Wachovia Asset Management
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Wachovia Asset Management Employees
CertusWealth September 2012 - Present
The London Company April 2008 - September 2012
Tanglewood Asset Management, LLC February 2003 - March 2008
First Citizens Bank and Trust Company, Inc. April 2002 - February 2003
Wachovia Asset Management May 1995 - April 2002
NationsBank of North Carolina, NA March 1993 - May 1995
Wachovia Bank of North Carolina, N.A. March 1986 - March 1993
VMI Foundation, Inc. August 1984 - March 1986
United States Marine Corps May 1980 - August 1984
Skills
Portfolio Management, Investment Management, Customer Service, Manage Client..., Sales & Marketing, Team Building, Presentations, Organization, Leadership, Microsoft Office, Asset Management, Investments, Asset Allocation, Equities
Education
James Madison University 1985 — 1986
Graduate Business School
Virginia Military Institute 1976 — 1980
Bachelor of Science (BS), Chemistry
Wells Fargo December 2000 - Present
Wachovia Asset Management April 1999 - December 2000
Skills
Asset Allocation, Alternative Investments, Wealth Management, Portfolio Management, Asset Management, Investments, Mutual Funds, Investment Advisory, Equities, Financial Planning, Investment Strategies, Financial Analysis, Fixed Income, Investment Management, Finance
Education
Guilford College 1992 — 1996
BS, Management
Franklin Street Partners November 2010 - Present
Greenbriar Consulting, LLC November 2009 - November 2010
The Citadel Foundation March 2009 - October 2009
Greenbriar Consulting, LLC January 2008 - March 2009
Wachovia Trust Nonprofit and Philanthropic Services Group June 2002 - January 2007
Wachovia Asset Management January 1998 - December 2001
Wachovia Asset Management January 1996 - December 1998
Wachovia Asset Management June 1982 - December 1996
Skills
Asset Management, Wealth Management, Asset Managment, Retirement Planning, Nonprofits, Portfolio Management, Investments, Mutual Funds, Strategy, Investment Strategies, Asset Allocation, Estate Planning, Philanthropy, Charities, Leadership, Investment Management, Strategic Planning, Fundraising
Education
East Carolina University
Bachelor of Science
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
None, Graduate of Executive Institute - UNC Graduate School of Business
Seix Investment Advisors LLC July 2003 - Present
Evergreen Investments January 2002 - July 2003
Wachovia Asset Management September 1998 - January 2002
Wachovia Bank, N.A. October 1994 - September 1998
Integon Corporation October 1991 - October 1994
Skills
Fixed Income, Portfolio Management, Trading, Bonds, Mutual Funds, Investments, Securities, Asset Management
Education
University of North Carolina at Greensboro 1996 — 1999
Master of Business Administration (M.B.A.)
Elon University 1987 — 1991
Bachelor of Science (B.S.), Business Administration-Finance
KHM Investments January 2007 - Present
Lincoln Investment December 1999 - August 2004
Wachovia Asset Management September 1997 - December 1999
Skills
Finance, Investments, Portfolio Management, Accounting, Financial Analysis, Retirement Planning, Wealth Management, Financial Modeling, Asset Managment, Valuation, International Trade
Education
Temple University 1990 — 1998
B.S., Finance
Central High School 1988 — 1992
Satuit Technologies, Inc. December 2004 - Present
Oracle Corporation June 2000 - November 2004
Wachovia Asset Management September 1996 - June 2000
Skills
Solution Selling, SaaS, Sales, CRM, Business Development, Selling, Asset Managment
Education
Nichols College 1987 — 1991
BA, Marketing
Entac Medical LLC August 2011 - Present
The Lyons Share Group LLC September 2005 - Present
arGentis Pharmaceuticals Inc. August 2006 - September 2008
Stanford Group Company 2003 - 2005
Morgan Keegan August 2001 - July 2003
Wachovia Asset Management 1995 - 1999
Policy Management Systems Corp 1984 - 1988
Policy Management Systems Corp 1984 - 1988
Skills
Biotechnology, Strategy, Start-ups, Medical Devices, Pharmaceutical Industry, Clinical Development, Clinical Trials, Oncology, FDA, Business Development, Valuation, Leadership, Biopharmaceuticals, Equities, Portfolio Management, Investments, Strategic Planning, Healthcare, Finance
Education
Duke University - The Fuqua School of Business 1988 — 1990
MBA, Investment Finance
University of South Carolina - Darla Moore School of Business 1980 — 1984
B.S., Finance and Business Economics
Wells Fargo March 2010 - Present
Wachovia December 2001 - March 2010
Wachovia Asset Management March 1998 - December 2001
Wachovia Asset Management September 1991 - March 1998
Skills
Portfolio Management, Investments, Asset Management, Wealth Management, Equities, Asset Allocation, Mutual Funds, Investment Management, Client Relations, Investment Advisory
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1989 — 1991
MBA, Investments
Rutgers University-New Brunswick 1982 — 1986
BA, English Lit, Classical Humanities
KeyBank September 2014 - Present
Key Bank January 2011 - February 2015
Key Bank July 2009 - February 2011
National City 2003 - June 2009
Wachovia / Evergreen Private Asset Mgmt 2002 - 2002
Evergreen Private Asset Management 2002 - 2002
Wachovia Asset Management 1999 - 2001
Skills
Securities, Equities, Investments, Investment Management, Leadership, Fixed Income, Wealth Management, Portfolio Management, Asset Allocation, Equity Research, Derivatives
Education
University of Rochester 1989 — 1991
MA, Economics, Finance
Wake Forest University 1985 — 1989
BS, Mathematical Economics
self-employed Financial analystAllianz Global investorsJanuary 1999 - March 2002
Kaufmann Fund January 1999 - December 1999
wachovia asset management January 1998 - January 1999
Motorola Solutions May 1996 - August 1996
Nortel Networks, Bell Northern Research January 1988 - August 1995
Skills
Investments, Equities, Portfolio Management, Mutual Funds, Asset Management, Financial Analysis, Risk Management, Securities
Education
university of Chicago GSB 1995 — 1997
Master of Business Administration (MBA), analytical finance
North Carolina State University 1990 — 1994
Computer Science and Economics -part time
Purdue University 1982 — 1986
Bachelor of Science (BS), Electrical and Electronics Engineering
USDA October 2007 - Present
AARP May 2004 - October 2007
Wachovia Asset Management June 1998 - July 2002
Skills
Community Outreach, Data Analysis, Government, Legislative Relations, Policy, Policy Analysis, Politics, Program Evaluation, Public Health, Public Policy, Public Speaking, Qualitative Research, Research
Education
The George Washington University 2002 — 2004
Master of Public Policy
Illinois Wesleyan University 1994 — 1998
Bachelor of Arts, English, Religion