Wheat First Securities
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Wheat First Securities Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Hays Advisory, LLC October 2001 - Present
Wheat First Securities January 1995 - October 2001
Education
Lipscomb University 1990 — 1994
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
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
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
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
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
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
Marathon Capital Management Vice PresidentRBC Dain Rauscher1999 - 2006
Wheat First Securities 1989 - 1998
Education
Hobart and William Smith Colleges 1978 — 1981
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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