Wheat First Securities

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Wheat First Securities Employees

Employee
Years
Job
Industry
Jack Mergner Jack Mergner Greensboro/Winston-Salem, North Carolina Area Details
Jack Mergner's Wheat First Securities Experience February 1992 - March 1995
Job President at JGM Wealth Management, LLC
Industry Financial Services
Experience
JGM Wealth Management, LLC   June 2013 - Present
Marcellus Energy Partners, LLC   July 2014 - Present
JGM Partners LLC   January 2010 - Present
Strategic Insurance Solutions Inc.   March 2010 - Present
Management Enterprises, Inc.   June 1986 - December 2009
Resource Companies, Inc.   December 2004 - December 2008
UBS Financial  April 2000 - December 2004
Smith Barney  March 1995 - April 2000
Wheat First Securities   February 1992 - March 1995
Dominick & Dominick, Inc.   June 1985 - February 1992

Skills
Investments, Business Funding, Fixed Annuities, Strategic Financial..., Retirement, Small Business, Asset Management, Life Insurance, Insurance, Portfolio Management, Financial Services, Wealth Management, Retirement Planning, Finance, Start-ups, Risk Management, Management Consulting, Management, Asset Allocation, Strategic Planning, Estate Planning, Project Management, Leadership, Personal Finance, New Business Development, Entrepreneurship, Employee Benefits, Business Planning, Marketing, Financial Analysis, Asset Managment, Financial Planning, Capital Raising, Oil & Gas, Business Development, Mergers & Acquisitions, Real Estate Development, Professional Mentoring, A&D, Construction &..., SBA 7(a) and 504 Loans, Franchise Consulting, A/R Financing &..., Oil & Gas Industry, Marcellus Shale Gas..., Equipment Financing, USDA Financing, LLCs, C Corps,..., Business Funding Using..., Buy-Sell Agreements &...

Education
The Catholic University of America   1976 — 1980
Bachelor of Science (BS), Accounting

John Zampolin John Zampolin Richmond, Virginia Details
John Zampolin's Wheat First Securities Experience 1985 - 1990
Job Sr Vice President/Institutional Equity Sales
Industry Investment Banking
Experience
BB&T Capital Markets  April 1997 - Present
Davenport & Company LLC  1990 - 1997
Wheat First Securities   1985 - 1990
Bear Stearns & Co  1982 - 1985

Skills
Equities, Capital Markets, Equity Research, Bloomberg, Hedge Funds, Equity Sales, Institutional, Equity Trading, Institutional Sales, Institutional...

Education
New York University
Economics

Melinda Lestyan Melinda Lestyan Richmond, Virginia Area Details
Melinda Lestyan's Wheat First Securities Experience 1982 - 1988
Job Financial Associate at Hope Church
Industry Financial Services
Experience
Hope Church  2013 - Present
Richmond Alumnae Panhellnic Association   2011 - Present
Caprin Asset Management, LLC   2006 - 2009
Tom Bondurant   1999 - 2006
Bank of America  1989 - 1995
CFB Advisary, Central Fidelity Bank   1988 - 1989
Wheat, First Securities  1982 - 1988

Skills
Fixed Income, Investments, Securities, Bonds, Finance, Mutual Funds, Trading, Banking, Credit, Investment Advisory, Management, Accounting, Training, Portfolio Management, Microsoft Excel, Microsoft Word, Auditing, Research, Funding

Education
University of Mississippi   1978 — 1981
Bachelor of Arts (B.A.), Sociology/ Economics

University of Mississippi - School of Business Administration   1978 — 1981
Bachelor of Business Administration (B.B.A.), Business Administration/ Accounting

David Settles David Settles Atlanta, Georgia Details
David Settles's Wheat First Securities Experience January 1988 - January 1990
Job VP Business Development, SSgA Atlanta
Industry Investment Management
Experience
State Street Global Advisors  June 2013 - Present
Wellington Management Co., LLP   July 2002 - April 2012
Invesco  January 1996 - July 2002
BankSouth (NationsBank/Bank of America)   January 1990 - January 1996
Wheat First Securities   January 1988 - January 1990
Salomon Brothers  January 1985 - January 1987

Skills
Pension Funds, Defined Benefit, Defined Contribution, Capital Markets, Equities, Alternative Investments, Hedge Funds, Private Equity, Endowment Funds, Foundations, Fixed Income, Institutional..., Asset Allocation, Asset Management, Separately Managed...

Education
Georgia Southern University   1977 — 1982
BS - Communication

Hunter Fisher Hunter Fisher Virginia Beach, Virginia Details
Hunter Fisher's Wheat First Securities Experience 1991 - 1994
Job First Vice President Investments with Wells Fargo Advisors, LLC
Industry Financial Services
Experience
The Alcaraz Fisher Justis Wealth Management Group of Wells Fargo Advisors   2006 - Present
Morgan Stanley  1995 - 2005
Wheat First Securities   1991 - 1994
Wachovia Bank  1985 - 1992

Skills
Retirement Planning, Estate Planning, 401k Rollovers, Investment Strategies, Life Insurance..., College Savings Plans, Social Security

Education
East Carolina University   1991 — 1995
Bachelor of Science (BSBA), Finance

East Carolina University   1991 — 1995
Bachelor of Arts (BS), Psychology

H. Mark Saunders, CFP® H. Mark Saunders, CFP® Richmond, Virginia Area Details
H. Mark Saunders, CFP®'s Wheat First Securities Experience 1982 - 1984
Job President at Saunders Retirement Advisors, Inc.
Industry Financial Services
Experience
Saunders Retirement Advisors, Inc.   1985 - Present
Dean Witter Reynolds  1984 - 1985
Wheat First Securities   1982 - 1984

Education
University of Southern California
Master's degree, Administration

Virginia Commonwealth University
Master's degree, Counseling

Averett University
Bachelor's degree, Psychology

Halifax County (VA) High School

Doug Custer, CFP® Doug Custer, CFP® Bellevue, Washington Details
Doug Custer, CFP®'s Wheat First Securities Experience October 1993 - October 1996
Job Helping Professionals Take Control of Their Financial Health
Industry Financial Services
Experience
Appropriate Balance Financial Services, Inc.   July 2011 - Present
Charles Schwab and Co.  October 1996 - June 2011
Wheat First Securities   October 1993 - October 1996
Churchill Distributors   May 1989 - October 1993

Skills
Certified Financial..., Personal Financial..., Retirement Planning, Registered Investment..., Asset Allocation, Mutual Funds, Separately Managed..., Fixed Income, Fiduciary Services, Qualified Retirement..., 401k, 401k Rollovers, 403b, Benchmarking, Independent Financial..., Investment Management, ERISA

Education
University of Maryland University College
B.S., Finance

Danny Heenan Danny Heenan Greater Philadelphia Area Details
Danny Heenan's Wheat First Securities Experience March 1989 - June 2001
Job Director Investments at Oppenheimer & Co. Inc.
Industry Investment Management
Experience
Oppenheimer & Co. Inc.   June 2012 - Present
Wheat First Securities   March 1989 - June 2001
Merrill Lynch  October 1979 - March 1989

Skills
Securities, 401(k) Rollovers, Wealth Management..., Retirement-Plan..., Estate Investment...

Education
La Salle University   1972 — 1975
Bachelor of Business Administration (B.B.A.), Economics, A

Harrison Stone, Jr Harrison Stone, Jr Baltimore, Maryland Area Details
Harrison Stone, Jr's Wheat First Securities Experience 1992 - 1993
Job General Counsel at ConnectYourCare
Industry Law Practice
Experience
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

Jim Pearce Jim Pearce Washington D.C. Metro Area Details
Jim Pearce's Wheat First Securities Experience September 1983 - June 1988
Job Investment Strategist at Baton Investing
Industry Financial Services
Experience
Baton Investing   July 2014 - Present
Investing Daily  August 2012 - Present
SunTrust Investment Services  January 2008 - December 2011
First Horizon Wealth Management   2006 - 2007
USAdvisors Network  July 2004 - September 2005
XCU Capital Corporation   October 1995 - June 2004
Pearce, Logan & Co.   June 1994 - October 1995
Sovran Investment Corporation   July 1988 - August 1992
Wheat, First Securities  September 1983 - June 1988

Skills
Financial Planning, Relationship Management, Investment Advisory, Small Business, Portfolio Management, Asset Management, Investments, Economics, Strategic Financial..., Finance, Financial Services, Banking, Wealth, Insurance, Fixed Annuities, Asset Allocation, Strategy, Wealth Management, Equities, Investment Strategies

Education
College for Financial Planning   1998 — 2000
CFP

William & Mary   1977 — 1981
BBA

Thomas Edison High School

Neil Gilliss, MBA, CFP® Neil Gilliss, MBA, CFP® Richmond, Virginia Area Details
Neil Gilliss, MBA, CFP®'s Wheat First Securities Experience August 1999 - March 2001
Job President at Canal Capital Management
Industry Investment Management
Experience
Canal Capital Management   April 2011 - Present
Johnson & Gilliss Wealth Management   January 2004 - April 2011
Sagemark Consulting  March 2001 - December 2003
Wheat First Securities   August 1999 - March 2001

Skills
Tax Reduction, Investments, Financial Planning, Options Strategies, Retirement, Portfolio Management, Retirement Planning, Estate Planning, Wealth Management, Endowments, Asset Management

Education
University of Richmond   2001 — 2004
MBA, Finance

Hampden-Sydney College   1995 — 1999
Bachelor of Arts, Managerial Economics

George F. (Rick) Verdone, Jr. George F. (Rick) Verdone, Jr. Charlotte, North Carolina Area Details
George F. (Rick) Verdone, Jr.'s Wheat First Securities Experience 1978 - 1982
Job Senior Vice President, Senior Portfolio Manager at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc.   April 2009 - Present
Smith Barney  1982 - 2009
Wheat, First Securities  1978 - 1982

Education
Tulane University - A.B. Freeman School of Business   1976 — 1978
Masters In Business Administration, Finance and Accounting

UNC Chapel Hill   1971 — 1975
Bachelor of Science, Industrial Relations

Charlotte Country Day School   1966 — 1971

Kymie Owens Kymie Owens Richmond, Virginia Area Details
Kymie Owens's Wheat First Securities Experience January 1993 - January 1997
Job Owner, Designs By Kym
Industry Apparel & Fashion
Experience
Designs By Kym   January 2010 - Present
Henrico County Public Schools  January 1999 - January 2010
Henrico County Social Services   January 1997 - January 1999
Wheat First Securities   January 1993 - January 1997
Investment Company Institute  January 1990 - January 1993

Education
Illinois State University   1979 — 1983
BS, Sociology

Peter Timmons Peter Timmons Washington D.C. Metro Area Details
Peter Timmons's Wheat First Securities Experience 1984 - 1986
Job President at T/R Financial Management Group, LLC and Lotus Investment Management, LLC
Industry Investment Management
Experience
T/R Financial Management Group, LLC   1990 - Present
Lotus Investment Management, LLC   2002 - Present
Valcourt Building Services, LLC   1987 - 1990
Wheat First Securities   1984 - 1986

Skills
Investment Strategies, Management, Strategic Planning, Investments, Portfolio Management, Investment Management, Equities, Asset Management, Alternative Investments, Wealth Management, Investment Advisory

Education
The George Washington University - School of Business   1979 — 1981
MBA, Finance & Investments

Randolph-Macon College   1974 — 1978
Bachelor of Arts (BA), Philosophy

College Franciscain   1966 — 1974
Baccalauréat, Economics

Richard Scarbath Richard Scarbath Washington D.C. Metro Area Details
Richard Scarbath's Wheat First Securities Experience 1995 - 1999
Job Sr Sales Director, Enterprise IT SAAS Solutions
Industry Information Technology and Services
Experience
Genesys (purchased Angel.com)   2013 - Present
Angel.com  May 2006 - January 2013
Invoice Insight  2004 - 2006
Peyton Hadley   2002 - 2004
Net2000  2000 - 2002
Wheat First Securities   1995 - 1999
Legg Mason  1987 - 1995

Skills
Start-ups, Enterprise Software, SaaS, Solution Selling, CRM, Cloud Computing, Business Development, Product Management, Account Management, New Business Development, Telecommunications, Strategic Partnerships, Project Management, Sales, Business Analysis, Pricing, VoIP, Mobile Devices, Salesforce.com, Selling, Professional Services, Sales Management, Pre-sales, Channel, Unified Communications, Contract Negotiation, Management, Networking, Sales Process, Go-to-market Strategy, Call Centers, Channel Partners, Managed Services, Business Intelligence, Marketing, Lead Generation, Direct Sales, Sales Operations, Product Marketing, Business Planning, Strategy, Cold Calling, B2B, Cross-functional Team..., Competitive Analysis, Customer Experience, Outsourcing, Customer Retention, Analytics, Vendor Management

Education
Salisbury University   1981 — 1985
BS, Marketing, Business Management

Fallston High School   1978 — 1982

Steve Knopp Steve Knopp Raleigh-Durham, North Carolina Area Details
Steve Knopp's Wheat First Securities Experience January 1982 - January 1985
Job Economic/Financial Research
Industry Research
Experience
Piedmont Community College  January 2009 - December 2011
SunTrust Bank (retired)   April 1997 - January 2008
First Union National Bank  January 1995 - January 1997
Mercantile-Safe Deposit & Trust Company  January 1993 - January 1995
Huntington Bank  January 1988 - January 1993
Mountain State Bank   January 1985 - January 1988
Wheat First Securities   January 1982 - January 1985

Skills
Academic Research, Academic Writing, Management, Research, Portfolio Management, Marketing, Finance, Banking, Policy Analysis, Strategic Planning, Analysis, Financial Analysis, Investments, Public Speaking, Customer Service, Risk Management, Leadership, Data Analysis, Business Development, Asset Allocation, Investment Management, Series 7, Entrepreneurship, Higher Education, Nonprofits, Economics, Leadership Development, Fundraising

Education
North Carolina State University   2003 — 2005
MA, Economic Policy Analysis

Ohio University   1990 — 1992
MBA, Finance

West Virginia University   1972 — 1976
BS, Agriculture

PHS

PHS

Art Vandenbree, CPA Art Vandenbree, CPA Richmond, Virginia Area Details
Art Vandenbree, CPA's Wheat First Securities Experience October 1978 - June 1980
Job Senior Director Risk Advisory Services at BDO USA, LLP
Industry Management Consulting
Experience
BDO USA, LLP  October 2011 - Present
Vandenbree Consulting   October 2009 - November 2011
KPMG LLP  January 2004 - October 2009
PwC  October 1997 - January 2003
Nabisco  1991 - 1997
RJR Nabisco  1987 - 1991
Coopers & Lybrand  June 1980 - November 1987
Wheat First Securities   October 1978 - June 1980
Hall, Cotman, Garrison & Roseberry CPA's   December 1977 - October 1978

Skills
Sarbanes-Oxley Act, Cost Accounting, Auditing, Management, Risk Assessment, Financial Statements, Mergers & Acquisitions, Internal Audit, Finance, External Audit, IT Audit, Financial Audits, Financial Risk, Accounting, Due Diligence, Enterprise Risk..., Tax

Education
Old Dominion University   1975 — 1976
Accounting

Christopher Newport University   1970 — 1974
BS, MIS

Howard Deskin Howard Deskin Richmond, Virginia Area Details
Howard Deskin's Wheat First Securities Experience January 1988 - January 1990
Job CEO & Internet Marketing Manager
Industry Internet
Experience
Impression Marketing   April 2009 - Present
Business Services Group   January 2007 - March 2009
Wachovia Securities, LLC  2006 - 2009
Wachovia Securities  February 2004 - January 2007
Wachovia Securities  January 1998 - January 2004
First Union Securities  January 1992 - January 1998
First Union Securities  January 1990 - January 1992
Wheat First Securities   January 1988 - January 1990
Wheat First Securities   January 1986 - January 1988
CRANE COMPANY  January 1984 - January 1986

Skills
Program Management, Business Analysis, Financial Analysis, Strategy, Business Process..., Accounting, Internet Strategy, Marketing Strategy, Leadership, Small Business, E-commerce, Financial Services, Project Management, SEM, Sales, Business Process, Auditing, Mergers & Acquisitions, Regulations, Management, Mergers, Analysis, Analytics, Six Sigma, Marketing, Account Reconciliation, Web Analytics, Finance, Process Automation, Web Strategy, Google Analytics, SEO, Team Management, Employee Benefits, PPC, Social Media, Payroll, Internet Services, Securities, Mutual Funds, Strategic Planning, Budgets, Control Theory, MS Project, Project Planning, Web Design, Process Improvement, Website Development, Real Estate, Email Marketing

Education
Virginia Polytechnic Institute and State University - Pamplin College of Business   2001 — 2006
MBA, Business

LIU Post   1977 — 1981
B.S., Accounting

Allen Lanoue Allen Lanoue Danville, Virginia Details
Allen Lanoue's Wheat First Securities Experience 1974 - 2000
Job Writer
Industry Writing and Editing
Experience
Self-employed  2000 - Present
Wheat First Securities   1974 - 2000
Corning Incorporated  1968 - 1974
DuPont  1963 - 1967

Skills
Creative Writing, Copy Editing, Fiction, Editing, Blogging, Non-fiction, Journalism, Short Stories, Proofreading, Freelance Writing, Fiction Writing, Novels, Copywriting, Feature Articles, Web Content, Storytelling, Books, Editorial, Poetry, Ghostwriting

Education
Columbia Business School   1963 — 1965
Master of Business Administration (MBA), Industrial Production Technologies/Technicians

Penn State University   1957 — 1961
Bachelor of Science (B.S.), Chemistry

Jan Branyon Jan Branyon Greensboro/Winston-Salem, North Carolina Area Details
Jan Branyon's Wheat First Securities Experience September 1980 - 1984
Job Broker /GRI at Allen Tate Realtors
Industry Real Estate
Experience
Allen Tate Realtors  March 2005 - Present
Allen Tate Realtors  2005 - Present
Robert Half International  January 1984 - 1986
Wheat First Securities   September 1980 - 1984

Skills
Relocation, First Time Home Buyers, New Home Sales, Residential Homes, Sellers, Real Estate, Real Estate Transactions, New Homes, Marketing, HUD, Move Up Buyers, Buyers, Buyer Representation, Single Family Homes, Investors, Real Property, Property, Investment Properties, Foreclosures, Listings

Education
Radford University   1976 — 1980

Aric Wagner Aric Wagner Fredericksburg, Virginia Details
Aric Wagner's Wheat First Securities Experience May 1992 - April 1994
Job Senior Vice PresidentInvestments at Davenport & Company LLC
Industry Financial Services
Experience
Davenport & Company LLC  May 1994 - Present
Wheat, First Securities  May 1992 - April 1994

Skills
Securities, Retirement, Mutual Funds, Investments, Financial Advisory, Finance, Financial Analysis, FINRA, Retirement Planning, Investment Advisory, Portfolio Management, Insurance, Financial Services, Strategic Financial..., Series 7, 401k

Education
Penn State University   1988 — 1992
BA, Speech Communication

Indiana University of PA

Lee Parker Lee Parker Raleigh-Durham, North Carolina Area Details
Lee Parker's Wheat First Securities Experience September 1985 - August 1998
Job SVP, CRPC, Triangle Securities Wealth Management Inc.
Industry Financial Services
Experience
Triangle Securities Wealth Management Inc.   September 2000 - Present
Wheat First Butcher Singer  August 1998 - August 2000
Wheat First Securities   September 1985 - August 1998

Skills
Series 7

Education
College of Financial Planning   1998 — 1998
Chartered Retirement Planning Counselor, Finance

University of North Carolina at Chapel Hill   1980 — 1984
BA, History

Lee Crouch Lee Crouch Wilmington, North Carolina Area Details
Lee Crouch's Wheat First Securities Experience January 1981 - December 1985
Job Realtor at Intracoastal Realty
Industry Real Estate
Experience
Intracoastal Realty  January 1987 - Present
Wheat First Securities   January 1981 - December 1985
Wachovia Bank  June 1978 - December 1980

Skills
Sellers, Buyer Representation, Real Estate, Foreclosures, Short Sales, New Home Sales, Listings, First Time Home Buyers, Single Family Homes, Relocation, Investment Properties, REO, Condos, Real Estate Transactions, Townhomes

Education
Wofford College   1974 — 1978
BA, Economics

University of North Carolina at Wilmington

Susan Cintron Susan Cintron Virginia Beach, Virginia Details
Susan Cintron's Wheat First Securities Experience July 1988 - November 1990
Job Human Resources at Virginia Beach City Public Schools
Industry Education Management
Experience
Virginia Beach City Public Schools  November 1990 - Present
Wheat First Securities   July 1988 - November 1990
Checkered Flag Auto Group  December 1987 - July 1988

Skills
Data Entry, Employee Training, Hiring Practices, Mass Hiring, Human Resources, Computer Proficiency, Public Speaking, Employee Relations, Fingerprinting, Background Checks, Notary Public

Education
De Anza College   1977 — 1979

Freemont High School   1975 — 1977

Monte Lehmkuhler Monte Lehmkuhler Washington D.C. Metro Area Details
Monte Lehmkuhler's Wheat First Securities Experience August 1990 - August 1997
Job Senior Managing Director at FBR Capital Markets
Industry Investment Banking
Experience
FBR Capital Markets  August 1997 - Present
Wheat First Securities   August 1990 - August 1997

Skills
Hedge Funds, Equity Research, Equity Trading, Investment Banking, Equities, Bloomberg, Financial Modeling, Securities, Capital Markets, Valuation, Alternative Investments, Financial Markets, Private Equity, Investments, Asset Management, Series 7, Trading, Series 63

Education
Hampden-Sydney College   1984 — 1988
Bachelor of Arts (BA), Economics

Dr. Richard Ellis Dr. Richard Ellis Fayetteville, North Carolina Area Details
Dr. Richard Ellis's Wheat First Securities Experience August 1983 - August 1985
Job Salesman at JML Piano
Industry Music
Experience
JML Piano   August 2010 - Present
Fayetteville State University  August 1996 - Present
Wheat First Securities   August 1983 - August 1985
Merrill Lynch  June 1980 - June 1983

Skills
Pianist, Piano Performance, Composing, Gospel, Piano, Music Education, Music, Music Theory

Education
University of North Carolina at Greensboro   1984 — 1987
ED. D, Instruction of Business in Colleges

Wake Forest University   1978 — 1980
MBA, Marketing and Finance

Lindenwood University   1976 — 1978
BS, Business and Education

Boston Tech   1962 — 1965
High School, College prep

Sherri (Staton) Hutchinson Sherri (Staton) Hutchinson Richmond, Virginia Area Details
Sherri (Staton) Hutchinson's Wheat First Securities Experience 1994 - 1996
Job Founder & Creative Director at 429 Designs
Industry Marketing and Advertising
Experience
429 Designs   October 2012 - Present
Dandy Games   September 2013 - September 2014
Design Com   1997 - 2009
Wheat First Butcher Singer  1996 - 1997
Wheat First Securities   1994 - 1996

Skills
Web Design, Adobe Creative Suite, Marketing Strategy, Marketing Communications, Photoshop, Graphic Design, Creative Direction, Customer Service, Advertising, Corporate Branding, Microsoft Office, Graphics, Public Relations, Email Marketing, Online Marketing, Social Media Marketing, Brand Development, WordPress, SEO, Copywriting, Social Media, Social Networking, Website Development, Online Advertising, Photography, Marketing, Blogging, User Experience, Google Analytics, Strategy, Digital Media, Digital Strategy, Web Development, Management

Education
East Carolina University
Political Science

Patrick Henry High   1982 — 1985

R. William Bayliss III, CRPC R. William Bayliss III, CRPC Winchester, Virginia Details
R. William Bayliss III, CRPC's Wheat First Securities Experience May 1983 - January 1995
Job Financial Advisor, Managing DirectorInvestments at The Bayliss Wealth Management Group of Wells Fargo Advisors
Industry Financial Services
Experience
The Bayliss Wealth Management Group of Wells Fargo Advisors, LLC   January 2009 - Present
Wachovia Securities LLC  January 1995 - January 2009
Virginia Retirement System  March 1994 - February 2002
Wheat First Securities   May 1983 - January 1995

Skills
401k Rollovers, Medical Practice..., Multi Generational..., Retirement Income..., Risk Management, Portfolio Management, Mutual Funds, Financial Services, Finance, Wealth Management, Investments, Financial Advisory, Retirement Planning, Series 63, Series 7, Investment Strategies, Asset Allocation, Asset Management, Investment Advisory

Education
University of Pennsylvania - The Wharton School   1998 — 1998
Certificate, Pension Funds and Money Managment

University of Virginia   1970 — 1974
Bachelor's Degree, Economics and Government and Foreign Affairs

Jeff Hays Jeff Hays Greater Nashville Area Details
Jeff Hays's Wheat First Securities Experience January 1995 - October 2001
Job Owner, Hays Advisory, LLC
Industry Investment Management
Experience
Hays Advisory, LLC   October 2001 - Present
Wheat First Securities   January 1995 - October 2001

Education
Lipscomb University   1990 — 1994

Barbara Cohen Barbara Cohen Greater New York City Area Details
Barbara Cohen's Wheat First Securities Experience 1992 - 1994
Job Managing Director and Head of Institutional Sales at Summit Research Partners LLC
Industry Financial Services
Experience
Summit Research Partners LLC   June 2013 - Present
Sidoti & Company, LLC   January 2009 - May 2013
KeyBanc Capital Markets  2005 - 2008
Schroders  1997 - 1999
Wheat First Securities   1992 - 1994

Skills
Equities, Equity Research, Hedge Funds, Investments, Trading, Series 63, Asset Management, Series 7, Institutional Sales, Capital Markets, Bloomberg, Portfolio Management, Alternative Investments, Securities, Strategy, Series 24, Private Equity, Financial Markets, Executive Management, Equity Capital Markets, Finance, Series 65

Education
University of Pennsylvania - The Wharton School   1995 — 1997
MBA, Finance

Cornell University   1988 — 1991
BS, Economics

Stuyvesant High School

Kathy Fields Kathy Fields Richmond, Virginia Area Details
Kathy Fields's Wheat First Securities Experience 1984 - 1988
Job Territory Manager Virginia & West Virginia at Stanton Carpet
Industry Textiles
Experience
Stanton Carpet  July 2014 - Present
Clicks & Bricks Retail Consulting   October 2012 - June 2014
HomeGalleryStores.com   2012 - 2013
City Yoga  2002 - 2012
VERVE 27 fine art & gift gallery   2009 - 2011
Duck Landing & Four Seasons LLC   2000 - 2006
Heilig-Meyers Furniture Company  1988 - 2000
Wheat, First Securities  1984 - 1988

Skills
Textiles, Merchandising, Sourcing, Retail, Furniture, E-commerce, Visual Merchandising, Trade Shows, Creative Direction, Marketing Strategy, Product Development, Fashion, Digital Marketing, Digital Trends, Internet Trends, Online Content Creation, Corporate Blogging, Pinterest, Merchandise Development, Identifying Trends, Entrepreneurship, SEO, SEM, PPC, Social Media, Pricing, Trend Analysis, Marketing, Market Planning, Budgets, B2B, Management, Brand Management, Email Marketing, Brand Development, Social Networking, Advertising, Photography, Sales, Online Marketing, Sales Management, Strategy, New Business Development, Social Media Marketing, Direct Marketing, P&L Management, Marketing Management, Competitive Analysis, Start-ups, Selling

Education
Randolph-Macon Woman's College
Bachelor of Science (BS), Political Science & Economics

American University
Honors Program, Political Science - Internship, Virginia Congressman Frank Wolf

Laurie Carroll, SPHR Laurie Carroll, SPHR Richmond, Virginia Details
Laurie Carroll, SPHR's Wheat First Securities Experience 1987 - 1989
Job Senior Manager, Human Resources at Cherry Bekaert LLP
Industry Human Resources
Experience
Cherry, Bekaert LLP  August 2012 - Present
Wells Fargo Advisors (formerly Wachovia Securities, LLC.)   2008 - June 2011
Wachovia Securities, LLC  2004 - 2007
Wachovia Securities  2000 - 2003
First Union Securities  1998 - 2000
Wheat First Butcher Singer  1989 - 1998
Wheat First Securities   1987 - 1989
Wheat First Securities   1985 - 1987

Skills
Deferred Compensation, Employee Engagement, Succession Planning, Talent Acquisition, Employee Relations, Technical Recruiting, Personnel Management, Recruiting, Workforce Planning, Executive Coaching, Employee Benefits, Human Resources, Strategy, Leadership

Education
University of Richmond
BAS, Human Resource Management

Clay Eubank, CIMA, CPWA Clay Eubank, CIMA, CPWA Richmond, Virginia Area Details
Clay Eubank, CIMA, CPWA's Wheat First Securities Experience April 1979 - October 1991
Job Senior Financial Counselor at The Colony Group
Industry Investment Management
Experience
The Colony Group  March 2015 - Present
CapGroup Advisors   April 1991 - February 2015
Wheat First Securities   April 1979 - October 1991

Education
University of Richmond - Robins School of Business
BS, Bussiness Administration

Susan Warzek Katz Susan Warzek Katz Greater New York City Area Details
Susan Warzek Katz's Wheat First Securities Experience January 1986 - November 1989
Job Senior Digital Marketing Manager
Industry Marketing and Advertising
Experience
Goodwin Procter LLP  October 2013 - Present
Wilson Elser  January 2011 - September 2013
Kelley Drye & Warren LLP  2008 - 2010
Curtis Mallet-Prevost Colt & Mosle   2007 - 2010
Winston & Strawn LLP  2008 - 2008
FactSet Research Systems  2001 - 2003
FactSet Research Systems Inc.  1993 - 2001
FactSet Research Systems  1990 - 1993
Wheat First Securities   January 1986 - November 1989

Skills
Online Marketing, Content Management, Project Management, Web Project Management, Web Content, Web Analytics, Social Media Marketing, Copywriting, Copy Editing, Marketing Copy, CMS, Databases, CRM, Proposal Writing, Online Advertising, Marketing, Integrated Marketing, Marketing Communications

Education
Lafayette College   1982 — 1984
AB

Northeastern University   1980 — 1982

Robert Connor, Jr. Robert Connor, Jr. Greater San Diego Area Details
Robert Connor, Jr.'s Wheat First Securities Experience January 1987 - April 1989
Job Founder & CEO at CraftUnion
Industry Internet
Experience
CraftUnion   June 2015 - Present
PayCode Inc.   March 2010 - Present
IP Royalty LLC.   March 2010 - Present
RPM Brewing   2013 - 2014
Independence Brewing Company   February 1994 - September 1999
Pennsylvania Merchants Group- PMG Ltd.   May 1989 - June 1994
Wheat First Securities   January 1987 - April 1989

Skills
Investment Banking, Entrepreneur, Direct Sales, Entrepreneurship, Portfolio Management, Wealth Management, Sales, Start-ups, Business Strategy, Strategy, Management Consulting, Business Development, Executive Management, Analytics, Business Planning, Competitive Analysis, Business Analysis, Strategic Partnerships, Market Research, Marketing Strategy, Online Marketing, New Business Development, Mergers & Acquisitions, Direct Marketing

Education
University of Richmond   1981 — 1985
BA, Economics & Sociology

Chestnut Hill Academy

Angus Burton Angus Burton Baltimore, Maryland Area Details
Angus Burton's Wheat First Securities Experience 1989 - 1998
Job Owner, Marathon Capital Management
Industry Investment Management
Experience
Marathon Capital Management   Vice PresidentRBC Dain Rauscher1999 - 2006
Wheat First Securities   1989 - 1998

Education
Hobart and William Smith Colleges   1978 — 1981

James Nigh James Nigh Raleigh-Durham, North Carolina Area Details
James Nigh's Wheat First Securities Experience September 1990 - October 1993
Job Patent Examiner at US Patent and Trademark Office
Industry Government Administration
Experience
US Patent and Trademark Office  February 2008 - Present
BITS  February 2001 - September 2007
NES Marketing   April 1999 - February 2001
New Era Sales   January 1994 - April 1999
Wheat First Securities   September 1990 - October 1993
Hewlett-Packard  July 1989 - September 1990
Hewlett-Packard  June 1988 - July 1989
Sperry Marine  April 1984 - May 1988
United Technologies  August 1981 - March 1984
United Technologies  January 1981 - August 1981

Education
James Madison University - College of Business   1985 — 1987
Master of Business Administration (MBA)

Purdue University   1976 — 1980
Bachelor of Science (BS), Electrical and Electronics Engineering

Howie Shapiro Howie Shapiro Richmond, Virginia Details
Howie Shapiro's Wheat First Securities Experience December 1991 - May 1997
Job Business Systems Consultant, VP, PMP at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  April 2011 - Present
Wells Fargo Advisors  June 1997 - April 2011
Wheat, First Securities  December 1991 - May 1997
Coreast Savings Bank, FSB   December 1988 - December 1991
Dime Savings Bank of NY  1986 - 1988

Skills
Securities, Process Improvement, Business Analysis, Relationship Management, Requirements Gathering, Functional..., Telecommunications..., Financial Reporting, Data Mapping, Data Conversion, SDLC, Software Documentation, PMP, Training, Financial Services, Banking, Risk Management, Integration, Vendor Management, Management

Education
Virginia Commonwealth University - School of Business   1996 — 1998
MBA, Fast Track Executive MBA

Binghamton University   1980 — 1984
B.A., Economics

General Douglas MacArthur High School   1977 — 1980
Regents Scholarship

Michael Wade Michael Wade Richmond, Virginia Area Details
Michael Wade's Wheat First Securities Experience January 1993 - January 1994
Job at Deloitte & Touche
Industry Capital Markets
Experience
Deloitte & Touche  January 2009 - Present
Deloitte & Touche  2009 - Present
Wachovia  January 2008 - December 2008
Wachovia Securities  January 2005 - December 2007
Wachovia Securities  January 2001 - January 2005
Wachovia Securities  January 2000 - 2001
Mentor Investment Group   January 1998 - January 2000
Mentor Investment Group   January 1996 - January 1998
Mentor Investment Group   January 1994 - January 1996
Wheat First Securities   January 1993 - January 1994

Skills
Mergers, Strategy, Mergers & Acquisitions, Risk Management, Leadership, Project Management, Capital Markets, Governance, Management, Cross-functional Team..., Strategic Planning, Securities, Project Planning, Financial Modeling, Financial Analysis, Corporate Finance, Forecasting, Integration, Operational Risk..., Team Leadership, Finance, Team Building, Consulting

Education
Duke University - The Fuqua School of Business   2001 — 2003
MBA

Virginia Polytechnic Institute and State University   1985 — 1989
BS, Accounting

Don Trice Don Trice Mechanicsville, Virginia Details
Don Trice's Wheat First Securities Experience 1989 - 1991
Job System Engineer at Xerox
Industry Information Technology and Services
Experience
Xerox  January 2013 - July 2015
Virginia Farm Bureau  July 2010 - March 2012
Magellan Health Services  March 2005 - July 2010
SunTrust Bank  2002 - 2005
Pelican Technology   2001 - 2002
Modis  1995 - 2001
Anthem  1993 - 1995
First Health Services  1991 - 1993
Wheat First Securities   1989 - 1991
The Computer Company  1983 - 1989

Skills
JCL, DB2, VSAM, Production Support, COBOL, Systems Analysis, TSO, SDLC, Troubleshooting, Oracle, SharePoint, CICS, Analysis, Testing, SQL, Fileaid

Education
University of Richmond   1990 — 1998
Bachelor of Arts (B.A.), Human Resources Management and Services, 3.6

J. Sargeant Reynolds Community College   1986 — 1990
Associate of Arts and Sciences (A.A.S.), Information Technology, 4.0

Henrico High

Brian Gagnon Brian Gagnon Greater New York City Area Details
Brian Gagnon's Wheat First Securities Experience November 1987 - December 1991
Job Senior Partner at Gagnon Securities
Industry Financial Services
Experience
Gagnon Securities  January 2000 - Present
Gilder Gagnon Howe  December 1992 - January 2000
Beart Stearns   December 1991 - December 1992
Wheat First Securities   November 1987 - December 1991

Education
University of Richmond - Robins School of Business   1984 — 1988
Bachelor of Science, Business

Claire Craighill Claire Craighill Richmond, Virginia Area Details
Claire Craighill's Wheat First Securities Experience May 1993 - May 1994
Job Director, Certified Financial Planner at SBK Financial
Industry Financial Services
Experience
SBK Financial   Senior Vice President, Private Wealth ManagementSunTrust BankMay 1994 - March 2007
Wheat First Securities   May 1993 - May 1994

Education
Hollins University   1979 — 1983
BA

Andrew Conover Burns Andrew Conover Burns Chapel Hill, North Carolina Details
Andrew Conover Burns's Wheat First Securities Experience 1986 - 1992
Job Hamilton Point Investment Advisors,LLC
Industry Investment Management
Experience
Hamilton Point Investment Advisors,LLC   September 2007 - Present
Strategic Investment Advisors   July 1992 - April 2007
Wheat First Securities   1986 - 1992
Legacy Wachovia Bank   1981 - 1986
Irving Trust Company  1978 - 1982

Education
Hamilton College   1974 — 1978
Bachelor of Arts (B.A.), Economics

Clinton New York

Clinton New York

Clinton New york

Alan B. Wells Alan B. Wells Greater Philadelphia Area Details
Alan B. Wells's Wheat First Securities Experience April 1991 - September 1996
Job President at Eventus Strategic Partners
Industry Management Consulting
Experience
Eventus Strategic Partners   September 2004 - Present
KPMG  October 1996 - August 2004
Wheat First Securities   April 1991 - September 1996
KPMG  June 1970 - March 1991

Skills
Public Finance, Strategic Planning, Certified Public..., Financial Modeling, CPA, Due Diligence, Mergers & Acquisitions, New Business Development, Marketing Strategy, Management Consulting, Budgets, Start-ups, Executive Management, Managerial Finance, Corporate Finance, Finance, Project Planning, Financial Analysis, Auditing, Private Equity

Education
Penn State University   1966 — 1970
BS, Accounting

Matt Tuchi Matt Tuchi Charlotte, North Carolina Area Details
Matt Tuchi's Wheat First Securities Experience March 1991 - June 1993
Job Director at US Bank
Industry Capital Markets
Experience
US Bank  May 2010 - Present
Wachovia Securities  June 1993 - May 2010
Wachovia Bank  June 1993 - May 2010
Wheat, First Securities  March 1991 - June 1993

Education
University of Arizona   1986 — 1990
BA, Economics

Salpointe Catholic   1985 — 1986

St. Francis High School   1982 — 1985

Richard Holt, CFA Richard Holt, CFA Greater Philadelphia Area Details
Richard Holt, CFA's Wheat First Securities Experience 1981 - 1986
Job Chief Investment Strategist at Legacy Advisors LLC
Industry Financial Services
Experience
Legacy Advisors LLC  December 2005 - Present
1838 Investment Advisors  2003 - 2005
McHugh Associates   1996 - 2003
Fred Alger Management  1995 - 1996
Pitcairn Trust Company  1992 - 1995
Wheat First Butcher & Singer   1990 - 1992
Prudential Bache Securities  1986 - 1990
Wheat First Securities   1981 - 1986

Skills
Investments, Mutual Funds, Equities, Wealth Management, Portfolio Management, Investment Management, Investment Strategies, Asset Management, Alternative Investments, Asset Allocation

Education
University of Richmond - Robins School of Business   1976 — 1980
BS, Economics, Finance and Accounting

The CFA Institute
CFA Designation

Fash Marvi Fash Marvi Greater New York City Area Details
Fash Marvi's Wheat First Securities Experience January 1990 - January 1994
Job Fash
Industry Human Resources
Experience
Bank of America  October 2014 - Present
MERRILL LYNCH & CO  January 2005 - July 2011
Merrill Lynch  January 1998 - July 2001
Merrill Lynch  September 1994 - December 1997
Wheat First Securities   January 1990 - January 1994

Skills
Fixed Income, Derivatives, Capital Markets, Trading Systems, Risk Management, Trading, Financial Analysis, Strategic Planning, Insurance, Electronic Trading, Strategic Financial..., Financial Advisory, Due Diligence, Finance, Financial Risk, Equities, SQL, Valuation, Contract Negotiation, Litigation

Education
All
Bachelor of Business Administration (BBA), Finance, General

The George Washington University
MBA; BBA, International Business; Finance

Scott Peterfy Scott Peterfy Richmond, Virginia Area Details
Scott Peterfy's Wheat First Securities Experience July 1991 - April 1998
Job Managing Director at BB&T Capital Markets
Industry Investment Banking
Experience
BB&T Capital Markets  July 1999 - Present
First Union  May 1998 - June 1999
Wheat First Securities   July 1991 - April 1998
The Ohio Company  June 1981 - June 1991

Skills
Capital Markets, Bloomberg, Credit, Investments, Portfolio Management

Education
Marshall University   1976 — 1981
BA, criminology

Marshall University   1976 — 1981

Mary Ann Owen Mary Ann Owen Wilmington, North Carolina Area Details
Mary Ann Owen's Wheat First Securities Experience April 1978 - March 1980
Job Instructor at Securities Training Corp.
Industry Financial Services
Experience
Securities Training Corporation  November 2006 - Present
Wheat First Butcher Singer  August 1987 - February 2008
Wachovia Securities  1987 - 2007
Wheat, First Securities, Inc. (now part of Wells Fargo Advisors, LLC)   1987 - 2004
Wheat, First Securities  April 1978 - March 1980

Skills
Mutual Funds, Investment Advisory, Banking, Financial Services, Asset Managment, Fixed Income, Equities, Public Speaking, Fixed Annuities, Series 6, 7, 9, 10,..., Variable Annuities

Education
Virginia Commonwealth University - School of Business   1994 — 1996
MBA, Business

Indiana University of Pennsylvania   1969 — 1973
B.S. Education, Elementary Education and Teaching

Jeffrey Harpel Jeffrey Harpel Harrisburg, Pennsylvania Area Details
Jeffrey Harpel's Wheat First Securities Experience 1995 - 1998
Job Senior Finance / Accounting Professional to the Financial Services / Securities Brokerage Industry
Industry Financial Services
Experience
Oyster Consulting LLC  June 2009 - Present
Wells Fargo Advisors  January 2009 - May 2009
Wachovia Securities, LLC  2004 - 2009
Wachovia Securities, LLC  1998 - 2004
Wheat First Securities   1995 - 1998
Wheat First Securities   1992 - 1994
Wheat First Securities   1989 - 1992

Skills
Finance, Due Diligence, Internal Controls, Mergers & Acquisitions, Project Management, Financial Accounting, Accounts Payable, Financial Services, Financial Reporting, Accounting, Analysis, Account Reconciliation, Fixed Income, Auditing, Securities, Business Process..., Alternative Investments, Asset Management, Internal Audit, Series 63, Mutual Funds, Wealth Management, Training, Strategy, Equities, Process Improvement, Back Office, Investment Advisory, Business Analysis, Vendor Management, Management, Trading

Education
Penn State University   1971 — 1975
BS, Accounting

Hugh Fitzpatrick Hugh Fitzpatrick Greater New York City Area Details
Hugh Fitzpatrick's Wheat First Securities Experience 1992 - 1996
Job President at Princeton Capital Management
Industry Financial Services
Experience
Princeton Capital Management   2006 - Present
Wachovia Securities  1992 - 2006
Wheat First Securities   1992 - 1996
Alex. Brown & Sons   1981 - 1992

Education
Duke University   1970 — 1974
BA, History

Princeton High School   1966 — 1970

Michael Gavin Michael Gavin Greater Los Angeles Area Details
Michael Gavin's Wheat First Securities Experience 1990 - 1992
Job Market Sales Manager
Industry Financial Services
Experience
Merrill Edge  2015 - Present
Merrill Edge  June 2014 - Present
TD Ameritrade  July 2009 - June 2014
Charles Schwab  1996 - 2009
Charles Schwab  1992 - 1996
Wheat First Securities   1990 - 1992
United States Marine Corps  1985 - 1991
Prudential Bache Securities  1988 - 1990

Skills
Series 7, Series 65, Series 9, Series 10, Sales, Fixed Annuities, Management, Uniform Combined State..., Series 24, Leadership, Finance, 401k, Life Insurance, Investment Strategies, Alternative Investments, Relationship Management, Trading, Customer Service, Private Banking, ETFs, Long-term Care, Options, Portfolio Management, Series 63, Risk Management

Education
George Mason University

J. Thomas Antonelli Jr. CFA J. Thomas Antonelli Jr. CFA Charlottesville, Virginia Area Details
J. Thomas Antonelli Jr. CFA's Wheat First Securities Experience 1980 - 1987
Job Wealth Advisor at The Capital Management Corporation
Industry Financial Services
Experience
The Capital Management Corporation   September 2011 - Present
Financial Designs  April 2009 - September 2011
Flippin, Bruce & Porter   October 1993 - March 2009
Wheat First Securities   1980 - 1987

Skills
Portfolio Management, Investment Advisory, Wealth Management..., Wealth Accumulation..., Wealth Preservation..., Investment Management, Retirement Planning, Asset Managment, Asset Allocation, Family Office, Asset Management, Wealth Management, Estate Planning, Finance, Investment Strategies, Mutual Funds, Investments, Retirement, Strategic Financial..., Financial Advisory, Alternative Investments, 401k, Fixed Annuities, High Net Worth..., Series 7, Series 65, Life Insurance, Series 63, Equities, Financial Planning

Education
University of Richmond   1972 — 1973

Mount Saint Mary's College   1968 — 1972
Bachelor of Science, Economics

Jack Powers Jack Powers Greater New York City Area Details
Jack Powers's Wheat First Securities Experience 1991 - 1992
Job Institutional Equity Sales Trader at APB Financial Group, LLC
Industry Banking
Experience
APB Financial Group, LLC   December 2013 - Present
INTL Trading  September 2011 - January 2012
Commerzbank AG  July 2007 - October 2009
Alfa Capital   2007 - 2007
Halpern Capital   2005 - January 2006
Numis Securities  2006 - 2006
ABN AMRO  1996 - 2001
Credit Lyonnais Securities  1993 - 1996
Wheat FIrst Securities   1991 - 1992
KBW  1988 - 1989

Skills
Equities, Trading, Hedge Funds, Investments, Bloomberg, Electronic Trading, Asset Management, Capital Markets, Investment Management, Fixed Income, Hedging, Trading Strategies, Currency, Traders, Derivatives, Trading Systems, Investment Banking, Options, Series 7, Institutional, FINRA, Market Making, Series 24, global equities trading, domestic equity trading, Series 63, Equity Research, FX Options, Securities, Financial Markets, Alternative Investments, Equity Derivatives, ETFs, Emerging Markets, Proprietary Trading, Structured Products, Commodity, Bonds, Prime Brokerage, Swaps, International equities, Finance, Equity Trading

Education
Cold Spring Harbor High School

Hobart and William Smith Colleges
BA, Political Science

Lonnie Whitlock Lonnie Whitlock Richmond, Virginia Area Details
Lonnie Whitlock's Wheat First Securities Experience January 1983 - January 1993
Job Managing Director at Lowe Brockenbrough & Co
Industry Investment Management
Experience
Lowe Brockenbrough & Co   January 1993 - Present
Wheat First Securities   January 1983 - January 1993
Virginia Retirement System  May 1972 - January 1983

Skills
Chartered Financial...

Education
Virginia Commonwealth University   1970 — 1976
Master of Science in Business, Accounting & Finance

University of Richmond   1966 — 1970
Bachelor of Arts, History & Political Science

Frances Rickman Frances Rickman Richmond, Virginia Area Details
Frances Rickman's Wheat First Securities Experience 1985 - 2006
Job Financial Services Professional
Industry Financial Services
Experience
Davenport & Company LLC  May 2006 - September 2009
Company LLC   May 2006 - September 2009
Wachovia Securities  1985 - 2006
Wheat First Union  1985 - 2006
Wheat First Securities   1985 - 2006
First Union Securities  1985 - 2006
Wells Fargo Advisors (formerly Wachovia Securities and predecessor firms)   1985 - 2005
Wachovia Securities, LLC  January 1985 - January 2004

Skills
IRAs, Series 63, Retirement Planning, Series 24, Mutual Funds, FINRA, Retirement, Financial Advisory

Education
College for Financial Planning
CRPC, Qualified Retirement Plans

National Business College
Business

Prince Edward AcademyNational Business College

Joseph D. Thompson, CLTC Joseph D. Thompson, CLTC Charleston, West Virginia Area Details
Joseph D. Thompson, CLTC's Wheat First Securities Experience 1988 - 1991
Job Principal, Thompson Wealth Management, Inc.
Industry Investment Management
Experience
Thompson Wealth Management, Inc.   1991 - Present
LPL Securities   1991 - 2001
Wheat First Securities   1988 - 1991
Shearson Lehman Brothers  1984 - 1988

Education
University of Kentucky   2001 — 2002
Graduate Studies, Business and Economics

West Virginia University Institute of Technology   1977 — 1981
BS, Business Management, Accounting

Jim Mabry Jim Mabry Charleston, South Carolina Details
Jim Mabry's Wheat First Securities Experience 1991 - 2000
Job Executive Vice President
Industry Banking
Experience
South State Bank  August 2015 - Present
KBW  June 2000 - August 2015
Wheat First Securities   1991 - 2000
KBW  1983 - 1991
First Union National Bank  1979 - 1981

Education
UNC Chapel Hill - Kenan Flager   1981 — 1983
MBA, Finance

UNC Charlotte   1975 — 1979
BA, Business Administration

&​#39;Johnny Chapman&​#39; &​#39;Johnny Chapman&​#39; Washington D.C. Metro Area Details
&​#39;Johnny Chapman&​#39;'s Wheat First Securities Experience November 1978 - July 1986
Job Warehouse Lead at SkyBitz, Inc.
Industry Transportation/Trucking/Railroad
Experience
SkyBitz, Inc.   August 2005 - July 2014
Wheat First Securities   November 1978 - July 1986
U.s Marine Corps  October 1958 - November 1978

Skills
Logistics, Supply Chain, Inventory Management, Materials Management, Supply Chain Management, Operations Management, Cross-functional Team..., MRP, Process Improvement, Continuous Improvement, Warehousing, Supply Management, Team Leadership

Education
The George Washington University   1975 — 1978
Master of Business Administration (MBA), Behavioral Science in Organization Development

The George Washington University   1973 — 1975
BS in Administration

Lawrence P. Schoonmaker III Lawrence P. Schoonmaker III Mount Airy, Maryland Details
Lawrence P. Schoonmaker III's Wheat First Securities Experience January 1990 - February 1994
Job President at Schoonmaker Investment Management, Inc.
Industry Investment Management
Experience
Schoonmaker Investment Management, Inc.   June 1999 - Present
Van Sant & Mewshaw, Inc   February 1994 - May 1999
Wheat First Securities   January 1990 - February 1994
Smith Barney  October 1987 - January 1990
Stuart James Investment Bankers  June 1985 - October 1987

Education
University of Maryland College Park   1981 — 1985
BA, Economics

ROBERT SHULMAN ROBERT SHULMAN Mount Laurel, New Jersey Details
ROBERT SHULMAN's Wheat First Securities Experience 1989 - 1991
Job Vice President / Wealth Management at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott  January 2009 - Present
Smith Barney  January 2006 - January 2009
Legg Mason  November 1991 - January 2006
Wheat First Securities   1989 - 1991
Butcher and Singer   1985 - 1989

Skills
Wealth Management, Retirement Planning, Mutual Funds, Asset Allocation, Series 7, Investment Advisory, Series 63, Investment Strategies, Retirement, Alternative Investments, Wealth Management..., Estate Planning, Securities, Series 65, Financial Advisory, ETFs, Fixed Annuities, Strategic Financial..., Uniform Combined State..., Investments, 401k, IRAs, Equities, Fixed Income, Finance

Education
Penn State University
Bachelor of Science (BS), Business Logistics

University Of Michigan

JOHN WHITCOMB JOHN WHITCOMB Sarasota, Florida Details
JOHN WHITCOMB's Wheat First Securities Experience 1983 - 1989
Job INVESTMENT ADVISOR at SKYBOX FINANCIAL GROUP
Industry Financial Services
Experience
SKYBOX FINANCIAL GROUP   January 2012 - Present
Raymond James Financial Inc.  1996 - 2012
WHEAT FIRST SECURITIES   1983 - 1989

Education
Randolph-Macon College
BACHELOR OF ARTS, ECONOMICS

Kathy Neff Kathy Neff Greensboro, North Carolina Details
Kathy Neff's Wheat First Securities Experience 1990 - 1998
Job Nonprofit Fundraising
Industry Nonprofit Organization Management
Experience
Dylan Price Memorial Golf Tournament   January 2014 - July 2014
Wheat First Securities   1990 - 1998

Education
University of North Carolina at Greensboro   2013 — 2015
Certificate in Nonprofit Management, Nonprofit Fundraising

University of North Carolina at Chapel Hill   1984 — 1988
Bachelor of Arts (BA), Speech Communication and Rhetoric/Mathematics