Morgan Keegan & Co Inc
Industry: Investment company
DescriptionRaymond James | Morgan Keegan is the interim name of the former Morgan Keegan & Co. business units acquired by Raymond James Financial on April 2, 2012. The combined firms’ subsidiaries engage primarily in investment and financial planning, investment banking, fixed income products and asset management. Headquarters: Memphis, TN Founder: Allen B. Morgan Jr. Founded: 1969 Parent organization: Raymond James Subsidiaries: Morgan Keegan Healthcare Investment Banking, Key people: Thomas James, Paul C. Reilly
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Morgan Keegan & Co Inc Employees
Sprint Mart August 2010 - Present
Investment Professionals, Inc. October 2008 - April 2009
Southern Wealth Management Group November 2007 - September 2008
Morgan Keegan & Co Inc June 2005 - September 2007
Union Planters Financial Svc May 2004 - June 2005
Edward Jones March 2000 - May 2004
Education
Bemidji State University 1994 — 1999
Bachelor's degree, Business Administration and Management, General
Gavion LLC September 2012 - Present
Gullane Capital Partners LLC May 2007 - September 2012
Morgan Keegan & Co Inc May 2005 - May 2007
Morgan Keegan & Co Inc May 2004 - May 2005
FedEx Express - Legal Department May 2001 - August 2003
Mercedes-Benz of Memphis May 1997 - August 2000
Skills
Asset Allocation, Alternative Investments, Investments, Equity Research, Institutional..., Offshore Investments, Structured Investments, Multi-family Investments, Fixed Income Analysis, Private Equity, Hedge Funds, Mutual Funds, Automotive Services, Traditional Investments, Portfolio Management, Business Development, Entrepreneurship
Education
University of Mississippi 2000 — 2004
B.B.A., Managerial Finance, Cum Laude
Memphis University School 1994 — 2000
High School Diploma
Wells Fargo Advisors December 2005 - Present
Legg Mason Wood Walker Inc. May 2001 - December 2005
Morgan Keegan & Co., Inc. January 1986 - May 2001
Skills
Investments, Banking, 401k, Wealth Management, Insurance, Mutual Funds, Estate Planning, Series 7, Retirement Planning, Due Diligence, Employee Benefits, Fixed Annuities, Series 63, Asset Allocation, Securities, Financial Advisory, Finance
Education
University of Alabama 1978 — 1982
Bachelors Degree, Business Administration
The Capital Grille February 2014 - Present
Bar Louie March 2013 - February 2014
Local Gastropub March 2012 - March 2013
Grove Grill January 2011 - February 2012
Fins Dockside January 2007 - December 2010
Pat O'Brien's Bar Inc. September 2002 - September 2006
Morgan Keegan & Co Inc January 2000 - September 2002
Skills
Restaurant Management, Restaurants, Bartending, Food Service, Menu Development, Food & Beverage, Catering, Food, Hospitality, Fine Dining, Customer Service, Wine, Banquets, Culinary Skills, Hospitality Management
Education
The University of Memphis 1997 — 2001
University of Memphis
General Business
Cantor Fitzgerald November 2014 - Present
Wunderlich Securities May 2014 - September 2014
KGS-Alpha Capital Markets May 2012 - August 2013
Raymond James Financial Inc. July 2008 - May 2012
Bear Stearns June 2006 - July 2008
Morgan Keegan & Co Inc June 1996 - June 2006
First Tennessee Bank October 1993 - June 1996
Skills
Capital Markets, Fixed Income, MBS, Structured Products, Derivatives, Financial Institutions, Visualization Software, Interest Rate Risk...
Education
Arkansas State University 1992 — 1993
M.B.A., Finance
Arkansas State University 1987 — 1991
Bachelor of Science (B.S.), Finance
Nedelma 2015 - Present
Delos Investments June 2015 - Present
Harbour Ventures, LLC April 2014 - Present
Chapwood Capital Investment Management December 2014 - May 2015
Behringer - Behringer Securities L.P. March 2013 - March 2014
ORIX USA Corporation - ORIX Capital Markets L.P. July 2010 - March 2013
Bank of America Merrill Lynch - Global Corporate & Investment Bank June 2008 - July 2010
JP Morgan 2007 - 2007
Morgan Keegan & Co Inc January 2006 - August 2006
Skills
Finance, Investments, Financial Analysis, Due Diligence, Underwriting, Capital Markets, Banking, Corporate Finance, Insurance, Mergers & Acquisitions, Alternative Investments, Investment Banking, Equities, Fixed Income, Credit, Bloomberg, Hedge Funds, Credit Analysis, Series 7, Institutional Sales, Series 63, Financial Modeling, Business Development, Capital Raising
Education
The University of Texas at Austin - The Red McCombs School of Business
Bachelor of Business Administration (B.B.A.), Finance Accounting
Bank of America June 2013 - Present
Coffee County Courts System November 2012 - June 2013
Morgan Keegan & Co., Inc. May 2011 - May 2012
Jacobs May 2009 - August 2009
Jacobs May 2008 - August 2008
Conry-Taylor & Morrow CPAs January 2008 - May 2008
Housholder Artman, PLLC May 2007 - August 2007
Skills
Sarbanes-Oxley, Financial Analysis, Financial Modeling, PowerPoint, Accounting, Due Diligence, Corporate Finance, Financial Reporting, Finance, Microsoft Excel, Sarbanes-Oxley Act, Legal Writing, Risk Management, Analysis, Tax
Education
The University of Memphis—Cecil C. Humphreys School of Law 2009 — 2012
Doctor of Law (J.D.), Law
University of Tennessee-Knoxville 2004 — 2009
Bachelor of Science (B.S.), Accounting and Finance
Unilever April 2012 - Present
Hilton Hotels Worldwide December 2010 - December 2011
Morgan Keegan & Co Inc April 2008 - November 2010
Syncada LLC January 2006 - March 2008
FedEx Trade Networks Trade Services, Inc. August 1999 - October 2004
World Color Press July 1996 - July 1999
Sears Roebuck and Co February 1987 - May 1990
Skills
5S, Quality System, R&D, Continuous Improvement, Manufacturing, Lean Manufacturing, HACCP, Quality Auditing, TPM, Quality Assurance
Education
University of Phoenix 2015 — 2016
Master of Business Administration (M.B.A.), Accounting and Business/Management
University of Phoenix 2011 — 2014
Bachelor's Degree, Business Administration/ Accountancy
University of Wisconsin-Madison 1991 — 1995
Bachelor of Arts (B.A.), Commercial and Advertising Art
Memphis College of Art
Clearpath Financial of Raymond James July 2002 - Present
Morgan Keegan & Co Inc July 2004 - March 2013
UBS 1999 - 2002
Hilliard Lyons 1991 - 1999
Coopers and Lybrand 1989 - 1991
Skills
CPA, Accounting, Wealth Management, Investments, Series 7, Series 63, Series 66, Series 9, Series 10
Education
University of Kentucky
Bachelor of Science (B.S.), Accounting
St. Xavier High School Louisville KY
MergerSouth, LLC a division of Applied Economics, LLC February 2015 - Present
CBIZ, Inc. April 2006 - January 2015
PricewaterhouseCoopers Securities, LLC January 1999 - June 2003
Morgan Keegan & Co Inc January 1996 - January 1999
Nationsbanc Securities September 1992 - December 1995
Skills
Valuation, Mergers, Investment Banking, Mergers & Acquisitions, Strategy, Financial Reporting, Fixed Income, Analysis, Banking, Real Estate, Options, Strategic Planning, Financial Advisory, Private Equity, Investment Properties, Due Diligence, Financial Modeling, Business Valuation
Education
University of Georgia - Terry College of Business 1990 — 1992
MBA, Corporate Finance, Banking
University of Virginia 1984 — 1988
Bachelor of Arts (B.A.), English
The Westminster Schools 1978 — 1984
Regions Financial Corporation October 2014 - Present
Regions Financial Corporation July 2006 - September 2014
The Situs Companies July 2005 - July 2006
U.S. House of Representatives 2003 - 2003
Morgan Keegan & Co Inc 2002 - 2002
United States Senate 2001 - 2001
Skills
Credit Analysis, Underwriting, Financial Modeling, Due Diligence, Commercial Real Estate, Loan Origination, Real Estate Financing, FHA, Bloomberg, CMBS, Capital Markets, Investment Properties
Education
University of Mississippi 2004 — 2005
MBA, Finance
University of Mississippi 1998 — 2002
BBA, Managerial Finance
West Memphis Chamber of Commerce October 2012 - Present
Literacy Council of Crittenden County November 2010 - November 2012
Memphis Business Journal March 2010 - September 2010
Morgan Keegan & Co Inc April 2007 - July 2007
Skills
Media Relations, Press Releases, Social Media, Public Relations, Event Management, Facebook, Event Planning, Marketing, Nonprofits, Microsoft Office, Fundraising, Community Development, Social Media Marketing, Email Marketing, Community Outreach, Grant Writing, AP Style, PowerPoint, Brand Development, Newsletters, Strategic Communications, Program Development, Volunteer Management, Social Networking
Education
University of Alabama 2005 — 2009
Bachelor of Arts (B.A.), Public Relations
Hutchison School 2001 — 2005
High School
Greene Holcomb Fisher April 2012 - Present
Morgan Keegan & Co., Inc. August 2006 - March 2012
The Breckenridge Group, Inc. August 2004 - August 2006
Genesis Capital, LLC September 2003 - August 2004
Robertson Stephens April 2000 - July 2002
Robinson-Humphrey June 1996 - April 2000
McKinsey & Co. June 1995 - August 1995
Alex. Brown & Sons April 1992 - May 1994
Skills
M&A experience, Capital Markets, Business Services, Industrials, New Business Development, Company Acquisitions, Private Equity, Venture Capital, Investment Banking, public offerings, Private Equity Firms, LBO, Recapitalizations, Buyouts, Mergers, IPO, Mergers & Acquisitions, Start-ups, Executive Management, Portfolio Management, Investments, Divestitures, Strategy, Corporate Development, Alternative Investments, Entrepreneurship, Finance, Capital Raising, Industrial Sector, Corporate Finance
Education
Harvard Business School 1994 — 1996
MBA, General Management
Bucknell University 1987 — 1991
BA, Economics
UBS Financial Services, Heller & Stieffel Wealth Management January 2009 - Present
Morgan Keegan & Co., Inc. January 1997 - January 2009
First National Bank of Commerce November 1990 - January 1997
Skills
Certified Financial..., Chartered Retirement..., Wealth Management, Investments, Retirement Planning, Mutual Funds, Series 7, Investment Advisory, Financial Planning, Asset Allocation, Series 63, Retirement
Education
University of New Orleans
BS, Finance
Louisiana State University and Agricultural and Mechanical College
Raymond James Financial Inc. March 2014 - Present
Raymond James Financial Inc. July 2010 - March 2014
Morgan Keegan & Co Inc January 2008 - July 2010
Skills
Customer Service, Microsoft Office, Time Management, Public Relations, Sales, Leadership, Press Releases, Social Media, Finance, Margin, Trade Regulation, General Securities..., Financial Operations, 10 Key, Journal Entries, Trade Finance, Cross-training, Process Improvement, Outlook, Facebook, Twitter, Writing, Financial Transactions, Series 7, Asset Allocation, Performance Reporting, SQLite, Microsoft Excel, MS Excel Pivot Tables, Project Management
Education
Christian Brothers University 2013 — 2015
Master of Business Administration (M.B.A.), General Management, 3.95
The University of Memphis 2002 — 2007
Bachelor of Arts, Journalism - Public Relations
Warren Averett Asset Management, LLC April 2015 - Present
AMN Investments August 2009 - April 2015
Morgan Keegan & Co Inc 2002 - 2008
Skills
Investments, Financial Advisory, Strategy, Investment Advisory, Strategic Planning, Portfolio Management, Management, Wealth Management, Financial Services, ETFs
Education
The University of Georgia 1997 — 2001
BS, Mathematics
GDS
The Milner Group September 2011 - Present
Regions Financial Corporation June 2008 - 2011
Morgan Keegan & Co Inc June 2005 - June 2008
IKON Office Solutions January 2001 - January 2004
Skills
Leadership, Management, Business Development, Training, Consulting, Teaching, Financial Planning, Insurance, Banking, Finance, Marketing, Customer Service, Team Building, New Business Development, Program Development, Retirement Planning, Estate Planning
Education
University of Georgia - Terry College of Business 2004 — 2005
MBA, Marketing, Real Estate, Finance
University of Georgia - Terry College of Business 1997 — 2001
BBA, Marketing
Cardinal Wealth Advisory, LLC October 2005 - Present
Morgan Keegan & Co., Inc. April 1988 - April 2005
Executive Financial Services, Inc. June 1984 - April 1988
Skills
Alternative Investments, Wealth Management, Investments, Asset Allocation, Private Equity, Portfolio Management, Retirement Planning, Succession Planning, Risk Management, Mutual Funds, Securities, Equities, Zephyr Style Advisor, Estate Planning, Financial Advisory, Financial Services, Finance, Wealth Management..., Hedge Funds, High Net Worth...
Education
Millsaps College 1980 — 1984
BBA, Business Administration
Brookhaven Academy 1973 — 1980
Liberty Home Loan 2005 - 2006
Morgan Keegan & Co., Inc. 2003 - 2005
AmSouth Bancorp 1998 - 2003
Education
University of Louisville
Advertising/Marketing
Smoothie King (SKFI) September 2013 - Present
AIM Systems, Inc. June 2010 - August 2013
Morgan Keegan & Co Inc 2008 - 2008
Skills
Financial Analysis, Data Analysis, Life Insurance, Management, Finance, Economics, Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Client Relations
Education
University of New Orleans 2015 — 2016
Accounting
The University of Georgia 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Isidore Newman School 2002 — 2006
Greer Financial Group of Raymond James 2012 - Present
Morgan Keegan & Co Inc 2005 - 2012
Robinson Humphrey 1995 - 2005
Skills
Wealth Management, Strategic Financial..., Portfolio Management, 401k Rollovers, Financial Advisory, Retirement Planning, Mutual Funds, Asset Management, Investments, Estate Planning, Securities, Finance, 401k, Small Business, Strategic Planning, Financial Analysis, Series 7, Management, Insurance, Marketing, Retirement, Financial Services, Investment Advisory, Asset Allocation, Banking, Equities, Series 63, Customer Service, Sales, Team Building, Investment Strategies, Leadership, Marketing Strategy, Public Speaking, Alternative Investments, Sales Management, Risk Management, Financial Modeling, Negotiation, Life Insurance, Fixed Annuities, Business Development, Contract Negotiation, Mortgage Lending, Credit, Disability Insurance, Relationship Management, Event Planning, Budgets, Valuation
Education
The University of Georgia
Bachelor of Science (B.S.), Business/Commerce, General
Raymond James July 2010 - Present
Morgan Keegan & Co., Inc. October 2007 - July 2010
National City April 2007 - October 2007
Smith Barney July 2003 - April 2007
The Indianapolis Star July 2001 - July 2003
Sun-Sentinel July 2000 - July 2001
Skills
Investments, Finance, Securities, Financial Advisory, Real Estate, Series 7, Series 63, Retirement Planning, Mutual Funds, Uniform Combined State..., Wealth Management, Asset Allocation, FINRA, Investment Advisory, Retirement
Education
University of Evansville 1992 — 1996
Bachelor's degree, Interpersonal Communication
Raymond James Financial Inc. 2000 - Present
Morgan Keegan & Co., Inc. 2000 - 2013
Education
The University of Georgia 1987 — 1991
Bachelor's degree, Finance, General
INTL FC Stone June 2015 - Present
First Tryon Securities June 2010 - May 2015
SunTrust Bank June 2007 - May 2010
Morgan Keegan & Co., Inc. November 2004 - April 2007
BB&T Capital Markets March 2003 - November 2004
Bank of America November 2000 - March 2003
Interstate Johnson Lane September 1992 - October 2000
Wachovia Bank October 1982 - August 1992
Skills
Municipalities, Fixed Income, Trading, Bonds, Series 63, Capital Markets, Series 7, Securities, Portfolio Management, Bloomberg, Options, Structured Products, Investment Banking, Interest Rate..., Finance, Investments, Asset Management
Education
Purdue University - Krannert School of Management 1978 — 1982
B.S., Business, Finance
West Lafayette High School 1974 — 1978
UBS Financial Services, Inc. September 2010 - Present
Morgan Keegan & Co Inc July 2005 - September 2010
Education
Georgian Court University
Accounting
Rutgers University-New Brunswick
Business Administration
Raymond James Financial Inc. April 2012 - Present
Morgan Keegan & Co., Inc February 2002 - April 2012
Morgan Keegan & Co., Inc. August 2000 - February 2002
International Paper January 2000 - August 2000
Skills
Series 7, Equity Research, Equities, Series 63, Securities, Bloomberg, Market Data, CRM, ETFs, Bloomberg Terminal, Equity Capital Markets, Capital IQ, Relationship Management, FINRA, Equity Trading, Electronic Trading, Financial Services, Trading Systems, Business Analysis, Capital Markets, Financial Analysis, Financial Modeling, Investment Strategies, Investor Relations, Management, Portfolio Management, Process Improvement, Structured Finance
Education
The University of Memphis 1997 — 2000
BA, Journalism / Public Relations
Southern Methodist University 1993 — 1995
The Hutchison School 1979 — 1993
Elementary and High School
Morgan Keegan & Co Inc May 2007 - February 2013
UBS Financial Services Inc. October 2002 - May 2007
Smith Barney 1997 - 2002
Merrill Lynch 1993 - 1997
US Army 1984 - 1992
Skills
Series 7, Wealth Management, Investments, Asset Managment, Series 63, Equities, Portfolio Management, Asset Allocation, Financial Analysis, Fixed Income, Investment Strategies, Leadership, Risk Management, Finance, Securities, Management, Financial Advisory, Retirement, Program Management, Strategic Planning, Retirement Planning, Mutual Funds, Financial Planning
Education
United States Military Academy at West Point 1980 — 1984
Bachelor's of Science, Engineering
NetWolves November 2014 - Present
Rooms To Go October 2013 - Present
Raymond James Financial Inc. May 2012 - October 2013
Bedroc, Inc. November 2011 - May 2012
Morgan Keegan & Co Inc April 2007 - November 2011
Critical Edge Tech, LLC February 2004 - April 2007
FedEx Services October 2000 - December 2003
Affliated Computer Services (ACS) August 1999 - October 2000
Skills
Cisco IOS, Cisco Technologies, Network Engineering, Cisco Security, Active Directory, Cisco Nexus, Switches, VPN, Routers, Data Center, WAN, Routing, Network Design, BGP, EIGRP, MPLS, Riverbed, Network Architecture, Firewalls, Networking, DNS, Network Security, OSPF, Security, Troubleshooting, Windows Server, Virtualization, Disaster Recovery, VoIP, Load Balancing, LAN-WAN, Operating Systems, VLAN, Storage Area Networks, Frame Relay, RIP, Wireless, Communication, WAN Optimisation
Education
The University of Memphis 2002 — 2004
University of West Florida 1992 — 1996
Raymond James January 2011 - Present
Morgan Keegan & Co., Inc. August 2007 - July 2009
SunTrust Investment Services December 2001 - August 2007
Nationwide Financial March 1994 - March 2001
Skills
Series 6, Series 7,...
Education
Franklin University
Bachelor of Business Administration (BBA)
Altera May 2013 - Present
QWC Inc. April 2012 - April 2013
Morgan Keegan & Co Inc May 2008 - April 2012
Citi February 2000 - March 2008
Citi September 1996 - February 2000
Intel August 1991 - June 1994
Skills
Investment Banking, M&A experience, Corporate Finance, Venture Capital, LBO, Mergers, Valuation, Corporate Development, Private Equity, Financial Modeling, Mobile Internet, Private Placements, Treasury Operations
Education
The University of Chicago Booth School of Business 1994 — 1996
MBA, Finance & Accounting
Stanford University 1990 — 1991
MSc., Electrical Engineering
Stanford University 1987 — 1990
BSc., Electrical Engineering
Dartmouth College 1986 — 1987
Engineering Science
Karachi Grammar School 1972 — 1985
Math, Physics, Economics, Univ of Cambridge A Level & O Level
Monogram Foods July 2015 - Present
JPMorgan Chase & Co. April 2015 - June 2015
JPMorgan Chase & Co. September 2013 - March 2015
JPMorgan Chase & Co. June 2012 - August 2012
Monogram Foods April 2010 - August 2011
PlaNet Finance September 2010 - February 2011
Morgan Keegan & Co Inc August 2008 - December 2009
Morgan Keegan & Co Inc July 2005 - July 2008
Skills
Financial Analysis, International..., Non-profit Volunteer, Business Strategy, Data Analysis, Investment Banking, Valuation, Private Equity, Corporate Finance, Financial Modeling, Finance, Mergers & Acquisitions
Education
Columbia Business School 2011 — 2013
Master of Business Administration (MBA), Finance, General
The University of Texas at Austin 2002 — 2005
Bachelor of Arts (B.A.), Economics
University of Michigan 2001 — 2002
Liberal Arts Honors Progam
Raymond James Financial Services June 2011 - Present
Synovus August 2001 - June 2011
Morgan Keegan & Co Inc October 1988 - August 2001
Skills
Securities, Financial Advisory, Series 7, Retirement Planning, Portfolio Management, Asset Allocation, Strategic Financial..., Estate Planning, Investments, Asset Managment, Investment Advisory, Investment Strategies, Uniform Combined State..., Financial Analysis, Mutual Funds, 401k Plans, Stocks, Bonds, Unit Trusts, Municipal Bonds, Life Insurance, Trust Services, Trust Management, Charitable Trusts, Endowments, Charitable Gift Planning, Cash Balance Retirement..., Finance, Financial Services
Education
Auburn University 1983 — 1988
Bachelor’s Degree, Finance, General
Trinity Presbyterian School 1971 — 1983
Wells Fargo Private Bank March 2008 - Present
Morgan Keegan & Co Inc 2002 - March 2008
SunTrust Bank 1998 - 2002
Bank of America 1996 - 1998
Morgan Stanley 1994 - 1996
Education
University of Notre Dame - Mendoza College of Business 2011 — 2013
Master of Business Administration (MBA), Finance & Strategy
University of Pennsylvania - The Wharton School 2007 — 2007
(CIMA) Certified Investment Management Analyst
University of Central Florida - College of Business Administration 1990 — 1994
BSBA, Finance
SUPERMOM December 1998 - Present
Beautiful Lawn & Landscape April 2000 - July 2015
Binswanger Glass October 1999 - January 2000
Morgan Keegan & Co Inc December 1997 - August 1999
Retirement Communities of America January 1996 - October 1997
STAR ENTERPRISES April 1989 - November 1995
Education
Remington College-Memphis Campus 1995 — 1997
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Career Personnel Service, Inc. December 2013 - August 2014
Morgan Keegan & Co Inc June 2004 - April 2012
Sandler O'Neill & Partners, L.P. June 2003 - August 2003
Sterne, Agee & Leach, Inc January 1999 - January 2002
American Event Tents January 1995 - January 1998
Skills
Equity Trading, Capital Markets, FINRA, Trading, Equities, Series 63, Bloomberg, Securities, Investments
Education
Vanderbilt University - Owen Graduate School of Management
Master of Business Administration (M.B.A.), Finance
Auburn University
Bachelor of Science (B.S.), Finance
Robert W. Baird & Co. February 2012 - Present
Morgan Keegan & Co Inc May 2007 - January 2010
Hilliard Lyons September 2005 - May 2007
Education
Oral Roberts University 1989 — 1992
Bachelor of Science (BS), Communications
Kelly Services January 2014 - April 2014
CBC National Bank August 2012 - January 2014
Southeastern Bank March 2010 - July 2010
SunTrust May 2008 - March 2010
Morgan Keegan & Co Inc August 2000 - February 2004
Morgan Keegan & Co Inc August 2000 - March 2001
Union Planters Bank August 1999 - August 2000
US Army January 1992 - August 1994
Skills
Microsoft Office, English, PowerPoint, Microsoft Word, Research, Microsoft Excel, Strategic Planning, Training, Customer Service, Team Building, Leadership, Public Speaking, Operations Management, Team Leadership, Loan Origination, Investment Banking, Asset Allocation, Organizational..., Analytical Skills
Education
Colorado Technical University 2014 — 2016
Master of Business Administration (M.B.A.), Human Resources Management and Services
Colorado Technical University 2009 — 2012
Bachelor of Business Administration (B.B.A.), Human Resources Management
U.S. Learning, Inc. 1995 - September 2014
iLearningGlobal.tv 2009 - 2011
Auralog, Inc. 2006 - 2008
YELLOWBOOK, USA 2003 - 2005
Morgan Keegan & Co., Inc. 1990 - 1994
Education
University of Mississippi - School of Business Administration 1986 — 1990
B.B.A., Marketing
Ridgeway High School 1985 — 1986
Aetna October 2012 - Present
Morgan Keegan & Co Inc December 2001 - April 2012
J.C. Bradford & Company August 1994 - June 2000
Skills
Management, Strategic Planning, Insurance, Project Management, Customer Service, Leadership, Program Management, Underwriting
Education
Millikin University
Bachelor of Fine Arts (B.F.A.), Theatre/Dance
Power & Telephone Supply Company January 2015 - Present
Various Local Newspapers January 2013 - December 2014
University of Georgia 2009 - 2011
Morgan Keegan & Co., Inc. 2008 - 2010
Skills
SPSS
Education
The University of Memphis 2011 — 2012
Bachelor of Arts (B.A.), History and Foreign Languages
Wells Fargo Advisors, LLC 2000 - Present
Prudential Financial 1995 - 1999
Morgan Keegan & Co Inc 1993 - 1995
Capitol Securities 1979 - 1993
Austin Securities 1977 - 1979
Onion Creek Country Club 1975 - 1977
Skills
Investment Planning, Asset, Retirement Planning;, Retirement, 401, Risk, Multigenerational..., Investments, Marketing, Retirement Planning, Management
Education
Stephen F. Austin State University 1969 — 1974
Bachelor's degree, Education
Beetnik Foods May 2013 - July 2013
Morgan Keegan & Co Inc June 2012 - July 2012
Skills
Photoshop, Microsoft Excel, Microsoft Word, Adobe Acrobat, Adobe Bridge, Economics, PowerPoint, Strategic Planning
Education
Texas Christian University 2011 — 2015
Bachelor of Science (B.S.), Economics
University of Arkansas 2010 — 2011
Westlake High School 2006 — 2010
Regions Financial Corporation April 2007 - Present
Morgan Keegan & Co Inc March 2005 - April 2007
Edward Jones September 2004 - March 2005
Centennial Bank May 2004 - September 2004
U.S. Bank August 2002 - May 2004
Skills
Investments, Asset Management, Portfolio Management, Asset Allocation, Profile Development, Strategic Planning, Business Strategy, Team Building, Project Management, Management Consulting, Consulting, Organizational..., Business Development, New Business Development, Leadership Development, Coaching, Community Service, Community Engagement, Community Development, Local Economic..., Project Planning, Business Planning, Public Health, Public Speaking, Non-profit Leadership, Non-profit Consulting, Non-profit Development, Customer Service
Education
Ouachita Baptist University
Psychology
University of Arkansas at Little Rock
Psychology
Breitburn Energy October 2014 - Present
BETA Land Services May 2010 - September 2014
Morgan Keegan & Co Inc January 2007 - May 2010
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Leadership, Training, Onshore
Education
Louisiana State University 2002 — 2006
Bachelor of Science, Computer and Information Systems Security/Information Assurance
Revolution Partners, LLC February 2015 - Present
Dimensional Fund Advisors July 2013 - February 2015
Morgan Keegan July 2010 - February 2013
Morgan Keegan & Co., Inc. March 2007 - April 2011
Morgan Keegan & Co., Inc. February 2006 - March 2007
Legg Mason Wood Walker, Inc May 2005 - August 2005
Skills
Mutual Funds, Investments, Series 7, Due Diligence, Morningstar, Asset Allocation, Portfolio Management
Education
The University of Chicago - Booth School of Business 2010 — 2013
Master of Business Administration (MBA)
Lehigh University 2003 — 2006
B.S
Wealth Strategies Group, Inc. June 2004 - Present
Business Enhancement Associates July 2003 - Present
TransEarth Group January 2011 - June 2011
FPA of the Mid-South 1996 - 2006
RBC TN-2 1990 - 2005
Regions Morgan Keegan Trust 2002 - 2003
Morgan Keegan & Co., Inc. 1999 - 2003
Kelman-Lazarov, Inc 1981 - 1999
College for Financial Planning January 1990 - December 1990
Skills
Finance, Management Consulting, Risk Management, Strategic Financial..., Business Planning, Small Business, Entrepreneurship, Strategic Planning, Investments, Analysis, Management, Funding, Executive Management, Mergers & Acquisitions, Financial Forecasting, Due Diligence, Leadership, Employee Benefits, Training, Asset Protection, Asset Management, Financial Services, Mergers, Budgets, Strategy, Managerial Finance, Project Planning, Asset Managment, Wealth, Credit, Tax, Financial Reporting, HNW Wealth Management, Team Building, Marketing, Marketing Strategy, Public Speaking, Customer Service, Wealth Management, Portfolio Management, Social Networking, Business Strategy, Consulting
Education
Theocratic Ministry School 1964 — 2022
Ongoing provision of education in congregations of Jehovah's Witnesses., Preparation for Field and Congregational Ministry., Designed to provide advancement on the individual level.
Johns Hopkins University - Bloomberg School of Public Health 2012 — 2012
Principles of Obesity Economics
University of Michigan 2012 — 2012
Finance, General
College for Financial Planning 1983 — 1985
CFP
Madison High School 1970 — 1974
Restaurant/Food Services Management
Raymond James February 2013 - Present
Morgan Keegan & Co Inc August 2008 - February 2013
Skills
Retirement Planning, Mutual Funds, Financial Advisory, Wealth Management, Strategic Financial..., Securities, Investment Advisory, Financial Planners, Estate Planning, Retirement, Asset Allocation, Networking, Group Insurance, Personal Finance, 401k Rollovers
Education
University of Tennessee-Knoxville 2007 — 2010
Bachelor of Arts (BA)
Carson-Newman College 2006 — 2007
Piano Performance
CameronDowning, LLC September 2014 - Present
Zeiders Enterprises, Inc. September 2014 - Present
Equity Services, Inc. November 2011 - September 2014
Morgan Keegan & Co., Inc. March 2008 - October 2011
Ameriprise Financial Services, Inc. November 2006 - January 2008
Education
Florida International University 2003 — 2007
B.A. in English, Cum Laude
D.A. Davidson & Co. June 2013 - Present
Duncan-Williams, Inc. October 2003 - June 2013
Morgan Keegan & Co Inc June 2002 - October 2003
Charles Schwab March 2000 - June 2002
Education
University of Notre Dame - Mendoza College of Business 2013 — 2015
Master of Business Administration (MBA), cum laude
The University of Memphis 1993 — 1997
Bachelor of Business Administration (B.B.A.), Finance
Raymond James & Associates February 2013 - Present
Morgan Keegan & Co Inc March 2006 - February 2013
RBC Capital Markets March 1986 - March 2006
Education
Texas Christian University - M.J. Neeley School of Business 1983 — 1984
MBA, Business
Trinity University 1978 — 1981
BA, Business
LPL Financial November 2011 - Present
UBS Wealth Management March 2008 - November 2011
Morgan Keegan & Co., Inc. January 2004 - March 2008
Robert W. Baird & Co. January 2001 - December 2003
Ernst & Young September 1997 - December 2000
Skills
Wealth Management, Asset Allocation, Retirement Planning, College Education..., Mutual Funds, Securities, Municipal Bonds, Disability Insurance, Licensed Life Insurance..., Variable Annuities, Fixed Annuities, Series 7, Series 6, Budget Process
Education
Belmont University - Jack C. Massey Graduate School of Business 2007 — 2007
Executive Certificate, Financial Planning
College for Financial Planning 2004 — 2004
AAMS, Accredited Asset Management Specialist
Trevecca Nazarene University 1993 — 1997
BBA, Concentration in Accounting
Raymond James & Associates, Inc. February 2013 - Present
Morgan Keegan & Co., Inc. October 2007 - April 2012
UBS Financial Services, Inc. November 2004 - October 2007
Citigroup Smith Barney September 1988 - October 2004
Skills
Investments, Portfolio Management, Wealth Management, Alternative Investments, Investment Strategies, Asset Allocation, Financial Advisory, Series 7, Securities, Finance, Insurance, Business Analysis, Change Management, Retirement Planning, Mergers & Acquisitions, Investment Management
Education
University of Cincinnati 1974 — 1979
BUP, Architecture, Design, Urban Planning, Economics
John Carroll University 1973 — 1974
History
Weston Banks Wealth Partners December 2013 - Present
Morgan Keegan & Co., Inc. 2004 - 2008
Edward Jones Investments 2001 - 2004
Knowledge Alliance 1999 - 2001
Prudential Securities 1998 - 1999
Skills
Financial Services
Education
North Carolina State University
Psychology
Raymond James & Associates February 2013 - Present
Morgan Keegan & Co., Inc. May 2009 - February 2013
Morgan Keegan October 2007 - May 2009
Morgan Keegan February 2004 - October 2007
Morgan Keegan June 2002 - February 2004
Morgan Keegan February 2000 - June 2002
Skills
Series 7, Securities, Wealth Management, Mutual Funds, Asset Allocation, Equities, Strategic Financial..., Portfolio Management, Retirement Planning, Series 63, Investment Advisory, Asset Management, Process Improvement, Risk Management, Series 24, Investments
Education
The University of Memphis 1996 — 2001
Bachelors, Finance
Raymond James & Associates, Inc. April 2012 - Present
Morgan Keegan & Co., Inc. August 2006 - April 2012
McDonald Investments December 1997 - August 2006
McDonald and Company 1997 - 2006
Federal Reserve Bank of Cleveland March 1993 - December 1997
United States Marine Corps August 1988 - March 1993
Skills
Foundations, Endowments, Alternative Investments, Hedge Funds, Investment Advisory, Financial Advisory, Mutual Funds, Performance Measurement, Institutional..., High Net Worth..., Fiduciary, Asset Allocation, Banking, Investment Policy..., Series 7
Education
Security Industry Institute - Wharton Business School, University of Pennsylvania 2005 — 2007
na, Executive Education Program
Bowling Green State University 1985 — 1988
BS, Finance
University of Toledo 1983 — 1985
n/a, business
Raymond James Financial, Inc. April 2012 - Present
Morgan Keegan & Co Inc May 1987 - April 2012
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
University of Pennsylvania - The Wharton School 1984 — 1986
MBA, Finance
University of Tennessee-Knoxville 1978 — 1982
Business, Accounting (Management Science Option)
Baylor School - Chattanooga 1975 — 1978
High school diploma
LifePoint Health June 2015 - Present
Healthcare Bluebook January 2014 - June 2015
The Advisory Board Company February 2013 - January 2014
BlueCross BlueShield of Tennessee April 2012 - February 2013
HealthSpring March 2009 - April 2012
Applied Spine Technologies October 2007 - March 2009
Healthways, Inc March 2006 - October 2007
Abbott Spine May 2003 - March 2006
Depuy International (A Johnson & Johnson Company) November 2002 - May 2003
Morgan Keegan & Co Inc 1998 - 2001
Skills
Business Development, Business Strategy, Strategy, Strategic Partnerships, Start-ups, Product Development, Leadership, Healthcare, Strategic Planning, Management Consulting, Medicare, Forecasting, Marketing, Management, Medical Devices, Program Management, Mergers & Acquisitions, Cross-functional Team..., Marketing Strategy, Budgets, Operations Management
Education
The University of Texas at Austin - The Red McCombs School of Business 2004 — 2006
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Brown University 1994 — 1998
BA, History, Pre-Med
Raymond James Financial, Inc. April 2012 - Present
Morgan Keegan & Co Inc April 2008 - April 2012
Morgan Keegan & Co. August 2002 - December 2008
Schering-Plough June 2001 - October 2001
Schering-Plough 2001 - 2001
Skills
Portfolio Management, Financial Modeling, Financial Analysis, Investments, Banking, Credit, Investment Banking, Risk Management, Capital Markets, Strategic Financial..., Financial Services, Mergers
Education
Christian Brothers University 1999 — 2001
Finance - Management Information Systems, Finance
Indian School Muscat 1988 — 1999
High School, Commerce
Morgan Keegan & Co., Inc. September 2004 - Present
Charles Schwab 1991 - 2002
Education
University of Alabama at Birmingham 1980 — 1982
BA, Philosophy
Belhaven University 1974 — 1978
BA, Bible
Morgan Keegan & Co., Inc. September 2006 - Present
UBS Financial Services June 2002 - September 2006
Salomon Smith Barney February 2000 - June 2002
Education
Marietta College 1996 — 2000
Prime Meridian Bank March 2012 - Present
Hancock Bank August 2009 - March 2012
Reliance Trust Company May 2003 - June 2009
Morgan Keegan & Co Inc 2001 - 2003
Skills
Financial Analysis, Loans, Financial Services, Credit, Commercial Lending, Commercial Banking, Banking, Portfolio Management, Mortgage Lending, Sales, Credit Analysis, Strategic Financial..., Finance, Consumer Lending, Financial Planning
Education
Graduate School of Banking at LSU 2014 — 2016
RMA - Orlando 2012 — 2012
College of Charleston 1998 — 2003
BS, Business Administration
The University of Stirling 2000 — 2000
Trinity Episcopal High School 1995 — 1998
Pinnacle Asset Management July 2005 - Present
Raymond James Financial Services July 2005 - Present
Morgan Keegan & Co Inc April 1993 - July 2005
Skills
Strategic Planning, Public Speaking, Customer Service, Sales, Leadership, Team Building, Management, Budgets, Marketing, Nonprofits
Education
Middle Tennessee State University 1982 — 1987
Anheuser-Busch InBev December 2011 - Present
Anheuser-Busch InBev November 2009 - December 2011
Anheuser-Busch InBev February 2009 - November 2009
Morgan Keegan & Co Inc April 2007 - December 2008
Anheuser-Busch November 2006 - April 2007
Anheuser-Busch November 2005 - November 2006
Skills
Microsoft Excel, Customer Service, Pricing, PowerPoint, Microsoft Word, Social Media, Sales, Marketing, Leadership, Public Speaking, Business Objects, Homebrewing, Microsoft Office, Budgets
Education
Murray State University 2000 — 2004
Bachelor's Degree, Advertising
Webster University 2009 — 2009
Certificate, Web Page, Digital/Multimedia and Information Resources Design
Capital Institutional Services, Inc. (CAPIS) September 2006 - Present
JonesTrading November 2002 - September 2006
Wunderlich Securities June 2002 - October 2002
Morgan Keegan & Co Inc November 2000 - June 2002
Capital Institutional Services, Inc. (CAPIS) January 1998 - October 2000
Rock Island Securities, Inc. August 1994 - December 1997
Skills
Hedge Funds, Equities, Series 7, Investments, Equity Trading, Securities, Series 63, Trading, FINRA, Electronic Trading, Options, Trading Systems, Bloomberg, Fixed Income, Investment Management, Portfolio Management
Education
Louisiana Tech University 1990 — 1994
B.S. Finance
Memphis Zoo, Inc. 1997 - Present
Morgan Keegan & Co., Inc. 1991 - 1996
Terminix International Company, L.P. 1986 - 1991
Skills
Management, Strategic Planning, Leadership, Event Planning, Public Speaking, Team Building, Fundraising, Training, Marketing, Budgets
Education
The University of Memphis
Bachelors, Business Administration
UBS January 1998 - Present
Morgan Keegan & Co., Inc. November 1989 - January 1998
Shearson Lehman Brothers, Inc. October 1985 - November 1989
Education
University of Mississippi 1978 — 1984
Educational Doctrate, Health, Physical Education & Recreation
The University of Southern Mississippi 1972 — 1976
BS, Athletic Administration & Coaching
High School 1969 — 1972
HS, College Preparation
Batory Foods Inc January 2012 - June 2015
Mac & Massey, LLC August 2007 - June 2015
Massey Fair & MAC Source January 2000 - August 2007
Massey Fair Industrial March 1993 - December 1999
Massey Fair Industrial April 1990 - March 1993
Capital Analyst Southeast 1987 - 1990
Morgan Keegan & Co Inc 1986 - 1987
Skills
Business Strategy, Strategic Planning, New Business Development, Mergers, Forecasting, Cross-functional Team..., Sales Management, Ingredients, Food Industry, Consumer Products, Product Development, Team Building, Sales, Supply Chain, Management, Food, Mergers & Acquisitions
Education
Southern Methodist University - Cox School of Business 1997 — 1999
MBA, Strategy/Global Business
University of Alabama 1982 — 1986
BS, Corporate Finance
Regions Bank October 2013 - Present
ProEquities, Inc. September 2012 - September 2013
Morgan Keegan & Co Inc February 2007 - September 2012
AmSouth Bank February 2001 - February 2007
Skills
Series 7, Securities, Risk Management, Banking, Financial Services, Wealth Management, Mutual Funds, Series 24, Equities, Finance, Team Building, Microsoft Office, Investment Advisory, Series 63, FINRA, Fixed Income, Anti Money Laundering, Investments
Education
Troy University 1997 — 2001
Bachelor's degree, Business Administration and Management, General
Eco-Energy Inc. 2011 - December 2014
Alluvion Securities, LLC December 2008 - October 2010
Morgan Keegan & Co Inc July 2007 - May 2008
Skills
Contract Negotiation, Leadership, Management, Negotiation, Risk Management, Finance, Analysis, Investments, Accounting, Research, Deal Structuring, Brokerage, Client Services, Deal Management, Account Management, Trade Compliance, Regulatory Compliance, Environmental Compliance, Risk Analysis, Futures Trading, Trading, International Trade, Notary Public
Education
University of Mississippi - School of Business Administration 2003 — 2007
B.B.A. Managerial Finance, Finance
University of Mississippi 2003 — 2006
B.A. Spanish, Spanish
New York University 2002 — 2003
General Studies
Morgan Keegan & Co., Inc. August 2007 - Present
Morgan Keegan & Co., Inc. September 2007 - September 2008
Tonya Cannon Robertson, O.D., PLLC / Elite Optical, LLC and Lakeview Properties of Clinton, LLC November 2002 - August 2007
Collins & Corbin, Ltd., Certified Public Accountants August 1999 - November 2002
Morgan Keegan & Co., Inc. January 1997 - May 1998
Morgan Keegan & Co., Inc. October 1994 - December 1996
Skills
Effective and concise..., Detail oriented,..., Proficient with office..., Auditing, Corporate Actions, Procurement
Education
Mississippi College 1998 — 1999
Master of Business Administration (MBA), Business Administration and Management, General
Mississippi College 1989 — 1994
Bachelor of Science in Business Administration, Accounting
Wunderlich Securities, Inc. August 2015 - Present
Oyster Consulting, LLC April 2015 - July 2015
Sterne Agee Group, Inc. November 2012 - August 2014
Morgan Keegan & Co., Inc. August 1998 - September 2012
Rauscher Pierce Refsnes, Inc. October 1991 - October 1997
J.C. Bradford & Co., Inc. May 1985 - September 1991
Skills
FINRA, Securities Regulation, Series 7, Series 24, AML, Capital Markets, Investment Advisory, Corporate Governance, Alternative Investments, Mutual Funds, Equities, SEC, Trained Mediator
Education
The John Marshall Law School 1976 — 1979
J.D.
Providence College 1972 — 1976
BA, Political Science
Raymond James Financial Inc. 1998 - Present
Morgan Keegan & Co., Inc. January 1996 - November 1998
The City of Memphis December 1990 - January 1996
Computer Data Sytems, Inc. April 1989 - December 1990
CSC November 1986 - April 1989
Parts, Inc. December 1984 - November 1986
Skills
Analysis, Strategic Financial..., Customer Service, Asset Managment, Fixed Income, Series 7, Series 63, Equity Research, Capital Markets, Financial Services, Asset Allocation
Education
The University of Memphis
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Southwest Tennessee Community College
Associate of Science (A.S.), Computuer Programming
Janney Montgomery Scott July 2012 - Present
Morgan Keegan & Co., Inc. August 2005 - July 2012
Legg Mason May 2000 - August 2005
Education
Framingham State College
Bachelor of Science (BS), Clothing & Textiles
Winchester High School
Capital One September 2005 - Present
Hibernia National Bank January 2000 - September 2005
South coast capital January 1990 - January 2000
Morgan Keegan & Co Inc January 1984 - January 1990
Skills
Alternative Investments, Asset Management, Bloomberg, Corporate Finance, Due Diligence, Equities, Equity Research, Hedge Funds, Securities, Private Equity, Investment Banking, Investment Management, Series 7, Investments, Financial Analysis, Capital Markets, Management, Finance, Mutual Funds
Education
University of Kentucky
Baptist Memorial Health Care- Medical Alternatives July 2012 - Present
Braintree Laboratories February 2010 - July 2012
NovaCopy February 2007 - February 2010
Morgan Keegan & Co Inc 2006 - 2007
Education
The University of Memphis 2000 — 2005
Bachelor of Applied Science (B.A.Sc.), Education
Integrity Business Solutions July 2013 - Present
Proprietary Trading 2013 - Present
Guggenheim Partners September 2012 - June 2013
Summer Street Research Partners July 2011 - September 2012
Nova Capital Markets 2008 - 2011
Morgan Keegan & Co Inc 2002 - 2008
Fleet Institutional Trading 2001 - 2002
Lewtan Technologies 2000 - 2001
Fidelity Investments 1996 - 1999
Fidelity Brokerage Company 1993 - 1996
Skills
Relationship Management, Trade Execution, Generating Revenue, Equities, Hedge Funds, Bloomberg, Portfolio Management, Client Retention, Research Sales, Supervisory Skills
Education
Boston College
Bachelor of Arts (BA), Speech Communications
Boston Latin School
Bank of America Merrill Lynch February 2015 - Present
Merrill Lynch July 2013 - February 2015
The BARBRI Group October 2011 - April 2014
U.S. Securities and Exchange Commission June 2012 - August 2012
Morgan Keegan & Co., Inc. July 2010 - August 2010
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Legal Research, Legal Writing, Leadership, Teamwork, Data Entry, Analysis, Relationship Building, Team Leadership
Education
The University of Alabama School of Law 2011 — 2014
Doctor of Law (J.D.), International Business, Trade, and Tax Law
University of Alabama 2007 — 2011
Bachelor of Science (BS), International Finance
Raymond James Financial, Inc. February 2013 - Present
Morgan Keegan & Co Inc June 2001 - February 2013
Skills
Investments, Securities, Finance, Retirement Planning, Mutual Funds, Series 7, Asset Allocation, Retirement, Wealth Management, Series 63, Portfolio Management, Asset Management, Investment Advisory
Education
Southern Arkansas University 1997 — 2001
Bachelor's degree, Finance and Financial Management Services
Vining Sparks, IBG June 2012 - Present
Morgan Keegan & Co Inc July 2003 - June 2012
Bear Stearns & Co August 2001 - July 2003
Skills
Fixed Income, Trading, Risk Management, Capital Markets, Series 7, Series 63, Asset Management, Portfolio Management, Strategic Planning, Bonds, Employee Training
Education
College of Charleston 1997 — 2001
Bachelor of Science (B.S.), Business Administration and Management, General
Sterne Agee September 2012 - Present
Morgan Keegan & Co Inc September 2000 - September 2012
Skills
Accounting, Budgets, Finance, Mergers
Education
Christian Brothers University 1997 — 1999
Master of Business Administration (M.B.A.), Focus in Accounting, Completed 18 hours of the MBA program
Christian Brothers University 1992 — 1996
Bachelor's Degree, Accounting