Virginia Asset Management
Description
Address: 130 Wylderose Dr, Midlothian, VA 23113 Hours: Closed ⋅ Opens 8AM Tue Martin Luther King Jr. Day might affect these hoursMonday(Martin Luther King Jr. Day)8AM–5PMHours might differTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (800) 787-1716Website: Place name: : : : Category: : : : Website: http://www.vamllc.com/ Category: Financial Planner 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. Questions & answers Ask a questionBe the first to ask a questionPopular times Mondays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. 11 PM: 6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aPlan your visitClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on FridaysPeople typically spend 1-2 hours here Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Virginia Asset Management Posting publicly on the Web Write a review Reviews Be the first to review
Virginia Asset Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Virginia Asset Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Virginia Asset Management Employees
Employee
Years
Job
Industry
Mick White Mick White's Virginia Asset Management Experience November 2012 - Present
Job Financial Advisor at Virginia Asset Management
Industry Insurance
Experience
Virginia Asset Management November 2012 - Present
Mick White & Associates November 2011 - Present
COUNTRY® Financial December 2006 - October 2011
COUNTRY® Financial September 1997 - November 2006
Education
The American College 2000 — 2009
CLU, ChFC, CASL, CLF
Knox College
Bachelors, History, Education
Galesburg High School
Virginia Asset Management November 2012 - Present
Mick White & Associates November 2011 - Present
COUNTRY® Financial December 2006 - October 2011
COUNTRY® Financial September 1997 - November 2006
Education
The American College 2000 — 2009
CLU, ChFC, CASL, CLF
Knox College
Bachelors, History, Education
Galesburg High School
Matthew Wein Matthew Wein's Virginia Asset Management Experience June 2013 - April 2014
Job Technology Applications Specialist at Ricoh Americas Corporation
Industry Information Technology and Services
Experience
Ricoh Americas Corporation May 2015 - Present
Ricoh Americas Corporation June 2014 - May 2015
Virginia Asset Management June 2013 - April 2014
First Investors January 2014 - February 2014
Randolph-Macon College May 2013 - August 2013
Kona Ice, Richmond March 2013 - April 2013
Premier Event Rentals June 2012 - August 2012
Skills
PowerPoint, Microsoft Office, Microsoft Word, Leadership, Microsoft Excel, Research, Public Speaking, Event Planning, Data Analysis, Marketing, Sales, Team Building, Budgets, Management, Strategic Planning, Fantasy Football
Education
Randolph-Macon College 2010 — 2014
Bachelor of Arts (B.A.), Economics/Business
Ricoh Americas Corporation May 2015 - Present
Ricoh Americas Corporation June 2014 - May 2015
Virginia Asset Management June 2013 - April 2014
First Investors January 2014 - February 2014
Randolph-Macon College May 2013 - August 2013
Kona Ice, Richmond March 2013 - April 2013
Premier Event Rentals June 2012 - August 2012
Skills
PowerPoint, Microsoft Office, Microsoft Word, Leadership, Microsoft Excel, Research, Public Speaking, Event Planning, Data Analysis, Marketing, Sales, Team Building, Budgets, Management, Strategic Planning, Fantasy Football
Education
Randolph-Macon College 2010 — 2014
Bachelor of Arts (B.A.), Economics/Business
Will Bays Will Bays's Virginia Asset Management Experience June 2012 - August 2013
Job Christopher Newport University graduate
Industry Banking
Experience
Commonwealth Companies June 2015 - Present
Christopher Newport University February 2012 - December 2014
Virginia Asset Management June 2012 - August 2013
Skills
Investment Strategies, Mutual Funds, Microsoft Excel, Customer Service, Social Networking
Education
Christopher Newport University 2010 — 2014
Commonwealth Companies June 2015 - Present
Christopher Newport University February 2012 - December 2014
Virginia Asset Management June 2012 - August 2013
Skills
Investment Strategies, Mutual Funds, Microsoft Excel, Customer Service, Social Networking
Education
Christopher Newport University 2010 — 2014
Michael Alicona Michael Alicona's Virginia Asset Management Experience July 2010 - August 2010
Job Associate Analyst at Moody's Investors Service
Industry Financial Services
Experience
Moody's Investors Service January 2015 - Present
Cambridge Associates August 2014 - December 2014
Cambridge Associates February 2012 - August 2014
Cambridge Associates June 2011 - February 2012
Virginia Asset Management July 2010 - August 2010
Education
University of Richmond 2007 — 2011
Bachelor of Science (B.S.), Accounting and Finance
Copenhagen Business School 2009 — 2009
Study Abroad Program
Moody's Investors Service January 2015 - Present
Cambridge Associates August 2014 - December 2014
Cambridge Associates February 2012 - August 2014
Cambridge Associates June 2011 - February 2012
Virginia Asset Management July 2010 - August 2010
Education
University of Richmond 2007 — 2011
Bachelor of Science (B.S.), Accounting and Finance
Copenhagen Business School 2009 — 2009
Study Abroad Program
Thomas Biestek Thomas Biestek's Virginia Asset Management Experience June 2013 - August 2013
Job Business Analyst at WorldStrides
Industry Financial Services
Experience
WorldStrides February 2015 - Present
ACA Compliance Group June 2014 - February 2015
University Program Board at James Madison University March 2013 - May 2014
Virginia Asset Management June 2013 - August 2013
Reines RV Center June 2012 - August 2012
Panera September 2011 - April 2012
Virginia Oaks Golf Club May 2007 - August 2010
Gainesville Basketball Association January 2008 - April 2010
Mimi’s Café August 2007 - December 2009
Skills
Customer Service, Microsoft Office, Korean, Spanish, Italian, Microsoft Access, SharePoint, Financial Analysis, Social Media, Access, Personal Financial..., Research, Data Analysis, Management, Time Management, Teamwork
Education
James Madison University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Battlefield High School 2010 — 2014
Diploma
WorldStrides February 2015 - Present
ACA Compliance Group June 2014 - February 2015
University Program Board at James Madison University March 2013 - May 2014
Virginia Asset Management June 2013 - August 2013
Reines RV Center June 2012 - August 2012
Panera September 2011 - April 2012
Virginia Oaks Golf Club May 2007 - August 2010
Gainesville Basketball Association January 2008 - April 2010
Mimi’s Café August 2007 - December 2009
Skills
Customer Service, Microsoft Office, Korean, Spanish, Italian, Microsoft Access, SharePoint, Financial Analysis, Social Media, Access, Personal Financial..., Research, Data Analysis, Management, Time Management, Teamwork
Education
James Madison University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Battlefield High School 2010 — 2014
Diploma
Elizabeth Majewski Elizabeth Majewski's Virginia Asset Management Experience June 2005 - December 2005
Job IT IA Manager at CarMax
Industry Accounting
Experience
CarMax August 2014 - Present
PwC July 2012 - August 2014
PricewaterhouseCoopers August 2009 - June 2012
PricewaterhouseCoopers July 2006 - August 2009
Virginia Asset Management June 2005 - December 2005
Skills
Internal Controls, Sarbanes-Oxley Act, IT Audit, Auditing, Internal Audit, Enterprise Risk..., CISA, Risk Management, Financial Analysis, Financial Reporting, Accounting, Financial Services, Risk Assessment, Data Analysis, Sarbanes-Oxley, SEC filings
Education
James Madison University 2002 — 2006
B.B.A., Finance, Economics, Human Resources & Development
CarMax August 2014 - Present
PwC July 2012 - August 2014
PricewaterhouseCoopers August 2009 - June 2012
PricewaterhouseCoopers July 2006 - August 2009
Virginia Asset Management June 2005 - December 2005
Skills
Internal Controls, Sarbanes-Oxley Act, IT Audit, Auditing, Internal Audit, Enterprise Risk..., CISA, Risk Management, Financial Analysis, Financial Reporting, Accounting, Financial Services, Risk Assessment, Data Analysis, Sarbanes-Oxley, SEC filings
Education
James Madison University 2002 — 2006
B.B.A., Finance, Economics, Human Resources & Development
Nathan Arland Nathan Arland's Virginia Asset Management Experience September 2009 - July 2010
Job Assistant Vice President; Financial Solutions Advisor at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch September 2015 - Present
RMC Events August 2010 - Present
EvoShield August 2009 - Present
Genworth Financial October 2011 - September 2015
Merrill Lynch July 2011 - October 2011
Union First Market Bank July 2010 - July 2011
Virginia Asset Management September 2009 - July 2010
AutoQual of Madison, Milwaukee, and Fox Valley November 2007 - September 2009
Lehman Brothers July 2004 - November 2007
Skills
Coaching, Fixed Annuities, Marketing, Process Improvement, Strategic Planning, Time Management, Team Building, Financial Planning, Insurance, Investments, Leadership, Management, Microsoft Office, Public Speaking, Retirement Planning, Sales
Education
Virginia Commonwealth University 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
Virginia Polytechnic Institute and State University 2000 — 2002
Master’s Degree, Education
Radford University 1995 — 2000
Bachelor’s Degree, Education
Bank of America Merrill Lynch September 2015 - Present
RMC Events August 2010 - Present
EvoShield August 2009 - Present
Genworth Financial October 2011 - September 2015
Merrill Lynch July 2011 - October 2011
Union First Market Bank July 2010 - July 2011
Virginia Asset Management September 2009 - July 2010
AutoQual of Madison, Milwaukee, and Fox Valley November 2007 - September 2009
Lehman Brothers July 2004 - November 2007
Skills
Coaching, Fixed Annuities, Marketing, Process Improvement, Strategic Planning, Time Management, Team Building, Financial Planning, Insurance, Investments, Leadership, Management, Microsoft Office, Public Speaking, Retirement Planning, Sales
Education
Virginia Commonwealth University 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
Virginia Polytechnic Institute and State University 2000 — 2002
Master’s Degree, Education
Radford University 1995 — 2000
Bachelor’s Degree, Education
Lindsey Glavin Lindsey Glavin's Virginia Asset Management Experience 2003 - 2006
Job Marketing Director
Industry Marketing and Advertising
Experience
Red Ventures February 2010 - September 2013
Red Ventures February 2008 - May 2010
Red Ventures June 2006 - February 2008
Virginia Asset Management 2003 - 2006
Skills
Marketing Strategy, Lead Generation, Social Media Marketing, Marketing, Customer Service, Online Advertising, Online Marketing, Sales Management, SEM, Advertising, Digital Marketing, Account Management, Email Marketing, Management
Education
University of Richmond - Robins School of Business 2000 — 2004
BSBA, Marketing, Rhetoric & Communication studies
Solon High School
Red Ventures February 2010 - September 2013
Red Ventures February 2008 - May 2010
Red Ventures June 2006 - February 2008
Virginia Asset Management 2003 - 2006
Skills
Marketing Strategy, Lead Generation, Social Media Marketing, Marketing, Customer Service, Online Advertising, Online Marketing, Sales Management, SEM, Advertising, Digital Marketing, Account Management, Email Marketing, Management
Education
University of Richmond - Robins School of Business 2000 — 2004
BSBA, Marketing, Rhetoric & Communication studies
Solon High School
Buck Poropatich Buck Poropatich's Virginia Asset Management Experience November 2006 - August 2011
Job Corporate Strategy and Business Development at McKesson
Industry Investment Management
Experience
McKesson April 2013 - Present
Georgia Tech August 2011 - April 2013
Premier healthcare alliance May 2012 - August 2012
Virginia Asset Management November 2006 - August 2011
C.H. Robinson Worldwide, Inc. May 2004 - November 2006
Education
Georgia Institute of Technology 2011 — 2013
MBA, Strategy/Finance
Randolph-Macon College 2000 — 2004
Bachelor's, Business/Economics
McKesson April 2013 - Present
Georgia Tech August 2011 - April 2013
Premier healthcare alliance May 2012 - August 2012
Virginia Asset Management November 2006 - August 2011
C.H. Robinson Worldwide, Inc. May 2004 - November 2006
Education
Georgia Institute of Technology 2011 — 2013
MBA, Strategy/Finance
Randolph-Macon College 2000 — 2004
Bachelor's, Business/Economics
Brent Trimmer Brent Trimmer's Virginia Asset Management Experience 2010 - 2011
Job Sales Representative at The Pete Store
Industry Transportation/Trucking/Railroad
Experience
The Pete Store June 2013 - Present
BT Yardworks May 2009 - August 2013
Virginia Asset Management 2010 - 2011
Skills
Team Leadership, Landscaping, Tree Planting, Sales, Garden, Customer Service, Team Building
Education
Ferrum College 2005 — 2010
Bachelor of Science, Business Management, History
The Pete Store June 2013 - Present
BT Yardworks May 2009 - August 2013
Virginia Asset Management 2010 - 2011
Skills
Team Leadership, Landscaping, Tree Planting, Sales, Garden, Customer Service, Team Building
Education
Ferrum College 2005 — 2010
Bachelor of Science, Business Management, History
Raymond Leon Scott Jr.'s Virginia Asset Management Experience September 2012 - April 2013
Job Senior Client Service Associate
Industry Financial Services
Experience
Homestead Funds February 2014 - Present
SunTrust Investment Services June 2013 - February 2014
Virginia Asset Management September 2012 - April 2013
Fastenal July 2010 - September 2012
BB&T Capital Markets January 2012 - January 2012
Randolph-Macon College June 2009 - October 2011
McDonald's Corporation June 2007 - August 2009
Skills
Management, Public Speaking, Leadership, Microsoft Office, Research, PowerPoint, Data Analysis, Personal Budgeting, Social Media, Accounting, Time Management, Sales, Analysis, Finance
Education
Randolph-Macon College 2008 — 2012
Bachelor of Arts, Accounting and Business/Economics, Senior
Homestead Funds February 2014 - Present
SunTrust Investment Services June 2013 - February 2014
Virginia Asset Management September 2012 - April 2013
Fastenal July 2010 - September 2012
BB&T Capital Markets January 2012 - January 2012
Randolph-Macon College June 2009 - October 2011
McDonald's Corporation June 2007 - August 2009
Skills
Management, Public Speaking, Leadership, Microsoft Office, Research, PowerPoint, Data Analysis, Personal Budgeting, Social Media, Accounting, Time Management, Sales, Analysis, Finance
Education
Randolph-Macon College 2008 — 2012
Bachelor of Arts, Accounting and Business/Economics, Senior
R.T. Taylor R.T. Taylor's Virginia Asset Management Experience September 2012 - August 2013
Job Associate Vice President at Davenport & Company LLC
Industry Financial Services
Experience
Davenport & Company LLC October 2014 - Present
MetLife Mid-Atlantic Financial Group January 2014 - October 2014
Advancement Concepts, LLC August 2013 - January 2014
Virginia Asset Management September 2012 - August 2013
Davenport & Company LLC May 2001 - September 2012
Ernst & Young September 1999 - May 2001
Education
Virginia Commonwealth University - School of Business 1997 — 1999
Bachelor of Science (B.S.), Accounting
Hampden-Sydney College 1993 — 1994
Collegiate School 1981 — 1993
Davenport & Company LLC October 2014 - Present
MetLife Mid-Atlantic Financial Group January 2014 - October 2014
Advancement Concepts, LLC August 2013 - January 2014
Virginia Asset Management September 2012 - August 2013
Davenport & Company LLC May 2001 - September 2012
Ernst & Young September 1999 - May 2001
Education
Virginia Commonwealth University - School of Business 1997 — 1999
Bachelor of Science (B.S.), Accounting
Hampden-Sydney College 1993 — 1994
Collegiate School 1981 — 1993
Stephen Fisher, CFP®, CLU, ChFC Stephen Fisher, CFP®, CLU, ChFC's Virginia Asset Management Experience 1987 - Present
Job Certified Financial Planner™ professional at Virginia Asset Management
Industry Financial Services
Experience
Virginia Asset Management 1987 - Present
Skills
Certified Financial..., Investments, Financial Advisory, Finance, Financial Services, Life Insurance, Insurance, Securities, Disability Insurance, Strategic Planning, Management
Education
University of Richmond 1983 — 1987
Bachelor of Business Administration (B.B.A.)
University of Richmond - Robins School of Business 1983 — 1987
Finance/Marketing
Virginia Asset Management 1987 - Present
Skills
Certified Financial..., Investments, Financial Advisory, Finance, Financial Services, Life Insurance, Insurance, Securities, Disability Insurance, Strategic Planning, Management
Education
University of Richmond 1983 — 1987
Bachelor of Business Administration (B.B.A.)
University of Richmond - Robins School of Business 1983 — 1987
Finance/Marketing
Dorothy Harmer Dorothy Harmer's Virginia Asset Management Experience June 2011 - August 2011
Job Financial Systems Analyst at Federal Reserve Board
Industry Banking
Experience
Federal Reserve Board June 2015 - Present
APCO Worldwide August 2012 - June 2015
Virginia Asset Management June 2011 - August 2011
Skills
Microsoft Excel
Education
University of Richmond - Robins School of Business 2008 — 2011
Bachelor's Degree, Bachelor of Science in Business Administration
Federal Reserve Board June 2015 - Present
APCO Worldwide August 2012 - June 2015
Virginia Asset Management June 2011 - August 2011
Skills
Microsoft Excel
Education
University of Richmond - Robins School of Business 2008 — 2011
Bachelor's Degree, Bachelor of Science in Business Administration
Justin Pugh's Virginia Asset Management Experience June 2011 - June 2011
Job Analyst at Credit Suisse | MBA Candidate at Goizueta Business School
Industry Investment Management
Experience
Credit Suisse May 2014 - Present
Hampden-Sydney College May 2013 - May 2014
Hampden-Sydney College March 2013 - March 2014
Sigma Alpha Epsilon Fraternity 2012 - 2014
Boxwood Partners May 2013 - August 2013
Tobin & Company Investment Banking Group LLC December 2012 - January 2013
Hampden-Sydney College 2012 - 2013
GIST Properties LLC June 2012 - August 2012
Virginia Asset Management June 2011 - June 2011
Skills
Due to my profession,...
Education
Emory University - Goizueta Business School
Master of Business Administration (M.B.A.), Capital Markets
Hampden-Sydney College 2010 — 2014
Bachelor of Arts (B.A.), Economics and Commerce, 3.3
Credit Suisse May 2014 - Present
Hampden-Sydney College May 2013 - May 2014
Hampden-Sydney College March 2013 - March 2014
Sigma Alpha Epsilon Fraternity 2012 - 2014
Boxwood Partners May 2013 - August 2013
Tobin & Company Investment Banking Group LLC December 2012 - January 2013
Hampden-Sydney College 2012 - 2013
GIST Properties LLC June 2012 - August 2012
Virginia Asset Management June 2011 - June 2011
Skills
Due to my profession,...
Education
Emory University - Goizueta Business School
Master of Business Administration (M.B.A.), Capital Markets
Hampden-Sydney College 2010 — 2014
Bachelor of Arts (B.A.), Economics and Commerce, 3.3
Derrick Chappell's Virginia Asset Management Experience June 2011 - August 2011
Job Analyst at Primatics Financial
Industry Financial Services
Experience
Primatics Financial July 2012 - Present
Virginia Asset Management June 2011 - August 2011
Dillards January 2010 - July 2010
Abercrombie & Fitch July 2006 - January 2010
Skills
Financial Reporting, Financial Risk, Financial Analysis, Financial Accounting, Microsoft Excel, SAS, Data Analysis, Access, Oracle SQL, Valuation, Accounting, Investments
Education
James Madison University - College of Business 2007 — 2012
Bachelor of Business Administration (BBA), Finance, General
Primatics Financial July 2012 - Present
Virginia Asset Management June 2011 - August 2011
Dillards January 2010 - July 2010
Abercrombie & Fitch July 2006 - January 2010
Skills
Financial Reporting, Financial Risk, Financial Analysis, Financial Accounting, Microsoft Excel, SAS, Data Analysis, Access, Oracle SQL, Valuation, Accounting, Investments
Education
James Madison University - College of Business 2007 — 2012
Bachelor of Business Administration (BBA), Finance, General
Craig Philp Craig Philp's Virginia Asset Management Experience July 2011 - March 2012
Job Underwiter at Kinsale Insurance
Industry Insurance
Experience
Kinsale Insurance March 2013 - Present
State Farm Insurance April 2012 - March 2013
Virginia Asset Management July 2011 - March 2012
Skills
Retirement Planning, Fixed Income, Alternative Investments, Financial Planners, 401k, Retirement
Education
Hampden-Sydney College 2007 — 2011
BA, Economics and Commerce
St. Christopher's School 1996 — 2007
Kinsale Insurance March 2013 - Present
State Farm Insurance April 2012 - March 2013
Virginia Asset Management July 2011 - March 2012
Skills
Retirement Planning, Fixed Income, Alternative Investments, Financial Planners, 401k, Retirement
Education
Hampden-Sydney College 2007 — 2011
BA, Economics and Commerce
St. Christopher's School 1996 — 2007
Chinda Ann Manalo Chinda Ann Manalo's Virginia Asset Management Experience 2011 - November 2012
Job In Transition
Industry Financial Services
Experience
Virginia Business Credit and Funding Inc September 2012 - March 2014
Virginia Asset Management 2011 - November 2012
Guardian Christian Academy 2007 - 2010
Education
University of Delaware 1989 — 1998
BA, Psychology
Virginia Business Credit and Funding Inc September 2012 - March 2014
Virginia Asset Management 2011 - November 2012
Guardian Christian Academy 2007 - 2010
Education
University of Delaware 1989 — 1998
BA, Psychology
Francis Krol Francis Krol's Virginia Asset Management Experience January 2015 - January 2015
Job Student at James Madison University
Industry Investment Management
Experience
Madison Union at James Madison Univeristy May 2014 - Present
Phi Alpha Delta Law Fraternity, International December 2013 - Present
Federal Reserve Board June 2015 - August 2015
COB Experiential Learning Trip to DC March 2015 - March 2015
Virginia Asset Management January 2015 - January 2015
TJ Maxx May 2012 - July 2014
Follett Higher Education Group December 2012 - May 2013
U.S. Department of State June 2011 - August 2011
Skills
Microsoft Excel, Budgets, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Customer Service, Research, English, Polish, French, Mac OS, Teamwork, Leadership, Editing, Finance, Data Analysis, Event Planning
Education
James Madison University 2012 — 2016
Bachelor's Degree, Finance, Political Science and Economics
Walsingham Academy 2011 — 2012
High School
American Community Schools of Athens
Madison Union at James Madison Univeristy May 2014 - Present
Phi Alpha Delta Law Fraternity, International December 2013 - Present
Federal Reserve Board June 2015 - August 2015
COB Experiential Learning Trip to DC March 2015 - March 2015
Virginia Asset Management January 2015 - January 2015
TJ Maxx May 2012 - July 2014
Follett Higher Education Group December 2012 - May 2013
U.S. Department of State June 2011 - August 2011
Skills
Microsoft Excel, Budgets, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Customer Service, Research, English, Polish, French, Mac OS, Teamwork, Leadership, Editing, Finance, Data Analysis, Event Planning
Education
James Madison University 2012 — 2016
Bachelor's Degree, Finance, Political Science and Economics
Walsingham Academy 2011 — 2012
High School
American Community Schools of Athens
Tammie Newland's Virginia Asset Management Experience April 2007 - January 2015
Job Medical Billing Specialist at New Bedford Corporation
Industry Financial Services
Experience
New Bedford Corporation January 2015 - Present
Virginia Asset Management April 2007 - January 2015
New York Life Insurance Company October 2003 - February 2007
MetLife October 2002 - October 2003
Skills
Customer Service, Customer Experience, Customer Satisfaction, Leadership, Microsoft Word, Microsoft Excel, Microsoft Office, Insurance, HIPAA, Life Insurance, Financial Services, Client Services, Client Liaison, Risk Management, Investments, Operations Management, Budget Process, Sponsorship Program..., Mission Work, Humanitarian, Mission Oriented, Servant Leadership, Fundraising, Team Building, Event Planning, Team Leadership
Education
J Sargeant Reynolds Community College
Pre-Nursing Studies
Liberty University
Pre-Nursing Studies
New Bedford Corporation January 2015 - Present
Virginia Asset Management April 2007 - January 2015
New York Life Insurance Company October 2003 - February 2007
MetLife October 2002 - October 2003
Skills
Customer Service, Customer Experience, Customer Satisfaction, Leadership, Microsoft Word, Microsoft Excel, Microsoft Office, Insurance, HIPAA, Life Insurance, Financial Services, Client Services, Client Liaison, Risk Management, Investments, Operations Management, Budget Process, Sponsorship Program..., Mission Work, Humanitarian, Mission Oriented, Servant Leadership, Fundraising, Team Building, Event Planning, Team Leadership
Education
J Sargeant Reynolds Community College
Pre-Nursing Studies
Liberty University
Pre-Nursing Studies
Parth Patel's Virginia Asset Management Experience January 2014 - January 2014
Job Accounting and Finance Student at Virginia Tech
Industry Accounting
Experience
KPMG June 2015 - August 2015
Joel S. Williams Financial January 2015 - April 2015
McGladrey June 2014 - August 2014
Short Stop May 2009 - May 2014
Virginia Asset Management January 2014 - January 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Public Speaking, Strategic Planning, Sales, Access, Finance, Financial Analysis, Accounting, Portfolio Management, Organization, Leadership
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 2012 — 2016
Bachelor of Science, Accounting and Finance
Groupe Ecole supérieure de Commerce de Dijon-Bourgogne 2013 — 2013
Business
Westfälische Wilhelms-Universität Münster 2013 — 2013
Business
Danville Community College 2009 — 2012
Associate's degree, Liberal Arts and Sciences, General Studies and Humanities, 3.89
KPMG June 2015 - August 2015
Joel S. Williams Financial January 2015 - April 2015
McGladrey June 2014 - August 2014
Short Stop May 2009 - May 2014
Virginia Asset Management January 2014 - January 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Public Speaking, Strategic Planning, Sales, Access, Finance, Financial Analysis, Accounting, Portfolio Management, Organization, Leadership
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 2012 — 2016
Bachelor of Science, Accounting and Finance
Groupe Ecole supérieure de Commerce de Dijon-Bourgogne 2013 — 2013
Business
Westfälische Wilhelms-Universität Münster 2013 — 2013
Business
Danville Community College 2009 — 2012
Associate's degree, Liberal Arts and Sciences, General Studies and Humanities, 3.89
Chris Ekstrom's Virginia Asset Management Experience June 2015 - Present
Job Financial Advisor at Virginia Asset Management
Industry Financial Services
Experience
Virginia Asset Management June 2015 - Present
UBS April 2014 - June 2015
Piper Jaffray February 2013 - December 2013
KBW October 2012 - January 2013
Vining Sparks IBG, L.P July 2009 - October 2012
DeVita Kavanagh October 2008 - April 2009
Jan-Pro of Charlotte May 2006 - June 2008
Keffer Automotive Group April 2004 - May 2006
Northwestern Mutual/DeVita Kavanagh April 2003 - May 2004
Education
University of North Carolina at Wilmington 1999 — 2003
Bachelor of Science, Business Administration
Charlotte Latin School 1995 — 1999
Virginia Asset Management June 2015 - Present
UBS April 2014 - June 2015
Piper Jaffray February 2013 - December 2013
KBW October 2012 - January 2013
Vining Sparks IBG, L.P July 2009 - October 2012
DeVita Kavanagh October 2008 - April 2009
Jan-Pro of Charlotte May 2006 - June 2008
Keffer Automotive Group April 2004 - May 2006
Northwestern Mutual/DeVita Kavanagh April 2003 - May 2004
Education
University of North Carolina at Wilmington 1999 — 2003
Bachelor of Science, Business Administration
Charlotte Latin School 1995 — 1999
John Sarrett John Sarrett's Virginia Asset Management Experience 2011 - Present
Job Retirement Income SpecialistVirginia Asset Management
Industry Financial Services
Experience
Virginia Asset Management 2011 - Present
Wachovia, A Wells Fargo Company 2007 - 2011
Head Golf Professional March 1999 - October 2002
Country Club of Maryland March 1995 - March 1999
Skills
Series 7, Retirement Planning, Wealth Management, Series 63, Investments, Strategic Financial..., Estate Planning, Mutual Funds, Life Insurance, Insurance, Series 6, Asset Managment, Financial Services
Education
University of Richmond 1981 — 1985
History, Journalism
University of Richmond
Bachelor of Arts (B.A.), History
Virginia Asset Management 2011 - Present
Wachovia, A Wells Fargo Company 2007 - 2011
Head Golf Professional March 1999 - October 2002
Country Club of Maryland March 1995 - March 1999
Skills
Series 7, Retirement Planning, Wealth Management, Series 63, Investments, Strategic Financial..., Estate Planning, Mutual Funds, Life Insurance, Insurance, Series 6, Asset Managment, Financial Services
Education
University of Richmond 1981 — 1985
History, Journalism
University of Richmond
Bachelor of Arts (B.A.), History
Dameron Ray Dameron Ray's Virginia Asset Management Experience 2001 - Present
Job Financial Advisor at Virginia Asset Management
Industry Financial Services
Experience
Virginia Asset Management 2001 - Present
Dameron's Hallmark 1978 - 2000
Education
University of Richmond 1968 — 1971
BS, Economics
Virginia Asset Management 2001 - Present
Dameron's Hallmark 1978 - 2000
Education
University of Richmond 1968 — 1971
BS, Economics
Jonathan Bridge's Virginia Asset Management Experience July 2010 - August 2010
Job Strategy & Business Development Analyst at Thomson Reuters
Industry Program Development
Experience
Thomson Reuters January 2013 - Present
Cowen and Company July 2011 - January 2013
Virginia Asset Management July 2010 - August 2010
Skills
Financial Modeling, Capital IQ, Valuation, Bloomberg, Investment Banking, Strategy
Education
University of Richmond - Robins School of Business 2007 — 2011
Finance
Thomson Reuters January 2013 - Present
Cowen and Company July 2011 - January 2013
Virginia Asset Management July 2010 - August 2010
Skills
Financial Modeling, Capital IQ, Valuation, Bloomberg, Investment Banking, Strategy
Education
University of Richmond - Robins School of Business 2007 — 2011
Finance
Lesli Henry Lesli Henry's Virginia Asset Management Experience 2002 - Present
Job Employee Benefits Specialist at Virginia Asset Management
Industry Financial Services
Experience
Virginia Asset Management 2002 - Present
Northwestern Mutual 1995 - 2002
Skills
401k, Employee Benefits, Strategic Planning, Human Resources, Life Insurance, Small Business, Leadership, Insurance, Disability Insurance, Estate Planning, Health Insurance, Leadership Development, Recruiting, Retirement Planning, Staff Development, Public Speaking
Education
Randolph-Macon College 1983 — 1987
Virginia Asset Management 2002 - Present
Northwestern Mutual 1995 - 2002
Skills
401k, Employee Benefits, Strategic Planning, Human Resources, Life Insurance, Small Business, Leadership, Insurance, Disability Insurance, Estate Planning, Health Insurance, Leadership Development, Recruiting, Retirement Planning, Staff Development, Public Speaking
Education
Randolph-Macon College 1983 — 1987
Nate Childress Nate Childress's Virginia Asset Management Experience May 2011 - August 2011
Job Business Analyst at Davis Elen Advertising
Industry Marketing and Advertising
Experience
Davis Elen Advertising August 2014 - Present
LMO Advertising May 2013 - August 2014
CEB May 2012 - May 2013
Christopher Newport University Center for American Studies January 2012 - May 2012
Christopher Newport University Recreational Services January 2009 - May 2012
Virginia Asset Management May 2011 - August 2011
Christopher Newport Univeristy Center for Community Engagement May 2010 - August 2010
Skills
Data Visualization, Tableau, Google Analytics, Marketing Research, Data Analysis, Research, Marketing Communications, Business Analysis, Direct Marketing, Salesforce.com
Education
Christopher Newport University 2008 — 2012
Bachelor of Science in Business Administration, Marketing
Midlothian High School 2004 — 2008
Davis Elen Advertising August 2014 - Present
LMO Advertising May 2013 - August 2014
CEB May 2012 - May 2013
Christopher Newport University Center for American Studies January 2012 - May 2012
Christopher Newport University Recreational Services January 2009 - May 2012
Virginia Asset Management May 2011 - August 2011
Christopher Newport Univeristy Center for Community Engagement May 2010 - August 2010
Skills
Data Visualization, Tableau, Google Analytics, Marketing Research, Data Analysis, Research, Marketing Communications, Business Analysis, Direct Marketing, Salesforce.com
Education
Christopher Newport University 2008 — 2012
Bachelor of Science in Business Administration, Marketing
Midlothian High School 2004 — 2008
Bill Bays Bill Bays's Virginia Asset Management Experience CFODelta T Corporation2006 - 2008
Job Director of Field Operations at Virginia Asset Management
Industry Financial Services
Experience
Virginia Asset Management CFODelta T Corporation2006 - 2008
Scott Insurance 2002 - 2005
First Union Bank 1999 - 2003
Signet Bank 1992 - 1999
Jefferson National Bank 1987 - 1991
Education
James Madison University 1983 — 1987
BBA
James Madison University 1983 — 1987
Trinity Episcopal High School 1978 — 1983
Virginia Asset Management CFODelta T Corporation2006 - 2008
Scott Insurance 2002 - 2005
First Union Bank 1999 - 2003
Signet Bank 1992 - 1999
Jefferson National Bank 1987 - 1991
Education
James Madison University 1983 — 1987
BBA
James Madison University 1983 — 1987
Trinity Episcopal High School 1978 — 1983
John Philipkosky,CFP© John Philipkosky,CFP©'s Virginia Asset Management Experience June 2007 - Present
Job Financial Advisior at Virginia Asset Management
Industry Financial Services
Experience
Virginia Asset Management June 2007 - Present
Waddell & Reed 1994 - 2007
Skills
Certified Financial..., Series 6, Series 7, Series 63, Series 65, Life Insurance, Health Insurance, Variable Annuities, Fixed Annuities
Education
Florida Institute of Technology 1987 — 1989
Master of Business Administration (MBA)
California University of Pennsylvania 1973 — 1978
BA, Business Administration
Virginia Asset Management June 2007 - Present
Waddell & Reed 1994 - 2007
Skills
Certified Financial..., Series 6, Series 7, Series 63, Series 65, Life Insurance, Health Insurance, Variable Annuities, Fixed Annuities
Education
Florida Institute of Technology 1987 — 1989
Master of Business Administration (MBA)
California University of Pennsylvania 1973 — 1978
BA, Business Administration
Susan Martin, CFP®'s Virginia Asset Management Experience 2003 - Present
Job Financial Advisor at Virginia Asset Management
Industry Financial Services
Experience
Virginia Asset Management* 2003 - Present
Wachovia Bank (and its predecessor, Central Fidelity Bank), Wealth Management Division 1993 - 2003
SunTrust Bank (formerly Crestar Bank and United Virginia Bank) 1984 - 1993
Skills
Retirement Planning
Education
Texas A&I University 1979 — 1981
MBA, finance
Florida State University 1977 — 1979
Bachelor of Music, Music and Foreign Languages
Virginia Asset Management* 2003 - Present
Wachovia Bank (and its predecessor, Central Fidelity Bank), Wealth Management Division 1993 - 2003
SunTrust Bank (formerly Crestar Bank and United Virginia Bank) 1984 - 1993
Skills
Retirement Planning
Education
Texas A&I University 1979 — 1981
MBA, finance
Florida State University 1977 — 1979
Bachelor of Music, Music and Foreign Languages
J.T. Palmore J.T. Palmore's Virginia Asset Management Experience September 2013 - Present
Job Financial Advisor at Virginia Asset Management
Industry Sports
Experience
Virginia Asset Management September 2013 - Present
Gantt Insurance Agency February 2013 - September 2013
FLW Tour 2008 - 2012
Education
Hampden-Sydney College 2004 — 2008
Bachelor of Arts (B.A.), History
Virginia Asset Management September 2013 - Present
Gantt Insurance Agency February 2013 - September 2013
FLW Tour 2008 - 2012
Education
Hampden-Sydney College 2004 — 2008
Bachelor of Arts (B.A.), History
Tom Brannock Tom Brannock's Virginia Asset Management Experience November 2009 - June 2012
Job Customer Representative at Craig Builders
Industry Real Estate
Experience
Craig Builders February 2014 - Present
NCAA February 2012 - Present
Ryan Homes February 2013 - February 2014
Ryan Homes July 2012 - January 2013
Virginia Asset Management November 2009 - June 2012
First Market Bank June 2008 - October 2009
Skills
Financial Analysis, Customer Service, Real Estate, Financial Services, Insurance, Business Development, Investments, Microsoft Office, Securities, Social Media, Series 7, Public Speaking, Event Planning, Marketing, Sales, Retirement Planning, Uniform Combined State..., Non-profits, Strategic Financial..., New Home Sales, New Home Construction
Education
Randolph-Macon College 2004 — 2008
BA, Sociology
St. Anne's Belfield School 1990 — 2004
Craig Builders February 2014 - Present
NCAA February 2012 - Present
Ryan Homes February 2013 - February 2014
Ryan Homes July 2012 - January 2013
Virginia Asset Management November 2009 - June 2012
First Market Bank June 2008 - October 2009
Skills
Financial Analysis, Customer Service, Real Estate, Financial Services, Insurance, Business Development, Investments, Microsoft Office, Securities, Social Media, Series 7, Public Speaking, Event Planning, Marketing, Sales, Retirement Planning, Uniform Combined State..., Non-profits, Strategic Financial..., New Home Sales, New Home Construction
Education
Randolph-Macon College 2004 — 2008
BA, Sociology
St. Anne's Belfield School 1990 — 2004
Jacob Pauly Jacob Pauly's Virginia Asset Management Experience February 2014 - January 2015
Job Internal Retirement Consultant
Industry Financial Services
Experience
Allianz Life January 2015 - Present
Virginia Asset Management February 2014 - January 2015
Securian Financial Group May 2012 - December 2013
Education
Minnesota State University, Mankato 2005 — 2010
BS in Corporate Finance, Accounting (Minor), Business Administration (Minor)
Allianz Life January 2015 - Present
Virginia Asset Management February 2014 - January 2015
Securian Financial Group May 2012 - December 2013
Education
Minnesota State University, Mankato 2005 — 2010
BS in Corporate Finance, Accounting (Minor), Business Administration (Minor)
Ed Yesbeck Ed Yesbeck's Virginia Asset Management Experience June 2003 - Present
Job Financial Advisor at Virginia Asset Management
Industry Financial Services
Experience
Virginia Asset Management June 2003 - Present
Skills
Retirement Planning
Education
Old Dominion University 1982 — 1985
BSBA, Business
Virginia Asset Management June 2003 - Present
Skills
Retirement Planning
Education
Old Dominion University 1982 — 1985
BSBA, Business
Mark Flaherty Mark Flaherty's Virginia Asset Management Experience May 2003 - Present
Job Financial Advisor at Virginia Asset Management
Industry Financial Services
Experience
Virginia Asset Management May 2003 - Present
Collaborative Divorce Solutions of Tidewater 2007 - 2011
CINCLANT FLEET 1996 - 2000
US Navy 1965 - 2000
USS CARL VINSON (CVN-70) 1982 - 1986
Education
Old Dominion University 1996 — 1999
Masters of Business Administration, Accounting
United States Naval Academy 1966 — 1970
Bachelor of Science, Naval Architecture and Marine Engineering
Virginia Asset Management May 2003 - Present
Collaborative Divorce Solutions of Tidewater 2007 - 2011
CINCLANT FLEET 1996 - 2000
US Navy 1965 - 2000
USS CARL VINSON (CVN-70) 1982 - 1986
Education
Old Dominion University 1996 — 1999
Masters of Business Administration, Accounting
United States Naval Academy 1966 — 1970
Bachelor of Science, Naval Architecture and Marine Engineering
Crystal (Walton) Huddleston Crystal (Walton) Huddleston's Virginia Asset Management Experience June 1994 - Present
Job Director of Professional Development
Industry Financial Services
Experience
Virginia Asset Management June 1994 - Present
Skills
Recruiting, Leadership Development, Professional..., Educational Seminars, Marketing, Team Building, Public Speaking
Education
University of Richmond
Virginia Asset Management June 1994 - Present
Skills
Recruiting, Leadership Development, Professional..., Educational Seminars, Marketing, Team Building, Public Speaking
Education
University of Richmond
Regan Roberts's Virginia Asset Management Experience January 2015 - March 2015
Job Senior Assistant at Rauner Rare Works Library
Industry
Experience
Rauner Rare Works Library September 2015 - Present
Merriman Capital, Inc. June 2015 - August 2015
NiteTables June 2015 - July 2015
Dartmouth Blunt Alumni Office March 2015 - June 2015
Virginia Asset Management January 2015 - March 2015
Turnkey Promotions, Inc. January 2015 - February 2015
Project VetCare Non-Profit March 2014 - August 2014
Back Bay Gourmet June 2013 - December 2013
Dartmouth College Biology Department March 2013 - June 2013
Skills
Fundraising, Microsoft Office, PowerPoint, Microsoft Word, Research, Teamwork, Data Analysis, Leadership, Social Media, Customer Service, Public Speaking, Spanish, Event Planning
Education
Dartmouth College 2012 — 2016
Economics
Cape Henry Collegiate 2008 — 2012
4.23
Rauner Rare Works Library September 2015 - Present
Merriman Capital, Inc. June 2015 - August 2015
NiteTables June 2015 - July 2015
Dartmouth Blunt Alumni Office March 2015 - June 2015
Virginia Asset Management January 2015 - March 2015
Turnkey Promotions, Inc. January 2015 - February 2015
Project VetCare Non-Profit March 2014 - August 2014
Back Bay Gourmet June 2013 - December 2013
Dartmouth College Biology Department March 2013 - June 2013
Skills
Fundraising, Microsoft Office, PowerPoint, Microsoft Word, Research, Teamwork, Data Analysis, Leadership, Social Media, Customer Service, Public Speaking, Spanish, Event Planning
Education
Dartmouth College 2012 — 2016
Economics
Cape Henry Collegiate 2008 — 2012
4.23
Kuria Mwangi Kuria Mwangi's Virginia Asset Management Experience March 2015 - Present
Job Financial Advisor
Industry Financial Services
Experience
Virginia Asset Management March 2015 - Present
Vanguard May 2014 - March 2015
Calvert Investments May 2013 - August 2013
Education
Davidson College 2010 — 2014
Bachelor of Arts (B.A.), Economics
Virginia Asset Management March 2015 - Present
Vanguard May 2014 - March 2015
Calvert Investments May 2013 - August 2013
Education
Davidson College 2010 — 2014
Bachelor of Arts (B.A.), Economics
Dusty Grey's Virginia Asset Management Experience June 2011 - August 2011
Job Budget Analyst at PRA International
Industry Pharmaceuticals
Experience
PRA Health Sciences June 2014 - Present
PRA International February 2013 - May 2014
Tidewater Home Mortgage Group, Inc June 2012 - October 2012
Cumberland County Sheriff's Department June 2009 - June 2012
Virginia Asset Management June 2011 - August 2011
Skills
Sound Analytical Skills, Microsoft Office, Customer Service, Microsoft Excel, Financial Statement..., Financial Analysis, Economics, Mortgage Marketing, Finance, Data Analysis, Microsoft Word, PowerPoint, Access
Education
Hampden-Sydney College 2008 — 2012
Bachelor of Arts (B.A.), Economics and Commerce
PRA Health Sciences June 2014 - Present
PRA International February 2013 - May 2014
Tidewater Home Mortgage Group, Inc June 2012 - October 2012
Cumberland County Sheriff's Department June 2009 - June 2012
Virginia Asset Management June 2011 - August 2011
Skills
Sound Analytical Skills, Microsoft Office, Customer Service, Microsoft Excel, Financial Statement..., Financial Analysis, Economics, Mortgage Marketing, Finance, Data Analysis, Microsoft Word, PowerPoint, Access
Education
Hampden-Sydney College 2008 — 2012
Bachelor of Arts (B.A.), Economics and Commerce
Jerome Drew Jerome Drew's Virginia Asset Management Experience March 2012 - May 2012
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual May 2015 - Present
Longwood University August 2012 - Present
Home Pro of VA 2013 - 2013
Virginia Asset Management March 2012 - May 2012
MeadWestvaco June 2011 - July 2011
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Windows, English, Outlook, Teaching, Public Speaking, Negotiation, Leadership, Marketing, Sales, Teamwork, Entrepreneurship, Management, Project Management
Education
Longwood University 2012 — 2016
Finance/Real Estate
John Tyler Community College 2010 — 2012
Cochran Summer Economics Institue 2011 — 2012
Economics and Business
Northwestern Mutual May 2015 - Present
Longwood University August 2012 - Present
Home Pro of VA 2013 - 2013
Virginia Asset Management March 2012 - May 2012
MeadWestvaco June 2011 - July 2011
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Windows, English, Outlook, Teaching, Public Speaking, Negotiation, Leadership, Marketing, Sales, Teamwork, Entrepreneurship, Management, Project Management
Education
Longwood University 2012 — 2016
Finance/Real Estate
John Tyler Community College 2010 — 2012
Cochran Summer Economics Institue 2011 — 2012
Economics and Business
Jeremy Chambers Jeremy Chambers's Virginia Asset Management Experience February 2015 - July 2015
Job Financial Advisor
Industry Financial Services
Experience
PNC July 2015 - Present
Virginia Asset Management February 2015 - July 2015
Transamerica 2014 - February 2015
Wyndham Capital Mortgage 2011 - 2013
Education
University of North Carolina at Greensboro
Business studies, Marketing
PNC July 2015 - Present
Virginia Asset Management February 2015 - July 2015
Transamerica 2014 - February 2015
Wyndham Capital Mortgage 2011 - 2013
Education
University of North Carolina at Greensboro
Business studies, Marketing
Peyton Lambert Peyton Lambert's Virginia Asset Management Experience September 2011 - August 2015
Job MBA Candidate at The College of William and Mary
Industry Financial Services
Experience
Virginia Asset Management September 2011 - August 2015
Wachovia, A Wells Fargo Company May 2011 - September 2011
Nordson Corporation June 2010 - August 2010
Education
The College of William and Mary - The Mason School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Hampden-Sydney College 2007 — 2011
Bachelor's Degree, Economics, History
Virginia Asset Management September 2011 - August 2015
Wachovia, A Wells Fargo Company May 2011 - September 2011
Nordson Corporation June 2010 - August 2010
Education
The College of William and Mary - The Mason School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Hampden-Sydney College 2007 — 2011
Bachelor's Degree, Economics, History
John Borum II's Virginia Asset Management Experience October 2013 - March 2014
Job Financial Services Professional
Industry Financial Services
Experience
Wells Fargo Advisors August 2015 - Present
SunTrust Investment Services, Inc. March 2014 - June 2015
Virginia Asset Management October 2013 - March 2014
Sunsations, Inc May 2009 - October 2013
US Port Services May 2012 - June 2012
Brown Building Corp March 2008 - August 2008
Education
Old Dominion University 2008 — 2013
Bachelor of Science and Business Administration, Finance, Economics
Wells Fargo Advisors August 2015 - Present
SunTrust Investment Services, Inc. March 2014 - June 2015
Virginia Asset Management October 2013 - March 2014
Sunsations, Inc May 2009 - October 2013
US Port Services May 2012 - June 2012
Brown Building Corp March 2008 - August 2008
Education
Old Dominion University 2008 — 2013
Bachelor of Science and Business Administration, Finance, Economics
Thomas McFarlane Thomas McFarlane's Virginia Asset Management Experience 2011 - 2012
Job MBA Candidate 2017, Mason School of Business, College of William and Mary
Industry Real Estate
Experience
Burtons Grill, LLC/ Zocalo June 2013 - July 2015
Two Guys Tacos 2012 - 2013
Virginia Asset Management 2011 - 2012
Millmont Grille 2009 - 2011
Charlotte Ramsey Realtors 2007 - 2011
The Shebeen Catering Outfit 2007 - 2009
Qdoba Mexican Grill 2007 - 2009
The Nook Restaurant 2007 - 2007
Rifkin Associates 2006 - 2007
Outback Steakhouse 2005 - 2007
Skills
Management, Financial Analysis &..., Finance, Financial Planning, Operations Management, Forecasting/Budgets/P&L, Accounting/GAAP, Sales Presentations, Economics, Project Management, Risk Management, Operational Management, Evaluating Acquisitions, Statistics, Rate Applications, Negotiations, Money Markets, Financial Audits, Tax Law, Financial Spreadsheets, Financial Models, Marketing Plans, Portfolios, Pattern Recognition, Sales and Cost Trends, Profit Margin..., Management Skills, Property..., Cash Flow Analysis, Cost Analysis, Event Management, Real Estate
Education
The College of William and Mary - The Mason School of Business 2015 — 2017
Master of Business Administration (MBA)
University of Miami 2001 — 2004
BBA, Business Law/Management
Professional Development 2005 — 2012
Burtons Grill, LLC/ Zocalo June 2013 - July 2015
Two Guys Tacos 2012 - 2013
Virginia Asset Management 2011 - 2012
Millmont Grille 2009 - 2011
Charlotte Ramsey Realtors 2007 - 2011
The Shebeen Catering Outfit 2007 - 2009
Qdoba Mexican Grill 2007 - 2009
The Nook Restaurant 2007 - 2007
Rifkin Associates 2006 - 2007
Outback Steakhouse 2005 - 2007
Skills
Management, Financial Analysis &..., Finance, Financial Planning, Operations Management, Forecasting/Budgets/P&L, Accounting/GAAP, Sales Presentations, Economics, Project Management, Risk Management, Operational Management, Evaluating Acquisitions, Statistics, Rate Applications, Negotiations, Money Markets, Financial Audits, Tax Law, Financial Spreadsheets, Financial Models, Marketing Plans, Portfolios, Pattern Recognition, Sales and Cost Trends, Profit Margin..., Management Skills, Property..., Cash Flow Analysis, Cost Analysis, Event Management, Real Estate
Education
The College of William and Mary - The Mason School of Business 2015 — 2017
Master of Business Administration (MBA)
University of Miami 2001 — 2004
BBA, Business Law/Management
Professional Development 2005 — 2012
Kendall Kirtley Kendall Kirtley's Virginia Asset Management Experience September 2008 - February 2011
Job Account Manager at Lab Support, a division of On Assignment
Industry Staffing and Recruiting
Experience
Lab Support, a division of On Assignment April 2015 - Present
Lab Support, a division of On Assignment January 2015 - Present
Lab Support, a division of On Assignment September 2014 - Present
Apex Systems February 2011 - September 2014
Virginia Asset Management September 2008 - February 2011
Virginia Asset Management September 2008 - February 2010
Children's Hospital February 2008 - May 2008
The Direct Marketing Association June 2007 - August 2007
Skills
Marketing, Customer Service, Microsoft Office, Cold Calling, Social Media, Social Media Marketing, Team Building, Account Management, Outlook, Research, Sales, PowerPoint, Microsoft Word, Team Leadership, Marketing Strategy, Recruiting, Event Planning, Leadership, Public Speaking, Social Networking, Microsoft Excel
Education
Randolph-Macon College 2004 — 2008
BA, Business/Economics, Sociology
Lab Support, a division of On Assignment April 2015 - Present
Lab Support, a division of On Assignment January 2015 - Present
Lab Support, a division of On Assignment September 2014 - Present
Apex Systems February 2011 - September 2014
Virginia Asset Management September 2008 - February 2011
Virginia Asset Management September 2008 - February 2010
Children's Hospital February 2008 - May 2008
The Direct Marketing Association June 2007 - August 2007
Skills
Marketing, Customer Service, Microsoft Office, Cold Calling, Social Media, Social Media Marketing, Team Building, Account Management, Outlook, Research, Sales, PowerPoint, Microsoft Word, Team Leadership, Marketing Strategy, Recruiting, Event Planning, Leadership, Public Speaking, Social Networking, Microsoft Excel
Education
Randolph-Macon College 2004 — 2008
BA, Business/Economics, Sociology
Pete Goldman's Virginia Asset Management Experience September 2008 - December 2009
Job Experienced sales professional
Industry Financial Services
Experience
Allstate Financial Services, LLC April 2014 - September 2014
TD Ameritrade September 2011 - April 2014
wells Fargo Advisors LLC August 2010 - August 2011
Virginia Asset Management September 2008 - December 2009
Wachovia Securities March 2003 - December 2007
Wachovia Securities, LLC 2002 - 2006
Fideltiy Investments 2000 - 2003
Anderson & Strudwick February 1998 - March 2000
Capital One January 1994 - February 1998
Skills
Finance, Investments, Retirement Planning, Series 7, Mutual Funds, Wealth Management, Financial Planning, Retirement, Leadership, Financial Services, Sales, Direct Sales, New Business Development, Account Management, Account Developement
Education
University of Louisiana at Monroe 1990 — 1993
Bachelor of Arts (B.A.), Education
Benedictine High School 1985 — 1989
Allstate Financial Services, LLC April 2014 - September 2014
TD Ameritrade September 2011 - April 2014
wells Fargo Advisors LLC August 2010 - August 2011
Virginia Asset Management September 2008 - December 2009
Wachovia Securities March 2003 - December 2007
Wachovia Securities, LLC 2002 - 2006
Fideltiy Investments 2000 - 2003
Anderson & Strudwick February 1998 - March 2000
Capital One January 1994 - February 1998
Skills
Finance, Investments, Retirement Planning, Series 7, Mutual Funds, Wealth Management, Financial Planning, Retirement, Leadership, Financial Services, Sales, Direct Sales, New Business Development, Account Management, Account Developement
Education
University of Louisiana at Monroe 1990 — 1993
Bachelor of Arts (B.A.), Education
Benedictine High School 1985 — 1989
Thalia Ghandforoush Thalia Ghandforoush's Virginia Asset Management Experience January 2012 - January 2012
Job Business Technology Analyst at Deloitte Consulting
Industry Financial Services
Experience
Deloitte May 2012 - Present
James Madison University August 2008 - Present
Virginia Asset Management January 2012 - January 2012
The College Board May 2011 - August 2011
Hollister Company August 2009 - August 2010
Emilio's Restaurant May 2008 - August 2008
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Access
Education
James Madison University 2008 — 2012
BBA, Finance
James Madison University
Bachelor of Business Administration, Finance (BBA)
Deloitte May 2012 - Present
James Madison University August 2008 - Present
Virginia Asset Management January 2012 - January 2012
The College Board May 2011 - August 2011
Hollister Company August 2009 - August 2010
Emilio's Restaurant May 2008 - August 2008
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Access
Education
James Madison University 2008 — 2012
BBA, Finance
James Madison University
Bachelor of Business Administration, Finance (BBA)
Rick Zullo's Virginia Asset Management Experience September 2006 - May 2007
Job VC at Lightbank
Industry Venture Capital & Private Equity
Experience
Lightbank January 2015 - Present
Kauffman Foundation December 2014 - Present
Foundation Capital August 2013 - June 2014
Bowery Capital June 2013 - December 2013
First Round Capital April 2013 - June 2013
Red Oak Growth Partners August 2012 - April 2013
Intellievents August 2012 - April 2013
Deloitte Consulting - Strategy & Operations July 2007 - July 2012
Virginia Asset Management September 2006 - May 2007
Skills
Venture Capital, Business Development, Start-ups, Valuation, SaaS, Entrepreneurship, Corporate Finance, Market Analysis, Strategy, Business Analytics, Energy Technology, Smart Grid, E-commerce, Innovation, New Venture Development, Private Equity, Business Modeling, Business Planning, Business Intelligence, Mobile Devices, Corporate Development, Value Chain Analysis, Electric Vehicles, Enterprise Software, Market Entry, Cleantech, Financial Modeling
Education
Columbia Business School
Master of Business Administration (MBA) w/ Honors
University of Richmond
Economics (with Honors) / Leadership Studies
The Lawrenceville School
Lightbank January 2015 - Present
Kauffman Foundation December 2014 - Present
Foundation Capital August 2013 - June 2014
Bowery Capital June 2013 - December 2013
First Round Capital April 2013 - June 2013
Red Oak Growth Partners August 2012 - April 2013
Intellievents August 2012 - April 2013
Deloitte Consulting - Strategy & Operations July 2007 - July 2012
Virginia Asset Management September 2006 - May 2007
Skills
Venture Capital, Business Development, Start-ups, Valuation, SaaS, Entrepreneurship, Corporate Finance, Market Analysis, Strategy, Business Analytics, Energy Technology, Smart Grid, E-commerce, Innovation, New Venture Development, Private Equity, Business Modeling, Business Planning, Business Intelligence, Mobile Devices, Corporate Development, Value Chain Analysis, Electric Vehicles, Enterprise Software, Market Entry, Cleantech, Financial Modeling
Education
Columbia Business School
Master of Business Administration (MBA) w/ Honors
University of Richmond
Economics (with Honors) / Leadership Studies
The Lawrenceville School
Robbie Nickle, MBA's Virginia Asset Management Experience July 2011 - July 2012
Job Equity Analyst at BB&T Capital Markets
Industry Financial Services
Experience
BB&T Capital Markets August 2015 - Present
Capital One December 2014 - July 2015
Fox-3 Partners September 2014 - December 2014
Boxwood Partners May 2013 - May 2014
Mason School of Business March 2013 - May 2014
Virginia Asset Management July 2011 - July 2012
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, VBA, Investment Advisory, Quantitative Research, Quantitative Analytics, Qualitative Research, Regression Analysis, Economic Research, Due Diligence, Equity Research, Investment Banking, Private Equity, Equities
Education
The College of William and Mary - The Mason School of Business 2012 — 2014
Master of Business Administration (MBA)
The College of William and Mary 2005 — 2009
Bachelor, Economics
Clover Hill High
BB&T Capital Markets August 2015 - Present
Capital One December 2014 - July 2015
Fox-3 Partners September 2014 - December 2014
Boxwood Partners May 2013 - May 2014
Mason School of Business March 2013 - May 2014
Virginia Asset Management July 2011 - July 2012
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, VBA, Investment Advisory, Quantitative Research, Quantitative Analytics, Qualitative Research, Regression Analysis, Economic Research, Due Diligence, Equity Research, Investment Banking, Private Equity, Equities
Education
The College of William and Mary - The Mason School of Business 2012 — 2014
Master of Business Administration (MBA)
The College of William and Mary 2005 — 2009
Bachelor, Economics
Clover Hill High
Ryan Schachtner Ryan Schachtner's Virginia Asset Management Experience November 2014 - Present
Job President at Virginia Asset Management
Industry Financial Services
Experience
Virginia Asset Management November 2014 - Present
Northwestern Mutual June 2011 - November 2014
Northwestern Mutual June 2011 - November 2014
HF Financial January 2008 - June 2011
Northwestern Mutual January 2004 - January 2008
Northwestern Mutual December 2000 - May 2004
Skills
Leadership, Management, Recruiting, Sales Management
Education
Cardinal Stritch University 1999 — 2004
Business, Marketing
University of Wisconsin-Madison 1999 — 2000
Waukesha South High School 1998 — 1999
Catholic Memorial High School 1996 — 1998
Virginia Asset Management November 2014 - Present
Northwestern Mutual June 2011 - November 2014
Northwestern Mutual June 2011 - November 2014
HF Financial January 2008 - June 2011
Northwestern Mutual January 2004 - January 2008
Northwestern Mutual December 2000 - May 2004
Skills
Leadership, Management, Recruiting, Sales Management
Education
Cardinal Stritch University 1999 — 2004
Business, Marketing
University of Wisconsin-Madison 1999 — 2000
Waukesha South High School 1998 — 1999
Catholic Memorial High School 1996 — 1998
Keith Muth, CPA/PFS, CFP®, CFA Keith Muth, CPA/PFS, CFP®, CFA's Virginia Asset Management Experience 1996 - Present
Job Chief Investment Officer at Virginia Asset Management
Industry Financial Services
Experience
Virginia Asset Management 1996 - Present
Skills
Investment Advisory, Financial Planning, Asset Management, Wealth Management, Retirement Planning, Estate Planning, Investments
Education
Penn State University
Virginia Asset Management 1996 - Present
Skills
Investment Advisory, Financial Planning, Asset Management, Wealth Management, Retirement Planning, Estate Planning, Investments
Education
Penn State University
Dale J. Baker, CLU, ChFC's Virginia Asset Management Experience January 1995 - March 2010
Job BiCoastal Financial Group
Industry Insurance
Experience
Bi-Coastal Financial Group March 2010 - Present
Virginia Asset Management January 1995 - March 2010
Prudential Financial 1965 - 1994
Prudential Financial 1965 - 1994
Skills
Wealth, Estate Planning, Financial Advisory, Life Insurance, Long Term Care Insurance, Financial Services, Disability Insurance, Insurance, Finance, Succession Planning, Small Business, Sales, Financial Planning, Retirement Planning, Leadership, Banking
Education
University of Illinois at Urbana-Champaign 1960 — 1965
BS, Industrial Psychology
Bi-Coastal Financial Group March 2010 - Present
Virginia Asset Management January 1995 - March 2010
Prudential Financial 1965 - 1994
Prudential Financial 1965 - 1994
Skills
Wealth, Estate Planning, Financial Advisory, Life Insurance, Long Term Care Insurance, Financial Services, Disability Insurance, Insurance, Finance, Succession Planning, Small Business, Sales, Financial Planning, Retirement Planning, Leadership, Banking
Education
University of Illinois at Urbana-Champaign 1960 — 1965
BS, Industrial Psychology
Megan H. Benson Megan H. Benson's Virginia Asset Management Experience August 2009 - Present
Job Financial Advisor at Virginia Asset Management
Industry Financial Services
Experience
Virginia Asset Management August 2009 - Present
Wachovia, A Wells Fargo Company March 2008 - August 2009
RBC Royal Bank 2006 - 2007
Wachovia Securities, LLC February 2006 - October 2006
Education
East Carolina University - College of Business
Virginia Asset Management August 2009 - Present
Wachovia, A Wells Fargo Company March 2008 - August 2009
RBC Royal Bank 2006 - 2007
Wachovia Securities, LLC February 2006 - October 2006
Education
East Carolina University - College of Business
Christopher Taft Christopher Taft's Virginia Asset Management Experience January 2008 - April 2009
Job Business Development at Eventure Sports
Industry Financial Services
Experience
Capital Wealth Management November 2014 - Present
Live Hot Spot, Inc January 2012 - Present
Eventure Sports November 2014 - June 2015
UBS April 2012 - November 2014
Merrill Lynch September 2009 - April 2012
Virginia Asset Management January 2008 - April 2009
MB Real Estate June 2007 - August 2007
Skills
Marketing, Investments, Finance, Social Media, Microsoft Office, Financial Analysis, Strategic Planning, Financial Modeling, Microsoft Excel, Customer Service, Sales, Business Strategy
Education
University of Louisville MBA 2015 — 2017
Master of Business Administration (MBA)
University of Richmond - Robins School of Business 2005 — 2009
BS, Finance & Accounting
Kent School
Capital Wealth Management November 2014 - Present
Live Hot Spot, Inc January 2012 - Present
Eventure Sports November 2014 - June 2015
UBS April 2012 - November 2014
Merrill Lynch September 2009 - April 2012
Virginia Asset Management January 2008 - April 2009
MB Real Estate June 2007 - August 2007
Skills
Marketing, Investments, Finance, Social Media, Microsoft Office, Financial Analysis, Strategic Planning, Financial Modeling, Microsoft Excel, Customer Service, Sales, Business Strategy
Education
University of Louisville MBA 2015 — 2017
Master of Business Administration (MBA)
University of Richmond - Robins School of Business 2005 — 2009
BS, Finance & Accounting
Kent School
Carson McGuffin Carson McGuffin's Virginia Asset Management Experience January 2014 - January 2014
Job Securitized Products Trade Manager at Credit Suisse
Industry Financial Services
Experience
Credit Suisse November 2014 - Present
Virginia Asset Management January 2014 - January 2014
Pineno Levin & Ford July 2013 - December 2013
Stoneridge Swim & Racquet Club May 2009 - June 2013
Skills
Series 7, Series 63, Risk Analysis, MACROS, Data Analysis, P & L, Lean SIgma Yellow Belt, Microsoft Excel, Financial Analysis, Microsoft Office, PowerPoint, Statistics, Microsoft Word, English, Research, Teamwork, Photoshop, Social Media, Public Speaking, Leadership, Accounting, Auditing, International Economics, Environmental Economics, Urban Economics, Microeconomics, Agency MBS
Education
Randolph-Macon College 2010 — 2014
Bachelor of Science (BS), Economics
Credit Suisse November 2014 - Present
Virginia Asset Management January 2014 - January 2014
Pineno Levin & Ford July 2013 - December 2013
Stoneridge Swim & Racquet Club May 2009 - June 2013
Skills
Series 7, Series 63, Risk Analysis, MACROS, Data Analysis, P & L, Lean SIgma Yellow Belt, Microsoft Excel, Financial Analysis, Microsoft Office, PowerPoint, Statistics, Microsoft Word, English, Research, Teamwork, Photoshop, Social Media, Public Speaking, Leadership, Accounting, Auditing, International Economics, Environmental Economics, Urban Economics, Microeconomics, Agency MBS
Education
Randolph-Macon College 2010 — 2014
Bachelor of Science (BS), Economics
Jennifer St.Clair's Virginia Asset Management Experience March 2014 - Present
Job Administrative Assistant at Virginia Asset Management
Industry Financial Services
Experience
Virginia Asset Management March 2014 - Present
Conversion Geeks October 2013 - February 2014
HPCareer.net 2006 - 2008
Education
Northern Virginia Community College
Virginia Asset Management March 2014 - Present
Conversion Geeks October 2013 - February 2014
HPCareer.net 2006 - 2008
Education
Northern Virginia Community College
Bob Davis, CFP's Virginia Asset Management Experience March 2007 - Present
Job Financial Advisor at Virginia Asset Management
Industry Financial Services
Experience
Virginia Asset Management March 2007 - Present
Wachovia Bank June 1984 - February 2007
Education
Northwestern University - Kellogg School of Management 1979 — 1981
MBA, Finance/Health Care Administration
Vanderbilt University 1973 — 1977
BA, History
Virginia Asset Management March 2007 - Present
Wachovia Bank June 1984 - February 2007
Education
Northwestern University - Kellogg School of Management 1979 — 1981
MBA, Finance/Health Care Administration
Vanderbilt University 1973 — 1977
BA, History
Tiffany Estes's Virginia Asset Management Experience April 2007 - November 2007
Job Oracle Cloud Software Consultant at PwC Advisory
Industry Human Resources
Experience
PwC May 2015 - Present
KBACE Technologies April 2013 - April 2015
Technica Corporation October 2011 - April 2013
Arlington County Government October 2008 - October 2011
Hogan Lovells December 2007 - October 2008
Virginia Asset Management April 2007 - November 2007
DENSO Manufacturing, TN July 2006 - December 2006
Infineon/Qimonda June 2002 - July 2002
Skills
Compensation, Oracle Fusion HCM, Oracle Implementations, HRIS, Benefits Administration, Business Process..., Data Analysis, Performance Management, Cloud Applications, Oracle E-Business Suite, Microsoft Word, PowerPoint, Project Planning, Deferred Compensation, Microsoft Excel, Team Building, SharePoint, Oracle HR, Appreciative Inquiry, Outlook, Wikis, Social Media, Benefits Design, Policy Writing, Health Insurance, Costpoint, Process Redesign, Process Consulting, Word, Excel, Documentation, Fast Learner, Employee Wellness..., Process Management, Defined Benefit, SuccessFactors, Human Resources
Education
George Mason University 2010 — 2012
Master of Science, Organization Development & Knowledge Management
Maryville College 2003 — 2007
Bachelor of Arts, Business & Organizational Mgmt
DS Freeman High School 1999 — 2003
Advanced high school diploma
PwC May 2015 - Present
KBACE Technologies April 2013 - April 2015
Technica Corporation October 2011 - April 2013
Arlington County Government October 2008 - October 2011
Hogan Lovells December 2007 - October 2008
Virginia Asset Management April 2007 - November 2007
DENSO Manufacturing, TN July 2006 - December 2006
Infineon/Qimonda June 2002 - July 2002
Skills
Compensation, Oracle Fusion HCM, Oracle Implementations, HRIS, Benefits Administration, Business Process..., Data Analysis, Performance Management, Cloud Applications, Oracle E-Business Suite, Microsoft Word, PowerPoint, Project Planning, Deferred Compensation, Microsoft Excel, Team Building, SharePoint, Oracle HR, Appreciative Inquiry, Outlook, Wikis, Social Media, Benefits Design, Policy Writing, Health Insurance, Costpoint, Process Redesign, Process Consulting, Word, Excel, Documentation, Fast Learner, Employee Wellness..., Process Management, Defined Benefit, SuccessFactors, Human Resources
Education
George Mason University 2010 — 2012
Master of Science, Organization Development & Knowledge Management
Maryville College 2003 — 2007
Bachelor of Arts, Business & Organizational Mgmt
DS Freeman High School 1999 — 2003
Advanced high school diploma
Chad Scott Nystrom's Virginia Asset Management Experience September 2005 - Present
Job Financial Consulting Practice at Virginia Asset Management
Industry Financial Services
Experience
Virginia Asset Management September 2005 - Present
IBM 1980 - 1999
Skills
Financial Services, Securities, Finance, FINRA, Asset Management, Investments, Retirement Planning, Business Development, Small Business, Leadership, Risk Management, Estate Planning
Education
University of Richmond
Bachelor of Science, Business Administration and Management, General
Virginia Asset Management September 2005 - Present
IBM 1980 - 1999
Skills
Financial Services, Securities, Finance, FINRA, Asset Management, Investments, Retirement Planning, Business Development, Small Business, Leadership, Risk Management, Estate Planning
Education
University of Richmond
Bachelor of Science, Business Administration and Management, General
Peyton Woodard's Virginia Asset Management Experience June 2007 - March 2008
Job Senior Financial Analyst at ArborGen LLC
Industry Research
Experience
ArborGen LLC December 2013 - Present
Davenport & Company LLC August 2013 - Present
Davenport & Company LLC April 2013 - August 2013
Davenport & Company LLC January 2009 - April 2013
Davenport & Company LLC April 2008 - December 2008
Virginia Asset Management June 2007 - March 2008
Merrill Lynch May 2006 - August 2006
Skills
Investments, Financial Advisory, Securities, Financial Services, Corporate Finance, Asset Management, Asset Managment, Valuation, Series 7, Finance, Financial Modeling, Capital Markets, Portfolio Management, Equities, Financial Analysis
Education
James Madison University 2004 — 2007
Bachelor of Business Administration (BBA), Finance
ArborGen LLC December 2013 - Present
Davenport & Company LLC August 2013 - Present
Davenport & Company LLC April 2013 - August 2013
Davenport & Company LLC January 2009 - April 2013
Davenport & Company LLC April 2008 - December 2008
Virginia Asset Management June 2007 - March 2008
Merrill Lynch May 2006 - August 2006
Skills
Investments, Financial Advisory, Securities, Financial Services, Corporate Finance, Asset Management, Asset Managment, Valuation, Series 7, Finance, Financial Modeling, Capital Markets, Portfolio Management, Equities, Financial Analysis
Education
James Madison University 2004 — 2007
Bachelor of Business Administration (BBA), Finance
Amanda Whately's Virginia Asset Management Experience September 2010 - Present
Job Investment Specialist at Virginia Asset Management
Industry Financial Services
Experience
Virginia Asset Management September 2010 - Present
Northwestern Mutual December 2008 - September 2010
Clark Roofing and Siding Inc 2005 - 2007
Skills
Series 7
Education
Old Dominion University
Virginia Asset Management September 2010 - Present
Northwestern Mutual December 2008 - September 2010
Clark Roofing and Siding Inc 2005 - 2007
Skills
Series 7
Education
Old Dominion University
Jay Wolf, CTP's Virginia Asset Management Experience June 2003 - February 2006
Job Sr. Treasury Finance Analyst at Performance Food Group
Industry Financial Services
Experience
Performance Food Group January 2010 - Present
ChildFund International June 2009 - January 2010
Dominion Due Diligence Group (D3G) March 2009 - May 2009
Circuit City November 2008 - March 2009
Circuit City October 2007 - November 2008
StyleCraft Homes February 2006 - October 2007
Virginia Asset Management June 2003 - February 2006
Virginia Asset Management July 2002 - June 2003
Education
James Madison University 1998 — 2002
BBA, Finance
Performance Food Group January 2010 - Present
ChildFund International June 2009 - January 2010
Dominion Due Diligence Group (D3G) March 2009 - May 2009
Circuit City November 2008 - March 2009
Circuit City October 2007 - November 2008
StyleCraft Homes February 2006 - October 2007
Virginia Asset Management June 2003 - February 2006
Virginia Asset Management July 2002 - June 2003
Education
James Madison University 1998 — 2002
BBA, Finance
Jock Doyle, AFIS's Virginia Asset Management Experience September 2013 - September 2014
Job Marketing Representative at Lifestar Ambulance Service Inc.
Industry Marketing and Advertising
Experience
Lifestar Ambulance Service Inc. May 2015 - Present
Lifestar Ambulance Service Inc. 2015 - 2015
Lifestar Ambulance Service Inc 2015 - 2015
Lifestar Ambulance Service Inc 2015 - 2015
Virginia Asset Management September 2013 - September 2014
Virginia Asset Management 2013 - 2014
Virginia Farm Bureau October 2005 - September 2013
Southern Farm Bureau Life Insurance October 2005 - September 2013
Doyle and Doyle Farms January 1990 - October 2005
Skills
Insurance, Life Insurance, Property & Casualty..., Term Life Insurance, General Insurance, Workers Compensation, Underwriting, Commercial Insurance, Disability Insurance, Casualty, Risk Management, Liability, Fixed Annuities, Legal Liability, Long-term Care, Retirement Planning, Health Insurance
Education
Barton College 1999 — 2003
B. S., Criminal Justice and Criminology
Lifestar Ambulance Service Inc. May 2015 - Present
Lifestar Ambulance Service Inc. 2015 - 2015
Lifestar Ambulance Service Inc 2015 - 2015
Lifestar Ambulance Service Inc 2015 - 2015
Virginia Asset Management September 2013 - September 2014
Virginia Asset Management 2013 - 2014
Virginia Farm Bureau October 2005 - September 2013
Southern Farm Bureau Life Insurance October 2005 - September 2013
Doyle and Doyle Farms January 1990 - October 2005
Skills
Insurance, Life Insurance, Property & Casualty..., Term Life Insurance, General Insurance, Workers Compensation, Underwriting, Commercial Insurance, Disability Insurance, Casualty, Risk Management, Liability, Fixed Annuities, Legal Liability, Long-term Care, Retirement Planning, Health Insurance
Education
Barton College 1999 — 2003
B. S., Criminal Justice and Criminology
Jones, Debbie's Virginia Asset Management Experience October 1994 - Present
Job Office Manager at Virginia Asset Management
Industry Financial Services
Experience
Virginia Asset Management October 1994 - Present
Education
John Tyler Community College
Associate's Degree
Virginia Commonwealth University - School of Business
Bachelor's Degree, Accounting
Virginia Asset Management October 1994 - Present
Education
John Tyler Community College
Associate's Degree
Virginia Commonwealth University - School of Business
Bachelor's Degree, Accounting
Mallory Harris's Virginia Asset Management Experience October 2008 - October 2009
Job Team Leader at Maitland
Industry Financial Services
Experience
Maitland January 2011 - Present
Virginia Asset Management October 2008 - October 2009
Genworth Financial January 2007 - October 2008
Skills
Finance, Bloomberg, Derivatives, Asset Management, Hedge Funds, Valuation, Financial Reporting, Asset Allocation, Portfolio Management, Alternative Investments, Fund Accounting, Fund Of Funds, Fund Administration, Account Reconciliation, Private Equity, Financial Accounting, Due Diligence, Investor Relations
Education
Virginia Commonwealth University 2003 — 2006
Bachelor of Science (BS), Finance, General
Radford University 2001 — 2003
Maitland January 2011 - Present
Virginia Asset Management October 2008 - October 2009
Genworth Financial January 2007 - October 2008
Skills
Finance, Bloomberg, Derivatives, Asset Management, Hedge Funds, Valuation, Financial Reporting, Asset Allocation, Portfolio Management, Alternative Investments, Fund Accounting, Fund Of Funds, Fund Administration, Account Reconciliation, Private Equity, Financial Accounting, Due Diligence, Investor Relations
Education
Virginia Commonwealth University 2003 — 2006
Bachelor of Science (BS), Finance, General
Radford University 2001 — 2003
Brian Bonnesen, CAIA's Virginia Asset Management Experience February 2010 - May 2010
Job Risk Management Davidson Kempner
Industry Financial Services
Experience
Davidson Kempner Capital Management May 2015 - Present
Goldman Sachs February 2013 - May 2015
Deloitte September 2011 - February 2013
Gibson Volatility Management October 2010 - April 2011
Virginia Asset Management February 2010 - May 2010
Archer Daniels Midland Company May 2009 - July 2009
Skills
Structured Products
Education
University of Richmond - Robins School of Business 2007 — 2011
BSBA, Finance & Marketing
Davidson Kempner Capital Management May 2015 - Present
Goldman Sachs February 2013 - May 2015
Deloitte September 2011 - February 2013
Gibson Volatility Management October 2010 - April 2011
Virginia Asset Management February 2010 - May 2010
Archer Daniels Midland Company May 2009 - July 2009
Skills
Structured Products
Education
University of Richmond - Robins School of Business 2007 — 2011
BSBA, Finance & Marketing
Brian Steiner's Virginia Asset Management Experience October 2003 - January 2007
Job Director of Sales at Fastpath, Inc.
Industry Computer Software
Experience
Fastpath, Inc. August 2014 - July 2015
Pentana Inc. July 2012 - July 2014
Pentana, Inc June 2008 - July 2012
Ellsworth Architectural Products January 2007 - June 2009
Virginia Asset Management October 2003 - January 2007
Skills
Sales Management, Business Strategy, Sales Process, Professional Services, Governance, Account Management, Salesforce.com, Solution Selling, Sales, New Business Development, Internal Audit, Risk Assessment, Enterprise Risk..., Risk Management, Financial Risk, Strategic Planning, Sarbanes-Oxley Act, Management, Consulting, Business Process
Education
University of Richmond - Robins School of Business 1999 — 2003
Finance and Marketing
Fastpath, Inc. August 2014 - July 2015
Pentana Inc. July 2012 - July 2014
Pentana, Inc June 2008 - July 2012
Ellsworth Architectural Products January 2007 - June 2009
Virginia Asset Management October 2003 - January 2007
Skills
Sales Management, Business Strategy, Sales Process, Professional Services, Governance, Account Management, Salesforce.com, Solution Selling, Sales, New Business Development, Internal Audit, Risk Assessment, Enterprise Risk..., Risk Management, Financial Risk, Strategic Planning, Sarbanes-Oxley Act, Management, Consulting, Business Process
Education
University of Richmond - Robins School of Business 1999 — 2003
Finance and Marketing
Craig Archibald's Virginia Asset Management Experience January 2011 - January 2011
Job Assistant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors May 2012 - Present
Medco October 2011 - June 2012
Montclair Kimberley Academy June 2006 - August 2011
Virginia Asset Management January 2011 - January 2011
Skills
Budgeting, Inventory Management, Microsoft Office, Excel, PowerPoint, Outlook, Word, Data Entry, Microsoft Excel, Microsoft Word
Education
University of Richmond 2007 — 2011
Bachelor of Science, Business Administration; Accounting; Finance
AXA Advisors May 2012 - Present
Medco October 2011 - June 2012
Montclair Kimberley Academy June 2006 - August 2011
Virginia Asset Management January 2011 - January 2011
Skills
Budgeting, Inventory Management, Microsoft Office, Excel, PowerPoint, Outlook, Word, Data Entry, Microsoft Excel, Microsoft Word
Education
University of Richmond 2007 — 2011
Bachelor of Science, Business Administration; Accounting; Finance
Martha D. Osborne's Virginia Asset Management Experience May 2011 - Present
Job Financial Advisor at Virginia Asset Management
Industry Financial Services
Experience
Virginia Asset Management May 2011 - Present
Skills
Financial Planning, Risk Management, Investments, Financial Analysis, Retirement Planning, Budgeting, Business Planning, Series 7, Series 66
Education
Université de Rouen 2009 — 2010
DELF B2
University of Virginia 2005 — 2009
B.A.
Virginia Asset Management May 2011 - Present
Skills
Financial Planning, Risk Management, Investments, Financial Analysis, Retirement Planning, Budgeting, Business Planning, Series 7, Series 66
Education
Université de Rouen 2009 — 2010
DELF B2
University of Virginia 2005 — 2009
B.A.
Shannon Thrift's Virginia Asset Management Experience 2010 - May 2011
Job Compliance Officer
Industry Financial Services
Experience
Capitol Securities Management Inc. May 2011 - Present
Virginia Asset Management 2010 - May 2011
Chili's Grill & Bar 2009 - 2010
Chili's Grill & Bar 2003 - 2009
Fort A.P. Hill 2000 - 2002
Education
Randolph-Macon College 2002 — 2007
BA, English
St. Margaret's School 1998 — 2002
High School Diploma
Capitol Securities Management Inc. May 2011 - Present
Virginia Asset Management 2010 - May 2011
Chili's Grill & Bar 2009 - 2010
Chili's Grill & Bar 2003 - 2009
Fort A.P. Hill 2000 - 2002
Education
Randolph-Macon College 2002 — 2007
BA, English
St. Margaret's School 1998 — 2002
High School Diploma
Alex Lohr's Virginia Asset Management Experience March 2012 - July 2012
Job Senior Internal Wholesaler at Transamerica
Industry Financial Services
Experience
Transamerica January 2015 - Present
Transamerica September 2012 - Present
Virginia Asset Management March 2012 - July 2012
Karn Custom Woodwork June 2011 - October 2011
RBC Wealth Management May 2010 - August 2010
Skills
Strategic Financial..., Investments, Financial Analysis, Retirement Planning, Microsoft Excel, Wealth Management, Estate Planning, Business Analysis, Business Planning, Business Services, Business Strategy
Education
Hampden-Sydney College 2007 — 2011
B.A., English
St. Christopher's School 2002 — 2007
Transamerica January 2015 - Present
Transamerica September 2012 - Present
Virginia Asset Management March 2012 - July 2012
Karn Custom Woodwork June 2011 - October 2011
RBC Wealth Management May 2010 - August 2010
Skills
Strategic Financial..., Investments, Financial Analysis, Retirement Planning, Microsoft Excel, Wealth Management, Estate Planning, Business Analysis, Business Planning, Business Services, Business Strategy
Education
Hampden-Sydney College 2007 — 2011
B.A., English
St. Christopher's School 2002 — 2007
Ryan Modi's Virginia Asset Management Experience December 2009 - Present
Job Business Coordinator at Virginia Asset Management
Industry Financial Services
Experience
Virginia Asset Management December 2009 - Present
Education
Christopher Newport University 2005 — 2009
Bachelor of Science (BS), Business Administration, Economics
Virginia Asset Management December 2009 - Present
Education
Christopher Newport University 2005 — 2009
Bachelor of Science (BS), Business Administration, Economics
Bryan Kress's Virginia Asset Management Experience May 2013 - July 2013
Job Student at University of North Carolina at Chapel Hill
Industry Financial Services
Experience
Virginia Asset Management May 2013 - July 2013
Skills
Accounting, Account Management, Finance, Corporate Finance, Probability Theory, Calculus, DCF Valuation, Macroeconomics, Microeconomics
Education
University of North Carolina at Chapel Hill 2011 — 2015
Economics, GPA: 3.20
Virginia Asset Management May 2013 - July 2013
Skills
Accounting, Account Management, Finance, Corporate Finance, Probability Theory, Calculus, DCF Valuation, Macroeconomics, Microeconomics
Education
University of North Carolina at Chapel Hill 2011 — 2015
Economics, GPA: 3.20