Patrick A. O'Shea

Senior Managing Director, Head of Private Placements at BB&T Capital Markets/Windsor Group LLC

Patrick A. O'Shea

Patrick A. O'Shea

Senior Managing Director, Head of Private Placements at BB&T Capital Markets/Windsor Group LLC

Overview
Career Highlights

Banner Capital Markets LLC

RelSci Relationships

1107

Relationships
RelSci Relationships are individuals Patrick A. O'Shea likely has professional access to. A relationship does not necessarily indicate a personal connection.

Senior Managing Director, Head of Debt Capital Markets/Private Placements at BB&T Capital Markets/Windsor Group LLC

Relationship likelihood: Strong

President & Chief Executive Officer at BB&T Securities LLC

Relationship likelihood: Strong

Senior Associate at Barings BDC, Inc.

Relationship likelihood: Strong

Co-Head, Security, Defense & Government Services Practice at Raymond James Financial, Inc.

Relationship likelihood: Strong

Chief Financial Officer at BB&T Securities LLC (Broker)

Relationship likelihood: Strong

Head, Capital Markets at BB&T Securities LLC

Relationship likelihood: Strong

Head of the Education Finance Team, Charlotte at BB&T Corp.

Relationship likelihood: Strong

Head of the Education Finance Team, Houston at BB&T Corp.

Relationship likelihood: Strong

Senior Vice President at BB&T Capital Markets/Windsor Group LLC

Relationship likelihood: Strong

Managing Director, Healthcare Group at BB&T Securities LLC (Broker)

Relationship likelihood: Strong

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Patrick A. O'Shea
Senior Managing Director, Head of Private Placements at BB&T Capital Markets/Windsor Group LLC
Education
MBA
Class of 1986

The University of Virginia Darden School of Business is one of the world's leading business schools, offering MBA, Ph.D. and Executive Education programs.The Darden School improves the world by developing and inspiring responsible leaders and by advancing knowledge.The unique Darden experience combines the case study method, the highest-ranked faculty whose research advances global managerial practice and business education, and a tight-knit learning environment to develop principled and complete leaders.

Career History
Senior Managing Director, Head of Private Placements
Current

BB&T Capital Markets/Windsor Group LLC provides investment services. The company is headquartered in Reston, VA.

Founder
2003 - ?

Banner Capital Markets LLC negotiated growth equity capital raising for micro to small cap public companies. The company was founded in 2003 and was headquartered in Baltimore, MD.

Professional
2013 - Prior

BB&T Securities provides investment advice on a broad array of stocks, bonds, money markets, municipal bonds and annuities.Though their Spectrum Investment Program, BB&T assists clients in the selection of independent investment advisors to manage their assets. In this capacity, the firm does not provide investment advice regarding securities in the construction of an investment portfolio. The Spectrum Investment Program is offered as a wrap-fee program.Through their CHOICE Wrap Portfolios, BB&T provides investment advisory services to client accounts on a discretionary basis using one or more of 6 portfolios managed by Sterling Capital Management, a subsidiary of BB&T Corp. The 6 portfolios include the: Equity Income Portfolio, Leaders Portfolio, Special Opportunities Portfolio, SMID Portfolio, Insight Portfolio and/or Enhanced Equity Portfolio. The Equity Income Portfolio is a larger-cap portfolio focused on increasing dividend payouts; the Special Opportunities Portfolio is multi-cap, multi-style product focused on stock selection; the Enhanced Equity Portfolio is a portfolio that manages risk through the use of covered call writing; the SMID Portfolio concentrates on small- and mid-cap stocks; the Insight Portfolio focuses on corporate insiders’ stock purchasing activity or existing ownership based on SEC filings; and the Leaders Portfolio primarily consists of larger-cap equities that are seen as industry leaders.BB&T's Unified Managed Account Program is a discretionary account which incorporates various investment products including: manager model portfolios, separate account managers, mutual funds and ETFs. In this program, the client retains the ability to select one or more manager models and/or separate account managers who will manage their discretionary account. Where models, mutual funds, and/or ETFs have been selected, BB&T maintains trading authority and discretion. Where managers are selected, the manager maintains trading authority and discretion.

Political Donations
$1,000
2008
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