adam stockstill

On July 1st, 2017, Golden Capital Management, LCC was acquired by Wells Capital Management. Wells Capital is a wholly owned subsidiary of Wells Fargo Bank, N.A.

Responsible for client relationships and sales of Golden Capital Management s managed account strategies at Morgan Stanley Smith Barney, Merrill Lynch, UBS, JP Morgan, Wells Fargo Advisors, and Raymond James . My primary regions of responsibility consisted of the following states: New York, Texas, North Carolina, South Carolina and Arizona -Performed business development presentations and existing client performance reviews for large client relationships. -Provided detailed information and quantitative analysis on the Golden Capital portfolio holdings for multiple investment styles and represented Golden Capital at institutional investment conferences -Worked closely with Golden Capital s partner Wells Fargo Fund Distributors and a team of over 12 of their marketing professionals within the assigned territory -Main role was client service and to perform final presentations individually or to large groups of financial advisors and consultants to generate new business for the firm

* Provided internal support to the Managing Director for Sales and Marketing responsible for the firm s national relationship with institutions and consultants * Prepared investment analysis and quantitative reports for clients and consultants regarding Golden Capital s investment strategies * Answered incoming questions from clients and prospects pertaining to Golden Capital s investment products * Generated request for proposals for all institutional mandates and maintained questionnaire and database responses for consultants and managed account program clients * Updated marketing materials and assisted in development and distribution of materials to clients and prospects * Assisted in monthly rebalancing and maintenance of investment portfolios across Security APL and GIM II trading platforms * Assisted in maintenance of the firm s proprietary multi-factor models and quantitative database * Fifth employee at a startup firm managing $483 million that evolved into a 22 employee firm managing over $10.0 billion in assets within fifteen years

Activities and Societies: Varsity Football (All-District Free Safety), Varsity Baseball, National Honors Society, French National Honors Society, Kiwanis Club Student-Athlete of the year

Activities and Societies: 1997-2001 Division I FCS Varsity Football - 3 Year Letterwinner, Phi Delta Theta Fraternity, two-time member of the Southern Conference Football Academic Honor Roll, Selected for the Academic Order of Omega - a national honor society that recognizes the achievement of college students inside and outside of the classroom that are in Greek affiliated organizations