 2004
Bachelor of Science, Cum Laude Food Science and Human Nutrition, Minor in Aerospace Leadership
SunTrust Robinson Humphrey June 2015 - Present
SunTrust Robinson Humphrey June 2012 - June 2015
United States Air Force June 2004 - December 2010
Skills
Command, Air Force, Weapons, Security, Training, Leadership, Analysis, DoD
Education
University of Florida 2011 — 2012
MSF, Finance
University of Florida - Warrington College of Business Administration 2008 — 2010
Masters, Business Administration
University of Florida 2000 — 2004
Bachelor of Science, Cum Laude Food Science and Human Nutrition, Minor in Aerospace Leadership
Stanley Twarog Stanley Twarog's SunTrust Robinson Humphrey Experience June 2012 - July 2013
Job Financial Operations at Surgical Care Affiliates
Industry Investment Banking
Experience
Surgical Care Affiliates June 2015 - Present
Hammond Hanlon Camp LLC August 2013 - June 2015
SunTrust Robinson Humphrey June 2012 - July 2013
Streambank LLC June 2011 - May 2012
Education
Vanderbilt University 2008 — 2012
Bachelor of Arts (B.A.), Economics
University College London, U. of London 2010 — 2010
Economics
Belmont Hill School 2003 — 2008
Surgical Care Affiliates June 2015 - Present
Hammond Hanlon Camp LLC August 2013 - June 2015
SunTrust Robinson Humphrey June 2012 - July 2013
Streambank LLC June 2011 - May 2012
Education
Vanderbilt University 2008 — 2012
Bachelor of Arts (B.A.), Economics
University College London, U. of London 2010 — 2010
Economics
Belmont Hill School 2003 — 2008
Jeff Hare Jeff Hare's SunTrust Robinson Humphrey Experience 2007 - 2009
Job Jeff Hare | Financial Advisor | Chartered Financial Analyst | President | Aventus Investment Advisors
Industry Investment Management
Experience
Aventus Investment Advisors 2009 - Present
Town of Cornelius 2011 - December 2013
SunTrust Robinson Humphrey 2007 - 2009
Bank of America Merrill Lynch 1995 - 2007
Skills
financial advisory, international..., Chartered Financial..., Capital Markets, Fixed Income, Investment Banking, Valuation, Financial Modeling, Portfolio Management, Equities, Asset Managment, ABS, Alternative Investments, Structured Finance, Investment Management, Securities, Asset Allocation, Wealth Management, Investments, Financial Advisory, Hedge Funds, Bonds, Financial Structuring, Bloomberg, Entrepreneurship, Asset Management
Education
Thunderbird School of Global Management 1993 — 1995
MBA, International Finance
University of New Hampshire -- Peter T. Paul College of Business and Economics 1984 — 1988
BA, Economics
St. Paul's School 1981 — 1984
Aventus Investment Advisors 2009 - Present
Town of Cornelius 2011 - December 2013
SunTrust Robinson Humphrey 2007 - 2009
Bank of America Merrill Lynch 1995 - 2007
Skills
financial advisory, international..., Chartered Financial..., Capital Markets, Fixed Income, Investment Banking, Valuation, Financial Modeling, Portfolio Management, Equities, Asset Managment, ABS, Alternative Investments, Structured Finance, Investment Management, Securities, Asset Allocation, Wealth Management, Investments, Financial Advisory, Hedge Funds, Bonds, Financial Structuring, Bloomberg, Entrepreneurship, Asset Management
Education
Thunderbird School of Global Management 1993 — 1995
MBA, International Finance
University of New Hampshire -- Peter T. Paul College of Business and Economics 1984 — 1988
BA, Economics
St. Paul's School 1981 — 1984
Joe Mark Joe Mark's SunTrust Robinson Humphrey Experience June 2013 - Present
Job Investment Banking Analyst at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey June 2013 - Present
SunTrust Robinson Humphrey May 2012 - July 2012
WTAS May 2011 - August 2011
Skills
Financial Modeling, Investment Banking, Finance, Valuation, Derivatives, Financial Services, Corporate Finance
Education
University of Florida 2011 — 2013
M.S, Finance, 3.88
University of Florida - Warrington College of Business Administration 2009 — 2012
B.S, Finance
SunTrust Robinson Humphrey June 2013 - Present
SunTrust Robinson Humphrey May 2012 - July 2012
WTAS May 2011 - August 2011
Skills
Financial Modeling, Investment Banking, Finance, Valuation, Derivatives, Financial Services, Corporate Finance
Education
University of Florida 2011 — 2013
M.S, Finance, 3.88
University of Florida - Warrington College of Business Administration 2009 — 2012
B.S, Finance
Garrett O'Malley, CFA Garrett O'Malley, CFA's SunTrust Robinson Humphrey Experience April 2011 - Present
Job Director Group Portfolio Manager
Industry Banking
Experience
SunTrust Robinson Humphrey April 2011 - Present
Rabobank International March 1998 - April 2011
Sumitomo Mitsui Banking Corporation 1995 - 1998
National Irish Bank July 1993 - March 1995
Barclays Bank January 1992 - July 1993
Skills
Credit Risk, Credit Analysis, ISDA, Portfolio Management, Investment Banking, Team Building
Education
Michael Smurft Graduate School of Business 1990 — 1991
M.B.S., Finance
University College Dublin 1987 — 1990
BComm, Banking and Finance
SunTrust Robinson Humphrey April 2011 - Present
Rabobank International March 1998 - April 2011
Sumitomo Mitsui Banking Corporation 1995 - 1998
National Irish Bank July 1993 - March 1995
Barclays Bank January 1992 - July 1993
Skills
Credit Risk, Credit Analysis, ISDA, Portfolio Management, Investment Banking, Team Building
Education
Michael Smurft Graduate School of Business 1990 — 1991
M.B.S., Finance
University College Dublin 1987 — 1990
BComm, Banking and Finance
Alexander Marty Alexander Marty's SunTrust Robinson Humphrey Experience June 2014 - August 2014
Job Equity Research Associate, Restaurants at Raymond James
Industry Investment Banking
Experience
Raymond James Financial Inc. June 2015 - Present
SunTrust Robinson Humphrey June 2014 - August 2014
Anthos Capital September 2013 - December 2013
Noble Life Science Partners May 2013 - August 2013
Ozzie deFaria for U.S. Congress June 2012 - August 2012
Romney for President May 2012 - August 2012
Skills
Investment Banking, Finance, Financial Modeling, Financial Analysis, Microsoft Excel, Management Consulting, Microsoft Office, Bloomberg, Financial Risk, Microsoft Word, PowerPoint, Hedge Funds, Venture Capital, Capital Markets, Equity Research, Public Speaking, Capital IQ, DCF Valuation, Equity Valuation, Business Valuation, Economics, Mergers & Acquisitions, Public Equity Offerings, Political Campaigns, Strategic Communications, Restaurants, Political Communication, Political Consulting
Education
University of Florida - Warrington College Of Business 2012 — 2015
Bachelor of Science (B.Sc.), Finance, General. Minor in Entrepreneurship.
American Heritage School 2007 — 2011
High School Diploma, High School Diploma
Raymond James Financial Inc. June 2015 - Present
SunTrust Robinson Humphrey June 2014 - August 2014
Anthos Capital September 2013 - December 2013
Noble Life Science Partners May 2013 - August 2013
Ozzie deFaria for U.S. Congress June 2012 - August 2012
Romney for President May 2012 - August 2012
Skills
Investment Banking, Finance, Financial Modeling, Financial Analysis, Microsoft Excel, Management Consulting, Microsoft Office, Bloomberg, Financial Risk, Microsoft Word, PowerPoint, Hedge Funds, Venture Capital, Capital Markets, Equity Research, Public Speaking, Capital IQ, DCF Valuation, Equity Valuation, Business Valuation, Economics, Mergers & Acquisitions, Public Equity Offerings, Political Campaigns, Strategic Communications, Restaurants, Political Communication, Political Consulting
Education
University of Florida - Warrington College Of Business 2012 — 2015
Bachelor of Science (B.Sc.), Finance, General. Minor in Entrepreneurship.
American Heritage School 2007 — 2011
High School Diploma, High School Diploma
Keith Resnick Keith Resnick's SunTrust Robinson Humphrey Experience July 1994 - December 2007
Job Operations Manager at TVPage, Inc.
Industry Information Technology and Services
Experience
TVPage, Inc. August 2015 - Present
Private January 2008 - Present
Thrive Business Services January 2014 - Present
Gift Investment House January 2011 - December 2011
Rezworldtour January 2008 - December 2009
SunTrust Robinson Humphrey July 1994 - December 2007
Citi September 1993 - July 1994
Smith Barney, Harris Upham September 1990 - September 1993
Skills
Equities, Trading, Options, Investments, Bonds, Series 7, Equity Trading, Equity Research, Finance, Derivatives, Risk Management, Capital Markets, Financial Markets, Investment Management, Proprietary Trading, Investment Advisory, QuickBooks, Bookkeeping
Education
Fordham MBA, NYC 1993 — 1996
University at Albany, SUNY 1987 — 1990
B.A., Sociology, Business
TVPage, Inc. August 2015 - Present
Private January 2008 - Present
Thrive Business Services January 2014 - Present
Gift Investment House January 2011 - December 2011
Rezworldtour January 2008 - December 2009
SunTrust Robinson Humphrey July 1994 - December 2007
Citi September 1993 - July 1994
Smith Barney, Harris Upham September 1990 - September 1993
Skills
Equities, Trading, Options, Investments, Bonds, Series 7, Equity Trading, Equity Research, Finance, Derivatives, Risk Management, Capital Markets, Financial Markets, Investment Management, Proprietary Trading, Investment Advisory, QuickBooks, Bookkeeping
Education
Fordham MBA, NYC 1993 — 1996
University at Albany, SUNY 1987 — 1990
B.A., Sociology, Business
Michael Swartz, CFA Michael Swartz, CFA's SunTrust Robinson Humphrey Experience January 2012 - Present
Job
Industry Capital Markets
Experience
SunTrust Robinson Humphrey January 2012 - Present
SunTrust Robinson Humphrey June 2008 - December 2011
FIG Partners March 2007 - April 2008
U.S. Department of Labor July 2003 - July 2005
Skills
Equity Research, Financial Modeling, Valuation, Bloomberg, Capital Markets, Portfolio Management, Financial Analysis, Equities, Investments, Investment Banking, Corporate Finance, Mergers, Asset Managment, Due Diligence, Hedge Funds, Series 7, DCF, Business Valuation, Trading, Industry Research, Fixed Income
Education
University of Georgia - Terry College of Business 2005 — 2007
MBA, Finance
Towson University 1999 — 2003
BS, Economics
SunTrust Robinson Humphrey January 2012 - Present
SunTrust Robinson Humphrey June 2008 - December 2011
FIG Partners March 2007 - April 2008
U.S. Department of Labor July 2003 - July 2005
Skills
Equity Research, Financial Modeling, Valuation, Bloomberg, Capital Markets, Portfolio Management, Financial Analysis, Equities, Investments, Investment Banking, Corporate Finance, Mergers, Asset Managment, Due Diligence, Hedge Funds, Series 7, DCF, Business Valuation, Trading, Industry Research, Fixed Income
Education
University of Georgia - Terry College of Business 2005 — 2007
MBA, Finance
Towson University 1999 — 2003
BS, Economics
Christie Crouch Christie Crouch's SunTrust Robinson Humphrey Experience March 2004 - March 2006
Job at Edge Capital Partners
Industry Financial Services
Experience
Edge Capital Partners March 2011 - Present
RidgeWorth Capital Management March 2006 - March 2011
SunTrust Robinson Humphrey March 2004 - March 2006
SunTrust Robinsion Humphrey March 2003 - March 2004
EarthLink 2000 - 2003
Education
University of Alabama 1995 — 1999
Edge Capital Partners March 2011 - Present
RidgeWorth Capital Management March 2006 - March 2011
SunTrust Robinson Humphrey March 2004 - March 2006
SunTrust Robinsion Humphrey March 2003 - March 2004
EarthLink 2000 - 2003
Education
University of Alabama 1995 — 1999
Brent Fieser's SunTrust Robinson Humphrey Experience January 2013 - Present
Job Associate | Corporate Banking
Industry Banking
Experience
SunTrust Robinson Humphrey January 2013 - Present
SunTrust Robinson Humphrey April 2011 - January 2013
JPMorgan Chase January 2009 - March 2010
Wells Fargo December 2006 - December 2009
Skills
Banking, Financial Analysis, Credit, Commercial Banking, Credit Analysis
Education
University of Florida - Warrington College Of Business 2010 — 2011
Master of Business Administration (MBA)
University of Central Florida - College of Business Administration 2001 — 2005
Business, Finance
SunTrust Robinson Humphrey January 2013 - Present
SunTrust Robinson Humphrey April 2011 - January 2013
JPMorgan Chase January 2009 - March 2010
Wells Fargo December 2006 - December 2009
Skills
Banking, Financial Analysis, Credit, Commercial Banking, Credit Analysis
Education
University of Florida - Warrington College Of Business 2010 — 2011
Master of Business Administration (MBA)
University of Central Florida - College of Business Administration 2001 — 2005
Business, Finance
Patrick Rooney Patrick Rooney's SunTrust Robinson Humphrey Experience June 2006 - May 2008
Job First National Bank of Oklahoma
Industry Banking
Experience
First National Bank of Oklahoma June 2015 - Present
RSF Partners July 2013 - June 2015
E2M Partners June 2008 - August 2011
SunTrust Robinson Humphrey June 2006 - May 2008
Skills
Management, Finance, Real Estate Financing, Marketing Strategy, Valuation, Analysis, Marketing, Real Estate Private..., Consulting, Microsoft Excel, Financial Modeling, Real Estate Development, Research, Project Management, Microsoft Office, Structured Finance, Negotiation, IPO, Syndications, Banking, Risk Management, Financial Advisory, Credit, REO, Loans, Sales, Dispositions, Leadership
Education
UCLA Anderson School of Management 2011 — 2013
Master of Business Administration (MBA), Finance, Accounting
Vanderbilt University 2002 — 2006
Bachelor of Arts, Economics & History, Finance
Casady School 1991 — 2002
First National Bank of Oklahoma June 2015 - Present
RSF Partners July 2013 - June 2015
E2M Partners June 2008 - August 2011
SunTrust Robinson Humphrey June 2006 - May 2008
Skills
Management, Finance, Real Estate Financing, Marketing Strategy, Valuation, Analysis, Marketing, Real Estate Private..., Consulting, Microsoft Excel, Financial Modeling, Real Estate Development, Research, Project Management, Microsoft Office, Structured Finance, Negotiation, IPO, Syndications, Banking, Risk Management, Financial Advisory, Credit, REO, Loans, Sales, Dispositions, Leadership
Education
UCLA Anderson School of Management 2011 — 2013
Master of Business Administration (MBA), Finance, Accounting
Vanderbilt University 2002 — 2006
Bachelor of Arts, Economics & History, Finance
Casady School 1991 — 2002
Frank Cecere Frank Cecere's SunTrust Robinson Humphrey Experience July 2002 - July 2010
Job First Vice President at SunTrust Bank
Industry Financial Services
Experience
SunTrust Bank August 2012 - Present
RevenueMed October 2010 - June 2012
SunTrust Robinson Humphrey July 2002 - July 2010
Objective Technologies Llc 1991 - 2001
Dean Witter 1989 - 1991
Drexel Burnham Lambert 1987 - 1989
Sikorsky Aircraft February 1984 - July 1987
Game Gems Inc. January 1983 - February 1984
Skills
Integration, Vendor Management, Business Intelligence, Agile Methodologies, Software Engineering, Derivatives, IT Risk Management, Program Management, CRM, Requirements Gathering, Business Process, Strategy, Project Management, Software Development, SDLC, Requirements Analysis, Databases, Business Analysis, Software Project..., Management, Data Warehousing, User Acceptance Testing, Enterprise Software, Risk Management, IT Management, Enterprise Architecture
Education
University of Dayton
BS, Computer Science
SunTrust Bank August 2012 - Present
RevenueMed October 2010 - June 2012
SunTrust Robinson Humphrey July 2002 - July 2010
Objective Technologies Llc 1991 - 2001
Dean Witter 1989 - 1991
Drexel Burnham Lambert 1987 - 1989
Sikorsky Aircraft February 1984 - July 1987
Game Gems Inc. January 1983 - February 1984
Skills
Integration, Vendor Management, Business Intelligence, Agile Methodologies, Software Engineering, Derivatives, IT Risk Management, Program Management, CRM, Requirements Gathering, Business Process, Strategy, Project Management, Software Development, SDLC, Requirements Analysis, Databases, Business Analysis, Software Project..., Management, Data Warehousing, User Acceptance Testing, Enterprise Software, Risk Management, IT Management, Enterprise Architecture
Education
University of Dayton
BS, Computer Science
Joseph White Joseph White's SunTrust Robinson Humphrey Experience May 2004 - February 2009
Job Managing Director at Societe Generale
Industry Financial Services
Experience
Societe Generale August 2010 - Present
JW Advisors LLC February 2009 - August 2010
SunTrust Robinson Humphrey May 2004 - February 2009
Wachovia Bank 1998 - 2004
Salomon Brothers 1994 - 1998
Skills
Capital Markets, Equities, Derivatives, Fixed Income, Investment Banking, Equity Derivatives, Structured Products, Hedge Funds, Equity Trading, Swaps, Interest Rate..., Options, Financial Markets, Bonds, Credit Derivatives
Education
University of California, Los Angeles 1986 — 1991
BA, Economics
Societe Generale August 2010 - Present
JW Advisors LLC February 2009 - August 2010
SunTrust Robinson Humphrey May 2004 - February 2009
Wachovia Bank 1998 - 2004
Salomon Brothers 1994 - 1998
Skills
Capital Markets, Equities, Derivatives, Fixed Income, Investment Banking, Equity Derivatives, Structured Products, Hedge Funds, Equity Trading, Swaps, Interest Rate..., Options, Financial Markets, Bonds, Credit Derivatives
Education
University of California, Los Angeles 1986 — 1991
BA, Economics
Brendan O'Connell Brendan O'Connell's SunTrust Robinson Humphrey Experience July 2014 - Present
Job CIB Analyst Capital Markets, Equipment Finance Group at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey July 2014 - Present
SunTrust Robinson Humphrey November 2013 - June 2014
GE June 2012 - August 2012
IBM May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Project Management, Microsoft Word, Analysis, Competitive Analysis, PowerPoint, Data Analysis, Business Strategy, Marketing, Business Development, Salesforce.com, Sales Operations, Credit Risk, Financial Modeling, Credit Analysis, InfoLease, SPSS, Pricing, Pitch Books, SuperTrump Software, Syndications, Transaction Management
Education
The University of Connecticut 2009 — 2013
Bachelor of Arts (BA), Economics
Newtown High School 2005 — 2009
SunTrust Robinson Humphrey July 2014 - Present
SunTrust Robinson Humphrey November 2013 - June 2014
GE June 2012 - August 2012
IBM May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Project Management, Microsoft Word, Analysis, Competitive Analysis, PowerPoint, Data Analysis, Business Strategy, Marketing, Business Development, Salesforce.com, Sales Operations, Credit Risk, Financial Modeling, Credit Analysis, InfoLease, SPSS, Pricing, Pitch Books, SuperTrump Software, Syndications, Transaction Management
Education
The University of Connecticut 2009 — 2013
Bachelor of Arts (BA), Economics
Newtown High School 2005 — 2009
Shamira Shahin's SunTrust Robinson Humphrey Experience May 2014 - October 2014
Job Capital Markets Account Manager at Regions Financial Corporation
Industry Banking
Experience
Regions Financial Corporation May 2015 - Present
Fidelity Bank November 2014 - April 2015
SunTrust Robinson Humphrey May 2014 - October 2014
Deutsche Bank April 2013 - October 2013
Applied Strategy, Inc. May 2012 - August 2012
Old Friends International, LLC January 2007 - December 2011
Salmon Agency January 2011 - June 2011
Kids Beating Cancer January 2011 - May 2011
Skills
Interpersonal Skill, Operations..., Safety and Regulatory..., MS Sharepoint, MS Office, Excellent Communication..., Spreadsheets, Portfolio Management, Microsoft Excel, PowerPoint, Financial Modeling, Research, Microsoft Word, Retail, Leadership, Access, Business Analysis, Financial Analysis, Strategic Planning, Forecasting, Corporate Finance, Finance, Bloomberg, Business Development, Project Planning, MS Access, QuarkXPress
Education
University of Central Florida - College of Business Administration 2010 — 2012
BSBA, Finance
University of Florida
Packaging Science
Regions Financial Corporation May 2015 - Present
Fidelity Bank November 2014 - April 2015
SunTrust Robinson Humphrey May 2014 - October 2014
Deutsche Bank April 2013 - October 2013
Applied Strategy, Inc. May 2012 - August 2012
Old Friends International, LLC January 2007 - December 2011
Salmon Agency January 2011 - June 2011
Kids Beating Cancer January 2011 - May 2011
Skills
Interpersonal Skill, Operations..., Safety and Regulatory..., MS Sharepoint, MS Office, Excellent Communication..., Spreadsheets, Portfolio Management, Microsoft Excel, PowerPoint, Financial Modeling, Research, Microsoft Word, Retail, Leadership, Access, Business Analysis, Financial Analysis, Strategic Planning, Forecasting, Corporate Finance, Finance, Bloomberg, Business Development, Project Planning, MS Access, QuarkXPress
Education
University of Central Florida - College of Business Administration 2010 — 2012
BSBA, Finance
University of Florida
Packaging Science
Kevin Tiernan, CIMA® Kevin Tiernan, CIMA®'s SunTrust Robinson Humphrey Experience January 2006 - March 2008
Job Regional Director at Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors March 2015 - Present
BlackRock June 2010 - March 2015
ProShare Advisors, LLC October 2008 - July 2010
SunTrust Robinson Humphrey January 2006 - March 2008
Cantor Fitzgerald January 2004 - December 2006
Skills
Capital Markets, Fixed Income, Asset Management, Investment Banking, Financial Analysis, Portfolio Management, Investments, Equities, Relationship Management, Financial Services, Mutual Funds, Investment Strategies, Asset Managment, Valuation, Trading, Separately Managed..., Structured Products, Series 63, Credit, Asset Allocation, Alternative Investments, Hedge Funds, Securities, Series 7
Education
University of Pennsylvania - The Wharton School 2010 — 2010
Certified Investment Management Analyst designation
University of Delaware
BA, Economics / Political Science
Dimensional Fund Advisors March 2015 - Present
BlackRock June 2010 - March 2015
ProShare Advisors, LLC October 2008 - July 2010
SunTrust Robinson Humphrey January 2006 - March 2008
Cantor Fitzgerald January 2004 - December 2006
Skills
Capital Markets, Fixed Income, Asset Management, Investment Banking, Financial Analysis, Portfolio Management, Investments, Equities, Relationship Management, Financial Services, Mutual Funds, Investment Strategies, Asset Managment, Valuation, Trading, Separately Managed..., Structured Products, Series 63, Credit, Asset Allocation, Alternative Investments, Hedge Funds, Securities, Series 7
Education
University of Pennsylvania - The Wharton School 2010 — 2010
Certified Investment Management Analyst designation
University of Delaware
BA, Economics / Political Science
Todd Wacker Todd Wacker's SunTrust Robinson Humphrey Experience February 2005 - February 2007
Job FHLBank Atlanta Relationship Manager
Industry Banking
Experience
Federal Home Loan Bank of Atlanta July 2010 - Present
Federal Home Loan Bank of Atlanta September 2008 - July 2010
Federal Home Loan Bank of Atlanta February 2007 - September 2008
SunTrust Robinson Humphrey February 2005 - February 2007
Investment Trust Company of Florida May 2004 - February 2005
Accenture November 2003 - March 2004
Worldco Financial Services, LLC May 2002 - November 2003
Skills
Banking
Education
University of Florida 1997 — 2002
Master's degree, Accounting, 3.41
Federal Home Loan Bank of Atlanta July 2010 - Present
Federal Home Loan Bank of Atlanta September 2008 - July 2010
Federal Home Loan Bank of Atlanta February 2007 - September 2008
SunTrust Robinson Humphrey February 2005 - February 2007
Investment Trust Company of Florida May 2004 - February 2005
Accenture November 2003 - March 2004
Worldco Financial Services, LLC May 2002 - November 2003
Skills
Banking
Education
University of Florida 1997 — 2002
Master's degree, Accounting, 3.41
Sandra (Sandy) Tinsley Sandra (Sandy) Tinsley's SunTrust Robinson Humphrey Experience January 2015 - Present
Job Settlements Manager for Fixed Income Operations, Vice President at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey January 2015 - Present
SunTrust Robinson Humphrey June 2011 - January 2015
SunTrust Robinson Humphrey Inc May 2002 - December 2011
SunTrust Robinson Humphrey June 1997 - May 2002
First American National Bank 1991 - 1996
Skills
Series 7, Series 24, Series 63, Six Sigma Green Belt, Analysis, Capital Markets, Six Sigma, Middle Office, Portfolio Management, Risk Management, Securities, Investment Banking, Equities, Fixed Income, Bloomberg, Derivatives, Financial Analysis, Banking, Financial Services
Education
University of Alabama 1987 — 1991
BS, Corporate Finance
SunTrust Robinson Humphrey January 2015 - Present
SunTrust Robinson Humphrey June 2011 - January 2015
SunTrust Robinson Humphrey Inc May 2002 - December 2011
SunTrust Robinson Humphrey June 1997 - May 2002
First American National Bank 1991 - 1996
Skills
Series 7, Series 24, Series 63, Six Sigma Green Belt, Analysis, Capital Markets, Six Sigma, Middle Office, Portfolio Management, Risk Management, Securities, Investment Banking, Equities, Fixed Income, Bloomberg, Derivatives, Financial Analysis, Banking, Financial Services
Education
University of Alabama 1987 — 1991
BS, Corporate Finance
Donald Erb's SunTrust Robinson Humphrey Experience August 2006 - April 2010
Job Founder of Atlantabased KCA Capital LLC | investment banking | capital raising | m&a advisory | consulting
Industry Investment Banking
Experience
KCA Capital LLC September 2010 - Present
SunTrust Robinson Humphrey August 2006 - April 2010
KCA Capital LLC September 2001 - August 2006
First Union Securities April 1999 - April 2001
Goldman Sachs April 1995 - April 1999
Salomon Brothers September 1990 - April 1994
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA
University at Albany, SUNY 1982 — 1986
BS
KCA Capital LLC September 2010 - Present
SunTrust Robinson Humphrey August 2006 - April 2010
KCA Capital LLC September 2001 - August 2006
First Union Securities April 1999 - April 2001
Goldman Sachs April 1995 - April 1999
Salomon Brothers September 1990 - April 1994
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA
University at Albany, SUNY 1982 — 1986
BS
Neal Dingmann Neal Dingmann's SunTrust Robinson Humphrey Experience November 2010 - Present
Job Managing Director Energy Research at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey November 2010 - Present
Wunderlich Securities December 2008 - December 2010
Dahlman Rose & Co. January 2007 - December 2008
Pritchard Capital Partners January 2006 - December 2006
Banc of America Securities January 2003 - December 2005
RBC Capital Markets January 2000 - December 2002
Education
University of Arkansas at Fayetteville
BSBA, Finance
University of Minnesota - Carlson School of Management
MBA, Finance
SunTrust Robinson Humphrey November 2010 - Present
Wunderlich Securities December 2008 - December 2010
Dahlman Rose & Co. January 2007 - December 2008
Pritchard Capital Partners January 2006 - December 2006
Banc of America Securities January 2003 - December 2005
RBC Capital Markets January 2000 - December 2002
Education
University of Arkansas at Fayetteville
BSBA, Finance
University of Minnesota - Carlson School of Management
MBA, Finance
Andy Jagor Andy Jagor's SunTrust Robinson Humphrey Experience June 2015 - Present
Job Investment Banking Analyst at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey June 2015 - Present
SunTrust Robinson Humphrey June 2014 - August 2014
Dua & Co June 2013 - August 2013
Washington and Lee University September 2011 - January 2013
Education
Washington and Lee University 2011 — 2015
B.S. Accounting and Business Administration with Special Attainments in Commerce
University College London, U. of London 2013 — 2013
N/A - Study Abroad
Marist School 2007 — 2011
SunTrust Robinson Humphrey June 2015 - Present
SunTrust Robinson Humphrey June 2014 - August 2014
Dua & Co June 2013 - August 2013
Washington and Lee University September 2011 - January 2013
Education
Washington and Lee University 2011 — 2015
B.S. Accounting and Business Administration with Special Attainments in Commerce
University College London, U. of London 2013 — 2013
N/A - Study Abroad
Marist School 2007 — 2011
Shivam Patel Shivam Patel's SunTrust Robinson Humphrey Experience July 2015 - Present
Job Fixed Income Investment Banking Analyst at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey July 2015 - Present
SunTrust Robinson Humphrey June 2014 - August 2014
Luminex Corporation June 2013 - August 2013
Luminex Corporation May 2012 - August 2012
Methodist Healthcare May 2011 - August 2011
Subway October 2010 - February 2011
Skills
Microsoft Office, Social Networking, Teamwork, Microsoft Excel, Salesforce.com, Social Media, Time Management, Market Research, WordPress, Google Adwords, Leadership, Fixed Income, Google Analytics, HTML, Keyword Research, Persona Development, HubSpot, Python, Entrepreneurship, Team Building
Education
Rhodes College 2011 — 2015
Bachelor's Degree, Economics and Business Administration
Universiteit Antwerpen 2013 — 2013
International Business
SunTrust Robinson Humphrey July 2015 - Present
SunTrust Robinson Humphrey June 2014 - August 2014
Luminex Corporation June 2013 - August 2013
Luminex Corporation May 2012 - August 2012
Methodist Healthcare May 2011 - August 2011
Subway October 2010 - February 2011
Skills
Microsoft Office, Social Networking, Teamwork, Microsoft Excel, Salesforce.com, Social Media, Time Management, Market Research, WordPress, Google Adwords, Leadership, Fixed Income, Google Analytics, HTML, Keyword Research, Persona Development, HubSpot, Python, Entrepreneurship, Team Building
Education
Rhodes College 2011 — 2015
Bachelor's Degree, Economics and Business Administration
Universiteit Antwerpen 2013 — 2013
International Business
Daniel Rybin Daniel Rybin's SunTrust Robinson Humphrey Experience June 2015 - Present
Job Associate at SunTrust Robinson Humphrey
Industry Banking
Experience
SunTrust Robinson Humphrey June 2015 - Present
SunTrust Robinson Humphrey June 2012 - May 2015
University Athletic Association September 2010 - May 2012
University of Florida April 2010 - May 2012
Stephen C. O'Connell Center September 2008 - May 2012
Bank of America June 2011 - August 2011
Skills
Financial Modeling, Finance, Russian, Economics, Derivatives, Analysis, Options, Microsoft Excel, Forecasting, Event Management, Capital Markets, Leadership, Financial Analysis, Russian Language, Teamwork, Valuation, Bloomberg, Foreign Exchange, Equity Valuation, Value Investing, Equity Capital Markets, PowerPoint, FX Options, Portfolio Management, Trading, Bloomberg Terminal, Investments, Equities
Education
University of Florida 2008 — 2012
BSBA, Economics
SunTrust Robinson Humphrey June 2015 - Present
SunTrust Robinson Humphrey June 2012 - May 2015
University Athletic Association September 2010 - May 2012
University of Florida April 2010 - May 2012
Stephen C. O'Connell Center September 2008 - May 2012
Bank of America June 2011 - August 2011
Skills
Financial Modeling, Finance, Russian, Economics, Derivatives, Analysis, Options, Microsoft Excel, Forecasting, Event Management, Capital Markets, Leadership, Financial Analysis, Russian Language, Teamwork, Valuation, Bloomberg, Foreign Exchange, Equity Valuation, Value Investing, Equity Capital Markets, PowerPoint, FX Options, Portfolio Management, Trading, Bloomberg Terminal, Investments, Equities
Education
University of Florida 2008 — 2012
BSBA, Economics
Alexander Montgomery's SunTrust Robinson Humphrey Experience June 2015 - Present
Job M&A Summer Analyst at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey June 2015 - Present
Gator Student Investment Fund January 2015 - Present
HRE Capital May 2014 - August 2014
Skills
Entrepreneurship, Finance, Business Intelligence, Financial Risk, Market Analysis, Banking, Economics, Internet Entrepreneur, Financial Modeling, Investment Banking, Microsoft Excel, Valuation
Education
University of Florida 2014 — 2016
Master of Science (MS), Finance
University of Florida 2012 — 2015
Bachelor of Science (BS), Finance
SunTrust Robinson Humphrey June 2015 - Present
Gator Student Investment Fund January 2015 - Present
HRE Capital May 2014 - August 2014
Skills
Entrepreneurship, Finance, Business Intelligence, Financial Risk, Market Analysis, Banking, Economics, Internet Entrepreneur, Financial Modeling, Investment Banking, Microsoft Excel, Valuation
Education
University of Florida 2014 — 2016
Master of Science (MS), Finance
University of Florida 2012 — 2015
Bachelor of Science (BS), Finance
Taylor Cain Taylor Cain's SunTrust Robinson Humphrey Experience April 2015 - Present
Job Associate | Mergers & Acquisitions at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey April 2015 - Present
SunTrust Robinson Humphrey April 2013 - March 2015
CCG Advisors January 2012 - April 2013
Education
University of Colorado at Boulder - Leeds School of Business 2007 — 2011
BSBA, Finance
University of Colorado at Boulder 2007 — 2011
BA, Economics
SunTrust Robinson Humphrey April 2015 - Present
SunTrust Robinson Humphrey April 2013 - March 2015
CCG Advisors January 2012 - April 2013
Education
University of Colorado at Boulder - Leeds School of Business 2007 — 2011
BSBA, Finance
University of Colorado at Boulder 2007 — 2011
BA, Economics
Kevin Sofield's SunTrust Robinson Humphrey Experience 2012 - 2013
Job Capital Markets at Vista Equity Partners
Industry Investment Banking
Experience
Vista Equity Partners 2013 - Present
SunTrust Robinson Humphrey 2012 - 2013
Goldman Sachs 1999 - 2012
United States Navy 1991 - 1999
Skills
Leveraged Finance, Debt, Bonds, Loans, High Yield, Corporate Finance, Private Equity, Hedge Funds, Alternative Investments, Due Diligence, Valuation, Mergers, Financial Modeling, Business Valuation, Restructuring, Financial Analysis, Investment Banking, Fixed Income, Credit, Capital Markets, Credit Risk, Series 24, Series 63, Series 7, Venture Capital, Bloomberg, Mergers & Acquisitions, Investments, Structured Products
Education
University of Maryland College Park 1996 — 1998
MBA, Finance
United States Naval Academy 1987 — 1991
Bachelor of Science (B.S.), Aerospace Engineering
Vista Equity Partners 2013 - Present
SunTrust Robinson Humphrey 2012 - 2013
Goldman Sachs 1999 - 2012
United States Navy 1991 - 1999
Skills
Leveraged Finance, Debt, Bonds, Loans, High Yield, Corporate Finance, Private Equity, Hedge Funds, Alternative Investments, Due Diligence, Valuation, Mergers, Financial Modeling, Business Valuation, Restructuring, Financial Analysis, Investment Banking, Fixed Income, Credit, Capital Markets, Credit Risk, Series 24, Series 63, Series 7, Venture Capital, Bloomberg, Mergers & Acquisitions, Investments, Structured Products
Education
University of Maryland College Park 1996 — 1998
MBA, Finance
United States Naval Academy 1987 — 1991
Bachelor of Science (B.S.), Aerospace Engineering
Tyler Prebor Tyler Prebor's SunTrust Robinson Humphrey Experience May 2015 - Present
Job Investment Banking Analyst
Industry Investment Banking
Experience
SunTrust Robinson Humphrey May 2015 - Present
CFA Institute Research Challenge November 2014 - April 2015
Gator Student Investment Fund January 2013 - April 2015
SunTrust Robinson Humphrey May 2014 - August 2014
Coastal Conservation Association, Gator Chapter January 2013 - August 2014
UBS Wealth Management May 2013 - August 2013
Skills
PowerPoint, Data Analysis, Microsoft Excel, Investments, Financial Modeling, Bloomberg, Financial Analysis, Finance, Portfolio Management, Social Media, Valuation, Analysis, Investment Banking
Education
University of Florida 2014 — 2015
Master’s Degree, Finance
University of Florida 2012 — 2014
Bachelor’s Degree, Finance, Magna Cum Laude
SunTrust Robinson Humphrey May 2015 - Present
CFA Institute Research Challenge November 2014 - April 2015
Gator Student Investment Fund January 2013 - April 2015
SunTrust Robinson Humphrey May 2014 - August 2014
Coastal Conservation Association, Gator Chapter January 2013 - August 2014
UBS Wealth Management May 2013 - August 2013
Skills
PowerPoint, Data Analysis, Microsoft Excel, Investments, Financial Modeling, Bloomberg, Financial Analysis, Finance, Portfolio Management, Social Media, Valuation, Analysis, Investment Banking
Education
University of Florida 2014 — 2015
Master’s Degree, Finance
University of Florida 2012 — 2014
Bachelor’s Degree, Finance, Magna Cum Laude
Marissa Nicole Leal Marissa Nicole Leal's SunTrust Robinson Humphrey Experience June 2015 - August 2015
Job Incoming Investment Banking Analyst at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey June 2015 - August 2015
Driftwood Hospitality Management September 2014 - December 2014
Community Investment Collaborative August 2013 - May 2014
Promotora del Comercio Exterior de Costa Rica (PROCOMER) June 2013 - August 2013
International Rescue Committee September 2012 - May 2013
Skills
Economic Development, Social Entrepreneurship, International..., Business Development, Economics, International Relations, STATA, Microsoft Office, Microsoft Excel, Bloomberg, Social Media, Office Administration, Critical Thinking, Data Analysis, Customer Service, Policy Analysis, Teamwork, Public Speaking, Leadership, Microsoft Word, PowerPoint, Stata, Research
Education
University of Florida Hough Graduate School of Business 2014 — 2015
Master of International Business (MIB), Specialization in Finance
University of Virginia 2010 — 2014
Bachelor of Arts (BA), Economics, Minor in Foreign Affairs
Gulliver Preparatory School 2006 — 2010
International Baccalaureate Diploma
SunTrust Robinson Humphrey June 2015 - August 2015
Driftwood Hospitality Management September 2014 - December 2014
Community Investment Collaborative August 2013 - May 2014
Promotora del Comercio Exterior de Costa Rica (PROCOMER) June 2013 - August 2013
International Rescue Committee September 2012 - May 2013
Skills
Economic Development, Social Entrepreneurship, International..., Business Development, Economics, International Relations, STATA, Microsoft Office, Microsoft Excel, Bloomberg, Social Media, Office Administration, Critical Thinking, Data Analysis, Customer Service, Policy Analysis, Teamwork, Public Speaking, Leadership, Microsoft Word, PowerPoint, Stata, Research
Education
University of Florida Hough Graduate School of Business 2014 — 2015
Master of International Business (MIB), Specialization in Finance
University of Virginia 2010 — 2014
Bachelor of Arts (BA), Economics, Minor in Foreign Affairs
Gulliver Preparatory School 2006 — 2010
International Baccalaureate Diploma
Anne (McCormick) Samuel's SunTrust Robinson Humphrey Experience January 2007 - October 2007
Job Vice President Equity Research at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2011 - Present
FBR Capital Markets & Co. October 2007 - July 2011
SunTrust Robinson Humphrey January 2007 - October 2007
Janney Montgomery Scott, LLC October 2006 - December 2006
Ferris, Baker Watts, Inc. August 2005 - September 2006
Skills
Financial Modeling, Equity Research, Valuation, Equities, Financial Analysis, Bloomberg, Retail
Education
Tulane University - A.B. Freeman School of Business 2004 — 2005
Master of Finance, Finance, General
Tulane University - A.B. Freeman School of Business 2000 — 2004
Bachelor of Science in Management, Finance, General
J.P. Morgan July 2011 - Present
FBR Capital Markets & Co. October 2007 - July 2011
SunTrust Robinson Humphrey January 2007 - October 2007
Janney Montgomery Scott, LLC October 2006 - December 2006
Ferris, Baker Watts, Inc. August 2005 - September 2006
Skills
Financial Modeling, Equity Research, Valuation, Equities, Financial Analysis, Bloomberg, Retail
Education
Tulane University - A.B. Freeman School of Business 2004 — 2005
Master of Finance, Finance, General
Tulane University - A.B. Freeman School of Business 2000 — 2004
Bachelor of Science in Management, Finance, General
Alejandro Piekarewicz's SunTrust Robinson Humphrey Experience May 2007 - August 2007
Job Vice President at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2012 - Present
Capital L Group March 2010 - June 2012
Red Ventures July 2009 - March 2010
Wachovia Capital Markets June 2008 - March 2009
SunTrust Robinson Humphrey May 2007 - August 2007
Skills
Debt, Excel, Microsoft Office, PowerPoint, Analytics, Financial Analysis, Financial Modeling, Word, Valuation, Series 7, VBA, Bloomberg, Portfolio Management, Credit, Investments, Capital Markets, Fixed Income, DCF, Equity Research, Series 63, Investment Banking, Equities
Education
University of Florida - Warrington College of Business Administration 2007 — 2008
Masters, Finance
University of Florida 2003 — 2007
BSBA, Finance
Wells Fargo Securities June 2012 - Present
Capital L Group March 2010 - June 2012
Red Ventures July 2009 - March 2010
Wachovia Capital Markets June 2008 - March 2009
SunTrust Robinson Humphrey May 2007 - August 2007
Skills
Debt, Excel, Microsoft Office, PowerPoint, Analytics, Financial Analysis, Financial Modeling, Word, Valuation, Series 7, VBA, Bloomberg, Portfolio Management, Credit, Investments, Capital Markets, Fixed Income, DCF, Equity Research, Series 63, Investment Banking, Equities
Education
University of Florida - Warrington College of Business Administration 2007 — 2008
Masters, Finance
University of Florida 2003 — 2007
BSBA, Finance
Patrick McCormack Patrick McCormack's SunTrust Robinson Humphrey Experience July 2011 - Present
Job Associate at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey July 2011 - Present
Avondale Partners March 2010 - July 2010
Mayo Clinic June 2009 - August 2009
University of Louisville July 2008 - June 2009
Skills
Financial Modeling
Education
Vanderbilt University - Owen Graduate School of Management 2009 — 2011
MBA, Finance, Accounting, Strategy
University of Louisville School of Medicine 2004 — 2008
MD, Medicine
University of Florida 1999 — 2002
BS, Microbiology and Cell Sciences, English Literature
SunTrust Robinson Humphrey July 2011 - Present
Avondale Partners March 2010 - July 2010
Mayo Clinic June 2009 - August 2009
University of Louisville July 2008 - June 2009
Skills
Financial Modeling
Education
Vanderbilt University - Owen Graduate School of Management 2009 — 2011
MBA, Finance, Accounting, Strategy
University of Louisville School of Medicine 2004 — 2008
MD, Medicine
University of Florida 1999 — 2002
BS, Microbiology and Cell Sciences, English Literature
Antonio Curry Antonio Curry's SunTrust Robinson Humphrey Experience July 2005 - June 2013
Job Balance Sheet Analyst at SunTrust
Industry Financial Services
Experience
SunTrust March 2015 - Present
SunTrust Robinson Humphrey July 2005 - June 2013
E*TRADE Financial Corporation 1997 - 2005
Skills
Series 7, Series 63, Capital Markets, Equities, Leadership, Public Speaking, Customer Service, Project Management, Trading, Process Improvement, Management, Program Management, Forecasting
Education
Tuskegee University 1990 — 1994
Bachelor’s Degree, Finance, General
SunTrust March 2015 - Present
SunTrust Robinson Humphrey July 2005 - June 2013
E*TRADE Financial Corporation 1997 - 2005
Skills
Series 7, Series 63, Capital Markets, Equities, Leadership, Public Speaking, Customer Service, Project Management, Trading, Process Improvement, Management, Program Management, Forecasting
Education
Tuskegee University 1990 — 1994
Bachelor’s Degree, Finance, General
Arianna Larson Arianna Larson's SunTrust Robinson Humphrey Experience July 2015 - Present
Job Documentation Specialist, Officer at SunTrust Equipment Finance & Leasing Corp.
Industry Financial Services
Experience
SunTrust Robinson Humphrey July 2015 - Present
Wells Fargo Equipment Finance, Inc July 2007 - July 2015
Language Line August 2009 - April 2010
Wells Fargo Financial Leasing January 2006 - June 2007
SYKES // FORD CREDIT Account September 2004 - March 2005
Skills
Specialized Collateral..., Vehicle Titling, Loans, Financial Transactions, Funding, Notary Public, Loan/Lease Documentation, Customer Service, Operational Risk, Auditing, Project Coordination, Public Speaking, Project Management, Records Management, Analysis, Banking, Mortgage Lending, Credit Analysis, Microsoft Excel, Credit
Education
Universidad de Costa Rica 1994 — 2004
Anthropology
SunTrust Robinson Humphrey July 2015 - Present
Wells Fargo Equipment Finance, Inc July 2007 - July 2015
Language Line August 2009 - April 2010
Wells Fargo Financial Leasing January 2006 - June 2007
SYKES // FORD CREDIT Account September 2004 - March 2005
Skills
Specialized Collateral..., Vehicle Titling, Loans, Financial Transactions, Funding, Notary Public, Loan/Lease Documentation, Customer Service, Operational Risk, Auditing, Project Coordination, Public Speaking, Project Management, Records Management, Analysis, Banking, Mortgage Lending, Credit Analysis, Microsoft Excel, Credit
Education
Universidad de Costa Rica 1994 — 2004
Anthropology
Jonathan Scher Jonathan Scher's SunTrust Robinson Humphrey Experience February 2007 - February 2009
Job Regional Sales Executive at Concur
Industry Computer Software
Experience
Concur April 2015 - Present
Rocket Software March 2010 - April 2015
SunTrust Robinson Humphrey February 2007 - February 2009
Lehman Brothers February 2004 - February 2007
Neuberger Berman May 2002 - February 2004
Thomson Financial May 2001 - May 2002
Skills
Sales Operations, Equities, Series 7, CRM, Capital Markets, Sales, Start-ups, Salesforce.com, Sales Process, SaaS, Solution Selling, Strategic Partnerships, Professional Services, Software Industry, Lead Generation, Sales Enablement, Enterprise Software
Education
University of Denver 1997 — 2001
BSBA, Finance and Economics
Syosset High School 1993 — 1997
Concur April 2015 - Present
Rocket Software March 2010 - April 2015
SunTrust Robinson Humphrey February 2007 - February 2009
Lehman Brothers February 2004 - February 2007
Neuberger Berman May 2002 - February 2004
Thomson Financial May 2001 - May 2002
Skills
Sales Operations, Equities, Series 7, CRM, Capital Markets, Sales, Start-ups, Salesforce.com, Sales Process, SaaS, Solution Selling, Strategic Partnerships, Professional Services, Software Industry, Lead Generation, Sales Enablement, Enterprise Software
Education
University of Denver 1997 — 2001
BSBA, Finance and Economics
Syosset High School 1993 — 1997
Samantha Romero's SunTrust Robinson Humphrey Experience June 2015 - Present
Job Summer Analyst at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey June 2015 - Present
FIS - Fidelity Information Services June 2014 - August 2014
Skills
Time Management, Microsoft Excel, Data Entry, Productivity, Operational Risk..., Confluence, Microsoft Office, Enjoy Working with..., Web Design, Entrepreneurship, Work in A Fast Paced..., Passion for Helping..., Social Media, Innovation, Leadership, Customer Service, Public Speaking, PowerPoint, Social Networking, Social Skills, Microsoft Word, Research, Teamwork, Social Media Marketing, Facebook, Friendly Personality, Event Planning, Volunteering
Education
University of Florida 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance, General
Ponte Vedra High School 2008 — 2012
SunTrust Robinson Humphrey June 2015 - Present
FIS - Fidelity Information Services June 2014 - August 2014
Skills
Time Management, Microsoft Excel, Data Entry, Productivity, Operational Risk..., Confluence, Microsoft Office, Enjoy Working with..., Web Design, Entrepreneurship, Work in A Fast Paced..., Passion for Helping..., Social Media, Innovation, Leadership, Customer Service, Public Speaking, PowerPoint, Social Networking, Social Skills, Microsoft Word, Research, Teamwork, Social Media Marketing, Facebook, Friendly Personality, Event Planning, Volunteering
Education
University of Florida 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance, General
Ponte Vedra High School 2008 — 2012
Joseph Aultman Joseph Aultman's SunTrust Robinson Humphrey Experience July 2010 - Present
Job Equity Derivatives Trader, Structured Investments and Equity Derivatives at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey July 2010 - Present
University of Alabama May 2008 - July 2010
Morgan Keegan May 2008 - August 2008
Skills
Bloomberg, Financial Modeling, Financial Analysis, Valuation, Investments, Corporate Finance, Fixed Income, Investment Banking, Derivatives, Asset Managment, Investment Management, Capital Markets, Series 7, Microsoft Excel, Business Valuation
Education
University of Alabama, Manderson Graduate School of Business 2009 — 2010
MS, Finance - Financial Risk Strategy
University of Alabama 2005 — 2009
BS, Finance
Oak mountain
SunTrust Robinson Humphrey July 2010 - Present
University of Alabama May 2008 - July 2010
Morgan Keegan May 2008 - August 2008
Skills
Bloomberg, Financial Modeling, Financial Analysis, Valuation, Investments, Corporate Finance, Fixed Income, Investment Banking, Derivatives, Asset Managment, Investment Management, Capital Markets, Series 7, Microsoft Excel, Business Valuation
Education
University of Alabama, Manderson Graduate School of Business 2009 — 2010
MS, Finance - Financial Risk Strategy
University of Alabama 2005 — 2009
BS, Finance
Oak mountain
Hassan Mahmood's SunTrust Robinson Humphrey Experience July 2015 - Present
Job Associate | Real Estate Investment Banking | SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey July 2015 - Present
SunTrust Robinson Humphrey July 2013 - June 2015
Global Hunter Securities July 2012 - July 2013
Skills
Data Analysis, Financial Modeling, Capital IQ, Economics, Financial Analysis, Investment Banking, Management, Valuation, Leadership, Corporate Finance, Bloomberg Terminal, Capital Markets, Private Equity
Education
University of Virginia 2008 — 2012
B.S. in Commerce - Finance, Entrepreneurship, Marketing
University of Cambridge 2006 — 2008
Advanced Level
SunTrust Robinson Humphrey July 2015 - Present
SunTrust Robinson Humphrey July 2013 - June 2015
Global Hunter Securities July 2012 - July 2013
Skills
Data Analysis, Financial Modeling, Capital IQ, Economics, Financial Analysis, Investment Banking, Management, Valuation, Leadership, Corporate Finance, Bloomberg Terminal, Capital Markets, Private Equity
Education
University of Virginia 2008 — 2012
B.S. in Commerce - Finance, Entrepreneurship, Marketing
University of Cambridge 2006 — 2008
Advanced Level
JP Langley's SunTrust Robinson Humphrey Experience August 2015 - Present
Job Incoming Investment Banking Analyst at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey August 2015 - Present
SunTrust Robinson Humphrey 2015 - 2015
Skills
Financial Modeling, Customer Service, Microsoft Word, Corporate Finance, Microsoft Office, PowerPoint, Financial Analysis, Microsoft Excel, Sales, Management, Budgets, Teamwork, Research, Marketing, Accounting
Education
University of Florida 2012 — 2016
Bachelor's degree, Finance, General, Sophomore
University of Florida
Master's Degree, Finance, General
SunTrust Robinson Humphrey August 2015 - Present
SunTrust Robinson Humphrey 2015 - 2015
Skills
Financial Modeling, Customer Service, Microsoft Word, Corporate Finance, Microsoft Office, PowerPoint, Financial Analysis, Microsoft Excel, Sales, Management, Budgets, Teamwork, Research, Marketing, Accounting
Education
University of Florida 2012 — 2016
Bachelor's degree, Finance, General, Sophomore
University of Florida
Master's Degree, Finance, General
Patrick E. Moore Patrick E. Moore's SunTrust Robinson Humphrey Experience October 2013 - Present
Job Vice PresidentFixed Income Sales at SunTrust Robinson Humphrey
Industry Capital Markets
Experience
SunTrust Robinson Humphrey October 2013 - Present
FTN Financial October 2007 - September 2013
Skills
Bonds, Fixed Income, Capital Markets, Series 7, Investment Banking, Bloomberg, Asset Management, Series 63, Financial Analysis, Trading, Valuation
Education
University of Alabama 2003 — 2007
Bachelor's degree, Finance
Collierville High School
SunTrust Robinson Humphrey October 2013 - Present
FTN Financial October 2007 - September 2013
Skills
Bonds, Fixed Income, Capital Markets, Series 7, Investment Banking, Bloomberg, Asset Management, Series 63, Financial Analysis, Trading, Valuation
Education
University of Alabama 2003 — 2007
Bachelor's degree, Finance
Collierville High School
Dylan Kerney Dylan Kerney's SunTrust Robinson Humphrey Experience June 2014 - Present
Job Fixed Income Research, Analyst at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey June 2014 - Present
The Bridge: The Memphis Street Paper March 2013 - May 2014
Raymond James Financial Inc. September 2013 - December 2013
IronHorse Capital January 2013 - April 2013
Konica Minolta Business Solutions U.S.A., Inc. May 2012 - July 2012
Wildrose Landscape Design June 2009 - July 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Social Media, Teamwork, Public Speaking, English, Team Leadership, German, Accounting
Education
Rhodes College 2011 — 2014
Bachelor of Arts in Commerce and Business, International Business and Finance
University of Antwerp 2013 — 2013
International Business
SunTrust Robinson Humphrey June 2014 - Present
The Bridge: The Memphis Street Paper March 2013 - May 2014
Raymond James Financial Inc. September 2013 - December 2013
IronHorse Capital January 2013 - April 2013
Konica Minolta Business Solutions U.S.A., Inc. May 2012 - July 2012
Wildrose Landscape Design June 2009 - July 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Social Media, Teamwork, Public Speaking, English, Team Leadership, German, Accounting
Education
Rhodes College 2011 — 2014
Bachelor of Arts in Commerce and Business, International Business and Finance
University of Antwerp 2013 — 2013
International Business
Anya Bedosky Anya Bedosky's SunTrust Robinson Humphrey Experience July 2015 - Present
Job Analyst at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey July 2015 - Present
SunTrust Robinson Humphrey June 2014 - August 2014
Lockheed Martin May 2013 - August 2013
Skills
Microsoft Office, Point of Sale
Education
University of Florida 2013 — 2015
Master of Science (MS), Finance
University of Florida 2011 — 2014
Bachelor of Science (B.S.), Finance (Minor: Accounting)
SunTrust Robinson Humphrey July 2015 - Present
SunTrust Robinson Humphrey June 2014 - August 2014
Lockheed Martin May 2013 - August 2013
Skills
Microsoft Office, Point of Sale
Education
University of Florida 2013 — 2015
Master of Science (MS), Finance
University of Florida 2011 — 2014
Bachelor of Science (B.S.), Finance (Minor: Accounting)
Rob Dezego Rob Dezego's SunTrust Robinson Humphrey Experience 2008 - 2012
Job Experienced Finance Professional
Industry Marketing and Advertising
Experience
MediaCom October 2014 - Present
S&P Capital IQ February 2013 - May 2014
SunTrust Robinson Humphrey 2008 - 2012
Bank of America 2000 - 2008
Sanford C. Bernstein 1996 - 2000
Skills
Mergers & Acquisitions, Equities, Capital Markets, Asset Management, Hedge Funds, Financial Modeling, Equity Research, Valuation, Portfolio Management, Financial Analysis, Investment Banking, Telecommunications, Fixed Income, Investments, Business Development, Market Research
Education
New York University - Leonard N. Stern School of Business 1998 — 2002
Master of Business Administration (M.B.A.), Finance, General
Tufts University 1991 — 1995
BS, Economics
MediaCom October 2014 - Present
S&P Capital IQ February 2013 - May 2014
SunTrust Robinson Humphrey 2008 - 2012
Bank of America 2000 - 2008
Sanford C. Bernstein 1996 - 2000
Skills
Mergers & Acquisitions, Equities, Capital Markets, Asset Management, Hedge Funds, Financial Modeling, Equity Research, Valuation, Portfolio Management, Financial Analysis, Investment Banking, Telecommunications, Fixed Income, Investments, Business Development, Market Research
Education
New York University - Leonard N. Stern School of Business 1998 — 2002
Master of Business Administration (M.B.A.), Finance, General
Tufts University 1991 — 1995
BS, Economics
Chris Leith Chris Leith's SunTrust Robinson Humphrey Experience June 2010 - July 2012
Job Senior Associate at GreenBlock Capital
Industry Venture Capital & Private Equity
Experience
GreenBlock Capital February 2015 - Present
Oxbow November 2014 - February 2015
NextEra Energy Resources September 2012 - October 2014
SunTrust Robinson Humphrey June 2010 - July 2012
EMC May 2009 - August 2009
RBC Capital Markets June 2008 - August 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Investments, Accretion/dilution, Energy, Renewable Energy, Private Equity, Bloomberg, Mergers & Acquisitions, Investment Banking, Analysis, Due Diligence, PowerPoint, Microsoft Excel
Education
University of Richmond - Robins School of Business 2006 — 2010
BSBA, Finance, Chinese
Tsinghua University 2008 — 2008
Finance
St. Sebastian's School 2000 — 2006
High School Diploma
GreenBlock Capital February 2015 - Present
Oxbow November 2014 - February 2015
NextEra Energy Resources September 2012 - October 2014
SunTrust Robinson Humphrey June 2010 - July 2012
EMC May 2009 - August 2009
RBC Capital Markets June 2008 - August 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Investments, Accretion/dilution, Energy, Renewable Energy, Private Equity, Bloomberg, Mergers & Acquisitions, Investment Banking, Analysis, Due Diligence, PowerPoint, Microsoft Excel
Education
University of Richmond - Robins School of Business 2006 — 2010
BSBA, Finance, Chinese
Tsinghua University 2008 — 2008
Finance
St. Sebastian's School 2000 — 2006
High School Diploma
Doug Mewhirter, CFA Doug Mewhirter, CFA's SunTrust Robinson Humphrey Experience January 2013 - Present
Job Equity Analyst
Industry Capital Markets
Experience
SunTrust Robinson Humphrey January 2013 - Present
SunTrust Robinson Humphrey July 2012 - December 2012
RBC Capital Markets June 2008 - June 2012
Ferris, Baker Watts April 2004 - June 2008
Capital One Financial July 1998 - April 2004
Jefferson Smurfit Corporation January 1997 - July 1998
U.S. Navy May 1991 - December 1996
Skills
Equity Research, Equity Valuation, Insurance, Reinsurance, Thomson One, Excel, MS Office Suite, Investment Strategies, Financial Modeling, Insurance Linked..., Bloomberg, Microsoft Excel, Finance, Financial Analysis, Analysis, Valuation
Education
University of Richmond - Robins School of Business 2001 — 2003
MBA
United States Naval Academy 1987 — 1991
B.S., Naval Architecture
Fox Chapel Area High School 1983 — 1987
SunTrust Robinson Humphrey January 2013 - Present
SunTrust Robinson Humphrey July 2012 - December 2012
RBC Capital Markets June 2008 - June 2012
Ferris, Baker Watts April 2004 - June 2008
Capital One Financial July 1998 - April 2004
Jefferson Smurfit Corporation January 1997 - July 1998
U.S. Navy May 1991 - December 1996
Skills
Equity Research, Equity Valuation, Insurance, Reinsurance, Thomson One, Excel, MS Office Suite, Investment Strategies, Financial Modeling, Insurance Linked..., Bloomberg, Microsoft Excel, Finance, Financial Analysis, Analysis, Valuation
Education
University of Richmond - Robins School of Business 2001 — 2003
MBA
United States Naval Academy 1987 — 1991
B.S., Naval Architecture
Fox Chapel Area High School 1983 — 1987
Lucas Hohnstein Lucas Hohnstein's SunTrust Robinson Humphrey Experience May 2009 - July 2009
Job Institutional U.S. Energy Sales at GMP Securities
Industry Investment Banking
Experience
GMP Securities September 2014 - Present
Carrollton Lacrosse January 2015 - Present
Tegris Advisors April 2012 - April 2014
Sagent Advisors July 2010 - February 2012
SunTrust Robinson Humphrey May 2009 - July 2009
Sarowdin Partners January 2006 - July 2008
RSM Equico 2003 - 2005
Skills
Investment Banking, LBO, Mergers & Acquisitions, Business Valuation, DCF, Private Placements, Financial Structuring, Divestitures, Capital Raising, Sell Side
Education
Vanderbilt University - Owen Graduate School of Management 2008 — 2010
MBA, Finance, Accounting
University of Denver - Daniels College of Business 2000 — 2003
Bachelor's degree, Accounting and Finance
GMP Securities September 2014 - Present
Carrollton Lacrosse January 2015 - Present
Tegris Advisors April 2012 - April 2014
Sagent Advisors July 2010 - February 2012
SunTrust Robinson Humphrey May 2009 - July 2009
Sarowdin Partners January 2006 - July 2008
RSM Equico 2003 - 2005
Skills
Investment Banking, LBO, Mergers & Acquisitions, Business Valuation, DCF, Private Placements, Financial Structuring, Divestitures, Capital Raising, Sell Side
Education
Vanderbilt University - Owen Graduate School of Management 2008 — 2010
MBA, Finance, Accounting
University of Denver - Daniels College of Business 2000 — 2003
Bachelor's degree, Accounting and Finance
Sean Gilmore's SunTrust Robinson Humphrey Experience June 2015 - August 2015
Job Investment Banking Summer Analyst
Industry Financial Services
Experience
Study Edge January 2015 - Present
SunTrust Robinson Humphrey June 2015 - August 2015
Florida Blue Key Homecoming and Gator Growl March 2014 - November 2014
Crosstree Capital Partners, Inc. May 2014 - August 2014
St. Mary's Episcopal Day School August 2010 - June 2012
Education
University of Florida 2012 — 2016
Master's Degree, Finance
University of Florida 2012 — 2015
Bachelor's degree, Accounting and Finance
Study Edge January 2015 - Present
SunTrust Robinson Humphrey June 2015 - August 2015
Florida Blue Key Homecoming and Gator Growl March 2014 - November 2014
Crosstree Capital Partners, Inc. May 2014 - August 2014
St. Mary's Episcopal Day School August 2010 - June 2012
Education
University of Florida 2012 — 2016
Master's Degree, Finance
University of Florida 2012 — 2015
Bachelor's degree, Accounting and Finance
Laura Barrickman's SunTrust Robinson Humphrey Experience April 2014 - Present
Job Vice President, Capital Markets Operations at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey April 2014 - Present
LexiNexis September 2012 - April 2014
NRG Energy, Inc. (f/k/a GenOn Energy, Inc., f/k/a Mirant Corporation) July 2002 - September 2012
Earthlink February 2000 - 2001
Warner Bros. January 1996 - August 2000
Sony Signatures, a div of Sony Pic. Entertainment May 1995 - December 1995
Spolin Silverman Cohen & Bosserman LLP 1993 - May 1995
Weston Benshoof 1991 - 1993
Skills
Energy, Risk Management, Project Management, Contract Management, Analysis, Business Development, Due Diligence, Finance, Mergers, Program Management, Renewable Energy, Strategy, Business Process, Executive Management, Capital Markets, Financial Risk, Business Process..., Leadership, Cross-functional Team..., Team Leadership, Mergers & Acquisitions
Education
University of California, Irvine 1986 — 1990
BA, Business
SunTrust Robinson Humphrey April 2014 - Present
LexiNexis September 2012 - April 2014
NRG Energy, Inc. (f/k/a GenOn Energy, Inc., f/k/a Mirant Corporation) July 2002 - September 2012
Earthlink February 2000 - 2001
Warner Bros. January 1996 - August 2000
Sony Signatures, a div of Sony Pic. Entertainment May 1995 - December 1995
Spolin Silverman Cohen & Bosserman LLP 1993 - May 1995
Weston Benshoof 1991 - 1993
Skills
Energy, Risk Management, Project Management, Contract Management, Analysis, Business Development, Due Diligence, Finance, Mergers, Program Management, Renewable Energy, Strategy, Business Process, Executive Management, Capital Markets, Financial Risk, Business Process..., Leadership, Cross-functional Team..., Team Leadership, Mergers & Acquisitions
Education
University of California, Irvine 1986 — 1990
BA, Business
Philip Marshall Philip Marshall's SunTrust Robinson Humphrey Experience July 1985 - February 2009
Job Principal Advantage Capital Partners
Industry Financial Services
Experience
Advantage Capital Partners November 2009 - Present
Florida Prepaid College Board March 2011 - Present
SunTrust Robinson Humphrey July 1985 - February 2009
SunTrust Bank 1985 - 2009
Skills
Private Equity, Investments, Mergers, Investment Banking, Valuation, Due Diligence, Corporate Finance, Credit Analysis, Middle Market, Commercial Banking, Strategy, Business Valuation, Capital Markets, Mergers & Acquisitions, Credit, Business Development, Leveraged Finance, Capital, Commercial Lending, Financial Structuring, Banking, Loans, M&A experience, Entrepreneurship, Finance, Management, Corporate Development, Asset Management
Education
University of Pennsylvania - The Wharton School 1983 — 1985
MBA, Finance
University of Florida 1977 — 1981
BS, Agricultural Economics
Advantage Capital Partners November 2009 - Present
Florida Prepaid College Board March 2011 - Present
SunTrust Robinson Humphrey July 1985 - February 2009
SunTrust Bank 1985 - 2009
Skills
Private Equity, Investments, Mergers, Investment Banking, Valuation, Due Diligence, Corporate Finance, Credit Analysis, Middle Market, Commercial Banking, Strategy, Business Valuation, Capital Markets, Mergers & Acquisitions, Credit, Business Development, Leveraged Finance, Capital, Commercial Lending, Financial Structuring, Banking, Loans, M&A experience, Entrepreneurship, Finance, Management, Corporate Development, Asset Management
Education
University of Pennsylvania - The Wharton School 1983 — 1985
MBA, Finance
University of Florida 1977 — 1981
BS, Agricultural Economics
Adam Spatacco Adam Spatacco's SunTrust Robinson Humphrey Experience June 2013 - October 2014
Job Analyst at Hercules Technology Growth Capital
Industry Venture Capital & Private Equity
Experience
Hercules Technology Growth Capital October 2014 - Present
SunTrust Robinson Humphrey June 2013 - October 2014
Boxwood Capital October 2012 - March 2013
Deloitte & Touche LLP June 2012 - August 2012
Sterne Agee and Leach June 2011 - August 2011
Vector Marketing Corporation June 2009 - August 2009
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Finance, Valuation, Financial Modeling, Corporate Finance, Investments, Investment Banking, Bloomberg
Education
University of Richmond 2009 — 2013
Bachelor of Science, Business Administration with Finance Concentration, Bachelor of Arts, Italian Studies
Università Commerciale 'Luigi Bocconi' 2011 — 2011
Accounting and Finance
Hercules Technology Growth Capital October 2014 - Present
SunTrust Robinson Humphrey June 2013 - October 2014
Boxwood Capital October 2012 - March 2013
Deloitte & Touche LLP June 2012 - August 2012
Sterne Agee and Leach June 2011 - August 2011
Vector Marketing Corporation June 2009 - August 2009
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Finance, Valuation, Financial Modeling, Corporate Finance, Investments, Investment Banking, Bloomberg
Education
University of Richmond 2009 — 2013
Bachelor of Science, Business Administration with Finance Concentration, Bachelor of Arts, Italian Studies
Università Commerciale 'Luigi Bocconi' 2011 — 2011
Accounting and Finance
Jared Glick Jared Glick's SunTrust Robinson Humphrey Experience June 2009 - August 2009
Job Manager at Timeflies Music
Industry Music
Experience
Timeflies Music November 2010 - Present
JP Morgan Asset Management June 2011 - April 2012
SunTrust Robinson Humphrey June 2009 - August 2009
Advanced Technology Ventures 2009 - 2009
Education
Tufts University 2007 — 2011
Timeflies Music November 2010 - Present
JP Morgan Asset Management June 2011 - April 2012
SunTrust Robinson Humphrey June 2009 - August 2009
Advanced Technology Ventures 2009 - 2009
Education
Tufts University 2007 — 2011
Jason Drory's SunTrust Robinson Humphrey Experience June 2012 - July 2014
Job J.D. Candidate at Vanderbilt University Law School
Industry Law Practice
Experience
U.S. Securities and Exchange Commission May 2015 - Present
SunTrust Robinson Humphrey June 2012 - July 2014
Transatlantic Reinsurance June 2011 - August 2011
University of Alabama October 2009 - May 2011
Education
Vanderbilt University Law School 2014 — 2017
Doctor of Law (JD)
University of Alabama, Manderson Graduate School of Business 2010 — 2012
Master of Science, Finance
The University of Alabama, Culverhouse College of Commerce & Business Administration 2008 — 2012
Bachelor of Science, Finance
U.S. Securities and Exchange Commission May 2015 - Present
SunTrust Robinson Humphrey June 2012 - July 2014
Transatlantic Reinsurance June 2011 - August 2011
University of Alabama October 2009 - May 2011
Education
Vanderbilt University Law School 2014 — 2017
Doctor of Law (JD)
University of Alabama, Manderson Graduate School of Business 2010 — 2012
Master of Science, Finance
The University of Alabama, Culverhouse College of Commerce & Business Administration 2008 — 2012
Bachelor of Science, Finance
Kathy Ott Kathy Ott's SunTrust Robinson Humphrey Experience January 2008 - July 2008
Job Senior Specialist Credit Card / Loyalty Marketing at HSN
Industry Information Technology and Services
Experience
HSN May 2015 - Present
Catalina Marketing February 2015 - May 2015
Excentus November 2011 - October 2014
Consolidated Nurseries, LLC February 2011 - October 2011
SunTrust Robinson Humphrey January 2008 - July 2008
Caterpillar Financial Services Inc. December 1999 - December 2007
Skills
Business Development, New Business Development, Strategic Planning, Salesforce.com, Sales Management, Sales, Account Management, Negotiation, Team Building, Marketing Strategy, Project Management, Customer Service, Team Leadership, Marketing, Contract Negotiation, Process Improvement, Strategy, Forecasting, Start-ups, Online Marketing, Selling, Key Account Management, Product Development, Business Planning, Budgets, Strategic Partnerships, Change Management, Training, Direct Sales, Social Media Marketing
Education
University of South Florida
Université Sorbonne Nouvelle - Paris 3
West Virginia University
BA
HSN May 2015 - Present
Catalina Marketing February 2015 - May 2015
Excentus November 2011 - October 2014
Consolidated Nurseries, LLC February 2011 - October 2011
SunTrust Robinson Humphrey January 2008 - July 2008
Caterpillar Financial Services Inc. December 1999 - December 2007
Skills
Business Development, New Business Development, Strategic Planning, Salesforce.com, Sales Management, Sales, Account Management, Negotiation, Team Building, Marketing Strategy, Project Management, Customer Service, Team Leadership, Marketing, Contract Negotiation, Process Improvement, Strategy, Forecasting, Start-ups, Online Marketing, Selling, Key Account Management, Product Development, Business Planning, Budgets, Strategic Partnerships, Change Management, Training, Direct Sales, Social Media Marketing
Education
University of South Florida
Université Sorbonne Nouvelle - Paris 3
West Virginia University
BA
Morgan Ogilvie Morgan Ogilvie's SunTrust Robinson Humphrey Experience August 2015 - Present
Job Investment Banking Analyst at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey August 2015 - Present
SunTrust Robinson Humphrey January 2013 - July 2015
Sterne Agee May 2012 - August 2012
The University of Alabama Football Team June 2008 - January 2012
United States Senate May 2011 - May 2011
Education
University of Alabama 2011 — 2012
Master of Science (MS), Finance
University of Alabama 2008 — 2011
Bachelor of Science (BS), Finance and Economics
SunTrust Robinson Humphrey August 2015 - Present
SunTrust Robinson Humphrey January 2013 - July 2015
Sterne Agee May 2012 - August 2012
The University of Alabama Football Team June 2008 - January 2012
United States Senate May 2011 - May 2011
Education
University of Alabama 2011 — 2012
Master of Science (MS), Finance
University of Alabama 2008 — 2011
Bachelor of Science (BS), Finance and Economics
Grace Bernier's SunTrust Robinson Humphrey Experience June 2014 - August 2014
Job Investment Banking Analyst at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey June 2014 - August 2014
University of Richmond January 2012 - May 2014
Dominion May 2013 - August 2013
ITG January 2013 - January 2013
J.P. Morgan July 2012 - August 2012
Skills
Event Planning, Fundraising, Microsoft Excel, Market Research, Nonprofits, WordPress, Microsoft Office, SPSS, Prezi
Education
University of Richmond - Robins School of Business 2011 — 2015
Bachelor of Science in Business Administration (B.S.B.A.), Economics (major), Finance (concentration)
University of Economics, Prague 2013 — 2013
SunTrust Robinson Humphrey June 2014 - August 2014
University of Richmond January 2012 - May 2014
Dominion May 2013 - August 2013
ITG January 2013 - January 2013
J.P. Morgan July 2012 - August 2012
Skills
Event Planning, Fundraising, Microsoft Excel, Market Research, Nonprofits, WordPress, Microsoft Office, SPSS, Prezi
Education
University of Richmond - Robins School of Business 2011 — 2015
Bachelor of Science in Business Administration (B.S.B.A.), Economics (major), Finance (concentration)
University of Economics, Prague 2013 — 2013
Robert Lee Redfearn's SunTrust Robinson Humphrey Experience June 2012 - July 2014
Job J.D. Candidate, University of California, Berkeley
Industry Law Practice
Experience
United States District Court for the Northern District of California May 2015 - July 2015
SunTrust Robinson Humphrey June 2012 - July 2014
SunTrust Robinson Humphrey May 2011 - July 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Financial Analysis, Research, Financial Modeling, Corporate Finance
Education
University of California, Berkeley - School of Law 2014 — 2017
Doctor of Law (J.D.)
University of Georgia - Terry College of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Certificate in Music Business, summa cum laude; Honors College Graduation Distinction: Highest Honors
United States District Court for the Northern District of California May 2015 - July 2015
SunTrust Robinson Humphrey June 2012 - July 2014
SunTrust Robinson Humphrey May 2011 - July 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Financial Analysis, Research, Financial Modeling, Corporate Finance
Education
University of California, Berkeley - School of Law 2014 — 2017
Doctor of Law (J.D.)
University of Georgia - Terry College of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Certificate in Music Business, summa cum laude; Honors College Graduation Distinction: Highest Honors
Ed Yuen's SunTrust Robinson Humphrey Experience November 2009 - July 2011
Job Director at Solebury Communications Group
Industry Investment Banking
Experience
Solebury Communications Group October 2014 - Present
Solebury Capital Group May 2013 - September 2014
Societe Generale August 2011 - April 2013
SunTrust Robinson Humphrey November 2009 - July 2011
Wells Fargo Securities, LLC August 2005 - June 2009
Wells Fargo Securities, LLC March 2004 - August 2005
Burnham Securities Inc May 2003 - March 2004
Banc of America Securities LLC June 1999 - November 2002
Skills
Financial Modeling, Valuation, Equities, Investor Relations, Capital Markets, IPO, Investment Banking, Equity Research, Hedge Funds, Investments, Mergers & Acquisitions, Finance, Strategy, Private Placements
Education
Tufts University 1995 — 1999
BA, Economics, Environmental Studies
Solebury Communications Group October 2014 - Present
Solebury Capital Group May 2013 - September 2014
Societe Generale August 2011 - April 2013
SunTrust Robinson Humphrey November 2009 - July 2011
Wells Fargo Securities, LLC August 2005 - June 2009
Wells Fargo Securities, LLC March 2004 - August 2005
Burnham Securities Inc May 2003 - March 2004
Banc of America Securities LLC June 1999 - November 2002
Skills
Financial Modeling, Valuation, Equities, Investor Relations, Capital Markets, IPO, Investment Banking, Equity Research, Hedge Funds, Investments, Mergers & Acquisitions, Finance, Strategy, Private Placements
Education
Tufts University 1995 — 1999
BA, Economics, Environmental Studies
Bill Koss's SunTrust Robinson Humphrey Experience May 2012 - Present
Job Vice President, Equipment Finance, SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey May 2012 - Present
GE Corporate Finance May 2011 - July 2012
GE Capital September 1996 - March 2012
Skills
Asset Based Lending, Financial Structuring, Commercial Lending, Credit Analysis, Underwriting, Loans, Commercial Finance, Loan Origination, Commercial Banking, Middle Market, Financial Statement..., Commercial Leasing, Aircraft Leasing, Financial Accounting, Financial Analysis, Financial Modeling, Financial Risk, Financial Services, Aircraft Finance, Marine Finance, Transportation Finance, Investment Banking
Education
University of North Carolina at Chapel Hill 1986 — 1990
Bachelor of Arts (BA), Economics
University of Florida 1993 — 1996
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law
University of Florida 1993 — 1996
Master of Business Administration (MBA), Corporate Finance
SunTrust Robinson Humphrey May 2012 - Present
GE Corporate Finance May 2011 - July 2012
GE Capital September 1996 - March 2012
Skills
Asset Based Lending, Financial Structuring, Commercial Lending, Credit Analysis, Underwriting, Loans, Commercial Finance, Loan Origination, Commercial Banking, Middle Market, Financial Statement..., Commercial Leasing, Aircraft Leasing, Financial Accounting, Financial Analysis, Financial Modeling, Financial Risk, Financial Services, Aircraft Finance, Marine Finance, Transportation Finance, Investment Banking
Education
University of North Carolina at Chapel Hill 1986 — 1990
Bachelor of Arts (BA), Economics
University of Florida 1993 — 1996
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law
University of Florida 1993 — 1996
Master of Business Administration (MBA), Corporate Finance
Sean Croll's SunTrust Robinson Humphrey Experience 2003 - 2005
Job Options Trader at Casey Securities
Industry Financial Services
Experience
Casey Securities May 2014 - Present
ConvergEx Group December 2013 - April 2014
Junior Gourmet October 2012 - November 2013
Cowen and Company 2006 - 2012
SunTrust Robinson Humphrey 2003 - 2005
Skills
Equity Trading, Equities, ETFs, Investments, Risk Management, Capital Markets, Series 7, Bloomberg, Equity Research, Electronic Trading, Series 63, Hedge Funds, Securities, Derivatives, Options, Trading, Sales, Financial Markets, Relationship Management, Account Management, Mutual Funds
Education
University of California, San Diego 1989 — 1994
BA, Political Science and Government
Casey Securities May 2014 - Present
ConvergEx Group December 2013 - April 2014
Junior Gourmet October 2012 - November 2013
Cowen and Company 2006 - 2012
SunTrust Robinson Humphrey 2003 - 2005
Skills
Equity Trading, Equities, ETFs, Investments, Risk Management, Capital Markets, Series 7, Bloomberg, Equity Research, Electronic Trading, Series 63, Hedge Funds, Securities, Derivatives, Options, Trading, Sales, Financial Markets, Relationship Management, Account Management, Mutual Funds
Education
University of California, San Diego 1989 — 1994
BA, Political Science and Government
Stephanie Staten's SunTrust Robinson Humphrey Experience October 2011 - Present
Job Market Information Business Consultant at SunTrust Bank
Industry Financial Services
Experience
SunTrust Bank May 2015 - Present
SunTrust Robinson Humphrey October 2011 - Present
The Training Associates 2011 - October 2011
Reuters America 1999 - December 2010
Thomson Reuters 1999 - December 2010
InHealth Record Systems 1997 - 1999
Skills
CRM, Financial Markets, Business Development, Market Data, Relationship Management, Training, Equities, Salesforce.com, Vendor Management, Strategy, Customer Retention, Project Management, Sales Operations, Financial Services, Sales
Education
University of Central Florida 1991 — 1994
Liberal Arts
SunTrust Bank May 2015 - Present
SunTrust Robinson Humphrey October 2011 - Present
The Training Associates 2011 - October 2011
Reuters America 1999 - December 2010
Thomson Reuters 1999 - December 2010
InHealth Record Systems 1997 - 1999
Skills
CRM, Financial Markets, Business Development, Market Data, Relationship Management, Training, Equities, Salesforce.com, Vendor Management, Strategy, Customer Retention, Project Management, Sales Operations, Financial Services, Sales
Education
University of Central Florida 1991 — 1994
Liberal Arts
Edmund Nanje's SunTrust Robinson Humphrey Experience March 2010 - Present
Job Sr. Windows Engineer
Industry Computer Networking
Experience
SunTrust Robinson Humphrey March 2010 - Present
Philips Consumer Electronics North America November 2009 - February 2010
The Home Depot August 2009 - November 2009
Prime Care Technologies June 2007 - August 2009
Prime Care Technologies June 2007 - August 2009
Homebanc Mortgage Corporation March 2002 - June 2007
HomeBanc Mortgage 2000 - 2007
Homebanc Mortgage Corp February 2000 - January 2002
Cluett Peabody, Inc May 1999 - February 2000
Field Technician December 1998 - May 1999
Skills
VMware, Disaster Recovery, Troubleshooting, Windows Server, Active Directory, Servers
Education
University of Erlangen-Nuremberg 1991 — 1997
Capstone Institute of Mortgage
Computer Learning Centers
Diploma, Information Technology/Networking
Friedrich Alexander University
Biochemistry
SunTrust Robinson Humphrey March 2010 - Present
Philips Consumer Electronics North America November 2009 - February 2010
The Home Depot August 2009 - November 2009
Prime Care Technologies June 2007 - August 2009
Prime Care Technologies June 2007 - August 2009
Homebanc Mortgage Corporation March 2002 - June 2007
HomeBanc Mortgage 2000 - 2007
Homebanc Mortgage Corp February 2000 - January 2002
Cluett Peabody, Inc May 1999 - February 2000
Field Technician December 1998 - May 1999
Skills
VMware, Disaster Recovery, Troubleshooting, Windows Server, Active Directory, Servers
Education
University of Erlangen-Nuremberg 1991 — 1997
Capstone Institute of Mortgage
Computer Learning Centers
Diploma, Information Technology/Networking
Friedrich Alexander University
Biochemistry
Richard Velloff's SunTrust Robinson Humphrey Experience July 2012 - Present
Job Director, Leveraged Finance at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey July 2012 - Present
Bank of America Merrill Lynch July 2011 - July 2012
Barclays Capital June 2008 - July 2011
Bear Stearns August 2004 - June 2008
US Army June 1995 - August 2002
Skills
Investment Banking, Leveraged Finance, High Yield, Bonds, LBO, Mergers, Financial Modeling, Loans, Hedge Funds, Capital Markets, Valuation, Mergers & Acquisitions, Capital Structure, Fixed Income, Equities, Corporate Finance
Education
Washington University in St. Louis - Olin Business School 2002 — 2004
MBA, Finance
United States Military Academy at West Point 1991 — 1995
BS, Mechanical Engineering
SunTrust Robinson Humphrey July 2012 - Present
Bank of America Merrill Lynch July 2011 - July 2012
Barclays Capital June 2008 - July 2011
Bear Stearns August 2004 - June 2008
US Army June 1995 - August 2002
Skills
Investment Banking, Leveraged Finance, High Yield, Bonds, LBO, Mergers, Financial Modeling, Loans, Hedge Funds, Capital Markets, Valuation, Mergers & Acquisitions, Capital Structure, Fixed Income, Equities, Corporate Finance
Education
Washington University in St. Louis - Olin Business School 2002 — 2004
MBA, Finance
United States Military Academy at West Point 1991 — 1995
BS, Mechanical Engineering
Jennifer Reid's SunTrust Robinson Humphrey Experience December 2007 - June 2010
Job Vice President at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch May 2014 - Present
Jefferies & Company June 2010 - May 2014
SunTrust Robinson Humphrey December 2007 - June 2010
Skills
Investment Banking, Financial Modeling, Capital Markets, Valuation, Corporate Finance, LBO, Equities, Bloomberg, Private Equity, Leveraged Finance, Corporate Development, Business Valuation
Education
University of Alabama, Manderson Graduate School of Business 2006 — 2007
Master of Business Administration, Accounting / Finance
University of Alabama, Manderson Graduate School of Business 2005 — 2006
Master of Science, Finance
University of Alabama 2002 — 2005
Bachelor of Science, Finance
Bank of America Merrill Lynch May 2014 - Present
Jefferies & Company June 2010 - May 2014
SunTrust Robinson Humphrey December 2007 - June 2010
Skills
Investment Banking, Financial Modeling, Capital Markets, Valuation, Corporate Finance, LBO, Equities, Bloomberg, Private Equity, Leveraged Finance, Corporate Development, Business Valuation
Education
University of Alabama, Manderson Graduate School of Business 2006 — 2007
Master of Business Administration, Accounting / Finance
University of Alabama, Manderson Graduate School of Business 2005 — 2006
Master of Science, Finance
University of Alabama 2002 — 2005
Bachelor of Science, Finance
Randall Gilbert's SunTrust Robinson Humphrey Experience April 2002 - April 2008
Job Commercial Real Estate
Industry Real Estate
Experience
SunTrust Bank April 2008 - Present
SunTrust Robinson Humphrey April 2002 - April 2008
SunTrust Bank January 2001 - April 2002
Skills
Real Estate Finance, Structured Finance, Real Estate, Underwriting, Portfolio Management, Financial Analysis, Credit Analysis, Commercial Banking, Commercial Mortgages, Real Estate Investment, Financial Modeling, CMBS, Property Management, Loan Origination, Investment Properties, Real Estate Economics
Education
University of Central Florida - College of Business Administration 2004 — 2006
MBA
University of Georgia - Terry College of Business 1995 — 2000
BBA, Real Estate
SunTrust Bank April 2008 - Present
SunTrust Robinson Humphrey April 2002 - April 2008
SunTrust Bank January 2001 - April 2002
Skills
Real Estate Finance, Structured Finance, Real Estate, Underwriting, Portfolio Management, Financial Analysis, Credit Analysis, Commercial Banking, Commercial Mortgages, Real Estate Investment, Financial Modeling, CMBS, Property Management, Loan Origination, Investment Properties, Real Estate Economics
Education
University of Central Florida - College of Business Administration 2004 — 2006
MBA
University of Georgia - Terry College of Business 1995 — 2000
BBA, Real Estate
armena hodari's SunTrust Robinson Humphrey Experience May 2006 - Present
Job business systems analyst at suntrust
Industry Information Technology and Services
Experience
SunTrust May 2006 - Present
SunTrust Robinson Humphrey May 2006 - Present
SunTrust Robinson Humphrey February 2000 - May 2006
Skills
Vendor Management, Business Analysis, Process Improvement, SDLC, Banking, Change Management, Integration, Program Management, Software Project...
Education
Tougaloo College
Bachelor of Science, Business Administration
SunTrust May 2006 - Present
SunTrust Robinson Humphrey May 2006 - Present
SunTrust Robinson Humphrey February 2000 - May 2006
Skills
Vendor Management, Business Analysis, Process Improvement, SDLC, Banking, Change Management, Integration, Program Management, Software Project...
Education
Tougaloo College
Bachelor of Science, Business Administration
L. David Gerkin's SunTrust Robinson Humphrey Experience February 2012 - Present
Job Associate at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey February 2012 - Present
Imperial Capital Bank March 2010 - February 2012
Miller Buckfire July 2006 - July 2009
Skills
Valuation
Education
Trinity College-Hartford 2002 — 2006
Bachelor of Arts (B.A.), Economics
Brunswick School 1995 — 2002
SunTrust Robinson Humphrey February 2012 - Present
Imperial Capital Bank March 2010 - February 2012
Miller Buckfire July 2006 - July 2009
Skills
Valuation
Education
Trinity College-Hartford 2002 — 2006
Bachelor of Arts (B.A.), Economics
Brunswick School 1995 — 2002
Paul Gottheim, CFA's SunTrust Robinson Humphrey Experience August 2011 - October 2013
Job Vice President Energy Direct Lending at Angelo, Gordon & Co.
Industry Investment Management
Experience
Angelo, Gordon & Co. October 2013 - Present
SunTrust Robinson Humphrey August 2011 - October 2013
Imperial Capital LLC March 2010 - July 2011
RLI February 2009 - March 2010
JP Morgan September 2007 - February 2009
Skills
Investment Banking, Energy, Valuation, Financial Modeling, Capital Markets, Corporate Finance, Series 7, Financial Structuring, Series 63, Capital IQ, M, Credit, Strategic Financial..., Data Analysis, Financial Analysis, Due Diligence, Investments, Commodity, Finance, Bloomberg
Education
Tulane University - A.B. Freeman School of Business 2003 — 2007
Bachelor of Science in Management, Finance
Angelo, Gordon & Co. October 2013 - Present
SunTrust Robinson Humphrey August 2011 - October 2013
Imperial Capital LLC March 2010 - July 2011
RLI February 2009 - March 2010
JP Morgan September 2007 - February 2009
Skills
Investment Banking, Energy, Valuation, Financial Modeling, Capital Markets, Corporate Finance, Series 7, Financial Structuring, Series 63, Capital IQ, M, Credit, Strategic Financial..., Data Analysis, Financial Analysis, Due Diligence, Investments, Commodity, Finance, Bloomberg
Education
Tulane University - A.B. Freeman School of Business 2003 — 2007
Bachelor of Science in Management, Finance
Jack Curran's SunTrust Robinson Humphrey Experience 1994 - 2004
Job President at Fintech
Industry Financial Services
Experience
FinTech Securities 2004 - Present
SunTrust Robinson Humphrey 1994 - 2004
Boston Institutional Services 1986 - 1994
Skills
Series 7, Series 63, Hedge Funds, FINRA, Series 24, Capital Markets, Securities
Education
Tufts University 1980 — 1984
BA, Economics & History
Xaverian Brothers High School 1977 — 1980
FinTech Securities 2004 - Present
SunTrust Robinson Humphrey 1994 - 2004
Boston Institutional Services 1986 - 1994
Skills
Series 7, Series 63, Hedge Funds, FINRA, Series 24, Capital Markets, Securities
Education
Tufts University 1980 — 1984
BA, Economics & History
Xaverian Brothers High School 1977 — 1980
Anne-Elizabeth Mahlum's SunTrust Robinson Humphrey Experience December 2009 - Present
Job Investment Banking Analyst at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey December 2009 - Present
Banc of America Securities June 2008 - August 2008
Morgan Asset Management January 2008 - May 2008
Morgan Keegan January 2007 - May 2007
Education
University of Alabama, Manderson Graduate School of Business 2007 — 2009
MS, Financial Risk Strategy
University of Alabama 2004 — 2008
BS, Finance
SunTrust Robinson Humphrey December 2009 - Present
Banc of America Securities June 2008 - August 2008
Morgan Asset Management January 2008 - May 2008
Morgan Keegan January 2007 - May 2007
Education
University of Alabama, Manderson Graduate School of Business 2007 — 2009
MS, Financial Risk Strategy
University of Alabama 2004 — 2008
BS, Finance
Linda B. Welch's SunTrust Robinson Humphrey Experience July 2006 - December 2007
Job Senior Appraiser at Miller Real Estate Advisors
Industry Capital Markets
Experience
Miller Real Estate Advisors February 2010 - Present
Hilco Real Estate Appraisal June 2009 - January 2010
Independent Contractor January 2008 - May 2009
SunTrust Robinson Humphrey July 2006 - December 2007
Officetiger Global Real Estate November 2004 - June 2006
TriMont Real Estate Advisors March 2001 - August 2004
Skills
Valuation, Loans, Financial Modeling, Asset Management, Real Estate, Foreclosures, Commercial Real Estate
Education
University of Alabama at Birmingham
Miller Real Estate Advisors February 2010 - Present
Hilco Real Estate Appraisal June 2009 - January 2010
Independent Contractor January 2008 - May 2009
SunTrust Robinson Humphrey July 2006 - December 2007
Officetiger Global Real Estate November 2004 - June 2006
TriMont Real Estate Advisors March 2001 - August 2004
Skills
Valuation, Loans, Financial Modeling, Asset Management, Real Estate, Foreclosures, Commercial Real Estate
Education
University of Alabama at Birmingham
Eddie Ferguson's SunTrust Robinson Humphrey Experience April 2015 - Present
Job High Yield Trading
Industry Capital Markets
Experience
SunTrust Robinson Humphrey April 2015 - Present
SunTrust Robinson Humphrey April 2012 - Present
SunTrust Robinson Humphrey April 2007 - April 2012
SunTrust Robinson Humphrey July 2004 - April 2007
Skills
Investment Banking, Private Placements, Capital Markets, Financial Structuring, Leveraged Finance, Interest Rate..., Debt, Structured Products, Bloomberg, Valuation, Fixed Income, Private Equity, Financial Modeling, Corporate Finance, Derivatives, Business Valuation, Equities, Corporate Development, Bonds, Hedge Funds
Education
University of Alabama 1999 — 2003
Bachelor of Science (B.S.), Finance, General
SunTrust Robinson Humphrey April 2015 - Present
SunTrust Robinson Humphrey April 2012 - Present
SunTrust Robinson Humphrey April 2007 - April 2012
SunTrust Robinson Humphrey July 2004 - April 2007
Skills
Investment Banking, Private Placements, Capital Markets, Financial Structuring, Leveraged Finance, Interest Rate..., Debt, Structured Products, Bloomberg, Valuation, Fixed Income, Private Equity, Financial Modeling, Corporate Finance, Derivatives, Business Valuation, Equities, Corporate Development, Bonds, Hedge Funds
Education
University of Alabama 1999 — 2003
Bachelor of Science (B.S.), Finance, General
Lisa Flippin Knudsen's SunTrust Robinson Humphrey Experience June 2000 - June 2002
Job Americas Region Treasury Manager at UPS
Industry Package/Freight Delivery
Experience
UPS August 2013 - Present
UPS November 2006 - July 2013
UPS May 2003 - October 2006
Global Payments 2002 - 2003
SunTrust Robinson Humphrey June 2000 - June 2002
Stephens Inc. June 1998 - June 2000
Skills
Finance, Financial Modeling, Mergers
Education
University of Arkansas
BSBA, Finance
UPS August 2013 - Present
UPS November 2006 - July 2013
UPS May 2003 - October 2006
Global Payments 2002 - 2003
SunTrust Robinson Humphrey June 2000 - June 2002
Stephens Inc. June 1998 - June 2000
Skills
Finance, Financial Modeling, Mergers
Education
University of Arkansas
BSBA, Finance
Jennifer Rushing's SunTrust Robinson Humphrey Experience 2000 - 2001
Job Senior Manager at Deloitte Consulting
Industry Hospital & Health Care
Experience
Deloitte Consulting July 2005 - Present
Capgemini 2003 - 2005
SunTrust Robinson Humphrey 2000 - 2001
Skills
Process Improvement, Management Consulting, Strategy, Business Transformation, Business Process...
Education
Wake Forest University 1996 — 2000
Science, Business
Altamont
University of Alabama
Deloitte Consulting July 2005 - Present
Capgemini 2003 - 2005
SunTrust Robinson Humphrey 2000 - 2001
Skills
Process Improvement, Management Consulting, Strategy, Business Transformation, Business Process...
Education
Wake Forest University 1996 — 2000
Science, Business
Altamont
University of Alabama
Eric Slawin's SunTrust Robinson Humphrey Experience February 2014 - Present
Job Director, Regulation W Compliance
Industry Financial Services
Experience
SunTrust Robinson Humphrey February 2014 - Present
SunTrust February 2013 - January 2014
SunTrust Robinson Humphrey February 2005 - February 2013
SunTrust Robinson Humphrey October 2002 - February 2005
Financial Industry Regulatory Authority (FINRA) January 2001 - February 2002
Education
University of Florida 1987 — 1990
SunTrust Robinson Humphrey February 2014 - Present
SunTrust February 2013 - January 2014
SunTrust Robinson Humphrey February 2005 - February 2013
SunTrust Robinson Humphrey October 2002 - February 2005
Financial Industry Regulatory Authority (FINRA) January 2001 - February 2002
Education
University of Florida 1987 — 1990
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
Hope Williams's SunTrust Robinson Humphrey Experience August 2015 - Present
Job Head of Administration at SunTrust Robinson Humphrey
Industry Banking
Experience
SunTrust Robinson Humphrey August 2015 - Present
Skills
Investment Banking, Capital Markets, Structured Products, Corporate Finance, Compliance, Funding
Education
University of Central Florida 1988 — 1989
Bchelor of Science, Finance, General
University of Florida 1984 — 1988
Associate of Arts (A.A.)
SunTrust Robinson Humphrey August 2015 - Present
Skills
Investment Banking, Capital Markets, Structured Products, Corporate Finance, Compliance, Funding
Education
University of Central Florida 1988 — 1989
Bchelor of Science, Finance, General
University of Florida 1984 — 1988
Associate of Arts (A.A.)
Jeff Berryhill's SunTrust Robinson Humphrey Experience March 2015 - Present
Job Managing Director at SunTrust Robinson Humphrey
Industry Commercial Real Estate
Experience
SunTrust Robinson Humphrey March 2015 - Present
SunTrust Robinson Humphrey March 2012 - March 2015
SunTrust Robinson Humphrey March 2009 - March 2012
SunTrust Robinson Humphrey March 2007 - March 2009
SunTrust Robinson Humphrey 2005 - 2007
SunTrust Bank 2004 - 2005
SunTrust Bank 2002 - 2004
SunTrust Bank 2001 - 2002
Skills
Investment Banking, Real Estate Transactions, Financial Modeling, Real Estate Economics, Valuation, Capital Markets, Private Banking
Education
University of Florida - Warrington College of Business Administration 2003 — 2004
MBA, Management, Finance
University of Florida - Warrington College of Business Administration 1997 — 2001
BS, Finance, Economics
SunTrust Robinson Humphrey March 2015 - Present
SunTrust Robinson Humphrey March 2012 - March 2015
SunTrust Robinson Humphrey March 2009 - March 2012
SunTrust Robinson Humphrey March 2007 - March 2009
SunTrust Robinson Humphrey 2005 - 2007
SunTrust Bank 2004 - 2005
SunTrust Bank 2002 - 2004
SunTrust Bank 2001 - 2002
Skills
Investment Banking, Real Estate Transactions, Financial Modeling, Real Estate Economics, Valuation, Capital Markets, Private Banking
Education
University of Florida - Warrington College of Business Administration 2003 — 2004
MBA, Management, Finance
University of Florida - Warrington College of Business Administration 1997 — 2001
BS, Finance, Economics
Edmund Nanje's SunTrust Robinson Humphrey Experience March 2010 - Present
Job Sr. Windows Engineer at SunTrust Robinson Humphrey
Industry Information Technology and Services
Experience
SunTrust Robinson Humphrey March 2010 - Present
Philips September 2009 - February 2010
Prime Care Technologies June 2007 - August 2009
HomeBanc Mortgage 2000 - 2007
Skills
Disaster Recovery, Integration, Citrix, SQL Server, Windows, SCOM 2007 R2, SCCM, Symantec Netbackup 7.0, EMC Data Domain DD..., Symantec Backup Exec, Exchange Server, VMware, SCOM, Microsoft SQL Server, Microsoft Exchange, Backup Exec, Active Directory
Education
Computer Learning Centers 1998 — 2000
Diploma, Computer Information Systems (Networking)
University of Erlangen-Nuremberg 1993 — 1996
Bio-Chemistry
SunTrust Robinson Humphrey March 2010 - Present
Philips September 2009 - February 2010
Prime Care Technologies June 2007 - August 2009
HomeBanc Mortgage 2000 - 2007
Skills
Disaster Recovery, Integration, Citrix, SQL Server, Windows, SCOM 2007 R2, SCCM, Symantec Netbackup 7.0, EMC Data Domain DD..., Symantec Backup Exec, Exchange Server, VMware, SCOM, Microsoft SQL Server, Microsoft Exchange, Backup Exec, Active Directory
Education
Computer Learning Centers 1998 — 2000
Diploma, Computer Information Systems (Networking)
University of Erlangen-Nuremberg 1993 — 1996
Bio-Chemistry
Andres Arboleda's SunTrust Robinson Humphrey Experience July 2006 - August 2010
Job Matrix Advisors
Industry Financial Services
Experience
Matrix Advisors 2012 - Present
SunTrust Robinson Humphrey July 2006 - August 2010
Skills
Financial Modeling, Corporate Finance, Investment Banking, Capital Markets, Analysis, Emerging Markets, Valuation, Due Diligence, Financial Analysis, Entrepreneurship, Competitive Analysis, Business Strategy
Education
University of Pennsylvania 2010 — 2012
Master of Business Administration (MBA), Entrepreneurial Management
University of Florida 2004 — 2006
BS, Finance
Matrix Advisors 2012 - Present
SunTrust Robinson Humphrey July 2006 - August 2010
Skills
Financial Modeling, Corporate Finance, Investment Banking, Capital Markets, Analysis, Emerging Markets, Valuation, Due Diligence, Financial Analysis, Entrepreneurship, Competitive Analysis, Business Strategy
Education
University of Pennsylvania 2010 — 2012
Master of Business Administration (MBA), Entrepreneurial Management
University of Florida 2004 — 2006
BS, Finance
Robert Higginbotham's SunTrust Robinson Humphrey Experience August 2014 - July 2015
Job Equity Analyst at BTG Pactual
Industry Capital Markets
Experience
BTG Pactual August 2015 - Present
SunTrust Robinson Humphrey August 2014 - July 2015
SunTrust Robinson Humphrey June 2012 - July 2014
RFH ANALYTICS LLC September 2011 - June 2012
Time off September 2010 - September 2011
GOLDMAN SACHS & CO May 2006 - September 2010
Sanford Bernstein April 2003 - February 2006
Federated Department Stores November 2002 - April 2003
Regions Morgan Keegan Trust January 2001 - August 2002
Education
University of Alabama
Bachelor of Science, Quantitative Finance
BTG Pactual August 2015 - Present
SunTrust Robinson Humphrey August 2014 - July 2015
SunTrust Robinson Humphrey June 2012 - July 2014
RFH ANALYTICS LLC September 2011 - June 2012
Time off September 2010 - September 2011
GOLDMAN SACHS & CO May 2006 - September 2010
Sanford Bernstein April 2003 - February 2006
Federated Department Stores November 2002 - April 2003
Regions Morgan Keegan Trust January 2001 - August 2002
Education
University of Alabama
Bachelor of Science, Quantitative Finance
Morgan Kelleher Eddy, PMP, CPM's SunTrust Robinson Humphrey Experience June 2010 - September 2011
Job Vice President, Consumer Deposits Product Management at SunTrust Bank
Industry Banking
Experience
SunTrust Bank February 2014 - Present
SunTrust Bank April 2013 - February 2014
SunTrust Bank September 2011 - April 2013
SunTrust Robinson Humphrey June 2010 - September 2011
SunTrust Bank January 2009 - June 2010
SunTrust Bank July 2008 - January 2009
Skills
Commercial Banking, Credit, Banking, Project Management, Real Estate Economics, Loans, Finance, Valuation, Commercial Mortgages, Capital Markets, Underwriting, Loan Origination, Syndications
Education
University of Florida 2005 — 2008
Bachelor, Finance, Real Estate
SunTrust Bank February 2014 - Present
SunTrust Bank April 2013 - February 2014
SunTrust Bank September 2011 - April 2013
SunTrust Robinson Humphrey June 2010 - September 2011
SunTrust Bank January 2009 - June 2010
SunTrust Bank July 2008 - January 2009
Skills
Commercial Banking, Credit, Banking, Project Management, Real Estate Economics, Loans, Finance, Valuation, Commercial Mortgages, Capital Markets, Underwriting, Loan Origination, Syndications
Education
University of Florida 2005 — 2008
Bachelor, Finance, Real Estate
Matthew Fazio, CFA's SunTrust Robinson Humphrey Experience August 2007 - Present
Job Interest Rate Derivatives Vice President at SunTrust Robinson Humphrey
Industry Capital Markets
Experience
SunTrust Robinson Humphrey August 2007 - Present
Education
University at Albany, SUNY 1997 — 2001
Bachelor’s Degree, Accounting and Finance
John Glenn HS
SunTrust Robinson Humphrey August 2007 - Present
Education
University at Albany, SUNY 1997 — 2001
Bachelor’s Degree, Accounting and Finance
John Glenn HS
Tom Simenic's SunTrust Robinson Humphrey Experience March 2009 - June 2011
Job SVP, Capital Markets Operations Director, Huntington National Bank
Industry Capital Markets
Experience
Huntington National Bank July 2011 - Present
SunTrust Robinson Humphrey March 2009 - June 2011
KeyBank July 2003 - August 2008
KeyBank January 1996 - June 2003
KeyBank May 1992 - December 1995
Ameritrust July 1988 - April 1992
Society National Bank February 1980 - June 1988
Skills
Opics, Capital Markets, Trading Systems, Risk Management, Interest Rate Swaps, FX Options, Interest Rate..., Derivatives, Options, Foreign Exchange, Financial Markets, Bloomberg, Swaps, Trading, Financial Risk, Portfolio Management, Back Office, FX Hedging, Hedging, Investments, Middle Office, Banking, Treasury Management, Currency, Proprietary Trading, Credit, Fixed Income, Treasury, Loans, Structured Finance, Securities, Investment Banking, Equity Derivatives, Bonds, Series 7, Hedge Funds, Equities, Structured Products, Financial Services, Commercial Banking, Asset Management, Market Risk, Financial Structuring
Education
University of Dayton 1977 — 1979
BSBA - Finance, Finance & Economics
St. Joseph High School, Cleveland, OH 1971 — 1975
Huntington National Bank July 2011 - Present
SunTrust Robinson Humphrey March 2009 - June 2011
KeyBank July 2003 - August 2008
KeyBank January 1996 - June 2003
KeyBank May 1992 - December 1995
Ameritrust July 1988 - April 1992
Society National Bank February 1980 - June 1988
Skills
Opics, Capital Markets, Trading Systems, Risk Management, Interest Rate Swaps, FX Options, Interest Rate..., Derivatives, Options, Foreign Exchange, Financial Markets, Bloomberg, Swaps, Trading, Financial Risk, Portfolio Management, Back Office, FX Hedging, Hedging, Investments, Middle Office, Banking, Treasury Management, Currency, Proprietary Trading, Credit, Fixed Income, Treasury, Loans, Structured Finance, Securities, Investment Banking, Equity Derivatives, Bonds, Series 7, Hedge Funds, Equities, Structured Products, Financial Services, Commercial Banking, Asset Management, Market Risk, Financial Structuring
Education
University of Dayton 1977 — 1979
BSBA - Finance, Finance & Economics
St. Joseph High School, Cleveland, OH 1971 — 1975
Hope Williams's SunTrust Robinson Humphrey Experience December 2000 - Present
Job Managing Director SunTrust Robinson Humphrey
Industry Capital Markets
Experience
SunTrust Robinson Humphrey December 2000 - Present
Lennar Partners 1994 - 1999
Skills
Capital Markets, Securitization, Series 7
Education
University of Central Florida - College of Business Administration 1988 — 1989
BS, Finance
University of Florida 1984 — 1988
Associates, Finance
SunTrust Robinson Humphrey December 2000 - Present
Lennar Partners 1994 - 1999
Skills
Capital Markets, Securitization, Series 7
Education
University of Central Florida - College of Business Administration 1988 — 1989
BS, Finance
University of Florida 1984 — 1988
Associates, Finance
Perry White's SunTrust Robinson Humphrey Experience June 2013 - Present
Job Managing Director at SunTrust Robinson Humphrey
Industry Banking
Experience
SunTrust Robinson Humphrey June 2013 - Present
Bank of America Merrill Lynch March 1996 - March 2013
Skills
Bonds, Valuation, Asset Management, Financial Modeling, Derivatives, Investments, Credit, Alternative Investments, Loans, Series 7, Structured Products, Bloomberg, Leveraged Finance, Financial Markets, Portfolio Management, Capital Markets, Investment Banking, Commercial Lending, Fixed Income, Trading, Structured Finance, Credit Analysis, Securities, High Yield
Education
University of Alabama
BS Business Administration, Corporate Financial Policy
SunTrust Robinson Humphrey June 2013 - Present
Bank of America Merrill Lynch March 1996 - March 2013
Skills
Bonds, Valuation, Asset Management, Financial Modeling, Derivatives, Investments, Credit, Alternative Investments, Loans, Series 7, Structured Products, Bloomberg, Leveraged Finance, Financial Markets, Portfolio Management, Capital Markets, Investment Banking, Commercial Lending, Fixed Income, Trading, Structured Finance, Credit Analysis, Securities, High Yield
Education
University of Alabama
BS Business Administration, Corporate Financial Policy
Bobby Duhon's SunTrust Robinson Humphrey Experience April 1993 - April 2002
Job DIRECTOR at STREAM ENERGY
Industry Utilities
Experience
Independent Associate Pre-Paid Legal Services Inc. & Identity Theft Shield January 2009 - Present
SunTrust Robinson Humphrey April 1993 - April 2002
Morgan Stanley January 1978 - April 1993
Education
Tulane University
Independent Associate Pre-Paid Legal Services Inc. & Identity Theft Shield January 2009 - Present
SunTrust Robinson Humphrey April 1993 - April 2002
Morgan Stanley January 1978 - April 1993
Education
Tulane University
Jonathan D. Fisher's SunTrust Robinson Humphrey Experience 2000 - 2006
Job Executive Vice President, Sabadell United Bank
Industry Banking
Experience
Sabadell United Bank March 2011 - Present
SunTrust Robinson Humphrey 2000 - 2006
SunTrust Bank January 1981 - January 2000
Skills
Commercial Banking, Capital Markets, Commercial Lending, Strategic Advisory, Large Corporate Banking, Talent Development, Sales Management
Education
University of Central Florida
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Central Florida - College of Business Administration
Bachelor of Science in Bus. Admin., Finance and Business Admin.
Sabadell United Bank March 2011 - Present
SunTrust Robinson Humphrey 2000 - 2006
SunTrust Bank January 1981 - January 2000
Skills
Commercial Banking, Capital Markets, Commercial Lending, Strategic Advisory, Large Corporate Banking, Talent Development, Sales Management
Education
University of Central Florida
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Central Florida - College of Business Administration
Bachelor of Science in Bus. Admin., Finance and Business Admin.
Tristan Richardson's SunTrust Robinson Humphrey Experience December 2014 - Present
Job Research Analyst at SunTrust
Industry Capital Markets
Experience
SunTrust Robinson Humphrey December 2014 - Present
D.A. Davidson & Co. May 2011 - November 2014
D.A. Davidson & Co. May 2007 - May 2011
American Funds June 2006 - May 2007
Capital Group 2006 - 2007
Skills
Capital Markets, Financial Modeling, Equities, Equity Research, Valuation
Education
Trinity University 2002 — 2006
BS, Finance, Economics
SunTrust Robinson Humphrey December 2014 - Present
D.A. Davidson & Co. May 2011 - November 2014
D.A. Davidson & Co. May 2007 - May 2011
American Funds June 2006 - May 2007
Capital Group 2006 - 2007
Skills
Capital Markets, Financial Modeling, Equities, Equity Research, Valuation
Education
Trinity University 2002 — 2006
BS, Finance, Economics
Doug Kleinberg's SunTrust Robinson Humphrey Experience July 2011 - Present
Job Managing Director Healthcare Investment Banking at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey July 2011 - Present
Fortis Bank / BNPP Fortis 2002 - 2010
Ladenburg Thalmann 1999 - 2001
Gruntal 1994 - 1999
Deloitte & Touche 1988 - 1993
Skills
Hedge Funds, Investment Banking, Healthcare, Management, Capital Markets, Equity Research, Financial Modeling, Corporate Finance, Valuation, Derivatives, Private Equity, Fixed Income, Mergers & Acquisitions, Due Diligence, Venture Capital, Project Finance, Investments, Equities, Financial Structuring, Structured Finance, Investor Relations, M&A experience, Asset Management, Portfolio Management, Corporate Development, Financial Analysis, IPO, Business Strategy, Strategy
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Tulane University
B.S. Management, Accounting
SunTrust Robinson Humphrey July 2011 - Present
Fortis Bank / BNPP Fortis 2002 - 2010
Ladenburg Thalmann 1999 - 2001
Gruntal 1994 - 1999
Deloitte & Touche 1988 - 1993
Skills
Hedge Funds, Investment Banking, Healthcare, Management, Capital Markets, Equity Research, Financial Modeling, Corporate Finance, Valuation, Derivatives, Private Equity, Fixed Income, Mergers & Acquisitions, Due Diligence, Venture Capital, Project Finance, Investments, Equities, Financial Structuring, Structured Finance, Investor Relations, M&A experience, Asset Management, Portfolio Management, Corporate Development, Financial Analysis, IPO, Business Strategy, Strategy
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Tulane University
B.S. Management, Accounting
Brian Sedely's SunTrust Robinson Humphrey Experience February 2013 - November 2014
Job Senior Credit Advisor at Seaside Bank
Industry Banking
Experience
Seaside National Bank & Trust November 2014 - Present
SunTrust Robinson Humphrey February 2013 - November 2014
SunTrust Bank February 2011 - February 2013
New York Life Insurance Company January 2010 - February 2011
SunTrust Investment Services June 2007 - June 2009
SunTrust Bank April 2006 - June 2007
SunTrust Bank January 2005 - April 2006
Skills
Portfolio Management, Loans, Credit, Banking, Wealth Management, Commercial Lending, Financial Analysis, Small Business Lending, Commercial Banking, Credit Analysis
Education
University of Central Florida - College of Business Administration 2010 — 2013
MBA, Finance
University of Central Florida - College of Business Administration 2005 — 2007
BSBA, Finance and Economics
Seaside National Bank & Trust November 2014 - Present
SunTrust Robinson Humphrey February 2013 - November 2014
SunTrust Bank February 2011 - February 2013
New York Life Insurance Company January 2010 - February 2011
SunTrust Investment Services June 2007 - June 2009
SunTrust Bank April 2006 - June 2007
SunTrust Bank January 2005 - April 2006
Skills
Portfolio Management, Loans, Credit, Banking, Wealth Management, Commercial Lending, Financial Analysis, Small Business Lending, Commercial Banking, Credit Analysis
Education
University of Central Florida - College of Business Administration 2010 — 2013
MBA, Finance
University of Central Florida - College of Business Administration 2005 — 2007
BSBA, Finance and Economics
Larry Deubler's SunTrust Robinson Humphrey Experience April 2005 - Present
Job Managing Director at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey April 2005 - Present
Sandler O'Neill April 2003 - April 2005
FTN Financial June 2002 - April 2003
ING Barings April 1999 - November 2001
ING Barings April 1998 - April 1999
UBS Securities June 1996 - April 1998
Lehman Brothers June 1992 - June 1996
Keefe, Bruyette and Woods May 1986 - June 1992
Skills
Series 7, Equities, Series 24, Capital Markets, Start-ups
Education
University of California, Berkeley 1980 — 1984
BA, Political Economics
SunTrust Robinson Humphrey April 2005 - Present
Sandler O'Neill April 2003 - April 2005
FTN Financial June 2002 - April 2003
ING Barings April 1999 - November 2001
ING Barings April 1998 - April 1999
UBS Securities June 1996 - April 1998
Lehman Brothers June 1992 - June 1996
Keefe, Bruyette and Woods May 1986 - June 1992
Skills
Series 7, Equities, Series 24, Capital Markets, Start-ups
Education
University of California, Berkeley 1980 — 1984
BA, Political Economics
Amy Medendorp's SunTrust Robinson Humphrey Experience 2007 - 2010
Job Corporate Executive, Community Leader, Board of Directors
Industry Financial Services
Experience
SunTrust Bank 2010 - 2012
SunTrust Robinson Humphrey 2007 - 2010
SunTrust Bank 2001 - 2007
SunTrust Bank 1997 - 2001
SunTrust Bank 1995 - 2001
SunTrust Bank 1995 - 1997
SunTrust Bank 1993 - 1995
Skills
Banking, Investment Banking, Commercial Banking, Wholesale Banking, Institutional..., Board of Directors, Board Governance, Non-profit Board..., Advisory Boards, Financial Services, Corporate Finance, Financial Risk, Financial Markets, Financial Audits, Financial Statements, Business Strategy, Business Analysis, Business Development, Business Process..., Turnaround Strategy, Turnaround Experience, Team Leadership, Cross-functional Team..., Team Building, Mentoring, Professional Mentoring, Strategic Hiring, Sales Management, Sales Process, Sales Presentations, C-Suite Sales, Persuasive Speaker, Credit Analysis, New Business Development, Strategic Planning, Risk Management, Capital Markets, Financial Analysis, Credit, Small Business, Leadership, Entrepreneurship, Microsoft Office, Portfolio Management
Education
University of Florida
Bachelor of Science (BS) in Finance, Honors Graduate
SunTrust Bank 2010 - 2012
SunTrust Robinson Humphrey 2007 - 2010
SunTrust Bank 2001 - 2007
SunTrust Bank 1997 - 2001
SunTrust Bank 1995 - 2001
SunTrust Bank 1995 - 1997
SunTrust Bank 1993 - 1995
Skills
Banking, Investment Banking, Commercial Banking, Wholesale Banking, Institutional..., Board of Directors, Board Governance, Non-profit Board..., Advisory Boards, Financial Services, Corporate Finance, Financial Risk, Financial Markets, Financial Audits, Financial Statements, Business Strategy, Business Analysis, Business Development, Business Process..., Turnaround Strategy, Turnaround Experience, Team Leadership, Cross-functional Team..., Team Building, Mentoring, Professional Mentoring, Strategic Hiring, Sales Management, Sales Process, Sales Presentations, C-Suite Sales, Persuasive Speaker, Credit Analysis, New Business Development, Strategic Planning, Risk Management, Capital Markets, Financial Analysis, Credit, Small Business, Leadership, Entrepreneurship, Microsoft Office, Portfolio Management
Education
University of Florida
Bachelor of Science (BS) in Finance, Honors Graduate
Joshua Large's SunTrust Robinson Humphrey Experience September 2014 - Present
Job Equity Research Associate at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey September 2014 - Present
SunTrust Robinson Humphrey 2012 - September 2014
Catamount Strategic Advisors May 2011 - December 2011
Culverhouse Investment Management Group March 2009 - May 2011
Center For Teaching And Learning November 2008 - May 2011
Statim Holdings, Inc. March 2009 - July 2010
Morgan Keegan January 2010 - May 2010
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Capital Markets, Corporate Finance, Business Valuation, PowerPoint, Investment Management, Investments, Portfolio Management, Equity Research, Valuation, Bloomberg, Equity Valuation, Equities, DCF
Education
University of Alabama 2007 — 2011
MSF, Finance: Corporate Finance
University of Alabama 2007 — 2011
BS, Finance & Economics
SunTrust Robinson Humphrey September 2014 - Present
SunTrust Robinson Humphrey 2012 - September 2014
Catamount Strategic Advisors May 2011 - December 2011
Culverhouse Investment Management Group March 2009 - May 2011
Center For Teaching And Learning November 2008 - May 2011
Statim Holdings, Inc. March 2009 - July 2010
Morgan Keegan January 2010 - May 2010
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Capital Markets, Corporate Finance, Business Valuation, PowerPoint, Investment Management, Investments, Portfolio Management, Equity Research, Valuation, Bloomberg, Equity Valuation, Equities, DCF
Education
University of Alabama 2007 — 2011
MSF, Finance: Corporate Finance
University of Alabama 2007 — 2011
BS, Finance & Economics
Philip Coover's SunTrust Robinson Humphrey Experience July 2012 - July 2015
Job Client Advisor at Bertner Advisors, LLC
Industry Financial Services
Experience
Bertner Advisors, LLC July 2015 - Present
SunTrust Robinson Humphrey July 2012 - July 2015
SunTrust Robinson Humphrey May 2011 - July 2011
Skills
Series 7, Series 63, FINRA
Education
University of Florida 2011 — 2012
Master of Science (M.S.), Finance, General
University of Florida 2009 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Bertner Advisors, LLC July 2015 - Present
SunTrust Robinson Humphrey July 2012 - July 2015
SunTrust Robinson Humphrey May 2011 - July 2011
Skills
Series 7, Series 63, FINRA
Education
University of Florida 2011 — 2012
Master of Science (M.S.), Finance, General
University of Florida 2009 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Johnny H. Garrison III CFA's SunTrust Robinson Humphrey Experience 2008 - August 2011
Job Vice President at Tradeweb
Industry Capital Markets
Experience
Tradeweb July 2015 - Present
Duncan-Williams, Inc. September 2013 - June 2015
Pierpont Securities August 2011 - September 2013
SunTrust Robinson Humphrey 2008 - August 2011
Protective Securities - A Division of Protective Life 2006 - 2008
Jefferies & Company 2005 - 2006
Reuters America 2004 - 2005
ABN AMRO - LaSalle Broker Dealers Services Division 2001 - 2004
Sterne Agee 1996 - 2001
Compass Bank 1994 - 1996
Education
University of Alabama 1990 — 1994
B.S., Quantitative Finance
Tradeweb July 2015 - Present
Duncan-Williams, Inc. September 2013 - June 2015
Pierpont Securities August 2011 - September 2013
SunTrust Robinson Humphrey 2008 - August 2011
Protective Securities - A Division of Protective Life 2006 - 2008
Jefferies & Company 2005 - 2006
Reuters America 2004 - 2005
ABN AMRO - LaSalle Broker Dealers Services Division 2001 - 2004
Sterne Agee 1996 - 2001
Compass Bank 1994 - 1996
Education
University of Alabama 1990 — 1994
B.S., Quantitative Finance
Angel Walia's SunTrust Robinson Humphrey Experience July 2008 - August 2011
Job Senior Business Analyst
Industry Information Technology and Services
Experience
Brown Brothers Harriman July 2014 - Present
BNY Mellon June 2012 - June 2014
Ameriprise Financial Services, Inc. August 2011 - June 2012
SunTrust Robinson Humphrey July 2008 - August 2011
Skills
Business Analysis, User Acceptance Testing, SDLC, Requirements Analysis, Risk Management, Quality Center, Derivatives, Foreign Exchange, Software Project..., Back Office, Agile Methodologies, Business Process, SWIFT messaging, Project Coordination, Trade Life Cycle, FIX Protocol, XML
Education
University of Central Oklahoma
Bachelors, Finance
University of Oklahoma
Brown Brothers Harriman July 2014 - Present
BNY Mellon June 2012 - June 2014
Ameriprise Financial Services, Inc. August 2011 - June 2012
SunTrust Robinson Humphrey July 2008 - August 2011
Skills
Business Analysis, User Acceptance Testing, SDLC, Requirements Analysis, Risk Management, Quality Center, Derivatives, Foreign Exchange, Software Project..., Back Office, Agile Methodologies, Business Process, SWIFT messaging, Project Coordination, Trade Life Cycle, FIX Protocol, XML
Education
University of Central Oklahoma
Bachelors, Finance
University of Oklahoma
Josh Aycox's SunTrust Robinson Humphrey Experience February 2013 - Present
Job Investment Banking Analyst at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey February 2013 - Present
Skills
Data Analysis, Microsoft Excel, Analysis, Business Analysis, Microsoft Office, Auditing, Process Improvement, Strategy
Education
University of Alabama 2007 — 2011
BS, Finance and Economics
SunTrust Robinson Humphrey February 2013 - Present
Skills
Data Analysis, Microsoft Excel, Analysis, Business Analysis, Microsoft Office, Auditing, Process Improvement, Strategy
Education
University of Alabama 2007 — 2011
BS, Finance and Economics
Juan Delgadillo's SunTrust Robinson Humphrey Experience June 2010 - May 2013
Job Global Investment Services
Industry Financial Services
Experience
S January 2014 - Present
Aon July 2013 - January 2014
SunTrust Robinson Humphrey June 2010 - May 2013
Sears Holdings Corporation August 2006 - April 2010
Skills
Mutual Funds, Series 7, Financial Services, Equities, Series 63, Retirement Planning, Portfolio Management, SDLC, Fixed Income, Wealth Management, Securities, Retirement, Asset Management, Strategic Financial..., Financial Modeling
Education
University of Florida 2008 — 2011
Bachelor of Science in Business Administration, Finance
Valencia Community College 2006 — 2008
Associate in Arts, Accounting
S January 2014 - Present
Aon July 2013 - January 2014
SunTrust Robinson Humphrey June 2010 - May 2013
Sears Holdings Corporation August 2006 - April 2010
Skills
Mutual Funds, Series 7, Financial Services, Equities, Series 63, Retirement Planning, Portfolio Management, SDLC, Fixed Income, Wealth Management, Securities, Retirement, Asset Management, Strategic Financial..., Financial Modeling
Education
University of Florida 2008 — 2011
Bachelor of Science in Business Administration, Finance
Valencia Community College 2006 — 2008
Associate in Arts, Accounting
Nita Crowder's SunTrust Robinson Humphrey Experience January 2014 - Present
Job Vice President, TaxExempt Finance at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey January 2014 - Present
Skills
Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Teaching, Strategic Planning, Budgets
Education
University of Central Florida 1987 — 1993
Master of Business Administration (M.B.A.), Accounting
SunTrust Robinson Humphrey January 2014 - Present
Skills
Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Teaching, Strategic Planning, Budgets
Education
University of Central Florida 1987 — 1993
Master of Business Administration (M.B.A.), Accounting
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY