Verity Asset Management
Industry: Company
DescriptionFounded: 1996 Parent organization: Verity Financial Group, Inc. Subsidiary: Verity Investments, Inc.FeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportVerity Asset ManagementWebsiteDirections Saved (0) Saved Save Financial consultant in Durham, North Carolina Address: 280 S Mangum St, Durham, NC 27701 Phone: (919) 490-6717: : : : Place name: Hours: Website: : : Category: Website: http://verityinvest.com/ Category: Financial consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Verity Asset Management Posting publicly on the Web Write a review Reviews Be the first to review
Verity Asset Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Verity Asset Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Verity Asset Management Employees
NC State Investment Fund, Inc. May 2015 - Present
NC State University June 2012 - Present
Verity Asset Management June 2015 - August 2015
Skills
Equity Research, Equity Valuation, Fundamental Analysis, Fund Manager Research, Exposure Analysis, Microsoft Excel, Portfolio Management, Company Analysis, Bloomberg, CRSP, Compustat, AlternativeSoft
Education
North Carolina State University 2012 — 2016
Bachelor of Science (B.S.) Business Administration, Concentration: Finance Minor: Economics
CFA Level 1 candidate
Duke University August 2014 - Present
Duke University April 2014 - Present
Duke University August 2012 - Present
Duke University October 2013 - Present
Verity Asset Management June 2015 - August 2015
Education
Duke University 2012 — 2016
Bachelor’s Degree, Economics
Bank of America May 2014 - Present
Credit Suisse March 2013 - May 2014
Verity Asset Management April 2012 - February 2013
Education
North Carolina State University - College of Management 2010 — 2011
Masters, Accounting
North Carolina State University - College of Management 2006 — 2010
Bachelor's, Accounting, Finance
Stanley Benefit Services October 2013 - Present
Verity Asset Management June 2010 - October 2013
Merrill Lynch March 2008 - June 2010
Skills
Retirement Planning, Retirement, Asset Allocation, 401k, Wealth Management, Series 7, Investment Advisory, Strategic Financial..., Investments, Financial Advisory, Portfolio Management, Mutual Funds, Financial Services
Education
University of North Carolina at Chapel Hill 1996 — 2000
Political Science/ Communications
Verity Asset Management 1996 - Present
Skills
Investments, Wealth Management, Retirement Planning, Investment Advisory, Series 65, 401k, Portfolio Management, Employee Benefits, ERISA
Education
Rice University 1988 — 1992
Bachelor's degree, Business/Managerial Economics
Premier Management Company August 2015 - Present
Brock & Scott, PLLC May 2014 - Present
Brock & Scott, PLLC May 2013 - May 2014
Brock & Scott, PLLC September 2011 - May 2013
East Carolina Bank April 2011 - September 2011
Verity Asset Management January 2009 - May 2009
Skills
Customer Service, Microsoft Office, Management, Client Billing, Billing Process, Business Communications, Accounts Payable, Real Estate, Legal Assistance, Accounts Receivable, Financial Audits, Legal Documents, Document Review, Microsoft Excel
Education
Webster University 2009 — 2011
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of North Carolina at Wilmington 2005 — 2009
Bachelor of Science (B.S.), Finance, General
Wells Fargo Advisors February 2015 - Present
Wells Fargo Advisors November 2010 - January 2015
Verity Asset Management February 2010 - November 2010
TIAA-CREF July 2004 - November 2009
US Navy December 1996 - July 2001
Skills
Customer Service, Mutual Funds, Investments, Management, Portfolio Management, Finance, Retirement, Securities, Financial Planning
Education
College for Financial Planning 2010 — 2013
Master's Degree, Finance, General
University of Phoenix 2004 — 2007
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Georgia Perimeter College 2001 — 2003
Business Administration and Management, General
NBCUniversal, Inc. September 2013 - Present
SPX Corporation August 2012 - August 2013
Compass Group North America June 2010 - August 2012
Cedar Management Group February 2010 - June 2010
Verity Asset Management September 2008 - December 2008
Skills
SAP, Excel, Financial Reporting, Financial Accounting, Financial Analysis, Budget Reconciliation, General Ledger..., Budget Analysis, Policy Analysis, Team Coordination, Training & Development, Accounting, Budgeting, Reconciliation, Compliance, Journal Entries, P&L, Investments, General Ledger, PowerPoint, Microsoft Office, Accounts Receivable, Customer Service, Process Improvement, Variance Analysis, Outlook, Accruals, Analysis, Problem Solving, Account Reconciliation, Budgets, Microsoft Excel, Bank Reconciliation, Finance
Education
UNC Charlotte 2009 — 2011
Masters, Accounting
UNC Wilmington 2005 — 2008
Bachelor of Science, Finance
Verity Asset Management July 2011 - Present
The Auxilium Group LLC November 2010 - Present
Wake Forest University 2006 - 2010
University of North Carolina at Chapel Hill 2000 - 2006
Case Western Reserve University 1996 - 2000
Smithsonian Institution 1986 - 1996
Skills
strategic financial..., Higher Education, Strategic Planning, Financial Analysis, Strategy, Nonprofits, Public Speaking, Research, Staff Development, Budgets, Policy, Non-profits, Training, Retirement Benefits, Qualified Retirement..., Investment Advisory, Data Analysis, Financial Services, Financial Advisory, Retirement Planning, Asset Management, Project Planning, Employee Benefits, Leadership Development, Finance
Education
Virginia Commonwealth University
M.A., Economics
Indiana University of Pennsylvania
Bachelor of Science (B.Sc.), Mathematics
Verity Asset Management 2014 - Present
WCA 2013 - 2014
Franklin Street Partners 2001 - 2012
Barclays Capital 1997 - 2000
Skills
Valuation, Alternative Investments, Equities, Fixed Income, Hedge Funds, Corporate Finance, Private Equity, Asset Allocation, Risk Management, Portfolio Management, Asset Management, Investments, Securities, Mergers & Acquisitions, Trading, Strategic Financial..., Investment Management, Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2000 — 2002
Master of Business Administration (MBA), Finance & Real Estate
Gettysburg College
Bachelor of Arts (BA), Accounting & Economics
Seton Hall Prep
High School