Wheat First Union
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Wheat First Union Employees
CSols Inc. March 2013 - Present
CSols Inc. January 2012 - Present
LabAnswer March 2006 - December 2011
Capital One April 2002 - March 2006
SyCom Technologies July 2001 - April 2002
PSI Net December 1999 - July 2001
Wheat First Union August 1996 - December 1999
General Electric November 1995 - August 1996
ViewStar December 1992 - November 1995
The Hartford April 1986 - December 1992
Skills
Project Management, SDLC, Strategic Consulting, Laboratory Informatics, Six Sigma, HIPAA, Business Process...
Education
Villanova University 2008 — 2008
Advanced Strategic Project Management Practices, Certificate
Villanova University 2014 — 2014
Business Process Management, Certificate, Advanced Process Strategies and Practices
Villanova University 2011 — 2011
Lean Six Sigma Master Black Belt, Certificate
Central Connecticut State University 1979 — 1983
Commonwealth Financial Associates, Ltd. March 1987 - Present
URL Insurance Group April 2000 - December 2007
Wheat First Union 1996 - March 2000
Skills
Securities, Series 7, Mutual Funds, Fixed Annuities, Investment Advisory, 401k, Retirement Planning, Financial Advisory, Wealth Management, Retirement, Investment Strategies, Life Insurance, Investment Management, Investments, Long-term Care, FINRA, Financial Planners, IRAs, Long Term Care Insurance, Finance, Insurance, Strategic Financial..., Wealth, Financial Planning, Small Business, Financial Services, Series 63, Employee Benefits, Series 6, Health Insurance, Wealth Management..., Series 24, Asset Allocation, High Net Worth..., Critical Illness, Estate Planning, Disability Insurance, Term Life Insurance
Education
Penn State University 1980 — 1988
MBA, Administration
Penn State University 1977 — 1980
BBA, Marketing
Nationwide Financial May 2014 - Present
Brandes Investment Partners October 2000 - August 2013
HSBC 1998 - 2000
Wheat First Union 1995 - 1998
Moran and Associates 1993 - 1995
Ernst & Young 1992 - 1993
IBM 1988 - 1990
Skills
CFA, Asset Managment, Investments, Equities, Chartered Financial..., Mutual Funds, Portfolio Management, Alternative Investments, Asset Management, Business Development, Investment Management, Finance, Hedge Funds, Investment Strategies, Asset Allocation, Series 7, Wealth Management, Securities, Financial Services, Fixed Income, Management
Education
Columbia Business School
MBA
Tulane University - A.B. Freeman School of Business
Bachelor of Science in Management
RiverFront Investment Group January 2012 - Present
Riverfront Investment Group June 2010 - January 2012
Wells Fargo Advisors, LLC October 2008 - June 2010
Wachovia Securities, LLC June 2007 - October 2008
Wachovia Securities, LLC December 2002 - June 2007
Wachovia Securities, LLC April 2000 - December 2002
Wheat First Union September 1993 - April 2000
Wheat First Butcher Singer February 1992 - September 1993
Education
Virginia Commonwealth University - School of Business 2004 — 2006
M.B.A., Finance
Randolph-Macon College 1988 — 1992
B.A., Business/Economics
IBM July 2014 - Present
IBM January 2013 - July 2014
IBM December 2009 - December 2012
IBM July 2007 - November 2009
IBM April 2005 - June 2007
IBM December 2003 - March 2005
IBM February 2002 - November 2003
IBM July 1999 - January 2002
Wheat First Union May 1998 - August 1998
Merrill Lynch May 1997 - August 1997
Skills
Mergers, Company Acquisitions, Big Data, Sales Management, Management Consulting, Divestitures, Financial Analysis, Channel Partners, general management, Deal Structuring, Closing Deals, Deal Making, Strategic Planning, Business Strategy, IT Strategy, Go-to-market Strategy, Cross-functional Team..., Business Development, Integration, Negotiation, Business Intelligence, Business Alliances, Program Management, Analytics, Leadership, Strategic Partnerships, CRM, SaaS, Product Management, Enterprise Software, Mergers & Acquisitions, Management, Strategy, Solution Selling, Business Analysis, Professional Services, Enterprise Architecture, Pre-sales, Sales Enablement, Outsourcing
Education
University of Florida - Warrington College Of Business 1997 — 1999
MBA, Finance
Vanderbilt University 1993 — 1997
BA, Economics
NC Housing Finance Agency September 2001 - Present
South Carolina Housing Finance and Development Authority March 1999 - July 2001
Wheat First Union March 1996 - December 1998
Skills
Deferred Compensation, Employee Relations, Talent Acquisition, Human Resources, Employee Benefits, Applicant Tracking..., Onboarding
Education
Elon University - Martha and Spencer Love School of Business 1989 — 1991
BS, Business Administration
Self-employed 2003 - Present
Wheat First Union 1988 - 1999
Carolina Securities Corporation 1981 - 1989
Skills
Nonprofits, Fundraising, Non-profits, Leadership Development, Strategic Communications, Community Outreach, Public Speaking, Strategic Planning, Public Relations, Preaching, Volunteer Management, Missions, Event Planning, Teaching, Discipleship, Evangelism, Coaching, Entrepreneurship, Conflict Resolution, Team Building, Gospel, Church Events, Leadership
Education
Southeastern Baptist Theological Seminary 1999 — 2003
Master of Divinity (M.Div.)
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1979 — 1981
Master of Business Administration (M.B.A.)
University of North Carolina at Chapel Hill 1972 — 1976
Bachelor of Science, Business Administration and Management, General
LPL July 2008 - Present
Asset Preservation Strategies, Inc., and QA3 LLC June 2003 - October 2007
Washington Mutual 2004 - 2007
RSM McGladrey November 2000 - April 2002
AXA Financial June 1999 - August 2000
Prudential Financial January 1998 - July 1999
Wheat First Union 1996 - 1997
Lerner Financial Network October 1987 - October 1996
Skills
Financial Planning, Wealth Management, Insurance, Asset Allocation, Investment Advisory, Asset Management, Series 7, Investment Strategies, Insurance Planning, Financial Advisory, Cash Flow, Public Speaking, Series 66, Series 63, Customer Relations, Financial Planners, Uniform Combined State..., Strategic Financial..., Investments, Customer Service, Wealth Management...
Education
College for Financial Planning
CFP, financial planning
College for Financial Planning
CMFC, Investments
The American College
CLU, Insurance
University of Maryland College Park
BS, Science Education
University of Maryland College Park
MEd, Science Education
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
Raymond James & Associates April 2015 - Present
Wells Fargo Advisors, LLC June 2005 - July 2014
Wells Fargo Advisors January 2004 - June 2005
Wheat First Union 1998 - 2002
Paine Webber 1991 - 1997
Paine Webber 1989 - 1991
Oppenehimer & Co January 1984 - February 1988
Skills
Branch Management, Financial Advisory, New Business Development, Wealth Preservation..., Investment Strategies, Retirement Planning, Asset Allocation, Investments, Financial Services, Asset Management, Financial Planning, Mutual Funds, Portfolio Management, Recruiting, Business Development, Team Building, Wealth Management
Education
State University of New York College at Buffalo 1977 — 1978
BS, Bachelor of Science
State University of New York College at Oswego 1974 — 1976
Biology/Biological Sciences, General
Wells Fargo Advisors, LLC June 2009 - Present
RBC Wealth Management September 1999 - June 2009
Wheat First Union May 1997 - September 1999
Skills
Securities, Team Building, Coaching, Budgets, Credit, Customer Service, Management, Series 7, Asset Management, Insurance, Risk Management, Portfolio Management, Financial Analysis, Banking, Financial Modeling, Business Strategy, Financial Advisory, Strategy
Education
Boston University 1968 — 1972
New Rochelle High School 1966 — 1968
Davenport & Company LLC April 1999 - Present
Crestar Asset Management Company August 1996 - April 1999
Wheat First Union January 1992 - January 1996
Wheat First Union January 1990 - January 1992
Scott and Stringfellow Investment Corp January 1989 - January 1990
Education
University of Richmond
Master, Business Administration
Hollins University
Bachelor of Arts, English