Wilbanks, Smith & Thomas

Description

Address: 150 W Main St #1700, Norfolk, VA 23510 Hours: Closed ⋅ Opens 9AM Thu Wednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSaturdayClosedSundayClosedMonday9AM–5PMTuesday9AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (757) 623-3676Place name: : Website: Category: : : : : : Website: http://www.wstam.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Wilbanks Smith & Thomas Asset Management Posting publicly on the Web Write a review Reviews Be the first to review

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Wilbanks, Smith & Thomas Employees

Employee
Years
Job
Industry
Melinda Ackerman Melinda Ackerman San Francisco, California Details
Melinda Ackerman's Wilbanks, Smith & Thomas Experience October 2010 - May 2011
Job Student of Fine Art at Sadie Valeri Atelier, Private Tutor, Freelance Photographer and Inconsistent Blogger
Industry Arts and Crafts
Experience
Sadie Valeri Atelier   August 2015 - Present
Sadie Valeri Atelier   September 2014 - Present
Varsity Tutors  January 2015 - Present
Illumina  August 2012 - August 2013
Tillster (at that time, EMN8)   August 2011 - April 2012
Wilbanks, Smith & Thomas   October 2010 - May 2011
Great Hearts Academies  August 2009 - July 2010
St. John's College, Annapolis, MD   May 2007 - May 2009

Skills
Drawing, Oil Painting, Creative Writing, Photography, Photoshop, Internal Communications, Technical Writing, Adobe Creative Suite, Illustrator, WordPress, HTML, CSS, Website Development, User-centered Design, Project Management, Microsoft Office, Microsoft Excel, Microsoft Word, Dreamweaver, Photojournalism, Commercial Photography, Illustration, InDesign, Mac, Laboratory, Writing, Workflow, Project Coordination, Software, Web Design, Web Project Management, SEO, Video Production, Intranet, Intranet Portals, Corporate Communications, Communication Skills, Strategic Communications, Podcasting, Webcasting, Digital Media, Blogging, Intranet Strategy

Education
St. John's College (MD)   2005 — 2009
B.A., Liberal Arts

Sarah Larkin Sarah Larkin Virginia Beach, Virginia Details
Sarah Larkin's Wilbanks, Smith & Thomas Experience July 2014 - Present
Job Chief Compliance Officer & Director of Account Services at Wilbanks, Smith & Thomas
Industry Financial Services
Experience
Wilbanks, Smith & Thomas   July 2014 - Present
Wilbanks, Smith & Thomas   April 2014 - July 2014
Wilbanks, Smith & Thomas   March 2011 - April 2014
Flexible Benefit Administrators, Inc.   July 2007 - December 2010
Flexible Benefit Administrators, Inc.   February 2007 - July 2007

Skills
Compliance, Composites, Quarterly Reporting, Accounts Receivable, Accounting, Banking, Microsoft Office, Customer Service, Flexible Spending...

Education
James Madison University   2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General

Andrew Werner Andrew Werner Norfolk, Virginia Area Details
Andrew Werner's Wilbanks, Smith & Thomas Experience June 2010 - August 2010
Job Software Engineer at upthere
Industry Computer Software
Experience
Upthere  July 2014 - Present
upthere  June 2013 - August 2013
Crittercism  June 2012 - August 2012
Dominion Enterprises  June 2011 - August 2011
Wilbanks, Smith & Thomas   June 2010 - August 2010
360IT PARTNERS  June 2007 - August 2008

Skills
Software Engineering, Java, C++, Linux, Operating Systems, JavaScript, C

Education
Princeton University   2010 — 2014
Bachelor of Science (B.S.), Computer Science

Mari Mann Mari Mann Knotts Island, North Carolina Details
Mari Mann's Wilbanks, Smith & Thomas Experience June 1998 - January 2004
Job Writer of Novels and Short Stories
Industry Writing and Editing
Experience
IslandLotus Yoga   February 2014 - Present
Self Employed writer/Author  2009 - Present
Light Age Films  2014 - Present
Master Adam Nguyen International Yoga Institute   June 2012 - Present
Wilbanks, Smith & Thomas   June 1998 - January 2004

Education
Southern Utah University, Cedar City, Utah   2004 — 2004
Archeology, A

California State University-Dominquez Hills, CA.   1997 — 1999
Master of Arts (M.A.), Humanities/Humanistic Studies

Virginia Wesleyan College   1994 — 1996
Bachelor's degree, Fine and Studio Arts

Tidewater Community College   1990 — 1994
Associate's degree, Photography

Thomas McNally, CMT, CFA Thomas McNally, CMT, CFA Norfolk, Virginia Details
Thomas McNally, CMT, CFA's Wilbanks, Smith & Thomas Experience January 2005 - Present
Job Portfolio Manager at Wilbanks, Smith & Thomas
Industry Financial Services
Experience
Wilbanks, Smith & Thomas   January 2005 - Present
Spectrum Financial, Inc.   January 1999 - January 2005

Skills
Investment Strategies, Asset Allocation, Alternative Investments, Hedge Funds, Investment Advisory, Fixed Income, Mutual Funds, Global Macro, Portfolio Management, Bloomberg, Wealth Management, Series 7, Securities, ETFs, Investment Management, Options, Chartered Market..., Chartered Financial..., Asset Management, Quantitative Analysis, Trading, Investments, Financial Modeling, Bonds, Fund Of Funds, Macroeconomics, Financial Analysis, Risk Management, Economics, Equities, Tactical Asset..., Derivatives

Education
James Madison University - College of Business   1994 — 1998
Finance / Economics

Cory West, CFA Cory West, CFA Norfolk, Virginia Area Details
Cory West, CFA's Wilbanks, Smith & Thomas Experience July 2009 - Present
Job Fixed Income Research Analyst/Trader
Industry Capital Markets
Experience
Wilbanks, Smith & Thomas   July 2009 - Present
RSH Associates   January 2008 - January 2009

Skills
Fixed Income, Bloomberg, Derivatives, Portfolio Optimization, High Yield, Equity Derivatives, Quantitative Finance, Quantitative Analysis, Fixed Income Research, Fixed Income Trading

Education
Old Dominion University   2009 — 2010
MBA, Financial Analysis and Valuation

Old Dominion University - College of Business and Public Administration   2003 — 2007
Bachelors in Science, Management and Finance

Alex Seleznev, MBA, CFP® Alex Seleznev, MBA, CFP® Bethesda, Maryland Details
Alex Seleznev, MBA, CFP®'s Wilbanks, Smith & Thomas Experience June 2011 - December 2011
Job Senior Investment Adviser at May Barnhard Investments, LLC (MBI)
Industry Investment Management
Experience
May Barnhard Investments, LLC (MBI)   June 2014 - Present
May & Barnhard, PC   January 2012 - June 2014
Wilbanks, Smith & Thomas   June 2011 - December 2011
Merrill Lynch  August 2009 - December 2009
Old Dominion University Tennis Team   July 2007 - December 2009

Skills
Financial Analysis, Corporate Finance, Asset Management, Portfolio Management, Asset Allocation, Mutual Funds, Securities, Trading, Holistic Financial..., Finance, Morningstar, Investment Advisory, Investments, Investment Management, Investment Strategies, Financial Planning, Asset Managment

Education
Old Dominion University   2009 — 2011
MBA, Financial Analysis and Valuation

Darla Carney Darla Carney Baytown, Texas Details
Darla Carney's Wilbanks, Smith & Thomas Experience July 1992 - February 1999
Job Legal Services Professional
Industry Legal Services
Experience
All Pro Bail Bonds   December 2010 - December 2014
AVFD   January 2005 - September 2014
AABCO   April 2005 - November 2006
Lawyers/Fidelity Title   March 2001 - September 2004
Stewart Title Guaranty Co  July 1999 - March 2001
Clapper Law Office   April 1999 - July 1999
Wilbanks, Smith & Thomas   July 1992 - February 1999

Skills
Legal Research, Legal Writing, English, Legal Assistance, Research, Real Estate Transactions, Non-profit..., Non-profit Volunteering, Family Law, Criminal Law

Education
Lee College   1994 — 1996
Paralegal/Legal Assistant

Anahuac High   1979 — 1982
High School Diploma

State of Texas
Notary

Amie Baty Amie Baty Norfolk, Virginia Area Details
Amie Baty's Wilbanks, Smith & Thomas Experience June 2007 - Present
Job Research Analyst at Wilbanks, Smith & Thomas
Industry Financial Services
Experience
Wilbanks, Smith & Thomas   June 2007 - Present

Skills
Asset Management, Mutual Funds, Investments, Asset Allocation, Alternative Investments, Portfolio Management, Wealth Management, Financial Analysis, Leadership

Education
Strome College of Business   2002 — 2003

Longwood University   1999 — 2002
BSBA, Business

Shari Maslin Berger Shari Maslin Berger Virginia Beach, Virginia Details
Shari Maslin Berger's Wilbanks, Smith & Thomas Experience January 2013 - 2014
Job The Miller Group VA
Industry Real Estate
Experience
The Miller Group VA   2015 - Present
Perfect Commerce  2015 - Present
Wilbanks, Smith & Thomas   January 2013 - 2014
Federal Reserve Bank of New York  April 2012 - November 2012
Barclays Capital  March 2010 - March 2012
Neuberger Berman  August 2006 - March 2010
Clear Channel Entertainment  June 2005 - August 2005

Skills
Financial Modeling

Education
Penn State University   2002 — 2006
College of Liberal Arts

Michele Mucci Michele Mucci Virginia Beach, Virginia Details
Michele Mucci's Wilbanks, Smith & Thomas Experience 2006 - 2011
Job Developer, Healthcare and Financial Management Analytics at Anthem
Industry Hospital & Health Care
Experience
Anthem  July 2015 - Present
Optima Health  October 2014 - July 2015
WellPoint  December 2013 - October 2014
Amerigroup Corporation  April 2011 - December 2013
Wilbanks, Smith & Thomas   2006 - 2011

Skills
Microsoft Excel, Microsoft Office, Access, Microsoft Word, System Administration, Financial Analysis, Investments, Analytics, Healthcare Information..., Software Documentation, Process Improvement, Leadership, KPI Dashboards, Microsoft SQL Server, T-SQL Stored Procedures, SharePoint, SDLC, SSIS

Education
Old Dominion University   1998 — 2003
Bachelor of Business Administration (BBA)