Resumes
Resumes
Client Portfolio Strategist
View pageLocation:
Raleigh, NC
Industry:
Investment Management
Work:
Franklin Street Partners
Client Portfolio Strategist
Bb&T Jun 2013 - Aug 2015
Senior Vice President and Investment Manager
Bb&T Oct 2008 - May 2013
Senior Vice President and Regional Director of Portfolio Management
Bb&T Aug 2002 - Sep 2008
Senior Vice President and Portfolio Manager
Bank of America May 1993 - Aug 2000
Vice President
Client Portfolio Strategist
Bb&T Jun 2013 - Aug 2015
Senior Vice President and Investment Manager
Bb&T Oct 2008 - May 2013
Senior Vice President and Regional Director of Portfolio Management
Bb&T Aug 2002 - Sep 2008
Senior Vice President and Portfolio Manager
Bank of America May 1993 - Aug 2000
Vice President
Education:
Duke University - the Fuqua School of Business 1990 - 1992
Master of Business Administration, Masters, Finance The University of Manchester 1984 - 1985
Masters, Master of Arts, Political Development University of North Carolina at Chapel Hill 1977 - 1981
Bachelors, Bachelor of Arts, English Woodberry Forest School 1974 - 1977
Master of Business Administration, Masters, Finance The University of Manchester 1984 - 1985
Masters, Master of Arts, Political Development University of North Carolina at Chapel Hill 1977 - 1981
Bachelors, Bachelor of Arts, English Woodberry Forest School 1974 - 1977
Skills:
Portfolio Management
Asset Allocation
Investment Management
Equities
Investments
Asset Management
Wealth Management
Fixed Income
Financial Services
Corporate Finance
Investment Advisory
Securities
Project Management
Asset Managment
Bloomberg
Valuation
Financial Modeling
Asset Allocation
Investment Management
Equities
Investments
Asset Management
Wealth Management
Fixed Income
Financial Services
Corporate Finance
Investment Advisory
Securities
Project Management
Asset Managment
Bloomberg
Valuation
Financial Modeling
Languages:
Spanish
French
French
Certifications:
Chartered Financial Analyst (Cfa) Charterholder
Johns Ellington
View pageLocation:
Rocky Mount, North Carolina Area
Industry:
Investment Management