The Trust Company of the South

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The Trust Company of the South Employees

Employee
Years
Job
Industry
Patrick Hutchinson Patrick Hutchinson Greater Atlanta Area Details
Patrick Hutchinson's The Trust Company of the South Experience June 2010 - May 2011
Job Audit Staff at Elliott Davis Decosimo
Industry Accounting
Experience
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

Tina Pickard Tina Pickard Greensboro/Winston-Salem, North Carolina Area Details
Tina Pickard's The Trust Company of the South Experience September 2000 - October 2002
Job Benefits Administrator at Qualified Plan Administrators, Inc.
Industry Financial Services
Experience
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

Jonathan Henry, CPA, CFP® Jonathan Henry, CPA, CFP® Raleigh, North Carolina Details
Jonathan Henry, CPA, CFP®'s The Trust Company of the South Experience July 2011 - Present
Job Director of Financial Planning at Trust Company of the South
Industry Financial Services
Experience
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

Bill Noble Bill Noble Raleigh-Durham, North Carolina Area Details
Bill Noble's The Trust Company of the South Experience August 1998 - Present
Job Principal at The Trust Company of the South
Industry Financial Services
Experience
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

Kevin Barr, CFP® Kevin Barr, CFP® Greater Philadelphia Area Details
Kevin Barr, CFP®'s The Trust Company of the South Experience August 2011 - May 2013
Job Financial Advisor at Vanguard
Industry Financial Services
Experience
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

Noelle Zola Noelle Zola Greater New York City Area Details
Noelle Zola's The Trust Company of the South Experience September 1992 - April 1994
Job Senior Fiduciary Specialist at BNY Mellon Wealth Management
Industry Financial Services
Experience
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

Brian Grauel Brian Grauel Greater Los Angeles Area Details
Brian Grauel's The Trust Company of the South Experience June 2009 - June 2010
Job 1st Lieutenant, United States Air Force
Industry Military
Experience
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

James H. Smith, Jr. James H. Smith, Jr. Greensboro/Winston-Salem, North Carolina Area Details
James H. Smith, Jr.'s The Trust Company of the South Experience June 1990 - Present
Job President of Villane, Inc.
Industry Real Estate
Experience
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

Jay Eich Jay Eich Charlotte, North Carolina Area Details
Jay Eich's The Trust Company of the South Experience January 2008 - Present
Job Principal, The Trust Company of the South
Industry Financial Services
Experience
The Trust Company of the South   January 2008 - Present
PricewaterhouseCoopers  September 1996 - December 2007

Education
Alfred University   1992 — 1996
B.S., Accounting, Finance

Mitchell Paul Mitchell Paul Raleigh-Durham, North Carolina Area Details
Mitchell Paul's The Trust Company of the South Experience August 2008 - Present
Job Principal, Client Services at The Trust Company of the South
Industry Financial Services
Experience
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