Wharton Gladden & Company
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Wharton Gladden & Company Employees
FMI June 2015 - Present
10 Federal Finance, LLC June 2013 - Present
Wharton Gladden & Company February 2014 - August 2014
Skills
Real Estate, Financial Analysis, Strategic Planning, Microsoft Excel, Microsoft Word, Work Ethic, Highly responsible, Community Service, Teamwork, Economics, Leadership, Market Analysis, Negotiation, Public Speaking, PowerPoint, Microsoft Office, Social Media, Java
Education
University of North Carolina at Chapel Hill 2012 — 2016
Bachelor's Degree, Economics
EY September 2014 - Present
Wharton Gladden & Company May 2013 - August 2013
Rockwood Equity Partners May 2012 - August 2012
UBS Wealth Management, The Zaas Group May 2011 - August 2011
Skills
Bloomberg Terminal, Financial Analysis, Corporate Finance, Capital Markets, Financial Modeling, Microsoft Excel, Customer Service
Education
Elon University 2010 — 2014
B.S., Accounting / B.S., Business Administration (Finance)
ACN February 2011 - Present
Center for Teacher Effectiveness April 2014 - Present
Crosby Scholars Community Partnership August 2014 - Present
Wharton Gladden & Company December 2014 - February 2015
Guilford County Schools August 2012 - 2014
ITT Technical Institute June 2013 - December 2013
North Carolina A&T State University August 2011 - August 2012
Rockingham County Schools August 2008 - August 2011
Bennett College June 2009 - July 2009
North Carolina A&T State University August 2005 - September 2008
Skills
Career Counseling, Staff Development, Higher Education, Entrepreneurship, Training, Teaching, Organizational..., Curriculum Design, Academic Advising, Student Counseling, Leadership Development, Community Outreach, Business, Leadership, Adult Education, Network Marketing, Student Development, Classroom, Student Affairs, Home Based Business, Educational Consulting, Public Speaking, Conflict Resolution, Counseling, Retention, Workshop Facilitation, Career Development, Recruiting, Telecommunications, Lifestyle Coaching, Policy, Coaching, Nonprofits, Merchant Services, Energy, Merchant Card Processing, Business Services, Classroom Management, Teacher Training, Educational Technology, Team Leadership, Instructional Technology, Team Building, K-12 Education, Educational Research, Secondary Education, Mentoring, Nonprofit Technology, Youth Entrepreneurship, Youth Mentoring
Education
Grand Canyon University 2014 — 2017
Doctor of Education (Ed.D.), Organizational Leadership
University of North Carolina at Greensboro 2013 — 2014
Non-Profit/Public/Organizational Management
University of North Carolina at Greensboro 2009 — 2011
Post Master's Certificate, College Teaching, Learning, and Leadership
North Carolina Agricultural and Technical State University 2006 — 2008
M.S, Counseling Education
North Carolina Agricultural and Technical State University 2003 — 2006
B.A., Sociology, Psychology
Danville Community College 2002 — 2003
Sociology; Liberal Studies
Parsons Federal Credit Union May 2015 - Present
Unity Review Consulting June 2013 - May 2015
Wharton Gladden & Company July 2014 - April 2015
Allegacy Federal Credit Union May 1994 - June 2013
Allegacy Federal Credit Union November 1999 - June 2005
Allegacy Federal Credit Union May 1994 - November 1999
Skills
Executive Management, Asset Liability..., Business Strategy, Small Business Lending, Company Acquisitions, ALM, Loans, Business Development, Strategic Planning, Credit, Credit Unions, Risk Management, Internal Audit, Leadership Development, Consumer Lending, Management, Business Planning, Mergers & Acquisitions, Start-ups, Leadership, Portfolio Management, Business Process..., Financial Services, Finance, Financial Analysis, Commercial Lending, Mortgage Lending, Credit Analysis, Loan Origination, Financial Risk, Credit Risk, Underwriting, Investments
Education
University of North Carolina at Greensboro 1982 — 1986
BS, Finance
American Intercontinental University 2003 — 2004
MBA, Business Administration and Management, General
Pepperdine Univesity 2009 — 2010
Certificate of Collaboration
Wharton Gladden & Company September 2012 - Present
SBTDC May 2011 - July 2011
Ecobank Nigeria Plc August 2008 - August 2010
Ecobank Nigeria Plc July 2006 - August 2008
Skills
FX trading, Treasury Management, Risk Management, Liquidity Management, Valuation, Credit Risk, Financial Modeling, Financial Analysis, Business Planning, Derivatives, FX Options, Trading, Financial Markets, Investments
Education
Wake Forest University 2010 — 2012
MBA, Finance & Consulting
Olabisi Onabanjo University 1998 — 2003
Bsc, Economics
Piedmont Venture Capital, LLC April 2014 - Present
Wharton Gladden & Company June 2013 - May 2014
Vincent J Gallo & Associates, Inc. August 2008 - June 2013
The Executive Resource Group November 2010 - April 2012
Skills
Retirement Planning, Estate Planning, Financial Planning, Insurance, Wealth Management, Investment Banking, Capital Markets, Private Equity, Commercial Real Estate, Investments, Start-ups, Finance, Fixed Annuities, Small Business, Strategic Financial..., Asset Management, Business Development, Mutual Funds, Venture Capital, Employee Benefits, Strategic Planning, Banking, Retirement, Entrepreneurship, Corporate Finance, Real Estate, Health Insurance, Wealth, Mergers & Acquisitions
Education
High Point University 2004 — 2008
B.S., Finance, Economics
Wharton Gladden & Company August 2009 - Present
Knoxville News Sentinel 2010 - 2010
Wharton Gladden 2009 - 2010
WTVD Eyewitness News Channel May 2009 - July 2009
Salem College August 2006 - May 2009
Winston-Salem Living Magazine January 2009 - January 2009
Freelance 2009 - 2009
Wake Weekly June 2007 - August 2007
Education
Salem College 2006 — 2010
Bachelor of Arts, Communication/Journalism
Wharton Gladden & Company June 2015 - Present
Elon University Office of Financial Planning January 2015 - Present
ANN INC., LOFT June 2014 - January 2015
Manhattan Skyline Management Corp. June 2014 - August 2014
Progressive Dance Studio 2013 - August 2013
Skills
Management, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Leadership, Finance, Investment Banking, Commercial Real Estate..., Accounting, Underwriting, Financial Planning, Financial Analysis, Photoshop, Social Networking, Access, Microsoft Access, OS X, Facebook, Avid Media Composer
Education
Elon University 2012 — 2016
Bachelor's Degree, Finance
Elon University
Goodwill Industries of Northwest NC June 2014 - Present
Freelance Writer/Editor May 2013 - August 2014
Wharton Gladden & Company August 2013 - May 2014
North Carolina Shakespeare Festival October 2011 - August 2013
Festival Stage of Winston-Salem October 2011 - August 2013
Guilford College September 2007 - October 2011
Salem Academy and College June 2004 - August 2007
Skills
Customer Service, Marketing, Public Relations, Public Speaking, Event Planning, Newsletters, Fundraising, Media Relations, Volunteer Management, Community Outreach, Press Releases, Editing, Marketing Communications, Advertising, Social Media, Editorial, Community Development, Publications, Blogging, Nonprofits
Education
Salem College 2002 — 2004
Bachelor's degree, Communication, General
Citi June 2015 - Present
UBS Investment Bank June 2014 - August 2014
Wells Fargo Securities June 2013 - August 2013
Wharton Gladden & Company October 2011 - December 2012
Her Campus January 2012 - May 2012
Hollister Co. December 2010 - January 2011
City Government of Greensboro July 2009 - August 2009
Skills
HTML, CSS, Java, Corporate Finance, Investments, Financial Modeling, Bloomberg, Teamwork, Financial Analysis, Data Analysis, Bloomberg Terminal, Banking, Market Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Research
Education
UNC Kenan-Flagler Business School
Bachelor of Science, Corporate Finance, Investments
University of North Carolina at Chapel Hill
Bachelor of Science (B.S.), Bachelor of Arts (B.A.), Business Major, Economics Major, PPE (Philosophy, Politics, & Economics) Minor
The Chinese University of Hong Kong 2012 — 2012
International Finance, Marketing Management
Grimsley Senior High School 2007 — 2010
International Baccalaureate Diploma
City of Kinston December 2009 - Present
LegalShield Official June 2012 - Present
Wharton Gladden & Company October 2013 - Present
EA Morris Fellowship for Emerging Leaders January 2012 - January 2013
Chris Humphrey Allstate Insurance & ERA Real Estate July 2009 - June 2012
LegalShield Official 2005 - 2009
Pride of Kinston 2003 - 2005
Skills
Public Speaking, Employee Benefits, Social Media, Social Networking, Leadership, Small Business, Marketing, Social Media Marketing, Nonprofits, Budgets, Strategic Planning, Non-profits, Management, Policy, Sales, Team Building, Government, Leadership Development, Fundraising, Customer Service, Time Management, Community Outreach, Training, Advertising, Organizational..., Insurance, Entrepreneurship, Public Relations, New Business Development, Coaching, Human Resources, Recruiting, Executive Management, Event Planning, Contract Negotiation, Newsletters, Event Management, Research, Facebook, Networking, PowerPoint, Account Management, Negotiation, Employee Relations, Team Leadership, Business Development, Sales Management, Marketing Strategy, Outlook, Business Planning
Education
East Carolina University 1999 — 2002
BSBA
Lenoir Community College 1998 — 1999
Transfer
Kinston High School 1993 — 1998
Elon University June 2013 - Present
Credit Suisse May 2015 - August 2015
Wharton Gladden & Company May 2014 - August 2014
Ameriprise Financial Services, Inc. January 2014 - May 2014
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, English, Outlook, Customer Service, Windows, Research, Public Speaking, Negotiation, Time Management, Work Ethic, Analysis, Community Service, Financial Analysis, Interviews, Leadership
Education
Elon University 2012 — 2016
B.S.B.A Finance, Minor in Economics
John Burroughs High School 2006 — 2012
Ladue, MO
Brisco Capital Group February 2010 - Present
Wharton Gladden & Company 2010 - December 2011
The Kalon Group 2002 - 2009
Skills
Capital, Funding, Economics, Business Development, Business, Commodity, Project Finance, Joint Ventures, Private Equity, Trading, Private Placements, Energy, Due Diligence, Venture Capital, Valuation
Education
Harvard Extension School
Masters in Management (Concentration in Finance), Finance, General
Morehouse College
B.S., Mathematics