Dale C Herndon Deceased3840 N Stratford Rd NE, Atlanta, GA 30342

Atlanta, GA

Financial Services

Raymond James Apr 2018 - Nov 2019
Financial Advisor and Wealth Manager Morgan Stanley Feb 2017 - Apr 2018
Financial Advisor Jt Stratford, Llc Jan 1, 2015 - Nov 2016
Executive Vice President and Chief Marketing Officer Capital Strategies Group, Inc. Jun 2011 - Dec 2014
Director Investment Banking Ge Capital May 2005 - Apr 2011
Vice President, Director of National Sales and Graduate of Experienced Commercial Leadership Program Daiwa Securities Capital Markets Feb 2000 - May 2005
Vice President Finley Colmer and Company Jan 1998 - Feb 2000
Associate Vice President Dentons May 1996 - Dec 1997
Consultant, Mergers and Acquisitions Pwc Oct 1990 - May 1996
Manager Santai Consulting Feb 1989 - Oct 1990
President and Consultant Feb 1989 - Oct 1990
Management Consultant

Georgia State University - J. Mack Robinson College of Business 2014 - 2022
Doctorates, Business Administration Georgia State University - J. Mack Robinson College of Business 1995 - 1996
Master of Science, Masters, Finance Emory University - Goizueta Business School 1983 - 1987
Bachelors, Bachelor of Business Administration, Marketing Marist School
Emory University

Leveraged Finance, Business Acquisition, Strategic Partnerships, Mergers, Corporate Finance, Equity Capital Markets, Valuation, Financial Planning, Portfolio Management, Financial Modeling, Capital Markets, Investments, Business Development, Negotiation, Competitive Analysis, Project Finance, Strategic Planning, Strategy, International Development, Management Consulting, Business Planning, Strategic Financial Planning, Acquisitions, Asset Management, Financial Analysis, M&A Experience, Private Equity, Business Strategy, Investment Banking, Corporate Development, Mergers and Acquisitions, Deal Origination, Business Acquisition Financing, Presentations, Investment Management, Financial Structuring

Social Services
Economic Empowerment
Water Skiing
Education
Public Speaking
Sports
Running
Strategic Planning
Health
Karate

Certified Mergers & Acquistion Advisor (Cm&Aa)
Licensed International Financial Analyst (Lifa)
Six Sigma Green Belt
Advanced Communicator Gold (Acg)
Advanced Leader Bronze (Alb)
Accredited Asset Management Specialist (Aams)
Finra Series 7 and 66 Security Licenses
Advanced Communicator Bronze (Acb)

Greater Atlanta Area

Consumer Goods

Capital Strategies Group, LLC May 2012 to 2000
Director and Senior Investment Banker Vistage Florida - Orlando, FL May 2011 to May 2012
Chairman General Electric Corporation - New York, NY May 2005 to May 2011
Vice President, Director of National Sales; Manager, Alternative Investments Daiwa Securities America Inc - New York, NY Feb 2000 to May 2005
Vice President, Mergers & Acquisitions Finley, Colmer and Company - Atlanta, GA Jan 1998 to Feb 2000
Associate Vice President, Corporate Finance McKenna, Long & Aldridge LLP - Atlanta, GA Apr 1996 to Dec 1997
Mergers & Acquisitions Advisor and Consultant PricewaterhouseCoopers, LLC - Throughout US Oct 1990 to Apr 1996
Senior Consultant Santai Consulting - Osaka, Japan Jan 1989 to Oct 1990
President, International Management Consulting

J. Mack Robinson Business School, Georgia State University - Atlanta, GA 1994 to 1996
Master of Science in Finance Goizueta Business School, Emory University - Atlanta, GA 1983 to 1987
Bachelor of Business Administration in Marketing

Financial modeling, portfolio management, investment management, mergers, acquisitions, private equity, debt, financial consulting, asset management, financial services, alternative investments, asset allocation