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Walter J.

Volunteer
Concord, NC, USA
Total impact
$340
Status
Ready to Volunteer

Professional Experience

Managing Director, Investment Management Group, TIAA

August, 2015 - Current

Responsible for helping to drive strategy, execution and for the overall efficiency of the wealth management business. Currently lead the combined trading, investment performance, operations, and data analytics/robotics teams. Member of the Investment Committee.

Investment Management and Consulting, Black Ops Capital

January, 2011 - August, 2015

Responsible for implementing efficiency and scalability initiatives within several wealth management firms including PNC, Wilmington Trust, CGI, Toronto Dominion, and TIAA.

Head of Equity Capital Markets, Rafferty Capital Markets

December, 2009 - January, 2011

Responsible for leading the institutional sales trading, research, capital markets, and program trading teams.

Head of Equity Capital Markets, Bank Hapoalim

September, 2006 - May, 2009

Responsible for leading the institutional sales trading, research, capital markets, and program trading teams.

Chief Operating Officer, Inculab / Burlington Capital / Collins Stewart

March, 2000 - September, 2006

MBA, Thunderbird School of Global Management

January, 1998 - January, 1999

Finance

Peace Corps Volunteer, Peace Corps

October, 1993 - January, 1996

BS, The University of Alabama

January, 1989 - January, 1993

Business Administration; Concentration: English Literature