Highland Associates; Birmingham, AL
Address: 2545 Highland Ave # 200, Birmingham, AL 35205 Phone: (205) 933-8664Category: : : Website: : : : Place name: : Hours: Website: http://highlandassoc.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Highland Associates Posting publicly on the Web Write a review Reviews 1 Google review
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Highland Associates; Birmingham, AL Employees
Princeton Plasma Physics Laboratory May 2015 - Present
Unus Foundation Inc, Unus LLC January 2015 - Present
Highland Associates; Birmingham, AL February 2015 - May 2015
Technion - Israel Institute of Technology May 2014 - July 2014
Birmingham-Southern College September 2013 - December 2013
Birmingham-Southern College June 2013 - August 2013
Israel Defense Forces March 2009 - March 2012
Skills
Research, Leadership, Teamwork, Microsoft Office, Physics, Training, Social Networking, Fundraising, Teaching, Microsoft Excel, Team Leadership, Management, Public Speaking, Matlab, Problem Solving
Education
Birmingham-Southern College 2012 — 2016
Bachelor of Science (BS), Physics & Mathematics
The Hebrew Reali School 2004 — 2008
High School, Physics, Mathematics, Communication.
UAB Hospital September 2009 - Present
EBSCO Industries, Inc. April 2008 - September 2008
Highland Associates; Birmingham, AL June 2005 - April 2008
Skills
Statistical Data..., Data Mining, Microsoft Excel, Visual Basic, Leadership, Investment Strategies, Alternative Investments, Strategic Planning, Healthcare, Social Media, Public Speaking, Microsoft Word, PowerPoint, PowerChart
Education
University of Alabama at Birmingham 2008 — 2012
University of Alabama 2000 — 2004
Bachelor's of Science, Finance, Banking and Financial Services
Highland Associates; Birmingham, AL September 2014 - Present
Highland Associates; Birmingham, AL August 2006 - Present
AmSouth Bank April 1999 - August 2006
CIBC Oppenheimer January 1998 - April 1999
Skills
Asset Allocation, Investment Management, Alternative Investments, Investments, investment consulting, manager searches, asset/liability modeling
Education
Vanderbilt University 2000 — 2004
Bachelor of Arts (B.A.), Economics
Georgia State University 1996 — 1997
Master of Business Administration (M.B.A.), Finance, General
Bella's Bridal & Formal January 2004 - Present
Highland Associates; Birmingham, AL December 1998 - Present
Skills
Asset Allocation
Education
University of Alabama at Birmingham 1999 — 2001
Business Administration, Management and Operations
Midfield High School 1982 — 1986
BBVA Compass November 2013 - Present
BBVA Compass July 2008 - Present
Southern Company December 2006 - July 2008
HealthSouth July 2005 - December 2006
ProAssurance March 2003 - July 2005
Highland Associates; Birmingham, AL August 1999 - March 2003
Skills
Financial Analysis, Financial Modeling, Credit Analysis, Financial Reporting, Credit, Portfolio Management, Commercial Lending, Strategic Financial..., Loans, Treasury Management, PeopleSoft, Budgets, Forecasting, Microsoft Excel, Strategic Planning, Risk Management, Commercial Banking, Financial Risk, Investments, Crystal Reports, PowerPoint, Pivot Tables, Database Design, Gross Margin, Presentations, Communication, Banking, Deposits, Swaps, Ad Hoc Reporting, Segmentation, Commercial Funding, Problem Solving, Multitasking Skills, MBA, Finance, Variance Analysis, Report Development, Training, Data Analysis, Learn New Software..., Process Enhancement, Strategy
Education
University of Alabama at Birmingham 2000 — 2005
MBA, Finance
Auburn University 1995 — 1999
Bachelors of Science in Finance, Finance
Highland Associates; Birmingham, AL September 2014 - Present
Deloitte Corporate Finance LLC September 2011 - September 2014
McColl Partners September 2011 - June 2013
Merrill Lynch April 2011 - September 2011
Merrill Lynch May 2009 - April 2011
Merrill Lynch March 2008 - April 2009
Merrill Lynch December 1999 - March 2008
SouthTrust Bank June 1996 - March 1999
Skills
Investment Banking, Series 7, Financial Analysis, Wealth Management, Credit, Banking, Cash Management, Investments, Securities, Business Strategy, Business Planning, Series 79, Series 24, Series 63, Series 66, Compliance, Uniform Combined State..., Valuation, Strategy, Corporate Finance, FINRA, Deal Sourcing, New Business Development, Business Process..., Financial Services, Private Equity, Loans, Business Development
Education
Birmingham-Southern College 1992 — 1996
Bachelor, Finance
Highland Associates; Birmingham, AL April 2015 - Present
Warren Averett, LLC -- Warren Averett Asset Management April 2012 - April 2015
Regions Financial Corporation June 2008 - April 2012
PricewaterhouseCoopers LLP July 2004 - July 2008
University Center for Economic Development July 2003 - June 2004
Skills
Portfolio Management, Financial Analysis, Auditing, Investments, Banking, Finance, Internal Controls, Fixed Income, Leadership, Management, Insurance, Financial Services, Accounting, Financial Modeling, Financial Reporting, Equities
Education
University of Alabama
Bachelor's of Science, Accounting
University of Alabama June 2004
Masters of Accountancy
Highland Associates; Birmingham, AL October 2000 - December 2014
Southern Natural Gas October 1998 - June 2000
SONAT/Southern Natural Gas October 1995 - October 1998
Mackle, Splawn, Tindall & McDonald (Now a part of Carr, Riggs & Ingram) July 1985 - October 1995
Skills
Investments
Education
University of North Alabama
Bachelor's Degree, Accounting and Management Information Systems
Highland Associates; Birmingham, AL June 2015 - Present
Highland Associates; Birmingham, AL January 2015 - May 2015
Berkadia January 2015 - May 2015
Business Resource, LLC August 2014 - May 2015
Align Technology April 2014 - September 2014
Samford University, Campus Recreation January 2012 - September 2014
Smith Logistical Services March 2013 - January 2014
Moses Phillips Young Brannon & Henninger LLP January 2013 - April 2013
Goo Goo Car Wash December 2011 - December 2012
Kelley Sammons Toole and Ellison LLP July 2012 - August 2012
Skills
Bloomberg, SAP Business One, Microsoft Excel, Microsoft Word, InvestorForce, Evestment, Morningstar, JDE Enterprise One, Salesforce.com, Hyperion HFM, Microsoft Office, Time Management, Research, Teamwork, Logistics, Social Media, Public Speaking, English, Event Planning, Finance, PowerPoint, Customer Service
Education
Samford University 2011 — 2015
Bachelors of Science in Business Administration, cum laude, Finance
Highland Associates; Birmingham, AL April 2015 - Present
Regions Financial Corporation May 2013 - March 2015
Public Notice May 2012 - August 2012
Kinsight, LLC May 2011 - May 2012
First National Bankers Bank February 2011 - April 2011
Skills
Bloomberg Terminal, Stata, SPSS, Minitab, Microsoft Excel, Microsoft Office, PowerPoint
Education
Samford University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Economics and Finance
2015 CFA Level II Candidate in the CFA Program
Highland Associates; Birmingham, AL June 2015 - Present
Vulcan Value Partners May 2013 - July 2013
TNT Fireworks May 2011 - July 2012
FedEx Ground February 2012 - May 2012
Skills
Bloomberg Certified, DCF Modeling, Financial Analysis, Bloomberg Terminal, Financial Modeling, Financial Statement..., Economics, Microsoft Word, Microsoft Office, Asset Management, Securities, Valuation, Time Management, Bloomberg, Finance, Analysis
Education
University of Alabama 2011 — 2015
Bachelor's degree, Finance, Math
Highland Associates; Birmingham, AL January 2015 - Present
Highland Associates; Birmingham, AL March 2008 - January 2015
Kinsight, LLC September 2006 - March 2008
Skills
Investment Management, Portfolio Management, Investments, Asset Allocation, Financial Analysis
Education
University of Alabama at Birmingham 2003 — 2005
Master of Business Administration (M.B.A.), Finance, General
Birmingham-Southern College 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General
Highland Associates; Birmingham, AL November 2014 - Present
Highland Associates; Birmingham, AL September 2006 - Present
Vulcan Materials Company 2004 - 2006
CNHI 2001 - 2004
NCP Solutions 2000 - 2001
Regions Financial Corporation 1998 - 2000
Skills
Asset Allocation, Alternative Investments, Financial Modeling, Investment Strategies, Investment Management, Investments, Portfolio Management, Mutual Funds, Series 63, Equities, Investment Advisory, Equity Research, Capital Markets, Fund Of Funds, Institutional..., Chartered Financial..., Series 6, Finance, Financial Analysis, Asset Management
Education
University of Alabama at Birmingham 2002 — 2004
Master of Business Administration (MBA), Finance and Investments, 4.0
Troy University 1994 — 1998
Bachelor's degree, Finance, General, 3.1
Highland Associates; Birmingham, AL 2004 - Present
Skills
Asset Allocation, Alternative Investments, Investments, Equity Research, Investment Strategies, Mutual Funds, Morningstar, Chartered Financial..., Capital Markets, Fund Of Funds, Performance Attribution, Investment Advisory, Investment Research, Financial Markets, Consulting, Rebalancing, Investment Policy..., Tactical Asset..., Series 6, Series 63
Education
University of Alabama 1999 — 2003
Bachelor of Science (B.S.), Finance, General
University of Alabama 1999 — 2003
Bachelor of Science (B.S.), Finance, General
Catholic Health Initiatives March 2003 - Present
Highland Associates; Birmingham, AL 1999 - 2003
Sisters of Charity of Leavenworth Health System 1988 - 1999
University of Health Sciences Osteopathic Health System 1987 - 1988
Skills
Hospitals, Healthcare Information..., Healthcare, Healthcare Management, Revenue Cycle, Finance, Strategic Financial..., Governance, Investment Advisory, Operational Risk..., Financial Risk, Medicare, Healthcare Industry, Leadership, Financial Reporting, Internal Controls, Program Management, Auditing, Revenue Cycle Management, Healthcare Consulting, Physician Relations, Process Improvement, Strategy, Physicians, EHR, EMR, Medicaid, Practice Management, Informatics
Education
University of Notre Dame 1985 — 1987
Master of Science in Administration (MSA), Healthcare
Avila University 1975 — 1981
Bachelor of Science (BS), Business Administration and Management, General, Cume Laude
Avila University 1975 — 1981
Bachelor of Arts (BA), Religious Studies Education, Cum Laude
Atlantic Trust January 2015 - Present
Atlantic Trust December 2012 - Present
Invesco Ltd. January 2011 - December 2012
Mercer Investment Consulting June 2008 - January 2011
Highland Associates; Birmingham, AL June 2007 - August 2007
Skills
Hedge Funds, Mutual Funds, Asset Allocation, Portfolio Management, Investments, PowerPoint
Education
University of Georgia - Terry College of Business 2004 — 2008
Banking and Finance
University of Innsbruck 2006 — 2006
Study Abroad
Episcopal High School 2000 — 2004
Highland Associates; Birmingham, AL May 2011 - Present
Ameriprise Financial Services, Inc. November 2007 - May 2011
Skills
Portfolio Management, Asset Allocation, Financial Modeling, Valuation, Capital Markets, Alternative Investments, Private Equity, Hedge Funds, Due Diligence
Education
University of Alabama, Manderson Graduate School of Business 2009 — 2011
MBA, Financial Risk
University of Alabama 2003 — 2006
Bachelor of Business Administration (BBA)
Highland Associates; Birmingham, AL July 2012 - Present
Children's of Alabama February 2012 - July 2012
Thomas Waters State Farm Agency May 2011 - August 2011
Golden Rule BBQ June 2006 - November 2010
Skills
Microsoft Excel, Research, Alternative Investments, Leadership
Education
Birmingham-Southern College 2008 — 2012
Bachelor of Science (BS), Business Administration and Management, General
The Altamont School 2004 — 2008
LCG Associates AnalystHighland Associates; Birmingham, AL1994 - 1998
Highland Associates; Birmingham, AL 1994 - 1998
Education
Birmingham-Southern College 1989 — 1994
Highland Associates; Birmingham, AL October 2012 - Present
Regions Investment Management February 2006 - October 2012
Morgan Asset Management February 2005 - February 2006
Skills
CFA Charterholder, Equity Research, Investment Research, Tactical Asset..., Chartered Financial..., Portfolio Management, Investment Management, Investments, Equities, Asset Allocation
Education
The University of Georgia 1995 — 1998
Bachelors Degree In Business Administration, Finance