The Trust Company of the South
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The Trust Company of the South Employees
Elliott Davis Decosimo 2015 - Present
Elliott Davis Decosimo 2014 - 2015
Wunderlich Securities 2013 - 2013
Duncan-Williams, Inc. 2012 - 2013
The Trust Company of the South June 2010 - May 2011
Skills
Assurance, Auditing, Accounting, Microsoft Excel, Analysis, Finance, Risk Management, Financial Analysis, Strategic Financial..., Microsoft Office, Leadership, Investments, Social Media, PowerPoint, Marketing
Education
Elon University - Martha and Spencer Love School of Business 2007 — 2011
B.S., Business Administration (Finance)
Georgia State University
Postbaccalaureate, Accounting
The Lovett School 2002 — 2007
Qualified Plan Administrators, Inc. January 2014 - Present
Total Pension Administrators, Inc. December 2002 - December 2013
The Trust Company of the South September 2000 - October 2002
The Pension /Profit Sharing Design Center, Inc. August 1995 - September 2000
Skills
Pensions, Retirement, 401k, Retirement Planning, Profit Sharing, ERISA
Education
Meredith College 1988 — 1991
Bachelor of Science, Business Administration, concentration in Management
The Trust Company of the South July 2011 - Present
Wells Fargo - The Private Bank September 2007 - June 2011
PricewaterhouseCoopers August 2005 - September 2007
PricewaterhouseCoopers January 2004 - April 2004
IBM January 2003 - July 2003
Skills
Strategic Financial..., Tax, Estate Planning, Wealth Management, CPA, Retirement Planning, Wealth, Investment Advisory, Finance, Asset Allocation, Retirement, Financial Planning
Education
East Carolina University
Master of Business Administration (MBA)
East Carolina University
MSA, Accounting
East Carolina University 1999 — 2002
BS, Economics
Elon University 1998 — 1999
Chantilly High School 1994 — 1998
The Trust Company of the South August 1998 - Present
Centura Bank May 1993 - August 1998
Trident Securities August 1987 - April 1993
Skills
Estate Planning, Financial Services, Mergers & Acquisitions, Financial Analysis, Investment Strategies, Risk Management, Investment Advisory, Retirement Planning, Real Estate, Wealth Management, Portfolio Management, Investments, Asset Allocation, Asset Management, Alternative Investments, Financial Modeling
Education
University of North Carolina at Chapel Hill 1981 — 1984
BA, Political Science
Vanguard July 2014 - Present
Vanguard June 2013 - June 2014
The Trust Company of the South August 2011 - May 2013
Elon Ice Hockey Club May 2012 - April 2013
Power Pro Tech Services June 2011 - August 2011
Bancroft Construction Company May 2010 - August 2010
Skills
Business, Microsoft Excel, Microsoft Word, Microsoft Office, Financial Analysis, Accounting, PowerPoint, Financial Modeling, Financial Reporting, Access, Finance, Economics, Forecasting, Budgets, Customer Service, QuickBooks, Auditing, Outlook, Data Analysis, Analysis, Fundraising
Education
Elon University - Martha and Spencer Love School of Business 2009 — 2013
B.A; B.S, Economics; Finance
Dublin Business School 2011 — 2011
Finance, Economics
Unionville High School 2005 — 2009
Diploma
BNY Mellon Wealth Management December 2012 - Present
Experis Finance August 2012 - November 2012
Citigroup Trust 2000 - 2004
Morgan Stanley May 1998 - September 2000
Morgan Stanley Dean Witter Trust FSB June 1996 - May 1998
Morgan Stanley Dean Witter Trust FSB May 1994 - May 1996
The Trust Company of the South September 1992 - April 1994
Skills
Fiduciary, High Net Worth..., Estate Planning, Asset Allocation, Financial Risk, Internal Audit, Trust Management, Trust Services, Trusts, Banking, Wealth Management, Investment Advisory, Private Banking, Wealth Management..., Financial Services, Investment Management, Mutual Funds, Asset Management, Alternative Investments, Securities, Wealth, Financial Advisory
Education
University of Miami School of Law 1989 — 1992
Doctor of Law (J.D.)
University of North Carolina at Chapel Hill 1985 — 1989
Bachelor of Arts (BA), Political Science and Economics
United States Air Force June 2010 - Present
The Trust Company of the South June 2009 - June 2010
Education
Elon University 2006 — 2010
B.S., Finance, Economics
Villane, Inc. December 1980 - Present
Next Glass, Inc. August 2013 - Present
The Trust Company of the South June 1990 - Present
MidCarolina Bank January 1997 - December 2011
Education
University of Arizona 1979 — 1980
MS, Finance
University of North Carolina at Chapel Hill 1974 — 1978
BS, Business Administration
The Trust Company of the South January 2008 - Present
PricewaterhouseCoopers September 1996 - December 2007
Education
Alfred University 1992 — 1996
B.S., Accounting, Finance
The Trust Company of the South August 2008 - Present
Skills
Retirement Planning, 401k, Estate Planning, Wealth Management, Insurance, Financial Planning
Education
University of North Carolina at Chapel Hill 1980 — 1984
Business Administration, Concentration in Accounting