Wachovia Wealth Management
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Wachovia Wealth Management Employees
Wells Fargo Private Bank August 2011 - Present
Wells Fargo Private Bank (successor to Wachovia Bank) July 2009 - August 2011
Wachovia Wealth Management June 2004 - July 2009
Wachovia Wealth Management August 2002 - June 2004
Bank of America Private Bank (successor to Barnett Bank) January 1997 - August 2002
Barnett Banks Inc September 1994 - August 1997
Barnett Banks, Inc. September 1991 - September 1994
Barnett Bank of Florida April 1984 - September 1991
Skills
Investments, Insurance, Trusts, Credit, Team Leadership, Financial Services, Banking, Risk Management, Strategic Financial..., Strategy, Wealth Management, Finance, Financial Advisory, Leadership, Wealth Management..., Private Banking, Series 7, Management
Education
University of Florida - Warrington College of Business Administration 1982 — 1984
BSBA, Finance and Insurance
Clemson University 1980 — 1982
BNY Mellon Wealth Management September 2013 - Present
SunTrust Private Wealth Management November 2011 - September 2013
Wachovia Wealth Management December 2008 - November 2011
Wachovia Securities, LLC June 2003 - December 2008
JPMorgan Chase December 1999 - May 2003
Skills
Retirement Planning, Strategic Financial..., Investments, Wealth Management, Risk Management, Training, Portfolio Management, Finance, Wealth, Small Business, Investment Strategies, Management, Commercial Lending, Loans, Estate Planning, Investment Management, Private Banking, Wealth Management..., Mutual Funds, Series 7, Financial Planning
Education
Florida Southern College 1992 — 1996
Bachelor of Science, Psychology
University of South Florida
Financial Planning
Raymond James 2013 - Present
BMO Private Bank 2008 - 2013
Citi Private Bank 2006 - 2008
Wachovia Wealth Management 2001 - 2006
Merrill Lynch Investment Managers 1994 - 2001
MacKay Shields 1989 - 1994
Goldman Sachs 1987 - 1989
Skills
Portfolio Management, Wealth Management, Asset Allocation, Equities, Investments, Securities, Trading, Investment Strategies, Fixed Income, Alternative Investments, Investment Management, Wealth Management..., Investment Advisory, Financial Advisory, Asset Management, High Net Worth..., Financial Markets, Technical Analysis, Mutual Funds, Bonds, Bloomberg, Equity Research, Private Banking, Personal Financial..., Series 7, Series 63, Series 65, Tactical Asset..., Risk Management, Finance, Hedge Funds, ETFs, Hedging, Capital Markets
Education
New York University - Leonard N. Stern School of Business 1992 — 1997
MBA, Finance
Fairfield University 1983 — 1987
BS, Finance
Kravco Company LLC June 2011 - Present
Citi Private Bank 2010 - 2011
Wachovia Wealth Management 2007 - 2010
ARAMARK March 2003 - September 2007
Skills
Office Management, Event Management, Outlook, Administrative..., Event Planning, Social Media, Process Scheduler, Relocation, Office Administration, Travel Arrangements, Sellers, Notary Public, Leases, Calendaring, Project Management, Contract Negotiation, Public Relations, Management, Onboarding, Human Resources, PowerPoint, Microsoft Office, Customer Service, Microsoft Excel
Education
University of Phoenix 2003 — 2005
Business Administration, Management and Operations
Lansdale School of Business 1997 — 1999
Schmidt Companies & Schmidt Family Foundation April 2015 - Present
Rimar Properties at Del Mar LLC February 2014 - Present
MCC Financial Consulting February 2010 - Present
Commercial Real Estate Women (CREW), Orlando January 2004 - January 2011
Mercantile Bank September 2008 - January 2010
Leadership Winter Park 2009 - 2010
Wachovia Wealth Management January 2002 - September 2008
Regent Hotel & Casino March 1999 - May 2001
Fiesta Casino & Hotel May 1997 - February 1999
Hard Rock Hotel & Casino - Las Vegas May 1995 - April 1997
Skills
Strategic Financial..., Banking, Insurance, Finance, Marketing Strategy, Small Business, Investments, Small Business Lending, Retirement Planning, Management, Budgets, Strategic Partnerships, Commercial Banking, Loans, Team Building, Leadership, Commercial Lending, Risk Management, CRM, Wealth Management..., Credit, Financial Services, Wealth Management, Advertising, Real Estate, Sales, Business Development, Underwriting, Treasury Management, Retirement, Private Banking, Financial Advisory, Financial Analysis, Credit Analysis, Asset Management, Wealth, Portfolio Management, Accounting, Mortgage Lending, Sales Management, Series 7, Marketing Communications, Internal Controls, Investment Management, Mutual Funds, Fixed Annuities, Series 63, Cash Management, Consumer Lending, Loan Origination
Education
Winter Park Leadership Class XX 2010 — 2011
Leadership, Organizational Leadership
University of Nevada Las Vegas Lee Business School 1985 — 1990
Accounting, Business Administration Dual Major- Finance & Accounting
Atlantic Foundation for the Performing Arts 1970 — 1978
Ballet dancer, Dance
Bank of America Merrill Lynch 2012 - Present
Merrill Lynch 2009 - 2012
Vantage Point Advisors 2008 - 2008
Wachovia Wealth Management 2005 - 2007
Oppenheimer & Co. 1997 - 2005
Oppenheimer & Co. 1997 - 2005
Oppenheimer & Co. 1997 - 2001
Oppenheimer & Co. 1988 - 1997
Skills
Defined Contribution, Due Diligence, Asset Allocation, Investment Strategies, Institutional..., Equities, Fixed Income, International Strategies, Wealth Management, Portfolio Management, Asset Management, Series 7, Series 9 &10, Series 63, Series 65, Licensed to Sell..., Certified Financial..., 401k, Alternative Investments, Investment Management
Education
Drexel University
Bachelor of Science (B.S.), Commerce and Engineering
SunGate Capital LLC January 2015 - Present
Prosperity Venture Partners January 2014 - Present
Synergy Trust Company July 2013 - Present
Piedmont Capital Management July 2010 - December 2013
Piedmont Trust Company July 2009 - December 2013
Calibre / Wells Fargo Family Wealth April 2006 - June 2009
Wachovia Wealth Management 2000 - 2006
Skills
Change Leadership, Business Strategy, Strategic Consulting, Strategic Planning, Governance, Wealth Management, Investments, Marketing Strategy, Finance, Strategic Financial..., Leadership, Financial Analysis, Coaching, Management Consulting, Estate Planning, Alternative Investments, Wealth Management..., Wealth, Investment Advisory, Strategy, CRM, Portfolio Management, Management, Mergers & Acquisitions, High Net Worth..., Asset Allocation, Change Management, Financial Planning, Private Equity, Asset Management, Strategic Partnerships, Consulting
Education
Wake Forest University 1984 — 1988
Bachelor of Science, Babcock School of Management
The London School of Economics and Political Science (LSE) 1991 — 1991
European Economic Integration
College for Financial Planning 1997 — 1998
CFP, Financial Planning
Sumitomo Mitsui Banking Corporation May 2013 - Present
Banco Santander October 2009 - October 2012
Merrill Lynch July 2007 - December 2008
Merrill Lynch June 2006 - August 2006
Citi July 2005 - August 2005
Wachovia Securities June 2005 - July 2005
Wachovia Wealth Management June 2004 - August 2004
Skills
Valuation, Financial Modeling, Sell Side, Equity Research, Equities, Investment Banking, Bloomberg, Investments, Private Equity, Corporate Finance, Alternative Investments, Finance, Mergers & Acquisitions, Financial Analysis, Banking, Analysis, Risk Management
Education
Boston College 2003 — 2007
BS in Management, Honors, Finance, Corporate Reporting & Analysis
Boston College, Carroll School of Management 2003 — 2007
B.Sc, Management; Finance and Corporate Reporting & Analysis
American School of Warsaw 2001 — 2003
HS
SunTrust Bank December 2007 - Present
Wachovia Wealth Management 2003 - 2007
Collins Brown Caldwell 2002 - 2003
Skills
High Net Worth..., Estate Planning, Trusts, Trust Services, Wealth Management, Private Banking, Estate Tax Planning, Succession Planning, Strategic Financial..., Trust Management, Private Wealth..., Asset Protection, Tax
Education
University of Florida - Fredric G. Levin College of Law 2001 — 2002
LLM, Taxation
Widener University School of Law 1991 — 1994
JD, Law
Temple University 1987 — 1990
BA, Political Science
Abbot Downing March 2015 - Present
Abbot Downing January 2013 - March 2015
Abbot Downing November 2010 - December 2012
Wells Fargo August 2009 - October 2010
Wachovia Wealth Management June 2006 - August 2009
Wachovia Wealth Management September 2003 - May 2006
Skills
Asset Management, Portfolio Management, Wealth Management, Investments, Equities, Financial Analysis, Investment Strategies, Asset Allocation, Financial Planning, Financial Services
Education
University of North Carolina at Chapel Hill 2013 — 2015
Master of Business Administration (MBA) Candidate, Concentration in Investment Management
Florida State University 1998 — 2003
Bachelor of Science (B.S.), Finance, Minor Computer Science
Passed Level II of the CFA Program
TowneBank Mortgage September 2013 - Present
Wells Fargo August 2003 - September 2013
Wachovia 1998 - 2003
Wachovia Wealth Management 1996 - 2003
Skills
Mortgage Lending, Refinance, Investment Properties, Real Estate, Wealth Management, Mortgage Banking, FHA, Loan Origination, Loans, Residential Mortgages, Credit, VA loans, FHA financing, USDA, Credit Analysis, Construction Loans, Certified Mortgage..., Government Loans, Mortgage Underwriting, Banking, Commercial Lending, Consumer Lending, Certified Financial..., Real Estate Financing, Mortgage Servicing, Underwriting, Home Equity Lines of..., First Time Home Buyers, Small Business Lending, Loan Servicing, Non-Conforming, Loss Mitigation, Investments, REO, Real Estate Economics, Foreclosures, FHA Financing, VA Loans
Education
Queens University of Charlotte 2002 — 2003
CFP, College of Financial Planning
Clemson University 1987 — 1991
BS, Business Administration
U.S. Trust June 2013 - Present
U.S. Trust February 2006 - Present
Wachovia Wealth Management January 2001 - January 2006
Morgan Stanley Dean Witter March 1998 - November 1999
Skills
Asset Allocation, Alternative Investments, Wealth Management, Portfolio Management, Asset Managment, Hedge Funds, Equities, Investment Advisory, Estate Planning, Strategic Financial..., High Net Worth..., Trust Services, Private Equity, Finance, Asset Management, Investment Management, Investment Strategies, Investments, Mutual Funds
Education
Mount St. Mary's University 1995 — 1997
MBA, Business
Mount St. Mary's University 1991 — 1995
BA, Political Science
Loyola Blakefield 1987 — 1991
HS
Comerica Bank September 2014 - Present
Comerica Bank November 2010 - September 2014
Whitney National Bank March 2009 - November 2010
Wachovia Wealth Management October 2004 - March 2009
Bank of America November 1999 - October 2004
Bank of America June 1995 - November 1999
Texas Commerce Bank May 1984 - May 1995
Skills
Commercial Lending, Banking, Portfolio Management, Wealth Management, Financial Services, Private Banking, Loans, Wealth, Financial Analysis, Investments, Commercial Banking, Securities, Small Business Lending, Mutual Funds, Series 7, Equities, Fixed Income, Credit Analysis
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1982 — 1984
MBA, Finance, Accounting & Economics
Washington and Lee University 1974 — 1978
BS, Business Administration
St. John's School 1970 — 1974
Waterfront Yacht Sales April 2015 - Present
Gilman Yachts of Fort Lauderdale January 2012 - April 2015
Comerica May 2009 - November 2011
Family First Financial Planning January 2008 - December 2008
Calibre, Wachovia Family Office January 2006 - June 2007
Wachovia Wealth Management September 1998 - January 2006
Barnett Banks January 1984 - September 1998
Skills
Wealth Management, Private Banking, Wealth Management..., Asset Allocation, Banking, Loans, Finance, Estate Planning, Financial Services, Strategy, High Net Worth..., Investment Management
Education
University of Florida - Warrington College Of Business 1979 — 1983
Bachelor of Science in Business Administration, Finance Major
ConnectYourCare July 2013 - Present
Miles & Stockbridge P.C. April 2012 - July 2013
Innurvation, Inc July 2006 - June 2010
Wachovia Wealth Management 2004 - 2006
Thomas & Libowitz, P.A. 2001 - 2006
Wheat First Securities 1992 - 1993
Skills
Estate Planning, General Corporate, Start-ups, Tax, Investments, Securities, Contract Negotiation, Corporations, Licensing, Real Estate Transactions, Corporate Law, Litigation, Small Business, Legal Writing, Civil Litigation, Legal Research, Strategic Planning, Mergers & Acquisitions, Due Diligence
Education
University of Baltimore School of Law 1999 — 2002
JD, business law & taxation
Hobart and William Smith Colleges 1986 — 1990
BA, English Language and Literature/Letters
St Pauls School for Boys 1974 — 1986
High School Diploma, College Prep
Wells Fargo Private Bank October 2010 - Present
RegentAtlantic Capital, LLC January 2010 - October 2010
Wachovia Wealth Management May 2008 - February 2010
Geller & Co. June 2007 - October 2007
The MDE Group, Inc October 2000 - June 2007
Education
Rutgers University School of Law - Newark 2005 — 2009
JD, Law
Bucknell University 1995 — 1999
BA, Economics
The Mercersburg Academy
College Prep
Farmers & Merchants Bank of Long Beach September 2014 - Present
Wells Fargo February 2014 - August 2014
Home Services Lending, LLC October 2011 - January 2014
Bank of America November 2009 - October 2011
Wachovia Wealth Management 2008 - 2009
Wilmington Trust 2006 - 2008
Northern Trust 2004 - 2006
WTAS 2003 - 2004
Skills
Non-profit Board..., Endowment Funds, Credit Analysis, Strategic Planning, Business Development, Mortgage Lending, Real Estate, Investment Properties, Banking, Investments, Credit, Financial Analysis, Finance, Portfolio Management, Loan Origination
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1990 — 1992
MBA, Strategic Management
Cal Poly Pomona 1983 — 1988
BS, Finance
Wells Fargo Private Bank January 2009 - Present
Wachovia Wealth Management September 2001 - January 2009
First Union May 1996 - August 2001
Skills
Certified Financial..., Wealth Management..., Consumer Lending, Commercial Lending, Estate Planning, Asset Allocation, Investment Advisory, Series 7 License, Life Insurance License, Investments, Mortgage Lending, Uniform Combined State..., Private Banking, Series 7, Retirement Planning, Series 63, High Net Worth..., Life Insurance, Investment Strategies, Wealth, Securities, Portfolio Management, Finance
Education
Palm Beach Atlantic University
Bachelor of Science
B/E Aerospace September 2014 - Present
B/E Aerospace - Seating Products April 2012 - September 2014
B/E Aerospace - Seating Products May 2010 - March 2012
Crobar Creative Leverage November 2006 - November 2008
Rheem Air Conditioning - Replacement Parts Division January 2005 - November 2006
Wachovia Wealth Management June 2003 - August 2004
Amarr Garage Doors October 1998 - December 2001
Skills
Marketing, Product Development, Sales, Strategic Planning, Management, Advertising, Account Management, Team Building
Education
High Point University 2002 — 2003
MBA
Western Carolina University 1993 — 1997
Raymond James Bank April 2015 - Present
Transamerica Retirement Solutions April 2012 - April 2015
Merrill Lynch July 2010 - January 2013
Lighthouse of Pinellas October 2012 - October 2012
UPARC Foundation October 2007 - October 2012
BB&T Wealth Management October 2007 - July 2010
BOD of The Arts Center 2007 - 2009
Wachovia Wealth Management November 2006 - October 2007
Bank of America August 1981 - October 2006
Barnett bank of PINELLAS 1978 - 1981
Skills
Wealth Management, Series 7, Estate Planning, Retirement Planning, Portfolio Management, Commercial Lending, Investments, Strategic Financial..., Wealth Management..., Investment Advisory, Loans, Banking, High Net Worth..., Wealth, Retirement
Education
Florida Southern College 1979 — 1981
BS, Finance / Psychology
Tradewinds Engine Services, LLC. July 2005 - Present
Wachovia Wealth Management 2002 - 2005
Cav-Air, Inc. 1999 - 2002
Skills
Wealth Management, Certified Financial..., Contract Negotiation, Airlines, Mergers & Acquisitions, Financial Reporting, Commercial Aviation, Aircraft, Aerospace, Due Diligence, Accounting, Executive Management, Aircraft Maintenance, Auditing
Education
College for Financial Planning 1996 — 1998
Certified Financial Planner, Financial Planning and Services
Florida State University - College of Business 1980 — 1985
Bachelor of Science, Finance
Wachovia Wealth Management September 2006 - Present
Grant Thornton, LLP 2005 - 2006
WTAS, Inc. December 2003 - August 2005
Education
Palm Beach Atlantic University
MBA, Finance
Palm Beach Atlantic University
B.S., Accounting and Finance
PNC Wealth Management 2008 - Present
Wachovia Wealth Management December 2001 - April 2008
First Union August 1988 - December 1998
Education
University of Delaware 1964 — 1970
BA - 1967, MA - 1970, Spanish and French Languages and Literature
University of Delaware 1964 — 1970
Bachelor's degree 1967 and Master's degree 1970, Spanish and French Language and Literature
Bare Necessities May 2012 - Present
LUV4HUMANity October 2009 - Present
Wells Fargo Private Bank January 2010 - October 2011
Wells Fargo Private Bank November 2006 - January 2010
Wachovia Wealth Management August 2005 - November 2006
Wachovia Bank June 2002 - August 2005
Skills
Wealth Management
Education
University of Connecticut 1998 — 2002
BS, Finance, Spanish
James Caldwell High School 1994 — 1998
Apollo Wealth Management, Ltd. June 2004 - Present
Arcadia University, Ursinus College, Moravian College, Cedar Crest College and Montco CC September 2002 - December 2008
Wachovia Wealth Management January 2004 - June 2004
AMG National Trust Bank September 1996 - December 2003
Skills
Estate Planning, Financial Planning, Investments, Wealth Management, Tax, Retirement, Asset Management, Insurance, Retirement Planning, Investment Advisory, Portfolio Management, Asset Allocation, Mutual Funds, 401k, Succession Planning, Securities, Risk Management, Employee Benefits, Long Term Care, Financial Analysis, Public Speaking, Small Business, Disability Insurance, Investment Strategies, Bonds, Strategic Financial..., Finance, Corporate Finance, Wealth, Financial Advisory, Investment Management
Education
Montclair State University 1998 — 2000
MBA, Finance
Penn State University 1990 — 1994
BS, Economics
College for Financial Planning
CFP® (Certified Financial Planner)
TD Bank May 2014 - Present
TD Wealth Management July 2013 - May 2014
WHM Capital Advisors January 2013 - June 2013
WHM Capital Advisors 864-918-4291 May 2011 - January 2013
SunTrust Bank September 2006 - April 2011
Wachovia Wealth Management September 2004 - August 2006
Skills
Commercial Lending, Wealth Management..., Investment Banking, Credit Analysis, Commercial Banking, Small Business Lending, Portfolio Management, Investments, Asset Allocation
Education
University of North Carolina at Chapel Hill 1982 — 1986
BA, Economics
HM Properties August 2013 - Present
Charlotte Roofing Specialists , LLC April 2010 - August 2013
Wachovia Wealth Management January 2008 - April 2010
Skills
Real Estate
Education
University of North Carolina at Chapel Hill 1998 — 2002
Relationship Velocity 2014 - April 2015
The Centers. December 2013 - July 2014
Fiduciary Trust International 2008 - 2012
Wachovia Wealth Management 2005 - 2008
Bank of America 2004 - 2005
Merrill Lynch 1993 - 2002
Skills
Relationship Management, Wealth Management..., Business Development, Mergers & Acquisitions, Trusts, Investment Advisory, Portfolio Management, Wealth Management, Financial Planning, Executive Management, Strategic Planning
Education
Lynchburg College
Bachelor's degree, Lynchburg, VA
Westminster School
Simsbury, CT
Primerica March 2012 - Present
Renegar-Driggers Machinery 2008 - Present
MacKenzie Young Advisors 2008 - March 2012
Edward Jones 2007 - 2008
Wachovia Wealth Management 2006 - 2007
SunTrust Investment Services 2001 - 2004
Skills
Strategic Financial..., Investments, Portfolio Management, Finance, Banking, Financial Analysis, Financial Reporting, Insurance, Management, Investment Banking, Financial Services, Investment Advisory, Financial Advisory, Investment Advisory..., Asset Allocation
Education
Georgia State University - J. Mack Robinson College of Business 2009 — 2011
MBA, General Business with an emphasis in Finance
The University of Tennessee at Chattanooga 2002 — 2004
Masters, Elementary Education
The University of Tennessee at Chattanooga 1997 — 2001
B.S., Finance
Chase Investment Services Corp. January 2010 - January 2013
Wachovia Wealth Management January 2008 - January 2010
Bank of America January 2004 - February 2008
Citigroup Trust Services 2000 - 2004
Skills
Wealth Management, Investments, Strategic Financial..., Asset Allocation, Portfolio Management, Investment Strategies, Alternative Investments, Wealth Management..., Banking, Hedge Funds, Private Equity, Financial Services, Finance, CRM, Financial Planning
Education
Thomas Jefferson School of Law 1994 — 1998
Juris Doctorate, Law
MidAmerica Nazarene University 1993 — 1994
Bachelors, Business
Samlyn Capital, LLC June 2014 - Present
Kinetic Partners US LLP April 2012 - June 2014
Citi Private Bank November 2010 - November 2011
Wells Fargo Bank / Wachovia - Legal Specialty Group March 2007 - November 2010
CIT Debt Capital Markets March 2006 - February 2007
Wachovia Wealth Management April 2004 - March 2006
Skills
Private Banking, Wealth Management, Asset Management, Credit, Capital Markets, Hedge Funds, Series 7, Alternative Investments, Asset Allocation, Portfolio Management, Investments, Derivatives, FX, Cash Management, Investment Advisory, Bloomberg, AML, Equities, Asset Managment
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2003
MBA, Finance and Marketing
Oberlin College 1989 — 1993
BA, Russian Studies
Morgan Stanley Wealth Management April 2010 - Present
Wachovia Wealth Management 2005 - 2010
Iron Stone Bank January 2001 - September 2004
Education
Georgia State University 1988 — 1993
Bachelors
Morgan Stanley Smith Barney March 2011 - January 2012
Oak River March 2009 - December 2010
Wachovia Wealth Management November 2004 - June 2008
Bank of America Private Bank 2000 - 2004
Fifth Third Bank 1997 - 1999
Education
University of Cincinnati
BS, Economics
Wachovia Wealth Management March 2008 - Present
Northwestern Mutual Financial Network October 2000 - March 2008
Education
State University of New York College at Oneonta 1981 — 1982
BS, Psychology
Hartwick College 1978 — 1981
BS, Psychology
Wells Fargo Home Mortgage January 2011 - Present
Wells Fargo Home Mortgage January 2010 - January 2011
Wachovia Wealth Management September 2003 - December 2009
Skills
Database Marketing, Risk Management, Customer Service, Microsoft Office, Strategy, Strategic Planning, Business Analysis, Team Building, Leadership Development, Banking
Education
UNC Chapel Hill 1980 — 1983
Bachelor of Applied Science (B.A.Sc.), Geology/Earth Science, General
Western Carolina University 1978 — 1980
City National Bank March 2014 - Present
City National Bank March 2010 - February 2014
Wachovia Wealth Management December 2007 - March 2010
Bank of America July 2002 - December 2007
Universal Access 2000 - 2002
Skills
Banking, CRM, Leadership, Budgets, Relationship Management, Private Banking, Event Management, Training, Financial Services, Finance, High Net Worth..., Marketing, Team Building, Customer Service, Administrative..., New Business Development, Project Management, Account Management, Business Development, Wealth Management..., Process Improvement, Customer Experience, Recruiting
Education
University of California, Los Angeles
Project Management
San Francisco State University
Project Management
Roosevelt University
Hospitality Management
Atlanta Capital Group September 2015 - Present
Piedmont Energy Consortium January 2014 - September 2015
Piedmont Private Equity LLC June 2012 - February 2015
Oppenheimer & Co. May 2009 - June 2012
Stanford Group Company January 2006 - May 2009
Wachovia Wealth Management January 2001 - January 2006
Wachovia Private Banking May 1998 - December 2000
Skills
Private Equity, Tax, Banking, Capital Markets, Strategic Financial..., Finance, Retirement Planning, Funding, Investment Banking, Investment Strategies, Tax Credits, Tax Equity, Hedge Funds, Wealth Management, Mutual Funds, Investments, Investment Advisory, Financial Services, Asset Managment, Portfolio Management, Financial Planning, Asset Management
Education
Millsaps College 1987 — 1989
MBA, Finance
Mississippi State University 1981 — 1985
BBA, Business Information Systems & Quantitative Analysis
U.S. Trust, Bank of America Private Wealth Management May 2015 - Present
Wells Fargo Private Bank January 2010 - May 2015
Wachovia Wealth Management March 2008 - December 2009
Wachovia Wealth Management January 2004 - February 2008
Deloitte September 1997 - December 2003
Deloitte August 1992 - August 1997
Maison Portier Et Fils & Co. August 1990 - July 1992
McGarrahan & Heard June 1987 - August 1988
Education
The University of South Dakota 1989 — 1990
MBA, Management
The University of South Dakota 1985 — 1989
BS, Business Administration
The College for Financial Planning
Wells Fargo Private Bank April 2005 - Present
Wachovia Wealth Management April 2005 - Present
BBVA Compass Bank May 1999 - April 2005
Florida State Board of Administration April 1992 - May 1999
Skills
Wealth Management, Investments, Asset Allocation, Alternative Investments, Endowments, Portfolio Management, Financial Planning, Fixed Income, Private Banking, Investment Strategies, Retirement Planning, Trading, Bloomberg, Asset Management, Wealth Management..., Investment Advisory
Education
University of South Alabama 1977 — 1983
BS Accounting, Accounting and Finance
jtscully.md@gmail.com December 2010 - June 2012
Wizard Wall & Cling Photo August 2010 - December 2010
Wachovia Wealth Management February 2009 - June 2010
Convergent Wealth Advisors November 2001 - October 2008
Bernstein Global Wealth Management March 1998 - April 2001
Paine Webber 1995 - 1998
Spectrum Capital Group 1991 - 1994
Carey Financial Corporation 1987 - 1991
Education
Archmere Academy
Temple University - Fox School of Business and Management
MBA, Finance
University of Delaware - Lerner College of Business and Economics
BS, Business Administration
Defender Capital October 2014 - Present
Tom Worth August 2013 - Present
Harris, Crouch, Long, Scott & Miller August 2004 - October 2013
Wachovia Wealth Management August 2002 - April 2003
Carolinas Healthcare System February 1997 - January 2000
Skills
Needs Analysis, Estate Planning, Risk Management, Wealth, Sales Presentations, Wealth Management, Conflict Resolution, Asset Allocation, Retirement Planning, Strategic Planning, Employee Benefits, Life Insurance, Portfolio Management, Succession Planning, Management, Negotiation, Series 7, Relationship Management, Small Business, Strategic Financial..., Insurance, Retirement, Series 6, Underwriting, Finance, Series 63, Asset Management, Financial Services, Mutual Funds, 401k, Cross Selling, Investments
Education
North Carolina State University 1991 — 1994
Bachelor of Arts, English
University of St. Andrews 1990 — 1991
English, Economics, Social Anthropology
Wake Forest University 1989 — 1990
Broughton High School 1985 — 1989
J.P. Morgan September 2013 - Present
Wells Fargo May 2007 - September 2013
Wachovia Bank October 2005 - May 2007
Wachovia Wealth Management July 2002 - October 2005
Skills
Series 63, Cross Selling, Investments, Mortgage Banking, Retirement Planning, Strategic Financial..., Loan Origination, Wealth Management, Private Banking, Series 7, Licensed Life Insurance..., Client Development, Client Centered, Series 6, Brokerage, Trusted Advisor, Excellent Client..., Highly motivated,..., Microsoft Office, Excellent written and..., High Net Worth..., Relationship Management, Real Estate Financing, Home Equity Lines of..., Life Insurance, Investment Management, Fixed Income, Refinance, Residential Mortgages, Wealth, Financial Services, Finance, Asset Management, Credit Risk, Asset Allocation, Deposits, Investment Strategies, Insurance, Cash Flow Lending, Banking Relationships, Financial Advisory, Mutual Funds, Securities, Investment Advisory, Asset Based Lending, Alternative Investments, Equities, Retirement, Capital Markets, Investment Banking
Education
Barry University 2003 — 2004
Certified Financial Planner™ Certification
Florida International University - College of Business Administration 1997 — 2001
Bachelor of Business Administration (BBA), Business Administration and Management, General
Our Lady of Lourdes Academy 1993 — 1997
High School Diploma
Old Dominion Freight Line August 2013 - Present
Old Dominion Freight Line August 2011 - August 2013
Wachovia Wealth Management May 2008 - July 2008
Skills
Account Management, Customer Service, Sales Management, Sales, Operations Management, Team Building, Microsoft Excel, Marketing Strategy, Logistics, PowerPoint, Strategic Planning, Inventory Management, Freight, Transportation..., LTL
Education
University of North Carolina at Chapel Hill 2007 — 2011
Bachelor of Science (BS), Business Administration
Allstate May 2015 - Present
Allstate Financial Services, LLC April 2013 - Present
Vision Planning Group LLC January 2010 - April 2013
Ameriprise Financial Services, Inc. 2009 - January 2010
Wachovia Wealth Management August 2004 - April 2009
AXA Distributors 2000 - 2004
Skills
Family Planning, Insurance, Investments, Retirement, Financial Planning, Retirement Planning, Investment Advisory, Series 7, Annuities, Wealth Management, Mutual Funds, Asset Allocation, Series 6, Budgeting, Estate Planning, Alternative Investments, Equities, Financial Advisory, Series 63, Securities, 401k, Fixed Annuities, Financial Goals, Loans, Budgets, Strategy, Strategic Financial..., Asset Management, Banking, Finance, Financial Services, IRAs, Life Insurance, Series 65, Variable Annuities, Disability Insurance, Wealth, Term Life Insurance, Whole Life, Underwriting, Bonds, Investment Strategies, Employee Benefits, Personal Finance, ETFs, 401k Rollovers
Education
Bloomfield College 1995 — 2000
BA, Business Management
Hillside High 1992 — 1994
Diploma
Northern Trust October 2013 - Present
Wells Fargo Private Bank November 2007 - October 2013
Wachovia Wealth Management June 2006 - November 2007
Evergreen Investments November 2004 - June 2006
Skills
Asset Allocation, Strategic Financial..., Investments, Credit, Portfolio Management, Wealth, High Net Worth..., Wealth Management, Investment Advisory, Investment Management, Mutual Funds, Investment Strategies, Alternative Investments, Financial Planning
Education
Campbell University 1999 — 2004
Bachelor of Business Administration (BBA), Trust & Investment Management, minor Financial Planning
Campbell University 1999 — 2004
Master of Business Administration (MBA), Trust & Investment Management
SunTrust Private Wealth Management May 2008 - Present
Junior League of Boca Raton June 2010 - May 2011
Wachovia Wealth Management December 1999 - December 2007
Deloitte & Touche LLP January 1994 - December 1999
Skills
Wealth Management, Wealth Management..., Estate Planning, High Net Worth..., Private Banking, Finance, Strategic Financial..., Banking, Trust Services, Credit, Retail Banking, Tax, Loan Origination, Mortgage Lending, Commercial Banking, Consumer Lending, Loans, Commercial Lending, Credit Analysis, Financial Analysis, Operational Risk..., Small Business Lending, Retirement Planning
Education
Fordham Gabelli School of Business 1998 — 1999
Taxation
State University of New York College at Oneonta 1989 — 1993
BS Economics, Accounting/Marketing
Wells Fargo April 2014 - Present
Wells Fargo Bank August 2008 - April 2014
Wachovia Wealth Management November 2006 - August 2008
Wells Fargo Bank March 2000 - October 2006
Skills
Series 66, Series 7, Commercial Lending, Sales Management, Private Banking, Mentoring, Banking, Investments, Wealth Management, Financial Planning, Credit, Loans, Cash Management, Credit Analysis, Mortgage, Compliance, Small Business Lending, Retail Banking, Consumer Lending, Mortgage Lending, Cross Selling, Customer Relations, Coaching, Commercial Banking, Leadership, Portfolio Management, Risk Management, Treasury Management, Business Development, Management, Mergers & Acquisitions, Relationship Management, Strategic Financial...
Education
University of California, Irvine 2002 — 2004
Graduate Certificate, Personal Financial Planning Graduate Certificate Program
Chapman University 1999 — 2002
BA, Organizational Leadership
Bowling Green State University 1996 — 1999
Sina Companies October 2011 - Present
Lend Lease April 2008 - April 2013
Wachovia Wealth Management May 2004 - August 2004
Law Firm of Montgomery and Larson October 2001 - July 2003
Skills
Real Estate, Real Estate Development, Management, Contract Negotiation, Sales, Brokerage, Marketing, Commercial Real Estate, Budgets, Microsoft Excel, Customer Service
Education
University of Richmond 2003 — 2007
Bachelor of Science in Business Administration, Marketing
Wilmington Trust June 2011 - Present
Great Pacific Securities October 2010 - May 2011
John Hancock Financial July 2007 - July 2010
Edgartown Ventures 2003 - 2009
Wachovia Wealth Management January 2005 - May 2007
Chartwell Investment Partners April 1997 - March 2003
Meridian Investment Company 1994 - 1997
Corestates Investment Advisors 1983 - 1993
Skills
Fixed Income Portfolio..., Fixed Income Strategies, Fixed Income Analysis, New Business Development, Project Management, Relationship Marketing, Sales, Economics, Hedge Funds, Investment Strategies, Management, Financial Analysis, Financial Modeling, Risk Management, Financial Risk, Derivatives, Relationship Management, Equities, Bloomberg, Alternative Investments, Credit, Loans, Securities, Insurance, Marketing, Trading, Investments, Banking, Strategic Financial..., Financial Services, Retirement Planning, Wealth Management..., Retirement, Mutual Funds, Portfolio Management, Financial Planning
Education
Juniata College 1977 — 1981
Business Administration and Management, General
Brock Capital Resources June 2009 - Present
Wachovia Wealth Management October 2006 - June 2009
Chase/Bank One/JP Morgan January 1992 - October 2006
Texas Commerce Bank/Chase 1988 - 1992
InterFirst Bank 1986 - 1988
First National Bank in Dallas/InterFirst 1977 - 1985
Skills
Wealth Management, Portfolio Management, Management Consulting, Investments, Asset Management, Banking, Wealth, Asset Managment, Management, Commercial Lending, Equities, Client Liaison, Loans, Asset Allocation, Finance, Series 7, Wealth Management..., Financial Services, Financial Analysis
Education
Texas Tech University - Rawls College of Business 1972 — 1976
BBA, Finance
Janney Montgomery Scott LLC April 2014 - Present
Barbara M Gilbert Consulting September 2013 - April 2014
The Warner Companies August 2011 - September 2013
Wells Fargo Private Bank January 2008 - May 2011
Wachovia Wealth Management January 2008 - May 2010
Clark Capital Management Group December 2007 - February 2009
Commerce Bank November 2005 - January 2008
Bank of America, Private Bank September 2000 - November 2005
BMG and Associa., Capital Fundraising July 1999 - October 2002
The Haverford School August 1996 - July 1998
Skills
Public Speaking, Corporate Development, Capital Campaign Expert, Capital Campaign..., Comprehensive Wealth..., Credit, Sales, Wealth Management, Fundraising, Wealth Management..., Marketing, Investments, Strategic Planning, New Business Development, Banking, Estate Planning, Financial Services, Insurance, Mergers & Acquisitions, Leadership, Strategy, Asset Management, Nonprofits, Portfolio Management, Due Diligence, Event Management, Asset Allocation, Loans, Hedge Funds, Private Banking, Business Development, Financial Advisory, Management, Strategic Partnerships, High Net Worth..., Analysis, Wealth, Employee Benefits, Mortgage Lending, Finance, Entrepreneurship, Alternative Investments, Series 7, Risk Management, Financial Planning, Private Equity, Mutual Funds, Business Strategy, Funding, Equities
Education
Cannon Training 2004 — 2006
Certificate, Finance, Trusts
Barry University 1984 — 1986
Business
Bauder College 1971 — 1973
Associate of Arts (AA), Architecture and Related Services
The American College
CFP, CFP
Board Leadership Training 2014
IVY-FON
IVY-FON
JMS Team Leader Training/ Emotional Intelligence 2014
Villanova UniversityBusiness law
Virtual Event Bags June 2011 - Present
Running USA February 2014 - Present
ActivewearUSA April 2011 - December 2013
Distribution Management Group (DMG) September 2009 - June 2011
Asana Activewear May 2007 - February 2011
Wachovia Wealth Management 2006 - 2007
Wachovia Corporate & Investment Banking - Media & Communications Group 2000 - 2006
Wachovia Corporation - Corporate Treasury 1998 - 2000
Wachovia Consumer Credit Division 1997 - 1998
Skills
New Business Development, Start-up Environments, Business Strategy, Strategic Partnerships, Start-ups, Marketing Strategy, Entrepreneurship, Strategic Planning, Customer Acquisition, Business Development, Mergers, E-commerce, Online Advertising, Corporate Development, Venture Capital, Analytics, Advertising, Lead Generation, Executive Management, SaaS, Email Marketing, Sales Management, Digital Marketing, Management, Mergers & Acquisitions, Product Management, Sponsorship, CRM, Integrated Marketing, Strategy, Leadership, Brand Management, Retail, Product Marketing, Competitive Analysis, Brand Development, Social Media Marketing, Marketing, Mobile Marketing, P&L Management
Education
Wake Forest University - Babcock Graduate School of Management 1997 — 1999
MBA
The Ohio State University - The Max M. Fisher College of Business 1988 — 1992
BSBA
Morgan Stanley Private Bank July 2010 - Present
Morgan Stanley Smith Barney November 2004 - July 2010
Wachovia Wealth Management August 1988 - November 2004
Education
University of Delaware
BS, Business Administration & FInance
Webster Private Bank 2010 - Present
Merrill Lynch Global Wealth Management 2008 - September 2010
Wachovia Wealth Management 2005 - 2008
Private Mergers & Acquisitons / Investment Banking Firm 2002 - 2005
Henkel Loctite Corporation 1988 - 2001
WR Grace & Co., Dewey & Almy Chemical, Teroson Automotive Products 1986 - 1988
UCONN Health Medical Center 1985 - 1985
Skills
High Net Worth..., Wealth Management, Investment Management, Private Banking, Estate Planning, Wealth Management..., Fiduciary Services, Investments, Banking, Asset Managment, Financial Analysis, Strategic Financial..., Investment Advisory, Loans, Equities, Asset Allocation, Relationship Management, Mergers, Corporate Finance, Non-profits, Philanthropy, Mergers & Acquisitions, Portfolio Management, Nonprofits, Asset Management, Series 7, Retirement Planning, Risk Management, Securities, Series 63, Leadership, Mutual Funds, Finance, Financial Services, Financial Advisory
Education
Rensselaer Polytechnic Institute 1990 — 1992
M.S., Finance
Worcester Polytechnic Institute 1982 — 1986
B.S., Chemistry
Edelman Financial Services 2011 - Present
PNC Wealth Management (fka National City Private Client Group) 2008 - 2010
Wachovia Wealth Management 2007 - 2008
Wachovia Securities 2006 - 2007
SunTrust Investment Services 2005 - 2005
Karron Financial 1998 - 2005
Education
New York Law School
Juris Doctor, Law
Villanova University
BA, Psychology
Wells Fargo Investment Institute April 2013 - Present
Capital Analysts of Jacksonville, Florida, Inc. June 2008 - April 2013
UCF Alumni Association 2010 - 2012
WACHOVIA WEALTH MANAGEMENT August 2006 - May 2008
Merrill Lynch May 2004 - August 2006
Skills
Portfolio Management, Microsoft Office 2007, Critical Thinking, Group Presentations, Investment Research, Due Diligence
Education
University of Central Florida - College of Business Administration 2000 — 2004
B.S.B.A., Finance/Economics
SunTrust Private Wealth Management May 2006 - Present
Wachovia Wealth Management June 1990 - April 2006
Skills
Strategic Financial..., Retirement Planning, Wealth, Wealth Management..., Estate Planning, New Business Development, Wealth Management, Investment Management, Insurance, Finance, Public Speaking, Portfolio Management, Financial Services, Investments, Financial Planning
Education
National Association of Estate Planners and Councils
AEP - Accredited Estate Planner
Federal and State Liscencing Boards
FINRA Series 7 and 63. NC Life and Health
American Bankers Association
CTFA - Certified Trust and Financial Advisor, Personal Financial Planning, Insurance, Tax Law, Fiduciary Law and Trust, Investment Management
Certified Financial Planner Board of Standards / Queens College
CFP - Certified Financial Planner, Financial Planning, Insurance, Income Tax, Portfolio Management, Estate & Retirement Planning
University of North Carolina at Greensboro
MBA, Concentration in Finance
Guilford College
B.S., Mathematics and Economics, Minor: History
Wells Fargo February 2015 - Present
The North Highland Company April 2008 - February 2015
Wachovia Wealth Management April 2006 - April 2008
Accenture February 1997 - April 2006
Skills
Business Process..., Financial Services, Management Consulting, Business Analysis, Financial Modeling, Business Transformation, Risk Management, Financial Analysis, Mergers, Strategy, Vendor Management, Business Development, Acquisition Integration, Outsourcing, Governance, Consulting, PMO, Program Management, SDLC, Project Delivery, Process Improvement, Portfolio Management, Project Portfolio..., Business Process, Mergers & Acquisitions
Education
Berry College 1990 — 1994
B.S., Finance
City Year August 2013 - September 2014
PJR Consulting February 2012 - August 2013
Obama for America: Hispanics for Obama Florida August 2012 - November 2012
Miami Children's Hospital Foundation September 2010 - February 2012
Miami Dade College August 2010 - December 2010
PJR Consulting January 2009 - September 2010
Wachovia Bank February 2007 - October 2008
Wachovia Wealth Management June 2006 - February 2008
PNC Financial Services Group June 2002 - May 2006
Duane Morris LLP 1999 - 2002
Skills
Non-profits, Fundraising, Financial Planning, Policy, Licensing, Strategic Financial..., Community Outreach, Public Relations, Coaching, Public Speaking, Event Planning, Investments, Marketing, Strategic Planning, Leadership, Legal Research, Legal Writing, Litigation, Management, Nonprofits, Philanthropy, Community Development, Employee Training, Grant Writing, Grants, Program Development, Recruiting, Research, Training, Wealth Management, Spanish, Corporate Social..., Leadership Development, Strategic Partnerships, Volunteer Management, Strategy, Social Media
Education
Western New England College School of Law 1988 — 1991
JD, LAW
University of South Florida 1985 — 1988
BS, Marketing
University of South Florida - College of Business Administration 1985 — 1988
Bachelors of Science, Marketing
St. Brendan High School 1982 — 1984
H.S. Diploma, High School/Secondary Diplomas and Certificates
Antilles High School 1980 — 1984
H.S. Diploma, High School/Secondary Diplomas and Certificates
California State University-Long Beach
California State University-Long Beach
PNC Wealth Management October 2009 - Present
PNC Wealth Management October 2006 - October 2009
Wachovia Wealth Management December 2005 - October 2006
The Ayco Company, LP July 2004 - October 2005
Benefits & Compensation Group January 2002 - July 2004
The Ayco Company September 1997 - January 2002
Skills
Wealth Management, Retirement Planning, Estate Planning, Financial Planning, Investments, Asset Management, Insurance, High Net Worth..., Trusts, Tax, 401k, Employee Benefits, Retirement, Strategic Financial..., Wealth, Financial Planners
Education
University of Pittsburgh 1993 — 1996
JD / MBA
University of Pittsburgh 1985 — 1990
Bachelor of Pharmacy (BPharm)
Bank of America June 2015 - Present
ARCUSO October 2013 - December 2014
SWBC July 2010 - October 2013
SWBC January 2010 - July 2010
SWBC May 2008 - January 2010
Wachovia Wealth Management October 2007 - May 2008
US Army December 2002 - June 2007
US Army October 1996 - December 1999
Skills
CRM, Cross-functional Team..., Management, Leadership, Business Development, Project Management, Analysis, Competitive Analysis, Integration, Business Intelligence, Marketing, Sales, Product Development, Human Resources, Portfolio Management, Insurance, Process Improvement, Risk Management, Visio, Executive Management
Education
AIU-Online University 2005 — 2006
MBA, Project Management
University of Houston 2000 — 2002
BS, Psychology
University of Houston 1993 — 1996
2002, Psychology
Wells Fargo September 2014 - Present
Citi Personal Wealth Management October 2010 - November 2012
J.P. Morgan Private Wealth Management December 2007 - June 2009
Wachovia Wealth Management December 1999 - December 2007
LifeMark Securities Corp / LifePlans Unlimited April 1995 - December 1999
A.G. Edwards December 1994 - April 1995
Gateway Bank / Mabon Securities December 1989 - December 1994
Skills
Financial Services, Wealth Management, Investment Management, Asset Allocation, Unified Managed Accounts, Equities, Fixed Income, Mutual Funds, Alternative Investments, Insurance, Banking, Relationship Management, Business Development
Education
Sacred Heart University
B.S., Business Management
Fairfield University
Certificate, Financial Planning
Wachovia Wealth Management
Education
Baruch College, City University of New York (CUNY) 1993 — 1995
Wells Fargo July 2013 - Present
Wachovia Wealth Management January 2005 - July 2013
Arthur Andersen LLP 1998 - 2001
Skills
Wealth Management
Education
Southern Methodist University Dedman School of Law 1995 — 1998
JD, Law
Southwestern University 1992 — 1995
Northern Trust September 2010 - Present
Northern Trust February 2008 - September 2010
Wachovia Wealth Management 2005 - 2008
Skills
Wealth Management, Foundations, Financial Analysis, Project Management, Management, Sales & Marketing..., New Business Development, Alternative Investments, Asset Allocation, Financial Services, Investments, Mutual Funds, Asset Management, Business Development, Hedge Funds
Education
University of Illinois at Urbana-Champaign 1996 — 2000
Nova Southeastern University 2003 — 2005
MBA, Finance
Boston University 2006 — 2008
Financial Planning and Services
Cannon Institute of Higher Learning 2008 — 2008
Trust School at Notre Dame
People's United Bank September 2012 - Present
Wells Fargo September 2009 - July 2012
Wachovia Wealth Management 1991 - September 2009
The Chase Manhattan Bank June 1986 - November 1991
Skills
Credit, Strategic Financial..., Loans, Private Banking, Investment Management, High Net Worth..., Insurance, Wealth, Series 7, Commercial Lending, Portfolio Management, Wealth Management
Education
The University of Connecticut School of Business 1989 — 1991
Master of Business Administration (MBA)
Fairfield University 1982 — 1986
bs, finance
Greenwich Academy 1980 — 1982
Wells Fargo October 2002 - Present
Wachovia Wealth Management 2002 - Present
NCM Capital 2000 - 2002
Bank of America 1997 - 2000
Skills
Portfolio Management, Investments, Equities, Finance, Asset Allocation, Wealth Management, Financial Analysis, Asset Management, Banking, Investment Management, Risk Management, Fixed Income, Investment Strategies, Microsoft Excel, Mutual Funds, Hedge Funds
Education
Duke University - The Fuqua School of Business 1995 — 1997
MBA, Finance
Florida Agricultural and Mechanical University 1988 — 1992
Bachelor of Science, Business Administration
Wells Fargo Private Bank - Legal Specialty Group March 2004 - Present
CIT Debt Capital Markets August 2006 - March 2007
Wachovia Wealth Management 2004 - 2006
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2003
MBA, Finance, Marketing
Oberlin College 1989 — 1993
BA, Russian
State Bank and Trust Company February 2015 - Present
Wells Fargo Bank October 2009 - January 2015
Wachovia Wealth Management April 2006 - October 2009
Wachovia/SouthTrust Bank August 1999 - April 2006
Skills
Credit, Loans, Small Business Lending, Private Banking, Portfolio Management
Education
Shorter University-College of Adult & Professional Programs
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
The University of Georgia
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Wescott Financial January 2007 - Present
Pharmdur Inc. January 2007 - January 2008
Wachovia Wealth Management June 2005 - January 2007
Education
Saint Joseph's University 1999 — 2003
BA, Finance
Saint Joseph's University - Erivan K. Haub School of Business 1999 — 2003
Wells Fargo September 2014 - Present
Wells Fargo October 2011 - September 2014
Wells Fargo Private Bank March 2010 - January 2012
Wachovia Wealth Management September 2006 - April 2010
U.S. Trust Company, N. A. June 2005 - August 2006
Skills
Wealth Management, Financial Services, Trust Services, Private Banking, Operational Excellence, Project Coordination, Organizational Behavior, Facilities Management, Mutual Funds, Banking, Estate Planning, Strategic Financial..., High Net Worth..., Retirement, Wealth, Business Continuity..., Client Services, Risk Management, Relationship Management, Management
Education
Hofstra University 2001 — 2005
BBA, Management
Archbishop Molloy High School 1996 — 2000
Wachovia Bank June 1996 - Present
Wachovia Wealth Management 2002 - 2006
Bank of America July 1989 - May 1996
Education
The University of Texas at Austin 1985 — 1989
Cushman & Wakefield March 2014 - July 2014
Holiday Retirement July 2013 - March 2014
HearUSA July 2012 - July 2013
Ceridian - Miliatry One Source 2008 - 2011
Landmark Management Consultants & Independent Contractor 2002 - 2008
Sarasota Baptist Church 2004 - 2005
Wachovia Wealth Management 2000 - 2001
Wachovia Retail Sales & Service 1999 - 2000
Wachovia Corporate Treasury Services 1989 - 1999
Skills
Evangelism, Church Events, Children's Ministry, Customer Service, Leadership Development, Missions, Community Outreach, Strategy, Management, Microsoft Office, Marketing, Training, Leadership, Human Resources, Cash Management, Social Media Marketing, Coaching, Nonprofits, Accounting, System Administration, Program Development, Team Building, Strategic Planning, Public Speaking, Analysis, Recruiting, Budgets, Non-profits, Payroll, Process Improvement, Finance, Lease Administration, Lease Negotiations, Lease Documentation
Education
Santa Rita High School, Tucson, AZ 1969 — 1972
Graduation Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Kennesaw State University
PNC Wealth Management August 2010 - Present
Wachovia Wealth Management November 1995 - June 2010
Skills
Wealth Management, Commercial Lending, Credit, Investments, Microsoft Office, Private Banking, Banking, Loans, Portfolio Management, Strategic Financial..., Small Business Lending, Consumer Lending, Retail Banking, Mortgage Lending, Commercial Banking
Education
Temple University
Merrill Lynch Wealth Management June 2013 - Present
Abbot Downing April 2008 - June 2013
Wachovia Wealth Management March 2002 - April 2008
Skills
Alternative Investments, Asset Allocation, Portfolio Management, Investment Management, Investment Strategies, Equities, Wealth Management, Asset Management, Equity Research, Fixed Income, Hedge Funds, Investment Advisory, Mutual Funds, Investments, Bloomberg
Education
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.), Economics
University of North Carolina at Greensboro
Master of Science (M.S.), Accounting
MWR Consulting, Inc. August 2010 - Present
CM Wealth Advisors July 2013 - April 2015
Jewish Federation of South Palm Beach County April 2009 - March 2012
Wells Fargo - The Private Bank October 2009 - August 2010
Wachovia Wealth Management December 2006 - August 2009
Marcy W. Mendelsohn, Esq. Attorney August 2005 - December 2006
Internal Revenue Service, Attorney May 2001 - April 2005
Skills
Financial Planning, Insurance, Asset Protection, Estate Planning, Wealth Management, High Net Worth..., Tax, Strategic Financial..., Asset Allocation, Financial Planners, Wills, Small Business, Investment Advisory, Business Planning, Asset Managment, Wealth Management..., Alternative Investments, Securities, Legal Writing, Civil Litigation, Litigation, Investments, Trusts, Income Tax, Estate Tax Planning, Finance, Retirement Planning, Succession Planning, Banking, Wealth, Personal Finance, Retirement, Financial Services, Investment Management, Mergers & Acquisitions, Estate Administration, LLC, Mutual Funds, Series 63, Investment Strategies, Estate Law, Strategy, Series 7, Private Equity, Financial Advisory
Education
Georgetown University School of Law 1999 — 2000
LL.M, Taxation
University of Baltimore School of Law 1996 — 1999
Juris Doctor, Law
Union College 1988 — 1992
BS, Psychology
Dana Hall School 1985 — 1988
Diploma, General Studies
Wachovia Wealth Management 2008 - 2010
Wachovia Bank 2005 - 2008
American General Financial Services 2002 - 2005
Education
Bloomsburg University of Pennsylvania 1997 — 2002
Bachelor of Science, Business Administration
Alvernia University
Master, Business Administration
Habitat for Humanity of Forsyth County November 2014 - Present
Wells Fargo April 2009 - November 2014
Wachovia Corporation, A Wells Fargo Company February 2008 - April 2009
Wachovia, Wealth Management February 2003 - February 2008
Wachovia September 1999 - February 2003
Wachovia 1997 - 1999
Wachovia 1997 - 1997
Skills
Talent Management, Performance Consulting, Performance Management, Negotiation, Needs Analysis, Interviews, Management, Instructional Design, Human Resources, Training, Leadership, Staff Development, Leadership Development, Organizational..., Organizational..., Succession Planning, Employee Engagement, Program Management
Education
Alderson Broaddus University 1975 — 1979
BS, Secondary Education
PNC Wealth Management February 2008 - Present
National City Bank February 2008 - July 2010
PNC Wealth Management 2009 - 2010
Wachovia Wealth Management August 2001 - February 2008
Army National Guard August 1994 - August 2003
Education
University of New Haven
MBA, Finance
Oak Ridge Military Academy
University of Connecticut
BA, Math/Stats
Wells Fargo Wealth Management May 2009 - Present
Wachovia Wealth Management December 2003 - May 2009
Coyne Beahm, Inc. 2000 - 2001
Long Haymes Carr Lintas (now Mullen) 1998 - 2000
RJ Reynolds 1995 - 1998
Walt Klein and Associates 1989 - 1995
Skills
Marketing Strategy, Brand Development, Direct Marketing, Brand Awareness, Customer Acquisition, Event Management, Sports Marketing, Market Planning, New Business Development, Sponsorship, Account Management, Strategic Planning, Brand Management, Integrated Marketing, Market Research, Marketing, Marketing Communications, Marketing Management, E-commerce, Public Relations, Relationship Marketing, Management, Leadership
Education
Wake Forest University - Babcock Graduate School of Management 1986 — 1988
MBA, Emphasis in Marketing
Appalachian State University 1982 — 1986
BSBA, Marketing, Management
Mattei Holdings LLC 2008 - Present
Wachovia Wealth Management 2005 - 2008
Deloitte Tax 1997 - 2005
Education
Florida State University
BS, Political Science (minor in International Affairs)
Florida State University - College of Business
BS, Accounting
Florida State University - College of Business
Masters of Accounting, Taxation
Foundation Source 2010 - Present
Wachovia Nonprofit and Philanthropic Services 2006 - 2010
Wachovia Wealth Management 2001 - 2006
The Householder Group 1997 - 2001
Skills
Strategic Partnerships, Corporate Development, Investments, Management, Strategy, Strategic Planning, Portfolio Management, Start-ups, Financial Services, Business Development, Philanthropy, Venture Philanthropy, Foundations, Wealth Management
Education
The University of Texas at Austin 1993 — 1997
Bachelor of Science (B.S.) - McCombs School of Business, Finance
New York University 1996 — 1996
Stern School of Business, Corporate Finance
The American University of Paris 1994 — 1994
Language Immersion Semester
Valuations And Consulting January 2008 - Present
Wachovia Bank 2001 - 2008
Wachovia 1970 - 2008
Wachovia Wealth Management 2001 - 2007
Wachovia Trust 1997 - 2001
Wachovia 1992 - 2000
Wachovia Bank and Trust Company, NA March 1970 - January 1992
Skills
Wealth Management, Investments, Portfolio Management, Valuation, Business Valuation, Asset Allocation, Estate Planning, Asset Management, Equities, Investment Advisory, Financial Analysis, Investment Management
Education
Salem College
BA
University of North Carolina at Greensboro
MBA
State Street November 2013 - Present
SEI December 2010 - November 2013
State Street May 2010 - November 2010
Veritable, LP January 2008 - April 2010
Wachovia Wealth Management March 2006 - December 2007
Wachovia Bank June 2004 - February 2006
Skills
Fixed Income, Equities, Trading, Options, Wealth Management, Bloomberg, Financial Analysis, Hedge Funds, Investments, Financial Modeling, Mutual Funds, Risk Management, Banking, Analysis, Finance
Education
Penn State University 2006 — 2009
MBA, Finance
Loyola University Maryland 2000 — 2004
BBA, Marketing & History
Delbarton School 1996 — 2000
High School
Northern Trust August 2011 - Present
Wells Fargo Private Bank August 2009 - August 2011
Wachovia Wealth Management December 2007 - August 2009
US Trust, Bank of America Private Wealth Management 2004 - 2007
Gap Inc. 2003 - 2003
Duff & Phelps 2001 - 2003
Banc of America Securities 1997 - 2001
Ernst & Young 1991 - 1995
Skills
Series 7, Wealth Management, Credit, Asset Allocation, Banking, Loans, Private Banking, Series 63, Investment Advisory, Financial Analysis, Commercial Lending, Finance
Education
Indiana University - Kelley School of Business 1995 — 1997
MBA, Finance
University of Saint Thomas 1987 — 1991
BA, Finance
Hopkins High School
Bachelor of Arts, Finance
Merrill Lynch 2009 - Present
ING Financial Services 2007 - 2009
Wachovia Wealth Management 2006 - 2007
Citigroup Global Markets 2004 - 2005
ING Financial Services 2001 - 2004
Bear Stearns Asset Management 1997 - 2001
Education
The University of Connecticut School of Business
MBA
University of Connecticut
BA
BNY Mellon March 2014 - Present
Comprehensive Investment Solutions, LLC November 2012 - February 2014
BNP Paribas March 2007 - August 2009
Nuveen Investments March 2005 - January 2007
Nuveen Investments 2005 - 2007
Wachovia Wealth Management September 2003 - March 2005
PNC Investments/ PFPC Trust Company May 2001 - September 2003
Skills
Trading, Account Reconciliation, Securities, Asset Managment, Mutual Funds, Fixed Income, Series 7, Alternative Investments, Wealth Management, Equities, Bonds, Investments, Bloomberg, Portfolio Management, Series 63, Hedge Funds, Financial Modeling, Financial Analysis, Asset Allocation, Bloomberg Terminal, Derivatives, Corporate Finance, Capital Markets, Investment Strategies, Options, Investment Advisory, Financial Markets, Financial Services
Education
Bucknell University 1997 — 2001
BA, Economics, Animal Behavior, Dance, 3.3
Abbot Downing July 2011 - Present
Wells Fargo January 2009 - July 2011
Wachovia Wealth Management March 2003 - October 2008
Skills
Wealth Management, Investments, Financial Services, Leadership, Internal Communications, Banking, Portfolio Management, Management, Public Relations, Risk Management, Crisis Communications, Media Relations, Mutual Funds
Education
Marshall University 1978 — 1983
BA, MAJ, Journalism, English, Management
Wells Fargo Private Bank April 1992 - Present
Wachovia Wealth Management January 2001 - June 2008
First Union Wealth Management January 2000 - January 2001
The Mid-Atlantic Companies/First Business Advisors/First Union Wealth Managment April 1992 - January 2000
Skills
Strategic Planning, Corporate Finance, Strategic Human..., Compensation and..., Strategic Financial..., Holistic Financial..., Family business..., Board Advisory Services, Investment planning, Estate Planning, Charitable Gift Planning, Family Mediation, Internal buyouts of..., ESOP planning, Investment Banking, Coaching and training..., Client seminars on...
Education
The CFA Institute 1986 — 1989
CFA
The George Washington University 1983 — 1986
MBA, Finance and Investments
University of Maryland College Park 1979 — 1981
B.S. Finance, Finance
Richard Montgomery High School
Wachovia Wealth Management January 2005 - Present
SouthTrust Bank August 1999 - December 2004
Education
Samford University 1990 — 1994
B.A, Public Administration
Wells Fargo Private Bank Legal Specialty Group October 2015 - Present
Wells Fargo Private Bank Legal Specialty Group March 2014 - September 2015
Wells Fargo Private Bank Legal Specialty Group April 2010 - February 2014
Wachovia Wealth Management 2004 - March 2010
Citigroup Private Bank 2001 - 2004
Skills
Series 7, Loans, Credit, Series 63, Mortgage Lending, Banking, Financial Analysis, Wealth Management, Commercial Lending, Financial Services, Credit Analysis, Commercial Banking
Education
The George Washington University 1994 — 1998
Bachelor of Arts (B.A.)
Mary Institute and St. Louis Country Day School 1981 — 1994
PNC Wealth Management August 2012 - Present
Bank of America - U.S. Trust August 2007 - August 2012
Wachovia Wealth Management October 1999 - August 2007
Wachovia Bank September 1991 - September 1999
Education
Rider University 1994 — 1995
MBA, Finance
University of Delaware 1987 — 1991
BS, Finance
Friends of Riverbend Park 2012 - Present
Potomac Wealth Management LLC June 2009 - Present
Potomac Wealth Management LLC May 2009 - Present
Potomac Wealth Management LLC May 2009 - Present
HSBC Securities 2008 - 2009
Wachovia Wealth Management 2003 - 2007
Sandy Spring Bank 2002 - 2004
SunTrust 1996 - 2002
WRFC 1980 - 1986
Skills
Investments, Investment Properties, Retirement Planning, Entrepreneurship, Start-ups, Wealth Management, Mergers & Acquisitions, Strategy, Management, Strategic Financial..., Investment Management, Wealth Management..., Fundraising, Sales, Private Equity, Portfolio Management, Financial Planning
Education
Old Dominion University 1976 — 1980
BS, Business Administration
Langley High School
SunTrust Private Wealth Management June 2011 - Present
TIAA CREF 2009 - 2011
U.S. Trust, Bank of America 2005 - 2009
Wachovia Wealth Management 2001 - 2005
Skills
Wealth Management, Portfolio Management, Investments, Investment Advisory, Financial Planning, Busines Succesion..., Private Banking, Trusts and Estates, Asset Management, Mutual Funds, Banking, Wealth Management..., Asset Allocation, Financial Analysis, Financial Services, Finance, Financial Advisory, Alternative Investments
Education
Rutgers University-New Brunswick
Economics
Bellew Investments, Inc. November 2003 - Present
Wachovia Wealth Management July 2000 - November 2003
Education
University of South Florida 1994 — 1998
BS, Accounting and Finance
Sears Holdings Corporation November 2008 - Present
Wachovia Wealth Management May 1997 - March 2008
Skills
Payroll, Employee Relations, Benefits Administration, Payroll Processing, Hiring, PeopleSoft, Compensation, Performance Management, Benefits, Customer Service, Compliance, Policy
Education
Immaculata College
Bachelors Degree, Business Management
AXA Private Markets September 2008 - 2009
Wachovia Wealth Management February 2007 - September 2008
Wachovia Trust Company November 2001 - January 2007
wachovia 2002 - 2006
first union 1998 - 2006
first union 1998 - 2006
Education
University of Pennsylvania - The Wharton School 2009 — 2009
Certificate, Retirement Planning
Pace University - Lubin School of Business 1987 — 1992
BBA, MARKETING MANAGEMENT
Bessemer Trust Company June 2013 - Present
Wells Fargo 2007 - 2012
Wachovia Wealth Management 2004 - 2007
Prudential Financial/Wachovia Securities 2000 - 2004
Prudential Financial 1991 - 2000
Skills
Investments, Strong Relationship..., Trust and Estate..., Retirement, Mutual Funds, Financial Advisory, Wealth, Banking, Estate Planning, Management, Private Banking, Strategic Financial..., Insurance, High Net Worth..., Investment Management, Pensions, New Business Development, Relationship Management, Financial Reporting, Wealth Management, Retirement Planning, Asset Allocation, Wealth Management..., Portfolio Management, Finance, Investment Advisory, Series 7, Securities, Financial Services, Asset Management, Series 63, Investment Strategies, Alternative Investments, Loans, Equities, Financial Planning, Fixed Income
Education
Institute of Certified Bankers (ABA Trust Graduate School) 2005 — 2006
Certified Trust & Financial Advisor, Trust & Investments
Bloomfield College 1985 — 1991
BS, Business Administration
Visiting Angels March 2012 - Present
Merrill Lynch October 2009 - March 2012
Bank of America August 2007 - October 2009
Wachovia Wealth Management January 2005 - August 2007
Skills
Estate Planning, Wealth Management, Investments, Wealth, Series 7, Healthcare, Strategic Financial..., Life Insurance, Investment Management, Health Insurance, Retirement Planning, Options, Hedge Funds, Financial Services, Insurance, Mortgage Lending, Small Business, Securities, Asset Allocation, Mutual Funds, Wealth Management..., Series 63, Equities, Investment Strategies, Investment Advisory, Loans, Portfolio Management, High Net Worth..., Disability Insurance, Asset Management, Private Banking, FINRA, Alternative Investments, Retirement, Long-term Care, Bonds, Series 65, Fixed Annuities, Fixed Income, Term Life Insurance, Relationship Management, Financial Planners, Financial Advisory, 401k, Private Equity, Series 6
Education
Fairleigh Dickinson University 2005 — 2007
Certified Financial Planner, Finance and Financial Management Services
Mt St Mary's College 1972 — 1976
Bachelor's degree, Business Administration and Management, General
Millburn High School '76 1968 — 1972
SunTrust Bank 2011 - Present
BB&T 2010 - 2011
Wachovia Wealth Management 2007 - 2009
Wachovia Wealth Management 2006 - 2007
Wachovia Wealth Management 2004 - 2006
Wachovia Wealth Management 2000 - 2004
Wachovia Wealth Management 1998 - 2000
The Ayco Company 1997 - 1998
Massachusetts MutualLife Insurance Company 1995 - 1997
Education
University of Richmond 1991 — 1995
E. Claiborne Robins School of BusinessBachelor of Science, Business Administration, Finance
Deloitte November 2014 - Present
FirsTrust, LLC February 2014 - October 2014
The Ayco Company, L.P., a Goldman Sachs Company March 2010 - February 2014
SunTrust Bank March 2008 - March 2010
Wachovia Wealth Management January 2003 - March 2008
Banknorth Investment Management Group August 2000 - December 2002
Skills
Strategic Financial..., Tax Law, Retirement Planning, Investments, Investment Advisory, Estate Planning, Estate Tax Planning, Life Insurance, Compensation & Benefit, Portfolio Management, Wealth, Wealth Management..., Financial Planning
Education
Western New England College School of Law 1994 — 1997
Juris Doctorate, Cum Laude
Middlebury College 1990 — 1994
Bachelor of Arts (B.A.), Political Science and Government
Pactolus Private Wealth Management January 2011 - Present
Morgan Stanley Smith Barney January 2006 - January 2011
Wachovia Wealth Management November 2002 - January 2006
Education
Santa Clara University - Leavey School of Business 1987 — 1991
BS, Finance
Wells Fargo Advisors January 2014 - Present
Wells Fargo Bank 2006 - 2014
Wachovia Wealth Management 2004 - 2006
Charles Schwab 2003 - 2004
Wells Fargo Bank 1996 - 2003
Education
The George Washington University - School of Business 1993 — 1994
Master's Degree, Finance
Dartmouth College 1987 — 1991
Bachelor's Degree, Economics
Amy Lui, Esq. May 2010 - Present
Wachovia Wealth Management March 2007 - May 2010
Skills
Wills, Legal Research, Corporate Law, Estate Planning, Trusts, Litigation, Legal Writing
Education
Georgetown University Law Center 2005 — 2006
LLM, Tax
Abbot Downing, A Wells Fargo Business 2010 - Present
Wells Fargo Private Bank 2008 - 2010
Wachovia Wealth Management 2000 - 2008
First Union Private Capital Management Group 1998 - 2000
Skills
Certified Financial..., Wealth Management...
Education
University of Florida 1996 — 1998
MBA, Finance
Sewanee-The University of the South 1989 — 1993
BA, American Studies
TD Wealth Management 2009 - Present
AXA Private Markets August 2008 - 2009
Wachovia Wealth Management January 2002 - August 2008
Skills
Wealth Management, Asset Management, Private Banking, Financial Planning, Investment Advisory, Trust and Estate..., Charitable Giving..., Trust, Estate Planning, Asset Managment, Loans, Strategy, Investment Management, Financial Services, Wealth, Relationship Management, Mutual Funds, Retirement, Securities, Portfolio Management, Banking, Mortgage Lending, Strategic Financial..., Wealth Management..., Asset Allocation, Alternative Investments, Series 7, Investments, Retirement Planning, Investment Strategies, Credit, Financial Advisory, High Net Worth..., Series 63
Education
Wharton School of Business, Certification Program 2009 — 2009
Pace University - Lubin School of Business 1987 — 1992
BBA, Marketing Management
PNC Wealth Management September 2014 - Present
SunTrust Bank September 2008 - September 2014
Wachovia Wealth Management September 2004 - September 2008
Bank of America (Private Bank) November 1999 - September 2004
Skills
Wealth Management, Portfolio Management, Investments, Investment Strategies, Alternative Investments, Investment Management, Bloomberg, Asset Managment, Tactical Asset..., Model Portfolios, High Net Worth..., Private Equity, Capital Markets, Hedge Funds, Trading, Longview, Upstream, ILX, Multi-generational..., Asset Management, Asset Allocation, Family Office, Separately Managed..., Structured Notes, Securities Lending, FactSet, Fixed Income Analysis, Mutual Funds, Fixed Income, Investment Advisory, Financial Analysis
Education
The University of Georgia 1988 — 1992
BA, Political science
Pepperdine University 2006 — 2007
Investment Fiduciary, Investments and Securities
University of Phoenix 2000 — 2002
MBA, Finance
Wells Fargo Private Bank September 2011 - April 2015
Wells Fargo Private Bank October 2009 - September 2011
Wachovia Wealth Management January 2008 - October 2009
Wachovia Wealth Management January 2006 - December 2007
Skills
Organizational..., Client Experience, Wealth Management, Process Improvement, Financial Services, Data Analysis, Project Management, Customer Experience, CRM, Business Strategy, Strategy, Management, Business Development, Risk Management, Leadership, Change Management, Cross-functional Team..., Project Planning, Analysis, Management Consulting, Program Management
Education
Massachusetts School of Professional Psychology 2009 — 2010
MA, Organizational Psychology
Wake Forest University 1999 — 2003
BA, Psychology and Sociology
EverBank January 2012 - Present
WACHOVIA WEALTH MANAGEMENT April 2008 - July 2010
WACHOVIA SETTLEMENT SERVICES November 2005 - March 2008
ZC STERLING CORPORATION May 2003 - November 2005
Skills
Excel
Education
East Carolina University - College of Business 1998 — 2002
BA, Marketing
Wells Fargo Private Bank November 2010 - Present
Wells Fargo Private Bank January 2009 - October 2010
Wachovia Wealth Management July 2006 - December 2008
Wachovia Wealth Management November 2002 - June 2006
Northwestern Mutual August 1998 - October 2002
U.S. Navy August 1978 - July 1998
Skills
Wealth Management, Multi-generational..., Relationship Management, Strategic Planning, Investment Strategies, Risk Management, Financial Advisory, Financial Services, Retirement
Education
Davidson High School
United States Naval Academy 1975 — 1979
BS, Physical Oceanography
Naval War College 1989 — 1990
MA, National Security and Strategic Studies
Salve Regina University 1989 — 1990
MS, Management
First Citizens Bank July 2014 - Present
Wells Fargo Private Bank April 2011 - July 2014
First Citizens Bank June 2007 - April 2011
Carolina First Bank July 2006 - June 2007
Wachovia Wealth Management June 1996 - July 2006
Berry, Adams, Quackenbush & Stuart, P.A. June 1989 - June 1996
Skills
Estate Planning, Wealth Management, Financial Planning, Wealth Transfer, Trust Services, Asset Allocation, Wealth Management..., Wealth, Finance, Strategic Financial..., Retirement Planning, Securities, High Net Worth..., Mutual Funds, Investment Management, Investment Advisory, Series 7, Portfolio Management
Education
The United States Naval War College 2002 — 2004
NC&S Diploma
The Citadel 1986 — 1988
MBA
University of South Carolina School of Law 1981 — 1984
JD
The Citadel 1977 — 1981
BA, Political Science
MeridianBank August 2010 - Present
Citi November 2007 - May 2010
Wachovia Wealth Management May 2003 - November 2007
Skills
Securities, Wealth Management, Banking, Retail Banking, Series 6, FHA, Business Strategy, Private Banking, Investments, Relationship Management, Commercial Banking, Credit, Financial Reporting, Hedge Funds, Payments, Strategic Financial..., Private Equity, Commercial Mortgages, Investment Advisory, Cash Management, Asset Management, High Net Worth..., Leadership, Credit Risk, Lines Of Credit, Equities, Loans, Financial Services, Commercial Lending, Residential Mortgages, Portfolio Management, Credit Analysis, Financial Risk, Series 63, Small Business Lending, Retirement Planning, Estate Planning, Asset Based Lending, Financial Analysis, Series 7, Retirement, Risk Management, Mortgage Lending, Consumer Lending, Financial Modeling, Underwriting, Finance, Mutual Funds, Loan Origination, Due Diligence
Education
Drexel University - College of Business and Administration 1998 — 2000
Post Graduate Work
West Chester University of Pennsylvania 1989 — 1994
Bachelor of Science (B.S.), Music
General McLane High School 1985 — 1989
BMO Harris Private Banking February 2009 - Present
Harris Private Bank 2009 - Present
Wachovia Wealth Management 2002 - 2009
Education
SUNY at Buffalo 1982 — 1986
Bachelor of Arts (B.A.), Business/Corporate Communications
Williamsville East
National Penn April 2014 - Present
Coastal Investment Advisors April 2012 - April 2014
PNC September 2007 - October 2010
Wachovia Wealth Management 2001 - 2007
Allied Investment Advisors 1997 - 2001
Skills
Asset Allocation, Wealth Management, Investments, Investment Advisory, Securities, Portfolio Management, Asset Management, Direct Sales, Mutual Funds, Institutional..., Fixed Income, Equities, Investment Management, Investment Strategies, Team Building, Financial Services, Financial Analysis, Banking, Management, Risk Management, Leadership, Public Speaking, Finance, Sales, Budgets, Customer Service, Marketing, Loans, Credit, Retirement Planning, Relationship Management
Education
Lebanon Valley College 1998 — 2000
MBA, Business Administration and Management, General
Millersville University of Pennsylvania 1983 — 1987
BA, Economics
BB&T Wealth April 2008 - Present
Wachovia Wealth Management April 1996 - March 2008
Skills
Financial Services, Banking, Credit, Loans, Commercial Banking, Wealth, Estate Planning
Education
The George Washington University - School of Business
Master of Business Administration (MBA), Finance and Financial Management Services
U S Trust, Bank of America's Private Wealth Management Senior Vice-President/Private Client AdvisorU S Trust2007 - December 2012
Wachovia Wealth Management March 1992 - December 2007
Wachovia (First Union) December 1986 - April 1992
Skills
Wealth Management, Series 7, Asset Allocation, Wealth Management..., Retirement Planning, Portfolio Management, Investment Advisory, Investments, Investment Strategies, Alternative Investments, Mutual Funds, Equities
Education
West Virginia University 1978 — 1982
Bachelor of Arts (B.A.), European History
The American College
CFP, Financial Planning and Services
Global Alternative Investment Services, Inc January 2004 - Present
Wachovia - Wealth Management 2001 - December 2003
Interstate / Johnson Lane, Inc. 1998 - 2001
Interstate / Johnson Lane, Inc. 1993 - 1998
Interstate / Johnson Lane, Inc. 1991 - 1998
Smith Barney, Inc. 1990 - 1991
Smith Barney, Inc. 1981 - 1991
Merrill Lynch 1977 - 1981
Merrill Lynch 1973 - 1977
U. S Army 1968 - 1971
Skills
Portfolio Management, Sales Leadership..., Sales Training
Education
University of South Carolina-Columbia 1971 — 1973
Master of Arts (M.A.), International Studies
Belmont Abbey College 1964 — 1968
BA, Political Science
Wells Fargo Bank, N.A. January 2010 - Present
Wells Fargo September 2007 - January 2010
Wachovia Wealth Management June 2006 - August 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Teaching, Public Speaking, Strategic Planning
Education
Appalachian State University 1987 — 1991
Business Administration and Management, General
Appalachian State University
Master of Business Administration (MBA), currently enrolled
Wells Fargo International June 2015 - Present
Wells Fargo Consumer Credit Solutions October 2012 - May 2015
Wells Fargo Securities September 2010 - October 2012
Wachovia Wealth Management November 2008 - September 2010
Wachovia Bank, N.A. September 2007 - November 2008
Skills
Financial Services, Financial Risk, Anti Money Laundering, Underwriting, AML, Operational Risk..., Operational Risk, Banking, Risk Management, Compliance, Private Banking, Financial Crimes..., Loans, Retail Banking, Securities, Commercial Banking, Wealth Management, Relationship Management, Credit Cards, Regulatory Compliance
Education
University of North Carolina at Charlotte
Bachelor of Arts (BA), Political Science and Government