Trust Company of the South

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Trust Company of the South Employees

Employee
Years
Job
Industry
Jonathan Pickelman Jonathan Pickelman Saginaw, Michigan Area Details
Jonathan Pickelman's Trust Company of the South Experience August 2012 - September 2013
Job Investment Associate at TriStar Trust Bank
Industry Financial Services
Experience
Tri-Star Trust Bank  October 2014 - Present
Potter Financial Group   September 2013 - October 2014
Trust Company of the South   August 2012 - September 2013
Frankenmuth Insurance  May 2011 - August 2011

Skills
Investment Management, Retirement Planning, Estate Planning, Insurance, Public Speaking, Risk Management, Customer Service, Microsoft Excel, Microsoft Office, Claim, Financial Modeling, Personal Tax Planning, Budgets, Access, Outlook, Microsoft Word, PowerPoint, Analysis, Teamwork, Marketing, Social Media

Education
Campbell University   2012 — 2013
Master of Trust and Wealth Management (MTWM), Trust and Wealth Management

Central Michigan University   2008 — 2012
Bachelor of Science in Business Administration (B.S.B.A.), Double Major: Personal Financial Planning and Economics

Garrett Chan Garrett Chan Charlotte, North Carolina Area Details
Garrett Chan's Trust Company of the South Experience September 2015 - Present
Job Student at Queens University of Charlotte
Industry Accounting
Experience
Trust Company of the South   September 2015 - Present
Vancouver Specialty Cedar   May 2013 - Present
Earls Kitchen + Bar  January 2010 - January 2011

Skills
Time Management, Leadership, Accounting, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research

Education
Queens University of Charlotte   2012 — 2016
Bachelor of Business Administration (BBA), Accounting

Cameron Bloomer Cameron Bloomer Rochester, New York Area Details
Cameron Bloomer's Trust Company of the South Experience August 2014 - Present
Job Student at Elon University
Industry Financial Services
Experience
Trust Company of the South   August 2014 - Present
Lambda Chi Alpha - Delta Pi Chapter   November 2013 - November 2014
Urban Compass  January 2014 - August 2014
Coffee Point Seafoods of Washington   June 2014 - July 2014
Elon University  April 2012 - May 2014
Lambda Chi Alpha - Delta Pi Chapter   October 2012 - November 2013
Excellus BCBS  June 2013 - August 2013
Oak Hill Country Club  May 2010 - August 2013
ITPC-Corp.   June 2012 - January 2013
Christiano Film Group   August 2007 - August 2007

Skills
Leadership, Finance, Time Management, Problem Solving, Entrepreneurship, Data Analysis, Customer Service, Microsoft Excel, Access, Microsoft Office, Management, Administrative..., Public Speaking, Social Networking, Event Planning, Research, Marketing, Creative Thinking

Education
Elon University   2011 — 2015
BSBA, Finance, General, Junior

Ron Grimes Ron Grimes Buford, Georgia Details
Ron Grimes's Trust Company of the South Experience 2001 - 2003
Job Senior Compliance Officer at Atlantic Trust
Industry Financial Services
Experience
Atlantic Trust  March 2014 - Present
Bank of America  November 2013 - March 2014
Bank of America  October 2010 - November 2013
Bank of America  February 2005 - October 2010
Edward Jones  2003 - 2004
Trust Company of the South   2001 - 2003
Merrill Lynch  1998 - 2000
Wachovia Bank  1995 - 1998

Skills
Mutual Funds, Investments, Asset Management, Credit, AML, Securities, Wealth Management, Risk Management, Banking, Portfolio Management, Asset Allocation

Education
Georgia Southern University - College of Business Administration
Bachelor's Degree, Finance, General

Georgia Southern University
Bachelor's Degree, History

Statesboro High School

Christopher Parsons, MBA Christopher Parsons, MBA Raleigh-Durham, North Carolina Area Details
Christopher Parsons, MBA's Trust Company of the South Experience June 2006 - April 2007
Job Vice President, Senior Relationship Analyst at Rabo AgriFinance
Industry Financial Services
Experience
Rabo AgriFinance  August 2013 - Present
Southern Tide  September 2011 - Present
Wells Fargo  July 2012 - July 2013
Wells Fargo Bank  December 2008 - June 2012
Cape Fear Farm Credit  June 2007 - December 2008
Cape Fear Farm Credit, ACA   April 2007 - June 2007
Trust Company of the South   June 2006 - April 2007
Jackson Hewitt Tax  January 2006 - April 2006
National City Bank  May 2005 - August 2005

Skills
Wealth Management, Investments, Banking, Strategic Financial..., Estate Planning, Microsoft Excel, Financial Analysis, Loans, Risk Management, Credit, Retirement Planning, Portfolio Management, Commercial Lending, Microsoft Word, PowerPoint, Microsoft Office, Financial Modeling, Commercial Banking, Accounting, Analysis

Education
Campbell University   2002 — 2007
BBA, MBA, Trust and Investment Management, Financial Planning, Finance

Western Harnett High School

Western Harnett High School

Grant Alexander Grant Alexander Apex, North Carolina Details
Grant Alexander's Trust Company of the South Experience February 2015 - Present
Job Intern at Trust Company of the South
Industry Financial Services
Experience
Trust Company of the South   February 2015 - Present
Campbell University  August 2014 - Present
Hendrick Automotive Group  July 2014 - Present
Lowes Foods  January 2010 - June 2014

Skills
Customer Service, Microsoft Excel, Microsoft Word, Leadership, Time Management, Teamwork, Research

Education
Campbell University   2012 — 2016
Bachelor's Degree, Trust and Wealth Management, Current GPA: 3.174, Major GPA: 3.50.

Holly Springs High School   2008 — 2012
High School Diploma, College Prep Track

Scott Millikan Scott Millikan Charlotte, North Carolina Area Details
Scott Millikan's Trust Company of the South Experience January 2015 - Present
Job Wealth Advisor at Trust Company of the South
Industry Financial Services
Experience
Trust Company of the South   January 2015 - Present
Pesta, Finnie & Associates   March 2010 - January 2015
Celgard  May 2008 - November 2009
CELGARD  November 2008 - October 2009

Skills
Accounting, Tax, Tax Preparation, Financial Reporting, Microsoft Excel, Microsoft Office

Education
University of North Carolina at Charlotte - Belk College of Business   2007 — 2009
Accounting

University of North Carolina at Wilmington   2005 — 2006
Accounting

Oliver Reed Oliver Reed Greater Chicago Area Details
Oliver Reed's Trust Company of the South Experience June 2011 - May 2012
Job Deal Advisory at KPMG LLP
Industry Financial Services
Experience
KPMG US  January 2015 - Present
PricewaterhouseCoopers, LLP  September 2012 - October 2014
Trust Company of the South   June 2011 - May 2012
Malco Products  June 2010 - August 2010
General Nutrition Center  May 2009 - August 2009

Skills
Accounting, Sales, Marketing, Financial Analysis, Auditing, Financial Modeling, Financial Reporting, Microsoft Excel, Internal Controls, Financial Accounting, GAAP, US GAAP, SEC filings, PowerPoint, Microsoft Office, Microsoft Word, SOX 404, Broker-Dealer, Real Estate

Education
Elon University - Martha and Spencer Love School of Business   2008 — 2012
B.S., Bachelor of Science, Accounting

Craig Fenton Craig Fenton Charlottesville, Virginia Details
Craig Fenton's Trust Company of the South Experience January 2010 - June 2010
Job Associate Sales Consultant at Synthes
Industry Medical Devices
Experience
Synthes  December 2013 - Present
Aerotek Professional Services  September 2010 - October 2013
Trust Company of the South   January 2010 - June 2010
Northwestern Mutual  May 2009 - September 2009
Fenton Art Glass   2004 - 2008

Skills
Healthcare, Recruiting, Insurance, Managed Care, Hospitals, Management, Applicant Tracking..., Customer Service, Talent Acquisition, Staffing Services, Account Management, Salesforce.com, Sourcing, Contract Negotiation, Cold Calling, Building Relationships, Healthcare Industry, Direct Sales, Coaching, Sales Operations, CRM, Vendor Management, New Business Development, Staff Augmentation, Networking, Leadership

Education
Elon University   2006 — 2010
BS, Business Administration, Finance Concentration

Brian Gupton Brian Gupton Greater Chicago Area Details
Brian Gupton's Trust Company of the South Experience 1990 - 1993
Job Vice PresidentSales and Strategic Relationships at Prudential Financial
Industry Financial Services
Experience
Prudential Financial  January 2015 - Present
Transamerica Retirement Solutions  2008 - January 2015
GenSpring Family Offices  2007 - 2008
AllianceBernstein  2001 - 2007
Trusco Capital Management  1997 - 2001
Synovus Trust Company  1993 - 1997
Trust Company of the South   1990 - 1993

Skills
Investments, Financial Services, Retirement Planning, Strategy, Leadership, 401k, Business Planning, New Business Development, Mutual Funds, Retirement Plan..., Series 63, Retirement, Asset Allocation, Wealth Management, Sales, Sales Management, Investment Management, Series 65, Pensions, Investment Advisory, Alternative Investments, Defined Benefit, Business Strategy, Financial Advisory, ERISA, Defined Contribution, Qualified Retirement...

Education
Trinity College-Hartford
BA, Economics

Trinity College-Hartford
MA Economics

Brandon Lundie Brandon Lundie Washington D.C. Metro Area Details
Brandon Lundie's Trust Company of the South Experience April 2013 - May 2014
Job Investment Operations Associate at Cambridge Associates
Industry Financial Services
Experience
Cambridge Associates  August 2014 - Present
Trust Company of the South   April 2013 - May 2014
CBS Sports  June 2012 - June 2012

Skills
Time Management, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Teamwork, Outlook, Marketing, Process Scheduler, Photoshop, Sales

Education
Elon University - Martha and Spencer Love School of Business   2010 — 2014
Bachelor of Science, International Business, 3.472

The Gunnery, Private College Preparatory School   2006 — 2010

Washington Montessori School   2000 — 2006
General Studies, Elementary School - Middle School

Rebecca Evridge Rebecca Evridge Knoxville, Tennessee Details
Rebecca Evridge's Trust Company of the South Experience August 2013 - April 2015
Job Financial and Administrative Assistant at East Tennessee Foundation
Industry Accounting
Experience
East Tennessee Foundation  May 2015 - September 2015
Queens University of Charlotte  January 2014 - April 2015
Trust Company of the South   August 2013 - April 2015
Wells Fargo Securities  June 2014 - August 2014
Tween Brands  July 2011 - January 2014
Modern Supply Company   September 2010 - January 2011

Skills
Sales, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Public Speaking, HTML, English, Windows, Fundraising

Education
University of Tennessee-Knoxville   2015 — 2016
Master of Accountancy, Taxation

Queens University of Charlotte   2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting

École Supérieure des Sciences Commerciales d’Angers (ESSCA)   2013 — 2013
Summer Business Program - Paris

Barry Whelan Barry Whelan New York, New York Details
Barry Whelan's Trust Company of the South Experience January 2015 - May 2015
Job Financial Services Recruiter at Park Hudson
Industry Financial Services
Experience
Park Hudson   June 2015 - Present
Trust Company of the South   January 2015 - May 2015
GoGORILLA Media  May 2014 - August 2014
VPNE Parking Solutions  June 2012 - August 2014
Madison Earthcare Landscaping   June 2011 - August 2011
Ralph Lauren  September 2009 - April 2010

Skills
Customer Satisfaction, Customer Service, Research, Time Management, Entrepreneurship, Marketing, Microsoft Office, Management, Sales, Teamwork, Inventory Management, Leadership, Social Networking, Retail, Data Entry, Microsoft Excel

Education
Elon University   2011 — 2015
Bachelor's degree, Entrepreneurship & Finance, Minor: Accounting, 3.5

Daniel Hand High School   2008 — 2011
High School Diploma, 3.3

Robin Yacovetta Robin Yacovetta Charlotte, North Carolina Area Details
Robin Yacovetta's Trust Company of the South Experience January 2008 - Present
Job Associate The Trust Company of the South
Industry Financial Services
Experience
Trust Company of the South   January 2008 - Present
McColl Partners  December 2006 - January 2008
TIAA-CREF  April 2002 - November 2006
TIAA-CREF  February 1998 - June 1999
Portfolio Management Consultants  February 1996 - March 1998
Lincoln Trust Company  June 1993 - February 1996

Skills
Mergers & Acquisitions, Strategy, Investments, Wealth Management, Securities, Retirement Planning, Finance, Insurance, Asset Management, Investment Advisory, Relationship Management, Alternative Investments, Portfolio Management, Financial Planning, Mutual Funds, Asset Allocation, Financial Advisory, Wealth, Financial Services, High Net Worth..., Investment Strategies, Management, Fixed Annuities, Retirement, Marketing, Financial Analysis

Education
Queens University of Charlotte   2013 — 2015
Finance, General

Saint Mary's College   1989 — 1993
Bachelor's degree, Counseling Psychology

Dan Tolomay, CFA Dan Tolomay, CFA Raleigh-Durham, North Carolina Area Details
Dan Tolomay, CFA's Trust Company of the South Experience July 2010 - Present
Job Chief Investment Officer at The Trust Company of the South
Industry Investment Management
Experience
Trust Company of the South   July 2010 - Present
Trust Company of the South   January 2008 - June 2010
Amundi Smith Breeden  December 2006 - December 2007
Amundi Smith Breeden  December 2002 - November 2006
PricewaterhouseCoopers  February 2002 - December 2002

Education
Saint Bonaventure University   1997 — 2001
BBA, Finance

Brian Shenkin Brian Shenkin New York, New York Details
Brian Shenkin's Trust Company of the South Experience September 2009 - December 2009
Job Assistant Vice President at Credit Suisse
Industry Financial Services
Experience
Credit Suisse  April 2012 - Present
Credit Suisse  November 2009 - May 2012
Trust Company of the South   September 2009 - December 2009
ideaLaunch.com   2009 - 2009
LifeTips, Inc. and IdeaLaunch.com   2009 - 2009
ProMutual Group  2005 - 2005

Skills
Market Research, Social Media, Marketing, R, Data Analysis, Corporate Governance, Microsoft Office, SDLC

Education
Elon University   2004 — 2008
Business Administration, Marketing and Finance

Westford Academy   2004 — 2008
High School

Abbot

Abbot

Matt Rando Matt Rando Washington D.C. Metro Area Details
Matt Rando's Trust Company of the South Experience September 2006 - May 2008
Job Business Analyst at Fannie Mae
Industry Financial Services
Experience
Fannie Mae  May 2015 - Present
Fannie Mae  October 2012 - May 2015
Cambridge Associates  June 2008 - October 2012
Trust Company of the South   September 2006 - May 2008

Skills
Leadership, Investments, Microsoft Office, Process Improvement, Minitab, Microsoft Excel

Education
Carnegie Mellon University - Tepper School of Business   2015 — 2018
Master of Business Administration (M.B.A.)

Elon University   2004 — 2008
Bachelors, Business Administration: Finance