Experience

BB&T

• United States
• Financial Services
• 700 & Above Employee

• Director of Portfolio Management, BB&T Wealth Division

  • 2011 - Present

  Direct responsibility for the leadership, motivation and management of the Wealth Investment Management team that serves the high net-worth client segment. Key performance criteria are client satisfaction and retention, employee satisfaction and retention, and meeting Wealth Division investment asset and revenue growth goals. • Primary leadership role in successful transition and continued delivery of the UMA/Overlay investment platform. • Lead and motivate the Portfolio Management group to achieve excellence in client service, account retention, and investment sales• Recognize market trends and opportunities and organize technical and sales training for the Investment Management team to meet changing client investment needs• Conduct educational events for internal and external referral sources on the capabilities of the BB&T Wealth investment process to drive investment referral opportunities• Assist with the development of new business marketing presentations to educate clients and prospects on the BB&T investment processBB&T Wealth’s successful implementation of the UMA, and its positive impact on BB&T Wealth clients, was covered in multiple financial publications. I was a recipient of BB&T's 2009 "CEO's Innovation Award" for the successful implementation of the UMA platform, and the favorable impact on both Wealth clients and the BB&T Corporation as a whole. I continue to personally manage several of the Divisions key client relationships.



BB&T

• United States
• Financial Services
• 700 & Above Employee

• Regional Director of Portfolio Management

  • Aug 2005 - Jun 2008

  Direct management of the North Carolina and Tennessee Portfolio Management teams; personally managed over $400 Million in client investment assets; multiple winner of BB&T's "Sterling Performance" award for new business acquisition; winner of BB&T Excellence Award for "outstanding achievement in portfolio management, business development and client servicing." Direct management of the North Carolina and Tennessee Portfolio Management teams; personally managed over $400 Million in client investment assets; multiple winner of BB&T's "Sterling Performance" award for new business acquisition; winner of BB&T Excellence Award for "outstanding achievement in portfolio management, business development and client servicing."



BB&T

• United States
• Financial Services
• 700 & Above Employee

• Portfolio Manager

  • Jun 2001 - Jun 2005

  Manage Trust and Institutional accounts with primary duties new business acquisition, on-going investment relationship management of $300 Million in client assets (security selection and trading, asset allocation, client servicing, portfolio re-balancing) Manage Trust and Institutional accounts with primary duties new business acquisition, on-going investment relationship management of $300 Million in client assets (security selection and trading, asset allocation, client servicing, portfolio re-balancing)



BB&T

• Credit Analyst

  • Jul 1994 - Jun 1996

  Perform financial analysis on new loan opportunities to evaluate risk / repayment capacity; perform reviews on existing credit relationships with emphasis on early detection of operating risks and/or changes in their operating environment; selected by Senior management to work on constructing the bank-wide loan pricing model Perform financial analysis on new loan opportunities to evaluate risk / repayment capacity; perform reviews on existing credit relationships with emphasis on early detection of operating risks and/or changes in their operating environment; selected by Senior management to work on constructing the bank-wide loan pricing model